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 25h 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 29h 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

RXO · short

Rxo INC

RXO, a top-five U.S. freight broker, carries roughly 5x LTM EBITDA leverage and undisclosed off-balance-sheet liabilities after its 2022…

It’s time to sell the winners again as Western Digital, Bloom report outstanding results, shares drop

Western Digital and Bloom Energy fell after strong quarterly results, extending the selloff in AI-linked stocks.

Sharp Tech on Video: Netflix Angst, the End of the Internet, and Meta’s VR Glasses

Sharp Tech launches on video, covering Netflix, the internet’s future and Meta’s VR glasses.

OCP 2026: MicroVCSELs are gaining attention, but microLEDs still have a case

Credo’s microVCSEL pivot targets 10–20m data-center links where copper falls short, while microLEDs compete nearer compute on integration,…

Field Trip: AI Has to Be Seen to Be Believed

Seattle AI users report major productivity gains and expect firms to shift from OpenAI and Anthropic toward owned hardware, supporting…

Lam Research Q1 FY6/27 Earnings Review

Lam Research reported $8.22 billion in Q1 FY6/27 revenue, with systems up 62% and operating margin reaching a record 40% as memory spending…

Trade Alert - Long RIG

HFI Portfolio bought 94,214 shares of Transocean, RIG, for $570,000 at $6.05 per share.

Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions

Meta’s ad revenue grew 26% to $63.1 billion, but negative free cash flow and $135-145 billion of capex raise concerns over AI funding and a…

MYR Group q3’26 Earnings Preview

MYR Group’s Q3 2026 preview cites data-center and power transmission demand, with long-term service agreements supporting margin growth and…

Mosaic: Cash from Potash Now, a Recovery in Phosphates Later

Mosaic’s potash business generated $930 million after capital spending and closure cash in 2025, while phosphate operations consumed $207…