Sunday, November 8, 2026

IREN Is Down 71%. Should You Buy the Dip?

IREN has fallen 71% despite AI Cloud revenue rising from $7.3 million to $200 million quarterly and more than $20 billion in contracted…

NEW POSITION: Google LEAPS

Alphabet bought long-dated GOOGL calls after a 12.6% earnings drop, betting AI monetization and distribution overcome capex pressure and…

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

Ouster Q3 FY12/26 Earnings Review (OUST) - Stock Rating: Accumulate

Ouster grew Q3 revenue 50% to $59.3 million, shipped 27,000 sensors and guided Q4 revenue to $61 million to $64 million while posting a…

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

Floor & Decor 3Q26 Business Update: Profitability Grows Despite Weak Sales

Floor & Decor's 3Q26 sales rose 3% while comparable sales fell 1.4%; it slowed 2027 openings to 10-15 as high mortgage rates pressure…

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

SA Gary Gambino 12h ago 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

MTMTY · short

Metlen Energy & Metals PLC

Metlen Energy & Metals faces a 40% short case centered on its overpriced aluminium, alumina and Greek power businesses.

McDonald's: The Earnings Bounce Is Pricing In A Turnaround That Hasn't Happened Yet

MCD $197B

SA Lee Bailey 21h ago

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $260B

SA Brett Ashcroft Green 28h ago 1 click

Perimeter Group: 3Q26 Business Recap

Perimeter Group posted 24% revenue growth to $390 million as fire-safety contracts and acquisitions lifted results, while it brings PDI…

Perimeter Group 3Q26: A Decentralized Mini-Conglomerate

Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…

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.

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

AMZN $2.9T

SA Dhierin Bechai 35h ago 3 clicks

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

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

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

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…