Catch the Drift

Hosted by Earnings Whispers

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178

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Oct 2026

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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.

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October 19, 20263 min

The Most Anticipated Earnings Releases for the Week of October 19, 2026

The most anticipated earnings releases for the week of October 19, 2026, are Netflix #NFLX, Tesla #TSLA, SpaceX #SPCX, Cleveland-Cliffs #CLF, Bloom Energy #BE, Intuitive Surgical #ISRG, IBM #IBM, Meta Platforms #META, GE Aerospace #GE, and General Motors #GM.This is one of those weeks where Wall Street practically holds its breath. The marquee names are the ones everyone already has an opinion about. Netflix kicks things off with the kind of buzz that suggests traders expect good news from your weekend binge habit, while the social media giant behind your feed is heading in with quiet confidence and a tailwind at its back. On the industrial side, the aerospace and defense crowd looks sturdy, with the jet-engine maker and a cluster of missile-and-radar names walking in on solid footing. Carmakers are the wildcard: the electric-vehicle pioneer remains the stock everyone loves to argue about, and after a rough stretch the mood around it is cautiously warming, while the old-guard Detroit automaker is drawing surprisingly upbeat vibes. Expect fireworks either way, since options traders are bracing for some of these to swing hard the morning after.https://www.earningswhispers.com/calweek#mostanticipated #earningsseason #earningscalendar #earningswhispers #netflix #tesla #spacex #earningswhisper #stockmarket #earnings

October 12, 20264 min

The Most Anticipated Earnings Releases for the Week of October 12, 2026

The most anticipated earnings releases for the week of October 12, 2026, are UnitedHealth Group #UNH, JPMorgan Chase #JPM, ASML #ASML, Goldman Sachs #GS, Taiwan Semiconductor Manufacturing #TSM, Wells Fargo #WFC, Bank of America #BAC, Alcoa #AA, Domino's Pizza #DPZ, and Johnson & Johnson #JNJ.https://www.earningswhispers.com/calendarBuckle up, because this is the week Wall Street has been circling on its calendar. The nation's banking giants are about to throw open their books, and this crowd always sets the tone for everything that follows. JPMorgan and Citigroup are strolling in with a swagger, riding real optimism and a tailwind from solid results last time around. Citigroup in particular has the whisper crowd leaning bullish, hoping management keeps the good news flowing. Not everyone is bringing the same energy, though. Goldman Sachs is walking into the room under a cloud, with the mood decidedly sour and analysts quietly bracing for a stumble. Wells Fargo, Bank of America and the regional players round out a packed financials lineup, and when this many banks report in a single stretch, even small surprises can send ripples across the whole market.#mostanticipated #earningsseason #earningscalendar #earningswhispers #unitedhealthgroup #jpmorgan #goldmansachs #tsmc #wellsfargo #earningswhisper

October 5, 20264 min

The Most Anticipated Earnings Releases for the Week of October 5, 2026

The most anticipated earnings releases for the week of October 5, 2026, are Penguin Solutions #PENG, Applied Digital #APLD, PepsiCo #PEP, Constellation Brands #STZ, Delta Air Lines #DAL, Tilray Brands #TLRY, Levi Strauss & Co #LEVI, Apogee Enterprises #APOG, Byrna Technologies #BYRN, and Worthington Steel #WS.https://www.earningswhispers.com/calendar#mostanticipated #earningscalendar #penguinsolutions #applieddigital #pepsico #levis #tilray #delta #earningswhispers #earningswhisper #byrna #constellationbrands

September 27, 20266 min

The Most Anticipated Earnings Releases for the Week of September 28, 2026

The most anticipated earnings releases for the week of September 28, 2026, are Micron Technology #MU, Nike #NKE, Carnival #CCL, Accenture #ACN, Conagra Brands #CAG, Jabil #JBL, CarMax #KMX, Acuity #AYI, Vail Resorts #MTN, and Uranium Energy #UEC.https://www.earningswhispers.com/calendarThis week's earnings parade features a fascinating split between the winners strutting in with confidence and the stragglers hoping to avoid a beating. Micron leads the technology charge with real swagger, riding a wave of optimism that has traders betting big on the memory-chip maker after several strong quarters. Jabil is another tech name walking in with its head held high, and CarMax rolls onto the lot looking like it could surprise the skeptics with a bullish tone that stands out from the pack. These are the companies where the mood music is upbeat, the recent track record is solid, and expectations, while high, seem earned rather than wishful. When a stock arrives with this kind of momentum, even a decent report can send it higher, though it also raises the bar for what counts as good news.#mostanticipated #earningscalendar #micron #nike #accenture #jabil #carnival #earningswhispers #earningswhisper

September 19, 20264 min

The Most Anticipated Earnings Releases for the Week of September 21, 2026

The most anticipated earnings releases for the week of September 21, 2026, are Costco #COST, Cracker Barrel #CBRL, BlackBerry #BB, THOR Industries #THO, ABIVAX #ABVX, Darden Restaurants #DRI, General Mills #GIS, KB Home #KBH, MillerKnoll #MLKN, AutoZone #AZO. https://www.earningswhispers.com/calendar This week's earnings parade is heavy on the names that hit close to home, from the warehouse aisles of Costco to the dinner tables served by Darden and General Mills. Costco remains the marquee draw, and while the crowd loves the story, the mood heading in is surprisingly cautious given how much the stock has cooled since its last report. AutoZone and cleaning-and-uniforms powerhouse Cintas round out a strong showing from the everyday-economy crowd, both riding solid operational momentum even as traders temper their enthusiasm. The wild card is Cracker Barrel, which has quietly become one of the more optimistic setups on the calendar after a rough stretch, so keep an eye on whether the old country store can serve up a surprise. History suggests these stocks tend to swing more than a percent or two when the numbers hit, so buckle up.#MostAnticipated #EarningsCalendar #earningswhispers #stockmarket

September 8, 20263 min

The Most Anticipated Earnings Releases for the Week of September 7, 2026

The most anticipated earnings releases for the week of September 7, 2026, are Oracle #ORCL, Adobe #ADBE, 1-800-Flowers.com #FLWS, Casey's General Stores #CASY, Chewy #CHWY, AeroVironment #AVAV, Macy's #M, Braze #BRZE, Caleres #CAL, and Kroger #KR.https://www.earningswhispers.com/calendar #mostanticipated #earningswhispers #earningscalendar #volatility #oracle #adobe #caseys #chewy #aerovironment #macys #braze #kroger

August 31, 20264 min

The Most Anticipated Earnings Releases for the Week of August 31, 2026

The most anticipated earnings releases for the week of August 31, 2026, are Broadcom #AVGO, Credo Technology #CRDO, Ciena #CIEN, Dell Technologies #DELL, Palo Alto Networks #PANW, NIO #NIO, Hewlett Packard Enterprise #HPE, Snowflake #SNOW, UiPath #PATH, and Ambarella #AMBA.https://www.earningswhispers.com/calendar #mostanticipated #earningscalendar #earningswhispers #broadcom #credo #paloaltonetworks #snowflake #uipath #ambarella #earningswhisper

August 24, 20263 min

The Most Anticipated Earnings Releases for the Week of August 24, 2026

The most anticipated earnings releases for the week of August 24, 2026, are NVIDIA #NVDA, Marvell Technology MRVL, Salesforce CRM, IREN Ltd. IREN, CrowdStrike CRWD, XPeng XPEV, Kohl's KSS, Intuit INTU, Okta OKTA, and Autodesk ADSK.http://eps.sh/cal#mostanticipated #earningscalendar #stockmarket #earningswhispers #investors

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

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