Lam Research enters FY26 with strong foundry momentum and rising memory exposure. Foundry mix reached 60 percent, while NAND and HBM tools are set to drive 2026 growth. Valuation is rich, but memory upcycles historically benefit LRCX more than peers.

I expect Microsoft Corporation's Intelligent Cloud/Azure to hit guidance ($28.6B – $28.9B for IC and 28–29% CC for Azure) given supply-constrained demand and pricing leverage, with no sign of a slowdown. AI adoption is the key catalyst, with 80% of the Fortune 500 using Azure AI Foundry and a 7x increase in tokens served by the Azure Foundry API in FY25. On the risk side, the aggressive AI buildout pressures GAAP EPS and margins. Considering the CapEx guidance of $30B for Q1 FY26, depreciation costs are already depressing gross margins.

SAN FRANCISCO--(BUSINESS WIRE)--Edwards Lifesciences (NYSE: EW) today announced seven-year data from the PARTNER 3 trial, reaffirming the early and sustained patient benefits of Edwards TAVR. The data, which showed superior clinical outcomes at one year, also demonstrate excellent long-term valve performance and durability. Separately, 10-year results from PARTNER 2 intermediate risk studies reinforce Edwards' leadership in setting the standard for lasting valve performance and excellent patien.

The win for Argentine President Javier Milei's party is rewarding investors who bet on the country.

Rare earth stocks find themselves underground on Monday as Treasury Secretary Scott Bessent said he expects that China and the U.S. will work out a trade deal in the near future.

Alphabet's shares rose this quarter, partly driven by the resolution of a major regulatory overhang. Prosus's valuation has historically been dominated by its largest holding, Tencent. The Brookfield machine continues to compound intrinsic value, delivering robust Q2 results across its diversified platform.

Joby Aviation's stock is up 24% since my last "Strong Buy" rating, driven by liquidity confidence and FAA progress. The $591 million equity raise at $16.85 per share boosted cash reserves to $1.6 billion, removing funding risk through 2027. Q3 consensus expects EPS of -$0.19 and revenue of $2.3 million, with investors focused on FAA Stage 4 and TIA readiness.

Zacks upgrades AXIL Brands to "Outperform" on accelerating operating leverage from retail expansion, strong cost control and improving profitability, driven by entry into national chains like Costco.

LOS ANGELES, Oct. 27, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Dow, Inc., (“Dow” or the "Company") (NYSE: DOW) investors off a class action on behalf of investors that bought securities between January 30, 2025 and July 23, 2025, inclusive (the “Class Period”). Dow investors have until October 28, 2025 to file a lead plaintiff motion.

Nvidia became a $4 trillion company in July. Now Apple and Microsoft are within a hair of the milestone.

CNC braces for Q3 results as revenue growth may be offset by rising medical costs and shrinking Medicaid memberships.

Meta Platforms is aggressively investing in AI infrastructure to integrate "superintelligence" across its social media and advertising platforms. META's business strategy focuses on five key opportunities: Improved advertising, engaging experiences, business messaging, Meta AI, and AI devices. Significant capital expenditures are planned through 2026 to support AI development, with leadership transparent about potential short-term financial impact.

CVS Health Corporation is rated a Buy with an 18% upside to a $97 price target, citing robust business momentum and undervaluation. CVS posted a strong FQ2 2025 double-beat, with revenue up 8.4% and continued double-digit growth in health services and pharmacy segments. CVS stock trades at a significant valuation discount to sector and market averages, despite steady top-line growth and a 3.25% dividend yield.

SAN FRANCISCO, Oct. 27, 2025 (GLOBE NEWSWIRE) -- A class-action lawsuit has been filed against James Hardie Industries plc (NYSE: JHX), the dominant producer of fiber cement building materials in the U.S., alleging the company committed securities fraud by misleading investors about inventory levels and customer demand in its crucial North American segment.

InMode presents an appealing buy opportunity, trading near 52-week lows with strong fundamentals, innovative technology, and global expansion. INMD's minimally invasive platforms drive revenue growth, with international markets and new product launches supporting diversification and future potential. Despite regulatory, tariff, and demand risks, INMD maintains robust margins, a strong cash position, and disciplined cost control, ensuring operational resilience.

NEW YORK--(BUSINESS WIRE)---- $JHX #Attorneys--Leading securities law firm BFA announces that a securities fraud class action lawsuit has been filed against James Hardie (JHX) after stock drop.

PARSIPPANY, N.J., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Lincoln Educational Services Corporation (Nasdaq: LINC) (“Lincoln”) announced today that it will host a conference call to discuss its third quarter financial results on Monday, November 10, 2025 at 10:00 a.m. Eastern time. A news release outlining Lincoln's results will be issued before 9:30 a.m. Eastern time on that day.

While VTR's Q3 earnings are likely to have benefited from SHOP operating trends and a well-diversified tenant base, high interest expenses may have hurt it.

FCN beat earnings estimates with stronger margins and segment gains, driving a 2.7% post-earnings stock rise.

IP's Q3 results are anticipated to reflect strong growth from its DS Smith deal, even as weak packaging demand pressures the overall performance.