Original research · Version 1.1

Global Earnings & Valuation Research Index

A recurring index connecting GMR earnings, guidance, market-cap and valuation research across major listed companies.

Last reviewed: 2026-09-08. Values remain tied to their stated source and project or regulatory stage. Missing values are not estimated.
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Records

89

Rows or archive records currently included under this product's stated inclusion rules.

Source domains

1

Distinct source domains visible in the current research table. Archive indexes can also contain source labels retained inside the underlying articles.

Review schedule

Weekly archive refresh and event-driven updates after results, guidance or major valuation changes.

The review cadence is part of the dataset methodology. Material events can trigger an earlier update.

Version control

v1.1

Last reviewed 2026-09-08. Historical observations are preserved rather than silently rewritten where context matters.

Dataset measure

Indexed research items

89

Dataset measure

Categories represented

3

Dataset measure

Primary topics represented

88

Dataset measure

Coverage window

2026-04-23 to 2026-09-15

Dataset measure

Structured observations

12

What the research currently shows

The index keeps reported results, management guidance and analyst forecasts in separate evidence categories.

Valuation comparisons retain currency, security and observation-date context so stale market values do not masquerade as current facts.

Questions this dataset is built to answer

  • Which accounting period does each earnings figure cover?
  • Are valuation multiples trailing, forward or based on company guidance?
  • Which currency and share class underpin the market-value calculation?
  • Have prior-period results or guidance been restated?

Reported earnings

Company-reported result for a defined accounting period.

Guidance

Management's forward-looking range or qualitative outlook, not an observed result.

Trailing multiple

Valuation ratio using historical earnings or cash flow.

Forward multiple

Valuation ratio using an attributable forecast; source and forecast period must remain attached.

Market capitalisation

Share price times relevant shares outstanding at a dated observation point, not a permanent company attribute.

Source hierarchy

  1. Primary official sources, company filings, regulator publications and operator disclosures are preferred for factual dataset records.
  2. High-quality wire reporting or specialist trade reporting with an explicit attributable source trail may be used where it adds a dated physical-project fact not available in a practical first-party source.
  3. Secondary press, estimates and promotional claims are not promoted into dataset facts unless their status and provenance are clearly labelled.

Data quality controls

  • Observation date and publication date are kept distinct where the underlying fact is time-sensitive.
  • Announced, planned, under-construction and operating states are not collapsed into one status.
  • Parent programme IDs distinguish child-site milestones from wider investment programmes so nested values are not silently double counted.
  • Reported results, management guidance, analyst opinions and policy targets remain separate evidence classes.
  • Missing values remain missing rather than being filled with inferred or modelled estimates.
  • Historical observations preserve earlier stated values and milestones rather than silently replacing them with the newest figure.
  • Material revisions are recorded so later updates do not erase the historical basis of an earlier observation.
Revision history

8 Sep 2026: formalised accounting-period, guidance, multiple and market-cap observation rules.

Evidence timeline

These dated observations preserve additional evidence about how investment commitments, project stages, regulatory milestones and ecosystem measures changed over time. They are not treated as additional current totals. Where a later disclosure supersedes an earlier figure, both observations remain visible with their dates and source context.

Global Earnings & Valuation Research Index: historical observations. Showing 12 of 12 records.
2025ExxonMobil full-year earnings$28.844bn full-year earnings; $6.70 per common shareUnited StatesOpen sourceReported company earnings observation, not an analyst forecast.
2026-09-06Valuation methodologyGMR formalised the difference between trailing and forward P/E, with forward multiples dependent on forecast earningsGlobalOpen sourceMethodology observation supports separation of realised earnings from forecast-based valuation metrics.
2026-FY guidanceSnowflake product-revenue outlookFiscal 2027 product-revenue guidance raised to $6.07bn from $5.84bnUnited StatesOpen sourceManagement guidance, not realised revenue.
2026-H1HSBC reported profit before tax$19.5bn reported profit before tax for first half 2026United Kingdom / globalOpen sourceReported measure separated from the company's excluding-notable-items metric.
2026-H1HSBC revenue excluding notable items$38.2bn, up 6% on a constant-currency basis versus 1H25United Kingdom / globalOpen sourceAdjusted company measure is labelled as such rather than mixed with reported figures.
2026-Q1ExxonMobil first-quarter earnings$4.183bn earnings and $1.00 per common shareUnited StatesOpen sourceSEC-filed quarterly observation retained alongside the full-year comparison.
2026-Q2Nvidia revenueFiscal Q2 2027 revenue $96.2bn, up 106% year on yearUnited StatesOpen sourceCompany-results figure used in GMR analyst research to contextualise valuation dispersion.
2026-Q2Nvidia Data Center revenueFiscal Q2 2027 Data Center revenue $89.0bn, up 117% year on yearUnited StatesOpen sourceSegment operating observation retained separately from analyst targets.
2026-Q2Snowflake product revenueFiscal Q2 2027 product revenue $1.49bn, up 37% year on yearUnited StatesOpen sourceCompany-results metric used to anchor subsequent price-target revisions.
2026-Q3Broadcom revenueFiscal Q3 revenue $29.6bn, up 86% year on yearUnited StatesOpen sourceReported company revenue observation.
2026-Q3Broadcom AI semiconductor revenue$16.7bn AI semiconductor revenue in fiscal Q3United StatesOpen sourceReported segment metric retained separately from future AI-revenue guidance.
2026-Q4 guidanceBroadcom revenue outlookApproximately $34.8bn Q4 revenue guidanceUnited StatesOpen sourceForward management guidance, not an observed quarter.
Global Earnings & Valuation Research Index, version 1.1. Showing 89 of 89 records.
2026-09-15AI Spending Fears Hit Chip Stocks. The Real Test Is Whether Orders Start DisappearingmarketsAI stocks spending slowdownReuters: investors assess AI spending slowdownOpen source
2026-09-15Fed Meeting September 2026: Oil Above $100 Has Changed the Rate DebatemarketsFed meeting September 2026Federal Reserve: FOMC meeting calendarOpen source
2026-09-14AI Capex Tracker 2026: How Much Big Tech Is Spending on ComputestocksAI capex tracker 2026Reuters: Alphabet raises 2026 capex forecastOpen source
2026-09-14AI's $220 Billion Debt Wave Is Turning the Bond Market Into an Infrastructure StorystocksAI debt hyperscaler bondsReuters: AI debt splurge is warping credit spreadsOpen source
2026-09-14Neocloud Economics: Why GPU Clouds Could Be AI's Highest-Risk Infrastructure LayerstocksAI neocloud stocks economicsReuters: data-centre upstarts and the broadband-boom comparisonOpen source
2026-09-14Will the Fed Raise Rates in September 2026? Oil Has Changed the EquationstocksFed September 2026 rate hikeFederal Reserve: September 2026 calendarOpen source
2026-09-14AI Stocks Face a Twin Valuation Shock: Slower Development and Higher YieldsstocksAI stocks selloff September 2026Reuters: AI-linked Asian stocks slump after slowdown callsOpen source
2026-09-14Why Interest Rates and Bond Yields Matter So Much to AI Stock ValuationsstocksAI stocks interest ratesFederal Reserve: FOMC meeting calendarOpen source
2026-09-14How to Track the AI Capex Cycle: Chips, Data Centres, Power and HyperscalersstocksAI capex cycleSEC: Nvidia 8-K on Hugging Face acquisitionOpen source
2026-09-14Qualcomm's Amazon AI Deal Is Bigger Than a $60 Billion HeadlinestocksQualcomm Amazon AI dealSEC: Qualcomm Form 8-K on Amazon warrantOpen source
2026-09-14AI Stocks Are Repricing as Higher Rates Meet a New Capex QuestionmarketsAI stocks selloffReuters: European shares, tech decline and oil surgeOpen source
2026-09-12Markets Are Pricing an AI Boom. Are They Pricing AI Regulation Risk?marketsAI regulation market riskAP: Anthropic researcher resigns over AI development risksOpen source
2026-09-11Bond Yields Surge as $107 Oil Revives the Global Inflation Trademarketsglobal bond selloff oil inflationReuters: S&P 500 falls as Treasury yields rise and inflation worries returnOpen source
2026-09-11Are AI Neoclouds Repeating the Dot-Com Fibre Boom? The Debt Question Is Getting Harder to IgnoremarketsAI neocloud debtReuters Breakingviews: data centre upstarts evoke earlier broadband crazeOpen source
2026-09-10Analog Devices Is Paying $1.35 Billion for Alif. The Bet Is That AI Moves to the EdgestocksAnalog Devices Alif Semiconductor acquisitionReuters: Analog Devices to buy Alif Semiconductor for $1.35 billionOpen source
2026-09-10Barclays Raises Its S&P 500 Target to 7,950. Earnings Are Doing More of the Work Than MultiplesmarketsBarclays S&P 500 target 7950Reuters: Barclays lifts S&P 500 year-end target to 7,950Open source
2026-09-09AI Infrastructure Market Index: The Public Companies Behind Compute, Cloud and Model DistributionstocksAI infrastructure stocksOpenAI: GPT-6 AstraOpen source
2026-09-09OpenAI Is Private. Which Public Companies Have the Clearest GPT-6 Astra Exposure?stocksGPT-6 Astra stocksOpenAI: GPT-6 Astra launchOpen source
2026-09-07Dividend Aristocrats Explained: What Qualifies and What the Label Does Not GuaranteestocksDividend Aristocrats explainedS&P Dow Jones Indices: S&P 500 Dividend AristocratsOpen source
2026-09-07FTSE 100 Dividend Stocks: How to Compare UK Income Shares ProperlystocksFTSE 100 dividend stocksFTSE Russell index resourcesOpen source
2026-09-07Monthly Dividend Stocks Explained: Frequency Is Not the Same as Qualitystocksmonthly dividend stocksSEC Investor.gov: StocksOpen source
2026-09-07Dividend Yield by Sector: Why Utilities, Banks and Technology Look So Differentstocksdividend yield by sectorSEC Investor.gov: StocksOpen source
2026-09-07Ex-Dividend Date Explained: When You Need to Own a Stock to Receive the Dividendstocksex dividend date explainedSEC Investor.gov: StocksOpen source
2026-09-06Forward P/E vs Trailing P/E: Which Valuation Ratio Should Investors Use?stocksforward PE vs trailing PESEC: How to read a 10-KOpen source
2026-09-06Market Cap vs Enterprise Value: What Is the Difference?stocksmarket cap vs enterprise valueSEC: Financial statementsOpen source
2026-09-06Stock Price vs Market Cap: Why a $20 Stock Is Not Necessarily Cheaper Than a $200 Stockstocksstock price vs market capInvestor.gov: StocksOpen source
2026-09-06How to Compare Stock Valuations Within the Same Sectorstockscompare stock valuationsSEC: How to read a 10-KOpen source
2026-09-06Free Cash Flow Payout Ratio: A Better Test of Dividend Coverage?stocksfree cash flow payout ratioSEC: Beginners' Guide to Financial StatementsOpen source
2026-09-06Special Dividends Explained: Why Companies Make One-Off Paymentsstocksspecial dividends explainedFINRA Rule 11140Open source
2026-09-04The AI Chip Trade Is Becoming the AI Networking TrademarketsAI networking stocksUltra Ethernet Consortium: specification historyOpen source
2026-09-04Megacap Tech Led the September Rally, but Market Breadth Was Positive ToomarketsS&P 500 rally September 2026Reuters market close, 3 September 2026Open source
2026-08-31Largest Japanese Companies by Market Cap: A Dated Top 20marketslargest Japanese companies by market capCompaniesMarketCap: Japan ranking and USD valuesOpen source
2026-08-31TOPIX vs Nikkei 225: What Each Japanese Index Actually MeasuresmarketsTOPIX vs Nikkei 225JPX: TOPIX rules and revision documentationOpen source
2026-08-29The World's 20 Largest Public Companies by Market Capstockslargest companies by market capS&P Dow Jones IndicesOpen source
2026-08-28Nvidia’s 70% Growth Forecast Reopens the AI Trade — but the Bottleneck Has Moved to MemorystocksNvidia stock forecast 2026Reuters — Nvidia forecast signals longer AI spending runwayOpen source
2026-08-27Dividend Growth Rate Explained and How to Calculate Itstocksdividend growth rateInvestor.gov: Direct investing and dividend reinvestmentOpen source
2026-08-27Nvidia's $96.2bn Quarter Shows the AI Spending Cycle Is Still AcceleratingearningsNvidia Q2 2027 earningsNvidia Q2 FY2027 resultsOpen source
2026-08-24Dividend Payout Ratio Explained: Is a Dividend Sustainable?stocksdividend payout ratioInvestor.gov: StocksOpen source
2026-08-21Global Tech Giants: 20 of the Largest Technology Companiesstockslargest technology companiesNvidia investor relationsOpen source
2026-08-20The Treasury Steps In: Inside Washington's Bet to Tame 19-Year-High Bond YieldsmarketsTreasury bond buybacks yieldsU.S. Department of the TreasuryOpen source
2026-08-20Moderna Doubles in a Day: How One Trial Result Reset a $25 Billion StockstocksModerna stock melanoma vaccineModerna investor relationsOpen source
2026-08-20Palantir's 93% Growth Is Real. So Is the Concentration RiskstocksPalantir Q2 2026 earningsPalantir investor relationsOpen source
2026-08-20The GLP-1 Gap Is Widening: What Q2 Says About Lilly and NovoearningsEli Lilly vs Novo NordiskEli Lilly investor relationsOpen source
2026-08-20Apple's Services Machine Has a New Risk: Regulators Are Rewriting the Toll BoothstocksApple Services revenueApple investor relationsOpen source
2026-08-18Dividend Yield Explained: What Is a Good Dividend Yield?stocksdividend yield explainedInvestor.gov: Stocks and dividendsOpen source
2026-08-18Inside the World's 20 Largest Banksstockslargest banks in the worldJPMorgan Chase investor relationsOpen source
2026-08-1715 of the World's Largest Pharmaceutical Companiesstockslargest pharmaceutical companiesEli LillyOpen source
2026-08-17Wall Street Enters Record-High Territory as Traders Brace for a Pivotal Fed Weekmarketsstock market todayUS Census Bureau — Advance Monthly Retail SalesOpen source
2026-08-17Walmart, Target and Home Depot Earnings This Week Will Test How Resilient the US Consumer Really IsearningsWalmart earningsWalmart Investor RelationsOpen source
2026-08-17Nvidia Earnings Preview: What to Watch When the AI Bellwether Reports on August 26stocksNvidia earnings dateNVIDIA Investor RelationsOpen source
2026-08-17European Stocks Are at Record Highs — and It's Not the Names You'd ExpectmarketsEuropean stocks record highSTOXX index dataOpen source
2026-08-15Why a High Dividend Yield Can Be a Warning Signstockshigh dividend yield warning signInvestor.gov: StocksOpen source
2026-08-1415 of the World's Largest Oil and Gas Companiesstockslargest oil and gas companiesUS Energy Information AdministrationOpen source
2026-08-14The S&P 500 Is at a Record. Ten Stocks Are Doing Most of the Work.marketsS&P 500 record highNVIDIA investor relationsOpen source
2026-08-13Semiconductor Companies Explained: Designers, Foundries, Memory and Equipmentstockssemiconductor companies explainedTSMC: company and foundry modelOpen source
2026-08-13The Q3 Earnings Calendar That Actually Mattersearningsearnings calendarNasdaq earnings calendarOpen source
2026-08-11The S&P 500 Explained: Companies, Weighting and What Moves the IndexmarketsS&P 500 explainedS&P 500 index pageOpen source
2026-08-10The FTSE 100 Is Cheap for a Reason — and It Still Might Be Too CheapmarketsFTSE 100FTSE Russell — FTSE 100 factsheetOpen source
2026-08-08The Nasdaq-100 Explained: Companies, Weighting and Technology ExposuremarketsNasdaq 100 explainedNasdaq-100 indexOpen source
2026-08-05Magnificent Seven Stocks: What Each Company Actually DoesmarketsMagnificent Seven stocksApple investorsOpen source
2026-08-0215 of the Largest AI Companies in Public Marketsstockslargest AI companiesNvidia investorsOpen source
2026-07-3015 of the World's Largest Asset Managersstockslargest asset managersBlackRock investor relationsOpen source
2026-07-29Why Companies Cut Dividends and What Usually Happens Nextstockswhy companies cut dividendsInvestor.gov: StocksOpen source
2026-07-2920 Largest Companies in the S&P 500 by Market Capitalisationmarketslargest companies in the S&P 500S&P Dow Jones Indices: S&P US Indices methodologyOpen source
2026-07-2715 of the World's Largest Payment Companiesstockslargest payment companiesVisa investorsOpen source
2026-07-2415 of the World's Largest Automakersstockslargest automakers in the worldToyota investor relationsOpen source
2026-07-2120 Largest Companies in the Nasdaq-100marketslargest companies in the Nasdaq 100Nasdaq: Nasdaq-100 methodology updateOpen source
2026-07-2115 of the World's Largest Defence Companiesstockslargest defence companiesSIPRI Arms Industry DatabaseOpen source
2026-07-1815 of the World's Largest Stock Exchangesmarketslargest stock exchanges in the worldWorld Federation of Exchanges statisticsOpen source
2026-07-17Alphabet and Intel Earnings Put the AI Rally on TrialearningsAlphabet earnings July 2026Alphabet investor relationsOpen source
2026-07-16TSMC’s Record Profit Shows the AI Chip Cycle Is Still a Capacity StorystocksTSMC earnings 2026Reuters — TSMC seen riding AI boom to record profitOpen source
2026-07-14JPMorgan’s Record $21.2bn Quarter Says the Deal Cycle Is Back Before Rates Come DownearningsJPMorgan earnings Q2 2026Reuters — JPMorgan posts record quarterly profitOpen source
2026-07-11Dow Jones Industrial Average Explained: Companies, Weighting and Why It Still MattersmarketsDow Jones Industrial Average explainedS&P Dow Jones Indices: Dow Jones Averages methodologyOpen source
2026-07-10Stocks Near Records Face CPI, Bank Earnings and Iran Riskmarketsstock market week ahead July 2026US Bureau of Labor Statistics CPIOpen source
2026-07-02Tesla Delivers a Record 480,126 Vehicles but the Stock Still FallsstocksTesla Q2 deliveries 2026Tesla investor relationsOpen source
2026-06-30Wall Street’s Best Quarter Since 2020 Leaves the Second Half Dependent on AI Earnings and the FedmarketsS&P 500 second half 2026Reuters — S&P 500 and Nasdaq post best quarter since 2020Open source
2026-06-30Nike's China Slump Shows Why Its Turnaround Is Taking Longer Than Investors HopedearningsNike earnings 2026Nike investor relationsOpen source
2026-06-26How the S&P 500 Is Weighted and Why the Biggest Stocks Matter So Muchmarketshow is the S&P 500 weightedS&P U.S. Indices MethodologyOpen source
2026-06-2620 Largest Companies in the FTSE 100marketslargest companies in the FTSE 100FTSE RussellOpen source
2026-06-25Micron's $41.5bn Quarter Shows Memory Has Become an AI BottleneckearningsMicron earnings Q3 2026Micron investor relationsOpen source
2026-06-1820 S&P 500 Dividend Aristocrats Investors Should KnowstocksS&P 500 Dividend AristocratsS&P 500 Dividend AristocratsOpen source
2026-06-0920 High-Dividend S&P 500 Stocks Investors Should Knowstockshigh dividend S&P 500 stocksS&P 500 High Dividend IndexOpen source
2026-06-05Nasdaq Sinks 4.2% as Jobs Shock Revives Fed Hike Fearsmarketsstock market today June 5 2026US Bureau of Labor StatisticsOpen source
2026-05-29Dividend Yield vs Dividend Growth: Which Matters More?stocksdividend yield vs dividend growthS&P Dividend AristocratsOpen source
2026-05-2020 Largest Semiconductor Stocks by Market Capitalisationstockslargest semiconductor stocksCompaniesMarketCap: semiconductor market-cap rankingOpen source
2026-05-18AI Capital Spending Is Becoming a Cash-Flow Test for Mega-Cap TechstocksAI capex 2026Amazon 2025 Form 10-KOpen source
2026-05-1220 Largest Energy Stocks by Market Capitalisationstockslargest energy stocksS&P sector indicesOpen source
2026-05-0420 Largest AI Infrastructure Stocks Investors Should KnowstocksAI infrastructure stocksNasdaq PHLX Semiconductor Index methodologyOpen source
2026-04-23The S&P 500 Has 500 Companies. Its Risk Is Still Concentrated Near the TopmarketsS&P 500 concentrationS&P Dow Jones Indices: S&P 500Open source

Dataset methodology

Scope

GMR company and market reporting where reported earnings, guidance, valuation or market capitalisation are material to the article.

Inclusion criteria

The record must retain the reporting period, company or index context and attributable source information.

Exclusions and limitations

Speculative valuation claims without a dated market or company reference are excluded.

Revision policy

The index is rebuilt from the publication archive as new qualifying reporting is added. Historical article dates and source attribution remain unchanged; new observations are appended rather than backfilled with inferred facts.

Reuse and attribution

Journalists, researchers and analysts may quote figures with attribution to Global Markets Review, the dataset version and review date. For substantial republication, chart reuse or data licensing, contact editor@globalmarketsreview.org.

Global Earnings & Valuation Research Index | Global Markets Review