Wall Street Horizon

Q1 reporting season kicks off next week, led by the major banks on Tuesday. We'll see it quickly ramp up with 1,100+ companies reporting for the week of the 20th, and 2,500+ reporting for the week of the 27th. Watch for: $AAPL, $MSFT, $AMZN, $GOOGL, $TSM, $LLY, $TSLA, $CVX, $NFLX, $MS, $UNH, $RTX, $GEV, $PM, $XOM, $LIN, $C, $T, $VZ and many more. Note: Any companies marked with an * are unconfirmed. Data as of April 10, 2026.

Beyond the earnings call! Q2 investor conferences offer vital clues on capital allocation, AI disruption, and macro risks. @ChristineLShort 's latest research highlights the key events and themes to watch across all major sectors to stay ahead of the curve: wallstreethorizon.com/blog/Q2-2026-I… #Conferences #Investing #StockMarket #Economy

Q1 2026 earnings are here. While the S&P 500 eyes a 6th quarter of double-digit growth, a "wait-and-see" approach is emerging as firms like $STZ pull guidance amid macro fog. @ChristineLShort previews the peak weeks ahead in her Q1 earnings preview: wallstreethorizon.com/blog/Q1-2026-E… #Earnings #Investing #StockMarket Note: Data below as of April 10, 2026. Firms marked with an asterisk were unconfirmed as of April 10. Unconfirmed dates are estimated based on historical reporting patterns.

Q1 earnings season officially kicks off today.

@brewmarkets Thanks for the repost! Just a quick note, this data is as of April 10, 2026. Any firm marked with an * is unconfirmed as of April 10, we estimate dates based on historical reporting patterns.

Tomorrow brings key wholesale inflation data and a dense cluster of corporate events. A notable trend is the delayed earnings dates for select technology components, which historically serves as a bearish signal for upcoming results. Tomorrow morning: - US PPI-Final Demand provides a critical look at wholesale inflation at 08:30 ET. - Lumen Technologies $LUMN hosts an Analyst Meeting, titled AI`s Next Chapter Fireside Chat 2026. - The Bank of New York Mellon $BK holds its Shareholder Meeting. Two later than usual earnings announcements: - SurgePays Inc. $SURG confirmed its earnings date for tomorrow. With a Z-score of 3.07, this is significantly later than its historical average for this quarter. - Creative Realities, Inc. $CREX also reports tomorrow with a highly delayed confirmed date (Z-score: 3.46), later than its historical average for this quarter. #earnings #stockmarket #macro #tech #investing #trading

The Q1 reporting season officially kicks off tomorrow morning! All eyes/ears on initial commentary from the big banks.

Our Head of Research, @ChristineLShort, joined @huangryan on @moneyfm893 and discussed the market's massive comeback following the latest geopolitical developments. She also shared her insights on bank earnings, IPO momentum, and the resilience of today's consumer. Listen to the full episode below. omny.fm/shows/moneyfm8… #stockmarket #investing #trading #research #ipo #consumersentiment

Movie theater demand is emerging as a rare bright spot, even as pressure builds across lower and middle income consumers. @ChristineLShort of @WallStHorizon breaks down what the latest data signals for the broader economy with @RemyBlaireNews.

Today on Market Movers: →@ahern_brendan of @KraneShares → @JeffreyJRoach of @LPL Financial → @ChristineLShort of @WallStHorizon → @perkinscr97 of 250 Digital Asset Management → David Busch of Trajan Wealth Plus more from @RemyBlaireNews. x.com/i/broadcasts/1…

The 2026 IPO bottleneck is breaking. Q1 saw 127 filings, and massive debuts from SpaceX, OpenAI, and Anthropic are slated for later this year. @ChristineLShort's breaks down the drivers of this resurgence and what it means for institutional portfolios in her latest: wallstreethorizon.com/blog/The-2026-… #IPO #StockMarket

In her latest, @ChristineLShort breaks down how Hollywood's packed 2026 slate acts as a high-frequency, forward-looking indicator of consumer health. With $AMC, $CMCSA, and $DIS leading Q2-Q3 releases, this alternative data offers vital clues ahead of earnings season. Read more: wallstreethorizon.com/blog/A-Box-Off… #stockmarket #investing #trading #consumerspending

Our Head of Research, @ChristineLShort, joined @SchwabNetwork this morning to preview Delta Air Lines $DAL ahead of their Q1 earnings report tomorrow. Speaking with @sam_vadas, Christine discussed how Delta serves as a critical bellwether for the airline sector and the broader health of the U.S. consumer. The conversation covered the impact of $115 oil prices on margins, the resilience of premium travel demand, and the competitive advantage of Delta’s refinery ownership. Watch the full segment to see what these early results could signal for the rest of the industry. youtube.com/watch?v=w1fuzj… #detla #airlines #stockmarket #consumer #oil

While global Q1 2026 dividend hikes hit their highest level since 2019, the regional data tells a different story. As the chart shows, countries like Australia, New Zealand, and Brazil are seeing more dividend cuts than hikes. Dive into the global divide in @ChristineLShort's latest research: wallstreethorizon.com/blog/Q1-2026-D… #dividends #investing #stockmarket #trading

A reporting revolution is looming as the SEC and Canadian regulators consider shifting from quarterly to semi-annual earnings. @ChristineLShort explores how this six-month cadence could impact volatility, transparency, and the IPO market in her latest our analysis: wallstreethorizon.com/blog/The-Repor… #stockmarket #earnings #investing #trading

Software stocks are seeing a surge in buyback announcements as markets stumble, but will these authorizations actually be executed? With macro pressures rising, upcoming shareholder meetings will reveal if boards are truly confident or just preserving capital. @ChristineLShort details this and more in her latest analysis: wallstreethorizon.com/blog/Is-Corpor… #buybacks #investing #stockmarket #trading #tech #ai

Earnings look back, but Investor Days look forward. These events are critical for uncovering long-term cap-ex plans and AI strategy before they hit the tape. In her latest research, @ChristineLShort breaks down 5 upcoming analyst days you should watch: $GNRC, $PWR, $HSY, $CEG, $FDX. Read more: wallstreethorizon.com/blog/from-ai-t… #stockmarket #investing #trading #analystdays #ai #consumer

As the retail sector wraps up Q4, "cautious optimism" is the defining theme for the year ahead. Check out this insightful deep dive by @AlexVuocolo at @MorningBrew, featuring commentary from our Head of Research, @ChristineLShort, on why retailers are shifting their focus from heavy discounting to strategic product curation. Read the full breakdown below. retailbrew.com/stories/2026/0… #RetailEarnings #MarketInsights #ConsumerTrends #retail #stockmarket

Tech and consumer discretionary earnings share the stage with the start of the Federal Reserve's policy meeting today. Several companies are presenting notable deviations from their historical reporting norms, providing possible early directional cues. Live / Released: - FOMC Meeting: The Federal Reserve's two-day policy meeting officially begins today, setting the macro backdrop for the week. Coming Up / After Close - $LULU: Earnings release coincides with a significant DateBreak factor (Z-score: -3.65). The company is reporting notably earlier than its historical average, which academic research has shown can point to positive news being released. This is the earliest they've reported Q4 results. - $DOCU: Earnings release features a bearish DateBreak factor (Z-score: 3.07), indicating a later-than-usual reporting date. This is the latest they've reported Q4 results. Tomorrow Morning - $M: Earnings release before the bell. This is the first time they've reported Q4 results on a Wednesday, they usually report on Tuesday or Thursday. #stocks #stockmarket #investing #trading

Big week ahead for AI & Tech with $NVDA's GTC AI Conference starting on Monday (March 16). Many public companies are sent to present, who do you want to hear from most? Watch for presentations from: $APH, $ADI, $APLD, $BAH, $GEV, $IQV, $540115.IN (L&T Technology), $LSCC, $LCID, $7011.JP (Mitsubishi Heavy Industries), $ROK, $SOBKY, $TU, $TDC, $TER, $WULF, $TXN, $TMO, $TMUS, $VC, $GOOG, $AMZN, $CRWD, $DASTY, $LLY, $EQIX, $FFIV, $2317.TW (Foxcon), $IBM, $JNJ, $259960.KR (Krafton), $LRLCY, $MDT, $NDAQ, $NVDA, $PEP, $PUM.DE, $RXRX, $SERV, $TSLA, $DIS, $YUM. #tech #ai #investing #Nvidia #markets