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

@HedgeyeRetail Jun 28

Brian McGough on X

Seriously considering getting a Swoosh tattoo on my forehead (ok, maybe on my calf like PHK) -- with a $75 after it -- after today's shellacking -- to remember forever (and to remind me when this stock is at $150). $NKE

@HedgeyeRetail Jun 28

Brian McGough on X

$NKE SHOULD be getting tagged. So should $ONON and $DECK as Nike Futures are up so materially in the specialty running channel. But what the market is getting WRONG is taking $FL lower. FL is Nike's meal ticket to reaccelerating top line. It's a massive long here. It's a 2-3-bagger from here.

@HedgeyeRetail Jun 27

Brian McGough on X

Donohoe talking about the WNBA. That's kind of what he is, the WNBA of CEOs. $NKE

@HedgeyeRetail Jun 27

Brian McGough on X

How the Nike $NKE board does not fire Donahoe is a complete mystery to me. The guy's gone in April 2025 anyway when his contract is up. But end it already. Bring back Mark Parker, Eric Sprunk, or Elliott Hill. Shit, bring back ALL of them! Any of those guys will make this a $120 stock on a simple press release.

@HedgeyeRetail Jun 27

Brian McGough on X

$NKE beat, but company 'revising' FY25 guide. And giving no detail on that until the call at 5pm. People are pinging me assuming a $3 EPS number. Just making stuff up. I'll go on record in saying that NKE will end up earnings better than where the consensus started in the first place. NKE internal forecast accuracy is horrendous.

@HedgeyeRetail Jun 27

Brian McGough on X

I have yet to come in contact with anyone who says anything other than '$NKE is gonna puke the quarter and guide down." The volatility after this Nike print skews to the upside. The 12-month risk reward is money with this stock under $100.

@catechwilliams Jun 19 1 click

catechwilliams on X

@Mike10947310 $CVGW Sources >90% of its avocados from Michoacan, MX. $CMG purchases ~10% of tot US avocados. Its latest ESG report noted “diversifying away from Mexican suppliers.” This latest drama down there will almost certainly accelerate sourcing away from $CVGW, etc.

@gatorcapital Jun 19

Derek Pilecki on X

I strongly disagree with buybacks like $TFC has telegraphed. Truist trades above book value, and they only have excess capital because they sold one of their crown jewels (insurance brokerage biz). Truist should hold excess capital until we get through this credit cycle.

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 4 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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