*APPLE 3Q EPS $1.57, EST. $1.43
*APPLE 3Q REV. $94.04B, EST. $89.3B
*APPLE 3Q IPHONE REVENUE $44.58B, EST. $40.06B
*APPLE 3Q GREATER CHINA REV. $15.37B, EST. $15.19B
*APPLE 3Q EPS $1.57, EST. $1.43
*APPLE 3Q REV. $94.04B, EST. $89.3B
*APPLE 3Q IPHONE REVENUE $44.58B, EST. $40.06B
*APPLE 3Q GREATER CHINA REV. $15.37B, EST. $15.19B
*TESLA 3Q DELIVERIES 497,099, EST. 439,612
*TESLA 3Q PRODUCTION 447,450 VEHICLES, EST. 450,313
*TESLA 3Q MODEL 3/Y DELIVERIES 481,166, EST. 424,828
*TESLA 3Q OTHER MODELS DELIVERIES 15,933, EST. 17,184
*TESLA 3Q DELIVERIES 497,099, EST. 439,612
*TESLA 3Q PRODUCTION 447,450 VEHICLES, EST. 450,313
*TESLA 3Q MODEL 3/Y DELIVERIES 481,166, EST. 424,828
*TESLA 3Q OTHER MODELS DELIVERIES 15,933, EST. 17,184
*COSTCO 3Q EPS $4.28, EST. $4.24
*COSTCO 3Q TOTAL CO. COMP SALES EX-GAS, FX +8%, EST. +6.99%
*COSTCO 3Q TOTAL REV. $63.21B, EST. $63.31B
*COSTCO 3Q EPS $4.28, EST. $4.24
*COSTCO 3Q TOTAL CO. COMP SALES EX-GAS, FX +8%, EST. +6.99%
*COSTCO 3Q TOTAL REV. $63.21B, EST. $63.31B
*APPLE 3Q REV. $109.42B, EST. $108.85B
*APPLE 3Q IPHONE REVENUE $54.25B, EST. $53.6B
*APPLE 3Q GREATER CHINA REV. $18.82B, EST. $19.58B
*APPLE 3Q SERVICES REV $30.74B, EST. $31.36B
*APPLE 3Q EPS $2.02, EST. $1.89
*APPLE 3Q REV. $109.42B, EST. $108.85B
*APPLE 3Q IPHONE REVENUE $54.25B, EST. $53.6B
*APPLE 3Q GREATER CHINA REV. $18.82B, EST. $19.58B
*APPLE 3Q SERVICES REV $30.74B, EST. $31.36B
*APPLE 3Q EPS $2.02, EST. $1.89
GM 3Q US DELIVERIES 670,974 UNITS, -5.5% Y/Y
GM 3Q US DELIVERIES 670,974 UNITS, -5.5% Y/Y
*STARBUCKS 3Q COMP SALES -2%, EST. -1.5%
*STARBUCKS 3Q COMP SALES -2%, EST. -1.5%
*QCELLS STARTS SOLAR CELL PRODUCTION AT GEORGIA FACILITY
*QCELLS: GEORGIA PLANT TO MAKE 3.5 GW OF MODULES PER YEAR BY 3Q
*QCELLS SEES GEORGIA FACILITY REACHING FULL PRODUCTION BY 3Q
*QCELLS STARTS SOLAR CELL PRODUCTION AT GEORGIA FACILITY
*QCELLS: GEORGIA PLANT TO MAKE 3.5 GW OF MODULES PER YEAR BY 3Q
*QCELLS SEES GEORGIA FACILITY REACHING FULL PRODUCTION BY 3Q
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST. $49.34B
*NVIDIA SEES 4Q REVENUE $65.0 BILLION PLUS OR MINUS 2%
*IBM 3Q REVENUE $16.33B, EST. $16.1B
*IBM 3Q CONSULTING REVENUE $5.32B, EST. $5.2B
*IBM 3Q FREE CASH FLOW $2.37B, EST. $2.21B
*IBM 3Q OPER EPS $2.65, EST. $2.41
*IBM SAYS AI BOOK OF BUSINESS STANDS AT OVER $9.5B
*IBM 3Q REVENUE $16.33B, EST. $16.1B
*IBM 3Q CONSULTING REVENUE $5.32B, EST. $5.2B
*IBM 3Q FREE CASH FLOW $2.37B, EST. $2.21B
*IBM 3Q OPER EPS $2.65, EST. $2.41
*IBM SAYS AI BOOK OF BUSINESS STANDS AT OVER $9.5B
*STARBUCKS 3Q COMP SALES +7.9%, EST. +5.73%
*STARBUCKS 3Q US COMP SALES +7.9%, EST. +5.72%
*STARBUCKS SEES YEAR GLOBAL COMP SALES GROWTH NEARING 6.0%
*STARBUCKS 3Q ADJ EPS 85C, EST. 65C
*STARBUCKS 3Q COMP SALES +7.9%, EST. +5.73%
*STARBUCKS 3Q US COMP SALES +7.9%, EST. +5.72%
*STARBUCKS SEES YEAR GLOBAL COMP SALES GROWTH NEARING 6.0%
*STARBUCKS 3Q ADJ EPS 85C, EST. 65C
The bottom 50% own $3.89 trillion.
(via Liz Ann Sonders)
The bottom 50% own $3.89 trillion.
(via Liz Ann Sonders)
*MERCEDES GROUP 3Q 2025 UNIT SALES 525,300, DOWN 12% Y/Y
*MERCEDES CARS 3Q 2025 US UNIT SALES 70,800, DOWN 17% Y/Y
*MERCEDES CARS 3Q 2025 CHINA UNIT SALES 125,100, DOWN 27% Y/Y
*MERCEDES GROUP 3Q 2025 UNIT SALES 525,300, DOWN 12% Y/Y
*MERCEDES CARS 3Q 2025 US UNIT SALES 70,800, DOWN 17% Y/Y
*MERCEDES CARS 3Q 2025 CHINA UNIT SALES 125,100, DOWN 27% Y/Y
*ORACLE 3Q CLOUD INFRASTRUCTURE REV. (IAAS) $4.9B, EST. $4.74B
*ORACLE 3Q ADJ. REV. $17.19B, EST. $16.89B
*ORACLE 3Q ADJ. OPER INCOME $7.38B, EST. $7.21B
*ORACLE 3Q ADJ. OPER MARGIN 43%, EST. 42.7%
*ORACLE RAISES TOTAL REV GUIDANCE TO $90 BILLION
*ORACLE 3Q CLOUD INFRASTRUCTURE REV. (IAAS) $4.9B, EST. $4.74B
*ORACLE 3Q ADJ. REV. $17.19B, EST. $16.89B
*ORACLE 3Q ADJ. OPER INCOME $7.38B, EST. $7.21B
*ORACLE 3Q ADJ. OPER MARGIN 43%, EST. 42.7%
*ORACLE RAISES TOTAL REV GUIDANCE TO $90 BILLION
*ALPHABET 3Q EPS $2.87, EST. $2.26
*ALPHABET 3Q REV. EX-TAC $87.47B, EST. $85.11B
*ALPHABET 3Q YOUTUBE ADS REV. $10.26B, EST. $10.03B
*ALPHABET 3Q CAPEX $23.95B, EST. $22.38B
*ALPHABET 3Q GOOGLE CLOUD REV. $15.16B, EST. $14.75B
*ALPHABET 3Q EPS $2.87, EST. $2.26
*ALPHABET 3Q REV. EX-TAC $87.47B, EST. $85.11B
*ALPHABET 3Q YOUTUBE ADS REV. $10.26B, EST. $10.03B
*ALPHABET 3Q CAPEX $23.95B, EST. $22.38B
*ALPHABET 3Q GOOGLE CLOUD REV. $15.16B, EST. $14.75B
*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%
*MICRON 3Q AUTOMOTIVE AND EMBEDDED REV $4.63B, EST. $3.51B
*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B
*MICRON 3Q ADJ GROSS MARGIN 84.9%, EST. 81.9%
*MICRON 3Q AUTOMOTIVE AND EMBEDDED REV $4.63B, EST. $3.51B
*MICRON SEES 4Q ADJ. REV. $49B TO $51B, EST. $43.24B
“.. We now see ‘regime hard lining’ as likely as a quick end .. where military operations spill over into 2Q, 3Q or even 4Q26 ..” 👀
“.. We now see ‘regime hard lining’ as likely as a quick end .. where military operations spill over into 2Q, 3Q or even 4Q26 ..” 👀
*TESLA 3Q REV. $28.10B, EST. $26.36B
*TESLA 3Q FREE CASH FLOW $3.99B, EST. $1.25B
*TESLA 3Q GROSS MARGIN 18%, EST. 17.2%
*TESLA 3Q REV. $28.10B, EST. $26.36B
*TESLA 3Q FREE CASH FLOW $3.99B, EST. $1.25B
*TESLA 3Q GROSS MARGIN 18%, EST. 17.2%
*SANDISK 3Q ADJ EPS $23.41, EST. $14.51
*SANDISK 3Q REV. $5.95B, EST. $4.72B
*SANDISK SEES 4Q REV. $7.75B TO $8.25B, EST. $6.65B
*SANDISK SEES 4Q ADJ EPS $30 TO $33, EST. $24.06
#$SNDK down 8% on this despite the massive beat
*SANDISK 3Q ADJ EPS $23.41, EST. $14.51
*SANDISK 3Q REV. $5.95B, EST. $4.72B
*SANDISK SEES 4Q REV. $7.75B TO $8.25B, EST. $6.65B
*SANDISK SEES 4Q ADJ EPS $30 TO $33, EST. $24.06
#$SNDK down 8% on this despite the massive beat
Case Keenum is 22-for-29 for 242 yards and 2 TDs
Case Keenum is 22-for-29 for 242 yards and 2 TDs
*TOLL BROTHERS 3Q TOTAL HOME SALES 2,959, EST. 2,927
*TOLL BROTHERS 3Q BACKLOG 5,492, EST. 5,720
*TOLL BROTHERS 3Q REV. $2.88B, EST. $2.86B
*TOLL BROTHERS 3Q EPS $3.73 VS. $3.60 Y/Y
*TOLL BROTHERS 3Q ADJ. HOME SALES GROSS MARGIN 27.5%, EST. 27.3%
*TOLL BROTHERS 3Q TOTAL HOME SALES 2,959, EST. 2,927
*TOLL BROTHERS 3Q BACKLOG 5,492, EST. 5,720
*TOLL BROTHERS 3Q REV. $2.88B, EST. $2.86B
*TOLL BROTHERS 3Q EPS $3.73 VS. $3.60 Y/Y
*TOLL BROTHERS 3Q ADJ. HOME SALES GROSS MARGIN 27.5%, EST. 27.3%
*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B
*NVIDIA 3Q REV. $35.1B, EST. $33.25B
*NVIDIA 3Q ADJ EPS 81C, EST. 74C
*NVIDIA SEES 4Q REV. $37.5B PLUS OR MINUS 2%, EST. $37.1B
*NVIDIA SAYS HOPPER DEMAND, BLACKWELL ANTICIPATION 'INCREDIBLE'
*NVIDIA 3Q DATA CENTER REVENUE $30.8B, EST. $29.14B
*NVIDIA 3Q REV. $35.1B, EST. $33.25B
*NVIDIA 3Q ADJ EPS 81C, EST. 74C
*NVIDIA SEES 4Q REV. $37.5B PLUS OR MINUS 2%, EST. $37.1B
*NVIDIA SAYS HOPPER DEMAND, BLACKWELL ANTICIPATION 'INCREDIBLE'