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    Breaking news and analysis from the financial markets

    Oct 23, 2026 · Fri

    Google Is Turning Down Cloud Revenue on Purpose. Alphabet Stock Is 17% Below Its High.

    Google Cloud revenue surges as Alphabet trades off short-term compute for frontier AI, raising big questions for investors ahead of Q3 earnings.

    Oct 22, 2026 · Thu

    Western Digital Is Sold Out of Hard Drives. The Stock Has Lost More Than Half Its Value Since June.

    Western Digital (WDC) reports Q1 earnings after a 60% selloff. Explore key factors from Toshiba's supply surge to AI-driven hard drive shortfalls.

    Oct 21, 2026 · Wed

    Meta Made $784 Million in Free Cash Last Quarter. It's Spending Up to $145 Billion This Year.

    Meta (META) reports Q3 earnings as Wall Street weighs strong ad revenue against massive $140B+ AI capital spending. Read analyst expectations and key risks.

    Oct 20, 2026 · Tue

    Lam Research Raised Its Forecast Three Times in a Row. The Stock Hasn't Kept Up.

    Lam Research (LRCX) reports Q3 earnings amid AI demand, rising WFE forecasts, and China memory risks. Read Wall Street expectations, price drivers, and risks.

    Oct 19, 2026 · Mon

    Netflix Just Replaced Its Content Chief. On Tuesday, It Has to Prove It Can Still Grow.

    Netflix replaced its content chief ahead of Q3 earnings as investors seek proof of ad growth, subscriber momentum, and sustainable revenue expansion.

    Oct 18, 2026 · Sun

    Tesla's New Roadster Flew Over a Cybertruck. The Stock Fell 2%.

    Tesla unveiled its flying Roadster prototype, but stock gains quickly faded as Wall Street focuses on commercial reality and upcoming Q3 earnings.

    Oct 17, 2026 · Sat

    CoreWeave's Bonds Just Hit Distressed Levels. Two Big Banks Say Buy the Stock.

    CoreWeave stock dropped as its bonds hit distressed levels near 15% yields, but JPMorgan and Jefferies say the AI trade selloff is overdone.

    Oct 16, 2026 · Fri

    TSMC Just Posted Its Sixth Straight Record Profit. The Stock Fell Anyway.

    TSMC posts record Q3 profits and strong Q4 guidance, yet tech shares slip amid broader market rotations, inflation spikes, and rising yield pressures.

    Oct 15, 2026 · Thu

    ASML Says It Can't Build Machines Fast Enough. The Stock Fell 4%.

    ASML posts record €11.7B sales with demand through 2030, but shares drop 3.9% alongside tech selloffs following a hotter-than-expected September CPI report.

    Oct 14, 2026 · Wed

    Goldman Sachs Beat Estimates by 30%. The Stock Fell.

    Goldman Sachs beat Q3 earnings by 30%, yet the stock fell. Explore why GS, JPM, Citi, and memory chip stocks dropped despite strong financial results.

    Showing 21 - 30 of 682 posts

    Dylan Jovine

    Dylan Jovine

    CEO & Chief Analyst

    With 30+ years of experience in independent research, Dylan shares daily insights on where Wall Street isn't looking.

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