This article is a continuation of previous article : [1/2] How SoftBank's $5.83B Sales Interacts With NVIDIA’s Upcoming Earnings. Due to the limit of 20,000 characters. In this article, we will discuss how SoftBank’s $5.83B sales would interacts with Nvidia’s upcoming earnings. Since the exit adds a new dimension to the story, it affects how the market will interpret NVIDIA’s upcoming results. Here’s how: Elevated Expectations + Higher Scrutiny NVIDIA is widely expected to report strong numbers for Q3 FY26: consensus revenue around US$54.6 billion (or up ~56% year-over-year) and EPS around US$1.25. Some analysts expect even more: for example, one expects revenue of US$56.8 billion and bullish guidance into Q4. With this exit, the market may treat the upcoming earnings as a test: strong num
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Palo Alto Networks (PANW) Stronger RPO and Guidance Raise Key To Short Rally
$Palo Alto Networks(PANW)$ is scheduled to report its fiscal Q1 2026 earnings on Wednesday, November 19, 2025, after market close. Analyst Consensus & Expectations The consensus among analysts points to continued double-digit growth, driven by strong demand in the cybersecurity sector and the company's platformization strategy. Note: PANW has a history of beating the Zacks Consensus Estimate on EPS in the trailing four quarters. However, the current Zacks model does not conclusively predict an earnings beat for Q1 2026. Palo Alto Networks (PANW) Fiscal Q4 2025 Summary PANW reported very strong results for its fiscal fourth quarter, ended July 31, 2025, beating Wall Street consensus on both the top and bottom lines. Performance Highlights
Palo Alto Networks (PANW) Stronger RPO and Guidance Raise Key To Short Rally
Can Lowe's (LOW) Earnings Show Consumer Market Strength Amidst Market Pullback?
$Lowe's(LOW)$ is scheduled to report its fiscal Q3 2025 earnings on Wednesday, November 19, 2025, before the market opens. Lowe's (LOW) is a key player in the home improvement sector, and its earnings report often provides insights into the health of both the professional and DIY consumer markets. Consensus Analyst Estimates The market is generally expecting moderate year-over-year growth in both revenue and earnings, despite ongoing macroeconomic headwinds like higher interest rates and a potentially soft DIY market. Key Context: Recent Momentum: Lowe's has a history of beating EPS estimates, having done so in the last four quarters. Analyst Sentiment: The consensus EPS estimate has seen a slight downward revision over the last 30 days, and the co
Can Lowe's (LOW) Earnings Show Consumer Market Strength Amidst Market Pullback?
Would You Consider Target (TGT) Earnings For Rotation Play?
$Target(TGT)$ is expected to report its fiscal Q3 2025 earnings on Wednesday, November 19, 2025, before the market opens. Target (TGT) Q3 2025 Earnings Analysis The current analyst consensus suggests a decline in both earnings and revenue compared to the same quarter last year (Q3 2024), reflecting continued consumer pressure and promotional activity. EPS Trend: The consensus EPS estimate has seen some minor downward revisions in the month leading up to the report, suggesting analysts are becoming slightly more cautious. Context: TGT's stock has underperformed the broader market, and its recent earnings reports have been volatile, including a stock drop after the Q2 2025 report. Target (TGT) Fiscal Q2 2025 Earnings Summary Target reported mixed res
Would You Consider Target (TGT) Earnings For Rotation Play?
Can Nvidia (NVDA) Make A Massive Beat -> Bullish Breakout?
$NVIDIA(NVDA)$ is expected to deliver another quarter report (scheduled for November 19, 2025) of substantial growth, driven almost entirely by its dominance in the AI data center market with the ramp-up of its Blackwell GPU Nvidia Q3 FY2026 Earnings Analysis Nvidia is expected to deliver another quarter of substantial growth, driven almost entirely by its dominance in the AI data center market with the ramp-up of its Blackwell GPU architecture.architecture. The expectations are extremely high, which means the company not only needs to beat these headline numbers but also provide strong forward-looking guidance to satisfy investors. Nvidia Fiscal Q2 2026 Earnings Summary Nvidia delivered strong results for Q2 FY2026, beating both revenue and EPS c
Can Nvidia (NVDA) Make A Massive Beat -> Bullish Breakout?
Would You Consider Medtronic (MDT) Earnings Play To Hedge?
$Medtronic PLC(MDT)$ is scheduled to report its fiscal Q2 2026 earnings before the market opens on Tuesday, November 18, 2025. Medtronic (MDT) Fiscal Q2 2026 Earnings Analysis The general consensus from analysts points to continued growth, supported by momentum in key product lines. MDT has a recent history of beating EPS estimates in the trailing four quarters, but this doesn't guarantee a positive stock reaction. Medtronic Fiscal Q1 2026 Earnings Summary Medtronic delivered a quarter that beat analyst expectations on both the top and bottom lines, driven by strong growth in key innovation-led segments. Key Performance Highlights Segment Strength: The Cardiovascular Portfolio and the Diabetes business were the standout growth engines. Cardiovascul
Would You Consider Medtronic (MDT) Earnings Play To Hedge?
Consumer Discretionary Home Depot Earnings Pave Way For Possible Rotation Trade?
$Home Depot(HD)$ is scheduled to report its fiscal third-quarter 2025 results on November 18, 2025, before the market open (BMO). Consensus Expectations The general consensus suggests a modest increase in the top and bottom lines year-over-year, but concerns remain about the pace of discretionary spending. Key Trends and Challenges The quarter is expected to reflect mixed consumer behavior influenced by the current economic environment: Strength in Pro Segment: Home Depot's professional (Pro) customer segment, which deals with larger projects, is expected to remain a key growth driver, supported by the "One Home Depot" strategy and recent acquisitions like GMS. DIY & Big-Ticket Weakness: Demand for high-ticket discretionary items (e.g., kitchen/
Consumer Discretionary Home Depot Earnings Pave Way For Possible Rotation Trade?
PDD Holdings (PDD) Earnings To Watch For Its Temu Growth
$PDD Holdings Inc(PDD)$ is scheduled to report its unaudited financial results for the third quarter ended September 30, 2025, before U.S. markets open on Tuesday, November 18, 2025. PDD Holdings (PDD) is an important company in the e-commerce space, driven by its platforms Pinduoduo (China) and the fast-growing international service, Temu. Q3 2025 Earnings Forecast & Analyst Estimates The consensus among analysts suggests a mixed picture for the quarter, with continued revenue growth but a potential decline in earnings year-over-year. Revenue Growth: The company is widely expected to report revenue growth, albeit at a slower pace than previous periods. This is largely driven by the continued international expansion of Temu. Profitability Press
PDD Holdings (PDD) Earnings To Watch For Its Temu Growth
Can Baidu (BIDU) Show AI Monetization From Non-Online Marketing Revenue?
$Baidu(BIDU)$ is scheduled to report its Q3 2025 financial results before the U.S. market opens on Monday, November 18, 2025. Q3 2025 Earnings Forecast & Key Metrics Analyst consensus suggests a challenging quarter in terms of year-over-year (YoY) growth, primarily due to persistent headwinds in the core online marketing business and elevated AI infrastructure costs. Note: Consensus estimates have seen a downward revision over the past 30 days, indicating lowering expectations for the quarter. Summary of Baidu (BIDU) Fiscal Q2 2025 Earnings Baidu reported its fiscal Q2 2025 earnings on August 20, 2025, revealing a mixed performance characterized by a significant transition toward its AI-centric future. While traditional segments faced strong h
Can Baidu (BIDU) Show AI Monetization From Non-Online Marketing Revenue?
Why and How I Would Do Option Play For AMD For Its AI Story.
$Advanced Micro Devices(AMD)$ mentioned on 11 Nov that it expected profit to triple by 2030, the data center chip market is set to grow to $1 trillion. With the AI bubbles narrative coming back, will investors be missing out on the AI story? In this article, I would like to share how we might want to look at this AI story, and how I plan to do option play for AMD for its AI story, I have been holding AMD for long-term. Here is how we planned to break it down: The big picture (AI/chip market + AMD’s positioning) The risk/structural questions (are investors missing out, is consolidation likely) Strategy considerations for an existing long position in AMD (including selling puts) and The Pros/cons of the “sell-put” approach Big Picture — Market + AMD
Why and How I Would Do Option Play For AMD For Its AI Story.
Trip.com Group (TCOM) Cost Of Growth Could Add Pressure To Its Profitability
$Trip.com Group Limited(TCOM)$ expected earnings date is Monday, November 17, 2025, after the U.S. market close. Trip.com Group (TCOM) upcoming fiscal Q3 2025 earnings suggests a continuation of strong revenue and earnings growth, primarily driven by a sustained recovery in the global and Chinese travel markets. Q3 2025 Earnings Consensus (CNY/USD) Analyst consensus forecasts, which are key drivers of short-term stock movement, are generally positive for the Q3 period ending September 2025, which covers the peak summer travel season. Note: The USD EPS consensus varies between $1.04 and $1.15 across sources. The YoY EPS comparison can be skewed by varying share count, non-GAAP adjustments, and fluctuating CNY/USD exchange rates between the reportin
Trip.com Group (TCOM) Cost Of Growth Could Add Pressure To Its Profitability
Focus On XPeng (XPEV) "Profitable Growth" For Upcoming Earnings
$XPeng Inc.(XPEV)$ is expected to be released on Monday, November 17, 2025, before the market open. Q3 2025 Earnings Analysis (Pre-Release) XPeng's third quarter is already largely characterized by its pre-announced vehicle delivery numbers and prior company guidance. 1. Delivery Volume (Pre-Announced) Actual Q3 2025 Deliveries: XPeng has already announced a total of 116,007 Smart EVs delivered in Q3 2025. This figure represents a massive 149% Year-over-Year (YoY) increase and is within the company's prior guidance range of 113,000 to 118,000 units. Implication: This record-high volume is already priced into the stock to a significant degree. The focus will now shift to whether this high volume successfully translated into better-than-expected fin
Focus On XPeng (XPEV) "Profitable Growth" For Upcoming Earnings
Will HIVE Digital Technologies (HIVE) Earnings Show Bitcoin Reversal?
$HIVE Digital Technologies Ltd(HIVE)$ is scheduled to release its fiscal Q2 2026 financial results on Friday, November 14, 2025, after the market close, with an earnings conference call on Monday, November 17, 2025, at 8:00 AM EST. HIVE Digital Technologies (HIVE) Q2 2026 Earnings Analysis HIVE's performance for this quarter will likely be a blend of Bitcoin mining profitability and the market's reaction to its strategic pivot toward High-Performance Computing (HPC) and Artificial Intelligence (AI) infrastructure. Consensus Estimates Analyst estimates for Q2 2026 are varied: Revenue: Consensus is around $80.62 million to $80.96 million. This would represent significant year-over-year growth (one source projects over 250% Y/Y growth). Earnings Per
Will HIVE Digital Technologies (HIVE) Earnings Show Bitcoin Reversal?
[2/2] How SoftBank's $5.83B Sales Interacts With NVIDIA’s Upcoming Earnings
[2/2] How SoftBank's $5.83B Sales Interacts With NVIDIA’s Upcoming Earnings
[1/2] How SoftBank's $5.83B Sales Interacts With NVIDIA’s Upcoming Earnings
We saw SoftBank exiting from its $5.83 billion of Nvidia share, and we are going to have Nvidia earnings soon, SoftBank is getting this money to fund its investments in other artificial intelligence (AI) companies and initiatives. There are some AI software, robotics, chip design companies in SoftBank AI invested companies. So in this article we would like to example the signals and rotation implications which might possibly happen. There are definitely several signals and rotation implications that emerge from SoftBank Group Corp.’s exit from its stake in NVIDIA Corporation (≈ US$5.8 billion) that we should unpack, particularly in view of upcoming $NVIDIA(NVDA)$ earnings. Key Signals From SoftBank’s Exit Here are the main takeaways: Capital recyc
[1/2] How SoftBank's $5.83B Sales Interacts With NVIDIA’s Upcoming Earnings
Quantum Computing (QUBT) Earnings Catalyst Would Be Narrower Loss and Significant Revenue Improvement
$Quantum Computing Inc.(QUBT)$ is scheduled to report its fiscal Q3 2025 earnings after the market closes on November 14, 2025. The quantum computing sector, as a whole, is in an early-stage commercialization phase, which means companies like QUBT are highly speculative. Here is a breakdown of the analysis and key metrics to watch. QUBT Q3 2025 Earnings Analysis & Forecast Consensus Estimates Expected Loss: A loss is expected, which is common for early-stage quantum companies due to heavy R&D and operational ramp-up costs. The consensus estimate has been revised slightly higher (indicating a potentially lower loss) in the past 30 days. Revenue Focus: Revenue is minimal and highly scrutinized. The market is looking for any substantial sign
Quantum Computing (QUBT) Earnings Catalyst Would Be Narrower Loss and Significant Revenue Improvement
Bit Digital (BTBT) Earnings Watch For Cloud Services Revenue Growth and Revenue From ETH Staking
$Bit Digital, Inc.(BTBT)$ is scheduled to release its financial results for the third quarter ended September 30, 2025, before the market opens on Friday, November 14, 2025. Analyst Consensus Estimates (as of the search results) The consensus suggests a notable increase in revenue and a near break-even on EPS, a significant improvement from the prior year. Bit Digital (BTBT) Fiscal Q2 2025 Earnings Summary and Guidance Bit Digital's fiscal Q2 2025 (period ended June 30, 2025) earnings report was characterized by a major strategic pivot away from Bitcoin mining and toward becoming a "pure-play Ethereum treasury and staking company." The financial results were mixed, reflecting this transitional phase. Financial Highlights (Q2 2025) The key takeaway
Bit Digital (BTBT) Earnings Watch For Cloud Services Revenue Growth and Revenue From ETH Staking
Applied Materials (AMAT) Forward Guidance To Watch.
$Applied Materials(AMAT)$ fiscal Q4 2025 earnings is scheduled for release on Thursday, November 13, 2025. Q4 2025 Earnings Consensus and Guidance Note: The consensus EPS estimate has seen a slight downward revision (0.4%) over the last 30 days. Applied Materials (AMAT) Fiscal Q3 2025 Earnings Summary AMAT reported strong financial results for its third fiscal quarter, exceeding analyst consensus on both the top and bottom lines. Segment Performance Highlights: Semiconductor Systems (SSS): Revenue was strong, driven by broad-based customer investments across foundry-logic, DRAM, and NAND (Flash memory's contribution nearly doubled YoY). Advanced Technologies & AI: Management highlighted strong wins in new solutions for DRAM (etch and new gap f
Applied Materials (AMAT) Forward Guidance To Watch.
JD.com (JD) New Business Losses To Watch. Narrow Loss Might Give Bullish Run.
$JD.com(JD)$ is expected to release its unaudited fiscal Q3 2025 earnings on Thursday, November 13, 2025, before the U.S. market opens. JD Q3 2025 Earnings Analysis & Expectations Analyst consensus suggests a mixed picture, with expectations of solid revenue growth but significant pressure on profitability due to increased investment in new initiatives. The key narrative for this quarter is the trade-off between market share gains (through the new food delivery venture and competitive retail pricing) and short-term margin compression. JD Fiscal Q2 2025 Earnings Summary JD.com released its unaudited financial results for the second quarter of 2025 (covering April 1 to June 30, 2025) on Thursday, August 14, 2025. The results were characterized by
JD.com (JD) New Business Losses To Watch. Narrow Loss Might Give Bullish Run.
Walt Disney (DIS) Earnings -> DTC Profitability To Watch
$Walt Disney(DIS)$ is scheduled to report its fiscal Q4 2025 earnings before the market opens on Thursday, November 13, 2025. Q4 2025 Earnings Forecast & Analysis Analysts generally expect mixed results, with a decline in Earnings Per Share (EPS) but modest revenue growth year-over-year. The market will be focused less on these headline numbers and more on the underlying divisional performance, particularly in the Direct-to-Consumer (DTC) and Experiences segments, as the company continues its strategic transformation. Summary of Disney's Fiscal Q3 2025 Earnings Disney's Q3 2025 results were generally positive on the bottom line, though the stock saw an immediate negative reaction due to mixed segment results and market concerns about the guidan
Walt Disney (DIS) Earnings -> DTC Profitability To Watch
Manulife (MFC) Insurance Stock Earnings To Hedge Against AI Bubble Pop?
$Manulife(MFC)$ is scheduled to release its fiscal Q3 2025 financial results after market close on Wednesday, November 12, 2025, with the conference call the following morning. Q3 2025 Earnings Forecast and Expectations Based on analyst consensus, expectations are generally positive for the quarter, though the growth rate is modest compared to the previous year's beat. EPS Growth: The consensus forecast of $0.74 represents a slight increase over the $0.73 reported in the same quarter last year. Recent Trends: Manulife has generally shown operational strength, with nearly half of life insurers in the sector recently exceeding expectations on a reported or core basis. However, their Q1 and Q2 2025 results were slight misses against consensus EPS. Man
Manulife (MFC) Insurance Stock Earnings To Hedge Against AI Bubble Pop?
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