HUGE EARNINGS WEEK AS MARKETS START TO PEAK

BIG EARNINGS WEEK LIGHTENING ROUND! 🌩️⏩

1. Amazon (AMZN)

   
   

   • Main news: Q3 beat; AWS growth strong; raised/solid guidance.

   • Market reaction: Huge pop after hours (double-digit % jump ~+10–15% on the beat). 📈🔥

   • Why price moved: AWS margins + AI/cloud momentum = re-rating hope.

   • Analyst vibe: Mostly Buy / Overweight consensus with targets raised by many shops (bullish). 💬

   
   

2. Mastercard (MA)

   
   

   • Main news: Smashed Q3 forecasts — payments volumes strong.

   • Market reaction: Strong positive (shares rose on the print). 💳📈

   • Why price moved: Global payments rebound + cross-border spend.

   • Analyst vibe: Largely Buy/Hold — growth & moat respected. 👍

   
   

3. Exxon Mobil (XOM)

   
   

   • Main news: Q3 profit beat forecasts.

   • Market reaction: Up — energy names lifted on stronger profits. 🛢️📈

   • Why price moved: Better refining / upstream cash flow vs expectations.

   • Analyst vibe: Buy/Hold depending on oil outlook. ⛽

   
   

4. Amazon peers: Alphabet (GOOGL) & Microsoft (MSFT) (grouped because both reported and AI/cloud commentary mattered)

   
   

   • Main news: Ads/cloud/AI beats or solid prints; guidance/AI wins mattered.

   • Market reaction: Positive overall across big tech (reacted to AI narrative). 🤖📈

   • Analyst vibe: Mostly Buy / Overweight for long term; short-term volatility possible.

   
   

5. ServiceNow (NOW)

   
   

   • Main news: Q3 beats on revenue & EPS — enterprise spending healthy.

   • Market reaction: Up on the beat. 🖥️📈

   • Analyst vibe: Buy/Outperform from many enterprise software watchers.

   
   

6. SoFi (SOFI)

   
   

   • Main news: Record Q3; better metrics (loan originations, margins).

   • Market reaction: Shares jumped on the print. 💸🚀

   • Analyst vibe: Mixed but improving — Buy/Hold depending on credit outlook.

   
   

7. UPS (UPS)

   
   

   • Main news: Q3 sales surprise — better than feared for logistics.

   • Market reaction: Big jump (~+18% noted earlier). 🚚📈

   • Why: Volume and pricing relief; investors cheered execution.

   • Analyst vibe: Moving more bullish (Buy/Hold).

   
   

8. Eli Lilly (LLY)

   
   

   • Main news: Q3 beats + raised view thanks to Mounjaro/Zepbound.

   • Reaction: Up on drug demand story. 💉📈

   • Analyst vibe: Buy from many due to blockbuster drug growth.

   
   

9. Merck (MRK)

   
   

   • Main news: Q3 beat — steady pharma results & pipeline strength.

   • Reaction: Up/modest; defensive pharma play. 🧪👍

   • Analyst vibe: Buy/Hold, defensive name.

   
   

10. Kraft Heinz (KHC)

    
    

    • Main news: beats on Q3 for some — staples show resilience & margin control. 🥨📈

    • Reaction: Modest buy the rumors — defensive inflows.

    • Analyst vibe: Hold/Buy for income/value investors.

👍 Solid / Mixed Beats — beat numbers but with caveats

11. AbbVie (ABBV)

    
    

    • Main news: Q3 snapshot — generally beat; pipeline & cash flow called out. 💊

    • Reaction: Up/moderate.

    • Analyst vibe: Buy/Hold (depending on pipeline).

    
    

12. Chipotle (CMG)

    
    

    • Main news: Q3 results — looks at comps & digital trends. 🌯

    • Reaction: Mixed — if comps beat, stock helped; watch margins.

    • Analyst vibe: Hold/Buy for growth in dining.

    
    

13. Etsy (ETSY)

    
    

    • Main news: Q3 beat on sales & revenue. 🛍️

    • Reaction: Up but depends on sustainability.

    • Analyst vibe: Buy/Hold.

    
    

14. Paypal (PYPL)

    
    

    • Main news: Q3 beats — payments momentum. 💳

    • Reaction: Up (modest).

    • Analyst vibe: Hold/Buy depending on margins.

    
    

15. Roku (ROKU)

    
    

    • Main news: Q3 beat but device weakness noted (ad business still okay). 📺

    • Reaction: Mixed — revenue beat but hardware weakness capped gains.

    • Analyst vibe: Hold (ad business watched closely).

    
    

16. Mondelez (MDLZ)

    
    

    • Main news: Q3 beat. 🍪

    • Reaction: Up/modest.

    • Analyst vibe: Hold/Buy.

    
    

17. Whirlpool (WHR)

    
    

    • Main news: Q3 sales beat — appliance demand holding in pockets. 🧺

    • Reaction: Up on beat.

    • Analyst vibe: Hold.

    
    

18. Keurig Dr Pepper (KDP) & The Cheesecake Factory (CAKE)

    
    

    • Main news: beats and solid metrics (drinks/restaurant resilience). ☕🍰

    • Reaction: Modest positive.

    • Analyst vibe: Hold.

    
    

19. CVS Health (CVS)

    
    

    • Main news: Q3 report with pharmacy/health metrics — mixed but stable. 🏥

    • Reaction: Mixed.

    • Analyst vibe: Hold (healthcare exposure).

    
    

20. Visa (V)

    
    

    • Main news: Q4 metrics looked okay — payments still healthy. 💳

    • Reaction: Modest positive.

    • Analyst vibe: Buy/Hold.

🤷 Mixed / Disappointing — beats but other issues or guidance missed

21. Starbucks (SBUX)

    
    

    • Main news: Q4 lagged estimates — traffic or margin concerns. ☕📉

    • Reaction: Down or muted.

    • Analyst vibe: Hold/Cautious.

    
    

22. Roblox (RBLX)

    
    

    • Main news: Q3 loss but revenue beat — user monetization still improving. 🎮

    • Reaction: Mixed — revenue beat not enough to erase loss concerns.

    • Analyst vibe: Speculative / Hold.

    
    

23. Reddit (RDDT)

    
    

    • Main news: Q3 strong sales & DAU growth — monetization improving. 🗣️📈

    • Reaction: Up if investors liked the DAU trend.

    • Analyst vibe: Speculative / Buy for growth bettors.

    
    

24. Advance Auto Parts (AAP)

    
    

    • Main news: Q3 metrics in-line or mixed — auto aftermarket steady. 🛠️

    • Reaction: Mixed.

    • Analyst vibe: Hold.

👎 Misses / Big Disappointments — big negative reactions, guidance cut, or bad beats

26. Waste Management (WM)

    
    

    • Main news: Missed Q3 earnings & revenue estimates. 🚮📉

    • Market reaction: Down on the miss.

    • Why: Pricing/volume issues or cost pressure hit margins.

    • Analyst vibe: Reduce/Cautious.

    
    

27. NiSource (NI)

    
    

    • Main news: Earnings lagged; capex rising. 🔧📉

    • Reaction: Down/muted.

    • Analyst vibe: Hold/Cautious (capex risk).

    
    

28. D.R. Horton (DHI)

    
    

    • Main news: Missed Q4 estimates — housing weakness. 🏚️📉

    • Reaction: Down on the miss.

    • Analyst vibe: Sell/Hold depending on housing outlook.

    
    

29. Starbucks (again listed) & other consumer misses

    
    

    • Main news: missed, comp softness or cost pressure.

    • Reaction: Down.

    • Analyst vibe: Cautious.