As of Oct. 9, the S&P 500 had gained nearly 14.1% this year, but LSEG expects technology and AI leaders such as Alphabet, Amazon and Meta to account for roughly two-thirds of the index's expected third-quarter earnings growth of about 31%. The author expects the next phase of AI to benefit businesses with measurable productivity gains and picks Synopsys (SNPS), which provides software and IP used to design chips. Synopsys signed a licensing deal worth more than $1 billion with Amazon in September 2026, and its $34.9 billion Ansys acquisition, along with cross-selling, is expected to add $400 million in annualized revenue by fiscal 2029. Revenue rose 49.2% over the first nine months of fiscal 2026, but much of that came from Ansys, and Design IP revenue fell 0.7%. Management targets 15% annual revenue growth through fiscal 2030, which would bring revenue to nearly $17 billion, and a 50% non-GAAP operating margin.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- Meta Reports on Oct. 21. I'd Consider Buying the Stock Before It Does.
Meta reports third-quarter results after the close on Wednesday, Oct. 21, with shares near $743, about 6% below their August 2025 record of $790 and up roughly 30% since Aug. 31. Analysts expect EPS of $6.77 versus $1.05 a year ago, but last year's figure included a one-time $15.9 billion non-cash tax charge; excluding it, the estimate is about 7% below $7.25. The author argues the more important signals are ad growth, with Q2 ad revenue up 27% to $59.4 billion and Q3 revenue guided at $61–64 billion, and AI-driven ad performance. The risk is spending: 2026 capex is guided at $130–145 billion versus $72.2 billion in 2025, Q2 free cash flow fell to $784 million, and long-term debt rose to $83.7 billion. The author says he would consider buying gradually before the report at about 22 times expected 2027 earnings, but would rethink if 2027 spending jumps while ad growth falls below roughly 20%.
- Three Dividend ETFs, Three Completely Different Portfolios: NOBL, DGRW, VIG Compared
Three dividend growth ETFs, NOBL, DGRW and VIG, hold very different portfolios despite sharing a similar label. NOBL tracks S&P 500 companies with at least 25 years of consecutive dividend increases, weights them equally, and loosens that rule when fewer than 40 qualify; it held 69 positions and $11.07 billion in net assets as of May 31, 2026. DGRW applies quality and growth screens, with NVIDIA at 8.67% and Microsoft at 8.05% as top holdings, information technology at 34.12%, and utilities and consumer staples at just 0.19% and 6.78%. Ten-year cumulative price returns to Oct. 13, 2026 were 160.49% for NOBL and 279.71% for DGRW, though the article says price data alone cannot prove the streak rule caused the gap. The article advises reading each fund's methodology and top holdings rather than relying on the label.
- Wesdome Gold Mines (TSX:WDO) Reports Lower Gold Production, Does The Valuation Still Look Cheap?
Wesdome Gold Mines (TSX:WDO) reported third-quarter gold production of 41,287 ounces, down from 50,465 ounces a year earlier, and nine-month output was also lower than the prior period. The shares rose 6.10% in one day after the update, 25.00% over 90 days and 45.72% year to date, with a three-year total shareholder return nearing 3x. The stock trades at a P/E of 10.9x, compared with 10.5x for its peer average, 14.7x for the Canadian metals and mining sector and an estimated fair P/E of 17.5x, at a recent price of CA$31.65. The article labels the stock UNDERVALUED based on the SWS fair ratio and says the outlook could change if production stays under pressure or costs weigh more heavily on earnings.
- Asda , Tesco , Aldi , Lidl , Sainsbury and Morrisons shoppers should check detail on shelves before buying
Grocery price inflation rose to 2.5%, its second consecutive monthly increase, adding pressure on weekly food bills as fuel and energy costs also climb. Sophie Graham, a personal finance expert at Sunny, offers tips for shopping at major retailers such as Tesco, Asda, Aldi, Lidl, Sainsbury's and Morrisons, including checking unit prices on shelf labels, buying only deals shoppers would have bought anyway, trying own-brand products, planning meals with a list, and using ingredients already at home. The article also suggests comparing loyalty card prices with standard prices elsewhere and setting a festive food budget now, with small weekly savings ahead of Christmas and higher energy bills expected in January.
- Tesco , Asda , Aldi , Lidl , Sainsbury and Morrisons shoppers told check shelf detail before buying
Grocery price inflation at major supermarkets rose for a second month in a row to 2.5%, adding to pressure from high fuel and energy bills. Sophie Graham, a personal finance expert at Sunny, advises comparing unit prices on shelf labels, buying only promotions the shopper would have bought anyway, and trying own-brand alternatives for staples. Other suggestions include planning meals and shopping with a list, using items already in cupboards, and comparing prices between stores even with loyalty cards. The article also recommends setting a festive food budget now, since energy bills are expected to rise again in the new year.
- Cathie Wood Is Buying Shares of This Bargain “Magnificent Seven” Stock Before Oct. 21. Should You?
Ark Invest's Cathie Wood bought 20,125 Meta Platforms shares on October 13 and 9,577 more the next day for her Ark Next Generation Technology ETF, where Meta is the second-largest holding at a 5.7% weight. The article links the move to Meta's AI push: its personal AI agent Muse launched last month and its downloads reached 5 million, ahead of ChatGPT and Claude after their launches, while Meta released Muse Wonder and Muse Wonder Full models this week. Meta reports third-quarter earnings on October 21, when investors will watch its capital spending and AI monetization, and the stock trades at 24x forward earnings, higher than in recent months but still inexpensive given its business. The author argues long-term investors do not need to rush ahead of the report, since gains or losses over days or weeks have little impact over five or 10 years.
Related markets
Latest news
- Winning over Vingroup and Sun Group with concrete and special materials: Vietnamese company's profit up 136%, chairman speaks out
Song Da Cao Cuong (SCL) reported Q3/2026 profit of VND 38 billion, up 136%, on net revenue of over VND 263 billion (up nearly 98%), while gross profit margin rose from about 36% to 41%. For the first nine months, revenue reached nearly VND 666 billion (up 81%) and after-tax profit nearly VND 94 billion, already exceeding more than 110% of its full-year profit target. Chairman Kieu Van Mat attributed the results to technology upgrades, production line optimization and capacity expansion, with several new plants expected to start operations by November 2026. The company said it spent more than two years testing its products before Vingroup accepted them; Vingroup's share of its business has fallen to about 25% as customers expanded to around 10 major groups and exports began to Laos, Cambodia and the Philippines. Over the past two years, the company has invested about VND 1,000 billion in factories and technology.
- Coteccons Chairman Bolat Duisenov reveals new direction: expanding home construction for individual customers
At the annual general meeting on October 20, Coteccons (HoSE: CTD) set fiscal 2027 targets of VND 42,000 billion in revenue and VND 1,050 billion in after-tax profit, and said it is considering expanding into residential construction for individual customers (B2C). In fiscal 2026, net revenue reached VND 34,340 billion (up 38%, 115% of plan) and after-tax profit VND 788 billion (up 73%); new contract wins totaled VND 60,307 billion and backlog was about VND 70,000 billion. In the first quarter of the new fiscal year, the company booked revenue of VND 11,270 billion and profit of VND 306 billion, but new contract value of VND 14,519 billion was lower than a year earlier; the company said it is tightening criteria for selecting clients and projects. Coteccons is also working with Microsoft, is expected to become a strategic partner of Workday, and targets raising its ROE from 10% to 15-18% by 2030.
- UPS Yields 6.7% After Firing Amazon. Here's Whether the Dividend Survives 2027.
UPS shares yield 6.7% as of October 16. The company has moved away from high-volume, low-margin Amazon deliveries and froze its dividend earlier this year, ending a 16-year streak of increases. The article says the payout will likely remain frozen through 2026 and 2027, citing competition from 10- and 30-year Treasury yields above 5% and other industrial dividend payers, but calls the dividend's safety questionable: UPS generated $5.47 billion in free cash flow in 2025, with $5.4 billion going to dividends, and free cash flow is projected to fall to $5.05 billion in 2026 and $5.01 billion in 2027, with the dividend absorbing about 98% of 2026 free cash flow. Rising competition and high fuel prices add pressure, and the article suggests investors may find more safety in the industrial sector.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading on Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices stayed high. Japan's Nikkei 225 slipped 0.6% to 64,512.35 in early trading, South Korea's Kospi dropped 2.8%, and Australia's S&P/ASX 200 lost 0.8%. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq gained 1.1%, helped by Nvidia's 1.4% gain, while most stocks outside AI and tech fell and the Dow slipped 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose to $103.50 a barrel and Brent to $109.47, as uncertainty about when the energy industry will return to normal after the war with Iran means oil is unlikely to ease soon.
- Asian shares mostly decline after AI stocks lead a rebound on Wall Street
Asian shares mostly fell in cautious trading Tuesday after AI-related stocks rebounded on Wall Street, while other sectors stayed shaky and oil prices remained high. Japan's Nikkei 225 slipped 0.6% to 64,512.35, Australia's S&P/ASX 200 lost 0.8% to 8,772.10, and South Korea's Kospi dropped 2.8% to 5,605.31. On Wall Street, the S&P 500 rose 0.4% and the Nasdaq rallied 1.1%, helped by Nvidia, while the Dow fell 0.1%. The 10-year Treasury yield climbed to 5.14%, and U.S. crude rose 0.15% to $103.50 a barrel as uncertainty over the war with Iran kept oil prices elevated.
- What Could X-Energy (XE) Gain From Its 960MW Indiana Nuclear Project?
X-Energy (NasdaqGS:XE), American Electric Power and Amazon agreed to assess a 960 MW advanced nuclear project in Indiana using Xe-100 reactors, on a former coal plant site. Under the joint development agreement, Amazon would provide development funding and commit to a long-term power purchase. The article says the deal offers commercial validation for X-Energy's reactor platform rather than immediate financial relief, as the company, with a $4.3b market cap, reported $150.28 million in revenue, a $448.87 million loss, and a 20.2x price-to-sales ratio. The next key milestone is whether the study reaches a final investment decision for the Sullivan County site.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.