INSTACART EXPLORES SALE, HOLDS TALKS WITH UBER AND DOORDASH
$CART, valued at around $12 billion, is working with an investment bank and has held preliminary discussions with $UBER and $DASH, according to The Information.
Interestingly, Instacart previously held talks with potential deal valued at $40B to $50B, but negotiations fell apart.
Instacart reported $1.04B in Q2 revenue, up 14%, and generated $480M in free cash flow.
No deal is guaranteed, and any acquisition by a major delivery rival could face antitrust scrutiny.
$CART, valued at around $12 billion, is working with an investment bank and has held preliminary discussions with $UBER and $DASH, according to The Information.
Interestingly, Instacart previously held talks with potential deal valued at $40B to $50B, but negotiations fell apart.
Instacart reported $1.04B in Q2 revenue, up 14%, and generated $480M in free cash flow.
No deal is guaranteed, and any acquisition by a major delivery rival could face antitrust scrutiny.
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INYO LAUNCHES AN AI MATCHMAKER INSIDE IMESSAGE, WITH NO SWIPING
- Chat about yourself & what you’re looking for
- The AI learns your preferences
- Helps you build your dating profile
- Introduces you to a potential match every few days
Then you decide whether you’d like to meet. It can help plan the first date, too.
Now live in New York, San Francisco, Los Angeles and Toronto. x.com/_andycho/statu…
- Chat about yourself & what you’re looking for
- The AI learns your preferences
- Helps you build your dating profile
- Introduces you to a potential match every few days
Then you decide whether you’d like to meet. It can help plan the first date, too.
Now live in New York, San Francisco, Los Angeles and Toronto. x.com/_andycho/statu…
AI made everything faster. Love is the one thing it shouldn't rush.
Introducing Inyo: your personal matchmaker that lives in iMessage.
No feed to scroll. Nothing to swipe. You just text.
Inyo gets to know you the way a close friend does, including the patterns you can't see ew days, it introduces you to someone who fits.
Two separate lives. One introduction.
We're live in NYC, SF, LA, and Toronto. Comment "Inyo" and I'll send you an invite.
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MUBIT LAUNCHES A WAY TO TRAIN AI ON YOUR AGENTS’ WORK
Companies can connect the OpenAI or Anthropic calls their agents already make, or import activity logs from tools such as Braintrust and Langfuse.
It identifies repeated tasks, trains smaller models specifically for them and refreshes those models every few minutes.
The company using Mubit owns the resulting models. Frontier models continue handling the remaining work, so businesses can build AI tailored to their workflows while keeping their existing setup. x.com/notanilp/statu…
Companies can connect the OpenAI or Anthropic calls their agents already make, or import activity logs from tools such as Braintrust and Langfuse.
It identifies repeated tasks, trains smaller models specifically for them and refreshes those models every few minutes.
The company using Mubit owns the resulting models. Frontier models continue handling the remaining work, so businesses can build AI tailored to their workflows while keeping their existing setup. x.com/notanilp/statu…
We started Mubit in Aberdeen. No network, no lab, nobody knew us. We just wanted AI systems that actually work.
Today we work with some of the best companies and engineers in the world.
And the thing we kept seeing: you and your competitor run the same AI. It should be yours. the next 48 hours for $100 free credits. Enterprises get the first month free.
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Jensen Huang at GTC Berlin on why power constraints at one AI data center don't necessarily delay $NVDA's GPU shipments:
“Meanwhile, we'll ship the computers to somebody who can use it.”
“We're [Nvidia] the only computing platform that is standard for every AI model.”
“Meanwhile, we'll ship the computers to somebody who can use it.”
“We're [Nvidia] the only computing platform that is standard for every AI model.”
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U.S. 🇺🇸 UMICH SENTIMENT:
Sentiment 48.0, (Est. 46.3)
Current Conditions 46.7, (Est. 44.9)
Expectations 48.8, (Est. 47.1)
Inflation Expectations:
1-Year 4.7%, (Est. 4.7%)
5-10 Year 3.5%, (Est. 3.5%)
Sentiment 48.0, (Est. 46.3)
Current Conditions 46.7, (Est. 44.9)
Expectations 48.8, (Est. 47.1)
Inflation Expectations:
1-Year 4.7%, (Est. 4.7%)
5-10 Year 3.5%, (Est. 3.5%)
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INFOSYS $INFY Q2’27 EARNINGS HIGHLIGHTS
🔹 Revenue: $5.15B (Est. $5.19B) 🔴; +1.3% YoY
🔹 Diluted EPS: $0.20 (Est. $0.21) 🔴
🔹 Operating Margin: 21.0%
🔹 CC Revenue Growth: +1.5% YoY; +1.2% QoQ
FY27 Guide:
🔹 Revenue Growth: 1%-2%; constant currency
🔹 Operating Margin: cs:
🔹 Large Deal TCV: $5.2B; 62% net new
🔹 FCF: $928M; 113.3% of net profit
🔹 AI Share of Revenue: 10.5%
🔹 EPS Growth (Rupee Terms): +8.7% YoY
Key Updates:
🔹 Interim Dividend: ₹26 per share
Comments:
🔸 “Our AI revenue was at 10.5% and grew 29% quarter-on-quarter.”
🔹 Revenue: $5.15B (Est. $5.19B) 🔴; +1.3% YoY
🔹 Diluted EPS: $0.20 (Est. $0.21) 🔴
🔹 Operating Margin: 21.0%
🔹 CC Revenue Growth: +1.5% YoY; +1.2% QoQ
FY27 Guide:
🔹 Revenue Growth: 1%-2%; constant currency
🔹 Operating Margin: cs:
🔹 Large Deal TCV: $5.2B; 62% net new
🔹 FCF: $928M; 113.3% of net profit
🔹 AI Share of Revenue: 10.5%
🔹 EPS Growth (Rupee Terms): +8.7% YoY
Key Updates:
🔹 Interim Dividend: ₹26 per share
Comments:
🔸 “Our AI revenue was at 10.5% and grew 29% quarter-on-quarter.”
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AMERICAN EXPRESS $AXP Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $20.1B (Est. $20.12B) 🟡; +9% YoY
🔹 GAAP EPS: $5.42; +31% YoY
🔹 Adj. EPS: $4.68 (Est. $4.48) 🟢; +13% YoY
🔹 Pretax Income: $4.53B; +18% YoY
🔹 Net Income: $3.7B; +28% YoY
FY26 Guide:
🔹 Adj. EPS: $17.60-$17.90 (Est. -$18.60
🔹 Revenue Growth: 10%
Other Q3 Metrics:
🔹 Billed Business: $454.0B; +8% YoY
🔹 Credit Loss Provisions: $1.0B; vs $1.3B LY
🔹 Net Write-off Rate: 1.8%; vs 1.9% LY
🔹 Expenses: $14.5B; +9% YoY
🔹 Effective Tax Rate: 18.1%; vs 24.1% LY
Key Updates:
🔹 GBTG Gain on Sale (pretax): $982M; $751M after tax
🔹 Adjusted EPS excludes the GBTG gain, net of the portion used to fund restructuring
Comments:
🔸 “We had another strong quarter, delivering 9 percent revenue growth and EPS of $5.42, or $4.68 adjusted, up 13 percent year-over-year.”
🔹 Revenue: $20.1B (Est. $20.12B) 🟡; +9% YoY
🔹 GAAP EPS: $5.42; +31% YoY
🔹 Adj. EPS: $4.68 (Est. $4.48) 🟢; +13% YoY
🔹 Pretax Income: $4.53B; +18% YoY
🔹 Net Income: $3.7B; +28% YoY
FY26 Guide:
🔹 Adj. EPS: $17.60-$17.90 (Est. -$18.60
🔹 Revenue Growth: 10%
Other Q3 Metrics:
🔹 Billed Business: $454.0B; +8% YoY
🔹 Credit Loss Provisions: $1.0B; vs $1.3B LY
🔹 Net Write-off Rate: 1.8%; vs 1.9% LY
🔹 Expenses: $14.5B; +9% YoY
🔹 Effective Tax Rate: 18.1%; vs 24.1% LY
Key Updates:
🔹 GBTG Gain on Sale (pretax): $982M; $751M after tax
🔹 Adjusted EPS excludes the GBTG gain, net of the portion used to fund restructuring
Comments:
🔸 “We had another strong quarter, delivering 9 percent revenue growth and EPS of $5.42, or $4.68 adjusted, up 13 percent year-over-year.”
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ROGERS COMMUNICATIONS $RCI Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: C$5.44B (Est. C$5.38B) 🟢; +2% YoY
🔹 Adj. EPS: C$1.29 (Est. C$1.22) 🟢; -6% YoY
🔹 Adj. EBITDA: C$2.54B (Est. C$2.53B) 🟢; +1% YoY
🔹 Free Cash Flow: C$1.37B; +65% YoY
🔹 CapEx: C$524M; -46% YoY
Affirms FY26 e Growth: 2026 outlook
🔹 Adj. EBITDA Growth: 2026 outlook
🔹 CapEx: 2026 outlook
🔹 FCF: 2026 outlook
Segment Revenue:
🔹 Wireless: C$2.69B; +1% YoY
🔹 Cable: C$1.99B; flat YoY
🔹 Media: C$821M; +9% YoY
Segment Adj. EBITDA:
🔹 Wireless: C$1.38B; +1% YoY
🔹 Cable: C$1.16B; +1% YoY
🔹 Media: C$84M; +12% YoY
Announcements:
🔹 MLSE: Minority interest acquisition completed on October 1
🔹 Rogers Sports: Pursuing sale of a minority interest by the first half of 2027
Other Q3 Metrics:
🔹 Service Revenue: C$4.78B; +1% YoY
🔹 Adj. EBITDA Margin: 46.6%
🔹 GAAP EPS: C$0.88
🔹 Capital Intensity: 9.6%
🔹 Postpaid Phone Net Adds: 6
🔹 Postpaid Phone Churn: 1.03%
🔹 Mobile Phone ARPU: C$55.22
🔹 Retail Internet Net Adds: 10
Key Updates:
🔹 Net income attributable to RCI shareholders: C$482M
🔹 Restructuring, acquisition and other: C$104M
🔹 Change in fair value of subsidiary equity derivative instruments: C$38M
🔹 Depreciation and amortization on fair value increment of Shaw Transaction-related assets: C$173M
🔹 Gain on disposition of assets: -C$67M
🔹 Revaluation of subsidiary US dollar-denominated balances: C$19M
🔹 Income tax impact of above items: -C$45M
🔹 Adjusted net income attributable to RCI shareholders: C$704M
🔹 Completed MLSE minority interest acquisition for C$4.35B in cash
🔹 Returned C$270M in dividends; declared a C$0.50/share dividend
Comments:
🔸 “Our third quarter results demonstrate strong financial discipline, with margin expansion in Cable and Wireless, record free cash flow, and further deleveraging despite lower market activity”
🔹 Revenue: C$5.44B (Est. C$5.38B) 🟢; +2% YoY
🔹 Adj. EPS: C$1.29 (Est. C$1.22) 🟢; -6% YoY
🔹 Adj. EBITDA: C$2.54B (Est. C$2.53B) 🟢; +1% YoY
🔹 Free Cash Flow: C$1.37B; +65% YoY
🔹 CapEx: C$524M; -46% YoY
Affirms FY26 e Growth: 2026 outlook
🔹 Adj. EBITDA Growth: 2026 outlook
🔹 CapEx: 2026 outlook
🔹 FCF: 2026 outlook
Segment Revenue:
🔹 Wireless: C$2.69B; +1% YoY
🔹 Cable: C$1.99B; flat YoY
🔹 Media: C$821M; +9% YoY
Segment Adj. EBITDA:
🔹 Wireless: C$1.38B; +1% YoY
🔹 Cable: C$1.16B; +1% YoY
🔹 Media: C$84M; +12% YoY
Announcements:
🔹 MLSE: Minority interest acquisition completed on October 1
🔹 Rogers Sports: Pursuing sale of a minority interest by the first half of 2027
Other Q3 Metrics:
🔹 Service Revenue: C$4.78B; +1% YoY
🔹 Adj. EBITDA Margin: 46.6%
🔹 GAAP EPS: C$0.88
🔹 Capital Intensity: 9.6%
🔹 Postpaid Phone Net Adds: 6
🔹 Postpaid Phone Churn: 1.03%
🔹 Mobile Phone ARPU: C$55.22
🔹 Retail Internet Net Adds: 10
Key Updates:
🔹 Net income attributable to RCI shareholders: C$482M
🔹 Restructuring, acquisition and other: C$104M
🔹 Change in fair value of subsidiary equity derivative instruments: C$38M
🔹 Depreciation and amortization on fair value increment of Shaw Transaction-related assets: C$173M
🔹 Gain on disposition of assets: -C$67M
🔹 Revaluation of subsidiary US dollar-denominated balances: C$19M
🔹 Income tax impact of above items: -C$45M
🔹 Adjusted net income attributable to RCI shareholders: C$704M
🔹 Completed MLSE minority interest acquisition for C$4.35B in cash
🔹 Returned C$270M in dividends; declared a C$0.50/share dividend
Comments:
🔸 “Our third quarter results demonstrate strong financial discipline, with margin expansion in Cable and Wireless, record free cash flow, and further deleveraging despite lower market activity”
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$SLB Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $9.45B (Est. $9.3B) 🟢; +2% pro forma
🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢; -7% YoY
🔹 Adj. EBITDA: $2.07B (Est. $2.03B) 🟢
FY26 Guide:
🔹 Capital Investment: ~$2.5B
Cash Flow:
🔹 Operating Cash Flow: $1.51B
🔹 Free Cash Flow: $828M
duction Systems: $4.0B; +6% pro forma
🔹 Well Construction: $2.89B; -3% YoY
🔹 Reservoir Performance: $1.63B; -3% YoY
🔹 Digital: $693M; +5% YoY
🔹 All Other: $544M; +37% YoY
Revenue by Geography:
🔹 International: $6.99B; flat pro forma
🔹 North America: $2.40B; +13% pro forma
Announcements:
🔹 Signed agreement to acquire Kelvion for ~$3.4B in cash and assume ~$0.7B of debt; expected to close in 1H27
Other Q3 Metrics:
🔹 Adj. EBITDA Margin: 21.9%; -121 bps YoY
🔹 Pretax Segment Op. Margin: 16.7%; -153 bps YoY
🔹 GAAP EPS: $0.49; -2% YoY
🔹 Net Income: $735M; -1% YoY
🔹 Digital Division ARR: $1.04B; +13% YoY
🔹 Data Center Solutions Revenue: $230M; +76% YoY
Key Updates:
🔹 Reported revenue +6% YoY; Q3'25 included two months of ChampionX ($579M revenue); pro forma rates assume ChampionX from January 1, 2025
🔹 Charges & credits: $242M pre-tax
🔹 Pension settlement charge: $187M
🔹 Merger and integration: $55M
Capital Return:
🔹 Share Repurchases: $656M (12.9M shares)
Comments:
🔸 “SLB delivered solid third-quarter results with all regions growing sequentially — led by a gradual recovery in the Middle East, growth in North America land and broadening international activity in deepwater offshore basins.”
🔹 Revenue: $9.45B (Est. $9.3B) 🟢; +2% pro forma
🔹 Adj. EPS: $0.64 (Est. $0.62) 🟢; -7% YoY
🔹 Adj. EBITDA: $2.07B (Est. $2.03B) 🟢
FY26 Guide:
🔹 Capital Investment: ~$2.5B
Cash Flow:
🔹 Operating Cash Flow: $1.51B
🔹 Free Cash Flow: $828M
duction Systems: $4.0B; +6% pro forma
🔹 Well Construction: $2.89B; -3% YoY
🔹 Reservoir Performance: $1.63B; -3% YoY
🔹 Digital: $693M; +5% YoY
🔹 All Other: $544M; +37% YoY
Revenue by Geography:
🔹 International: $6.99B; flat pro forma
🔹 North America: $2.40B; +13% pro forma
Announcements:
🔹 Signed agreement to acquire Kelvion for ~$3.4B in cash and assume ~$0.7B of debt; expected to close in 1H27
Other Q3 Metrics:
🔹 Adj. EBITDA Margin: 21.9%; -121 bps YoY
🔹 Pretax Segment Op. Margin: 16.7%; -153 bps YoY
🔹 GAAP EPS: $0.49; -2% YoY
🔹 Net Income: $735M; -1% YoY
🔹 Digital Division ARR: $1.04B; +13% YoY
🔹 Data Center Solutions Revenue: $230M; +76% YoY
Key Updates:
🔹 Reported revenue +6% YoY; Q3'25 included two months of ChampionX ($579M revenue); pro forma rates assume ChampionX from January 1, 2025
🔹 Charges & credits: $242M pre-tax
🔹 Pension settlement charge: $187M
🔹 Merger and integration: $55M
Capital Return:
🔹 Share Repurchases: $656M (12.9M shares)
Comments:
🔸 “SLB delivered solid third-quarter results with all regions growing sequentially — led by a gradual recovery in the Middle East, growth in North America land and broadening international activity in deepwater offshore basins.”
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FIRST CITIZENS BANCSHARES $FCNCA Q3’26 EARNINGS HIGHLIGHTS
🔹 Adj. EPS: $55.37 (Est. $46.02) 🟢
🔹 GAAP EPS: $51.23
🔹 Net Interest Income: $1.70B
🔹 Noninterest Income: $734M
Other Q3 Metrics:
🔹 Net Interest Margin: 3.07%
🔹 Loans & Leases: $157.19B
🔹 Deposits: $185.26B
🔹 Net on for Credit Losses: $55M
🔹 Net Charge-offs: 0.27%
🔹 CET1 Ratio: 10.24%
Capital Return:
🔹 Share Repurchases: $600M
🔹 Dividend: $2.10/share
Key Updates:
🔸 BMO Branch Acquisition: 138 branches, ~$4.9B deposits, ~$650M loans
🔸 Purchase Money Note Prepayment: $8.0B
🔸 Reserve release: $48M
🔸 New Share Repurchase Plan: Up to $1.2B through 2027
Comments:
🔸 “Third quarter performance exceeded our expectations, fueled by strong, high quality top-line growth, accelerated loan and deposit growth, highly resilient credit quality, and expense discipline.”
🔹 Adj. EPS: $55.37 (Est. $46.02) 🟢
🔹 GAAP EPS: $51.23
🔹 Net Interest Income: $1.70B
🔹 Noninterest Income: $734M
Other Q3 Metrics:
🔹 Net Interest Margin: 3.07%
🔹 Loans & Leases: $157.19B
🔹 Deposits: $185.26B
🔹 Net on for Credit Losses: $55M
🔹 Net Charge-offs: 0.27%
🔹 CET1 Ratio: 10.24%
Capital Return:
🔹 Share Repurchases: $600M
🔹 Dividend: $2.10/share
Key Updates:
🔸 BMO Branch Acquisition: 138 branches, ~$4.9B deposits, ~$650M loans
🔸 Purchase Money Note Prepayment: $8.0B
🔸 Reserve release: $48M
🔸 New Share Repurchase Plan: Up to $1.2B through 2027
Comments:
🔸 “Third quarter performance exceeded our expectations, fueled by strong, high quality top-line growth, accelerated loan and deposit growth, highly resilient credit quality, and expense discipline.”
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$NVDA CEO Jensen Huang says “software licensing will become increasingly a major part of our company’s business.”
He said it could cost “about $2,000 per GPU per year” to run NVIDIA’s software for AI agents in these AI factories.
So, some napkin math at that price, before ed GPUs = $1B in annual revenue.
1 million licensed GPUs = $2B
5 million licensed GPUs = $10B
So, hypothetically, NVIDIA could earn billions a year from GPUs it has already sold by selling enterprise software and support to the companies using them.
Note: These are illustrative revenue scenarios using Jensen’s pricing example, not NVIDIA guidance or profit estimates.
He said it could cost “about $2,000 per GPU per year” to run NVIDIA’s software for AI agents in these AI factories.
So, some napkin math at that price, before ed GPUs = $1B in annual revenue.
1 million licensed GPUs = $2B
5 million licensed GPUs = $10B
So, hypothetically, NVIDIA could earn billions a year from GPUs it has already sold by selling enterprise software and support to the companies using them.
Note: These are illustrative revenue scenarios using Jensen’s pricing example, not NVIDIA guidance or profit estimates.
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SK HYNIX SCRAPS SOLIDIGM U.S. IPO AMID CAPITAL MARKET VOLATILITY & DUPLICATE-LISTING CONCERNS
The company also halted a planned pre-IPO funding round, per Bloomberg.
South Korean regulators had raised concerns that separately listing its flash-memory subsidiary could undermine exisThe proposal also faced strong shareholder opposition.
Goldman Sachs and Morgan Stanley had reportedly been selected to lead the potential offering.
SK hynix says Solidigm will explore alternative financing options to expand production capacity.
The company also halted a planned pre-IPO funding round, per Bloomberg.
South Korean regulators had raised concerns that separately listing its flash-memory subsidiary could undermine exisThe proposal also faced strong shareholder opposition.
Goldman Sachs and Morgan Stanley had reportedly been selected to lead the potential offering.
SK hynix says Solidigm will explore alternative financing options to expand production capacity.
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Today's Key Events (All EST) — 10/23/2026
09:45: US S&P Manufacturing PMI Flash
09:45: US S&P Services PMI Flash
10:00: University Michigan Sentiment Final
13:00: US Baker Hughes Total Rig Count
Before Open 👇
06:05: Flagstar Financial (FLG)
06:30: The Gorman-Rupp (GRC)
06:30: First Citizens BancShares (FCNCA)
06:40: GrafTech International (EAF)
06:45: Booz Allen Hamilton Holding (BAH)
06:45: Rithm Capital (RITM)
06:50: SLB (SLB)
07:00: American Express (AXP)
07:00: Rogers Communications (RCI)
07:00: Balchem (BCPC)
07:30: World Acceptance (WRLD)
08:00: Gentex (GNTX)
08:00: First Hawaiian (FHB)
08:00: Preferred Bank (PFBC)
08:15: Autoliv (ALV)
09:10: Infosys (INFY)
After Hours 👇
AMC: River City Bank (RCBC)
09:45: US S&P Manufacturing PMI Flash
09:45: US S&P Services PMI Flash
10:00: University Michigan Sentiment Final
13:00: US Baker Hughes Total Rig Count
Before Open 👇
06:05: Flagstar Financial (FLG)
06:30: The Gorman-Rupp (GRC)
06:30: First Citizens BancShares (FCNCA)
06:40: GrafTech International (EAF)
06:45: Booz Allen Hamilton Holding (BAH)
06:45: Rithm Capital (RITM)
06:50: SLB (SLB)
07:00: American Express (AXP)
07:00: Rogers Communications (RCI)
07:00: Balchem (BCPC)
07:30: World Acceptance (WRLD)
08:00: Gentex (GNTX)
08:00: First Hawaiian (FHB)
08:00: Preferred Bank (PFBC)
08:15: Autoliv (ALV)
09:10: Infosys (INFY)
After Hours 👇
AMC: River City Bank (RCBC)
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Envato has introduced @_MonoDesk, a free workspace for creative professionals:
> Draft proposals with AI
> Turn signed proposals into projects
> Track time and budgets
> Collect client approvals
> Send invoices
> Draft proposals with AI
> Turn signed proposals into projects
> Track time and budgets
> Collect client approvals
> Send invoices
You know us as your creative asset toolkit.
Now meet @_MonoDesk, a whole new app from our team, built to handle the boring bits of creative work.
Less time on proposals, chasing approvals and sending invoices. More time on the creative side of your business.
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OPENAI NEARS $30 BILLION FUNDING ROUND AT $1.25 TRILLION VALUATION: CNBC
UAE investors and Coatue are leading the financing, which is being positioned as a bridge ahead of a potential IPO in 2027.
OpenAI is targeting investor signatures by the end of next week, although the en determined.
The company is also negotiating a separate agreement to secure additional AI computing capacity from the UAE.
Source: CNBC
UAE investors and Coatue are leading the financing, which is being positioned as a bridge ahead of a potential IPO in 2027.
OpenAI is targeting investor signatures by the end of next week, although the en determined.
The company is also negotiating a separate agreement to secure additional AI computing capacity from the UAE.
Source: CNBC
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SpaceX $SPCX is finalizing a $40 billion debt raise at sharply higher borrowing costs than its previous financing, according to Semafor.
The lowest-rated portion is expected to carry an interest rate of around 8.3%, while a safer portion backed by AI chips could price near on is expected to price more than 1 percentage point above where SpaceX's existing bonds trade.
The deal, led by Apollo and Goldman Sachs, is expected to be finalized next week.
The lowest-rated portion is expected to carry an interest rate of around 8.3%, while a safer portion backed by AI chips could price near on is expected to price more than 1 percentage point above where SpaceX's existing bonds trade.
The deal, led by Apollo and Goldman Sachs, is expected to be finalized next week.
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COMFORT SYSTEMS USA $FIX Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY
🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY
🔹 Gross Margin: 24.8%
🔹 Operating Cash Flow: $1.01B; +83% YoY
🔹 Backlog: $17.81B; +90% YoY
Other Q3 Metrics:
🔹 Operating Income: $624.6M BITDA: $667.9M (Est. $629M) 🟢
🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴
🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY
🔹 Operating Margin: 16.6%
🔹 Free Cash Flow: $805.6M
🔹 Same-Store Backlog: $17.39B; +85% YoY
Comments:
🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”
🔹 Revenue: $3.77B (Est. $3.4B) 🟢; +50% YoY
🔹 EPS: $13.91 (Est. $12.85) 🟢; +70% YoY
🔹 Gross Margin: 24.8%
🔹 Operating Cash Flow: $1.01B; +83% YoY
🔹 Backlog: $17.81B; +90% YoY
Other Q3 Metrics:
🔹 Operating Income: $624.6M BITDA: $667.9M (Est. $629M) 🟢
🔹 Adj. EBITDA Margin: 17.7% (Est. 18.4%) 🔴
🔹 Net Income: $489.0M (Est. $446M) 🟢; +68% YoY
🔹 Operating Margin: 16.6%
🔹 Free Cash Flow: $805.6M
🔹 Same-Store Backlog: $17.39B; +85% YoY
Comments:
🔸 “Strong ongoing demand and consistent excellence by our teams resulted in extraordinary results across every metric this quarter.”
6
9
102
27,168
VERISIGN $VRSN Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $443.0M (Est. $441M) 🟢; +5.7% YoY
🔹 GAAP EPS: $2.35; +4% YoY
🔹 Operating Income: $296.5M
🔹 Net Income: $212.6M
Other Q3 Metrics:
🔹 Domain Name Base: 182.5M; +6.1% YoY
🔹 Net Domain Name Increase: 3.36M
🔹 New Domain Name 24% YoY
🔹 Final Renewal Rate (Q2’26): 75.2%
🔹 Cash Flow from Operations: $268M; -13% YoY
Capital Return:
🔹 Share Repurchases: 0.7M shares for $189M
🔹 Remaining Authorization: $1.36B
🔹 Dividend: $0.81 per share
Key Updates:
🔹 Net income included a $7.5M pre-tax operating loss related to certain assets held for sale, which decreased diluted EPS by $0.06
🔹 .web Rollout: On track; limited beta opened for Verisign Informed™
Comments:
🔸 “The rollout of the .web top-level domain is on track”
🔹 Revenue: $443.0M (Est. $441M) 🟢; +5.7% YoY
🔹 GAAP EPS: $2.35; +4% YoY
🔹 Operating Income: $296.5M
🔹 Net Income: $212.6M
Other Q3 Metrics:
🔹 Domain Name Base: 182.5M; +6.1% YoY
🔹 Net Domain Name Increase: 3.36M
🔹 New Domain Name 24% YoY
🔹 Final Renewal Rate (Q2’26): 75.2%
🔹 Cash Flow from Operations: $268M; -13% YoY
Capital Return:
🔹 Share Repurchases: 0.7M shares for $189M
🔹 Remaining Authorization: $1.36B
🔹 Dividend: $0.81 per share
Key Updates:
🔹 Net income included a $7.5M pre-tax operating loss related to certain assets held for sale, which decreased diluted EPS by $0.06
🔹 .web Rollout: On track; limited beta opened for Verisign Informed™
Comments:
🔸 “The rollout of the .web top-level domain is on track”
1
8
55
22,082
NEWMONT $NEM Q3’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY
🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢
🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴
🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢
🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴
FY26 Guide:
🔹 Attributable unces
🔹 Gold By-Product AISC: $1,520/oz
🔹 Sustaining Capital: $1.95B
🔹 Development Capital: $1.4B
Q4 Guide:
🔹 Attributable Gold Production: 1,365 koz
🔹 Gold By-Product AISC: $1,900/oz
Other Q3 Metrics:
🔹 Attributable Gold Production: 1.30 Moz
🔹 Realized Gold Price: $4,317/oz
🔹 Gold By-Product AISC: $1,454/oz
🔹 Gold By-Product CAS: $832/oz
🔹 GAAP EPS: $2.35
🔹 Operating Cash Flow: $2.77B
🔹 Net Cash Position: $3.2B
Capital Return:
🔹 Dividend: $0.26/share
🔹 Returns Since Last Call: $1.9B
🔹 Buybacks Since Last Call: $1.6B
🔹 Remaining Authorization: $2.8B
Key Updates:
🔹 Adjusted net income excludes a $40M gain on asset and investment sales
🔹 Net cash position is before the planned payment of $1.95B to Barrick, expected in Q4
🔹 Red Chris Block Cave full-funds investment decision expected in early 2027
🔹 Tanami Expansion 2 commercial production now expected in the first half of 2027
Comments:
🔸 “Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio.”
🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY
🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢
🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴
🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢
🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴
FY26 Guide:
🔹 Attributable unces
🔹 Gold By-Product AISC: $1,520/oz
🔹 Sustaining Capital: $1.95B
🔹 Development Capital: $1.4B
Q4 Guide:
🔹 Attributable Gold Production: 1,365 koz
🔹 Gold By-Product AISC: $1,900/oz
Other Q3 Metrics:
🔹 Attributable Gold Production: 1.30 Moz
🔹 Realized Gold Price: $4,317/oz
🔹 Gold By-Product AISC: $1,454/oz
🔹 Gold By-Product CAS: $832/oz
🔹 GAAP EPS: $2.35
🔹 Operating Cash Flow: $2.77B
🔹 Net Cash Position: $3.2B
Capital Return:
🔹 Dividend: $0.26/share
🔹 Returns Since Last Call: $1.9B
🔹 Buybacks Since Last Call: $1.6B
🔹 Remaining Authorization: $2.8B
Key Updates:
🔹 Adjusted net income excludes a $40M gain on asset and investment sales
🔹 Net cash position is before the planned payment of $1.95B to Barrick, expected in Q4
🔹 Red Chris Block Cave full-funds investment decision expected in early 2027
🔹 Tanami Expansion 2 commercial production now expected in the first half of 2027
Comments:
🔸 “Newmont remains on track to achieve our full-year 2026 production guidance and improved full-year cost outlook, supported by disciplined operational execution in the third quarter, demonstrating the strength and resilience of our world-class portfolio.”
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61
21,296