earnings

CNBC's "Mad Money" host Jim Cramer challenged recent claims of a slowdown in Palantir's business, suggesting market participants are intentionally trying to drive the stock lower.

Ford beat Q3 earnings with $0.49 adjusted EPS and $4.7 billion in free cash flow, yet Goldman, Morgan Stanley and RBC all cut price targets post-earnings. The stock is undervalued.

Oracle announced the pricing of a substantial public offering of common stock and multiple tranches of debt, totaling $10 billion.

AMPL surged on Bank of America and BTIG upgrades, market rotation into lower-capex software, and ahead of Q3 earnings expected to show 21% revenue growth.

The founder of Scion Asset Management claimed on X that consumer sentiment in 2026 has hit an all-time low dating back to 1952.

Advanced Micro Devices has beaten earnings estimates for five consecutive years, yet shares have collapsed 26% in one month on AI sector weakness.

Charles Schwab Chief Investment Strategist Liz Ann Sonders announced on X that the Nasdaq 100 index has fallen over 10% from its October 6 peak, signaling a market correction.

The Kobeissi Letter highlighted a significant outflow from US equity funds, contrasting with global trends, in a recent post on X.

CMG stock jumped 8.9% on Q3 beat, but transaction growth at 0.8% trails the 1% threshold management needs to defend margins as expansion accelerates.

Nvidia trades at a forward P/E of 12.9X and PEG ratio of 0.27, suggesting the market is underpricing earnings growth in AI infrastructure

Microsoft's commercial backlog surged 73 percent to $677 billion, with $203 billion expected to convert to revenue within 12 months—a cash flow opportunity the market has undervalued.

JPMorgan initiated coverage at $262 while Oppenheimer raised its target to $235 ahead of Monday's earnings, but retail traders warn a beat may not be enough in a repricing market

New CEO John Ternus faces his first earnings report as Apple navigates elevated chip costs and consumer spending weakness

Uranium producer's gross margin sank to 19.7% from 27.7% as a Key Lake maintenance outage pressured costs, prompting Cameco to narrow 2026 delivery guidance and raise unit cost expectations.

Entrepreneur and investor Mark Cuban claimed on X that the market is moving closer to disrupting large, integrated insurance firms.

BWX Technologies reports Q3 results November 2 with a $8.4 billion backlog and 2030 revenue guidance of $5.5 billion to $6 billion, but the 40 percent stock decline has disconnected from strong operational momentum.

Wall Street expects $109B revenue and $2.47 EPS on Nov. 17; CEO projects $3T-$4T AI infrastructure spending by 2030 and doubled chip sales in 2027.

GE Aerospace earnings topped consensus by 7 percent on strong maintenance demand, but fourth-quarter guidance implies a slowdown after the holiday season

At $204.64, Nvidia trades at less than half its historical forward multiple despite guiding to 70 percent revenue growth next year—a significant disconnect for long-term holders.

The market commentary publication outlined a busy week ahead for investors, highlighting major economic data releases, corporate earnings, and political developments.

The memory leader posted a 328 percent revenue surge in Q3, exceeded analyst expectations, and announced a $14.9 billion share buyback program.

ServiceNow's post-earnings selloff ignores 65% AI contract value growth and $1.7B year-end target raise—a buying signal for conviction holders.

Investor Anthony Pompliano asserted on X that the stock market's decline will eventually reverse as strong corporate fundamentals prevail.

Musk and Zuckerberg adopted the White House's preferred terminology on earnings calls, while Jassy, Nadella and Pichai stuck with 'AI.'

Rivian beat Q3 revenue estimates and raised full-year delivery guidance to 67,000–70,000 units, while Tesla's Texas robotaxi fleet now deploys more purpose-built Cybercabs than Model Ys.

Arm Holdings fell nearly 10 percent Friday after Intel's disappointing fourth-quarter guidance sparked a broad semiconductor sell-off, raising questions about demand across the chip industry.

AMZN shares fell 1.4 percent after Q3 earnings revealed a $33.4 billion free cash flow loss driven by massive AI infrastructure spending, raising questions about near-term cash generation.

Frontier Group Holdings surged on record Q3 revenue, but a $5 billion debt load and labor negotiations ahead make the rally premature for long investors.

AbbVie beat Q3 EPS and revenue estimates, raising full-year adjusted EPS guidance to $13.95-$13.99 on strength in immunology franchises

CL reported $5.369B in Q3 sales and $0.97 adjusted EPS, both topping estimates, and raised 2026 base business EPS growth guidance

Coinbase reported $1.22 billion in Q3 revenue, down 35 percent year-over-year, but net income jumped 66 percent to $719 million, ending a three-quarter loss streak on the back of unrealized crypto gains.

BP crushed Q3 estimates with $8.46B net income, 54-cent EPS, and $14.8B operating cash flow, while cutting net debt to $13.9B—strong momentum for valuation re-rating.

Strong downstream performance and elevated product spreads position the energy major as a capital refuge as technology volatility persists

BP beat Q3 EPS by 17 percent and cut net debt below expectations, giving management fresh ammunition for shareholder returns.

CSX posted 12% revenue growth in Q3 2026 on volume gains and pricing, with best-ever fuel efficiency and over 100 operational initiatives targeting 2027 — a sharp operational turnaround from 2025 network struggles.

Micron trades at a 73 percent discount to the S&P 500 despite locking in long-term supply deals and facing memory chip shortages through 2028.

ALAB shares fell 2.28 percent to $290.43 ahead of Nov. 3 earnings, with consensus estimates showing 143 percent EPS growth but valuation premium of 3.6x the software industry average

Strategy reported $19.53 billion in Q3 net income, driven almost entirely by a $20.91 billion gain on 848,517 Bitcoin holdings; preferred shareholders approved daily dividend distributions.

Intel shares crashed 20 percent on weak guidance tied to persistent PC market weakness, forcing a reassessment of the company's ability to offset core business decline with data center and AI growth.

ServiceNow (NOW) plunged 27 percent to $110 after guiding cRPO growth down to 18.5 percent from 21 percent, signaling subscription revenue deceleration that forces portfolio managers to reprice high-growth software stocks.

Ares Capital reported Q3 core earnings of $0.46 per share, below its $0.48 dividend, but a $2.6 billion MidCap acquisition and $1.37 per share in tax-deferred income provide cushion for the 10.2 percent yield.

Blue Owl Capital reported stronger-than-expected fee revenue in Q3 despite investor redemptions from specific funds, signaling resilience in its core private credit business.

Bunge topped third-quarter earnings and slashed full-year net interest expense guidance to $640-$670 million from $811.5 million, a $141 million tailwind to 2026 EPS.

Samsung achieved record operating profit fueled by AI chip demand, but investors punished the stock, reflecting concern over the company's heavy reliance on memory pricing and a narrowing business model.

Xbox hardware sales fell 14 percent and Windows OEM revenue dropped 22 percent in Q1, signaling weakness in mature consumer segments as Microsoft pivots to cloud and AI

Subscription revenue of $3.99 billion beat estimates, but weaker forward guidance on contracted obligations spooked investors and raised questions about deal velocity.

VanEck's Matthew Sigel highlighted data center cooling company Vertiv's robust Q3 earnings, order growth, and optimistic Q4 guidance on X today.

Amphenol reported Q3 net sales of $10.2 billion, $700 million above consensus, with 37 percent organic growth and a new three-year $4 billion share repurchase program.

Griffon shares outperformed the market Tuesday but analyst revisions have turned negative, with full-year revenue expected to fall 27 percent and the stock trading at a significant premium to peers

PAGS trades at 5.19x forward earnings versus 14.57x for peers while analysts forecast 16% full-year earnings growth, signaling potential upside as the market reprices the stock.