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Company filings, earnings and corporate actions.

Companies

GM narrows 2026 guidance and authorizes a new $20 billion share buyback

General Motors reported $50.0 billion of Q3 revenue, $4.1 billion of adjusted EBIT and a new $20 billion multi-year repurchase authorization.

Oct 20, 2026Maya Chen

Companies

Anthropic IPO S-1 Could Arrive Within Days. Here\u2019s What Investors Should Watch

Anthropic has already submitted a confidential draft S-1. A public filing could arrive within days, giving investors their first verified look at the AI company’s economics, compute commitments and IPO risks.

Oct 22, 2026Maya Chen

Companies

Tesla earnings are Wednesday: consensus points to 17.9% gross margin and a $4.5 billion free-cash-flow deficit

Tesla reports Q3 after the close Oct. 21. Company-compiled consensus is $28.34B revenue, 17.9% gross margin, $0.23 GAAP EPS and about -$4.5B free cash flow.

Oct 20, 2026Maya Chen

Companies

SpaceX Q3 earnings: AI compute, Starlink cash flow and financing are the questions to watch

SpaceX is due to post third-quarter 2026 results after the close Tuesday, with a 4:30 p.m. ET webcast. Here are the market questions that matter most.

Oct 20, 2026Maya Chen

Companies

Microsoft, Alphabet and Amazon Report Right After the Fed. AI Capex Is the Test

Microsoft and Alphabet report after the Oct. 28 Fed decision, with Amazon following Oct. 29. The key market question is shifting from AI demand to who can fund the buildout without crushing cash flow.

Oct 23, 2026Evan Mercer

Companies

SpaceX is reportedly seeking 80,000 U.S. cell sites. Here’s what that would change

Reported talks for access to at least 80,000 U.S. cell sites would move SpaceX closer to a terrestrial nationwide network — and create very different implications for tower owners and wireless carriers.

Oct 23, 2026Maya Chen

Companies

SpaceX and Tesla Form Merger Committees: What a Potential Deal Means for AI, Governance and Capital

Musk says combining SpaceX and Tesla is a good idea, but no terms exist. Investors now have to price conflicts, capital allocation, regulation and a deal spanning AI, chips, robotics and space.

Oct 21, 2026Maya Chen

Companies

Supermicro’s Preliminary Q1 Sales Jump Above Guidance — and the Margin Beat Matters Too

Supermicro estimates $18.5–$19.5 billion of fiscal Q1 2027 revenue versus prior guidance of $14.5–$15.5 billion, with gross margin also above its earlier range.

Oct 21, 2026Maya Chen

Companies

Netflix Q3 margin beats, but 2026 ad revenue outlook slips to about $2.7 billion

Netflix posted a 34.6% Q3 operating margin, but cut its 2026 ad revenue expectation to about $2.7 billion from roughly $3 billion as ad-product rollout lagged.

Oct 20, 2026Maya Chen

Companies

SpaceX Q3 revenue jumps 161% as AI surges — and capex reaches $19.6 billion

SpaceX reported $14.6 billion of Q3 revenue, $4.4 billion of net income and $19.6 billion of capex. The market read-through is now returns on AI infrastructure, not access to capital.

Oct 20, 2026Maya Chen

Companies

Meta\u2019s New Class C Stock: What It Means for AI Funding and Zuckerberg Control

Meta is creating non-voting Class C shares as AI spending climbs. Here is what the structure changes, what it does not, and why Proposition 40 matters.

Oct 22, 2026Maya Chen

Markets

AI financing stress is spreading from neocloud debt to the IPO market

Rising borrowing costs, neocloud credit stress and a tougher IPO market are forcing investors to separate explosive compute demand from the returns earned on the capital financing it.

Oct 20, 2026Maya Chen