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IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding

January 25, 2026 Brian Gilmartin Leave a comment

IBM (IBM) is scheduled to report their Q4 ’25 financial results after the closing bell on Wednesday, July 28th, 2026.…

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Posted in: IBM

Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant

January 24, 2026 Brian Gilmartin Leave a comment

While most of the mainstream media focuses on the technology reports this coming week, Boeing (BA) might be the most…

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Posted in: BA

SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

January 23, 2026 Brian Gilmartin Leave a comment

Next week, starting January 27th, we start to hear from major tech companies: IBM (IBM – Jan 28th AMC), Microsoft…

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Posted in: Weekly Earnings Update

It’s a New Year, and At Least So Far, a New Stock Market

January 19, 2026 Brian Gilmartin 2 Comments

As an aside, the 10-year Treasury yield jumped late Friday, January 16th, and ended up closing above the 4.20% yield…

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Posted in: Technology

SP 500 Earnings: Tech Sector Revisions Still Robustly Positive

January 17, 2026 Brian Gilmartin Leave a comment

With the markets closed Monday, January 19th, it will provide an extra day to prepare for the onslaught of Q4…

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Posted in: Technology, Weekly Earnings Update

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Fundamentalis

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  • Coca-Cola: Earnings Quality Still Not Great
  • Market’s Rotation A Lot Like March, 2000, with One Major Difference

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