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%.
Philip Morris posted 7% organic Q3 revenue growth and 10% operating-income growth as 9.1% cigarette pricing offset flat volumes, while IQOS…
Western Digital faces slowing AI-driven pricing gains and hyperscaler capex uncertainty, raising pressure on margins and valuation despite…
DLTR · long Dollar Tree is long after divesting Family Dollar, separating its stronger banner from its weaker business.
Tower Semiconductor’s low-loss photonics chips halve lasers in 1.6T optical modules, supporting a $680 million annualized photonics run…
Super Micro’s 2026 xAI rack orders, GB300 price increases and B300 mix frame its gross-margin outlook.
Ares Capital’s 10%+ yield is supported by a $30.5 billion portfolio with over 70% floating-rate debt, though dividend coverage remains…
Petrobras’s Morpho-1 well revived hopes that Brazil’s Equatorial Margin can become a major new oil frontier after hydrocarbons were…
Applied Materials targets AI-driven demand for advanced logic, DRAM and packaging, supported by services revenue and operating leverage…
CoreWeave’s rising debt yields and fading confidence in AI data-center economics frame a weekly review of Meta, Tesla, SpaceX, Netflix,…
CoreWeave's financial statements point to a business model familiar to the authors after a closer review of the AI infrastructure company.
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