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Why Are Investors Rewarding Berkshire Hathaway (NYSE:BRK.B) but Questioning Meta Platforms (NASDAQ:META) and VOO (NYSEARCA:VOO)?

VOO (NYSEARCA:VOO) follows the S&P 500, whose members were reporting third-quarter profit growth close to 30%. By Friday, October 23, 2026, blended growth measured 29.5%, compared with 29.2% one week earlier. Another compilation exceeded 32%, placing the reported range from approximately 29.5% to above …

Vinay Lochav | 26 October 2026

How Wide Is the New-Issue Window for Lycia Therapeutics (NASDAQ:LYCA), IPO (NYSEARCA:IPO) and OPay (NYSE:OPAY)?

OPay (NYSE:OPAY) operates mobile payments and digital banking in Nigeria. On Friday, October 23, 2026, it established terms for a proposed debut on the New York exchange. The offer covers 16 million American depositary shares, certificates through which US investors can own an interest …

Vinay Lochav | 26 October 2026

What Do Tariffs and Slower Demand Mean for LKQ (NASDAQ:LKQ), EWD (NYSEARCA:EWD), Ford Motor (NYSE:F) and Caterpillar (NYSE:CAT)?

Ford Motor (NYSE:F) reports after Wednesday's October 28, 2026 close. One data set places consensus at USD 0.39 per share and others near USD 0.41, compared with USD 0.45 one year earlier. The implied decrease is roughly 13% using published figures. Previews describe easier …

Vinay Lochav | 26 October 2026

How Do Fuel Costs and Election Policy Connect XLY (NYSEARCA:XLY), PBF Energy (NYSE:PBF), RSP (NYSEARCA:RSP) and EWC (NYSEARCA:EWC)?

PBF Energy (NYSE:PBF) converts crude into fuel at plants supplying the US Atlantic seaboard. The Malta-flagged Agioi Fanendes loaded ultra-low-sulfur diesel at Primorsk, Russia's Baltic port, on October 22, 2026. Its cargo was 40,000 tonnes, or approximately 300,000 barrels. Arrival in New York is …

Vinay Lochav | 26 October 2026

Could Johnson & Johnson (NYSE:JNJ) Reach More Patients With Erleada's Early-Disease Result?

Johnson & Johnson (NYSE:JNJ), a pharmaceutical and medical-technology group, announced Erleada findings Saturday, October 24, 2026 at ESMO 2026. Apalutamide, the medicine's generic name, blocks the androgen receptor used by male hormones to stimulate prostate-cancer growth. The study enrolled high-risk localised or locally advanced …

Vinay Lochav | 26 October 2026

Is American Express (NYSE:AXP) Setting Up a Stronger 2026 After Record USD 20.1 Billion Q3 Revenue and Raised EPS Guidance?

The gap between GAAP EPS growth of 31% and adjusted growth of 13% shows that items not comparable with last year contributed materially to the reported figure, and the release's reconciliation should be reviewed for the specific items. On an underlying basis the trajectory …

Vinay Lochav | 26 October 2026

What Does Roche See in Zymeworks' (NASDAQ:ZYME) USD 813 Million ZW209 Deal?

Zymeworks (NASDAQ:ZYME), based in Vancouver and developing multispecific antibodies, disclosed the global Roche collaboration on Friday, October 23, 2026. Signing produces USD 55 million; initiation of Phase 1b produces another USD 40 million. Development, commercial and sales conditions can deliver a further USD 718 …

Vinay Lochav | 26 October 2026

Is SLB (NYSE:SLB) Turning the Corner After USD 9.45 Billion of Q3 Revenue, a 16% Sequential Jump in Adjusted EPS and ChampionX Scale?

Acquisition accounting flatters the year-over-year revenue line. ChampionX contributed USD 956 million of revenue, USD 239 million of adjusted EBITDA and USD 190 million of pretax segment operating income in the third quarter of 2026, against two months of activity and USD 579 million …

Vinay Lochav | 26 October 2026

Is Infosys (NYSE:INFY) Trading Growth for Visibility After a USD 5.2 Billion Large-Deal Quarter and a Cut in FY27 Revenue Guidance to 1% to 2%?

Demand signals are stronger than revenue. Large deal wins of USD 5.2 billion with 62% net new compare with USD 3.6 billion at 61% net new in the first quarter, an increase of about 44% sequentially, simple arithmetic. AI revenue of 10.5% of revenue …

Vinay Lochav | 26 October 2026

Is Rogers Communications (NYSE:RCI) Becoming a Free Cash Flow Story After CAD 1.4 Billion in Q3 and Full Ownership of MLSE?

Wireless service revenue of CAD 2.0 billion declined 1%, yet adjusted EBITDA rose 1% and the margin expanded 130 basis points to 68%. Mobile phone ARPU was CAD 55.22, postpaid churn was 1.03% and total mobile phone net additions were 17,000. Cable service revenue …

Vinay Lochav | 26 October 2026
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