Research
The season in review: weekly digests of every call that printed, and end-of-season summaries of what the tape actually said, sector by sector.
Weekly digest
Week of August 24, 2026
A week of broad-based earnings beats across retail, software, semiconductors, and industrials, with AI infrastructure demand emerging as the dominant macro theme. Retail (WMT, TJX, EL) demonstrated resilience through ope
Weekly digest
Week of August 20, 2026
A transformative week for earnings, dominated by AI infrastructure acceleration and margin expansion across semiconductors, technology, and select retail. Applied Materials delivered a historic beat with record revenue o