LG Energy Solution expects third-quarter operating profit to rise 25.7% to 756 billion won, or 339.1 billion won without US tax credits. Analysts cited by Channel NewsAsia trace the beat to a one-off payment from an automaker that missed its purchase minimums, a sign of weak EV demand.
Perspective Coverage
5 publishers
- Builder
- Builder 10%
- Operator
- Operator 34%
- Investor
- Investor 56%
Reality
- Evidence70
- Adoption50
- Hype gap+30
- Incentives55
- Confidence70
Seven & i's quarterly profit fell as its Japanese stores weakened and high fuel prices lifted its North American 7-Eleven chain. Overseas store profit rose 19% and Japan's fell 14%, Quartz reported, so most of the group's operating profit now comes from a unit it has yet to list.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives45
- Confidence55
Fast Retailing posted a fifth straight year of record profit as overseas growth overcame a weak yen. Its North American and European stores outsold Greater China for the first time, the company said, yet it guides net profit up just 3.2% next year.
Reality
- Evidence70
- Adoption
- Not scored
- Hype gap+10
- Incentives45
- Confidence72
US stock futures slid from record highs on Wednesday and Thursday as oil rose and the 10-year Treasury yield sat between 5.28% and 5.33%. With FactSet expecting 29.5% third-quarter earnings growth, how far the rally runs now depends on whether oil keeps pushing bond yields up.
Perspective Coverage
4 publishers
- Builder
- Builder 5%
- Operator
- Operator 16%
- Investor
- Investor 79%
Reality
- Evidence64
- Adoption
- Not scored
- Hype gap−15
- Incentives
- Not scored
- Confidence68
Apple reports fiscal fourth-quarter results on November 2 against its own forecast of 9% to 11% revenue growth, in John Ternus's first call as CEO. Hardware buyers should listen for what he and CFO Kevan Parekh say about memory pricing and supply.
Reality
- Evidence60
- Adoption
- Not scored
- Hype gap+10
- Incentives
- Not scored
- Confidence70
S&P 500 and Nasdaq closed at records as the 10-year Treasury yield slipped 3.2 basis points to 5.279%. Stocks and yields have risen together for months and profits are forecast up 30.6%, so earnings look like the bigger force under the index.
Reality
- Evidence70
- Adoption
- Not scored
- Hype gap+20
- Incentives
- Not scored
- Confidence65
Goldman expects Nvidia and Micron to supply a third of S&P 500 earnings growth
S&P 500 stocks hit a record on tech gains as Goldman Sachs forecast that Nvidia and Micron would supply a third of the index's third-quarter earnings growth. That leaves the season's headline growth rate dependent on two chip suppliers.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+15
- Incentives
- Not scored
- Confidence45
Nike now expects fiscal 2027 revenue to fall after $11.21 billion in first-quarter sales missed estimates and Greater China sank 26% currency-neutral. Its Pace overhaul adds about $300 million of charges this fiscal year, with role cuts from 2027 and savings stretching to 2031.
Perspective Coverage
4 publishers
- Builder
- Builder 4%
- Operator
- Operator 36%
- Investor
- Investor 60%
Reality
- Evidence74
- Adoption
- Not scored
- Hype gap+5
- Incentives35
- Confidence68
Shein's profit margin shrinks to 2.1% from 6.2% in its first post-IPO results
Shein's quarterly profit fell 67% in its first results since listing, and its shares dropped as much as 14% in Hong Kong on Tuesday. At about $17 billion, against $26 billion at its September 1 debut, the price now depends on whether the thinner margin is temporary.
Reality
- Evidence62
- Adoption
- Not scored
- Hype gap0
- Incentives40
- Confidence65
More than $100 billion in tariff money has gone back to importers, adding an estimated 0.2 point to third-quarter GDP. It does not repeat, and much of it is already promised to someone else.
Reality
- Evidence58
- Adoption60
- Hype gap+35
- Incentives55
- Confidence62
Oracle's cloud infrastructure unit produced 92% of the quarter's revenue growth
Almost all of Oracle's near-30% revenue growth came from the single segment that rents AI servers. The buildout behind it runs on debt, and the backlog it feeds is nearly half one customer's contract.
Reality
- Evidence62
- Adoption70
- Hype gap+20
- Incentives60
- Confidence58
Cloud infrastructure revenue more than doubled to $7.4bn and the contracted backlog reached $664bn, while the $28.5bn Oracle put into capacity in three months turned a record $23.1bn of operating cash flow into free cash flow of negative $5.4bn.
Perspective Coverage
7 publishers
- Builder
- Builder 10%
- Operator
- Operator 21%
- Investor
- Investor 69%
Reality
- Evidence72
- Adoption70
- Hype gap+20
- Incentives62
- Confidence70