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Zacks analysts reviewed three major stocks on October 23, 2026. Amazon outperformed its industry but faces margin pressures from AI infrastructure spending and rising debt.

GE Aerospace declined less than its industry peers but confronts production cost challenges and supply chain constraints. TotalEnergies underperformed its industry peer group despite a balanced portfolio, with geopolitical risks and commodity volatility as key concerns.

Amazon is expected to report Q3 2026 earnings of $2.01 per share with 12.2% revenue growth, but a negative Earnings ESP of -2.11% combined with a Zacks Rank #3 makes an earnings beat unlikely. Carvana is projected to report $0.47 EPS with 123.8% year-over-year growth, but a -11.02% Earnings ESP and Zacks Rank #4 (Sell) suggest difficulty in beating consensus estimates.

Despite Amazon's $250 share price, the article argues the stock remains attractively valued for long-term investors. With a forward P/E ratio of 24 (below its five-year average of 39) and a strong track record of 22% average annual gains over 15 years, Amazon presents a compelling investment opportunity. The author emphasizes that absolute share price is less important than valuation metrics and the company's diverse business portfolio, including the fast-growing AWS segment.

Hedge funds dramatically shifted their stance on Broadcom in September, flipping from shorting the stock in August to making it one of their most-held positions. The AI chipmaker's impressive Q3 earnings—with AI semiconductor revenue surging 221% year-over-year to $16.7 billion—drove the reversal. Despite concerns about valuation after a 59% annualized return over three years, analysts view Broadcom as attractive at current valuations with a forward P/E of 19 and strong growth projections through 2028.

Apple launched new smart home products including the $299 HomeView device and premium security cameras/accessories, but analysts question whether consumers will pay significantly higher prices than competitors like Amazon and Google. The discussion also covers ASML's strong earnings and capacity constraints through 2028, and the luxury sector's struggles due to China's weakening demand and middle-class consumer pullback, though ultra-premium brands like Hermès remain resilient.

The article argues that Nvidia will outperform Broadcom over the next five years despite both being leaders in AI semiconductors. Nvidia's advantages include its dominant 90%+ GPU market share with high switching costs via its CUDA ecosystem, higher gross margins, and expansion into a full-stack AI platform. While Broadcom faces competition in ASICs with lower margins and a narrower moat, Nvidia's premium valuation (24.9x forward earnings vs. Broadcom's 19.4x) is justified by its superior market position.

East Tennessee State University and Ballad Health premiered the documentary 'NURSE: Empathy Heals' on October 21 at Nashville's Belcourt Theatre. The film, directed by Chusy of Plan A Films, explores nurses' personal stories and the emotional demands of caregiving during the COVID-19 pandemic and everyday challenges. The documentary began streaming on Amazon Prime and other platforms on October 22, with Grammy Award-winning singer-songwriter Amanda Shires hosting the screening alongside her retired nurse mother.

Q3 earnings are expected to grow 26.2% YoY on 12.1% higher revenues, marking the 8th consecutive quarter of double-digit earnings growth. With over 50% of S&P 500 companies having reported, broad-based strength is evident across 14 of 16 sectors. Notably, estimates for Q4 2026 and full-year 2027 continue to trend higher, signaling a positive outlook despite some moderation in growth rates compared to recent periods.

Sea Limited stock has plunged 17% since October 15 following announcements of launching a cloud business (Sea Cloud) and potentially spinning off its fintech arm Monee. Despite uncertainty around these moves and capital requirements, the author argues the selloff is overdone given the company's strong 47% revenue growth and attractive P/E ratio of 30, making it a potential buying opportunity.

Nokia is undergoing an AI-driven transformation as a supplier of AI networking equipment and infrastructure. Nvidia invested $1 billion in Nokia last year to collaborate on AI radio access networks (AI-RAN).

Nokia's AI & Cloud division revenue surged 123% year-over-year to 631 million euros in Q3, with order intake up 118%. The company is positioned as a key pick-and-shovel supplier in the AI infrastructure ecosystem, providing optical networking equipment needed by hyperscalers building data centers.

A Motley Fool podcast discusses how historical S-1 risk factors from Amazon, Alphabet, and Meta didn't materialize into existential threats, offering perspective on Anthropic's alarming AI risks. The hosts identify stocks hitting new lows amid market fear—including Brookfield Corporation, Shopify, and Realty Income—while explaining how rising bond yields create both challenges for growth stocks and opportunities for cash-rich businesses and financial institutions.

Salesforce and Snowflake represent different investment profiles in the AI-driven data economy. Salesforce is a profitable, mature CRM leader with strong cash generation and Agentforce adoption, trading at a conservative 14.9x forward P/E. Snowflake is a high-growth data cloud specialist with 29.2% revenue growth but still unprofitable, trading at 141.5x forward P/E. The author favors Snowflake for long-term investors, believing AI expansion increases demand for data infrastructure more than traditional software.

Alphabet is expected to report Q3 2026 revenues of $111.64 billion (up 27.63% YoY) with earnings of $2.94 per share. Growth is driven by strong Google Cloud adoption, Search advertising momentum, and increasing Gemini AI adoption.

However, rising infrastructure costs and premium valuation present headwinds. The stock has underperformed peers YTD but maintains a Zacks Rank #2 (Buy) rating.

The article compares Adobe and CrowdStrike as software investment options for 2026. Adobe maintains dominant market position with strong profitability and cash flow but faces headwinds from generative AI threatening its creative software business.

CrowdStrike is recommended as the better buy, benefiting from growing enterprise demand for AI security solutions despite past operational challenges. The author favors CrowdStrike because AI expansion creates new security vulnerabilities, while AI threatens to commoditize Adobe's core creative offerings.

Meta, SpaceX, and Tesla posted strong revenue but are spending heavily on AI infrastructure with uncertain cash flow outcomes. Walmart opened AI shopping to approved agents while Amazon blocked them.

Salesforce acquired Braze for a 58% premium but analysts expect modest returns. Netflix and Intuitive Surgical face pricing power challenges. Old-economy companies like Cisco, Corning, and EQT benefit from AI buildout demand.

The article compares two leading cybersecurity companies: CrowdStrike, which dominates with its unified Falcon platform, cloud-native architecture, and profitability, versus SentinelOne, which offers AI-powered Singularity platform with high-speed automated response but remains unprofitable. CrowdStrike is recommended as the stronger long-term investment due to its scale, profitability, accelerating growth, and deep integration into enterprise AI infrastructure, despite facing reputational risks from a 2024 incident. SentinelOne shows promising momentum and improving economics but is still in heavy investment phase with significant losses.

With the S&P 500 and Nasdaq experiencing volatility amid rising bond yields and inflation concerns, Warren Buffett's investment philosophy emphasizes focusing on companies with durable competitive advantages (economic moats) rather than chasing trendy AI stocks. The article warns that while AI is transformative, not all companies in the sector will succeed long-term, drawing parallels to the dot-com bubble. Buffett advocates for diversification, quality businesses at reasonable prices, and patience with compounding rather than market timing.

The article discusses ranking the best stocks to buy, though the full content is not provided in the excerpt. The piece appears to be part of The Motley Fool's stock recommendation series, with mentions of major tech and consumer companies in the market data.

Google has agreed to pay SpaceX $11 billion annually through 2029 for access to approximately 110,000 GPUs to expand its cloud infrastructure and keep pace with competitors. While the deal quickly resolves Google's GPU bottleneck, it exposes concentration risks by funding xAI as a potential future competitor, reinforcing Nvidia's market dominance, and creating dependency on centralized infrastructure that could face disruption.

Harvard's $68 billion endowment has concentrated 75% of its public equity portfolio in five AI-focused stocks: SpaceX (52%), TSMC (8%), Cerebras (6%), Amazon (5.5%), and Alphabet (4%). While this concentration appears risky, it represents only about 3% of the total endowment. The article analyzes each holding's growth potential in AI infrastructure, cloud computing, and space technology.