CVX Earnings Review
Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins drove 46% of segment earnings.
Chevron’s Q3 revenue rose 35% to $65.2 billion and EBITDA 75% to $20.2 billion, while production trailed guidance and refining margins drove 46% of segment earnings.
Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ
Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS
Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc
BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti
CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7
Sold $GDDY at the close https://t.co/Z9vH18Pzil
@SamSamutecht I can’t tell you what to buy but I’m meaningfully long $AMZN, $BE and $HOOD. My investment objectives and risk tolerance may be very different from yours. What makes sense for me might not make sense for you.
Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…
Applied Materials posted 51% growth while trading near 23 times forward earnings; memory spending and fab construction support orders, but…
Marvell’s reported Lumentum bid would combine DSPs, lasers and optical modules, but $4 billion of cash and $5 billion of debt point to a…
SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.
Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…
Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.
Twilio CEO Khozema Shipchandler urged investors to “buy the dip” after earnings sent the software maker’s shares down 17% after hours.
CoStar’s 3Q26 revenue growth slowed to 14% as bookings fell to $37 million, while cost cuts lifted EBIT margin to 8.8%.
STRL · short Sterling Infrastructure short pairs STRL against EME and FIX, arguing data-center sitework contractors lack the margin upside available to…
Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…
GlobalFoundries' data center revenue rose 62% year over year as rising capex for quantum and silicon photonics increases near-term cash…
Moderna's Phase 3 intismeran autogene trial met its recurrence-free survival endpoint in adjuvant melanoma, supporting an asymmetric…
ConocoPhillips’ CITGO claims cover $1.5 billion under Amber’s deal, with a proposed Venezuela settlement targeting roughly $4 billion more.
Instacart’s per-order unit economics provide a benchmark for assessing DoorDash’s LTM profitability and operating model.
CoreWeave built the most leveraged neocloud model, stockpiling Nvidia GPUs and renting AI compute from rapidly expanded data centers.
June 2026 13F filings show Baupost doubling Genuine Parts ahead of its 2027 split and Ratan Capital making Silicon Motion its largest…
Village Farms benefits as Canada’s $1-per-gram cannabis excise tax forces indebted competitors out, consolidating supply with the low-cost…
S&P Global trades at 22-23 times earnings after a 25% drawdown, as AI concerns discount its data unit despite Ratings and Indices…
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