Today, AlphaSense launches SuperAnalyst, our next-generation agent powering high-value financial and strategic workflows. For 15 years, we've built the trusted intelligence system for the investors and operators making the biggest bets in business. Now SuperAnalyst takes it further, operating 24/7 to plan, execute, monitor and update complex workflows using AlphaSense intelligence, customer context and purpose-built AI infrastructure. Trusted by the world's largest enterprises, SuperAnalyst brings together domain-specific AI, our Context Graph and purpose-built Skills to execute workflows at superhuman speed, grounded in trusted intelligence. Read the full announcement: alpha-sense.com/press/alphas…

Security is the top barrier to further genAI investment, and it’s holding back adoption in every region. The pressure is most pronounced in Asia-Pacific, where more than half of respondents say security is preventing broader adoption. We break down how genAI is creating new cybersecurity risks and opportunities, which markets are most affected, and what it means for enterprise AI strategy. Read the full findings: alpha-sense.com/resources/re…

What are 9,000 senior experts saying about your companies this quarter? Channel Check Intelligence reads across every interview for you, surfacing the trends and inflection points that matter most, plus the KPI ranges experts are citing vs. prior quarters. Hear Jack Kokko introduce it live at #AlphaSummit ⤵️

$TSLA CEO Elon Musk says he expects AI, electromechanical design, reliability, and usage duration issues for Optimus to be solved around the end of next year, which is when they would start delivering to companies outside Tesla. He remains convinced Optimus and humanoid robots generally will be the biggest product on Earth, with no one even close to Tesla on a general-purpose humanoid robot. On Terafab, machinery commissioning begins in the first half of next year, with a first test chip targeted around May or June and useful chip volume production around Q3 2028, which he believes will become the most valuable building in the world, with economic value placing it among the top 20 countries.

$META CEO Mark Zuckerberg says Muse has more than 10 million users in the US and Canada despite not yet launching globally due to compute intensity constraints, meaning uptake would likely be significantly larger with broader rollout. He aims to build enough compute to eventually serve a billion-plus people if certain efficiency targets are met, with Muse Spark currently the free tier default and Muse Wonder available in paid tier while they work on a more efficient version for broader rollout. On enterprise, near-term offerings center on the model API, Muse Code, and Meta Business Agents, with a longer-term vision of a broader Muse network where agents help run small businesses, work within corporate environments, and let people interact directly with businesses’ agents rather than navigating to websites.

$TXN CEO Haviv Ilan says demand broadened across industrial, automotive, and data center markets, strong across the board in markets, sectors, and regions, putting some pressure on lead times which ticked up slightly. He believes TI remains the most competitive supplier in terms of lead time and best positioned to support growing demand, with investments in inventory and capacity continuing to ramp factories to support revenue growth moving forward.

$URI Earnings: - Total revenue of $4.893 billion, including rental revenue of $4.316 billion. - Net income of $920 million, at a margin of 18.8%. GAAP diluted earnings per share (“EPS”) of $14.77, and adjusted EPS of $15.55. Matthew Flannery, chief executive officer of United Rentals, said, “I’m very pleased with our third-quarter results, which are a testament to our strategy, our team’s dedication to our customers, and the unmatched breadth and scale of our premier offering. We continued to lean into growth across both our general rentals and specialty businesses with the momentum from the first half of the year carrying through the quarter.” Flannery continued, “As we look ahead, we believe we are uniquely positioned to outperform the industry through our broad footprint, unmatched one-stop-shop offering, exceptional levels of service, leading technology and unwavering commitment to safety. Our raised guidance reflects this, and is supported by our customers’ confidence, their backlogs, and the momentum we see across large projects. I am very proud of the company we continue to build, underpinned by a well-proven strategy of supporting our customers while also driving profitable growth and strong through-cycle free cash flow generation. Combined with prudent capital allocation, this will continue to deliver compelling long-term value for our shareholders.” research.alpha-sense.com?doc…

$IBM Earnings: - Revenue of $17.1 billion, up 5 percent, up 6 percent at constant currency - EPS: $2.31 - Gross Profit Margin: GAAP: 56.8 percent, down 50 basis points; Operating (Non-GAAP): 58.5 percent, down 20 basis points - Software — revenues of $7.8 billion, up 8 percent, up 9 percent at constant currency - Consulting — revenues of $5.3 billion, flat, up 2 percent at constant currency - Infrastructure — revenues of $3.7 billion, up 4 percent, up 5 percent at constant currency "Disciplined execution throughout the quarter drove accelerated revenue growth and strong free cash flow. Our clients are now deploying Super Intelligence in ways that transform entire operating models, instead of simply addressing narrow or novel problems. IBM's technology and expertise are helping organizations drive growth and serve customers with greater speed, precision and efficiency than ever before," said Arvind Krishna, IBM chairman, president and chief executive officer. "For the full year, we continue to expect constant currency revenue growth in the range of four-to-five percent, and we now expect free cash flow to increase by more than $1 billion year-over-year." "Demand across our portfolio combined with strong operational execution led to accelerated growth and solid operating pre-tax margin expansion in the quarter," said James Kavanaugh, IBM senior vice president and chief financial officer. "Just as we are helping clients extract value from their operations with Super Intelligence, we are driving tangible returns through our productivity initiatives inside IBM. This approach fuels profit and free cash flow growth and enables us to continue to invest in our business while returning value to shareholders through our dividend." research.alpha-sense.com?doc…

$LVS Earnings: - Net Revenue $3.22 billion - Net Income $352 million - Diluted Earnings per Share $0.48 - Consolidated Adjusted Property EBITDA $1.12 billion - LVS Repurchased $950 million of Common Stock During the Quarter - LVS Board of Directors Announced a 20% Increase in - LVS's Recurring Common Stock Dividend for the 2027 Calendar Year, Raising the Annual Dividend to $1.44 per Share ($0.36 per Share per Quarter) "We continued to execute our strategic objectives during the quarter in both Singapore and Macao while increasing the return of capital to shareholders, including through the repurchase of $950 million of our common stock during the quarter," said Patrick Dumont, chairman and chief executive officer. "At Marina Bay Sands in Singapore, we delivered solid financial performance.  We remain enthusiastic about our growth prospects in Singapore both today and upon the completion of our ongoing expansion project, which will meaningfully increase our suite capacity and entertainment offerings, including through the introduction of an arena designed to be the most important entertainment venue in the region. "We are encouraged by our progress in Macao during the quarter, with our ongoing investments in enhanced service and hospitality offerings contributing to growth in volumes across all gaming segments as compared to the prior year. "We remain confident in our long-term strategy in both Singapore and Macao and will continue to invest in future growth.  We are fortunate to have the balance sheet and cash flow strength to support our meaningful capital investment programs, positioning our portfolio of properties to capitalize on the growing demand for premium travel and world-class entertainment experiences in the region. "We strongly believe that our people, our products and our focus on delivering outstanding service, hospitality and entertainment experiences to our customers will drive growth for the company and deliver strong returns to our shareholders in the years ahead." research.alpha-sense.com?doc…

$LRCX Earnings: - Revenue of $8.22 billion. - U.S. GAAP gross margin as a percent of revenue of 52.3%, U.S. GAAP operating margin as a percent of revenue of 40.0%, and U.S. GAAP diluted EPS of $2.19. - Non-GAAP gross margin as a percent of revenue of 52.4%, non-GAAP operating margin as a percent of revenue of 40.2%, and non-GAAP diluted EPS of $2.20. "With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter," said Tim Archer, Lam Research's President and Chief Executive Officer. "Our strategic investments in technology inflections and manufacturing capacity are paying off, strengthening our ability to outgrow the wafer fabrication equipment market as the industry expands." research.alpha-sense.com?doc…

$TSLA Earnings: - Revenue: $28.05B - Adj EPS: $0.48 - Operating Income: $718M - Automotive Revenue: $20.56B - Services & Other Revenue: $4.61B "In Q3, we maintained strong momentum on many projects spanning Super Intelligence (SI), robotics and renewable energy that will be critical to building a future of Amazing Abundance. Strength in our core business also continued, and we achieved our second consecutive quarter of TTM revenue in excess of $100B. FSD (Supervised) attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. We started providing Robotaxi rides using Cybercabs on September 3 in Austin. Cumulative unsupervised Robotaxi miles grew eightfold quarter over quarter, driven by sustained double-digit weekly growth. We ended the quarter with the largest backlog for our passenger vehicles in four years. We rolled out the updated Tesla Semi that is produced on our high-volume manufacturing line in Nevada and unveiled the Next Gen Roadster on October 15. While battery availability continued to be the limiting factor in increasing auto volumes in the quarter, we have made additional progress in securing future supply, as we work toward our goal of maximum utilization of our factories. Demand for our Energy Storage business remained strong in the quarter, with our highestever order rate and backlog. Energy storage is the fastest way to add power to the existing grid and is critical to data center uptime. We expect rising data center demand to continue driving demand for our products. Megafactory Texas began production, with planned capacity of 50 GWh. We also advanced LFP supply domestication in the U.S., shipping the first Megapacks built with LFP cells from our factory in Nevada. We continue to invest in the future through R&D and Capex spend across our businesses, including SI, robotics and energy. Much hard work lies ahead, but we are as optimistic as ever. Thank you to our supporters as we continue to execute on many challenging and important projects."

$TXN Earnings: - Revenue: $6.06 billion - Diluted earnings per common share: $2.62 - TI's fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79. research.alpha-sense.com?doc…

$META Earnings: - Revenue was $64.60 billion, an increase of 26% year-over-year on both a reported and constant currency basis. - EPS: $3.83 - Total costs and expenses were $51.61 billion, an increase of 68% year-over-year. - Capital expenditures, including principal payments on finance leases, were $34.91 billion. "We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model," said Mark Zuckerberg, Meta founder and CEO. "Our investments are paying off, the core business is strong, and we're seeing velocity across the board." research.alpha-sense.com?doc…

75% of investment banking leaders say AI helps them make better decisions, the highest rate of any business or finance industry we surveyed. The use cases range from building industry primers and buyer universes in seconds, to generating pitchbooks in a fraction of the time, to accelerating valuation and comps modeling, to surfacing C-suite priorities and risks ahead of a client meeting. We break down the top AI use cases, benefits, and limitations in investment banking. Read the full article here: alpha-sense.com/resources/re…

$META's AI build-out in one chart. Quarterly capex went from $18.8B to $30.1B in a year, and the Street expects $41.6B for 3Q26. $META reports after the close today.

Most AI tools make you start from scratch every time you open them. SuperAnalyst is trained once on your methodology, frameworks and brand templates, then runs your playbook every time and gets smarter with persistent memory of your projects, instructions and feedback. Hear Katie Rapp, Senior Director of Product Marketing at AlphaSense, explain what makes it an always-on agent 👇

$ABT Earnings: - Third-quarter reported sales growth of 14.5 percent; comparable sales growth of 7.0 percent - Third-quarter GAAP diluted EPS of $0.53; adjusted diluted EPS of $1.42 - Abbott reaffirms the midpoint of previously provided full-year 2026 adjusted diluted EPS guidance range and tightens the range to $5.50 to $5.55 "Abbott delivered strong third-quarter results, reflecting balanced growth across our portfolio," said Robert B. Ford, chairman and chief executive officer, Abbott. "With strong performance across multiple businesses and a robust pipeline of innovation, we are well-positioned to deliver sustainable growth in the years ahead." research.alpha-sense.com?doc…

$DHR Earnings: - Net earnings were $1.2 billion, or $1.71 per diluted common share, up 34.5% year-over-year. - Non-GAAP adjusted diluted net earnings per common share grew 11.5% to $2.11. - Revenues increased 8.5% year-over-year to $6.6 billion. Julie Sawyer Montgomery, President and Chief Executive Officer, stated, "We delivered better-than-expected third quarter revenue, earnings and cash flow, and are encouraged by the improving trends we saw across our end markets.  The continued acceleration in core revenue growth excluding respiratory revenue, together with DBS-driven execution drove double-digit adjusted EPS growth and underscored our ability to convert improving demand into strong financial performance." Ms. Sawyer Montgomery continued, "Danaher has built a strong foundation, and the time I've spent with our teams and customers during my transition into the CEO role has only reinforced my conviction in the opportunities ahead.  Looking forward, the opportunity for Danaher is clear: to become the defining leader in Life Sciences and Diagnostics–a company that unambiguously gains share, delivers sustainable profitable growth, and helps our customers improve outcomes for patients around the world." research.alpha-sense.com?doc…

$T Earnings: - Revenues totaled $32.3 billion, up 5.3% year over year - Diluted EPS from continuing operations was $0.13, which includes a non-cash impairment charge associated with the Company's held-for-sale Mexico wireless business as well as employee separation charges, versus $1.29 in the year-ago quarter, which included a gain recognized on the sale of the DIRECTV investment; adjusted EPS was $0.65, versus $0.54 in the year-ago quarter - Operating income was $4.1 billion; adjusted operating income was $7.6 billion - Income from continuing operations was $1.3 billion; adjusted EBITDA was $12.5 billion, up 5.4% year over year "We are growing valuable customer relationships as more homes and businesses choose AT&T for all their advanced connectivity needs across both internet and on-the-go wireless," said John Stankey, AT&T Chairman and CEO. "Our asset base positions us well for the AI era, with a leading position in fiber – the best technology available. We're building the nation's strongest network, backed by America's Best Guarantee, to deliver faster, more reliable and more accessible connectivity." research.alpha-sense.com?doc…