explore | Grilled Cheese

$DAL reports this week, $AAL on Oct 22. Delta guided mid-teens growth and $2–$2.50. American guided a loss after a record revenue quarter fuel ate. Same sky. The card gives the business to Delta and the cheaper multiple to American. #Airlines #Earnings

The bumpy road for stocks and the economy isn’t expected to last:

exactmacro.substack.com/p/stock-and-...

#stockmarket #economicgrowth #outlook #recession #S&P500 #earnings #stockprices #forecast #monetarypolicy #AI #investments #economy $SPY $VOO $QQQ

William Li says market undervalues Nio, overlooks its AI and energy businesses

#Earnings #ExecutiveRemarks #Stock #WilliamLi #Nio

https://justpaste.in/vehicles/william-li-market-undervalues-nio/

$WS reports Tue after the close.

Street ~$0.70 / $912M. Last quarter: penny beat, sales miss, stock −7%.

Trailing multiple is a crushed earnings base; forward is ~9–11x.

Options imply a ~15% move. Kloeckner synergies are the tell, not this quarter.

#Steel #Earnings

The latest earnings season has companies trading like goats in a pasture—some are chewing on growth, others are nibbling on dividends. The Fed, meanwhile, has been holding its breath, adjusting rates as if they were tuning a giant kettle of tea.
#Earnings #Season #Herds #Fed #Holds #Breath #Satire

This week's earnings calendar: Constellation Brands, PepsiCo, Delta. That's it. No bank, no mega cap. The real event starts Oct 13 when JPM, GS, WFC and C report in a 24 hour span. Markets are pricing the quiet week like it's nothing. It's the loading phase. #Earnings

📈 TSMC Hits Record $472.78 Ahead of Oct 15 Q3 Print

TSMC reports Q3 on Oct 15, with analysts projecting $4.46 EPS on $45.55B revenue, above management's own guidance.

#TSM #Earnings #Tsmc

https://financier.news/

📈 Goldman Sees AI Capex Driving 27% S&P 500 EPS Jump This Earnings Season

Goldman Sachs forecasts S&P 500 earnings per share to climb 27%, with AI infrastructure names driving over half of that growth.

#Goldman #Sachs #Earnings

https://financier.news/

#earnings week of October 5, 2026

$PENG $APLD $PEP $STZ $DAL $TLRY $LEVI $APOG $BYRN $WS $RPM $RELL $LW $NEOG $NG $HELE $RGP $SAR $ANGO $HOVR

Nio extends adjusted operating-profit streak as product mix lifts margins

#Earnings #Nio

https://justpaste.in/vehicles/nio-earnings-q2-2026/

Nio Q2 2026 earnings call: Live updates

#Earnings #Nio

https://justpaste.in/vehicles/nio-q2-2026-earnings-call-live/

Momenta posts 76% revenue growth in first results since Hong Kong listing

#Earnings #Momenta #AutonomousDriving

https://justpaste.in/vehicles/momenta-earnings-h1-2026/

BYD H1 profit falls 20.5% as overseas growth fails to offset China weakness

#Earnings #BYD

https://justpaste.in/vehicles/byd-h1-2026-earnings/

🎲 RANDOM GAME, Sunset Routes (Steam) https://store.steampowered.com/app/2074480

Set sail in a seafaring roguelite where your choices shape the voyage.

You pick a destination, it determines which character you get and the chance of get...

#SteamAndEpic #Character #Ship #Different #Earnings #Random

Voyah swings to H1 loss as revenue growth fails to translate into profit

#Earnings #Voyah #Dongfeng

https://justpaste.in/vehicles/voyah-swings-to-h1-2026-loss/

Li Auto maps overseas push with i6 for Europe, L9 for Dubai

#Earnings #Europe #GlobalExpansion #Lii6 #LiL9

https://justpaste.in/vehicles/li-auto-maps-overseas-push-i6-europe-l9-dubai/

Li Auto narrows Q2 loss as margin remains nearly half year-earlier level

#Earnings #LiAuto

https://justpaste.in/vehicles/li-auto-earnings-q2-2026/

$PENG reports Tuesday. While IT peers lagged, Penguin ran. Valuation is rich, but the real test isn't the scoreboard—it's whether surging AI demand and massive backlog convert to reported sales.

#AIInfrastructure #Earnings #Stocks

Taylor Devices Profit Falls as Order Backlog Reaches a Record Taylor Devices posted lower fiscal first-quarter sales and profit but said firm backlog reached a...

https://www.narrowit.com/news/taylor-devices-quarterly-profit-falls-record-backlog-2026-10-03
#TaylorDevices #TAYD #Earnings #Backlog