signal type · capital allocation
guidance change
Every published guidance change signal with its public hit-rate inline. Belongs to the capital allocation family, which means fresh guidance change calls borrow confidence from sibling types in the family until they earn their own sample.
all-time signals
23
published only
direct hit-rate
33%
12 scored predictions
family hit-rate
33%
12 across capital allocation
family
capital allocation
see signal-families.ts for mapping
definition
What is a guidance change signal?
A guidance change signal is any High-Signal-published call tagged guidance_change by the ingest pipeline. The exact extraction rules live in python/ingest and the family rollup in /methodology. Every published instance carries ≥ 2 independent sources per the cite-or-kill rule.
every published guidance change signal
2026-07-15 · SK_HYNIX · up · medium
SK Hynix CEO Kwak Noh-jung stated that the global memory industry will face its worst-ever supply shortage in 2027,...
2026-07-15 · IBM · down · high
IBM shocked the market on July 14, 2026, by pre-announcing second-quarter results that missed expectations, sending...
2026-07-15 · ASML · up · high
ASML raised its full-year 2026 net sales forecast from €36B-€40B to €43B-€45B and reported Q2 net sales of €9.3B (beat...
2026-07-03 · META · down · high
During an internal town hall, Meta CEO Mark Zuckerberg stated that the development of AI agents has not accelerated as...
2026-07-01 · KPITTECH · down · high
KPIT Technologies issued a preliminary business update for Q1 FY27, expecting reported revenues to decline...
2026-06-26 · TSM · up · low
On June 26, 2026, Chinese financial news outlet Eastmoney reported that TSMC's latest closed-door meeting revealed...
2026-06-25 · CERE · down · medium
In its first earnings report since going public, Cerebras Systems (CERE) forecast a narrower full-year gross margin of...
2026-06-25 · QCOM · up · medium
Qualcomm's investor day on June 24, 2026 featured two major announcements: a $15 billion revenue target for data center...
2026-06-24 · CERE · down · medium
Cerebras posted 92% revenue growth in its first public quarter but warned that compute rentals will squeeze margins.
2026-06-21 · HPE · up · high
Hewlett Packard Enterprise (HPE) reported record Q2 FY2026 revenue, gross margin, and non-GAAP diluted EPS, along with...
2026-06-16 · HPE · up · high
HPE reported record Q2 FY2026 results on June 1, 2026, with revenue, gross margin, and EPS all exceeding expectations,...
2026-06-09 · AMD · up · medium
According to a Tom's Hardware report, AMD has updated its data center CPU market forecast, now expecting 35% annual...
2026-06-04 · TSM · up · high
On June 4, 2026, TSMC Chairman C.C. Wei and CEO addressed shareholders, delivering a strongly bullish outlook. Key...
2026-06-03 · AMD · up · medium
At the Bank of America 2026 Global Technology Conference on June 2, AMD CFO Jean Hu stated that agentic AI is driving...
2026-05-29 · FOXCONN · up · medium
On May 29, 2026, Foxconn reported reaching over 40% share in AI servers and is positioning for CPO (co-packaged optics)...
2026-05-29 · AMAT · up · medium
Applied Materials CEO Gary Dickerson stated on CNBC's 'Mad Money' that the semiconductor industry is experiencing its...
2026-05-29 · DELL · up · high
Dell Technologies reported Q1 FY2027 results on May 28, 2026, with revenue surging ~88% year-over-year to $43.84B,...
2026-05-28 · MRVL · up · medium
Marvell Technology raised its multi-year outlook driven by accelerating AI data center demand, according to a DigiTimes...
2026-05-21 · NVDA · down · medium
Nvidia reported record Q1 revenue of $81.6B, up 85% YoY with data center sales jumping 92% (Source 5).
2026-05-21 · NVDA · down · medium
Nvidia reported record quarterly revenue of $81.6B, up 85% YoY, with data center revenue surging 92% (Source 5, Source...
2026-04-26 · AAPL · neutral · medium
Apple announced that John Ternus will succeed Tim Cook as CEO later this year, marking a strategic shift towards...
2026-04-25 · INTC · up · high
Intel's Q1 earnings report showed a 7.2% increase in revenue to $13.58 billion, beating estimates.
2026-04-25 · INTC · up · high
Intel's strong AI-fueled outlook has led to a significant surge in its stock price, with shares soaring 24% on Friday,...