11 sectors · 2 picks each
Each evening, the two biggest names per sector with upcoming earnings or market-moving potential. Empty tiles fill in when new picks are posted.
Advanced Micro Devices
Information Technology
Recap AMD Q2 2026: revenue up 50.1% year over year to $11.54 billion, net income up 163.4%. Diluted EPS $1.38 vs. $0.54 a year earlier (GAAP).
Why picked Large-cap chipmaker outside the Mag 7; reports Nov 3 after the close (company-announced).
Palantir Technologies
Information Technology
Recap PLTR Q2 2026: revenue up 92.8% year over year to $1.94 billion, net income up 225.0%. Net income shown is attributable to common stockholders. Diluted EPS $0.41 vs. $0.13 (GAAP).
Why picked Large-cap software company; reports Nov 2 after the close (company-announced).
Eli Lilly
Health Care
Recap LLY Q3 2026: revenue up 38.6% year over year to $24.40 billion, net income up 15.5%. Diluted EPS $7.22 vs. $6.21 (GAAP).
Why picked Large-cap drugmaker; reported Q3 today, Oct 29. Next date not yet announced.
AbbVie
Health Care
Q2 GAAP results include acquired IPR&D and milestones expense; AbbVie said Q3 will include $216 million of it.
Recap ABBV Q2 2026: revenue up 10.2% year over year to $16.99 billion, net income up 285.2%. Diluted EPS $2.03 vs. $0.52 (GAAP). AbbVie flagged acquired IPR&D and milestones expense in both periods.
Why picked Large-cap drugmaker; reports Oct 30 before the open (company-announced).
Berkshire Hathaway
Financials
Net earnings include investment gains of $12.684 billion vs. $4.970 billion a year earlier, per Berkshire.
Recap BRK.B Q2 2026: revenue up 10.0% year over year to $101.81 billion, net income up 107.5%. Operating earnings were $12.983 billion vs. $11.160 billion, per Berkshire. Net earnings swing with investment gains, which Berkshire itself cautions against focusing on.
Why picked Large-cap conglomerate; Q3 date not yet announced by Berkshire.
Visa
Financials
Recap V Q4 FY2026: revenue up 13.2% year over year to $12.14 billion, net income up 17.9%. Diluted EPS $3.19 vs. $2.62 a year earlier (GAAP, Class A).
Why picked Large-cap payments network; reported Oct 27. Next date not yet announced.
The Home Depot
Consumer Discretionary
Recap HD Q2 FY2026: revenue up 5.7% year over year to $47.86 billion, net income up 4.7%. Diluted EPS $4.79 vs. $4.58 (GAAP).
Why picked Large-cap home-improvement retailer; Q3 release listed for Nov 17, 9:00 a.m. ET on its IR calendar.
McDonald's
Consumer Discretionary
Recap MCD Q2 2026: revenue up 3.7% year over year to $7.10 billion, net income up 4.8%. Diluted EPS $3.32 vs. $3.14 (GAAP).
Why picked Large-cap restaurant company; Q3 date not yet confirmed on McDonald's own site.
The Walt Disney Company
Communication Services
Quarter included $900 million of restructuring and impairment charges, including an $812 million impairment of the A+E investment, according to Disney.
Recap DIS Q3 FY2026: revenue up 6.8% year over year to $25.25 billion, net income down 49.9%. Diluted EPS $1.51 vs. $2.92 (GAAP). One-time items: $900 million of restructuring and impairment charges this quarter vs. $185 million a year earlier, per Disney.
Why picked Large-cap media company; webcast Nov 17 at 8:30 a.m. ET (company-announced).
T-Mobile US
Communication Services
Recap TMUS Q3 2026: revenue up 7.4% year over year to $23.58 billion, net income up 27.3%. Diluted EPS $3.22 vs. $2.41 (GAAP).
Why picked Large-cap wireless carrier; reported Oct 28. Next date not yet announced.
Caterpillar
Industrials
Recap CAT Q3 2026: revenue up 17.3% year over year to $20.68 billion, net income up 42.9%. Profit per share $7.13 vs. $4.88. Caterpillar attributes the sales gain mainly to higher volume and price realization.
Why picked Large-cap equipment maker; reported Q3 today, Oct 29. Next date not yet announced.
Uber Technologies
Industrials
Recap UBER Q2 2026: revenue up 12.2% year over year to $14.19 billion, net income up 76.7%. Diluted EPS $1.17 vs. $0.63 (GAAP).
Why picked Large-cap industrials name (ride-hailing/delivery); Q3 call Nov 4 at 8:00 a.m. ET (company-announced).
Walmart
Consumer Staples
Recap WMT Q2 FY2027: revenue up 5.9% year over year to $187.94 billion, net income down 9.4%. Diluted EPS $0.80 vs. $0.88 (GAAP). Walmart's reported EPS includes gains and losses on equity investments, per the company.
Why picked Large-cap retailer; Q3 FY27 materials Nov 19 about 6 a.m. CT (company-announced).
Target
Consumer Staples
Recap TGT Q2 2026: revenue up 5.3% year over year to $26.54 billion, net income up 100.7%. Diluted EPS $4.11 vs. $2.05 (GAAP).
Why picked Large-cap retailer; Q3 call Nov 18 at 8:00 a.m. ET per its IR events page.
Exxon Mobil
Energy
Recap XOM Q2 2026: revenue up 42.3% year over year to $116.02 billion, net income up 105.1%. Diluted EPS $3.48 vs. $1.64 (GAAP).
Why picked Large-cap oil producer; Q3 materials Oct 30 about 5:30 a.m. CT (company-announced).
Chevron
Energy
Recap CVX Q2 2026: revenue up 56.3% year over year to $70.06 billion, net income up 384.8%. Diluted EPS $6.11 vs. $1.45 (GAAP).
Why picked Large-cap oil producer; Q3 call Oct 30 at 11:00 a.m. ET (company-announced); release time not stated.
Southern Company
Utilities
Recap SO Q2 2026: revenue up 0.1% year over year to $6.98 billion, net income up 33.4%. Diluted EPS $1.03 vs. $0.80 (GAAP).
Why picked Large-cap utility; Q3 release by 7:30 a.m. ET Nov 5 (company-announced).
Duke Energy
Utilities
Q2 2026 reported results include charges related to regulatory settlements, per Duke.
Recap DUK Q2 2026: revenue up 1.1% year over year to $7.59 billion, net income up 11.0%. Reported EPS $1.38 vs. $1.25 (GAAP). Duke said the gap between reported and adjusted EPS includes regulatory settlement charges.
Why picked Large-cap utility; Q3 results 7:00 a.m. ET Nov 5 (company-announced).
American Tower
Real Estate
Recap AMT Q3 2026: revenue up 2.5% year over year to $2.79 billion, net income down 10.3%. Net income attributable to common stockholders. Diluted EPS $1.64 vs. $1.82 (GAAP).
Why picked Large-cap tower REIT; reported Oct 27. Next date not yet announced.
Equinix
Real Estate
Recap EQIX Q3 2026: revenue up 11.0% year over year to $2.57 billion, net income up 30.7%. Diluted EPS $4.93 vs. $3.81 (GAAP).
Why picked Large-cap data-center REIT; reported Oct 28. Next date not yet announced.
Linde
Materials
Recap LIN Q3 2026: revenue up 9.2% year over year to $9.40 billion, net income down 12.3%. Diluted EPS $3.66 vs. $4.09 (GAAP).
Why picked Large-cap industrial-gas company; reported Q3 today, Oct 29. Next date not yet announced.
Air Products
Materials
Quarter included $2.907 billion of business and asset action charges, per Air Products.
Recap APD Q3 FY2026: revenue up 4.6% year over year to $3.16 billion, net loss of $1.44 billion vs. net income of $0.71 billion a year earlier. GAAP loss per share $6.47 vs. EPS of $3.20, driven by charges for business and asset actions announced June 30, 2026, per Air Products.
Why picked Large-cap industrial-gas company; Q4 call Nov 5 at 8:00 a.m. ET (company-announced).
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