The first peak week of Q3 earnings season has started, with 1,885 companies expected to report results. Overall, S&P 500 earnings per share growth remains strong at 29.5%. However, Meta's recent selloff due to heavy AI infrastructure spending has set a new precedent, causing investors to scrutinize similar expenditures by other tech giants like Microsoft, Alphabet, and Amazon, who are reporting this week, with Apple following soon. Additionally, seven S&P 500 companies have announced earnings dates that deviate from their usual schedules, indicating potential volatility ahead.
Meta trades at USD 641.50 on Pluang, down 0.17% as of Oct 26, 2026 23:21 WIB, reflecting cautious investor sentiment. Microsoft is up 1.09% at USD 530.22, showing resilience despite AI spending concerns. Apple trades slightly lower at USD 344.37, down 0.96%, as earnings season unfolds for these tech giants.
The first peak week of Q3 earnings season sees 1,885 companies reporting, with S&P 500 EPS growth holding strong at 29.5%. Despite mixed bank results and Meta's surprise AI capital expenditure causing investor caution, 83% of companies have beaten pr...
Reddit's stock dropped 5% as investors reacted to its guidance for slower revenue growth in Q3 2026, signaling concerns about sustaining its rapid gains. Snap's stock also fell 3%, while Meta Platforms held steady with a slight increase, reflecting i...
Nebius CEO Arkady Volozh stated that while some capital sources like asset-backed financing and debt markets are temporarily closed, the company has a healthy balance sheet and is working with customer advances and other instruments to likely fund at...
Meta Platforms, Inc. is rated a Strong Buy with a price target of $851, implying a 32% upside. The company reported a 26% year-over-year revenue increase to $64.6 billion in Q3, driven by AI-enhanced advertising performance. However, margin pressures...
Meta Platforms posted strong 26% year-over-year revenue growth and optimistic Q4 guidance, driven by AI-enhanced ad pricing. However, rising capital expenditures and a new Class C share structure indicate a shift towards external funding, which may d...
