👋 Hi Tigers, A notable shift has just emerged in the mining industry. The latest earnings report from BHP, the world’s largest mining company, shows that copper has surpassed iron ore as the company’s biggest profit contributor for the first time in history. At first glance, this may seem like just a small change in the earnings report. However, many commodity analysts believe it could signal a structural shift in global resource demand. Today, let’s quickly break down the key takeaways from this report. 📊 Key Earnings Today: $BHP Billiton(BHP)$ Core figures at a glance: Net profit (first half): +30% year-over-year Total revenue: $27.9 billion, +11% YoY Copper segment: Became the largest profit contributor for the first time Iron ore segment: Reve

⭐ Highlights: Leadership Shakeup: CEO Shantanu Narayen to step down after 18 years; stock plunged ~8% in pre-market Friday. Earnings Paradox: Adobe hit a record $6.4B revenue, yet the stock has plummeted ~23% in 2026 to a 3-year low. Divided Outlook: Wall Street is split on Adobe's recovery, with target prices varying wildly from $300 to $510. On March 13, software giant $Adobe(ADBE)$ (ADBE.US) delivered a bit of a "shocker." The company announced that Shantanu Narayen, its CEO of 18 years, will step down once a successor is found. The news sent shockwaves through the market, with $Adobe(ADBE)$ stock falling close to 8% in pre-market Friday trading immediately following the announcement. Despite reportin

$Oracle(ORCL)$’s stock just surged over 8% in after-hours trading! 📈 Driven by the AI data center boom, the company crushed Wall Street estimates and delivered its strongest earnings report in 15 years. 🚀 However, this historic win can't hide its massive financial pressures. $Oracle(ORCL)$ currently faces liabilities exceeding $100 billion,⚠️coupled with rumors of 30,000 layoffs for an AI-driven restructuring. So, is the market being overly optimistic, or is $Oracle(ORCL)$ truly the next AI powerhouse? 🤔 Let’s break down the core financials, the underlying risks, and the valuation outlook. 👇 1. 💵Did AI Just Supercharge Oracle’s Balance Sheet? Historic Highs : Tot

$Goldman Sachs(GS)$ expects $Broadcom(AVGO)$'s stock to rise following strong quarterly results and guidance that beat market expectations, driven by outstanding AI semiconductor performance. 🎯 Consequently, the firm reiterates a "Buy" rating with an increased price target of $480. 📈 Crushing Estimates: Broadcom's Actuals VS Projections $Broadcom(AVGO)$ delivered stellar Q1 results with $19.3 billion in total revenue, matching $Goldman Sachs(GS)$ and beating the Street's $19.2 billion. Looking ahead, Q2 revenue guidance is set at a massive $22.0 billion, crushing the Street's $20.5 billion forecast. Profitability also shined

😜 Hi Tigers, We invite you to take a closer look at the key earnings reports and major market themes to watch this week. In this post, we have highlighted the key stocks to monitor regarding AI demand, China's consumption recovery, retail tariff impacts, and software SaaS resilience ahead of their upcoming earnings. Before we dive in, check out our related weekly insights: 🎁 Weekly Higher EPS Estimates: AVGO, COST, PBR, CRWD, MRVL & More https://ttm.financial/post/538199744599576 🎁 Capturing Top 10 Ex_dividend: PIPR, GS, LMT, MCD, CI... https://ttm.financial/post/538208507041384 Now, let's dive into the core market themes and key earnings reports you need to watch this week

😀Hi Tigers, We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season. In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from February 2 to February 6. 1. Why EPS Matters? Earnings per share(EPS) refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies. 2. Weekly List of Stocks

1. Which High Ex-dividend Stock (on 2 February ~ 6 February) do You Like the Most? Be Sure To Check Out the Last Chance to buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Graham(GHC)$ and $Valero(VLO)$ showing below are about to give decent dividends into "your pocket". Editor's notes: A dividend-paying stock’s ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment. If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just p

If you thought you knew where to hide in this market, this week just shredded the map. Typically, healthcare is the "safe harbor" while tech and autos are the "stormy seas." But Q4 earnings just flipped that logic upside down. We witnessed a massive capital rotation: The traditional safety net, $UnitedHealth(UNH)$ , collapsed in a -19% freefall driven by policy fears, while the so-called "cyclical" sectors roared back to life. The market sent a loud and clear message: Cash Flow is King. Whether it's the exploding demand for AI infrastructure driving $Seagate Technology PLC(STX)$ and $ASML Holding NV(ASML)$ , or the shareholder-friendly buyback machines like

If this week’s earnings season were a movie, the plot twist just stunned the audience. The script was supposed to be simple: AI companies print money, and their stocks go up. Instead, we witnessed a brutal reality check. The "A-Students" of the AI world ( $ServiceNow(NOW)$, $Celestica(CLS)$, $SAP SE(SAP)$ ) delivered record-breaking report cards, only to be punished for not being perfect enough. The market punished them for the "sin" of high expectations, fearing that the cost of growth (CapEx) is becoming too high.Meanwhile, $Starbucks(SBUX)$ stumbled in with messy financials, but was welcomed with open arms simply for sho

As 2025 Q4 earnings season enters its most critical week in late January 2026, the US stock market stands at a crossroads of multiple narratives. This week, more than 100 S&P 500 components are scheduled to report their results.I. S&P 500 Status Quo: 10 Consecutive Quarters of Growth and Valuation ChallengesAccording to the latest FactSet data, the performance of the S&P 500 for Q4 2025 is characterized by steady growth but a declining "surprise factor":Earnings Performance: The blended earnings growth rate for the S&P 500 currently stands at 8.2%. If this holds, it will mark the 10th consecutive quarter of year-over-year earnings growth for the index.Revenue Growth: The blended revenue growth rate is 7.8%, representing the second-highest growth rate for the index since Q3

😀Hi Tigers, We invite you to take a closer look at the possible winners by EPS in the Q4 earnings season. In this post, we have highlighted the top 20 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from January 26 to January 30. 1. Why EPS Matters? Earnings per share(EPS), refer to the income per share brought to investors/shareholders in the open market. EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability. Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies. 2. Weekly List of Stock

1. Which High Ex-dividend Stock (on 26 January ~ 30 January) do You Like the Most? Be Sure To Check Out the Last Chance to buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Clorox(CLX)$ and $Royal Bank of Canada(RY)$ showing below are about to give decent dividends into "your pocket". Editor's notes: A dividend-paying stock’s ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment. If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase s