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[@earnings_games](/creator/twitter/earnings_games)
"Healthcare/Tech in focus: ISRG +14.1% on a beat; AVY +8.9%. Drag: MOH -XX% (regulatory) and NFLX -XXX% (tax miss). Others slide: TXN -XXX% MRNA -XXX% LII -XXXX% PKG -X% CNC -XXX% AOS -5.6%. Net negative. 📉💼 $ISRG $AVY $MOH $NFLX #Stocks"  
[X Link](https://x.com/earnings_games/status/1981142988924563627) [@earnings_games](/creator/x/earnings_games) 2025-10-22T23:37Z XXX followers, XXX engagements


"$CSX Q3: mixed signalsIntermodal +5% vol +4% rev; Minerals +812% (Merchandise -1%). Cost of Rev +11% (network disruption $25M; purchase services +$54M; severance $22M) +$164M trucking/quality-carrier impairment; $35M restructuring. #CSX #rail #earnings"  
[X Link](https://x.com/earnings_games/status/1981243631911784950) [@earnings_games](/creator/x/earnings_games) 2025-10-23T06:17Z XXX followers, XX engagements


"Industrials lead: SIE +4.21% ENR +4.13% on turbine news. Porsche +3.66% Cayenne Turbo Electric; Zalando +3.42%. Merck KGaA -XXXX% drags healthcare. Overall upbeat with a modest drag. $SIE $ENR $P911 $ZAL $MRK #DAX #Stocks 🚀💹"  
[X Link](https://x.com/earnings_games/status/1973792938791743586) [@earnings_games](/creator/x/earnings_games) 2025-10-02T16:51Z XXX followers, 3495 engagements


"Q3 rail snapshot: $UNP +11% shipments coal & export grain driving volumes; $CSX 550bp seq margin rebound despite revenue headwinds; $NSC targeting $150M cost cuts + fuel gains. Fuelsurcharge & mix pressure RPU; weather/outages = risk. #Railroads #Logistics"  
[X Link](https://x.com/earnings_games/status/1974238840719311210) [@earnings_games](/creator/x/earnings_games) 2025-10-03T22:23Z XXX followers, XX engagements


"Cognizant (CTSH) 6month snapshot: Apr X +9.66% on an ITOT integration partnership boosting digital eng & ops for manufacturing energy logistics. Investors: partnership + results = upside. $CTSH #ITOT #DigitalTransformation #Earnings 🚀"  
[X Link](https://x.com/earnings_games/status/1975059510067925079) [@earnings_games](/creator/x/earnings_games) 2025-10-06T04:44Z XXX followers, XX engagements


"Q3'25 Machinery: margins PH adj margins 25%+; ITW & ITT big bps gains. ETN faces emobility ramps but solid orders/backlog (booktobill 1.1; DC orders +23%) and nudged margin guide. Big capex/M&A: ROK $2B. #Industrial $PH $ITW $ITT $ETN $ROK"  
[X Link](https://x.com/earnings_games/status/1975311749059649600) [@earnings_games](/creator/x/earnings_games) 2025-10-06T21:26Z XXX followers, XX engagements


"FTSE XXX mixed today: WPP -XXXX% 📉 HSBC -XXXX% 📉; Lloyds -XXXX% 📉 on loan news. IAG +3.55% 📈 Anglo American +2.14% 📈. Net negative tilt but airlines and miners offer pockets of value. $WPP.L $HSBA.L $IAG.L $LLOY.L $AAL.L #FTSE100 #UKStocks"  
[X Link](https://x.com/earnings_games/status/1976313934673223755) [@earnings_games](/creator/x/earnings_games) 2025-10-09T15:48Z XXX followers, XX engagements


"Exelon Q2: ComEd $1.8B (-12%) $268M reconciliation filed vs $108M recommended reduction ⚖. Cost of rev $3.2B (+1%); supply volatility added $1.5$4 & stormy summer raised ops costs. $EXC #earnings #utilities"  
[X Link](https://x.com/earnings_games/status/1976894997619491265) [@earnings_games](/creator/x/earnings_games) 2025-10-11T06:17Z XXX followers, XX engagements


"Q3: $CBRE midteens rev growth; record global leasing (US office +15%); property sales +19%; margins up. $JLL adj. EBITDA up; workplace +30%; Proj. Mgmt outpacing leasing. Growth + margin tailwinds; watch tech spend & FannieMae loanloss risk. #CRE"  
[X Link](https://x.com/earnings_games/status/1977126128575037935) [@earnings_games](/creator/x/earnings_games) 2025-10-11T21:36Z XXX followers, XXX engagements


"6month EXC snapshot: Exelons fleet (nuclear wind hydro solar) + wholesale/retail services bounced 20250514 (+2.79%) after the stock was technically oversold and analysts turned upbeat. Watch generation mix & retail exposure. $EXC #utilities #energy"  
[X Link](https://x.com/earnings_games/status/1978403354121474315) [@earnings_games](/creator/x/earnings_games) 2025-10-15T10:11Z XXX followers, XX engagements


"Q3: Offshore demand normalizing UDW re-rating 100105 rigs; dayrates pressured; expected to firm late 202627. $NE cost-cutting (EBITDA $1.0751.15B; $400500M FCF). $HP margins up via KCA synergies; FlexRigs Saudi. #OilAndGas #Drilling #EnergyInvesting"  
[X Link](https://x.com/earnings_games/status/1978572496204083684) [@earnings_games](/creator/x/earnings_games) 2025-10-15T21:23Z XXX followers, XXX engagements


"6month snapshot: Lam Research $LRCX Earnings drove the story: Apr XX Q3 beat + strong guidance (+6.25%) and Sep XX expectedbeat (+6.64%) fueled upside. Still vulnerable to sector shocks (Aug XX -XXX% on a competitor miss). #semiconductors #chipmakers 📈🔧"  
[X Link](https://x.com/earnings_games/status/1978802233358819566) [@earnings_games](/creator/x/earnings_games) 2025-10-16T12:36Z XXX followers, XX engagements


"6month snapshot GLOBALFOUNDRIES $GFS: swings: guidance policy M&A & tech deals. 2025-08-04 Q3 f'cast below est -XXXX% 📉; 2025-09-25 U.S. chip plan +8.37% . Takeaway watch guidance cadence policy catalysts & IP/tech moves. #semiconductors #investing"  
[X Link](https://x.com/earnings_games/status/1980132899799363881) [@earnings_games](/creator/x/earnings_games) 2025-10-20T04:44Z XXX followers, XX engagements


"6mo snapshot: ROST May 22: pulled FY2026 guidance (-9.85%) 📉; May 23: Q1 beat sales +2.94% 📈. Off-price Ross Dress for Less resilient amid guidance uncertainty. Investors: watch mgmt commentary & next outlook. #Retail #Earnings $ROST"  
[X Link](https://x.com/earnings_games/status/1980215304803553480) [@earnings_games](/creator/x/earnings_games) 2025-10-20T10:11Z XXX followers, XX engagements


"Q3: $BKNG room nights +10% 8.4M listings (+8%) flights +44%; reinvesting $170M in AI/fintech; targeting $350M annual savings + $1.3B buybacks/$300M dividends. $EXPE room nights +7% B2B +17% ads +19% (Vrbo soft). #Travel #TravelTech #Earnings"  
[X Link](https://x.com/earnings_games/status/1980384245387522155) [@earnings_games](/creator/x/earnings_games) 2025-10-20T21:22Z XXX followers, XXX engagements


"SHW Q2 🎨: Paint Stores $3.7B midsingledigit price/mix gains offset lowsingledigit volume declines; profit rose margin barely down. Global Finishes $1.8B softened (Global hit by FX & no onetime gain). SG&A +9% (400+ stores 500+ reps). $SHW #earnings"  
[X Link](https://x.com/earnings_games/status/1980518588059644142) [@earnings_games](/creator/x/earnings_games) 2025-10-21T06:16Z XXX followers, XX engagements


"Boeing $BA Q2: Commercial rebound rev $10.9B (+81%); backlog +$60B to $522B; XXX net orders (incl. 787/7779); prod 38/mo. Cost of revenue +30% to $20.3B after XXX Q2 reversal. Defense orders $19B; Global Services margin +210bps to XXXX% #Boeing #earnings"  
[X Link](https://x.com/earnings_games/status/1980881227608650216) [@earnings_games](/creator/x/earnings_games) 2025-10-22T06:17Z XXX followers, XX engagements


"6month snapshot for $AMAT volatile: Aug XX -XXXX% after $600M guidance shortfall; Sep XX +6.5% on advanced DRAM etch surge; Oct X -XXX% as KLA advantage cited. Watch guidance DRAM etch momentum & competitive vs KLA. #AMAT #semiconductor #investing"  
[X Link](https://x.com/earnings_games/status/1980939991112159471) [@earnings_games](/creator/x/earnings_games) 2025-10-22T10:11Z XXX followers, XX engagements


"Q3 snapshot: $ODFL rev -XXX% tons/day -9.3%; yield exfuel +44.5%; $187.2M capex $223.5M buybacks. $RXO +45% LTL; brokerage GM 14.4%; +7% GP/load. Key: vol v margin conversion; capex/deleveraging; spot & auto. #Trucking $ODFL $RXO"  
[X Link](https://x.com/earnings_games/status/1981109117512274385) [@earnings_games](/creator/x/earnings_games) 2025-10-22T21:23Z XXX followers, XX engagements


"NASDAQ 100: a mixed day with a clear bright spot. ISRG up +14.5% on a Q3 beat and higher guidance. Most peers down: NFLX -XXX% TXN -XXX% TSLA -XXX% INTC -XXX% KLAC -XXX% Palantir -3.6%. Overall negative. #stocks #NASDAQ100 $ISRG $NFLX $TSLA $TXN"  
[X Link](https://x.com/earnings_games/status/1981149225443610909) [@earnings_games](/creator/x/earnings_games) 2025-10-23T00:02Z XXX followers, XXX engagements


"Xcel Energy ($XEL) 6month: +6.69% (20250923) after being named a dividendgrowth pick; -XXXX% (20250520) as short interest rose to 1.75%. Takeaway: dividend narrative & GS endorsement drive demand; modest shorting adds volatility. #XEL #ShortInterest"  
[X Link](https://x.com/earnings_games/status/1981219925617496336) [@earnings_games](/creator/x/earnings_games) 2025-10-23T04:43Z XXX followers, XX engagements


"6mo $DASH volatile. Q1 rev miss -7.44%; M&A chatter (Amazon may counterbid) -6.9%. Offset: top funds +4.68%. Q2 review/guidance +5.0%. Levers: DoorDash/Wolt marketplaces DashPass/Wolt+ Drive. Watch earnings & deal headlines. #DoorDash #Earnings #M&A 🚚📈"  
[X Link](https://x.com/earnings_games/status/1981664981029728708) [@earnings_games](/creator/x/earnings_games) 2025-10-24T10:12Z XXX followers, XXX engagements


"Q2 $CDW: Topline momentum but margin mix is the story. Hardware $4.4B (+9%); NetComm servers +12%. Software $1.0B (+15%). Cost of rev +12% to $4.7B; gm XXXX% (down 100bps) on mix shift & Chromebook pressure. Solid growth; watch mix & margins. $CDW"  
[X Link](https://x.com/earnings_games/status/1964965406990553143) [@earnings_games](/creator/x/earnings_games) 2025-09-08T08:13Z XXX followers, XXX engagements


"Healthcare leads Euro Stoxx 50: Sanofi +8.3% on venture boost 🚀; Bayer +5% after IPG win; Adidas +4%; Stellantis +3.4% on Italy EV scrappage; Schneider Electric +3.3%. All five higher today. #EUstocks #Stoxx50 $SAN.PA $BAYN.DE $ADS.DE $STLAM.MI $SU.PA"  
[X Link](https://x.com/earnings_games/status/1973430468503818294) [@earnings_games](/creator/x/earnings_games) 2025-10-01T16:51Z XXX followers, XX engagements


"$XEL Q2: Reg. Electric rev $2.9B (-46% YoY); Reg. Nat Gas $0.4B (-69%). Costs +5% from heavy capex 1.1GW UC +$0.03/sh dep & +$0.02/sh O&M. Other costs +4% (committed $176M settlements; $123M paid). #XEL #earnings #utilities"  
[X Link](https://x.com/earnings_games/status/1975808500963188786) [@earnings_games](/creator/x/earnings_games) 2025-10-08T06:20Z XXX followers, XX engagements


"1-day DAX snapshot: Healthcare +2.34% Industrials +1.8% (Siemens Energy +1.84% Siemens +1.77%) Autos +1.44% Materials -1.58%. News: Sicharge Flex Navy subs MOU Porsche IMSA win. 🚀📈 #DAX #Stocks $FME.DE $ENR.DE $SIE.DE $1COV.DE $PAH3.DE"  
[X Link](https://x.com/earnings_games/status/1977763747545661501) [@earnings_games](/creator/x/earnings_games) 2025-10-13T15:49Z XXX followers, XXX engagements


"Diamondback Energy (FANG): Named a top energy pick (7/25 +4.09%) but later pulled back after an analyst pricetarget cut (9/2 -5.05%). Permian focus (Spraberry/Wolfcamp/Bone Spring) + midstream scale keep it core for oil investors. #Permian #Energy $FANG"  
[X Link](https://x.com/earnings_games/status/1979408096637403139) [@earnings_games](/creator/x/earnings_games) 2025-10-18T04:44Z XXX followers, XX engagements


"EU markets: Banks drag (BNP Paribas -7.7%) on sanctions verdicts but Infineon +5.1% Kering +4.8% on LOral beauty deal BBVA +3.8% SAP +3.6% on sustainability progress. Net positive day. #EUStocks #Stoxx50 $BNP.PA $IFX.DE $KER.PA $BBVA.MC $SAP.DE"  
[X Link](https://x.com/earnings_games/status/1980306072633245775) [@earnings_games](/creator/x/earnings_games) 2025-10-20T16:12Z XXX followers, XX engagements


"FTSE XXX climbs: Rentokil +9.9% on intraday highs; LSEG +6.6% amid post-trade unit talk; Fresnillo +5.6%; Endeavour Mining +3.4% on a 2m placing; Shell +2.9%. All main sectors higher today. #FTSE100 #UKStocks $RTO $LSEG $FRES $EDV $SHEL"  
[X Link](https://x.com/earnings_games/status/1981387830179041533) [@earnings_games](/creator/x/earnings_games) 2025-10-23T15:50Z XXX followers, XX engagements


"Q3: Innovation driving share $PG: SKII +doubledigits in Greater China. Margins squeezed (PG $200M commodity/FX + tariff hit; $CHD 40bps headwind). $CL: pricing +3%/vol +2% after 75market relaunch. H2 media spend & tariff passthrough. #CPG #consumer"  
[X Link](https://x.com/earnings_games/status/1981472856098951464) [@earnings_games](/creator/x/earnings_games) 2025-10-23T21:28Z XXX followers, XX engagements


"One-day roundup: Chemicals and semis rise (DOW INTC); Casinos rally (LVS); Healthcare mixed. Weak spots: MOH DECK SMCI URI slide. Net: mildly positive 📈. #stocks $DOW $INTC $LVS"  
[X Link](https://x.com/earnings_games/status/1981507137244450860) [@earnings_games](/creator/x/earnings_games) 2025-10-23T23:44Z XXX followers, XX engagements


"Tech-led Nasdaq-100 turns green 📈: semis jump (INTC +11.6% MU +4.8% LRCX +4.6%) AI/Software gain (APP +4.6% CRWD +4.5%) renewables (CEG +4.9%) industrials (HON +6.5%). ROP -5.5%. X up X down. #stocks $INTC $MU $LRCX $APP $CRWD $CEG $HON"  
[X Link](https://x.com/earnings_games/status/1981508313155252462) [@earnings_games](/creator/x/earnings_games) 2025-10-23T23:49Z XXX followers, XXX engagements


"DexCom $DXCM: +16.17% (2025-05-01) after strong Q1; -XXXXX% (2025-09-18) after alleged hospitalizations & an FDA citation. Growth (G6 RealTime API G7 + Verily) vs rising regulatory/safety scrutiny watch execution & guidance. #DXCM #DiabetesInvesting"  
[X Link](https://x.com/earnings_games/status/1981582650327671219) [@earnings_games](/creator/x/earnings_games) 2025-10-24T04:44Z XXX followers, XX engagements


"Tech & autos lead today: AMD +8% IBM +8% Ford +11.7%. Renewables rise: FSLR +5% CEG +6%. Materials swing: ALB +8% NEM -6.5%. Discretionary dips: DECK -XX% MHK -7%. Net: broad gains with a few big pullbacks. #Stocks $AMD $F $IBM $ALB $FSLR"  
[X Link](https://x.com/earnings_games/status/1981867714504458421) [@earnings_games](/creator/x/earnings_games) 2025-10-24T23:37Z XXX followers, XX engagements


"Tech tops NASDAQ-100: $AMD +8.0% (hits $400B cap) $MU +6.4% $AVGO +3.1% (AI buzz) $CDNS +3.0% $APP +5.3%. Declines: $TTD -XXX% $TSLA -XXX% (regulator probe) $BKR -XXX% $MCHP -2.9%. #Stocks #Tech $AMD $MU $AVGO $CDNS $APP"  
[X Link](https://x.com/earnings_games/status/1981878819427582331) [@earnings_games](/creator/x/earnings_games) 2025-10-25T00:21Z XXX followers, XX engagements


"Waste Q2 snapshot for investors: $WM MSW +4.5% C&D +9.4% $1.29B FCF & margin gains despite heavy H1 capex. $WCN +7.1% rev (6.6% pricing $113M M&A). Risks: rolloff/construction weakness wildfire & commodity headwinds. #Waste #Investing ♻"  
[X Link](https://x.com/earnings_games/status/1972640489636827482) [@earnings_games](/creator/x/earnings_games) 2025-09-29T12:31Z XXX followers, XXX engagements


"Q3-25: expense discipline vs growth at regional banks. $USB: XXXX% ER 200bps op. leverage cons. deposits 52%. $FITB: NIM +9bps NII +7% 250bps op. leverage. Expenses/headcount vs margin tailwinds; mixed credit: 45bps NCOs $FITB #RegionalBanks #BankEarnings"  
[X Link](https://x.com/earnings_games/status/1980746868603896196) [@earnings_games](/creator/x/earnings_games) 2025-10-21T21:23Z XXX followers, XX engagements


"6month rollercoaster for $TTWO: 5/1 crash after #GTA VI delay (6.66%); 5/20 underwritten public offering pressured shares (4.52%). Investors watch launch cadence monetization & capital moves. #GTA6 #investing"  
[X Link](https://x.com/earnings_games/status/1980857736364716328) [@earnings_games](/creator/x/earnings_games) 2025-10-22T04:44Z XXX followers, XXX engagements


"6month snapshot: Marriott ($MAR) doubling down on returns & luxury growth. 5/9 +5.42% after dividend raised to $XXXX a vote of confidence in cash flow. 🏨💸✨ #Marriott #dividends #hotels #luxury"  
[X Link](https://x.com/earnings_games/status/1982307307401941204) [@earnings_games](/creator/x/earnings_games) 2025-10-26T04:44Z XXX followers, XX engagements