Friday, October 23, 2026

Philip Morris: Taking the Fight to the U.S.

Philip Morris reported Q3 growth across heated tobacco, combustibles and e-vapor in Europe while gaining U.S. nicotine-pouch share.

Capital Wars

CoreWeave’s $35 billion to $39 billion 2026 spending plan relies on debt as unsecured yields reach 15%, making its GPU cloud expansion a…

Spotify 3Q’26: Built for the Background

Spotify's third-quarter results met or exceeded guidance, with 306 million Premium subscribers and €672 million operating income, while…

TSOH Weekly Roundup (10/23/2026)

TSOH Weekly Roundup covers Ally’s improving credit and capital returns, Pepsi’s weak beverage brands, and Match Group’s plan to revive…

Texas Instruments (NASDAQ: TXN) Stock Rating: HOLD After Q3 FY12/26 Earnings

Texas Instruments reported Q3 revenue of $6.06 billion, up 28%, with 47% operating margin and Q4 guidance above seasonal norms; Cestrian…

Tempus AI: Moderna's New Cancer Vaccine Partner Is The Pick Of The AI Biotech Bunch

TEM $11BMRNA $98B

SA Edmund Ingham 27h ago 3 clicks

Putting bear cases to rest

Medpace authorized $1 billion of buybacks through 2028 after Q3 revenue rose 8.5% to $716 million; service revenue grew roughly 12% as…

Lockheed Martin Q3 FY12/26 Earnings Review

Lockheed Martin's Q3 missile sales rose 24% on PAC-3, THAAD, GMLRS and PrSM ramps, lifting Missiles and Fire Control backlog to $142.5…

Industry Primers Podcast: Natural Resources Royalty & Streaming, Part One: The Story

Franco-Nevada, Wheaton and Texas Pacific Land built royalty and streaming businesses by buying fixed shares of mines and wells, tracing the…

Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)

Oscar Health raised 2026 operating earnings guidance to $600 million-$800 million after ACA-marketplace expansion drove 60% membership and…

THC · long

Tenet Healthcare CORP

Tenet Healthcare generates roughly two-thirds of profits from hospitals and one-third from ambulatory surgery centers.

Oracle: Hyperscaler or Neocloud? A Look into Q1 FY2027

Oracle’s Q1 FY2027 AI infrastructure push relies on leasing, debt, customer prepayments and OpenAI’s Stargate project, resembling a…

Honeywell: Post-Spin Growth Story Is Just Getting Started

Honeywell is refocusing on automation after its Aerospace and Advanced Materials spinoffs, with a 1.1x book-to-bill ratio, raised guidance…

HON $68B

SA Gen Alpha Sep 24 1 click

Formula 1: Liberty Media’s Drive for Success

Liberty Media bought Formula 1 for $4.4 billion in 2017 and monetizes its exclusive commercial rights through racing, media and sponsorship.

Long Opportunities In Semiconductor Capital Equipment Part I - ASML, AMAT, LRCX

Thursday Tailwinds #8: Sep 24, 2026

ResMed benefits as Eli Lilly-funded sleep-apnoea diagnoses expand PAP demand, while NOV’s geothermal cutters and Po Valley’s unhedged…

Intuitive Surgical ($ISRG) Deep Dive

Intuitive Surgical faces new US robotic-surgery challengers from Medtronic’s Hugo RAS and J&J’s Ottava after building a 12,000-system da…

Photonics And Optics Are In Shortage, Buy Credo

Credo Technology bypasses the indium phosphide laser shortage with its optical portfolio as AI infrastructure demand shifts toward 1.6T…

CRDO $28B

SA Dustin Quasney Sep 24 2 clicks

Research Roundup Vol. LIII

Micron’s customer agreements, Analog Devices’ acquisitions, Ondas’ GATE deal and Baker Hughes’ power systems position them for AI…

Intel: The Party Is Only Getting Started

Intel reported Q2 2026 revenue of $16.13 billion, up 25.4%, as AI PCs and data-center CPUs lifted margins and narrowed foundry losses.

INTC $491B

SA Danil Sereda Sep 23 3 clicks