Company Earnings

Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.

We see the company’s momentum in its core advertising business, as well as adoption of Muse, as early signals that the firm’s AI playbook is working.

Management cut capital spending plans for 2027 and 2028.

We maintain our fair value estimate for Netflix stock.

We still think SpaceX stock is significantly overvalued.

We think GM is showing confidence in its future performance.

We’ve slightly raised our fair value estimate of GE stock.

Consumer spending kept growing, and banks warned of a longer rate-hiking cycle. Here’s what to watch for.

As competitive threats loom, here’s what we’ll be looking for.

Amid volume concerns and rising inflation, here’s what we’ll be looking for.

We’ll be watching Muse agent adoption, revenue growth, and more.

Earnings from Tesla, Meta, and Netflix, plus new residential construction data.

Regional bank valuations are more attractive than money-center banks amid macro concerns.

We’re looking at news on advertising revenue, operating margins, and more in Netflix’s earnings report.

We think TSMC stock is moderately undervalued.

We do not think AI tools are a significant near-term threat to PNC’s deposit base, as banking relationships are built on trust.

We plan to lower our fair value estimate for Schwab stock by a low-single-digit percentage.

The week’s tech stock rout continues despite strong earnings from TSMC and ASML.

With high fuel prices threatening to slow airline capacity growth, here’s what we’re watching in GE Aerospace’s earnings.

We’ve lowered our fair value estimate of Bank of America stock.