Tuesday, November 10, 2026

Rocket Lab (NASDAQ: RKLB) Stock Rating: Stop After Q3 FY12/26 Earnings

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…

Rocket Lab: Neutron Keeps On Slipping As Expected

RKLB $28B

SA Louis Gerard 6h ago

The AutoNation Story

AutoNation shed rentals and megastores, focused on dealerships, and retired 91.1% of its shares through buybacks after its 1990s roll-up…

Celestica: Why I See The Recent Crash As A Bullish Opportunity

Celestica trades at 9.6 times projected 2027 adjusted EPS after an 83% Q3 revenue gain, while lower free cash flow guidance reflects growth…

CLS $26B

SA Ryan Canady 7h ago 1 click

Monte Investments Market Brief Vol. CXXXV

Quanta Services’ backlog rose 63% year over year to $64 billion as shares fell 30%, while AI power and data-center construction demand…

No title

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 Earnings Preview: Has The Contracts, But Still Too Expensive Even After A 57% Decline

Nebius Group's Microsoft and Meta contracts improve revenue visibility, but high capex, dilution and hardware replacement risk leave NBIS…

NBIS $38B

SA Lee Bailey 9h ago 1 click

Big Short Investor Explains How the AI Bubble Could Burst

Steve Eisman argues the AI boom rests on a handful of companies and hundreds of billions in infrastructure spending, risking recession and…

Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

The Trade Desk (NASDAQ: TTD) Stock Rating: Upgrade To Accumulate After Q3 FY12/26 Earnings

The Trade Desk beat Q3 guidance with $736 million in revenue and $266 million EBITDA, but revenue fell 0.5% and Q4 guidance implies an 11%…

TYL · long

Tyler Technologies INC

Tyler Technologies, TYL, is positioned as a resilient govtech software provider if AI disrupts enterprise SaaS.

Applied Materials (NASDAQ: AMAT) Stock Rating: Upgrade To Accumulate After Q3 FY10/26 Earnings - Accumulation Zone And Stop Inside

Applied Materials reported Q3 revenue of $9.1 billion, up 25%, and $2.3 billion in free cash flow as AMAT fell roughly 40% from its June…

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate - Initiating Coverage

Joby Aviation is initiated at Accumulate after booking $116m of trailing revenue, forming a Toyota manufacturing venture and agreeing to…

Qualcomm Vs. Marvell: The Better AI Business Is The Worse Stock

Qualcomm offers more valuation cushion than Marvell despite Marvell’s stronger AI revenue, as its Amazon partnership supports data-center…

QCOM $180BMRVL $117B

SA Delta Analyst Sep 11

MercadoLibre: Trajectory To Scale (Ticker: MELI)

MercadoLibre’s Q2 2026 revenue hit its fastest growth since 2022 as broader free shipping, cross-border inventory and Mercado Pago deepen…

One of the Best Business Models in the World Just Went on Sale

AppLovin trades at 18 times EBITDA after a 57% drop, despite 84% EBITDA margins, rapid growth and a machine-learning advertising platform.

Otis: Stuck, But Help is Already Here

Otis is reversing excessive cost cuts as repair and modernization sales reaccelerate, targeting EBIT stabilization in Q3 after two outlook…

The Williams Companies: A Tough Competitor Tackles The Northeast

Williams Companies faces a revoked Northeast pipeline permit while pursuing growth through Momentum Midstream, Gulf export access and…

WMB $84B

SA Long Player Sep 10

Amplitude Q2 26 - Examining The Moat - Rating, Hold.

Amplitude reported Q2 revenue of $100.9 million, up 21%, as agentic AI and LLM vendors challenge the moat of its product analytics software.

Sony: Quiet Quality, Stealthy Growth

Sony's financial-services deconsolidation and TSMC sensor venture sharpen a higher-margin entertainment and imaging business, with segment…

SONY $158B

SA LA Capital Sep 10 1 click