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.

Amazon’s Trainium Takes a Strike at the Training King

Amazon’s Trainium3 adds native PyTorch training support, targeting CUDA-trained researchers with standard APIs, eager mode and…

Alphabet: Gemini 4 Argon Is Coming For ChatGPT's Lunch

Alphabet's Gemini 4 Argon aims to undercut rival AI models using proprietary TPUs, while Android, Siri and Google Cloud distribution…

GOOGL $3.9T

SA Dustin Quasney 24h ago 2 clicks

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…

Big Tech Will Spend More on AI This Year Than Walmart Sells

Alphabet, Amazon, Meta and Microsoft plan nearly $800 billion of AI infrastructure spending, testing whether incremental returns can stay…

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 28h 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…

BSX · long

Boston Scientific CORP

Boston Scientific, the interventional cardiac-device leader, is rated long after a share-price and P/E decline tied to slower market growth…

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…

[scuttleslops] AAPL, SHOP, Databricks, Lonza

Apple has ceded frontier AI to partners like Google while planning AI-native glasses, camera-equipped AirPods and a smart-home hub over the…

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…

AMD: AI Agents Give Its Memory Advantage A Much Bigger Market

AMD’s MI455X offers 432 GB of HBM4, 50% more memory than Nvidia’s Rubin, positioning it for memory-intensive enterprise AI agents.

AMD $905B

SA Simple Investment Ideas Sep 24 3 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

CoreWeave, Inc (CRWV)

CoreWeave funds GPU data-center expansion with debt backed by $104 billion in contracted revenue, while GPU cloud rentals generate roughly…

Analog Semiconductor Smorgasbord, Feat. TXN, ON, VSH

Texas Instruments, ON Semiconductor and Vishay are rated Accumulate on rising robotics demand for analog, power and discrete chips after a…

Abbott: Quality Remains, But Exact Sciences Has Raised The Bar For Buy

Abbott’s Exact Sciences acquisition raises leverage, leaving Medical Devices’ 8% growth and 33.9% margin to carry cash flow until…

ABT $177B

SA PV Research Sep 22 1 click