The hottest Corporate Earnings Substack posts right now

And their main takeaways
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Top Business Topics

The Markets' AI Guessing Game, Moltbook Explained, AI-Induced Layoffs?

Big Technology • 3377 implied HN points • 02 Feb 26
🕹 Technology Corporate Earnings
  1. The market doesn’t know who will win the AI race, so small earnings details or capex moves spark huge stock swings and sustained volatility.
  2. Moltbook shows what an agent-driven social layer could look like, but most posts aren’t truly autonomous and the platform raises real moderation, impersonation, and security worries.
  3. Layoffs branded as ‘AI-induced’ often reflect firms acting on AI’s anticipated future impact rather than current performance, so AI is a factor but not always the direct cause.

Top Links 980 Rents in Austin. Vietnam overtakes Thailand. Taylor Swift's earnings & Adorno on fascist car doors.

Chartbook • 357 implied HN points • 12 Jan 26
💰 Finance Corporate Earnings
  1. Austin's rent levels shed light on how the Texas housing market works. Local supply, demand, and policy choices are shaping affordability there.
  2. Vietnam has overtaken Thailand, signaling a notable shift in regional economic standing.
  3. Taylor Swift's earnings show how much money top artists can make from music and business deals. The mention of Adorno's 'fascist car doors' brings a cultural theory angle on how objects and design can carry political meanings.

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Jon’s Newsletter • 119 implied HN points • 12 Jul 24
💰 Finance Corporate Earnings
  1. 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.
  2. 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.
  3. 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.

AMD 2025 Q2 Financials

More Than Moore • 513 implied HN points • 06 Aug 25
💼 Business Corporate Earnings
  1. AMD's revenue for Q2 2025 reached $7.69 billion, a 32% increase from the previous year. Despite this growth, challenges in the AI chip market impacted their profits significantly.
  2. AMD's Data Center business is growing quickly, especially with new AI processors like the MI350 series. However, the delays with the MI308 inventory have caused temporary financial setbacks.
  3. In the Client and Gaming sector, AMD's sales surged by 69% compared to last year, driven by high demand for their latest CPUs and GPUs, showing strong recovery in this area.

Top Links 830 US mega caps. Semiconductor investment boom. Shock city. Stalin - warrior of the year.

Chartbook • 386 implied HN points • 15 Aug 25
💰 Finance Corporate Earnings
  1. The top 10 companies in the S&P 500 are really powerful, making up a huge part of the overall profits. It shows how important certain sectors like tech and finance are to the market.
  2. There's a big surge in investments in semiconductors, which are key for technology. This boom could have a major impact on the economy and innovation.
  3. Articles and discussions about major historical figures like Stalin highlight different perspectives on leadership and conflict. Understanding history helps us make sense of current events.
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Economic Calendar for the Week of June 22nd

Alex's Personal Blog • 98 implied HN points • 22 Jun 25
💰 Finance Corporate Earnings
  1. The economic calendar for the week includes important U.S. events like existing home sales and Fed speeches. These can influence the financial markets and economic outlook.
  2. Major companies like FedEx and Nike are reporting their earnings this week. The performance of these companies can sway investor confidence.
  3. Global economic events are also happening in places like Spain and Canada, which can affect international markets. Keeping an eye on these events is key for understanding the bigger picture.

NVIDIA’s Profit Soars by 629% 🙀

Sector 6 | The Newsletter of AIM • 19 implied HN points • 23 May 24
💼 Business Corporate Earnings
  1. NVIDIA has seen a huge profit increase of 629% compared to last year. This is a record-breaking gain for the company.
  2. 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.
  3. 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.

The thing about stocks and interest rates…

Jon’s Newsletter • 59 implied HN points • 06 Mar 23
💰 Finance Corporate Earnings
  1. 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.
  2. 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.
  3. 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.

Big insurer Cigna took in $44 billion in the first 3 months of 2022. 75% came from its drug business.

HEALTH CARE un-covered • 139 implied HN points • 06 May 22
💰 Finance Corporate Earnings
  1. 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.
  2. 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.
  3. 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.

Economic Calendar for the Week of December 15, 2024

Alex's Personal Blog • 32 implied HN points • 15 Dec 24
💰 Finance Corporate Earnings
  1. The economic calendar for the week includes important U.S. events like the NY Empire State manufacturing index and earnings from companies like Mitek.
  2. Global economic events will also take place, such as inflation rates in Italy and housing starts in Canada.
  3. It's a time to keep an eye on both domestic and international indicators that could impact the economy.

Economic Calendar for the Week of July 20th

Alex's Personal Blog • 0 implied HN points • 21 Jul 25
💰 Finance Corporate Earnings
  1. This week features important earnings reports from major companies like Verizon, Tesla, and Intel. Keep an eye on these to gauge how different sectors are performing.
  2. Several economic events are happening, such as speeches from Fed officials and reports on home sales and consumer confidence. These can influence market trends and investor decisions.
  3. Global economic data, including trade balances and retail sales from various countries, will also be released. Understanding these can provide insights into the overall economic health around the world.

Incremental News, Price and Value: The Twitter Earnings Report & Market Reaction!

Musings on Markets • 0 implied HN points • 11 Feb 14
💰 Finance Corporate Earnings
  1. 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.
  2. 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.
  3. 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.