QXO Inc Earnings Update: Q3 2026
QXO's Q3 sales rose 79% to $4.9 billion after TopBuild and Kodiak acquisitions, while acquisition debt lifted interest expense to $163 million and adjusted EPS fell.
Thursday, November 12, 2026
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From X
George Noble on X
The collapse of $NVDA and the AI ecosystem will be truly epic. @GavinSBaker @chamath @Jason @darioperkins @DarioCpx @JG_Nuke @MichaelMOTTCM @biancoresearch
Raging Capital Ventures on X
Does the crash of Jensen’s “Bank of $NVDA” lead to a nuclear funding winter for underfunded AI neoclouds and startups?
Barbarian Capital on X
Yeti Cuts Year Outlook on Consumer Caution $YETI
Barbarian Capital on X
Cerebras Lifts Outlook as Cloud Revenue Surges in Third Quarter $CBRS
Investor Letters
All letters- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Minotaur Capital October 2026 META $1.6TAVGO $1.6T
- Bell Asset Management October 2026 CRH $64BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 PNI $2.7B
- Lakehouse Capital Global Growth Fund October 2026 ADYEY $31BNOW $107B
- Spheria — Global Smaller Companies Fund month ended 31 October 2026 SFM $4.7BSN $32B
- Rathbones October 2026 SBGSF $158BSIEGY $236B
- FCL Capital October 2026 ANPDF $28BASML $591B
Floor & Decor 3Q’26: Déjà Vu, But Priced For A Lost Decade
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AutoNation (AN): The CEO Takes a Driving Test
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OXY's Q1: The Good, The Bad, and The Pretty
Occidental Petroleum’s Q1 2026 execution and operating outperformance were offset by a costly management derivative misstep.
Bye the Index
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