Market data not provided in this earnings-focused update.
No rate or Fed commentary included in this earnings briefing.
No market outlook provided in this company-specific earnings update.
No geopolitical developments reported.
APLD delivered a blowout Q3 with revenue surging 139% to $126.6 million (versus Street expectations of $76.5 million) and EBITDA hitting $44.1 million against estimates of $20.7 million. Management struck an exceptionally bullish tone on AI data center demand, noting hyperscaler capex estimates have jumped from $400 billion to nearly $700 billion in just three months. The euphoria was tempered by brutal free cash flow of negative $720 million (far worse than the Street's negative $120 million estimate) as property and equipment purchases hit $775 million despite $55 million in operating cash flow.
STZ posted solid Q4 results with EPS of $1.90 beating the Street's $1.73 estimate, driven by revenue upside to $1.92 billion versus $1.87 billion expected (strength across both Beer and particularly Wines & Spirits segments). Margins held up better than feared across divisions. However, fiscal 2027 guidance disappointed with EPS midpoint of $11.55 well below Street expectations of $12.44, as management cited persistent headwinds and "limited near-term visibility" despite Q4 momentum.
No upcoming economic data provided.
No additional earnings schedule provided.
No forward earnings calendar included.