How Investors Are Reacting To National Australia Bank (ASX:NAB) Q3 2026 A$1.8 Billion Net Income

Fitch revised the outlook on New Zealand's big four banks (ANZ NZ, BNZ, Westpac NZ, ASB) to positive, citing expected Reserve Bank capital rules that will allow issuance of loss-absorbing capacity (LAC) instruments to Australian parents. This is expected to bolster the banks' positions within their parent groups. ASB's AA- rating is higher due to its parent, Commonwealth Bank of Australia's, AA rating. The Reserve Bank plans to consult on LAC requirements next year, with implementation from late

Jim Cramer endorsed Akamai Technologies (AKAM) on CNBC's Mad Money, calling it a terrific stock. Akamai, known for speeding up websites, is shifting towards higher-margin cybersecurity and cloud services. The company reported $1.1 billion in Q2 revenue, up 5%, with security revenue up 10% and cloud infrastructure revenue up 39%. Akamai has secured $2.8 billion in multi-year cloud deals, including a $1.8 billion contract with Anthropic. Shares rose about 12% post-earnings, and the stock is up 30%

Live cattle futures fell $1.175 to $215.85, while feeder cattle rose $0.90 to $321.35. USDA reported 1,700 Mexican feeder cattle entered the US, with prices steady. Smithfield Foods expects a Q3 loss of $70M-$90M in fresh pork due to declining margins. Cargill's Fort Morgan beef plant plans to restart operations after labor agreement approval.

Planet Labs (PL) operates the largest commercial fleet of Earth-observation satellites, with a focus on defense and intelligence contracts. The company reported 26% revenue growth in fiscal 2026, positive operating cash flow of $134 million, and a 9-figure contract with the Swedish Armed Forces. Despite these positives, it faces challenges like persistent net losses and high capital intensity. The stock has a Superscore of 73, placing it in the Above Average category, and trades at $16.95 as of

Oracle (ORCL) reported a 30% revenue increase to $19.35B, with cloud revenue up 62%. Despite strong growth, shares are down 50% over the past year due to concerns over capex spending. The company has a $664B backlog and forecasts continued growth, but carries significant debt and negative free cash flow.

Nvidia CEO Jensen Huang suggests AI will drive cybersecurity growth, positioning CrowdStrike as a key player. CrowdStrike's cloud-native platform, Falcon, has growing ARR and a large TAM. The company's stock is expensive but seen as a long-term hold.