Key PointsMicron operates in one of the most volatile subsectors of the chip industry.Nvidia is dominant in the AI accelerator industry, but its growth may not be as safe as it app

Key PointsComcast leverages its dominant position in domestic broadband and a growing global theme park footprint.Walt Disney relies on its iconic content library, leading streamin

Key PointsSpaceX's AI sales rose 830% to $7.6 billion in the third quarter.But tech investors are skeptical of the AI trade right now, as capital expenditures accelerate.The compan

Key PointsThe S&P 500's cyclically adjusted price-to-earnings ratio ended Oct. 28 at 41.04, versus a long-term average of around 17.Its only other stretch above 40 lasted from Janu

Key PointsFirst Solar added 1.4 gigawatts of U.S. gross bookings at $0.36 per watt.The board authorized a share repurchase program of up to $500 million.Net sales reached $1.2 bill

Key PointsOrder backlog reached a record $78 billion in the third quarter.Power generation sales to users grew 75% on data center demand.Caterpillar committed $1 billion to expand

Key PointsRevenue reached $1.7 billion through the first nine months of 2026.International client activity contributed over 60% of third-quarter revenue growth.Tradeweb agreed to a

Key PointsThird-quarter net revenues reached $2.8 billion, rising 15% year over year.Adjusted earnings per share grew 18% year over year to $2.02.Energy transaction revenues rose 2

Key PointsData center revenue growth outlook increased to 16% for 2026.American Tower agreed to sell its Canadian business for $2 billion.Management expects U.S. organic tenant bil

Key PointsLinde recorded a $425 million restructuring charge in the third quarter.Electronics sales increased by 15%, driven by demand in Asia and the U.S.Linde maintains an $8 bil

Key PointsAnthropic recently filed its registration statement with the SEC and there were some red flags.Investors looking to tap into AI stocks should consider one of the leading

Key PointsNovoCure generated record third-quarter net revenue of $193 million.Active glioblastoma patients grew 11% year over year to 4,730.Full-year net revenue guidance increased

Key PointsCboe extended its exclusive S&P 500 Index option licensing agreement through 2051.Cboe raised its 2026 organic net revenue growth guidance to the high teens.Third-quarter

TradingKey - Kioxia breaches defense line amid surge in selling pressure; stock plummets over 15% in a single day to hit new low since May this year.On November 2, Japanese memory chip giant Kioxia (2

Key PointsOrganic sales grew 5.1% in the third quarter of 2026.Productivity gains offset $150 million of cost inflation in 2026.Global e-commerce sales reached 25.9% of total consu

Key PointsIntel is seeing strong server CPU growth, but a slowing PC market will hurt its results.The stock is now trading at a more reasonable valuation following its collapse, bu

Key PointsNvidia, Apple, and Microsoft were around 45% of the fund as of Sept. 30.Chipmakers and chip-equipment companies were more than 40% of the fund's stock holdings.For the la

Key PointsSpaceX's artificial intelligence segment growth in Q3 was simply astounding.CEO Elon Musk expects huge revenue growth over the next year. 10 stocks we like better than Sp

TradingKey - Countdown to U.S. midterms: Japanese and South Korean stock markets open lower on risk aversion, with Samsung losing the 220,000 level and Kioxia plunging 12%, as the market awaits a post

Key PointsNvidia is seeing incredible demand from the AI build-out.Nvidia's largest clients are also members of the Magnificent Seven. 10 stocks we like better than Nvidia ›(functi

Key PointsSK Hynix's third-quarter revenue passed 100 trillion won for the first time, with an operating margin of 80%.Micron estimates its 26 multiyear customer deals cover over 3

Key PointsCompetition and saturation are finally limiting this company’s growth.It’s attempting a turnaround, however, that a handful of institutions and major investors also appea

Key PointsNetflix’s engagement hasn’t met the market’s standards in recent quarters. The company plans to build on what has worked in the past to turn things around.Netflix’s valua

Key PointsThe next six months are usually the best-performing consecutive six months of any 12-month span.There’s an overhang this time around that could seemingly make this one an

Key PointsStellantis stock surged 13% after the company reported third-quarter results.While Stellantis' North American region improved drastically, Europe drove in the opposite di

Key PointsTilray Brands has shifted from a marijuana company to a global brand manager across marijuana, beverages, and wellness.The company's fiscal first quarter 2027 earnings hi

Key PointsMPLX reports its third-quarter results on Nov. 3, and management has said adjusted EBITDA should top the second quarter’s nearly $1.8 billion, with the fourth quarter str

Key PointsStarlink subscribers reached 13.6 million at the end of September, showing explosive growth.Despite subscriber growth, Starlink's ARPU has been (mostly) on the decline.If

Key PointsElon Musk recently confirmed that SpaceX and Tesla had formed special committees to explore a merger between the two businesses. A merger would likely take the form of Te

Key PointsGilead Sciences’ most recent quarterly update was robust.The company’s newest approvals and label expansions should contribute meaningfully to revenue growth.Gilead Scien