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How Are Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Oracle (NYSE:ORCL) and AMD (NASDAQ:AMD) Tied to OpenAI's USD 852B Value?

Nvidia (NASDAQ:NVDA) was reported in February 2026 to plan a USD 30 billion investment in OpenAI's funding round, replacing an earlier pledge of up to USD 100 billion that was never finalized, and Jensen Huang said Nvidia never promised USD 100 billion in one …

Vinay Lochav | 26 October 2026

What Powered RingCentral (NYSE:RNG) Before Its 14.95% Gain Faded?

Better results, higher guidance and a meaningful AI business sparked the first reaction in RingCentral (NYSE:RNG). Third-quarter 2026 revenue grew 5.9% from a year ago, earnings surpassed consensus and management lifted the full-year outlook.

Vinay Lochav | 26 October 2026

Why Did Kinsale (NYSE:KNSL) Retreat 6.49% After Beating Earnings?

Shrinking premiums and a revenue miss drove the early decline in Kinsale (NYSE:KNSL), despite operating EPS exceeding expectations. The specialty insurer reported third-quarter 2026 results after Thursday’s October 22 close and fell 6.49% before Friday trading began.

Vinay Lochav | 26 October 2026

What Did SS&C Technologies (NASDAQ:SSNC) Investors See Behind the 7.4% Drop?

SS&C Technologies (NASDAQ:SSNC) retreated after a below-consensus sales outlook for the final quarter outweighed record profitability and double-digit earnings growth. Its third-quarter 2026 update came on October 22, a Thursday, at 4:05 p.m. ET; shares then lost 7.35% in the next session.

Vinay Lochav | 26 October 2026

What Sent Flagstar (NYSE:FLG) Down 9.3% as the Turnaround Timeline Moved?

Flagstar Bank (NYSE:FLG) fell as a very small third-quarter profit, much higher credit expense and a delayed long-term objective showed that recovery remains slow. The lender became the publicly traded entity through a holding-company reorganisation completed during October 2025. Its October 23, 2026 report …

Vinay Lochav | 26 October 2026

What Lifted Boston Beer (NYSE:SAM) Even as Shipments Contracted 4.9%?

Boston Beer (NYSE:SAM) advanced as improved profitability and an increased earnings floor outweighed a shipment decline already anticipated by investors. The brewer behind Samuel Adams issued its third-quarter update on October 22, 2026, a Thursday; one measure showed an ensuing gain of about 3.4%.

Vinay Lochav | 26 October 2026

What Must Microsoft (NASDAQ:MSFT) Deliver to Support Its 45% Azure Target?

Microsoft (NASDAQ:MSFT) must produce enough cloud expansion to support its rising infrastructure bill. Fiscal first-quarter 2027 figures come after the October 28, 2026 close; that date is a Wednesday, and the call begins at 5:30 p.m. ET. The outcome remains unknown beforehand.

Vinay Lochav | 26 October 2026

Can Alphabet (NASDAQ:GOOGL) Turn 82% Cloud Growth Into Stronger Cash Flow?

Alphabet (NASDAQ:GOOGL) must demonstrate that rapid cloud demand can begin catching up with its infrastructure outlay. Third-quarter 2026 results arrive after Wednesday's close on October 28, followed by a 4:30 p.m. ET conference call. The outcome cannot be determined in advance.

Vinay Lochav | 26 October 2026

Will Amazon.com (NASDAQ:AMZN) Unlock USD 496 Billion of Contracted AWS Demand?

Amazon.com (NASDAQ:AMZN) needs to demonstrate that newly built cloud infrastructure is entering service fast enough for customer commitments to generate sales and margin. The third-quarter 2026 release comes after the October 29 close, a Thursday, following Microsoft (NASDAQ:MSFT) and Alphabet (NASDAQ:GOOGL) by one day.

Vinay Lochav | 26 October 2026

Can Nvidia (NASDAQ:NVDA) Keep Benefiting as AI Capex Nears USD 800 Billion?

Nvidia (NASDAQ:NVDA) supplies core AI accelerators to cloud operators, and the coming reports will test spending by its largest customers. Microsoft (NASDAQ:MSFT) expects quarterly investment beyond USD 50 billion. For 2026, Alphabet (NASDAQ:GOOGL) sets a USD 195 billion floor and USD 205 billion ceiling, …

Vinay Lochav | 26 October 2026
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