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Data-led notes from Tellvest on earnings-call sentiment, analyst dynamics, and macro signals across 500+ public companies.
New to Tellvest? Start with How to follow earnings without reading every transcript.
October 26, 2026
How Big Tech Pays for AI Capex: MSFT, GOOGL, AMZN
How big tech pays for AI capex, from Microsoft, Alphabet and Amazon filings and calls. Cash comes first, then debt, leases and new stock.
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October 26, 2026
Neocloud Debt: The Loan Whose Rate Rises Every 90 Days
Nebius signed a $3.5 billion one-year loan whose margin rises every 90 days. How neocloud debt funds AI data centers at Nebius, CoreWeave and IREN.
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October 19, 2026
AI Data Center Power Limits: Nscale, Meta and Microsoft
AI data center power limits: Microsoft exits Nscale's Essex site over power into the 2030s. What Meta and Microsoft said on their July calls.
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October 16, 2026
TSMC Earnings Call Q&A: What Analysts Kept Asking
TSMC earnings call Q&A: what analysts asked each quarter from late 2024 to October 2026, and how management's answer on demand and capacity held up.
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October 15, 2026
Earnings Guidance Cuts Q3 2026: Who Lowered Outlook
Earnings guidance cuts on Q3 2026 calls: which companies lowered their own full-year outlook, by how much, and what management said about why.
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October 15, 2026
Bank Earnings Q3 2026: Which Banks Raised, Held or Cut?
Bank earnings Q3 2026: did JPMorgan, Wells Fargo, Citi and BofA raise, hold or cut their July NII guides? Plus what Goldman and Morgan Stanley said.
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October 9, 2026
AI Capex: What Hyperscalers, Chipmakers and Utilities Said on Earnings Calls
AI capex keeps rising, but on their earnings calls Microsoft, Alphabet, Amazon, Meta, chipmakers, and utilities kept naming supply limits: compute, memory, and power. What they said about data center spending, and what to listen for next.
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October 8, 2026
What retailers said they did with tariff refunds
What Walmart, Costco, Home Depot, Target, Ross, and Williams-Sonoma told investors they did with tariff refunds on Q3 2026 earnings calls: reinvested in price, offset costs, booked into EPS, or kept out of non-GAAP results.
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