On Friday, the broader market finally took a punch, with the S&P 500 suffering its worst session since October and snapping a nine-week winning streak. 

But beneath that index-level volatility, the earnings tape gave us a cleaner and...

Editor's note: This week, Broadcom $AVGO delivered a blockbuster earnings report, but suffered its worst earnings reaction ever....

There's an old saying that in bull markets, the laggards catch-up to the leaders and in bear markets, the leaders catch-down to the laggards.

And that is what made Thursday’s Beat Sheet so important. 

This was not a case of the market...

Hello again, Spirit Animals.

It isn't all sunshine and rainbows when riding trends. Sometimes, it's all blue skies overhead. Then a sudden wind out of the north catches you by surprise, and before you know it, you and your stock position have...

Yesterday, we heard from Medtronic $MDT, Ulta Beauty $ULTA, and Palo Alto Networks $PANW, and all three beat their headline expectations.

But the reactions were all over the place...

MDT rallied more than 5%, while ULTA and PANW each fell...