Market News — Earnings Previews, Breakouts & Options Analysis

NU Aug 7, 2026

NU Earnings Preview: Nu Holdings Q2 2026 Report on August 13

Nu Holdings reports Q2 2026 earnings on August 13. Here's the price setup, options positioning, analyst estimates, and key levels to watch before the report.

COHR Earnings Preview: Coherent Inc. Reports August 12, 2026

Coherent Inc. (COHR) reports Q4 FY2026 earnings on August 12. Here's the full setup: price levels, options positioning, analyst estimates, and key levels to watch.

CSCO Earnings Preview August 12, 2026: What to Expect from Cisco Q4

Cisco reports Q4 FY2026 earnings on August 12. Here's the full setup: price action, options positioning, analyst estimates, and key levels to watch.

ESLT Earnings Preview: Elbit Systems Q2 2026 Report (Aug 11)

Elbit Systems (ESLT) reports Q2 2026 earnings on August 11. Here's the full setup: price action, options positioning, analyst estimates, and key levels to watch.

LITE Earnings Preview Aug 11: Can Lumentum Hold Its 42% Rally?

Lumentum reports August 11 with analysts expecting 105% revenue growth. Here's what the options market, technicals, and Wall Street consensus say ahead of LITE earnings.

ACM Earnings Preview: Aecom Reports August 10, 2026 — Q3 Setup

Aecom (ACM) reports earnings August 10, 2026. Here's the full pre-earnings setup: price action, options positioning, key levels, and analyst expectations.

HWM Earnings Preview: Howmet Aerospace Q2 2026 Report on August 6

Howmet Aerospace reports Q2 2026 earnings on Aug 6. Here's the full setup — analyst estimates, options positioning, key price levels, and what to watch.

DDOG Earnings Preview: Datadog Q2 2026 Report on August 6

Datadog reports Q2 2026 earnings on August 6. Here's the setup: price action, options positioning, analyst estimates, and key levels to watch for DDOG.

MAR Earnings Preview: Marriott Q2 2026 Report on August 3

Marriott International reports Q2 2026 earnings on August 3. Here's the setup: price action, analyst estimates, options positioning, and key levels to watch.

BKNG Earnings Preview: Booking Holdings Q2 2026 — August 4

Booking Holdings reports Q2 2026 earnings on August 4. Here's the technical setup, options positioning, analyst estimates, and key price levels to watch for BKNG.

AMGN Earnings Preview: Amgen Q2 2026 Report Due August 4

Amgen reports Q2 2026 earnings on August 4. Here's the full setup: price action, options positioning, analyst estimates, and key levels to watch.

J Earnings Preview: Jacobs Solutions Q3 FY2026 Report — August 4

Jacobs Solutions (J) reports Q3 FY2026 earnings on August 4. Here's the full setup: analyst estimates, options positioning, key price levels, and what to watch.

MELI Earnings Preview August 3: Key Levels, Options Positioning & What to Expect

MercadoLibre reports Q2 2026 earnings on August 3. Here's the setup: price levels, options walls, analyst estimates, and key risks ahead of the print.

ANET Earnings Preview: Arista Networks Q2 2026 Report on August 4

Arista Networks reports August 4. Here's the technical setup, options positioning, analyst estimates, and key price levels to watch for ANET earnings.

ADP Earnings Preview: Q4 FY2026 Report Due July 29 — What to Expect

ADP reports Q4 FY2026 earnings on July 29. Here's the full setup: price action, options positioning, analyst estimates, and key levels to watch.

UPS Earnings Preview Q2 2026: Key Levels & Options Setup for July 28

UPS reports Q2 2026 earnings on July 28. Analyst consensus sees EPS of $1.66 (+7% YoY). Here's the price setup, gamma walls, and key levels to …

Is NVIDIA's Growth Already Priced In? A Reverse-DCF Answer

A reverse DCF on NVIDIA at $202.81: the price demands a 34.6% five-year revenue CAGR — almost exactly what analysts expect. Only 9.3% of companies in …

The Memory-Centric AI Thesis: Why Memory Could Matter More Than GPUs

Compute-in-memory research is accelerating while LLM inference offloads its KV cache to dedicated memory. If memory becomes the AI bottleneck instead of GPUs, MU, ALAB, MRVL, …

NOW Earnings Preview July 22: Setup, Key Levels & What Options Say

ServiceNow reports Q2 2026 earnings on July 22. Here's the full pre-earnings breakdown: price action, options positioning, analyst estimates, and key levels to watch.

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TRMB Earnings Preview: Trimble Q2 2026 Setup for August 12