News

Lockheed Martin raised its annual cash-flow outlook, but an F-35 funding warning and mixed segment forecasts deserve a closer look.

AT&T’s call explains the lower 2027–2028 investment forecast, and why Mexico’s sale, customer-acquisition spending and interest leave cash-flow targets unchanged.

Magic supplied about three-quarters of Hasbro’s revenue increase. A closer look at toy profits shows why the recovery is bigger than a tariff refund alone.

Cleveland-Cliffs’ earnings recovery is real. Its illustrative 2027 outlook also depends on steel-price assumptions, contract resets and cash conversion.

Trump waived specified new Russia tariffs and sanctions on October 16. Existing restrictions remain, and company-level evidence matters more than headline percentages.

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.