Catalysts & Risks
September 19, 2026
MP Materials (MP) — Q2 FY2026 Catalysts and Risks
Ten positive catalysts and eleven risks from the Q2 2026 call, each itemized with evidence, horizon, monitorable checkpoints, and source attribution.
September 10, 2026Adobe (ADBE) — Q3 FY2026 Catalysts and Risks
Concrete positive catalysts and risks from the Q3 FY26 call — revenue $6.76B (+13%), EPS $6.13 (+15%), ARR $27.5B — each with evidence, horizon, monitorable signals, and source attribution.
August 26, 2026NVIDIA (NVDA) — Q2 FY2027 Catalysts and Risks
A catalysts-and-risks map of NVIDIA’s Q2 FY2027: the Vera Rubin ramp and contract-backed demand against a supply-constrained fiscal 2028, memory-driven margin reset, and credit exposure to balance-sheet-supported AI buyers.