Good MorningU.S. stocks finished mixed Tuesday as technology shares rebounded from a recent sell-off. The S&P 500 rose 0.4%, led by a 1.3% gain in information technology, while the Nasdaq also advanced and the Dow fell nearly 200 points. Micron, NVIDIA, and AMD helped lead a rebound in chip stocks.
AMD reported third-quarter results that beat Wall Street expectations, with data center revenue up 97% year over year. Super Micro Computer reported stronger-than-expected quarterly results and forecast revenue above estimates for the December quarter on strong AI server demand.
Elsewhere, Camping World shares fell after the company reported impairment charges; it also outlined more than $150 million in anticipated annualized expense savings by 2028 and targeted positive free cash flow in 2027. Kraft Heinz faced continued pressure from inflation and tariffs ahead of its third-quarter earnings report. Featured: Boring, cheap, and paying 6% (Ad) 
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Consumer Discretionary | |
Marriott International Inc. (NASDAQ: MAR) earnings for the third quarter of 2026 topped expectations across the board. The hotel giant reported adjusted earnings per share (EPS) of $3.02, up 22% from $2.47 a year ago. That beat the consensus estimate of $2.84. Revenue rose 8% to $7.01 billion.
Worl... Read the Full Story |
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From Our Partners | | Elon's paid this chip supplier since 2012. When NVIDIA tried to buy the company, he fought the deal.
Without its chip, his AI satellites don't fly. Now he wants 1,000,000 of them in orbit, 100 times what's up there today, and every one pays this company a royalty.
Dylan believes shares could react by December 8th. | | Claim this free stock pick before the December 8 deadline today |
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Markets | |
Wall Street's appetite for ETFs shows no signs of slowing.
With less than two months left in 2026, new fund launches have already eclipsed last year's record. According to ETF Tracker, 1,159 ETFs had launched through Oct. 20, surpassing the 1,143 introduced in all of 2025. The U.S. market now has ... Read the Full Story |
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Technology | |
Apple Inc. (NASDAQ: AAPL) just beat Wall Street on almost every line that mattered, and the stock fell anyway. It reported a record September quarter after the close on Nov. 2, with revenue up almost 12% and iPhone sales growing at a healthy clip. Yet at the Nov. 3 open, shares had fallen about 3.8... Read the Full Story |
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From Our Partners | | Elon can't build his satellite network without one key supplier, and he's paid this company since 2012.
His plan for 1,000,000 satellites could multiply that bill significantly, putting this overlooked stock back in focus.
Dylan has circled December 8th as a key date for this pick. | | Claim today's free stock pick before December 8th |
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Technology | |
Palantir Technologies (NASDAQ: PLTR) stock fell over 2% in early trading on Tuesday, Nov. 3, following the company's release of its Q3 2026 earnings report after the market closed on Nov. 2. The stock had been down much more in Tuesday's premarket session as investors weighed a slowdown in contract... Read the Full Story |
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Industrials | |
The garbage professionals were in prime time last week, and no, we don’t mean the Eagles and Cowboys on Monday Night Football. Republic Services Inc. (NYSE: RSG) and Waste Management Inc. (NYSE: WM) are the two largest waste and recycling services firms in North America, and both reported earnings ... Read the Full Story |
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From Our Partners | | Small-cap moves rarely announce themselves. Street Ideas surfaces quiet setups with real momentum before they appear on mainstream radars.
With tomorrow's open approaching, three names are already showing early activity worth a closer look. Get the alerts that keep you ahead of the crowd. | | Join Street Ideas - Get Your Free Report Sent To Your Email |
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Communication Services | |
Alphabet Inc. (NASDAQ: GOOGL) is reportedly in preliminary discussions with the U.S. Department of Defense regarding the $185 billion Golden Dome initiative. This potential cybersecurity consortium could open up new revenue opportunities for Alphabet in the defense sector.
Securing federal defense ... Read the Full Story |
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Healthcare | |
Tempus AI (NASDAQ: TEM) is among the more volatile AI-related stocks, trading in a wide range and testing upper limits several times since its IPO. Volatility stems from several factors, including the path to profitability, cash burn, and immense opportunity.
The company is building an ecosystem o... Read the Full Story |
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Technology | |
The LiDAR sector often gets bogged down by the automotive industry's protracted design cycles. Automakers often require years of evaluation before committing to commercial scale, leaving technology developers burning cash while waiting for revenue to materialize.
MicroVision (NASDAQ: MVIS) is adju... Read the Full Story |
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Communication Services | |
For all the attention on Alphabet’s (NASDAQ: GOOGL) cloud business and its massive AI spending, Search is still the engine that built the company. Without a doubt, it’s what the company is best known for. That’s why its third-quarter Search results have raised concerns alongside headlines about the... Read the Full Story |
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Communication Services | |
Media companies built around traditional television face a difficult transition. As more viewers drop cable, staying profitable increasingly depends on reaching audiences through streaming.
Fox Corporation (NASDAQ: FOX) recently reported fiscal first-quarter results that clearly show this transiti... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day ExxonMobil Corporation engages in the exploration and production of crude oil and natural gas in the United States and internationally. It operates through Upstream, Energy Products, Chemical Products, and Specialty Products segments. The Upstream segment explores for and produces crude oil and natural gas. The Energy Products segment offers fuels, aromatics, catalysts, and licensing services. It sells its products under the Exxon, Esso, and Mobil brands. The Chemical Products segment manufactures and markets petrochemicals, including olefins, polyolefins, and intermediates. The Specialty Products segment offers performance products, including lubricants, basestocks, waxes, synthetics, elastomers, and resins. The company is also involved in the manufacturing, trade, transport, and selling crude oil, natural gas, petroleum products, petrochemicals, and other specialty products in pursuit of lower-emission business opportunities, including carbon capture and storage, hydrogen, lower-emission fuels, and lithium. Exxon Mobil Corporation was founded in 1870 and is based in Spring, Texas. | Should I Buy ExxonMobil Stock? XOM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of ExxonMobil was last updated on Wednesday, November 04, 2026 at 1:05 AM.
ExxonMobil Bull Case -
ExxonMobil Corporation recently beat third-quarter earnings expectations, reporting revenue of $113.2 billion and net income of $15.4 billion, driven by strong refining performance and record downstream utilization that underpinned the results.
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Management reinforced the cash-return case for investors by raising the quarterly dividend by 3.9% to $1.07 per share and increasing the share-repurchase authorization to $110 billion, signaling a commitment to returning capital to shareholders.
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The company is expanding its longer-term growth opportunities by reportedly taking a 50% stake in Mozambique LNG, which adds to its portfolio of large-scale energy projects and diversifies its revenue streams.
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Technical indicators suggest improving longer-term momentum, as the stock recently moved above its 200-day moving average, a level often viewed by traders as a sign of a sustained bullish trend.
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With the current stock price at $177.50, the company offers a dividend yield of 2.29%, providing a steady income stream for investors while the stock trades near its 52-week high of $188.50.
ExxonMobil Bear Case -
Uncertainty over crude oil prices could weigh on energy-sector sentiment and the company's upstream earnings, as conflicting headlines regarding geopolitical tensions in Iran create volatility in the oil market.
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Some analysts flag valuation risk after the stock's substantial run-up, noting that the company trades at a premium which may leave results more exposed if crude prices soften in the near term.
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Recent earnings analysis pointed to a sequential decline in adjusted upstream earnings, suggesting that the core oil and gas production segment may be facing headwinds despite strong refining performance.
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The consensus rating from sell-side analysts is currently a "Hold" with a consensus target price of $167.30, which is below the current stock price of $177.50, indicating that many professionals see limited upside potential from current levels.
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Insider activity shows a pattern of selling, with a Vice President selling shares in multiple transactions throughout early 2026, which some investors may interpret as a lack of confidence in the stock's immediate future performance.
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