Sea Ltd Earnings Update: Q3 2026
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
Sea Ltd reported Q3 2026 revenue of $8.6 billion, up 43.4% year over year, while net income rose 34.0%.
@Ross__Hendricks @DratchCap @WarrenPies Equity is abundant even while absolute debt issuance skyrockets. I would think prudent capital allocators would tap the former… (see $GOOG, $ORCL as of late)
@davey_juice @taobanker I own both. $NU seems inevitable. $INTR more execution and single-market risk but a lot more upside if it works and gets rerated.
Bought $TTWO after seeing the GTA VI leaked footage. Forget the graphics. Unpolished gameplay is showing a massive leap in world density, NPC behavior and systemic depth. The world feels alive. First real evidence GTA VI may actually be a generational leap. That’s the signal.
Blog post alert: $MRNA
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
@2suns2moons @bold_perception $CIB dividend up from $2.25/year in 2022 to more than $6/share now. Covers a lot of living expenses. If you relocate to another country, good to own some stuff there so you have an economic stake if its conditions improve...
$MRNA - Who wants to hold this over the weekend after the week it had and potential secondary overhang?
Synchrony Financial $SYF popped a new buyback to the tune of $6.5bn, roughly 24% of its market cap. This one has been and remains a true share cannibal.
Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights and seats grew 16%, with app bookings up 29% and Reserve Now Pay Later adding…
Airbnb’s 3Q26 revenue rose 19% to $4.9 billion as nights grew 16%; app rebuild, AI-assisted releases and social travel features aim to…
S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…
Occidental Petroleum generated $4.3 billion of Q3 EBITDA and cut principal debt to $10 billion, but each $1 WTI decline reduces annual…
Rocket Lab reported Q3 revenue up 73% to $267.8 million and backlog up 52% to $3.57 billion, but Neutron’s first flight slipped to 2027 and…
Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…
SpaceX’s $24 billion Starbase power plant, Microsoft’s Oracle capacity cuts, Riot’s $72 billion AI lease and Quanta’s sell-off frame…
Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…
Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and…
Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.
Dana is combining with Eaton’s Mobility unit via a 1Q27 Reverse Morris Trust after selling a division, delevering and accelerating buybacks.
Adult-use cannabis rescheduling would open Altria’s 42% Cronos stake to a U.S. market rerating.
Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.
Nextracker's $6 billion order book supports cross-selling battery storage and inverters, now 22% of revenue, though acquisition-led growth…
DoorDash and Google.
Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than…
Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.
Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…
Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.