TOP1 Markets

ServiceNow (NOW) Stock Plunged Over 18% on Earnings Miss and AI Concerns: Is It a Good Buy Now?

ServiceNow's third-quarter results showed that demand for its enterprise workflow and AI-related products remains substantial ...
TOP1 Markets

Uber Is Growing 20% and Generating $10 Billion in Cash. Why Is the Stock at a 52-Week Low?

Profitability improved faster than revenue. Non-GAAP operating income rose 40% to $2.1 billion, or 3.7% of gross bookings, up ...
TOP1 Markets

Iovance’s TIL Therapy Is Finally Selling. Can Lung Cancer Data Take IOVA Further?

Iovance Biotherapeutics (NASDAQ: IOVA) rose about 12% after hours on October 28 after announcing positive results from the ...
TOP1 Markets

Ondas Grew Revenue 13-Fold. Why Is ONDS Stock Down 35% This Year?

Q3: Why is ONDS stock down in 2026? A3: ONDS is down about 35% in 2026 as investors weigh share dilution from equity raises, ...
TOP1 Markets

Microsoft Q1 FY2027 Earnings Preview: Azure Must Hit 45%, and Capex Must Start Paying Off

Microsoft (NASDAQ: MSFT) reports fiscal Q1 2027 results after the close, expected on October 28. Management set a high bar in ...
TOP1 Markets

Lockheed Martin’s Backlog Just Hit $292 Billion. How Much of It Is Locked In?

Lockheed Martin (NYSE: LMT) grew Q3 2026 sales 11% to $20.7 billion, beat estimates and raised full-year guidance for the second straight quarter. Backlog jumped 27% in one quarter to a record $292 ...
TOP1 Markets

Meta’s Ad Engine Is Accelerating. Why Did the Stock Fall 7% Anyway?

On earnings, Meta looks reasonably priced; on cash flow, it does not look cheap. Annualizing Q3’s adjusted EPS of $7.40 gives ...
top1markets

Neocloud Stocks Are Being Repriced as Credit Risks. Which Ones Can Survive?

Neocloud stocks, the companies that rent GPU computing power to AI labs, collapsed in October 2026. CoreWeave fell 36% for the month, Nebius about 27% and IREN about 32%. The selloff started in the ...
TOP1 Markets

Micron Trades Near 6 Times Forward Earnings. Is the Memory Supercycle Already Priced In?

By earnings multiples, Micron looks very cheap. Annualizing the fiscal Q1 EPS guide of $38.15 gives about $153, which puts a ...
TOP1 Markets

Broadcom’s AI Revenue Is Set to Quadruple. Why Is the Stock Well Off Its High?

Broadcom (NASDAQ: AVGO) grew AI semiconductor revenue 221% to $16.7 billion last quarter and guides to $58 billion this ...
TOP1 Markets

Lam Research Beat Again. Why Did LRCX Drop 7% After Hours?

Lam Research shares closed at $260.81 on October 21, 2026, then fell 7.38% to $241.57 in after-hours trading. The selloff came despite record revenue, record margins and a December-quarter guide above ...