Earnings360 Newsletter for 10/26/2026

Earnings360 Newsletter for 10/26/2026
MarketAxess, Republic Bancorp & Kforce: Earnings results, news and what's next. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
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The AI Boom Just Shifted Somewhere New (ad)
3 Stocks for AI’s Next Wave
Marc Chaikin, a nearly 60-year market veteran, built the stock-rating system that flagged 43 of the market's top 50 stocks last year.

He says the AI boom has moved in waves, from chipmakers to cooling and energy firms, with stocks like Celestica up over 3600% and Bloom Energy up more than 1230% in two years. Now his system points to three stocks positioned for AI's next wave.
 
See the three stocks Chaikin flags for AI's next wave now.tc pixel
Top Earnings News
Newmont’s Record Quarter Shows Why Gold’s Floor Is the Real Story
Albemarle Upgrade: Can Energy Storage Recharge Lithium’s Leader?
Rickards Predicts: Trump to buy tiny $2 stock?tc pixel 
Consumer Staples Are Up 12% This Year—These 3 Beverage Stocks Are Leading the Way
Can Planet Fitness Get Its Growth Back in Shape?
Bloom Energy Just Reported—Its Biggest Order Is Still Waiting on a Pipeline
Why Western Digital's AI Storage Boom Defies the Chip Sell-Off
There's a vault of trading secrets waiting for you heretc pixel 
Spotify Soars After Earnings as the Company Touts AI Benefits and Moderating Costs
Lockheed Martin’s Record $292 Billion Backlog Comes With a Delivery Test
Palantir's Next Big Test Isn't a Partnership—It's the Numbers
Microsoft's Earnings Problem: Even Great May Not Be Enough

Monday, October 26 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
KFRC Kforce$56.96$0.7560Reports after close$354.41 million$357.76 million7.6%→
Beijing sent someone to Florida (ad)
Beijing sent someone to Florida
The Chinese Communist Party reportedly sent someone to Florida to speak with Behind the Markets' Dylan Jovine about his research on Taiwan. The CIA says Xi Jinping has set a 2027 deadline for military readiness.

Jovine has identified 43 stocks he says could be caught in the fallout, many sitting in ordinary retirement accounts, plus three he believes could benefit, including a quiet Florida company Warren Buffett recently bought over a million shares of.
 
See the full list of stocks and Buffett's Florida pick now.tc pixel

Friday, October 23 Friday's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
MKTX MarketAxess$165.13$1.95$1.86($0.09)$218.98 million$210.41 million.8%→
NHYDY Norsk Hydro ASA$7.38$0.2375$0.24$0.0025$5.72 billion$5.59 billion→
RBCAA Republic Bancorp$92.11$1.65$1.59($0.06)$100.35 million$103.93 million→

Upcoming Earnings Reports

CompanyRelease DateRelease TimeReport
COHU Cohu10/28/2026Afternoon→
MDXG MiMedx Group10/28/2026Afternoon→

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