AST SpaceMobile: thirteen satellites up, thirty-two to go

The phone-to-satellite network is close enough to touch and expensive enough to doubt. The next two quarters decide which instinct was right.

Delta's holiday quarter has to outfly $4.25 fuel

Demand is fine. The fuel bill isn't. What the December quarter has to prove after a 24% cut to the year.

Netflix booked three NFL games and a heavyweight fight. Now comes the bill.

The Q4 margin guide of 26% isn't a stumble — it's the content calendar. The ad target cut is the part worth arguing about.

Watchlist: The October Close

Ten names and four data points decide how the month finishes. The Fed on Wednesday, three big clouds either side of it, and the oil majors on the last morning.

Caterpillar's biggest segment is now power, not construction

The company that sells yellow diggers makes more selling generators and turbines. Third-quarter results land Thursday.

Seagate is guiding to a 45% operating margin. It used to be a commodity business.

Hard drives were the least glamorous corner of technology. Then AI needed somewhere to put everything.

Coca-Cola has raised guidance twice. Tuesday asks for a third.

The last quarter was carried by volume rather than price, which is a reversal of the pattern that got the company through the inflation years.

UPS reports its first clean quarter since the Amazon glide-down ended

Volume is down, revenue per parcel is up 9.3%, and the dividend costs more than the cash coming in so far this year.

Boeing reports Tuesday, and cash is the number that matters

A record $715 billion backlog and the first positive cash quarter in a year. The question is whether it holds.

Intuitive Surgical (ISRG): Haverhill Research Report

A $450 million settlement hid a strong quarter, and competition is finally arriving. Rated Buy, Haverhill price target $550.

GE Vernova (GEV): Haverhill Research Report

The order book has doubled in a year and the stock is 30% off its high. Rated Buy, Haverhill price target $940. Third-quarter results land Wednesday.

Costco (COST): Haverhill Research Report

Half of Costco's profit is a membership fee, and that engine is still running. The multiple is the argument. Rated Hold, Haverhill price target $1,120.

Palo Alto Networks (PANW): Haverhill Research Report

Palo Alto bought its way into identity security and the bill lands in fiscal 2027. Rated Hold, Haverhill price target $390.

Shopify (SHOP): Haverhill Research Report

Shopify is taking share of everything people buy online, and it is still spending to do it. Rated Hold, Haverhill price target $175.

SanDisk before Thursday: the wildest chart in the market meets its own guidance

Up more than 400% this year, down nearly half from its high, and reporting Thursday after the close. The memory cycle gets a verdict.

CoreWeave: the $104 billion backlog and the bill that comes with it

Last week’s AI selloff was one question asked loudly: who finances the buildout? CoreWeave is where the question lives.

Tesla plus SpaceX: what the numbers say before anyone says merger

Both boards have formed committees to study a combination. The two quarters they would be combining could hardly look more different.

NVIDIA is selling everything it can make. The argument is about who pays.

Revenue doubled to $96.2 billion last quarter while free cash flow fell by more than half. Both facts are true, and both matter.

SpaceX’s biggest share unlock of its public life starts now

With third-quarter results out, the largest early-release tranche yet can come to market. The full unlock follows in December.

Exxon and Chevron report Friday with crude above $100

The quarter they’ll describe is already stale. The capital-discipline question isn’t.

Thursday brings the first read on third-quarter growth

Economists expect about 3% annualized. September PCE lands the same morning, one day after the Fed decides.

Microsoft, Alphabet and Amazon report this week. The question has changed.

After Thursday’s selloff, the market cares less about how much Big Tech spends than how it gets paid for.

The Fed decides Wednesday with oil back above $100

Markets put the odds of a hold around 90%. December is the real argument.

Tesla is spending like a tech company now. Here's where the money is going.

Capital spending more than doubled and R&D rose 69% while car sales stayed flat. The cash pile still grew.

Super Micro says quarterly revenue will be about $19 billion, far above its forecast

The server maker raised its preliminary numbers ahead of full results on November 3.