The week ahead in earnings:

$KIM Kimco Realty CEO: Retailers remain aggressive on 2027–2028 openings because scarce high-quality space risks disappearing quickly. “They're still leaning into that. And I think they recognize that if they don't be aggressive today that the space is going to be gone tomorrow.”

$ARES Ares Management CEO: “...people are talking about the retail flows. But I can say unequivocally that the institutional demand for private credit is incredibly strong, and it's probably as good as we've ever seen it. I think that's somewhat just secular."

$GEV GE Vernova CEO Scott Strazik: Backlog reached $176B in Q2 and is expected to cross $200B very early in 2027. “We had $176 billion backlog at the end of the second quarter, and we've talked about getting to a $200 billion backlog in 2027. I would say on the strength of the orders we expect to see in the third quarter, that $200 billion milestone we should hit very early in 2027.”

$HONA Honeywell Aerospace CEO: Demand remains at record levels "The resiliency of that demand, the resiliency of the order book, the resiliency of the backlog that we have has been untouched and is actually at record levels for us on a go-forward basis."

$COST Costco CEO Ron Vachris: Younger members are becoming a materially larger part of the membership base. “Our member base under 40 has grown nearly 60% since COVID, increasing our total penetration of members under 40 to more than 1/4 of our total base....While these younger members start out spending a little less with us, over time, they grow into higher spending members

Ack, will follow up

$SNPS Synopsys CEO Sassine Ghazi in their engagement with OpenAI: "The requirement we have is our knowledge and IP cannot get sucked into a model that becomes the base model and without our control is available to the world. That's a nonstarter for Synopsys… OpenAI will have to invest hundreds of millions of dollars to post-train GPT to make a GPT-Synopsys. That does not come for free"

Hemnet CEO : "...if we look at the code that we generated in December 2025, roughly 20% was enabled by an AI. That is closer to 90%, so 9-0, today." *Hemnet operates Sweden’s largest online property marketplace.

$TSLA deliveries vs. production: Next Earnings call: Wednesday, October 21, 2026

Q3 2026 Production: 464,391 Deliveries: 486,532 Energy storage deployments: 13.7 GWh Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT ir.tesla.com

$HPE HPE Networking EVP: Management underestimated the strength of the cycle "Quite frankly, we, including I, underestimated just how explosive the market growth is and also how good our execution is going to be in capturing that"

$CG Carlyle Group Chair David Rubenstein: "So I decided to start Carlyle with no knowledge of how little I really didn't know about private equity. And most people that start companies start companies with knowing very little about what they're about to do. Very few. Because you just, if you knew how all the problems in starting a company, you probably wouldn't start it.”"

$OWL Chairman Douglas Ostrover: Blue Owl owns and operates 140+ data centers with ~15 GW of capacity “Our data center business, we have a 1,000-person team in that space. We've been at it for in excess of 10 years. We own and operate in excess of 140 facilities, about 15 gigawatts of capacity makes us one of the largest players and globally there.”

If you don't want to make mistakes, I doubt you will be super successful because failure is the best teacher. Also very important to learn from mistakes and not repeat them!

$BX Blackstone CFO Michael Chae: “We're the largest non-captive alternative insurance platform with $290 billion of AUM. That's up nearly 4x over the last 5 years.”

$COST Costco CEO Ron Vachris: "Our current plan is to open another 33 warehouses in fiscal year 2027... as we build towards our goal of opening 30 net new warehouses per year.”

$NKE Nike CFO: “In Q1, the Jordan Brand represented 13% of our global business with revenue falling by mid-teens.”