Today, AlphaSense launches SuperAnalyst, our next-generation agent powering high-value financial and strategic workflows. For 15 years, we've built the trusted intelligence system for the investors and operators making the biggest bets in business. Now SuperAnalyst takes it further, operating 24/7 to plan, execute, monitor and update complex workflows using AlphaSense intelligence, customer context and purpose-built AI infrastructure. Trusted by the world's largest enterprises, SuperAnalyst brings together domain-specific AI, our Context Graph and purpose-built Skills to execute workflows at superhuman speed, grounded in trusted intelligence. Read the full announcement: alpha-sense.com/press/alphas…

$TSLA CEO Elon Musk says he expects AI, electromechanical design, reliability, and usage duration issues for Optimus to be solved around the end of next year, which is when they would start delivering to companies outside Tesla. He remains convinced Optimus and humanoid robots generally will be the biggest product on Earth, with no one even close to Tesla on a general-purpose humanoid robot. On Terafab, machinery commissioning begins in the first half of next year, with a first test chip targeted around May or June and useful chip volume production around Q3 2028, which he believes will become the most valuable building in the world, with economic value placing it among the top 20 countries.

$META CEO Mark Zuckerberg says Muse has more than 10 million users in the US and Canada despite not yet launching globally due to compute intensity constraints, meaning uptake would likely be significantly larger with broader rollout. He aims to build enough compute to eventually serve a billion-plus people if certain efficiency targets are met, with Muse Spark currently the free tier default and Muse Wonder available in paid tier while they work on a more efficient version for broader rollout. On enterprise, near-term offerings center on the model API, Muse Code, and Meta Business Agents, with a longer-term vision of a broader Muse network where agents help run small businesses, work within corporate environments, and let people interact directly with businesses’ agents rather than navigating to websites.

$TXN CEO Haviv Ilan says demand broadened across industrial, automotive, and data center markets, strong across the board in markets, sectors, and regions, putting some pressure on lead times which ticked up slightly. He believes TI remains the most competitive supplier in terms of lead time and best positioned to support growing demand, with investments in inventory and capacity continuing to ramp factories to support revenue growth moving forward.

$URI Earnings: - Total revenue of $4.893 billion, including rental revenue of $4.316 billion. - Net income of $920 million, at a margin of 18.8%. GAAP diluted earnings per share (“EPS”) of $14.77, and adjusted EPS of $15.55. Matthew Flannery, chief executive officer of United Rentals, said, “I’m very pleased with our third-quarter results, which are a testament to our strategy, our team’s dedication to our customers, and the unmatched breadth and scale of our premier offering. We continued to lean into growth across both our general rentals and specialty businesses with the momentum from the first half of the year carrying through the quarter.” Flannery continued, “As we look ahead, we believe we are uniquely positioned to outperform the industry through our broad footprint, unmatched one-stop-shop offering, exceptional levels of service, leading technology and unwavering commitment to safety. Our raised guidance reflects this, and is supported by our customers’ confidence, their backlogs, and the momentum we see across large projects. I am very proud of the company we continue to build, underpinned by a well-proven strategy of supporting our customers while also driving profitable growth and strong through-cycle free cash flow generation. Combined with prudent capital allocation, this will continue to deliver compelling long-term value for our shareholders.” research.alpha-sense.com?doc…

$IBM Earnings: - Revenue of $17.1 billion, up 5 percent, up 6 percent at constant currency - EPS: $2.31 - Gross Profit Margin: GAAP: 56.8 percent, down 50 basis points; Operating (Non-GAAP): 58.5 percent, down 20 basis points - Software — revenues of $7.8 billion, up 8 percent, up 9 percent at constant currency - Consulting — revenues of $5.3 billion, flat, up 2 percent at constant currency - Infrastructure — revenues of $3.7 billion, up 4 percent, up 5 percent at constant currency "Disciplined execution throughout the quarter drove accelerated revenue growth and strong free cash flow. Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency than ever before," said Arvind Krishna, IBM chairman, president and chief executive officer. "For the full year, we continue to expect constant currency revenue growth in the range of four-to-five percent, and we now expect free cash flow to increase by more than $1 billion year-over-year." "Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter," said James Kavanaugh, IBM senior vice president and chief financial officer. "Just as we are helping clients extract value from their operations with Super Intelligence, we are driving tangible returns through our productivity initiatives inside IBM. This approach fuels profit and free cash flow growth and enables us to continue to invest in our business while returning value to shareholders through our dividend." research.alpha-sense.com?doc…

$LVS Earnings: - Net Revenue $3.22 billion - Net Income $352 million - Diluted Earnings per Share $0.48 - Consolidated Adjusted Property EBITDA $1.12 billion - LVS Repurchased $950 million of Common Stock During the Quarter - LVS Board of Directors Announced a 20% Increase in - LVS's Recurring Common Stock Dividend for the 2027 Calendar Year, Raising the Annual Dividend to $1.44 per Share ($0.36 per Share per Quarter) "We continued to execute our strategic objectives during the quarter in both Singapore and Macao while increasing the return of capital to shareholders, including through the repurchase of $950 million of our common stock during the quarter," said Patrick Dumont, chairman and chief executive officer. "At Marina Bay Sands in Singapore, we delivered solid financial performance.  We remain enthusiastic about our growth prospects in Singapore both today and upon the completion of our ongoing expansion project, which will meaningfully increase our suite capacity and entertainment offerings, including through the introduction of an arena designed to be the most important entertainment venue in the region. "We are encouraged by our progress in Macao during the quarter, with our ongoing investments in enhanced service and hospitality offerings contributing to growth in volumes across all gaming segments as compared to the prior year. "We remain confident in our long-term strategy in both Singapore and Macao and will continue to invest in future growth.  We are fortunate to have the balance sheet and cash flow strength to support our meaningful capital investment programs, positioning our portfolio of properties to capitalize on the growing demand for premium travel and world-class entertainment experiences in the region. "We strongly believe that our people, our products and our focus on delivering outstanding service, hospitality and entertainment experiences to our customers will drive growth for the company and deliver strong returns to our shareholders in the years ahead." research.alpha-sense.com?doc…

$LRCX Earnings: - Revenue of $8.22 billion. - U.S. GAAP gross margin as a percent of revenue of 52.3%, U.S. GAAP operating margin as a percent of revenue of 40.0%, and U.S. GAAP diluted EPS of $2.19. - Non-GAAP gross margin as a percent of revenue of 52.4%, non-GAAP operating margin as a percent of revenue of 40.2%, and non-GAAP diluted EPS of $2.20. "With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter," said Tim Archer, Lam Research's President and Chief Executive Officer. "Our strategic investments in technology inflections and manufacturing capacity are paying off, strengthening our ability to outgrow the wafer fabrication equipment market as the industry expands." research.alpha-sense.com?doc…

$TSLA Earnings: - Revenue: $28.05B - Adj EPS: $0.48 - Operating Income: $718M - Automotive Revenue: $20.56B - Services & Other Revenue: $4.61B "In Q3, we maintained strong momentum on many projects spanning Super Intelligence (SI), robotics and renewable energy that will be critical to building a future of Amazing Abundance. Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B. FSD (Supervised) attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. We started providing Robotaxi rides using Cybercabs on September 3 in Austin. Cumulative unsupervised Robotaxi miles grew eightfold quarter over quarter, driven by sustained double-digit weekly growth. We ended the quarter with the largest backlog for our passenger vehicles in four years. We rolled out the updated Tesla Semi that is produced on our high-volume manufacturing line in Nevada and unveiled the Next Gen Roadster on October 15. While battery availability continued to be the limiting factor in increasing auto volumes in the quarter, we have made additional progress in securing future supply, as we work toward our goal of maximum utilization of our factories. Demand for our Energy Storage business remained strong in the quarter, with our highestever order rate and backlog. Energy storage is the fastest way to add power to the existing grid and is critical to data center uptime. We expect rising data center demand to continue driving demand for our products. Megafactory Texas began production, with planned capacity of 50 GWh. We also advanced LFP supply domestication in the U.S., shipping the first Megapacks built with LFP cells from our factory in Nevada. We continue to invest in the future through R&D and Capex spend across our businesses, including SI, robotics and energy. Much hard work lies ahead, but we are as optimistic as ever. Thank you to our supporters as we continue to execute on many challenging and important projects."

$TXN Earnings: - Revenue: $6.06 billion - Diluted earnings per common share: $2.62 - TI's fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79. research.alpha-sense.com?doc…

$META Earnings: - Revenue was $64.60 billion, an increase of 26% year-over-year on both a reported and constant currency basis. - EPS: $3.83 - Total costs and expenses were $51.61 billion, an increase of 68% year-over-year. - Capital expenditures, including principal payments on finance leases, were $34.91 billion. "We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model," said Mark Zuckerberg, Meta founder and CEO. "Our investments are paying off, the core business is strong, and we're seeing velocity across the board." research.alpha-sense.com?doc…

75% of investment banking leaders say AI helps them make better decisions, the highest rate of any business or finance industry we surveyed. The use cases range from building industry primers and buyer universes in seconds, to generating pitchbooks in a fraction of the time, to accelerating valuation and comps modeling, to surfacing C-suite priorities and risks ahead of a client meeting. We break down the top AI use cases, benefits, and limitations in investment banking. Read the full article here: alpha-sense.com/resources/re…

$META's AI build-out in one chart. Quarterly capex went from $18.8B to $30.1B in a year, and the Street expects $41.6B for 3Q26. $META reports after the close today.

Most AI tools make you start from scratch every time you open them. SuperAnalyst is trained once on your methodology, frameworks and brand templates, then runs your playbook every time and gets smarter with persistent memory of your projects, instructions and feedback. Hear Katie Rapp, Senior Director of Product Marketing at AlphaSense, explain what makes it an always-on agent 👇

$ABT Earnings: - Third-quarter reported sales growth of 14.5 percent; comparable sales growth of 7.0 percent - Third-quarter GAAP diluted EPS of $0.53; adjusted diluted EPS of $1.42 - Abbott reaffirms the midpoint of previously provided full-year 2026 adjusted diluted EPS guidance range and tightens the range to $5.50 to $5.55 "Abbott delivered strong third-quarter results, reflecting balanced growth across our portfolio," said Robert B. Ford, chairman and chief executive officer, Abbott. "With strong performance across multiple businesses and a robust pipeline of innovation, we are well-positioned to deliver sustainable growth in the years ahead." research.alpha-sense.com?doc…

$DHR Earnings: - Net earnings were $1.2 billion, or $1.71 per diluted common share, up 34.5% year-over-year. - Non-GAAP adjusted diluted net earnings per common share grew 11.5% to $2.11. - Revenues increased 8.5% year-over-year to $6.6 billion. Julie Sawyer Montgomery, President and Chief Executive Officer, stated, "We delivered better-than-expected third quarter revenue, earnings and cash flow, and are encouraged by the improving trends we saw across our end markets.  The continued acceleration in core revenue growth excluding respiratory revenue, together with DBS-driven execution drove double-digit adjusted EPS growth and underscored our ability to convert improving demand into strong financial performance." Ms. Sawyer Montgomery continued, "Danaher has built a strong foundation, and the time I've spent with our teams and customers during my transition into the CEO role has only reinforced my conviction in the opportunities ahead.  Looking forward, the opportunity for Danaher is clear: to become the defining leader in Life Sciences and Diagnostics–a company that unambiguously gains share, delivers sustainable profitable growth, and helps our customers improve outcomes for patients around the world." research.alpha-sense.com?doc…

$T Earnings: - Revenues totaled $32.3 billion, up 5.3% year over year - Diluted EPS from continuing operations was $0.13, which includes a non-cash impairment charge associated with the Company's held-for-sale Mexico wireless business as well as employee separation charges, versus $1.29 in the year-ago quarter, which included a gain recognized on the sale of the DIRECTV investment; adjusted EPS was $0.65, versus $0.54 in the year-ago quarter - Operating income was $4.1 billion; adjusted operating income was $7.6 billion - Income from continuing operations was $1.3 billion; adjusted EBITDA was $12.5 billion, up 5.4% year over year "We are growing valuable customer relationships as more homes and businesses choose AT&T for all their advanced connectivity needs across both internet and on-the-go wireless," said John Stankey, AT&T Chairman and CEO. "Our asset base positions us well for the AI era, with a leading position in fiber – the best technology available. We're building the nation's strongest network, backed by America's Best Guarantee, to deliver faster, more reliable and more accessible connectivity." research.alpha-sense.com?doc…

$SPCX CEO Elon Musk says roughly 3 gigawatts of compute will be done in just the next few months, deploying around 220,000 GB300 GPUs a month currently, a pace that will accelerate further next year. They have a plan targeting 20 gigawatts of incremental power and cooling by the end of next year, roughly 23 total, though he says that is difficult but not impossible while he is highly confident in 10 gigawatts. He credits SpaceX’s advanced turbine blade and vane casting capability, developed originally for rocket engines, as a bottleneck-breaking advantage since suppliers say blades and vanes typically run 12 to 18 months behind the rest of a turbine.

$NFLX Co-CEO Greg Peters says engagement is the sum of quality, quantity, and variety of viewing that drives their business model, with churn as the best evidence of delivered value, improving year on year both globally and in the US in Q3, already industry leading. Price changes, including in the US, have gone well and are consistent with past changes and expectations, keeping them on track to deliver full-year guidance. India saw view hours grow 24% on an absolute basis in Q3, driving nearly 20% year-over-year revenue growth, while US engagement is solid but he sees room to go from very good to great, citing upcoming Q4 titles like East of Eden and Season 4 of The Diplomat.

$CB Earnings: - Net income was $2.84 billion, up 1.5%, and core operating income was $2.98 billion, down 2.2%. For the nine months, net income and core operating income were a record $8.02 billion and $8.60 billion, respectively, up 12.9% and 21.0%. Evan G. Greenberg, Chairman and Chief Executive Officer of Chubb Limited, commented: "We had a really strong quarter with strong contributions from all of our businesses. Our diversification is highly supportive of growth and sustained margins which speak to our underwriting discipline, a hallmark of our company. "P&C underwriting, investment and life income results led to core operating earnings of $2.98 billion, or $7.66 per share. Due to particularly light CAT losses last year, earnings are down 2% and up 1% per share from 2025. For the first nine months of the year, which is a more meaningful perspective, core operating income is a record $8.6 billion, or $21.94 per share, up 21% and 24.5%, respectively, from the prior year. "Annualized core operating return on tangible equity is 21.6% and core operating ROE is 14.9%. Tangible book value per share is up 5.7% from the prior year. This was impacted by the mark-to-market due to higher interest rates. Adjusting for AOCI, tangible book value per share increased 15.4%. "For the quarter, P&C underwriting income is $2.1 billion, which led to a combined ratio of 84.1%, and on a current accident year ex-CAT basis, our combined ratio is 82.6%, simply excellent. Year-to-date underwriting income of $5.8 billion is up nearly 34% from 2025. "On the investment side of our business, adjusted net investment income is a record $1.9 billion, supported by rising interest rates and an excellent fixed-income investment environment, which we have been anticipating for some time, given government deficits and the capital investment cycle. On the alternative asset side, as publicly announced in the quarter, Strategic Holdings, our holding company partnership with KKR, agreed to sell our investment in USI Insurance Services to Aon, which is expected to result in a realized gain of $460 million on an investment of $740 million. "While the market continues to grow more competitive in commercial P&C across the board, particularly in the U.S. and London, the substantial majority of our underwriting businesses grew in the quarter, with the balance flat or purposely shrinking due to inadequate pricing or terms. "We are benefiting from our diversification. Overseas General grew 6.7%, with Latin America up 11.7%, Asia up 7.5% and Europe up about 7%. North America personal lines was up 5.3% and agriculture was up 5.1%. North America commercial was down 2.7%, impacted by a reduction in exposure, including increased use of reinsurance and underwriting related non-renewal actions, predominantly property and financial lines-related. I fully expect North America commercial growth to improve in future quarters. "Our deep local presence and capabilities globally, our large and growing invested asset along with rising interest rates, and operating discipline provide us continued growth opportunities and sustainability of value creation. I am confident in our ability to continue to outperform and to generate strong growth in operating earnings and EPS and, most important, double-digit growth in tangible book value." research.alpha-sense.com?doc…

$COF Earnings: - Net income for the third quarter of 2026 of $3.5 billion, or $5.61 per diluted common share - Total net revenue increased 3 percent to $16.3 billion. - Total non-interest expense decreased 2 percent to $8.9 billion "The Discover integration continues to go well and we’re making good progress on delivering the expected synergies," said Richard D. Fairbank, Founder, Chairman, and Chief Executive Officer. "We continue to invest to deliver sustained growth and value creation over the long-term." research.alpha-sense.com?doc…