Stock Research

Nike Inc ($NKE) Q2 FY26 Result and Earnings Call Analysis

Headline beat obscures worse than expected gross margin and China outlook. Turnaround to take longer.

16 hrs ago

In 2026, Markets Face a "Three Body Problem": Tariffs, the Fed and Midterms

a Scenario Based Market Outlook

Dec 15 • The Inferential Investor

UPDATED: FOMC Detailed Analysis incl language tracking & sentiment: December 2025

25bps cut plus QE-Lite restarting but a fractured Fed with increasing dissent

Dec 10

How to Get Ahead of Consensus Earnings & Share Price Inflections using Sentiment Analysis

with a thought provoking case study on Estee Lauder ($EL)

Dec 5 • The Inferential Investor

The ADOBE Paradox: Consistent Growth or AI Cannibalization & Stagnation?

What are the issues and evidence pressuring the stock and whats already in the price? An AI investigation.

Nov 26 • The Inferential Investor

The Curious Case of PayPal: From 2025 Upgrades to Downside Risk for 2026?

I show how to use AI to analyze contextual signals from transcript language evolution to assess consensus estimates. This unearths some important…

Nov 25 • The Inferential Investor

The Fascinating Turnaround of NIKE as revealed through Transcript Analysis

Our detailed analysis highlights the state of progress and remaining challenges in NIKE's turnaround story

Nov 23

WALMART ($WMT) Q3 FY26 Earnings & Transcript Analysis Report

Strong sales quarter but EPS guidance for Q4 hit by drug pricing headwinds. Management transition and agentic e-commerce in focus in Analyst QA.

Nov 20

NVIDIA ($NVDA) Q3 FY26 Detailed Earnings Call Transcript Analysis: $0.5 trillion visibility

Earnings Call reveals $0.5 Trillion revenue visibility (Cal 2025 + 2026) with constraints being supply. Input costs rising. Management and Analyst…

Nov 20

NVIDIA ($NVDA) Q3 FY26 Earnings Analysis Report

Beat on Revenue and EPS. Guidance ahead of consensus and sequential acceleration. Gross margin guidance is strong, addressing margin fears.

Nov 19

MEDTRONIC PLC ($MDT) 2Q FY26 Earnings Analysis Report

Double beat and accelerated revenue growth. Upbeat management commentary, slight guidance upgrade and sentiment lift.

Nov 18

PDD HOLDINGS ($PDD) Earnings Analysis Report

Mixed shopping bag.

Nov 18

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