US Stock Analysis & Earnings Insights

Explore company earnings, business models, market recaps and investor interviews. Understand the numbers, risks and catalysts behind US stocks.

Latest Earnings

October 29, 2026 U.S. stock-market close: Alphabet-led Nasdaq decline contrasts with gains in small caps and eight S&P 500 sectors

Market Wrap

US Stock Market Today 29 October 2026: Alphabet Slump Masks Broad Buying

Alphabet's 12.64% drop pushed the Nasdaq down 1.38% on October 29, 2026, even as small caps and eight S&P 500 sectors advanced. Explore verified earnings, yields, inflation and rotation.

October 30, 2026

Visa Q4 FY2026 earnings: net revenue $12.139 billion, adjusted diluted EPS $3.48 and 74.2 billion processed transactions

Earnings Insight

V Q4 FY2026 Earnings Analysis: Visa’s Growth Meets a Costlier Renewal Cycle

Visa beat Q4 FY2026 estimates, but client incentives and a larger renewal cycle shape the outlook. Examine…

October 29, 2026

ServiceNow Q3 2026 earnings: revenue $4.106 billion, adjusted diluted EPS $1.00 and current RPO $13.65 billion

Earnings Insight

NOW Q3 2026 Earnings Analysis: ServiceNow’s AI Growth Meets the Contract-Quality Test

ServiceNow Q3 2026 revenue rose 20.5%, but adjusted EPS missed estimates. Examine AI ACV, cRPO timing,…

October 29, 2026

Dario Amodei and Anthropic IPO letter analysis: safety gates, model releases and revenue timing, with the October 26, 2026 filing date and proposed ticker ANT.

Giants Insight

Tech Titan Dario Amodei: Anthropic IPO Letter Says Safety Can Override Revenue

Anthropic IPO letter analysis: Dario Amodei and co-founders weigh safety, revenue and control. Explore…

October 29, 2026

Costco business model and economic moat: fiscal 2026 net sales $297.2 billion, membership fees $5.91 billion, and U.S. and Canada renewal rate 92.3%.

Corporate DNA

Costco Business Model: Membership Economics and the Cost-Discipline Moat

Explore the Costco business model, Kirkland Signature, membership economics, cost advantages and the catalysts…

October 29, 2026

Microsoft MSFT Q1 2027 earnings: revenue $92.3 billion, Azure revenue $33.2 billion with 48% growth, and adjusted EPS $4.89.

Earnings Insight

MSFT Q1 2027 Earnings Analysis: Azure’s 48% Growth Meets the AI Cash-Return Test

MSFT Q1 2027 earnings analysis: Azure grew 48% as Microsoft beat revenue and EPS estimates. Explore guidance, AI…

October 29, 2026

Alphabet Q3 2026 earnings: revenue $127.58 billion, Google Cloud revenue $30.71 billion, Cloud growth 103%, and GAAP EPS $2.12.

Earnings Insight

GOOGL Q3 2026 Earnings Analysis: Cloud’s 103% Surge Meets a Cash-Flow Reckoning

Alphabet’s Q3 2026 earnings reveal 103% Google Cloud growth, an EPS miss and negative free cash flow. Explore…

October 29, 2026

US stock market closing analysis for October 28, 2026, highlighting the Federal Reserve decision, AI-led sector rotation and Treasury yields

Market Wrap

US Stock Market Today 28 October 2026: Fed Hold Masks a Narrow Rally

U.S. stocks edged higher after a divided Fed hold, but technology leadership and weak equal-weight breadth…

October 29, 2026

October 27, 2026 US market close: S&P 500 and Nasdaq gains, AI semiconductor leadership, and energy-sector weakness

Market Wrap

US Stock Market Today 27 October 2026: AI Chip Rally Masks a Divided Market

AI chip stocks lifted the S&P 500 and Nasdaq on October 27, 2026, but energy and Boeing lagged. Explore verified…

October 28, 2026

U.S. market close October 26, 2026: technology leads as Meta financing pressures communication services

Market Wrap

US Stock Market Today 26 October 2026: AI Rally Exposes Funding Risks

U.S. stocks rose as Anthropic's IPO filing revived the AI trade. Lumentum surged, Meta slid on a proposed $95…

October 27, 2026

Visa business model and global payment network, showing fiscal Q3 2026 net revenue of $11.6 billion and 71.7 billion processed transactions.

Corporate DNA

Visa Business Model: The Acceptance Network and Trust Behind Its Payments Moat

Explore the Visa business model, payment network effects, client incentives and the commercial payments and…

October 26, 2026

ASML business model and EUV lithography economics, with Q3 2026 net sales of €11.7 billion, service and field options of €3.3 billion, and gross margin of 57.5%.

Corporate DNA

ASML Business Model: The Technology and Switching-Cost Moat Behind EUV Lithography

ASML business model analysis: EUV technology, switching costs, installed-base revenue, Cymer's strategic role…

October 26, 2026

AT&T Q3 2026 earnings analysis showing revenue $32.3 billion, adjusted EPS $0.65 and free cash flow $5.0 billion.

Earnings Insight

AT&T Q3 2026 Earnings Analysis (T): Fiber Growth Meets the Cash-Flow Test

AT&T Q3 2026 earnings analysis: revenue and EPS beats, fiber economics, unchanged cash-flow targets, leverage,…

October 26, 2026

US Stock Market Today 29 October 2026: Alphabet Slump Masks Broad Buying

V Q4 FY2026 Earnings Analysis: Visa’s Growth Meets a Costlier Renewal Cycle

NOW Q3 2026 Earnings Analysis: ServiceNow’s AI Growth Meets the Contract-Quality Test

US Stock Analysis & Earnings Insights

US Stock Market Today 29 October 2026: Alphabet Slump Masks Broad Buying

V Q4 FY2026 Earnings Analysis: Visa’s Growth Meets a Costlier Renewal Cycle

NOW Q3 2026 Earnings Analysis: ServiceNow’s AI Growth Meets the Contract-Quality Test

Tech Titan Dario Amodei: Anthropic IPO Letter Says Safety Can Override Revenue

Costco Business Model: Membership Economics and the Cost-Discipline Moat

MSFT Q1 2027 Earnings Analysis: Azure’s 48% Growth Meets the AI Cash-Return Test

GOOGL Q3 2026 Earnings Analysis: Cloud’s 103% Surge Meets a Cash-Flow Reckoning

US Stock Market Today 28 October 2026: Fed Hold Masks a Narrow Rally

US Stock Market Today 27 October 2026: AI Chip Rally Masks a Divided Market

US Stock Market Today 26 October 2026: AI Rally Exposes Funding Risks

Visa Business Model: The Acceptance Network and Trust Behind Its Payments Moat

ASML Business Model: The Technology and Switching-Cost Moat Behind EUV Lithography

AT&T Q3 2026 Earnings Analysis (T): Fiber Growth Meets the Cash-Flow Test

META Q3 2026 Earnings Analysis: Revenue Beat Masks an AI Cash-Flow Reckoning

LRCX Q4 2026 Earnings Analysis: Record Margins and $8.1B Guide

QCOM Q3 2026 Earnings Analysis: Revenue Beat, Margin Squeeze and the AI Data Center Pivot

CCJ Q2 2026 Earnings Analysis: Pricing Power Outweighs the EPS Miss

CRWV Q2 2026 Earnings Analysis: Margin Inflection, $104B Backlog and a Bigger Capex Bet

Search Miracoup

US Stock Analysis & Earnings Insights