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What Cash Tests Face BE (NYSE:BE), FIX (NYSE:FIX), GEV (NYSE:GEV) and CAT (NYSE:CAT)?

Bloom Energy (NYSE:BE) delivered a third-quarter revenue record of USD 1.24 billion, 138% above the prior year, with product sales exceeding USD 1 billion and EPS returning to profit. It lifted 2026 revenue guidance for a third time, now to USD 4.4 billion-USD 4.6 …

Vinay Lochav | 26 October 2026

Why Did RNG (NYSE:RNG), SAM (NYSE:SAM) and CBOE (CBOE:CBOE) Rise as KNSL (NYSE:KNSL) Fell?

RingCentral (NYSE:RNG) increased third-quarter revenue 5.9% from a year earlier, beat earnings expectations and lifted its 2026 outlook, including free cash flow. More than USD 400 million of annualized recurring revenue came from AI offerings. That measure represents the yearly subscription value currently under …

Vinay Lochav | 26 October 2026

Can Cloud Demand Support Spending at MSFT (NASDAQ:MSFT), GOOGL (NASDAQ:GOOGL) and AMZN (NASDAQ:AMZN)?

After Wednesday trading ends on October 28, Microsoft (NASDAQ:MSFT) releases its fiscal 2027 first-quarter figures; discussion begins at 5:30 p.m. ET. Analysts expect about USD 4.71 per share and USD 90.6 billion-USD 90.7 billion of revenue. That sales estimate lies within management's USD 89.85 …

Vinay Lochav | 26 October 2026

Where Does the AI Spending Risk Land for NVDA (NASDAQ:NVDA), INTC (NASDAQ:INTC) and PLTR (NASDAQ:PLTR)?

Nvidia (NASDAQ:NVDA) finished October 23 with an estimated USD 5.08 trillion valuation, narrowly above Apple (NASDAQ:AAPL) at approximately USD 5.07 trillion. Its biggest customers report this week. Microsoft (NASDAQ:MSFT) expects quarterly capex above USD 50 billion; Alphabet (NASDAQ:GOOGL) plans USD 195 billion-USD 205 billion …

Vinay Lochav | 26 October 2026

Why Did SpaceX Reports Lift CCI (NYSE:CCI) but Pressure T (NYSE:T), TMUS (NASDAQ:TMUS) and VZ (NYSE:VZ)?

Crown Castle (NYSE:CCI) owns approximately 40,000 US towers. On Friday, October 23, its shares finished at USD 85.97, up 9.1%, marking the strongest close since June and a level about 24% above October 8. Reports said SpaceX (NASDAQ:SPCX) was seeking access to no fewer …

Vinay Lochav | 26 October 2026

What Demand Signals Can BA (NYSE:BA), KO (NYSE:KO), V (NYSE:V) and NUE (NYSE:NUE) Send Before the Fed?

Boeing (NYSE:BA) releases third-quarter figures before the market opens Tuesday, October 27, and holds a 10:30 a.m. ET call. Analysts project a loss of approximately USD 0.20-USD 0.26 per share, much smaller than the USD 7.47 deficit a year earlier. Revenue forecasts run from …

Vinay Lochav | 26 October 2026

Can HOOD (NASDAQ:HOOD), SOFI (NASDAQ:SOFI) and COIN (NASDAQ:COIN) Pass Their Retail-Activity Tests?

Tuesday trading is followed by Robinhood Markets (NASDAQ:HOOD) results on October 27; its video discussion starts at 5:00 p.m. ET. Consensus stands at USD 0.55-USD 0.56 per share versus USD 0.61 a year earlier. Analysts put revenue between USD 1.42 billion and USD 1.44 …

Vinay Lochav | 26 October 2026

How Are Payouts and Capacity Shaping SKHY (NASDAQ:SKHY), STX (NASDAQ:STX) and SNDK (NASDAQ:SNDK)?

SK hynix (NASDAQ:SKHY) is reviewing shareholder-return choices after selling Kioxia shares, according to October 26 press reports. A special dividend could reach 16 trillion won, equivalent to roughly USD 12 billion-USD 12.1 billion, but the company said no amount was settled. Its plan is …

Vinay Lochav | 26 October 2026

Could IWM (NYSEARCA:IWM) Keep Rising if ServiceNow (NYSE:NOW) or CrowdStrike (NASDAQ:CRWD) Disappoints?

A Wednesday, October 28, 2026 report will test ServiceNow against roughly USD 4.09 billion of revenue consensus and management's 19.5% cRPO growth guide.

Vinay Lochav | 26 October 2026

Could Corcept (NASDAQ:CORT) and Moderna (NASDAQ:MRNA) Foreshadow Eli Lilly's (NYSE:LLY) Earnings Risk?

Eli Lilly's Thursday, October 29, 2026 report faces USD 88.68 billion of full-year revenue consensus, above a company range that starts at USD 85 billion and ends at USD 87 billion, after the stock lost roughly 3.3% Friday.

Vinay Lochav | 26 October 2026
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