Archive - The Inferential Investor

$META is Facing a Growth Reckoning. Only Meta Compute can save them but will it be in time?

Leading indicators point to revenue growth slowing to mid teens over the next 3 quarters while cost growth accelerates in the absence of Meta Compute

Sep 9

August 2026

The Big Takeaways from US Earnings, Last Week

Inferent Analyst reviewed 63 reports from the last week of US earnings to highlight the most notable inflection points...

Aug 9

July 2026

The Real Return Alphabet (GOOG) is Achieving on its AI Investments

Here's where the market is getting it wrong...

Jul 24

GOOG Q2 2026 Earnings Call Analysis

AI investment ramp continues. Management confident on AI returns due need to show them,

Jul 24

GOOG doesn't deliver enough: Q2 FY26 earnings analysis

Mixed quarter: Revenue and cloud acceleration but small core miss, swing to negative FCF and delays on Gemini 3.5 PRO outweigh

Jul 22

Inferent Market Signals - 20th July 2026.

What are the market internals telling us about trends and risk appetite?

Jul 20

Inferent Focus for week ending 17 July 26: US Investment Banks, Netflix and United Health Group

The US Investment Banks, Netflix and UnitedHealth

Jul 18

Netflix Inc continues to battle growth headwinds. The latest result shows little relief for Investors.

Q2 FY26 Earnings Analysis Report

Jul 17

United Health Group - Executing but Growth Likely to Slow on Rising Medical Cost Trends

Q2 FY26 Earnings Call Analysis

Jul 17

Blackrock Inc. Q2 FY26 Earnings Call Analysis Report

Same sector wide beats and sentiment improvement but potential fee pressure risk emerges.

Jul 15

Morgan Stanley ($MS) Q2 FY26 Earnings Call Analysis

Record quarter again. Management upbeat on cycle. Sentiment up. Ca[ital strong. AI investment "10-15% through"

Jul 15

The outlook according to the big banks: JPM, C, MS, BAC, GS, WFC Earnings Takeaways (Q2 2026)

Full analysis of J.P Morgan, Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and Wells Fargo's results and earnings calls for Q2 FY26

Jul 15

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