#Earnings

For some reason, the Reddit automated filters removed my other attempt at this post... I guess that's the icing on the cake to the loss.... Hoping this post actually sticks... Well, fuck. Yesterday, I posted my $10 million RDDT YOLO ahead of earnings.…

Microsoft’s AI flywheel boosts Azure and Foundry growth, but rising AI CapEx pressures cash flow. Discover more about MSFT in this article.

Companies have spent the past several weeks trying to reassure investors that Muse and other AI agents pose more of an opportunity than a threat.

Trump criticized Big Oil for making “too much money,” but oil majors have since reported surging refining earnings as fuel supplies tightened.

One of these stocks costs under half as much relative to expected earnings. Is the cheaper one the better buy?

ConocoPhillips looks like a buy before Q3 earnings, as production growth, free cash flow, and LNG expansion support upside. Discover more on COP here.

Qualcomm is rated Sell above $145, with a fair value estimate 22% below recent prices due to ambitious growth assumptions. Click to read more on the QCOM stock.

Preview next week’s market movers: jobs data, PMI reports, major earnings from Apple and AMD, and IPO buzz. Read here for more details.

PubMatic’s turnaround gains steam with CTV, mobile, and AgenticOS driving growth, but the author cautions to take precautionary steps. Click to learn more.

Host Hotels & Resorts offers fair value upside, strong luxury hotel assets, and solid IRR potential. Discover more about the HST stock here.

I downgrade Ambev from buy to hold due to weak operational trends and limited upside versus sector peers.

2026-10-31. The following slide deck was published by Eastman Chemical Company in conjunction with their 2026 Q3 earnings call.

Buy American Electric Power for data center-driven growth: see its $100B investment plan, 10% EPS outlook, risks, and Texas upside now.

Ichor Holdings (ICHR) is rated a Buy, supported by margin expansion, internal content growth, and strong forward revenue visibility.

Columbia Financial still earns a Buy after the Northfield deal: improved Q3 metrics, new dividend, valuation upside, and key risks. See more on CLBK stock.

Pizza Pizza Royalty faces slowing sales, a dividend cut, and payout pressure in a weak consumer market. See here for more on PZA:CA stock.

Fiverr faces falling revenue, client churn, AI disruption, and margin pressure despite a low valuation. Read here for a detailed analysis of FVRR stock.