YieldTerminal https://yieldterminalpro.com/ Company-confirmed earnings previews, one stock review a day, and data studies read from the filings. Educational commentary, not investment advice. en-us Fri, 25 Sep 2026 16:55:12 GMT Earnings week: Micron, Nike, Accenture and a completely empty Friday https://yieldterminalpro.com/earnings/2026-09-28 https://yieldterminalpro.com/earnings/2026-09-28 Fri, 25 Sep 2026 14:55:00 GMT Nineteen names report, every date confirmed by the company itself. Wednesday carries seven of them including Micron. Friday has none at all. The yields that didn't kill the AI trade https://yieldterminalpro.com/studies/ai-capex-debt-maturity-vs-yields https://yieldterminalpro.com/studies/ai-capex-debt-maturity-vs-yields Fri, 25 Sep 2026 14:55:00 GMT The 10-year hit its highest since 2007 and the AI buildout's existing debt did not get one dollar more expensive. What repriced was the next dollar, not the last one. Joby at $6: The 750 Million Dollars Nobody Is Talking About https://yieldterminalpro.com/reviews/2026-09-24-joby https://yieldterminalpro.com/reviews/2026-09-24-joby Thu, 24 Sep 2026 15:45:00 GMT Day 11 of 365 stocks in 365 days: the first autonomous flight across America, a 52-week low two days earlier, and an at-the-market program worth 12% of the company Every $AMZN Drop of 10% or More Since 2014 https://yieldterminalpro.com/studies/amzn-drawdowns-since-2014 https://yieldterminalpro.com/studies/amzn-drawdowns-since-2014 Thu, 24 Sep 2026 00:55:00 GMT Fifteen drawdowns, from 10.8% to 56%. Only four of them were the whole market falling, and the one it is in right now is not. Tesla at $380: Fifty-Six Sessions Under the 200-Day https://yieldterminalpro.com/reviews/2026-09-23-tsla https://yieldterminalpro.com/reviews/2026-09-23-tsla Wed, 23 Sep 2026 21:15:00 GMT Day 10 of 365 stocks in 365 days: a BBB rating against a $25 billion buildout, Grok in the cars, and a 0.3% day that left the same average overhead SoFi Put Its Card Program on a Stablecoin. The Stock Gave Back the Pop. https://yieldterminalpro.com/reviews/2026-09-22-sofi https://yieldterminalpro.com/reviews/2026-09-22-sofi Tue, 22 Sep 2026 20:30:00 GMT Day 9 of 365 stocks in 365 days: a record quarter that sold off, profit guidance that never moved, and a 5.6% open that closed at +1.1% Strategy at $168.50: One Balance Sheet, Three Very Different Rides https://yieldterminalpro.com/reviews/2026-09-21-mstr https://yieldterminalpro.com/reviews/2026-09-21-mstr Mon, 21 Sep 2026 20:45:00 GMT Day 8 of 365 stocks in 365 days: $MSTR next to the bitcoin it holds and $STRK, its 8% preferred Intel at $108.60: Up 278%, Down 24%, and Two-Thirds of the Street Says Hold https://yieldterminalpro.com/reviews/2026-09-20-intc https://yieldterminalpro.com/reviews/2026-09-20-intc Sun, 20 Sep 2026 23:00:00 GMT Day 7 of 365 stocks in 365 days — the street that never caught up, a share register rebuilt from scratch, and a September headline Intel denied on the record A $99 Initiation, and a 7% Day That Brought No Extra Volume https://yieldterminalpro.com/reviews/2026-09-19-iren https://yieldterminalpro.com/reviews/2026-09-19-iren Sat, 19 Sep 2026 23:00:00 GMT Day 6 of 365 — IREN closed Friday at 46.68, up 7.36% on slightly less turnover than the day before, and finished 0.94% under its 100-day average. Wells Fargo Cut Netflix on Engagement, Not Subscribers https://yieldterminalpro.com/reviews/2026-09-18-nflx https://yieldterminalpro.com/reviews/2026-09-18-nflx Fri, 18 Sep 2026 23:00:00 GMT Day 5 of 365 — Steven Cahall moved it to Underweight with a $57 forecast, and the close went back below the .618 retracement at 72.15 for the first time since 31 July. CoreWeave Lined Up Two Raises in One Week. The Chart Closed on a One-Percent Ledge. https://yieldterminalpro.com/reviews/2026-09-17-crwv https://yieldterminalpro.com/reviews/2026-09-17-crwv Thu, 17 Sep 2026 23:00:00 GMT Day 4 of 365 — a proposed $3.0bn convertible offering and a 35-million-share ATM, neither of them money in the door yet. Nike Touched a 52-Week Low and Closed Two Cents Above It https://yieldterminalpro.com/reviews/2026-09-16-nke https://yieldterminalpro.com/reviews/2026-09-16-nke Thu, 17 Sep 2026 02:30:00 GMT NKE closed at $35.78, its lowest in a year and 80% below its 2021 high, on a session when the broad retail ETF fell less than 1% and two footwear competitors rose. Ahead of the Fed: High Bond Yields Across Major Markets, With China an Outlier https://yieldterminalpro.com/articles/fed-day-global-yields https://yieldterminalpro.com/articles/fed-day-global-yields Wed, 16 Sep 2026 12:05:00 GMT The Fed decides at 2 PM. Borrowing costs sit at two-decade highs across the major markets we checked, and the one big exception has the opposite problem. Circle Fell 11.4% as the Senate's Crypto Bill Stalled. What Does the Vote Actually Change? https://yieldterminalpro.com/reviews/2026-09-15-crcl https://yieldterminalpro.com/reviews/2026-09-15-crcl Tue, 15 Sep 2026 23:00:00 GMT A procedural vote on the CLARITY Act came up short of 60, and the USDC issuer fell more than Coinbase, Robinhood and Strategy. The bigger driver of its business still sits with the Fed. Nokia Fell 13.3%: The AI-Hardware Selloff and the Chart After the Drop https://yieldterminalpro.com/reviews/2026-09-14-nok https://yieldterminalpro.com/reviews/2026-09-14-nok Mon, 14 Sep 2026 22:59:17 GMT We found no new Nokia announcement behind the decline. Same-day coverage tied it to weakness across AI-hardware stocks. Borrowers Down, Payers Up https://yieldterminalpro.com/articles/borrowers-down-payers-up https://yieldterminalpro.com/articles/borrowers-down-payers-up Mon, 14 Sep 2026 12:45:00 GMT Is Monday's premarket split in AI stocks about balance sheets rather than stories?