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Everything Stocknote has published on Artificial Intelligence: 4 research articles covering 4 companies across 1 category. The latest piece was published on November 1, 2026.
Amazon's Q3 operating income rose 61% to $28.1B, but AWS earned 63% of it on 23% of sales, and cash capex was $75.9B in one quarter.
Corning beat core EPS, but Optical drove 90% of sales growth, core growth is not like for like, and $639M of customer deposits flatter cash flow while capex rises 63%.
Revenue grew 26%, but EPS rose only about 2% excluding a $9.89B legal charge. Capex passed operating cash flow, free cash flow turned negative, and net cash fell to $1.5B.
Verizon posted its first positive Q1 postpaid adds since 2013. Frontier fiber convergence yields 30% lower churn on bundled customers, backed by a 6.1% yield and 21 consecutive annual dividend raises.
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