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.
Friday, October 30, 2026
Back to today
From X
A Capital on X
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
Barbarian Capital on X
Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS
Barbarian Capital on X
Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc
Barbarian Capital on X
BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti
DOMO Capital Management, LLC on X
Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S
Barbarian Capital on X
CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7
DOMO Capital Management, LLC on X
Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/QUDq7IMaas
Barbarian Capital on X
"higher sales and recent cost-savings efforts weren’t able to fully offset steeper-than-expected inflation." $NWL Newell Brands Swings to Loss Despite Higher Sales https://t.co/WPRdY3lzz3
Investor Letters
All letters- Artisan Partners Q3 2026 HDLMY $32BIQV $43B
- Sound Shore Management third quarter of 2026 BP $125BLUV $21B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.7BCALY $2.8B
- East 72 Period to 30 September 2026 BOIVF $12BAVOL $8.1B
- Broyhill Asset Management third quarter 2026 CACI $15BHONA $50B
- Fairtree Asset Management Q3 2026 SSL $11B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
Bloom: Chinese Scandium Supply Route Restarts
Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.
TSOH Weekly Roundup (10/30/2026)
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.
Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.
Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 2 clicks
What a Marvell-Lumentum Deal Means for DSPs, Lasers, and Modules
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…
Smart Fit: Global Fitness Ambitions (Ticker: SMFT3)
Smart Fit, Brazil’s SMFT3, is expanding its low-cost gym network across Latin America, with corporate-wellness platform TotalPass adding to…
Another Haircut with Avy the Barber
SoFi’s stock case hinges on interest rates, tangible book value and private-credit loan sales after its $1.5 billion equity offering.
Miami International: Q3 Growth And Operating Leverage Impress (Rating Upgrade)
Miami International Holdings posted 20% Q3 revenue growth and 47% EBITDA growth as options volumes, market-share gains and operating…
Seeking Profits 4 clicks
Intel Q3 2026: Dead Inside
Intel’s Q3 2026 datacenter CPU shortage reflects wafer-start planning failures, not substrate constraints, after demand shifted from client…
Bloody Thursday: Defending Alphabet, now Amazon and Intel in the penalty box
Alphabet, Amazon and Intel face market pressure as the big three cloud giants reaffirm AI spending plans.
GENI · long Genius Sports LTD
Genius Sports, a sports data and adtech provider, is pitched as a re-rating opportunity obscured by acquisition noise.
Crane Co.
Crane Co. sells sole-source aerospace and process-control components, with 40% aftermarket revenue and margin expansion following its 2023…
GAMCO Investors, Inc. - GAMI
GAMCO Investors trades OTC at a $550 million market cap, with $150 million in excess cash and a 5.2-5.7x operating-income valuation despite…
RH - the Universe Intervenes?
RH’s debt-funded luxury expansion faces weakening demand, deeper member discounts and a balance sheet strained by $2.4 billion of net debt.
Acuren Q2 Earnings review
Acuren's Q2 revenue rose 1.5% to $313.9 million before its NV5 merger; post-close selling drove TIC down 21% as management targets $20…
[P] UNH: Itemized Governance Signals
UnitedHealth Group's governance disclosures are assessed for investment signals.
[P] NSP: Inspirational or Attainable Goals?
Insperity's special equity awards raise questions about the goals and incentives behind the grants.
[P] TENB: Tenable Reasons to Sell
Tenable Holdings faces a potential sale, with attention on M&A signals around the cybersecurity software company.
Intel's One True Stakeholder is Here
Intel's leading-edge foundry is framed as a US strategic asset needing a government stake, anchor customers and separation from its CPU…
Pebblebrook Hotel Trust ($PEB) One Hour Analysis: Trophy Assets at Fire-Sale Prices – A Compelling Value Opportunity Hidden in Plain Sight for Preferred Stock Investors.
Pebblebrook Hotel Trust preferreds yield 8.2% to 8.4%, supported by a hotel portfolio trading at a claimed 40% to 55% NAV discount and…
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