Friday, October 30, 2026

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.

AMZN $2.6T

Steve Eisman Oct 30 5 clicks

Oct 30 CVX $465B

CVX Earnings Review

Cestrian Capital Research 3 clicks

Oct 30 AZN $270B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@leevalueroach Oct 30

Lee Roach on X

Harley-Davidson $HOG is one of the best performing stocks this year. Read the comments here. I got so much shit for being a Hog bull. Now everyone is excited about it. Time to find something else hated. https://t.co/LP8nuDpeHa https://t.co/BR4o2WHoLQ

@StableBread Oct 30

Fajasy on X

On October 2, 2026, Seagate $STX and Western Digital $WDC each fell 10.2%, while Quantum $QMCO rose 8.2% to its $34.50 peak. $QMCO’s drop started the week before it fired its CFO on October 9, along with a selloff in hard drive stocks. Toshiba, which makes hard drives like $STX and $WDC, said on October 2 that its Philippine plant is “aiming to nearly double its annual production capacity” of data center hard drives by its fiscal year starting April 2027. More hard drive supply could (1) hurt $QMCO by easing the disk shortage that helped push customers toward tape, as I covered in my April 22 tape primer, and (2) help $QMCO by easing the constraints on “certain disk drives” that CEO Hugues Meyrath mentioned on the June-quarter call. From October 2 to October 9, $QMCO fell 11.8%, vs. 4.3-8.0% for SanDisk $SNDK, $STX, and $WDC. Then, from the October 9 close, before the firing was disclosed, to October 27, $QMCO fell another 33.4%, vs. 4.1-17.5% for the three storage stocks. So the storage selloff explains part of the drop from $34.50, but most of it came after the firing, which is specific to $QMCO.

@negligible_cap Oct 30

Negligible Capital on X

*INTEL SHARES PLUNGE 26% IN BIGGEST ONE-DAY DECLINE SINCE 2024 $INTC is now below it's 2000's dot-com bubble peak once again https://t.co/1wTsvz9VHo

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

One of the reasons that Brazil started to take a lot of the ethanol export volume was a sharp appreciation in the Brazilian Real which leads Brazilian producers to favor ethanol vs sugar production. The sharp depreciation in the Real following the election will reverse this and lead to greater sugar production moving forward. Very bullish for $ALTO and $GPRE.

@pennycheck Oct 30

⚽️📡 on X

. @tickerplus data ftw $ospn https://t.co/3FVL46nKgB

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

$GPRE https://t.co/nB665X2SfA Wow - that's a ton of cash for a company with a $955M market cap......... current valuation makes no sense.

@TidefallCapital Oct 30

Trevor Scott on X

@ACapitalLP should $MGM not pay down a little more debt? Diller just running the Malone playbook here.

@kab604 Oct 30

kab60 on X

"The current environment strongly favors allocating capital toward share repurchases and as such we have secured Board authorization for an additional $1 billion in share repurchases" $AN up pre-market, $GPI and $ABG up biggly since the lows... These things shouldn't trade ~7x

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $108B

Cestrian Capital Research Oct 30 1 click

SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain

SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…

SKHY $806B

Adam Schadt Oct 30 2 clicks

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.

BE $67B

Hunterbrook Oct 30 4 clicks

Amazon 3Q’26: Trillion Dollar Talks

Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…

AMZN $2.6T

MBI Deep Dives Oct 30 3 clicks

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.

MKL $23BADT $7.2B

TSOH Investment Research Oct 30 1 click

Alphabet's Post-Earnings Selloff Is The Best Buying Opportunity In Years

Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.

GOOGL $4T

Rick Orford Oct 30 4 clicks

Earnings Review: $AMZN and $LLY

Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.

AMZN $2.6TLLY $1.3T

Rebound Capital Oct 30 2 clicks

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…

VRSK $26B

First Strike Research Oct 30 7 clicks

Alphabet: Don’t Search for a Straight Line in Innovation

Alphabet’s Q3 2026 cloud growth stayed strong while Search revenue growth slowed to 12%, with higher AI capital spending driving negative…

GOOGL $4T

Librarian Capital's Research Library Oct 30 3 clicks

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,…

TNGX $3.9B

Terry Chrisomalis Oct 30 2 clicks

Regeneron (REGN) Q3 FY 12/26 Earnings Review

Regeneron’s Q3 revenue rose 36% to $5.1 billion, driven by a 68% jump in Sanofi collaboration revenue, while operating income doubled to…

REGN $84B

Cestrian Capital Research Oct 30 2 clicks

XOM Q3 FY12/26 Earnings Review - Distribute Rating - No Paywall.

ExxonMobil’s Q3 revenue rose 33% to $113.2 billion as refining earned $9.1 billion, surpassing upstream; the company set 2027 buybacks at…

XOM $771B

Cestrian Capital Research Oct 30 2 clicks

AMZN Q3 FY12/26 Earnings Review

Amazon reported $201.9 billion Q3 revenue and 39% AWS growth, while $220 billion in 2026 capex drove trailing free cash flow to a $42.4…

AMZN $2.6T

Cestrian Capital Research Oct 30 3 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…

MRVL $221BLITE $83B

Vik's Newsletter Oct 30 1 click

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…

ESMR $1.9M

Emerging Moats Research Oct 30 2 clicks

Amazon - Q3 2026 Earnings Brief & Return

Amazon’s AWS revenue grew 39.3% to $46 billion, backed by a $578 billion backlog, while 2026 capex targets $220 billion and estimated…

AMZN $2.6T

Modern Value Investing Oct 30 2 clicks

SAP · long

Sap Se

SAP shares are down 45% since February 2025 as AI disruption fears create a long thesis on its risk-reward.

SAP $272B

Value Investors Club Aug 1 2 clicks

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.

SOFI $22B

WHAT ARE WE DOING? “Contrarians At The Gate” Oct 29 3 clicks

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…

MIAX $3.2B

Seeking Profits Oct 29 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…

INTC $348B

Irrational Analysis Oct 29 2 clicks

Friday, October 30, 2026

Lee Roach on X

Fajasy on X

Negligible Capital on X

DOMO Capital Management, LLC on X

⚽️📡 on X

DOMO Capital Management, LLC on X

Trevor Scott on X

kab60 on X

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