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Affirm Holdings Beats Earnings and Raises Guidance as Buy Now Pay Later Volumes Surge — But Shares Flat.

Affirm Holdings delivered one of the more compelling earnings reports in the financial technology sector this quarter — a beat on earnings, a beat on revenue, and a second consecutive raise to full-year guidance — and yet the market's initial response was, characteristically for …

Nitish Kishor | 08 May 2026

Coinbase Shares Slide as Wall Street Slashes Price Targets After Disappointing Q1 Earnings Miss

Coinbase Global, the largestCryptocurrency-exchange/">Cryptocurrency exchangein the United States, saw its shares fall sharply in early Friday trading after the company reported a deeper-than-expected first-quarter loss and missed analyst forecasts on bothEarningsand revenue, prompting a broad round of price target reductions from Wall Street banks.

Nitish Kishor | 08 May 2026

Rocket Companies Q1 2026 Earnings: AI-Powered Platform and Acquisition Synergies Propel 127% Revenue Surge

Rocket Companies, the Detroit-basedMortgagetechnology group, delivered a first-quarter performance that confounded sceptics, posting revenues of $2.94 billion — more than double the $1.3 billion recorded in the same period a year earlier and comfortably ahead of the $2.77 billionWall Streethad pencilled in. The result …

Nitish Kishor | 08 May 2026

US Sector Performance Analysis: Cyclical Whiplash and the Mega-Cap Anchor

The USEquitymarket session on May 7, 2026, delivered a severe bout of rotational whiplash. Just 24 hours after institutional capital forcefully bid up cyclical value andManufacturing, that same capital was aggressively extracted. The tape was characterized by broad-based distribution across the physical economy,Yieldproxies, and …

Robert Luong | 07 May 2026

US Sector Momentum Analysis: Cyclical Bull Trap and the Mega-Cap Safe Haven

The empirical data from the May 7, 2026, session reveals a market environment characterized by extreme rotational whiplash. The Relative Rotation Graph (RRG) visually captures a sudden and aggressive recalibration of institutional risk. The statistical momentum underlying the physical economy evaporated instantly, trapping cyclical …

Robert Luong | 07 May 2026