Articles

Exxon (XOM) and Chevron (CVX) Beat as Diesel Refining Profits Explode

Exxon's profit doubled to $15.4 billion and Chevron's nearly tripled to $9.9 billion as refineries ran flat out on soaring diesel prices. Here's what drove the beat, and what could end it.

Oct 30, 2026

Palantir (PLTR) Gets JPMorgan Overweight and $262 Target Before Earnings

JPMorgan initiated Palantir at Overweight with a $262 target and a Positive Catalyst Watch ahead of the Nov. 2 report. Here's the case, the valuation catch, and what to watch Monday.

Oct 30, 2026

Amazon (AMZN) Slides After Hours as AWS Surges but Cash Burn Balloons

Amazon's AWS grew 39%, its fastest in nearly five years, and operating margin hit a record 13.9%. But a revenue miss, soft ads, and a $42.4 billion trailing cash outflow sent shares sharply lower after hours.

Oct 30, 2026

Fed Holds at 3.75%-4% With Two Hawkish Dissents: Is December a Hike?

The Fed held rates steady, but Governor Lisa Cook and Cleveland's Beth Hammack voted to hike. Futures put December hike odds near 82%, and Warsh warned rates are already touching the AI build-out.

Oct 29, 2026

Robinhood (HOOD) Slides as Crypto Slump Offsets Prediction-Market Boom

Robinhood missed Q3 earnings estimates and the stock fell 6% to 8% as crypto revenue dropped 55%. Event contracts and options surged, and Needham still sees 23% upside.

Oct 29, 2026

Alphabet (GOOGL) Sinks 10% as Cloud Boom Can't Hide Search Miss

Alphabet posted its first revenue and earnings miss in nearly four years, burned $9.1 billion in free cash flow and fell about 10%. Google Cloud doubled, but search and spending stole the show.

Oct 29, 2026

Coca-Cola (KO) Raises Outlook Again, but North America Volume Stalls

Coca-Cola lifted its 2026 profit outlook for a third straight quarter on 5% volume growth, but North America volume was flat and Africa refranchising will weigh on results. Here's the breakdown.

Oct 28, 2026

Boeing (BA) Sinks 10% as 737 Ramp Slips and Cash Targets Slide

Boeing narrowed its loss and beat on cash flow, yet the stock fell about 10% after a delayed 737 ramp and slower free cash flow targets. Here's what changed, what analysts say and what to watch.

Oct 28, 2026

Broadcom (AVGO) Upgraded to Buy as Anthropic IPO Filing Lifts AI Outlook

D.A. Davidson upgraded Broadcom to Buy with a $400 target after reading Anthropic's IPO filing. Here's why the chipmaker sits at the center of the deal, what the analysts say, and where the risk hides.

Oct 28, 2026

Life Time (LTH) Gets Barclays Overweight: Affluent Members as a Shield

Barclays initiated Life Time Group at Overweight with a $51 target, arguing its high-income member base insulates it from consumer spending pressure. Here's the case, and why the target is below the Street average.

Oct 27, 2026

Ross Stores (ROST) Upgraded to Buy: UBS Sees 37% Upside on Productivity

UBS upgraded Ross Stores to Buy and raised its target to $315 from $239, betting the off-price retailer can narrow its store productivity gap with TJX. Here's the case and the catches.

Oct 27, 2026

Lockheed Martin (LMT) Upgraded to Overweight as F-35 Deal Cuts Risk

Morgan Stanley's Kristine Liwag moved Lockheed Martin to Overweight with an $835 target, pointing to the new 10-year F-35 framework. Here's what's real, what still needs Congress, and what to watch.

Oct 27, 2026

Fed, Microsoft and Alphabet All Land Wednesday: What Investors Should Watch

The Fed decides at 2 p.m. ET Wednesday, and Microsoft and Alphabet report hours later. Here's what's priced in, the numbers to know, and the risks.

Oct 26, 2026

Homebuilder Sentiment Hits 14-Year Low: What It Means for LEN, KBH

Builder confidence fell to 29, the lowest since 2012, as mortgage rates topped 7%. Lennar and KB Home warn conditions have deteriorated, and BofA just cut NVR.

Oct 26, 2026

Deckers (DECK) Cut to Underweight as HOKA and UGG Show Their Age

Piper Sandler cut Deckers to Underweight with a $75 target after a rare sales miss and lower guidance at both HOKA and UGG. Here's what it means for shareholders.

Oct 26, 2026

IBM Beats Q3 and Lifts Cash Outlook, but 2027 Software Doubts Linger

IBM beat Q3 estimates with $17.1 billion in revenue and $2.95 adjusted EPS and raised its free cash flow target, yet shares slid. Analysts raised targets, but sustaining software growth into 2027 is the open question.

Oct 23, 2026

Lam Research (LRCX) Sinks Despite a Record Quarter and an Upbeat Guide

Lam Research posted record revenue of $8.22 billion and guided December-quarter revenue above consensus, yet the stock dropped double digits. Here's why a beat wasn't enough and what to watch.

Oct 23, 2026

American Express (AXP) Raises 2026 Profit Outlook, but Read the Fine Print

American Express posted record Q3 revenue of $20.1 billion and lifted its 2026 EPS guidance to $18.30-$18.60. A one-time gain and a lower tax rate flattered the headline, so here's what the adjusted numbers say.

Oct 23, 2026

Meta (META) Beats on Revenue, Splits Its Stock and Keeps Spending Big

Meta reported $64.6 billion in Q3 revenue, guided Q4 above estimates, and created non-voting Class C shares in what's effectively a 2-for-1 split. Capex stays at $135-145 billion.

Oct 22, 2026

Tesla (TSLA) Beats Q3 and Flips Cash Flow Positive, but AI Bill Grows

Tesla beat Q3 estimates with $0.48 adjusted EPS and $1.53 billion of free cash flow, but operating income fell 56% as AI and Optimus spending climbed. Shares slipped after hours.

Oct 22, 2026