➀ AI laptops like Microsoft's Copilot+ PCs face uncertain future; ➁ Micron's Q3 earnings weaker than expected; ➂ AI PC and smartphone 'supercycle' not materializing as projected

1. Nvidia's (NVDA) fiscal third quarter results are scheduled for Wednesday, following its strong performance in the AI boom. 2. Investors will also look at Walmart (WMT) and Target's (TGT) earnings to gauge consumer sentiment. 3. The economic calendar is light next week, with housing market updates and jobless claims, and Federal Reserve officials' speeches will be closely watched.

1. Nvidia is expected to report strong Q3 2025 earnings growth of 84.7% and revenue growth of 83.3%. 2. Despite strong earnings, Nvidia's stock may not rise post-results due to high implied volatility and potential market maker adjustments in options trading. 3. Analysts' current revenue estimates for Q3 seem low, suggesting Nvidia might report higher-than-expected results and provide robust Q4 guidance.

1. Grab recently reported a strong Q3 earnings, with shares rising 11%; 2. The company has become FCF positive and reported its second quarter of positive net income; 3. Grab's transition from a cash-burning business to a profitable entity is expected to drive share price appreciation.

1. FreightCar America's Q3 2024 results showed a positive EPS surprise but missed revenue targets, leading to a 36% drop in share price. 2. Despite market concerns, the share price drop seems overblown given RAIL's maintained guidance and market share gains. 3. Tariff impacts on steel costs are a concern, but the risk is mitigated by low reliance on Chinese imports. 4. The delay in warrant exercise provides a buffer against immediate dilution, presenting a potential buying opportunity.

1. Headwater Exploration shows resilience with strong earnings despite lower oil prices; 2. The Clearwater basin offers low-cost production with rapid cash flow growth; 3. Technological advancements expand heavy oil production possibilities; 4. Discovery of 24 API oil could enhance profitability; 5. Capital budget expanded despite commodity price weakness.

➀ The highest-paid dead celebrities of 2024 earned a combined total of $1.1 billion. Michael Jackson topped the list with $600 million, followed by Queen's Freddie Mercury with $250 million. ➁ The earnings come from posthumous sales of rights, catalogues, and successful musicals. ➂ Notable figures include Dr. Seuss, Elvis Presley, Prince, Bob Marley, and Charles M. Schulz.

1. Block plans to release its Q3 results on November 7th after market hours; 2. Valuations appear cheap due to management's OPEX control and healthy EBITDA dynamics; 3. SQ's earnings estimates have been lifted by 4% over the past 3 months, and the transition to the 40% rule improves cash conversion and buyback momentum.

1. Pfizer has exceeded analyst estimates on both top and bottom lines and raised its full-year guidance. 2. Investors have not responded positively to the earnings news due to the significant portion of growth being driven by Covid-19 related products or non-recurring items. 3. Based on a single stage dividend discount model and traditional price multiples, PFE appears undervalued, suggesting the current price level could be attractive for initiating a position.

1. Amazon reported another strong quarter with all business segments except 1P showing double-digit growth rates. 2. AWS and advertising both grew at 19% YoY. 3. Both North America and international segments posted their seventh consecutive YoY operating margin improvement.

1. Palantir is poised for significant growth across its government and commercial customers; 2. The Q3'24 forecast calls for revenue of $720mm, exceeding guidance; 3. Despite high valuation, the addition to the S&P 500 and strong momentum suggest Palantir shares can sustain higher valuations.

1. Google's Q3 earnings exceeded expectations, driven by strong Search and Cloud growth; 2. Cloud revenues surged 35% year-over-year; 3. Google returned 87% of its free cash flow to shareholders in the third quarter.

1. PayPal shares have surged 37.56% since July, driven by new leadership and strategic partnerships; 2. Q3 earnings exceeded EPS estimates by over 12%; 3. Key partnerships with Amazon, Shopify, and Apple strengthen PayPal's market position.

1. Philip Morris International reached a new all-time high after a strong Q3 earnings report, driven by double-digit net revenue growth and raised FY 2024 guidance. 2. The company's non-traditional products, especially IQOS and ZYN, are growing significantly faster than traditional tobacco, boosting overall gross profit growth. 3. PM raised its FY 2024 adjusted earnings guidance, expecting up to a 7.3% year-over-year growth, and the company maintains a strong dividend coverage ratio. 4. The author believes that Philip Morris is likely more than fairly valued and suggests waiting for a drop towards $107 per-share before buying.

1. Maintain a buy rating on Zeta Global Holdings stock due to strong earnings performance, positive free cash flow, and bullish guidance figures. 2. ZETA's Q2 results showed significant revenue and adjusted EBITDA growth, driven by strong AI adoption and robust customer engagement. 3. Despite a recent pullback, ZETA remains sharply above early-August levels, with a favorable risk/reward setup approaching the $24 support level.

1. Tesla's post-earnings surge of 20% recovers most recent losses; 2. Q3 earnings release supports the thesis that the worst is behind the EV leader; 3. The market's skepticism about Tesla's high valuation and autonomous driving ambitions is discussed.

1. Tesla's shares are up over 11% after strong Q3 earnings and production outlook; 2. CEO Elon Musk highlights record quarter and low car production costs; 3. Tesla plans to produce more affordable models in 2025 and increase production by 20%-30% next year.

1. Tesla reported EPS of $0.72, beating expectations by $0.12; 2. Revenue reached $25.18B, with a 7.85% year-over-year growth rate; 3. The revenue missed the estimate by $304.23M.

1. Meta's stock has significantly outperformed since the last earnings due to better monetization of its AI investments; 2. The outperformance can continue due to rapid returns in AI services for advertisers; 3. Meta is well positioned to beat Apple in AR/VR due to higher spending ability and focus; 4. The company's long-term ability to build a strong product, platform, and services lineup should be a positive for the stock; 5. Despite recent gains, Meta's stock is trading at a modest 20x its EPS estimate for fiscal year 2026, making it a good long-term buy-and-hold option.