Saturday, November 7, 2026

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

AMD $660BMELI $77B

Rebound Capital 7h ago 1 click

24h ago CRWV $27B

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman 5 clicks

31h ago OVV $17B

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 3 clicks

From X

@junkbondinvest Oct 17 10 clicks

junkbondinvestor on X

$CRWV has ~$10bn of unsecured HY notes, all yielding 14-15%. There’s also another ~$11bn of converts. That’s ~$21bn of unsecured claims, sitting behind the secured debt that funds the GPUs. Here's the latest market pricing on the HY notes (converts excluded): https://t.co/vVxKgKVCRc

@SouthernValue95 Oct 17 3 clicks

SouthernValue on X

Who had Hyperscalers accelerating to fastest growth rates since Covid at the same time Anthropic massively decelerates on their bingo card for 3Q26? I think very few 3-6mo ago, but here we are! $MSFT $GOOG $AMZN

@ACapitalLP Oct 17 5 clicks

A Capital on X

The asset base is too large and diversified to ever underwrite loan by loan. The thesis is that the private credit apocalypse is exaggerated, $OWL became the poster child given its reliance on the HNW channel, and the market is assigning far too little value to its non-credit assets and durable fee-generating franchise.

@gnoble79 Oct 17 4 clicks

George Noble on X

@FrenchV33921 Already there with $CRWV and $IREN IS $NBIS worse?

@calvinblissett Oct 17 16 clicks

Calvin Blissett on X

@sidecarcap This is exactly what I think is happening with $SLM $KSPI and maybe $YB. $KNSL too

@ACapitalLP Oct 17 2 clicks

A Capital on X

@Pembrokestcap But isn’t $OWL reputation, and by extension their ability to raise capital, permanently impaired? Who cares if they own valuable GP stakes and real estate businesses that never tapped the high-net-worth channel? Isn’t the entire franchise structurally compromised?

@finphysnerd Oct 17 2 clicks

Myles on X

Shorts that aren't actually that overvalued (a 10+15% grower trading at 30x earnings can be overvalued, but still easily trade to 40-50x). Sizing is very important. Stuff like $CBA, $WDFC, $WMT, $WING have been some of my biggest winners this year with no catalyst.

@ACapitalLP Oct 17 2 clicks

A Capital on X

My favorite part of this $OWL article… What possible value could investment bankers see in a full or partial sale of the business that the public market is apparently missing? https://t.co/5rjY1IZQv1 https://t.co/yWPrLNBD21

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos 21h ago 3 clicks

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…

AXON $31B

Speedwell Research 21h ago 3 clicks

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B

Chipstrat 23h ago 2 clicks

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.

DDOG $79B

Cestrian Capital Research 23h ago 1 click

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…

MRNA $103B

Cestrian Capital Research 28h ago 1 click

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…

NET $97B

Cestrian Capital Research 29h ago 1 click

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.

ABNB $111BBKNG $122B

MBI Deep Dives 29h ago 1 click

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

Keyanoush Razavidinani 29h 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,…

RDDT $18B

Substack von Philipp 31h ago 3 clicks

The Comprehensive Guide to the Bank of Nvidia

Nvidia has committed capital to customers, compute providers and AI startups, tying investments, capacity purchases and rent backstops to…

NVDA $4.6T

Hunterbrook 31h ago 1 click

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research 29h ago 1 click

Frontline: Second Half Earnings Far Outweigh Doubts About The Future

Frontline's model projects $12.51 in H2 2026 EPS and a 47% implied dividend yield, arguing historic tanker rates outweigh longer-term…

FRO $11B

Kevin Avroutskii 30h ago

ARM Q2 FY3/27 Earnings Review

Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.

ARM $181B

Cestrian Capital Research 30h ago

[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…

INTC $287BAMD $660B

scuttleblurb 32h ago 1 click

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

Alexander Grover 33h ago 3 clicks

Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT

Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…

MRVL $117BLITE $48B

Monte Independent Investment Research 33h ago 2 clicks

AppLovin 3Q26: Business Update

AppLovin's 3Q26 revenue rose 55% year over year and margins reached 78.2%, driven by AXON model gains, while publisher bidding pressure…

APP $118B

Speedwell Memos 34h ago 2 clicks

Interactive Brokers: Start Buying Below $60 During The AI Crash (Ticker: IBKR)

Interactive Brokers faces earnings pressure from an AI-driven market downturn and lower rates, while customer growth and product expansion…

IBKR $122B

Emerging Moats Research 36h ago 5 clicks

Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price

Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…

OWL $17B

Tim Travis 39h ago 1 click

AppLovin 3Q26 Business Update: No Notes

AppLovin’s Q3 revenue rose 55% year over year as AXON model gains expanded margins, while ad take-rate compression remains the key…

APP $118B

Speedwell Research 42h ago 3 clicks

Publications we follow

Every publication on this site, hand-picked.

129 publications

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

Nominate a publication

X accounts we follow

Every account on this site, hand-picked.

91 accounts

Nominate an account

Investor letters we follow

359 firms

Sectors

Ordered by how often our editor reaches for them.

Saturday, November 7, 2026

junkbondinvestor on X

SouthernValue on X

A Capital on X

George Noble on X

Calvin Blissett on X

A Capital on X

Myles on X

A Capital on X

Investor Letters

Publications we follow

Newsletters 109

YouTube 4

Blogs 15

Seeking Alpha 74 of 277

X accounts we follow

Investor letters we follow

Sectors