RBC Capital“ARM's results and outlook were a bit better. Licensing was stronger driven by new ATA and CSS agreements. …”Wells Fargo“Arm's F2Q27 were relatively mixed as stronger license rev offset weaker royalty. …”DA Davidson“AMD reported 3Q26 results that beat expectations on the top and bottom-line. …”Mizuho“AMD reported a solid SepQ and guided DecQ up 27% to $17.0B (above consensus $16.3B). …”Needham“Onsemi posted a beat and raise across both revenue and EPS driven by strength in its AI DC business. …”Wells Fargo“See search revenue deceleration driven by user experience transition to AI Overviews, not engagement or macro / click monetization issues. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”RBC Capital“ARM's results and outlook were a bit better. Licensing was stronger driven by new ATA and CSS agreements. …”Wells Fargo“Arm's F2Q27 were relatively mixed as stronger license rev offset weaker royalty. …”DA Davidson“AMD reported 3Q26 results that beat expectations on the top and bottom-line. …”Mizuho“AMD reported a solid SepQ and guided DecQ up 27% to $17.0B (above consensus $16.3B). …”Needham“Onsemi posted a beat and raise across both revenue and EPS driven by strength in its AI DC business. …”Wells Fargo“See search revenue deceleration driven by user experience transition to AI Overviews, not engagement or macro / click monetization issues. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”
Piper Sandler“QCOM reported FQ4 beat of 4%/1% on revenue/EPS and guided FQ1'27 5% ahead on top-line, but in-line with consensus earnings. …”Barclays“Top-line beats in the quarter as stronger Licensing (+50% Y/Y vs. our +32% est.) offsets weaker Royalties (+8% Y/Y vs. our +14% est.). …”TD Cowen“A clean beat/raise was rewarded after Intel sparked PC concerns. …”KeyBanc“AMD posted solid 3Q results and higher 4Q guidance, which solidly exceeded expectations. …”JP Morgan“The primary discussion around AAPL shares following the earnings print will likely be around the changing trajectory of Hardware vs. …”UBS“We see the recent selloff (-19% over the past month vs. S&P500 -1%) as a buying opportunity ahead of an inflection in R2 ramp and gross margins. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”Piper Sandler“QCOM reported FQ4 beat of 4%/1% on revenue/EPS and guided FQ1'27 5% ahead on top-line, but in-line with consensus earnings. …”Barclays“Top-line beats in the quarter as stronger Licensing (+50% Y/Y vs. our +32% est.) offsets weaker Royalties (+8% Y/Y vs. our +14% est.). …”TD Cowen“A clean beat/raise was rewarded after Intel sparked PC concerns. …”KeyBanc“AMD posted solid 3Q results and higher 4Q guidance, which solidly exceeded expectations. …”JP Morgan“The primary discussion around AAPL shares following the earnings print will likely be around the changing trajectory of Hardware vs. …”UBS“We see the recent selloff (-19% over the past month vs. S&P500 -1%) as a buying opportunity ahead of an inflection in R2 ramp and gross margins. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”
Piper Sandler“Increased Confidence on Silicon Ramp; Solid FQ2 print from ARM with a 5-9% beat on revenues/EPS vs cons. FQ4 guided 1-2% ahead of cons. …”Goldman Sachs“We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Wolfe Research“Reiterate Outperform and $650 PT. Our $650 PT is based on 22x our bull case ~$30 earnings power. …”Truist“AMD delivered another solid qtr, with Q3 results and Q4 guidance better than consensus. …”RBC Capital“PLTR delivered a solid 3Q, with revenue of $2,313M (+96% YoY) beating consensus by 5.9%, Adj. …”Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”Piper Sandler“Increased Confidence on Silicon Ramp; Solid FQ2 print from ARM with a 5-9% beat on revenues/EPS vs cons. FQ4 guided 1-2% ahead of cons. …”Goldman Sachs“We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Wolfe Research“Reiterate Outperform and $650 PT. Our $650 PT is based on 22x our bull case ~$30 earnings power. …”Truist“AMD delivered another solid qtr, with Q3 results and Q4 guidance better than consensus. …”RBC Capital“PLTR delivered a solid 3Q, with revenue of $2,313M (+96% YoY) beating consensus by 5.9%, Adj. …”Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”
Needham“Arm Holdings reported results that were near the high-end of guidance on both revenue and operating margin, with strength in License driving results. …”Goldman Sachs“Key stock takeaways: We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Melius Research“Bottom Line: AMD probably has some cushion here even vs. raised guidance, since it has share upside in servers for at least a few more quarters. …”Evercore“AAPL released its FY26 10-K this morning. …”KeyBanc“We remain UW AAPL, reiterate our $250 PT, and are moving our '27/'28 revenue and EPS -1.2%/+1.0% and -1.8%/-0.5%, respectively. …”Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”Needham“Arm Holdings reported results that were near the high-end of guidance on both revenue and operating margin, with strength in License driving results. …”Goldman Sachs“Key stock takeaways: We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Melius Research“Bottom Line: AMD probably has some cushion here even vs. raised guidance, since it has share upside in servers for at least a few more quarters. …”Evercore“AAPL released its FY26 10-K this morning. …”KeyBanc“We remain UW AAPL, reiterate our $250 PT, and are moving our '27/'28 revenue and EPS -1.2%/+1.0% and -1.8%/-0.5%, respectively. …”Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”
Susquehanna“Qualcomm posted better results and guidance driven primarily by strength in Automotive and the initial DC ramp. …”Jefferies“GFS delivered an in-line quarter/revenue guide, while stronger margins and ASPs drove modest EPS upside. …”Susquehanna“AMD posted better results and guidance, primarily driven by strength in DC (Server and GPU). …”StoneX“Following slightly better-than-exp 3Q26 results and above-consensus 4Q26 guidance, we reiterate our Buy rating and $110 PT. …”Oppenheimer“The valuation already demands more durable growth than we underwrite,”Bank of America“We downgrade INTC to Neutral from Buy. …”Susquehanna“Qualcomm posted better results and guidance driven primarily by strength in Automotive and the initial DC ramp. …”Jefferies“GFS delivered an in-line quarter/revenue guide, while stronger margins and ASPs drove modest EPS upside. …”Susquehanna“AMD posted better results and guidance, primarily driven by strength in DC (Server and GPU). …”StoneX“Following slightly better-than-exp 3Q26 results and above-consensus 4Q26 guidance, we reiterate our Buy rating and $110 PT. …”Oppenheimer“The valuation already demands more durable growth than we underwrite,”Bank of America“We downgrade INTC to Neutral from Buy. …”
Evercore“We Remain Buyers of ARM, after it posted SepQ EPS that beat by 10% and provided and outlook for DecQ EPS that was 3% above. …”StoneX“AMD’s shares popped about 7% after hours as investors were relieved that its outlook didn’t echo the same PC problems seen last week by Intel. …”William Blair“Stock Thoughts: AMD shares are trading up roughly 5% after-hours to about $508 on strong 3Q execution and an upbeat 2027 outlook. …”DA Davidson“Apple's 4Q26 results showed continued iPhone cycle upgrades along with resilient Mac sales, but disappointing Services growth. …”Bernstein“Will smartphones be the next PC? Qualcomm has been doing everything they can to be viewed as something other than a smartphone company. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”Evercore“We Remain Buyers of ARM, after it posted SepQ EPS that beat by 10% and provided and outlook for DecQ EPS that was 3% above. …”StoneX“AMD’s shares popped about 7% after hours as investors were relieved that its outlook didn’t echo the same PC problems seen last week by Intel. …”William Blair“Stock Thoughts: AMD shares are trading up roughly 5% after-hours to about $508 on strong 3Q execution and an upbeat 2027 outlook. …”DA Davidson“Apple's 4Q26 results showed continued iPhone cycle upgrades along with resilient Mac sales, but disappointing Services growth. …”Bernstein“Will smartphones be the next PC? Qualcomm has been doing everything they can to be viewed as something other than a smartphone company. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”
RBC Capital“ARM's results and outlook were a bit better. Licensing was stronger driven by new ATA and CSS agreements. …”Wells Fargo“Arm's F2Q27 were relatively mixed as stronger license rev offset weaker royalty. …”DA Davidson“AMD reported 3Q26 results that beat expectations on the top and bottom-line. …”Mizuho“AMD reported a solid SepQ and guided DecQ up 27% to $17.0B (above consensus $16.3B). …”Needham“Onsemi posted a beat and raise across both revenue and EPS driven by strength in its AI DC business. …”Wells Fargo“See search revenue deceleration driven by user experience transition to AI Overviews, not engagement or macro / click monetization issues. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”RBC Capital“ARM's results and outlook were a bit better. Licensing was stronger driven by new ATA and CSS agreements. …”Wells Fargo“Arm's F2Q27 were relatively mixed as stronger license rev offset weaker royalty. …”DA Davidson“AMD reported 3Q26 results that beat expectations on the top and bottom-line. …”Mizuho“AMD reported a solid SepQ and guided DecQ up 27% to $17.0B (above consensus $16.3B). …”Needham“Onsemi posted a beat and raise across both revenue and EPS driven by strength in its AI DC business. …”Wells Fargo“See search revenue deceleration driven by user experience transition to AI Overviews, not engagement or macro / click monetization issues. …”Cantor“Amidst supply chain worries post Lam’s report, KLA offered a beat and raise that we believe is good enough. …”
Piper Sandler“QCOM reported FQ4 beat of 4%/1% on revenue/EPS and guided FQ1'27 5% ahead on top-line, but in-line with consensus earnings. …”Barclays“Top-line beats in the quarter as stronger Licensing (+50% Y/Y vs. our +32% est.) offsets weaker Royalties (+8% Y/Y vs. our +14% est.). …”TD Cowen“A clean beat/raise was rewarded after Intel sparked PC concerns. …”KeyBanc“AMD posted solid 3Q results and higher 4Q guidance, which solidly exceeded expectations. …”JP Morgan“The primary discussion around AAPL shares following the earnings print will likely be around the changing trajectory of Hardware vs. …”UBS“We see the recent selloff (-19% over the past month vs. S&P500 -1%) as a buying opportunity ahead of an inflection in R2 ramp and gross margins. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”Piper Sandler“QCOM reported FQ4 beat of 4%/1% on revenue/EPS and guided FQ1'27 5% ahead on top-line, but in-line with consensus earnings. …”Barclays“Top-line beats in the quarter as stronger Licensing (+50% Y/Y vs. our +32% est.) offsets weaker Royalties (+8% Y/Y vs. our +14% est.). …”TD Cowen“A clean beat/raise was rewarded after Intel sparked PC concerns. …”KeyBanc“AMD posted solid 3Q results and higher 4Q guidance, which solidly exceeded expectations. …”JP Morgan“The primary discussion around AAPL shares following the earnings print will likely be around the changing trajectory of Hardware vs. …”UBS“We see the recent selloff (-19% over the past month vs. S&P500 -1%) as a buying opportunity ahead of an inflection in R2 ramp and gross margins. …”Cantor“GOOGL reported 3Q results with revenues in line, but EBIT came in 7% below prior street estimates. …”
Piper Sandler“Increased Confidence on Silicon Ramp; Solid FQ2 print from ARM with a 5-9% beat on revenues/EPS vs cons. FQ4 guided 1-2% ahead of cons. …”Goldman Sachs“We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Wolfe Research“Reiterate Outperform and $650 PT. Our $650 PT is based on 22x our bull case ~$30 earnings power. …”Truist“AMD delivered another solid qtr, with Q3 results and Q4 guidance better than consensus. …”RBC Capital“PLTR delivered a solid 3Q, with revenue of $2,313M (+96% YoY) beating consensus by 5.9%, Adj. …”Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”Piper Sandler“Increased Confidence on Silicon Ramp; Solid FQ2 print from ARM with a 5-9% beat on revenues/EPS vs cons. FQ4 guided 1-2% ahead of cons. …”Goldman Sachs“We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Wolfe Research“Reiterate Outperform and $650 PT. Our $650 PT is based on 22x our bull case ~$30 earnings power. …”Truist“AMD delivered another solid qtr, with Q3 results and Q4 guidance better than consensus. …”RBC Capital“PLTR delivered a solid 3Q, with revenue of $2,313M (+96% YoY) beating consensus by 5.9%, Adj. …”Rosenblatt“Intel turned in a respectable 3Q26 report but the outlook for 4Q26 is a surprisingly large miss. …”Mizuho“We do not believe significant TPU revenue or margin is in consensus or the stock.”
Needham“Arm Holdings reported results that were near the high-end of guidance on both revenue and operating margin, with strength in License driving results. …”Goldman Sachs“Key stock takeaways: We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Melius Research“Bottom Line: AMD probably has some cushion here even vs. raised guidance, since it has share upside in servers for at least a few more quarters. …”Evercore“AAPL released its FY26 10-K this morning. …”KeyBanc“We remain UW AAPL, reiterate our $250 PT, and are moving our '27/'28 revenue and EPS -1.2%/+1.0% and -1.8%/-0.5%, respectively. …”Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”Needham“Arm Holdings reported results that were near the high-end of guidance on both revenue and operating margin, with strength in License driving results. …”Goldman Sachs“Key stock takeaways: We expect the stock to be range bound following headline revenue and EPS guidance that were above the Street. …”Melius Research“Bottom Line: AMD probably has some cushion here even vs. raised guidance, since it has share upside in servers for at least a few more quarters. …”Evercore“AAPL released its FY26 10-K this morning. …”KeyBanc“We remain UW AAPL, reiterate our $250 PT, and are moving our '27/'28 revenue and EPS -1.2%/+1.0% and -1.8%/-0.5%, respectively. …”Jefferies“We upgrade Rivian shares to Buy. Q3 accelerated towards +ve Auto gross margin. …”Guggenheim“We attended Oracle AI World, Investor Meeting, and hosted a dinner with SVP of IR Ken Bond. …”
Susquehanna“Qualcomm posted better results and guidance driven primarily by strength in Automotive and the initial DC ramp. …”Jefferies“GFS delivered an in-line quarter/revenue guide, while stronger margins and ASPs drove modest EPS upside. …”Susquehanna“AMD posted better results and guidance, primarily driven by strength in DC (Server and GPU). …”StoneX“Following slightly better-than-exp 3Q26 results and above-consensus 4Q26 guidance, we reiterate our Buy rating and $110 PT. …”Oppenheimer“The valuation already demands more durable growth than we underwrite,”Bank of America“We downgrade INTC to Neutral from Buy. …”Susquehanna“Qualcomm posted better results and guidance driven primarily by strength in Automotive and the initial DC ramp. …”Jefferies“GFS delivered an in-line quarter/revenue guide, while stronger margins and ASPs drove modest EPS upside. …”Susquehanna“AMD posted better results and guidance, primarily driven by strength in DC (Server and GPU). …”StoneX“Following slightly better-than-exp 3Q26 results and above-consensus 4Q26 guidance, we reiterate our Buy rating and $110 PT. …”Oppenheimer“The valuation already demands more durable growth than we underwrite,”Bank of America“We downgrade INTC to Neutral from Buy. …”
Evercore“We Remain Buyers of ARM, after it posted SepQ EPS that beat by 10% and provided and outlook for DecQ EPS that was 3% above. …”StoneX“AMD’s shares popped about 7% after hours as investors were relieved that its outlook didn’t echo the same PC problems seen last week by Intel. …”William Blair“Stock Thoughts: AMD shares are trading up roughly 5% after-hours to about $508 on strong 3Q execution and an upbeat 2027 outlook. …”DA Davidson“Apple's 4Q26 results showed continued iPhone cycle upgrades along with resilient Mac sales, but disappointing Services growth. …”Bernstein“Will smartphones be the next PC? Qualcomm has been doing everything they can to be viewed as something other than a smartphone company. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”Evercore“We Remain Buyers of ARM, after it posted SepQ EPS that beat by 10% and provided and outlook for DecQ EPS that was 3% above. …”StoneX“AMD’s shares popped about 7% after hours as investors were relieved that its outlook didn’t echo the same PC problems seen last week by Intel. …”William Blair“Stock Thoughts: AMD shares are trading up roughly 5% after-hours to about $508 on strong 3Q execution and an upbeat 2027 outlook. …”DA Davidson“Apple's 4Q26 results showed continued iPhone cycle upgrades along with resilient Mac sales, but disappointing Services growth. …”Bernstein“Will smartphones be the next PC? Qualcomm has been doing everything they can to be viewed as something other than a smartphone company. …”BMO Capital“Messiness for sure, but all is not lost; GOOGL's Q3 print was messy. …”
