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Back in January we outlined our guidelines for ETF coverage. Recently, we took a more detailed look at autocallable ETFs and have the following guidelines to share with our analysts in this fast-evolving category:
Similarly to covered-call and buy-write ETFs, autocallable ETFs have an income objective and can offer investors a downside cushion in some respects. Despite the similarities, please make sure to explain and apply their methodology against the environment you see ahead. Make sure your assessment presents a comparison to peers. These items keep your article actionable for the near future as well as explain how and why an ETF may diverge in performance from other income strategies or other autocallable ETFs.
Like all ETF analysis articles, autocallable ETFs should have a forward-looking thesis that drives the piece, with the methodology playing a supporting role.
Any questions on these ETFs or inquiries regarding your proposed coverage of these funds can be directed to submissions@seekingalpha.com.
We’re back with a new article competition!
This time, we’re looking for the "best industry disruptor." What company could emerge as an unlikely challenger in its sector, interrupting the status quo? Is there a contrarian pick that has the potential to rock the business it operates in, surprising both competitors and investors?
Seeking Alpha invites analysts to present their idea in this new competition. Keep in mind the company must trade in the United States or Canada and have a ticker page on our site.
Analysts can send in an exclusive article with their pick. Add a comment in the "note to the editor" section requesting that the article be entered into the competition. The deadline is midnight, Aug. 24.
Details on the competition can be found here.
Editors often take a close look at key items that influence article engagement. Recently, we ran data on article length, and the findings confirmed what we’ve been telling analysts: The most engaging articles contain a word count between 1,000-2,000 words.
We know from reader feedback, and looking at the numbers, articles that are less than 1,000 words are usually too short to provide the detailed analysis readers want. And, again, based on reader feedback and looking at data, readers tend to lose interest with articles that are longer than 2,500 words.
There are no requirements pertaining to article length. And engagement can be focused on everything from the analyst presenting the article to the investment in focus. And we want to emphasize that the quality of the analysis always takes precedence over article length.
Details on article length and other article best practices can be found in our Simplified Editorial Policies page.
As a reminder (and this should save analysts time and frustration), this outlines what is allowed, and what is not allowed, in article corrections.
What is allowed: Correcting minor errors that do not have a material impact on the overall thesis or key claims.
What is not allowed: Correcting major errors (such as using the wrong share count in calculating a price target) or material changes to the thesis or key claims (such as saying a stock is overvalued instead of undervalued). Also, if the article is correct "as is," and there’s additional information and/or analysis that you think would be helpful for readers, you're free to add this in the comments. We suggest using the pinned comment feature for key material updates.
Feel free to email submissions@seekingalpha.com if you have any questions.
Dhierin Bechai, a Seeking Alpha analyst since 2013, has become widely known for his coverage of aerospace and defense. The veteran contributor recently posted his 3,000th article, an analysis of Voyager Technologies.
Bechai, who runs the Aerospace Forum Investing Group, this week shared insight into his stock analysis, working with editors, and building a following (he has attracted more than 24,000 followers). Bechai states in his article that he likely won’t change his long-term approach to analysis: Keep learning, build more expertise, and focus on quality.
His one key takeaway: Engagement is not a metric, it’s a conversation with readers.
Bechai’s reflections can be found here.
Heading into the second half of 2026, the main indices are all heading into the third quarter with year-to-date gains, and the majority of sectors have experienced positive returns so far, with a few exceptions. As we enter July, we will also see the next earnings season kick off with the number of reports and the importance of reports increasing as the month goes on. Please keep in mind that as we get further out in the month, some of the earnings dates haven’t been confirmed by the companies yet and these are estimated dates.
Seeking Alpha Earnings Calendar
Week 1 (July 1-10)
With July 1 being a Wednesday and with the market closed on July 3 in observance of Independence Day, we have combined the first few days of the month with the first full week to form a decent amount of reports. On July 1, the only company with a market cap of more than $10 billion that will report is General Mills (GIS). There aren’t any major reports on July 2.
Jumping to the first full week of July, we get our first notable earnings report on Tuesday with Albertson’s (ACI) expected to release earnings. Moving over to Thursday we see PepsiCo (PEP) on the docket. On Friday there are two key reports expected and they are ASE Technology (ASX) and Delta Air Lines (DAL).
Week 2 (July 13-17)
The quantity of reports picks up in week 2 with Wipro (WIT) reporting on Monday. Tuesday is when things really start to get busy as a number of the big banks and financial institutions are set to report: JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS), Wells Fargo (WFC), Citigroup (C), and Interactive Brokers (IBKR). We also get reports from America Movil (AMX), Fastenal (FAST), Ericsson (ERIC), and United Airlines (UAL). Wednesday shows six companies with a market cap of at least $100B reporting, and they're led by ASML (ASML). Johnson & Johnson (JNJ), Morgan Stanley (MS), Abbott Laboratories (ABT), Progressive (PGR) and Bank of New York Mellon (BNY) are also on the schedule.
Thursday also has six companies with large market caps (+$100B) reporting with Taiwan Semiconductor (TSM) being the biggest one. We also expect reports from General Electric (GE), United Healthcare (UNH), Netflix (NFLX), Intuitive Surgical (ISRG) and Prologis (PLD). The most notable reports for Friday are BlackRock (BLK), Charles Schwab (SCHW), Blackstone (BX), HDFC Bank (HDB), Icici Bank (IBN), 3M Company (MMM) and a number of regional banks.
Week 3 (July 20-24)
Week 3 continues to see an increase in quantity and importance for earnings. On Monday, Steel Dynamics (STLD) and Ryanair (RYAAY) are the most notable reports. Turning the page to Tuesday and we see a noticeable jump in the market caps of the top companies reporting. The list includes Visa (V), Coca-Cola (KO), Novartis (NVS), RTX (RTX), Chubb (CB), Danaher (DHR), and Lockheed Martin (LMT) as the largest names by market cap. We also expect to hear from well known names like Spotify (SPOT), General Motors (GM), and Northrop Grumman (NOC).
Wednesday marks the beginning for Mag 7 reports to start with Tesla (TSLA) expected to report. Other notable companies expected to report that day are GE Vernova (GEV), Texas Instruments (TXN), Philip Morris (PM), IBM (IBM), and AT&T (T), among others. Looking out to Thursday, Intel (INTC) leads the way and is joined by the likes of SAP (SAP), Union Pacific (UNP), Honeywell (HON), Capital One (COF), and Newmont (NEM). There are a few key reports expected on Friday with the most notable being American Express (AXP), Verizon (VZ), NextEra Energy (NEE), and Southern Copper (SCCO).
Week 4 (July 27-31)
Looking at the final week of July, this is when the temperature really gets turned up as a number of Mag 7 members are expected to report, but not right out of the gate. For Monday, the most notable names are AbbVie (ABBV), AstraZeneca (AZN), Eaton (ETN), Welltower (WELL), Cadence Design Systems (CDNS), and Ford (F). Tuesday shows Corning (GLW) Unilever (UL), Starbucks (SBUX), and GSK (GSK) as the biggest names expected to report with UPS (UPS) and NXP Semiconductor (NXPI) among the others.
Wednesday is when we expect to hear from two more Mag 7 companies with Alphabet (GOOG)(GOOGL) and Meta (META) both expected to report. We also expect to hear from Arm Holdings (ARM), Procter & Gamble (PG), Qualcomm (QCOM), and Boeing (BA) that day. Thursday is the busiest day for earnings during the month and two more Mag 7 members are expected to report. This time it’s Apple (AAPL) and Amazon (AMZN). In addition to those reports, we expect to hear from Mastercard (MA), Western Digital (WDC), Shell (SHEL), and T-Mobile among the many reports. Friday also has some heavyweight oil companies reporting with Exxon Mobil (XOM) and Chevron (CVX) expected to close out the month.
July Investor and Industry Events
July 1-4 - Deliveries and sales reports from Tesla, Rivian, Lucid, GM, Ford, Nio, XPeng, etc.
July 1 - S&P Global spinoff effective
July 5 - Amazon's 32-year anniversary
July 5 - Trump Accounts launch
July 7-11 - Allen & Company Sun Valley Conference
July 7 - GameStop annual meeting
July 7 - New York Fed Inflation Expectations report
July 7 - FDA action date for Vera Therapeutics' Atacicept
July 8 - Boeing deliveries report expected
July 8 - Costco monthly sales report
July 10 - WASDE report on major crops
July 11 - Alzheimer Association International Conference (drug presentations)
July 13 - First day of legal gaming in Alberta
July 16 - D. A. Davidson Technology & Consumer Conference
July 16-19 - Fanatics Fest in NYC
July 18 - Nvidia SIGGRAPH Exhibition
July 18-19 - Electric Aircraft Symposium
July 20-24 - Farnborough Air Show (Boeing, Airbus, eVTOL companies)
July 22 - Circana videogame data
July 23 - AMD Advancing AI event
July 23 - FDA action date for Sanofi's Sarclisa
July 23-26 - Comic-Con
July 24 - Evercore ISI Auto Conference
July 28 - Microsoft/343 Industries will release Halo: Campaign Evolved
July 28-29 - BTIG Annual Biotech conference
July 31 - Black Hat USA Conference (Nvidia, NetScout, etc.)
Major Economic Reports and Events
July 1 - ISM Manufacturing, Construction Spending, ADP Employment Change
July 2 - June Employment report
July 6 - ISM Services
July 7 - Trade Balance
July 9 - Existing Home Sales
July 13 - Treasury Budget
July14 - CPI
July 15 - PPI
July 16 - Pending Home Sales, Retail Sales
July 17 - Building Permits, Housing Starts, Univ. of Michigan Consumer Sentiment, Industrial Production, Capacity Utilization
July 24 - New Home Sales
July 27 - Durable Orders
July 28 - S&P/Case-Shiller Housing Index, Consumer Confidence
July 29 - FOMC Rate Decision
July 30 - Q2 GDP Initial Release, PCE Price Index, Personal Income Personal Spending
July 31 - Univ. of Michigan Consumer Sentiment
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