Friday, November 6, 2026

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

Moderna (MRNA) Q3 FY12/26 Earnings Review

Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

Airbnb 3Q’26: Back in Growth Mode, but Agents Still Worry Me

Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.

Coherent: Selling Volume While Lumentum Sells Scarcity

Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…

COHR $41BLITE $48B

SA Keyanoush Razavidinani 23h ago 4 clicks

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

Rocket Lab: Less Euphoria, Still Too Much Perfection Priced In Ahead Of Q3

RKLB $28B

SA Bernard Zambonin 26h ago 1 click

[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR

Intel’s data-center revenue rose 80% to $7.3 billion as AI-agent workloads lift server CPU demand, but Intel 3 wafers and advanced…

EQT: Will Berkshire Hathaway Buy Them After The Range Resources Acquisition?

EQT becomes the largest U.S. natural-gas producer after acquiring Range Resources, with takeover speculation centered on Berkshire Hathaway…

EQT $33BRRC $12B

SA Alexander Grover 27h ago 3 clicks

SIRI · long

Sirius Xm Holdings INC

SiriusXM, SIRI, combines a 32% EBITDA margin with 3.6x net leverage and a 16% free-cash-flow margin despite elevated capex.

(Idea) The Energy Sector In Colombia And Venezuela Is At An Inflection Point

Colombia and Venezuela are opening oil sectors to outside producers, as Venezuela offers producing blocks and Ecopetrol seeks capital for…

CRM 2026-08-28

Why Salesforce's Alliance With Anthropic Changes Everything

Salesforce's Anthropic alliance and Claudeforce launch drove a 22% post-Q2 2027 rally, while nonexclusive access and AI infrastructure…

CRM $187B

SA Elina Selianska Aug 28 4 clicks

ServiceNow: When SAAS Meets AI = Opportunities

ServiceNow targets $30 billion in FY2030 revenue and a Rule of 60+ as it expands premium agentic AI offerings and consumption-based pricing.

Meta Buys Away its Distraction at Minimal Cost

Meta’s $18 billion teen-addiction settlement makes $5.3 billion contingent on YouTube and TikTok adopting matching restrictions, while…

TSOH Weekly Roundup (08/28/2026)

TSOH Weekly Roundup tracks Dick’s Sporting Goods’ Foot Locker setback and Brown-Forman’s internal debate over a potential Pernod Ricard…

Making sense of Sandisk’s long-term financial model

Sandisk’s FY28-FY30 model relies on long-term NAND agreements holding near-80% gross-margin floors despite pricing 26-28% below current…

CMCSA 2026-08-28

After A Decade Of Underperformance, Comcast Is Finally Ready To Rebound

Comcast's mobile growth, Verizon roaming agreement, NBCUniversal content and theme parks are positioned to offset broadband competition…

CMCSA $84B

SA Max Greve Aug 28 1 click

QXO Inc.

QXO is building a North American construction-products distributor through Beacon, Kodiak and TopBuild, targeting $18.1 billion of combined…

UK Primer: The Equity Revival

UK equities trade at decades-wide discounts to developed-market peers as improving sentiment, capital reform and foreign M&A support a…