← Edition for Thursday, July 30, 2026

The Report Card · Thursday, July 30, 2026

Earnings narratives diverge as growth meets rate realities

Thursday's session will see market participants weigh robust tech earnings against lingering concerns over the Federal Reserve's hawkish stance and a flattening yield curve.

D

Accuracy

33%

Correct

23/69

Brier score

0.296

lower is better

We got 23 of 69 calls right on Thursday, July 30, 2026.

By Category

ForecastsF

4/13

31% accuracy

TradesF

2/10

20% accuracy

PredictionsD

10/25

40% accuracy

DriversF

1/7

14% accuracy

EarningsD

6/14

43% accuracy

Forecasts — what we said vs. what happened

F

We said

—

What happened

Predicted -0.70%, actual +1.66%.

Result +1.66% @ 7437.63

Wrong
F

We said

—

What happened

Predicted -0.50%, actual +3.36%.

Result +3.36% @ 28106.35

Wrong
F

We said

—

What happened

Predicted -1.00%, actual +1.19%.

Result +1.19% @ 52208.06

Wrong
F

We said

—

What happened

Predicted -1.20%, actual +1.37%.

Result +1.37% @ 2946.10

Wrong
F

We said

—

What happened

Predicted +3.00%, actual -17.28%.

Result -17.28% @ 17.09

Wrong
F

We said

—

What happened

Predicted +0.30%, actual -0.82%.

Result -0.82% @ 99.97

Wrong
F

We said

—

What happened

Predicted -0.05%, actual +0.89%.

Result +0.89% @ 4.66

Wrong
C

We said

—

What happened

Predicted -0.80%, actual -0.39%.

Result -0.39% @ 84.13

Right
F

We said

—

What happened

Predicted +0.60%, actual +3.42%.

Result +3.42% @ 4172.60

Right
F

We said

—

What happened

Predicted +0.40%, actual +2.74%.

Result +2.74% @ 59.45

Right
F

We said

—

What happened

Predicted -1.50%, actual +1.31%.

Result +1.31% @ 64745.92

Wrong
F

We said

—

What happened

Predicted -1.80%, actual +0.63%.

Result +0.63% @ 1920.49

Wrong
D

We said

—

What happened

Predicted 0.00%, actual +0.70%.

Result +0.70% @ 2.74

Right

Trades — what we said vs. what happened

F

We said

—

What happened

Stop 87.01 hit — -0.72%.

Result -0.72% @ 85.47

Wrong
B

We said

—

What happened

Closed 69.48 for +0.24%.

Result +0.24% @ 69.48

Right
B

We said

—

What happened

Closed 82.80 for +0.23%.

Result +0.23% @ 82.80

Right
F

We said

—

What happened

Stop 290.49 hit — -0.67%.

Result -0.67% @ 292.59

Wrong
F

We said

—

What happened

Stop 305.75 hit — -1.47%.

Result -1.47% @ 311.71

Wrong
F

We said

—

What happened

Stop 62.39 hit — -1.13%.

Result -1.13% @ 64.86

Wrong
F

We said

—

What happened

Stop 565.68 hit — -0.67%.

Result -0.67% @ 577.35

Wrong
F

We said

—

What happened

Stop 58.08 hit — -0.80%.

Result -0.80% @ 58.96

Wrong
F

We said

—

What happened

Stop 334.12 hit — -1.39%.

Result -1.39% @ 333.43

Wrong
F

We said

—

What happened

Stop 229.17 hit — -1.13%.

Result -1.13% @ 235.50

Wrong

Predictions — what we said vs. what happened

—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
F

We said

—

What happened

HSY closed -3.63%.

Result -3.63% @ 177.23

Wrong
F

We said

—

What happened

DUK closed -2.18%.

Result -2.18% @ 126.27

Wrong
A

We said

—

What happened

GS closed +4.50%.

Result +4.50% @ 1024.86

Right
A

We said

—

What happened

BMY closed +2.79%.

Result +2.79% @ 64.86

Right
A

We said

—

What happened

XOM closed +0.14%.

Result +0.14% @ 156.97

Right
F

We said

—

What happened

WM closed -4.34%.

Result -4.34% @ 226.33

Wrong
F

We said

—

What happened

NEE closed -0.60%.

Result -0.60% @ 87.93

Wrong
F

We said

—

What happened

CI closed -2.97%.

Result -2.97% @ 287.66

Wrong
F

We said

—

What happened

CL closed -0.39%.

Result -0.39% @ 84.13

Wrong
F

We said

—

What happened

SO closed -1.78%.

Result -1.78% @ 94.34

Wrong
F

We said

—

What happened

VLO closed +3.45%.

Result +3.45% @ 311.71

Wrong
F

We said

—

What happened

COIN closed +2.18%.

Result +2.18% @ 163.58

Wrong
F

We said

—

What happened

RIVN closed +3.06%.

Result +3.06% @ 16.83

Wrong
A

We said

—

What happened

NCLH closed -9.78%.

Result -9.78% @ 18.72

Right
A

We said

—

What happened

SPOT closed -0.27%.

Result -0.27% @ 522.61

Right
F

We said

—

What happened

MRNA closed +6.29%.

Result +6.29% @ 57.92

Wrong
A

We said

—

What happened

LEN closed -0.96%.

Result -0.96% @ 83.75

Right
A

We said

—

What happened

F closed -2.75%.

Result -2.75% @ 14.86

Right
F

We said

—

What happened

LPL closed +6.81%.

Result +6.81% @ 2.98

Wrong
F

We said

—

What happened

LYFT closed +0.71%.

Result +0.71% @ 15.55

Wrong
F

We said

—

What happened

AAPL closed -1.41%.

Result -1.41% @ 333.43

Wrong
A

We said

—

What happened

AMZN closed +3.90%.

Result +3.90% @ 235.50

Right
A

We said

—

What happened

PENN closed -3.23%.

Result -3.23% @ 20.52

Right
F

We said

—

What happened

RBLX closed -2.91%.

Result -2.91% @ 48.67

Wrong
A

We said

—

What happened

MSTR closed +4.73%.

Result +4.72% @ 97.74

Right
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call

Drivers — what we said vs. what happened

F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong
F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong
F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+1.66%).

No call
F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong
A

We said

—

What happened

Called bullish; SPX up (+1.66%).

Right
F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+1.66%).

No call
C

We said

—

What happened

Called mixed; SPX up (+1.66%).

No call
F

We said

—

What happened

Called bearish; SPX up (+1.66%).

Wrong

Earnings — what we said vs. what happened

A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 2.01 vs est 1.9884).

Right
F

We said

—

What happened

Called inline (55% beat); actual beat (EPS 1.88 vs est 1.8556).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 2.04 vs est 1.6016).

Right
F

We said

—

What happened

Called beat (65% beat); actual inline (EPS 7.78 vs est 7.826).

Wrong
F

We said

—

What happened

Called inline (50% beat); actual beat (EPS 5.04 vs est 4.9086).

Wrong
F

We said

—

What happened

Called inline (45% beat); actual beat (EPS 12.54 vs est 10.2192).

Wrong
F

We said

—

What happened

Called inline (40% beat); actual miss (EPS -0.39 vs est -0.1151).

Wrong
A

We said

—

What happened

Called beat (55% beat); actual beat (EPS 2.21 vs est 2.0334).

Right
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 0.84 vs est 0.7423).

Right
F

We said

—

What happened

Called inline (55% beat); actual beat (EPS 6.22 vs est 4.1527).

Wrong
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 4.24 vs est 3.3328).

Right
A

We said

—

What happened

Called beat (60% beat); actual beat (EPS 1.9 vs est 1.4406).

Right
F

We said

—

What happened

Called inline (45% beat); actual beat (EPS -0.27 vs est -0.4174).

Wrong
F

We said

—

What happened

Called inline (50% beat); actual beat (EPS 0.75 vs est 0.7385).

Wrong
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call

Scoring is deterministic and runs after every US market close. End-of-day prices from Yahoo Finance; earnings actuals from Finnhub. Free-text predictions (top-15, surprise, uncertain) are left for editorial review and not counted in the overall grade.