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Vertical integration could be the key to any competitive edge in the years ahead.

SK Hynix and AMD should surpass Micron's valuation in the next few years.

WisdomTree (NYSE:WT) reported record assets under management and broad-based inflows for the third quarter of 2026, while executives outlined plans to expand the firm’s private-markets offerings and build its tokenization platform. Assets under management reached a record $171 billion at quarter-en

Textron (NYSE:TXT) reported third-quarter 2026 revenue of $3.8 billion, up 4% from a year earlier, while adjusted earnings per share rose to $1.76 from $1.55. Manufacturing cash flow before pension contributions increased to $418 million from $281 million in the prior-year quarter. Chief Executive

West Pharmaceutical Services (NYSE:WST) reported third-quarter results that exceeded its expectations, driven by continued demand for high-value product components, including those used in GLP-1 therapies and biologics. The company raised its full-year revenue and adjusted earnings outlook following

Twilio (NYSE:TWLO) reported third-quarter revenue growth that exceeded its guidance range, citing broad-based demand across messaging, voice, software add-ons, self-service and independent software vendor customers. The company also raised its full-year outlook for revenue, operating income and free

TotalEnergies (NYSE:TTE) reported third-quarter results marked by higher cash flow, record downstream earnings and continued production growth, as elevated oil, gas and refining prices supported its integrated operating model. Chairman and CEO Patrick Pouyanné said market conditions were favorable

Grupo Televisa (NYSE:TV) said its proposed acquisition of AT&T’s wireless business in Mexico would expand its telecommunications footprint and create opportunities to bundle fixed and mobile services, while third-quarter Cable & Sky profitability improved despite subscriber losses at Sky and

Titan International (NYSE:TWI) reported third-quarter 2026 revenue of $454 million and adjusted EBITDA of $28 million, with President and CEO Paul Reitz saying both measures were consistent with the company’s guidance despite prolonged weakness in its end markets. The company also reported a 15% gr

Capstone Copper (TSE:CS) reported record adjusted EBITDA for an eighth consecutive quarter in the third quarter of 2026, supported by higher copper prices and contributions from its Chilean operations and Cozamin mine in Mexico, while maintenance activity and input-cost inflation affected production

Coveo Solutions (TSE:CVO) reported its strongest bookings quarter on record in the second quarter of fiscal 2027, with revenue and adjusted EBITDA exceeding the company’s guidance ranges. Management cited demand for commerce, generative AI and multi-use-case deployments, while highlighting two seven

Trane Technologies (NYSE:TT) reported third-quarter 2026 results marked by 20% organic booking growth, 16% organic revenue growth and a 25% increase in adjusted earnings per share, as demand for commercial HVAC systems, services and data-center-related equipment remained strong. Chair and CEO David

The stock is falling even though earnings keep climbing to new highs.

Capital spending is accelerating, but retail margins are expanding simultaneously, a rare combination that tests whether Amazon can sustain profitability through its AI buildout.

Archer and Joby both want to be the Tesla of the commercial eVTOL market. Struggling EV player Lucid could be the more apt parallel.

Reddit (NYSE:RDDT) reported third-quarter revenue growth of 53% year over year to $895 million, as advertising revenue rose 54% to $847 million. The company also said trailing 12-month revenue surpassed $3 billion, while profitability and cash generation continued to expand. However, executives sai

Mastercard (NYSE:MA) reported third-quarter 2026 net revenue growth of 14% and net income growth of 18% year over year on a non-GAAP, currency-neutral basis, as the company cited continued consumer and business spending, growth in payment volumes and demand for value-added services. Chief Executive

Trinity Industries (NYSE:TRN) said its third-quarter results reflected strengthening railcar demand, improving manufacturing volumes and continued cash generation, while management maintained its full-year earnings outlook and said it expects 2026 to be the cyclical low point for industry railcar de

RBC Bearings (NYSE:RBC) reported fiscal second-quarter 2027 results marked by double-digit sales growth, higher margins and continued debt reduction, as demand remained strong across its Aerospace & Defense and Industrial businesses. Net sales increased 15.2% year over year to $524.6 million. A

Origin Bancorp (NYSE:OBK) reported record third-quarter results as management pointed to continued benefits from its “Optimize Origin” strategy, including higher profitability, margin expansion, loan growth and disciplined expense management. The company posted record net income of $37.8 million, o

Roblox (NYSE:RBLX) said third-quarter bookings exceeded the high end of its guidance, supported by stronger retention and engagement, while outlining a broad set of artificial intelligence, distribution and infrastructure initiatives intended to expand its reach among adult users and game creators.

SPX Technologies (NYSE:SPXC) reported third-quarter 2026 adjusted earnings per share of $2.21, up 20% from a year earlier, as strong HVAC demand and recent acquisitions lifted revenue and profit. The company said the result marked its fifth consecutive quarter of adjusted EPS growth exceeding 20%.

Schneider National (NYSE:SNDR) reported higher third-quarter earnings as pricing gains, productivity improvements and cost-control efforts helped offset uneven freight demand and lower equipment counts in parts of its truckload operation. Adjusted income from operations rose 66% from a year earlier

NatWest Group (NYSE:NWG) reported continued growth in customer balances, higher income and strong capital generation in the third quarter of 2026, while maintaining its full-year guidance. Management said lending growth was broad-based across retail, private banking, commercial and institutional ope

Standard Motor Products (NYSE:SMP) reported third-quarter 2026 results marked by sales growth across several business lines, a record adjusted EBITDA result and lower leverage, while maintaining its full-year outlook. Chairman and Chief Executive Officer Eric Sills said the company’s top line incre