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Catch the Drift

Catch the Drift

Hosted by Earnings Whispers

Episodes

170

Latest episode

Aug 2026

Language

EN

About the show

"Catch The Drift" is Earnings Whispers' podcast that offers a snapshot of key market factors such as investor sentiment, projected price movements, and chart analysis before and after earnings announcements. it is all about helping you anticipate moves and catch the post-earnings announcement drift.

Listen to episodes

60 recent
August 17, 20264 min

The Most Anticipated Earnings Releases for the Week of August 17, 2026

The most anticipated earnings releases for the week of August 17, 2026, are Walmart #WMT, Analog Devices #ADI, Alibaba Group #BABA, Target #TGT, Home Depot #HD, Baidu #BIDU, BILL Holdings #BILL, H World Group #HTHT, Klarna #KLAR, and The TJX Companies #TJX.https://www.earningswhispers.com/calendarThe week belongs to the big-box giants, and all eyes are on Walmart, which sits atop the most-watched list as investors look for confirmation that the American shopper is still spending. The mood heading into its report is quietly optimistic, and history suggests the stock tends to make a decent move when it opens the books. The picture gets more interesting across the home-improvement aisle, where Home Depot and Lowe's tell very different stories. Home Depot walks in carrying a chill in the air, with cooling expectations and softer signals suggesting traders are bracing for a stumble, while Lowe's has quietly won over the crowd and could surprise to the upside. Target and TJX round out the retail parade, with the discount-and-off-price crowd generally in better spirits than the traditional department players. Keep an eye on Deere as well, the farm-equipment bellwether that offers a read on the industrial and agricultural economy, though sentiment there is leaning cautious.#mostanticipated #earningswhispers #earningscalendar #stockmarket #investing

August 10, 20266 min

The Most Anticipated Earnings Releases for the Week of August 10, 2026

The most anticipated earnings releases for the week of August 10, 2026, are Nebius NBIS, Supermicro SMCI, Rocket Lab USA RKLB, CoreWeave CRWV, Lumentum LITE, Applied Materials AMAT, AST SpaceMobile ASTS, Firefly Aerospace FLY, Cisco Systems CSCO, and Plug Power PLUG.https://www.earningswhispers.com/calendarThis week is shaping up to be a battle between the confident and the cautious, and technology is where most of the fireworks will fly. Chip and networking heavyweights like Applied Materials, Cisco and Cardinal Health are strolling into their reports with the swagger of a team on a winning streak, riding real momentum from strong quarters and upbeat expectations. On the flip side, some of the market's favorite lottery tickets are giving off nervous energy. Names like CoreWeave, Nebius and Supermicro have investors bracing for turbulence, with the AI infrastructure crowd in particular looking wobbly beneath the hype. Rocket Lab, AST SpaceMobile and the rest of the space brigade remain the ultimate popcorn stocks, capable of doubling your excitement or halving your account before lunch. Watch Supermicro closely, because the mood there feels sour even as the numbers are supposed to look fine, and that kind of disconnect is exactly where surprises live.#mostanticipated #earningswhispers #earningscalendar #earningsseason #stockmarket

August 2, 20264 min

The Most Anticipated Earnings Releases for the Week of August 3, 2026

The most anticipated earnings releases for the week of August 3, 2026, are SanDisk #SNDK, Palantir Technologies #PLTR, AMD #AMD, Space Exploration Technologies #SPCX #Eli Lilly #LLY, ConocoPhillips #COP, D-Wave Quantum #QBTS, Western Digital #WDC, and AppLovin #APP.https://www.earningswhispers.com/calendar #MostAnticipated #earnings #EarningsSeason #earningswhispers #Palantir #SanDisk #SpaceX #EliLilly #dwave #WesternDigital #AppLovin #earningswhisper

July 26, 20263 min

The Most Anticipated Earnings Releases for the Week of July 27, 2026

The most anticipated earnings releases for the week of July 27, 2026, are Microsoft ⁠#MSFT⁠, Apple ⁠#AAPL⁠, Amazon ⁠#AMZN⁠, Meta Platforms ⁠#META⁠, Bloom Energy ⁠#BE⁠, SoFi ⁠#SOFI⁠, Boston Scientific ⁠#BSX⁠, Applied Digital ⁠#APLD⁠, Seagate Technology ⁠#STX⁠, and Enphase Energy ⁠#ENPH⁠. https://www.earningswhispers.com/calendar ⁠#mostanticipated⁠ ⁠#earningseason⁠ ⁠#earningscalendar⁠ ⁠#microsoft⁠ ⁠#apple⁠ ⁠#amazon⁠ ⁠#meta⁠ ⁠#sofi⁠ ⁠#bloomenergy⁠ ⁠#applieddigital⁠ ⁠#bostonscientific⁠ ⁠#paypal⁠ ⁠#seagate⁠ ⁠#earningswhispers⁠ ⁠#earningswhisper⁠ #earnings

July 20, 20265 min

The Most Anticipated Earnings Releases for the Week of July 20, 2026

The most anticipated earnings releases for the week of July 20, 2026, are Tesla #TSLA, Intel #INTC, Alphabet #GOOGL, ServiceNow #NOW, Nokia #NOK, AMC Entertainment #AMC, IBM #IBM, GE Vernova #GEV, Texas Instruments #TXN, and Halliburton #HAL.https://www.earningswhispers.com/calendar#mostanticipated #earningsseason #earningscalendar #earningswhispers #tesla #google #nokia #intel #servicenow #gevernova #texasinstruments #earningswhisper

July 12, 20264 min

The Most Anticipated Earnings Releases for the Week of July 13, 2026

The most anticipated earnings releases for the week of July 13, 2026, are Netflix #NFLX, UnitedHealth Group #UNH, Citigroup #C, Goldman Sachs #GS, ASML #ASML, TSMC #TSM, JPMorgan Chase #JPM, Progressive #PGR, Bank of America #BAC, and Wells Fargo #WFC.https://www.earningswhispers.com/calendar#mostanticipated #earningsseason #earningscalendar #earningswhispers #netflix #unitedhealth #citi #goldmansachs #asml #tsmc #jpmorgan #progressive #bankofamerica #aehrtestsystems #earnings #earningswhisper

June 29, 20262 min

The Most Anticipated Earnings Releases for the Week of June 29, 2026

The most anticipated earnings releases for the week of June 29, 2026, are Nike #NKE , AeroVironment #AVAV , Constellation Brands #STZ , General Mills #GIS , FactSet Research Systems #FDS , Bassett Furniture #BSET , Concentrix #CNXC , Franklin Covey #FC , UniFirst #UNF , and MSC Industrial Direct #MSM . https://www.earningswhispers.com/calendar #mostanticipated #earningscalendar #nike #earningswhispers #constellationbrands #aerovironment #generalmills #factset #mscindustrial #progresssoftware #unifirst #concentrix #franklincovey #earningswhisper #earnings

June 22, 20268 min

The Most Anticipated Earnings Releases for the Week of June 22, 2026

The most anticipated earnings releases for the week of June 22, 2026, are Micron Technology #MU, Carnival #CCL, FedEx #FDX, Lotus Technology #LOT, Paychex #PAYX, BlackBerry #BB, Nano-X #NNOX, Trip.com #TCOM, Fervo Energy #FRVO, and KB Home #KBH.https://www.earningswhispers.com/calendar#mostanticipated #earningscalendar #earningswhispers #micron #carnival #fedex #lotus #paychex #blackberry #nanox #tripdotcom #khbome #fervo #earningswhisper

June 14, 20267 min

The Most Anticipated Earnings Releases for the Week of June 15, 2026

The most anticipated earnings releases for the week of June 15, 2026, are Kroger #KR, Progressive #PGR, Accenture #ACN, Jabil #JBL, Domo #DOMO, High Tide #HITI, Canopy Growth #CGC, La-Z-Boy #LZB, CarMax #KMX, and Vince #VNCE.https://www.earningswhispers.com/calendar #mostanticipated #earningswhispers #kroger #progressive #accenture #jabil #hightide #canopy #LaZBoy #carmax #vince #smithandwesson #Comtech #earningswhisper #earnings #earningscalendar

June 8, 20268 min

The Most Anticipated Earnings Releases for the Week of June 8, 2026

The most anticipated earnings releases for the week of June 8, 2026, are Oracle #ORCL, Adobe #ADBE, FuelCell Energy #FCEL, Chewy #CHWY, Vail Resorts #MTN, Campbell Soup #CPB, Casey’s General Stores #CASY, Academy Sports + Outdoors #ASO, Uranium Energy #UEC, and United Natural Foods #UNFI.https://www.earningswhispers.com/calendar#mostanticipated #EarningsCalendar #earningswhispers #earnings #oracle #adobe #fuelcell #chewy #vailresorts #campbellsoup #caseys #earningswhisper

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