To The Moon

$Procter & Gamble(PG)$ is scheduled to report its fiscal Q3 2026 results on Friday, April 24, 2026, before the market opens. After a relatively flat Q2, this quarter is being viewed as a "recovery" pivot for the company. Earnings Forecast & Expectations Revenue: Consensus is pegged at $20.6 billion (approx. 2.2% to 4.2% YoY growth). Core EPS: Analysts expect $1.53 – $1.57, representing a ~2% YoY increase. The "Inflection" Narrative: Management previously signaled that Q2 would be the "softest" quarter of the year. Investors are now looking for proof that organic growth is accelerating back toward the 2–4% full-year target. Procter & Gamble (PG) reported its fiscal Q2 2026 results on January 22, 2026. The quarter was characterized by mana

investors are reacting positively to the extension of the ceasefire in the Middle East, with Bitcoin (BTC) rising and trading above $77,000–$78,000 as of April 22, 2026. The market has experienced a "relief rally" following news that the U.S.-Iran ceasefire was extended, which reduced immediate fears of further escalation in the region and helped stabilize energy prices.  Key Factors Driving Positive Sentiment (April 2026): Ceasefire Extension: President Trump’s announcement of an extended, or in some reports, indefinite, ceasefire with Iran has significantly reduced geopolitical risk premium, bringing stability to risk assets like Bitcoin. Massive Institutional Buying: Strategy (formerly MicroStrategy) $Strategy(MSTR)$ an

$Blackstone Group LP(BX)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates & Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a

$Intel(INTC)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, after the market closes. This report is a critical "prove-it" moment for the stock, which has surged approximately 74% year-to-date on AI optimism and turnaround momentum under CEO Lip-Bu Tan. Q1 2026 Consensus Estimates Revenue: ~$12.4 billion (consistent with Intel's guidance of $11.7B – $12.7B). EPS (Non-GAAP): ~$0.01 (near breakeven). Gross Margin: ~34.5% (a key pressure point due to 18A ramp-up costs). Intel’s fiscal Q4 2025 earnings (reported January 22, 2026) were characterized by a classic "beat and guide down" scenario. While the company exceeded analyst expectations for the quarter, the conservative outlook for early 2026 became the defining nar

$American Express(AXP)$ is scheduled to report its fiscal Q1 2026 earnings tomorrow, Thursday, April 23, 2026, before the market opens. After a mixed Q4 report where they missed slightly on both top and bottom lines, this quarter is a critical "prove it" moment for their premium-tier strategy and the recent Platinum card refresh. Q1 2026 Forecast & Analyst Estimates Earnings Per Share (EPS): The consensus estimate is $4.01 - $4.03, representing a ~10.7% increase year-over-year. Revenue: Analysts are looking for $18.62 billion, which would be a ~9.7% growth rate YoY. Guidance Context: Management previously provided full-year 2026 guidance of $17.30 - $17.90 EPS and 9% - 10% revenue growth. Any deviation from this range during the call will likel

$Boeing(BA)$ is scheduled to release its fiscal Q1 2026 earnings tomorrow, Wednesday, April 22, 2026, before the market opens. The stock has faced recent pressure, sliding roughly 3.4% last week following disclosures of wiring rework on the 737 MAX, which has shifted some expected Q1 deliveries into Q2. This makes the upcoming call critical for clarifying whether this is a minor timing issue or a broader production hurdle. Q1 2026 Consensus Estimates Revenue: Expected at approximately $21.92 billion (a ~12.7% YoY increase). Earnings Per Share (EPS): Estimated at -$0.84 (an improvement from the -$1.13 reported in Q1 2025). Implied Move: Options markets are currently pricing in a significant swing, consistent with BA's history of post-earnings volatil

$ServiceNow(NOW)$ is scheduled to report its fiscal Q1 2026 results tomorrow, Wednesday, April 22, 2026, after the market close. The stock enters this print under significant pressure, having declined roughly 35–47% year-to-date (depending on the recent swing lows around $96.66). This setup suggests that much of the "AI fatigue" and federal spending concern may already be priced in, creating a potential "relief rally" scenario if the numbers are simply "good enough." Key Estimates & Consensus Revenue: Consensus is $3.75B–$3.78B (up ~21% YoY). Adjusted EPS: Consensus is $0.96–$0.97 (up ~20-25% YoY). Subscription Revenue Guidance (Q1): Management previously guided to $3.65B–$3.67B. The fiscal Q4 2025 earnings report for ServiceNow (NOW), released

$IONQ Inc.(IONQ)$ shares surged over 20% in mid-April 2026, driven by a combination of high-profile government contracts, technical breakthroughs, and a broad rally in the quantum sector spurred by Nvidia. This surge, following a tough start to 2026 for quantum stocks, has sparked debate over whether the sector is seeing a fundamental repricing toward commercial maturity rather than just speculative hype.  Drivers of the Surge (April 2026) DARPA Contract Win: IonQ was selected for the Defense Advanced Research Projects Agency (DARPA) Heterogeneous Architectures for Quantum (HARQ) program, aiming to connect different quantum machines. Nvidia Catalyst: Nvidia launched open-source quantum AI models (including "Ising") on World Quantum

$Tesla Motors(TSLA)$’s breach of the $400 mark and subsequent pre-market pullback on April 20 reflects a classic tug-of-war between technical momentum and fundamental anxiety. As you look toward the April 22 earnings report, here is an analysis of the "turnaround" narrative and the potential for a May options play. Can Earnings Confirm a Turnaround? The April 22 report is being viewed less as an "auto" earnings call and more as an "AI infrastructure" update. Whether it confirms a turnaround depends on which "Tesla" the market decides to price: The Bear Case (Volatility Catalyst): Fundamentals are still under pressure. Q1 deliveries (358,023) came in below expectations, and some analysts (like those at Refinitiv) are warning of a significant earnin

$GE Aerospace(GE)$ is scheduled to report its Q1 2026 earnings on Tuesday, April 21, 2026, at 7:30 AM ET. As a newly minted pure-play aerospace leader following the GE Vernova spin-off, this report is a major litmus test for its ability to maintain high margins and convert its massive backlog into realized profit. Earnings Estimates & Context Consensus EPS: $1.81 (Range: $1.59–$1.81 depending on the analyst pool). Consensus Revenue: ~$11.61 billion (Up ~18% year-over-year). FY 2026 Guidance: The company previously set a target of $7.10 – $7.40 EPS. Watch for any tightening or lifting of this range. History: GE has a strong history of "beats," with an average earnings surprise of around 14% over the last four quarters. GE Aerospace’s Q4 2025 earn