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 Oct 25 1 click

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…

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 8 clicks

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

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,…

GTLB · long

Gitlab INC

[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition

Amazon’s refrigerated same-day network has lifted monthly perishable customers roughly 50%, using grocery frequency to deepen loyalty and…

Cestrian Rating Actions - Week Ending 11 September 2026

Cestrian initiated Joby Aviation at Accumulate and upgraded Applied Materials and Broadcom to Accumulate for the week ended 11 September…

Oracle Corporation (NYSE: ORCL) - Q1 FY2027 Earnings: Record CDS Spreads, $88B Net Debt, And The OpenAI Question

Oracle’s $88.3 billion net debt and $90-95 billion capex plan pushed five-year CDS to 215 bps, despite 121% OCI growth and a $664 billion…

MKS Instruments: Penang Expansion Boosts WFE Outlook Despite Margin Pressure

MKS Instruments posted $1.25 billion in Q2 revenue and is expanding Penang capacity for a $200 billion to $250 billion wafer-fab-equipment…

MKSI $13B

SA The Straits Strategist Sep 14 1 click

Meta Platforms ($META): AI Agents Are Here

Meta Platforms’ Muse agent could shift monetization from ad impressions to transaction commissions, while automating campaign creation for…

Adobe 3Q26 Update: Nothing Broken, Nothing Explained

Adobe’s fiscal 3Q26 revenue grew 13%, while ARR growth was about 9.3% excluding Semrush.

Enel Chile S.A.: Cheap, Profitable, And Operating In Chile's Next Great Energy Revolution

Enel Chile uses battery storage and grid management to turn renewable oversupply into flexibility, lifting H1 2026 EBITDA 3.9% and net…

ENIC $6B

SA Ryan Canady Sep 14 4 clicks

Alarm.com: False Alarm?

Alarm.com, founded after CEO Steve Trundle’s bad home-security experience, has fallen from $105 in 2020 to about $55, testing whether…

A letter to founding members

Cannibal Stocks favors cash-generative companies that retire shares at low valuations, citing Dillard’s 80% share reduction and…