https://company-analysis.com/news.htmlEvery asset, graded on its own record: the desk's stories and studies, written by an AI model, every sentence cited, never advice.enSun, 08 Nov 2026 11:20:45 GMT https://company-analysis.com/n/amazon-ad-auction-complaint-unredacted/https://company-analysis.com/n/amazon-ad-auction-complaint-unredacted/Sun, 08 Nov 2026 12:00:00 GMTThe unsealed pages allege hidden ad surcharges tied to Amazon's revenue goals; Amazon denies misleading advertisers, and no trial date is on file.Online retail and advertising https://company-analysis.com/n/berkshire-third-quarter-2026-geico-underwriting-buybacks/https://company-analysis.com/n/berkshire-third-quarter-2026-geico-underwriting-buybacks/Sun, 08 Nov 2026 12:00:00 GMTThe railroad, utilities and factories earned more, but insurance underwriting lost more than two-fifths of its profit in Greg Abel's third quarter as chief executive.Conglomerate and insurance https://company-analysis.com/n/china-blocks-softbank-purchase-of-abb-robotics-business-in-china/https://company-analysis.com/n/china-blocks-softbank-purchase-of-abb-robotics-business-in-china/Sun, 08 Nov 2026 12:00:00 GMTA $5.375 billion deal now lacks its approval in the division's biggest market; both companies say they are still working on it.Industrial robots https://company-analysis.com/n/study-vote-colom-lead-reaches-2574-as-alaska-count-holds/https://company-analysis.com/n/study-vote-colom-lead-reaches-2574-as-alaska-count-holds/Sun, 08 Nov 2026 12:00:00 GMTThe Senate's final size waits on affidavit ballots nobody can count yet and on Alaska's next tally, Tuesday 10 November.Government and politics https://company-analysis.com/n/study-yanbu-us-disables-huda-as-guards-claim-two-more-mine-hits/https://company-analysis.com/n/study-yanbu-us-disables-huda-as-guards-claim-two-more-mine-hits/Sun, 08 Nov 2026 12:00:00 GMTA tanker burns off Khasab, a maritime agency says, but no authority ties it to a mine; CENTCOM counts five ships disabled.Oil shipping and energy security https://company-analysis.com/n/atlassian-cloud-revenue-grows-31-percent-as-data-center-slows/https://company-analysis.com/n/atlassian-cloud-revenue-grows-31-percent-as-data-center-slows/Sat, 07 Nov 2026 12:00:00 GMTAtlassian raised its full-year revenue outlook and expects sales of the on-premises software it is retiring to shrink about 16 percent.Business software https://company-analysis.com/n/charter-loses-233000-internet-customers-as-cox-joins-its-results/https://company-analysis.com/n/charter-loses-233000-internet-customers-as-cox-joins-its-results/Sat, 07 Nov 2026 12:00:00 GMTThe Cox deal lifted reported revenue, but the combined company is still shrinking in internet, and Charter now targets $2 billion in cost cuts.Cable, broadband and mobile service https://company-analysis.com/n/enbridge-gas-pipelines-carry-third-quarter-as-oil-side-slips/https://company-analysis.com/n/enbridge-gas-pipelines-carry-third-quarter-as-oil-side-slips/Sat, 07 Nov 2026 12:00:00 GMTGas and utility gains outweighed weaker oil pipeline earnings, and Enbridge kept its 2026 core profit range of C$20.2 billion to C$20.8 billion.Oil and gas pipelines https://company-analysis.com/n/humana-raises-2026-outlook-as-third-quarter-revenue-grows-26-percent/https://company-analysis.com/n/humana-raises-2026-outlook-as-third-quarter-revenue-grows-26-percent/Sat, 07 Nov 2026 12:00:00 GMTMillions of new Medicare members lifted revenue, but care costs took more of each premium dollar, and the insurance business lost money in the quarter.Health insurance https://company-analysis.com/n/moderna-raises-2026-revenue-outlook-after-third-quarter-profit/https://company-analysis.com/n/moderna-raises-2026-revenue-outlook-after-third-quarter-profit/Sat, 07 Nov 2026 12:00:00 GMTCOVID vaccine sales abroad and lower research spending turned a year-earlier loss into a profit, and the company now expects more growth in 2026.Vaccines and mRNA medicines https://company-analysis.com/n/study-five-sentiment-rises-to-51-as-inflation-expectations-ease/https://company-analysis.com/n/study-five-sentiment-rises-to-51-as-inflation-expectations-ease/Sat, 07 Nov 2026 12:00:00 GMTHouseholds expect less inflation a year out, yet futures still lean toward a December rate increase, with October's CPI due Tuesday 10 November.Rates, consumer surveys and mortgages https://company-analysis.com/n/vistra-third-quarter-2026-results/https://company-analysis.com/n/vistra-third-quarter-2026-results/Sat, 07 Nov 2026 12:00:00 GMTThe first 2027 earnings range, $7.7 billion to $8.5 billion, counts the Cogentrix plants and the Meta nuclear contract the August outlook left out.Power generation and retail electricity https://company-analysis.com/n/airbnb-q3-2026-results-raise-outlook-buyback/https://company-analysis.com/n/airbnb-q3-2026-results-raise-outlook-buyback/Fri, 06 Nov 2026 12:00:00 GMTThird-quarter revenue grew 19 percent, and the company now expects high-teens revenue growth for the full year.Travel and short-term rentals https://company-analysis.com/n/cigna-q3-2026-results-express-scripts/https://company-analysis.com/n/cigna-q3-2026-results-express-scripts/Fri, 06 Nov 2026 12:00:00 GMTCigna Healthcare earnings grew 15 percent while Evernorth's fell 4 percent on pharmacy benefit renewals; the company lifted its Cigna Healthcare outlook.Health insurance and pharmacy benefits https://company-analysis.com/n/cloudflare-q3-revenue-39-percent-agents/https://company-analysis.com/n/cloudflare-q3-revenue-39-percent-agents/Fri, 06 Nov 2026 12:00:00 GMTFastest growth in nearly four years came with a thinner gross margin, a wider operating loss and a cut of about a fifth of staff.Cloud software and security https://company-analysis.com/n/conocophillips-q3-earnings-dividend-up-11-percent/https://company-analysis.com/n/conocophillips-q3-earnings-dividend-up-11-percent/Fri, 06 Nov 2026 12:00:00 GMTHigher oil prices lifted the quarter while output fell, and the company says it is on track for a $7 billion cash-flow gain by 2029.Oil and gas production https://company-analysis.com/n/duke-energy-q3-2026-results-data-center-pipeline/https://company-analysis.com/n/duke-energy-q3-2026-results-data-center-pipeline/Fri, 06 Nov 2026 12:00:00 GMTThe utility says 5.2 GW of data centers are under construction and it is building 16 GW of new capacity by 2031.Electric and gas utilities https://company-analysis.com/n/live-nation-q3-2026-revenue-10-billion-antitrust-open/https://company-analysis.com/n/live-nation-q3-2026-revenue-10-billion-antitrust-open/Fri, 06 Nov 2026 12:00:00 GMTRecord attendance lifted the quarter, while the antitrust case that cost $450 million so far still has no final ruling in the filing.Live entertainment https://company-analysis.com/n/microchip-september-quarter-sales-up-42-percent-lead-times/https://company-analysis.com/n/microchip-september-quarter-sales-up-42-percent-lead-times/Fri, 06 Nov 2026 12:00:00 GMTCustomers finished clearing stock and now wait up to 32 weeks for some parts; guided sales run from down 3 to up 1 percent.Semiconductors https://company-analysis.com/n/study-five-employers-add-165000-jobs-as-unemployment-dips-to-4-1/https://company-analysis.com/n/study-five-employers-add-165000-jobs-as-unemployment-dips-to-4-1/Fri, 06 Nov 2026 12:00:00 GMTOctober hiring ran far above the forecasts, and August and September were revised up by a combined 84,000 jobs.Treasuries, the Fed and housing finance https://company-analysis.com/n/study-vote-mississippi-lead-passes-1800-alaska-waits-for-10-nov/https://company-analysis.com/n/study-vote-mississippi-lead-passes-1800-alaska-waits-for-10-nov/Fri, 06 Nov 2026 12:00:00 GMTTwo uncalled seats decide the Senate's final size, and the AI selloff is being tied to the results as lame-duck talks begin.Government and politics https://company-analysis.com/n/study-yanbu-guards-claim-two-more-mine-hits-no-officials-confirm/https://company-analysis.com/n/study-yanbu-guards-claim-two-more-mine-hits-no-officials-confirm/Fri, 06 Nov 2026 12:00:00 GMTIran's mine claims are unconfirmed, while UKMTO figures show tanker attacks near October's record pace and mediators from Qatar and Oman press on.Oil shipping and energy security https://company-analysis.com/n/zoetis-q3-2026-pet-sales-dip-livestock-grows-outlook-narrowed/https://company-analysis.com/n/zoetis-q3-2026-pet-sales-dip-livestock-grows-outlook-narrowed/Fri, 06 Nov 2026 12:00:00 GMTDog and cat sales fell while farm-animal sales grew, and the full-year revenue range now starts $100 million higher than August's.Animal health https://company-analysis.com/n/bank-of-england-november-2026-rate-decision/https://company-analysis.com/n/bank-of-england-november-2026-rate-decision/Thu, 05 Nov 2026 12:00:00 GMTThe first UK rate increase in more than three years, with the Bank now projecting inflation near 5 percent by mid 2027.Central banking and interest rates https://company-analysis.com/n/cvs-health-third-quarter-2026-results/https://company-analysis.com/n/cvs-health-third-quarter-2026-results/Thu, 05 Nov 2026 12:00:00 GMTAetna's margins are mending, and CVS Health plans to keep its insurer and benefit manager together and spin off about 9,000 pharmacies.Health insurance and pharmacy https://company-analysis.com/n/kraft-heinz-sells-north-american-coffee-business/https://company-analysis.com/n/kraft-heinz-sells-north-american-coffee-business/Thu, 05 Nov 2026 12:00:00 GMTA $650 million coffee sale shrinks the company while its plan to split in two stays paused; sales were down in North America and Europe.Packaged food https://company-analysis.com/n/mcdonalds-third-quarter-2026-results/https://company-analysis.com/n/mcdonalds-third-quarter-2026-results/Thu, 05 Nov 2026 12:00:00 GMTFewer U.S. visits were largely offset by bigger checks; the company is testing new meal bundles after a turn in September and October.Restaurants https://company-analysis.com/n/mckesson-fiscal-2027-second-quarter-results/https://company-analysis.com/n/mckesson-fiscal-2027-second-quarter-results/Thu, 05 Nov 2026 12:00:00 GMTCancer and specialty medicines carried the quarter, as McKesson buys into infusion care and readies its medical supplies arm to stand alone.Drug distribution https://company-analysis.com/n/mercadolibre-third-quarter-2026-results/https://company-analysis.com/n/mercadolibre-third-quarter-2026-results/Thu, 05 Nov 2026 12:00:00 GMTRevenue reached $10.75 billion, but operating income was lower than a year ago as the company paid for free shipping, warehouses and credit growth.E-commerce and fintech https://company-analysis.com/n/qualcomm-fiscal-2026-fourth-quarter-results/https://company-analysis.com/n/qualcomm-fiscal-2026-fourth-quarter-results/Thu, 05 Nov 2026 12:00:00 GMTPhone chips still carry most of the business, Apple's modem orders are leaving, and the company now leans on cars, devices and data centers.Semiconductors https://company-analysis.com/n/study-vote-mississippi-lead-widens-alaska-count-waits/https://company-analysis.com/n/study-vote-mississippi-lead-widens-alaska-count-waits/Thu, 05 Nov 2026 12:00:00 GMTThe Senate's final size rests on two counts that run past mid-November, while dozens of House seats are still being counted.Government and politics https://company-analysis.com/n/study-yanbu-trump-confirms-strike-as-guards-claim-more-mine-hits/https://company-analysis.com/n/study-yanbu-trump-confirms-strike-as-guards-claim-more-mine-hits/Thu, 05 Nov 2026 12:00:00 GMTThe Guards' mine claims stay unconfirmed, while the JMIC counts 490 vessels waiting outside the strait and talks run through Qatar.Oil shipping and energy security https://company-analysis.com/n/uber-third-quarter-2026-results/https://company-analysis.com/n/uber-third-quarter-2026-results/Thu, 05 Nov 2026 12:00:00 GMTAll three businesses grew, but $476 million of losses on stakes in other companies held third-quarter net income to $512 million.Ride-hailing and delivery https://company-analysis.com/n/amd-third-quarter-2026-results/https://company-analysis.com/n/amd-third-quarter-2026-results/Wed, 04 Nov 2026 12:00:00 GMTAMD's server and AI chip business now makes up most of its revenue, and the company guides fourth-quarter revenue to about $17 billion.Semiconductors https://company-analysis.com/n/amgen-third-quarter-2026-results/https://company-analysis.com/n/amgen-third-quarter-2026-results/Wed, 04 Nov 2026 12:00:00 GMTNewer drugs offset steep falls in older bone medicines, and the weight-loss drug MariTide remains in late-stage trials.Biotechnology https://company-analysis.com/n/apple-fiscal-2026-fourth-quarter-results/https://company-analysis.com/n/apple-fiscal-2026-fourth-quarter-results/Wed, 04 Nov 2026 12:00:00 GMTApple's record September quarter came with a December margin outlook of 45 to 46 percent, which the company ties mostly to memory costs.Consumer electronics https://company-analysis.com/n/fiserv-third-quarter-2026-results/https://company-analysis.com/n/fiserv-third-quarter-2026-results/Wed, 04 Nov 2026 12:00:00 GMTThe write-down is non-cash and leaves the company's revenue outlook unchanged, while the savings target in its cost plan doubles to $1 billion.Payments technology https://company-analysis.com/n/job-openings-september-2026-jolts/https://company-analysis.com/n/job-openings-september-2026-jolts/Wed, 04 Nov 2026 12:00:00 GMTQuits reached 3.4 million and layoffs fell to 1.6 million; the BLS calls openings little changed, while Reuters says they rose.US labor market https://company-analysis.com/n/palantir-third-quarter-2026-results/https://company-analysis.com/n/palantir-third-quarter-2026-results/Wed, 04 Nov 2026 12:00:00 GMTU.S. commercial revenue of $984 million topped U.S. government revenue of $953 million, and the company raised its full-year revenue outlook.Enterprise software and AI https://company-analysis.com/n/study-vote-democrats-projected-to-win-house-and-senate/https://company-analysis.com/n/study-vote-democrats-projected-to-win-house-and-senate/Wed, 04 Nov 2026 12:00:00 GMTOutlets differ on the House count and two Senate races are uncalled; funding runs out Friday 11 December, before the new Congress is seated.US politics and policy https://company-analysis.com/n/amazon-third-quarter-2026-results/https://company-analysis.com/n/amazon-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTAWS grew at its fastest pace in nearly five years, while AI building turned a year of free cash flow into a $42.4 billion outflow.Online retail and cloud computing https://company-analysis.com/n/chevron-third-quarter-2026-results/https://company-analysis.com/n/chevron-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTRefining carried the quarter: downstream earnings more than quadrupled, by the desk's arithmetic, while the Middle East conflict cut output abroad.Oil and gas https://company-analysis.com/n/digital-realty-third-quarter-2026-results/https://company-analysis.com/n/digital-realty-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTA record $1.8 billion of signed rent has not started yet, and new leases take 17 months on average to begin paying.Data center real estate https://company-analysis.com/n/ecb-october-2026-rate-decision/https://company-analysis.com/n/ecb-october-2026-rate-decision/Fri, 30 Oct 2026 12:00:00 GMTA unanimous pause after two increases this year leaves December open, with energy pushing euro-area inflation to 3.8 percent.Central banking https://company-analysis.com/n/hershey-third-quarter-2026-results/https://company-analysis.com/n/hershey-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTPrice is carrying Hershey's sales while shoppers buy less, and the company cut its 2026 organic sales outlook to about 3 percent.Confectionery and snacks https://company-analysis.com/n/mastercard-third-quarter-2026-results/https://company-analysis.com/n/mastercard-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTServices grew faster than the network itself, while merchant settlements kept a litigation charge on the books ahead of a November court hearing.Payment networks https://company-analysis.com/n/merck-third-quarter-2026-results/https://company-analysis.com/n/merck-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTNewer drugs carried the quarter while profit fell on research and deal costs; about $550 million of sales came from purchase timing.Pharmaceuticals https://company-analysis.com/n/quanta-services-third-quarter-2026-results/https://company-analysis.com/n/quanta-services-third-quarter-2026-results/Fri, 30 Oct 2026 12:00:00 GMTThe grid contractor's signed and expected work grew by about $10 billion in three months, and it raised its full-year revenue range again.Electrical infrastructure contracting https://company-analysis.com/n/starbucks-fiscal-2026-fourth-quarter-results/https://company-analysis.com/n/starbucks-fiscal-2026-fourth-quarter-results/Fri, 30 Oct 2026 12:00:00 GMTBigger orders and fewer restructuring costs lifted margins; the China joint venture now shrinks the top line, and fiscal 2027 starts from there.Restaurants and coffeehouses https://company-analysis.com/n/study-five-economy-grew-at-3-4-percent-as-pce-inflation-hit-3-6/https://company-analysis.com/n/study-five-economy-grew-at-3-4-percent-as-pce-inflation-hit-3-6/Fri, 30 Oct 2026 12:00:00 GMTGrowth and inflation both ran hot into the Fed's December meeting, and the ten-year Treasury yield still eased to 4.98 percent.Rates and housing finance