Sunday, October 25, 2026

Meta: A Strong Quarter Behind A $9.9 Billion Legal Charge And $35 Billion Of Capex

Meta posted 26% revenue growth and $9.89 billion in legal charges while funding $35 billion of capex, as AI lifts ad pricing and pressures…

META $1.8T

SA Tim Travis 26h ago 1 click

Ambarella - Should you buy?

Ambarella’s edge-AI chips generated roughly 80% of fiscal 2026 revenue, with growth re-accelerating and two multiyear customer agreements…

Columbia Banking System: Massive Share Repurchase And A 5% Yield

COLB $8.2B

SA Sorrento Research 30h ago 3 clicks

Signet Jewelers (SIG): The Next Dillard’s?

Signet Jewelers cut its share count from 87 million to 38 million since 2012 as short interest reaches 15%, amid a hated diamond market.

Tower Semiconductor Deep Dive

Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…

Expert Call | AI Server OEM: 2026 xAI Orders, GB300 Price Hikes & B300 Margin Gains

Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.

I went through all 142 companies in Value Line this morning. Here are the 6 that made it

Six Value Line small caps including Blackbaud, Marqeta, Ranger Energy and Definitive Healthcare trade on net cash, buybacks, low multiples…

Deep Dive: $ASML

ASML’s €230 million EUV machines underpin advanced AI chip production, with demand booked through 2028 after nearly $9 billion and two…

Margin Call

Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…

Applied Materials: Buy The Engineering Powerhouse Behind AI

AMAT $301B

SA Dhierin Bechai Oct 24 2 clicks

JBFCY · long

Jollibee Foods CORP

Jollibee Foods trades at PHP 144, about 56% below its January 2019 high, framing a long thesis on the Philippine restaurant operator.

Netflix's Apocalypse Fears Overly Done - Cash Cow With Renewal Prospects

Netflix pairs international engagement, free cash flow and buybacks with plans for double-digit revenue growth, margin expansion and larger…

NFLX $511B

SA Juxtaposed Ideas Oct 24 7 clicks

AI Narrative Switched, Debt Yields Spike | The Weekly Wrap

CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…

Our Views on CoreWeave

CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.

DigitalOcean's AI Flywheel: Unleashing Massive Growth Potential For Bold Investors

DOCN $12B

SA Star Investments Oct 23 8 clicks

Bloom Energy (NYSE: BE) Q3 FY12/26 Earnings - Revenue Up 138% On The Datacenter Power Race

Bloom Energy’s Q3 FY26 revenue rose 138% to $1.24 billion as datacenter power orders lifted operating margin to 18%; capex drove $181…

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 Oct 23 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…