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Hedging locks in power prices ahead of delivery, so near-complete hedges reduce 2026Earningsswings but cap upside if spot prices rise. Vistra has repurchased about USD 6.5 billion of stock since November 2021, cutting shares outstanding by roughly 30% to about 336 million, with about …
Key HighlightsBooking Holdings (NASDAQ:BKNG) reports after the close on November 3, 2026 with an options-implied move of 7.5%, the narrowest in this group, as the first full read on travelDemandafter the Marriott report.Hertz Global Holdings (NASDAQ:HTZ) reports before the open on November 5, 2026 …
Key HighlightsAppLovin (NASDAQ:APP) reports after the close on November 4, 2026 with an options-implied move of 17.0%, the widest of the four, as an ad-tech high flyer facing anAdvertisingmarket read from several directions.Snap (NYSE:SNAP) reports after the close on November 4, 2026, with no …
Key HighlightsEaton (NYSE:ETN) reports before the open on November 3, 2026 with an options-implied move of 8.0%, the narrowest of the four, as an AI power equipment maker tied to data centre electricity demand.Vistra (NYSE:VST) reports before the open on November 6, 2026 with …
Key HighlightsSunrun (NASDAQ:RUN) reports on November 4, 2026, with no options-implied move listed, as a solar company whose financing costs follow the 10-year Treasury yield, which eased to about 4.93%.SolarEdge (NASDAQ:SEDG) also reports on November 4, 2026, with no implied move listed, as a …
Memory is a core component of every PC, so higher memory prices raise the cost of each machine, push PC makers to raise prices or cut volumes, and reduce orders for processors. Client Computing and Physical AI revenue fell 5% year on year to …
The common thread was doubt over whether heavy AI spending will pay off. Amazon reported negative trailing freeCash Flowof USD 42.4 billion, and Intel guided fourth quarterRevenuebelow expectations. The JPMorgan trading desk said renewed AI monetization concerns were deepening rotation out of mega-cap technology. …
Palantir sells software platforms and deployments to governments and companies, so growth depends on turning pilots into larger multi-year contracts. In the second quarter, US commercial revenue of USD 764 million was about 94% of government revenue of USD 809 million, arithmetic that shows …
Key HighlightsAmazon (NASDAQ:AMZN) reported third quarter sales of USD 201.9 billion, up 12%, on October 29, 2026, slightly below the roughly USD 202.26 billion expected, withEarnings Per Shareof USD 1.89 against USD 1.96 expected.Amazon Web ServicesRevenuerose 39% to USD 46 billion withOperating Incomeof USD …
One reasonable reading, not a company statement, is that Advanced Micro Devices (NASDAQ:AMD) has more PC exposure than Nvidia. Intel projects the PC market to fall 12% in 2026 and 10% in 2027, and memory costInflationweighs on PC builds. Nvidia is far larger, with …
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