TSMC Q3 2026 Profit Surges 69% as 2nm Node Revenue Debuts
TSMC reported Q3 2026 net profit up 68.7% to NT$763.06B with 2nm shipments debuting at 8% of wafer sales, guiding Q4 revenue to between $52.3B and $54.3B.
Stocks
Company-focused analysis of public equities, including earnings, strategy, valuation inputs, and catalysts. Each article aims to move beyond the headline by explaining the relevant financial evidence.
Morgan Stanley Q3 Profit Rises to $4.9B on Record Wealth Inflows
Morgan Stanley reported Q3 2026 net revenues of $20.3 billion and net income of $4.9 billion, driven by $232 billion in net new wealth assets.
Goldman Sachs Q3 Profit Surges 33% on Equities and M&A Boom
Goldman Sachs reported Q3 2026 net earnings of $5.29 billion as equities trading jumped 72% and investment banking fees reached $3.22 billion.
UnitedHealth Lifts 2026 Outlook as Q3 Operating Profit Jumps 52%
UnitedHealth Group reported Q3 2026 operating earnings of $6.6B on $112.7B in revenue, cutting its medical care ratio to 88.4% and raising full-year adjusted EPS guidance.
Albertsons Seeks $9.3B From Kroger as Deal Fight Heads to Trial
Albertsons demands $9.3B from Kroger in Delaware Chancery Court, seeking lost shareholder premium and a $600M breakup fee ahead of trial.
Gran Tierra Holders Approve $1.33B Latin America Asset Sale
Gran Tierra Energy stockholders approved the $1.33B sale of Colombian and Ecuadorian businesses to Maurel & Prom, positioning the company to become debt-free.
Delta Air Lines Cuts 2026 Profit Outlook on Fuel Surge
Delta Air Lines posted record Q3 revenue of $20.2B but lowered full-year 2026 adjusted EPS guidance to $5.10–$5.60 as fuel expenses jump $6B.
American Express Fined $350M in AML Settlement; Guidance Intact
American Express agreed to a $350M penalty and Fed consent orders over AML compliance while leaving full-year 2026 and 2027 guidance unchanged.
PepsiCo Q3 Revenue Rises 5.6% to $25.3B; Core EPS Beats at $2.34
PepsiCo posted Q3 2026 net revenue of $25.27B, up 5.6%, and core EPS of $2.34, while updating full-year core constant currency EPS guidance to 1% to 2%.
Applied Digital Q1 Revenue Surges 322% to $341.9M
Applied Digital posted Q1 FY27 revenue of $341.9 million, up 322% YoY, backed by $36 billion in contracted backlog and 250 MW live at Polaris Forge 1.