Daily Stock Review
One stock, every day
365 stocks in 365 days. A short read on one stock every day, never the same name twice. Each one ends on what we still don't know.
Educational commentary, not investment advice.
Get all seven every Sunday
The week's reviews in one email, plus the weekend board. Free.
Subscribing signs you up for the free YieldTerminal Sunday recap, one email a week. Educational only, not financial advice. Unsubscribe any time.
Thu, Oct 29, 2026 · NOW
ServiceNow: Subscription Growth Meets a Demanding Cash Test
Q3 subscription revenue and cRPO grew, while GAAP margins and cash conversion face a fresh test after the results.
Wed, Oct 28, 2026 · HOOD
Robinhood: Record Revenue, a Weaker Crypto Line and a Difficult First Session
Third-quarter revenue rose while crypto transaction revenue and GAAP net income fell; the completed October 28 chart stayed below both major averages.
Tue, Oct 27, 2026 · SOFI
SoFi: Member Growth, Reported Profit and a Rally Still Below Its Averages
Third-quarter revenue rose 44% and members reached 17.1 million; the October 27 rally still closed below both major averages.
Mon, Oct 26, 2026 · GLW
Corning: Optical Growth Faces Tomorrow’s Earnings Test
Q2 optical growth and cash set the baseline for the pending October 27 report.
Sun, Oct 25, 2026 · SLB
SLB: Growth After ChampionX, Cash After Investment
September-quarter acquisition-adjusted growth and cash conversion meet the completed October 23 share chart.
Sat, Oct 24, 2026 · NEM
Newmont: Cash Flow After the Gold Quarter
Newmont's September-quarter cash conversion faces a cost and Red Chris investment test.
Fri, Oct 23, 2026 · WDC
Western Digital: Cash Behind the Storage Surge
Western Digital's fiscal first-quarter report pairs rapid revenue growth with a much stronger cash result.
Thu, Oct 22, 2026 · LRCX
Lam Research: Record Earnings, Cash and the Next Quarter
Lam Research's September-quarter report gives shareholders a stronger operating scorecard. It does not by itself establish that the stock has repaired its longer decline.
Wed, Oct 21, 2026 · GE
GE: Stronger Orders, a Weaker Chart
GE Q3 orders and adjusted earnings grew while quarterly cash flow fell; completed October 20 prices remained below the main moving averages.
Mon, Oct 19, 2026 · TSLA
Tesla: SpaceX Headlines, an Operating-Profit Test
SpaceX investment gains, the operating-profit and cash-flow test, and dated chart levels before October 21 earnings.
Sun, Oct 18, 2026 · TRV
Travelers: Strong Underwriting, Two Different Book Values
The Q3 earnings review separates per-share growth, reserve help, underlying underwriting and the investment portfolio.
Sat, Oct 17, 2026 · FANG
Diamondback: Energy Strength, With a Cash-Flow Test
Friday's rally meets an old daily gap. Lower Q3 oil realizations test the strong cash generation reported in Q2.
Fri, Oct 16, 2026 · NFLX
Netflix Before Earnings: Growing Profits, a Chart to Repair
The October 20 earnings test, quarterly cash flow and the daily levels around Netflix's recovery attempt.
Thu, Oct 15, 2026 · TSM
TSMC: Strong Earnings. What Is Already Priced In?
Today’s earnings, the cash left after capex, a trailing valuation reference and the chart levels the ADR needs to reclaim.
Wed, Oct 14, 2026 · GFS
GlobalFoundries: A $21 Billion Headline, a Different Earnings Question
Japan-funded fabs, the separate equity agreement, a recovery below the 200-day average, and the earnings behind the headline.
Tue, Oct 13, 2026 · NBIS
Nebius: Growth, Prepayments and the Funding Bill
A sharp weekly pullback puts the focus on cash spending, customer advances and the financing behind its AI-cloud buildout.
Mon, Oct 12, 2026 · SNDK
SanDisk: the customer cash behind the AI memory boom
A NAND and AI-storage review: separate customer-payment effects from adjusted cash flow, then check valuation, the chart and insider filings.
Sun, Oct 11, 2026 · WULF
TeraWulf and the delivery test for its AI buildout
A 1 GW power agreement strengthens the opportunity. Facility deliveries, cash use and dilution determine the outcome.
Sat, Oct 10, 2026 · CRWD
CrowdStrike: securing the AI buildout at a demanding price
Strong growth and a strong trend meet demanding valuation expectations.
Fri, Oct 9, 2026 · CCJ
Cameco: Nuclear Growth, a Broken Trend, and 101.6 Times Adjusted Earnings
Day 26: 549 sessions of valuation history, eight financial quarters, and the earnings test behind the Westinghouse headlines.
Thu, Oct 8, 2026 · GE
GE Aerospace: Earnings Grew. The Stock Gave Back Its 2026 Gain.
Day 25: 429 sessions of valuation history, eight financial quarters and an $11.75bn supply-chain bet—while the chart remains below all three daily averages.
Wed, Oct 7, 2026 · CAT
Caterpillar at $863: The Power Story Improved. The Multiple Is Still 36 Times Earnings.
Day 24: data-center power demand, broad industrial growth, and 525 sessions showing how price and earnings reshaped the valuation.
Tue, Oct 6, 2026 · CBRS
Cerebras at $182: The Inference Boom Is Real. The Earnings Test Is Still Ahead.
Day 23: a 9% bounce, a $25.4 billion contracted-revenue pipeline, and the assumptions between fast inference and shareholder returns.
Mon, Oct 5, 2026 · INTC
Intel at $119: TSMC Talks, a 40% Rebound, and the Foundry Revenue Test
Day 22: a return to Intel, with 523 sessions of valuation history and the outside-customer economics behind the headline.
Sun, Oct 4, 2026 · ASTS
AST SpaceMobile at $58: The Satellites Are Advancing. The Stock Still Has to Recover.
Day 21 of 365 stocks in 365 days: a bigger second-half revenue hurdle, a funded deployment plan, and three moving averages still above price.
Sat, Oct 3, 2026 · APP
AppLovin at $268: The Earnings Are Growing. How Much Should You Trust the Estimates?
Day 20 of 365 stocks in 365 days: strong reported growth, a 16-times fiscal-year earnings multiple, and the assumptions that connect them.
Fri, Oct 2, 2026 · DKS
Dick's at $132.85: It Bought $3.1 Billion of Revenue and Operating Profit Went Backwards
Day 19 of 365 stocks in 365 days: the Foot Locker acquisition supplied 82% of the one-year revenue rise, every quarter since the deal carries a lower operating margin than the same quarter a year earlier, and the company priced $1 billion more of debt on 22 September
Thu, Oct 1, 2026 · MAT
Mattel at $15.03: The Report's Own Two Numbers Imply About $21 a Share
Day 18 of 365 stocks in 365 days: a 52-week low and an 18.7% close in the same session, $6 billion spread across 285.7 million shares, and a chief executive named the day before
Wed, Sep 30, 2026 · MU
Micron at $1,065: Customer Contract Liabilities Jumped to $12.90 Billion
Day 17 of 365 stocks in 365 days: record Q4 revenue, a $61.5 billion next-quarter guide, and nearly $12.9 billion of customer contract liabilities on the balance sheet
Tue, Sep 29, 2026 · DPZ
Domino's at $302: Book Equity Is Negative $3.98 Billion, and a New CEO Starts Tomorrow
Day 16 of 365 stocks in 365 days: a second low above the first, about three quarters of free cash flow spent on buybacks, and a company that owes $4.88 billion against negative book equity
Mon, Sep 28, 2026 · META
Meta's Free Cash Flow Didn't Cover Its Dividend in Q2
Day 15 of 365 stocks in 365 days: $784 million of free cash in the second quarter of 2026, no buyback since the third quarter of 2025, and bonds sold in May
Sun, Sep 27, 2026 · GME
GameStop Is Now Almost 40% eBay
Day 14 of 365 stocks in 365 days: a $4.68 billion stake in a company whose board said no, and a store business that finally makes money
Sat, Sep 26, 2026 · NMG
Nouveau Monde at $1.32: The Mine Is Funded, The Plant Is Not
Day 13 of 365 stocks in 365 days: a real final investment decision, a prime-ministerial groundbreaking, and US$267 million of capex with nothing committed against it
Fri, Sep 25, 2026 · SBUX
Starbucks at $94: The Number in the Filing Was Not 250
Day 12 of 365 stocks in 365 days: a $300 million charge, 250 closures announced as 1%, and a growth guide cut by a third that the tape did not blink at
Thu, Sep 24, 2026 · JOBY
Joby at $6: The 750 Million Dollars Nobody Is Talking About
Day 11 of 365 stocks in 365 days: the first autonomous flight across America, a 52-week low two days earlier, and an at-the-market program worth 12% of the company
Wed, Sep 23, 2026 · TSLA
Tesla at $380: Fifty-Six Sessions Under the 200-Day
Day 10 of 365 stocks in 365 days: a BBB rating against a $25 billion buildout, Grok in the cars, and a 0.3% day that left the same average overhead
Tue, Sep 22, 2026 · SOFI
SoFi Put Its Card Program on a Stablecoin. The Stock Gave Back the Pop.
Day 9 of 365 stocks in 365 days: a record quarter that sold off, profit guidance that never moved, and a 5.6% open that closed at +1.1%
Mon, Sep 21, 2026 · MSTR
Strategy at $168.50: One Balance Sheet, Three Very Different Rides
Day 8 of 365 stocks in 365 days: $MSTR next to the bitcoin it holds and $STRK, its 8% preferred
Sun, Sep 20, 2026 · INTC
Intel at $108.60: Up 278%, Down 24%, and Two-Thirds of the Street Says Hold
Day 7 of 365 stocks in 365 days — the street that never caught up, a share register rebuilt from scratch, and a September headline Intel denied on the record
Sat, Sep 19, 2026 · IREN
A $99 Initiation, and a 7% Day That Brought No Extra Volume
Day 6 of 365 — IREN closed Friday at 46.68, up 7.36% on slightly less turnover than the day before, and finished 0.94% under its 100-day average.
Fri, Sep 18, 2026 · NFLX
Wells Fargo Cut Netflix on Engagement, Not Subscribers
Day 5 of 365 — Steven Cahall moved it to Underweight with a $57 forecast, and the close went back below the .618 retracement at 72.15 for the first time since 31 July.
Thu, Sep 17, 2026 · CRWV
CoreWeave Lined Up Two Raises in One Week. The Chart Closed on a One-Percent Ledge.
Day 4 of 365 — a proposed $3.0bn convertible offering and a 35-million-share ATM, neither of them money in the door yet.
Wed, Sep 16, 2026 · NKE
Nike Touched a 52-Week Low and Closed Two Cents Above It
NKE closed at $35.78, its lowest in a year and 80% below its 2021 high, on a session when the broad retail ETF fell less than 1% and two footwear competitors rose.
Tue, Sep 15, 2026 · CRCL
Circle Fell 11.4% as the Senate's Crypto Bill Stalled. What Does the Vote Actually Change?
A procedural vote on the CLARITY Act came up short of 60, and the USDC issuer fell more than Coinbase, Robinhood and Strategy. The bigger driver of its business still sits with the Fed.
Mon, Sep 14, 2026 · NOK
Nokia Fell 13.3%: The AI-Hardware Selloff and the Chart After the Drop
We found no new Nokia announcement behind the decline. Same-day coverage tied it to weakness across AI-hardware stocks.
Going deeper on one name? See the data studies, where one question is taken back as far as the data goes.
See the full disclaimer.