Tuesday, November 10, 2026

Seritage Growth Properties: Final Stages of Liquidation

Irreplaceable Assets, Explosive Growth, On Sale: LandBridge Q3 2026 Update

LandBridge’s Q3 revenue rose 39%, while newly acquired pore space could lift pro forma EBITDA and cut its 2027 EV/EBITDA multiple from…

Constellation Software 3Q26 Recap: When 2% is Good

Constellation Software’s 3Q26 organic revenue grew 2%, while $609 million of acquisitions and improving acquired-business margins supported…

Airbnb 3Q26: Business Update

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…

Joby Aviation (NYSE: JOBY) Stock Rating: Accumulate After Q3 FY12/26 Earnings

Joby Aviation reported $55.1 million in Q3 revenue, raised 2026 guidance to $135 million to $140 million, and expects FAA pilot training in…

Airbnb 3Q26 Business Update: “Growth Mode”

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…

MARA Holdings Q3: Massive Deleveraging Sets The Stage For The AI Colocation Premium

MARA Holdings cut debt by $1.4 billion after an $885 million Bitcoin gain, while 1.9 GW of energy assets and a $79 million GPU contract…

MARA $2.5B

SA Mandela Amoussou 15h ago 1 click

Sin of Hubris: Jensen’s Affair Scandal and What It Means for Nvidia, AI Players and the Market

Nvidia faces unverified allegations involving CEO Jensen Huang, a customer executive and claimed China-linked influence over AI chip…

Research update

S&P Global research will assess Platts, Kensho and ratings growth; Benefit Systems’ 72% YTD rally changed its valuation, while Netflix and…

Q3 Earnings: XPEL, Liberty Capital, Douglas Dynamics, Strattec, Seaport (XPEL, GLIBA, PLOW, STRT, SEG)

Liberty Capital’s GCI business grew 5% in high-margin healthcare and school contracts, while Quintillion could lift EBITDA to $440 million…

QTWO · long

Q2 Holdings INC (qtwo)

Q2 Holdings sells banking software to more than 1,200 financial institutions and 27.8 million registered users, after selling off with…

TSMC could spend $10B more on N2 capacity. Why won’t they?

TSMC’s N2 ramps at record pricing while 34-36% CapEx, versus 53% in 2021, raises questions about its long-term AI-demand outlook.

Alphabet: Jam Tomorrow, But Never Jam Today

Alphabet’s Q2 EBIT rose 24.8% excluding one-offs as Search, YouTube Ads and Cloud grew, while higher AI capex drove a 6.9% share drop.

Netflix: Deep Dive Analysis

Netflix's Q3 guidance points to sub-12% growth as viewing hours rise about 2%, increasing reliance on pricing, paid sharing and advertising.

The Neoclouds Series, Part 1: Nebius

Nebius opens a series arguing Nvidia-backed neoclouds absorb the debt and construction risk of AI data centers while driving GPU demand.

Netflix: Below forward 20 PE Ratio for one of the best companies in the world

Netflix trades below 20 times forward earnings despite $51 billion in revenue, 31.5% guided operating margin and ad revenue expected to…

PayPal, Declined

Stripe and Advent’s reported $53 billion bid for PayPal follows a decade in which Stripe’s payment volume outgrew PayPal’s Braintree.

TSOH Weekly Roundup (07/24/2026)

TSOH Weekly Roundup covers the Paramount-Warner court block, Xbox Game Pass’s subscriber shortfall and pricing reset, and Red Bull’s 28%…

Tesla and SpaceX's Likely Merger, Portfolio Change

Tesla and SpaceX are increasingly integrated through Terafab, Optimus, Grok and Starlink, strengthening the case for a merger to pool…

Coupang: Normalization (Ticker: CPNG)

Coupang says customer demand is normalizing after its 2025 data leak, while Q1 vouchers and underutilized capacity pressure margins.