— Heavy earnings week on deck across North America following a brutal tech sell-off that knocked nearly $1 Trillion off the Nasdaq as investors question AI spending timelines! Here are top watch items heading into the week: 1. U.S. Watch: All eyes are on $PLTR reporting after a massive run, alongside major health sector updates from Pfizer ($PFE), coming right on the heels of heavy drops in big tech like $GOOGL and Intel. 2. Canadian Watch: Key reports coming down the pipe from $BN and $CGX. 3. Market Outlook: From Wall Street to Bay Street, markets are dealing with soaring AI capital expenditures, interest rate decisions, and shifting tech sentiment driving sector-wide volatility. This is why holding a broad, all-in-one index fund like $XEQT, $ZEQT, or $VEQT keeps life peaceful, you own a diversified piece of everything without needing to sweat individual earnings rollercoasters or massive tech pullbacks! Prefer building your own mix? Core holdings like $VOO and $XIC do the heavy lifting too. Are you tracking any specific earnings reports this week, or staying locked into your core index funds? — This is for informational and educational use only. read more
$LMT just completed its $3.45B acquisition of Ultra Maritime, a defence company that specializes in detecting and countering submarine and underwater threats, which has operations in Dartmouth, Nova Scotia. It’s interesting to see investment like this happening in Canada. Also caught my eye how much interest the big defence players like $LMT have in this area. This really had me thinking about the valuations they’re willing to pay here…. $3.5B is huge…. It is possible $PNG could have some more looks in the future from massive companies as the demand for underwater technology continues to grow. $PNG$KRKNF$LMT
The week ahead is not just one story. It is a calendar. Tuesday brings the US midterm elections. Friday brings the October jobs report. In between, chips, rides and travel report. Here are 4 worth researching. 👇 📌 The Watchlist 1. Uber Technologies | $UBER: Ride hailing and delivery platform. It reports before the open on Wednesday, November 4, a read on trips, delivery demand and consumer spending. 2. Qualcomm | $QCOM: Smartphone, automotive and connected device chip maker, plus a chip licensing business. It reports after the close on Wednesday, November 4, a read on handset demand and AI devices. 3. Arm Holdings | $ARM: Chip architecture designer that licenses its designs to other chip makers. It reports after the close on Wednesday, November 4, a read on licensing demand across phones and AI hardware. 4. Airbnb | $ABNB: Marketplace for short term stays and experiences. It reports after the close on Thursday, November 5, a read on travel bookings and demand into the holiday season. 📌 The Part Worth Saving An earnings date is a reason to research a stock. It is not a reason to buy blindly. Look for: - Guidance for the next quarter, not just the headline beat or miss - What drove the result: demand, pricing, costs or one time items - Whether the same story shows up in peers reporting the same week - How much of the move is the market, not the company - A plan for volatility around the print, before the print The best question: Which of these four reports tells you the most about the consumer, and which tells you the most about AI hardware? Education only, not financial advice.read more
Monday and Tuesday bring the next earnings test. Apple reports under a new CEO, Palantir faces a bar set above its own guidance, and two AI hardware names report after a rough Friday for chips. Here are 4 worth researching. 👇 📌 The Watchlist 1. Apple | $AAPL: Makes the iPhone, Mac, iPad and Services. Reports fiscal Q4 Monday, November 2 after the close, its first quarterly call hosted by CEO John Ternus, with analysts expecting revenue of about $113 billion. 2. Palantir | $PLTR: Builds AI data software for government and commercial customers. Reports Q3 Monday, November 2 after the close, having guided revenue to $2.160 billion to $2.164 billion while consensus sits near $2.18 billion, above its own range. 3. Advanced Micro Devices | $AMD: Makes CPUs and AI accelerator chips. Reports Q3 Tuesday, November 3 after the close, having guided revenue to about $13 billion, plus or minus $300 million, with gross margin near 56%. 4. Super Micro Computer | $SMCI: Builds AI server systems. Reports fiscal Q1 Tuesday, November 3, after raising its preliminary revenue outlook to $18.5 billion to $19.5 billion from $14.5 billion to $15.5 billion, citing stronger AI platform demand. 📌 The Part Worth Saving A strong quarter is a reason to research a stock. It is not a reason to buy blindly. Look for: - Guidance for next quarter, not just the headline result - Whether the bar was the company's own guide or a higher consensus - Margin pressure, especially from rising memory costs - Preliminary figures flagged as unaudited, as with Super Micro's update - Real revenue growth behind the AI story, not just a raised outlook The best question: Which of these four reports will you judge on next quarter guidance, not just the headline beat or miss? Education only, not financial advice.read more
$RKLB + Iridium will go down as one of the best acquisitions of 2026. In short, Rocket Lab is on pace for about ~$940M FY2026 revenue. Add Iridium’s $872M annual revenue. That’s $1.8B combined. Which is 2x Rocket Lab’s revenue base before Neutron even scales. And people are still scared of a quarter “delay” for Neutron. read more
Feels so weird as an Albertan how we aren’t falling back an hour for day light savings. Since everyone else is, the stock market will now open 8:30am instead of 7:30am and futures come out at 5:00pm instead of 4:00pm for us Albertans. I’ve been waiting for futures for the last 30 minutes haha..
Top 7 of my favourite stocks to take advantage of during this weakness: 1. $NBIS Nebius Group 2. $AEHR Aehr Test Systems 3. $ASTS AST SpaceMobile 4. $BE Bloom Energy 5. $CRDO Credo Technology 6. $LITE Lumentum Holdings 7. $PENG Penguin Solutions Your future self will thank you.. read more
MASSIVE week ahead for earnings… Here’s what I’m watching👇 Monday: $PLTR$AAPL Tuesday: $SHOP$AMD$ANET Wednesday: $UBER$APP‼️ $MELI ‼️ Thursday: $NET$ABNB Friday: $ENB Wednesday is a huge day for my portfolio with Applovin and Mercado Libre both reporting, 2 of my largest positions. What are you watching??👇 read more
Reminder that regular stock market trading hours have shifted one hour later until March 9, 2027 for those provinces that did not change their clocks British Columbia: 7:30am to 2pm Alberta/Northwest Territories: 8:30am to 3pm Manitoba/Parts of Northern Ontario: 9:30am to 4pm Futures/Overnight Trading are also start one hour later on Sunday evening
My screener flipped to RISK-OFF 🔴 Defensive sectors: +1.8% Offensive sectors: 0.0% SPY and QQQ both below their 50-day. The macro tape is talking. Are you listening?
🖥️ Portfolio 4 (Not listed on Blossom) 📉 MARKET REACTION: $GOOG🔻12.3% at closing after results (earnings miss & increased AI spending) 🥊 DILUTED EPS: $2.12 vs $3.02 estimate (🔻26% YoY)—an $8.7B equity investment loss reduced EPS by approximately $0.55 💵 REVENUE: $127.58B vs $128.2B estimate (🔺25% YoY)—13th consecutive quarter of double-digit revenue growth!🔥 💰 OPERATING INCOME: $40.58B (🔺30% YoY) 📢 DEMAND SIGNAL: Accelerating demand for Google Cloud AI infrastructure and enterprise AI solutions 🦾 GOOGLE SEGMENT REVENUE: 🔍 Google Search & Other $63B🔺12% 📺 YouTube Ads $11B🔺9% 📱 Subscriptions & Devices $14B🔺11% ☁️ Google Cloud $30.7B🔺103%—more than doubled!🚀 🤖 GEMINI APP MILESTONE: Gemini reached 1 billion users—the fastest-growing product in Google’s history!🤯 📏 OPERATING MARGIN: 32% (🔺from 31% YoY) 🏗️ Q3 CAPITAL EXPENDITURES: $51.36B (🔺from $23.98B in Q3 2025)—more than doubled⚠️ 🔭 2026 CAPEX GUIDANCE: $195B–$205B reaffirmed from July ⚙️ OPERATING CASH FLOW: $42.29B (🔻12.6% YoY) 🌊 FREE CASH FLOW: -$9.07B (🔻from -$5.85B in Q2 2026) 💬 $GOOGL is literally paying the price to build the future of AI, while Google Cloud is flexing an absolute glow-up! High-conviction play doing high-conviction things, I’m holding long term! Hit the link to stay in the Google loop!👇 🌼 https://link.blossomsocial.com/7uYa/1cylxcar ℹ www.sec.gov/Archives/edgar/data/1652044/000165204426000080/googexhibit991q32026.htm?utm_source=chatgpt.com ℹ www.stocktitan.net/articles/alphabet-q3-2026-earnings-google-cloud-doubles-search-slows?utm_source=chatgpt.comread more
