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Monday, October 26 brings four reports. Verizon (NYSE:VZ) reports in advance of the open after raising 2026 adjusted earnings per share guidance to $4.99 to $5.04, Cadence Design Systems (NASDAQ:CDNS) hosts its webcast with revenue for the third quarter guided to $1.595 billion to …
On Thursday, October 22, Ranked by the percentage gap between disclosed and anticipated EPS, among companies worth over $5 billion that disclosed, Bloom Energy leads. Estimates vary by provider, so percentages can differ marginally elsewhere.
The yield curve plots Treasury yields from one month to 30 years. Normally it slopes upward, because lenders want more for tying up money longer. An inverted curve, with short rates above long rates, has historically often preceded recessions.
Five post-earnings stocks drew split analyst views, with Western Digital (NASDAQ:WDC) price targets spanning $255 (calculated). In premarket on Friday, October 23, the top gainer climbed roughly 15% and the weakest reporter declined approximately 8% to 9%. Three Big Tech figures frame the capex …
The evidence this week suggests a trade being tested instead of broken. The Nasdaq 100 climbed 1.1% on Thursday, October 22, with technology shares leading and AI-linked stocks recovering in late trading after solid earnings, even though tech and chip shares had sold off …
What Is the AI Bubble Debate, and What Do Capex Totals and Big Tech Cash Flow Show Ahead of Earnings?
The $725 billion figure dates from late April, when an industry tally of 2026 plans at Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META) and Amazon (NASDAQ:AMZN) showed spending 77% above the record $410 billion of 2025. Since then the guidance has moved in different …
The answer so far is in part yes and in part no. Today's spenders are profitable companies buying with their own cash flow, and the products they are building are already generating revenue, which was not true of many dot-com era names. But the …
Four spenders set the totals. Microsoft (NASDAQ:MSFT) guides roughly $175 billion after an accounting restatement from $190 billion, Alphabet (NASDAQ:GOOGL) $195 billion to $205 billion, Meta (NASDAQ:META) $135 billion to $145 billion and Amazon (NASDAQ:AMZN) roughly $220 billion. Nvidia (NASDAQ:NVDA) climbed 2.54% to $221.97 …
Every dollar of AI capex that goes into chips needs somewhere to run and something to power it. Meta Platforms (NASDAQ:META) spent $34.91 billion on investment in fixed assets during the third quarter, up 80%, and Microsoft (NASDAQ:MSFT) disclosed $41 billion for its June …
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