Earnings surprises occur when the reported quarterly or annual earnings of a company are different than they were projected to be. This could be a good surprise or a bad surprise. The price of a stock will change quickly with this new information. Positive or negative earnings surprises occur when the earnings estimates for a company in a given quarter or year turn out to be better or worse than expected. Positive surprises will naturally cause the stock price to jump up, while negative surprises will cause the price to fall. Continue reading...
Earnings estimates are generally consolidated estimates which are averages of the estimates given by a number of market analysts. Companies give their own guidance on earnings estimations, and they will have their feet held to the fire, so to speak, if they are consistently off with their guidance, but most people will, rightly, give more weight to the consolidated estimates of outside experts. Earnings estimates on a publicly traded company will come from an array of industry analysts, and are normally consolidated into a single average estimate or range. The range might or average will certainly affect the trading prices of the stock, but not as much as adjustments to estimates will. Continue reading...
Earnings season describes not one, but four times in a year, when corporations release their quarterly earnings reports. Investors look forward to this time because they are able to get an update about how the year is going, compared to projections. After each fiscal quarter ends, there are a few weeks in which companies file their quarterly reports with the SEC and announce their current earnings and sales numbers. Each of these periods is known as earnings season. Continue reading...
As Q3 2025 earnings season kicks off, companies from Carnival to Nike reveal how they’re navigating inflation, rate cuts, and shifting demand. With tech, travel, retail, and EVs in focus, these results offer critical insights for investors in a volatile market. Continue reading...
A short position is a sale made by an investor for a security which he or she will deliver to the buyer in the near future, but which he or she is hoping will go down in price in the near future so that a profit can be retained from the price collected in the short sale. A short position is a bearish play on a security which an investor believes will decrease in price in the near future. The investor offers shares for sale, and collects the current market price for the shares from the buyer. Continue reading...
A long position - or to be “long a stock” - means that an investor has share ownership and will receive an economic benefit if the share price rises, and vice versa. Creating and maintaining a long position is simple: an investor just buys and owns the investment. A “long-only” strategy refers to an asset manager that only buys and sells securities in the portfolio as a management strategy - they will not use options or shorting strategies as a result. Continue reading...
The first week of November 2025 brings a pivotal earnings wave, with 18 major companies—from AMD and Palantir to Pfizer and Marriott—set to reveal Q3 results. As markets weigh AI investment, Fed policy, and consumer resilience, these reports will shape investor sentiment heading into 2026. Continue reading...
As Q3 2025 earnings season begins, investors look for clarity on how companies are navigating AI-driven growth, Fed policy changes, and inflation pressures. Tickeron’s Stock Analysis spotlights key reports from ASML, TSM, BAC, and ABT amid a pivotal market moment. Continue reading...
The October 22–24, 2025 earnings week unfolds amid renewed U.S.-China tensions, a government shutdown, and stubborn inflation. With AI-driven spending soaring and valuations stretched, investors will watch key reports from Tesla, IBM, Intel, and P&G for clues to market resilience. Continue reading...
Subprime loans are loans made by institutions to individuals who do not meet the industry standards for a desirable loan client. Lenders such as banks and mortgage companies are able to shift much of the risk of loans they make by selling the debt off to investors and investment banks in the form of collateralized mortgage obligations and other forms of securitized debt. This paves the way for lenders to adopt more liberal guidelines around who can receive a loan for their home purchase and so forth. A thorough banker who is preserving the financial stability of his employing institution will perform due diligence to prove that a client can meet the repayment schedule for the loan by showing adequate cash flow and credit history. Continue reading...
A high volume of loans issued to those who were unable to repay them, and a high volume of derivative securities traded on top of these loans, contributed to the subprime meltdown of 2007-2009. A large amount of collateralized mortgage obligations (CMOs) and other collateralized debt were owned by large institutions and investors as alternative high yield investments prior to the crash of 2007-2009. Continue reading...
As the December 1–4, 2025 earnings week unfolds, Wall Street gets a stress test on the AI capex boom, bank credit quality, and consumer strength. This deep-dive breaks down sector winners, hidden risks, and what the numbers signal for 2026 positioning. Continue reading...
From tech giants to consumer retailers, the August 13–15, 2025 earnings season will reveal how leading companies are navigating inflation, geopolitical risks, and shifting market dynamics in a rapidly evolving global economy. Continue reading...
As Q4 2025 unfolds, the October 27–28 earnings week delivers critical insights into how major companies—from healthcare and AI tech to energy, banking, and travel—are adapting to slowing job growth, persistent inflation, and the Fed’s recent rate cuts amid 3.8% U.S. GDP growth. Continue reading...
The Positive Volume Index (PVI) is a technical indicator that tracks increases in trade volume for an index or security, as well as the changes in price on those days. Paul Dysart developed the original version of this indicator for market indexes using advance-decline numbers instead of prices. The Positive Volume Index was then redesigned by Norman Fosback for individual securities – the version commonly used today. Continue reading...
As markets face economic uncertainty and an AI-driven transformation, the week of November 10–14, 2025, will test investor confidence. With limited U.S. data, softening labor trends, and key earnings from tech, energy, and finance, investors look to AI infrastructure as a guiding force for Q4 strategy. Continue reading...
Markets defied political turmoil as the S&P 500 hit record highs, gold surged past $3,800, Tesla smashed delivery expectations, and Bitcoin soared above $120K—all while a U.S. government shutdown and weak jobs data fueled uncertainty. Continue reading...
A long position in a security means owning shares and having a positive investment balance in a stock, bond, commodity, etc. This is done by simply buying and owning the investment. An investor with a long position in a stock will benefit financially when the price of the stock rises. What is a Short Position? What is Short Selling? Continue reading...
To be “long” means to own a security, and to essentially be bullish on it. A long position is to own a security and to expect it to appreciate. When people buy stocks, they are “long” those stocks. Listening to fund managers giving market commentary, you may hear them say they are “long” on China or Industrials or Apple Inc., and this means that even though they may have hedged their position with some “short” sales, their outlook for those markets is optimistic and their bullish bets outweigh their bearish ones. Continue reading...
The October 20–21, 2025 earnings week will test corporate resilience across major sectors—from defense and biotech to streaming and autos. As global growth slows to 3.2%, investors will gain crucial insights into pricing power, margins, and strategic adaptation amid economic uncertainty. Continue reading...