Earnings Whispers

#earnings for the week of November 9, 2026

earningswhispers.com/calendar

$NU $NBIS $RKLB $CRWV $TTWO $CBRS $ZETA $WSE $ASTS $TE $CSCO $CEG $BW $QBTS $ONON $QMCO $MARA $AMAT $HIMS $RGTI base:0x1f0de516f1f13f4cf4aada0c0c9d52eb2edccba3 $MNDY $PLUG $FPS $APPS $ONDS $SBET $RUM $TTD $GO $VRTS $NRG $OXY $MVST $SE $AAON $QLYS $LQDA $INO $IONS $URG $B $CGEN $FRMI $SANM $CEVA $DFTX $LUNR $UNIT $VFF

#earnings before the open on Monday, November 9, 2026

earningswhispers.com/calendar

$CEG $MNDY $SBET $NRG $VRTS $CGEN $CEVA $B $IONS $UNIT $MPAA $KKR $KGS $KSPI $FRVO $HRTX $ROIV $RDNT $VFF $RBA $PRAX $OFIX $OCUL $TPB $TNXP $TLS $TH $TGTX $SGI $SGC $SEAT $HAIN $GSL $GCMG $FERG $EVGO $DOLE $DCTH $CTEV $CNH $AMG $AIOT $ADCT $CECO $KMDA $IMVT $IX $ISPR

The Market Makes the News, Not the Other Way Around

Research published in the Journal of Financial Economics shows that identifying a bubble doesn't necessarily tell you which direction prices will go in the first three months. Some continue higher, while others begin the path toward a crash.

But by mid-October, the path for semiconductors was becoming clear.

In our Monday, October 19 Whisper Report, titled “The Wrong Path,” we showed how $SOXX was closely following the historical pattern of industries that ultimately crashed, pointing toward $128 on a split-adjusted basis.

earningswhispers.com/wrs?a=WR1119x

Now, we're mostly there.

The important point isn't just that semiconductors crashed. It's that the market was signaling the decline before the news caught up.

$NVDA $INTC $MU $MRVL $AVGO $XSD