Leon Hinde

Comcast

Posted on October 31, 2026 | by Leon Hinde | Leave a Comment

Comcast Corporation – Class A Common

Marvell

Posted on October 30, 2026 | by Leon Hinde | Leave a Comment

Marvell Technology, Inc. – Common

Marvell is in advanced discussions to acquire optical networking firm Lumentum.

Microsoft

Posted on October 30, 2026 | by Leon Hinde | Leave a Comment

Microsoft Corporation – Common

Microsoft delivered Q1 FY27 EPS of $4.89 on revenue of $92.28 billion (surpassing consensus of $4.72 and $90.66 billion), powered by a 48% acceleration in its Azure cloud division.

Alphabet

Posted on October 30, 2026 | by Leon Hinde | Leave a Comment

Alphabet Inc. – Class C Capital

The company missed Q3 revenue and profit forecasts, showing slower core search advertising growth and a quarterly negative free cash flow of -$9.1 billion after capex and property outlays significantly exceeded operating cash.