The CEO just kept buying: Ryan Cohen added 844,130 $GME shares for ~$22.8M on Oct 13 at $26.75–$27 — his second buy this month after $17.1M on Oct 2 — lifting his stake to 9.1%. When the boss keeps writing checks, what is he seeing that everyone else is missing?
BULL vs BEAR: $IBM — Q3 beat: $17.1B revenue, EPS $2.95 vs $2.86 expected, software +9%, FCF $3.0B. But shares fell 5% after hours, guidance held at 4–5%, and half the software growth came via M&A. Big Tech earnings Wed decide the AI-spend verdict. Bull or bear? Pick a side.
Eight straight beats and the bar keeps rising: $MA reports Thursday before the bell, with the Street looking for $5.16/share on $9.66B — up from $5.04 last quarter — while the stock sits within $3 of its 52-week high. Perfection is already priced in — what does a miss look like?
Google Cloud grew 82% last quarter — then the stock fell 7.1% the next day on a $195–205B capex guide. Wednesday after the close, $GOOGL gets its rematch: consensus $3.03/share on $127.9B revenue. Does the cloud growth finally outweigh the spending?
Thursday's first big test before the bell isn't a tech name — it's $LLY, fresh off a $1,311 all-time high. Consensus: $22.1B in revenue, but the real read is the pill — Foundayo already grabs ~1 in 3 new oral GLP-1 starts. Does the obesity trade still have room to run?
Wednesday's earnings pile-up has a name most people will scroll past: $FTNT reports after the bell too, after beating estimates 4 straight quarters while the stock doubled in a year. The crowded tape hides it — does the streak survive the busiest night of earnings season?
Wednesday is a two-act day for $MSFT: the Fed decides rates at 2pm ET, then Microsoft reports after the bell — consensus $4.71 EPS on ~$90.6B revenue, Azure guided near 45%, capex over $50B. Which headline moves the stock more?
BULL vs BEAR: $SOFI — BULL: StoneX initiated Buy, Q2 revenue +43% to $1.22B, members +35% to 15.8M. BEAR: KBW stays Sell, flagging a $1B+ pre-hedge rate hit to Q3. Earnings hit Tuesday — bull or bear?
Tuesday after the bell, $V reports — Street expects $3.44/share on $12.09B revenue. It beat by 9 cents last quarter, and this month it pushed stablecoin payouts and AI-agent invoice payments live. Will the print keep the run going?
Next week, $INTC reports Thursday after the bell — and options are pricing a ~10% swing either way. It has beaten estimates 4 quarters straight, yet sold off twice on the print. The question is not the beat — it is the guide. What breaks the pattern?
Circle Thursday: $AMZN reports after the bell, and the real story is AWS — 37% growth last quarter at a 39.4% margin — against a ~$220B capex bill for the year. Thursday's print answers whether that spend is buying growth or just cost. Which side of that bet are you on?
One FDA decision could remake $INO next Friday: Oct 30 is the target date for INO-3107, a DNA therapy for recurrent respiratory papillomatosis, where patients face repeated surgeries. Stock is down ~17% in a month to ~$1.09. Approval or rejection — which way does it break?
Boeing's Q3 report card lands Tuesday before the bell — and the headline number is already out: 161 jets delivered, just 124 of them 737s. Street expects a 21-cent loss on $24.53B. The real test: cash flow vs its $1–3B full-year target. Does $BA finally turn the corner?
BULL vs BEAR: $LKQ — new CEO starts Dec 15 and JPM still says Overweight, $27 target vs $17.42. But CEO was ousted, guidance pulled, Europe revenue -9.8%, Q3 EPS 47-53¢ vs 69¢ expected. Turnaround or trap? Pick a side.
82% response rate in advanced pancreatic cancer — without chemo: $TNGX just posted Phase 1/2 data showing 88% progression-free at 9 months across 22 patients. Friday options followed: 1,888 calls, 130% above normal. Phase 3 launches 1H 2027. Somebody wants in early.
A 30% call-volume spike hit $CVX Friday — 54,082 contracts — the same week BofA raised its target to $252. Chevron is also betting $13.8B on Argentina's Vaca Muerta shale and eyeing Iraq's West Qurna 2. Who's building the position?
Phase 3 data moved $MLTX Thursday; Wednesday the options tape lit up: 4,294 calls, 274% above normal. Its nanobody BLA for hidradenitis suppurativa went to the FDA Sept 30 — acceptance decision lands in weeks. HC Wainwright targets $50. Is the tape front-running the verdict?
FDA rejected its NDA last November. Yesterday it accepted $BHVN's refiled Vyglxia NDA — and 6,072 calls traded Thursday, 155% above normal volume. Stock ripped 25% to $14.69, its best day in 3 years. Decision date: Q1 2027. Comeback story, or rejection No.2 loading?
BULL vs BEAR: $MRNA — BULL: UBS calls the melanoma data solid — the vaccine cut recurrence risk 42% in a 1,100-pt trial, full results hit Madrid Saturday. BEAR: -18% today, TD Cowen says it missed elevated expectations, $90 target implies 50%+ downside. Sell-the-news or verdict?
