Celestica delivered Q3 results that exceeded estimates, with revenue up 83% YoY and EPS rising 109%. I rate CLS stock as Strong Buy. Click to read my full update.

Revenue beat both market expectations and optimistic forecasts. The result eased concerns about slowing demand.

Discover why Space Exploration Technologies, aka SpaceX, was upgraded to Buy after Flight 14, EPS reversal, and Starship scaling. Click for this SPCX stock update.

Gross margin guidance rose to 12%-12.5%, implying gross profit of about $2.33 billion. That compares with $1.59 billion previously.

Robinhood posted record net deposits of $21.7 billion. ARPU rose 24% year over year. Each of its 13 business lines now generates more than $100 million in annual revenue.

The Q3 earnings report showed margin expansion. Rising loan yields were a positive.

CoreWeave remains a Strong Buy despite a reduced 2027 price target to $179, reflecting higher unsecured debt costs.

The dividend will be funded by gains from the sale of Kioxia shares. The payout will amount to about 80% of the estimated gains.

Netflix looks undervalued after its sharp drop, with strong growth, margins, and buybacks.