Hunch It Insights

https://blog.hunch.it.com/Hunch It Insights2026-11-13T00:30:02Zhttps://blog.hunch.it.com/market-small-caps-fall-2026-11-12/US stocks' Fed-calendar shock: small caps post -1.6%!2026-11-13T00:30:02Z2026-11-13T00:30:02Z

IWM, a fund tracking smaller US companies, returned -1.6% on November 12, the day of the Fed calendar news. That is a same-day comparison, not proof that the announcement caused the decline.

https://blog.hunch.it.com/nvidia-ceo-ouster-report-2026-11-11/NVIDIA stocks shock: shares lag peers amid ouster report!2026-11-12T23:52:00Z2026-11-12T23:52:00Z

NVIDIA's peer-adjusted return was -4.7% on the study's event day. CNBC reports “Nvidia's board is meeting to decide whether to oust CEO”; that describes deliberation, not a completed dismissal.

https://blog.hunch.it.com/oil-brent-below-90-2026-11-10/Oil and gas sector shock: basket posts a loss!2026-11-12T14:49:53Z2026-11-12T14:49:53Z

The oil and gas basket returned -3.9% over the supplied shorter window, with data through November 11, 2026. CNBC reported “Brent slipped below $90 a barrel for the first time since August.”

https://blog.hunch.it.com/market-stocks-fall-after-cpi-2026-11-10/US stocks CPI shock: SPY posts -0.4%!2026-11-12T11:55:07Z2026-11-12T11:55:07Z

SPY returned -0.4% on the November 10, 2026 CPI release day. Sector results were mixed, and the earlier weeks tell a different story.

https://blog.hunch.it.com/jensen-huang-nvda-gift-form4-2026-09-18/Jensen Huang Form 4 shock: NVIDIA's extra move just 0.3%!2026-10-25T17:41:42Z2026-11-05T20:17:33Z

NVIDIA's cumulative abnormal return from day zero was 0.3% against the market. Jensen Huang's Form 4 shows a gift of stock to a foundation and to a donor-advised fund, plus shares withheld for taxes. The paperwork is dramatic; the price move is not.

https://blog.hunch.it.com/pepsico-q3-2026-earnings/PepsiCo Q3 shock: growth cools to 5.6%!2026-10-25T17:20:09Z2026-11-05T20:17:36Z

PepsiCo's revenue grew 5.6% year-over-year in the third quarter of 2026. That is a record quarter paired with a slower growth rate than the quarter before. Margins barely moved from the last quarter. And over the past year the stock lagged the market.

https://blog.hunch.it.com/nancy-pelosi-ptr-2026-10-02/Pelosi filing shock: one office deal among 20 purchases!2026-10-25T04:54:01Z2026-11-05T18:58:12Z

Nancy Pelosi's new filing covers a single trade, against 20 purchases disclosed in her past year of filings. It is an office-property LLC, not a listed stock. The paperwork landed inside the legal window. And the year's buying bands are smaller money than its selling bands.

https://blog.hunch.it.com/fact-check-donald-trump-no-inflation-2025-10-06/Shock claim! Trump says no inflation, prices rose 3.0%2026-10-25T03:40:33Z2026-11-05T18:58:10Z

Trump said there is virtually no inflation, but consumer prices were 3.0% higher in the year to September 2025. Some of his numbers check out; others cannot be graded.

https://blog.hunch.it.com/mark-zuckerberg-meta-form4-2026-09-28/Zuckerberg Form 4 shock! Meta returned -12.2% in a year2026-10-24T20:26:45Z2026-11-05T20:17:33Z

Meta returned -12.2% over the year to 2026-10-23. The market returned 14.4% over the same window. Mark Zuckerberg filed a Form 4 reporting Meta share sales dated 24 September 2026. From the day the news appeared, the stock ran 1.3% ahead of the market.

https://blog.hunch.it.com/american-express-q3-2026-earnings/American Express earnings shock: growth slips to 7.8%!2026-10-23T11:00:36Z2026-11-05T20:17:30Z

American Express revenue rose 7.8% from a year earlier in 2026Q3. Record quarter, slower pace.

https://blog.hunch.it.com/fact-check-donald-trump-2-dollar-gas-2026-10-23/Promise shock! Trump promised 2 dollars a gallon gas2026-10-23T09:00:42Z2026-11-05T20:17:32Z

US pump prices now read 4 dollars a gallon. Trump had promised gas below 2 dollars a gallon. Of the promises data can score, none hold up. Trump Media's shares came in at -10.9% against the market in the same window as the article.

https://blog.hunch.it.com/bloom-energy-q3-2026-earnings/Bloom Energy earnings shock: revenue up 139.8%!2026-10-22T20:09:25Z2026-11-05T20:17:31Z

Revenue grew 139.8% from a year earlier in 2026Q3. It was a record quarter, but a slower growth rate than the quarter before. Operating margin reached 18.3%. The shares still lagged their two-peer basket on the day of the release.

https://blog.hunch.it.com/nvr-q3-2026-earnings/NVR earnings shock: revenue growth hits -10.5%!2026-10-22T16:07:27Z2026-11-05T20:17:35Z

NVR's revenue growth hit -10.5% year on year in 2026Q2. The shares also trailed rival builders around the third-quarter release, and the valuation is not the cheapest in the group.

https://blog.hunch.it.com/memory-storage-stocks-lag-2026-10-01/Memory and storage shock: DRAM prices up, basket -10.4%!2026-10-22T15:24:19Z2026-11-05T18:58:12Z

The memory and storage basket's recent return came in at -10.4%.

https://blog.hunch.it.com/procter-gamble-q1-fy2027-earnings/P&G earnings shock: sales up 4.0%, margin down!2026-10-22T15:02:49Z2026-11-05T20:17:37Z

P&G sales grew 4.0% versus the same quarter a year earlier. But each dollar of sales kept a thinner slice, and the share move sat close to the peer pack.

https://blog.hunch.it.com/warren-buffett-13f-2026-08-15/Berkshire 13F shock: its own stock moved just 0.4%!2026-10-22T14:57:13Z2026-11-05T20:17:39Z

Berkshire Hathaway's 13F for 2026 Q2 is out, and the filer's own shares moved 0.4% against the market in the same window. The buying it describes happened back in June. You are reading about it in August.

https://blog.hunch.it.com/nancy-pelosi-buys-bloom-intel-2026-08-25/Pelosi filing shock: up to $21.5m of buys!2026-10-22T14:43:02Z2026-11-05T20:17:34Z

Pelosi's newest congressional filing shows purchases worth as much as $21.5m. It is all buying, no selling, and the trades were made weeks before you got to read about them.

https://blog.hunch.it.com/fact-check-donald-trump-love-inflation-2026-06-11/Trump's inflation shock! He says 4.2%, data says 3.5%2026-10-22T14:19:30Z2026-11-05T18:58:10Z

Trump said he loves inflation at 4.2%. The price data we checked shows 3.5% over the past year. He also put oil at 85. The reading was 94. Two checkable numbers, two misses.

https://blog.hunch.it.com/umc-september-revenue-2026-10-06/UMC revenue shock: September growth hits 27.2%!2026-10-22T13:51:44Z2026-11-05T20:17:38Z

UMC's September 2026 revenue was 27.2% higher than the same month a year earlier. The move from August was tiny, and peers grew faster. The latest quarter shows fatter margins.

https://blog.hunch.it.com/sigurd-september-revenue-2026-10-05/Sigurd Microelectronics Sept revenue shock! Growth 26.3%2026-10-22T13:51:28Z2026-11-05T20:17:37Z

Sigurd Microelectronics' September revenue grew 26.3% from a year earlier. Month on month it was up just 1.0%. Peers grew faster. The last reported quarter still shows margins climbing.

https://blog.hunch.it.com/defense-stocks-rally-2026-10-22/Defense stocks rally shock: group beats the market by 8.8%!2026-10-22T13:47:55Z2026-11-05T18:58:09Z

Defense stocks beat the market by 8.8% over the last 20 trading sessions. The gains were not shared evenly.

https://blog.hunch.it.com/phison-earnings-2026-10-08/Phison September revenue shock: growth cools to 370.3%!2026-10-22T13:36:00Z2026-11-05T20:17:36Z

Phison's September revenue grew 370.3% from a year earlier. That was 8.4% above August. The rate sits below July's.

https://blog.hunch.it.com/tuc-earnings-2026-10-05/Taiwan Union Technology shock! September revenue up 114.8%2026-10-22T13:35:47Z2026-11-05T20:17:38Z

September revenue rose 114.8% from a year earlier. The gain over August was small, and the shares trailed their peers in the same window. Margins are the part worth watching.

https://blog.hunch.it.com/vis-earnings-2026-10-08/VIS September revenue shock: up 15.9% from August!2026-10-22T13:35:35Z2026-11-05T20:17:38Z

Vanguard International Semiconductor's September revenue rose 15.9% from August. But its three peers grew faster, and the stock carries the highest P/E of the four.

https://blog.hunch.it.com/powertech-earnings-2026-10-08/Powertech Technology revenue shock: September slips -0.6%!2026-10-22T13:35:23Z2026-11-05T20:17:36Z

Powertech Technology's September revenue came in -0.6% below August. Against the same month a year earlier it still rose 27.0%. Peers grew a shade faster, and the stock sits below the peer median P/E.

https://blog.hunch.it.com/mediatek-earnings-2026-10-08/MediaTek revenue shock: September growth only 2.0%!2026-10-22T13:35:08Z2026-11-05T20:17:34Z

MediaTek's September revenue grew just 2.0% from a year earlier. Sales of NT$55.4bn still made it a big month. The median peer in our basket grew 61.4% in the same month. Big month, small growth.

https://blog.hunch.it.com/pultegroup-q3-2026-earnings/PulteGroup earnings shock: revenue falls 9.8%!2026-10-22T11:28:08Z2026-11-05T20:17:37Z

PulteGroup's revenue fell 9.8% from a year earlier in 2026Q3. Profit before tax was lower too. Yet the shares held their ground in the same window.

https://blog.hunch.it.com/comcast-q3-2026-earnings/Comcast earnings shock: revenue -6.1% from a year ago!2026-10-22T11:05:59Z2026-11-05T20:17:31Z

Comcast's revenue growth was -6.1% year on year in 2026Q3. Sales shrank, and the shares still trade at a lower price tag than the three big rivals. The interesting bit is not the drop itself, but how much faster it got.

https://blog.hunch.it.com/lockheed-q3-2026-earnings/Lockheed Martin earnings shock: sales jump 11.3%!2026-10-22T10:26:08Z2026-11-05T20:17:33Z

Lockheed Martin's sales grew 11.3% from a year earlier in the third quarter of 2026. Operating margin slipped a little at the same time. The stock rose in the same window as the release.

https://blog.hunch.it.com/tesla-q3-2026-earnings/Tesla earnings shock: revenue growth stalls to -0.2%!2026-10-22T00:41:42Z2026-11-05T18:58:13Z

Tesla's revenue growth for 2026 Q3 came in at -0.2% from a year earlier. Sales stood still. But margins went the other way, and more of each sale turned into profit this quarter.