Articles

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

Netflix (NFLX) Hits Two-Year Low as Ad Cut Overshadows Q3 Beat

Netflix beat Q3 earnings but cut its 2026 ad forecast to $2.7 billion and guided Q4 revenue light. Shares closed at $65.04, the lowest since August 2024. Here's how analysts are splitting.

Oct 22, 2026

3M Lifts 2026 Profit Forecast as Amazon Data-Center Deal Adds Spark

3M (MMM) raised 2026 adjusted EPS guidance to $9.10-$9.15 and expanded its data-center partnership with Amazon. Here's what's real, what's accounting, and what to watch.

Oct 21, 2026

SpaceX Posts 161% Revenue Growth, but a $40 Billion Capex Bill Looms

SpaceX (SPCX) beat Q3 estimates with $14.6 billion in revenue and a surprise $33-37 billion Q1 guide. Analysts are also asking how it will pay for $35-40 billion in Q4 spending.

Oct 21, 2026

Northrop Grumman Jumps 7% as Record Backlog Fuels Higher 2026 Outlook

Northrop Grumman (NOC) beat Q3 earnings, raised its 2026 EPS guidance to $29.35-$29.75 and reported a record $109.6 billion backlog. Here's what drove the 7% pop and what to watch next.

Oct 21, 2026

Morgan Stanley Upgrades Boyd Gaming, Says Casino Selloff Has Gone Too Far

Morgan Stanley and Susquehanna both upgraded Boyd Gaming (BYD) on Monday, arguing the casino operator's slide has overshot. Both cut targets to $83, still about 18% above the stock.

Oct 20, 2026

Match Group Jumps as Evercore Upgrades on Tinder's First User Growth Since 2022

Evercore ISI upgraded Match Group (MTCH) to Outperform and raised its target to $53 from $39, citing data that Tinder's active users grew year over year in September for the first time since February 2022.

Oct 20, 2026

Bernstein Upgrades Datadog to Outperform With a Street-High $350 Target

Bernstein moved Datadog (DDOG) to Outperform from Market Perform and lifted its target to $350 from $237, betting AI workloads mean more to monitor. The stock jumped more than 5% Monday.

Oct 20, 2026

Morgan Stanley Names Amazon a Top Pick With a $350 Target

Morgan Stanley raised its Amazon (AMZN) target to $350 from $335 and made it a Top Pick, citing AWS growth, agentic shopping and robotics. That implies about 40% upside from Friday's close.

Oct 19, 2026

Goldman Upgrades CoreWeave to Buy After a 25% Credit-Fear Plunge

Goldman Sachs upgraded CoreWeave (CRWV) to Buy, calling last week's 25% sell-off overblown. The target was cut to $106, still about 73% above Friday's close. Here's the case and the debt risk.

Oct 19, 2026

JPMorgan Drops Its Intel Bear Call After Nearly Four Years

JPMorgan upgraded Intel (INTC) to Neutral from Underweight, saying risk/reward is balanced near its $85 target after a 36% pullback from June's peak. Here's what changed and what's still unproven.

Oct 19, 2026

UnitedHealth Raises 2026 Outlook, but Shrinking Membership Tempers the Rally

UnitedHealth (UNH) now expects at least $20.50 in 2026 adjusted EPS after a Q3 beat, but membership keeps falling and investors are asking where growth comes from.

Oct 16, 2026

Baird Upgrades Bank of America, Calling Post-Earnings Selloff Overdone

Baird moved Bank of America (BAC) to Outperform with a $62 target, about 21% above Wednesday's close, after a soft quarter and a $1.2 billion Treasury fine sent shares sliding.

Oct 16, 2026

TSMC Posts Sixth Straight Record Profit, but Chip Selloff Drags Shares

TSMC booked NT$763.1 billion in Q3 profit, up 68.7%, and guided Q4 revenue to as much as $54.3 billion. The stock still slipped 2% as chip stocks logged an eighth straight down day.

Oct 16, 2026

Apple Back at $5 Trillion as iPhone Duo Pre-Orders Near

Apple's market cap crossed $5 trillion again while tech sold off. With iPhone Duo pre-orders opening October 16 at $1,999, here's what analysts are saying and what to watch.

Oct 15, 2026

Hot September CPI Puts a Fed Rate Hike Back on the Table

Consumer prices rose 3.7% from a year ago in September, above the 3.6% forecast, and gasoline did most of the damage. Stocks fell, and Fed hike odds jumped.

Oct 15, 2026