SK Hynix Crashes 15% and Resets the Memory Trade
SK Hynix fell 15.4% in Monday trading in Seoul. The question is whether Friday's US logic bid survives the memory repricing.
Read the researchThe names the terminals skip
A shortlist curated by hand: overlooked names we chose to cover, each with a single sentence thesis and the full research behind it. Editorial judgment, not a screen.
Hyperscaler Capital Commitments Are Structurally Locked and Irreversible
Record infrastructure spending consumes the vast majority of operating cash flows, leaving platforms exposed to a prolonged monetization lag.
Read the researchSelective Capital Flows Drive Divergence in Chinese Technology ADRs
A recent rally reveals a sharp performance gap between leading ecommerce platforms and legacy gaming or search peers.
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Top Stories
Updated · 2026-10-20
Weatherford International quarterly revenue falls 7.2% to $1.14 billion
Weatherford International's revenue is still shrinking. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Qcr quarterly net revenue falls 2.2% to $99.2 million
Nicolet Bankshares quarterly net revenue jumps 69.5% to $174.4 million
Hancock Whitney quarterly net revenue rises 8.9% to $420.1 million
Pegasystems quarterly revenue rises 3.1% to $393.4 million
Agree Realty quarterly revenue rises 16.7% to $213.9 million
Agree Realty's revenue growth is holding steady. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
East West Bancorp quarterly net revenue rises 5.7% to $822.7 million
East West Bancorp's revenue growth has more than halved. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Intuitive Surgical quarterly revenue rises 21.7% to $3.05 billion
Intuitive Surgical's revenue growth is speeding up. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Netflix quarterly revenue rises 11.8% to $12.87 billion
Netflix's revenue growth is slowing. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Capital City Bank quarterly net revenue falls 2.3% to $64.4 million
Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Mueller Industries quarterly revenue jumps 31.6% to $1.42 billion
Mueller Industries' revenue growth is speeding up. Results for the quarter ended September 26, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Mercantile Bank quarterly net revenue rises 17.3% to $73.2 million
Mercantile Bank's revenue growth is speeding up. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.
Commerce Bancshares quarterly net revenue rises 12.1% to $494.3 million
Commerce Bancshares' revenue growth is holding steady. Results for the quarter ended September 30, 2026, from the earnings release filed with the SEC on Oct 20, 2026.