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Shares of Norwegian Cruise Line Holdings rose about 13% on Thursday after third-quarter results beat expectations and the company raised its full-year outlook. Revenue was $2.95 billion versus analysts' expectations of $2.88 billion per LSEG, with net income of $491 million, or $1.07 per share. Adjusted EBITDA reached $937 million, above prior guidance of $874 million, and adjusted EPS was $1.12, versus previous guidance of 90 cents and analysts' expectations of 94 cents. The company now expects 2026 adjusted EBITDA of $2.55 billion and adjusted EPS of about $1.70. Bookings improved modestly but remain below its optimal range, so Norwegian will emphasize new marketing, including a platform launching in January and a new waterpark at Great Stirrup Cay, and CFO Mark Kempa will step down after more than 25 years, with Meghan Montana taking over on Jan. 1.
- Norwegian Surges 11% as Earnings Beat Lifts Full-Year Outlook; Royal Caribbean Rises 3%, Carnival Edges Higher
Norwegian Cruise Line Holdings (NYSE:NCLH) rose 11% to $17.87 after reporting Q3 2026 adjusted earnings of $1.12 per share, above the $0.94 consensus, and revenue of $2.95 billion, essentially flat year over year. Adjusted EBITDA reached $937 million, above the company's $874 million guidance, and net yield fell 6.7% in constant currency, less than the 8.9% decline it had guided. Norwegian raised its full-year outlook to about $2.55 billion in adjusted EBITDA and about $1.70 in adjusted EPS, and it forecasts 2027 net yield growth of 1% to 2%. The company still expects an adjusted loss of about $0.12 per share in Q4. Royal Caribbean rose 3% to $306.82 and Carnival gained 2% to $28.74, with traders treating the beat as a read on cruise demand across the group.
- Only listed casino operator keeps posting losses, pushing accumulated losses above VND 600 billion
Hoang Gia International JSC (RIC), which operates Casino Royal Ha Long, posted a Q3 2026 after-tax loss of nearly VND 3 billion, almost double the loss of over VND 1 billion a year earlier, even as net revenue rose 13.7% to nearly VND 39 billion. Gross profit fell 6% to VND 10 billion as cost of goods sold climbed nearly 23%, with the gaming club segment losing nearly VND 10 billion; the company cited higher land rent and the loss of a 30% rent reduction. It was the second consecutive quarterly loss, and nine-month after-tax losses reached over VND 4.35 billion. As of 30/9/2026, accumulated losses stood at nearly VND 602 billion, over 85% of charter capital, while short-term liabilities of nearly VND 240 billion were about 3 times short-term assets.
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- Amazon.com Q3 Earnings Call Highlights
Amazon reported third-quarter revenue up 12% to $201.9 billion and operating income up 61% to $28.1 billion, with a record 13.9% operating margin. AWS revenue reached $46 billion, up 39.3%, with a $578 billion backlog, and management expects AWS growth above 40% in 2027 and 2028, driven by AI infrastructure, Bedrock and custom chips. Capital expenditures were $75.9 billion in the quarter and are expected to total about $220 billion in 2026, with further increases in 2027. Amazon forecast fourth-quarter net sales of $240 billion to $247 billion and operating income of $28.5 billion to $33.5 billion. North America revenue rose 6% to $112.9 billion, while management highlighted faster delivery and grocery expansion.
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Alphabet shares fell about 10% in after-hours trading on October 28, despite third-quarter revenue up 25% to $127.6 billion and Google Cloud revenue more than doubling. Earnings per share fell to $2.12 from $2.87, and free cash flow was negative for a second straight quarter as capital spending rose to $51.4 billion. The author argues the EPS decline looks worse than it is: excluding investment gains and losses, EPS rose about 22% to about $2.67, and Google Cloud revenue grew 103% to $30.7 billion. However, the operating margin fell to 31.8%, and the 2026 capex outlook of $195 billion to $205 billion points to continued heavy spending. The author says the stock at about 19 times expected 2027 earnings looks reasonably priced, though free cash flow may worsen before it improves.
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U.S. stock indices closed lower on Thursday and extended declines after hours as Amazon's bloated capital expenditures fed investor fears that the AI capex cycle may have gotten ahead of itself. During the session, the Nasdaq 100 fell 1.4% and the S&P 500 lost 0.3%, while the Russell 2000 gained 1%. Amazon (AMZN) shares dropped about 7% after hours after it spent upwards of $77 billion on property and equipment in the third quarter, producing a free cash outflow of $42.4 billion, even as revenue rose 12% to $201.9 billion. Intel (INTC) shares tumbled about 17% after hours after it forecast weaker-than-expected fourth-quarter revenue and earnings amid a PC sales slump and supply bottlenecks. On the other side, JPMorgan turned bullish on Palantir (PLTR), forecasting a stock rally of more than 30%.
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