Saturday, October 31, 2026

Amazon.com Inc (AMZN) Earnings Update: Q3 2026

Amazon reported Q3 2026 net sales up 12% year over year to $201.9 billion, narrowly below the $202.3 billion consensus estimate.

AMZN $2.9T

SixSigmaCapital: Navigating the Financial Markets Oct 31 8 clicks

Oct 31 LITE $48B

Expert Call | Optical Module Ramps, Lumentum vs. Coherent Momentum, Server CPU, and Advanced Packaging Constraints

P Equity Research 2 clicks

Oct 31 FTAI $17B

FTAI 3Q26: Aero margins in focus

Stock Thoughts 5 clicks

From X

@BlueDuckCap Jul 29 1 click

BDC on X

$MSFT is showing us how to have your AI cake and eat it too. Zuck should take notes

@BlueDuckCap Jul 29

BDC on X

...."but we might not take the offer bc we have all these reasons to use the compute internally even though we missed ad revs" (basically) $meta https://t.co/ozJ63qcFIL

@ActAccordingly Jul 29

PAA Research on X

Thanks again to @realsteveeisman for having me on his podcast again. It's always fun chopping it up with Steve. We talked about a lot of things: the ever shifting dynamics of the residential real estate market ($Z/$ZG, $COMP $RKT, $CSGP etc.), structural problems in for-profit education (it's not just AI), and why I'm short $GOOG among other things. You can listen to the episode here! https://t.co/PdhE7ro93h

@BlueDuckCap Jul 29

BDC on X

Majority of EPS growth is in tech. Rest of the market EPS growth is tepid. $QQQ imploding, $RSP ripped. Sustainable?

@irbezek Jul 29 1 click

Ian Bezek on X

Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI

@BrokenMoats Jul 29

Broken Moats on X

Oil up 7.5% and $EXPE continues its squeeze because it's simply the opposite end of the ai trade? How long can these on/off trades define every stock in the market? Crazy

@LaughingH20Cap Jul 29 3 clicks

Laughing Water Capital on X

Friendly reminder that $MRK is well positioned and well incentivized to purchase $LQDA. Yutrepia fits very well with Merck's respiratory portfolio. https://t.co/JAdLguTw7D

@convequity Jul 29

Convequity on X

I’ve been calling $AVGO a spectacular optical winner — and I still am. The mild caveat is that they’re also leaning into CPO rather than NPO or OCS. That said, their in-house optical technology is genuinely strong, which leaves them in a far better position than $NVDA on this front. Half-half, but still clearly ahead.

Microsoft's AI Boom Has A Cost

Microsoft’s Azure grew 48% as AI monetization accelerated, but doubled CapEx, largely for CPUs and GPUs, reduced quarterly free cash flow…

MSFT $4T

Yiannis Zourmpanos Oct 31 2 clicks

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 $2.9T

Steve Eisman Oct 30 6 clicks

American Tower's Starlink Opportunity

American Tower could gain $1.13 to $3.54 in AFFO per share if Starlink accesses 80,000 U.S. cell sites and becomes a fourth major tenant.

AMT $90B

Dane Bowler Oct 30 3 clicks

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…

CVX $423B

Cestrian Capital Research Oct 30 4 clicks

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

AstraZeneca reported $16.2 billion Q3 revenue, up 7%, as oncology grew 17% and Farxiga fell 25% after US generics.

AZN $285B

Cestrian Capital Research Oct 30 3 clicks

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 $114B

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 $729B

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 $52B

Hunterbrook Oct 30 5 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 $2.9T

MBI Deep Dives Oct 30 4 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 $24B

TSOH Investment Research Oct 30 1 click

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 $94B

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 $689B

Cestrian Capital Research Oct 30 2 clicks

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 $3.5T

Rick Orford Oct 30 5 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 $2.9T

Cestrian Capital Research Oct 30 3 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 $2.9TLLY $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 $25B

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 $3.5T

Librarian Capital's Research Library Oct 30 3 clicks

Applied Materials: A 51% Growth Quarter At 23x Forward Earnings

Applied Materials posted 51% growth while trading near 23 times forward earnings; memory spending and fab construction support orders, but…

AMAT $260B

Capital Minded Oct 30 1 click

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 $117BLITE $48B

Vik's Newsletter Oct 30 1 click

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 $2.9T

Modern Value Investing Oct 30 2 clicks

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Saturday, October 31, 2026

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