The hottest Corporate Earnings Substack posts right now

Marko Kolanovic's bearish predictions about the stock market didn't happen, leading to his departure from JP Morgan. In a strong market, being negative can be isolating.
Tesla's stocks have been rising quickly due to excitement around AI and self-driving cars, but some analysts warn that the stock may be overrated at this point.
Costco is raising its membership fees for the first time in seven years, which could lead to an increase in their profits. Many analysts continue to view Costco as a strong investment option.

The economic calendar for the week includes important U.S. events like the NY Empire State manufacturing index and earnings from companies like Mitek.
Global economic events will also take place, such as inflation rates in Italy and housing starts in Canada.
It's a time to keep an eye on both domestic and international indicators that could impact the economy.

NVIDIA has seen a huge profit increase of 629% compared to last year. This is a record-breaking gain for the company.
The main driver of this growth is the data center sector, which grew by 425%. This shows how important data centers are for their business.
Strong demand for generative AI technology has also boosted NVIDIA's success, especially with their new AI platforms that help process large amounts of data.

Interest rates are a big deal for the stock market, and higher rates can make investors nervous about how companies will perform. Stock prices might drop if rates keep rising.
Although stocks have bounced back from lows, past market losses have affected confidence. Some experts think the economy is in decent shape, which could help weather rate increases.
Bear markets usually last a while after the last rate hike, suggesting tough times ahead. But this bear market started before the first rate hike, which is something to consider for those hoping for a quicker recovery.

Cigna's huge revenue of $44 billion in just three months shows they are making a lot of money, mainly from their drug business. This means health insurers can earn a lot just from selling medications.
Cigna's profits rose by 12% compared to last year, and they expect even more profits moving forward. This makes investors happy and boosts the company's stock value.
Many Cigna customers face high deductibles and out-of-pocket costs, making it hard for them to afford care. This highlights a problem in the healthcare system where profits might come at the expense of customers' financial wellbeing.

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Twitter's revenue grew really fast, over 100% in a year, which is great news for the company. This means they are making more money and reaching more people.
Despite the revenue growth, Twitter struggled with user growth and engagement. They had to work harder to attract new users, which can be a concern for the company's future.
The market reacted sharply to Twitter's earnings report, which shows how unpredictable stock prices can be. Sometimes, even small news can lead to big fluctuations in a company's value.