Accenture Beats on Q3 EPS, Cuts Guide, ACN Crashes 17%
Accenture beat Q3 FY26 with $3.80 EPS and $18.7B revenue, but trimmed full-year growth to 3-4% local currency. ACN fell 17% to a 52-week low near $129.
Earnings
Net Interest Margin Explained: How Banks Make Money
Net interest margin is the spread banks earn between asset yields and funding costs. Q1 2026 industry NIM hit 3.31%. Here’s how it works.
FedEx Q4 Preview: First Earnings After the Freight Spinoff
FedEx reports Q4 FY26 on June 23 — the first print without FedEx Freight. Street sees $5.80 EPS, down 4.5% YoY. What investors are watching.
Micron Q3 Preview: A 244% YTD Run Meets June 24 Earnings
Micron prints fiscal Q3 on June 24 after a 244% YTD run to a $1.1T market cap. Here’s what the HBM, DRAM, and margin commentary needs to show.
CAPE Ratio Explained: When Stocks Are Truly Expensive
Shiller PE sits near 41, second only to the 1999 peak. What CAPE measures, when it works, when it misleads, with verified historical data.
Adobe Drops 6% on Record Q2 as CFO Exit, AI Fear Eclipse Beat
Adobe beat Q2 FY26 estimates, raised FY26 guidance, and disclosed CFO Dan Durn’s departure to Marvell — all in one press release. The stock fell 6%.
Intel Soars 6% as BofA Double Upgrade Pegs $135 PT
Bank of America delivered a rare double upgrade to Intel, lifting its target to $135 and sizing the AI server-CPU TAM at $170 billion by 2030. INTC jumped 6%.
Oracle Beat Q4. Then It Asked Wall Street for $40B
Oracle posted a clean Q4 FY26 beat, then unveiled a $40B FY27 raise for AI capex. ORCL slid 6% after-hours as the debt math overshadowed the print.
PEG Ratio Explained: When Growth Justifies a High P/E
PEG = P/E / earnings growth. Below 1 is the classic Lynch rule. Why the metric helps with growth stocks — and where it misleads.
Lululemon Plunges 12% as FY26 Guidance Cut Eclipses Beat
LULU beat Q1 FY26 but cut full-year guidance by ~$350M after Americas comps fell 5%. Pre-market: -12.6%. The international story is still working.