Market-Moving Finance News
Market-Moving Finance News
Ticker News Sentiment
Market News Sentiment
Earnings
9 hours ago
Applied Materials Earnings Top Estimates, Guide Higher
- Reported record Q4 revenue of $10.4 billion and record non-GAAP EPS of $4.16.
- Guided fiscal Q1 2027 revenue near $11.1 billion and non-GAAP EPS around $4.35.
- Management attributed the outlook to continued demand for advanced AI chips.
5POSITIVE
4NEUTRAL
0NEGATIVE
Operations
9 hours ago
Microsoft Outlook Outage Disrupts Thousands
- Microsoft said unexpectedly unavailable servers, not increased traffic, strained infrastructure and forced paused deployments and traffic redistribution.
- User-report aggregates peaked at more than 97,000 Outlook and about 38,000 Microsoft 365 reports.
- Microsoft restarted affected servers and tested a configuration change while mitigation remained ongoing.
0POSITIVE
0NEUTRAL
8NEGATIVE
Earnings
10 hours ago
Cisco Earnings Lift Fiscal-2027 Outlook
- Cisco reported Q1 revenue of $18.5 billion and non-GAAP EPS of $1.40.
- Raised FY2027 revenue guide to $74.8 billion-$75.8 billion and non-GAAP EPS to $5.47-$5.53.
- Lifted hyperscaler AI infrastructure revenue forecast to $9.0 billion.
7POSITIVE
3NEUTRAL
0NEGATIVE
Earnings
11 hours ago
Broadcom Rallies After Nvidia CEO Resigns
- Nvidia CEO resignation provided the immediate catalyst for investor interest in alternative AI-chip and networking suppliers.
- Broadcom reported fiscal third-quarter AI revenue of $16.7 billion and total revenue of $29.6 billion.
- Management guided fiscal fourth-quarter revenue near $34.8 billion, underscoring AI supply capacity and concentration risk.
5POSITIVE
0NEUTRAL
1NEGATIVE
Leadership
16 hours ago
Nvidia CEO Resignation: Kress Named Interim CEO
- Jensen Huang resigned effective Nov. 12, 2026 as president, chief executive officer and director.
- Colette Kress was named interim CEO and will retain her CFO role during the board's search.
- Harvey C. Jones was appointed the board's first chair to oversee the CEO search and ensure continuity.
15POSITIVE
39NEUTRAL
129NEGATIVE
Earnings
17 hours ago
Nebius Q3 Revenue Beat, Capex Plan Raises Risk
- Q3 revenue hit $981 million, driven by $974 million of AI-cloud sales.
- 2026 capex rose to $27.0 billion and 2027 capex plan is $40.0-$45.0 billion.
- Customer prepayments and financing expected to cover roughly 75.0%-85.0% of 2027 capex.
9POSITIVE
5NEUTRAL
12NEGATIVE
Policy
1 day ago
Nvidia CEO Investigation Spurs Board Review
- Board opened an independent probe into reports the CEO was targeted by a foreign-intelligence effort on Nov. 8
- CEO acknowledged personal misconduct and pledged cooperation with the investigation
- Nov. 11 reports said the board was preparing to remove the CEO and prompted a congressional briefing request
5POSITIVE
14NEUTRAL
86NEGATIVE
Earnings
1 day ago
Applied Aerospace Q3 Results Trim 2026 Outlook
- Recorded Q3 revenue of $182 million and backlog near $1.3 billion.
- Narrowed 2026 revenue guidance to $660 million-$670 million and adjusted EBITDA to $137 million-$142 million.
- Supplier shortages and ramp costs pushed $15 million-$20 million of rotorcraft aftermarket revenue into 2027.
1POSITIVE
4NEUTRAL
2NEGATIVE
Deals
1 day ago
Anthropic IPO Draws Heavy Demand as Roadshow Begins
- Anthropic launched a roadshow proposing 825 million Class A shares at $70-$78 per share.
- Market accounts said allocations were fully covered and institutional demand exceeded the SpaceX IPO.
- Vanda Research estimated roughly $250 million in potential first-day net retail buying as an indicator.
5POSITIVE
12NEUTRAL
1NEGATIVE
Policy
1 day ago
AI Stocks Selloff Deepens After Hotter Inflation
- Hotter October CPI and hawkish Fed signals tightened policy expectations and triggered an AI stocks selloff.
- Higher short-dated Treasury yields increased pressure on interest-sensitive tech and AI infrastructure financing.
- Banks and credit investors tightened scrutiny of data-center deals, amplifying credit stress for debt-funded expansion.
4POSITIVE
4NEUTRAL
4NEGATIVE
Leadership
1 day ago
Nvidia Selloff Deepens After Board Probe, Analyst Cuts
- Board opened an independent investigation and retained outside counsel to probe reports concerning CEO Jensen Huang.
- Baird downgraded to Neutral and cut its price target to $200 from $500.
- Two-session move erased about $470.0 billion of market value and pressured tech sector risk premia.
12POSITIVE
8NEUTRAL
29NEGATIVE
Deals
1 day ago
Costco Special Dividend And Buyback Reauthorized
- Board declared a $30-per-share special cash dividend totaling about $13.3 billion.
- Board reauthorized the stock-repurchase program to allow future buybacks and potential share-count reduction.
- Announcement dated Nov. 10, 2026 showed a 16:15 ET timestamp in the distribution release.
10POSITIVE
2NEUTRAL
0NEGATIVE
Earnings
2 days ago
Amazon Earnings Show AWS Momentum
- AWS net sales rose 39.3% year over year to $46.0 billion.
- Remaining performance obligations totaled $578.0 billion, providing a visible multi-year revenue runway.
- Heavy 2026 capex of $220.0 billion and negative trailing free cash flow weigh on near-term liquidity.
4POSITIVE
4NEUTRAL
1NEGATIVE
Earnings
2 days ago
Firefly Aerospace Q3 Results Raise Outlook
- AST engine agreement worth more than $1.3B provides funding, IP and manufacturing license.
- Q3 revenue was $110.7M, a 259% y/y climb, with a record $1.7B backlog.
- Company set full-year 2026 revenue guidance at $440M-$450M.
6POSITIVE
4NEUTRAL
2NEGATIVE
Products
2 days ago
Adobe AI Pushes GenStudio Into Enterprise Content
- GenStudio now includes agentic AI capabilities for enterprise content creation and personalization.
- Creative Cloud agentic workflows extend across Photoshop, Premiere, Illustrator and InDesign.
- CX Enterprise Coworker targets orchestration of content supply chains for brands scaling personalized content.
1POSITIVE
6NEUTRAL
0NEGATIVE
Earnings
2 days ago
USA Rare Earth Q3 Results: Milestones, Losses
- Recorded first commercial NdFeB magnet sales and began Serra Verde MREC shipments.
- Quarterly revenue totaled $3 million while adjusted net loss was $126 million.
- Held about $1.2 billion in cash but paid roughly $190 million for Serra Verde.
1POSITIVE
2NEUTRAL
2NEGATIVE
Earnings
2 days ago
Micron Stock Draws Bullish Attention After Earnings
- Reported fiscal Q4 revenue of $54.2 billion and non-GAAP EPS $33.42 per share.
- Over 75.0% of fiscal 2027 shipments were committed and $150 billion in remaining performance obligations.
- Trading at roughly four times consensus fiscal 2027 earnings, implying material value upside if AI memory demand holds.
10POSITIVE
1NEUTRAL
1NEGATIVE
Earnings
2 days ago
D-Wave Q3 Results Show Revenue Beat, Wider Loss
- Revenue rose to $4.5 million, a 21% year-over-year increase.
- GAAP operating expenses surged to $55.9 million, widening adjusted EBITDA loss to $37.7 million.
- Nine-month bookings rose to $37.4 million, boosted by a $20 million FAU system sale expected largely in Q4.
1POSITIVE
8NEUTRAL
5NEGATIVE
Earnings
2 days ago
CoreWeave Earnings Face Financing Test
- Aug. 11 guidance called for Q3 revenue of $3.45B–$3.60B and capex of $11.5B–$13.5B.
- Interest expense guidance was $860M–$940M for Q3, up from $640M in Q2.
- Backlog was $104.2B with 1.5GW active capacity and a >1.85GW year-end target.
24POSITIVE
14NEUTRAL
13NEGATIVE
Earnings
2 days ago
Archer Aviation Earnings and FAA Certificate
- Q3 revenue was $5.1 million; adjusted EBITDA loss was $178.5 million.
- Guidance calls for fourth-quarter revenue of $5 million-$6 million and an adjusted EBITDA loss of $185 million-$205 million.
- Cash, cash equivalents and short-term investments totaled $1.3536 billion after a $207 million quarterly decline.
3POSITIVE
4NEUTRAL
2NEGATIVE
Policy
2 days ago
December Fed Rate Hike: Waller Leaves Door Open
- Waller backed a 25-basis-point December hike and left a 50-basis-point option tied to October core CPI.
- He warned restricting action under hotter inflation would risk the Fed's credibility.
- Fed-funds futures at the Nov.9 close implied about an 85% probability of a December hike.
0POSITIVE
15NEUTRAL
4NEGATIVE
Earnings
2 days ago
Digital Turbine Earnings Show Revenue Gain, Margin Pressure
- Q2 revenue was $178.7 million, up 27% year over year.
- Fiscal-2027 revenue guidance was raised to $670 million-$690 million.
- Non-GAAP gross margin fell to 43% from 47% as revenue-share costs and product mix pressured margins.
3POSITIVE
7NEUTRAL
4NEGATIVE
Policy
2 days ago
October CPI Comes In Above Forecasts
- Headline CPI rose 0.4% month over month in October, exceeding the 0.3% consensus.
- The above-forecast reading reinforced expectations for further Federal Reserve rate increases.
- Reports conflicted on energy's contribution, leaving component drivers uncertain for traders.
0POSITIVE
17NEUTRAL
15NEGATIVE
Earnings
2 days ago
Hims & Hers Earnings Disappoint After Q3 Margin Squeeze
- Q3 revenue rose 49.0% to $890 million while subscribers reached 2.788 million but fell about 100,000 sequentially.
- Gross margin compressed to 57.0% from 74.0%, producing a GAAP net loss of $33 million.
- Company cut full-year 2026 adjusted EBITDA guidance to $257 million-$277 million, tightening profit visibility.
1POSITIVE
2NEUTRAL
10NEGATIVE
Earnings
2 days ago
Trump Media Q3 Results Lack Verifiable Numbers
- Filed Form 10-Q and Item 2.02 Form 8-K on Nov. 9, 2026, furnishing a results release.
- Accessible SEC excerpts omit the financial tables needed to verify revenue, net income and digital-asset gains.
- No forward quantitative guidance or transaction terms for any proposed TAE Technologies deal appear in the excerpts.
3POSITIVE
2NEUTRAL
2NEGATIVE
Leadership
2 days ago
Nvidia Investigation Deepens After Shareholder Lawsuit
- Board opened an independent probe into whether Jensen Huang was targeted by a foreign-intelligence operation.
- A proposed federal securities class action alleges nondisclosure and seeks class certification and unspecified damages.
- Reports cite political and regulatory scrutiny ahead of a Nov. 18 congressional proceeding.
5POSITIVE
16NEUTRAL
65NEGATIVE
Policy
3 days ago
FDA GLP-1 NAION Warning Prompts Label Updates
- FDA required U.S. label updates after a pooled review found a numerical imbalance in rare NAION cases.
- Pooled trials tallied 15 probable NAION events, with incidence about 6.4 versus 3.8 cases per 100,000 patient-years.
- FDA advised ophthalmologic evaluation for sudden visual symptoms and to consider stopping GLP-1 RAs if NAION suspected.
0POSITIVE
0NEUTRAL
5NEGATIVE
Earnings
3 days ago
Skydance Earnings Show Cost-Cut Plan, Streaming Focus
- Q3 results covered the quarter ended Sept. 30 and reflected the pre-close basis of the Oct. 6 acquisition.
- Company highlighted cost reductions and plans for a combined streaming bundle aimed at early 2027.
- Release omitted revenue, net income, adjusted EBITDA and Paramount+ growth metrics needed to verify reported figures.
4POSITIVE
4NEUTRAL
4NEGATIVE
Earnings
3 days ago
Plug Power Q3 Results: Revenue Up, Cash Use Falls
- Revenue rose to $201 million, up 13.0% year over year.
- Net cash usage fell to $28 million, a record low and a 54.0% sequential reduction.
- Company reaffirmed 2026 revenue-growth guidance and kept a target of positive EBITDAS in Q4.
4POSITIVE
4NEUTRAL
2NEGATIVE
Markets
3 days ago
Oil Falls After Trump Downplays Iran Risk
- Trump's CNN remarks reduced the geopolitical premium, prompting oil to fall.
- Brent settled at $92.57 and WTI at $86.85.
- JPMorgan estimated global supply surplus of 1.1 million b/d in September and 1.4 million b/d in October.
0POSITIVE
3NEUTRAL
13NEGATIVE
Deals
3 days ago
Anthropic IPO Faces Size and Valuation Questions
- Amended S-1 named a Nasdaq listing under ANT but left price range and offering size blank.
- $69.3 billion proceeds figure circulated but later described as inaccurate by follow-up reporting.
- S-1 showed revenue surged to $33.2 billion and disclosed $895.4 billion of infrastructure commitments.
21POSITIVE
26NEUTRAL
9NEGATIVE
Leadership
3 days ago
Skydance Names Jeremy Latcham to Lead DC Studios
- Skydance appointed Jeremy Latcham president and chief creative officer of DC Studios effective Dec. 1, 2026.
- The hire puts DC creative oversight under Skydance Motion Picture Group reporting to Dana Goldberg and Josh Greenstein.
- The change follows Skydance's Oct. 6, 2026 acquisition close valued at $110.0 billion.
0POSITIVE
3NEUTRAL
3NEGATIVE
Deals
3 days ago
AST SpaceMobile Joint Venture With Rakuten
- Rakuten and AST formed Rakuten AST to build a Japan LEO direct-to-device mobile network.
- Rakuten holds majority voting rights; operations targeted by end-March 2029 with up to $1 billion government support.
- AST reported Q3 revenue of $42.3 million, up year-over-year but below consensus estimates.
1POSITIVE
13NEUTRAL
6NEGATIVE
Earnings
3 days ago
Lucid Q3 Earnings Miss as PIF Extends Runway
- PIF increased its delayed-draw term loan by $1.75 billion, lifting pro forma liquidity to $3.75 billion.
- Revenue was $350.3 million for the quarter ended Sept. 30, 2026, with adjusted loss of $2.30 per share.
- Free-cash-flow consumption fell about 30% sequentially to roughly $1.04 billion.
2POSITIVE
6NEUTRAL
5NEGATIVE
Earnings
3 days ago
Rocket Lab Q3 Earnings Show Record Revenue
- Reported record revenue of $268 million, above a cited $257 million estimate.
- Backlog expanded to approximately $3.57 billion after signing more than $515 million in Neutron contracts.
- Reported a GAAP loss of $0.12 per diluted share while GAAP operating cash flow was $7.2 million.
8POSITIVE
7NEUTRAL
9NEGATIVE
Earnings
3 days ago
Take-Two Earnings Face GTA VI Test
- Preliminary quarter produced a $118M operating loss on $1.5B revenue.
- Net bookings fell 18.0% to $1.6B; recurrent spending declined 9.0% and comprised 81.0% of total.
- Kept fiscal-2027 net-bookings guidance at $8.0B-$8.2B while Q3 ranges sit below analyst average.
8POSITIVE
13NEUTRAL
2NEGATIVE
Earnings
3 days ago
Monday.com Q3 Earnings Show Strong Profit, Guidance Slows
- Revenue was $378 million, up 19.0% year over year.
- Non-GAAP operating margin hit a record 24.0% and non-GAAP EPS was $2.14.
- Fourth-quarter revenue guidance of $380 million-$382 million implies about 14.0% growth and cited restructuring and FX headwinds.
1POSITIVE
4NEUTRAL
3NEGATIVE
Deals
3 days ago
Bloom Energy NTT DATA Deal Spurs Data-Center Orders
- NTT agreement covers 900 megawatts for global data-center deployments with initial shipments expected in 2027.
- Publicly disclosed projects total 1,602 megawatts but documents do not show a single consolidated order.
- Contract value, site allocations, and firm purchase commitments remain undisclosed, shifting investor focus to execution.
2POSITIVE
5NEUTRAL
1NEGATIVE
Earnings
3 days ago
KKR Earnings Rise on Fee Growth in Q3 2026
- Adjusted net income reached $1.6 billion, up 29.0% year over year.
- Fee-related earnings were $1.3 billion, reflecting higher management fees and fundraising.
- AUM totaled $804.4 billion, supporting durable fee revenue.
5POSITIVE
4NEUTRAL
0NEGATIVE
Deals
3 days ago
NRG Asset Sale Funds Buybacks After Strong Q3
- NRG agreed to sell six gas-fired plants for $4.0 billion, freeing liquidity for capital allocation.
- Strong Q3 delivered adjusted EBITDA of $2.0 billion and free cash flow of $1.2 billion, boosting buyback capacity.
- Targeted close in Q2 2027 pending HSR, FERC and NYSPSC approvals.
1POSITIVE
4NEUTRAL
0NEGATIVE
Leadership
3 days ago
Nvidia Investigation Tests Board Backing Of CEO
- Board opened independent investigation after reports that CEO Jensen Huang was targeted by foreign intelligence.
- Independent directors with outside counsel will oversee the review and board retained confidence in the CEO.
- Secondary reports cited an employee admission of infidelity and unverified claims about $4.8 billion in AI equipment purchases.
6POSITIVE
12NEUTRAL
15NEGATIVE
Earnings
3 days ago
The Trade Desk Earnings Preview Stokes Cautious Optimism
- Pre-report buying was linked to hopes for a digital-ad recovery and management outlook.
- The return of co-founder and CTO Jeff Green supported cautious investor optimism.
- No TTD SEC filings were found in an EDGAR search, leaving earnings and alleged awards unverified.
10POSITIVE
3NEUTRAL
1NEGATIVE
Earnings
3 days ago
Ionis Cuts TRYNGOLZA Guidance After Third-Quarter Results
- The company reduced TRYNGOLZA full-year net-product-sales guidance to approximately $50 million.
- A law firm announced a securities investigation into disclosures after the guidance reduction.
- Quarterly revenue rose to $243 million while GAAP net loss narrowed to $110 million.
1POSITIVE
5NEUTRAL
4NEGATIVE
Earnings
3 days ago
AMD Q3 2026 Results Signal Data Center Surge
- Record Q3 revenue of $13.4 billion driven by Data Center strength.
- Data Center sales nearly doubled to $8.5 billion, accounting for 64.0% of revenue.
- Q4 guidance of $17.0 billion implies about 66.0% year-over-year growth and heavier Data Center reliance.
13POSITIVE
5NEUTRAL
2NEGATIVE
Earnings
3 days ago
Constellation Energy Q3 Earnings Top Estimates
- Adjusted operating earnings were $5.06 per share for the quarter ended Sept. 30, 2026.
- Revenue rose to $9.55 billion, a 45.4% year-over-year increase tied to the Calpine acquisition.
- Company raised and narrowed full-year 2026 adjusted operating-earnings guidance to $12.50-$12.80 per share.
11POSITIVE
4NEUTRAL
4NEGATIVE
Earnings
3 days ago
Barrick Q3 2026 Results: Profit Rises on Gold
- Revenue rose 22.0% to $5.1 billion as higher realized metal prices lifted sales.
- Adjusted EPS rose 41.0% to $0.82, lifting adjusted net earnings to $1.4 billion.
- Company reaffirmed 2026 production guidance and returned $1.0 billion to shareholders.
5POSITIVE
2NEUTRAL
1NEGATIVE
Deals
3 days ago
SpaceX Stock Split on Lockups and AI Outlook
- Reports said about one-third of shares were freely tradable and lockups were scheduled through mid 2027.
- Analyst targets spanned roughly $190 to $800, reflecting wide disagreement on AI and connectivity assumptions.
- Staged expirations plus analyst valuation variance could increase available supply and raise volatility for SpaceX stock.
5POSITIVE
7NEUTRAL
3NEGATIVE
Policy
4 days ago
Nvidia Investigation Triggers Congressional Scrutiny
- Board opened an independent review led by independent directors and outside counsel.
- A Nov. 18 closed-door congressional briefing request raises oversight risk ahead of the Nov. 17 earnings.
- Board said it had no reason to believe national security or company secrets were compromised.
9POSITIVE
21NEUTRAL
80NEGATIVE
Earnings
5 days ago
Berkshire Hathaway Buybacks Surge as Earnings Slide
- Repurchases totaled $9.6B in Q3 and $14.4B in nine months, highlighting heavy capital returns.
- Net earnings fell about 28% to $22.1B in Q3.
- Operating earnings slipped to $12.7B while after-tax realized investment gains dropped to $1.7B.
5POSITIVE
4NEUTRAL
4NEGATIVE
Earnings
6 days ago
TeraWulf Q3 2026 Results Lifted by HPC Leases
- Reported third-quarter revenue was $76.2 million with $63.0 million from HPC leases, roughly 83% of sales.
- Lake Mariner had 102 MW online and 336 MW under construction, progressing within cost guidance.
- Disclosed a Google credit backstop tied to an Anthropic lease valued at $19.0 billion.
3POSITIVE
3NEUTRAL
0NEGATIVE
Deals
6 days ago
Broadcom Stock Faces Volatility, Long-Term Case Stands
- Commentary cited $31.9 billion of free cash flow supporting dividends and buybacks.
- Coverage cited $161.0 billion in Anthropic lease commitments and $63.0 billion of financing as demand support.
- A December capital-allocation review was flagged as the near-term catalyst to crystallize returns.
1POSITIVE
3NEUTRAL
2NEGATIVE
Deals
6 days ago
Hims & Hers Eli Lilly Deal Expands Access to Obesity Drugs
- Agreement expands platform access to Lilly obesity medicines Zepbound and Foundayo.
- Self-pay pricing starts at $299 per month for Zepbound and $149 per month for Foundayo.
- Providers retain independent prescribing and Hims & Hers committed not to offer compounded Lilly GLP-1 copies.
4POSITIVE
3NEUTRAL
0NEGATIVE
Deals
6 days ago
Fox Completes Roku Acquisition
- Each Roku share was exchanged for $95.30 cash plus 0.9799 Fox Class A shares.
- Former Roku holders owned about 26% of Fox's outstanding common stock after closing.
- Roku shares ceased trading on Nasdaq and the platform joins Fox's Tubi distribution footprint.
6POSITIVE
1NEUTRAL
0NEGATIVE
Earnings
6 days ago
IREN Q1 FY27 Results Show AI Cloud Surge
- AI Cloud revenue rose 182.0% sequentially to $200 million, underpinning the quarter's revenue jump.
- Revenue backlog grew 22.0% to $20.3 billion, with about two-thirds tied to investment-grade counterparties.
- More than $4.0 billion of contracted ARR is fully funded; timing shifted into January 2027.
3POSITIVE
7NEUTRAL
1NEGATIVE
Earnings
6 days ago
DraftKings Q3 2026 Earnings Weaken on Predictions Spend
- Q3 revenue rose 16.0% to $1.3 billion, led by sportsbook margin gains and higher engagement.
- Adjusted EBITDA loss widened to $317 million as Predictions investment drove a sharp profitability decline.
- Company cut 2026 revenue and adjusted EBITDA guidance while issuing ambitious 2027 targets assuming lower investment intensity.
0POSITIVE
4NEUTRAL
9NEGATIVE
Earnings
6 days ago
IonQ Q3 2026 Results Raise Guidance
- IonQ reported record Q3 revenue of $174 million, up 336.0% year over year.
- Company raised full-year 2026 revenue guidance to $505 million-$515 million.
- Pro forma liquidity reached $3.7 billion and remaining performance obligations totaled $1.2 billion.
8POSITIVE
3NEUTRAL
2NEGATIVE
Deals
6 days ago
Firefly Engine Deal With AST SpaceMobile
- Deal supplies more than $1.3 billion to Firefly and funds its production ramp and test infrastructure.
- License consideration includes $400 million cash plus 10 to 14 million Class A shares subject to lockups.
- Firefly will deliver 36 engines, 27 Miranda and nine vacuum Vira, for AST's first three Blacklift rockets.
4POSITIVE
2NEUTRAL
0NEGATIVE
Policy
6 days ago
October Jobs Report 2026 Signals Labor Resilience
- Nonfarm payrolls rose 165,000 in October, above the 12-month monthly average of 48,000.
- The unemployment rate held at 4.1% as the number unemployed remained near 7.1 million.
- September payrolls were revised up 31,000 and August-September combined were 84,000 higher.
1POSITIVE
14NEUTRAL
2NEGATIVE
Earnings
6 days ago
Moderna Q3 Results: Raises Outlook on Vaccine Demand
- Moderna reported Q3 revenue of $1.3 billion on stronger international COVID-19 vaccine sales and government partnership deliveries.
- The company raised 2026 revenue-growth guidance to 15%-25% from up to 10%, citing sustained vaccine demand.
- Year-end cash and investments were raised to $8.1-8.3 billion and GAAP operating expenses were cut by $200 million.
12POSITIVE
4NEUTRAL
1NEGATIVE
Earnings
6 days ago
Cloudflare Q3 Results Lift Outlook
- Q3 revenue rose 39.2% to $782.5 million and annualized revenue exceeded $3.0 billion.
- Management raised full-year revenue guidance to $2.963-$2.964 billion.
- Company said it expects to achieve GAAP profitability in Q4 2026.
8POSITIVE
4NEUTRAL
1NEGATIVE
Operations
6 days ago
Tesla Cybertruck Production to Wind Down at Texas Plant
- Musk said Tesla will wind down Cybertruck production at Gigafactory Texas around mid-2027 to free capacity for Cybercab.
- Tesla did not say whether Cybertruck output would move to another plant or end entirely.
- The Texas plant is the only known site able to build Cybertruck's specialized components, complicating relocation.
2POSITIVE
3NEUTRAL
14NEGATIVE
Earnings
6 days ago
Lyft Q3 2026 Results Show Bookings Growth
- Record $5.6 billion gross bookings, 273.5 million rides and 31.6 million Active Riders.
- Adjusted EBITDA rose to $203.9 million and quarterly free cash flow was $294.7 million.
- Reserve items totaled $117.9 million, with $69.1 million reducing revenue and producing a $9.7 million net loss.
1POSITIVE
3NEUTRAL
2NEGATIVE
Leadership
7 days ago
Micron Stock Slides as Reports Outpace Disclosures
- Company release confirmed director Linnie M. Haynesworth will retire at the Jan. 14, 2027 annual meeting.
- Secondary reports cited $37.84 fiscal first-quarter EPS guidance and contracts through 2030 without primary confirmation.
- Any official filings or premeeting releases before Jan. 14, 2027 will be primary sources to confirm claims.
11POSITIVE
3NEUTRAL
4NEGATIVE
Earnings
7 days ago
Mattel Q3 2026 Results Cut Outlook
- Q3 margins and adjusted EPS were materially aided by $88 million in tariff refunds.
- Management said point-of-sale demand slowed late in Q3 and carried into the holiday quarter.
- Management narrowed fiscal 2026 adjusted-EPS guidance to $1.05-$1.20 and cut sales-growth range to 1%-4%.
2POSITIVE
3NEUTRAL
3NEGATIVE
Deals
7 days ago
Dropbox Plans to Acquire Tigris, Accelerates AI Push
- Planned acquisition of Tigris for $350 million to accelerate Dropbox's AI infrastructure expansion.
- Unveiled DBX Agent Cloud, an S3-compatible object storage rolled out to more than 70,000 teams.
- Third-quarter results exceeded guidance excluding FormSwift and prompted a raised full-year revenue and profit outlook.
4POSITIVE
3NEUTRAL
0NEGATIVE
Earnings
7 days ago
Airbnb Q3 2026 Earnings Lift Outlook
- Q3 revenue rose 19% to $4.9 billion, the fastest growth in more than three years.
- Adjusted EBITDA rose 22% to $2.5 billion, producing a 52% adjusted EBITDA margin.
- Board authorized an additional $12 billion for Class A repurchases, signaling management confidence.
21POSITIVE
4NEUTRAL
1NEGATIVE
Deals
7 days ago
Anthropic IPO Stalls as Investors Question Valuation
- S-1/A showed $33.2 billion nine-month revenue and $17.0 billion in the third quarter.
- Registration flagged at least $518.0 billion in cloud commitments; other reports cited nearly $800.0 billion.
- Investor pushback over a near-$1.5 trillion valuation complicated roadshow timing and may force a larger IPO discount.
2POSITIVE
6NEUTRAL
11NEGATIVE
Earnings
7 days ago
Palantir Q3 2026 Earnings Record Revenue and Profit
- Reported record Q3 revenue of $2.3 billion and net income of $1.1 billion.
- Raised full-year revenue guidance to $8.5 billion with Q4 revenue near $2.6 billion.
- U.S. commercial revenue topped government at $984 million, signaling a structural mix shift.
7POSITIVE
3NEUTRAL
5NEGATIVE
Markets
7 days ago
Tech Stock Selloff Deepens on AI Regulation Fears
- Democrats' midterm victories rekindled fears of tighter AI regulation and data-center permitting, stressing AI-dependent tech and chips.
- Nasdaq-100 fell about 5.8%, erasing roughly $1.9 trillion in market value.
- Philadelphia semiconductor index dropped more than 10%, signaling extended sector weakness and a fifth weekly decline.
3POSITIVE
14NEUTRAL
25NEGATIVE
Policy
7 days ago
Musk-Linked Stocks Plunge After Midterms
- Musk-linked stocks plunged after Nov. 3 midterms as investors repriced political and regulatory risk.
- Estimates of two-day combined market-value losses ranged roughly $380 billion to $450 billion.
- A market snapshot at 2026-11-05 17:30 ET showed Tesla down 10.8% and SpaceX down 9.1% for the day.
2POSITIVE
5NEUTRAL
9NEGATIVE
Policy
7 days ago
MNTN Securities Fraud Investigation Draws Law-Firm Probes
- Multiple law firms launched securities-law inquiries following the company's disclosures of a Q3 revenue miss and seller departures.
- MNTN reported third-quarter revenue of $80 million, below its prior $86 million-$89 million outlook.
- Management said about 40.0% attrition among experienced quota-carrying sellers impaired new-customer acquisition.
0POSITIVE
6NEUTRAL
0NEGATIVE
Policy
7 days ago
AI Stocks Selloff After Midterms Raises Data-Center Risk
- AI stocks selloff followed reported Democratic midterm wins and Meta remarks raising data-center permitting risk.
- Meta operates data centers in 23 states and has five planned projects of at least 1 gigawatt.
- Reports linked the midterm results to declines in AI, semiconductor and data-center stocks without verified causation.
4POSITIVE
5NEUTRAL
17NEGATIVE