News

J.B. Hunt’s Intermodal profit gains nearly matched Dedicated’s decline. New-account costs and a gradual repricing calendar explain what investors should watch next.

TSMC’s third-quarter sales surged as its 2nm rollout weighed on sequential margins. The fourth-quarter outlook and cash flow add important context.

ASML’s Q3 results show how equipment upgrades supported margins, while a Mistral valuation gain and future pricing changes need separate treatment.

Wells Fargo’s Q3 EPS rose 13% as its share count shrank. Profit also benefited from operating growth and a tax item, while the interest margin narrowed year over…

Enovix estimates $11 million in quarterly sales, above its forecast. Its $216 million opportunity pipeline and contrasting loss measures deserve a closer look.

Sunday’s Gulf oil shut-in estimate fell to 57.54%. Why fewer evacuated platforms don’t tell investors how quickly production or fuel supplies will recover.

Humana’s ratings recovery strengthens its position for 2028 quality bonuses. Some outperformance is temporary, and its 2026 adjusted earnings outlook is unchanged.

Travel demand held up, but higher fuel costs and thinner margins changed Delta’s earnings outlook. The accounting details matter, too.

GlobalFoundries’ $2 billion TSMC agreement adds a role in AI packaging. The expected 2028 ramp puts spending, revenue timing and cash returns in focus.

Helen of Troy raised its earnings outlook, but tariff refunds, reinvestment and a new litigation adjustment complicate the recovery picture.