Topic
Corporate Earnings
Company results seasons and the market's reading of profit, guidance and capital spending.
- Accounts fact Sep 30, 2026Nidec Files March Accounts With Auditor DisclaimerThe motor maker submitted its year-to-March-2026 securities report to the Kanto Finance Bureau; the auditor issued no opinion, and the net loss was 564 billion yen after EV-drive impairments.
- Adjuvant INT fact Aug 19, 2026Moderna’s Melanoma Shot Clears Phase 3Merck and Moderna said the Phase 3 INTerpath-001 trial of intismeran autogene plus KEYTRUDA met recurrence-free survival and distant metastasis-free survival against KEYTRUDA alone in completely resected stage IIB-IV melanoma. Shares jumped on the readout. Full numbers were not in the topline.
- Backlog Meets the Grid inference Aug 11, 2026CoreWeave Has $104 Billion Waiting for PowerThe neocloud reports 1.5 gigawatts active against 3.7 gigawatts contracted, while debt reaches $35.1 billion. Demand is booked; the costly part is switching it on.
- Leverage’s Budget Line inference Jul 29, 2026Two Chip Stocks Carry Korea’s BreakSamsung and SK hynix came to represent 52% of KOSPI just as 2x products tied to them nearly tripled. An earnings disappointment exposed the price of putting a national benchmark and a retail leverage boom on the same two names.
- Earnings Week Test inference Jul 21, 2026Semiconductors Rebound Off LowsInvestors returned to the semiconductor complex even as crude prices climbed and yields backed up. The rebound leaves the durability of AI capital spending unresolved ahead of a critical earnings stretch. Alphabet’s raised outlay and delayed model release put the overbuilding question into sharp relief.