Earnings360 Newsletter for 10/6/2026

Earnings360 Newsletter for 10/6/2026
Earnings Highlights: RPM, STZ, MKC, NKE, ACN, JBL, MU, Projections - See Details Inside! ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­
Earnings360 Home
Why The Biggest Names in AI Are Heading To The Arctic (ad)
Why The Biggest Names in AI Are Heading To The Arctic
Google contracted over 12 GW of energy last year and just announced a 15 billion dollar AI infrastructure investment in Finland. Cerebras followed with plans for a 165 MW data center worth up to 1.7 billion euros.

One small Nasdaq-listed company built its Nordic footprint before this wave hit, with up to 190 MW of capacity approaching ready-for-service status in 2027 to early 2028. Recent long-term data center deals have valued capacity at 1.7 to 2 million dollars per MW annually.

See why this overlooked company could be next in the AI infrastructure spotlight.
 
See why this overlooked company could be next in the spotlighttc pixel
Top Earnings News
NVIDIA’s Record High Raises a Bigger Question About How Far the Rally Can Run
Datadog’s Rally Has Insiders Selling—Can It Keep Climbing?
A Free List of Seven High Yield Stocks Everyone Ignorestc pixel 
Insider Trades: Dell Sees Over $1 Billion in Sales, Berkshire Buys a Top Homebuilder
Could Nike’s Brutal Sell-Off Finally Be Running Out of Steam?
McDonald's Is Undergoing a Massive New Growth Strategy. Can It Win Back Consumers?
MGM Resorts Stock Sinks After Diller Deal Collapse: Overreaction or Warning?
Before you trust an algo with your capital, read thistc pixel 
Why Valley National Is Buying Growth Instead of Building It
Carnival and CarMax Pop on Strong Earnings, but Challenges Remain
Plexus Is Booming—But Can the Growth Story Last?
Conagra’s Turnaround Is Starting to Show Up in the Numbers

Tuesday, October 6 Today's Earnings Announcements

CompanyCurrent PriceConsensus EPSActual EPSBeat/MissConsensus RevenueActual RevenueYoY Revenue GrowthReport
LW Lamb Weston$48.02$0.59$0.75$0.16$1.65 billion$1.67 billion.7%→
NEOG Neogen$11.68$0.05$0.08$0.03$208.18 million$222.80 million6.5%→
PENG Penguin Solutions$72.61$0.77$1.00$0.23$520.99 million$566.69 million→
RPM RPM International$98.09$1.95$1.98$0.03$2.22 billion$2.22 billion4.8%→
STZ Constellation Brands$118.15$3.55$3.74$0.19$2.54 billion$2.63 billion6.1%→
WS Worthington Steel$35.67$1.16$0.57($0.59)$3.14 billion$2.73 billion212.4%→
Wall Street’s quietly buying these 3 AI infrastructure plays (ad)
Wall Street’s quietly buying these 3 AI infrastructure plays
Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.

One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips.
 
Access the full analysis, price setups, and catalysts nowtc pixel

Upcoming Earnings Reports

CompanyRelease DateRelease Time
RGP Resources Connection10/7/2026Afternoon
APLD Applied Digital10/7/2026Afternoon
LEVI Levi Strauss & Co.10/7/2026Afternoon
RELL Richardson Electronics10/7/2026Afternoon
BEOB BEO Bancorp1/1/2000N/A
RGC Regencell Bioscience1/1/2000Afternoon
ANGO AngioDynamics10/8/2026Morning

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