Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Landlord pricing power in Sun Belt industrial has not cracked: new and renewal leases signed at rates averaging 36.3% higher. EastGroup raised full-year FFO guidance and lifted its acquisition target, a bet that the leasing window stays open into 2027.
Rising diesel prices late in the quarter left margins intact, and management is guiding higher again: Waste Connections raised its full-year 2026 outlook for the second time, to roughly $10.09 billion in revenue. The dividend went up 10%, a sixteenth straight double-digit increase.
A second straight quarterly miss, and this one came from luck at the tables: a weaker Marina Bay Sands non-rolling chip win rate knocked $161 million off Singapore casino revenue. Management answered with a dividend increase for 2027 and buybacks in the quarter.
Rollins is paying for a shift in how America finds an exterminator: residential organic growth slowed to 2.3% as customer acquisition moved toward AI-driven discovery. Both lines missed expectations, and management is reallocating marketing dollars toward LLM visibility.
Year-to-date net sales of $157.4 million have already passed the company's best full-year total ever. The board added $800 million to the buyback, and both EPS and revenue beat expectations.
Pricing power is not done yet: truckload revenue per loaded mile rose 9.7% as capacity stays tight, driving a third straight beat. Management guided Q4 adjusted EPS higher and says further meaningful rate growth will be needed in 2027.
The 300mm payoff is finally showing up in the margin line: operating income jumped 73% year over year, with revenue beating consensus. Management guided fourth-quarter EPS to $2.45 to $2.79, keeping the industrial, automotive and data center momentum intact.
A $9.89 billion teen mental health settlement charge sits inside the quarter, and excluding it diluted EPS would have been $7.40, so the EPS miss is a legal bill rather than a business problem. Revenue beat consensus by 1.9%, and management guided Q4 revenue to $73 billion to $76 billion.
We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model.
Meta now has its own frontier model family in the market, putting the heaviest AI capex budget in big tech to a direct test against OpenAI and Google. Shares are up 0.2% since the Q3 earnings remarks.
Every dollar you have invested sits inside one account your employer controls, and turning 50 without any outside holdings creates a vulnerability most savers only notice too late. Three ETFs can fix that, but the order in which you consider them matters more than most people ex…
Fuel surcharge revenue nearly doubled to $466 million, pushing operating margin to 39.1% and kicking off railroad earnings season in the green. Volume and intermodal both beat, though service metrics softened.
