{"slug":"guidance-revisions-zw36zk","name":"Guidance revisions","task":"Find cases in the LAST 7 DAYS where NVIDIA, Microsoft, Apple, Alphabet, Amazon, Meta, Tesla, Broadcom, AMD, ASML, Netflix, Salesforce, Adobe, Oracle, Intel, Qualcomm, Marvell, Palantir, CrowdStrike, Snowflake or Datadog raises, lowers, narrows, reaffirms with a material change, or withdraws forward guidance. Each finding must be ONE company filing or ONE company release stating the change: an 8-K, a quarterly release, an investor-relations statement, a pre-announcement, or a slide from the company's own guidance deck. MUST-HAVES: the page is published by the company or is its filing; it names the metric being guided (revenue, EPS, operating margin, capital expenditure, unit volumes or free cash flow); it gives BOTH the previous figure and the new one, or explicitly says guidance is withdrawn; and it carries a date inside the 7-day window. Skip analyst reaction and brokerage notes, news commentary about guidance, 'guidance preview' articles, consensus-estimate pages, and anything outside the window. Lead with the company, the metric, the previous figure, the new figure, and the date.","interval_minutes":360,"digest_mode":"6hourly","clone_count":0,"view_count":9,"follower_count":0,"following":false,"owned":false,"published_at":"2026-07-28T19:05:35.065161Z","running":false,"clone_recommended":true,"findings_total":636,"findings":[{"id":"fnd_5accb93113e4","title":"Qualcomm Stock Sinks 11% on Weak Guidance. Is the Selloff a Buying Opportunity? | TIKR.com","url":"https://www.tikr.com/blog/qualcomm-stock-sinks-11-on-weak-guidance-is-the-selloff-a-buying-opportunity","source":"tikr.com","summary":"Third party blog commentary on Qualcomm guidance, explicitly excluded; no company filing, no prior and new figures, and the date is unverifiable.","relevance":10,"published_at":null,"created_at":"2026-08-08T20:01:44.265804Z"},{"id":"fnd_62e4964c9e29","title":"AMD's Beat-and-Raise Q2 Earnings Shows Just How High the AI Bar Is","url":"https://finance.yahoo.com/markets/stocks/articles/amds-beat-raise-q2-earnings-113002308.html","source":"finance.yahoo.com","summary":"News article about AMD's raised guidance, not the company's own release or filing; no prior versus new figures from the issuer, so it fails the source must-have.","relevance":25,"published_at":"2026-08-06T00:00:00Z","created_at":"2026-08-08T20:01:43.773950Z"},{"id":"fnd_50f80741daa3","title":"Semiconductor Stocks 2026: 45+ Companies | StockTitan","url":"https://www.stocktitan.net/stocks/themes/semiconductor-stocks","source":"stocktitan.net","summary":"Theme tracker listing many semiconductor companies: a container of news items, not one company filing stating a guidance change.","relevance":10,"published_at":null,"created_at":"2026-08-08T14:03:37.928996Z"},{"id":"fnd_4f49ed3b4869","title":"onsemi Q2 2026 slides: margins expand, AI data center revenue doubles By Investing.com","url":"https://www.investing.com/news/company-news/onsemi-q2-2026-slides-margins-expand-ai-data-center-revenue-doubles-93CH-4832507","source":"investing.com","summary":"Third-party Investing.com summary of onsemi slides; wrong issuer (not on the named list) and not published by the company.","relevance":5,"published_at":"2026-08-03T00:00:00Z","created_at":"2026-08-08T14:03:37.454476Z"},{"id":"fnd_a366cb502aed","title":"ON Semiconductor (ON) Q2 2026 Earnings: AI Growth in Focus After Recent -10.7% Decline","url":"https://tickeron.com/blogs/on-semiconductor-on-q2-2026-earnings-ai-growth-in-focus-after-recent-10-7-decline-15232/","source":"tickeron.com","summary":"Blog commentary on ON Semiconductor, a non-listed company; not a company release and no verifiable date.","relevance":5,"published_at":null,"created_at":"2026-08-08T14:03:36.980058Z"},{"id":"fnd_30d66133471d","title":"indie - indie Reports Second Quarter 2026 Results","url":"https://investors.indie.inc/news/news-details/2026/indie-Reports-Second-Quarter-2026-Results/default.aspx","source":"investors.indie.inc","summary":"Company-issued earnings release within the window, but indie Semiconductor is not among the 21 named companies, so it misses the core issuer constraint.","relevance":15,"published_at":"2026-08-06T00:00:00Z","created_at":"2026-08-08T14:03:36.505253Z"},{"id":"fnd_177059ddc4bd","title":"AI Capex to Hit $1 Trillion – And Estimates Are Still Too Low","url":"https://io-fund.com/ai-stocks/ai-capex-1-trillion-estimates-too-low","source":"io-fund.com","summary":"Analyst commentary piece on AI capex forecasts, not a single company filing or release stating a guidance change.","relevance":5,"published_at":null,"created_at":"2026-08-08T14:03:36.030842Z"},{"id":"fnd_28bca8e780f4","title":"Free Trial","url":"https://www.marketbeat.com/instant-alerts/salesforce-nysecrm-issues-fy-2026-earnings-guidance-2025-09-03","source":"marketbeat.com","summary":"MarketBeat third-party alert about Salesforce guidance, not company-published, and dated September 2025, roughly eleven months outside the 7-day window.","relevance":10,"published_at":"2025-09-03T00:00:00Z","created_at":"2026-08-08T14:03:35.555786Z"},{"id":"fnd_b375b8b21cb0","title":"oracle releases fiscal q1 2023 results here are the numbers","url":"https://www.tipranks.com/news/oracle-releases-fiscal-q1-2023-results-here-are-the-numbers","source":"tipranks.com","summary":"TipRanks news write-up of Oracle results from fiscal 2023, far outside the 7-day window and not a company filing or release.","relevance":5,"published_at":null,"created_at":"2026-08-08T14:03:35.080972Z"},{"id":"fnd_6dd00f661ac6","title":"Mizuho lowers Intel stock price target on margin, foundry risks By Investing.com","url":"https://uk.investing.com/news/stock-market-news/mizuho-lowers-intel-stock-price-target-on-margin-foundry-risks-93CH-4786982","source":"uk.investing.com","summary":"Brokerage price-target note on Intel, explicitly excluded as analyst reaction; not a company-published document and no confirmed date.","relevance":5,"published_at":null,"created_at":"2026-08-08T14:03:34.606859Z"}]}