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 22h 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 26h 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…

Top Rebound Stocks for Oct’26

Intuitive Surgical, down 32% from its January 2025 peak, faces slower US procedure growth and new robotic-surgery rivals despite $10.1…

Credo: The Market Is Wrong About Optics, And That's Creating A Buying Opportunity

Credo expects optical revenue to reach $600 million in FY27 after Q1 revenue grew 114.7% year over year, expanding from AEC cables into AI…

CRDO $28B

SA Analysis Fundamental Oct 8 4 clicks

[scuttleslops] META, MU, NVDA, LW, open web advertising

Meta’s Reality Labs shifted spending toward smart glasses, accepting roughly $40 per-unit losses to build an eventual advertising platform…

Vertiv Holdings Co. (VRT)

Vertiv's 33% stock decline followed a 2026 forecast increase, despite a $15 billion backlog and rising AI data-center demand for power and…

Alamar: The Consumables Flywheel Is Just Getting Started

Alamar Biosciences' consumables revenue rose 147% in 2Q26, lifting gross margin to 60% as the company expands into clinical diagnostics.

ALMR $2.1B

SA Petri Dish Reports Oct 8

POST · long

Post Holdings INC

Post Holdings remains a large position after the stock's recent decline.

🎙️ The Compute 100: Startups vs. Incumbents in Semis, Intel Foundry, Physical AI, and more

Austin Lyons discusses Intel Foundry, advanced packaging, AI inference, physical AI and data center architecture on The Compute 100.

Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More

Undercovered Dozen spotlights 12 lesser-covered stocks, including Brookfield Renewable, Annaly Capital and Seagate.

BEP $8.5BNLY $14B

SA The Undercovered Dozen Oct 7

I Finally Proved That the Market Is Not Efficient

Bread Financial’s 10-year Signet card deal transfers an estimated $526.5 million in NPV to Signet and $1 billion in payments, while BFH…

A Qualitative Primer on the Nicotine Pouch Space

Nicotine pouches show low brand loyalty and sharply varied preferences, with U.S.