📂 Earnings Replay

Earnings week opens with ABVX and GRFS on deck after a tech-led rally pushed the Nasdaq up 2.26%. The useful question is not just whether companies beat EPS, but whether the stock reaction confirms today's risk-on tape.

ABVX and KEP open the earnings calendar on Sept. 21, with AIR, AZO and THO due Sept. 22. The setup matters because indexes are holding up, but only 38.3% of stocks advanced into the week.

ABVX and KEP report Monday, followed by AIR, AZO and THO on Tuesday. The setup matters because the S&P 500 rose today while market breadth stayed weak, making reactions more important than headline EPS beats.

ABVX opens the week on Sept. 21 with consensus EPS at -$1.08, followed by KEP, AIR, AZO and THO. The real test is not just whether they beat estimates, but whether reactions confirm a calm VIX and narrow market tape.

VFS reports today with consensus EPS at -$0.26, opening a calendar that brings ABVX, KEP, AIR, and AZO over the next three sessions. After the Nasdaq rose 1.69% and VIX fell 10.23%, the key is not just the print but the reaction.

Lennar headlines the earnings calendar on the same day markets absorbed the first Fed hike in three years. The useful question is not just whether companies beat EPS, but whether guidance and stock reactions confirm the new rate backdrop.

CHRN and GRFS report today as the S&P 500 slips 0.48% and VIX jumps 7.95% to 17.1. This week’s prints matter less as simple beat-or-miss stories and more as tests of whether guidance can overcome a weaker tape.

KMTS and PLAY report Monday after a risk-on session pushed the S&P 500 up 0.86% and the VIX down 11.21%. The real test is not only whether EPS beats, but whether stocks hold gains after guidance resets expectations.

Stocks enter earnings week on a constructive tape: the S&P 500 gained 0.86% and VIX fell 11.21% to 15.84. KMTS and PLAY report Monday, setting the first test of whether company-level news can confirm the rally.

Stocks enter earnings week on firmer footing: the S&P 500 rose 0.86%, the Nasdaq gained 0.96%, and the VIX fell 11.21%. KR, KMTS, FPS, TCOM and CBRL now test whether company guidance supports the rally.

Stocks closed higher today, the VIX dropped 11.21%, and KR heads the next earnings slate with $1.05 in consensus EPS. The useful lesson is not just whether companies beat estimates, but whether the stock reaction confirms expectations were too low.

CASY, GME and TTAN report today, with CHWY and COO due Wednesday, giving traders a compact test of consumer demand and margin resilience. The key is not just whether EPS beats, but whether stocks can rally in a tape where only 37.8% of names advanced.

The S&P 500 slipped 0.38% while Tech rose 0.70%, setting up a split tape before CASY, ORCL, GME and TTAN report on Sept. 8. The lesson: watch not only the EPS number, but what each reaction says about its sector.

The S&P 500 slipped 0.38% Friday while Technology still rose 0.70%, setting up a selective earnings week. CASY, ORCL, GME, TTAN and AVAV give traders five different tests of whether expectations or reactions matter more.

KT kicked off the earnings slate on Sept. 4, but the bigger market test lands Sept. 8 with CASY, GME, ORCL and TTAN. In a soft index tape with Technology still leading, the reaction may matter more than the headline EPS.

The S&P 500 fell 0.44% today while Technology led sectors at +0.46%, setting a mixed backdrop for the next earnings wave. KT reports first, followed by CASY, GME, ORCL and TTAN on Sept. 8.

Nasdaq rose 1.40% and VIX fell to 14.32 just as CIEN, CPRT, DOCU, GWRE and IOT hit the earnings calendar. The lesson is not just who beats EPS, but whether the reaction confirms what was already priced in.

CIEN, CPRT, DOCU, GWRE and IOT all report on Sept. 3, just as the Nasdaq gained 1.40% and VIX fell to 14.32. The lesson is to separate the earnings number from the market’s reaction to guidance and risk appetite.

Broadcom fell despite upbeat earnings while Snowflake soared on an AI-fueled forecast, creating a clean earnings-reaction test for tech. With XLK slightly red and CIEN next up, the lesson is to watch the reaction, not just the headline beat.

Broadcom’s post-earnings drop gives this week’s tech reports a sharper edge. With VIX at 15.2 and 64.8% of stocks advancing, the lesson is how to separate the print from the market’s expectation reset.