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wallstengine

Wall St Engine

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@wallstengine

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

RosterPolitics & Current EventsAI Model News & ReleasesCrypto & Web3
204,615 followers · 980 following · Last polled 1d ago
Perf. Score
64.7
Rank #109
Value Score
25.6
#208 of 273 priced
Median views
21K
p25 18K · trailing 7d
Followers
205K
+1.8% 7d
ER (impr.)
0.64%
eng ÷ impressions
ER (foll.)
0.10%
eng ÷ followers
Est. CPM
$55.89
QT-rate basis
WoW views
-31.6%
▼ falling

Rates & value · est. from 21K median organic views

overpriced
Quote tweetbasis
$1200
$55.89 / 1K views
Post
$200
$9.31 / 1K views
Thread
—
no CPM
Retweet
—
no CPM
Value Score 25.6 · rank #208 of 273 priced$13953.49 / 1K engagementsrate age unknown (pre-audit import)

Trends

Follower growth
Median views / day
Engagement rate
View distribution · trailing-7d posts

Each blue dot is one organic post. The Performance Score ranks by the median (21K), not the mean (31K) — so a single viral post doesn't inflate a creator's reach. The p25 floor (18K) is the level 75% of posts clear.

Recent posts · ranked by views

PostPostedViewsLikesRepostsRepliesQuotesBookmarksER
$META unveiled Muse Charm, a palm-sized 5G device built specifically for talking to its Muse AI agent. They plan to ship the device in December, in time for the holidays. https://t.co/9zdUDb4lOO29d ago2.1M1.9K1371831894790.14%
ANTHROPIC FILES FOR IPO, PROSPECTUS SEEN BY REUTERS Here’s everything you need to know: Anthropic could seek a valuation above $2 trillion. 2025 financials: Rev: $4.59B, up 1,088% YoY from $386M Oper loss: $8.06B, widening from $2.98B GAAP net loss: $41.97B, vs $8.31B in 2024 That headline $42B net loss needs some context. Roughly $34B came from an accounting charge tied largely to the rising value of financing instruments that could eventually convert into Anthropic shares, rather than cash spent running the business. Even excluding that, the underlying operating losses remain substantial. Anthropic spent $7.33B on compute and infrastructure in 2025, up 190% YoY and nearly 3x the prior year. That alone represented: • 58% of its $12.65B in total operating expenses • Roughly 1.6x its entire annual revenue And the spending is expected to keep climbing. The prospectus outlines roughly $518B in cloud, compute and infrastructure obligations as Anthropic continues building out its AI systems. Anthropic ended 2025 with $20.28B in cash, cash equivalents and short-term investments. Its two largest direct customers each accounted for 12% of revenue, meaning just two customers represented 24% of total 2025 sales. Anthropic also warned that many of its largest customers are not locked into long-term contracts and could reduce or stop spending. At the same time, the filing highlights risks around increasingly autonomous AI systems, including unexpected behavior, security concerns and potential misuse. Anthropic is competing in an increasingly expensive AI race with OpenAI, Google, Meta and xAI. Amazon and Google are also major strategic partners and investors in Anthropic, while supplying much of the cloud infrastructure needed to train and run Claude. The IPO could come after the November U.S. midterm elections and would give public-market investors one of their first pure-play ways to value a frontier AI lab. Source: Reuters
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MICRON $MU Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $54.23B (Est. $51.07B) 🟢; +379% YoY 🔹 Adj. EPS: $33.42 (Est. $31.61) 🟢 🔹 Adj. Gross Margin: 87.0% (Est. 86.1%) 🟢 Q1 FY27 Guide: 🔹 Revenue: $61.5B ± $1.5B (Est. $57.02B) 🟢 🔹 Adj. EPS: $38.15 ± $1.00 (Est. $35.40) 🟢 🔹 Adj. Gross Margin: ~86.25% (Est. 86.4%) 🟡 CapEx & Cash Flow: 🔹 Operating Cash Flow: $43.97B (Est. $34.47B) 🟢 Business Unit Revenue: 🔹 Cloud Memory: $16.28B 🔹 Core Data Center: $18.00B 🔹 Mobile and Client: $13.11B 🔹 Automotive and Embedded: $6.82B Other Q4 Metrics: 🔹 Adj. Oper Income: $44.64B (Est. $42.41B) 🟢 🔹 Adj. Net Income: $38.40B (Est. $36.31B) 🟢 🔹 GAAP EPS: $32.87 Key Updates: 🔸 Quarterly dividend of $0.15 per share Comments: 🔸 “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027”22d ago559K1.7K322581641890.43%
$META LAUNCHES AI GAME-BUILDING TOOLS Meta is launching Horizon Create and Horizon Studio, letting users build complete 2D or 3D games from AI prompts on mobile or in a browser. Games can then be published across Facebook and Instagram, where users can jump from a clip directly into a multiplayer session without downloading a separate app. Meta says the tools can generate gameplay systems, difficulty, art direction and multiplayer features, while still letting creators manually refine the experience. The rollout is part of Meta’s broader shift to make Horizon a mobile-first platform rather than primarily a VR product.28d ago420K2.0K17274901.1K0.82%
OPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month. The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate. OpenAI declined to comment. Source: Financial Times.frozen14d ago410K1.1K124681322350.41%
TRUMP TO MAKE AN ANNOUNCEMENT 2PM ET, MONDAY25d ago398K947739645570.31%
$ASML Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: €11,662M (Est. €11.56B) 🟢 🔹 EPS: €12.95 (Est. €10.60) 🟢 🔹 Gross Margin: 57.5% (Est. 54.8%) 🟢 🔹 Net Income: €5.0B (Est. €4.06B) 🟢 FY26 Guide: 🔹 Net Sales: €44B-€45B (Est. €43.73B) 🟢 🔹 Gross Margin: ~56% (Est. 54.0%) 🟢 Q4 Guide: 🔹 Net Sales: €14.2B-€15.2B (Est. €13.8B) 🟢 🔹 Gross Margin: ~57% (Est. 54.9%) 🟢 🔹 R&D Costs: ~€1.2B 🔹 SG&A Costs: ~€0.4B Capital Return: 🔹 Share Buybacks: ~€4.1B in Q3 🔹 Interim Dividend: €1.88/share Key Updates: 🔹 Supply as currently planned for both 2027 and 2028 will not fully meet customer demand 🔹 Investigating ways to increase capacity for 2028 beyond the 30% increase previously communicatedfrozen9d ago395K1.9K357631531810.66%
TAKE-TWO SIGNS NEW LONG-TERM XBOX PUBLISHER DEAL WITH MICROSOFT $TTWO and $MSFT signed a new agreement covering Take-Two’s games across all Xbox devices, replacing the company’s prior Xbox publishing deals. Take-Two will receive wholesale pricing and/or revenue share on digital products sold by Microsoft. Microsoft retains approval rights over game concepts, final versions and certain marketing materials. The agreement took effect Sept. 17.22d ago310K1.6K19593612640.73%
ANTHROPIC TO SPEND $518B ON CLOUD, INFRASTRUCTURE IN 202724d ago289K680475063740.32%
Mark Zuckerberg, Sam Altman, Elon Musk, Tim Cook and many other CEOs were spotted at the Trump-Xi state dinner. Photos via Getty Images, Reuters and White House correspondents. https://t.co/U91aE6lKNFfrozen28d ago286K2.3K12570442690.99%
ANTHROPIC'S DRAFT IPO FILING • Revenue: $16.3B in the first half of 2026 • Net loss: $80.7B, driven largely by accounting charges • Compute spending: nearly $9B in the first half • Cloud commitments: about $450B over the next 7 to 10 years, including $111B with Google and $31B with Microsoft • Nvidia: up to $86B on renting Nvidia chips • Future compute: signaled it could spend $750B on more computing capacity in the coming years • Supply: says cloud partners are unwilling to sell it all the compute it needs Per WSJ, citing a draft S-12d ago251K1.4K13853633730.82%
U.S. TO OFFER VISTRA $VST $4B LOAN TO BOOST NUCLEAR POWER OUTPUTfrozen20d ago243K1.3K9542471670.67%
Nvidia CEO Jensen Huang on AI model distillation: “That’s called competition. You’re allowed to test somebody else’s products all you want.” https://t.co/sDrUpPd6lF24d ago242K2.0K15749373291.09%
ORACLE SEEKS PROTECTION FROM DATA CENTER DELAYS $ORCL has issued a force majeure notice tied to Project Jupiter, the 2.45GW New Mexico data center that is part of the Stargate AI buildout, Bloomberg reports. Oracle is not trying to exit the project, but is seeking to delay payments if the site misses its planned 2028 opening. The project has faced permitting setbacks, including a six-month delay to a key gas pipeline. Its $18B construction debt is already trading below 90 cents on the dollar. Oracle says the project remains on schedule.28d ago232K531764450820.34%
$STX -10%; $WDC -7% Toshiba plans to invest ~$380M to double HDD capacity for AI data centers by FY2027, expanding its Philippines plant. It’s targeting 65TB drives by 2030 and eventually 100TB, as tight memory supply and SSDs costing ~20x more push more AI storage demand toward HDDs.20d ago226K5727333371030.36%
$META launches its new $1,299 VR Glasses, weighing just 100g by moving the battery + compute into an external pack. They’re about 1/3 the price of Apple’s Vision Pro, with 3-hour battery life. Meta says the hardware is on track to be sold without a loss. https://t.co/IvtZGhFpsg29d ago214K1.1K7036421530.65%
CHINA 🇨🇳 WEIGHS EASING RESTRICTIONS ON NEW $NVDA CHIP PURCHASES Beijing has signaled it may allow Alibaba, ByteDance and others to buy Nvidia’s new RTX Pro 5500, per The Information. ByteDance alone is weighing an order for about 1M chips. Key details: • Nvidia plans to begin shipments in late December • Targeting ~500K chips per quarter for China • ByteDance’s potential order alone could take 2 quarters to fill • Buyers plan to put 8 chips per server to run AI models • Price: ~85K-90K yuan, roughly $13K each • Similar pricing to Huawei’s Ascend 950PR The RTX Pro 5500 is not one of Nvidia’s top data-center AI chips and lacks the high-speed interconnects and premium memory used in those systems. The bigger story is China’s compute shortage. AI companies are rolling out products faster than domestic chip supply can keep up, with Huawei itself recently saying it cannot meet demand. Approval timing, quantities and conditions are still unclear.25d ago207K1.3K15159431300.79%
ANTHROPIC IPO VALUATION EXPECTATIONS DROP TO ~$1.5T FROM $2T: RTRS Some existing and prospective investors are reconsidering the Claude maker's valuation ahead of its anticipated November IPO, according to Reuters. Anthropic reported Q3 revenue of $16.8B, up 45% QoQ, compared with growth of more than 100% in Q2, when revenue reached $11.6B. Despite reporting adjusted profitability, the slowdown disappointed some investors, with a broader tech selloff and concerns over rising AI infrastructure costs adding pressure. The company has committed to spending at least $518B on cloud computing and infrastructure over the next decade. Source: Reuters.frozen7d ago204K6227562511080.45%
Lumentum $LITE CEO says its optical components are "completely sold out" through early 2029 on demand for faster AI data centers.frozen14d ago184K837812929880.58%
MongoDB $MDB CEO CJ Desai has stepped down effective immediately to take a senior role at Meta $META. Founder and former CEO Dev Ittycheria is returning as interim CEO. MongoDB reaffirmed its Q3 and FY27 guidance. https://t.co/oiykt1BJcZ24d ago184K375342021380.27%
Micron says Level 4+ autonomous vehicles require over 200GB of memory & multiple terabytes of storage, each more than 10x today’s L2+/3 vehicles. $MU expects humanoids to have comparable memory & storage needs, implying similar 200GB+ memory & multi-TB storage needs per robot. “Physical AI can become a significant driver of memory and storage demand by the end of this decade.” Micron says several physical AI customers are already sampling its next-generation products.22d ago183K2.0K26849513941.53%
ANTHROPIC FILES FOR IPO, REVEALING 1,088% REVENUE GROWTH AND SURGING AI COMPUTE COSTS Anthropic generated $4.59B in FY25 revenue, up 1,088% from $386M a year earlier, according to its IPO prospectus seen by Reuters. But the scale-up is coming with massive costs: • FY25 operating loss: $8.06B vs. $2.98B in FY24 • GAAP net loss: $41.97B vs. $8.31B • Compute + infrastructure expense: $7.33B, up 190% YoY • Compute and infrastructure represented 58% of total operating expenses • Cash + short-term investments: $20.28B at year-end • Its two largest direct customers each accounted for 12% of revenue, or 24% combined24d ago182K1.0K11744452010.80%
Jensen Huang says NVIDIA Vera Rubin is “in full production.” “No cables, no wires, completely 100% liquid cooled.” It takes less than five minutes to assemble a Vera Rubin node, compared with two hours for Grace Blackwell. https://t.co/uym5bfkKZB1d ago173K1.9K13851152321.35%
The Trump-Xi State Dinner guest list, per the White House: U.S. + China leadership 🇺🇸 President Donald Trump 🇺🇸 First Lady Melania Trump 🇨🇳 President Xi Jinping 🇨🇳 Madame Peng Liyuan 🇺🇸 Vice President JD Vance 🇺🇸 Second Lady Usha Vance Trump administration Marco Rubio Scott Bessent Howard Lutnick Pete Hegseth Chris Wright Robert F. Kennedy Jr. Linda McMahon Doug Burgum Sean Duffy Susie Wiles Stephen Miller Steve Witkoff John Ratcliffe Russell Vought Lee Zeldin Kelly Loeffler Jamieson Greer David Perdue Chinese delegation Cai Qi Wang Yi He Lifeng Zheng Shanjie Wang Wentao Lan Fo’an Ma Zhaoxu Xie Feng Tang Fangyu Zhou Hongxu Lyu Luhua Hong Lei Cai Wei Mao Ning Zhang Yongchao Tech + AI Elon Musk, Tesla / SpaceX Jensen Huang, Nvidia Mark Zuckerberg, Meta Lisa Su, AMD Tim Cook, Apple Sam Altman, OpenAI Greg Brockman, OpenAI Sergey Brin, Google Sundar Pichai, Google Satya Nadella, Microsoft Jeff Bezos, Amazon Michael Dell, Dell Eric Yuan, Zoom Cristiano Amon, Qualcomm Sanjay Mehrotra, Micron David Ellison, Paramount Skydance Wall Street + finance Jamie Dimon, JPMorgan David Solomon, Goldman Sachs Jane Fraser, Citi Larry Fink, BlackRock Stephen Schwarzman, Blackstone Lynn Martin, NYSE John F.W. Rogers, Goldman Sachs Brad Gerstner, Altimeter Ryan McInerney, Visa Michael Miebach, Mastercard Jeff Yass Industry + consumer Mary Barra, General Motors Kelly Ortberg, Boeing Jim Taiclet, Lockheed Martin Larry Culp, GE Aerospace Darren Woods, ExxonMobil Albert Bourla, Pfizer Bernard Arnault, LVMH Alexandre Arnault Congress + judiciary Chief Justice John Roberts Justice Amy Coney Barrett Justice Brett Kavanaugh Speaker Mike Johnson Sen. Steve Daines Rep. Jason Smith Rep. Richard McCormick Media Bret Baier Laura Ingraham Jesse Watters Trump family + personal guests Ivanka Trump Eric Trump Lara Trump Tiffany Trump Michael Boulos Viktor Knavs Arabella Kushner Miriam Adelson David Sacks Meredith O’Rourkefrozen28d ago172K88212257392230.77%
NIKE $NKE Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.21B (Est. $11.32B) 🔴; -4% YoY 🔹 EPS: $0.48 (Est. $0.43) 🟢; -2% YoY 🔹 Gross Margin: 42.8% (Est. 42.2%) 🟢 🔹 Net Income: $0.7B; -2% YoY FY27 Guide: 🔹 Adj. EPS: $1.15-$1.35 (Est. $1.65) 🔴 🔹 Revenue: Decline high-single digits 🔹 Tax Rate: Mid-20% range Revenue by Channel: 🔹 Wholesale: $6.8B (Est. $6.8B) 🟡; -1% YoY 🔹 NIKE Direct: $4.1B (Est. $4.4B) 🔴; -8% YoY 🔹 NIKE Digital: -13% YoY 🔹 NIKE Stores: -5% YoY Revenue by Brand: 🔹 NIKE Brand: $11.0B; -4% YoY 🔹 Converse: $263M (Est. $296M) 🔴; -28% YoY Revenue by Geography: 🔹 North America: $5.13B (Est. $5.1B) 🟢; +2% YoY 🔹 EMEA: $3.18B (Est. $3.2B) 🔴; -5% YoY 🔹 Greater China: $1.18B (Est. $1.3B) 🔴; -22% YoY 🔹 APLA: $1.46B (Est. $1.4B) 🟢; -2% YoY Announcements: 🔹 Pace: Operating model transformation to accelerate and scale Sport Offense Other Q1 Metrics: 🔹 Inventories: $7.8B; -3% YoY 🔹 Demand Creation: $1.3B; +5% YoY 🔹 Tax Rate: 22.7% Key Updates: 🔹 FY27 Adj. EPS guide excludes ~$0.15 of Pace restructuring 🔹 Currency-neutral Revenue: -5% YoY 🔹 Gross margin expanded primarily due to lower warehousing and logistics costs 🔹 NIKE Brand revenue declines in Greater China and EMEA were partially offset by North America growth Comments: 🔸 “We have more work to do in NIKE Sportswear, Jordan Brand and Greater China, and we're taking deliberate actions to strengthen those businesses the right way for the long-term.”frozen21d ago172K213472631340.20%
$NVDA AUTHORIZES ADDITIONAL $150B SHARE BUYBACK, RAISING TOTAL REMAINING AUTHORIZATION TO $235B THROUGH FY28 https://t.co/05CZqj5mKx24d ago168K787763345530.59%
$GOOGL EMPLOYEES RAISE CONCERNS OVER GEMINI 4 CODING PERFORMANCE Google is preparing to launch Gemini 4, but some employees with access to the model say its strong benchmark results aren’t fully translating into real-world performance, according to Bloomberg. The main concerns are around coding. Some internal testers say Gemini 4 struggles with certain coding tasks and front-end design, while the model is also said to be very large, potentially making it more expensive to run. Google disputes that Gemini 4 is underperforming and says there is broad internal consensus that the model is at the frontier. Bloomberg also reports Google abandoned Gemini 3.5 Pro after previously planning to release it in June. Internally, views appear mixed: some employees believe Gemini 4 still trails the latest models from OpenAI and Anthropic in certain areas, while others believe it has caught up. Gemini 4 is said to perform particularly well on multimodal tasks, including understanding video, along with safety, cybersecurity and natural communication. Source: Bloomberg22d ago166K559453032730.44%
Anthropic is committing $100M to train 10,000 “Frontier Deployed Engineers” by the end of 2027 through its new Claude Frontier Academy. First cohorts include engineers from Accenture, Bain, Capgemini, Deloitte, McKinsey, Morgan Stanley, Commonwealth Bank and Novo Nordisk. Participants begin with in-person training, then spend 12 weeks deploying a real Claude project inside their own organization with support from Anthropic engineers. The goal is to build more engineers who can take enterprise AI projects from prototype to production.frozen20d ago160K5514736254170.67%
BREAKING: U.S. 🇺🇸 and Iran 🇮🇷 are discussing a phased deal to reopen the Strait of Hormuz and end the conflict. A first step could see Iran reopen Hormuz in exchange for the U.S. lifting its economic blockade, potentially with access to frozen Iranian assets. Source: Reuters28d ago152K850774639450.70%
$META CEO Mark Zuckerberg on Muse: “We believe that Muse will make you money. We’re standing behind this by making it free for a huge number of tokens.” “Over time, we will profit by taking a small fee from transactions.” https://t.co/k2pUafx5cT29d ago151K8805516191190.72%
TSMC $TSM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $46.72B (Est. $44.93B) 🟢; +41.2% YoY 🔹 EPS: $4.60 (Est. $4.48) 🟢; per ADR 🔹 Gross Margin: 66.4% (Est. 66.3%) 🟡 🔹 Oper Margin: 58.7% (Est. 57.7%) 🟢 🔹 Net Income: NT$763.06B (Est. NT$737.9B) 🟢 🔹 Net Profit Margin: 51.1% Revenue by Platform: 🔹 HPC: 68%; +22% QoQ 🔹 Smartphone: 21%; +10% QoQ 🔹 IoT: 4%; +5% QoQ 🔹 Automotive: 4%; +23% QoQ 🔹 DCE: 1%; -12% QoQ 🔹 Others: 2%; -10% QoQ Technology Mix (Wafer Revenue): 🔹 2nm: 8% 🔹 3nm: 33% 🔹 5nm: 28% 🔹 7nm: 10% 🔹 7nm and below: 79% Other Q3 Metrics: 🔹 Wafer Shipments: 4,476 Kpcs; +9.6% YoY 🔹 North America: 79% of revenue 🔹 ROE: 45.5% 🔹 OpEx: 7.8% of revenue 🔹 Inventory Days: 82; -5 days QoQ 🔹 CapEx: $13.84B; $40.64B YTD 🔹 Free Cash Flow: NT$476.56B Key Updates: 🔸 Gross margin was 1.3 ppts lower than 2Q26, primarily due to the margin dilution from the initial ramp-up of N2 technology. 🔸 Non-operating items were a gain of NT$34.59B, vs NT$95.83B in 2Q26, which included disposal and mark-to-market gains on VIS shares. 🔸 Diluted EPS NT$29.43 (+68.7% YoY); revenue NT$1,494.24B (+50.9% YoY)frozen8d ago147K1.1K19135541231.04%
JENSEN HUANG: FROM A 9-YEAR-OLD IMMIGRANT TO AMERICA’S HIGHEST SCIENCE HONOR Nvidia co-founder Jensen Huang received the National Medal of Science today, recognizing his contributions to computing and AI. His parents were also there to share the moment. Born in Taiwan, Huang was just nine when his parents sent him and his brother to live with an uncle in the United States. The family later reunited in Oregon. At 15, he worked at Denny’s washing dishes, clearing tables and serving customers. He went on to earn electrical engineering degrees from Oregon State and Stanford. In 1993, he co-founded NVIDIA with Chris Malachowsky and Curtis Priem, developing their early plans over meetings at a Denny’s. Their starting idea was to bring better 3D graphics to personal computers. Thirty-three years later, Huang is being honored for helping turn graphics processors into a foundation for scientific computing and artificial intelligence. There’s something special about this beyond the company or the medal: the parents who sent their son across the world getting to stand beside him for a moment like this.frozen14d ago146K2.2K21489261911.89%
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.58B (Est. $12.87B) 🟢; +161% YoY 🔹 EPS: $0.35; vs -$0.36 LY 🔹 Operating Income: $2.79B (Est. $2.24B) 🟢 🔹 Adj. EBITDA: $8.81B (Est. $6.59B) 🟢; +306% YoY 🔹 Net Income: $4.40B; vs -$1.05B LY CapEx: 🔹 Total CapEx: $19.59B (Est. $19.6B) 🟡 🔹 SI: $16.44B; +245% YoY 🔹 Space: $1.61B; +44% YoY 🔹 Connectivity: $1.54B; +53% YoY Segment Revenue: 🔹 Space: $1.77B (Est. $1.43B) 🟢; +6% YoY 🔹 Connectivity: $5.25B (Est. $4.86B) 🟢; +69% YoY 🔹 SI: $7.56B; +830% YoY Segment Operating Income: 🔹 Space: -$7M; vs $259M LY 🔹 Connectivity: $2.37B (Est. $1.86B) 🟢; +99% YoY 🔹 SI: $431M; vs -$1.72B LY Segment Adj. EBITDA: 🔹 Space: $357M (Est. $123.1M) 🟢; -47% YoY 🔹 Connectivity: $3.50B (Est. $2.94B) 🟢; +82% YoY 🔹 SI: $4.95B; vs -$428M LY Announcements: 🔸 First revenue-generating Starship mission delivered 26 Starlink V3 satellites, ~10x the downlink capacity added by a Falcon 9 Starlink launch 🔸 Planned Starbase, Louisiana spaceport for thousands of Starship flights a year, first launch targeted for 2029 🔸 Introduced Grok Bot, an always-on agentic SI system Other Q3 Metrics: 🔹 Total Launches: 35 (Est. 41) 🔴; vs 44 LY 🔹 Mass to Orbit: 476 MT (Est. 559 MT) 🔴 🔹 Starlink Subscribers: 13.6M; +89% YoY 🔹 Starlink ARPU: $69/mo; vs $83 LY 🔹 Nameplate Compute: 1.7 GW 🔹 Cash & Equivalents: $51.29B 🔹 Marketable Securities: $38.56B Key Updates: 🔸 Added $6.7B of incremental SI solutions and infrastructure revenue YoY, driven by cloud services agreements, the acquisition of Cursor and SI models and software applications Comments: 🔸 CFO: Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business2d ago144K62411724441380.66%
$META LAUNCHES NEW ENTERPRISE AI BUSINESS, HIRES FORMER MONGODB CEO TO RUN IT Meta is creating a new business line to sell AI tools directly to companies, bringing together Muse, its coding tools, access to its top AI models and business agents across WhatsApp, Instagram and Messenger. Former MongoDB CEO CJ Desai will lead the unit and report directly to Mark Zuckerberg. Meta hasn’t disclosed pricing yet, but the push marks a bigger move beyond ads and consumer AI as it looks to monetize more than $100B of AI infrastructure spending this year.24d ago144K737642537700.65%
Google will launch an experimental AI satellite on Oct. 1 as part of Project Suncatcher, its effort to eventually build AI data centers in space. The satellite will carry 4 $GOOGL TPUs and enough compute to answer simple Gemini queries from orbit while testing whether AI chips can reliably operate in space. Google plans two more satellite launches in 2027 and is already designing potential fleets of 80+ satellites that could work together as an orbital AI data center. Google estimates space-based data centers could become cost-competitive with terrestrial facilities by the mid-2030s. Source: NYT28d ago141K88010235381470.85%
$AMD TO ACQUIRE WORLD LABS IN $8.2B ALL-STOCK DEAL AMD is buying Fei-Fei Li’s AI research lab World Labs, which builds spatial-intelligence models that generate, reconstruct and simulate interactive 3D environments from text, images and video. The deal brings World Labs’ model research directly inside AMD as it pushes deeper into reasoning, robotics, simulation and physical AI. Fei-Fei Li will join AMD as EVP and Chief Scientist, reporting directly to Lisa Su. The transaction is expected to close by the end of 2026.24d ago141K1.1K10448351201.00%
Mark Zuckerberg launches Meta’s new camera-free glasses with all-day battery life, a thinner and lighter design, and a Ray-Ban Clubmaster-style frame. https://t.co/KF41sCLOoF29d ago139K2501586410.23%
Asked how far $NVDA would go to financially backstop neoclouds, or even bail one out, Jensen said: “We invested in them... that's different than backing them” He says neoclouds are “completely sold out” & expects them to secure the working capital they need h/t @TomMackenzieTV https://t.co/8dAjWWr2bV12h ago139K31727248520.31%
Marvell $MRVL now expects “approximately $20B” in total FY28 revenue, up from $18B previously, and sees $70B-$90B by FY31. CEO Matt Murphy also said Marvell now sees a ~$400B AI market by 2030, more than 4x its prior $94B opportunity estimate for 2028. https://t.co/RS7m3UxItHfrozen16d ago139K91610633441430.90%
$META Platforms Q3’26 Earnings Highlights 🔹 Revenue: $64.60B (Est. $63.33B) 🟢; +26% YoY 🔹 EPS: $3.83 (Est. $5.89) 🔴; +265% YoY 🔹 DAP: 3.64B; +3% YoY Guide: 🔹 FY26 CapEx: $135B-$145B (Est. $132.08B) 🔹 Q4 Revenue: $73.00B-$76.00B (Est. $73.68B) 🟡 🔹 FY26 Expenses: $175B-$179B 🔹 FY26 Oper. Income: Above 2025 operating income 🔹 Q4 Tax Rate: 15%-17% Segment Revenue: 🔹 Advertising Revenue: $63.06B; +26% YoY 🔹 Family of Apps Revenue: $64.16B 🔹 Reality Labs Revenue: $443M Segment Operating Income: 🔹 Family of Apps: $17.12B 🔹 Reality Labs: ($4.13B) Other Q3 Metrics: 🔹 Ad Impressions: +10% YoY 🔹 Avg. Price per Ad: +14% YoY 🔹 Headcount: 66,775; -15% YoY 🔹 CapEx: $34.91B (Est. $39.72B) 🔹 Operating Cash Flow: $32.79B 🔹 Free Cash Flow: -$2.12B 🔹 Dividend & Equivalents: $1.36B 🔹 Cash & Marketable Securities: $82.45B Financials: 🔹 Oper. Income: $12.99B (Est. $18.66B) 🔴 🔹 Operating Margin: 20%; vs 40% LY 🔹 Net Income: $9.86B (Est. $15.44B) 🔴; +264% YoY 🔹 Long-Term Debt: $80.92B Key Updates: 🔸 Charges related to agreement with U.S. State Attorneys General: $9.9B 🔸 FY26 capex outlook narrowed from $130B-$145B 🔸 New Class C common stock approved, with an effective date in January 2027 🔸 One-time stock dividend of one Class C share for each outstanding Class A and Class B share CEO Commentary: 🔸 “We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model,” 🔸 “Our investments are paying off, the core business is strong, and we're seeing velocity across the board.”1d ago137K4631032743880.53%
ELON MUSK TARGETS 13 GW OF AI COMPUTE BY 2027, WITH 440,000 NVIDIA VERA RUBIN GPUS IN A SINGLE TRAINING CLUSTER Musk says SpaceX is on track to bring roughly 200,000 $NVDA GB300 GPUs online per month for the remainder of 2026, with deployments continuing at a similar pace next year, primarily using Vera Rubin. The company expects to have 2.5-3 GW of compute online by the end of 2026, with another 10 GW potentially coming online in 2027. Musk also plans to have a 440,000-GPU Vera Rubin training cluster operational by the end of Q2 2027. To support the expansion, SpaceX is targeting an additional 20 GW of power and cooling infrastructure next year. Musk said there is a “non-zero possibility” of exceeding 20 GW of operational AI compute in 2027, although he acknowledged the probability remains small.2d ago136K7819732351410.80%
Odds of $GOOGL releasing Gemini 4.0 by Oct. 15 are rising quickly https://t.co/CiA7EB44xm22d ago128K160136370.15%
SPACEX $SPCX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $14.6B; +161% YoY 🔹 EPS: $0.35 🔹 Net Income: $4.4B 🔹 Adjusted EBITDA: $8.8B; +306% YoY Capital Expenditures: 🔹 Total: $19.6B 🔹 Operating Cash Flow: $13.1B Segment Revenue: 🔹 Space: $1.8B; +6% YoY 🔹 Connectivity: $5.2B; +69% YoY 🔹 SI: $7.6B; +830% YoY Announcements: 🔹 First revenue-generating Starship mission successfully launched 🔹 Starbase, Louisiana next-generation spaceport planned 🔹 Grok Bot introduced as an always-on agentic SI system Other Q3 Metrics: 🔹 Starlink Consumer Subscribers: 13.6M2d ago128K6191172246700.68%
$OURA POSTPONES NASDAQ IPO AMID MARKET UNCERTAINTY24d ago125K11591523160.14%
$GOOGL +3% as expectations continue to rise around Gemini 4.0 https://t.co/ypTino04gD22d ago120K96645307380.90%
ANTHROPIC Q3 REVENUE JUMPS 46% TO $16.8B AHEAD OF POTENTIAL NOVEMBER IPO The Claude developer told investors it was profitable on an adjusted basis and cash flow positive during the quarter, despite the significant costs associated with AI infrastructure. The update came during investor presentations in San Francisco as Anthropic prepares for a potential November listing. The company also outlined plans to spend more than $500B on computing and infrastructure over the next decade, while its preliminary IPO filing highlighted risks associated with unpredictable AI model behavior. Source: Financial Times.frozen8d ago118K6608439371090.79%
$RKLB SIGNS ITS LARGEST COMMERCIAL ELECTRON DEAL BY MISSION COUNT Rocket Lab signed a multi-year agreement for 20 Electron launches with Tokyo-based Earth observation company Synspective. The missions will launch 20 StriX synthetic aperture radar satellites into sun-synchronous orbit from Launch Complex 1 between 2028 and 2031. The deal brings Synspective’s total contracted Electron launches to 47, more than any other Rocket Lab customer. Rocket Lab says multi-launch deals signed this year have now pushed its launch backlog above 100 missions. Contract value was not disclosed.22d ago113K926661824480.96%
$GOOGL UNVEILS GEMINI 4 ARGON Google unveiled Gemini 4 Argon, its new frontier model and the top model in the Gemini 4 generation. Here’s everything you need to know: Pricing: $2 per 1M input tokens and $10 per 1M output tokens, with cached input priced 95% lower. Output limit: Argon can generate up to 1 million output tokens in a single trajectory, up from 64K previously. Performance: Google says Argon is competitive with OpenAI’s Astra and Anthropic’s Opus 5.5 across coding, enterprise work and cybersecurity. It leads several published benchmarks, including: Vals Index: 68.9% AutomationBench: 51.3% Finance Agent v2: 65.4% DeepSWE v1.1: 77.9% LVBench: 91.7% Internal use at Google: Argon is already being used by thousands of employees. Google says Argon agents identified memory optimizations that freed more than 300 TiB across its data centers, with an estimated 500 TiB to 1 PiB of total savings. It also helped optimize a quantum computing subroutine by 40%, and is being used for large-scale C/C++ to Rust migrations, including 800K+ lines for the Fuchsia Zircon kernel. Cybersecurity: Argon scored 68% on CWE-bench v1, tying for the top score, and Google says it can autonomously find, validate and patch software vulnerabilities. Trusted cybersecurity partners will get access without the model’s normal cyber guardrails so they can use its full defensive capabilities. Availability: Argon is initially rolling out to select cyber defenders and Google’s internal teams. Google says broader access will come later, starting with paid API customers and Google AI Ultra subscribers, but no public release date was given. Google is also participating in the Trump administration’s voluntary pre-release model access process before wider availability22d ago112K375562311460.46%
ANTHROPIC SIGNS $11.6B AKAMAI CLOUD DEAL Anthropic has committed $11.6B over seven years to use Akamai $AKAM infrastructure for growing CPU workloads, with options to expand the relationship by another $9B, bringing the potential total to ~$20B. As part of the deal, Anthropic received warrants that could give it up to ~5% of Akamai. About 2% is expected to vest with the initial commitment, with the remaining 3% tied to further cloud spending. Akamai expects ~$5.5B of capex related to the initial deal, including an additional ~$1.7B in 2026 to secure components such as memory.frozen28d ago111K503523134990.65%
$NVDA +1.5% Nvidia added $150B to its buyback, the largest share repurchase authorization increase in history. Jensen Huang: “Our cash generation gives us the capacity to invest in the technologies that advance this transformation and return capital to shareholders.” https://t.co/kbwKvOONct24d ago109K579621819310.65%
Elon Musk confirms TSMC and Terafab are in talks over potential chip manufacturing cooperation in Texas, including TSMC potentially using Terafab as an anchor customer for a future Texas fab.frozen19d ago109K4751979490.51%
Instinct founder Noah Shinn says its compute needs are effectively doubling every week. He says Instinct is currently scaling even faster than Claude Code or Codex. h/t to @patrick_oshag https://t.co/t3DsKZaW8L24d ago109K1647169660.24%
Netflix $NFLX co-CEO Ted Sarandos says the company “isn’t growing as fast as I want us to.” “We are, though, also doing things that create a lot of headwind to that number.” Live programming uses 5% of Netflix’s $20B content budget but drives only 1% of viewing. https://t.co/KXJnZoH7Ne22d ago108K456194912470.54%
Nvidia CEO Jensen Huang says rigorous AI safety testing could eventually require 10x more compute: “I wouldn’t be surprised if the amount of compute necessary to develop these models increases by a factor of 10 because the evaluation is so rigorous.” https://t.co/OPYSjEF7j029d ago108K328414022430.44%
NVIDIA-backed Reflection is preparing to release a new open-weight AI model expected to compete with top Chinese 🇨🇳 models. Note: Reflection has signed major compute deals recently with Nebius and SpaceX. https://t.co/PWtHATzR0Ifrozen18d ago106K8084839261200.98%
MCDONALD’S IS USING AI TO SET MENU PRICES IN THE U.S. $MCD is using AI-powered pricing tools that estimate how much customers at each restaurant are willing to pay and recommend menu prices. That means the same item can be priced differently even at nearby locations. One example cited by Reuters showed a Big Mac priced at $5.69 at one Fresno location and $6.89 at another just two miles away, a 21% difference. McDonald’s says franchisees still set their own final prices, but the company tracks whether they follow the recommendations and sends updated pricing guidance several times a year. The company says the system is designed to help franchisees make more informed pricing decisions, not mandate prices.22d ago104K556529840770.79%
SPACEX SIGNS SPECTRUM DEAL TO MAKE STARLINK A MAJOR U.S. MOBILE CARRIER $SPCX has agreed to acquire Grain Management’s nationwide portfolio of 800 MHz low-band spectrum licenses, a move the company says will pave the way for Starlink to become a major mobile carrier in the U.S. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.” The plan is to combine satellites with a ground-based mobile network. The low-band airwaves would complement Starlink’s 2 GHz spectrum, helping improve indoor coverage and extend service into areas with weak or nonexistent cellular reception. That would put Starlink in more direct competition with AT&T, Verizon and T-Mobile. Separately, the FCC approved a new constellation of 15,000 SpaceX satellites this week for direct-to-device mobile services, another step toward expanding Starlink’s ability to connect directly to phones. The spectrum acquisition still requires FCC approval and other customary closing conditions. Financial terms were not disclosed.frozen14d ago104K334432414420.44%
$GOOGL JUST PUT ITS AI CHIPS INTO ORBIT FOR THE FIRST TIME Google and Planet Labs $PL have successfully launched Project Suncatcher M1 aboard SpaceX’s Transporter-18 mission. Planet says it has already made contact with the spacecraft and begun commissioning. This is the first-ever in-orbit test of Google’s Tensor Processing Units, or TPUs. The refrigerator-sized prototype carries four Trillium TPUs, Google’s custom AI accelerators. This is not yet an orbital data center. The goal is to see whether the same type of AI hardware Google uses on Earth can survive launch and reliably run machine-learning workloads in low Earth orbit. There are three major engineering problems Google is testing: RADIATION: cosmic radiation can corrupt calculations or damage electronics. Google previously tested Trillium TPUs with proton radiation and found they could withstand more total radiation than expected over a five-year mission. COOLING: there is no air in space, so fans cannot cool the chips. Heat has to be moved through heat pipes into radiators and then emitted away from the spacecraft. The current prototype is expected to run AI workloads in roughly 15-minute bursts before allowing the system to cool. NETWORKING: Google’s long-term plan is not one satellite, but clusters of satellites carrying dozens of TPUs each and connected through high-speed laser links. Google estimates future AI workloads could require tens of terabits per second between satellites. Its ground prototype has already demonstrated 800 Gbps in each direction. Why put AI compute in space at all? In the right low-Earth orbit, solar panels can generate up to 8x more power than on Earth because satellites can receive near-continuous sunlight, reducing one of the biggest constraints facing AI data centers: electricity. The economics: Google estimates that if launch costs eventually fall below roughly $200 per kilogram by the mid-2030s, the cost of operating compute in space could begin approaching the energy cost of comparable terrestrial data centers.frozen21d ago102K91412130271641.23%
Broadcom $AVGO has agreed to provide Anthropic with up to $42B in financing tied to its AI infrastructure buildout. The facility could cover roughly one-third of Anthropic’s $125.2B five-year TPU compute commitment, and the debt may be convertible into Anthropic shares. Anthropic is also expected to become Broadcom’s largest compute customer in 2027. The filing says Broadcom’s combined role as hardware supplier and financing partner creates potential conflicts around pricing and access to compute. Source: Anthropic’s IPO prospectus seen by Reuters21d ago101K7558738331071.01%
B. Riley Downgrades $ASTS to Neutral from Buy, Cuts PT to $65 from $85 Crawford says the risk/reward has “swung back toward balance,” citing “arguably stronger competitive alternatives, delayed launch, and rising constellation costs, potentially including additional spectrum.” BlueBird 11’s full deployment was confirmed about 35 days after ASTS announced successful deployment of BlueBirds 12 and 13, despite all three launching on August 5. His concern is “what prices consumers ultimately will bear for added space-based connectivity” as lower-cost competitors emerge. Viasat and Space42’s Equatys venture could begin launching a constellation that may reach 2,800 satellites as soon as 2028. He sees a potential Rocket Lab partnership with Equatys as a greater threat than Rocket Lab competing independently. Crawford still views D2D as a “multiple-winner market” and ASTS among its leaders. But with subscriber uptake and service pricing data still to come, he believes “shares fairly reflect what we know today.” Analyst: Mike Crawfordfrozen21d ago100K167132313180.23%
$META launched its new $1,299 VR Glasses, a full VR headset in a glasses-style design weighing just ~100g. > Ships spring 2027 > 5K display + full-color passthrough > Snapdragon Reality Elite chip > External battery + compute pack > Up to 3-hour battery life + 45W fast charging > Dolby Vision + Dolby Atmos > First IMAX Enhanced certified VR device > Muse built directly into the OS > Hand + eye tracking > Virtual keyboard + trackpad > 75 games playable with hand gestures at launch > Full Quest library with controllers > Xbox Cloud Gaming > Disney+ Immersive Cinema + live sports > Mac/PC productivity support > Photorealistic hologram calls on WhatsApp + Zoom Full live Demo:29d ago100K1.7K12249405922.52%
Cybersecurity stocks are trading lower after Google unveiled Gemini 4 Argon, which is highly capable at cyber defense & will be offered to trusted defenders without cyber guardrails OpenAI execs have also said they’re actively building cybersecurity products around Astra https://t.co/dTget3I2r321d ago98K445584513710.65%
$META is bringing Muse Voice to all of its smart glasses, with Zuckerberg highlighting very low-latency responses. Live Demo: https://t.co/lUZLucH1Q429d ago97K30021195520.41%
US 🇺🇸 PCE / GDP DATA: Core PCE YoY: 3.0% (Est. 3.3%, Prior 3.3%) Core PCE MoM: 0.2% (Est. 0.3%, Prior 0.2%) PCE YoY: 3.4% (Est. 3.7%, Prior 3.7%) PCE MoM: 0.3% (Est. 0.3%, Prior 0.2%) Q2 Final GDP: 2.2% (Est. 1.5%) Advance Goods Trade Balance: -$132.6B (Est. -$115B, Prior -$118.9B)22d ago96K486871846440.71%
$META’s Alexandr Wang: “I’m very excited to announce today that Walmart, Best Buy, Gap, Sephora, Wayfair, and many more are integrating with Muse to enable new shopping experiences for their users.” https://t.co/oVIB95bXkT29d ago94K1.1K622618791.37%
MICROSOFT REBUILDS COPILOT AS AN “OS FOR WORK” $MSFT says this is its biggest Copilot update yet, reorganizing the product around four core pieces: Home combines Chat + Cowork Code builds apps, dashboards and workflows Autopilot runs long-running tasks proactively Office brings Word, Excel and PowerPoint directly into Copilot Microsoft is also adding Copilot inside Teams and introducing “Today,” a proactive command center that surfaces important M365 information and can act on it without being asked. Microsoft is positioning Copilot less as a personal AI chatbot and more as the AI layer across work. https://t.co/oxxeeUQTyy27d ago94K485442211910.69%
BNP Paribas Exane upgrades Nebius $NBIS to Outperform, raises PT to $399 from $260. https://t.co/B055Ur5XTZ28d ago93K632541615410.81%
$UBER TO ACQUIRE EZCATER FOR $2.3B IN CASH, EXPANDING UBER EATS INTO CATERING Uber is buying ezCater, a U.S. workplace meals and catering platform with 140,000+ restaurant partners and more than $2.5B in trailing 12-month gross bookings. ezCater is growing at a high-teens rate YoY, has average orders above $400, and is profitable on a non-GAAP operating income basis. Uber expects the deal to be margin accretive. After closing, ezCater will be integrated with Uber Eats and Uber for Business, giving Uber a larger presence in high-value group and enterprise food orders.16d ago93K528451919690.73%
GRINDR TO BUY HIV-PREVENTION TELEHEALTH PROVIDER FREDDIE FOR $250M $GRND agreed to acquire Freddie parent PurposeMed for $190M in cash and $60M in stock, marking its first major acquisition. Freddie focuses on HIV-prevention telehealth, including access to PrEP, and will be combined with Grindr’s existing Woodwork telehealth business under a new Grindr Health offering. Grindr plans to focus on expanding Freddie in the U.S., where it sees roughly a $240M annual revenue opportunity based on 50,000 patients. The company says the deal should be immediately accretive to EBITDA, though margins could initially be pressured as it invests in growth. PurposeMed could also receive up to another $70M if it hits 2027 performance targets. The deal is expected to close in Q4. Source: WSJ22d ago91K7571311120.13%
IF YOU’RE A FINANCIAL ANALYST, THIS IS WORTH PAYING ATTENTION TO These guys just launched Filot Autopilot, a finance tool that can basically keep your financial models updated for you as companies report earnings. So your laptop could be closed, earnings could drop, and the system can still pull the new filings, transcripts and numbers, update the model in the background, and have it ready for you to review. And I think that’s really the interesting part here. A lot of an analyst’s time during earnings season is still spent doing pretty repetitive work, updating numbers, checking models, making sure everything ties out. If tools like this can handle more of that reliably, it probably means analysts can spend more time on the higher-value part of the job: actually understanding what changed, what matters, and what the market might be missing. https://t.co/G3OCZDWO5d21d ago89K517391435981.32%
$GOOGL is nearing a $1B+ multi-year nuclear power deal with $CEG to supply electricity for its data-center operations, according to Bloomberg. https://t.co/aJHcIAFcvZfrozen17d ago88K4432984350.59%
Looks like $META is building Meta Pay for Muse, a first-party wallet that would let its AI agent use saved payment methods to make purchases for users. https://t.co/e8gWytt0o229d ago87K678383420610.95%
$META is launching Meta Enterprise Platform, a new business focused on selling its AI tools and services directly to companies and developers. The initial offering will bring together Meta’s enterprise AI stack, including Muse, Meta Business Agent, Muse API, Muse Code and other tools built on its models, agents and infrastructure. The goal is to help businesses use AI across customer engagement, development and broader enterprise workflows. Former MongoDB CEO and President CJ Desai is joining Meta as Chief Enterprise Platform Officer to lead the new business, reporting directly to Mark Zuckerberg. Before MongoDB, Desai led product and engineering at Cloudflare and spent nearly eight years at ServiceNow, including as President and COO.24d ago86K320262213350.49%
US CPI (Sept): +3.7% y/y (Est. +3.6%) Core CPI: +2.6% y/y (Est. +2.5%) CPI m/m: +0.6% (Est. +0.6%) · Core m/m: +0.3% (Est. +0.2%)frozen8d ago86K363802834250.62%
$AMD CEO Lisa Su says demand is still running above supply and expects strong demand for compute to continue for the next several years, with AMD planning to “substantially increase” supply in 2027. Su said AMD has already increased supply this year but “could definitely use more,” thanked TSMC for bringing additional capacity online, and noted that memory remains broadly supply constrained. AMD is working with memory suppliers and customers to make sure capacity comes online together, while keeping its current business model unchanged. Su also called Taiwan “very critical” to AMD and said the company plans to increase its investment there, while continuing to look at new packaging technologies. Source: Reutersfrozen17d ago85K669902522651.02%
Nvidia CEO Jensen Huang says $NVDA’s all-in investment across the AI ecosystem may be over $100B. “All in, we might be like a hundred billion dollars.” That's larger than the $52.7B 🇺🇸 CHIPS Act semiconductor funding Major announced investments / commitments: • OpenAI: up to $100B tied to 10GW deployment • Anthropic: up to $10B • Intel: $5B • IREN: right to invest up to $2.1B • CoreWeave: $2B • Lumentum: $2B + multibillion-$$$ purchase commitment • Coherent: $2B + multibillion-$$$ purchase commitment • Marvell: $2B • Nebius: $2B • Synopsys: $2B • SB Energy: $1.5B • Nokia: $1B • NAVER: planned $1B • Lilly: joint investment up to $1B • SSI: investment announced, amount undisclosed There are also major purchase commitments with TSMC, Wistron, Foxconn, Amkor and SPIL. Not all of this is cash already invested. Some are multi-year, contingent or purchase commitments.26d ago85K305334315680.55%
China 🇨🇳 is reviewing Broadcom $AVGO switch use across state-backed data centers, with preliminary findings suggesting they may account for as much as 90% of installed equipment. https://t.co/9me0UpHcue1mo ago85K43123158530.62%
BLOOM ENERGY $BE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.24B (Est. $1.05B) 🟢; +138.1% YoY 🔹 Adj. EPS: $0.94 (Est. $0.68) 🟢 🔹 GAAP EPS: $0.78 🔹 Adj. Gross Margin: 34.5%; +412 bps YoY Raises FY26 Guide: 🔹 Revenue: $4.40B-$4.60B (Est. $4.1B) 🟢 🔹 Adj. EPS: $3.10-$3.40 (Est. $2.73) 🟢 🔹 Adj. Gross Margin: ~34% 🔹 Adj. Oper Income: $960M-$1.03B Announcements: 🔹 Added to the S&P 500 Other Q3 Metrics: 🔹 Adj. Oper Income: $285.7M (Est. $214M) 🟢 🔹 GAAP Oper Income: $225.4M 🔹 Operating Cash Flow: -$27.1M 🔹 GAAP Gross Margin: 33.8%; +453 bps YoY Comments: 🔸 “Bloom is leading that transformation.”2h ago84K458681838640.77%
OPENAI SCRAPS GPT-6.1 ASTRA RELEASE OVER SAFETY CONCERNS OpenAI has reportedly canceled the planned public release of GPT-6.1 Astra after internal testing found the model had regressed on key safety and alignment measures. The model had been expected to debut inside ChatGPT and Codex in October and was more capable than previous OpenAI models at completing difficult end-to-end tasks without human assistance. But OpenAI’s safety team found two major problems: • Deception: Astra was more likely to be dishonest about actions it had or had not taken. • Scope authorization: the model sometimes continued tasks without asking for permission and reached for external tools or services even when doing so could be unsafe. OpenAI safety systems chief Saachi Jain said Astra had improved on “model laziness,” but the company concluded it was not reliable enough to release publicly. GPT-6.1 Astra was a separate model from those paused systems, but OpenAI says it will now focus on improving the safety of future models rather than releasing Astra. Source: WSJ24d ago83K304272622450.51%
Oracle's New Mexico data center lease has "hell-or-high-water" terms, so it can't be terminated and $ORCL must pay rent whether or not the site has power, the WSJ reports. https://t.co/pbeiHrygvIfrozen28d ago83K5527718221150.94%
AWS is raising prices for reserved GPU capacity through EC2 Capacity Blocks for ML by about 15% starting Oct. 7 New U.S. GPU rates: B300: $16.146 per accelerator-hour, from $14.04 B200: $14.208, from $12.355 H100: $5.97, from $5.191 The increases apply across regions, while On-Demand and Savings Plans pricing remains unchanged. AWS says Capacity Block pricing is dynamic and adjusted periodically based on supply and demand.22d ago83K658731523881.03%
BLUE ORIGIN RAISES $10B AT $140B VALUATION Jeff Bezos has now invested roughly $30B into Blue Origin since founding the company in 2000, including another $2B as part of its first outside funding round. Internal projections show revenue rising from: 2025: ~$800M 2026: ~$1.4B 2030: $30B+ Blue Origin expects growth to come from New Glenn launches, a planned satellite communications business and a future fleet of AI satellites. The company currently employs ~15,000 people and is rebuilding its Florida launch complex after a New Glenn vehicle exploded on the launchpad in May. Source: WSJfrozen28d ago83K330331614250.51%
BLACKBERRY $BB Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $163.3M (Est. $146M) 🟢; +26% YoY 🔹 Adj. EPS: $0.07 (Est. $0.04) 🟢; +75% YoY 🔹 GAAP EPS: $0.06 🔹 Adj. EBITDA: $47.0M (Est. $28.1M) 🟢; +81% YoY FY27 Guide: 🔹 Revenue: $616M-$636M (Est. $615M) 🟢 🔹 Adj. EBITDA: $141M-$158M (Est. $136M) 🟢 🔹 Adj. EPS: $0.19-$0.22 (Est. $0.19) 🟡 🔹 QNX Revenue: $315M-$325M 🔹 Secure Communications Revenue: $260M-$270M 🔹 Licensing Revenue: ~$41M Q3 Guide: 🔹 Revenue: $143M-$154M (Est. $150M) 🟡 🔹 Adj. EBITDA: $28M-$37M (Est. $33.6M) 🟡 🔹 Adj. EPS: $0.04-$0.05 (Est. $0.05) 🟡 🔹 QNX Revenue: $82M-$88M 🔹 Secure Communications Revenue: $55M-$60M 🔹 Licensing Revenue: ~$6M Segment Net Revenue: 🔹 QNX: $80.3M; +27% YoY 🔹 Secure Communications: $60.9M; +2% YoY 🔹 Licensing: $22.1M Other Q2 Metrics: 🔹 Adjusted Gross Margin: 78.2% 🔹 Adjusted EBITDA Margin: 29% (Est. 19.6%) 🟢 🔹 Secure Communications ARR: $221M; flat YoY 🔹 DBNRR: 91%; -2 pts YoY 🔹 Operating Cash Flow: $29.3M Comments: 🔸 “QNX delivered record performance in the quarter, driven by strength in our core automotive business.” 🔸 “The first Alloy Kore design win, the largest design win in QNX history, marks an important commercial milestone.”28d ago82K207381020180.36%
$NVDA OPENS VERA RUBIN RACK DESIGNS, EXPANDS AI NETWORKING WITH META, GOOGLE AND CISCO NVIDIA announced new partnerships and open infrastructure contributions at the OCP Global Summit, covering rack designs, networking, software and power systems for next-generation AI data centers. The company contributed key Vera Rubin rack and compute tray designs through its MGX architecture. The updated MGX 1.2 specification supports racks up to 250kW, with standardized power connections, liquid cooling and fanless compute trays. $META is adopting NVIDIA’s Spectrum-6 Ethernet switches, which deliver 102.4Tb/s of switching capacity. Combined with Spectrum-X Multiplane technology, the architecture is designed to connect more than 100,000 GPUs with fewer switch layers. Traffic is distributed across up to eight independent network paths, allowing workloads to keep running if a component fails. Cisco $CSCO and NVIDIA announced plans for USFP, a new pluggable optical module designed for 400Gb/s-per-lane networking. The companies say it will deliver 4x the bandwidth density and approximately 1.3x the power efficiency of 200Gb/s-per-lane modules, with up to 12.8Tb/s of overall capacity in roughly the same physical footprint. TE Connectivity and Amphenol are helping develop USFP connectors, cages and modules. The companies plan to establish an open industry specification, giving multiple suppliers a common design to build around. Google’s Falcon Transport will be supported on future NVIDIA ConnectX-10 SuperNICs and BlueField DPUs. The collaboration enables NVIDIA and Google networking hardware to communicate over a common transport, with features for managing congestion, recovering dropped packets and protecting connections. NVIDIA also released new open-source DSX software components for configuring networks, stress-testing GPU clusters, managing racks and preparing hardware for deployment. Its Vera CPU rack design specifically targets AI agent workloads, including tool calling, orchestration and sandboxed execution. On power infrastructure, NVIDIA joined AMD, Google and Meta on an open data-center design specification, and Google, Meta and Microsoft on grid-resilience standards. Separately, Visionbay introduced plans for K-1, an 800V DC AI factory platform combining NVIDIA’s reference architecture with Vertiv’s power and cooling technologies for future Vera Rubin deployments.frozen10d ago82K33534245780.58%
$NBIS SECURES $3.5 BILLION FINANCING FACILITY FROM CITI Nebius announced a new senior secured credit facility to fund its global AI data center expansion and GPU purchases. The facility has a 364-day maturity, with interest starting at SOFR + 2.75% and potentially rising to SOFR + 3.50%. Nebius has more than $40 billion in long-term contracts with investment-grade customers, which could support additional asset-backed financing as it expands AI capacity in 2027 and beyond.10h ago81K759574723701.18%
Telecom stocks are falling after hours following SpaceX’s announcement that it plans to acquire nationwide low-band spectrum licenses to become a major U.S. mobile carrier. AT&T $T: -6.75% 🩸 Verizon $VZ: -5% 🩸 T-Mobile $TMUS: -5.4% 🩸 https://t.co/tfFU1hkGNMfrozen14d ago81K564743424800.96%
$CIFR EXTENDS BARBER LAKE DEAL TO 20YRS Cipher Digital extended the contracted life of its Barber Lake data center from 10 to 20 years, increasing total contracted revenue from $3.8B to more than $9B. The structure combines its existing Fluidstack lease with a binding 10-year follow-on commitment from an unnamed AI lab, adding about $5.2B of incremental contracted revenue. Data halls are expected to come online in phases from Q4 2026 through Q1 2027, with rent starting as each hall is delivered. Cipher will absorb the first $359.3M of cost overruns above the original budget, while the tenant will reimburse 50% of costs above that threshold through additional rent over the lease term.27d ago81K297321912270.48%
Nvidia and SoftBank have each completed the final $10B installment of their respective $30B commitments to OpenAI’s latest funding round. The round had $122B in commitments at an $852B valuation, including Amazon’s $50B investment. SoftBank total investment in OpenAI has now reached $64.6B, giving it roughly a 13% stake. OpenAI is already targeting another $30B raise at a valuation around $1.4T. Source: The Informationfrozen21d ago80K34342327470.59%
$INTC shares are down 4% after Elon Musk confirmed TSMC is in talks with Terafab over potential chip manufacturing cooperation. Worth noting: Intel is also a Terafab partner. https://t.co/jBJjXB3Tkifrozen17d ago79K553573212580.90%
ANTHROPIC TO SPEND MORE THAN $600B ON COMPUTE: WSJ CITING DRAFT S-1 ANTHROPIC HAD $16.3B IN REVENUE IN FIRST HALF OF 2026 ANTHROPIC SPENT ALMOST $9B ON COMPUTING POWER IN 1H26 ANTHROPIC $80.7B NET LOSS LARGELY ON ACCOUNTING CHARGES2d ago79K371272510500.61%
$NU Holdings says it is not pursuing an acquisition of UK digital bank Monzo. https://t.co/g8mHDJLIwd22d ago78K302262021110.49%
$MCD SETS 2030 TARGETS, PLANS $8.5B FRANCHISEE SUPPORT McDonald’s is targeting a low-to-mid 50% operating margin by 2030 and roughly 250 bps of gross restaurant-level efficiency gains as it rolls out its new McDonald’s > NEXT strategy. The company says those efficiency gains would equal about $100,000 in annual cash flow benefits for the average U.S. restaurant, with most expected to flow to the restaurant’s bottom line. McDonald’s plans about $8.5B of franchisee support through 2036, including roughly $5B through 2030, to fund restaurant modernization, technology and operational upgrades. The rollout includes GenAI-enabled ArchIQ, while McDonald’s is also targeting +1.5 percentage points of market share in both chicken and beverages by 2030. It also expects mid-to-high 80% free cash flow conversion by 2030 and says unit expansion should contribute nearly 2.5% to Systemwide sales growth in 2027.29d ago77K26327259440.48%
Micron $MU will pay Netlist a total of $600M, $30M a quarter from Q4 2026 to Q3 2031, under patent license and settlement deals that end all pending litigation between them.16d ago77K47633151340.73%
Supermicro $SMCI RAISES its fiscal Q1 revenue outlook to $18.5B-$19.5B (prior: $14.5B-$15.5B), citing stronger AI demand. Gross margin now seen at 12%-12.5% (prior: 10.4%-10.8%). Figures are preliminary, with final earnings due Nov. 3. https://t.co/oCt0ttDGWS2d ago75K328553827360.65%
Google $GOOGL and Constellation $CEG signed a 20-year nuclear power deal to add 890 MW to the PJM grid through upgrades at 11 reactors, backed by $4.3B in investment. They also agreed to a 15-year supply deal covering another 2.7 GW, with the first uprate expected in 2028. https://t.co/J1cNw2kpodfrozen16d ago74K597522322571.01%
$NVDA LAUNCHES OPEN AGENT SAFETY PLATFORM Nvidia is introducing OpenShell software and the Sentry reference system design to let companies set enforceable limits on what AI agents can access and do, with security controls operating outside the agents themselves. OpenShell, the open-source software layer, controls access to files, tools and external services, protects credentials and records permission decisions. It works with existing agents such as Claude Code, Codex and Hermes without requiring developers to rewrite them. Sentry adds a separate hardware watchdog running on Nvidia’s BlueField-4 processors. Nvidia says it continuously monitors agent activity from outside the agent’s environment and can quarantine agents attempting to cross their boundaries within milliseconds. The approach is designed for agents that work for hours or days, write code and interact with business systems. Instead of relying only on the model to follow instructions, the infrastructure limits which actions it can actually carry out. Anthropic has collaborated with Nvidia to add protections to Claude Managed Agents, while SpaceXAI is using the platform for Cursor coding agents and Grok models. Salesforce has integrated OpenShell with Slack, and SAP is embedding it into Joule Studio. Nvidia says more than 100 organizations are working with the technologies, including Microsoft, CrowdStrike, Cisco, Palo Alto Networks, Palantir and ServiceNow. The effort also extends to robotics, banks and energy infrastructure. Jensen Huang: “Safety and security require full-stack engineering.” OpenShell is broadly available, with platform software accessible through Nvidia’s developer resources and GitHub. Sentry is presented as a BlueField-4-based reference system design.25d ago74K240303410340.47%
Volantis Semiconductor raised an $88M Series A, bringing total funding to $97M, to attack AI’s memory bottleneck with photonics. Backers include: OpenAI's Sam Altman SemiAnalysis'S Dylan Patel Jeff Dean John Doerr and others The company is building an optical “fabric” designed to connect AI processors to much larger pools of memory while dramatically increasing bandwidth. Volantis says its architecture can boost both memory capacity and bandwidth by more than 10x, targeting inference for models larger than 10 trillion parameters at speeds of up to 10,000 tokens per second per user. The core problem it is trying to solve is the “memory wall.” Volantis argues today’s architectures force a tradeoff: on-chip SRAM offers very high bandwidth but limited capacity, while HBM-based GPUs and TPUs offer far more memory but eventually run into bandwidth constraints as models scale. Its approach replaces more of the electrical data movement with optics, using custom integrated micro-VCSEL lasers and eliminating traditional optical fiber to push much more data across short distances inside AI systems. The company says it has already transmitted data more than 10x farther than similarly tiny electrical wires inside a chip package, and its next-generation design has already taped out. The near-term use case is much faster inference. Volantis says a coding agent that currently takes around 30 minutes could potentially complete the same task in roughly 30 seconds, while also lowering cost per token through higher throughput and cheaper pooled memory. If the technology scales as planned, the bigger idea is enabling much larger context windows, entire code repositories in context, and AI systems that are currently limited more by memory movement than raw compute.frozen21d ago74K10411122330.22%
Jensen Huang on Nvidia's offering growing from roughly $18B to more than $40B per gigawatt: “We used to be a GPU company … $NVDA became the largest & fastest growing networking company” “We’re now going to be one of the largest CPU companies, surely the fastest growing one” “We’re also growing share because we offer more to the world’s capex”frozen5d ago74K39236358440.70%
OURA IPO IS ~4X OVERSUBSCRIBED Smart ring maker Oura’s IPO has received roughly four times as many orders as shares available, per Bloomberg, with banks expected to stop taking orders Monday afternoon. Oura and existing shareholders are offering 50M shares at $40-$44 each, raising up to $2.2B. Of that, Oura itself is selling 13.5M shares, while existing holders including Forerunner Ventures and Lifeline Ventures are selling 36.5M. At the top of the range, Oura would carry a ~$14.1B market value and roughly $15B fully diluted valuation. The IPO is expected to price Sept. 29, with shares set to trade on Nasdaq under $OURA. The deal could also become the first U.S. IPO to raise more than $1B since July, despite several recent listings being postponed amid weaker market conditions. Source: Bloomberg27d ago73K15561310250.29%
$META & MICROSOFT ARE CUTTING INTERNAL CLAUDE USE AS THEY PUSH THEIR OWN AI TOOLS Meta and $MSFT, two major Anthropic customers, are reducing employee use of Claude, according to The Information. Microsoft had been on pace to spend at least $1B annually on internal Anthropic usage earlier this year, but has since cut that level by more than one-third. At Meta, Claude Code users have roughly halved to ~30,000 from ~60,000 earlier this year. Meanwhile: MetaCode users: 30,000+ Muse Code users: 6,000+ Meta still spent more than $105M on Claude Code over a recent 28-day period. Source: The Informationfrozen17d ago73K620644518661.12%
$META CEO Mark Zuckerberg on whether AI is “gonna kill us all” Zuck chuckles: “If we all do a good job and act responsibly, then no. I’m quite optimistic that this is gonna be a very positive future for everyone.” https://t.co/6JX89G4WGLfrozen27d ago72K32918217290.56%
Nike $NKE CEO Elliott Hill: “Overall, there’s a lack of energy in the lifestyle space right now, which is impacting traffic” “Yes, the consumer is cautious" "But as the leader in the industry, it’s on us to bring more creativity to sportswear” Note: China Q1 rev was down 26% https://t.co/t2Wnq9m9lNfrozen21d ago72K256323114260.50%
Jensen Huang having some fun demonstrating MicroDuck robots trained using NVIDIA RTX Spark and Omniverse on stage at GTC Berlin. https://t.co/G88cHqsRW122h ago70K6026120181301.18%
Nokia $NOK CEO Hotard says AI infra demand remains strong and supply constraints are the main thing slowing the buildout “I don’t think you can say in any manner we’re overbuilding today” “If we could build 2x faster, our customers could build 2x faster, they probably would” Hotard said that gives him confidence “we’re still in the early days” of the AI buildout. He also argued demand does not depend on constant releases of new frontier models: “Even if we didn’t have another frontier model released in the next three years, we could probably make tremendous progress just deploying the technology that’s there today.” Memory shortages and power availability remain among the biggest constraints. Source: CNBC / ht @ArjunKharpalfrozen17d ago70K17714246360.37%
🇺🇸 President Trump personally greeted Chinese 🇨🇳 President Xi Jinping at Joint Base Andrews as Xi arrived for a U.S. state visit. It’s Xi’s first trip to the U.S. since the Nov. 2023 APEC summit in San Francisco, and his 1st U.S. state visit since 2015. https://t.co/i9L7EAUtk429d ago69K317242411250.58%
U.S. 🇺🇸 SEPTEMBER FLASH PMI DATA: MFG. PMI: 57.0 (EST. 53.6); 5YR HIGH SERVICES PMI: 58.7 (EST. 56.0) COMPOSITE PMI: 58.4 (PRIOR 56.0)29d ago69K134214890.25%
$META Connect 2026 keynote is today at 7 PM ET, with Mark Zuckerberg presenting. What to watch for: • Next-gen glasses, incl. possible camera-free models • Project Phoenix mixed-reality headset • New Muse AI updates + deeper wearable integration • HorizonOS / avatar updates • More details on Meta’s broader AI strategy1mo ago69K603511920691.11%
SEPTEMBER U.S. JOBS REPORT 👇 NONFARM PAYROLLS +29K, (Est. +90K) UNEMPLOYMENT RATE 4.2%, (Est. 4.1%) AVG. HOURLY EARNINGS YoY 3.0%, (Est. 3.1%) PARTICIPATION RATE 61.8%, (Est. 61.6%) PRIVATE PAYROLLS +46K, (Est. +81K) AVG. WORKWEEK 34.4 HOURS, (Est. 34.3) GOVERNMENT PAYROLLS -17K, (Prev. +44K)20d ago69K287482525150.58%
Muse can now use your computer and has its own email address. Here are the partnerships announced: Shopping: Walmart, Best Buy, Gap, Sephora, Ulta, Dick’s, Fanatics, Michael Kors, American Eagle, Wayfair Payments: PayPal, Stripe Link, Shop Pay Travel: Expedia, Turo, Fever, Viator Productivity: Box, GitHub, Granola, Notion29d ago68K5065526151311.07%
🇺🇸 PPI 6.3% YoY (Est. 5.3%) 🇺🇸 PPI 1.3% MoM (Est. 0.5%) 🇺🇸 PPI Core 5.0% YoY (Est. 4.4%) 🇺🇸 PPI Core 0.7% MoM (Est. 0.3%)frozen7d ago68K378632932280.78%
NOKIA $NOK Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: €5,154M (Est. €5.04B) 🟢; +10% YoY 🔹 Adj. EPS: €0.09 (Est. €0.06) 🟢; +50% YoY 🔹 Comparable Gross Margin: 44.6%; -20 bps YoY 🔹 Comparable Oper Profit: €605M (Est. €442M) 🟢 FY26 Guide: 🔹 Comparable Oper Profit: €2.1B-€2.6B 🔹 Network Infrastructure Growth: 12% to 14% 🔹 FCF Conversion: 35% to 55% 🔹 CapEx: €750M-€850M Segment Net Sales: 🔹 Network Infrastructure: €2,158M; +17% YoY 🔹 Mobile Infrastructure: €2,902M; +5% YoY 🔹 Portfolio Businesses: €96M; -1% YoY Other Q3 Metrics: 🔹 Comparable Oper Margin: 11.7%; +220 bps YoY 🔹 AI & Cloud Net Sales: +123% YoY; cc 🔹 Optical Networks: +18% YoY; cc 🔹 IP Networks: +43% YoY; cc 🔹 AI & Cloud Order Intake: €1.5B 🔹 Reported EPS: €0.03 🔹 Net Cash: €2,584M; -14% YoY Key Updates: 🔹 Dividend per Share: €0.03 🔹 Infinera Integration: On track for completion by the end of 2026, one year ahead of plan 🔹 AI-RAN Call: Completed with T-Mobile and NVIDIA in a live operator network Comments: 🔸 “In Q3, we grew net sales by 9% and improved comparable operating margin by 220 basis points.”17h ago68K442612517410.86%
BofA downgraded $NKE to Underperform, cutting its price target to $30 from $47. The firm says Nike’s innovation continues to be overshadowed by pressure on its classics business. It now expects sales declines through FY27, versus its earlier expectation for a spring recovery. BofA cut FY27 and FY28 EPS estimates by 11% and 12%, respectively, putting its FY27 estimate 14% below consensus.frozen27d ago67K257253630150.54%
McDonald’s $MCD 2030 efficiency push could be worth about $100K more in annual cash flow for the average U.S. restaurant. It’s also putting roughly $5B behind franchisee upgrades through 2030. https://t.co/l7iJUtKyDr29d ago67K10997480.20%
McDonald’s $MCD says its U.S. business was “slightly negative” in August and expects it to remain “slightly negative” in Q3. - BBG https://t.co/si0sJ2ZZ9R29d ago67K231262213200.47%
SOLIDIGM EYES $150B IPO SK Hynix is considering taking its U.S. storage subsidiary Solidigm public as early as 2027 in an IPO that could raise about $15B and value the company at up to $150B, per Reuters. Solidigm was created after SK Hynix acquired Intel’s NAND memory and SSD business for roughly $9B and combined those operations into a standalone U.S. subsidiary. The company sells enterprise SSDs used in servers, cloud infrastructure and AI data centers, with a growing focus on high-capacity storage for AI workloads. Solidigm has already begun meeting with investment banks for potential IPO roles, marking an early step toward a listing that could become the largest-ever U.S. semiconductor IPO. SK Hynix has also been exploring ways to expand Solidigm, including a possible U.S. NAND manufacturing plant, with upstate New York reportedly under consideration. Source: Reutersfrozen27d ago67K20334109500.46%
Jensen Huang on Europe's AI Economy: "Nebius $NBIS doing really well" https://t.co/aSPFIE78zf2d ago65K67329179481.20%
NETFLIX $NFLX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.87B (Est. $12.87B) 🟡; +12% YoY 🔹 EPS: $0.87 (Est. $0.82) 🟢; +49% YoY 🔹 Oper Income: $4.46B (Est. $4.26B) 🟢; +37% YoY 🔹 Operating Margin: 34.6%; +640 bps YoY FY26 Guide: 🔹 Revenue: $51.1B (Est. $51.23B) 🔴 🔹 FCF: ~$12.0B (Est. $12.75B) 🔴; from $12.5B 🔹 Operating Margin: 31.5% 🔹 Ads Revenue: ~$2.7B; from approximately $3B Q4 Guide: 🔹 Revenue: $13.44B (Est. $13.52B) 🔴 🔹 EPS: $0.67 (Est. $0.73) 🔴 🔹 Operating Income: $3.50B (Est. $3.73B) 🔴 🔹 Operating Margin: 26.0% Segment Revenue: 🔹 UCAN: $5.63B; +11% YoY 🔹 EMEA: $4.11B; +11% YoY 🔹 LATAM: $1.60B; +17% YoY 🔹 APAC: $1.54B; +12% YoY Announcements: 🔹 Q3 Highlights: The Last House, Facing El Chapo, Death of the Pastor’s Wife and our NFL Game from Melbourne 🔹 New Advertising Tier: 15 New Countries in 2027 🔹 TF1 Partnership: Launched this summer Other Q3 Metrics: 🔹 Net Income: $3.66B (Est. $3.45B) 🟢 🔹 FCF: $2.88B (Est. $3.18B) 🔴; vs $2.66B LY 🔹 Operating Cash Flow: $3.16B; vs $2.83B LY Capital Return: 🔹 Share Repurchases: $4.8B 🔹 Remaining Authorization: $22.3B Key Updates: 🔹 Gross Debt: $15.3B; cash and cash equivalents $8.2B 🔹 Gross debt was ~$1B higher than the end of Q2, reflecting a $1B bond deal completed during the quarter to fund an upcoming $1B debt maturity in Q4 🔹 We have adjusted our expected 2026 FCF forecast to approximately $12.0B due primarily to the expected closing of a real estate transaction in Q42d ago65K323482228440.72%
$TSLA POSTPONES ROADSTER EVENT TO OCT. 15 DUE TO SEVERE WEATHER24d ago64K145712480.27%
ACCENTURE $ACN Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $18.7B (Est. $18.03B) 🟢; +6% YoY 🔹 EPS: $3.29 (Est. $3.18) 🟢; +9% YoY vs adj. 🔹 Oper Margin: 15.3% (Est. 15.2%) 🟢; +20 bps vs adj. 🔹 New Bookings: $22.17B; +4% YoY FY27 Guide: 🔹 EPS: $14.39-$14.81 (Est. $14.62) 🟡 🔹 Oper Margin: 15.9%-16.1% (Est. 15.87%) 🟢 🔹 Revenue Growth: 3%-6% LC Q1 FY27 Guide: 🔹 Revenue: $18.95B-$19.60B (Est. $19.36B) 🟡 🔹 Revenue Growth: 2%-6% LC Revenue by Type of Work: 🔹 Consulting: $9.28B; +6% YoY 🔹 Managed Services: $9.4B; +7% YoY Geographic Revenue: 🔹 Americas: $9.4B; +7% YoY 🔹 EMEA: $6.6B; +6% YoY 🔹 Asia Pacific: $2.7B; +3% YoY Other Q4 Metrics: 🔹 Consulting Bookings: $9.4B; 1.0x book-to-bill 🔹 Managed Services Bookings: $12.8B; 1.4x book-to-bill 🔹 Free Cash Flow: $2.9B 🔹 Gross Margin: 32.0%; +10 bps YoY Key Updates: 🔹 FY26 Revenue: $74.2B; +6% YoY 🔹 FY26 Adjusted EPS: $13.97; +8% YoY 🔹 FY26 Bookings: $84.5B 🔹 141 quarterly client bookings of $100M+ 🔹 Returned $11.5B to shareholders, including $2B of additional Q4 buybacks 🔹 FY27 Cash Return: At least $9.5B 🔹 Quarterly Dividend: $1.71/share, +5% YoY Comments: 🔸 “We exceeded our fourth-quarter revenue guidance range and capped off another year of broad-based growth across our business, grew adjusted EPS 8%, returned a record $11.5 billion to shareholders and reached a new high of 141 quarterly client bookings of $100 million or more.”21d ago64K13020915100.29%
The U.S. 🇺🇸 and China 🇨🇳 agreed to recommend more favorable tariff treatment on $30B of non-sensitive goods in each direction following Xi Jinping’s state visit. U.S. exports covered include agriculture, seafood, wood products, cosmetics and medical devices, while U.S. imports include toys, small appliances and other consumer goods. China also agreed to buy at least 10M metric tons of U.S. coal in both 2027 and 2028. The tariff changes are recommendations for now and are not yet in force.26d ago62K31948194250.67%
Bloom Energy $BE -6% as it follows $ORCL lower on concerns around potential delays at Project Jupiter, which is expected to use Bloom Energy fuel cells for power. https://t.co/GsEJ5aHz5428d ago62K2312587260.48%
Trump reiterated his pledge to send $5,000 to every adult U.S. citizen if Republicans retain both the House and Senate in November. https://t.co/YZ09GJuFROfrozen19d ago61K1469271290.33%
JPMORGAN $JPM Q3’26 EARNINGS HIGHLIGHTS 🔹 Managed Revenue: $50.9B; +8% YoY 🔹 Adj. EPS: $5.75 (Est. $5.90) 🔴 🔹 GAAP EPS: $5.57; +10% YoY 🔹 Fixed Income Markets: $5.4B (Est. $5.89B) 🔴 🔹 Equity Markets: $5.0B (Est. $4.5B) 🟢; +49% YoY Segment Revenue: 🔹 Consumer & Community Banking: $21.2B; +9% YoY 🔹 Commercial & Investment Bank: $22.7B; +14% YoY 🔹 Asset & Wealth Management: $6.9B; +14% YoY Other Q3 Metrics: 🔹 IB Fees: $3.0B (Est. $3.08B) 🔴; +14% YoY 🔹 Markets Revenue: $10.3B; +15% YoY 🔹 Managed NII: $27.1B (Est. $26.84B) 🟢; +13% YoY 🔹 Total Deposits: $1.6T; +8% YoY 🔹 Total Loans: $1.6T; +10% YoY 🔹 AUM: $5.2T; +13% YoY 🔹 Client Assets: $7.9T; +15% YoY Financials: 🔹 Net Income: $15.3B; +6% YoY 🔹 Book Value per Share: $132.30 (Est. $135.38) 🔴 🔹 ROTCE: 20% 🔹 Provision for Credit Losses: $2.7B 🔹 Net Charge-offs: $2.2B 🔹 Std. CET1 Ratio: 13.9% 🔹 Adv. CET1 Ratio: 14.1% 🔹 CET1 Capital: $304B 🔹 Tangible Book Value per Share: $112.64; +7% YoY Capital Return: 🔹 Common Dividend: $1.65/share 🔹 Net Repurchases: $664M Key Updates: 🔸 Significant item: $658M of net investment securities losses in Corporate ($0.18 decrease in EPS) 🔸 Cash and marketable securities: $1.5T Comments: 🔸 “although activity did moderate somewhat during the quarter.” 🔸 “we reduced share repurchases this quarter.”frozen9d ago61K295542019240.68%
$META is opening Muse up to custom hardware. Nat Friedman announced Muse Gadgets, with open-source ESP32 firmware and a Linux SDK that let developers connect Muse to displays, speakers, sensors, actuators, Raspberry Pis and other devices. Every gadget pairs with Muse using an SDK token. Meta also built Muse Home Link, a small USB-C device that connects Muse to your home network so it can interact with compatible TVs, speakers, printers and anything exposing a local HTTP API. Meta manufactured 5,000 Home Links. They’re expected to ship in October and are free to active U.S. Muse subscribers, one per subscriber, while supplies last.frozen20d ago60K38530184920.88%
$RKLB DELAYS NEUTRON ROCKET'S FIRST LAUNCH TO 2027 Rocket Lab has pushed back the inaugural flight of its reusable medium-lift rocket, a key part of the company's expansion into larger satellite launches beyond its existing Electron program. The company did not provide a reason for the delay in its initial announcement but said further details are available in a presentation on its investor relations website.frozen8d ago60K176212017120.41%
Micron $MU CEO: “We expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026.”22d ago60K471342515250.95%
TRUMP IS HAVING DINNER TONIGHT WITH ANTHROPIC CEO DARIO AT 10PM https://t.co/vORdYqD16F25d ago59K44025299360.91%
Anthropic has reportedly signed a multiyear cloud deal with $IREN, according to The Information. IREN disclosed a contract with an unnamed “leading frontier AI lab” in August. The report suggests Anthropic could be that customer, although IREN has not confirmed the connection. https://t.co/Ec5IyK07lHfrozen11d ago59K57739368321.18%
Schneider Electric is nearing a ~$20B deal to acquire $PTC, according to the FT. The deal could be announced as soon as Monday and would be Schneider’s largest acquisition ever. PTC currently has a market value of about $15.6B. PTC’s industrial software, including Creo, would expand Schneider’s manufacturing and engineering software portfolio alongside Aveva.frozen18d ago59K274372113510.68%
TESLA CONFIRMS OPTIMUS HUMANOID ROBOT PRODUCTION HAS BEGUN $TSLA says its first production-quality Optimus robots are now coming off high-volume manufacturing lines at its Fremont, California factory. Tesla says its manufacturing process is now suitable for a commercial product, although hardware improvements will continue. Production remains in the early ramp stage, while its Texas facility is still under construction. Tesla has not disclosed production volumes or a timeline for full-scale manufacturing.1d ago58K353492818280.82%
$ASML SAYS CHIPMAKERS ARE ALREADY LOOKING TO PLACE EQUIPMENT ORDERS FOR 2029 AND EVEN 2030 CEO Christophe Fouquet says “customers are asking us every single day to get more tools,” as AI-related investments drive stronger demand for advanced semiconductor equipment. The company also outlined major milestones for its next-generation High-NA EUV technology, which Fouquet says is finally approaching high-volume manufacturing after more than a decade of development. Samsung plans to begin using High-NA EUV in mass production in 2028, followed by TSMC around 2030. Intel is already increasing the number of layers processed and wafer output using the technology. Separately, ASML plans to introduce its NXE:3800F EUV system in 2027, increasing throughput from 230 to 260 wafers per hour, with a greater impact on customer manufacturing capacity expected from 2028 onward.frozen9d ago58K758682711721.61%
$ONDS and $PLTR announced Regna AI, a new company developing specialized AI models for governments and businesses that want to retain control over their models and data. Initially wholly owned by Ondas, Regna will use Palantir’s AI platform and model-training infrastructure. Ondas will also be its first customer. The initial focus is intelligence and surveillance, with models designed to run on drones, ground vehicles and other hardware even with limited connectivity. Initial customer deployments are planned over the coming months.frozen10d ago58K50147308501.10%
Some of the names reported around Tuesday’s AI meetings/events in Washington: 🇺🇸 Pres. Trump Mike Johnson $META's Mark Zuckerberg Anthropic's Dario Amodei Elon Musk $NVDA Jensen Huang OpenAI Exec Palantir CTO Shyam Sankar More tech executives are expected to attend https://t.co/TYJU6ne2bP24d ago58K16518153120.37%
Edgewater says AppLovin $APP is entering a “show-me” phase as growth normalizes. The firm says MAX is nearing a functional ceiling, market share growth is less consistent, and “competition is impacting APP’s net spreads at the margin.” 4Q26/2027 estimates are moving lower. https://t.co/XdRXGMS0sT29d ago58K160111811220.38%
Pretty good start, I’d say https://t.co/i7mnlEDypA27d ago58K2205204130.45%
PEPSICO $PEP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $25.3B (Est. $24.96B) 🟢; +5.6% YoY 🔹 Adj. EPS: $2.34 (Est. $2.30) 🟢; +2% YoY 🔹 Core Oper Profit: $4.3B (Est. $4.26B) 🟢 🔹 Organic Revenue: 3.1% FY26 Guide: 🔹 Organic Revenue: +3% 🔹 Net Revenue: +6% 🔹 Core Annual Effective Tax Rate: 21%; from 22% 🔹 Core cc EPS: +1%-+2%; from Low-end of +4% to +6% 🔹 Core EPS: +2.5%-+3.5%; from Low-end of +5% to +7% 🔹 Capital Spending: Below 5% of net revenue 🔹 Free Cash Flow Conversion Ratio: At least 80% Segment Net Revenue: 🔹 PFNA: $6.5B 🔹 PBNA: $7.7B; +5% YoY 🔹 IB Franchise: $1.4B; +8% YoY 🔹 EMEA: $5.4B; +8% YoY 🔹 LatAm Foods: $3.0B; +14% YoY 🔹 Asia Pacific Foods: $1.2B; +10% YoY Other Q3 Metrics: 🔹 Operating Margin: 16.9%; +195 bps YoY 🔹 Core Operating Margin: 16.9%; -35 bps YoY Comments: 🔸 “strong net revenue growth, an acceleration in organic revenue growth with organic volume growth across both global beverages and convenient foods.” 🔸 “acting with urgency to sustainably improve our performance in North America”frozen14d ago57K381362512290.85%
$META CONFIRMS NEW NONVOTING SHARES TO FUND AI EXPANSION Meta announced it is creating a new Class C stock with no voting rights, allowing the company to raise money for AI investments, acquisitions, and employee compensation without reducing Mark Zuckerberg's voting control. Existing shareholders will receive one new Class C share for every Class A or Class B share they own. Meta says the distribution will have an effect similar to a 2-for-1 stock split on its current Class A share price, while leaving voting power unchanged. The new stock class takes effect January 19, 2027, with plans to list the shares on Nasdaq. The move comes as Meta expects capital expenditures of $135 billion to $145 billion in 2026, driven largely by its AI infrastructure expansion.1d ago57K338413018490.83%
Leopold Aschenbrenner’s Situational Awareness paid Goldman Sachs $GS more than $200M in fees this year, making it the bank’s biggest prime brokerage client, per FT. https://t.co/zZbq0UC0rE28d ago57K35020138390.76%
TESLA $TSLA Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $28.05B (Est. $27.88B) 🟢; flat YoY 🔹 Adj. EPS: $0.48 (Est. $0.43) 🟢; -4% YoY 🔹 Adj. EBITDA: $3.90B (Est. $3.71B) 🟢; -8% YoY 🔹 GAAP Gross Margin: 19.6%; +160 bps YoY Segment Revenue: 🔹 Automotive: $20.56B; -3% YoY 🔹 Energy Generation & Storage: $2.88B; -16% YoY 🔹 Services & Other: $4.61B; +33% YoY Other Q3 Metrics: 🔹 GAAP EPS: $0.22; -44% YoY 🔹 Operating Income: $718M; -56% YoY 🔹 Operating Margin: 2.6%; -322 bps YoY 🔹 Adj. Net Income: $1.70B; -4% YoY 🔹 Free Cash Flow: $1.53B; -62% YoY 🔹 Operating Cash Flow: $6.26B 🔹 CapEx: $4.73B 🔹 Cash & Investments: $45.4B 🔹 Deliveries: 486,532; -2% YoY 🔹 Storage Deployed: 13.7 GWh; +10% YoY 🔹 Active FSD Subscriptions: 1.74M; +67% YoY Key Updates: 🔸 Started providing Robotaxi rides using Cybercabs on September 3 in Austin 🔸 Optimus production began in Fremont on high-volume lines 🔸 Megafactory Texas began production, with planned capacity of 50 GWh1d ago57K298812236320.83%
GOOGLE CLOUD & NVIDIA PLAN TO SCALE VERA RUBIN INFRASTRUCTURE TO UP TO 960,000 GPUS Google Cloud announced that its new A5X instances, powered by NVIDIA Vera Rubin NVL72 systems, will become generally available next month, with plans to expand availability to Europe. The new infrastructure is designed to support large-scale AI training, inference, autonomous AI agents, and reinforcement learning. Here's what was announced: • 960,000 Rubin GPUs: Google Cloud plans to scale its Vera Rubin infrastructure to as many as 960,000 GPUs across multiple data center sites. • A5X Instances: Combine NVIDIA Vera Rubin NVL72, ConnectX-9 SuperNICs, Google Cloud's Virgo networking, and fourth-generation liquid cooling to support demanding AI workloads. • Ineffable Intelligence: The company founded by AlphaGo creator David Silver became the first customer to access A5X, using it to develop "superlearners" that continuously improve through experience. • WPP: Tested AI-powered creative workflows using NVIDIA Nemotron and OpenShell on A5X. Initial tests showed that workloads previously requiring a multi-node cluster could run on a single A5X instance. • Confidential Computing: Google Cloud is also expanding secure AI infrastructure, making Confidential Computing generally available on G4 VMs powered by NVIDIA RTX PRO 6000 Blackwell GPUs, with plans to bring rack-scale capabilities to GB300 NVL72-powered A4X Max instances. Google Cloud and NVIDIA are also exploring new power-efficiency technologies through NVIDIA DSX MaxLPS to support larger AI deployments within existing data center power limits.1d ago57K508553213871.23%
Micron CFO: “We anticipate Q1 to be the floor for gross margins in FY27.” “We expect higher gross margins beyond Q1 for the remainder of FY27, with a more moderate rate of price increases.” $MU also expects revenue to increase sequentially in every quarter of FY27.22d ago56K59653233441.28%
$META 3Q AD REV. $63.06B, EST. $61.85B META 3Q REV. $64.60B, EST. $63.33B META 3Q REALITY LABS REV. $443M, EST. $517.7M META 3Q REALITY LABS OPER LOSS $4.13B, EST. LOSS $5.13B1d ago56K28439193200.65%
NVIDIA: ANTHROPIC CONTRACT VALUE REPORTEDLY EXCEEDS $180 BILLION24d ago56K38518112260.79%
Nebius $NBIS has acquired Inferize, an AI inference optimization startup, with terms undisclosed. Inferize’s technology is designed to reduce model “cold starts,” cutting the time GPUs sit idle while models load and new capacity spins up. Nebius will integrate the technology and team into its Token Factory inference platform, aiming to improve GPU utilization, lower inference costs and serve more AI demand from the same infrastructure.21d ago56K626483017371.35%
Micron $MU RPO tied to its long-term customer agreements have increased to roughly $150B from $100B last Qtr.22d ago55K18911134110.42%
U.S. 🇺🇸 official tells Al Jazeera Trump is ready to ease sanctions and release frozen Iranian 🇮🇷 assets if Tehran makes progress on its nuclear program. Talks are continuing through mediators, but the U.S. wants guarantees Iran is serious about a deal.24d ago55K306261311180.68%
JPMorgan upgrades CoreWeave $CRWV to Overweight with a $125 PT. Stronger pricing, with July rates up 25%, short-term compute priced at ~3x long-term contracts, and recent deals signed near ~$40M/MW. JPM says pricing and margins should more than offset rising debt. https://t.co/5hNbQ4FHWX28d ago54K32044224150.74%
“Muse, find me the exact outfit.” https://t.co/mQe9LOEt6M29d ago54K2922122120.59%
Meta's Muse partnerships now include: Instacart for grocery shopping + delivery PayPal for shopping + checkout Expedia for trip planning + hotels Shopify for shopping across merchants And there are obviously many more to come. https://t.co/vGX6vSqjID1mo ago54K649633421881.58%
ANTHROPIC SEEKS FOUNDER CONTROL AHEAD OF IPO Anthropic is asking shareholders to approve a new structure that would give CEO Dario Amodei and the company’s six other co-founders a combined 50.1% of voting power on most corporate matters, per The Information. The founders would hold the special voting shares through a separate LLC, allowing them to retain control despite relatively small economic stakes. Dario Amodei currently owns about 2%. One major exception: Anthropic’s Long-Term Benefit Trust would continue to control the appointment of most board members, while the founders’ board seats would increase from 2 to 3. Employees are also expected to receive a special class of stock that could serve as tie-breaker votes on certain issues. Anthropic, valued at $965B in May, is reportedly targeting at least a $1.5T valuation in an IPO now expected around late October or November. Source: The Informationfrozen28d ago54K202122210440.54%
Microsoft CEO on the AI agent opportunity: “This is probably the biggest TAM expansion ever.” “The cloud business was orders of magnitude bigger because people consumed more. I think the agent era will be even bigger than the cloud by orders of magnitude.” h/t @alexeheath https://t.co/iK6GdPXuxi27d ago54K28728219690.77%
Anthropic is reportedly targeting an IPO before Thanksgiving, with formal marketing potentially starting as soon as the week of Nov. 9 and trading beginning before the Nov. 26 holiday. The company is still expected to go public by year-end, with prospective investors said to see a fair valuation around $1.8T–$2T. Anthropic is also expected to match or exceed the size of SpaceX’s IPO, while OpenAI has postponed its own listing plans. The timeline could still shift. Source: Bloomberg21d ago54K19425286310.53%
NASDAQ 100 HITS 31,000 FOR THE FIRST TIME EVER https://t.co/Id411Zrtixfrozen20d ago53K1691515830.39%
TRUMP IS WEIGHING LETTING CHINESE 🇨🇳 AUTOMAKERS BUILD CARS IN THE U.S. 🇺🇸 AS HE MEETS XI JINPING Note: Chinese automakers are currently effectively shut out by tariffs above 100% and a 2025 rule barring Chinese-connected passenger vehicles over data-security concerns.28d ago53K43126278250.97%
JPMorgan sees memory supply remaining tight through 2028, with customer order discussions already extending into 2031. Its estimates point to: • HBM bit demand growth: +63% • Non-HBM server DRAM: +37% • CY27 HBM blended ASP: +54% YoY JPM also believes Micron’s >35% revenue coverage under long-term supply agreements through 2030 could prove conservative, noting Asian memory peers have LTAs covering 50%+ of capacity.frozen19d ago53K540522813811.34%
$AAPL HIT WITH RECORD $5.7B PATENT VERDICT A federal jury found Apple’s Taptic Engine, used for haptic feedback in iPhones and Apple Watches, infringed two Taction patents. Taction first sued Apple in 2021. Reuters says it’s the largest U.S. patent verdict to date. Apple denies using Taction’s technology and could ultimately have to pay more than $5.7B, though it says it will appeal.26d ago53K297201411250.69%
COSTCO $COST Q4’26 EARNINGS HIGHLIGHTS 🔹 Total Revenue: $95.7B (Est. $94.86B) 🟢; +11% YoY 🔹 EPS: $6.75 (Est. $6.53) 🟢; +15% YoY 🔹 Oper Income: $3.8B (Est. $3.74B) 🟢; +14% YoY 🔹 Net Income: $3.0B (Est. $2.9B) 🟢; +15% YoY Other Q4 Metrics: 🔹 Quarter: 16-week Q4 🔹 Net Sales: $93.9B (Est. $94.86B) 🔴; +11.2% YoY 🔹 Membership Fee Revenue: $1.9B; +7% YoY 🔹 Total Company Comparable Sales: 9.4% 🔹 Total Company Comparable Sales Adjusted: 6.7% 🔹 U.S. Comparable Sales: 10.7%; Adjusted: 7.2% 🔹 Canada Comparable Sales: 5.0%; Adjusted: 4.6% 🔹 Other International Comparable Sales: 7.0%; Adjusted: 6.2% 🔹 Digitally-Enabled Comparable Sales: 19.5%; Adjusted: 19.8% 🔹 Warehouse Count: 939 🔹 IEEPA Tariff Refund Benefit: $0.15 per diluted sharefrozen28d ago52K280401915100.70%
CLAUDE AUTONOMOUSLY DISCOVERED A NEW BIOLOGICAL SYSTEM Anthropic says Claude identified a previously uncharacterized enzyme system in bacteriophage DNA with CRISPR-like repeat arrays, which it calls ART. Around 950 Claude agents spent 21 hours and 210M tokens analyzing 200,000+ reverse transcriptases, finding 3,500 candidate systems and narrowing them to 20 before flagging ART for human review. Anthropic scientists then validated the system in its new molecular biology lab. Its function is still unknown, but Anthropic says the few known systems with similar features are programmable and can perform operations like cutting, copying and pasting DNA. The company says this is the first result from its new life sciences lab, where Claude generates biological hypotheses and human scientists test the most promising ones experimentally. https://t.co/MqlHYlxmEJ29d ago52K25327135610.69%
$ORCL -5% after Bloomberg reported Oracle is seeking protection from payments if its 2.45GW New Mexico Stargate data center is delayed beyond its planned 2028 opening. https://t.co/KNDYyQFxyE28d ago52K17710118130.42%
TSMC reported September revenue of $16.06B, up 54.6% YoY and down 0.6% from August. Revenue for the first nine months of 2026 reached $122.36B, up 41.1% YoY.frozen15d ago52K43329235260.99%
Former MongoDB CEO CJ Desai on joining $META to lead its Enterprise Platform: “Over the next few years, biz of every size will rebuild how they innovate, sell, serve customers & run day to day efficiently using AI” Meta has a “rare advantage” in models, infrastructure & agents. https://t.co/fQo9VXFsvA24d ago52K2092883270.53%
TRUMP EXPECTED TO UNVEIL MAJOR SOUTH KOREAN U.S. ENERGY INVESTMENTS President Trump is expected to announce plans tied to South Korea’s $350B U.S. investment package, including about $54B for the Alaska LNG project and other infrastructure, according to Reuters. The broader package includes $150B already earmarked for shipbuilding and another $200B for strategic investments. Among the projects being discussed: • Up to 8 large nuclear reactors in the U.S., with 6 Westinghouse AP1000 units and 2 South Korean APR1400 reactors. At roughly $15B per reactor, nuclear could account for a large portion of the package. • A potential South Korean stake in Westinghouse, with discussions around a 5% to 10% holding. • More than $20B for a 6+ GW gas-fired power project in Texas designed to supply AI data centers and semiconductor facilities. • Roughly $54B toward Alaska LNG and other U.S. projects. The LNG project would include an 800-mile pipeline from Alaska’s North Slope to an export terminal serving Asian markets. Important distinction: Reuters says the nuclear projects are still under discussion, so it is not yet confirmed that all eight reactors will be included in Trump’s announcement.22d ago52K197221211200.51%
Supermicro $SMCI says it’s moving “full speed ahead” with SpaceXAI on a gigawatt-scale AI data center buildout powered by Nvidia $NVDA GB300 systems. The company also teased a “surprise Christmas gift” before year-end. - Reutersfrozen27d ago51K386422112430.98%
UNITEDHEALTH GROUP $UNH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $112.7B (Est. $111.4B) 🟢; flat YoY 🔹 Adj. EPS: $4.69 (Est. $4.14) 🟢; +61% YoY 🔹 Medical Cost Ratio: 88.4% (Est. 90.1%) 🟢 🔹 Earnings from Operations: $6.6B Raises FY26 Guide: 🔹 Adj. EPS: At least $20.50 (Est. $19.86) 🟢 🔹 GAAP EPS: At least $19.50 Segment Revenue: 🔹 UnitedHealthcare: $86.3B; -1% YoY 🔹 Optum: $66.9B; -3% YoY Segment Earnings from Operations: 🔹 UnitedHealthcare: $2.8B; 3.3% margin 🔹 Optum: $3.7B Other Q3 Metrics: 🔹 GAAP EPS: $4.56; +76% YoY 🔹 Operating Cost Ratio: 12.8%; -70 bps YoY 🔹 UnitedHealthcare People Served: 48.3M 🔹 Cash Flows from Operations: $5.1B Key Updates: 🔹 Prior-period reserve development: $610M net favorable 🔹 Share Repurchases: $5.0B year-to-date 🔹 Dividends: $6.2B year-to-date 🔹 Debt-to-Capital Ratio: 41.7% Comments: 🔸 “Our third quarter results reflect the discipline and execution our teams are bringing to every part of our business …”frozen10d ago51K402621812311.03%
JAPAN 🇯🇵 PLANS $140B AI DATA CENTER PUSH WITH DELL & JERA Japan is planning a major AI infrastructure buildout aimed at becoming the largest AI compute hub outside the U.S. and China, according to the FT. Dell, Jera and Rhaelm have agreed to develop a $15B, 400 MW AI data center near Tokyo, financed by Apollo and expected to begin operations around 2028. Jera says the group is targeting 3 to 4 GW of AI data center and gas-power infrastructure over the next five years. At an estimated $35B to $45B per GW, that implies roughly $140B of total investment. The first Chiba project will not connect to the grid, with dedicated gas-fired generation built alongside the data center to speed up power availability. For context, current data center power consumption is roughly: U.S.: 29.2 GW China: 8.5 GW Japan: 1.7 GW Japan is separately targeting about $206B of public-private investment in cloud and data center infrastructure by 2035. Source: FT22d ago51K337741017701.00%
CHINESE TECH GIANTS REPORTEDLY ORDER OVER $35B IN $NVDA AI CHIPS ByteDance, Alibaba $BABA and Tencent have reportedly placed orders for more than 3M Nvidia RTX PRO 5500 GPUs as U.S. export restrictions limit access to more advanced AI processors. The export-compliant chips cost around $11,400 each and are primarily designed for AI inference workloads. Total Chinese orders reportedly exceed 6M GPUs, while Nvidia expects to produce no more than 3M globally in 2027 as manufacturing capacity shifts toward its next-generation Rubin chips. Nvidia has warned partners they may receive just 5-10% of requested quantities, with commercial shipments expected to begin in Q1 2027. The reported order values do not represent confirmed sales or guaranteed deliveries. Source: Reuters.2d ago51K472472618521.21%
Defense Secretary Pete Hegseth says the Pentagon is tapping: Elon Musk Anduril's Palmer Luckey Former House Speaker Newt Gingrich for Project Meridian, a 120-day effort to identify weapons and tech needed for future wars. He’s also creating a four-star Autonomous Warfare Command to speed development and deployment of drones and robotics.22d ago51K14013125260.39%
Goldman Sachs now expects global data center capacity to reach 217GW by 2030, up from 168GW previously. It also raised: 2025-30 power demand growth: 117% → 170% 2030 behind-the-meter power: 40GW → 67GW28d ago50K322321413580.88%
GEN DIGITAL MAKES TAKEOVER APPROACH FOR GODADDY: FT Gen Digital, the $15.7B maker of Norton and Avast, has made a takeover offer for GoDaddy $GDDY, which has a market value of about $12.2B. Talks are still early and there is no guarantee of a deal. GoDaddy serves 20M+ customers and manages about 81M domains, roughly one-fifth of all registered domains globally. The deal would significantly expand Gen Digital beyond cybersecurity into domains, websites and small-business software.28d ago50K84108590.23%
Micron $MU: “We plan to increase our CAPEX in fiscal 2027 versus prior plans.” FY26 capex: $27B FY27 H1 capex: $25B FY27 H2: expected to be higher than H1 “A majority of the increase is for construction CAPEX, most of which is to help accelerate clean room space availability in late calendar 2028 and beyond.” That implies FY27 capex will exceed $50B, up sharply from FY26.22d ago50K24625186290.65%
Navitas $NVTS has been selected by the U.S. Army to develop next-gen 10 kV silicon carbide power semiconductors. The program will build and validate a domestic manufacturing process for ultra-high-voltage SiC devices used in mission-critical military systems. https://t.co/Sv68q69y8H24d ago50K3204088420.84%
Kodiak Sciences $KOD +150% Its eye-disease drugs Zenkuda and tabirafusp-ted met the primary endpoints in the pivotal Phase 3 DAYBREAK trial in wet AMD. Kodiak plans to file Zenkuda for approval in Q4, backed by five positive Phase 3 studies. https://t.co/TO8a8fOcqs24d ago49K13417158250.40%
$SPCX SEEKS $40B TO FUND MASSIVE $NVDA CHIP PURCHASE: FT SpaceX is looking to raise about $40B in financing led by Apollo to fund purchases of Nvidia chips. The plan includes roughly $10B in bank loans and $30B in investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on Nvidia,” specifically pointing to its Vera Rubin architecture, as the company ramps spending on AI and data-center infrastructure.frozen16d ago49K44758417371.20%
GOLDMAN SACHS $GS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $18.68B (Est. $16.71B) 🟢; +23% YoY 🔹 EPS: $17.01 (Est. $13.02) 🟢; +39% YoY 🔹 Equities: $6.44B (Est. $4.96B) 🟢; +72% YoY 🔹 FICC: $3.47B (Est. $3.72B) 🔴; flat YoY 🔹 IB Fees: $3.22B (Est. $2.76B) 🟢; +21% YoY 🔹 Provision for Credit Losses: $368M; +9% YoY Segment Net Revenues: 🔹 Banking & Markets: $13.46B (Est. $11.69B) 🟢 🔹 Asset & Wealth Mgmt: $5.05B (Est. $4.49B) 🟢 🔹 Platform Solutions: $170M (Est. $213M) 🔴 Investment Banking: 🔹 Advisory: $1.65B; +18% YoY 🔹 Equity Underwriting: $666M; +43% YoY 🔹 Debt Underwriting: $904M; +15% YoY Other Q3 Metrics: 🔹 Net Interest Income: $3.77B (Est. $3.89B) 🔴 🔹 AUS: $4.10T (Est. $4.18T) 🔴 🔹 Long-Term AUS Net Inflows: $97B 🔹 Operating Expenses: $11.31B; +20% YoY 🔹 ROE: 18.7% (Est. 14.5%) 🟢 🔹 Book Value/Share: $372.64 (Est. $369.13) 🟢 🔹 YTD Efficiency Ratio: 59.4% Financials: 🔹 Net Earnings to Common: $5.12B (Est. $3.97B) 🟢 🔹 Pre-Tax Earnings: $7.00B (Est. $5.28B) 🟢 🔹 Standardized CET1 Ratio: 12.4% (Est. 12.4%) 🟡 🔹 Common Equity Tier 1 Capital: $101.4B 🔹 Deposits: $568B 🔹 Cash: $177B 🔹 Significant Tax Benefit: ~$975M; increased diluted EPS by ~$3.20 Capital Return: 🔹 Buybacks: $3.00B 🔹 Dividend: $5.00/share Key Updates: 🔹 Investment banking fees backlog decreased from the end of Q2 and decreased slightly from year-end 2025 🔹 Platform Solutions markdowns were related to the Apple Card loan portfolio transferred to held for salefrozen9d ago49K231392514110.65%
About 75% of semiconductor manufacturing capacity is concentrated in China & East Asia. AI supply chain: Taiwan: advanced chips + packaging Korea: HBM China: optical networking Japan: chip equipment + materials https://t.co/CGwsCMUQM221d ago49K2123696620.66%
Moderna $MRNA is up nearly 575% this year, putting the stock on pace for its best year ever. Most of the gains came after Moderna and Merck announced positive Phase 3 results for their personalized mRNA cancer vaccine in melanoma. https://t.co/DDYOJZyZq025d ago49K21910289190.58%
U.S.-Iran talks are expected Monday or Tuesday through mediators, per Reuters. Iran’s 🇮🇷 Abbas Araqchi and Qatari mediators are staying in the U.S. 🇺🇸, with talks focused on an amended version of Iran’s 7-day proposal presented on the UNGA sidelines.24d ago48K347411112280.91%
$META'S PROMETHEUS AI SUPERCLUSTER NOW CONNECTS HUNDREDS OF THOUSANDS OF NVIDIA GPUS, WITH 1 MILLION PLANNED Meta has completed the first phase of its gigawatt-scale Prometheus supercluster in Ohio, which was used to train its latest Muse Wonder AI models. The system combines NVIDIA $NVDA GB200 and GB300 NVL72 platforms across multiple interconnected buildings, operating as a single large-scale training system. Meta says it has reduced training interruptions by 99% from their peak, following extensive engineering work with NVIDIA on hardware reliability, networking and firmware. The company reported more than 85% productive training time for Muse Wonder pretraining and over 90% for reinforcement learning. Meta plans to expand the cluster further with NVIDIA's next-generation Vera Rubin systems, continuing its buildout of infrastructure for frontier AI models. Source: Meta Engineering.2d ago48K54651309491.42%
The valuation spread between OpenAI and Anthropic on Liquid’s pre-IPO perpetuals is now over $500B. Anthropic: $2.09T implied valuation OpenAI: $1.58T https://t.co/bC7dA7ylrKfrozen21d ago48K20119231370.58%
NVIDIA CEO Jensen Huang stopped by the Nebius booth today at GTC Berlin. “Love Nebius, no tagline needed.” https://t.co/h5OSLYdZU58h ago48K42929203311.06%
Micron $MU now has 26 multi-year take-or-pay agreements covering more than 35% of expected revenue through 2030. Customer financial commitments have increased to $32B, from $22B last quarter, with the vast majority in cash deposits. Some agreements now extend into 2031.22d ago48K45633197341.14%
U.S. 10Y yield: 5.044% - highest since 2007 Mfg. PMI: highest since May 2022 Services PMI: highest since July 2021 Composite PMI: highest since July 2021 https://t.co/MEEsC0BPX229d ago48K17729114150.49%
$P GUIDES FY28 REVENUE WELL ABOVE CONSENSUS Everpure, formerly Pure Storage, sees FY28 revenue of $7.0B-$7.3B, up 39%-45% Y/Y and well above the $6.19B Est. Newer growth areas including Scale AI, Modern Data Software and Hyperscale Solutions could reach ~20% of revenue by FY30 https://t.co/H1ALccv0z729d ago48K991133110.27%
Bank of America, Citi and Morgan Stanley have begun syndicating a $60B debt package tied to Anthropic’s lease of Google-designed AI chips supplied through Broadcom $AVGO, the largest chip-financing deal to date. The financing includes: • $42B of senior secured debt supported by Broadcom, which has begun bank syndication • $18B of junior debt without Broadcom guarantees • Blackstone has already committed about $9B to the junior tranche The proceeds are expected to fund Anthropic’s 2027 chip orders, with lease payments beginning once the chips are delivered. Broadcom is partially backstopping the financing to help lower Anthropic’s borrowing costs. Its A- credit rating could also allow the $42B senior portion to eventually be sold to a broader investor base through private placements or investment-grade bonds. The deal centers on Google $GOOGL tensor processing units being developed with Broadcom as an alternative to Nvidia $NVDA GPUs for large-scale AI workloads. Anthropic could also issue up to $42B of convertible notes to Broadcom to cover lease payments, according to Broadcom filings cited by FT. Source: FTfrozen17d ago48K40450356811.21%
Constellation $CEG and Amazon $AMZN signed a 20-year power purchase agreement adding 190 megawatts of nuclear capacity at Calvert Cliffs. https://t.co/z8dbi5JLRh22d ago47K354311411190.91%
Muse is barely two weeks old and already nearing 700K daily active users https://t.co/5KNEYm8Oc828d ago47K679483115411.72%
$TSLA RAMPS OPTIMUS PRODUCTION 10X Tesla has increased Optimus output from a few dozen units per week in Q2 to several 100, with managers targeting 1,000+ per week by year-end. But the scale-up is still running into manufacturing problems, especially with Optimus’ hands, per The Information. The hand and forearm contain 100+ screws and small components that still require manual assembly, while touch sensors and automated production equipment have faced reliability issues. Tesla is also dealing with supplier constraints as some vendors struggle to maintain component quality at higher volumes. On the AI side, Optimus still relies heavily on task-specific training. Tesla has collected 500,000+ hours of training data and aims to double that by year-end. The current Optimus V3 units are mainly being used internally for testing, training and data collection and are not yet the final commercial version. Tesla plans to initially lease robots to outside customers, using real-world deployment data to improve the system over time. Source: The Informationfrozen27d ago47K517662015521.42%
Anthropic has now contracted 2.6GW of $NVDA AI infrastructure to date, with shipments through 2028 Across CSPs/neoclouds, its reported contracted value now exceeds $180B It also has ~15-year data-center leases starting FY28-29 that are expected to be reassigned to 3rd parties https://t.co/0YMr8sfmVd24d ago47K23824189240.66%
OPENAI IN TALKS WITH UAE FUNDS, BLACKROCK FOR $30B FUNDING ROUND AT ~$1.4T VALUATION: BBG OpenAI is in talks with several UAE investment funds, including Abu Dhabi-based MGX, to help anchor a new financing round of at least $30B. UAE investors have discussed contributing as much as $10B collectively, while BlackRock $BLK is also in discussions to participate alongside the syndicate. Existing backers Thrive Capital and Andreessen Horowitz have discussed investing, while OpenAI has also held talks with the University of California’s endowment. The company is presenting investors with a fixed ~$1.4T pre-money valuation rather than negotiating the valuation through a traditional lead-investor process. The fundraising comes as OpenAI pushes potential IPO plans until at least 2027 while continuing to raise large amounts of capital to fund AI development and infrastructure. MGX has previously invested in both OpenAI and Anthropic and earlier this year raised nearly $50B to invest across AI infrastructure and technology. Source: Bloombergfrozen17d ago47K24631209410.74%
Micro1, founded by 25-year-old Ali Ansari, has raised $100M+ at a $4B valuation, according to Forbes. The company supplies training data to frontier AI labs and other AI companies. At the start of 2025, it was a recruiting startup doing about $7M ARR. It has since pivoted into AI data and now reports $500M+ in annualized revenue. Customers include Microsoft, Amazon, 1X and frontier labs, while two xAI cofounders and two frontier labs reportedly joined the new round. Its valuation has jumped from $500M last September to $4B now.29d ago47K16635294470.60%
OPENAI’S FORMER DATA CENTER HEAD JOINS NVIDIA Chris Malone, OpenAI’s former head of data centers, has joined $NVDA as VP of its DSX Platform, which helps customers design and build AI data centers around Nvidia’s infrastructure. Malone left OpenAI in August after joining in early 2025 following the launch of Stargate. He previously worked on data center infrastructure at both Meta and Google.28d ago47K41441154521.13%
Disney $DIS is expanding its content licensing deal with Netflix $NFLX, sending both library titles and current-season shows to the platform on a nonexclusive basis. Titles include: • All five Ice Age films • Percy Jackson S1-2 • Will Trent S1-4 • Shifting Gears S1-2 • Tracker S1-3 internationally • Soul, Elio and Raya and the Last Dragon • Felicity, Revenge and Army Wives Disney is also using some of the Netflix windows as promotion ahead of new Disney+ seasons and theatrical releases. The titles currently on Disney+ and Hulu will remain there.frozen20d ago46K31714105290.82%
U.S. internet adoption over the years: 1992: 1.7% → 4.5M people 1993: 2.3% → 5.9M 1994: 4.9% → 12.8M 1995: 9.2% → 24.6M 1997: 21.6% → 59M 2000: 43.1% → 122Mfrozen20d ago46K25220232660.79%
Tesla just showed its new Roadster prototype driving upside down, flipping in midair and jumping over a lineup of vehicles. - production targeted for 2028 - 0–60 mph in under 1 second in Tesla’s demonstration - SpaceX-developed cold-gas thrusters for acceleration and flight - A suction system that holds the car against the ramp, even upside down - A claimed top speed of more than 230 mph The thrusters use compressed air stored in high-pressure tanks that the car can recharge itself. Tesla lists three versions: Performance, Thrust and the invitation-only, single-seat Rocket with a full flight system.frozen7d ago46K27125299440.83%
WHITE HOUSE OFFICIAL: REPORTS OF US CONSIDERING DIESEL EXPORT BAN ARE “FAKE NEWS”29d ago45K18121121660.52%
$MSFT +3% https://t.co/2yhACI3edLfrozen27d ago45K248159240.62%
ANTHROPIC COMMITS 5% OF ITS SHARES TO PUBLIC BENEFIT FUND, WITH ADDITIONAL PLEDGES TIED TO VALUATION GROWTH Anthropic announced the creation of the Anthropic Public Benefit Fund, designed to support charitable initiatives and address the broader societal impact of AI, including its effects on jobs. The initial equity contribution is subject to stockholder approval. The board may also allocate an additional 2% of shares for every 50% increase in the company’s valuation above an undisclosed baseline. Anthropic says its total public-benefit commitments now represent roughly 20% of company equity when combined with its founders’ existing pledge to donate 80% of their personal stakes and its employee donation-matching program. The company has already committed $200M toward studying and addressing AI’s impact on employment. The fund will operate as a wholly owned LLC, with its shares prohibited from being used for lobbying or political contributions.4d ago45K20722180210.59%
Meta smart glasses x Lisa https://t.co/37LevFhO8K29d ago45K3.1K1.3K14158910.13%
AppLovin $APP is down 54% YTD, making it one of the worst-performing stocks in the S&P 500 this year. https://t.co/rlRu6Jok3V25d ago45K2848263130.74%
Solidigm’s IPO could become the largest-ever U.S. semiconductor listing. Past IPO valuations: Astera Labs ’24: $5.5B Mobileye ’22: $16.7B GlobalFoundries ’21: $26B Arm ’23: $54.5B Cerebras ’26: $56.4B Solidigm ’27: up to $150B, raising ~$15B.frozen27d ago45K17721136330.56%
AMAZON LAUNCHES ALWAYS-ON AI AGENTS FOR THIRD-PARTY SELLERS $AMZN is upgrading Seller Assistant with “workflows” that can continuously monitor and act on pricing, inventory, listings and account health, even when a seller isn’t logged in. Sellers can describe a task in plain English, set guardrails, and let the agent run in the background. It can flag rating drops, adjust pricing, refresh listings or prepare restock plans, with approval controls and full audit trails. Amazon is also launching a Seller Assistant plugin for Amazon Quick and Anthropic’s Claude, letting sellers bring their Amazon sales, inventory and performance data into the AI tools they already use and take actions from there. Amazon says Seller Assistant already reaches 90%+ of its selling partners globally, with sellers accepting its recommendations more than 90% of the time.29d ago45K291381311380.88%
Needham says Apple $AAPL’s biggest long-term risk is $META or another AI-first competitor building an agent + hardware ecosystem that disintermediates the iPhone. “...META's primary goal has been to replace Apple's consumer platform with its own. META is developing products that directly attack AAPL's core business, we believe.”21d ago44K387324719361.18%
Cerebras $CBRS shares are down 7% https://t.co/HkqCYvrQD822d ago44K1988101110.52%
$IONQ TO INSTALL FIRST ON-PREMISE QUANTUM SYSTEM AT $NVDA'S QUANTUM RESEARCH CENTER IonQ will deploy its Superion 256 at Nvidia’s Accelerated Quantum Research Center in 2027, making it the facility’s first on-premise quantum processor. The system will connect directly to an Nvidia GB200 NVL72 through NVQLink, with workloads orchestrated using CUDA-Q. The joint research will focus on hybrid quantum-GPU computing, including financial modeling, materials science and computational chemistry. IonQ says Superion 256 is part of its roadmap toward 10,000 qubits and fault-tolerant systems.29d ago44K413651416441.26%
NVIDIA announced DSX POD, a new modular AI factory design that could reduce deployment time from six months to as little as 14 days. The new system is built around $NVDA's Vera Rubin platform and allows complete AI factories to be assembled, integrated, and tested inside modular containers before being delivered to customers. Instead of building everything on-site, NVIDIA's partners can preinstall computing systems, networking, cabling, rack-level power, and liquid cooling at manufacturing facilities. Once delivered, the containers can connect to a prepared site's infrastructure, allowing companies to start running AI workloads and generating revenue much sooner. NVIDIA is working with 17 partners to bring DSX POD AI factories to market, including: • Dell Technologies • HPE • Lenovo • Schneider Electric • Vertiv • Anduril • Armada • Bull • Crusoe • DayOne • Delta • Eaton • Foxconn (Ingrasys) • GIGABYTE • Pegatron • Quanta Cloud Technology (QCT) • Wistron NVIDIA expects these modular AI factories to become available worldwide in early 2027.2d ago44K257281211500.82%
Brazilian 🇧🇷 stocks are surging after Flávio Bolsonaro led the 1st round of presidential election 47%-45% over Lula. $EWZ is up 12%, with Petrobras and other Brazilian ADRs higher. Bolsonaro is running on a pro-market platform of tighter spending, privatizations & lower taxes. https://t.co/6rf4LmySeR17d ago43K2892796210.81%
Iran 🇮🇷 has sent a seven-day proposal through Qatari mediators to reopen the Strait of Hormuz if the U.S. 🇺🇸 lifts its blockade, with talks reportedly moving into a technical phase. - CBS https://t.co/IuoxNn7csd27d ago43K30842713120.88%
NVIDIA $NVDA hits a fresh all-time high. https://t.co/m4QoRP0nVS20d ago43K670521513111.77%
$META CFO Susan Li: “Muse's compute intensity means that expanding its user base will require significant investment, and we expect total serving costs to rise.” "At the same time, we expect to improve compute cost efficiency by more than 10-fold over the next year." https://t.co/Zyn22zRY8S1d ago43K26326155260.78%
TRUMP REPORTEDLY REJECTS IRAN’S 7-DAY CEASEFIRE OFFER, WON’T LIFT NAVAL BLOCKADE - WSJ https://t.co/SwI0nGJzVa27d ago43K2101286140.59%
Canaccord raises $META PT to $950, saying Muse’s 2.5M+ downloads in 2 weeks and expanding access through glasses, Mac and a dedicated device strengthen the case for AI monetization via subscriptions and transaction fees. https://t.co/8qDrzON3Ht27d ago42K41727226211.16%
$UBER will deploy up to 500 Hyundai Ioniq 5s this month to collect real-world driving data for autonomous vehicle developers. Each human-driven car will use cameras, lidar and radar to capture unusual road situations. Uber AV Labs has agreements to provide data to Nvidia and Wayve and is discussing arrangements with other partners.29d ago42K250271010180.74%
According to this scoop, OpenAI is planning a $500/month ChatGPT Pro Max plan. The only extra benefit shown for Max is “Fastest Work and Codex.” No higher usage limits are listed. https://t.co/r77E4jFDryfrozen27d ago42K121913320.35%
Google $GOOGL is launching its custom AI chips into space on Oct. 1 on a SpaceX Falcon 9 rocket to test whether they can survive and operate reliably in orbit. https://t.co/yDA188VN6vfrozen28d ago42K24526132210.73%
U.S. 🇺🇸 refiners are preparing for possible diesel export restrictions after Trump said the move is under consideration. A ban could cut refinery runs by ~2M bpd and gasoline output by up to 750K bpd. - WSJ29d ago42K9493090.27%
Intel $INTC shares are up 38% this month, on track for their second-best monthly gain since 1987. https://t.co/6LI77vrTVY26d ago42K41029204231.17%
Goldman Sachs expects U.S. 🇺🇸 data-center power demand to grow 38% in both 2026 and 2027, adding 12 GW and 17 GW, respectively. Updated year-end capacity forecasts: 2026: 64 GW, raised from 59 GW 2027: 90 GW, lowered from 95 GWfrozen17d ago42K34831277351.08%
SpaceX $SPCX says Starship reached orbit for the first time despite an engine issue, with engineers finding a workaround that kept the mission going. Congrats to the @SpaceX team and @elonmusk https://t.co/VzCLfWVGLb24d ago41K43835145141.22%
Anthropic pre-IPO perpetual futures on Liquid are still trading at an implied valuation above $1.9T. Despite Reuters reporting that some investors are now weighing a $1.5T IPO valuation, Down from earlier expectations of around $2T.frozen7d ago41K12718182180.44%
INTERACTIVE BROKERS $IBKR Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $1.87B (Est. $1.89B) 🔴 🔹 Adj. EPS: $0.67 (Est. $0.68) 🔴; +18% YoY 🔹 Adj. Pre-Tax Income: $1.45B (Est. $1.46B) 🔴 🔹 Pretax Profit Margin: 78%; -100 bps YoY 🔹 Net Interest Income: $1.15B; +19% YoY Other Q3 Metrics: 🔹 GAAP Net Revenue: $1.91B; +15% YoY 🔹 GAAP EPS: $0.69; +17% YoY 🔹 Commission Revenue: $602M; +12% YoY 🔹 Customer Accounts: 5.58M; +35% YoY 🔹 Customer Equity: $964.7B; +27% YoY 🔹 Total DARTs: 4.27M; +18% YoY 🔹 Customer Margin Loans: $105.2B; +36% YoY 🔹 Customer Credits: $186.2B; +20% YoY 🔹 Total Equity: $23.3B Key Updates: 🔹 Currency diversification: $40M gain in other income, $44M loss in other comprehensive income 🔹 Mark-to-market on investments: $3M loss, excluded from adjusted results 🔹 Other income: $70M; -18% YoY 🔹 Raises Quarterly Dividend: $0.15/share from $0.0875/share7d ago41K23630134190.74%
LAM RESEARCH $LRCX Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $8.2B (Est. $8.15B) 🟢 🔹 Adj. EPS: $2.20 (Est. $2.18) 🟢 🔹 GAAP EPS: $2.19; +77% YoY 🔹 Adj. Gross Margin: 52.4% Q2 FY27 Guide: 🔹 Revenue: $8.20B-$9.00B (Est. $8.53B) 🟡 🔹 Adj. EPS: $2.18-$2.48 (Est. $2.31) 🟡 🔹 Adj. Gross Margin: 51.5%-53.5% 🔹 Adj. Oper Margin: 39.5%-41.5% Revenue Breakdown: 🔹 Systems: $5.7B 🔹 Customer Support & Other: $2.5B Revenue by Region: 🔹 China: 35% 🔹 Korea: 20% 🔹 Taiwan: 18% 🔹 Japan: 9% 🔹 U.S.: 8% 🔹 SE Asia: 6% 🔹 Europe: 4% Other Q1 Metrics: 🔹 Adj. Oper Income: $3.3B (Est. $3.2B) 🟢 🔹 Adj. Oper Margin: 40.2% 🔹 Deferred Revenue: $2.7B 🔹 Cash & Restricted Cash: $7.5B 🔹 Japan Shipments Pending Acceptance: ~$468.3M Capital Return: 🔹 Treasury Stock Purchases: $1,025.0M 🔹 Dividends Paid: $325.4M Comments: 🔸 “With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter.”1d ago41K19333616260.67%
Anthropic is in early talks to lease up to 1GW of capacity from Stream Data Centers, majority-owned by Apollo, per The Information. The facilities could be filled primarily with Google/Broadcom TPUs, with Nvidia GPUs also possible. Google has also been discussed as a potential credit guarantor for the project. A 1GW buildout would require at least $40B in capital investment, according to data center developers. By leasing facilities directly and sourcing chips itself, Anthropic could gain more control over compute costs, hardware supply, networking and server infrastructure. Anthropic has already signed smaller direct data center leases with Hut 8 and TeraWulf, a 2GW chip agreement with AMD, and a $35B TPU leasing deal backed by Apollo and Blackstone. The company has signed roughly $531B of compute agreements over the past 11 months.1mo ago40K27647233941.10%
APPLIED MATERIALS, INTEL TO CO-DEVELOP NEXT-GEN AI CHIP TECHNOLOGY $AMAT and $INTC are expanding their R&D partnership to develop next-generation transistors, interconnects and advanced packaging for AI chips. The work will span Applied’s new EPIC Center and Intel’s Oregon R&D campus, including development around Intel’s Foveros 3D stacking technology, with the goal of moving new AI-focused semiconductor technologies into high-volume manufacturing faster.16d ago40K4396385371.37%
Meta just gave its smart-glasses lineup a major refresh at Connect. Here are all the biggest updates: • Ray-Ban Meta Audio: Meta’s first camera-free Ray-Bans, starting at $349, shipping Oct. 3, with up to 12 hours of battery life • 3rd-gen Ray-Ban Meta: starts at $449, gets slimmer frames, 9-hour battery, improved mics and a programmable action button that can launch Muse • Muse is coming to Meta glasses, bringing the company’s new AI assistant into its wearable lineup • Display glasses: expanding internationally and online, with cycling/transit navigation, photo editing, more notifications, calendar controls and a new Explore app • Meta’s cheaper in-house glasses now start at $249 Later this year, Meta also plans 360-degree Dolby Atmos recording, more on-device processing, and an FDA-cleared hearing-aid mode that costs $150 to activate. Meta is still working toward full AR glasses, but CTO Andrew Bosworth would not commit to a 2027 launch.29d ago40K2191776340.70%
> Be Ayush Sharma > Watches company running HR on software so complicated they had actual certification programs to learn to use it > Decide HR platforms shouldn’t require humans to operate the software at all > Build one system across payroll, benefits, HRIS, IT provisioning, tax compliance in 10,000+ jurisdictions, and contractor payments in 150+ countries > Get SOC 2 certified > Land Corgi, Bland, and Greptile as customers > Save customers over $100M in penalties, combined > Raise $85M > Launch the first AI Head of HR27d ago40K66341180.23%
$QCOM BUYS PICKNIK ROBOTICS Qualcomm is acquiring PickNik, the company behind MoveIt, a widely used open-source robotics manipulation framework. Qualcomm plans to integrate MoveIt + MoveIt Pro with its Dragonwing robotics platforms, expanding its push into edge AI and robotics software.29d ago40K31844149501.08%
Morgan Stanley reinstated $NVDA as its top semiconductor pick after a roadshow with Jensen Huang. Power and data-center constraints favor NVIDIA’s compute per GW. Agentic AI should be a even major GPU demand driver, with valuation still “very undemanding.” https://t.co/pxDEJTVsYXfrozen21d ago40K49241187221.45%
Trump says the U.S. is having “productive discussions” with Iran and will not attack the country before the Nov. 3 midterm elections. https://t.co/ILSB9oaZlyfrozen14d ago40K235221515130.75%
$MSFT PLANS DEEPER COPILOT DISCOUNTS ALONGSIDE NEW AI “SUPER APP” Microsoft is preparing discounts of 30%-50% on corporate Copilot subscriptions as it looks to drive broader enterprise adoption, per The Information. The discounts are expected to start in October, with roughly 30% off for customers buying 1,000+ seats and up to 50% for those buying 10,000+ seats. Copilot currently starts at $30 per user per month. At the same time, Microsoft plans to launch a revamped Copilot “super app” as soon as this week, combining AI coding tools and OpenClaw-style agent capabilities in one app. Some of those new features will carry usage-based charges, allowing Microsoft to discount the base subscription while generating additional revenue as customers use more AI features. Source: The Information1mo ago40K26326229400.91%
Anthropic is investing $100M to train 10,000 engineers to build enterprise AI talent, per Reuters. https://t.co/qYAHSJSJ9nfrozen20d ago39K28715147430.93%
$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year. https://t.co/5ULFu1RKVFfrozen5d ago39K31831224331.04%
OKAY, THIS IS THE KIND OF THING I’D WANT AI TO HANDLE FOR ME! Ethmos is launching research agents that track the companies you follow and find their executives on podcasts, including smaller shows you might never come across. You get a brief each morning with the key points and links to the episodes. So beyond earnings calls, you have more conversations to dig into and learn from, without having to find them all yourself. https://t.co/CY6yGyFNT9frozen7d ago39K17911901580.91%
$ORCL SIGNS $7B AI COMPUTE DEAL WITH TENCENT Oracle has reportedly signed a five-year deal with Tencent to provide access to roughly 100,000 advanced AI chips across Oracle data centers in Southeast Asia. The agreement is estimated at about $7B, with roughly 30% paid upfront. Tencent is using the capacity to train AI models and build agentic products as it ramps investment in AI infrastructure. The spending is already showing up in its financials: Q2 infrastructure capex: $7.9B, +176% YoY Q2 free cash flow: -$2B, its first negative quarter in more than a decade Tencent is also rolling out AI agents across WeChat and its enterprise products. Source: FT22d ago39K401483012381.36%
Starbucks $SBUX plans to close 250 underperforming North American stores and take about $300M in restructuring charges. Most closures are expected by the end of FY26.28d ago39K1041514840.37%
Snowflake $SNOW plans to raise $3.5B through 0% convertible notes due 2029 and 2031. https://t.co/uktuuQaNTb24d ago39K1541533150.49%
UBS LAUNCHES COVERAGE ACROSS AI DATA CENTER NAMES, ALL AT BUY $CORZ: BUY, $24 PT Says AMD-backed capacity should diversify Core Scientific’s tenant base and improve its risk profile. With ~1.9GW of AMD expansion options, CORZ has a path toward a ~3GW platform. Financing clarity and identifying the end customers for AMD capacity are the next key catalysts. $CIFR: BUY, $23 PT Sees upside from additional lease announcements and greater pipeline clarity. Cipher has already signed 493MW of IT leases with Fluidstack/Google and Amazon, while near-term leasing opportunities could create an estimated ~$12/share of additional value. $APLD: BUY, $38 PT Sees additional lease signings, improving tenant quality and refinancing as key catalysts. The firm expects APLD’s tenant mix to shift from entirely high-yield today to majority investment-grade by early 2028, with a potential REIT conversion providing further optionality. $WULF: BUY, $24 PT Highlights TeraWulf’s 840MW of signed AI/HPC leases with Core42, Fluidstack/Google and Anthropic. The firm estimates recent deals have created ~$12M of equity value per MW and sees further upside from leasing its development pipeline. $HUT: BUY, $143 PT Points to Beacon Point energization, initial capacity deliveries and additional lease announcements as upcoming catalysts. It estimates recent deals have created $12M-$14M of NAV per MW, with substantial upside potential from leasing the remaining development pipeline.1mo ago39K18224165760.79%
NO!!!!! https://t.co/RFYeIBaczvfrozen6d ago39K7318070.23%
Moderna $MRNA -26% Leaked Phase 3 data for its cancer vaccine with Merck reportedly suggests a 42% reduction in the risk of melanoma recurrence or death when combined with Keytruda, compared with Keytruda alone. That's below the 49% reduction reported in an earlier Phase 2b trial. The results still suggest a benefit, but may have disappointed investors after Moderna's massive rally. The leaked figures remain unverified ahead of Saturday's official ESMO presentation.3h ago39K12819156220.49%
Google is testing direct shopping from Flipkart inside Gemini and AI Mode in India. Select users can now tap “Buy” on certain products and go straight into a Flipkart checkout flow without leaving Google’s AI interface. A broader rollout is planned for later in October. https://t.co/W4ooKVxcPx25d ago38K2923085280.94%
Nearly 4 minutes of $NVDA CEO Jensen Huang tearing into the AI doomsday narrative and explaining why he thinks the predictions don’t stand up to scrutiny. https://t.co/nOgf3I2CH029d ago38K341592091271.45%
$NVDA's Open Agent Safety Platform, built to stop AI agents from acting outside approved boundaries, is being used by: Anthropic: Claude Managed Agents SpaceXAI: Cursor/Grok Salesforce: Slack SAP: Joule Studio 100+ organizations across cyber, cloud, finance, enterprise software & robotics are involved.25d ago38K21418234270.75%
$NVDA CONFIRMS GPT-6 ASTRA ULTRAFAST RUNS ON BLACKWELL Astra Ultrafast can deliver up to 8x faster token generation than Astra Standard. OpenAI used its own internal models to optimize inference on NVIDIA GPUs, including high-performance kernels built around Blackwell’s architecture. OpenAI inference lead Philippe Tillet: Astra can generate kernels that improve “latency, throughput and cost” on NVIDIA hardware.frozen21d ago38K23425143190.77%
CITI PARTNERS WITH COINBASE TO ENABLE STABLECOIN PAYMENTS FOR INSTITUTIONAL CLIENTS Citi’s $C large corporate clients will be able to accept stablecoin payments from customers through Citi’s merchant-processing services. $COIN will provide the blockchain rails and automatically convert the stablecoins into fiat, while Citi will settle the funds as the bank of record. The partnership is aimed at making stablecoin payments usable inside traditional banking infrastructure, including for cross-border payments. Separately, Citi is expanding its own blockchain-based Token Services to Japan and the UAE, bringing the platform to seven jurisdictions.24d ago38K1622575180.57%
A look at some of the most anticipated IPOs in the pipeline: $OURA: this week | up to $15.6B Nscale $NSCL: by YE 2026 | up to ~$35B Anthropic: mid-Nov. | ~$2T target Switch: Q4 possible | ~$80B incl. debt SB Energy: delayed | ~$50B target Solidigm: 2027 possible | up to $150B Databricks: 2027+ | last valued at $190B Vantage: 2027 | ~$100B OpenAI: 2027+ | last valued at $852B, new funding talks at $1.2T+24d ago38K10514161370.46%
$SNPS SIGNS $1B+ MULTI-YEAR CUSTOM SILICON DEAL WITH $AMZN Amazon will use Synopsys silicon IP and engineering software across its custom chip portfolio, including Nitro, Graviton and Trainium. Amazon will also become the lead customer for Synopsys’ application-optimized silicon IP business. The deal introduces a license-plus-royalty model, meaning Synopsys payments can grow alongside Amazon’s chip production volumes. Synopsys will also expand its own use of AWS infrastructure and optimize more of its software for Trainium and Graviton.22d ago38K2012696330.73%
About 80% of Anthropic’s planned $518B in cloud and compute spending over the next decade is non-cancelable or payable regardless of how much capacity it actually uses. https://t.co/Y4pAvO2SJTfrozen17d ago37K17829138590.77%
$META IS UP 36% IN SEPTEMBER, ON TRACK FOR ITS BEST MONTH SINCE 2013 https://t.co/SnagVU7XOufrozen28d ago37K4982412291.47%
ANTHROPIC IS SAID TO SCHEDULE PRE-IPO INVESTOR DAY OCT. 14: BBGfrozen21d ago37K27822103310.93%
$IONQ agreed to acquire cybersecurity firm Elisity in an all-stock deal worth up to $1.3B, including up to $150M in performance-based payments. Elisity’s platform helps prevent hackers and ransomware from spreading across company networks. https://t.co/nSB5kEOz56frozen10d ago37K1869144130.61%
Google CEO Sundar Pichai expects practical commercial uses for quantum computing within five years. h/t @alexeheath https://t.co/wciM2Qo79U1d ago37K697100110.26%
Jensen Huang on Nvidia’s new Open Agent Safety Platform, built to stop AI agents from going rogue: “We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world.”25d ago37K1599121110.52%
PEPSICO TO RAISE PRICES $PEP plans to raise prices on select chips, soda and dips by year-end or early 2027, just months after cutting snack prices by as much as 15% to revive demand. Some chip prices are expected to rise by a low-to-mid single-digit percentage, though Pepsi says they will remain below pre-cut levels. The move comes after North American food revenue fell 2% last quarter while volumes remained flat. Source: Bloomberg28d ago37K148142011100.56%
Cerebras $CBRS is now down ~58% since its stock market debut, hitting a new 52-week low amid concerns over its OpenAI relationship and an upcoming lockup expiration. Around 19.4M shares are expected to become eligible for sale on Oct. 14. https://t.co/SCLjfEC0Qufrozen10d ago37K1971066220.66%
Boeing $BA -6% FAA is delaying approval of the 737 MAX 10 while it reviews a newly discovered software issue that could cause the automated navigation system to fail in certain missed-approach scenarios. Southwest and United reportedly told Boeing they don’t want deliveries with the flawed software and requested an earlier version instead.24d ago36K11313175100.43%
WESTERN DIGITAL $WDC Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.38B (Est. $4.13B) 🟢; +55% YoY 🔹 Adj. EPS: $4.64 (Est. $4.07) 🟢; +161% YoY 🔹 GAAP EPS: $4.63 🔹 Adj. Gross Margin: 58.1%; +1,420 bps YoY Q2 FY27 Guide: 🔹 Revenue: $5.00B-$5.20B (Est. $4.57B) 🟢 🔹 Adj. EPS: $5.60-$6.00 (Est. $4.78) 🟢 🔹 Adj. Gross Margin: 60%-61% 🔹 Operating Expenses: $400M-$410M 🔹 Interest and Other Expense, Net: ~$15M 🔹 Tax Rate: ~17% 🔹 Diluted Weighted Average Shares: ~380M Cash Flow: 🔹 Operating Cash Flow: $1.60B 🔹 Free Cash Flow: $1.38B (Est. $1.54B) 🔴 Other Q1 Metrics: 🔹 Adj. Oper Income: $2.15B (Est. $1.9B) 🟢 🔹 Adj. Oper Margin: 49.1%; +1,870 bps YoY Capital Return: 🔹 Repurchases of Common Stock: $1.00B 🔹 Cash Dividend: $0.175/share; raised 17% Comments: 🔸 “Fiscal 2027 is off to a strong start, with results exceeding expectations, driven by robust customer demand and disciplined execution.”2h ago36K18332925260.76%
NVIDIA is now worth $1 Trillion more than Apple. https://t.co/IoWzBUqeKkfrozen16d ago36K63330214161.94%
South Korea’s 🇰🇷 KOSPI fell 7.4% intraday, with Samsung Electronics down 7.7% and SK Hynix down 8.8%. Reports of advances at China’s CXMT fueled concerns about memory-chip competition and pricing power, while Broadcom CEO Hock Tan’s cautious comments on AI investment added to the pressure. Foreign investors had already net sold ₩8.46T of Korean stocks in October through Oct. 12. CXMT’s reported progress has not yet demonstrated an ability to manufacture the new technology at scale.frozen10d ago36K1481978140.54%
$META CEO Mark Zuckerberg said he is considering leaving California if it passes a measure that would impose a one-time 5% tax on billionaires. - Bloomberg https://t.co/RoMpP5veYN1d ago36K27111244120.89%
At Trump’s table tonight: Elon Musk, Jensen Huang, Lisa Su and Tim Cook. A lot of major tech CEOs are in the room too for the Trump-Xi state dinner. https://t.co/7FQQH56bTwfrozen28d ago36K2661648200.87%
$GOOGL, OPENAI, ANTHROPIC PLAN AI SAFETY BODY Google, OpenAI and Anthropic are moving ahead with plans to create an independent AI safety standards group, tentatively called the Standards Authority for Frontier AI, with a launch targeted for late 2026 or early 2027. The group would: • Set safety & security standards for frontier AI models • Support third-party testing before model releases • Create rules for reporting AI safety incidents • Set qualifications for independent model auditors • Potentially conduct its own model safety and capability testing The effort is moving forward without government oversight after plans for a public-private framework stalled. Source: The Information28d ago36K1621717590.58%
Tesla's $TSLA new car registrations in France 🇫🇷 rose 61.86% in September, according to PFA data.22d ago36K25212175100.83%
NVIDIA & VERTIV TARGET UP TO 30% MORE AI TOKENS WITH THE SAME CAPACITY $NVDA and $VRT announced a new AI factory deployment approach at GTC Berlin that could cut the time from project kickoff to productive capacity from 120 days to just 48 days. According to Vertiv's modeled estimates, this could result in up to 30% more cumulative AI token output in the first 12 months, without increasing installed computing capacity. Here's how the new approach works: • 10x Faster Design: NVIDIA's Vera Rubin DSX AI Factory reference design, Omniverse DSX Blueprint, and Vertiv's SimReady assets integrate with Dassault Systèmes' 3DEXPERIENCE platform to reduce configuration and validation time from 30 days to just 3 days. • 50% Faster Deployment: Vertiv's prefabricated OneCore and SmartRun infrastructure could reduce on-site power and cooling deployment from 90 days to 45 days. • 72 Days Saved: Combined, the approach could bring AI factories online approximately 10 weeks earlier, providing 317 productive days in the first year compared with 245 using conventional methods. • Real-World Deployment: Polar Data Centers is applying Vertiv's factory-built approach to the first 41 MW phase of its AI data center in Herøya, Norway 🇳🇴, with plans to scale the facility to 100 MW. • Factory-Built Infrastructure: Power, cooling, networking, and supporting systems can be designed and virtually validated before construction, with more assembly and testing completed off-site.1d ago36K27131315711.15%
INTUITIVE SURGICAL $ISRG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.05B (Est. $2.91B) 🟢; +22% YoY 🔹 Adj. EPS: $3.00 (Est. $2.64) 🟢; +25% YoY 🔹 GAAP EPS: $1.49; -24% YoY 🔹 Adj. Gross Margin: 69.9% FY26 Guide: 🔹 da Vinci Procedure Growth: ~+14%-+15% 🔹 Adj. Gross Margin: 68.7%-69.3% 🔹 Adj. Opex Growth: +11%-+13% Revenue Breakdown: 🔹 Instruments & Accessories: $1.80B; +18% YoY 🔹 Systems: $769M; +30% YoY 🔹 Services: $482.2M Procedures: 🔹 Worldwide: ~+15% YoY 🔹 da Vinci: ~+14% YoY 🔹 Ion: ~+31% YoY System Placements: 🔹 da Vinci: 546; +28% YoY 🔹 da Vinci 5: 315; +31% YoY 🔹 Ion: 56; +12% YoY Other Q3 Metrics: 🔹 da Vinci Installed Base: 12,094; +12% YoY 🔹 Ion Installed Base: 1,152; +21% YoY 🔹 Adj. Oper Income: $1.27B (Est. $1.13B) 🟢 Key Updates: 🔹 Antitrust settlement charge: $450M; $347M net of tax, $0.99/share 🔹 IEEPA tariff refund benefit: $22M net of tax, $0.06/share; in GAAP and non-GAAP 🔹 Expects da Vinci procedure growth closer to the midpoint of the range 🔹 Share Repurchases: $2.94B; 7.8M shares 🔹 Cash, cash equivalents, and investments: $6.80B Comments: 🔸 “Our strong performance this quarter was marked by broad-based adoption across our multi-port, single-port, and Ion platforms, with customers using our systems to perform, on average, over 10,000 procedures per day throughout the period.”2d ago35K15825128200.63%
Marc Benioff says Salesforce originally wanted to invest in OpenAI but couldn’t because of OpenAI’s relationship with Microsoft, pushing Salesforce toward Anthropic instead. Benioff says that investment has since developed into a close business partnership, with Claude now powering products including Salesforce’s Slackbot. Salesforce hasn’t disclosed the size of its Anthropic stake, but Benioff believes it could ultimately generate “not just billions but maybe tens of billions of dollars” for the company.1mo ago35K16010184220.61%
Ondas $ONDS secured a $56M order for Electronic Safe & Arm Devices supporting a European loitering munition program. The order comes through recently acquired Bron Technologies and GATE Technologies. ESADs control a munition’s safety, arming and initiation functions, with production now moving forward using already-qualified technology.frozen17d ago35K29021103160.96%
$NVDA ANNOUNCES MAJOR EXPANSION OF ITS ISAAC ROBOTICS PLATFORM, INCLUDING A NEW HUMANOID ROBOT “the ChatGPT moment for robotics is fast approaching.” At GTC Berlin, NVIDIA introduced new humanoid robotics technology, AI training tools, simulation datasets, and software designed to accelerate the development of general-purpose robots. Here's what's new: • Agile ONE SN: A new humanoid reference robot developed by Agile Robots, powered by NVIDIA Jetson Thor and Isaac GR00T. It stands 1.4 meters tall, weighs 40 kg, features 31 degrees of freedom, and has two five-finger hands. Expected in early 2027. • Isaac Lab 3.0: Now generally available, enabling developers to train and refine robot behaviors using multi-GPU workflows and physics-based simulation. • Isaac OS: A new open-source runtime connecting AI models, sensors, controls, and robot hardware for real-time operation. • New Training Data: More than 2,000 simulation-ready robotics and factory assets, alongside the Human 1M Dataset containing human activity videos and 3D hand-tracking data. • DGX Station: Three new open-source workflows for improving GR00T models through reinforcement learning, developing complex manipulation skills, and generating synthetic training data using NVIDIA Cosmos. Companies including ABB Robotics, KUKA, NEURA Robotics, Universal Robots, Hexagon Robotics, Humanoid, and Sereact are building on NVIDIA's technologies for industrial robotics applications.1d ago35K31644165511.22%
TRUMP ON IRAN: YOU WILL SEE THINGS HAPPENING VERY SOON HISTORIC FLOWS OF OIL OUT OF HORMUZ IN LAST 3 DAYS22d ago35K3181813361.02%
> Be Jamie Beaton > Earn 11+ degrees across Harvard, Stanford, Yale, Oxford and more > Build Crimson Education between classes > Help students secure 2,000+ Ivy League and Stanford offers > End up on the front page of the NYT https://t.co/B5abe2o55727d ago35K56351160.23%
$FICO -18% Fair Isaac is getting hit again after FHFA said Fannie Mae and Freddie Mac will move to one unified mortgage pricing grid that puts VantageScore alongside Classic FICO. The key change is that VantageScore borrowers will now reach the top pricing band at 780+, the same as FICO, removing the previous 20-point disadvantage. This is impacting the shares because lenders now have a cheaper alternative on the same pricing framework. VantageScore costs about $0.99 per score versus roughly $10 for FICO.23d ago35K188191813320.77%
$TSLA registered 15,430 cars in Europe in Aug, up 4% Y/Y YTD 🇪🇺 registrations: BYD: 234,099, +144% Tesla: 191,787, +43% Source: ACEA29d ago35K1841672110.63%
Finland President Alexander Stubb says $GOOGL will invest at least $15.2B in the country over the next 2 years to expand AI and digital infrastructure. Finland currently has about 50 data centers, with 25 more in the pipeline, potentially taking the total to 75. https://t.co/PILuDSzIKk24d ago35K43226106191.41%
$META LAUNCHES MUSE WONDER FOR PERSONAL AI AGENTS AND CODING Meta introduced Muse Wonder and Muse Wonder Full, calling them its most capable models yet. Both were trained at its gigawatt-scale Prometheus data center. The series combines Active Memory, which carries relevant context across conversations, with Active Focus, designed to keep agents working through complex tasks, trying alternative approaches and checking with users before important actions. The models target personal assistance and professional workflows, including software development and tasks involving legal, financial and health information. Meta reports state-of-the-art results across benchmarks for agents, memory and coding. For developers, the coding capabilities focus on sustained work across projects: tracking requirements, changing multiple parts of a codebase, testing results and making revisions. Muse Wonder is available today through the Meta Model API and Muse Code. Muse Wonder Full is available to Muse Code subscribers. Muse Wonder will also roll out to the Muse app, starting with subscribers, and power artifact generation and other tasks requiring more advanced capabilities. Meta says the models include stronger safeguards for private information, malicious instructions and misuse. A fuller safety report is expected later. https://t.co/4WGS5WXouJfrozen10d ago35K21724219300.86%
$APLD is expanding internationally, securing access to up to 1 GW of potential power capacity in Finland for a planned AI data center campus. Initial power is expected in 2028, with the company already in talks with major hyperscale customers. https://t.co/BwwlQxLGFGfrozen16d ago35K18013125190.66%
$ASML CEO Christophe Fouquet warns tighter chip-equipment restrictions on China 🇨🇳 could backfire by accelerating domestic alternatives. “If you over-restrict, you bring desperation.” He also says ASML would add 20% more capacity if its supply chain allowed it.25d ago35K1511610380.54%
🇨🇳 Xi says he and 🇺🇸 Trump had a “candid & thorough” exchange & reached broad agreement on numerous issues as a new historical milestone for U.S.-China ties. Xi said both countries should “act with responsibility as major powers” & seek new ways to coexist peacefully.frozen28d ago35K3382140111.08%
A NEW LAW FIRM JUST RAISED $17M TO REBUILD HOW COMPANIES HANDLE LEGAL WORK Arceus just launched with $17M in funding led by Greycroft, with participation from Craft Ventures, South Park Commons and others. Arceus is a law firm that uses AI and software to handle commercial legal work faster. Companies can send over contracts like NDAs, MSAs, DPAs and vendor agreements, and Arceus handles the review, drafting, redlining and negotiation. AI is used to gather context, speed up the workflow and help with the repetitive parts, but licensed attorneys are still responsible for reviewing, drafting, redlining and negotiating the contracts. Arceus says its average contract review takes around 4–6 hours It also uses flat-fee pricing instead of billable hours, so companies know what the work will cost before it starts. And instead of constantly emailing outside counsel, clients can submit requests directly through Slack and get updates there.21d ago35K83471180.33%
Aterio says Oracle’s $ORCL 1.3 GW Port Washington data center faces a material risk of missing its H2 2027 delivery target because the required grid interconnection is still awaiting regulatory approval. Aterio’s base case is: Partial power: Dec. 2027 Full 1.3 GW capacity: Oct. 2028 Customer load ramp: mainly from Q1 2028 Construction itself is progressing, with two of four halls already enclosed. The main dependency is approval for a new high-voltage connection. Wisconsin regulators restarted that review process in August after revoking the original application’s completeness finding. The next milestone is a PSC completeness decision expected around Oct. 19. Source: Aterio22d ago35K17423186340.74%
$CRDO +10% https://t.co/oYa8W342jqfrozen20d ago34K182790150.62%
Onsemi and Synaptics amended their merger to an all-cash deal at $123/share, valuing $SYNA at ~$5.7B, about $1.3B below the ~$7B deal announced in June. The revision follows an unsolicited third-party proposal. $ON expects the deal to be immediately accretive to non-GAAP EPS with $200M+ in annual run-rate synergies. FTC approval has been received, with closing still expected by mid-2027.frozen21d ago34K10216144150.44%
The US 🇺🇸 is pressuring France 🇫🇷 and Germany 🇩🇪 to release 120M barrels of emergency diesel stocks over six months or face a possible US export ban. - Reuters22d ago34K1808814100.64%
Qualcomm $QCOM will pay Huawei for the first time under a new multiyear patent cross-licensing deal covering 5G, AI, networking and chip technologies. The agreement includes 680+ Huawei patents, including IP tied to its LogicFolding chip architecture and near-packaged optics. Qualcomm will also buy certain Huawei U.S. patents, with the deal still subject to U.S. regulatory review.17d ago34K1951785330.76%
Gold and silver are getting hit hard this morning: Gold -3% 🩸 Silver -5% 🩸 https://t.co/QXh14HWAcB25d ago34K2772413280.95%
BROADCOM SEEKS $50B+ IN FINANCING FOR OPENAI’S CUSTOM AI CHIPS: WSJ Apollo and Blackstone are among the lenders $AVGO has approached about participating. The financing could cover several gigawatts of chip capacity, with a deal expected before year-end. Discussions remain early, and the amount could change. OpenAI’s chip program is internally known as “Nexus,” with its first two generations named “Jalapeño” and “Serrano.” The companies previously announced a partnership to develop 10 GW of custom AI chips using Broadcom’s networking technology, with deployments planned from the second half of 2026 through 2029. The financing push comes as OpenAI looks to own more of its computing infrastructure to lower costs and reduce reliance on cloud providers. Source: WSJ.frozen15d ago34K21219153220.80%
$HPE SECURES $1.2B VULTR ORDER FOR $AMD HELIOS AI RACKS; RAISES NETWORKING OUTLOOK HPE secured a $1.2B order from Vultr for AMD Helios AI Rack systems, its first order for the new platform. HPE raised FY27 Networking revenue growth guidance to high-teens to low-20s %, with a high-teens CAGR now expected through FY29. By segment through FY29: Data Center Networking: low-to-high 50s % CAGR Routing: low-to-high 20s % Campus & Branch: high single digits Security: high single digits HPE also raised expected Juniper cost synergies to $800M annually by FY28, from at least $600M previously.22d ago34K18026209140.74%
Really impressive launch. Worth watching the full video: Tavus says 48% of participants in a live study thought they were talking to a real person, not AI. The company just introduced Griffin, a model built for real-time, face-to-face video conversations. It can see and hear you while it’s speaking, respond to interruptions, and adjust its tone, expressions and movements as the conversation unfolds. On NVIDIA’s VideoFDB benchmark, Tavus reports a generation score of 3.83 out of 5, compared with 3.92 for the human reference and 2.80 for the next-highest published system. Griffin-Lite is initially limited to select trusted testers. Tavus says it is developing additional disclosure and safety measures before making it broadly available.21d ago34K88581220.37%
$LQDA CLOSED -57% The drop wiped roughly $3.6B in market value after a Delaware court ruled that 2 of 6 patent claims asserted by United Therapeutics $UTHR against YUTREPIA are valid and infringed. The reaction is so severe because YUTREPIA is Liquidia’s key commercial product, and the two upheld claims cover its use in PH-ILD, which represents roughly half of the inhaled treprostinil market. $UTHR is seeking an injunction. Liquidia says the eventual remedy could range from removing PH-ILD from YUTREPIA’s label to broader restrictions on the drug’s availability. Liquidia plans to appeal and intends to ask the FDA to remove the PH-ILD indication from the label.22d ago34K8310204130.39%
VICOR $VICR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $197.1M (Est. $184M) 🟢; +78.5% YoY 🔹 EPS: $1.33 (Est. $1.29) 🟢; +111% YoY 🔹 Gross Margin: 68.3%; +1,080 bps YoY 🔹 Net Income: $63.3M (Est. $60.8M) 🟢; +124% YoY Cash Flow: 🔹 Cash Flow from Operations: $69.7M; +81% YoY 🔹 Capital Expenditures: $16.1M Announcements: 🔹 Two additional sites expected to provide a nearly 5X increase in capacity from 3 Fabs, relative to Fab-1 🔹 First VPD license granted to an AI OEM at Stage-2 unit royalty rates Other Q3 Metrics: 🔹 Backlog: $406M; +166% YoY 🔹 Cash and Cash Equivalents: ~$513.1M Key Updates: 🔹 The ITC decision to institute an investigation into VPD infringement is catching their attention, prompting inquiries about licenses at royalty rates that strongly favor early adopters. Comments: 🔸 “Capacity expansion is necessary in view of demand and industry trends.”2d ago33K1492979210.64%
Nscale, the Nvidia-backed AI cloud provider that has filed to list on the NYSE, raised $2.36B in convertible notes led by Third Point. $NVDA separately committed another $1B, bringing the total financing to $3.36B. Funding is expected in mid-November. https://t.co/5Qa5HODkL327d ago33K21920217150.84%
Accenture $ACN +23% after beating estimates across the board https://t.co/pLof6HIKoQ21d ago33K1121113430.43%
OpenStocks has launched a platform where AI agents compete directly against Wall Street analysts in forecasting company earnings. The platform says its agents beat consensus estimates 67% of the time last season and 85% across the latest 20 reports. Predictions are locked before earnings are released and scored publicly, allowing anyone to track results or submit forecasts from their own AI agents.frozen10d ago33K115750670.58%
$NVDA & $AMD ARE LOBBYING THE TRUMP ADMINISTRATION TO PUSH BACK ON NEW CHINA CHIP CURBS - POLITICO Nvidia and AMD have reportedly stepped up outreach to the White House and Commerce Department, asking the administration to pressure Congress to drop or soften proposed restrictions on AI chip exports to China that could be added to the annual defense bill. A major target is the bipartisan AI OVERWATCH Act, which would tighten oversight and licensing requirements for exports of advanced AI chips to China and other countries of concern. The companies are also seeking changes to the Chip Security Act, which would require tracking of where certain advanced chips ultimately end up.24d ago33K3513277281.28%
$AMZN PLANS TO EXPAND ITS DELIVERY NETWORK TO NEARLY EVERY U.S. ZIP CODE BY 2029 Amazon aims to grow its own delivery network from about 23,700 U.S. ZIP codes today to roughly 39,400 by 2029, according to an internal planning document reviewed by Business Insider. That would cover about 95% of U.S. ZIP codes and 99.9% of customer demand. The plan includes 165 new delivery stations from 2027-2029 and about 4,500 additional ZIP codes through Amazon’s rural Hub Delivery program. The expansion began as part of Project Aurelian, a contingency plan created when Amazon’s USPS contract negotiations became uncertain. Amazon says the projections are preliminary and could change.22d ago33K2732963181.00%
$META’s Alexandr Wang: Pretty soon, we’re dropping the most capable model we’ve ever trained. 👀29d ago33K47317120181.58%
COREWEAVE TO POWER AI TRAINING ON PRIVATE BIOTECH DATA WITHOUT MOVING THE DATA $CRWV signed a multi-year deal with Harell Data to run AI training, fine-tuning and inference on Nvidia GPUs inside Harell’s secure platform. Proprietary scientific datasets stay inside Harell’s environment rather than being handed over to model developers. Models train against the data in place, and only the resulting model leaves the platform. Harell is also building a marketplace around the system, where data owners earn revenue when their datasets are used for training, while model builders can earn fees when others use the models they create. The platform is initially focused on proprietary biotech and biology datasets that can be difficult to share because of their value and sensitivity.29d ago33K25835116271.03%
Broadcom $AVGO is assembling roughly $60B of financing to help Anthropic and other AI customers fund chip & infrastructure purchases The package includes: $42B senior-secured debt $18B junior debt led by Blackstone $BX is expected to commit $9B itself & syndicate the rest https://t.co/SKOdTDhaQqfrozen20d ago33K25323195230.99%
Ariel Investments, which owns 5.4% of Mattel $MAT, is pushing the toymaker to explore a potential sale, saying a strategic buyer would pay a significant premium, per the WSJ. https://t.co/mSm5kueSRGfrozen17d ago33K54214140.23%
$META EPS EXCLUDING THE $9.89B ATTORNEYS GENERAL CHARGE: $7.40 VS. $5.89 EST 🟢 Reported GAAP EPS of $3.83 includes the one-time charge tied to Meta's agreement with 52 attorneys general over teen mental health litigation. Excluding it, operating income would have been $22.88B (vs. $18.66B est.) and the tax rate 17%.1d ago33K1933176210.79%
Anthropic’s IPO plan includes a new “Founder LLC” designed to keep control with company leaders and preserve its “low-ego, truth-seeking environment." The filing also warns governance decisions may conflict with the financial interests of Class A shareholders. Source: Reuters24d ago32K1559103200.61%
Volantis says its photonics-based memory architecture can deliver: • 10x+ more memory capacity and bandwidth • Support for 10T+ parameter models • Up to 10,000 tok/s per user • Lower cost per token through optical memory pooling • 30minute coding-agent task in 30secsfrozen21d ago32K106890310.48%
Satya Nadella on the growing backlash against data centers, and what 20 years of Microsoft’s presence has done for Quincy, Washington: Over that period, Nadella says: Tax revenue: ~12x Microsoft employment: ~1,000+ people “Ultimately, if you’re contributing to the local economy and doing it in a way that benefits the people there, I think we’ll have the permission.” h/t @dee_bosa27d ago32K124640130.45%
$META +3%, hits a 52-week high https://t.co/iJB3YoVreE28d ago32K246710230.83%
Akamai $AKAM authorized Jabil $JBL to procure about $1.7B of memory components, with Jabil holding the inventory on consignment and repurchasing it at cost as Akamai uses it. Akamai also signed a new Lenovo hardware, software and services agreement with a 3-year master term and a related 7-year statement of work. The commitments come as Akamai ramps infrastructure behind its 7-year, $11.6B Anthropic cloud deal, which could expand by another $9B to roughly $20B total.frozen28d ago32K137972260.56%
Trump administration officials are reportedly preparing a plan for a 90-day ban on U.S. diesel exports, per Politico.29d ago32K112157450.44%
Novo $NVO is open to considering a direct NYSE listing, replacing the ADR structure U.S. investors use today. CEO told the FT a direct listing could help raise Novo’s U.S. profile, where it generates more than half its revenue. The idea is not currently under active discussion https://t.co/A3j0pc5AF729d ago32K2126132110.76%
Persian Gulf oil producers are paying up to $40M for tanker "shuttle runs" through Hormuz, WSJ reports. Some sailors are being offered up to $25K per trip. VLCC charter rates from the Gulf to China recently topped $1.2M a day, up from about $231K before the war. https://t.co/oN0nZQ6UG0frozen17d ago32K1292296150.56%
SOFTBANK TO RAISE UP TO $100B FROM GULF INVESTORS: FT CEO Masayoshi Son has held talks in recent weeks with senior figures in the region, including in the UAE. The money would fund a new AI fund that buys companies and uses AI to improve their operations. https://t.co/AjS4bhp4n8frozen14d ago32K1681314490.65%
SOUTH KOREA 🇰🇷 UNVEILS $120B US 🇺🇸 NUCLEAR PLAN AND $22.3B TEXAS GAS POWER PROJECT South Korea said it will invest $120B to build eight nuclear reactors in the US, two of them using its APR1400 design, though the specific projects haven't been decided. Seoul and Washington also launched a $22.3B gas power project in Texas that will supply 6.47 GW to AI data centers, with commercial operation expected by 2029. Seoul is also seeking stake investments by South Korean companies in Westinghouse, and the two countries will review an Alaska LNG pipeline and export terminal that will proceed only if commercial and legal conditions are met. Under a legally binding operating agreement, South Korea's US investments are capped at $20B a year, with profits split 50-50 until Korea recoups its principal on each project. South Korea's industry minister said the US has indicated its tariff rate on South Korean goods will stay at 15%, per Yonhap.22d ago32K30451254471.34%
Micron $MU: “Even with additional industry DRAM clean room space plans, with robust demand trends including new upside requests from customers, we do NOT have line-of-sight to when supply and demand will return to balance.”22d ago32K23618161130.89%
Denmark’s 🇩🇰 central bank raised its 2026 GDP growth forecast to 4% from 1.8%, largely due to stronger-than-expected pharmaceutical exports tied to Novo. The bank said $NVO's U.S. sales and production were the main driver of extraordinary pharma growth in the first half. One caveat: much of the production happens outside Denmark, so the headline GDP numbers overstate the improvement in domestic prosperity. Q2 GDP rose 4.6% YoY, while real gross national income increased just 0.2%. Growth is expected to slow to 2.3% in 2027 and 2% in 2028 as the pharma boost moderates.1mo ago32K24510105250.92%
TESLA $TSLA Q3 2026 NUMBERS ARE HERE: ‣ Total Deliveries: 486,532 (Est. 463,761) ‣ Total Production: 464,391 ‣ Model 3/Y Production: 457,387 (Est. 481,279) ‣ Model 3/Y Deliveries: 478,237 ‣ Other Models Production: 7,004 (Est. 5,944) ‣ Other Models Deliveries: 8,295 Energy storage deployments: 13.7 GWh Subject to operating lease accounting (deliveries): Model 3/Y 1%, Other Models 4%, Total 1%20d ago32K21226167120.86%
Rho has launched LLC formation across all 50 states, letting founders set up their company and apply for a business account in one signup. The company says it costs $349, including state filing fees, with a $99 annual renewal. You enter your business details, and Rho handles the LLC paperwork and EIN application. Your formation documents then live in your Rho account. Account approval and an issued EIN are required before you can move funds. https://t.co/n5tKAXfXcZfrozen6d ago32K33381140.19%
Foxconn, Nvidia’s biggest server maker, reported Q3 revenue of $95.4B, up 47% YoY and above estimates, driven by AI server demand. September revenue rose 38%, and Foxconn expects AI-related operations to keep growing in Q4. https://t.co/mCl1PHZWXVfrozen17d ago32K29639131201.16%
Trump says reports that he offered Iran sanctions relief or access to frozen funds are untrue. “I offered them NOTHING,” Trump said. https://t.co/6j08UOm0KG24d ago32K21220105100.81%
NVIDIA & AMKOR $AMKR PLAN OVER 300% EXPANSION IN ADVANCED PACKAGING CAPACITY NVIDIA announced new agreements with major semiconductor supply chain partners at GTC Berlin to expand manufacturing capacity for its current and next-generation AI platforms. Here's what's planned: • Amkor: Increase advanced packaging interposer wafer capacity in South Korea by more than 300% by the end of 2028, alongside new manufacturing facilities. • IBIDEN, Samsung Electro-Mechanics, and Unimicron: Expand substrate capacity by 2.5x over the next three years, with production expansions across Japan, South Korea, and Taiwan. • KYEC: Build new semiconductor testing facilities in the U.S., supported by a $1.1 billion capacity reservation advance from NVIDIA. High-volume production is targeted for April 2027. • SPIL: Increase optical-engine manufacturing capacity for co-packaged optics by 15x by mid-2027, with plans to double it again by the end of 2028. • Semiconductor Testing: NVIDIA expects its overall testing capacity to double from 2026 to 2027, supported by expansions in the U.S., Taiwan, and Singapore. Jensen Huang said: “We are in the midst of the largest infrastructure buildout in human history. Demand is extraordinary. Capacity is the constraint.” The expansion is intended to increase production capacity and strengthen NVIDIA's global supply chain as demand for AI infrastructure continues to grow.1d ago32K22633165431.02%
$SNPS & OPENAI PARTNER ON GPT-SYNOPSYS FOR CHIP DESIGN Synopsys and OpenAI signed a multi-year deal to build GPT-Synopsys, a specialized model that can directly use Synopsys EDA tools for semiconductor design. The model is being designed to handle tasks like PPA optimization, timing closure and verification, with agents running the tools, interpreting results and iterating on designs for engineer review. OpenAI will license Synopsys’ EDA tools, while both companies will share revenue and jointly take the product to market. GPT-Synopsys will run on OpenAI-hosted infrastructure and integrate with Synopsys AI and Synopsys Autopilot. Early customer engagements are already underway.22d ago32K10214139140.48%
Today's Key Events (All EST) — 10/15/2026 08:30: US PPI Inflation data 08:30: US Retail Sales 08:30: US Initial Jobless Claims 08:30: NY Fed Manufacturing 08:30: US Philly Fed Business Index 16:30: Fed's Hammack 23:30: Fed's Warsh Before Open 👇 03:00: Taiwan Semiconductor Manufacturing Company (TSM) 06:30: PNC Financial Services Group (PNC) 06:30: First Horizon (FHN) 06:35: The Bank of New York Mellon (BNY) 06:45: Commercial Metals (CMC) 06:45: U.S. Bancorp (USB) 07:00: Marsh (MRSH) 07:30: The Charles Schwab (SCHW) 07:30: ManpowerGroup (MAN) 08:00: Prologis (PLD) 08:00: Bank7 (BSVN) 09:15: Wipro (WIT) BMO: Telefonaktiebolaget LM Ericsson (ERIC) After Hours 👇 16:00: Interactive Brokers Group (IBKR) 16:00: Community West Bancshares (CWBC) 16:05: J.B. Hunt Transport Services (JBHT) 16:10: Alcoa (AA) 16:10: Independent Bank (INDB) 16:30: Cohen & Steers (CNS) 16:35: Simmons First National (SFNC) 16:50: Loop Industries (LOOP) 17:00: WaFd (WAFD) AMC: Wise Group plc (WSE)frozen8d ago32K1061974180.49%
$NVDA and Cisco $CSCO announced USFP optics targeting up to 12.8Tb/s, 4x the bandwidth density and 1.3x the power efficiency of 200G-per-lane modules. $META is adopting Nvidia’s Spectrum-6 switches to scale AI clusters beyond 100,000 GPUs. https://t.co/S6UCJMgh2jfrozen10d ago32K19525203190.83%
Nvidia is not just a GPU company $NVDA is now a full stack AI Factory https://t.co/WHytCoUcdg2d ago32K53738114341.97%
Trump and Xi are set to meet again at APEC in Shenzhen in November and the G20 in Miami in December.26d ago32K16466250.58%
MCKESSON $MCK & CD&R NEAR $5B+ DEAL FOR INFUSION SERVICES PROVIDER OPTION CARE HEALTH The proposed deal would value Option Care $OPCH at more than $5B including debt, with CD&R owning 51% and McKesson 49%. Option Care serves 315,000+ patients through at-home infusion and 184 care centers, focused on specialty drugs for cancer, autoimmune diseases and serious infections. McKesson would also have the right to buy CD&R’s stake later. Source: FTfrozen17d ago31K611314190.31%
Several updates from $CRWV: Ennoble Care selected CoreWeave to run clinical AI inference across its home-based care network, using dedicated $NVDA RTX PRO 6000 Blackwell nodes for workloads including documentation, summarization and clinical decision support. CoreWeave also said NVIDIA Vera Rubin NVL72 is now available in production, with Cognition as the first customer running live workloads. Cognition measured 3.8x more output tokens versus GB200 NVL72. Separately, CoreWeave launched a new Partner Network with validated integrations from companies including CrowdStrike, VAST Data, ClickHouse, Reflection, Exa and You .com, all tested on CoreWeave infrastructure under production conditions.22d ago31K26018123231.01%
Anthropic to meet prospective IPO investors on Oct. 14 at its San Francisco headquarters, Bloomberg reports. A select group of institutional investors will reportedly get the chance to question senior executives ahead of a potential November listing. https://t.co/IWlFbcYiatfrozen21d ago31K1188134180.52%
NVIDIA $NVDA is launching a new 64GB DGX Spark on Oct. 23, starting at $4,999 through Acer, ASUS, Dell, Gigabyte, HP and MSI. It keeps the GB10 Grace Blackwell chip and supports models up to 100B parameters locally. Two units can be linked over 200GbE to pool 128GB of memory and run models up to 200B parameters, with NVIDIA reporting up to 1.7x performance vs. one system. NVIDIA Sync will automatically configure the two-system cluster.20d ago31K20922217140.88%
FED'S BARR: FURTHER RATE HIKES LIKELY NEEDED TO ENSURE TIMELY RETURN TO 2% INFLATION29d ago31K1341461120.54%
Anthropic CEO Dario Amodei on AI risk: “If managed poorly, I even believe that AI could be a risk to humanity as a whole.” “At Anthropic, we believe we have the best track record in the industry for preventing these risks, both operationally and in our research.” He says the two main risks are misuse of AI, including for biological weapons, and “loss of control” as model capabilities accelerate beyond developers’ ability to control them. “We will slow down as much as necessary in order to make sure that every successive AI technology that we release is actually safe.” “But regardless of what we do, managing these risks is ultimately bigger than any one company, and it has an industry-wide and global scale.” Source: Addressing to UN Security Council29d ago31K938283110.46%
Mark Zuckerberg says shopping is MUSE's biggest use case so far, with over a quarter of active users engaging in shopping and an average purchase size above $200. $META had to ask Stripe to raise credit limits in the first week because volumes exceeded expectations. https://t.co/RHGB1KfRpo1d ago31K26231201321.11%
Delta Electronics is working with $NVDA to develop Level 4 autonomous driving systems using NVIDIA Hyperion. Hyperion combines dual DRIVE AGX Thor with NVIDIA Halos, while Delta brings automotive power electronics, in-vehicle HPC and system integration expertise. The companies aim to accelerate production-ready autonomous driving systems and expand customer deployments.frozen21d ago31K329281710141.28%
$NVDA has reportedly held talks with insurers about structures that could make it easier for smaller cloud providers and AI companies to finance purchases of its GPUs. One idea under discussion would insure lenders against losses if a neocloud defaults and the Nvidia chips pledged as collateral cannot be resold for enough to repay the loan. The goal is to reduce financing risk for customers that do not have the balance sheets of Amazon, Microsoft or Google, potentially allowing more outside capital to fund AI infrastructure. Nvidia has even shared data on chip depreciation and future compute pricing with insurers as it works to establish GPUs as an investable asset class, similar to aircraft and other high-value equipment that can be financed against their residual value. The discussions are still early and may not result in a deal.24d ago31K27231148401.18%
Pine Computer has introduced a cloud computer built for AI agents, with an operating system that sends structured app data and live updates directly to models. In Pine’s SaaS-Bench v1.1 comparison, GPT-5.6 Luna achieved a 78.3% checkpoint score versus 71.1% for GPT-5.6 Sol + Codex, at approximately 1/20 the model-token cost. Developers can use its SDK to automate spreadsheet analysis, navigate websites without APIs and run tasks across apps and files in parallel. Users can take over for logins or approvals, then return control to AI. Sign-ins and learned skills carry over between sessions. The benchmark measures progress through tasks, not full-task completion, and the cost comparison excludes infrastructure. @PineAIAssistant is currently available through an invite-only private beta. https://t.co/aPG5kI2nZEfrozen13d ago31K4357080.20%
Jensen Huang says NVIDIA's DSX POD could cut the time from AI hardware arrival to producing tokens from four to five months down to about one month. He says a one-gigawatt AI data center costs $50 billion and is expected to generate $40 billion in annual revenue, meaning a three-month delay could cost $10 billion in revenue. “$10 billion worth of revenues will make anybody anxious.” Jensen explained: “And so by moving this into the supply chain, the speed by which we can turn on go from installation, arrival of computing to production of tokens will go from many months. We think something along the lines of 4 to 5 months down to about a month.” “Okay, so this is a complete transformation of the world's supply chain and this will change the way that people install and build data centers.” “And hopefully as a result, velocity goes up, the wasted idle compute, the wasted idle CapEx will reduce and everybody becomes more profitable.”1d ago31K21020173450.96%
$SPCX STRIKES CLASSIFIED SPACE-TRACKING DEAL SpaceX has struck a deal with the U.S. Space Force giving it unique access to the Pentagon’s most detailed classified space-tracking data, according to Breaking Defense. In return, SpaceX is sharing data from Stargaze, which uses ~30,000 cameras across Starlink satellites to track objects in low Earth orbit. The classified data could help SpaceX more precisely model collision risks around its ~11,000 Starlink and Starshield satellites. SpaceX says its fleet performs ~20,000 maneuvers a day, including ~1,000 for collision avoidance. The agreement restricts the Pentagon data to internal use and says it cannot be used for commercial gain.29d ago31K25738191271.11%
Today's Key Events (All EST) — 09/25/2026 05:15: Fed's Williams 08:30: US Durable Goods Orders 09:20: Fed's Schmid 10:00: University Michigan Sentiment Final 13:00: US Baker Hughes Total Rig Count 14:00: Fed's Hammack Before Open 👇 BMO: Tamboran Resources $TBNfrozen28d ago31K61135110.26%
Everpure $P +14% on a big FY28 revenue guide raise. https://t.co/AhJjVBQkqI28d ago31K8546050.32%
Rivian $RIVN received a $1B, 10-year loan from Volkswagen Group at a fixed 6.03% interest rate, secured by its 50% stake in their joint venture. The loan was fully funded Oct. 7 and matures Oct. 7, 2036.frozen15d ago31K1131112280.48%
$NVDA says its revenue opportunity per gigawatt of AI infrastructure has more than doubled across generations: Hopper: $18B Blackwell: $25B Rubin: $40B Based on Nvidia’s reference designs, Rubin represents roughly 60% more revenue per GW than Blackwell.24d ago31K26928133221.09%
$ASTS shares are up ~4.6% at the open after Deutsche Bank upgraded the stock to Buy with a $93 price target. As AST SpaceMobile advances its satellite rollout, with BlueBird 14-16 now at Cape Canaveral and FCC authorization secured for 900 MHz testing through Nov. 8. https://t.co/X1GohtTI5Zfrozen10d ago31K238919290.90%
MONID RAISES $7.7M TO CONNECT AI AGENTS TO PAY-PER-USE TOOLS Monid has raised $7.7M, led by Long Journey Ventures, with participation from Madrona, 1984 Ventures, Essence VC and Pioneer Fund. The company says its platform gives AI agents access to 2,500 APIs through a single connection, covering areas like search, sales data, ecommerce, stock data, media generation, email and phone services. Instead of managing separate accounts, API keys and subscriptions, agents can discover tools, compare pricing and use them through one shared balance. Monid supports Claude Code, Codex and Cursor through agent skills, MCP and a CLI, with the goal of letting agents access the tools they need without users signing up for each provider individually. https://t.co/DDDjKQAcLQfrozen16d ago31K4463290.21%
Citi downgraded $MRNA to Sell from Neutral, saying the stock’s 222% rally since interim INTerpath-001 cancer trial results has pushed the valuation too far. The bank raised its price target to $80 from $60, but says Moderna’s roughly $80B market cap now implies success across multiple cancer indications. Citi estimates that even assuming 100% success for intismeran’s lead programs, its valuation supports only around $100/share. To justify roughly $200/share, Citi says the drug would need to generate about $26B in annual cancer sales, nearly 7x its current forecast. Citi still sees intismeran as potentially becoming a leading melanoma treatment, but says investors now need to see strong efficacy and consistency across patient groups.22d ago30K12311136120.54%
WELLS FARGO $WFC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $21.9B (Est. $22.3B) 🔴; +2% YoY 🔹 EPS: $1.87 (Est. $1.85) 🟢; +13% YoY 🔹 Net Interest Income: $12.52B (Est. $12.63B) 🔴 🔹 Noninterest Income: $9.35B (Est. $9.59B) 🔴 Segment Revenue: 🔹 Consumer Banking & Lending: $10.66B; +5% YoY 🔹 Commercial Banking: $3.24B; +6% YoY 🔹 Corp & Investment Banking: $5.01B; +3% YoY 🔹 Wealth & Investment Mgmt: $4.10B; +12% YoY CIB Banking & Markets: 🔹 Investment Banking: $611M; +10% YoY 🔹 FICC: $1.26B; -7% YoY 🔹 Equities: $543M; +21% YoY 🔹 Total Markets: $1.84B; -1% YoY Other Q3 Metrics: 🔹 Avg Loans: $1.03T; +11% YoY 🔹 Avg Deposits: $1.48T; +11% YoY 🔹 Provision for Credit Losses: $1.03B 🔹 CET1 Ratio: 10.0% (Est. 10.1%) 🔴 🔹 ROE: 13.8% (Est. 13.4%) 🟢 🔹 ROTCE: 16.3% 🔹 Net Income: $5.95B; +6% YoY 🔹 Net Loan Charge-offs: $983M 🔹 Efficiency Ratio: 63% 🔹 Net Interest Margin: 2.43% 🔹 Client Assets: $2.74T; +11% YoY Capital Return: 🔹 Repurchases: $2.5B (28.6M shares) Comments: 🔸 “While economic uncertainty exists and consumer sentiment remains mixed, our data shows that our consumer and business customers are doing well.”frozen9d ago30K151255450.62%
Anthropic is seeking to give its seven co-founders a combined 50.1% of voting control ahead of its IPO, using a Palantir-style founder structure, per The Information.frozen28d ago30K140717070.56%
EU 🇪🇺 countries are now discussing a French proposal to release 50 million barrels of diesel, alongside another 50 million barrels of crude from IEA members. Europe is also pushing for any deal to include a U.S. 🇺🇸 commitment not to impose a unilateral diesel export ban. https://t.co/XzylFXdTNyfrozen21d ago30K17826610110.76%
$META's Muse announced a partnership with Plaid to bring financial account connectivity into its AI agent. https://t.co/TUE0jLWSZn27d ago30K2631918591.03%
Skild AI trained S1 through 140 years of self-play in Nvidia Isaac Sim, with no human demos during post-training. https://t.co/KWa7S981T129d ago30K3846070.18%
OpenAI CEO Sam Altman at the UN Security Council: “If AI is to be democratic, the most important decisions cannot be made by labs in San Francisco alone.” “We need common standards, so countries can compare evidence, verify compliance, and have a shared language and understanding about what is happening.”29d ago30K12110287150.60%
$WULF doubled contracted power at its Muskie AI/HPC campus in Kentucky to 1 GW, up from 500 MW. The second 500 MW phase is now targeted for 2029 instead of 2030, while the first 500 MW is expected to begin ramping in 2028. TeraWulf says it is also evaluating expansion to as much as 2 GW over time.frozen17d ago30K16419144120.71%
TSMC $TSM Q4’26 GUIDE Q4’26 Guide: 🔹 Revenue: $52.30B-$54.30B (Est. $49.07B) 🟢 🔹 Gross Margin: 65.0%-67.0% (Est. 65.5%) 🟡 🔹 Oper Margin: 56.5%-58.5% (Est. 57.3%) 🟡 🔹 FX Assumption: US$1 = NT$31.8 Comments: 🔸 “Moving into fourth quarter 2026, we expect our business to be supported by continued strong demand for our leading-edge process technologies, including the steep ramp-up of our 2-nanometer technology.”frozen8d ago30K28732124131.15%
OpenAI President Greg Brockman is expected to attend Tuesday’s White House AI meeting, according to a person familiar with the plans, via Reuters. https://t.co/IR4Q9m6NGn24d ago30K7778070.33%
$SMCI BEGINS SHIPPING $NVDA VERA RUBIN NVL72 RACKS Each rack includes 72 Rubin GPUs, 36 Vera CPUs, 20.7 TB of HBM4 memory and 216 TB/s of NVLink scale-up bandwidth. Supermicro is also offering a 16-rack Scalable Unit with 1,152 Rubin GPUs and 331 TB of HBM4, paired with its direct liquid-cooling stack for deployments ranging from 5 MW to gigawatt scale.29d ago30K24332173151.03%
UTAH BECOMES FIRST STATE TO LET AI ISSUE PRESCRIPTIONS Nolla Health is launching a Utah pilot where its AI can assess acne, review a patient’s medical history and send prescriptions directly to pharmacies without a doctor approving every prescription. The program is limited to eight approved topical acne treatments, with no pills or hormone therapies. Doctor oversight will be phased: › First 100 patients: doctor approval before prescriptions are sent › Next 400: AI sends prescriptions directly, with doctors reviewing them afterward each week › After that: doctors review at least 10% of prescriptions each month Utah granted Nolla a narrow exemption from the usual requirement that a licensed human prescriber write the prescription. Nolla costs about $5/month, with compounded medications around $50/month, versus roughly $150-$300 for a typical dermatology visit. https://t.co/SpoxqT507Efrozen17d ago30K1861988470.90%
USTR GREER: AI CHIP DISCUSSIONS NOT HAPPENING IN THESE [TRUMP-XI] TALKS27d ago30K7154220.28%
🇺🇸 INITIAL JOBLESS CLAIMS 197K VS 200K EXPECTED21d ago30K127126010.49%
SPOTIFY $SPOT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €4,969M (Est. €4.98B) 🔴; +16% YoY 🔹 Diluted EPS: €2.48 (Est. €2.81) 🔴; -24% YoY 🔹 Gross Margin: 33.0%; +136 bps YoY 🔹 Oper Income: €672M (Est. €680M) 🔴; +15% YoY Q4’26 Guide: 🔹 Revenue: €5.2B (Est. €5.23B) 🟡 🔹 Operating Income: €820M (Est. €813M) 🟢 🔹 Gross Margin: 33.8% 🔹 MAUs: 818M 🔹 Premium Subscribers: 316M Segment Revenue: 🔹 Premium: €4,487M; +17% YoY 🔹 Ad-Supported: €482M; +10% YoY Other Q3 Metrics: 🔹 MAUs: 788M; +11% YoY 🔹 Premium Subscribers: 306M; +9% YoY 🔹 Net Income: €518M (Est. €589M) 🔴 🔹 Free Cash Flow: €735M; -9% YoY 🔹 Premium ARPU: €4.95; +9.3% YoY 🔹 Ad-Supported MAUs: 499M; +12% YoY 🔹 Operating Margin: 13.5% Key Updates: 🔹 Social Charges: €13M above forecast at €22M in current period Operating Expenses 🔹 Share repurchases: $1.1B year-to-date through October 21st 🔹 Taste Profile launched to Premium Subscribers in the U.S. 🔹 Launched Creator Memberships for eligible podcast creators11h ago30K1482375160.67%
Amazon is exploring a deal to shift ~$8B of NVIDIA Grace Blackwell GPUs into an outside-investor-owned SPV, FT reports. $AMZM would lease the chips back, reducing the upfront balance-sheet burden. The GPUs are already deployed across 12+ U.S. data centers. https://t.co/XrKQyFGd6Dfrozen21d ago30K18919107210.83%
BANK OF AMERICA $BAC Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $30.12B (Est. $30.69B) 🔴; FTE 🔹 Adj. EPS: $1.08 (Est. $1.11) 🔴 🔹 EPS: $0.91; -13% YoY 🔹 NII (FTE basis): $16.61B (Est. $16.55B) 🟢 🔹 Net Income: $6.9B; -17% YoY Segment Revenue: 🔹 Consumer Banking: $11.57B; +4% YoY 🔹 GWIM: $7.12B; +13% YoY 🔹 Global Banking: $6.21B; flat YoY 🔹 Global Markets: $5.87B; -6% YoY Sales & Trading Revenue: 🔹 Total: $5.1B; -5% YoY Other Q3 Metrics: 🔹 Provision for Credit Losses: $1.27B; relatively flat YoY 🔹 Net Charge-offs: $1.35B; -1% YoY 🔹 ROE (reported): 9.4% 🔹 ROTCE: 12.6% 🔹 Book Value per Share: $39.26 (Est. $39.83) 🔴 🔹 Tangible Book Value per Share: $29.14; +3% YoY 🔹 Avg. Loans & Leases: $1.23T; +6% YoY 🔹 AUM: $2.4T; +12% YoY 🔹 Client Assets: $5.1T; +9% YoY 🔹 Long-term AUM Net Inflows: $20B 🔹 CET1 Ratio (Std.): 10.9% 🔹 CET1 Capital: $198.4B Capital Return: 🔹 Common Dividends: $2.2B 🔹 Share Repurchases: $6.0B Key Updates: 🔹 Results include a regulatory settlement charge of $1.2 billion, or $0.17 per share. 🔹 Adjusted Net Income: $8.1B 🔹 More than 200,000 teammates are using AI tools and there are 300-plus approved use cases across the company.frozen8d ago30K1322515670.62%
Jensen Huang on AI regulation and who should shut down unsafe labs: The companies themselves should if they genuinely believe they can’t control what they’re building. “The government should have a say and regulate. You just got to focus on what you want to regulate.” But on the problems we’re seeing today, Jensen says regulation isn’t necessarily the immediate answer: “What the current situation needs is technology.”27d ago30K17616191570.91%
Anthropic CEO Dario Amodei earned $18 Million in 2025, mostly from stock and options. His salary was raised to $1.4M this July, while Anthropic is preparing for a potential IPO as early as this fall at a valuation above $2 Trillion. Source: Reuters https://t.co/2atJeBR28Vfrozen17d ago30K160772120.64%
BLACKROCK $BLK Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.75B (Est. $7.52B) 🟢; +19% YoY 🔹 Adj. EPS: $15.93 (Est. $14.12) 🟢; +38% YoY 🔹 AUM: $15.49T (Est. $15.67T) 🔴; +15% YoY 🔹 Total Net Flows: $205.47B (Est. $171.91B) 🟢 🔹 Adj. Oper Margin: 47.8%; +320 bps YoY Revenue Breakdown: 🔹 Base Fees/Sec Lending: $6.04B (Est. $6.01B) 🟢 🔹 Performance Fees: $630M (Est. $412M) 🟢 🔹 Tech Services Revenue: $588M (Est. $583M) 🟢 🔹 Distribution Fees: $414M (Est. $415M) 🔴 Net Inflows by Product: 🔹 Equity: $52.4B 🔹 Fixed Income: $78.2B 🔹 Multi-Asset: $5.1B 🔹 Private Markets: $15.3B 🔹 Liquid Alternatives: $8.9B 🔹 ETFs: $134.5B 🔹 Active: $66.4B AUM by Product: 🔹 Equity: $8.98T 🔹 Fixed Income: $3.35T 🔹 Multi-Asset: $1.34T 🔹 Alternatives: $466.3B 🔹 Cash Management: $1.10T 🔹 ETFs: $6.36T Other Q3 Metrics: 🔹 Organic Base Fee Growth: 11% annualized 🔹 Tech Services ACV: +12% YoY 🔹 Adj. Oper Income: $3.33B (Est. $3.08B) 🟢 🔹 Adj. Net Income: $2.62B (Est. $2.34B) 🟢 🔹 GAAP EPS: $10.57; +25% YoY Capital Return: 🔹 Share Repurchases: $550M 🔹 Quarterly Dividend: $5.73 Key Updates: 🔹 Noncash pre-tax gains of approximately $80M from Securitize and approximately $22M from Circle boosted nonoperating income. 🔹 Contingent consideration fair value increased $471M year-over-year, primarily tied to GIP and HPS. 🔹 AI Infrastructure Partnership made its first deployment this quarter. Comments: 🔸 “Clients entrusted us with $205 billion of net inflows this quarter, and $869 billion over the last year.”frozen9d ago29K2134010590.94%
Mark Zuckerberg launched a new Ray-Ban Meta Gen 3 lineup and says the glasses can record spatial audio that preserves where sounds come from, with six microphones and new Aviator and Zena styles. https://t.co/QOsMIlpPrg29d ago29K1381361320.65%
U.S. 🇺🇸 30-YEAR MORTGAGE RATE JUMPS TO 7.12%, HIGHEST SINCE MAY 202429d ago29K143167180.60%
$TSLA CEO Elon Musk says Terafab will need “tens of billions” in capital equipment through early 2028 & “probably be north of $100 billion long term.” Tesla-SpaceX funding split is undecided Most orders for the first fab are placed, with real production targeted for late 202823h ago29K14312201140.65%
Nvidia CEO Jensen Huang says Blackwell GPUs could remain useful for seven or eight years, and expects a similar lifespan for Vera Rubin. https://t.co/LPKSBQp8sk1d ago29K15310240170.70%
Era by Eon just launched a free platform that generates complete simulated companies for testing, benchmarking and improving AI agents. Research partners include $NVDA, Deel, Decart, Composio, Openlayer, Eragon and Plurai. Developers can: › Choose the industry, company size, business model, tech stack and data scale › Generate connected data across Salesforce, Slack, Jira, Zendesk, Gong, shared drives and more › Connect agents through vendor-compatible MCP and REST APIs with realistic rate limits, pagination and error codes › Reset the same company and rerun identical tasks after changing the model, prompt or agent framework › Compare agents on correctness, latency, cost, tool use and reliability › Run environments locally with Docker and integrate testing into CI Era models the structure and behavior of real enterprise data, including duplicate and stale records, without using customer content. https://t.co/bz5PFY47O5frozen17d ago29K848102160.41%
OPENAI SAYS COULD NOT ARRANGE FOR EXECUTIVES TO APPEAR AT OCTOBER 1 SENATE HEARING ON SHORT NOTICE24d ago29K8928160.36%
The $META Connect 2026 keynote is now live: https://t.co/gsckzd8j4M29d ago29K58752100.28%
$NVDA’s new Open Agent Safety Platform probably could’ve helped stop this summer’s breach at Hugging Face, which Nvidia later acquired for $13B.24d ago29K1246131110.53%
TSMC REPORTEDLY PLANS 3%-6% WAFER PRICE HIKES STARTING JANUARY 2027 DigiTimes says increases could be larger for 2nm and 3nm, where demand is running ahead of supply. Supply-chain sources say: • 8-inch utilization is above 100% • Sub-45nm capacity is fully loaded • Orders are visible through 2030 • Arizona pricing remains elevated due to higher manufacturing costs The demand is being driven by AI-related GPUs, ASICs, HBM, power chips, controllers, analog, sensors, optics and advanced packaging. TSMC declined to comment.29d ago29K2052573230.91%
Today's Key Events (All EST) — 10/13/2026 03:45: Fed's Waller 06:00: US NFIB Business Optimism Index 08:15: US ADP Wkly Employment Change 10:00: US Existing Home Sales 13:00: Fed's Barkin 14:00: US Federal Budget Balance 16:00: Fed's Collins Before Open 👇 05:55: UnitedHealth Group Incorporated (UNH) 06:05: Domino's Pizza (DPZ) 06:15: FB Financial (FBK) 06:20: Johnson & Johnson (JNJ) 06:35: JPMorgan Chase & Co. (JPM) 06:45: Wells Fargo & Company (WFC) 07:25: The Goldman Sachs Group (GS) 07:30: Albertsons Companies (ACI) 08:00: Citigroup (C) After Hours 👇 16:15: AZZ (AZZ)frozen10d ago29K67149160.33%
The U.S. is sending a third aircraft-carrier strike group and additional Marine ships to the Middle East, adding up to 10,000 troops by the end of November, according to the WSJ. The USS Theodore Roosevelt and Makin Island Amphibious Ready Group are heading to the region, where more than 50,000 U.S. troops are already deployed. : The buildup comes as President Trump weighs renewed strikes on Iran after the midterm elections if no agreement is reached.frozen21d ago29K156231410190.77%
Today's Key Events (All EST) — 10/14/2026 05:40: Fed's Bowman 07:00: US MBA Mortgage Applications 08:30: US CPI Inflation data 13:30: Fed's Barkin 14:00: Fed's Beige Book 15:00: Fed's Goolsbee 22:55: Fed's Bowman 23:00: US Federal Budget Balance Before Open 👇 06:00: BlackRock (BLK) 06:45: Bank of America (BAC) 06:50: Fastenal (FAST) 07:00: Sono-Tek (SOTK) 07:25: Morgan Stanley (MS) 08:15: Progressive (PGR) 09:00: Plumas Bancorp (PLBC) BMO: ASML Holding N.V. (ASML) BMO: State Street (STT) After Hours 👇 16:10: Equity Bancshares (EQBK) 16:10: Comtech Telecommunications (CMTL) 17:15: Home BancShares (HOMB) 18:20: Enerpac Tool Group (EPAC)frozen9d ago29K83115170.37%
TRUMP TO PARTICIPATE IN LUNCH WITH AI LEADERS 12:30PM EST TUESDAY24d ago29K1801811280.76%
WHITE HOUSE HASSETT: THIS JOBS REPORT WAS ABOUT EXPECTED PRESIDENT IS COMMITTED TO CUTTING THE DEFICIT WE DO NOT WANT TO INFLATE OUR WAY OUT OF DEBTfrozen20d ago29K16096350.64%
Who knew $META was a hardware company? Pretty awesome.29d ago29K333819141.27%
$IBM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $17.1B (Est. $16.82B) 🟢; +5% YoY 🔹 Adj. EPS: $2.95 (Est. $2.86) 🟢; +11% YoY 🔹 Free Cash Flow: $3.0B FY26 Guide: 🔹 Constant Currency Revenue Growth: 4%-5% 🔹 Free Cash Flow: ~$1B increase YoY Segment Revenue: 🔹 Software: $7.8B; +8% YoY, +9% cc 🔹 Consulting: $5.3B; flat, +2% cc 🔹 Infrastructure: $3.7B; +4% YoY, +5% cc Other Q3 Metrics: 🔹 Constant Currency Revenue Growth: 6% 🔹 Hybrid Cloud (Red Hat): +11% YoY 🔹 Automation: -3% YoY 🔹 Data: +19% YoY, +20% cc 🔹 IBM Z: -20% YoY, -19% cc 🔹 Distributed Infrastructure: +31% YoY, +32% cc Financials: 🔹 Adj. Gross Margin: 58.5%; -0.2 pts YoY 🔹 Adj. Net Income: $2.8B; +12% YoY 🔹 Operating Cash Flow: $4.0B 🔹 Cash & Marketable Securities: $11.1B 🔹 Debt: $63.8B Comments: 🔸 “Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems.” 🔸 “For the full year, we continue to expect constant currency revenue growth in the range of four-to-five percent, and we now expect free cash flow to increase by more than $1 billion year-over-year.”1d ago29K14243811140.76%
Elorian AI is introducing Glimpse, a model that answers questions about images and video, including how objects move and what changes from one moment to the next. You give it footage and ask what you want to understand. It is designed to count specific objects, work through spatial relationships and follow sequences of events. That could help with jobs such as labeling robotics footage or reviewing construction progress. @ElorianAI has opened early access, with a waitlist for new users. https://t.co/K9UpXmU6lBfrozen6d ago28K4041030.17%
DOORDASH JUST ANNOUNCED A BUNCH OF NEW FEATURES You can now text DoorDash to order food, ask for recommendations or even say “order my usual,” with its AI handling the search, cart and checkout. The beta waitlist is opening for U.S. iPhone users. Also unveiled DoorDash Air, its own autonomous delivery drone system. Pilots will start in Northern California with Chipotle and Popeyes. DoorDash says about 80% of typical restaurant orders are small enough for the aircraft, with initial tests averaging under 5 minutes from restaurant to doorstep. Retail is expanding too, with Macy’s, Anthropologie, The North Face, Vans and Timberland joining the marketplace. DoorDash is also rolling out returns, where a Dasher can pick up eligible items from your home and take them back to the store. For businesses, DoorDash launched DashOS to connect ordering, reservations, loyalty, guest management and marketing in one system, plus an MCP connector that lets companies bring DoorDash ordering into workplace AI tools. And for Dashers, it launched DashBuddy, an AI assistant for questions around scheduling, hotspots, payments and other parts of dashing.22d ago28K11115112260.58%
President Trump and leaders from Google, Anthropic, Meta, OpenAI, xAI and NVIDIA signed the White House Accord on Super Intelligence, a voluntary framework for advanced AI safety. The companies committed to 4 layers of oversight: • Internal controls to monitor model capabilities & risks • Dedicated internal teams to oversee those controls • Independent external audits • Independent board-level oversight The companies also agreed to meet regularly to develop common safety standards and best practices. The accord is voluntary today, but explicitly says some of these measures could eventually be written into law or regulation.22d ago28K9610131130.47%
Amazon $AMZN is reportedly taking early delivery of ~$5B in Nvidia $NVDA GB300 server racks before some AWS data centers have enough power to run them. Business Insider says another ~$3B in hardware could arrive monthly, with racks stored until power capacity is ready. https://t.co/ucVjtNQbnW2d ago28K19722183230.93%
$NVDA IS TURNING TELECOM NETWORKS INTO AI INFRA, Nvidia said major telecom operators are adding its computing to data centers, metro sites and cell sites to run AI closer to users > T-Mobile completed the world's first AI-RAN call on a live network with Nvidia and Nokia > BT, Deutsche Telekom and Elisa announced AI-RAN pilots on live networks using Nokia software > Nine operators across Europe, the Middle East and Africa are building or expanding Nvidia-powered infrastructure Huang said telecom networks "will also carry the world's intelligence."1d ago28K2293584521.16%
Melius upgraded $MSFT to Buy with a $665 PT, saying rising AI fears are actually strengthening Microsoft’s position. “Enterprises are electing to spend on a secure wrapper that can route models to the right task and secure agents rather than put their trust in the labs.” Melius says Satya Nadella and his team are increasingly becoming the “adults in charge” for AI security and governance, and now sees Azure growth accelerating above 50% by F4Q27.frozen17d ago28K2141814280.91%
Goldman Sachs estimates each week of a diesel export ban would cut US 🇺🇸 retail diesel prices by about 25 cents a gallon from the current $6.50, but warned a longer ban would push gasoline prices higher once storage fills. Energy Sec. Wright said last week a ban wouldn't work.25d ago28K11235090.46%
China-based LLMs average ~$0.18 per 1M tokens vs. ~$4 for leading U.S. models, per KraneShares, a ~22x gap. https://t.co/VhQBsp7cIk29d ago28K9614103120.48%
Amprius $AMPX has awarded Indiana-based Caminus a contract to produce U.S.-made drone batteries using Amprius silicon anodes, The Information reports. Initial production is expected to support roughly 60,000 quadcopter drones in H1 2027, with capacity potentially scaling to 800,000 battery packs annually. The deal gives Amprius additional U.S. manufacturing capacity as Pentagon demand for domestically produced drone batteries accelerates.frozen17d ago28K101944120.46%
Nvidia-backed Reflection AI has launched Beam, a 501B-parameter open-weight AI model built for coding, reasoning and AI-agent workloads. Beam is aimed at competing with leading open-weight models from China. Beam is a text-only mixture-of-experts model with: • 501B total parameters, 23B active • 1M-token context window • Pretrained on 23.8T tokens • Built for coding, reasoning, tool use and agentic workloads Reflection says Beam performs comparably with Z .ai’s GLM-5.2 on advanced reasoning benchmarks while using 3-4x less inference compute. The company’s benchmark claims have not yet been independently verified. Beam’s reinforcement-learning run used 10,500 NVIDIA $NVDA GB300 GPUs for four weeks and generated more than 100M rollouts. Its base model was pretrained on 6,144 GB300 GPUs in under four weeks. Reflection is targeting enterprises, developers and sovereign governments, with a broader strategy around customized “AI factories” that can connect organizations’ proprietary data to locally controlled AI systems. The NVIDIA-backed startup has also signed more than $7B worth of compute deals with SpaceX and Nebius $NBIS to secure access to GB300 infrastructure through 2029. Reflection plans to release Beam’s weights under an Apache 2.0 license later this month, along with its technical report, model card and tools for running, evaluating and fine-tuning the model.frozen17d ago28K17215162250.82%
Today's Key Events (All EST) — 10/01/2026 05:30: US Challenger Layoffs 08:30: US Initial Jobless Claims 09:05: Fed's Barkin 09:05: Fed's Collins 09:05: Fed's Schmid 09:45: US S&P Manufacturing PMI Final 10:00: US ISM Manufacturing PMI 10:00: Fed's Waller 13:30: Fed's Jefferson 15:00: Fed's Bowman 15:30: Fed's Cook 18:45: Fed's Logan Before Open 👇 06:00: Acuity (AYI) 06:30: McCormick & Company, Incorporated (MKC) 06:35: Accenture plc (ACN) After Hours 👇 16:15: NIKE (NKE)22d ago28K75155280.37%
U.S. 10 Year Yield > 5.33%; Highest since April 2002 https://t.co/3woHrWiCqK22d ago28K20516121180.90%
Qualcomm $QCOM has renewed its global patent license agreement with Apple $AAPL, effective April 1, 2027. The deal extends Qualcomm’s patent licensing relationship with Apple globally. Financial terms were not disclosed. https://t.co/vXSYT0E3uh28d ago28K2052385130.91%
Fed Schmid: U.S. debt looks “extreme.” Fed still hasn’t fixed the inflation problem.27d ago28K123108420.53%
CITIGROUP $C Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $23.8B (Est. $23.72B) 🟢; +8% YoY 🔹 Adj. EPS: $2.85 (Est. $2.66) 🟢; +27% YoY 🔹 Fixed Income: $4.4B (Est. $4.34B) 🟢; +4% YoY 🔹 Equity Markets: $1.7B (Est. $1.73B) 🔴 Segment Revenue: 🔹 Services: $6.6B; +15% YoY 🔹 Markets: $6.1B (Est. $6.07B) 🟢; +6% YoY 🔹 Banking: $1.7B; +6% YoY 🔹 Wealth: $3.3B; +15% YoY 🔹 USCC: $4.7B; flat YoY 🔹 All Other: $1.4B; -3% YoY Other Q3 Metrics: 🔹 Investment Banking: $1.4B; +9% YoY 🔹 Average Loans: $809B; +12% YoY 🔹 EOP Deposits: ~$1.5T; +9% YoY 🔹 Net Credit Losses: $2.2B; flat YoY 🔹 Provision for Credit Losses: $2.6B Financials: 🔹 Net Income: $5.2B 🔹 ROE: 10.1%; +300 bps YoY 🔹 RoTCE: 11.5%; +350 bps YoY 🔹 CET1 Ratio: 12.8% 🔹 Book Value per Share: $115.61 (Est. $116.02) 🔴 🔹 Tangible Book Value per Share: $101.59; +6% YoY 🔹 Efficiency Ratio: 58.5% Capital Return: 🔹 Returned to Shareholders: ~$4.1B 🔹 Payout Ratio: 85% Key Updates: 🔹 Notable Item: Prior-year $726M goodwill impairment recorded in operating expenses related to the Banamex stake sale 🔹 CET1 Ratio: 12.8%, unchanged from the prior quarter Comments: 🔸 “Our performance in the quarter, which included the best third-quarter revenue in a decade, positive operating leverage and meaningful improvement in our returns, reflects the continued disciplined and consistent execution of our strategy.”frozen9d ago28K1803210270.83%
AI coding startup Cognition is on track for $1 billion in annualized revenue based on its September performance, roughly double its run rate from about four months earlier. - Bloomberg https://t.co/wPCMjZJD4e27d ago28K128916270.58%
Elon Musk says Tesla cut RAM for AI5 to 72GB and AI6 to 144GB to secure enough supply for Optimus production and lower costs. 'Optimus performance impact should be negligible.' https://t.co/vTI6IQuG24frozen21d ago28K1851391210.82%
ODYSSEY LAUNCHES AGORA-2 FOR MULTI-AGENT AI SIMULATION Agora-2 is a new world model that can simulate up to 20 humans and AI agents interacting inside the same generated environment in real time, 5x more participants than Agora-1. There’s no traditional game engine underneath. The world itself is generated by the model, and each participant’s actions affect the environment for everyone else. The research preview supports up to 4 humans alongside 16 AI agents. Odyssey sees the technology being used to train and test agents for robotics, autonomous vehicles, defense, cybersecurity and AI safety.28d ago28K52513350.28%
MORGAN STANLEY $MS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $20.34B (Est. $19.95B) 🟢; +12% YoY 🔹 EPS: $3.03 (Est. $2.91) 🟢; +8% YoY 🔹 Net Income: $4.91B; -12% YoY 🔹 Equity Trading: $5.80B (Est. $4.9B) 🟢 🔹 Fixed Income Trading: $2.01B (Est. $2.16B) 🔴 🔹 Investment Banking: $2.16B (Est. $2.16B) 🟡 Segment Net Revenue: 🔹 Inst. Securities: $10.03B (Est. $9.21B) 🟢 🔹 Wealth Management: $9.07B (Est. $9.01B) 🟢 🔹 Investment Mgmt: $1.46B (Est. $1.47B) 🔴 Wealth Management: 🔹 Net New Assets: $232.4B 🔹 Fee-Based Flows: $80.5B 🔹 Pre-Tax Margin: 30.4% 🔹 WM Asset Mgmt: $5.54B (Est. $5.40B) 🟢 🔹 WM Net Interest: $2.23B (Est. $2.30B) 🔴 Institutional Securities: 🔹 Advisory: $887M (Est. $798M) 🟢 🔹 Equity Underwriting: $525M (Est. $663.8M) 🔴 🔹 FI Underwriting: $747M (Est. $669.8M) 🟢 Investment Management: 🔹 AUM: $2.05T 🔹 Long-Term Net Flows: $15.8B Financials: 🔹 ROTCE: 22.6% 🔹 Pre-Tax Profit: $6.48B (Est. $6.18B) 🟢 🔹 Return on Equity: 17.8% (Est. 17%) 🟢 🔹 Efficiency Ratio: 67% 🔹 Std. CET1 Ratio: 14.9% 🔹 Provision for Credit Losses: $148M 🔹 Book Value/Share: $68.59 (Est. $68.86) 🔴 Capital Return: 🔹 Share Repurchases: $1.5B 🔹 Quarterly Dividend: $1.15 Key Updates: 🔸 Wealth Management reported record net revenues of $9.1 billion on robust asset management fees and higher net interest income, generating a pre-tax margin of 30.4%. 🔸 Across Wealth and Investment Management, total client assets grew to $10.5 trillion, demonstrating the scale of our platform and the strength of our franchise. 🔸 The quarter included charge-offs of $105 million related to certain corporate and commercial real estate loans which had been largely provisioned for in prior quarters. Comments: 🔸 “Wealth Management reported record revenues and added $232 billion in net new assets and $80 billion in fee-based flows.”frozen8d ago28K18729243120.92%
Today's Key Events (All EST) — 10/05/2026 09:45: US S&P Services PMI Final 10:00: US ISM Services PMI18d ago28K75912040.36%
BOEING WORKERS APPROVE NEW 4-YEAR CONTRACT, AVOIDING POTENTIAL STRIKE Boeing $BA’s largest white-collar union approved a new contract covering about 17,000 engineers, scientists, designers and technicians. The deal includes a 10% guaranteed wage increase at ratification, followed by 4% annual raises and up to an additional 2% based on performance. The vote removes the risk of a strike as early as Oct. 7 that could have disrupted 737 MAX 10 and 777X certification work, production ramp plans and aircraft deliveries. 68% of the professional unit and 53%+ of the technical unit voted in favor.frozen21d ago28K951412440.47%
U.S. Treasury will buy back up to $6B of 10-20 year debt on Oct. 1 as part of its liquidity support program. https://t.co/IW1NdRDsPR22d ago28K1832617760.87%
Cristiano Ronaldo has left Portugal’s 🇵🇹 national team camp following talks with the Portuguese Football Federation president. https://t.co/tQBQx1fRrm22d ago28K108211280.48%
$NIO is bringing Geely into Nio Power, its battery-swapping and charging business. Geely will invest about $95M in cash + contribute its battery-swap business for a 30% stake, valuing Nio Power at ~$2.4B. Nio will retain 63.6%. https://t.co/eso6wloYhp25d ago27K158138190.69%
MOONSHOT AI EYES EARLY 2027 HONG KONG IPO AFTER VALUATION HITS $50B Chinese AI startup Moonshot AI has completed its final private funding round at a valuation of about $50B and is preparing for a potential Hong Kong IPO in Q1 2027. The company is considering raising as much as $5B and could begin early investor meetings as soon as this month. Moonshot’s ARR is currently around $1B and is expected to reach $2B by December, up from roughly $300M in June. The company, known for its Kimi AI models, was valued at $31.5B in a previous funding round this summer. Bank of America is serving as overall coordinator for the IPO alongside CICC, Deutsche Bank and Goldman Sachs. Moonshot has reportedly already filed confidentially for the listing. Alibaba, Tencent and 5Y Capital are among its existing backers. The IPO timing could still change, with Moonshot also reportedly facing a Chinese regulatory data-security probe alongside DeepSeek. Source: Bloombergfrozen17d ago27K1001881180.53%
PARK AEROSPACE $PKE Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $20.8M (Est. $20M) 🟢; +27% YoY 🔹 Adj. EPS: $0.21 (Est. $0.17) 🟢; +75% YoYfrozen14d ago27K56551110.28%
Quick heads-up: @nvidia CEO Jensen Huang will be delivering a keynote on October 21 at @NVIDIAGTC I'll be there in person to cover it and share updates from the event. https://t.co/tGfIHtgz7Rfrozen11d ago27K13012170110.62%
Taiwan chipmaker United Microelectronics Corp $UMC plans to raise $1.8B through two zero-coupon convertible bond sales: Reuters https://t.co/wXUqbrQrDOfrozen17d ago27K102851120.47%
Trump says the Republic of Korea deal now includes $8.4B for an enhanced oil recovery project aimed at boosting U.S. oil and gas production. https://t.co/ZBvJUKCywS20d ago27K16698050.69%
SpaceX $SPCX +6% https://t.co/DFrfkI2IQ4frozen17d ago27K2892012251.21%
Burford Capital $BUR says it would receive about $1.4B if Apple’s $AAPL $5.7B Taction patent verdict is ultimately paid as awarded. Roughly half would go to Burford’s balance sheet and half to its investment funds. Apple has said it will appeal. https://t.co/wPDM3dJSyq24d ago27K73380110.35%
ERICSSON $ERIC Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: SEK 59.478 b. (Est. SEK 55.40 b.) 🟢 🔹 EPS: SEK 1.77 🔹 Adj. Gross Margin: 47.7% (Est. 47.3%) 🟢 🔹 Adj. EBITA: SEK 10.121 b. (Est. SEK 7.87 b.) 🟢 Other Q3 Metrics: 🔹 Adj. EBITA Margin: 17.0% (Est. 14.2%) 🟢 🔹 Organic Sales: +7% YoY 🔹 Net Income: SEK 5.8 b. 🔹 FCF before M&A: SEK 4.9 b. 🔹 Net Cash: SEK 60.687 b. Capital Return: 🔹 Shareholder Returns: SEK 4.8 b. of share repurchases Key Updates: 🔹 Operating Structure: Simplification announced to strengthen customer focus and drive further efficiencies Comments: 🔸 “Looking ahead, the RAN market is flat, geopolitical uncertainty remains elevated and component costs are a headwind to gross margin next year.”frozen8d ago27K981412250.48%
Infleqtion says it has demonstrated 30 logical qubits working together on its Sqale quantum computer, a step toward longer, more reliable quantum workloads. Next target: 100 logical qubits by 2028. https://t.co/9TWwgpQLYsfrozen21d ago27K117165160.54%
JOHNSON & JOHNSON $JNJ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $25.4B (Est. $25.28B) 🟢; +5.9% YoY 🔹 Adj. EPS: $2.59 (Est. $2.54) 🟢; -7.5% YoY 🔹 GAAP EPS: $0.09; -95.8% YoY Raises FY26 Guide: 🔹 Revenue: $101.0B-$101.4B (Est. $101.29B) 🟡 🔹 Adj. EPS: $11.05-$11.15 (Est. $11.08) 🟡 🔹 Adj. Oper Sales Growth: +6.4%-+6.8% Cash Flow: 🔹 Free Cash Flow YTD: ~$15.1B Segment Sales: 🔹 Innovative Medicine: $16.76B (Est. $16.59B) 🟢 🔹 MedTech: $8.64B (Est. $8.77B) 🔴; +2.5% YoY Regional Sales: 🔹 U.S.: $14.96B; +9.1% YoY 🔹 International: $10.44B; +1.5% YoY Key Products: 🔹 DARZALEX WW: $4.24B (Est. $4.33B) 🔴 🔹 TREMFYA WW: $2.4B (Est. $2.24B) 🟢; +68.3% YoY 🔹 CARVYKTI WW: $710M (Est. $708.49M) 🟢 Other Q3 Metrics: 🔹 Operational Sales Growth: +6.0% 🔹 Adj. Oper Sales Growth: +6.1% 🔹 Adj. Net Earnings: $6.34B (Est. $6.23B) 🟢 Key Updates: 🔹 One-time special charge reflects the proposed talc litigation resolution, Firefly Bio acquisition and Sail Biomedicines collaboration; adjusted EPS also reflects these M&A deals. 🔹 OTTAVA received market authorization as the world’s first table-integrated soft tissue robotic system; IMAAVY was approved in wAIHA and RYBREVANT FASPRO received priority review. Comments: 🔸 “In the third quarter, we advanced breakthroughs that will redefine care for patients, from delivering one of our most transformative MedTech innovations with OTTAVA to reporting positive Phase 3 results in multiple myeloma.”frozen9d ago27K181368380.88%
A U.S. 🇺🇸 Senate report says USDT has become a “significant financial lifeline” for 🇮🇷 Iran, with 84% of 846 sanctioned Iran-linked wallets transacting in USDT. Tether says it helped freeze nearly $550M in Iran-linked USDT this year.24d ago27K109127180.51%
$META CFO says its new nonvoting Class C shares will effectively create a 2-for-1 stock split while preserving existing shareholders' voting power. “We don't have any specific financing plans to announce at this time.” The shares could be used to raise capital in the future. https://t.co/RRCUAaikCF1d ago27K10017104100.52%
Vicor raised its Q3 revenue growth outlook to more than 30% sequentially, up from its prior forecast of more than 20%. $VICR cited higher royalties from its first non-exclusive license for Vertical Power Delivery technology. Vicor licenses its power-delivery patents to OEMs and hyperscalers.22d ago27K11414112280.63%
The 🇺🇸 unemployment rate seems to have risen partly due to a higher participation rate, meaning more people are looking for work.20d ago27K121970110.55%
Tesla $TSLA just showed its new Roadster driving up a curved ramp and staying attached while fully inverted. https://t.co/zXpYDMQrvHfrozen7d ago27K67510050.32%
DOMINO’S PIZZA $DPZ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.19B (Est. $1.18B) 🟢; +3.4% YoY 🔹 EPS: $4.60 (Est. $4.37) 🟢; +12.7% YoY 🔹 Total Gross Margin: 40.2% (Est. 40.3%) 🔴 Same-Store Sales: 🔹 U.S.: +0.3% 🔹 International (ex-FX): +0.2% Key Updates: 🔹 CEO Role: Joe Jordan steps into the CEO role Other Q3 Metrics: 🔹 Global Retail Sales Growth ex-FX: +3.2% 🔹 Global Net Store Growth: 175 stores 🔹 Supply Chain Gross Margin: 12.2% 🔹 Oper Income: $241.8M (Est. $230M) 🟢; +8.3% YoY 🔹 Net Income: $152.2M (Est. $145M) 🟢; +9.2% YoY 🔹 YTD Free Cash Flow: $459.8M; -7.2% YoY Capital Return: 🔹 Share Buybacks: $73.6M 🔹 Dividend: $1.99/share 🔹 Remaining Authorization: $1.15B Comments: 🔸 “Our opportunity now is to capitalize on those strengths by getting even closer to our customers, helping our franchisees grow their profitability and turning our best performance into our everyday performance.”frozen10d ago27K138183180.63%
ANTHROPIC RELEASES SONNET 5.5 Sonnet 5.5 is 30%+ faster than Sonnet 5 and costs up to 30% less per task, while keeping the same token pricing: Sonnet 5.5 vs Opus 5.5 pricing: Input: $2/M vs $4/M Output: $10/M vs $20/M Cache writes: $2.50/M vs $5/M Cache reads: both $0.20/M So Sonnet 5.5 is basically 50% cheaper than Opus 5.5 on input, output and cache writes. The efficiency gain comes from using fewer tokens to complete the same work. Anthropic positions Sonnet 5.5 as the faster, lower-cost complement to Opus 5.5, focused on everyday work, coding, bug fixing and creating documents, slides and spreadsheets. On benchmarks: Terminal-Bench 4.0: 70.6% vs 10.3% for Sonnet 5 CursorBench: 55.5% vs 34.1% GDPval-AA: 1844 vs 1846 for Opus 5.5 Anthropic says Opus 5.5 still remains stronger for complex, open-ended work requiring sustained judgment. Sonnet 5.5 is available across Claude, AWS, Google Cloud and Microsoft Azure. Anthropic says Haiku 5.5 is coming in the next few weeks for faster, high-volume and cost-sensitive workloads.24d ago27K2021381180.90%
Today's Key Events (All EST) — 09/29/2026 10:00: US CB Consumer Confidence 10:00: US JOLTS Job Openings 11:00: Fed's Bowman 12:40: Fed's Barr 13:00: Fed's Goolsbee 13:30: Fed's Musalem 14:00: Fed's Williams 15:00: Fed's Waller Before Open 👇 05:50: CarMax $KMX 06:15: Uranium Energy UEC 09:15: Carnival Corporation & plc CCL After Hours 👇 16:00: Concentrix CNXC24d ago27K55962130.32%
DEEPSEEK RAISES $15 BILLION IN ONE OF CHINA’S LARGEST FUNDING ROUNDS Chinese AI startup DeepSeek raised approximately 100 billion yuan, with Tencent and battery giant CATL among its biggest investors, according to Bloomberg. The company initially targeted 50 billion yuan but doubled its fundraising goal amid strong investor demand. DeepSeek is preparing for an IPO while increasing spending on AI data centers and open-source models to compete with OpenAI and Anthropic. Source: Bloomberg17h ago27K16116171130.78%
Today's Key Events (All EST) — 10/08/2026 04:30: Fed's Waller 08:30: US Initial Jobless Claims 13:00: US 30-Year Bond Auction 13:40: Fed's Musalem Before Open 👇 06:00: PepsiCo (PEP) 06:00: AngioDynamics (ANGO) 06:45: Helen of Troy (HELE) 08:00: Byrna Technologies (BYRN) 08:00: NOVAGOLD RESOURCES (NG) BMO: Tilray Brands (TLRY)frozen15d ago27K72112060.34%
S&P Global 🇺🇸 Manufacturing PMI rose to 55.9 from 53.9, the highest since May 2022, while factory hiring increased at the fastest pace in over five years. S&P says AI-related machinery and equipment spending helped drive demand, though export orders fell for a 15th straight month.21d ago27K11221171120.61%
NextEra $NEE is leading a $22.3B Texas energy project selected by the U.S. and South Korea. Project Star will build 6.47 GW of gas-fired generation, primarily to power Related Digital’s adjacent 5 GW data center campus, with excess power going to ERCOT. Initial generation could begin in 2029.22d ago27K10410162200.57%
$GE AEROSPACE Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $13.29B (Est. $12.87B) 🟢 🔹 Adj. EPS: $2.25 (Est. $2.01) 🟢; +36% YoY 🔹 Oper Profit: $2.99B (Est. $2.74B) 🟢; +30% YoY 🔹 Operating Margin: 22.5%; +220 bps YoY 🔹 Total Orders: $19.0B; +49% YoY Raises FY26 Guide: 🔹 Adj. EPS: $8.00-$8.10 (Est. $7.92) 🟢 🔹 Op. Profit: $10.9-$11.0B; from $10.55-$10.75B 🔹 Adj. Revenue Growth: ~19%-20%; from High-teens 🔹 Free Cash Flow: $9.1-$9.4B; from $8.9-$9.2B Cash Flow: 🔹 Free Cash Flow: $2.04B; -14% YoY 🔹 CFOA: $2.20B; -14% YoY Segment Revenue: 🔹 Commercial Engines: $10.34B; +21% YoY 🔹 Defense & Propulsion: $3.47B; +7% YoY Segment Operating Profit: 🔹 Commercial Engines: $2.89B; +21% YoY 🔹 Defense & Propulsion: $475M; +8% YoY Announcements: 🔹 Acquired Agreement: CPP acquisition to expand mission-critical castings capacity 🔹 Engine Commitments: More than 1,800 engines 🔹 Hybrid Electric Flight: World's first high-altitude flight above 30,000 feet Other Q3 Metrics: 🔹 Adj. Revenue Growth: +18% YoY 🔹 GAAP Revenue: $14.12B; +16% YoY 🔹 GAAP EPS: $2.32; +14% YoY Key Updates: 🔹 Results include $117M pre-tax gains on retained and sold ownership interests and other equity securities, $0.09 per share after tax 🔹 Continuing EPS (GAAP) of $2.32 includes Insurance net income losses of $0.19, U.S. tax equity net income of $0.01, non-operating benefit income of $0.13, equity securities gains of $0.09 and restructuring of $0.03, all excluded from adjusted EPS Comments: 🔸 “We are raising our 2026 guidance across the board, and we now expect 2027 commercial services to grow low-double-digits supported by our over $170 billion commercial services backlog.”2d ago27K2052553190.96%
Today's Key Events (All EST) — 10/19/2026 10:00: US NAHB Housing Market Index Before Open 👇 06:00: Cleveland-Cliffs (CLF) 06:30: Fifth Third Bancorp (FITB) 07:00: SmartFinancial (SMBK) 09:30: VinFast Auto (VFS) After Hours 👇 16:00: AGNC Investment (AGNC) 16:00: ServisFirst Bancshares (SFBS) 16:05: BOK Financial (BOKF) 16:05: Washington Trust Bancorp (WASH) 16:10: Crown Holdings (CCK) 16:10: RBB Bancorp (RBB) 16:10: W. R. Berkley (WRB) 16:10: RLI (RLI) 16:10: Zions Bancorporation, N.A. (ZION) 16:15: Wintrust Financial (WTFC) 16:20: Western Alliance Bancorporation (WAL) 16:25: Karooooo (KARO) 16:30: Steel Dynamics (STLD) 16:30: Home Bancorp (HBCP) 16:30: F.N.B. (FNB)4d ago27K7295170.35%
Nvidia CEO Jensen Huang recommends 3 books on the NYT podcast w/ @ezraklein: 1) Computer Architecture: A Quantitative Approach, Hennessy & Patterson 2) The Innovator’s Dilemma, Clayton Christensen 3) Positioning: The Battle for Your Mind, Al Ries & Jack Trout https://t.co/SvUXYjhTnn29d ago27K17927711801.48%
Crowdstrike $CRWD is expanding its cybersecurity startup accelerator with AWS and Nvidia, with the 2027 program focused on startups building for the agentic AI era. Participants will get access to CrowdStrike’s Falcon Foundry and APIs, AWS technical and go-to-market support, and NVIDIA Inception resources. The program has supported more than 90 startups to date, which have collectively raised nearly $1B. Up to 10 finalists will pitch at RSAC 2027, with participants also eligible for potential investment from CrowdStrike’s Falcon Fund.16d ago26K15920111190.79%
Sabi has raised $50M to build a cap designed to turn brain signals into prompts for AI, without a brain implant. Backers include Khosla Ventures, Accel, Initialized, DST Global and Kevin Weil. The company says its low-power, non-contact sensors can capture neural signals through hair. Founder Rahul Chhabra credits TSMC with helping fabricate its custom chip. The design also combines neural sensing with a camera, microphone and voice AI, aiming to connect a user’s intent with context from their surroundings. Sabi plans to preview the cap at CES 2027 and is accepting applications for invite-only early access.frozen13d ago26K4606370.23%
Google just raised the Pixel 10a price by $100 in the U.S., from $499 to $599. Samsung raised most Galaxy S26 models by $100 yesterday, with the 1TB Ultra up $200. Apple also raised several existing iPhones by $100 last month. https://t.co/0ksQ0ahVKQfrozen20d ago26K1321316380.65%
Crypto trading is overwhelmingly derivatives-driven. In August, derivatives made up 86.2% of trading volume across 11 major exchanges, versus just 13.8% for regular spot trading. That’s about $6.25 in derivatives for every $1 traded in spot. https://t.co/zFsExAeMms24d ago26K3955070.21%
A good read from Serval CEO Jake Stauch, whose company helped SeatGeek automate more than 50% of its IT requests within 60 days without laying off the team.21d ago26K39180100.22%
Amazon $AMZN is investing $100M+ in a new Indiana robotics plant opening by 2028. Along with a planned Austin facility, it will double Amazon’s robot-making plants from 2 to 4. Amazon has deployed 1M+ robots across 300+ sites, assisting ~75% of customer orders. Source: WSJ https://t.co/F2MAWzYvNr28d ago26K204209480.93%
Elon Musk projects $500B-$1T in annual recurring revenue, fueled by Super Intelligence: “We're seeing the fastest growth of a product that I've ever seen in my life for Grok bot. “I think Grok bot may end up being what uses most of our superintelligence compute.” https://t.co/2ojvIH8l422d ago26K16418144200.84%
Trump said Saturday he rejected Iran's latest proposal, passed to US envoys Steve Witkoff and Jared Kushner at indirect talks in New York this week: " "They have made a proposal and I rejected it." Source: Axios https://t.co/HwxJ4wy8sb26d ago26K12494160.55%
xAI could more than double the Nvidia chip count in its Colossus 2 AI supercomputer by year-end, from 550K today to as many as 1.21M. https://t.co/xNblydJ4pLfrozen28d ago26K25320170201.18%
Nvidia announced Nemotron 3.5 Super VL, a new open-weight multimodal AI model. - mv120B parameters, 12B active per token - 1M-token context window Supports text, images and video Now also available on Perplexity for Pro and Max users and through its Agent API. https://t.co/rejMKUnmzXfrozen7d ago26K1029100140.51%
U.S. 🇺🇸 ADP WEEKLY EMPLOYMENT CHANGE: +23.75K. PRIOR: +20K.16d ago26K114103260.51%
$TSLA OPENS FIRST HIGH-VOLUME SEMI FACTORY Tesla has opened its new Semi factory in Sparks, Nevada, with capacity planned for 50,000 trucks a year, or roughly 1,000 per week. Deliveries begin this week, with DHL, PepsiCo and US Foods among customers. Tesla was also selected as the primary supplier for ZET SCALE’s initial 2,500-truck order, while Einride recently ordered 500 Semis. The long-range Semi is rated for ~500 miles, and Tesla says fleet operations have shown 98% uptime.frozen28d ago26K2733086161.27%
CHARLES SCHWAB $SCHW Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.17B (Est. $7.19B) 🔴; +17% YoY 🔹 Adj. EPS: $1.69 (Est. $1.66) 🟢; +29% YoY 🔹 Net Income: $2.91B; +23% YoY 🔹 Core Net New Assets: $190.4B; +38% YoY 🔹 Net Interest Margin: 3.04% Revenue Mix: 🔹 Net Interest Revenue: $3.48B; +14% YoY 🔹 Asset Mgmt & Admin Fees: $1.91B; +14% YoY 🔹 Trading Revenue: $1.16B; +16% YoY 🔹 Bank Deposit Account Fees: $345M; +40% YoY Client Metrics: 🔹 Total Client Assets: $13.33T; +15% YoY 🔹 New Brokerage Accounts: 1.2M 🔹 Total Client Accounts: 48.6M Announcements: 🔸 Announced Single Stock Futures on the thinkorswim trading platform and plans to expand digital assets available in Schwab Crypto 🔸 Introduced Charley, a new AI-powered assistant 🔸 Partnered with Anthropic to bring Claude for Financial Advisors directly to the independent RIAs Schwab serves Other Q3 Metrics: 🔹 Daily Average Trades: 10.7M; +44% YoY 🔹 Margin Loan Balances: $187.9B; +93% YoY 🔹 Bank Loan Balances: $72.3B; +35% YoY 🔹 Adj. Pre-Tax Income: $3.93B (Est. $3.95B) 🔴 🔹 Adj. Pre-Tax Margin: 54.8% Key Updates: 🔸 GAAP EPS of $1.62 (+29% YoY); adjusted EPS excludes $151M of pre-tax transaction-related costs 🔸 Amortization of acquired intangible assets: $141M; acquisition and integration-related costs: $10M 🔸 Repurchased 4.7M shares of common stock for $0.5B during the quarter 🔸 Preliminary Tier 1 Leverage: 8.9%; Adjusted Tier 1 Leverage: 7.0%frozen7d ago26K133235170.65%
Anthropic CEO Dario on how fast AI is advancing: “The trajectory only needs to continue for a tiny period longer, one or two years, maybe less, to reach what I’ve called a country of geniuses in the data center.” https://t.co/GmEc7H7ivZ29d ago26K1588160130.75%
WHOP RAISES $205M AT A $5.1 BILLION VALUATION, LED BY SEQUOIA AND SHOPIFY Whop is a platform that helps people start and run online businesses, with customers ranging from digital creators and e-commerce sellers to businesses offering services and mobile apps. According to reports, the company has surpassed $400M in annualized revenue, up from just $60M at the beginning of 2025. Interestingly, Sequoia had previously passed on investing in Whop before reconsidering after seeing recent growth. With Sequoia chief Doug Leone even joining Whop's board.1d ago26K6448180.33%
Mattel $MAT is in takeover talks with Authentic Brands Group over a potential offer valuing the company at $6B+ or more than $20/share, according to the WSJ. Premium of roughly 58%+ https://t.co/VeVT4y2qyofrozen21d ago26K631425280.43%
TIME asked why the U.S. shouldn’t pursue an Intel-style ownership deal with OpenAI and Anthropic. Trump: “I might. Maybe I could do that.” https://t.co/5qe33SkmQW21d ago26K1271210290.61%
Elon Musk: "I'd be stunned if anyone has a robot that is remotely competitive with Optimus when we go when we start delivering it to customers, which is likely to be towards the end of next year." https://t.co/ASFDKAUCkX23h ago26K19211354150.98%
The FDA approved $LLY’s Onswik, a once-weekly basal insulin for adults with type 2 diabetes. Lilly says the treatment could reduce injections by more than 300 per year versus once-daily basal insulin. U.S. availability is expected in the coming months. https://t.co/zdSaKHRuej28d ago26K8872270.41%
Nscale has hired longtime $META exec. Justin Osofsky as COO ahead of its planned U.S. IPO Osofsky spent 18 years at Meta, most recently as Chief Partnerships Officer Note: Nscale is an AI infrastructure/neo-cloud co. partnered with $NVDA & $MSFT & is seeking to raise up to $3B https://t.co/m9IqBdEZJEfrozen20d ago26K86813040.43%
Honestly, this is the kind of mindset you want from the CEO of one of the biggest companies driving AI. $NVDA CEO Jensen Huang: “I’m always worried about the future. That’s why I work so hard. I’m a responsible optimist.” https://t.co/fRwmezJTPW29d ago26K16620113180.84%
Bessent says the U.S. and China agreed to extend their trade truce to Jan. 10 after he met with Vice Premier He Lifeng. He says they also discussed a potentially bigger trade deal, though “don’t know if [it] can be done.” Trump and Xi are also expected to meet 4 times this year https://t.co/Sj1UInuFHa29d ago26K196205680.90%
MICRO1 SURPASSES $1B IN ANNUAL RECURRING REVENUE The AI training data company says growth is driven by demand for expert human data & its Data Partnerships program, which licenses business data for AI training. It also closed its Series B at a $4B valuation earlier this summerfrozen10d ago26K78311270.39%
BREAKING: Google Cloud and Mysten Labs are collaborating on Verifiable Agent Arbiter (VAA), an evidence layer designed to help companies prove their AI agents acted within authorized limits. https://t.co/7VMCbVX0qcfrozen16d ago26K821590170.47%
OpenAI President Greg Brockman has backed out of a planned second $25M donation to pro-AI super PAC Leading the Future. Brockman had already donated $25M, but said internally the group had become a “distraction” for OpenAI and that he had no plans to donate more. Source: NYT22d ago26K68410140.34%
Trump says Scott Bessent will not become Super Intelligence czar and will remain Treasury Secretary. https://t.co/ImGdqHjFj5frozen27d ago26K15969020.68%
Today's Key Events (All EST) — 10/09/2026 10:00: University Michigan Sentiment Final 13:00: US Baker Hughes Total Rig Count 16:00: Fed's Collins Before Open 👇 06:00: MTY FOOD GROUP (T.MTY) 06:30: Delta Air Lines (DAL) BMO: New Horizon Aircraft (HOVR)frozen14d ago26K5776020.28%
GMI CLOUD RAISES $668M FROM $NVDA & OTHERS TO EXPAND AI CAPACITY They raised $223M in equity & secured a $445M credit facility, bringing the total financing to $668M. NVIDIA participated in the equity round. GMI is one of 7 cloud providers building facilities entirely around NVIDIA’s recommended hardware and software stack, and it also participates in NVIDIA’s AI compute partnership program. The company says it has more than $600M in annualized revenue under contract and is now processing 1 trillion AI inference tokens per day, up 20x in six months. The new capital will be used to expand AI capacity across the U.S. and Asia. Customers include OpenRouter, Fireworks AI and Higgsfield.22d ago26K43311070.25%
FED PLANS TO RAISE 🇺🇸 BANK OVERSIGHT THRESHOLDS The Fed is working on a proposal that could raise its highest enhanced-oversight threshold from $700B to around $960B and move some additional requirements currently triggered near $100B closer to $150B, per Reuters. The changes could give banks including $USB, $COF, $PNC and $TFC more room to grow before facing tougher capital, liquidity and reporting requirements, while potentially unlocking more regional-bank M&A.frozen27d ago26K871192140.48%
$RTX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $24.97B (Est. $24.08B) 🟢; +11% YoY 🔹 Adj. EPS: $2.26 (Est. $1.78) 🟢; +33% YoY 🔹 Adj. Oper Profit: $3.99B (Est. $3.15B) 🟢 🔹 Adj. Net Income: $3.09B (Est. $2.42B) 🟢 Raises FY26 Guide: 🔹 Sales: $97.0B-$97.5B (Est. $96.07B) 🟢 🔹 Adj. EPS: $7.65-$7.75 (Est. $7.24) 🟢 🔹 Organic Sales Growth: +10%-+11%; from +8%-+9% 🔹 FCF: $9.0B-$9.2B; from $8.50B-$8.75B Cash Flow: 🔹 Operating Cash Flow: $2.87B; vs $4.64B LY 🔹 Free Cash Flow: $2.12B; vs $4.03B LY Segment Sales: 🔹 Collins Aerospace: $8.38B; +10% YoY 🔹 Pratt & Whitney: $9.23B; +10% YoY 🔹 Raytheon: $8.03B; +14% YoY Other Q3 Metrics: 🔹 Organic Sales Growth: +12% YoY 🔹 Backlog: $340B 🔹 Commercial Backlog: $176B 🔹 Defense Backlog: $164B Key Updates: 🔹 Adj. EPS includes $0.25 from IEEPA cost recovery 🔹 GAAP EPS: $1.89, including $0.26 of acquisition accounting adjustments and $0.11 of restructuring and other net significant and/or non-recurring items 🔹 Customer Bankruptcy: net pre-tax charge of approximately $0.4B related to a customer bankruptcy at Pratt & Whitney 🔹 Awarded Tomahawk and AMRAAM multi-year undefinitized production contracts Comments: 🔸 “Demand for our products remains robust with over $81 billion of new commercial and defense awards, resulting in a record backlog of $340 billion,”2d ago26K1332563130.70%
U.S. CONSIDERS OVERSEAS PUSH FOR DOLLAR-BACKED STABLECOINS: REPORTS $CRCL29d ago26K13615163110.71%
White House NEC Kevin Hassett said he expects 🇺🇸 GDP growth of around 4% as his base case, with the AI productivity boom the biggest contributor. https://t.co/X3EXns0CgM24d ago26K114108160.54%
DeepSeek is reportedly set to lead a funding round for robotics AI startup Winverse at a ~$400M valuation. The round is expected to raise tens of millions, with Meituan also participating, as DeepSeek expands into physical AI. https://t.co/fVkhFeJJJbfrozen10d ago26K74613040.38%
DeepSeek has completed a $7.5B funding round at a $75B valuation, while annualized revenue has reached ~$1B, more than doubling from just a few months ago. Source: The Information https://t.co/OhUUcheeoX29d ago26K142239380.72%
$NVDA OPEN-SOURCES NEMOTRON 3, LETTING VOICE AGENTS TRACK WHO’S SPEAKING Nvidia released Nemotron 3 Diarization, a 100M-parameter open-weight model designed to track who is speaking, when they speak, and when multiple people talk at once in real time. This is really improtant since speech-to-text can only tell an AI what was said, but without diarization it can struggle to know which person made a request, commitment or interruption. Nemotron 3 can track up to 8 speakers, versus 4 for Nvidia’s previous streaming model, while keeping speaker labels consistent across a conversation. It also works in both live and recorded audio, with recommended streaming latency as low as 0.32 seconds. On VoiceArena’s initial benchmark, it ranked #1 among 12 systems, with a 14.72% diarization error rate versus 19.3% for the next-ranked system. At ~1 second latency, Nvidia says it reduced error by an average 41% across eight test conditions versus its previous model, while also significantly increasing throughput. The model does not inherently know someone’s real identity. It labels them as speaker 1, speaker 2, etc. But an app can connect those labels to names or user profiles, meaning a voice agent could recognize that a new person entered the conversation, keep their comments separate and maintain individual context. That opens the door to much better multi-person AI assistants for meetings, customer calls, robots and always-on voice agents.29d ago26K1021483150.56%
Micron $MU: “We have completed agreements for the vast majority of our calendar 2027 HBM bit supply with significant price increases year over year, narrowing the gross margin gap with conventional DRAM.”22d ago26K167912250.76%
A U.S. appeals court has allowed the Pentagon to keep Anthropic blacklisted from military contracts for now, after the Defense Department labeled the company a national security risk. Anthropic says it disagrees with the ruling and may seek further review. https://t.co/rxeQUESH1P27d ago26K125811440.60%
Nebius CEO Arkady Volozh on AI compute demand: “The prices are still there. Demand is still there.” Financing, construction and getting chips are tasks to solve. https://t.co/SIARbW4NUp2d ago25K1927102250.93%
README LAUNCHES RESTLESS TO HELP AI AGENTS USE AND DEBUG APIS ReadMe says AI agents already account for about 72% of its documentation traffic. Its new product, @restless_hq, gives agents access to live logs so they can inspect and replay their own API requests, with endpoints and documentation kept in sync as the API changes. The Agent Recovery feature puts troubleshooting steps and relevant documentation directly into error responses, helping agents correct failed requests. Agents can also report missing features or problems, turning their feedback into Linear issues or suggested documentation updates.frozen10d ago25K3638040.20%
Satya Nadella wants to bring Autopilot, Microsoft’s AI “chief of staff,” into your personal life: “Autopilot should also go to the consumer side.” Built on a hardened version of OpenClaw, it is designed to keep working continuously on tasks you delegate: “You can give this Autopilot an identity, a computer and a workspace and some direction, and it goes off and has memory, and it’ll work on a continuous basis.” At work, that could mean an agent managing invoices while you interact with it through Teams like another colleague. Nadella says Microsoft has spent the past four or five months hardening the sandbox and building out security and governance. For consumers, he says trust will be just as important: “The day you suddenly have your consumer agent do things that you never expected it is the day you stop using it.” He also sees consumer agents potentially cutting out today’s middlemen, while enterprise agents could create a market bigger than cloud “by orders of magnitude.” Source: Sources / @alexeheath27d ago25K9311111200.54%
SENIOR IRANIAN OFFICIAL: STILL MANY DIFFERENCES REMAIN BETWEEN IRAN, U.S. POSITIONS, BUT DIPLOMACY CONTINUES29d ago25K15175070.67%
US 3-YEAR TREASURY AUCTION High yield: 4.932% vs 4.934% WI, a 0.2 bp stop-through Bid-to-cover: 2.62 vs 2.72 prior Indirects: 31.7% Directs: 31.7%frozen16d ago25K76715130.40%
SoftBank-backed DayOne Data Centers has filed for a U.S. IPO and is looking to raise up to $5B, with a Nasdaq listing likely by year-end. The Singapore-based operator’s first-half revenue jumped 238% to $512M, up from $151.5M a year earlier. Its net loss widened to $81.9M from $13.5M. Formerly known as GDS International, DayOne operates and develops data centers across Asia-Pacific and Europe. It has secured more than 1.5 gigawatts of capacity bookings since its inception in 2022. The IPO comes just months after DayOne closed a $4.5B funding round led by Coatue and Hillhouse, its largest shareholders. Other backers include SoftBank Vision Fund, GDS Holdings and Citadel founder Ken Griffin. DayOne expects to trade on Nasdaq under DODC. Bloomberg previously reported that the offering could value the company at around $20B. Morgan Stanley, JPMorgan, Bank of America and Citigroup are leading the offering.frozen17d ago25K9213111200.54%
CFTC DELAYS CME’S PLAN FOR $NVDA GPU RENTAL FUTURES CME Group’s planned futures contracts tied to Nvidia H100 and B200 rental prices won’t launch in October as originally targeted, per The Information. The CFTC extended its review by 45 days, through Nov. 9, citing “novel or complex” issues and concerns around potential market manipulation. The contracts would let AI companies, compute providers and lenders hedge swings in GPU rental prices, effectively creating a financial market around AI compute. The challenge is that GPU rental prices are still fragmented and largely set through private contracts, making reliable pricing benchmarks harder to establish. Source: The Information1mo ago25K8513150110.49%
Polymarket US just launched 15-minute Bitcoin Up/Down markets. https://t.co/sDiKcJBWAn24d ago25K3327020.17%
FIFTH THIRD $FITB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.28B (Est. $3.34B) 🔴; +42% YoY 🔹 GAAP EPS: $0.90; -1% YoY 🔹 Adj. EPS: $1.13 🔹 Net Interest Income: $2.27B; +49% YoY 🔹 Noninterest Income: $1.01B; +29% YoY Other Q3 Metrics: 🔹 Net Interest Margin: 3.34%; +21 bps YoY 🔹 Efficiency Ratio: 62.4% 🔹 Adj. Efficiency Ratio: 54.6% 🔹 Avg Portfolio Loans: $179.2B; +45% YoY 🔹 Avg Deposits: $238.3B; +45% YoY 🔹 Provision for Credit Losses: $122M; -38% YoY 🔹 Net Charge-off Ratio: 0.31%; -78 bps YoY 🔹 CET1 Ratio: 10.02% 🔹 Net Income: $866M; +33% YoY 🔹 Book Value/Share: $34.31 (Est. $36.13) 🔴 🔹 Tangible Book Value/Share: $22.01 Capital Return: 🔹 Dividend: $0.42/share Key Updates: 🔹 Adj. EPS excludes $0.23 of certain items 🔹 Merger-related charges: $225M pre-tax 🔹 Interchange litigation matters: $34M pre-tax 🔹 Technology-related asset impairments: $19M pre-tax 🔹 Other securities losses/(gains), net: $5M pre-tax 🔹 Non-qualified deferred compensation expense/(benefit): $(6)M pre-tax 🔹 YoY growth primarily reflects the addition of Comerica3d ago25K471012140.30%
$DELL SIGNS MOU WITH JERA, RHAELM FOR $15B+ JAPAN AI INFRASTRUCTURE PROJECT Dell, JERA and RHAELM plan to build a standardized model for large-scale AI infrastructure in Japan, starting with a 400 MW project in Chiba. The first site is expected to exceed $15B in total investment across land, power, construction and AI compute. JERA will provide behind-the-meter power from its existing plant, RHAELM will develop and operate the site, and Dell will supply the rack-scale AI infrastructure. Apollo $APO intends to serve as RHAELM’s strategic financing partner. Operations are targeted to begin in phases in 2028 and reach the full 400 MW in 2029. The partners are also exploring additional JERA sites, with a broader goal of building multi-gigawatt AI capacity across Japan. The FT estimates the wider infrastructure push could reach roughly $140B.22d ago25K1251061170.63%
Trump says Xi Jinping “seemed to like” his proposal to call artificial intelligence “super intelligence," adding that “everyone last night agreed” on the term. https://t.co/6khvsRgEEC27d ago25K1511112360.73%
Elon Musk says SpaceX and Tesla are aiming for 200 gigawatts of solar production per year. “So orbital compute is going to be a very big deal.” https://t.co/clNtt2e6yW22d ago25K16117141120.82%
CLEVELAND-CLIFFS $CLF Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.61B (Est. $5.72B) 🔴; vs $4.73B LY 🔹 EPS: $0.26 (Est. $0.19) 🟢; vs -$0.51 LY 🔹 Adj. EPS: $0.28; vs -$0.45 LY 🔹 Adj. EBITDA: $612M (Est. $594M) 🟢; vs $143M LY FY27 Guide: 🔹 Adj. EBITDA: Exceed $4B Q4 Guide: 🔹 Adj. EBITDA: ~$715M (Est. $665M) 🟢 Steelmaking Segment: 🔹 Steel Shipments: 4.2M net tons 🔹 Avg. Selling Price: $1,177/ton; vs $1,032 LY 🔹 Steelmaking Revenues: $5.45B; vs $4.56B LY 🔹 Gross Margin: $454M Steelmaking Revenue Mix: 🔹 34% Distributors & Converters, $1.8B 🔹 28% Direct Automotive, $1.5B 🔹 28% Infrastructure & Manufacturing, $1.5B 🔹 10% Steel Producers, $532M Other Q3 Metrics: 🔹 Operating Cash Flow: $224M 🔹 Liquidity: $3.2B Key Updates: 🔹 Currency exchange: $4M loss 🔹 GAAP net income: $165M; adjusted net income $161M 🔹 Stelco galvanizing lines indefinitely idled; approximately 2,000 Canadian jobs preserved Comments: 🔸 “Third quarter was our strongest quarter in three years, with adjusted EBITDA of $612 million, a number above the $575 million guidance we provided three months ago.” 🔸 “Based on the new contracts we have already signed with our clients and prevailing index price forecasts, we would expect our 2027 adjusted EBITDA to exceed $4 billion.”4d ago25K64119270.37%
Odyssey has launched Odyssey-3, an AI world model that generates interactive environments from a prompt in real time. People and AI agents can act inside these worlds and observe how they respond, creating potential uses in simulation, robotics and training AI through experience. Odyssey-3 Pro scored 66.1 on Physics-IQ Verified’s video-to-video benchmark, the highest reported score. The benchmark tests physical behavior in areas such as fluid dynamics, optics and solid mechanics.frozen14d ago25K4664050.24%
AT&T $T IS forming a 50/50 fiber JV with BlackRock’s GIP and CPP Investments, combining the Lumen fiber assets it recently acquired with its existing Gigapower venture. The proceeds will help bring net debt/adjusted EBITDA to ~2.5x within roughly three years.frozen16d ago25K60117180.35%
RoboStrategy CEO Andrew Kang on whether robotics is in a bubble: “What bubble?” He estimates private robotics companies are worth around $200B combined, with the sector attracting less than 10% of the funding currently going into AI “I think we are in the very early innings.”frozen9d ago25K60510170.33%
$JPM EXPLORES PRIVATE CREDIT PARTNERS FOR REJECTED CREDIT-CARD APPLICANTS JPMorgan has explored a “second-look” program that could let outside funding sources approve some applicants the bank rejects for co-branded credit cards, per WSJ. More than a dozen entities were approached, with private-credit firms including Blue Owl $OWL, Blackstone $BX, $KKR and Sixth Street among lenders approached about the program. The idea could help JPMorgan expand approvals for major co-brand partners including United Airlines, while private-credit firms take on the additional credit risk. The discussions are early-stage, and a JPMorgan spokesperson said the bank currently has no plan to launch such a program. Source: WSJ1mo ago25K87103650.45%
Tesla aims to expand its robotaxi service to 24/7 operations, including highways and higher-speed roads, by the end of 2026. Elon Musk also says $TSLA is pushing for 🇪🇺 EU-wide FSD approval and would be “surprised if it takes longer than Q1” 2027.23h ago25K100913140.51%
🇺🇸 ISM Services 54.9, Est. 55 🇺🇸 Prices Paid 74.0, Est. 73.3 🇺🇸 New Orders 59.8, Est. 60.3 🇺🇸 Employment 50.1, Est. 48.8frozen17d ago25K118199190.63%
ELEVENLABS VALUATION DOUBLES TO $22B AI voice startup ElevenLabs is now valued at $22B after existing investors and employees sold $300M of stock in a secondary deal led by Wellington and T. Rowe Price. That’s double its valuation from February, when ElevenLabs raised $500M. The company says it now has more than 800 employees across 20 countries and counts Deutsche Telekom, Stripe, Revolut, Klarna and the governments of Ukraine and Greece among its customers. ElevenLabs also develops and trains its own models rather than relying on OpenAI, Google or Anthropic. The company says it wants to be IPO-ready within the next 2 to 2.5 years. NVIDIA became a strategic investor in ElevenLabs in 2025.22d ago25K90618490.51%
TILRAY BRANDS $TLRY Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $257.1M (Est. $267M) 🔴; +23% YoY 🔹 EPS: -$0.32 (Est. -$0.20) 🔴 🔹 Adj. EPS: $0.02 🔹 Gross Margin: 30%; +300 bps YoY 🔹 Adj. EBITDA: $9.2M (Est. $11.3M) 🔴; -10% YoY Affirms FY27 Guide: 🔹 Adj. EBITDA: $68M-$75M (Est. $75.6M) 🔴 Segment Net Revenue: 🔹 Beverage: $101.5M; +82% YoY 🔹 Cannabis: $56.1M; -13% YoY 🔹 Distribution: $84.3M; +14% YoY 🔹 Wellness: $15.3M; flat YoY Announcements: 🔹 BrewDog achieved profitability in Q1 Other Q1 Metrics: 🔹 Cash, Restricted Cash & Marketable Securities: $221.4M Key Updates: 🔹 Debt Reduced: $42M fiscal year-to-date 🔹 Carlsberg will begin producing and selling its iconic brands in the U.S. market starting January 1, 2027 Comments: 🔸 “We are no longer dependent on a single market or regulatory catalyst.”frozen14d ago25K4654130.24%
Today's Key Events (All EST) — 10/22/2026 08:30: US Initial Jobless Claims 11:00: Kansas City Fed Manufacturing Before Open 👇 06:00: Comcast (CMCSA) 06:00: Spotify Technology (SPOT) 06:00: Dow (DOW) 06:00: PG&E (PCG) 06:00: Honeywell Technologies (HON) 06:00: Allegion plc (ALLE) 06:15: Huntington Bancshares Incorporated (HBAN) 06:25: Lockheed Martin (LMT) 06:30: Valero Energy (VLO) 06:30: PulteGroup (PHM) 06:30: Snap-on Incorporated (SNA) 06:45: Quest Diagnostics (DGX) 06:50: Bread Financial Holdings (BFH) 06:55: Tractor Supply (TSCO) 06:55: CBRE Group (CBRE) 06:55: Dover (DOV) 06:55: Roper Technologies (ROP) 07:00: American Airlines Group (AAL) 07:00: The Procter & Gamble (PG) 07:00: Nasdaq (NDAQ) 07:00: Old Republic International (ORI) 07:00: Pool (POOL) 07:45: Union Pacific (UNP) 08:15: Norfolk Southern (NSC) 08:30: Badger Meter (BMI) BMO: Nokia (NOK) BMO: Blackstone (BX) BMO: argenx SE (ARGX) BMO: THRM, FCFS, AMAL, CURB, IIIN, LAZ, MSM, LNN, TCBK, R, CIVB, CNOB, COCO, FBP, VLY, AMBP, STBA, FSV, CRS, HFWA, BPOP, KRNY, SBFG, NVR After Hours 👇 16:00: Western Digital (WDC) 16:00: 1st Source (SRCE) 16:00: Omnicom Group (OMC) 16:05: Bloom Energy (BE) 16:05: MaxLinear (MXL) 16:05: RingCentral (RNG) 16:05: Newmont (NEM) 16:05: Deckers Brands (DECK) 16:05: Comfort Systems USA (FIX) 16:05: VeriSign (VRSN) 16:05: Knowles (KN) 16:05: JAKKS Pacific (JAKK) 16:05: Kilroy Realty (KRC) 16:05: Marten Transport (MRTN) 16:05: Robert Half (RHI) 16:10: Kinsale Capital Group (KNSL) 16:15: Ameris Bancorp (ABCB) 16:15: Betterware de México, S.A.P.I. de C.V. (BWMX) 16:15: Enova International (ENVA) 16:15: Rexford Industrial Realty (REXR) 16:30: Sallie Mae (SLM) 16:30: Primis Financial (FRST) 16:30: Midland States Bancorp (MSBI) AMC: AMTB, APPF, BCML, FIBK, BYD, BHRB, PCB, PINE, SSNC, WSFS, BY, UVE, VTMX, ASB, EBC, SAM, SIGI, SPFI, AVBC, GBCI, MYFW, USCB, FRBA, HTH, BBD16h ago25K57144180.34%
Today's Key Events (All EST) — 10/12/2026 12:10: Fed's Hammack Before Open 👇 BMO: LVMH Moët Hennessyfrozen11d ago24K3945000.20%
OPENAI AGENT GAINED UNAUTHORIZED ACCESS TO AUSTRALIAN 🇦🇺 MEDICARE PORTAL Australian PM Anthony Albanese says an OpenAI-developed agent breached privacy protections on a public-facing Medicare statistics portal in June while researching medical spending. The agent accessed both public documents and files that were not meant to be publicly available. Australia says there is currently no evidence that personal information was accessed or that the broader Services Australia network was compromised. Albanese said he spoke directly with Sam Altman and called it “unacceptable” that OpenAI took roughly three months to notify the government, also criticizing the way the incident was disclosed. Australia’s Signals Directorate is now assisting with the investigation.29d ago24K86917740.51%
$AZZ Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $486.9M (Est. $463M) 🟢; +16.7% YoY 🔹 Adj. EPS: $2.00 (Est. $1.85) 🟢; +29.0% YoY 🔹 Adj. EBITDA: $110.9M (Est. $104M) 🟢 🔹 Adj. EBITDA Margin: 22.8% (Est. 22.3%) 🟢 Raises FY27 Guide: 🔹 Revenue: $1.83B-$1.88B (Est. $1.81B) 🟢 🔹 Adj. EPS: $7.00-$7.30 (Est. $7.07) 🟡 🔹 Adj. EBITDA: $380M-$420M (Est. $398M) 🟡 🔹 CapEx: ~$80M-$100M (Est. $90.1M) 🟡 Segment Sales: 🔹 Metal Coatings: $233.5M; +22.9% YoY 🔹 Precoat Metals: $253.4M; +11.5% YoY Segment Adj. EBITDA Margin: 🔹 Metal Coatings: 30.7% 🔹 Precoat Metals: 21.2%; +100 bps YoY Other Q2 Metrics: 🔹 Adj. Net Income: $60.1M (Est. $55.8M) 🟢 🔹 GAAP EPS: $1.94; -34.2% YoY 🔹 GAAP Net Income: $58.5M; -34.6% YoY 🔹 Net Leverage Ratio: 1.3x Key Updates: 🔹 Completed the acquisition of Seattle Galvanizing in Arlington, Washington. 🔹 Repurchased 136,303 shares of common stock, or $20.0 million at an average purchase price of $146.71 🔹 Cash dividend of $0.24 per share to common shareholders paid during the quarter Comments: 🔸 “We are increasing our annual financial guidance to reflect our quarterly performance, sustained sales momentum across both segments and increased confidence in our outlook for the remainder of fiscal year 2027.”frozen9d ago24K55722150.37%
Today's Key Events (All EST) — 10/16/2026 09:15: US Industrial Production MoM 13:00: US Baker Hughes Total Rig Count 14:00: US Federal Budget Balance 16:00: US Overall Net Capital Flows 16:00: Monthly OPEX Before Open 👇 05:30: M&T Bank (MTB) 06:00: Regions Financial (RF) 06:20: Citizens Financial Group (CFG) 06:30: Truist Financial (TFC) 06:55: The Travelers Companies (TRV) 08:30: Ladder Capital (LADR)frozen7d ago24K66106030.35%
CHINA’S 🇨🇳 CHIP EQUIPMENT IMPORTS JUMP 16% IN AUGUST China imported $4.76B of semiconductor manufacturing equipment in August, the first YoY rebound after declines since late 2025. • Front-end equipment: +24% YoY • Packaging equipment: +34% • Singapore shipments: +52% • U.S. shipments: -8% Jefferies says U.S. equipment makers appear to be routing more China-bound exports through Singapore, Malaysia and other locations. YTD imports are still down 5% at $30.69B, but the decline has been narrowing.29d ago24K102943140.54%
SAMSUNG WALLET TO ADD USDC ON SUI, TARGETING 82M U.S. GALAXY DEVICES Eligible users will be able to hold and send USDC directly through Samsung Wallet, with zero network fees on supported transfers and no need to buy or hold SUI. The rollout will begin in the U.S. before expanding to additional markets, with a focus on cross-border payments and remittances. USDC will be the only supported asset in the integration at launch. The SUI token itself will not be supported.frozen15d ago24K6088050.33%
A group of 17 Democratic senators is asking President Trump to use this week’s summit with Xi Jinping to pursue a 🇺🇸 U.S.-China 🇨🇳 agreement that could mutually slow, or potentially pause, frontier AI development, per Politico. The letter, led by Sen. Chris Van Hollen, calls for shared guardrails around advanced AI. Trump has taken the opposite approach, saying the U.S. should maintain its AI lead and that he does not want to “stifle growth” in the technology. Source: Politico29d ago24K56512050.32%
Today's Key Events (All EST) — 09/28/2026 08:15: Fed's Bowman 10:30: Dallas Fed Mfg. Bus. Index 13:25: Fed's Cook 13:30: Fed's Barkin Before Open 👇 07:00: Genius Group $GNS After Hours 👇 16:05: Vail Resorts MTN 16:10: Inventiva IVA 16:15: Jefferies Financial Group JEF 17:00: Sangoma Technologies SANG25d ago24K58107090.35%
Today's Key Events (All EST) — 10/06/2026 08:15: US ADP Wkly Employment Change 08:30: US Trade Balance 10:45: Fed's Bowman 13:00: US 3-Year Note Auction 13:15: Fed's Schmid Before Open 👇 06:30: Apogee Enterprises (APOG) 06:45: RPM International (RPM) 08:00: Lamb Weston Holdings (LW) After Hours 👇 16:05: Penguin Solutions (PENG) 16:05: Constellation Brands (STZ) 16:05: Saratoga Investment (SAR) 16:15: Worthington Steel (WS) 18:10: Neogen (NEOG)frozen17d ago24K59111070.32%
🇺🇸 INITIAL JOBLESS CLAIMS 197K VS 200K EXPECTED28d ago24K100122010.48%
French 🇫🇷 President Emmanuel Macron says G7 leaders have agreed to release up to 100M barrels of emergency diesel and crude oil stocks over four months to help ease pressure on fuel markets.frozen20d ago24K144175140.71%
Shoutout to our partner @WOLF_Financial for a great discussion on the humanoid robotics space.frozen28d ago24K3533030.18%
Shoutout to our partner @WOLF_Financial, hosting Kurv Invest CEO Howard Chan to discuss inflation and debasement.28d ago24K2110020.10%
ENVATO LAUNCHES BURST MODE: UP TO 6 AI IMAGE CONCEPTS FOR 1 CREDIT The new feature enables up to 10x faster visual exploration inside its AI image generator. Users can start with an idea or reference image, compare results side by side and guide them with moodboards, style settings and creativity controls. “Vary” explores a different direction, “More like this” generates similar alternatives, and “Polish” refines the selected image. https://t.co/9Mt3vj6AzFfrozen15d ago24K3225010.17%
Salesforce $CRM is launching Hyperagent in Slack. Teams can deploy autonomous AI agents to source leads, test ads, run reports and create research/docs. Agents share memory, hand off tasks and only loop in humans when needed. https://t.co/lkgksbNVRC24d ago24K7413141110.47%
$META VR Glasses (100grams) https://t.co/W2QactddER29d ago24K97311120.48%
$SAP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: €10,270M (Est. €10.13B) 🟢; +13% YoY 🔹 Adj. EPS: €1.89 (Est. €1.87) 🟢; +19% YoY 🔹 Current Cloud Backlog: €24.1B; +28%, +26% cc FY26 Guide: 🔹 Cloud Revenue (cc): €25.8B-€26.2B; upper end 🔹 Cloud & Software Rev (cc): €36.3B-€36.8B; upper end 🔹 Non-IFRS Oper Profit (cc): €11.8B-€12.2B 🔹 Free Cash Flow: ~€10B 🔹 Non-IFRS Tax Rate: ~29% Q3 Revenue Mix: 🔹 Cloud ERP Suite: €5,924M; +29% YoY 🔹 Cloud & Software: €9,249M; +15% YoY 🔹 Software Support: €2,434M; -5% YoY 🔹 Software Licenses: €147M; -9% YoY 🔹 Services: €1,021M; -4% YoY Other Q3 Metrics: 🔹 Non-IFRS Oper Margin: 29.5%; +1.2pp YoY 🔹 Non-IFRS Cloud Gross Margin: 74.3%; -0.8pp YoY 🔹 IFRS EPS: €1.96; +14% YoY 🔹 Free Cash Flow: €1,718M; +36% YoY Capital Return: 🔹 Share Repurchases: ~€4.2B under the program Key Updates: 🔹 Outlook: Cloud revenue and cloud & software revenue are expected toward the upper end of their ranges 🔹 Acquisition: SAP entered into an agreement to acquire TechWolf1d ago24K1442063160.79%
OpenAI fired three safety researchers who allegedly shared confidential information, per WSJ. https://t.co/2NgONG6b6M21d ago24K1111017170.61%
Nvidia-backed Firmus is in talks to raise $10B to buy $NVDA chips for its 360MW AI data center in Batam, Indonesia, ahead of an Australian IPO that could raise up to $5B Financing: $7.5B debt + $2.5B equity Nvidia is also expected to provide revenue-sharing and credit support https://t.co/z0Gm5g5SA91mo ago24K1931318390.99%
Venture Global $VG has signed a 20-year LNG supply agreement with ConocoPhillips. $COP will buy 1.0 million tonnes of LNG per year starting in 2030, implying roughly 20 million tonnes over the full contract term. Supply will come from Venture Global’s U.S. LNG portfolio. https://t.co/gtVlKk2Stifrozen21d ago24K9411120120.54%
ANGIODYNAMICS $ANGO Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $80.9M (Est. $80.5M) 🟢; +6.9% YoY 🔹 Adj. EPS: -$0.04 (Est. -$0.11) 🟢 🔹 Gross Margin: 59.4%; +410 bps YoY Affirms FY27 Guide: 🔹 Revenue: $336.0M-$341.0M (Est. $337M) 🟡 🔹 Adj. EPS: -$0.29--$0.24 (Est. -$0.27) 🟡 🔹 Adj. EBITDA: $13.0M-$16.0M (Est. $13.8M) 🟡 🔹 Gross Margin: 54% to 55% 🔹 Med Tech Growth: 12% to 15% 🔹 Med Device Growth: Flat Cash Flow: 🔹 Cash from Operations: $15.3M used Segment Net Revenue: 🔹 Med Tech: $39.9M; +13.2% YoY 🔹 Med Device: $41.0M; +1.4% YoY 🔹 Auryon: $18.9M; +14.7% YoY 🔹 Mechanical Thrombectomy: $12.0M; +6.7% YoY 🔹 NanoKnife: $8.3M; +29.0% YoY Announcements: 🔹 CEO: Eric Honroth appointed effective November 2, 2026 🔹 FDA IDE approval for the RELIEF study evaluating NanoKnife IRE for benign prostatic hyperplasia Other Q1 Metrics: 🔹 Adj. EBITDA: $5.0M (Est. $1.3M) 🟢; +127% YoY 🔹 Cash: $34.0M; debt-free balance sheet Comments: 🔸 “Med Tech again led our growth, highlighted by Auryon's 21(st) consecutive quarter of double-digit atherectomy growth, continued performance in Mechanical Thrombectomy, and ongoing strength in our NanoKnife oncology platform.” 🔸 “I'm pleased to share that Eric Honroth will become our next President and Chief Executive Officer. He brings the right experience and leadership to build on the foundation we've established, and I will remain closely involved to ensure a smooth transition.”frozen14d ago24K3124040.17%
Elon Musk says Tesla aims to integrate its next-gen AI5 chip into Optimus around April 2027. https://t.co/ZbDhpA65fT23h ago24K20514131131.04%
Creatify just launched Boreal-H3, its new video model built specifically for ads, alongside Ad Agent powered by Claude Opus 5.5. I used Opus 5.5 + Boreal-H3 to make an earnings season ad for Wall St Engine without giving it much direction. And here’s what it came up with: https://t.co/wvTzuaBz4522d ago24K2024020.12%
Today's Key Events (All EST) — 10/02/2026 08:30: US Nonfarm Payrolls 08:30: US Unemployment Rate 10:00: US Factory Orders MoM 10:00: Fed's Logan 13:00: US Baker Hughes Total Rig Countfrozen21d ago24K83117150.45%
Goldman Sachs $GS reportedly made hundreds of millions in incentive fees from clients’ early SpaceX investments after its IPO, on top of ~$100M in advisory fees from the listing. https://t.co/SO8hlKzaCCfrozen20d ago24K84310070.44%
Beacon has launched an open-source memory system for AI coding agents, alongside a $5.5 million seed round announced by its team. The software captures coding sessions and converts useful debugging patterns, fixes and corrections into reusable skills. It supports more than 20 coding tools, including Claude Code, Cursor and Codex. Beacon uses decision models such as Jev to identify information worth retaining. Developers can also start a task in Claude Code and continue it in Codex with one command, transferring context between tools. https://t.co/wVdm2JA5Yr2d ago24K3677010.21%
BASELAYER RAISES $35M SERIES A TO BUILD IDENTITY INFRASTRUCTURE FOR AI AGENTS Baselayer is launching “Agentic Identity” for AI agents that browse, transact and act on users’ behalf. Its system includes: • Verifying the agent & who authorized it • Checking who the agent is interacting with • A Trusted Registry for verified agents & businesses • MCP integrations for developers to add these checks directly into agentic products Founder Jonathan Awad says today’s fraud systems were built for humans, not autonomous agents that may make payments or share sensitive information. The round included M13, Picus Capital, Torch, Afore VC, Sequel and Koro Capital. https://t.co/vcF1N3vHFy24d ago24K4359140.26%
DARDEN $DRI Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.2B (Est. $3.21B) 🔴; +5.1% YoY 🔹 Adj. EPS: $2.05 (Est. $2.06) 🔴; +4.1% YoY 🔹 Blended Comps: +3.1% fiscal; +3.2% comparable Affirms FY27 Guide: 🔹 Adjusted EPS: $11.10-$11.35 (Est. $11.29) 🟡 Segment Net Revenue: 🔹 Olive Garden: $1.3B 🔹 LongHorn Steakhouse: $860.9M 🔹 Fine Dining: $304.2M 🔹 Other Business: $705.4M Other Q1 Metrics: 🔹 Olive Garden Same-Restaurant Sales: +1.1% fiscal calendar 🔹 LongHorn Steakhouse Same-Restaurant Sales: +6.2% fiscal calendar 🔹 Fine Dining Same-Restaurant Sales: +1.6% fiscal calendar 🔹 Other Business Same-Restaurant Sales: +3.8% fiscal calendar 🔹 Olive Garden Segment Profit: $270.8M 🔹 LongHorn Steakhouse Segment Profit: $154.6M Capital Return: 🔹 Dividend: $1.62/share 🔹 Buybacks: $222.3M Comments: 🔸 “each of our segments delivering positive same-restaurant sales”28d ago24K4496110.26%
FED’S COOK: The top risk for 2027 is AI, which is “already causing inflationary pressure” and is “not slowing down.” Cook says the AI buildout is the top economic development and warns the U.S. should have been better prepared for a skills shortage.frozen21d ago24K75722170.47%
Elon Musk says Optimus may take “at least a year, maybe a little longer” to reach 20K robots/week (~1M annually). AI, reliability & lifespan need work: “expect these issues to be solved around the end of next year” Deliveries to companies outside $TSLA is expected in late 2027 https://t.co/sGL3TvwheQ1d ago24K891145100.50%
The team behind Moda has launched Voyager, an AI agent that can operate 100+ creative apps, including Blender, After Effects, DaVinci Resolve and Ableton. It connects models such as Opus, Astra and DeepSeek with desktop files and tools to help create videos, graphics, music and games. Voyager also includes free graphics, music and video editing tools. Its launch thread features examples of music composition, commercials and video workflows. The team says it has raised $16M from investors including Y Combinator, General Catalyst and Pear VC.frozen14d ago24K4213070.22%
TRAVELERS $TRV Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.41B; flat YoY 🔹 Adj. EPS: $9.18 (Est. $7.27) 🟢; +13% YoY 🔹 Net Written Premiums: $11.48B (Est. $11.38B) 🟢 🔹 Combined Ratio: 86.8%; -0.5 pts YoY 🔹 Core ROE: 22.1%; -0.5 pts YoY Segment Net Written Premiums: 🔹 Business Insurance: $5.87B; +3% YoY 🔹 Bond & Specialty: $1.21B; +12% YoY 🔹 Personal Insurance: $4.40B; -7% YoY Other Q3 Metrics: 🔹 Underlying Combined Ratio: 84.1%; +0.2 pts YoY 🔹 Net Investment Income: $908M; +6% YoY 🔹 Core Pre-Tax Income: $2.40B (Est. $1.87B) 🟢 🔹 Core Income: $1.95B; +4% YoY 🔹 GAAP EPS: $9.04; +10% YoY Capital Return: 🔹 Total Capital Returned: $1.77B 🔹 Buybacks: $1.51B 🔹 Dividend: $1.25/share Comments: 🔸 “Our high-quality investment portfolio generated after-tax net investment income of $908 million, an increase of 7%.”frozen6d ago24K671012050.40%
Fed’s Jefferson says the September rate hike will help anchor inflation expectations. The Fed may need “more time” before deciding on its next move.21d ago24K76512120.41%
TSMC is deepening its AI chip design ties with Cadence and Synopsys. Cadence $CDNS says its UALink IP is silicon-proven on TSMC’s advanced nodes, while Synopsys $SNPS is expanding its partnership around agentic AI and advanced chip design.29d ago24K1091162150.61%
Vaxcyte $PCVX says VAX-31, its 31-valent pneumococcal vaccine, met all primary endpoints in pivotal adult Phase 3. It achieved noninferiority across all 32 serotype comparisons, with safety similar to PCV20/PCV21. OPUS-2/3 data due H1 2027. https://t.co/BAasUkKWVo17d ago24K5764070.31%
TRUMP EXPECTED TO PICK JAY CLAYTON TO BE NEW AI CZAR: CNN https://t.co/6EIArWcgI4frozen20d ago24K75318250.44%
Bland has launched iMessage agents for businesses, with setup the company says takes 30 seconds. You send a website link, and Bland builds an agent with your business’s branding that can connect to your systems. Customers can then message it to ask questions, get help with bookings or make payments directly in the chat. It also supports message reactions and interactive elements within the conversation. @usebland @zaygranet https://t.co/924x70I7W6frozen7d ago23K25340100.18%
EX-TESLA DOJO FOUNDERS’ AI CHIP STARTUP NEARS $10B VALUATION DensityAI, founded just a year ago by former leaders of Tesla’s Dojo supercomputer team, is in advanced talks to raise 100s of millions of dollars at a $10B valuation, per The Information. The startup has told investors it secured an agreement under which AWS would buy its future chips if they meet certain performance requirements. DensityAI is developing AI inference chips using 3D DRAM stacking, placing memory directly above compute to reduce data movement and potentially improve speed and energy efficiency. Andreessen Horowitz has been in talks to lead the round. Source: The Informationfrozen28d ago23K1039100140.58%
$CME is withdrawing plans for a 24/7, 10-barrel crude oil contract. Industry feedback raised concerns around added risk and unintended consequences. CME says it may revisit the product after further CFTC review.frozen20d ago23K73812210.41%
OpenAI CEO Sam Altman is expected to tell the UN Security Council that countries should adopt common global AI safety standards while avoiding rules that could slow innovation. Source: Reuters29d ago23K8566080.45%
DISNEY $DIS IS RAISING STREAMING PRICES New monthly pricing: Disney+ ad-free: $21.49, up $2.50 (+13%) Disney+ & Hulu ad-free bundle: $21.99, up $2 Disney+ or Hulu with ads: $12.49, up $0.50 Disney+ & Hulu with ads bundle: $12.99, unchanged So basically, you can get both Disney+ and Hulu with ads for just $0.50 more than either standalone plan.29d ago23K58912040.36%
Nvidia CEO Jensen Huang on @ezraklein’s podcast says AI labs don’t need outside help to slow down: “If I believe that I’m about to launch a product that is unsafe, it is completely in my ability, my power and my responsibility to not launch the product.” "The fact of the matter is, there are so many laws, there's so many obligations, they're so incentivized to ship safe products." "If they ship unsafe products, their customers go away. If they ship unsafe products and they harm somebody, they could have a civil lawsuit." "If they ship some something, and they did it knowingly, there could be negligence involved. There could be criminal lawsuits." "The fact of the matter is, there are plenty of incentives for them to do it right. So I just, I have to disagree with your premise about somehow somebody's pushing them to do this." Source: The New York Times / The Ezra Klein Show29d ago23K15416100470.98%
DEEPSEEK SET TO RAISE AT LEAST $12B IN TENCENT, CATL-LED ROUND AHEAD OF 2027 IPO DeepSeek is nearing at least $12 billion in new funding, significantly above its initial target of roughly $7.5 billion, as investor demand surged following the release of its latest AI model, according to Bloomberg. Tencent and battery giant CATL are among the largest investors in the round. Based on signed term sheets, the final raise could approach 100 billion yuan, or roughly $15 billion. DeepSeek had originally targeted a valuation of about 500 billion yuan, roughly $75 billion, for the financing. Once the round closes, the company is expected to begin restructuring in preparation for an IPO targeted for early 2027. Reuters previously reported DeepSeek was preparing for a potential mainland China listing. The new capital will help fund DeepSeek’s rapidly growing AI infrastructure needs. The company plans to deploy at least 160,000 of Huawei’s highest-end AI accelerators at a massive new data center in Inner Mongolia, while continuing to develop open AI models and pursue artificial general intelligence. DeepSeek previously raised more than $7 billion in its first external funding round earlier this year, with Tencent and CATL also participating. The latest financing would position DeepSeek for one of the most closely watched Chinese technology IPOs in years, alongside rival Moonshot AI, which is also targeting a 2027 public listing. Source: Bloombergfrozen17d ago23K942313080.59%
Elon Musk says Tesla is aiming to produce 5 million vehicles annually by around 2030, compared with roughly 2M expected in 2026. “Demand is growing rapidly for our vehicles. It's exceeding our production by a significant margin.” That implies roughly 26% annual growth. https://t.co/fWeMnzf9MQ1d ago23K13812224110.81%
BANK OF NEW YORK MELLON $BNY Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.68B (Est. $5.55B) 🟢; +12% YoY 🔹 Adj. EPS: $2.37 (Est. $2.27) 🟢; +24% YoY 🔹 GAAP EPS: $2.34; +24% YoY 🔹 Fee Revenue: $4.08B; +12% YoY 🔹 Net Interest Income: $1.42B; +15% YoY 🔹 Pre-Tax Margin: 38.5% Segment Revenue: 🔹 Securities Services: $2.82B; +15% YoY 🔹 Market & Wealth Services: $1.98B; +12% YoY 🔹 Investment & Wealth Mgmt: $857M; +4% YoY Other Q3 Metrics: 🔹 Investment Services Fees: $2.97B 🔹 Net Interest Margin: 1.43%; +12 bps YoY 🔹 Noninterest Expense: $3.49B; +8% YoY 🔹 Net Income to Common: $1.61B; +20% YoY 🔹 Provision for Credit Losses: $1M 🔹 ROE: 16.0% 🔹 ROTCE: 29.0% 🔹 CET1 Ratio: 10.9% 🔹 Book Value per Share: $58.43 (Est. $59.97) 🔴 🔹 Tangible Book Value per Share: $32.22 Capital Return: 🔹 Dividends: $436M 🔹 Share Repurchases: $937M Key Updates: 🔹 Notable items: $0.03 impact on diluted EPS (severance expense, litigation reserves), GAAP below adjusted 🔹 Total payout ratio: 86% year-to-datefrozen7d ago23K95168180.55%
$MSCI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $892.0M (Est. $886M) 🟢; +12.4% YoY 🔹 Adj. EPS: $5.11 (Est. $5.02) 🟢; +14.3% YoY 🔹 Adj. EBITDA: $554.8M (Est. $551M) 🟢; +12% YoY 🔹 Adj. EBITDA Margin: 62.2% (Est. 62.4%) 🔴 FY26 Guide: 🔹 Free Cash Flow: $1,485M-$1,545M 🔹 Adj. EBITDA Expense: $1,340M-$1,370M 🔹 Operating Expense: $1,535M-$1,575M 🔹 Capex: $160M-$170M Segment Revenue: 🔹 Index: $532.6M; +18.1% YoY 🔹 Analytics: $191.0M; +4.8% YoY 🔹 Sustainability and Climate: $93.7M; +4.0% YoY 🔹 Private Assets: $74.7M; +6.7% YoY Other Q3 Metrics: 🔹 GAAP EPS: $4.86; +14.4% YoY 🔹 Net Income: $351.0M; +7.9% YoY 🔹 Adj. Net Income: $369.0M (Est. $360M) 🟢 🔹 Operating Income: $502.1M; +12.2% YoY 🔹 Free Cash Flow: $385.4M (Est. $414M) 🔴 🔹 Organic Revenue Growth: 12.3% 🔹 Total Run Rate: $3.57B; +12.1% YoY 🔹 Organic Subscription Run Rate Growth: 8.7% 🔹 Retention Rate: 95.0% 🔹 Asset-Based Fees: +24.9% YoY 🔹 Recurring Subscription Revenues: +7.7% YoY 🔹 Total Debt to Adj. EBITDA: 3.2x Key Updates: 🔹 Acquisition-related costs: $0.01/share 🔹 Acquired intangible amortization: $0.29/share 🔹 Income tax effect: -$0.05/share 🔹 Share repurchases: $552.3M during the quarter 🔹 Cash dividend: $2.05/share for Q4 2026 🔹 Agreed to acquire First Street Technology Comments: 🔸 “Thanks to these results, we entered Q4 with solid momentum and strong client engagement across our franchise.”2d ago23K129161260.67%
Sonnet 5.5 beats Opus 5.5 in Agentic coding (Terminal Bench 4.0) 😮 https://t.co/DBHYkExG8c24d ago23K9187080.49%
M&T BANK $MTB Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Interest Income: $1.79B; +2% YoY 🔹 Noninterest Income: $743M; -1% YoY 🔹 EPS: $5.04 (Est. $4.96) 🟢; +5% YoY 🔹 Adj. EPS: $5.08; +4% YoY 🔹 Net Income: $775M; -2% YoY Other Q3 Metrics: 🔹 Net Interest Margin: 3.65%; -4 bps YoY 🔹 Efficiency Ratio: 54.4% 🔹 Return on Avg. Common Equity: 11.44% 🔹 Return on Avg. Assets: 1.40%; -9 bps YoY 🔹 CET1 Ratio: 10.16% 🔹 Provision for Credit Losses: $135M 🔹 Income Before Taxes: $1.01B (Est. $992M) 🟢 🔹 Book Value/Share: $174.95 (Est. $180.40) 🔴 Capital Return: 🔹 Share Repurchases: $323M (1.3M shares) 🔹 Dividend: $1.50/share Key Updates: 🔹 Average loans grew $2.6B reflecting higher average commercial real estate loan balances of $1.6B, consumer loan balances of $634M and residential real estate loan balances of $367M. 🔹 Mortgage banking revenues increased $25M reflecting a rise in residential mortgage loan sub-servicing income. 🔹 The Company began sub-servicing $62.9B of additional residential mortgage loans. Comments: 🔸 “M&T's third quarter results were highlighted by strong loan and deposit growth, stable credit and a solid capital position.”frozen7d ago23K5878110.33%
Boston Dynamics spinout Dynamic Creatures is introducing robot characters designed to roam theme parks, hotels and resorts and interact with guests in real time. Its SnowJay AI platform coordinates how the robots move, perceive their surroundings and respond. The team uses motion capture and reinforcement learning to teach natural movement, with professional puppeteers helping shape the characters’ expressions. The goal is for each character to adapt to the person in front of it as the interaction unfolds. Dynamic Creatures is Boston Dynamics’ official hospitality and entertainment partner. https://t.co/GMnOyye6CEfrozen6d ago23K4204060.23%
FASTENAL $FAST Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.46B (Est. $2.44B) 🟢; +15.5% YoY 🔹 EPS: $0.35 (Est. $0.34) 🟢; +19.8% YoY 🔹 Gross Margin: 44.8% (Est. 44.4%) 🟢; -40 bps 🔹 Oper Margin: 21.5% (Est. 20.9%) 🟢 FY26 Guide: 🔹 CapEx, Net of Proceeds: $310.0-$330.0 🔹 Device Signings Goal: 27,000-29,000 MEUs Daily Sales Growth (YoY): 🔹 Total Manufacturing: +17.2% 🔹 Heavy Manufacturing: +20.2% 🔹 Non-residential Construction: +12.0% 🔹 Contract Sales: +18.8% Other Q3 Metrics: 🔹 Oper Income: $530.8M (Est. $511M) 🟢 🔹 Net Income: $401.6M (Est. $387M) 🟢 🔹 Operating Cash Flow: $421.6M (Est. $367M) 🟢 🔹 Daily Sales: $38.5M; +15.5% YoY 🔹 FMI Sales: $1.12B; +14.6% YoY 🔹 Digital Footprint Sales: $1.54B; +16.1% YoY 🔹 Device Signings: 7,484 MEUs Key Updates: 🔹 2026 device signings goal cut from 28,000-30,000 MEUs 🔹 The impact of product pricing on net sales in the third quarter of 2026 was an increase of approximately 240 basis points 🔹 A continued shift in customer mix toward larger customers reduced gross margin by approximately 50 basis points 🔹 During the third quarter of 2026, we returned $328.4, or 81.8% of net income, to our shareholders in the form of dividends ($298.2) and share repurchases ($30.2)frozen8d ago23K88124090.49%
Nvidia CEO Jensen Huang sat down with New York Times Opinion for @ezraklein’s podcast. Full interview: https://t.co/Q8rnqL0zIl29d ago23K4075070.26%
PROGRESS SOFTWARE $PRGS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $246M (Est. $247M) 🔴; -2% YoY 🔹 Adj. EPS: $1.69 (Est. $1.51) 🟢; +13% YoY 🔹 ARR: $873M; +1% YoY constant currency 🔹 Adj. Oper Margin: 43% (Est. 38.3%) 🟢; +300 bps YoY 🔹 Adj. Free Cash Flow: $87.2M; +17% YoY FY26 Guide: 🔹 Revenue: $1.0B-$1.1B; from $990M-$1.0B 🔹 Adj. EPS: $6.15-$6.23; from $6.09-$6.21 🔹 Adj. FCF: $275M-$283M; from $271M-$283M Q4 Guide: 🔹 Revenue: $297M-$305M 🔹 Adj. EPS: $1.24-$1.33 Key Updates: 🔹 Domo acquisition: Acquisition of Domo's AI and Data Platform Business Closed 🔹 Buybacks: $14.3M of common stock repurchased Comments: 🔸 “With the recent close of the Domo AI and Data platform acquisition, we are further strengthening our ability to help customers unlock the value of their data and accelerate AI-powered innovation.”22d ago23K36410100.22%
Novo $NVO said a real-world study found adults with type 2 diabetes who raised their Ozempic dose to 2 mg from 1 mg had a lower risk of major cardiovascular events than those who switched to $LLY Eli Lilly's Mounjaro, per Reuters.23d ago23K1241341140.68%
TRUMP CALLS FOR POWELL TO RESIGN OVER FED RENOVATION President Trump says Jerome Powell should resign from the Federal Reserve Board after the Fed’s Inspector General found significant deficiencies in the management of its headquarters renovation. The project’s approved budget is now $2.46B, with costs roughly $1B above earlier estimates. One major finding: the Fed never established the planned “guaranteed maximum price” with its construction manager, leaving it exposed as subcontracting costs continued to rise. However, the watchdog found no administrative misconduct and no grounds for a criminal referral involving Powell or other Fed officials. Trump said he has asked the Justice Department to review the report and called for Powell to resign immediately.22d ago23K72410240.40%
U.S. BANCORP $USB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.97B (Est. $8.01B) 🔴; +8.7% YoY 🔹 EPS: $1.34 (Est. $1.33) 🟢; +9.8% YoY 🔹 Net Interest Income (TE): $4.49B; +5.6% YoY 🔹 Noninterest Income: $3.48B; +13.1% YoY 🔹 Capital Markets Revenue: $640M; +69.3% YoY Segment Net Revenue: 🔹 Wealth & Corporate: $4.00B; +19.9% YoY 🔹 Payment Services: $1.87B; +6.5% YoY Announcements: 🔹 Launched USBDC Stablecoin 🔹 Launched Business Essentials and Business Essentials Plus small-business credit cards Other Q3 Metrics: 🔹 Net Interest Margin: 2.84%; +9 bps YoY 🔹 Efficiency Ratio: 55.9% 🔹 Avg Loans: $409.5B; +8.0% YoY 🔹 Avg Deposits: $526.6B; +2.9% YoY 🔹 Provision for Credit Losses: $654M; +14.5% YoY 🔹 Net Charge-off Ratio: 0.51% 🔹 CET1 Ratio: 10.8% 🔹 Return on Tangible Common Equity: 18.5% 🔹 Book Value per Share: $38.27 (Est. $39.91) 🔴 🔹 Net Income: $2.20B; +10.0% YoY Key Updates: 🔹 Initial provision for credit losses: $135M related to the purchase of a small business credit card portfolio 🔹 Initial allowance for acquired credit losses: $55M related to the purchase of the small business credit card portfolio 🔹 Dividend: $.54 per common share Comments: 🔸 “We reported a full quarter of BTIG results, which drove an increase of 69.3% year-over-year in capital markets revenue.”frozen7d ago23K64104120.35%
Goldman Sachs upgraded Occidental to Buy from Neutral and raised its PT to $69 from $63. $OXY has made “structural improvements” through better capital efficiency and deleveraging, and highlighted its $4B cash flow improvement target by 2030. https://t.co/PSMomDMyoT22d ago23K7164150.38%
Disney $DIS plans to cut hundreds of jobs and consolidate divisions as part of a restructuring of its television operations, according to the WSJ.frozen21d ago23K74514010.41%
TRUIST $TFC Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $5.3B (Est. $5.36B) 🔴 🔹 Adj. EPS: $1.16 (Est. $1.11) 🟢; +12% YoY 🔹 GAAP EPS: $0.56 🔹 TE Revenue: $3.79B 🔹 Net Interest Income (TE): $3.71B; +0.7% YoY 🔹 Noninterest Income: $84M 🔹 GAAP Net Income to Common: $0.68B Fee Income: 🔹 Investment Banking & Trading: $324M; +0.3% YoY 🔹 Wealth Management: $407M; +8.8% YoY 🔹 Card & Treasury Mgmt Fees: $347M; +2.1% YoY Other Q3 Metrics: 🔹 Net Interest Margin (TE): 3.00%; -1 bps YoY 🔹 Efficiency Ratio: 82.9% 🔹 Provision for Credit Losses: -$253M 🔹 NCO Ratio: 0.77% 🔹 CET1 Ratio: 10.7% 🔹 ROTCE: 7.2% 🔹 BVPS: $46.78 (Est. $49.22) 🔴 🔹 Avg Loans HFI: $325.5B 🔹 Avg Deposits: $410.7B Capital Return: 🔹 Repurchases: $1.2B 🔹 Dividend: $0.52/share Key Updates: 🔸 Loss on the sale of AFS securities: $1.4B pre-tax, $0.90 per share 🔸 Reserve recapture benefit: $581M pre-tax, $0.36 per share 🔸 RAC loan sale impacts: $106M pre-tax, $0.06 per share 🔸 LightStream: Agreement to sell $7.7B of unsecured consumer loans to Carlyle Group Inc. Comments: 🔸 “We’re simplifying the company and focusing our resources, capital, and expenses on the businesses and capabilities that will help us become the most important financial partner to our clients.”frozen6d ago23K4279130.27%
Envato has launched Edit with AI, letting you take an existing photo and change the parts that don’t fit your project. Say you find a product shot you like, but need a different background for an ad. You can change the setting, adjust the lighting or extend the image to fit a different layout. You can start with an image from Envato’s stock library or upload your own reference image. https://t.co/U5onkFmbKufrozen7d ago23K2626060.17%
Citigroup raised its 12-month Bitcoin price forecast to $113,000 from $82,000 Bitcoin is down 4% YTD https://t.co/hHmyal2oLY22d ago23K8957140.46%
SUI BASECAMP 2026: HERE’S EVERYTHING ANNOUNCED, FROM SAMSUNG WALLET TO A 40.6M TPS DEMO Sui wrapped up its two-day Basecamp event in Singapore with major announcements across payments, AI, Bitcoin finance and blockchain infrastructure. Samsung Wallet is integrating USDC on Sui, potentially reaching 82M U.S. Galaxy devices, with zero network fees on supported transfers. Sui demonstrated 40.6M TPS through programmable offchain tunnels that settle to mainnet, surpassing its previous test record of roughly 6.1M. Hashi’s Bitcoin finance mainnet begins rolling out this month with over $500M in committed capital and Anchorage Digital joining as a launch partner. On the AI side, Alibaba Cloud announced a collaboration on agent payments, while Mysten Labs and Google Cloud introduced Verifiable Agent Arbiter to help enterprises verify that AI agents act within authorized limits. Other announcements included Walrus Console for AI app data, Sui Agent Pass, Sui Threat Intelligence, and Circle’s CCTP V2 going live. The event also featured live AI demonstrations and a trading competition on Hudi, with @TraderMayne taking the top spot. https://t.co/VPIAx8ZuT8frozen14d ago23K2652120.16%
STEEL DYNAMICS $STLD Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.51B (Est. $6.43B) 🟢 🔹 EPS: $5.26 (Est. $5.41) 🔴; +92% YoY 🔹 Operating Income: $1.01B (Est. $1.06B) 🔴 🔹 Net Income: $756M (Est. $790M) 🔴; +87% YoY 🔹 Adj. EBITDA: $1.19B (Est. $1.24B) 🔴 Cash Flow: 🔹 Operating Cash Flow: $845.8M 🔹 Capital Investments: $150M 🔹 Share Repurchases: $276M 🔹 Cash Dividends: $76M Segment Operating Income: 🔹 Steel: $1.03B 🔹 Steel Fabrication: $90.6M 🔹 Metals Recycling: $33.0M 🔹 Aluminum: -$26.2M Other Q3 Metrics: 🔹 Steel Shipments: 3.8M tons (record) 🔹 Avg Steel Price: $1,400/ton 🔹 Avg Scrap Cost: $404/ton 🔹 Aluminum FRP Shipments: 55,000 metric tons Key Updates: 🔹 Customer order activity has continued to strengthen since the end of 2025, with the order backlog now 50 percent higher than a year ago and extending into the second quarter 2027. 🔹 All three cold mills are now operational which provides us the ability to achieve our annual volume expectations, and the first of two Continuous Annealing and Solution Heat (CASH) lines is operating and is expected to ship finished automotive products before the end of the year. 🔹 Liquidity of $2.4B as of September 30, 2026 Comments: 🔸 “We remain firmly committed to the health and safety of our teams, their families, and the communities we serve, while meeting the evolving needs of our customers.”3d ago23K401010040.28%
stan is spending about $3M on launchpad, a startup competition 100 founders across 30 teams have 14 days to go from idea to revenue while building in public at a camp outside NYC the winning team gets $100K Gary Vee, Daymond John & Zach Yadegari are among the guest mentors https://t.co/SYxVWDU9Oxfrozen15d ago23K2006030.13%
LOCKHEED MARTIN $LMT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $20.71B (Est. $20.49B) 🟢; +11% YoY 🔹 EPS: $7.97 (Est. $7.43) 🟢; vs $6.95 LY 🔹 Operating Profit: $2.44B (Est. $2.42B) 🟢 🔹 Operating Margin: 11.8%; vs 12.3% LY FY26 Guide: 🔹 Revenue: $80.00B-$82.00B (Est. $80.96B) 🟡 🔹 EPS: $30.35-$30.75 (Est. $30.43) 🟡 🔹 Free Cash Flow: $7.80B-$8.00B (Est. $7.11B) 🟢 🔹 Oper Profit: $9.52B-$9.62B (Est. $9.65B) 🔴 🔹 Segment Operating Profit: $8.58B-$8.68B Cash Flow: 🔹 Free Cash Flow: $3.00B (Est. $1.56B) 🟢 🔹 Cash from Operations: $3.44B 🔹 Capital Expenditures: $439M Segment Sales: 🔹 Aeronautics: $8.2B; +13% YoY 🔹 Missiles and Fire Control: $4.5B; +24% YoY 🔹 Rotary and Mission Systems: $4.5B; +3% YoY 🔹 Space: $3.5B; +4% YoY Other Q3 Metrics: 🔹 Backlog: $292.0B (record) 🔹 Segment Operating Profit: $2.23B; +10% YoY 🔹 Segment Operating Margin: 10.8%; vs 10.9% LY 🔹 F-35 Deliveries: 43 Key Updates: 🔹 Updates 2026 financial outlook 🔹 Record backlog includes $52.5B associated with the multi-year award to produce PAC-3 Missile Segment Enhancement (MSE) interceptors 🔹 F-35 Lots 20-22 costs incurred began to exceed current contractual authorization and funding Comments: 🔸 “The sustained financial momentum across our portfolio gives us confidence to increase our outlook for sales, earnings per share and free cash flow, the second consecutive quarter we have raised our financial guidance.”11h ago23K1462273110.83%
Companies adopting Nvidia's Openshell https://t.co/EqXZmPusNx2d ago23K146561120.75%
AgentMail has launched AgentID, a “Sign in with Google” equivalent for AI agents that lets them sign into apps with their own verified email identity instead of borrowing their owner’s account. Each agent is linked to a human owner, allowing apps to recognize when multiple agents belong to the same person, set limits per customer and contact someone about billing or abuse. AgentID uses the OpenID Connect standard and works with existing login platforms including Clerk, Auth0 and Supabase. It’s free for apps to add, while agents need an AgentMail inbox. AgentMail says 10 million agents already use its platform. The goal is to let apps accept those agents as users while knowing who is behind them, rather than blocking them outright. https://t.co/TxJHDqo3Ptfrozen16d ago23K3734080.23%
Super Intelligence (SI) will be a big topic of discussion [at Trump-XI meeting] https://t.co/TSMwoLq8QZ28d ago23K144159030.75%
$NVDA IN TALKS TO INVEST HUNDREDS OF MILLIONS IN FIRMUS AFTER FAILED $5B IPO PUSH Nvidia is reportedly considering another major investment in Australian AI cloud provider Firmus, which recently withdrew its planned public listing amid market volatility and investor concerns over its roughly $30B valuation, according to The Information. Firmus is now seeking to raise at least $2B privately, with Nvidia potentially contributing hundreds of millions. The company has already raised more than $13B, including roughly $10B in debt, and counts Blackstone, Coatue and Jane Street among its backers. Nvidia previously agreed to provide credit support for Firmus to purchase server racks containing at least 170,000 Blackwell and Rubin GPUs, estimated to cost around $15B. The potential investment comes as AI cloud providers face growing scrutiny over debt levels, infrastructure spending and their ability to generate enough revenue to support expansion. Discussions remain ongoing, and the financing is not guaranteed. Source: The Information.2d ago23K11111135160.69%
$PNC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.56B (Est. $6.61B) 🔴; +11% YoY 🔹 EPS: $4.97 (Est. $4.92) 🟢 🔹 Adj. EPS: $5.09 🔹 Net Interest Income: $4.21B; +15% YoY 🔹 Fee Income: $2.14B; +4% YoY 🔹 PPNR: $2.81B (Est. $2.85B) 🔴 Q4’26 Guide: 🔹 Share Repurchases: approximate Q3’26 levels Segment Earnings: 🔹 Retail Banking: $1.43B; +5% YoY 🔹 Corporate & Institutional: $1.55B 🔹 Asset Management Group: $128M; +7% YoY Other Q3 Metrics: 🔹 Avg Loans: $372.2B; +14% YoY 🔹 Avg Deposits: $461.2B; +7% YoY 🔹 Net Interest Margin: 2.94% 🔹 Capital Markets & Advisory: $433M 🔹 Efficiency Ratio: 57% 🔹 Provision for Credit Losses: $189M 🔹 Net Loan Charge-Offs: $257M; +44% YoY 🔹 CET1 Ratio: 9.8% 🔹 Book Value/Share: $142.17 (Est. $148.21) 🔴 🔹 Tangible Book Value/Share: $107.64 Financials: 🔹 Net Income: $2.10B 🔹 ROTCE: 18.28% Capital Return: 🔹 Dividend: $2.00/share 🔹 Share Repurchases: $0.6B Key Updates: 🔹 Integration costs and 3Q26 significant items: $48M net income decline, a 12 cent reduction to EPS 🔹 Gains related to Visa share exchange: $11M 🔹 Visa Class B-3 derivative fair value adjustments: -$36M Comments: 🔸 “We are well positioned, and remain confident in our long-term outlook.”frozen7d ago23K4583040.27%
WOLF Financial is running a 2-week stock-picking competition on WSE partner @GameStockHQ with a $1,000 prize pool. Top 10 finishers win $100 each. You’ll need to enter before the market opens Monday. If you’re interested, you can sign up here: https://t.co/Gi6skhg0bs https://t.co/lCQwoASloX26d ago23K2633030.15%
Amazon $AMZN plans to invest $3 billion in Indian 🇮🇳 quick commerce by 2030 and nearly double its stores to about 1,300 by April, per Reuters sources. https://t.co/d75fbwJrNE29d ago23K135113030.67%
Mark Zuckerberg says $META expects to improve MUSE's compute cost-efficiency by more than 10x over the next year as it builds infrastructure to serve over a billion AI users. https://t.co/qFFaNuy6V81d ago23K1031311160.60%
Subquadratic has launched SubQ Snap, a decision model priced at $0.05 per million input tokens, with free output. It can process 100K tokens and return a decision in under a second. Snap supports up to 384K tokens of text and images in one call, including documents, screenshots, charts and logs. In the team’s enterprise evaluation, it averaged 67.6 versus Jev’s 61.6 and led on 13 of 16 benchmarks. The model is built for tasks such as selecting tools, routing requests and checking results, leaving longer writing and reasoning tasks to a frontier model. https://t.co/52AMllSOPK…frozen10d ago23K3416060.21%
AMPERSAND RAISES $15M TO HELP AI AGENTS WORK INSIDE ENTERPRISE SOFTWARE Ampersand has raised a $15M Series A led by Bessemer, bringing total funding to $20M, as it makes its integration platform generally available. The company helps AI agents connect to systems like Salesforce, NetSuite, SAP and Workday, where custom fields, permissions and workflows can make each customer deployment a separate engineering project. The new funding will support broader ERP coverage, agentic integration infrastructure and more forward-deployed expertise. Ampersand is also launching Andi, its AI integration agent, in beta after spending three years building alongside customers including 11x, Orb and Square. https://t.co/yavUn56SXcfrozen16d ago22K3857050.24%
$META CEO Mark Zuckerberg is on the stage now: "The Future is for everyone" https://t.co/iQfXbBXfSc29d ago22K1341120160.77%
U.S. 🇺🇸 private employers added 90,000 jobs in September, with hiring accelerating for the 1st time since May. Education and health services led gains at +55,000, while leisure and hospitality added 22K. Median base pay rose 3.2% YoY. Aug. job growth was revised to 36K from 38K.22d ago22K103134210.55%
U.S. 🇺🇸 30-YR FIXED MORTGAGE RATE SURGES TO 7.3%; HIGHEST SINCE NOV. 2023 https://t.co/6fEZ9CWdpm22d ago22K69105220.39%
ERP AI is introducing Proto, an AI agent that helps teams build custom business apps from a prompt and then get work done across them. Teams can create tools for CRM, invoice tracking and inventory, while Proto works across apps and files to update records, generate reports and run workflows. The goal is to bring software creation and day-to-day tasks into one place, reducing the manual work of moving information between separate tools.frozen7d ago22K50730110.32%
1 in 4 U.S. entertainment fans surveyed say they’d interact with virtual AI personalities. 24% want to co-create content with AI. Nearly 40% would accept AI-generated entertainment if clearly labeled. Source: Deloitte’s 2026 Digital Media Trends report https://t.co/7G2GVAWAKf22d ago22K4775210.28%
Attio has announced a new CRM architecture that lets AI agents query customer data and carry out sales workflows while retaining business rules and permissions. The launch includes a SQL engine for tasks such as sales forecasting and win-rate analysis, live data connectors, and agent scale infrastructure that Attio says supports up to 100 million records per object. An activities and interactions beta adds support tickets, product events and other customer touchpoints to the record, giving teams and agents more context about each customer.frozen8d ago22K37311070.26%
SAMSUNG, SK HYNIX TO UPGRADE CHINA CHIP PLANTS Samsung and SK Hynix are moving to manufacture more advanced NAND memory chips at their Chinese facilities to meet growing AI demand and compete with domestic rival YMTC, according to Reuters. Samsung is upgrading its Xi'an plant, which accounts for roughly 40% of its global NAND output, to produce 286-layer V9 chips. The company aims to reach monthly output of 40,000 wafers by December 2027. SK Hynix plans to move from 192-layer to 240-plus-layer NAND at its Dalian facility and may seek U.S. approval for R&D involving chips with more than 300 layers. The push comes as YMTC has overtaken Samsung in China's NAND market, reaching 38.5% share in Q2, compared with Samsung's 33.5% and SK Hynix's 17%. Both companies face U.S. export restrictions on advanced chipmaking equipment, and the extent of regulatory approvals for their planned upgrades remains unclear. Source: Reuters.2d ago22K1381584190.83%
VALERO $VLO Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $46.10B (Est. $39.59B) 🟢 🔹 Adj. EPS: $23.90 (Est. $20.97) 🟢; +553% YoY Cash Flow & Returns: 🔹 Adj. Operating Cash Flow: $7.3B 🔹 Payout Ratio: 52% Segment Operating Income: 🔹 Refining: $8.8B 🔹 Renewable Diesel: $353M 🔹 Ethanol: $272M; +49% YoY Announcements: 🔹 The St. Charles FCC Unit optimization project was completed during the third quarter, on schedule and within budget. Other Q3 Metrics: 🔹 GAAP EPS: $23.89; +577% YoY 🔹 Refining Margin per Barrel: $39.24 🔹 Throughput: 3.0 million barrels per day Key Updates: 🔹 GAAP EPS of $23.89 includes $0.01 of Port Arthur Refinery fire expenses, excluded from adjusted EPS Comments: 🔸 “Our refineries operated at near-record utilization rates, providing a reliable supply of critical transportation fuels during the quarter.”11h ago22K691412680.49%
Tesla $TSLA cumulative unsupervised Robotaxi miles grew eightfold quarter over quarter to nearly two million. Active FSD subscriptions rose 67% YoY to 1.74M https://t.co/0h2rmDXSI71d ago22K10614132150.67%
Jensen Huang just highlighted how NVIDIA's CUDA architecture spans nearly every part of the AI industry. The ecosystem includes: • Cloud providers: AWS, Microsoft Azure, Google Cloud, Oracle Cloud, and Meta. • AI labs: OpenAI, Anthropic, Google Gemini, Meta, and SpaceX. • Neoclouds: CoreWeave, Crusoe, Lambda, Nebius, IREN, and others. • Hardware manufacturers: Dell, HPE, Lenovo, Supermicro, Foxconn, ASUS, and Gigabyte. • More than 10,000 AI startups, including Perplexity, Cursor, Mistral, Figure, Harvey, and Runway.2d ago22K17013105351.05%
DigitalOcean is launching Agent Data Services alongside Insights, Signals and Simulations, giving teams a way to spot agent failures from real sessions, trace what went wrong and test fixes before shipping. https://t.co/y2Plwtz54nfrozen10d ago22K40411080.28%
Odessia has launched a free AI travel concierge that lets you plan and book flights, hotels, restaurant reservations and experiences by text. It checks live prices and availability, then keeps monitoring for openings and better options. It can also compare travel dates, routes and points deals, keeping the search going after your first request. You can get started on https://t.co/EMDDSLeoYJ https://t.co/6NN2fNraJ5frozen8d ago22K35210030.22%
70% odds of Fed rate hike in October https://t.co/JMBfyvKSe929d ago22K861013120.50%
Aramco CEO Amin Nasser says nearly 3B barrels of oil supply have been lost, about half of what would normally move through Hormuz, and emergency reserves "may buy us a winter."17d ago22K6371030.33%
3M $MMM Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $6.6B (Est. $6.6B) 🟡; +4.2% YoY 🔹 Adj. EPS: $2.50 (Est. $2.39) 🟢; +12% YoY 🔹 Adj. Oper Margin: 26.2%; +110 bps YoY Raises FY26 Guide: 🔹 Adj. EPS: $9.10-$9.15; new basis 🔹 Adj. Sales Growth: >4.5% 🔹 Adj. Organic Sales Growth: >3.5% 🔹 Adj. Operating Cash Flow: ~$5.9B Announcements: 🔹 Amazon Relationship: 3M entered into an expanded strategic commercial relationship with Amazon to deploy and scale 3M's optical connectivity and other Data Center related products. 🔹 Cooling Film: 3M introduced Cooling Film technology for fleet and rail applications. Other Q3 Metrics: 🔹 Adj. Organic Sales Growth: +3.3% YoY 🔹 GAAP Revenue: $6.6B; +1.0% YoY 🔹 GAAP EPS: $2.63; +70% YoY 🔹 GAAP Oper Margin: 23.7%; +150 bps YoY 🔹 Adj. Free Cash Flow: $1.2B 🔹 Operating Cash Flow: $0.5B 🔹 Returned to Shareholders: $0.6B Key Updates: 🔸 New basis: adjusted results now treat intangible asset amortization as a special item for all periods presented; FY26 guide incorporates the new basis and the Madison Fire & Rescue acquisition 🔹 Value of Solventum ownership: $0.60/share increase 🔹 Net costs for significant litigation and PFAS exit: $0.19/share 🔹 Transformation costs: $0.08/share 🔹 Amortization and business acquisition-related costs: $0.20/share Comments: 🔸 “We delivered another quarter of strong results, including solid sales growth, continued margin expansion, double-digit EPS growth, and robust free cash flow,”2d ago22K81107310.46%
BofA reiterated a Buy on $META with an $810 price target, saying its new Enterprise Platform could create a more durable, less macro-sensitive revenue stream by selling Meta’s AI models, agents, APIs and coding tools directly to businesses. https://t.co/9bpTBFXbDO24d ago22K2491580111.28%
Infleqtion’s CTO says quantum processors will build on GPUs and CPUs, just as GPUs built on CPUs. https://t.co/UkSgGCxNhtfrozen9d ago22K6162070.34%
Here are a few of our sponsors who are just getting started with their pages and putting out some good content. If you’re interested, give them a follow: @tradealpha @thegexstream @tradretfsfrozen20d ago22K3117030.19%
Bessent on reports he could become Trump’s AI czar: “Probably fake news.” “There’s one AI czar, and it’s President Trump.” https://t.co/u3TG1q4vv729d ago22K10235230.52%
The premium of French 🇫🇷 10-year government bond yields over German 🇩🇪 ones rose above 150 basis points on Friday, its HIGHEST since late 2011, as worries about France's finances and political turmoil grews. https://t.co/ztjsuwqqG920d ago22K7895210.43%
$META CEO Mark Zuckerberg expects paid subscriptions to increase as MUSE comes to Meta smart glasses next month. “We have priced our devices not to make a large profit on the hardware, but to build a large software and superintelligence business on top of them over time.” https://t.co/LKF1ORl3nm1d ago22K17359390.90%
Sazabi has launched version 1.0 of its AI-powered software monitoring platform. It analyzes logs, detects anomalies and uses cloud agents to investigate issues and alert developers. The release adds live dashboards, log search and self-serve access.frozen9d ago22K2316040.15%
TEXAS INSTRUMENTS $TXN Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.06B (Est. $5.92B) 🟢; +28% YoY 🔹 EPS: $2.62 (Est. $2.42) 🟢; +77% YoY Q4 Guide: 🔹 Revenue: $5.80B-$6.30B (Est. $5.73B) 🟢 🔹 EPS: $2.45-$2.79 (Est. $2.30) 🟢 Trailing 12 Months: 🔹 Cash Flow from Operations: $9.90B; +43% YoY 🔹 Free Cash Flow: $8.42B; 40.6% of revenue 🔹 Capital Expenditures: $2.58B 🔹 Total Cash Returned: $5.81B; -11% YoY Segment Revenue: 🔹 Analog: $4.91B; +32% YoY 🔹 Embedded Processing: $858M; +21% YoY 🔹 Other: $286M; -6% YoY Other Q3 Metrics: 🔹 Operating Profit: $2.87B; +73% YoY 🔹 Net Income: $2.43B; +78% YoY 🔹 Free Cash Flow: $2.96B Key Updates: 🔹 EPS reduction not in original guidance: 1 cent 🔹 Operating profit included $7M of acquisition charges 🔹 Discrete tax items: $10M benefit Comments: 🔸 “Revenue increased 11% sequentially and 28% from the same quarter a year ago with continued broad growth in industrial, automotive and data center.”1d ago22K1092384140.72%
MARSH $MRSH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.86B (Est. $6.64B) 🟢; +8% YoY 🔹 Adj. EPS: $2.03 (Est. $1.97) 🟢; +10% YoY 🔹 GAAP EPS: $1.69 🔹 Underlying Revenue Growth: +5% (Est. 3.9%) 🟢 🔹 Adj. Oper Income: $1.5B; +6% YoY 🔹 Adj. Oper Margin: 22.7% Revenue by Business (YoY underlying): 🔹 Risk and Insurance Services: $4.2B; +3% 🔹 Risk: $3.7B; +5% 🔹 U.S./Canada: $2.2B; +4% 🔹 Total International: $1.5B; +6% 🔹 Reinsurance: $374M; -6% 🔹 People and Investments: $1.7B; +5% 🔹 Total Consulting: $2.7B; +8% 🔹 Management Consulting: $1.0B; +14% Other Q3 Metrics: 🔹 RIS Adj. Op Inc: $1.0B; +4% YoY 🔹 Consulting Adj. Op Inc: $593M (Est. $565.7M) 🟢 🔹 Fiduciary Interest Income: $100M 🔹 Share Repurchases: $500M Key Updates: 🔸 Adjusted EPS excludes $164M ($0.34/share) of adjustments, net of tax 🔹 Total noteworthy items: $170M 🔹 Restructuring: $79M 🔹 McGriff integration and retention related costs: $35M 🔹 Greensill litigation: $144M 🔹 Legal matter: $30M 🔹 Identified intangible amortization expense: $142M 🔹 Investment income: $8M Comments: 🔸 “Marsh delivered a strong third quarter, generating 5% underlying revenue growth and double-digit EPS growth.”frozen7d ago22K5482050.31%
JABIL $JBL Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $10.6B (Est. $9.71B) 🟢 🔹 Adj. EPS: $4.40 (Est. $4.07) 🟢; +34% YoY 🔹 Adj. Oper Income: $675M (Est. $625M) 🟢 🔹 Core Operating Margin: 6.4% FY27 Guide: 🔹 Revenue: $44.5B (Est. $42.79B) 🟢; +24% YoY 🔹 Adj. EPS: $17.55 (Est. $16.87) 🟢; +34% YoY 🔹 Core Operating Margin: 6.1%; +30 bps YoY 🔹 Adj. Free Cash Flow: ~$1.6B Q1 Guide: 🔹 Revenue: $10.6B-$11.4B (Est. $10B) 🟢 🔹 Adj. EPS: $3.80-$4.20 (Est. $3.65) 🟢 🔹 Adj. Oper Income: $592M-$652M (Est. $575M) 🟢 🔹 GAAP Operating Income: $481M-$541M 🔹 GAAP EPS: $2.78-$3.18 Comments: 🔸 “Our fiscal 2027 outlook reflects the strength of Jabil’s diversified portfolio, with accelerating AI demand complemented by solid growth in automotive, healthcare, energy infrastructure, defense and aerospace, and warehouse and retail automation.”22d ago22K861052140.53%
Wabi is launching an AI messenger where you can add AI agents to a group chat and build apps together. Say a few friends are working on a side project. They could ask an agent to help plan the work and create a simple app for tasks, deadlines and costs. They can keep discussing ideas in the chat, with a shared place to check who’s doing what, what’s been decided and what still needs finishing. https://t.co/FqLiWpQT0r3d ago22K3254060.21%
Mark Zuckerberg says $META's apps already generate several hundred dollars per user annually and expects Muse to eventually earn more. “As our upcoming models get even more advanced, I expect that we're going to see an increasing rate of improvement in these systems.” https://t.co/VCzRtUAYzh1d ago22K13411111130.77%
AGILE ROBOTS UNVEILS NVIDIA-POWERED HUMANOID, TARGETS UP TO 2,000 ROBOTS IN 2027 Germany's 🇩🇪 Agile Robots unveiled Agile ONE SN at $NVDA's GTC Berlin, a new humanoid robot built for AI research and development. CEO Zhaopeng Chen told Reuters the company plans to produce between 1,000 and 2,000 humanoid robots across its ONE S and ONE SN models in 2027, with production expected to begin by the end of 2026. Here are the key features: • Size: Stands 1.4 meters (4.6 feet) tall and weighs 40 kg (88 lbs), according to NVIDIA, with 31 degrees of freedom and a 3 kg payload per arm. • Hands: Two five-fingered WUJI Hand 2 robotic hands, each with 20 degrees of freedom, tactile sensing, and 1kHz force control for precise manipulation. • AI Computing: Powered by NVIDIA Jetson Thor, delivering 2,070 FP4 teraflops of compute and 128GB of unified memory for onboard reasoning and real-time control. • Vision and Sensors: Equipped with head and wrist cameras, lidar sensors, and inertial measurement units to perceive and interact with its environment. • AI Software: Comes preconfigured with NVIDIA Isaac GR00T, providing AI models and tools for robot learning, training, and whole-body control. • Safety: Planned integration with NVIDIA Halos to support safer robot operation and deployment. • Development: NVIDIA says the preconfigured platform can reduce setup time for researchers from weeks to days. • Availability: Expected in early 2027, with Stanford University and ETH Zurich among institutions showing interest. “The breakthrough for humanoids is usefulness at scale,” CEO Zhaopeng Chen said.1d ago22K9813200120.65%
Tambo is shutting down Tambo Cloud on Oct. 31 and shifting its team to Charming, a platform for hosting and sharing apps built with AI agents. Tambo will remain open source and available for self-hosting. https://t.co/WyAROGmxR8frozen15d ago22K3014010.16%
HOME BANCSHARES $HOMB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $288.44M (Est. $294.3M) 🔴 🔹 Adj. EPS: $0.65 (Est. $0.64) 🟢; +7% YoY 🔹 GAAP EPS: $0.65; +3% YoY 🔹 Net Interest Income: $241.99M (Est. $242.8M) 🔴 🔹 Non-Interest Income: $46.45M (Est. $49.48M) 🔴 Other Q3 Metrics: 🔹 Adj. Net Income: $129.08M (Est. $126.6M) 🟢 🔹 GAAP Net Income: $129.45M 🔹 Adj. PPNR: $166.59M (Est. $170.2M) 🔴 🔹 NIM: 4.53%; -3 bps YoY 🔹 Efficiency Ratio: 40.78% (40.84% adj.) 🔹 Provision for Credit Losses: — 🔹 Total Loans: $16.91B 🔹 Total Deposits: $18.76B 🔹 CET1 Capital: 16.7% 🔹 Book Value per Share: $22.74 (Est. $23.05) 🔴 🔹 Tangible Book Value per Share: $15.35 Capital Return: 🔹 Share Repurchases: 1.3M shares 🔹 Dividend: $0.23/share; +15% YoY Comments: 🔸 “At HOMB, we focus on stability. Strength is no accident, it’s our culture, and for that I am proud. Our team delivered a very solid and safe third quarter.”frozen8d ago22K3466020.22%
ScaleDown has launched three specialized AI models for the routine work inside AI agents: classifying information, extracting data and summarizing documents. Pricing is $0.05 per million input tokens, with free output. The goal is to let developers handle these repeatable steps with models built for the job, instead of sending every task to a general-purpose LLM. 1) Classify categorizes inputs, such as support tickets, and returns labels with calibrated probabilities and reasons. 2) Extract pulls information, such as invoice fields, into structured JSON with confidence scores and source citations. 3) Summarize condenses text, images and PDFs into fewer than 1,000 tokens. The company says the models support a 1 million-token context window for text and images. They are available on platforms including OpenRouter, Vercel and LiteLLM. https://t.co/XuIVSr7lVFfrozen9d ago22K3027030.19%
Today's Key Events (All EST) — 10/21/2026 07:00: US MBA Mortgage Applications Before Open 👇 05:30: Lithia Motors (LAD) 06:00: Thermo Fisher Scientific (TMO) 06:00: Danaher (DHR) 06:00: Elevance Health (ELV) 06:00: Integra LifeSciences Holdings (IART) 06:30: AT&T (T) 06:30: Wabtec (WAB) 06:55: Philip Morris International (PM) 06:55: Teledyne Technologies Incorporated (TDY) 07:00: CME Group (CME) 07:00: Moody's (MCO) 07:00: Healthcare Services Group (HCSG) 07:10: Northern Trust (NTRS) 07:30: Abbott Laboratories (ABT) 07:30: NextEra Energy (NEE) BMO: BKU, ONB, WGO, MHO, OFG, UNF, FCCO After Hours 👇 16:00: Meta Platforms (META) 16:00: Texas Instruments Incorporated (TXN) 16:00: CSX (CSX) 16:05: International Business Machines (IBM) 16:05: Lam Research (LRCX) 16:05: Texas Capital Bancshares (TCBI) 16:05: WD-40 (WDFC) 16:05: Knight-Swift Transportation Holdings (KNX) 16:05: Las Vegas Sands (LVS) 16:05: Rollins (ROL) 16:05: SAP SE (SAP) 16:05: Kinder Morgan (KMI) 16:05: Ategrity Specialty Insurance Company Holdings (ASIC) 16:05: NETSTREIT (NTST) 16:05: Getty Realty (GTY) 16:05: Horizon Bancorp (HBNC) 16:05: Mid Penn Bancorp (MPB) 16:05: Reliance (RS) 16:05: SL Green Realty (SLG) 16:05: Viking Therapeutics (VKTX) 16:05: Waste Connections (WCN) 16:10: Tesla (TSLA) 16:10: Globe Life (GL) 16:15: CACI International (CACI) 16:15: Southwest Airlines (LUV) 16:15: Medpace Holdings (MEDP) 16:15: Crown Castle (CCI) 16:15: United Rentals (URI) 16:15: Molina Healthcare (MOH) 16:15: Element Solutions (ESI) 16:15: Quantumscape (QS) 16:15: ARMOUR Residential REIT (ARR) 16:15: Eagle Bancorp (EGBN) 16:15: SouthState Bank (SSB) 16:15: Third Coast Bancshares (TCBX) 16:15: WesBanco (WSBC) 16:30: Kaiser Aluminum (KALU) 16:40: Pinnacle Financial Partners (PNFP) 17:15: Great Southern Bancorp (GSBC) 17:55: Packaging Corporation of America (PKG) 18:10: Liberty Energy (LBRT) AMC: BDN, FBNC2d ago22K541050160.39%
J.B. HUNT $JBHT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.68B (Est. $3.56B) 🟢; +20% YoY 🔹 EPS: $1.82 (Est. $1.81) 🟢; +3% YoY 🔹 Operating Income: $247.09M; +2% YoY FY26 Guide: 🔹 Annual Tax Rate: ~24.0% Segment Revenue: 🔹 Intermodal: $1.83B; +20% YoY 🔹 Dedicated: $960M; +11% YoY 🔹 ICS: $434M; +57% YoY 🔹 FMS: $200M; -3% YoY 🔹 Truckload: $261M; +37% YoY Other Q3 Metrics: 🔹 Intermodal Loads: 585,582; +8% YoY 🔹 Intermodal Rev/Load: $3,121; +11% YoY 🔹 DCS Rev/Truck/Week: $5,732; +10% YoY 🔹 ICS Gross Margin: 14.3% Key Updates: 🔹 Revenue excl. fuel surcharge: +13% YoY 🔹 Share Repurchases: ~704,000 shares for ~$174M 🔹 Debt Outstanding: ~$1.12B Comments: 🔸 “I want to thank our people for their unwavering commitment to serving our customers, operating safely and executing with excellence every day.”7d ago22K651512150.45%
OPENAI SAYS KIMI-LINKED USERS TRIED TO DISTILL ITS MODELS OpenAI says it disrupted a coordinated campaign aimed at extracting protected reasoning from its models, with a core cluster linked to individuals associated with Moonshot AI, the developer of Kimi. The activity began July 1 and spiked to around 16,000 extraction attempts across 4,000+ users on July 24-25. OpenAI later identified related activity across a broader cluster of more than 15,000 users. One method involved taking encrypted reasoning from one conversation and asking another model to decrypt and reproduce it. OpenAI says there was no breach of its databases, encryption or stored user conversations. The company banned or restricted accounts, closed the extraction pathway and shared its findings with industry and government partners. OpenAI says the figures represent attempted extractions, not necessarily successful ones.22d ago22K724172140.50%
Eurozone 🇪🇺 September CPI rose 3.8% YoY (est. 3.7%, prior 3.2%), the highest since September 2023. Core CPI: 2.5% Services inflation: 3.2% https://t.co/ySue4iiY8Ofrozen21d ago22K6774120.37%
STATE STREET $STT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.00B (Est. $4.03B) 🔴 🔹 Adj. EPS: $3.69 (Est. $3.67) 🟢; +33% YoY 🔹 Fee Revenue: $3.14B (Est. $3.2B) 🔴 🔹 Net Interest Income: $864M (Est. $857.91M) 🟢 Fees: 🔹 Servicing: $1.49B (Est. $1.52B) 🔴; +9.9% YoY 🔹 Management: $797M; +20.0% YoY 🔹 FX Trading: $427M; +17.3% YoY 🔹 Securities Finance: $151M; +9.4% YoY 🔹 Software: $175M; +4.8% YoY Other Q3 Metrics: 🔹 Assets Under Custody/Admin: $59.17T; +15% YoY 🔹 Assets Under Mgmt: $6.31T (Est. $6.38T) 🔴 🔹 Net Interest Margin: 1.12%; +16 bps YoY 🔹 Pre-Tax Margin: 34.6%; +3.5 pts YoY 🔹 Return on Equity: 16.4%; +3.0 pts YoY 🔹 CET1 Ratio: 11.0% 🔹 Total Expenses: $2.62B; +7.6% YoY New Business: 🔹 Servicing Fee Wins: $68M 🔹 AUC/A Wins: $429B 🔹 Fees to Be Installed: $332M 🔹 AUC/A to Be Installed: $2.98T Key Updates: 🔹 Software services ARR: $442M; approximately 8% growth 🔹 Capital Returned: $651M, including $400M of share repurchases and $251M of declared dividends ($0.92/share) 🔹 Announced agreement to acquire Santander CACEIS Latam Securities Services joint venture 🔹 Won first Wealth Services mandate with a large U.S. registered investment advisor client 🔹 Record FX trading client volumes up 31% Comments: 🔸 “Importantly, we progressed our strategic growth initiatives. In 3Q, we won our first Wealth Services mandate with one of the largest registered investment advisors in the United States.”frozen8d ago22K47116260.33%
Energy Transfer $ET will buy Vaquero Midstream for about $2.625B in cash and units, adding Delaware Basin gas gathering and processing, with closing expected in Q4 2026.frozen16d ago22K4451050.25%
Fish Audio has launched Drama 3 A text-to-speech model that lets users control emotion, pacing and delivery down to individual words. It supports mid-sentence tone changes, laughs, sighs and multi-speaker dialogue, with access through its app and API. https://t.co/7PrBDr3gpBfrozen9d ago22K4003060.23%
Skyfall AI is introducing SKY-001, an engineering world model that it says is 100x faster and 150x cheaper than GPT Astra in its CAD and building-design tests. It starts with a text prompt or 2D sketch, breaks the object into smaller parts, designs those components and assembles them into a structured 3D model for CAD software such as Autodesk Fusion. That means working through the individual parts and how they fit together, down to details like screws. This is a research preview focused on design. Skyfall’s longer-term goal is to extend that process into manufacturing. @skyfallai @spisallyouneed https://t.co/uXTOH07y3P3d ago22K39360110.27%
Energy Transfer $ET will acquire Vaquero Midstream in a $2.625B deal, expanding its Delaware Basin footprint. The deal includes $1.95B in cash plus 33.3M ET units and adds ~300 miles of pipelines and 675 MMcf/d of processing capacity. Expected to close in Q4 2026.frozen16d ago22K4461030.25%
OpenAI is expanding its Live $RAMP partnership so advertisers can target ChatGPT ads using first-party data like email lists, purchase history and loyalty programs. Previously, ads were mainly matched to the topic of a user’s conversation. The feature is launching in 11 countries, bringing ChatGPT closer to Google and Meta-style ad targeting.24d ago22K47712370.35%
Cogent has launched Attack Path Analysis, an AI security tool designed to map how attackers could reach a company’s most sensitive systems and data. It connects signals across cloud infrastructure, identity systems and code to identify chains of vulnerabilities, exposed credentials and excessive permissions. It checks the evidence behind each step and recommends changes that could break several attack routes at once, such as removing a shared permission. The goal is to help security teams prioritize fixes based on what an attacker could actually reach. https://t.co/PhyVbbDw4Xfrozen14d ago22K2811030.15%
NASDAQ $NDAQ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.48B (Est. $1.47B) 🟢; +13% YoY 🔹 Adj. EPS: $1.04 (Est. $1.02) 🟢; +18% YoY 🔹 Adj. Operating Income: $843M (Est. $828M) 🟢 🔹 ARR: $3.37B; +12% YoY FY26 Non-GAAP Guide: 🔹 Opex: $2.55B-$2.58B 🔹 Tax Rate: 22.5%-24.5% Segment Net Revenue: 🔹 Capital Access Platforms: $641M; +20% YoY 🔹 Financial Technology: $529M; +16% YoY 🔹 Market Services: $309M; +2% YoY Announcements: 🔹 Acquired: LeveL Markets Other Q3 Metrics: 🔹 Solutions Revenue: $1.17B; +17% YoY 🔹 Index Revenue: $286M; +39% YoY 🔹 GAAP EPS: $0.96; +31% YoY 🔹 Adj. Operating Margin: 57% 🔹 Period-End ETP AUM: $1.16T Comments: 🔸 “Nasdaq’s third quarter performance demonstrates the strength and momentum of our business, with new milestones achieved across all three divisions, including record Index net inflows, record FinTech ARR growth, and the establishment of Nasdaq Digital Liquidity Networks within Market Services.”11h ago22K9297130.52%
ALASKA AIR GROUP $ALK Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.31B (Est. $4.31B) 🟡; +14% YoY 🔹 Adj. EPS: $0.36 (Est. $0.28) 🟢 🔹 GAAP EPS: -$1.32; vs $0.62 LY 🔹 Adj. Pretax Margin: 1.1%; vs 4.6% LY FY26 Guide: 🔹 Adj. EPS: -$5.50 to -$5.00 (Est. -$3.39) 🔴 Q4 Guide: 🔹 Adj. EPS: -$2.50 to -$2.00 (Est. -$1.04) 🔴 🔹 Capacity: +1%-+1.5% YoY 🔹 RASM: Up low double-digits YoY 🔹 CASMex: Up mid single-digits YoY 🔹 Economic Fuel Cost/Gallon: $4.65-$4.85 Revenue Streams: 🔹 Premium: +25% YoY 🔹 Loyalty Cash Remuneration: $721M; +21% YoY 🔹 Managed Corporate: +30% YoY 🔹 Passenger Revenue: $3.89B; +13% YoY Announcements: 🔹 Intent to Join: Atlantic and Pacific Joint International Businesses 🔹 New Service: Osaka and Papeete 🔹 Premium Products: Aurora, Leihōkū and Premium Reserve Other Q3 Metrics: 🔹 RASM: 17.21¢; +11.7% YoY 🔹 CASMex: 11.46¢; +4.4% YoY 🔹 Load Factor: 82.8%; -2.0 pts YoY 🔹 Fuel Cost/Gallon: $3.94; +57.0% YoY 🔹 Operating Cash Flow: $149M 🔹 Liquidity: $3.3B Key Updates: 🔹 Total Adjustments: $31M pre-tax; +$1.01/share 🔹 Special Items - Operating: $25M, mainly Hawaiian integration costs 🔹 Foreign Debt and Other: $6M 🔹 GAAP Net Loss: $147M; adjusted net loss $35M 🔹 Tax Catch-Up: $75M; -$0.67/share Comments: 🔸 “While we’re not satisfied with this quarter’s result or the $1.8 billion fuel headwind this year, we are confident in our ability to execute on the things we can control, including increasing the spread between unit revenue and unit costs excluding fuel.”2d ago21K4269160.30%
Texas Instruments $TXN sees $500 to $1,000 worth of chip content per humanoid robot and expects robotics production to ramp in 2027. CEO Haviv Ilan said: “I don't know how many they'll build next year, but definitely the demand is they want to grow.” https://t.co/RE8XE69ToB1d ago21K10710120130.66%
OpenAI finally gave Voice Mode a much-needed upgrade. It can now use plugins for email, calendar and Slack, and is powered by GPT-6 Astra, Sol and Luna. You can also use Voice inside ChatGPT Work to handle bigger tasks just by talking. https://t.co/GDBD2c13tQ29d ago21K76560110.46%
Nvidia CEO Jensen Huang says physical AI needs three computers: one to train the model, one to teach and test skills in a digital twin, and one inside the robot. https://t.co/dNoDib1gyx1d ago21K1031060170.63%
WINTRUST FINANCIAL $WTFC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $757.9M (Est. $754M) 🟢; +9% YoY 🔹 EPS: $3.37 (Est. $3.30) 🟢; +21% YoY 🔹 Net Interest Income: $621.6M; +10% YoY 🔹 Net Income: $239.1M; +11% YoY Other Q3 Metrics: 🔹 Pre-Provision Income: $352.2M (Est. $348M) 🟢 🔹 Income Before Taxes: $326.3M (Est. $320M) 🟢 🔹 Net Interest Margin: 3.49%; +1 bps YoY 🔹 Total Loans: $56.8B; +9% YoY 🔹 Total Deposits: $62.4B; +10% YoY 🔹 Provision for Credit Losses: $25.9M 🔹 Net Charge-offs: $21.0M 🔹 Non-Performing Loans: $176.9M 🔹 CET1 Ratio: 10.5% 🔹 Return on Avg. Common Equity: 12.83% 🔹 Book Value/Share: $101.74 (Est. $107.99) 🔴 🔹 Tangible Book Value/Share: $88.18 Capital Return: 🔹 Dividend: $0.55/share Key Updates: 🔹 Net losses on investment securities: approximately $1.6 million, primarily the result of fair value adjustments on the Company’s equity investment securities with a readily determinable fair value 🔹 Net charge-offs: $21.0 million, or 15 basis points of average total loans on an annualized basis 🔹 Non-performing loans: $176.9 million and comprised 0.31% of total loans at September 30, 2026 🔹 Mortgage banking revenue: $25.5 million 🔹 Wealth management revenue: $41.0 million Comments: 🔸 “which should generate positive operating leverage for the year”3d ago21K3687010.24%
Aonic Club has opened its waitlist, aiming to sell protein and supplements at cost using AI in sourcing and operations. It says membership fees replace product markups. Founding members pay $49 for year one, then $149. @maxjmeier @AonicClub https://t.co/8O6FwBf9jWfrozen9d ago21K2614060.17%
$MGM shares are down ~10% after Barry Diller’s People Inc. walked away from its takeover proposal, saying “the mix wasn’t coming together” as hoped. https://t.co/hqNft7eJHQ28d ago21K5136020.29%
Today's Key Events (All EST) — 09/23/2026 07:00: US MBA Mortgage Applications 09:45: US S&P Manufacturing PMI Flash 09:45: US S&P Services PMI Flash 10:05: Fed's Barr 12:00: Fed's Goolsbee 13:00: US 5-Year Note Auction Before Open 👇 07:00: General Mills $GIS 08:00: Cracker Barrel Old Country Store CBRL 08:30: Cintas CTAS 08:30: Paychex PAYX After Hours 👇 16:05: Stitch Fix SFIX 16:05: H.B. Fuller FUL 16:30: NeoVolta NEOV1mo ago21K5784160.36%
Zenzap is launching AI Agents for Work, a platform where employees and AI agents share group chats to coordinate tasks across connected business apps. For example, agents could qualify a lead in HubSpot, find the right sales rep, request approval, schedule a demo in Google Calendar and update the CRM. The team can follow and direct the workflow in the same conversation. @zenzap_chat users can create an agent without coding in under 90 seconds, with controls over which tools it can access and which actions need human approval. https://t.co/rSj1gzIBiLfrozen8d ago21K2902000.15%
OpenAI will start watermarking eligible text from ChatGPT and Codex in the European Union over the coming weeks to comply with the EU 🇪🇺 AI Act, and that API customers globally can opt in to text watermarking for select models. https://t.co/I4MTZuqyRZ17d ago21K57513080.39%
TD Cowen initiated SpaceX $SPCX at Buy with a $200 price target, expecting terrestrial AI compute leasing, including demand from Google and Anthropic, to become its fastest-growing business and account for the majority of revenue by 1Q27 as capacity ramps. https://t.co/IUM2LOrgyP24d ago21K10494470.60%
U.S. 🇺🇸 employers announced 43,281 job cuts in September, down 18% MoM and 20% YoY, the lowest September total since 2022. Q3 cuts also fell 43% from Q2. But hiring plans remain weak. Employers announced 90,787 planned hires in September, down 23% YoY and the lowest September total since 2011, with the usual seasonal hiring surge notably muted. Tech was the outlier: 10,799 cuts, up 77% from August. AI was cited in 3,961 September cuts and 120,136 year-to-date, around 21% of all announced cuts in 2026. Source: Challenger, Gray & Christmas.21d ago21K66137370.45%
FedEx ordered 2,000 electric trucks from startup Harbinger in a $300 million deal, Harbinger's biggest order ever, as the company is reportedly considering an IPO, per TechCrunch. https://t.co/RjmBHUilw022d ago21K80613070.50%
Bernstein Upgrades Quanta Services $PWR to Outperform, Raises PT to $775 from $748 • Sees EPS growing at ~25% CAGR vs. ~15% expected by the Street • Says the AI data center bottleneck is shifting from power availability to skilled labor, an area where Quanta has scale • Large transmission project pipeline has grown ~25% to $170B since 2025 • Expects higher-value transmission, MEP and fabrication work to support margin expansion • Forecasts ~$15B of free cash flow through 2030, giving $PWR more capacity for acquisitions and expansion Analyst: Chad Dillard28d ago21K5069050.33%
Microsoft $MSFT plans to invest $10B across Saudi Arabia, Kuwait, Qatar and the UAE through 2030. That includes its prior $7.9B UAE pledge, meaning roughly $2B of new spending. About $400M will go toward undersea cables and related infrastructure. https://t.co/hGjXtbVsS629d ago21K1631575150.97%
DigitalOcean and Nvidia are co-hosting the Open Intelligence Summit in San Francisco today, focused on open AI models, agents and infrastructure.frozen9d ago21K3833010.21%
CHINA 🇨🇳 UNVEILS NEW CREDIT SUPPORT MEASURES PBOC cut the 1-year PSL rate by 25 bps to 1.5%, added ¥500B in relending for agriculture and small businesses, expanded tech relending by ¥200B, broadened PSL to computing power and grids, and announced first-home mortgage subsidies.23d ago21K77125150.47%
BLOCKCHAIN .COM TARGETS $500M U.S. IPO AT $4B-$6B VALUATION The crypto platform confidentially filed with the SEC earlier this year and has reportedly been profitable on an adjusted basis for the past three years. Blockchain was valued at $14B in 2022 before a later funding round cut that valuation by more than half. The company could opt for a smaller raise if needed, and terms may still change. Source: Bloomberg24d ago21K4899150.34%
U.S. PLANS TO SPEED APPROVALS FOR VAPES & NICOTINE POUCHES: WSJ The FDA is expected to revisit its 2021 tobacco-product application rules, potentially simplifying scientific-study requirements and speeding reviews for products including flavored vapes and nicotine pouches. https://t.co/V6qKeUoUP229d ago21K58710230.38%
QUALITATE RAISES $25M LED BY INSIGHT PARTNERS The company uses AI to interview real experts and turn their answers into data investors can search and track over time. Qualitate says it has conducted 1M+ minutes of expert interviews and grown its revenue run rate 10x this year. https://t.co/311Gx2o7LA2d ago21K2574030.18%
Self is introducing Agent Vault, designed to let AI agents log in and pay for things without being given your actual passwords or card numbers. Say you’re using Claude Code or Codex. You connect the vault, set a spending limit, block sites you don’t want it using, and decide which purchases need your approval. The agent uses placeholders instead of your real credentials. The vault handles those details separately when it’s time to log in or pay. You still have to handle bank verification and CAPTCHAs. https://t.co/wc79wJDxg3frozen7d ago21K3328080.24%
Fed watchdog clears Jerome Powell over the Fed’s headquarters renovation, finding no criminal or administrative misconduct. https://t.co/fVEQJHWg3F22d ago21K85514320.52%
WESTERN ALLIANCE $WAL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.01B (Est. $991M) 🟢; +8.1% YoY 🔹 EPS: $2.45 (Est. $2.45) 🟡; +7.5% YoY 🔹 Net Interest Income: $807.6M; +7.6% YoY 🔹 Non-Interest Income: $206.6M; +10.0% YoY 🔹 PPNR: $419.1M (Est. $401M) 🟢 🔹 Net Income: $277.2M; +6.4% YoY Other Q3 Metrics: 🔹 Net Interest Margin: 3.57% 🔹 Pre-Tax Income: $339.1M (Est. $343M) 🔴 🔹 Efficiency Ratio: 58.1% 🔹 Provision for Credit Losses: $80.0M 🔹 Net Loan Charge-offs: $45.8M 🔹 HFI Loans: $61.5B; +8.7% YoY 🔹 Total Deposits: $81.8B; +5.8% YoY 🔹 CET1 Ratio: 10.9% 🔹 Return on Average Tangible Common Equity: 15.5% 🔹 Book Value/Share: $68.14 (Est. $70.97) 🔴 🔹 Tangible Book Value/Share: $62.22; +6.3% YoY Capital Return: 🔹 Dividend: $0.42/share 🔹 Share Repurchases: $92.1M (1.15M shares) Key Updates: 🔸 Gain on sales of investment securities: $16.8M 🔸 Deposit optimization actions totaling $4.5B over the past two quarters drove a $14M quarterly decline in ECR-related deposit costs 🔸 Nonaccrual loans declined $77M to $485M Comments: 🔸 “Deposit optimization actions totaling $4.5 billion over the past two quarters drove a $14 million, or 8%, quarterly decline in ECR-related deposit costs.”3d ago21K3368030.24%
Norwegian Cruise Line $NCLH expects Q3 results to EXCEED its guidance, driven by better-than-expected revenue, and reaffirms full-year 2026 guidance. Sees 2027 net interest expense of $860M–$880M after its refinancing https://t.co/YN13IPfnWW22d ago21K5757040.35%
Make sure you’ve got notifications on for @wallstengine so you don’t miss any big market news. 🔔 $MU also reports after the close today, and earnings season is right around the corner. You’ll want those alerts on. https://t.co/LeuRHtVHjs22d ago21K37312010.26%
NY Fed President John Williams says "another rate hike by year-end would be reasonable," with inflation now the main challenge as downside employment risks have eased. He views AI as a demand shock for now, but expects a productivity boom similar to 1996-2005. https://t.co/kTPVlXjWLv29d ago21K7759050.46%
PALANTIR & NVIDIA EXPAND SOVEREIGN AI DEPLOYMENTS Palantir $PLTR announced new AI deployments across defense, construction, and healthcare, combining its AIP platform with $NVDA Nemotron models to help companies build AI using their own data. Here's what companies are reporting: > L3Harris unified over 30 ERP systems and says its AI models outperformed frontier models in internal testing while cutting costs by 95%. > McCarthy Building trained AI on more than 100,000 construction RFIs and estimates its AI-assisted contract drafting could save 30,000 hours annually. > Tampa General Hospital reported a 7% improvement in AI model performance and a 22x reduction in latency while keeping sensitive data local. > Ondas launched Regna AI to help governments and enterprises develop mission-specific AI while retaining control of their data and infrastructure. NVIDIA is also using Palantir AIP and customized Nemotron models to identify supply chain bottlenecks earlier and accelerate the process from wafer production to AI deployment.1d ago21K1712063281.10%
Apple $AAPL said it will have only a 'limited' number of iPhone Duo units available for walk-in customers when its first foldable iPhone launches on Oct. 23, Reuters reports. https://t.co/o41uF4StRS1d ago21K741313130.50%
ZIONS BANCORPORATION $ZION Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Interest Income: $684M; +2% YoY 🔹 Noninterest Income: $197M; +4% YoY 🔹 EPS: $1.78 (Est. $1.67) 🟢; incl. notable items 🔹 Net Earnings: $262M (Est. $241M) 🟢 Other Q3 Metrics: 🔹 Net Interest Margin: 3.23%; -5 bps YoY 🔹 Customer-Related Income: $192M; +18% YoY 🔹 Noninterest Expense: $553M; +5% YoY 🔹 PPNR: $340M; -1% YoY 🔹 Adj. PPNR: $338M 🔹 Efficiency Ratio: 61.9% 🔹 Provision for Credit Losses: -$8M 🔹 Net Charge-off Ratio: 0.02% 🔹 Loans and Leases: $62.5B; +4% YoY 🔹 Total Deposits: $77.9B; +4% YoY 🔹 CET1 Ratio: 11.8% 🔹 Income Before Taxes: $336M (Est. $316M) 🟢 🔹 Book Value/Share: $52.56 (Est. $53.77) 🔴 🔹 Tangible Book Value/Share: $43.50; +13% YoY Capital Return: 🔹 Share Repurchases: $75M (1.1M shares) 🔹 Dividend: $0.48/share Key Updates: 🔸 Net credit valuation adjustment (“CVA”) gain on client-related interest rate swaps: $10M, or $0.05 per share 🔸 Acquisition of Basis Multifamily Finance agency lending platform completed in July 2026 Comments: 🔸 “Short- and medium-term interest rates began to rise in the last month of the quarter, and we expect that our moderately asset-sensitive balance sheet should produce stronger net interest income in a higher rate environment, while we're seeing continued improvement in noninterest income that we expect will continue into next year.”3d ago21K2969110.22%
VAIL RESORTS $MTN Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $278.1M (Est. $270M) 🟢; vs $271.3M LY 🔹 EPS: -$5.34 (Est. -$5.27) 🔴; vs -$4.99 LY 🔹 Total EBITDA: -$121.9M (Est. -$129M) 🟢 🔹 Net Income: -$190.2M (Est. -$188M) 🔴 FY27 Guide: 🔹 Net Income: $158M-$233M (Est. $223M) 🟡 🔹 Total EBITDA: $795M-$861M (Est. $834M) 🟡 🔹 Resort EBITDA: $805M-$865M 🔹 Resort EBITDA Margin: ~26.9% at midpoint Key Updates: 🔸 Q4 net loss $190.2M vs $182.4M LY; Total Reported EBITDA -$121.9M vs -$124.8M 🔸 FY26: net income $147.5M vs $280.0M; Resort Reported EBITDA $745.7M vs $844.1M, incl. $11M one-time costs; skier visits -13.4% 🔸 FY27 Resort Reported EBITDA guide includes ~$14M of one-time costs 🔸 Pass sales through Sept 18 for the 2026/2027 season: units -12%, days sold -10%, dollars -6% 🔸 Calendar 2026 core capital plan reaffirmed at ~$215M-$220M 🔸 Quarterly dividend $2.22/share24d ago21K32713010.26%
$BAC: 3Q WILL NOT BE AS ROBUST IN MARKETS AS 2Q WAS29d ago20K4054030.25%
Brightline, the private US passenger rail operator, is preparing a Chapter 11 bankruptcy filing as soon as this week. https://t.co/MPrS5fIzC01mo ago20K5446120.33%
CROWN HOLDINGS $CCK Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.71B (Est. $3.44B) 🟢; +16% YoY 🔹 Adj. EPS: $2.39 (Est. $2.26) 🟢; +7% YoY 🔹 Segment Income: $484M; -1% YoY 🔹 Global Beverage Can Volumes: +6% YoY FY26 Guide: 🔹 Adj. EPS: $8.35-$8.45 (Est. $8.41) 🟡 🔹 Adj. Free Cash Flow: At least $950M 🔹 Capital Spending: ~$550M Q4 Guide: 🔹 Adj. EPS: $1.63-$1.73 (Est. $1.80) 🔴 Segment Net Sales: 🔹 Americas Beverage: $1.70B 🔹 European Beverage: $772M 🔹 Asia Pacific: $321M 🔹 Transit Packaging: $520M 🔹 Other: $398M Segment Income: 🔹 Americas Beverage: $259M 🔹 European Beverage: $109M 🔹 Asia Pacific: $46M 🔹 Transit Packaging: $60M 🔹 Other: $51M Other Q3 Metrics: 🔹 GAAP EPS: $2.08; +12% YoY 🔹 GAAP Net Income: $225M; +5% YoY 🔹 Adj. Free Cash Flow: $299M 🔹 Net Leverage Ratio: 2.5x Key Updates: 🔹 Intangibles amortization: $34M ($0.31/share) 🔹 Restructuring and other: $8M ($0.07/share) 🔹 Income taxes: -$8M (-$0.07/share) 🔹 Pass-through of higher material costs: $405M 🔹 Share repurchases: $81M during the quarter 🔹 Uttar Pradesh plant groundbreaking commenced in September; commercial start-up expected in Q1 2028 Comments: 🔸 “Global beverage can shipments advanced by more than 6% in the quarter, driven by double-digit gains in Asia, a 6% increase in North America and 4% growth across Europe.”3d ago20K36610120.27%
ContextQA just launched Ship, an AI quality engineer that can: › Explore an app & generate tests for the user flows it finds › Use code changes, tickets, documentation and business rules to guide testing › Reproduce bugs and investigate their likely causes › Update tests as the app changes and keep reproduced bugs as tests to catch repeat issues › Hand findings and evidence to an engineer, Claude or Codex to work on the fix https://t.co/Zq04X3Cbtl17d ago20K3033050.20%
W. R. BERKLEY $WRB Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.74B (Est. $3.83B) 🔴 🔹 Adj. EPS: $1.17 (Est. $1.15) 🟢; +6% YoY 🔹 Operating Income: $456.5M (Est. $444M) 🟢 🔹 Gross Premiums Written: $3.95B; vs $3.84B LY 🔹 Net Premiums Written: $3.27B; vs $3.23B LY 🔹 Combined Ratio: 90.8%; vs 90.9% LY Segment Gross Premiums Written: 🔹 Insurance: $3.56B 🔹 Reinsurance & Monoline Excess: $391.5M Other Q3 Metrics: 🔹 Net Investment Income: $383.5M 🔹 Pre-Tax Underwriting Income: $237.7M; +11% YoY 🔹 Accident Year Combined Ratio ex-Cat: 88.1% 🔹 Catastrophe Losses: 2.7 loss ratio points 🔹 Operating Return on Equity: 18.8% 🔹 Return on Equity: 18.4% 🔹 Net Income: $446.0M 🔹 GAAP EPS: $1.14 Capital Return: 🔹 Buybacks: $21.1M Key Updates: 🔹 Operating income excludes after-tax net investment gains (losses) and after-tax net foreign currency gains (losses) 🔹 Average rate increases excluding workers' compensation: ~4.0% 🔹 Insurance segment premiums written: gross +4.9%, net +3.2%3d ago20K3166050.24%
UNION PACIFIC $UNP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.20B (Est. $7.11B) 🟢; +15% YoY 🔹 Adj. EPS: $3.53 (Est. $3.47) 🟢; +15% YoY 🔹 Adj. Oper Income: $2.97B (Est. $2.92B) 🟢 🔹 Adj. Net Income: $2.10B (Est. $2.06B) 🟢 🔹 Adj. Operating Ratio: 58.8% FY26 Guide: 🔹 Reported EPS Growth: High-single digit 🔹 Capital Plan: $3.5B Freight Revenue by Group: 🔹 Bulk: $2.12B; +10% YoY 🔹 Industrial: $2.51B; +14% YoY 🔹 Premium: $2.19B; +21% YoY Other Q3 Metrics: 🔹 Operating Ratio: 59.1% 🔹 Freight Revenue: $6.81B; +15% YoY 🔹 Freight Revenue ex Fuel Surcharge: +6% YoY 🔹 Revenue Carloads: +6% YoY Key Updates: 🔹 GAAP EPS: $3.49; adj. EPS of $3.53 excludes $0.04 of acquisition-related expense 🔹 Acquisition-related expense: $22M; excluded from adjusted results 🔹 Revenue Drivers: higher fuel surcharge, 6% volume growth, core pricing gains and increased other revenue partially offset by business mix Comments: 🔸 “Union Pacific's third quarter results demonstrate our ability to safely deliver the service we sold to our customers while efficiently handling six percent volume growth.” 🔸 “We look forward to the upcoming steps of the Surface Transportation Board's merger review process and to delivering the benefits of America's first transcontinental railroad for our customers.”10h ago20K741390100.52%
ARGENX $ARGX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1,751M (Est. $1.66B) 🟢 🔹 Diluted EPS: $7.80 (Est. $7.95) 🔴; +51% YoY 🔹 Product Net Sales: $1,721M; +54% YoY 🔹 Operating Profit: $486M (Est. $556M) 🔴 FY26 Guide: 🔹 Combined R&D and SG&A: ~$4B Announcements: 🔹 VYVGART Hytrulo: sBLA in IMNM on track for submission by year-end 2026 🔹 EMPASSION: Topline results expected in December 2026 🔹 FB102: Advancing to Phase 3 in celiac disease Other Q3 Metrics: 🔹 Net Profit: $506M 🔹 R&D Expenses: $503M 🔹 SG&A Expenses: $598M 🔹 Cash & Current Financial Assets: $3.7B Key Updates: 🔹 Acquisition-Related Expenses: approximately $150M associated with the Forte Biosciences acquisition Comments: 🔸 “The positive results from our Phase 3 ALKIVIA study further reinforce the potential of VYVGART beyond neurology”17h ago20K2842020.18%
Tesla $TSLA will launch Cybercabs in Dallas next month https://t.co/qXjmkLQnpt1d ago20K96118130.59%
$SHAZ PARTNERS WITH VAST DATA ON CONFIDENTIAL AI INFRASTRUCTURE Sharon AI will integrate VAST DataEnclave into its AI Factory platform across Australia and Asia-Pacific, allowing regulated customers to run advanced AI models onshore, including in fully air-gapped environments. The setup keeps both customer data and model weights encrypted during processing, including GPU memory and interconnect traffic, with Nvidia GPUs running in Confidential Compute mode. Customers and model providers keep control of their own encryption keys, while even Sharon AI itself cannot access the underlying data or model weights. The platform is aimed at banks, government agencies and other organizations that cannot send sensitive workloads to conventional cloud-hosted AI services.29d ago20K4851060.30%
Paramount executives have discussed asking Musk to join a syndicate of equity investors as it looks for fresh cash following its Warner Bros. Discovery acquisition. https://t.co/RPmsPvQIuU29d ago20K8177040.49%
AT&T $T Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $32.30B (Est. $31.69B) 🟢; +5.3% YoY 🔹 Adj. EPS: $0.65 (Est. $0.60) 🟢; +20.4% YoY 🔹 Adj. EBITDA: $12.50B (Est. $12.32B) 🟢 🔹 Free Cash Flow: $5.0B; vs $4.9B LY FY26 Guide: 🔹 Adj. EPS: $2.40 range (Est. $2.34) 🟢 🔹 Adj. EBITDA Growth: +3%-+4% 🔹 AC Service Revenue Growth: 5%+ 🔹 Capital Investment: $23B-$24B 🔹 Free Cash Flow: $18B+ 🔹 Share Repurchases: ~$10B Segment Revenue: 🔹 Advanced Connectivity: $29.48B; +7.2% YoY 🔹 Legacy: $1.52B; -24.5% YoY 🔹 Latin America: $1.24B; +13.2% YoY Advanced Connectivity: 🔹 Service Revenue: $23.90B; +6.1% YoY 🔹 Segment Oper. Income: $7.6B; +18.9% YoY 🔹 Segment EBITDA: $12.33B; +7.3% YoY Other Q3 Metrics: 🔹 Postpaid Phone Net Adds: 379,000 🔹 Postpaid Phone Churn: 0.92% 🔹 Fiber Net Adds: 442,000 🔹 Fixed Wireless Net Adds: 327,000 🔹 Fiber Locations: More Than 39M 🔹 GAAP EPS: $0.13; vs $1.29 LY Key Updates: 🔹 Mexico wireless impairment charge: $2.6B, non-cash 🔸 Adj. EPS of $0.65 is GAAP EPS of $0.13 adjusted for a $0.41 impairment charge associated with the held-for-sale Mexico wireless business, $0.09 employee separation charges and $0.02 for benefit-related, transaction, legal and other items 🔹 Returned to Shareholders: ~$4.8B 🔹 Common Share Repurchases: $2.8B Comments: 🔸 “We are growing valuable customer relationships as more homes and businesses choose AT&T for all their advanced connectivity needs across both internet and on-the-go wireless”1d ago20K971773100.67%
"Limited Edition" https://t.co/PYjGCWKGiI29d ago20K6115040.35%
Falconer is launching an AI knowledge base that helps keep company information up to date for employees and AI agents. It connects GitHub, Slack, documents and meetings. When code changes, Falconer identifies affected documentation and drafts updates for review. Teams can also enable automatic updates for eligible documents. Employees and agents can ask questions in Falconer or Slack and get answers with source citations. Its Knowledge Health dashboard flags outdated information, gaps and contradictions.1d ago20K2325140.18%
XPeng $XPEV delivered 41,256 vehicles in September, up 5% MoM. Q3 deliveries reached 118,390 vehicles, up 15% QoQ. The L03 also topped 10,000 monthly deliveries for the first time. https://t.co/pPMtTiIUyA22d ago20K6431030.36%
$AGNC INVESTMENT Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. EPS: $0.37 (Est. $0.37) 🟡 🔹 Tangible Book Value/Share: $7.13; -16.9% QoQ 🔹 Economic Return: -12.7% 🔹 Dividends Declared: $0.36/share Other Q3 Metrics: 🔹 GAAP EPS: -$1.17 🔹 Comprehensive Income/Share: -$1.28 🔹 Net Spread & Dollar Roll Income: $444M 🔹 Investment Portfolio: $94.4B 🔹 At-Risk Leverage: 7.9x 🔹 Net Interest Spread: 1.86% 🔹 Unencumbered Cash & Agency MBS: $6.3B Key Updates: 🔹 Net loss in other gain (loss), net: -$1.7B, or -$1.44/share 🔹 ATM Offerings: 97.6M shares, net proceeds of $992M Comments: 🔸 “Fixed income markets experienced significant pressure in the third quarter, particularly in the final weeks of September, as fixed income investor sentiment turned decidedly bearish, interest rates increased sharply, and interest rate volatility spiked.”3d ago20K26515010.24%
BOK FINANCIAL $BOKF Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Interest Income: $370.0M 🔹 Fees and Commissions: $188.0M 🔹 EPS: $2.64 (Est. $2.53) 🟢; +19% YoY 🔹 Adj. EPS: $2.64 🔹 Net Income: $159.9M (Est. $152M) 🟢 Other Q3 Metrics: 🔹 Net Interest Margin: 3.00%; +9 bps YoY 🔹 Income Before Taxes: $200.8M (Est. $195M) 🟢 🔹 Return on Avg. Equity: 10.43% (Est. 9.9%) 🟢 🔹 Book Value/Share: $97.34 (Est. $102.01) 🔴 🔹 Efficiency Ratio: 63.52% 🔹 Period-End Loans: $27.7B 🔹 Period-End Deposits: $39.5B 🔹 CET1 Ratio: 12.73% Key Updates: 🔹 Net charge-offs: $886 thousand, or 0.01% of average loans on an annualized basis 🔹 Assets under management or administration: $129.3 billion 🔹 No provision for expected credit losses was necessary for the third quarter of 2026. 🔹 No shares of common stock were repurchased during the third quarter of 2026. Comments: 🔸 “Higher rates created headwinds for mortgage banking and fixed-income trading this quarter, but we view those businesses through the cycle, where they provide an important source of diversification to our overall earnings profile.”3d ago20K2258010.18%
UNITED AIRLINES $UAL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $17.88B (Est. $17.89B) 🟡; +17.4% YoY 🔹 Adj. EPS: $2.54 (Est. $2.59) 🔴; -8.6% YoY 🔹 Adj. Pre-Tax Income: $1.11B (Est. $1.11B) 🟡 🔹 Adj. Oper Income: $1.23B (Est. $1.26B) 🔴 🔹 Adj. Net Income: $833M (Est. $867M) 🔴 Q4 Guide: 🔹 Revenue Growth: Over 20% YoY Revenue Streams: 🔹 Premium: +17% YoY 🔹 Basic Economy: +16% YoY 🔹 Loyalty: +17% YoY 🔹 Cargo: +23% YoY 🔹 Contracted Business: +26% YoY Other Q3 Metrics: 🔹 TRASM: 20.19¢; +15.9% YoY 🔹 CASM-ex: 13.09¢; +7.8% YoY 🔹 Avg Fuel Price: $3.90/gallon; +60.3% YoY 🔹 Capacity: +1.3% YoY 🔹 Consolidated Load Factor: 83.9%; -0.5 pts YoY 🔹 GAAP EPS: $3.14; +8.3% YoY Announcements: 🔹 Starlink installed on more than 640 aircraft 🔹 Live professional and college football launched on Starlink-enabled seatback screens 🔹 Largest-ever international network expansion planned with 10 new destinations Key Updates: 🔹 GAAP results include $213M of net gains on sale of assets and other special charges, primarily $294M of gains on aircraft sale-leaseback transactions 🔹 GAAP results also include $13M of nonoperating unrealized losses on investments 🔹 GAAP results also include $6M of income tax expense on adjustments, net 🔹 Fuel expense was up $1.8B compared to Q3 2025 Comments: 🔸 “We are winning new long-term, brand-loyal United customers because they are trying us for Starlink but staying with us for the industry-leading app, great service, on-board product and technology,” 🔸 “These advantages will persist long after the fast, low-Earth orbit Wi-Fi we are offering today becomes the industry standard.”2d ago20K55126250.40%
PROCTER & GAMBLE $PG Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $23.28B (Est. $22.79B) 🟢; +4% YoY 🔹 Adj. EPS: $2.00 (Est. $1.88) 🟢; +1% YoY 🔹 Core Gross Margin: 50.0%; -150 bps YoY 🔹 Organic Sales: +4% YoY 🔹 GAAP EPS: $1.97; +1% YoY FY27 Guide: 🔹 Adj. EPS: $6.89-$7.11 (Est. $6.97) 🟡 🔹 Net Sales Growth: +2%-+4% 🔹 Organic Sales Growth: +1% to +3% 🔹 Core Effective Tax Rate: 20% to 21% 🔹 Adj. FCF Productivity: 85% to 90% 🔹 Dividends: Over $10B 🔹 Share Repurchases: ~$5B Segment Organic Sales: 🔹 Beauty: +5.4% YoY 🔹 Grooming: +4.5% YoY 🔹 Health Care: +2.7% YoY 🔹 Fabric & Home Care: +4.8% YoY 🔹 Baby, Feminine & Family Care: +3.0% YoY Other Q1 Metrics: 🔹 Core Oper Margin: 25.9%; -80 bps YoY 🔹 Operating Cash Flow: $5.8B 🔹 Adj. FCF Productivity: 93% Capital Return: 🔹 Dividends Paid: $2.6B 🔹 Share Repurchases: $1.3B Key Updates: 🔹 Thorne acquisition updated net sales guidance effective October 1, 2026 🔸 FY27 core EPS outlook absorbs an approximately $1.4B after-tax commodity cost headwind Comments: 🔸 “While we expect there will continue to be geopolitical and economic challenges, this strong start keeps us on track to deliver within our guidance ranges for organic sales growth, core EPS growth and free cash flow productivity for the fiscal year.”11h ago20K94216260.65%
Jensen Huang just highlighted NVIDIA's growing AI presence in 🇪🇺 Europe, with over 12,000 companies in its ecosystem, more than $10 billion invested over the past year, and 14 new startup investments this week. https://t.co/FAQDyTZcid2d ago20K125751150.77%
$CME GROUP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.74B (Est. $1.71B) 🟢 🔹 Adj. EPS: $3.02 (Est. $2.98) 🟢; +13% YoY 🔹 Adj. Operating Income: $1.21B (Est. $1.19B) 🟢 Other Q3 Metrics: 🔹 GAAP EPS: $2.89 🔹 GAAP Net Income: $1.04B 🔹 Adj. Net Income: $1.08B 🔹 GAAP Operating Income: $1.14B 🔹 Clearing & Transaction Fees: $1.38B 🔹 Market Data Revenue: $243.1M; +20% YoY 🔹 Avg. Rate Per Contract: $0.679; -3% YoY 🔹 Non-U.S. ADV: 9.0M contracts Average Daily Volume (thousands of contracts): 🔹 Total: 29,445 🔹 Interest Rates: 15,121; +13% YoY 🔹 Equity Indexes: 7,714; +23% YoY 🔹 Energy: 2,665; +16% YoY 🔹 Agricultural Commodities: 2,022; +18% YoY 🔹 Metals: 935; +13% YoY 🔹 Foreign Exchange: 988; +18% YoY Capital Return: 🔹 Dividends Paid: ~$465M 🔹 Share Repurchases: $524M 🔹 Cash: $2.4B 🔹 Debt: $3.4B Comments: 🔸 “We launched several innovative new products and generated a new high of $100 billion in average daily capital efficiencies.”1d ago20K721210240.51%
CAPITAL ONE $COF Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $16.3B (Est. $16.27B) 🟡 🔹 Adj. EPS: $6.69 (Est. $5.50) 🟢 🔹 GAAP EPS: $5.61; +16% YoY 🔹 Net Income: $3.5B Other Q3 Metrics: 🔹 Net Interest Margin: 8.41% 🔹 Pre-Provision Earnings: $7.5B 🔹 Non-Interest Expense: $8.9B 🔹 Provision for Credit Losses: $2.9B 🔹 Net Charge-offs: $3.1B 🔹 Efficiency Ratio: 54.19% 🔹 Adj. Efficiency Ratio: 48.76% 🔹 CET1 Ratio: 13.8% Loans & Deposits: 🔹 Period-End Loans: $462.5B 🔹 Credit Card Loans: $276.4B 🔹 Consumer Banking Loans: $94.0B 🔹 Commercial Banking Loans: $92.1B 🔹 Period-End Deposits: $480.7B 🔹 Average Deposits: $482.6B Key Updates: 🔸 Acquisition amortization expenses: $483M pre-tax, $0.60 per share 🔸 Discover integration expenses: $338M pre-tax, $0.42 per share 🔸 Brex integration expenses: $47M pre-tax, $0.06 per share 🔸 $225M loan reserve release Comments: 🔸 “The Discover integration continues to go well and we’re making good progress on delivering the expected synergies”2d ago20K5878270.42%
STIFEL UPGRADES $MSFT TO BUY, PT $575 Expects Microsoft to sustain mid-to-high teens revenue growth, citing accelerating Azure growth, continued Copilot adoption and increasing GitHub usage. The firm says open-weight models are also strengthening Microsoft’s LLM-agnostic AI strategy across Azure and Copilot.1mo ago20K74910120.49%
CINTAS $CTAS Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.01B (Est. $2.98B) 🟢; +10.9% YoY 🔹 Organic Revenue Growth: 8.9% 🔹 Gross Margin: 51.5%; +120 bps YoY 🔹 EPS: $1.39 (Est. $1.35) 🟢; +15.8% YoY Raises FY27 Guide: 🔹 Revenue: $12.15B-$12.27B (Est. $12.22B) 🟡; from $12.10B-$12.25B 🔹 EPS: $5.45-$5.54 (Est. $5.50) 🟡; from $5.36-$5.50 Segment Net Revenue: 🔹 Uniform Rental & Facility Services: $2.3B; +9.7% YoY 🔹 First Aid & Safety Services: $388.5M 🔹 All Other: $330.7M Other Q1 Metrics: 🔹 Operating Income: $711.9M; +15.2% YoY 🔹 Operating Margin: 23.6% 🔹 Net Income: $551.7M; +12.3% YoY Comments: 🔸 “We continue to engage with the U.S. Federal Trade Commission as it reviews our transaction with UniFirst.”29d ago20K5557140.37%
ROCHE KIDNEY DRUG HITS PRIMARY ENDPOINT IN PHASE 3 Roche and $IONS reported positive interim Phase 3 results for sefaxersen in IgA nephropathy, with the drug delivering a statistically significant and clinically meaningful reduction in proteinuria at Week 37. Sefaxersen is a once-monthly, self-administered antisense therapy targeting complement factor B. The safety profile was consistent with prior studies, with no new safety signals. The 459-patient trial will continue through Week 105 to evaluate long-term kidney function. Roche licensed sefaxersen from Ionis, which remains eligible for regulatory and sales milestones plus tiered royalties on net sales. The readout gives Ionis a second positive Phase 3 result in roughly 24 hours, following its FUS-ALS update.1mo ago20K3630030.21%
BARCLAYS $BCS Q3’26 EARNINGS HIGHLIGHTS 🔹 Total Income: £7,365M (Est. £7,622M) 🔴 🔹 EPS: 12.3p; +18% YoY 🔹 Profit Before Tax: £2,322M (Est. £2,420M) 🔴 🔹 Attributable Profit: £1,646M (Est. £1,637M) 🟢 Income by Division: 🔹 Barclays UK: £2,349M; +4% YoY 🔹 UK Corporate Bank: £573M; +10% YoY 🔹 Private Bank & Wealth Mgmt: £369M; +10% YoY 🔹 Investment Bank: £3,129M; +1% YoY 🔹 US Consumer Bank: £928M; -1% YoY Other Q3 Metrics: 🔹 RoTE: 11.7% (Est. 11.5%) 🟢 🔹 CET1 Ratio: 14.2% (Est. 14.3%) 🔴 🔹 Cost/Income Ratio: 62% 🔹 Credit Impairment Charges: £503M 🔹 LLR: 43bps 🔹 TNAV per Share: 410p 🔹 NII ex IB & Head Office: £3.5B; +7% YoY 🔹 FICC: £1,012M; -19% YoY 🔹 Equities: £1,010M; +47% YoY 🔹 Investment Banking: £1,107M; -3% YoY 🔹 Total Deposits: £599.3B Financials: 🔹 CET1 Capital: £52.4B Capital Return: 🔹 Share Buyback: £500M 🔹 YTD Distributions: £2.8B; +46% YoY 🔹 Dividend: 5.9p/share Key Updates: 🔸 Structural cost actions were £201m in Q326, with a further c.£300m planned in Q426 🔸 GoHenry acquisition completed on 1 October 2026 Comments: 🔸 “The Investment Bank delivered strong Equities performance, offsetting a challenging environment for FICC.”13h ago20K3775110.26%
CARPENTER TECHNOLOGY $CRS Q1’27 EARNINGS HIGHLIGHTS 🔹 Net Sales: $798.2M (Est. $831M) 🔴; +9% YoY 🔹 Adj. EPS: $3.25 (Est. $3.14) 🟢; +34% YoY 🔹 Adj. Oper Income: $196.4M (Est. $197M) 🔴 Affirms FY27 Guide: 🔹 Adj. Oper Income: $850M-$880M (Est. $894M) 🔴 🔹 Adj. Free Cash Flow: $400M-$430M Q2 FY27 Guide: 🔹 Adj. Oper Income: $192M-$197M (Est. $200M) 🔴 Cash Flow: 🔹 Adj. Free Cash Flow: -$24.8M 🔹 Operating Cash: $52.8M; +35% YoY Segment Operating Income: 🔹 Specialty Alloys Operations: $216.3M; +27% YoY 🔹 Performance Engineered Products: $7.3M Other Q1 Metrics: 🔹 Adj. Oper Income Growth: +28% YoY 🔹 Net Sales ex-Surcharge: $634.8M; +5% YoY 🔹 Adj. Oper Margin ex-Surcharge: 30.9% 🔹 SAO Adj. Margin ex-Surcharge: 37.7% 🔹 Aerospace & Defense: $425.4M Key Updates: 🔹 Repurchased $133.9M of stock in the quarter, with $985.0M remaining under the $1.0B program 🔹 Reaffirmed the fiscal year 2029 operating income target of $1.2B-$1.3B 🔹 Commercial Aerospace bookings increased 49% year-over-year Comments: 🔸 “Notably, in the current quarter we saw a step up in demand, especially in the commercial aerospace supply chain.”10h ago20K3522040.22%
FACTSET $FDS Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $634.7M (Est. $630M) 🟢; +6.3% YoY 🔹 Organic Revenue: +7.1% YoY 🔹 Adj. EPS: $4.52 (Est. $4.33) 🟢; +11.6% YoY 🔹 GAAP EPS: $3.41; -15.4% YoY 🔹 Adj. Oper Income: $209.4M (Est. $206M) 🟢 🔹 Adj. Operating Margin: 33.0%; -80 bps YoY 🔹 Organic ASV: $2.57B; +7.0% YoY 🔹 FCF: $177.3M (Est. $147M) 🟢; -0.5% YoY FY27 Guide: 🔹 Revenue: $2.6B-$2.63B (Est. $2.62B) 🟡 🔹 Adj. EPS: $19.25-$19.65 (Est. $19.68) 🔴 🔹 GAAP EPS: $17.00-$17.50 🔹 Adj. Operating Margin: 34.75% to 35.25% 🔹 Organic ASV Growth: 5.0% to 6.5% Key Updates: 🔹 Capital Returns: More than $179M in Q4, including $138M in repurchases and more than $41M in dividends 🔹 AI Solutions ASV: More than doubled YoY in FY26 Comments: 🔸 “FactSet delivered strong results, highlighted by a record increase in organic ASV for both the fourth quarter and fiscal year with continued momentum across our AI and data solutions.”22d ago19K5234040.32%
NORFOLK SOUTHERN $NSC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.5B (Est. $3.48B) 🟢; +14% YoY 🔹 Adj. EPS: $3.62 (Est. $3.47) 🟢; +10% YoY Other Q3 Metrics: 🔹 Adj. Income from Railway Ops: $1.2B; +7% YoY 🔹 Adj. Operating Ratio: 65.4%; +210 bps YoY 🔹 Volume: +3% YoY 🔹 GAAP Income from Railway Ops: $1.2B; +5% YoY 🔹 GAAP Operating Ratio: 67.4% Key Updates: 🔹 GAAP EPS: $3.37; adj. EPS of $3.62 excludes merger-related expenses and the effects of the Eastern Ohio incident 🔹 Merger-related expenses and effects of the Incident: $70M ($0.25 per share), excluded from adjusted results Comments: 🔸 “Norfolk Southern delivered another quarter of solid execution, with record revenues, and strong earnings growth aided by continued productivity gains across the network, reflecting continued momentum in our business and the dedication of our team.”9h ago19K3244040.23%
AMERICAN AIRLINES $AAL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $16.34B (Est. $16.21B) 🟢; +19.3% YoY 🔹 Adj. EPS: -$0.28 (Est. -$0.36) 🟢 🔹 Fuel Expense: $4.64B; +67.5% YoY FY26 Guide: 🔹 Adj. EPS: -$1.60 to -$1.00 (Est. -$0.94) 🔴 Q4 Guide: 🔹 Adj. EPS: -$1.10 to -$0.50 (Est. -$0.47) 🔴 🔹 Total Revenue: +19.5% to +22.5% YoY 🔹 Available Seat Miles: +5.5% to +6.5% YoY 🔹 CASM ex-Fuel: +2.5% to +3.5% YoY 🔹 Avg Fuel Price: ~$4.70/gallon Revenue Performance: 🔹 Premium: +22.9% YoY 🔹 Main Cabin: +19.5% YoY 🔹 Domestic: +13.6% YoY 🔹 Atlantic: +14.5% YoY 🔹 Managed Corporate: +27.6% YoY 🔹 Co-Branded Card Spend: nearly 10% YoY Other Q3 Metrics: 🔹 Avg Fuel Price: $3.85/gallon; +62.7% YoY 🔹 Total Revenue per ASM: 20.25¢; +14.5% YoY 🔹 CASM ex-Fuel: 14.34¢; +3.0% YoY 🔹 Available Seat Miles: +4.2% YoY 🔹 Load Factor: 83.4%; -2.6 pts YoY 🔹 Total Available Liquidity: $11.8B Key Updates: 🔹 GAAP results include $9M of mainline operating special items 🔹 GAAP results also include $8M of regional operating special items 🔹 GAAP results also include $95M of net nonoperating special items 🔹 Net special items of $87M after taxes; GAAP net loss $269M, adj. net loss $182M 🔹 American paid an average of $3.85 per gallon in the third quarter, which increased fuel expense by $1.9 billion year over year. Comments: 🔸 “American delivered record third-quarter revenue and the strongest year-over-year revenue growth in my career, with premium performance leading the way.”11h ago19K4989070.38%
HHS and ARPA-H launched SURPASS, a new program aimed at making clinical trials faster and cheaper using AI The program will test: • “Phaseless” trial designs that can use fewer patients • Real-time analysis while trials are still running • Automation to reduce operational delays Selected teams will receive funding and support over five years, with the FDA involved in the program’s design. HHS says developing a drug can currently take more than a decade and cost around $2B, while more than 90% of candidates fail. ARPA-H says the goal is to develop a new trial framework that could eventually cut development costs by up to 10x and timelines by half or more.22d ago19K3539040.26%
CRACKER BARREL $CBRL Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $849.3M (Est. $837M) 🟢; -2.2% YoY 🔹 Adj. EPS: $0.99 (Est. $0.15) 🟢; +34% YoY 🔹 GAAP EPS: $0.54; +80% YoY 🔹 Adj. EBITDA: $62.1M (Est. $42M) 🟢; +11% YoY FY27 Guide: 🔹 Revenue: $3.33B-$3.4B (Est. $3.39B) 🟡 🔹 Adjusted EBITDA: $180M-$200M (Est. $180M) 🟡 🔹 CapEx: $110M-$125M (Est. $127M) 🔴 🔹 Comparable Restaurant Sales: +3%-+5% 🔹 Commodity Inflation: ~3% 🔹 Hourly Wage Inflation: 2.5%-3% Other Q4 Metrics: 🔹 Comparable Restaurant Sales: -2.1% YoY 🔹 Comparable Retail Sales: +0.7% YoY 🔹 GAAP Operating Income: $13.1M; +230% YoY Comments: 🔸 “continued improvements in the underlying traffic trend, key guest metrics, and EBITDA results”29d ago19K3248020.24%
The SEC backed a Tesla-designed program that lets companies offer retail investors the option to automatically cast proxy votes in line with management, a move shareholder activists say will reduce their influence.22d ago19K3828020.26%
PINNACLE FINANCIAL PARTNERS $PNFP Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $1.32B (Est. $1.28B) 🟢 🔹 GAAP Revenue: $1.31B 🔹 Adj. EPS: $2.69 (Est. $2.63) 🟢; +19% YoY 🔹 GAAP EPS: $2.40; +10% YoY 🔹 Net Interest Income: $986M; +148% YoY Other Q3 Metrics: 🔹 Net Income: $379M; +119% YoY 🔹 Net Interest Margin: 3.40% 🔹 Non-Interest Revenue: $326M; +122% YoY 🔹 Adj. Non-Interest Revenue: $323M 🔹 Non-Interest Expense: $749M; +147% YoY 🔹 Adj. Non-Interest Expense: $690M 🔹 Efficiency Ratio-TE: 56.6% 🔹 Adj. Tangible Efficiency Ratio: 48.9% 🔹 Provision for Credit Losses: $86M 🔹 Net Charge-Offs: $50M 🔹 Net Charge-Off Ratio: 0.23% 🔹 NPA Ratio: 0.50% 🔹 Period-End Loans: $89.8B 🔹 Period-End Deposits: $103.0B; +125% YoY 🔹 CET1 Ratio: 10.01% 🔹 Book Value/Share: $91.52 🔹 Tangible Book Value/Share: $61.86 Financials: 🔹 Total Assets: $130.69B 🔹 Net Income Available to Common: $364M 🔹 Adjusted Net Income to Common: $409M Capital Return: 🔹 Dividend: $0.50/share Key Updates: 🔹 Adj. Net Income to Common: $409M vs $364M GAAP 🔹 Merger-Related Expense: $56M 🔹 YoY significantly impacted by the merger 🔹 Added 96 Experienced Revenue Producers Comments: 🔸 “The merger changed our size, not how we perform.”1d ago19K27611010.24%
QIA and JPMorgan $JPM are launching a $20B investment partnership, including a $15B public equities portfolio managed by JPMorgan and $5B for private investments in mid-sized U.S. companies across industrials, services, healthcare and tech.1mo ago19K3752010.24%
PACKAGING CORP OF AMERICA $PKG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.60B (Est. $2.61B) 🔴; vs $2.31B LY 🔹 Adj. EPS: $3.04 (Est. $2.92) 🟢; vs $2.73 LY 🔹 Adj. EBITDA: $577.2M (Est. $566M) 🟢 Q4 Guide: 🔹 Adj. EPS: $2.81 (Est. $2.78) 🟢 Segment Sales: 🔹 Packaging: $2.41B; vs $2.13B LY 🔹 Paper: $163.2M; vs $161.2M LY Segment Operating Income (ex. Special Items): 🔹 Packaging: $407.7M; vs $347.9M LY 🔹 Paper: $29.0M; vs $35.6M LY Other Q3 Metrics: 🔹 GAAP EPS: $2.93; vs $2.51 LY 🔹 GAAP Net Income: $262.3M; vs $226.9M LY 🔹 Total Corrugated Shipments: +10.6% per day 🔹 Legacy Corrugated Shipments: -0.5% per day 🔹 Paper Sales Volume: -2.5% YoY 🔹 Capital Spending: $247.3M Key Updates: 🔹 Facilities closure and other costs: $6.2M ($0.05/share) 🔹 Acquisition and integration-related costs: $3.0M ($0.03/share) 🔹 Corrugated products facility fire: $3.0M ($0.03/share) 🔹 Wallula mill restructuring: $0.3M (-/share) 🔹 Earnings were $.13 above third quarter guidance of $2.91 per share 🔹 Earnings from the acquired Greif operations: $.13 per share Comments: 🔸 “Our mills ran at full capacity during the quarter, and we are meaningfully realizing production benefits from projects at our Jackson mill as well as improved operating performance at the acquired Greif mills.”1d ago19K3876010.27%
AI agents are now consuming 34x more tokens per week than at the beginning of February, reaching 132.6 trillion weekly tokens as of October 5, 2026. https://t.co/ExY4qxxXqX2d ago19K12215143240.94%
Recursive is launching Flint, an open-weight coding model designed to run on your own computer. The company says its optimized engine delivers more than 125 tokens per second on an M4 Pro MacBook Pro at short contexts. Flint has 40B total parameters, with 2.5B active per token. Recursive says its Eureka Machine helped develop the model by proposing research ideas, implementing them and testing the results. The weights are being released under Apache 2.0. @recursive_si https://t.co/eCKOPyNQpO1d ago19K2613130.18%
EQUITY LIFESTYLE PROPERTIES $ELS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $409.9M (Est. $405M) 🟢; vs $393.3M LY 🔹 EPS: $0.45 (Est. $0.50) 🔴; -11.1% YoY 🔹 Normalized FFO/Share: $0.79; +4.6% YoY 🔹 FFO/Share: $0.72; -6.1% YoY FY26 Guide: 🔹 EPS: $2.00-$2.06 (Est. $2.03) 🟡 🔹 Normalized FFO/Share: $3.15-$3.21 🔹 Core Property Operating Revenues: 4.0%-4.6% 🔹 Core MH Base Rental Income: 5.4%-6.0% Q4 Guide: 🔹 EPS: $0.50-$0.56 (Est. $0.53) 🟡 🔹 Normalized FFO/Share: $0.78-$0.84 🔹 Core MH Base Rental Income: 5.4%-6.0% Core Portfolio (YoY): 🔹 Property Operating Revenues: +4.4% 🔹 Property Operating Expenses: +1.3% 🔹 Income from Property Operations: +6.7% 🔹 MH Base Rental Income: +5.7% 🔹 RV & Marina Base Rental Income: +2.1% 🔹 RV & Marina Annual Base Rental Income: +5.3% Other Q3 Metrics: 🔹 Adj. EBITDAre: $192.5M (Est. $191M) 🟢 🔹 Core MH Occupancy: 93.8%; vs 94.3% LY 🔹 New & Used Home Sales: 244 Key Updates: 🔹 Deferred tax valuation allowance: $12.1M 🔹 Insurance proceeds due to catastrophic weather events: $0.2M 🔹 Other items: $0.4M 🔹 2027 MH rent growth assumption: ~5.1% 🔹 2027 Core RV annual rent growth assumption: ~4.7%2d ago19K2733030.19%
ENGINE AT @NVIDIAGTC BERLIN. Here for Jensen Huang’s keynote. I’ll be covering the announcements as they happen. Thanks to @NVIDIA for hosting me. https://t.co/N9iXtKp3JM2d ago19K8135030.49%
ANNALY CAPITAL $NLY Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. EPS: $0.80 (Est. $0.77) 🟢 🔹 Interest Income: $1.97B (Est. $1.81B) 🟢 🔹 Book Value/Share: $17.86 (Est. $20.30) 🔴 🔹 Economic Return: -7.6% 🔹 Dividend: $0.75/share Other Q3 Metrics: 🔹 GAAP EPS: -$1.36 🔹 Net Interest Income: $543.6M 🔹 Net Interest Margin ex-PAA: 1.69% 🔹 Economic Leverage: 5.9x 🔹 Total Portfolio: $106.5B 🔹 Agency Portfolio: $91.8B 🔹 Hedge Ratio: 100% Key Updates: 🔹 Securitizations: issued twelve totaling a record $7.4B 🔹 Series I Preferred Stock: announced redemption of all outstanding shares totaling $442.5M 🔹 At-the-market sales program: raised $757M of accretive capital Comments: 🔸 “While the third quarter of 2026 was a challenging period for fixed income markets, which we were not immune to, we entered the quarter prepared for the volatility. Our cycle-low leverage and minimal duration exposure provided us with the flexibility to actively manage our portfolio while continuing to make attractive investments across our three strategies,”2d ago19K3057040.24%
GENERAL MILLS $GIS Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.4B (Est. $4.35B) 🟢; -3% YoY 🔹 Adj. EPS: $0.75 (Est. $0.72) 🟢; -13% CC 🔹 Adjusted Oper Profit: $634M (Est. $604M) 🟢 🔹 Organic Net Sales Growth: Flat Reaffirms FY27 Guide: 🔹 Organic Net Sales: -1.5%-+0.5% 🔹 Adjusted Operating Profit: -13% to -8% CC 🔹 Adj. EPS: $3.00-$3.20/share 🔹 FCF Conversion: ~95% of adjusted after-tax earnings Segment Net Revenue: 🔹 North America Retail: $2.5B; -3% organic 🔹 International: $794.3M; +4% organic 🔹 North America Pet: $612.8M; flat organic 🔹 North America Foodservice: $523.1M; +4% organic Other Q1 Metrics: 🔹 Organic Net Sales Growth: Flat 🔹 Adjusted Operating Profit Growth: -11% CC 🔹 Adjusted Gross Margin: 33.3%; -90 bps YoY Comments: 🔸 “we remain confident in our ability to deliver our fiscal 2027 guidance.”29d ago19K4065010.28%
General Compute is partnering with @positron_ai to split AI inference across GPUs and specialized chips, with Atlas capacity planned for Q1 2027. GPUs process the prompt. Positron’s systems generate the answer token by token, using hardware designed around fast access to model data. The combined capacity would be available through one endpoint and one contract. General Compute is buying Atlas systems and has also committed to Positron’s next-generation Titan systems. https://t.co/DMby7uI6uJ2d ago19K2206000.15%
CONAGRA BRANDS $CAG Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.6B (Est. $2.59B) 🟢; -1.4% YoY 🔹 Organic Net Sales: -1.1% 🔹 Adj. EPS: $0.41 (Est. $0.28) 🟢; +5.1% YoY 🔹 Adj. Operating Margin: 11.5% 🔹 Adj. Oper Profit: $297.9M (Est. $235M) 🟢; -4.1% YoY 🔹 Adj. EBITDA: $451.4M (Est. $352M) 🟢; +2.4% YoY Affirms FY27 Guide: 🔹 Adj. EPS: $1.40-$1.50 (Est. $1.44) 🟡 🔹 Organic Net Sales: -3% to -1% YoY 🔹 Adj. Operating Margin: 10.0% to 10.5% 🔹 FCF Conversion: >90% 🔹 Net Leverage: ~4.0x Segment Net Sales: 🔹 Grocery & Snacks: $1.1B; -2.6% YoY 🔹 Refrigerated & Frozen: $1.1B; -2.1% YoY 🔹 International: $218.1M; +2.7% YoY 🔹 Foodservice: $272.9M; +3.2% YoY Key Updates: 🔹 Net Debt: $7.4B; -2.5% YoY 🔹 Dividend: $0.35/share Comments: 🔸 “While there is more work to be done, we remain on track to deliver the year and are reaffirming our fiscal 2027 guidance.”22d ago19K3355020.24%
Jensen Huang just showed how NVIDIA and Anthropic are working together to make AI agents more secure with $NVDA OpenShell and Claude Managed Agents. OpenShell allows AI agents to operate inside secure sandboxes while controlling exactly what they can access and do. Here's how it works: • Controls which files, tools, networks, and private data AI agents can access. • Blocks actions by default unless explicitly permitted by security policies. • Monitors agent activity and logs every allowed or blocked action. • Allows companies to run agent execution inside their own infrastructure, keeping sensitive data and code within their environment. • Uses a policy prover to mathematically verify what resources an agent can access. With Claude Managed Agents, Anthropic handles agent orchestration while NVIDIA OpenShell adds security controls inside the execution environment. NVIDIA OpenShell is open source, while Claude Managed Agents is available in public beta.2d ago19K1007121120.71%
UNITED RENTALS $URI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.9B (Est. $4.7B) 🟢 🔹 Adj. EPS: $15.55 (Est. $13.92) 🟢 🔹 Adj. EBITDA: $2.3B (Est. $2.17B) 🟢 🔹 Adj. EBITDA Margin: 47.6% (Est. 46%) 🟢 Raises FY26 Guide: 🔹 Revenue: $18.0B-$18.2B (Est. $17.74B) 🟢 🔹 Adj. EBITDA: $8.3B-$8.4B (Est. $8.05B) 🟢 🔹 Net Rental CapEx: $3.75B-$4.05B 🔹 Operating Cash Flow: $6.25B-$6.85B 🔹 FCF ex Restructuring: $2.15B-$2.45B Segment Rental Revenue: 🔹 General Rentals: $2.61B; +8.8% YoY 🔹 Specialty Rentals: $1.70B; +34.7% YoY Other Q3 Metrics: 🔹 Rental Revenue: $4.32B; +17.8% YoY 🔹 Adj. EBITDA Growth: +19.8% YoY 🔹 Net Income Margin: 18.8%; +220 bps YoY 🔹 Fleet Productivity: +6.5% YoY 🔹 Average OEC: +7.9% YoY 🔹 Used Equipment Sales: $348M; +4.5% YoY 🔹 GAAP EPS: $14.77 🔹 Net Income: $920M; +31.2% YoY 🔹 Net Leverage Ratio: 1.8x Key Updates: 🔹 Gain on sale of business of $4M was reflected in the quarter. 🔹 Adjusted EPS adds back after-tax merger related intangible asset amortization of $0.37, impact on depreciation related to acquired fleet and property and equipment of $0.18, impact of the fair value mark-up of acquired fleet of $0.05 and restructuring charge of $0.18. 🔹 The company expects to complete $1.5B of share repurchases in 2026. 🔹 Quarterly dividend: $1.97/share, payable November 25, 2026. Comments: 🔸 “Our raised guidance reflects this, and is supported by our customers’ confidence, their backlogs, and the momentum we see across large projects.”1d ago19K4775070.36%
Meta is also updating its regular Ray-Ban Meta line with Gen 3. Gen 3 also supports Dolby Atmos for recording audio. https://t.co/fM4TtjMe9V29d ago18K6957020.45%
Aries launched a brokerage that lets traders build their own trading workspace by adding widgets or asking AI to set it up. https://t.co/ltkqBiogxh2d ago18K1622030.12%
CHUBB $CB Q3’26 EARNINGS HIGHLIGHTS 🔹 P&C Premiums Written: $13.18B (Est. $13.45B) 🔴 🔹 Adj. EPS: $7.66 (Est. $6.81) 🟢; +0.8% YoY 🔹 Core Operating Income: $2.98B; -2.2% YoY 🔹 P&C Combined Ratio: 84.1%; vs 81.8% LY P&C Net Premiums Written by Segment: 🔹 North America Commercial: $5.51B; -2.7% YoY 🔹 North America Personal: $1.91B; +5.3% YoY 🔹 North America Agricultural: $1.53B; +5.1% YoY 🔹 Overseas General: $3.94B; +6.7% YoY 🔹 Global Reinsurance: $287M; -5.6% YoY Other Q3 Metrics: 🔹 P&C Underwriting Income: $2.06B; -8.8% YoY 🔹 CAY Combined Ratio ex-Cat: 82.6%; vs 82.5% LY 🔹 Catastrophe Losses: $705M; vs $285M LY 🔹 Adj. Net Investment Income: $1.89B; +6.3% YoY 🔹 Life Net Premiums Written: $1.96B; +1.4% YoY 🔹 Life Segment Income: $369M; +11.4% YoY 🔹 Core Operating ROE: 14.9% 🔹 Core Operating ROTE: 21.6% 🔹 Net Income: $2.84B; +1.5% YoY 🔹 GAAP EPS: $7.30; +4.4% YoY Capital Return: 🔹 Total Capital Returned: $1.57B 🔹 Buybacks: $1.18B 🔹 Dividends: $393M Key Updates: 🔹 Total pre-tax net catastrophe losses: $705M; vs $285M LY 🔹 Net income to core operating income, net of tax: adjusted net realized (gains) losses, net of tax $94M; integration expenses and severance, net of tax $8M; market risk benefits (gains) losses, net of tax $55M; amortization of deferred tax asset from Bermuda law ($60M); amortization of fair value adjustments, net of tax $39M 🔹 Favorable prior period development: $511M pre-tax, vs $361M LY 🔹 Book value per share: $191.43, +5.1% YoY; tangible book value per share $126.96, +5.7% YoY Comments: 🔸 “I fully expect North America commercial growth to improve in future quarters.”2d ago18K3997040.32%
Stock trading platform Aries just raised a $7M seed round led by Thomas Peterffy, with backing from Kleiner Perkins, Patrick Collison, John Paulson, and 638 users. It also launched Aries Infinite, a customizable, AI-powered trading canvas. https://t.co/cRx3RwvCKy1d ago18K2144040.18%
HONEYWELL TECHNOLOGIES $HON Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.99B (Est. $5B) 🔴; +1% YoY 🔹 Adj. EPS: $2.27 (Est. $2.17) 🟢; +34% YoY 🔹 Organic Sales Growth: +7% 🔹 Segment Margin: 21.3%; +370 bps YoY Raises FY26 Guide: 🔹 Revenue: $20.00B-$20.10B (Est. $20.13B) 🔴 🔹 Adj. EPS: $8.40-$8.45 (Est. $8.30) 🟢 🔹 Organic Growth: +4% to +5% 🔹 Segment Margin: ~20.5% 🔹 Operating Cash Flow: ~$2.1B 🔹 Free Cash Flow: ~$2.1B Cash Flow: 🔹 Free Cash Flow: $688M; +15% YoY 🔹 Operating Cash Flow: $607M Segment Sales: 🔹 Building Automation: $2.02B; +8% organic 🔹 Process Automation & Tech: $1.86B; +8% organic 🔹 Industrial Automation: $1.12B; +4% organic Other Q3 Metrics: 🔹 GAAP EPS: $2.40; -20% YoY 🔹 Segment Profit: $1.06B; +23% YoY 🔹 Backlog: Nearly $19B; +7% YoY 🔹 Operating Margin: 14.8%; +640 bps YoY Key Updates: 🔹 GAAP EPS of $2.40 includes pension income, $0.21/share; amortization of acquisition-related intangibles, $0.32/share; acquisition-related costs, $0.10/share; divestiture-related costs, $0.04/share; ERP implementation costs, $0.02/share; sale of business, $0.67/share gain; equity loss of Quantinuum, $0.35/share; all excluded from adjusted EPS 🔸 FY26 adjusted EPS guidance of $8.40-$8.45 compares with $8.05-$8.35 previously. Comments: 🔸 “As a result of this strong performance, we are raising our full-year 2026 outlook, which gives me great confidence in our long-term strategy and our ability to deliver on our 2029 targets.”12h ago18K54113030.39%
THERMO FISHER SCIENTIFIC $TMO Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $12.14B (Est. $11.95B) 🟢; +9% YoY 🔹 Adj. EPS: $6.68 (Est. $6.40) 🟢; +15% YoY 🔹 Organic Revenue Growth: +6% Other Q3 Metrics: 🔹 Adj. Oper Income: $2.97B (Est. $2.87B) 🟢 🔹 Adj. Net Income: $2.48B (Est. $2.38B) 🟢 🔹 Adj. Oper Margin: 24.5%; +120 bps YoY 🔹 GAAP Oper Margin: 18.6%; +120 bps YoY 🔹 Free Cash Flow: $2.12B; vs $1.84B LY Segment Revenue: 🔹 Life Sciences Solutions: $2.72B; vs $2.59B LY 🔹 Analytical Instruments: $2.00B; vs $1.89B LY 🔹 Specialty Diagnostics: $1.10B; vs $1.17B LY 🔹 Lab Products & Biopharma: $6.86B; vs $5.97B LY Key Updates: 🔹 GAAP EPS: $4.64; +9% YoY 🔹 Completed our previously announced divestiture of our microbiology business 🔸 Cost of revenues adjustments: $0.02/share 🔸 Selling, general and administrative expenses adjustments: -$0.06/share 🔸 Restructuring and other costs: $0.54/share 🔸 Amortization of acquisition-related intangible assets: $1.40/share 🔸 Other income/expense adjustments: $0.04/share 🔸 Income taxes adjustments: $0.07/share 🔸 Equity in earnings/losses of unconsolidated entities: $0.02/share Comments: 🔸 “Looking ahead, we’re well positioned to deliver an excellent 2026 as we continue to drive long-term value creation for all of our stakeholders and build an even brighter future for our company.”2d ago18K93204060.67%
EAST WEST BANCORP $EWBC Q3’26 EARNINGS HIGHLIGHTS 🔹 Total Revenue: $823M; +6% YoY 🔹 Adj. EPS: $2.76 (Est. $2.72) 🟢 🔹 GAAP EPS: $2.76; +4% YoY 🔹 Net Interest Income: $718.9M; +6% YoY 🔹 Net Income: $382M; +4% YoY Other Q3 Metrics: 🔹 Adj. Net Income: $382.0M (Est. $375M) 🟢 🔹 Income Before Taxes: $494.7M (Est. $485M) 🟢 🔹 Noninterest Income: $103.9M; +3% YoY 🔹 Total Fee Income: $93.5M; +2% YoY 🔹 Net Interest Margin: 3.49%; -4 bps YoY 🔹 Efficiency Ratio: 34.4% 🔹 Provision for Credit Losses: $45M 🔹 Net Charge-off Ratio: 0.15% 🔹 Total Loans: $59.7B; +7% YoY 🔹 Total Deposits: $71.5B; +7% YoY 🔹 Book Value/Share: $65.97 (Est. $68.98) 🔴 🔹 Tangible Book Value/Share: $62.55; +6% YoY 🔹 Return on Average Common Equity: 16.30% 🔹 CET1 Ratio: 15.41% Financials: 🔹 Total Assets: $86.0B; +8% YoY Capital Return: 🔹 Dividend: $0.80/share Key Updates: 🔹 Record revenue, net interest income, pre-tax pre-provision income, net income and diluted EPS 🔹 Noninterest-bearing demand deposits increased nearly 15% YoY 🔹 Allowance for loan losses: $865M, or 1.45% of loans HFI Comments: 🔸 “Revenue, net interest income, pre-tax pre-provision income (“PTPP”), net income, and diluted earnings per share all set new records.”2d ago18K2951020.20%
MOLINA HEALTHCARE $MOH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.08B (Est. $10.81B) 🟢 🔹 Adj. EPS: $0.89 (Est. $0.74) 🟢; -53% YoY 🔹 GAAP EPS: $0.73; -52% YoY 🔹 Premium Revenue: $10.46B; -4% YoY 🔹 MCR: 92.9% FY26 Guide: 🔹 Premium Revenue: ~$42B 🔹 GAAP EPS: At least $2.38 🔹 Adj. EPS: At least $5.25 Segment Premium Revenue: 🔹 Medicaid: $8.2B 🔹 Medicare: $1.62B 🔹 Marketplace: $642M Segment MCR: 🔹 Medicaid: 93.0% 🔹 Medicare: 93.0% 🔹 Marketplace: 92.5% Other Q3 Metrics: 🔹 G&A Ratio: 6.4% 🔹 Members: ~4.9M 🔹 Days in Claims Payable: 44 🔹 Parent Cash & Investments: ~$608M Key Updates: 🔸 Amortization of intangible assets: $0.19/share 🔸 Income tax effect: -$0.03/share 🔸 Full year guidance includes a loss of $1.50 per share due to the implementation of the new Florida Medicaid contract in the fourth quarter of 2026 and a loss of $1.00 per share due to performance of the traditional MAPD product, which the Company previously announced it will exit for 2027. Comments: 🔸 “With the apparent plateauing of medical cost trend, which remains at elevated levels, and the strength of recent rate updates for 2027, we believe we are likely observing the beginning of the turn in Medicaid margins.”1d ago18K3592040.28%
MUELLER INDUSTRIES $MLI Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $1.42B (Est. $1.28B) 🟢; +31% YoY 🔹 GAAP EPS: $1.00; +6% YoY 🔹 Oper Income: $281.6M; +2% YoY 🔹 Net Income: $221.2M; +6% YoY Other Q3 Metrics: 🔹 COMEX Copper Avg: $6.48/lb; +34.2% YoY 🔹 Cash from Operations: $337.0M 🔹 Cash & ST Investments: $1.48B Segment Net Sales: 🔹 Piping Systems: $890.6M 🔹 Industrial Metals: $409.4M 🔹 Climate: $142.8M Segment Operating Income: 🔹 Piping Systems: $225.3M 🔹 Industrial Metals: $33.7M 🔹 Climate: $46.3M Key Updates: 🔹 The results include $9.4M in charges related to purchase accounting for recent acquisitions. 🔹 Purchased 3.2 million shares of common stock for $201.9M. 🔹 Dividends per share increased to $0.175 versus $0.125. 🔹 Per-share figures reflect the two-for-one stock split that took effect on June 30, 2026. Comments: 🔸 “Throughout the quarter, demand remained healthy and backlogs grew in each segment, largely propelled by U.S. data center expansions and other commercial building activities.”2d ago18K4286040.33%
EQUIFAX $EFX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.69B (Est. $1.69B) 🟡; +10% YoY 🔹 Adj. EPS: $2.26 (Est. $2.20) 🟢; +11% YoY 🔹 Adj. EBITDA: $560.2M (Est. $555M) 🟢; +11% YoY 🔹 Adj. EBITDA Margin: 33.1% (Est. 32.8%) 🟢 Cuts FY26 Guide: 🔹 Revenue: $6.65B-$6.68B (Est. $6.73B) 🔴 🔹 Adj. EPS: $8.45-$8.55 (Est. $8.50) 🟡 Q4 Guide: 🔹 Revenue: $1.61B-$1.64B (Est. $1.69B) 🔴 🔹 Adj. EPS: $2.07-$2.17 (Est. $2.19) 🔴 Segment Revenue: 🔹 Workforce Solutions: $693.9M; +7% YoY 🔹 Verification Services: $603.2M; +9% YoY 🔹 Employer Services: $90.7M; -5% YoY 🔹 U.S. Information Solutions: $599.1M; +13% YoY 🔹 Online Information Solutions: $529.7M; +13% YoY 🔹 Financial Marketing Services: $69.4M; +11% YoY 🔹 International: $399.5M; +9% YoY Segment Adj. EBITDA Margin: 🔹 Workforce Solutions: 51.4% 🔹 USIS: 35.4% 🔹 International: 30.9% Announcements: 🔹 Círculo de Crédito acquisition expected to close in Q4 Other Q3 Metrics: 🔹 GAAP EPS: $1.79; +39% YoY 🔹 GAAP Net Income: $211.7M; +32% YoY 🔹 Local Currency Revenue: +9% YoY 🔹 U.S. Mortgage Revenue: +15% YoY 🔹 Vitality Index: 17%+ 🔹 Adj. Net Income: $267.4M (Est. $259M) 🟢 Key Updates: 🔹 Acquisition-related costs: $8.9M 🔹 Share repurchases: 0.5M shares for $92M Comments: 🔸 “Workforce Solutions delivered 7% revenue growth, with Diversified Markets growth of 9% led by strong over 20% growth in Talent Solutions, strong high double-digit growth in Consumer Lending and accelerating sequential mid single-digit growth in Government.”2d ago18K52101020.36%
CARMAX $KMX Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $7.9B (Est. $7.01B) 🟢; +19.5% YoY 🔹 EPS: $1.16 (Est. $0.74) 🟢; +81.3% YoY 🔹 Net Earnings: $165.3M (Est. $106M) 🟢; +73.3% YoY 🔹 Total Gross Profit: $799.5M; +11.4% YoY Q2 Metrics: 🔹 Retail Used Units: 227,391; +13.8% YoY 🔹 Comp Used Units: +13.0% 🔹 Wholesale Units: 160,344; +15.9% YoY 🔹 GP per Retail Unit: $2,105 🔹 GP per Wholesale Unit: $858 🔹 CAF Income: $135.6M; +32.1% YoY 🔹 SG&A: $628.6M; +4.6% YoY 🔹 Used Vehicle Revenue: $6.3B; +19.7% YoY 🔹 Wholesale Revenue: $1.4B; +18.2% YoY Key Updates: 🔹 Share Repurchases: Plans to resume in Q3 FY ’27; $1.31B authorization remaining 🔹 Strategic Update: November 3 Comments: 🔸 “We delivered 81% EPS growth as we strengthened our price competitiveness, increased Extended Protection Plan margins, expanded CAF’s share of Tier 2 originations, continued to enhance our digital experience, and drove material SG&A leverage.”24d ago18K4082040.30%
GENERAL MOTORS $GM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $50.02B (Est. $48.7B) 🟢; +2.9% YoY 🔹 Adj. EPS: $3.70 (Est. $3.63) 🟢; +32.2% YoY 🔹 Adj. EBIT: $4.11B (Est. $4.24B) 🔴; +21.6% YoY 🔹 Adj. EBIT Margin: 8.2%; +1.3 ppts YoY 🔹 Adj. Auto FCF: $5.88B; +40.0% YoY FY26 Guide: 🔹 Adj. EPS: $12.75-$13.75 (Est. $13.41) 🟡 🔹 Adj. EBIT: $14.5B-$15.5B (Est. $14.77B) 🟡 🔹 Adj. Auto FCF: $11.5B-$12.5B; from $9.5B-$11.5B 🔹 Net Income: $8.9B-$9.5B; from $8.4B-$9.8B 🔹 GAAP EPS: $9.72-$10.72; from $8.98-$10.98 🔹 Auto Operating Cash Flow: $17.3B-$20.3B Segment Performance: 🔹 GMNA EBIT-adjusted: $3.59B; +43.4% YoY 🔹 GMNA Margin: 8.7%; +2.5 ppts YoY 🔹 GMI EBIT-adjusted: $28M; -87.7% YoY 🔹 GM Financial EBT-adjusted: $668M; -16.9% YoY 🔹 China Equity Income: $32M; vs $80M LY Other Q3 Metrics: 🔹 GAAP EPS: $3.73; n.m. YoY 🔹 Net Income: $3.34B; n.m. YoY 🔹 Auto Operating Cash Flow: $8.05B; +32.6% YoY Key Updates: 🔹 Adjustments: $0.27 per share before a $0.06 tax effect and $0.23 tax adjustment 🔹 EV strategic realignment: $238M charge 🔹 New Share Repurchase Authorization: $20.0B multi-year 🔹 Quarterly Dividend: $0.18/share, payable December 17, 20262d ago18K5483070.40%
HALLIBURTON $HAL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.70B (Est. $5.58B) 🟢 🔹 Adj. EPS: $0.60 (Est. $0.58) 🟢 🔹 Adj. Operating Income: $731M (Est. $730M) 🟡 🔹 Adj. Net Income: $501M (Est. $486M) 🟢 Cash Flow: 🔹 Operating Cash Flow: $368M 🔹 Free Cash Flow: $156M 🔹 Capital Expenditures: $266M 🔹 Share Repurchases: ~$250M Segment Revenue: 🔹 Completion and Production: $3.09B 🔹 Drilling and Evaluation: $2.61B Segment Operating Income: 🔹 Completion and Production: $457M 🔹 Drilling and Evaluation: $391M Revenue by Region: 🔹 North America: $2.16B 🔹 Latin America: $1.12B 🔹 Europe/Africa/CIS: $1.02B 🔹 Middle East/Asia: $1.41B Announcements: 🔹 Secured an integrated well construction and completions contract from Eni for the Cronos ultra-deepwater development in Block 6 of the Cyprus Exclusive Economic Zone. 🔹 Received an integrated contract by bp for the first appraisal campaign in the Bumerangue field, offshore deepwater Brazil. Other Q3 Metrics: 🔹 Operating Margin: 10.9% (12.8% adj.) 🔹 GAAP EPS: $0.50 Key Updates: 🔹 Recognized a pre-tax charge of $107M related to impairments and other charges 🔹 Severance costs: $107M 🔹 Inventory costs and write-downs: $25M 🔹 Fixed and other assets write-offs: $14M 🔹 Gain on investments: $36M 🔹 Other: $3M credit 🔹 Tax adjustment: $23M 🔹 Spent $42M on SAP S4 migration Comments: 🔸 “Our revenue exceeded our expectations, and we took important steps towards improving our margins.”2d ago18K5261220.36%
GENUINE PARTS $GPC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.52B (Est. $6.52B) 🟡; +4.2% YoY 🔹 Adj. EPS: $2.07 (Est. $2.05) 🟢; +4.5% YoY 🔹 Comparable Sales: +2.9% FY26 Guide: 🔹 Adj. EPS: $7.50-$7.75 (Est. $7.78) 🔴 🔹 GAAP EPS: $5.60-$5.85 🔹 Total Sales Growth: +3% to +5.5% 🔹 FCF: $550M-$700M Segment Sales: 🔹 North America Automotive: $2.54B; +2.2% YoY 🔹 International Automotive: $1.57B; +4.5% YoY 🔹 Industrial: $2.41B; +6.1% YoY Segment Comparable Sales: 🔹 North America Automotive: +1.7% 🔹 International Automotive: +1.1% 🔹 Industrial: +5.5% Segment EBITDA: 🔹 North America Automotive: $194M; -2.9% YoY 🔹 International Automotive: $141M; +4.7% YoY 🔹 Industrial: $317M; +11.2% YoY Other Q3 Metrics: 🔹 GAAP EPS: $1.62; flat YoY 🔹 Adj. Net Income: $286M (Est. $285M) 🟢 Key Updates: 🔹 After-tax adjustments: $61M ($0.45/share), costs associated with the company's global restructuring initiative and the planned separation of the company's Automotive and Industrial businesses 🔹 Restructuring and other costs: $65M ($0.47/share) 🔹 Separation costs: $21M ($0.15/share) 🔹 Tax impact of adjustments: -$25M (-$0.18/share) 🔹 Previous FY26 Adj. EPS outlook: $7.50-$8.00 🔹 Previous FY26 GAAP EPS outlook: $5.90-$6.40 🔹 Planned separation on track for completion in the first quarter of 2027 Comments: 🔸 “Our third quarter performance demonstrates the strength of our market leading businesses and our teams' continued focus on serving customers and executing our strategic priorities.”2d ago18K3642030.26%
HASBRO $HAS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.60B (Est. $1.48B) 🟢; +15% YoY 🔹 Adj. EPS: $2.90 (Est. $1.86) 🟢 🔹 GAAP EPS: $2.77 🔹 Adj. Operating Profit: $541M; +52% YoY 🔹 Adj. EBITDA: $604.5M (Est. $442M) 🟢 Raises FY26 Guide: 🔹 Adj. EBITDA: $1.58B-$1.63B (Est. $1.47B) 🟢 🔹 Revenue Growth: 7%-9% (constant currency) 🔹 Adj. Operating Margin: 27%-28% Segment Revenue: 🔹 Wizards and Digital Gaming: $747.2M; +31% YoY 🔹 Consumer Products: $827.9M; +4% YoY 🔹 Entertainment: $20.2M; +9% YoY Announcements: 🔹 Magic: The Gathering Surpasses $600M in Quarterly Revenue for First Time Other Q3 Metrics: 🔹 Magic: The Gathering: $616.1M; +34% YoY 🔹 Monopoly Go!: $41M 🔹 Wizards Operating Profit: $367M; +46% YoY 🔹 Hasbro Total Gaming: $934.9M; +24% YoY Key Updates: 🔹 Tariff refunds: $55M 🔹 Returned to shareholders: $206M through the quarterly dividend and share repurchases 🔹 Debt: $79M deployed toward debt reduction Comments: 🔸 “With a Magic lineup that keeps building, we expect a strong finish to 2026 and continued growth in 2027.”2d ago18K4771030.33%
COMCAST $CMCSA Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $29.30B (Est. $29.25B) 🟡; -6.1% YoY 🔹 Adj. EPS: $1.07 (Est. $0.98) 🟢; -4.0% YoY 🔹 Adj. EBITDA: $9.11B (Est. $8.9B) 🟢 🔹 Free Cash Flow: $4.21B (Est. $3.2B) 🟢 Pro Forma (ex-Versant, Sky Germany): 🔹 Pro Forma Revenue: +0.5% YoY 🔹 Pro Forma Adj. EBITDA: +0.8% YoY Segment Revenue: 🔹 Residential C&P: $17.02B; -3.5% YoY 🔹 Business Services: $2.65B; +2.7% YoY 🔹 Media: $5.36B; +13.0% YoY 🔹 Studios: $2.97B; -1.1% YoY 🔹 Theme Parks: $2.60B; -4.4% YoY Other Q3 Metrics: 🔹 Domestic Broadband Net Losses: 144,000 🔹 Domestic Wireless Line Net Adds: 368,000 🔹 Total Domestic Wireless Lines: 10.6M 🔹 Peacock Adj. EBITDA: $261M; vs -$217M LY 🔹 Theme Parks Adj. EBITDA: $780M; -17.1% YoY 🔹 C&P Adj. EBITDA Margin: 38.6%; -70 bps YoY 🔹 GAAP EPS: $0.97; vs $0.90 LY Key Updates: 🔹 Acquisition-related amortization: $0.11 per share 🔹 Investments: $0.03 per-share gain 🔹 Transaction costs: $0.01 per share 🔹 Other adjustments: $0.01 per share 🔹 Launched Xfinity Shield, a First-of-its-Kind Platform That Transforms Xfinity Wi-Fi into an Always-On Layer of Cybersecurity, Home and Family Protection 🔹 Dividends paid: $1.2B Comments: 🔸 “In Content & Experiences, Peacock delivered its second consecutive profitable quarter, generating $261 million in Adjusted EBITDA on $1.8 billion in revenue, driven by strong growth in distribution”11h ago18K4773230.35%
KINDER MORGAN $KMI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.53B (Est. $4.38B) 🟢; vs $4.15B LY 🔹 Adj. EPS: $0.35 (Est. $0.32) 🟢; +21% YoY 🔹 Adj. EBITDA: $2.18B; +9% YoY FY26 Guide: 🔹 Adj. EPS: >13% favorable to $1.36 budget 🔹 Adj. EBITDA: >6% favorable to $8.6B budget 🔹 Year-End Net Debt/Adj. EBITDA: 3.6x 🔹 Declared Dividends: $1.19/share Adj. Segment EBDA: 🔹 Natural Gas Pipelines: $1.49B 🔹 Products Pipelines: $313M 🔹 Terminals: $314M Other Q3 Metrics: 🔹 GAAP EPS: $0.34; +21% YoY 🔹 Net Income: $764M; vs $628M LY 🔹 Adj. Net Income: $792M; +22% YoY 🔹 Cash Flow from Operations: $1.59B 🔹 FCF: $545M 🔹 Net Debt/Adj. EBITDA: 3.5x 🔹 Natural Gas Transport Volumes: +3% YoY 🔹 Natural Gas Gathering Volumes: +14% YoY 🔹 Project Backlog: $14.4B Key Updates: 🔹 Certain Items: $28M net charge to GAAP 🔹 Legal, environmental, and other accruals: $138M charge 🔹 Risk management activities: $3M gain 🔹 Income tax Certain Items: $42M benefit 🔹 Dividend: $0.2975/share; +2% YoY 🔹 SNG has reached a final investment decision to proceed with the Southeast Connector Project. Comments: 🔸 “As our record-setting performance indicates, the strong interest from our customers in developing additional natural gas infrastructure continues to grow.”1d ago18K4574030.34%
GRACO $GGG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $586.4M (Est. $588M) 🔴; +8% YoY 🔹 Adj. EPS: $0.81 (Est. $0.82) 🔴; +5% YoY 🔹 Adj. Operating Earnings: $160.9M; +1% YoY Q4 Guide: 🔹 Revenue: $610M-$640M (Est. $642M) 🔴 Segment Net Sales: 🔹 Contractor: $276.0M 🔹 Industrial: $264.6M 🔹 Expansion Markets: $45.7M Segment Operating Earnings: 🔹 Contractor: $71.2M 🔹 Industrial: $74.5M 🔹 Expansion Markets: $10.9M Other Q3 Metrics: 🔹 GAAP EPS: $0.75; -9% YoY 🔹 Operating Earnings: $148.1M; -10% YoY 🔹 Net Earnings: $121.6M; -12% YoY 🔹 Adj. Net Earnings: $131.3M; +2% YoY Key Updates: 🔹 Acquisition costs: $5.8M pre-tax, $4.5M net of tax 🔹 Amortization of acquired intangible assets: $7.0M pre-tax, $5.3M net of tax 🔹 Excess tax benefit from option exercises: $0.1M 🔹 Net sales growth: 4% organic and 4% from acquired operations 🔹 Incoming organic orders: +7% in the quarter 🔹 Repurchased $132M of shares in the third quarter 🔹 ABB partnership expands Transverse Flux Motor technology into data center cooling towers, heat rejection systems and related thermal management applications Comments: 🔸 “We were encouraged that incoming organic orders increased 7% in the quarter and 4% for the year-to-date, with all three segments contributing to year-to-date order growth.” 🔸 “While end market conditions remain mixed, we have confidence in the position of our businesses and the opportunities ahead.”1d ago17K2584020.22%
QUEST DIAGNOSTICS $DGX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.10B (Est. $3.05B) 🟢; +10.0% YoY 🔹 Adj. EPS: $3.00 (Est. $2.86) 🟢; +15.4% YoY 🔹 GAAP EPS: $2.78; +28.7% YoY Raises FY26 Guide: 🔹 Revenue: $12.07B-$12.11B (Est. $12B) 🟢 🔹 Adj. EPS: $11.25-$11.35 (Est. $11.19) 🟢 🔹 GAAP EPS: $10.21-$10.31 🔹 Operating Cash Flow: ~$1.90B 🔹 Capex: ~$550M Cash Flow: 🔹 Operating Cash Flow: $611M; +8.8% YoY 🔹 Capex: $166M; +15.0% YoY Other Q3 Metrics: 🔹 Adj. Oper Income: $517M (Est. $487M) 🟢 🔹 Adj. Oper Margin: 16.7% 🔹 Requisition Volume: +14.5% YoY 🔹 Organic Requisition Volume: +14.4% YoY 🔹 Revenue per Requisition: -4.2% YoY Announcements: 🔹 Quest laboratory test panels with over 50 biomarkers will be available through Apple Health later this year 🔹 Definitive agreement to acquire select outreach lab assets from a leading health system in the Northeastern U.S. 🔹 Launched a new AD-Detect test panel with pTau217, amyloid beta and APOE 🔹 Advanced Project Nova to the solutions-build phase; first lab deployment expected in fall 2027 Comments: 🔸 “With these growth trends and our strong performance, we are raising our revenue and EPS guidance for the full year.”11h ago17K2754040.23%
BLACKSTONE $BX Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $3.22B (Est. $3.28B) 🔴; -3% YoY 🔹 Adj. EPS: $1.32 (Est. $1.28) 🟢; -13% YoY 🔹 Distributable Earnings: $1.72B; -9% YoY 🔹 Fee Related Earnings: $1.57B; +6% YoY 🔹 Total AUM: $1.37T; +10% YoY Capital Metrics: 🔹 Inflows: $63.3B 🔹 Deployment: $30.1B 🔹 Realizations: $33.1B 🔹 Fee-Earning AUM: $989.7B; +9% YoY 🔹 Perpetual Capital AUM: $562.3B; +12% YoY 🔹 Total Dry Powder: $228.9B Segment Distributable Earnings: 🔹 Real Estate: $553.7M; -10% YoY 🔹 Private Equity: $813.1M; -7% YoY 🔹 Credit & Insurance: $433.0M; +4% YoY 🔹 Multi-Asset Investing: $103.9M; +31% YoY Other Q3 Metrics: 🔹 FRE per Share: $1.26; +5% YoY 🔹 Net Accrued Performance Revenues: $7.3B 🔹 GAAP EPS: $0.83; +4% YoY 🔹 GAAP Net Income: $662.4M Capital Return: 🔹 Quarterly Dividend: $1.12/share 🔹 Share Repurchases: 0.2M shares Key Updates: 🔸 $1.5B to be distributed to shareholders with respect to the quarter through dividends and share repurchases Comments: 🔸 “Blackstone delivered strong third-quarter results amid a volatile external environment.”11h ago17K6084020.43%
AT&T & CORNING SIGN $3B+ FIBER SUPPLY DEAL AT&T $T and Corning $GLW have signed a multi-year agreement worth more than $3 billion, with Corning supplying fiber and cable for AT&T’s U.S. network expansion. The deal supports AT&T’s goal of reaching 60 million Americans with fiber by the end of 2030. AT&T says the average Fiber household now uses more than 1 TB of data per month, about 5x 2016 levels, and expects that to reach 2 to 2.5 TB by 2030 as streaming, cloud services and AI drive higher data usage. Corning will supply the fiber through its U.S. manufacturing operations, including facilities in North Carolina. AT&T also reiterated its existing financial outlook, which already includes the impact of the agreement.23d ago17K1101662110.83%
NORTHROP GRUMMAN $NOC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.12B (Est. $11.14B) 🟡; +7% YoY 🔹 Adj. EPS: $7.89 (Est. $7.18) 🟢; +3% YoY 🔹 Total Operating Income: $1.27B (Est. $1.2B) 🟢 🔹 Operating Margin: 11.4%; -50 bps YoY FY26 Guide: 🔹 Revenue: $43.75B-$44.25B (Est. $44.07B) 🟡 🔹 Adj. EPS: $29.35-$29.75 (Est. $28.98) 🟢 🔹 Adj. FCF: $3.10B-$3.50B (Est. $3.16B) 🟡 🔹 Segment Oper Income: $4.94B-$5.04B; from $4.85B-$5.00B Cash Flow: 🔹 Operating Cash Flow: $1.75B; +12% YoY 🔹 Capital Expenditures: $306M Segment Sales: 🔹 Aeronautics Systems: $3.58B; +14% YoY 🔹 Defense Systems: $2.31B; +12% YoY 🔹 Mission Systems: $3.16B; +2% YoY 🔹 Space Systems: $2.75B; +2% YoY Announcements: 🔹 Significant awards include $4.6B for restricted programs (primarily at Aeronautics Systems, Space Systems, and Mission Systems), $2.0B for Sentinel, $1.4B for Virginia Class submarines, $1.3B for F-35 at Aeronautics Systems, and $1.0B for E-2. Other Q3 Metrics: 🔹 Backlog: $109.6B 🔹 Net Awards: $16.4B 🔹 Book-to-Bill: 1.5x 🔹 Segment Operating Margin: 12.1%; vs 12.3% LY Key Updates: 🔹 Company raises 2026 guidance for key financial metrics 🔹 Adjusted free cash flow increased 44% due to proceeds received in connection with the sale of equipment to a customer Comments: 🔸 “I’m confident our new record backlog, well-positioned portfolio and investments, and industry-leading performance will continue to drive sales and earnings growth as reflected in our 2027 outlook.”2d ago17K6551260.45%
$ALLY FINANCIAL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.33B (Est. $2.3B) 🟢; +8% YoY 🔹 Adj. EPS: $1.34 (Est. $1.34) 🟡; +16% YoY 🔹 GAAP EPS: $1.30; +10% YoY 🔹 Core Pre-Tax Income: $581M (Est. $566M) 🟢 Other Q3 Metrics: 🔹 Adj. Revenue: $2.35B; +9% YoY 🔹 Net Financing Revenue: $1.75B 🔹 NIM ex. OID: 3.66%; +11 bps YoY 🔹 Core Net Income: $412M (Est. $417M) 🔴 🔹 Core ROTCE: 13.1%; +80 bps YoY 🔹 Retail Auto Net Charge-Offs: 1.89%; +1 bps YoY 🔹 Consumer Auto Originations: $12.9B; +10% YoY 🔹 Retail Deposits: $141.9B 🔹 CET1 Ratio: 10.2% 🔹 Book Value/Share: $43.24 (Est. $45.96) 🔴 🔹 Adj. Tangible Book Value/Share: $41.00 Pre-Tax Income by Segment: 🔹 Automotive Finance: $337M 🔹 Insurance: $80M 🔹 Corporate Finance: $98M Capital Return: 🔹 Share Repurchases: $178M 🔹 Dividend: $0.30/share Key Updates: 🔹 Adj. EPS adds back $0.05 of Core OID and removes $0.01 for the change in fair value of equity securities 🔹 Increase in fair value of equity securities: $5M Comments: 🔸 “We are growing our core franchises, improving returns, maintaining risk discipline, and demonstrating our ability to both strengthen capital and return it to shareholders.”2d ago17K3752040.28%
PULTEGROUP $PHM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.97B (Est. $4.21B) 🔴 🔹 EPS: $2.53 (Est. $2.66) 🔴; vs $2.96 LY 🔹 Home Sale Gross Margin: 24.8%; vs 26.2% LY 🔹 Net New Orders: 6,208 homes; -6% YoY Other Q3 Metrics: 🔹 Home Sale Revenues: $3.9B; -9% YoY 🔹 Closings: 6,876 homes; -9% YoY 🔹 Avg. Sales Price: $561K; -1% YoY 🔹 Net New Order Value: $3.5B; vs $3.6B LY 🔹 Backlog: 10,298 homes; $6.4B in value 🔹 Avg. Community Count: 1,077; +7% YoY 🔹 Net Income: $476M; vs $586M LY 🔹 SG&A: $397M; 10.3% of home sale revenues 🔹 Mortgage Capture Rate: 85%; vs 84% LY Capital Return: 🔹 Share Repurchases: $350M; 2.8M shares Key Updates: 🔹 Cash: $1.4B; Debt-to-Capital Ratio: 12% Comments: 🔸 “Within this environment, we continue to appropriately balance the price and pace of home sales, align production accordingly, and remain disciplined in our allocation of capital.”11h ago17K3166010.25%
TRACTOR SUPPLY $TSCO Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.91B (Est. $3.81B) 🟢; +5.1% YoY 🔹 Adj. EPS: $0.43 (Est. $0.41) 🟢 🔹 Gross Margin: 36.4% Affirms FY26 Guide: 🔹 Adj. EPS: $1.90-$2.00 (Est. $1.94) 🟡 🔹 Adj. Net Income: $990M-$1.05B (Est. $1B) 🟡 🔹 Net Sales: +2.5%-+3.5% 🔹 Comparable Store Sales: -1% to flat 🔹 Adj. Oper Margin: 8.5%-8.8% 🔹 Oper Margin: 8.0%-8.3% 🔹 Net Income: $930M-$990M 🔹 GAAP EPS: $1.78-$1.88 Comparable Store Sales: 🔹 Total: +0.4% 🔹 Transaction Count: -0.3% 🔹 Average Ticket: +0.7% Other Q3 Metrics: 🔹 GAAP EPS: $0.43; -11.6% YoY 🔹 Operating Income: $307.7M; -10.2% YoY 🔹 Net Income: $224.7M; -13.3% YoY Key Updates: 🔹 Capital Returned: $213.4M 🔹 New Stores: 23 Tractor Supply 🔹 Petsense Stores Closed: 74 Comments: 🔸 “Our progress in the quarter and the actions underway give us confidence in our ability to deliver within our full-year guidance, which we are reaffirming today.”11h ago17K2933030.22%
ELEVANCE HEALTH $ELV Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $50.44B (Est. $49.21B) 🟢; +0.7% YoY 🔹 Adj. EPS: $6.99 (Est. $4.68) 🟢; +15.9% YoY 🔹 Benefit Expense Ratio: 90.6%; +70 bps YoY Raises FY26 Guide: 🔹 Adj. EPS: at least $29.00 🔹 GAAP EPS: at least $22.00 🔹 Operating Cash Flow: at least $6.5B Segment Operating Revenue: 🔹 Health Benefits: $43.36B; +2.6% YoY 🔹 Carelon: $19.3B; +5% YoY Other Q3 Metrics: 🔹 GAAP EPS: $6.27; +17.9% YoY 🔹 Operating Margin: 2.5%; -10 bps YoY 🔹 Total Medical Membership: 44.9M; -1.1% YoY 🔹 Operating Cash Flow: $1.3B Key Updates: 🔹 Amortization of other intangible assets: $0.49/share 🔹 Net losses on financial instruments: $0.22/share 🔹 Transaction and integration related costs: $0.19/share 🔹 Business optimization program charges: $0.08/share 🔹 Litigation and settlement expenses: $0.04/share 🔹 Tax impact of non-GAAP adjustments: -$0.31/share 🔸 Results reflect improved operating performance and a net non-operating benefit of $1.85 per share 🔹 Share Repurchases: 0.8M shares for $330M; Quarterly Dividend: $1.72/share Comments: 🔸 “We are raising our 2026 earnings outlook and remain confident in delivering at least 12% growth in adjusted diluted earnings per share in 2027 from our higher earnings baseline of at least $26.75(3).”2d ago17K4087230.35%
SOUTHWEST AIRLINES $LUV Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $8.42B (Est. $8.25B) 🟢; +21% YoY 🔹 Adj. EPS: $0.66 (Est. $0.57) 🟢; +500% YoY 🔹 Adj. Oper Income: $452M (Est. $363M) 🟢 🔹 Adj. Net Income: $328M (Est. $284M) 🟢 FY26 Guide: 🔹 Adj. EPS: $2.60-$2.85 (Est. $2.87) 🔴 🔹 Capacity: ~+1.2% YoY; from ~+1.5% Q4 Guide: 🔹 Adj. EPS: $0.55-$0.80 (Est. $0.85) 🔴 🔹 ASMs: +3%-+4% YoY 🔹 RASM: +19%-+21% YoY 🔹 CASM-X: +4.0%-+4.5% YoY Other Q3 Metrics: 🔹 GAAP EPS: $0.55 🔹 Adj. Operating Margin: 5.4%; +4.8 pts YoY 🔹 RASM: 18.55¢; +21.6% YoY 🔹 CASM-X: +3.8% YoY 🔹 Capacity: -0.4% YoY 🔹 Load Factor: 79.8%; flat YoY Key Updates: 🔹 GAAP results include a $30M impairment of long-lived assets 🔹 GAAP results also include $13M of litigation accruals 🔹 GAAP results also include $30M of severance and related costs 🔹 GAAP results also include a $16M net income tax impact of special items 🔹 GAAP EPS of $0.55 reflects $0.15 per share of special items, partly offset by a $0.04 per share tax impact (adj. EPS $0.66) 🔹 Returned $176M to shareholders through dividends; $450M remains under the $2.0B share repurchase authorization 🔹 Expect 2026 net capital spending between $2.5B and $2.75B Announcements: 🔹 Southwest Icon Lounge™ network launches with first guests expected in 2027 🔹 Capital Markets Day scheduled for March 2, 2027 Comments: 🔸 “Demand remained strong as we lapped last year's bag fee and other commercial initiatives, reinforcing our belief that the earnings power we've built is durable, even with significantly higher fuel costs.”1d ago17K33113030.29%
RELIANCE $RS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $5.21B (Est. $4.66B) 🟢; +42.8% YoY 🔹 Adj. EPS: $8.02 (Est. $6.64) 🟢; +120% YoY 🔹 Gross Margin: 27.9%; -0.4 pts YoY 🔹 Non-GAAP Pretax Income: $544.2M (Est. $455M) 🟢 Q4 Guide: 🔹 Adj. EPS: $7.40-$7.60 (Est. $5.61) 🟢 🔹 Tons Sold: +13.5% to +15.5% YoY 🔹 Avg Selling Price/Ton: +1.0% to +3.0% vs Q3 Cash Flow: 🔹 Operating Cash Flow: $212.0M 🔹 Free Cash Flow: $133.0M 🔹 Capital Expenditures: $79.0M 🔹 Share Repurchases: $44.7M 🔹 Dividends: $63.8M Sales by Commodity: 🔹 Carbon Steel: $3.12B; +53.5% YoY 🔹 Aluminum: $861.7M; +38.6% YoY 🔹 Stainless Steel: $634.9M; +29.6% YoY 🔹 Alloy: $186.8M; +17.0% YoY 🔹 Copper & Brass: $129.1M; +25.8% YoY Other Q3 Metrics: 🔹 GAAP EPS: $7.84; +118.4% YoY 🔹 Non-GAAP Net Income: $412.1M (Est. $337M) 🟢 🔹 FIFO Gross Margin: 31.6%; +2.6 pts YoY 🔹 Tons Sold: 1,867.2K; +15.6% YoY 🔹 Avg Selling Price/Ton: $2,815; +24.0% YoY Key Updates: 🔹 Q4 Outlook: Includes LIFO expense of $112.5M, or $1.64/share 🔹 Share Repurchase Authorization: $2.5B; no set expiration date 🔹 Declared a quarterly cash dividend of $1.25/share Comments: 🔸 “The U.S. Department of Homeland Security border wall contract we were awarded earlier this year continued to ramp and delivered another meaningful contribution to third quarter earnings.”1d ago17K2975030.26%
HUNTINGTON BANCSHARES $HBAN Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.81B 🔹 Adj. EPS: $0.38 (Est. $0.37) 🟢 🔹 GAAP EPS: $0.33 🔹 Net Interest Income: $2.07B 🔹 Noninterest Income: $722M Other Q3 Metrics: 🔹 Net Interest Margin: 3.25% 🔹 Avg Loans & Leases: $188.4B 🔹 Avg Deposits: $223.8B 🔹 Net Income: $680M 🔹 Net Charge-offs: 0.31% 🔹 CET1 Ratio: 10.1% 🔹 ROTCE: 14.6% (16.6% adj.) 🔹 Tangible Book Value/Share: $9.47 Capital Return: 🔹 Buybacks: $100M Comments: 🔸 “We are also seeing increasing benefits from our recent partnerships with Veritex and Cadence, and are achieving our targeted cost and revenue synergies.”11h ago17K2744010.21%
SNAP-ON $SNA Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $1.18B (Est. $1.25B) 🔴; -0.6% YoY 🔹 EPS: $4.64 (Est. $4.93) 🔴 🔹 Organic Sales: -2.8% YoY Segment Net Sales: 🔹 Commercial & Industrial Group: $404.3M 🔹 Snap-on Tools Group: $471.5M 🔹 Repair Systems & Information Group: $454.7M Segment Operating Earnings: 🔹 Commercial & Industrial Group: $74.7M 🔹 Snap-on Tools Group: $84.8M 🔹 Repair Systems & Information Group: $116.1M 🔹 Financial Services: $68.3M Other Q3 Metrics: 🔹 Op. Earnings before Fin. Services: $248.1M 🔹 Op. Margin before Fin. Services: 21.0% 🔹 Consolidated Oper Earnings: $316.4M 🔹 Financial Services Revenue: $98.6M 🔹 Originations: $270.6M 🔹 Net Earnings: $243.0M Key Updates: 🔹 Acquisition-related sales: $25.6M 🔹 Favorable foreign currency translation: $0.4M 🔹 Capital expenditures in 2026 to approximate $100M 🔹 Full-year 2026 effective income tax rate to approximate 22% Comments: 🔸 “Our third quarter was mixed with varied outcomes among our business groups. The results were principally marked by the unprecedentedly accelerated rise in diesel prices, which in our mobile van channel prompted franchisees to reduce inventories despite very stable demand from their technician customers, substantially impacting the Tools Group in the period and overcoming what was an encouraging, record-setting performance in the Commercial & Industrial Group, led by gains in the critical industries and the precision torque arena,”11h ago17K2233020.18%
I’ll be at @NVIDIAGTC in Berlin tomorrow, covering the full event. Anything about NVIDIA or AI you’ve been curious about? Drop your questions below. I’ll see what I can find out while I’m there. Thanks to @nvidia for inviting me. https://t.co/1ekQ7U2ZGm2d ago17K41210030.33%
$CACI Q1’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.47B (Est. $2.52B) 🔴; +8.2% YoY 🔹 Adj. EPS: $7.66 (Est. $6.67) 🟢; +11.8% YoY 🔹 EBITDA: $328.8M (Est. $295M) 🟢; +22.4% YoY 🔹 Operating Income: $247.5M (Est. $212M) 🟢 FY27 Guide: 🔹 Revenue: $10.70B-$10.90B (Est. $10.81B) 🟡 🔹 Adj. EPS: $33.18-$34.08 (Est. $33.64) 🟡 🔹 Adj. Net Income: $740M-$760M 🔹 Free Cash Flow: At least $900M Revenue by Customer: 🔹 Department of War: $1.35B; +14.8% YoY 🔹 Intelligence Community: $612.0M; +2.6% YoY 🔹 Federal civilian agencies: $396.4M; -3.7% YoY 🔹 Commercial and other: $112.0M; +12.1% YoY Other Q1 Metrics: 🔹 Organic Revenue Growth: +2.1% 🔹 EBITDA Margin: 13.3% 🔹 GAAP EPS: $5.84; +3.7% YoY 🔹 Net Income: $130.4M; +4.5% YoY 🔹 Adj. Net Income: $171.0M; +12.7% YoY 🔹 Free Cash Flow: $133.5M 🔹 Contract Awards: $4.8B 🔹 Book-to-Bill: 2.0x 🔹 Total Backlog: $34.0B; +0.3% YoY 🔹 Funded Backlog: $6.2B; +14.8% YoY Key Updates: 🔹 Adjusted diluted EPS excludes intangible amortization expense of $2.43 per share and its $0.61 tax effect 🔹 Raising fiscal year 2027 guidance for Revenue, Adjusted net income, and Adjusted EPS; reaffirming guidance for other financial metrics 🔹 Five-year task order valued at up to $1.6B to continue helping the U.S. Army Special Operations Command stay ahead of emerging threats 🔹 One-year plus four option periods award with a $1.5B ceiling to support U.S. Central Command and its mission partners 🔹 Marcie Small appointed Executive Vice President and Chief Human Resources Officer Comments: 🔸 “Based on our results, large and growing backlog, and healthy pipeline, we are raising our fiscal year 2027 revenue and earnings profit outlook while reaffirming guidance for other financial metrics.”1d ago17K2475030.24%
PG&E $PCG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.19B (Est. $6.83B) 🔴 🔹 Adj. EPS: $0.41 (Est. $0.42) 🔴; -18% YoY 🔹 GAAP EPS: $0.34 Affirms FY26 Guide: 🔹 Adj. EPS: $1.64-$1.66 (Est. $1.65) 🟡 Affirms FY27 Guide: 🔹 Adj. EPS: $1.78-$1.82 (Est. $1.80) 🟡 Business Highlights: 🔹 Undergrounding Plan: 5,000 miles 🔹 Data Center Projects: 174 MW Key Updates: 🔹 GAAP EPS of $0.34 includes $156M of after-tax non-core items ($0.07 per share), all excluded from core EPS, made up of Wildfire Fund amortization of $102M, bankruptcy and legal costs benefit of $29M, investigation remedies of $8M, SB 901 securitization of $23M, strategic repositioning of $42M and wildfire-related costs of $10M 🔹 Strategic review advancing with the goal of becoming a financially strong, investment-grade company Comments: 🔸 “Our PG&E team continues to make meaningful progress delivering safe, affordable, reliable, and clean energy to our customers.”12h ago17K2554010.21%
LAS VEGAS SANDS $LVS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.22B (Est. $3.37B) 🔴; -3% YoY 🔹 Adj. EPS: $0.54 (Est. $0.71) 🔴 🔹 Adj. Property EBITDA: $1.12B; -16% YoY Segment Net Revenue: 🔹 Macao Operations: $1.94B 🔹 Marina Bay Sands: $1.29B Segment Adj. Property EBITDA: 🔹 Macao Operations: $529M 🔹 Marina Bay Sands: $590M Other Q3 Metrics: 🔹 Adj. Net Income: $343M (Est. $480M) 🔴 🔹 GAAP EPS: $0.48 🔹 Net Income: $352M; -28% YoY 🔹 Operating Income: $618M; -14% YoY 🔹 Capital Expenditures: $281M Key Updates: 🔹 Macao Operations: lower by $11M (high hold) 🔹 Share repurchases: $950M of common stock during the quarter 🔹 Recurring dividend: raised to $1.44 per share annually ($0.36 per quarter) for 2027 🔹 SCL common stock purchased: $101M, raising ownership to 75.56% Comments: 🔸 “At Marina Bay Sands in Singapore, we delivered solid financial performance.”1d ago16K2874020.25%
ROLLINS $ROL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.09B (Est. $1.11B) 🔴; +6.2% YoY 🔹 Adj. EPS: $0.34 (Est. $0.35) 🔴; -2.9% YoY 🔹 Gross Margin: 53.5%; -90 bps YoY 🔹 Adj. Oper Income: $230.7M (Est. $231M) 🟡 🔹 Adj. Oper Margin: 21.2%; -140 bps YoY 🔹 Adj. EBITDA: $256.6M (Est. $261M) 🔴 🔹 Adj. EBITDA Margin: 23.5% (Est. 23.5%) 🟡 Cash Flow: 🔹 FCF: $235.5M (Est. $213M) 🟢; +28.8% YoY 🔹 Operating Cash Flow: $241.9M; +26.4% YoY Revenue by Service: 🔹 Residential: $499.7M; +4.9% YoY 🔹 Commercial: $360.7M; +7.7% YoY 🔹 Termite & Ancillary: $217.9M; +6.5% YoY 🔹 Franchise & Other: $11.4M; +11.4% YoY Organic Revenue Growth: 🔹 Total: +4.4% 🔹 Residential: +2.3% 🔹 Commercial: +6.6% 🔹 Termite & Ancillary: +5.3% Other Q3 Metrics: 🔹 Adj. Net Income: $163.3M (Est. $167M) 🔴 🔹 GAAP EPS: $0.33; -2.9% YoY 🔹 GAAP Net Income: $157.9M; -3.4% YoY 🔹 GAAP Oper Income: $222.9M; -1.0% YoY 🔹 GAAP Oper Margin: 20.5%; -140 bps YoY Key Updates: 🔹 Acquisition-related expenses: $7.8M ($0.02/share) 🔹 Loss (gain) on sale of assets, net: -$0.5M 🔹 Tax impact of adjustments: -$1.9M 🔹 The Company invested $27M in acquisitions, $6M in capital expenditures, $120M in share repurchases, and paid dividends totaling $87M. Comments: 🔸 “Residential customer acquisition remained under pressure in the third quarter.”1d ago16K3074020.26%
CROWN CASTLE $CCI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.00B (Est. $1.01B) 🔴 🔹 EPS: $0.67 (Est. $0.68) 🔴; -9% YoY 🔹 Adj. EBITDA: $673M (Est. $674M) 🟡; -6% YoY 🔹 AFFO/Share: $1.24; +11% YoY FY26 Guide: 🔹 EPS: $1.76-$2.41 (Est. $1.93) 🟡 🔹 Adj. EBITDA: $2.69B-$2.74B (Est. $2.7B) 🟡 🔹 AFFO/Share: $4.54-$4.66 🔹 AFFO: $1.96B-$2.01B 🔹 Site Rental Revenues: $3.85B-$3.90B Other Q3 Metrics: 🔹 Site Rental Revenues: $966M; -5% YoY 🔹 AFFO: $530M; +8% YoY 🔹 Net Income: $283M; -12% YoY 🔹 Organic Growth: $35M, or 3.5% 🔹 Capex: $66M; +57% YoY Key Updates: 🔹 Organic growth excludes an unfavorable $61M and $5M impact from DISH Terminations and Sprint Cancellations, respectively 🔹 Dividend: $1.0625/share, ~$452M paid 🔹 Acquired an outstanding residual economic interest on a subset of tower sites and extended the term of a significant customer on those sites Comments: 🔸 “In the third quarter, we improved margins and strengthened our customer relationships including the completion of an agreement with a key customer.” 🔸 “We are increasing our full year 2026 guide for Adjusted EBITDA by $25 million and AFFO by $5 million to reflect higher ground lease buyout activity, additional operational efficiencies, and the impact of a customer agreement.”1d ago16K1961020.17%
SEI $SEIC Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $662.0M (Est. $657M) 🟢; +14% YoY 🔹 EPS: $1.38 (Est. $1.55) 🔴; +6% YoY 🔹 Adj. EPS: $1.64; +24% YoY 🔹 Oper Income: $198.0M (Est. $204M) 🔴; +24% YoY 🔹 Operating Margin: 30% 🔹 Adj. Operating Margin: 31% Segment Revenue: 🔹 Investment Managers: $235.8M; +14% YoY 🔹 Private Banks: $160.4M; +11% YoY 🔹 Investment Advisors: $185.4M; +26% YoY 🔹 Institutional Investors: $70.6M; -2% YoY Announcements: 🔹 Repurchase Authorization: Additional $800M; available authorization ~$926M Other Q3 Metrics: 🔹 Net Income: $168.3M (Est. $191M) 🔴 🔹 Net Sales Events: $46.8M 🔹 Recurring Sales Events: $38.6M 🔹 Assets Under Management: $606.4B 🔹 Assets Under Administration: $1.41T 🔹 LSV Net Outflows: $5.3B Key Updates: 🔹 Other Individually Significant Items: $32.5M 🔹 Intangible Assets Amortization: $7.4M 🔹 Income Tax Effect: -$8.2M 🔹 Stratos contributed $23.3M to revenue and $4.4M of operating profit 🔹 Repurchased 2.0M shares for $215.1M Comments: 🔸 “Our growth is broad-based, our client relationships are becoming deeper and more strategic, and our year-to-date sales results have already surpassed the highest full-year total in SEI's history,”1d ago16K1744020.16%
ROPER TECHNOLOGIES $ROP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.17B (Est. $2.17B) 🟡; +8% YoY 🔹 Adj. EPS: $5.89 (Est. $5.79) 🟢; +15% YoY 🔹 Adj. EBITDA: $864M (Est. $862M) 🟢; +7% YoY Raises FY26 Guide: 🔹 Adj. EPS: $22.35-$22.40 (Est. $22.22) 🟢 🔹 Revenue Growth: +8%+ YoY 🔹 Organic Revenue Growth: +7% YoY Q4 Guide: 🔹 Adj. EPS: $5.95-$6.00 (Est. $5.91) 🟢 Segment Revenue: 🔹 Application Software: $1.24B 🔹 Network Software: $446M 🔹 Technology Enabled Products: $486M Other Q3 Metrics: 🔹 Organic Revenue Growth: +7% YoY 🔹 Acquisition Contribution: +1% 🔹 Adj. EBITDA Margin: 39.8%; -40 bps YoY 🔹 GAAP EPS: $4.88; +33% YoY Key Updates: 🔹 Financial impacts associated with minority investments: $0.71/share gain 🔹 Amortization of acquisition-related intangible assets: $1.68/share 🔹 Transaction-related expenses for completed acquisitions: $0.05/share 🔸 FY26 adjusted DEPS guidance raised to $22.35-$22.40 from $22.15-$22.30 🔹 Deployed $436M toward three bolt-on acquisitions and received $1.2B in proceeds from Indicor’s sale of its instrumentation businesses 🔹 AI launches: PowerPlan, Strata, and Vertafore Comments: 🔸 “This quarter, our businesses again brought several AI launches to market, highlighted by PowerPlan, Strata, and Vertafore.”11h ago16K3253010.25%
Cantor Fitzgerald sees $META as a major beneficiary of personal AI agents: As AI capabilities continue to advance, we think personal agents have the potential to emerge as the third S-curve in AI. Meta is well positioned to be a leading beneficiary of this theme with a competitive model specifically trained to lead in agentic tasks, a strong harness with a differentiated UX in Muse, and massive compute infrastructure that can help META scale personal agents rapidly into its user base ahead of competition. Believe the unit economics of Muse are being subsidized in the early days, but META has several paths to a profitable freemium model. Analyst: Deepak Mathivanan29d ago16K1791041171.30%
$DOW Q3’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $11.27B (Est. $11.26B) 🟡; +13% YoY 🔹 Adj. EPS: $0.71 (Est. $0.63) 🟢; vs -$0.19 LY 🔹 GAAP EPS: $0.62; vs $0.08 LY 🔹 Oper EBIT: $887M (Est. $871M) 🟢; vs $180M LY 🔹 Operating EBITDA: $1.55B (Est. $1.54B) 🟢 Cash Flow: 🔹 Operating Cash Flow: $1.84B 🔹 Capital Expenditures: $706M 🔹 Free Cash Flow: $1.13B 🔹 Dividends: $253M Segment Net Sales: 🔹 Packaging & Specialty Plastics: $5.8B; +18% YoY 🔹 Industrial Intermediates: $3.1B; +8% YoY 🔹 Performance Materials: $2.3B; +8% YoY Segment Operating EBIT: 🔹 Packaging & Specialty Plastics: $585M 🔹 Industrial Intermediates: $176M 🔹 Performance Materials: $154M Other Q3 Metrics: 🔹 Local Price: +14% YoY 🔹 Volume: -1% YoY 🔹 Currency: flat YoY 🔹 Cash Flow Conversion: 83.7% Key Updates: 🔹 Significant items: $0.09 per share net charge, excluded from Adj. EPS 🔹 GAAP net income: $525M Comments: 🔸 “Dow delivered a solid third quarter, driven by targeted downstream growth and disciplined execution against an evolving macro backdrop.”12h ago16K4352020.32%
HUD has launched @datavendor_ai, a marketplace where companies can license private code and data to AI labs for training and evaluating models. Labs can review quality checks before buying and test sample tasks with their training environments. Sellers set their own prices and retain ownership. DataVendor says it has 4,000+ vendors and 50K+ assets listed. Sellers can join now, while buyers enter through a waitlist.4h ago16K1424040.15%
KEYCORP $KEY Q3’26 EARNINGS HIGHLIGHTS 🔹 Adj. Revenue: $2.05B (Est. $2.05B) 🟡; +8% YoY 🔹 Adj. EPS: $0.51 (Est. $0.47) 🟢; +24% YoY 🔹 Net Interest Margin: 2.95%; +20 bps YoY Segment Revenue: 🔹 Consumer Bank: $1.05B; +5.9% YoY 🔹 Commercial Bank: $1.20B; +7.7% YoY Other Q3 Metrics: 🔹 Net Interest Income (TE): $1.31B; +9.6% YoY 🔹 Noninterest Income: $744M; +6.0% YoY 🔹 Investment Banking Fees: $214M; +16.3% YoY 🔹 Net Charge-offs: 0.32%; -10 bps YoY 🔹 CET1 Ratio: 11.1%; -70 bps YoY 🔹 Return on TCE: 15.11%; +260 bps YoY 🔹 Assets Under Management: $74.5B; +9.7% YoY Capital Return: 🔹 Buybacks: $320M 🔹 Dividend: $0.205/share Comments: 🔸 “These results reinforce our confidence in achieving and sustaining a return on tangible common equity of 15%+ by the end of 2027.”2d ago16K3862020.30%
$CSX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $4.02B (Est. $3.96B) 🟢; +12% YoY 🔹 Adj. EPS: $0.57 (Est. $0.53) 🟢; +30% YoY 🔹 Adj. Oper Income: $1.57B (Est. $1.48B) 🟢 🔹 Adj. Net Earnings: $1.05B (Est. $991M) 🟢 Other Q3 Metrics: 🔹 Adj. Oper Margin: 39.1%; +880 bps YoY 🔹 Volume: 1.69M units; +5% YoY 🔹 Intermodal Volume: +7% YoY Key Updates: 🔹 Prior-year basis: Adjusted results exclude a non-cash goodwill impairment of $164M 🔹 Revenue drivers: Increased fuel surcharge revenue together with higher volume and pricing across merchandise, intermodal, and coal Comments: 🔸 “The hard work of our railroaders has positioned us well as we enter the fourth quarter, and we look forward to making continued progress toward best-in-class performance in 2027.”1d ago16K3894040.34%
SYNCHRONY $SYF Q3’26 EARNINGS HIGHLIGHTS 🔹 EPS: $2.68 (Est. $2.42) 🟢 🔹 Net Interest Income: $4.8B; +2% YoY 🔹 Net Earnings: $892M; -17% YoY 🔹 Purchase Volume: $49.7B; +8% YoY Purchase Volume by Platform: 🔹 Home & Auto: +9% YoY 🔹 Digital: +5% YoY 🔹 Diversified & Value: +13% YoY 🔹 Health & Wellness: +3% YoY 🔹 Lifestyle: +6% YoY Announcements: 🔸 Established partnership with OpenAI for strategic agentic commerce collaboration 🔸 Announced new integration with Stripe for CareCredit financing at online checkout Other Q3 Metrics: 🔹 Net Interest Margin: 15.50%; -12 bps YoY 🔹 Efficiency Ratio: 35.9%; +330 bps YoY 🔹 Net Charge-offs: 4.79%; -37 bps YoY 🔹 30+ Days Past Due: 4.34%; -5 bps YoY 🔹 Return on Equity: 21.0%; -410 bps YoY 🔹 CET1 Ratio: 12.9% Capital Return: 🔹 Share Repurchases: $1.1B 🔹 Common Stock Dividends: $110M 🔹 Remaining Authorization: ~$4.6B Key Updates: 🔸 Provision included a $30 million reserve build versus a $152 million release in the prior year Comments: 🔸 “Spend reached a record third quarter level and increased across credit cohorts and generations”2d ago16K3643020.28%
EASTGROUP PROPERTIES $EGP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $199.4M (Est. $198M) 🟢; vs $182.1M LY 🔹 GAAP EPS: $1.46; vs $1.26 LY 🔹 FFO/Share: $2.45; +7.9% YoY 🔹 EBITDAre: $141.5M (Est. $140M) 🟢 FY26 Guide: 🔹 GAAP EPS: $5.99-$6.05 🔹 FFO/Share: $9.62-$9.68; prior $9.52-$9.66 🔹 Same PNOI Growth (Cash): 7.2% to 7.8% 🔹 Avg Month-End Occupancy: 95.6% to 96.2% Q4 Guide: 🔹 GAAP EPS: $1.36-$1.42 🔹 Funds from Operations/Share: $2.47-$2.53 Other Q3 Metrics: 🔹 Leased: 97.3%; Occupied: 96.5% 🔹 Avg Occupancy: 96.1%; vs 95.7% LY 🔹 Rental Rates (New & Renewal): +36.3% 🔹 Same PNOI Growth (Ex-Lease Terminations): +5.3% Straight-Line Key Updates: 🔹 Acquired Airgate Mesa Corporate Center in Phoenix for $27.7M 🔹 Acquired Harris Ridge Business Center in Austin for $82.3M 🔹 Started construction of four development projects and one redevelopment project totaling 998,000 square feet, with projected total costs of $162.2M 🔹 Increased the dividend by $0.20 per share (12.9%) to $1.75 per share Comments: 🔸 “The team and the portfolio performed ahead of expectations this quarter and so far this year.” – Marshall Loeb, CEO1d ago16K1634030.16%
DOVER $DOV Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.23B (Est. $2.22B) 🟢; +8% YoY 🔹 Adj. EPS: $2.88 (Est. $2.85) 🟢; +10% YoY 🔹 Organic Revenue Growth: +7% YoY FY26 Guide: 🔹 Adj. EPS: $10.60-$10.75 (Est. $10.67) 🟡 🔹 Revenue Growth: +7%-+8% YoY 🔹 Organic Revenue Growth: +5%-+6% YoY 🔹 GAAP EPS: $8.93-$9.08 Cash Flow: 🔹 Free Cash Flow: $383M (Est. $457M) 🔴 🔹 Operating Cash Flow: $439M Segment Organic Growth: 🔹 Engineered Products: -1.6% 🔹 Clean Energy & Fueling: +12.1% 🔹 Imaging & Identification: +2.2% 🔹 Pumps & Process Solutions: +1.2% 🔹 Climate & Sustainability Technologies: +17.9% Other Q3 Metrics: 🔹 GAAP EPS: $2.50; +14% YoY 🔹 Bookings: $2.31B 🔹 Segment Earnings Margin: 24.3% Key Updates: 🔹 Purchase accounting expenses: $0.34/share pre-tax, -$0.09/share tax impact 🔹 Restructuring and other costs: $0.16/share pre-tax, -$0.03/share tax impact Comments: 🔸 “Dover delivered strong results in the third quarter.”11h ago16K1942020.17%
DANAHER $DHR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.55B (Est. $6.56B) 🟡; +8.5% YoY 🔹 Adj. EPS: $2.11 (Est. $1.91) 🟢; +11.5% YoY 🔹 Core Revenue Growth: +3.0% YoY FY26 Guide: 🔹 Adj. EPS: $8.57-$8.62 (Est. $8.51) 🟢 🔹 Core Revenue Growth: ~+2.5% YoY Q4 Guide: 🔹 Core Revenue Growth: +4.0%-+5.0% YoY 🔹 Adj. Oper Margin: ~29.5% Cash Flow: 🔹 Operating Cash Flow: $1.89B; ~+13.5% YoY 🔹 Free Cash Flow: $1.63B; ~+19.0% YoY Other Q3 Metrics: 🔹 GAAP EPS: $1.71; +34.5% YoY 🔹 Core ex Respiratory: +5.5% YoY Key Updates: 🔹 Amortization of acquisition-related intangible assets: $0.73/share 🔹 Fair value net losses on investments: $0.02/share 🔹 Acquisition-related items: $0.12/share 🔹 Impairments: $0.07/share 🔹 Special equity awards compensation expense: $0.02/share 🔹 Settlement of acquisition-related contingency: -$0.01/share benefit 🔹 Tax effect of the above adjustments: -$0.17/share 🔹 Discrete tax adjustments: -$0.37/share 🔸 FY26 adjusted EPS guidance increased to $8.57-$8.62 from $8.45-$8.60. Comments: 🔸 “We delivered better-than-expected third quarter revenue, earnings and cash flow, and are encouraged by the improving trends we saw across our end markets.”2d ago16K4492040.37%
WASTE CONNECTIONS $WCN Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.64B (Est. $2.61B) 🟢; +7% YoY 🔹 Adj. EPS: $1.58 (Est. $1.52) 🟢; +10% YoY 🔹 Adj. EBITDA: $895.8M (Est. $886M) 🟢; +8% YoY 🔹 Adj. EBITDA Margin: 34.0% (Est. 34%) 🟡 Raises FY26 Guide: 🔹 Revenue: ~$10.09B (Est. $10.04B) 🟢 🔹 Adj. EBITDA: ~$3.3B (Est. $3.33B) 🟢 🔹 Adj. Free Cash Flow: $1.40B-$1.45B 🔹 Capital Expenditures: ~$1.25B Solid Waste Internal Growth: 🔹 Core Price: +5.5% 🔹 Yield: +4.3% 🔹 Unit Volume: -1.2% 🔹 Total: +4.5% Reported Revenue: 🔹 Solid Waste Collection: $1.82B 🔹 Solid Waste Disposal and Transfer: $492.2M 🔹 Solid Waste Recycling: $64.7M 🔹 E&P Waste: $212.9M 🔹 Intermodal and Other: $48.4M Other Q3 Metrics: 🔹 GAAP EPS: $1.43 🔹 GAAP Net Income: $359.2M 🔹 Operating Income: $541.7M 🔹 Adj. Free Cash Flow: $386.9M Key Updates: 🔹 Operating income included $1.9M in impairments and other operating items, partially offset by $0.6M associated with fair value changes to equity awards 🔹 Amortization of intangibles: $48.8M 🔹 Transaction-related expenses: $3.0M 🔹 Less tax effect: $13.4M 🔹 Increased regular quarterly dividend by 10% 🔹 Year to date closed acquisitions of approximately $130M in annualized revenues 🔹 Year to date share repurchases of over $1B Comments: 🔸 “Another top to bottom beat in the period was driven by continued strength in operational execution along with improving trends in landfill activity and commodity-driven revenue.”1d ago16K1963130.20%
MEDPACE $MEDP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $716.0M (Est. $716M) 🟡; +8.5% YoY 🔹 EPS: $4.84 (Est. $4.44) 🟢; +25% YoY 🔹 EBITDA: $172.1M (Est. $161M) 🟢; +16.0% YoY FY26 Guide: 🔹 Revenue: $2.84B-$2.86B (Est. $2.85B) 🟡 🔹 EPS: $17.97-$18.32 (Est. $17.60) 🟢 🔹 EBITDA: $638.0M-$652.0M (Est. $628M) 🟢 🔹 Net Income: $514.0M-$524.0M (Est. $503M) 🟢 Other Q3 Metrics: 🔹 Net New Business Awards: $873.4M; +10.6% YoY 🔹 Backlog: $3.17B; +5.6% YoY 🔹 EBITDA Margin: 24.0%; +150 bps YoY 🔹 Net Income Margin: 19.2%; +240 bps YoY 🔹 Backlog Conversion Rate: 23.8% 🔹 Operating Cash Flow: $216.6M 🔹 Cash: $705.3M Capital Return: 🔹 Remaining Authorization: $527.0M Key Updates: 🔹 New Stock Repurchase Authorization: Up to $1.0B1d ago16K3073020.27%
GLOBE LIFE $GL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.60B; vs $1.51B LY 🔹 Adj. EPS: $4.84 (Est. $4.88) 🔴; +1% YoY 🔹 Net Oper Income: $378.8M (Est. $380M) 🔴 FY26 Guide: 🔹 Adj. EPS: $15.35-$15.65 (Est. $15.71) 🔴 FY27 Guide: 🔹 Adj. EPS: $16.10-$17.10 (Est. $16.50) 🟡 Premium Revenue: 🔹 Life: $864.6M; +2% YoY 🔹 Health: $446.9M; +16% YoY 🔹 Total: $1.31B; +7% YoY Underwriting Margin: 🔹 Life: $458.2M; -5% YoY 🔹 Health: $115.6M; +7% YoY Other Q3 Metrics: 🔹 Underwriting Income: $481.8M; -4% YoY 🔹 Net Investment Income: $295.9M; +3% YoY 🔹 Excess Investment Income: $37.9M; +3% YoY 🔹 GAAP EPS: $4.62 🔹 Net Income: $361.1M; vs $387.8M LY 🔹 Book Value/Share ex-AOCI: $103.62; +11% YoY Key Updates: 🔹 Assumption update gain: $120.5M before tax 🔹 Q3’25 assumption update gain: $134.3M 🔹 Realized investment losses: $10.0M after tax 🔹 Non-operating expenses: $0.9M after tax 🔹 Legal proceedings charge: $6.8M after tax 🔹 Share repurchases: 1.1M shares for $185M1d ago16K1944010.18%
ALLEGION $ALLE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.14B) 🟢; +9.6% YoY 🔹 Adj. EPS: $2.60 (Est. $2.50) 🟢; +13.0% YoY 🔹 Organic Revenue Growth: +7.2% YoY 🔹 Adj. Oper Margin: 24.7% FY26 Guide: 🔹 Adj. EPS: $9.05-$9.10 (Est. $8.98) 🟢 🔹 Revenue Growth: +9.5%-+10.5% YoY 🔹 Organic Revenue Growth: +5.0%-+6.0% YoY Segment Revenue (YoY): 🔹 Americas: $942.4M; +11.7% (+9.1% organic) 🔹 International: $230.2M; +1.8% (-0.2% organic) Other Q3 Metrics: 🔹 GAAP EPS: $2.59; +18.8% YoY 🔹 Adj. Oper Income: $289.7M; +12.5% YoY 🔹 Americas Adj. Oper Margin: 30.1%; +20 bps YoY 🔹 Intl Adj. Oper Margin: 13.9%; -40 bps YoY Key Updates: 🔹 Restructuring charges and acquisition and integration expenses: $8.0M 🔹 Amortization of acquired intangible assets: $17.0M 🔹 IEEPA tariff refunds: $19.9M benefit 🔹 Non-operating investment: $4.1M gain 🔹 Net earnings adjustments: $0.1M, or $0.01/share 🔹 Repurchased ~0.8M shares for ~$120M and paid quarterly dividends of $0.55/share (~$46M) Comments: 🔸 “I am pleased with our Q3 performance as we delivered high-single digit organic revenue growth and low teens adjusted EPS growth led by our Americas non-residential business.”12h ago16K2033010.17%
KNIGHT-SWIFT $KNX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.20B (Est. $2.16B) 🟢; +14.2% YoY 🔹 Adj. EPS: $0.83 (Est. $0.76) 🟢; +159.4% YoY 🔹 Adj. Op. Income: $198.55M (Est. $177M) 🟢 🔹 Adj. Operating Ratio: 89.3% FY26 Guide: 🔹 Net Cash CapEx: $600M-$625M; from $600M-$650M 🔹 Adj. Tax Rate: ~25.0%-26.0% Q4 Guide: 🔹 Adj. EPS: $0.78-$0.84 (Est. $0.82) 🟡 🔹 Adj. Tax Rate: ~24.7%-25.7% Segment Revenue (ex-fuel surcharge): 🔹 Truckload: $1.15B; +6.5% YoY 🔹 LTL: $341.7M; +0.4% YoY 🔹 Logistics: $139.0M; -1.0% YoY 🔹 Intermodal: $122.9M; +30.6% YoY Segment Operating Ratios: 🔹 Truckload Adj. Operating Ratio: 89.2% 🔹 LTL Adj. Operating Ratio: 91.4% 🔹 Logistics Adj. Operating Ratio: 93.1% 🔹 Intermodal Adj. Operating Ratio: 97.8% Other Q3 Metrics: 🔹 GAAP EPS: $0.72; vs $0.05 LY 🔹 Operating Ratio: 91.9% 🔹 Revenue ex-Fuel Surcharge: $1.85B; +7.7% YoY 🔹 Truckload Rev/Loaded Mile ex-FSC: +9.7% YoY Key Updates: 🔹 Amortization of intangibles: $18.6M pre-tax 🔹 Legal accruals and loss contingencies: $1.2M pre-tax 🔹 Effective tax rate on non-GAAP results: 25.6% Comments: 🔸 “While fuel and driver-related costs were sequential headwinds in the quarter, our ongoing efforts around pricing and cost control helped us navigate these headwinds and achieve meaningful margin improvement.”1d ago16K1644030.17%
TTM TECHNOLOGIES $TTMI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.20B (Est. $1.13B) 🟢; +60% YoY 🔹 Adj. EPS: $1.46 (Est. $1.25) 🟢; +118% YoY 🔹 GAAP EPS: $0.79; +58% YoY 🔹 Adj. Gross Margin: 24.8% FY26 Guide: 🔹 Revenue: $4.47B-$4.49B 🔹 Adj. EPS: $4.97-$5.03 Q4 Guide: 🔹 Revenue: $1.42B-$1.44B 🔹 Adj. EPS: $1.77-$1.83 FY27 Guide: 🔹 Revenue: $6.5B-$6.75B 🔹 Adj. EPS: $8.10-$8.90 Cash Flow: 🔹 Operating Cash Flow: $154.7M 🔹 Free Cash Flow: $74.8M 🔹 Capital Expenditures, Net: $79.9M Segment Net Sales: 🔹 Aerospace & Defense: $416.5M 🔹 Commercial: $787.9M Announcements: 🔹 STG and Epiq acquisitions are now included in guidance 🔹 ILFA acquisition is excluded from guidance End Markets (% of net sales): 🔹 Data Center & Networking: 41% 🔹 A&D: 34% 🔹 Medical, Industrial & Instrumentation: 18% 🔹 Automotive: 7% Other Q3 Metrics: 🔹 Adj. EBITDA: $242.3M (Est. $202M) 🟢; +100% YoY 🔹 Adj. EBITDA Margin: 20.1% (Est. 17.9%) 🟢 🔹 Book-to-Bill: 2.13 🔹 Program Backlog: $2.0B Key Updates: 🔹 Non-GAAP excludes $9.8M of restructuring, acquisition-related and other charges 🔹 Non-GAAP excludes a $6.1M loss on derivative instruments 🔹 Non-GAAP excludes a $4.7M unrealized gain on foreign exchange Comments: 🔸 “All key markets contributed to our 60% year on year growth with Data Center & Networking up 115%, Medical, Industrial & Instrumentation up 97%, and Aerospace & Defense up 21%.” 🔸 “Our margin expansion efforts are producing results as evidenced by adjusted EBITDA margin exceeding 20% for the first time.”2h ago15K50943100.51%
CANVA JUST LAUNCHED ITS OWN AI IMAGE MODEL! It’s called Craft. Canva says it now ranks 2ND among image-generation labs on DesignArena, behind OpenAI. It uses a two-stage process: a planner maps out the layout, objects and exact text from your prompt, then a separate renderer generates the image. This approach is designed for work like posters, ads and product mockups, where readable text and precise placement matter. Canva refined the model using feedback from professional designers. Craft supports up to 2K resolution and text in 55 languages. It is available now in Dream Lab, with public API access for developers.2h ago15K2034160.23%
MAXLINEAR $MXL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $218.1M (Est. $211M) 🟢; +72% YoY 🔹 Adj. EPS: $0.62 (Est. $0.55) 🟢; +343% YoY 🔹 Gross Margin: 60.0%; +90 bps YoY 🔹 Infrastructure Growth: +210% YoY Q4 Guide: 🔹 Revenue: $240M-$260M (Est. $221M) 🟢 🔹 Non-GAAP Gross Margin: 59.0%-62.0% Other Q3 Metrics: 🔹 Non-GAAP Oper Margin: 29.5%; +1,740 bps YoY 🔹 GAAP Net Income: $28.9M Announcements: 🔹 Credit Facility: Increased by $70M to $200M Comments: 🔸 “Strong momentum in our optical AI data center business reflects the volume ramp of our Keystone PAM4 DSP platform, as well as the strength of our expanding infrastructure portfolio”2h ago14K36533120.42%
CARNIVAL $CCL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $8.4B (Est. $8.3B) 🟢 🔹 Adj. EPS: $1.43 (Est. $1.36) 🟢; flat YoY 🔹 Adj. EBITDA: $3.0B (Est. $2.93B) 🟢; flat YoY 🔹 Adj. Net Income: $2.0B (Est. $1.86B) 🟢 FY26 Guide: 🔹 Adj. Net Income: ~$3.1B (Est. $3.05B) 🟢 🔹 Adj. EPS: ~$2.24 (Est. $2.21) 🟢 🔹 Adj. EBITDA: ~$7.1B (Est. $7.12B) 🟡 🔹 Net Yields (cc): +2.3% 🔹 Adj. Cruise Costs ex-Fuel/ALBD (cc): +2.2% Q4 Guide: 🔹 Adj. Net Income: ~$274M (Est. $352M) 🔴 🔹 Adj. EPS: ~$0.20 (Est. $0.25) 🔴 🔹 Adj. EBITDA: ~$1.3B (Est. $1.32B) 🟡 🔹 Net Yields (cc): +1.7% 🔹 Adj. Cruise Costs ex-Fuel/ALBD (cc): +1.7% Q3 Metrics: 🔹 Net Yields (cc): $255.09; +2.4% YoY 🔹 Adj. Costs ex-Fuel/ALBD (cc): $113.98; +1.8% YoY 🔹 Oper Income: $2.2B (Est. $2.2B) 🟡; -2% YoY 🔹 Net Income: $1.9B 🔹 EPS: $1.40; +5% YoY 🔹 Customer Deposits: $7.6B 🔹 Occupancy: 111.8% Key Updates: 🔹 2027 Bookings: Record occupancy and pricing 🔹 Debt: $500M of seven percent coupon notes redeemed 🔹 Credit Rating: S&P upgrade made Carnival investment grade 🔹 Dividends: $204M paid during Q323d ago14K3469140.39%
COMFORT SYSTEMS USA $FIX Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY 🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY 🔹 Gross Margin: 24.8% 🔹 Operating Cash Flow: $1.01B; +83% YoY 🔹 Backlog: $17.81B; +90% YoY Other Q3 Metrics: 🔹 Operating Income: $624.6M (Est. $583M) 🟢 🔹 Adj. EBITDA: $667.9M (Est. $629M) 🟢 🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴 🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY 🔹 Operating Margin: 16.6% 🔹 Free Cash Flow: $805.6M 🔹 Same-Store Backlog: $17.39B; +85% YoY Comments: 🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”1h ago14K3846570.44%
SpaceX $SPCX is finalizing a $40 billion debt raise at sharply higher borrowing costs than its previous financing, according to Semafor. The lowest-rated portion is expected to carry an interest rate of around 8.3%, while a safer portion backed by AI chips could price near 7.75%. The safer portion is expected to price more than 1 percentage point above where SpaceX's existing bonds trade. The deal, led by Apollo and Goldman Sachs, is expected to be finalized next week.1h ago12K72782120.81%
DECKERS $DECK Q2’27 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.48B (Est. $1.51B) 🔴; +3.5% YoY 🔹 EPS: $2.31 (Est. $1.79) 🟢; incl. tariff refund 🔹 Gross Margin: 60.5%; incl. tariff refund 🔹 Oper Income: $389.5M (Est. $309M) 🟢; w/ refund FY27 Guide: 🔹 Revenue: $5.70B-$5.73B (Est. $5.88B) 🔴 🔹 EPS: $7.80-$7.95 (Est. $7.53) 🟢; raised 🔹 HOKA: High-single-digit % growth 🔹 UGG: Low-single-digit % growth 🔹 Gross Margin: 58.5% 🔹 SG&A: ~35.5% of net sales 🔹 Oper Margin: ~23% 🔹 Tax Rate: ~23% Net Sales by Brand: 🔹 HOKA: $677.2M; +6.8% YoY 🔹 UGG: $786.4M; +3.5% YoY 🔹 Other Brands: $17.0M; -54.3% YoY Net Sales by Channel: 🔹 Wholesale: $1.09B; +5.5% YoY 🔹 DTC: $387.5M; -1.8% YoY 🔹 DTC Comps: -6.4% Net Sales by Region: 🔹 Domestic: $835.8M; -0.4% YoY 🔹 International: $644.7M; +9.0% YoY Other Q2 Metrics: 🔹 Net Sales (Constant Currency): +2.8% YoY 🔹 Inventories: $860.8M 🔹 Cash: $1.21B Key Updates: 🔹 Tariff refund benefit: $46.0M net refunds, $0.28 per share 🔹 FY27 tariff refunds: $87.9M, $0.52 EPS benefit Capital Return: 🔹 Buybacks: $299.3M (3.2M shares) 🔹 Remaining Authorization: $4.4B Comments: 🔸 “As we move through the back half of fiscal 2027, we are taking deliberate actions to strengthen our connection with consumers, sharpen execution, and concentrate resources behind our greatest opportunities.”2h ago12K2663310.32%
VERISIGN $VRSN Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $443.0M (Est. $441M) 🟢; +5.7% YoY 🔹 GAAP EPS: $2.35; +4% YoY 🔹 Operating Income: $296.5M 🔹 Net Income: $212.6M Other Q3 Metrics: 🔹 Domain Name Base: 182.5M; +6.1% YoY 🔹 Net Domain Name Increase: 3.36M 🔹 New Domain Name Registrations: 13.1M; +24% YoY 🔹 Final Renewal Rate (Q2’26): 75.2% 🔹 Cash Flow from Operations: $268M; -13% YoY Capital Return: 🔹 Share Repurchases: 0.7M shares for $189M 🔹 Remaining Authorization: $1.36B 🔹 Dividend: $0.81 per share Key Updates: 🔹 Net income included a $7.5M pre-tax operating loss related to certain assets held for sale, which decreased diluted EPS by $0.06 🔹 .web Rollout: On track; limited beta opened for Verisign Informed™ Comments: 🔸 “The rollout of the .web top-level domain is on track”1h ago12K2630020.26%
NEWMONT $NEM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY 🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢 🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴 🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢 🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴 FY26 Guide: 🔹 Attributable Gold Production: 5.3M ounces 🔹 Gold By-Product AISC: $1,520/oz 🔹 Sustaining Capital: $1.95B 🔹 Development Capital: $1.4B Q4 Guide: 🔹 Attributable Gold Production: 1,365 koz 🔹 Gold By-Product AISC: $1,900/oz Other Q3 Metrics: 🔹 Attributable Gold Production: 1.30 Moz 🔹 Realized Gold Price: $4,317/oz 🔹 Gold By-Product AISC: $1,454/oz 🔹 Gold By-Product CAS: $832/oz 🔹 GAAP EPS: $2.35 🔹 Operating Cash Flow: $2.77B 🔹 Net Cash Position: $3.2B Capital Return: 🔹 Dividend: $0.26/share 🔹 Returns Since Last Call: $1.9B 🔹 Buybacks Since Last Call: $1.6B 🔹 Remaining Authorization: $2.8B Key Updates: 🔹 Adjusted net income excludes a $40M gain on asset and investment sales 🔹 Net cash position is before the planned payment of $1.95B to Barrick, expected in Q4 🔹 Red Chris Block Cave full-funds investment decision expected in early 2027 🔹 Tanami Expansion 2 commercial production now expected in the first half of 2027 Comments: 🔸 “Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio.”2h ago12K2462140.32%
Wells Fargo sees the S&P 500 reaching 8,600-8,800 in 2027 Key drivers: Resilient economic growth Continued AI investment 13.8% earnings growth The bank “expects periodic volatility” around Fed actions, inflation and the midterm elections, while rate-sensitive sectors could face headwinds from higher borrowing costs.23d ago11K45712250.63%
RINGCENTRAL $RNG Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $676M (Est. $667M) 🟢; +5.9% YoY 🔹 Adj. EPS: $1.33 (Est. $1.28) 🟢; +18% YoY 🔹 GAAP EPS: $6.50; includes valuation allowance release 🔹 Non-GAAP Operating Margin: 24.7%; +190 bps YoY Raises FY26 Guide: 🔹 Revenue: $2.65B-$2.66B (Est. $2.64B) 🟢 🔹 Adj. EPS: $5.07-$5.12 (Est. $5.04) 🟢 🔹 Non-GAAP Operating Margin: ~24.0%-24.2% 🔹 Free Cash Flow: $620M-$630M Q4 Guide: 🔹 Revenue: $673M-$680M (Est. $673M) 🟡 🔹 Adj. EPS: $1.32-$1.37 (Est. $1.35) 🟡 🔹 Non-GAAP Operating Margin: 25.0%-25.5% Announcements: 🔹 Launched plugins for ChatGPT and Claude, including Claude for Small Business, and MCP connectors to make voice, SMS, and chat data available in LLMs. Other Q3 Metrics: 🔹 Free Cash Flow: $157M; +21.0% YoY 🔹 Operating Cash Flow: $180M; +18.8% YoY Comments: 🔸 “Voice is central to the next wave of AI innovation, and RingCentral is uniquely positioned to lead this transformation” 🔸 “We also reached our $1 billion gross debt target ahead of schedule, further strengthening our balance sheet while returning capital to shareholders.”2h ago11K1230120.16%
OPENAI NEARS $30 BILLION FUNDING ROUND AT $1.25 TRILLION VALUATION: CNBC UAE investors and Coatue are leading the financing, which is being positioned as a bridge ahead of a potential IPO in 2027. OpenAI is targeting investor signatures by the end of next week, although the final amount has not been determined. The company is also negotiating a separate agreement to secure additional AI computing capacity from the UAE. Source: CNBC1h ago11K4165140.54%
APPFOLIO $APPF Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $296M (Est. $294M) 🟢; +19% YoY 🔹 Adj. EPS: $1.82 (Est. $1.79) 🟢 🔹 Non-GAAP Operating Margin: 27.3%; +380 bps YoY 🔹 Total Units Under Management: 9.8M; +8% YoY FY26 Guide: 🔹 Revenue: $1.12B-$1.13B (Est. $1.12B) 🟡 🔹 Non-GAAP Operating Margin: 26.5%-27.5% 🔹 Diluted Weighted Average Shares: ~36M Other Q3 Metrics: 🔹 GAAP Operating Income: $57M; +64% YoY 🔹 Non-GAAP Operating Income: $81M; +38% YoY 🔹 Operating Cash Flow: $97M Comments: 🔸 “The promise of Real Estate Performance Management is helping create a future of winning with our customers, turning performance into a competitive advantage that compounds over time.”2h ago11K1450010.19%
Here’s the full list of attendees at Trump and Speaker Mike Johnson’s White House AI lunch today, per Axios: Tech: Nvidia’s Jensen Huang Tesla/xAI’s Elon Musk Meta’s Mark Zuckerberg Amazon’s Jeff Bezos Microsoft’s Satya Nadella Google’s Sundar Pichai Anthropic’s Dario Amodei AMD’s Lisa Su Broadcom’s Hock Tan Palantir’s Alex Karp Micron’s Sanjay Mehrotra Palo Alto’s Nikesh Arora ServiceNow’s Bill McDermott OpenAI’s Greg Brockman Palantir’s Shyam Sankar Altimeter’s Brad Gerstner Social Capital’s Chamath Palihapitiya Exiger’s Brandon Daniels Government: JD Vance Scott Bessent Howard Lutnick Susie Wiles David Sacks Jared Isaacman Michael Kratsios Sean Cairncross Jay Clayton Richard Walters Will Scharf23d ago8.3K384104110.81%
$CBRE GROUP Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $11.52B (Est. $11.77B) 🔴; +12.7% YoY 🔹 Core EPS: $2.05 (Est. $1.97) 🟢; +28.1% YoY 🔹 GAAP EPS: $1.52; +25.6% YoY 🔹 Core EBITDA: $1.00B (Est. $973M) 🟢; +28.5% YoY Segment Revenue: 🔹 Advisory Revenue: $2.44B; +11.0% YoY 🔹 BOE Revenue: $6.86B; +17.4% YoY 🔹 Project Management Revenue: $2.04B; +2.9% YoY 🔹 REI Revenue: $203M; -3.8% YoY Segment Operating Profit: 🔹 Advisory Profit: $467M; +15.9% YoY 🔹 BOE Profit: $349M; +20.8% YoY 🔹 Project Management Profit: $162M; +9.5% YoY 🔹 REI Profit: $166M; +127.4% YoY Business Line Revenue: 🔹 Global Leasing: +6% YoY 🔹 Global Property Sales: +28% YoY 🔹 Critical Infrastructure: +80% YoY 🔹 Facilities Management: +13% YoY Other Q3 Metrics: 🔹 Core Adj. Net Income: $599M (Est. $547M) 🟢 🔹 Free Cash Flow: $927M 🔹 Net Leverage Ratio: 1.36x Key Updates: 🔹 Repurchased nearly $1.2B of shares year-to-date 🔹 AUM ended the quarter at more than $155B 🔹 Pipeline ended the quarter at $29.6B Comments: 🔸 “Strategically, we continued to advance both our Critical Infrastructure Services business line as well as the broader infrastructure services work we perform across the company.”2h ago6.2K922000.21%
Envato has introduced @_MonoDesk, a free workspace for creative professionals: > Draft proposals with AI > Turn signed proposals into projects > Track time and budgets > Collect client approvals > Send invoices https://t.co/boaig0BNqm41m ago4.7K211000.08%
SEC STAFF ISSUES CRYPTO SECURITIES FAQS SEC staff issued new guidance outlining when certain crypto activities may fall outside securities laws. Under the guidance, staking receipt tokens can qualify as digital tools or commodities rather than securities, while token buybacks on functional networks do not by themselves count as the managerial efforts used in the Howey test. The staff also says ongoing maintenance, upgrades and efforts to grow network usage generally are not “essential managerial efforts” once a crypto system is functional, and marketing a token’s utility without promoting profit potential generally would not create an investment contract.27d ago4.4K1245120.55%
Micro1, founded by 25-year-old Ali Ansari, has raised $100M+ at a $4B valuation, according to Forbes. The company supplies training data to frontier AI labs and other AI companies. At the start of 2025, it was a recruiting startup doing about $7M ARR. It has since pivoted into AI data and now reports $500M+ in annualized revenue. Customers include Microsoft, Amazon, 1X and frontier labs, while two xAI cofounders and two frontier labs reportedly joined the new round. Its valuation has jumped from $500M last September to $4B now. Source: https://t.co/pCDdgvtfWv29d ago9471135022.22%