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How Will Meta Platforms (NASDAQ:META) Pay Its AI Bill After a 26% Revenue Jump, New Class C Shares, USD 145 Billion of Capex and Muse?

Meta Platforms (NASDAQ:META) reported after the close on Wednesday, October 21, 2026. Revenue rose 26% to USD 64.60 billion from USD 51.24 billion, and both the quarter and fourth-quarter guidance of USD 73 to USD 76 billion came in above consensus estimates. Operating income …

Vinay Lochav | 22 October 2026

How Do Supply Limits and China Split Texas Instruments (NASDAQ:TXN), Lam Research (NASDAQ:LRCX) and Western Digital (NASDAQ:WDC)?

Texas Instruments (NASDAQ:TXN), the largest US maker of analog and embedded processing chips, reported third-quarter results after the close on Wednesday, October 21, 2026. Revenue rose 27.8% to USD 6.06 billion, which implies a year-ago base of about USD 4.74 billion on simple arithmetic, …

Vinay Lochav | 22 October 2026

Why Did Beats at IBM (NYSE:IBM), SAP (NYSE:SAP) and Nokia (NYSE:NOK) Meet Caution as Zoom (NASDAQ:ZM) Drew an Upgrade?

IBM (NYSE:IBM), the enterprise software, consulting and mainframe group, reported third-quarter results after the close on Wednesday, October 21, 2026. Revenue rose 5% to USD 17.1 billion, or 6% at constant currency, and operating earnings per share rose 11% to USD 2.95. Software grew …

Vinay Lochav | 22 October 2026

How Do the PHP Flaws Test Cloudflare (NYSE:NET), CrowdStrike (NASDAQ:CRWD), Zscaler (NASDAQ:ZS) and Fortinet (NASDAQ:FTNT)?

Cloudflare (NYSE:NET), which runs a global network between websites and their visitors, gained about 5% to 7% on Wednesday, October 21, 2026. The trigger was a pair of critical PHP flaws that allow unauthenticated remote code execution, meaning an attacker can run commands on …

Vinay Lochav | 22 October 2026

How Are Nvidia (NASDAQ:NVDA), Walmart (NASDAQ:WMT) and Microsoft (NASDAQ:MSFT) Placed as AI Platform Battles Sharpen?

Nvidia (NASDAQ:NVDA) has long relied on CUDA, its programming platform, as the default route from AI software to its chips. In October 2026 two of its largest customers moved to loosen that link. Amazon.com (NASDAQ:AMZN) open-sourced TorchNeuron, a native PyTorch backend for its Trainium …

Vinay Lochav | 22 October 2026

How Are Starlink and New Rivals Repricing Subscriber Cash Flows at AT&T (NYSE:T), Verizon (NYSE:VZ) and Comcast (NASDAQ:CMCSA)?

AT&T (NYSE:T) reported third-quarter results before the open on Wednesday, October 21, 2026. Revenue rose 5.3% to USD 32.3 billion and adjusted EPS rose 20.4% to USD 0.65, both ahead of consensus estimates, and the company described the period as its best consolidated service …

Vinay Lochav | 22 October 2026

Why Did Netflix (NASDAQ:NFLX) Slide as Spotify (NYSE:SPOT) Rose and Comcast (NASDAQ:CMCSA) Neared USD 1.8 Billion With The Odyssey?

Netflix (NASDAQ:NFLX) reported third-quarter results after the close on Tuesday, October 20, 2026, and the reaction played out the next day. On Wednesday, October 21, 2026, the shares fell between about 5% and 5.3%, reaching their lowest level in roughly 26 months. Two parts …

Vinay Lochav | 22 October 2026

Why Did Growth Split Abbott (NYSE:ABT), Dexcom (NASDAQ:DXCM), Danaher (NYSE:DHR) and Thermo Fisher (NYSE:TMO) on One Results Day?

Abbott Laboratories (NYSE:ABT), a diversified healthcare group spanning medical devices, diagnostics, nutrition and branded generic drugs, reported third-quarter results on Wednesday, October 21, 2026. Sales were USD 13.01 billion, up 14.5% reported and 7.0% on a comparable basis, and adjusted EPS rose 9.2% to …

Vinay Lochav | 22 October 2026

Why Did Cost Ratios and Revenue Guides Split Elevance (NYSE:ELV), Molina Healthcare (NYSE:MOH) and Medpace (NASDAQ:MEDP)?

Elevance Health (NYSE:ELV), one of the largest US health insurers and the operator of Anthem plans, reported third-quarter results on Wednesday, October 21, 2026. Adjusted EPS rose 15.9% to USD 6.99, well above consensus estimates, and GAAP EPS rose 17.9% to USD 6.27. Total …

Vinay Lochav | 22 October 2026

Why Did Capital Still Flow to Qiagen (NYSE:QGEN), Roivant (NASDAQ:ROIV) and Thermo Fisher (NYSE:TMO) With 10-Year Yields Near 5.1%?

Qiagen (NYSE:QGEN), a Netherlands-based supplier of molecular testing products used to prepare samples and detect diseases such as tuberculosis, agreed on Wednesday, October 21, 2026 to a recommended voluntary all-cash public takeover offer from private equity firm EQT. The bidding vehicle, backed by the …

Vinay Lochav | 22 October 2026
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