Most Active US Stocks — 2026-11-05
Research session: 2026-11-05. Published: 2026-11-05T21:35:49.282484+00:00.
Final report
Session close: $181.60. Regular-session share volume: 258,428,061. Change from previous close: -9.26%.
Key developments
Jim Cramer argued the company should deploy its large authorized buyback while shares are depressed, and analysts maintain a Buy consensus with a price target well above current levels. Third-quarter results are due shortly, with estimates calling for sharply higher revenue and earnings versus a year earlier.
Company news Jim Cramer Says Nvidia Should Buy Shares on Thursday’s 8% Drop: ‘If the Cheapest Asset is Your Stock, You Should Buy It’ · Company news Nvidia Stock Is Now Cheaper Than a Toilet-Paper Company, Data Shows
Sector context: chip and data-center names broadly sold off as analysts debated whether the AI pullback is an overreaction or has further to run.
Market context — Mentions NVDA in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Market context — Mentions NVDA in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions NVDA in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers
News sources
Company news 'NVIDIA Has Approached Apollo About Creating A Network Of Small AI Data Centers Potentially Spanning 20 States Across The U.S.' - The Information · Company news 'NVIDIA Explores Retrofitting Old Telecom Buildings For AI Data Centers' - The Information · Company news Nvidia Stock Is Now Cheaper Than a Toilet-Paper Company, Data Shows · Company news NVIDIA Faces Logistics and Regulatory Challenges for H200 Chips in China · Company news Jim Cramer Says Nvidia Should Buy Shares on Thursday’s 8% Drop: ‘If the Cheapest Asset is Your Stock, You Should Buy It’ · Market context — Mentions NVDA in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Market context — Mentions NVDA in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions NVDA in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers
Session close: $52.25. Regular-session share volume: 230,574,032. Change from previous close: -10.33%.
Key developments
Intel CEO Lip-Bu Tan purchased a large block of company shares through a family trust, disclosed in a regulatory filing, following a steep decline in the stock over the past month. The company also joined the Semiconductor Pathways Fund to support U.S. engineering talent, and Atsign launched an EdgeAI solution built on Intel Core Ultra and Xeon processors.
Company news Intel CEO Lip-Bu Tan Purchases $9.7 Million in Company Stock · Company news Intel Joins Semiconductor Pathways Fund to Strengthen U.S. Engineering Talent Pipeline · Company news Atsign Announces EdgeAI Solution Utilizing Intel Hardware
A TradePulse order-flow signal flagged a shift toward buying interest after an early decline, with the stock rebounding to an intraday high. Sector context: Dan Ives warned chip stocks could fall further and cited disruption across memory players and Intel, while Tom Lee called the AI selloff an overreaction.
Company news Intel Shares Rise 6% To Intraday High After Key Trading Signal · Market context — Mentions INTC in the article text. Dan Ives Warns Chip Stocks Aren't Done Falling, Sees Another 12% Drop — But Tom Lee Calls AI Selloff an 'Overreaction,' Predicts 20% Tech Rally
News sources
Company news Intel Shares Rise 6% To Intraday High After Key Trading Signal · Company news Intel CEO Lip-Bu Tan Purchases $9.7 Million in Company Stock · Company news Intel Joins Semiconductor Pathways Fund to Strengthen U.S. Engineering Talent Pipeline · Company news Atsign Announces EdgeAI Solution Utilizing Intel Hardware · Company news Intel Form4 Filing Shows CEO Lip-Bu Tan Purchases 150,000 Shares Of Intel Common Stock At Weighted Average Price Of $64.73/Share · Company news Intel Stocks Fall 9.1% as Server Demand Meets a Softer Outlook · Company news Intel Stock Has Plunged 50% in a Month. Trump’s Bad Week Is Getting Worse. · Company news Intel (INTC) Stock Still Looks Below Fair Value After Cash Flow Reset · Market context — Mentions INTC in the article text. Dan Ives Warns Chip Stocks Aren't Done Falling, Sees Another 12% Drop — But Tom Lee Calls AI Selloff an 'Overreaction,' Predicts 20% Tech Rally · Market context — Mentions INTC in the article text. 10 Information Technology Stocks With Whale Alerts In Today’s Session · Company mentioned — Mentions INTC in the article text. AMD Sets the Bar High for 2027, Analysts Say It Can Clear It
Session close: $123.62. Regular-session share volume: 156,069,245. Change from previous close: -9.05%.
Key developments
China Renaissance initiated coverage of SpaceX with a Buy rating and a price target below the analyst mean, offering a fresh valuation view. Arthur Hayes warned the stock could fall alongside Bitcoin, citing share-count growth since the IPO and a large unlock tied to Elon Musk's vesting schedule, before an eventual central-bank bailout rally.
Company mentioned — Mentions SPCX in the article text. China Renaissance Initiates SpaceX Coverage with Buy Rating · Company news Arthur Hayes: Bitcoin Could Fall With SPCX Before ‘Glorious’ Bailout Rally
SpaceX fell sharply in the broad tech selloff. Dan Ives excluded SpaceX from his post-election winners and said a SpaceX/Tesla merger now faces a tougher regulatory path. Separately, Musk disputed a NASA safety adviser's estimate of refueling launches needed for Starship's Moon mission, with a refueling demonstration targeted for early next year.
Market context — Mentions SPCX in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions SPCX in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions SPCX in the article text. Elon Musk Says Starship Needs Just 6–8 Refueling Launches to Reach Moon, NASA Safety Adviser Cites 22
News sources
Company news Arthur Hayes: Bitcoin Could Fall With SPCX Before ‘Glorious’ Bailout Rally · Company news SpaceX (SPCX) Stock Gets Fair Value Boost As Analysts Weigh AI Growth And Risks · Market context — Mentions SPCX in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions SPCX in the article text. China Renaissance Initiates SpaceX Coverage with Buy Rating · Company mentioned — Mentions SPCX in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions SPCX in the article text. Elon Musk Says Starship Needs Just 6–8 Refueling Launches to Reach Moon, NASA Safety Adviser Cites 22
Session close: $3.48. Regular-session share volume: 126,714,434. Change from previous close: +3.57%.
Session close: $18.03. Regular-session share volume: 102,624,763. Change from previous close: -16.95%.
Key developments
Democratic midterm gains, including a Texas governorship win, stoked fears of data-center moratoriums and a slower AI buildout, pressuring neocloud and crypto-linked names. Analysts said neoclouds face greater financing risk because many borrowed against GPUs, and UBS estimated a portion of expected later-decade capacity could be at risk from construction pauses.
Company news IREN Stock Slides as Midterm Results Raise Regulatory Fears · Company mentioned — Mentions IREN in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Market context — Mentions IREN in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending
News sources
Company news "Microsoft Sours on Neoclouds Owing to Data Center Delays, Costs; Microsoft Is Tightening Oversight Of Some Data Center Projects From Nebius Group, IREN, And Nscale; IREN & Microsoft Officials Met And Negotiated Revised Timeline That May Push Back Texas Site’s Completion By Several Weeks Or Months" - Bloomberg Exclusive · Company news Microsoft’s $5 Billion AI Spending Shortfall Puts IREN, Nebius Under Spotlight as Satellite Imagery Shows Data Center Delays: Report · Company news IREN Stock Slides as Midterm Results Raise Regulatory Fears · Company news IREN stock plunges 18% as Microsoft raises concerns over data center delays · Company news Is IREN stock setup strong enough to trigger a post earnings rally? · Market context — Mentions IREN in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Company mentioned — Mentions IREN in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions IREN in the article text. What Is Going On With Nvidia Stock on Thursday? · Company mentioned — Mentions IREN in the article text. Jim Cramer Warns Friday's Jobs Report Could 'Repeal' Midterm Rally, Says Elections 'Did Not Upend' Business Cycle: ‘I Hesitate To Guess Where We Go Next’ · Company mentioned — Mentions IREN in the article text. Airbnb Could Swing By $6.69 Billion After Earnings · Company mentioned — Mentions IREN in the article text. Company News for Nov 5, 2026
Session close: $10.08. Regular-session share volume: 89,628,211. Change from previous close: -13.85%.
Key developments
Shares fell ahead of third-quarter results, extending losses as Bitcoin slid and investors sold crypto-linked and AI data-center stocks after the midterms. Bernstein cut its price target while keeping an Outperform rating, and the company has missed earnings estimates in recent quarters.
Company news TeraWulf Stock Slides Ahead of Q3 Earnings · Company news Bernstein Maintains Buy Rating on TeraWulf, Adjusts Price Target
News sources
Company news TeraWulf Stock Slides Ahead of Q3 Earnings · Company news Fluor Announces Definitive Contract With TeraWulf For Three Kentucky Data Center Buildings; Value Not Disclosed, Expects To Book Award In Q4 · Company news Why Is TeraWulf Trending Wednesday? · Company news Bernstein Maintains Buy Rating on TeraWulf, Adjusts Price Target · Company news TeraWulf Secures Google Credit Support and Expands Fluor EPC Agreement for Justified Data Center Campus · Company news TeraWulf Set to Report Q3 Earnings: What's in Store for the Stock? · Company news Fluor Signs EPC Contract with TeraWulf for Large-Scale Data Center Campus in Kentucky · Company mentioned — Mentions WULF in the article text. Enbridge, Moderna On Deck Friday As Demand, Vaccine Pipeline Face Test
Session close: $11.74. Regular-session share volume: 85,674,724. Change from previous close: -2.09%.
Key developments
Coverage ahead of Nu Holdings' third-quarter release noted the company lacks the combination of factors typically associated with an earnings beat. Separately, ETFs were net sellers of the stock in early November, with more funds buying than selling but sales outweighing purchases.
Company news Nu Holdings Ltd. (NU) Earnings Expected to Grow: What to Know Ahead of Q3 Release · Company news ETFs Are Net Sellers of Nu Holdings (NU) on Nov. 3
News sources
Company news Nu Holdings Ltd. (NU) Earnings Expected to Grow: What to Know Ahead of Q3 Release · Company news ETFs Are Net Sellers of Nu Holdings (NU) on Nov. 3
Session close: $7.46. Regular-session share volume: 84,714,216. Change from previous close: -9.69%.
Session close: $1.35. Regular-session share volume: 82,258,957. Change from previous close: -7.53%.
Session close: $5.55. Regular-session share volume: 76,680,932. Change from previous close: -14.62%.
Key developments
Sector context: Democratic midterm victories, including in Texas, raised fears of data-center moratoriums and slower AI infrastructure growth, pressuring neocloud and independent data-center operators. Analysts noted these companies face greater financing risk because their growth depends on rapid capacity additions.
Company mentioned — Mentions CIFR in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions CIFR in the article text. Cipher Stock Plummets After Democrats' Midterm Wins
News sources
Company news Why Is Cipher Digital Stock Falling on Thursday? · Company news Keefe Bruyette & Woods Downgrades Cipher Digital to Market Perform · Company mentioned — Mentions CIFR in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions CIFR in the article text. Cipher Stock Plummets After Democrats' Midterm Wins
Session close: $43.66. Regular-session share volume: 76,669,835. Change from previous close: -9.83%.
Key developments
CoreWeave extended its selloff as investors reassessed AI infrastructure after Democratic midterm gains, with neoclouds hit harder than hyperscalers. Reporting tied the pressure to expectations that new data-center permits and construction could face more political friction, particularly in Texas, where a new governor has floated a moratorium on new data-center permits.
Company news CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company news CoreWeave Shares and Bonds Decline Amid Regulatory Concerns Following Election Results · Market context — Mentions CRWV in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers
Analysts cited by the reporting framed CoreWeave as more exposed than Big Tech because its growth depends on rapid capacity additions and GPU-backed financing; UBS estimated a meaningful share of expected U.S. capacity additions could be at risk from construction pauses. CoreWeave's unsecured bonds also traded under pressure, and a technical strategist expected further weakness in the shares.
Company news CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company news CoreWeave Shares and Bonds Decline Amid Regulatory Concerns Following Election Results · Market context — Mentions CRWV in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support
Context commentary noted that hyperscalers with existing compute and permitted sites could gain scarcity value if new buildouts slow, a relative advantage over neoclouds. Separately, CoreWeave was named among smaller developers seen as more exposed to local resistance over power and water use.
Company news CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions CRWV in the article text. What Is Going On With Nvidia Stock on Thursday?
News sources
Company news CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company news CoreWeave Shares and Bonds Decline Amid Regulatory Concerns Following Election Results · Company news CoreWeave Stocks Fall 10.66% as Construction Risk Meets Heavy Interest Costs · Company news CoreWeave Stock Is Plunging After the Election. Its CEO Insists the Business Is Safe. · Company news Core Scientific (CORZ) Could Be 59% Below Fair Value Following CoreWeave Deal · Market context — Mentions CRWV in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions CRWV in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Company mentioned — Mentions CRWV in the article text. Ed Yardeni Says Slowing AI Boom Is Actually Bullish for Big Tech · Company mentioned — Mentions CRWV in the article text. What Is Going On With Nvidia Stock on Thursday? · Company mentioned — Mentions CRWV in the article text. Jim Cramer Warns Friday's Jobs Report Could 'Repeal' Midterm Rally, Says Elections 'Did Not Upend' Business Cycle: ‘I Hesitate To Guess Where We Go Next’ · Company mentioned — Mentions CRWV in the article text. Bernie Sanders Seizes on Midterm Wins to Demand ‘National Data Center Moratorium,' But Analyst Warns Demand Will Go Abroad: 'Location is Fungible'
Session close: $16.04. Regular-session share volume: 72,906,332. Change from previous close: -7.71%.
News sources
Company news All You Need to Know About SoFi Technologies (SOFI) Rating Upgrade to Buy
Session close: $260.21. Regular-session share volume: 69,505,639. Change from previous close: -2.19%.
Key developments
Amazon shares pulled back after the prior session's rally, with reporting attributing the earlier gain to bets that data-center restrictions could give large cloud providers more pricing power and to short covering, while the election outcome raised doubts about the pace of AI buildout. Amazon was also named among hyperscalers relatively better positioned because of existing compute capacity and permitted sites.
Company mentioned — Mentions AMZN in the article text. Amazon Stock Pulls Back: What's Going On? · Company mentioned — Mentions AMZN in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff
On the company side, Amazon partnered with Uber to let Prime members in thousands of U.S. communities order restaurant meals through Amazon's site and app, with Uber Eats handling delivery and no separate Uber account required. Analysts cited in coverage said companies with current data centers could become stronger as new construction slows, while Dan Ives kept Amazon among his post-election tech picks.
Company mentioned — Mentions AMZN in the article text. Amazon Stock Pulls Back: What's Going On? · Company mentioned — Mentions AMZN in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks
Options flow showed a bearish put sweep in Amazon expiring in January, a positioning signal rather than a company development.
Market context — Mentions AMZN in the article text. 2 Consumer Discretionary Stocks With Whale Alerts In Today’s Session
News sources
Company news Amazon.com (AMZN) Could Gain From Slower AI Data Center Expansion · Market context — Mentions AMZN in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Market context — Mentions AMZN in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions AMZN in the article text. Market Bets On Democrats' Magic Wands—Why You Should Be Skeptical · Market context — Mentions AMZN in the article text. 2 Consumer Discretionary Stocks With Whale Alerts In Today’s Session · Market context — Mentions AMZN in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions AMZN in the article text. Amazon Stock Pulls Back: What's Going On? · Company mentioned — Mentions AMZN in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions AMZN in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks
Session close: $343.69. Regular-session share volume: 68,914,558. Change from previous close: -10.77%.
Key developments
Tesla shares fell sharply as investors unwound AI and post-election trades, with the stock among the largest technology decliners and lagging in consumer discretionary. A Bitunix analyst said Texas Governor-elect Gina Hinojosa's proposed pause on new data-center permits carries limited immediate operational impact for Tesla, with risk concentrated in future expansion costs and capital allocation rather than existing operations.
Company news Tesla, SpaceX Face Different Risks From Gina Hinojosa’s Texas Midterm Win: Bitunix Analyst Says Expansion, Not Existing Operations, Is Key Concern · Market context — Mentions TSLA in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions TSLA in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday
Separately, Tesla confirmed it will enter the Omani market targeting a launch, building a local team starting with sales recruitment, extending its Middle East rollout after prior launches in the region. Dan Ives did not include Tesla among his post-election tech winners and said a SpaceX/Tesla merger would face a tougher regulatory path.
Company news Tesla Announces Official Market Entry into Oman · Company mentioned — Mentions TSLA in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks
News sources
Company news Tesla, SpaceX Face Different Risks From Gina Hinojosa’s Texas Midterm Win: Bitunix Analyst Says Expansion, Not Existing Operations, Is Key Concern · Company news Tesla Announces Official Market Entry into Oman · Company news Gene Munster Says Anduril Is Having Its Own Tesla Model 3 Moment—Company President Says 'We've Hired a Lot' of People From That Era · Market context — Mentions TSLA in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions TSLA in the article text. Market Bets On Democrats' Magic Wands—Why You Should Be Skeptical · Market context — Mentions TSLA in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions TSLA in the article text. Uber Q3 Mobility Miss On High Fuel Prices; Delivery, AV Momentum Intact · Company mentioned — Mentions TSLA in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions TSLA in the article text. Defensives Lead Sectors Thursday As Growth Sectors Trail · Company mentioned — Mentions TSLA in the article text. SpaceX (SPCX) Stock Gets Fair Value Boost As Analysts Weigh AI Growth And Risks
Session close: $656.39. Regular-session share volume: 68,438,784. Change from previous close: -17.46%.
Key developments
Micron was among the hardest-hit chip names as investors cut AI and memory exposure following Democratic midterm gains, with reporting citing concerns that data-center construction could slow. The stock broke below its long-term moving average for the first time in more than a year, and a short Micron ETF surged as bearish positioning built.
Market context — Mentions MU in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions MU in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Company mentioned — Mentions MU in the article text. One ETF Is Making a Killing on Micron's Stock Meltdown — Can It Keep Cashing In? · Company mentioned — Mentions MU in the article text. QUICK SPARK: Micron Stock Drops Below 200-Day Moving Average for First Time Since May 2025
Micron reportedly halted plans for a multibillion-dollar memory plant in Taiwan because of a prolonged labor dispute, a report the outlet said it could not immediately confirm. The selloff came even as demand data stayed strong, with Counterpoint Research showing global DRAM revenue rising sharply year over year, and some analysts described the broader AI selloff as an overreaction.
Market context — Mentions MU in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions MU in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support
News sources
Company news Could Micron Technology (MU) Face Slower AI Demand From New Data Center Rules? · Market context — Mentions MU in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions MU in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions MU in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions MU in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Market context — Mentions MU in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions MU in the article text. One ETF Is Making a Killing on Micron's Stock Meltdown — Can It Keep Cashing In? · Company mentioned — Mentions MU in the article text. SanDisk Bears Hit Jackpot: Short ETF Rockets 35%, Bullish Funds Bite the Dust · Company mentioned — Mentions MU in the article text. QUICK SPARK: Micron Stock Drops Below 200-Day Moving Average for First Time Since May 2025
Session close: $5.09. Regular-session share volume: 67,963,117. Change from previous close: -14.02%.
Key developments
Snap reported mixed third-quarter results: earnings beat a break-even consensus while revenue came in slightly below estimates, and the market focused on the top-line miss. Advertising revenue growth slowed sharply year over year, with direct-response campaigns growing but brand advertising declining; CEO Evan Spiegel acknowledged the ad growth was below the company's ambitions while expressing cautious optimism about improving trends in the fourth quarter.
Company news Snap earnings analysis: questions answered and next catalysts · Company news Snap's Q3 Print Saw Advertising Revenue Growth Slowing as Upper-Funnel Brand Declined, UBS Says · Company news Snap's Ad Business Is Growing Just 4% — And Even Its CEO Says That's Not Good Enough
Separately, the Social Media Victims Law Center filed civil lawsuits against Snap alleging Snapchat's design connected predators with minors in Washington and Pennsylvania, a legal risk worth noting.
Company news Social Media Victims Law Center Sues Snap Inc., Alleges Snapchat Connected and Facilitated Grooming of Minors with Adult Predators in Washington and Pennsylvania
News sources
Company news Snap earnings analysis: questions answered and next catalysts · Company news Snap's Q3 Print Saw Advertising Revenue Growth Slowing as Upper-Funnel Brand Declined, UBS Says · Company news Social Media Victims Law Center Sues Snap Inc., Alleges Snapchat Connected and Facilitated Grooming of Minors with Adult Predators in Washington and Pennsylvania · Company news Barclays Maintains Overweight on Snap, Lowers Price Target to $8 · Company news Snap Stock Tanks as 495 Million Daily Users Fail to Impress Investors · Company news Premarket movers: Qualcomm, Snap slide premarket; Unity surges · Company news Zillow Posts Downbeat Q3 Results, Joins HubSpot, Snap And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session · Company news Snap's Ad Business Is Growing Just 4% — And Even Its CEO Says That's Not Good Enough · Company news Cantor Fitzgerald Maintains Neutral on Snap, Lowers Price Target to $5 · Company news Snap Inc (SNAP) Q3 2026 Earnings Call Highlights: Revenue Up 14% to $1. ... · Company news Qualcomm, AppLovin, MercadoLibre, Snap and Coherent: Why These 5 Stocks Are on Investors' Radars Today · Company news Snap (SNAP) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates · Company news Conference call: Snap Sees Q4 Sales $1.950B-$1.985B vs $1.948B Est · Company news Snap (SNAP) Lags Q3 Earnings and Revenue Estimates · Company news Snap tumbles on revenue, user growth miss; announces metric shift · Market context — Mentions SNAP in the article text. 12 Communication Services Stocks Moving In Thursday's Pre-Market Session · Market context — Mentions SNAP in the article text. Qualcomm, US Foods And 3 Stocks To Watch Heading Into Thursday
Session close: $5.10. Regular-session share volume: 61,450,732. Change from previous close: -6.42%.
Key developments
Transocean issued fresh contract drilling revenue guidance covering the fourth quarter and the full years ahead, setting expectations for its offshore rig business. The update came alongside the pending Valaris acquisition. Reporting attributed recent share weakness to traders trimming exposure after a strong prior run rather than to a specific operational setback, noting the stock had still gained over the longer stretch.
Company news Transocean (RIG) Dropped, So What Is Behind Its Latest Update?
News sources
Company news Transocean (RIG) Dropped, So What Is Behind Its Latest Update?
Session close: $404.40. Regular-session share volume: 59,435,634. Change from previous close: -17.26%.
Key developments
Advanced Micro Devices fell sharply with the broader chip sector as investors reacted to the Democratic midterm sweep and worries that data center expansion could slow. CEO Lisa Su told Yahoo Finance the market can be "short-sighted" on AI spending, saying she invests for three to five years and beyond and still sees AI demand as essential. AMD also announced, with IBM and Oak Ridge National Laboratory, a quantum error correction platform built on ORNL's Umbra system, which uses AMD Instinct GPUs and EPYC CPUs.
Company news AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Company news IBM, AMD, and Oak Ridge National Laboratory Launch Quantum Error Correction Platform
News sources
Company news AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Company news From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Company news IBM, AMD, and Oak Ridge National Laboratory Launch Quantum Error Correction Platform · Company news AMD Stocks Fall 12.68% Despite a $17 Billion Revenue Outlook · Market context — Mentions AMD in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Market context — Mentions AMD in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions AMD in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Market context — Mentions AMD in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Market context — Mentions AMD in the article text. Top 5 AI Stocks to Buy After Midterm Elections: This Strategist Calls the Sell-Off a Massive Opportunity
Session close: $1.65. Regular-session share volume: 58,681,534. Change from previous close: -21.43%.
Key developments
Keel Infrastructure reported third-quarter revenue that fell sharply from a year earlier, driven by the decommissioning of U.S. bitcoin mining operations and lower bitcoin prices, alongside a net loss and adjusted EBITDA loss. The company held substantial unrestricted cash liquidity and completed the sale of its bitcoin treasury, intending to sell newly mined bitcoin daily.
Company news Keel Infrastructure Q3 2026 Earnings Call Transcript · Company news Keel Infrastructure Corp. Reports Third-Quarter 2026 Financial Results
News sources
Company news HC Wainwright & Co. Maintains Buy on Keel Infrastructure, Lowers Price Target to $3.25 · Company news Keel Infrastructure Q3 2026 Earnings Call Transcript · Company news Keel Infrastructure Corp. Reports Third-Quarter 2026 Financial Results · Company news Keel Infrastructure Q3 EPS $(0.10) Misses $(0.09) Estimate, Sales $27.603M Beat $19.832M Estimate
Session close: $344.17. Regular-session share volume: 58,016,497. Change from previous close: -1.53%.
Key developments
Apple launched a seven-part US dollar high-grade bond offering, a financing move described as part of its broader capital allocation strategy and consistent with major tech firms accessing debt markets to fund operations and infrastructure.
Company news Apple Launches Seven-Part US Dollar High-Grade Bond Offering
Tech analyst Dan Ives named Apple among his post-election technology stock winners, arguing its limited exposure to massive AI infrastructure spending positions it well as the AI buildout pace slows. Prediction-market traders gave Apple roughly even odds of finishing the year as the world's most valuable company, and the stock had recently overtaken Nvidia in market value after reaching a record high.
Company mentioned — Mentions AAPL in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions AAPL in the article text. Amazon and Google Could Outperform Nvidia as AI Trade Enters New Phase, Says Joseph Carlson
A Republican senator disclosed partial sales of Apple shares in recent months, a minor political-trade item rather than a company development.
Market context — Mentions AAPL in the article text. Republican Senator Who Won Reelection Is Selling Magnificent Seven Stocks: Here Are the Trades
News sources
Company news 'Apple Draws $31 Billion of Orders for High-Grade Bond Sale' - Bloomberg · Company news Apple Launches Seven-Part US Dollar High-Grade Bond Offering · Company news Apple Inc. Files Form 424B2 For Seven-Part U.S. Dollar High-Grade Bond Sale · Company news Apple Stocks Move Lower as Investors Revisit Earnings Quality · Company news Apple Makes Major $7 Billion Funding Move · Company news Apple and Home Depot join list of objectors to tokenized stock plan pushed by NYSE owner · Company news Human Augmentation - Global Strategic Business Report: Capitalize on an 18.8% CAGR to Secure the US$716.4 Billion 2030 Market as Apple, Amazon, Cyberdyne and Ekso Bionics Disrupt the Value Chain · Market context — Mentions AAPL in the article text. Republican Senator Who Won Reelection Is Selling Magnificent Seven Stocks: Here Are the Trades · Market context — Mentions AAPL in the article text. Market Bets On Democrats' Magic Wands—Why You Should Be Skeptical · Company mentioned — Mentions AAPL in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions AAPL in the article text. Amazon and Google Could Outperform Nvidia as AI Trade Enters New Phase, Says Joseph Carlson · Company mentioned — Mentions AAPL in the article text. Politicians Fight Data Centers While Betting Your Retirement on Them
Session close: $27.08. Regular-session share volume: 57,293,561. Change from previous close: -8.51%.
Key developments
Super Micro reported fiscal first-quarter results that included record AI-driven sales and higher revenue guidance, which the company framed as strengthening its growth outlook. Analysts responded by revising price targets: Raymond James raised its target, while Goldman Sachs and Mizuho made smaller adjustments, reflecting reaction to the earnings beat and updated outlook.
Company news SMCI Stock Falls 5.7% After Q1 Results: Should You Hold or Fold? · Company news Analysts Adjust Price Targets for Super Micro Computer Following Q1 Results
Separately, Supermicro announced a KV cache storage solution developed with IBM and NVIDIA, combining its Petascale all-flash servers with IBM Storage Scale and NVIDIA inference and networking software. It also disclosed a collaboration with Smartbird to deliver fully managed AI infrastructure clusters to enterprises.
Company mentioned — Mentions SMCI in the article text. Supermicro Launches KV Cache Solution with IBM and NVIDIA Demonstrating Significant Inference Performance Benefits · Company mentioned — Mentions SMCI in the article text. Smartbird Expands Enterprise AI Infrastructure Partner Network with Supermicro
News sources
Company news SMCI Stock Falls 5.7% After Q1 Results: Should You Hold or Fold? · Company news Smartbird Partners With Super Micro Computer To Offer AI Infrastructure Customized To Firms Workloads · Company news Analysts Adjust Price Targets for Super Micro Computer Following Q1 Results · Company news Super Micro Computer (SMCI) Stock Sinks After Q1 Results Expose Cash Strain · Company mentioned — Mentions SMCI in the article text. Supermicro Launches KV Cache Solution with IBM and NVIDIA Demonstrating Significant Inference Performance Benefits · Company mentioned — Mentions SMCI in the article text. Smartbird Expands Enterprise AI Infrastructure Partner Network with Supermicro
Session close: $4.52. Regular-session share volume: 56,493,677. Change from previous close: -14.23%.
Key developments
Ondas also secured multi-million-dollar Counter-UAS contracts with government customers in Europe and Asia, covering portable Ranger systems for a European police organization and Iron Drone interception systems for an Asian government. Management said the wins reflect growing global demand for integrated aerial defense and plans to expand internationally.
Company news Ondas (ONDS) Wins Counter UAS Deals Following A Narrative That Says It Looks Undervalued · Company news Ondas Secures Multi-Million-Dollar Counter-UAS Contracts in Europe and Asia
News sources
Company news Ondas Inc. Announces Acquisition of Stemme GmbH and U.S. Manufacturing Expansion · Company news Ondas Intends to Expand Manufacturing Of ULTRA Aircraft, Targeting 10 Aircraft Per Month By 2028 · Company news Ondas Plans Significant U.S. Manufacturing Expansion to Scale Low-Cost ULTRA ISR Aircraft Production, Targeting 10 Aircraft per Month by 2028 · Company news Ondas (ONDS) Wins Counter UAS Deals Following A Narrative That Says It Looks Undervalued · Company news Ondas Secures Multi-Million-Dollar Counter-UAS Contracts in Europe and Asia
Session close: $12.93. Regular-session share volume: 55,140,120. Change from previous close: -5.14%.
Key developments
Coverage of American Airlines was limited to sector and options context. One report attributed a prior-session airline rally to a sharp drop in crude oil prices following the midterm elections, which eased fuel-cost concerns and supported carrier margins; American traded higher alongside peers in that move.
Company mentioned — Mentions AAL in the article text. Why Is American Airlines Stock Surging on Wednesday?
A separate options-activity roundup noted a long-dated bullish put sweep in American, but this reflects positioning data rather than a company development.
Market context — Mentions AAL in the article text. 10 Industrials Stocks Whale Activity In Today’s Session
News sources
Market context — Mentions AAL in the article text. 10 Industrials Stocks Whale Activity In Today’s Session · Company mentioned — Mentions AAL in the article text. Why Is American Airlines Stock Surging on Wednesday?
Session close: $133.55. Regular-session share volume: 54,138,097. Change from previous close: -16.43%.
Key developments
Analysts updated views on Marvell following recent developments: Morgan Stanley maintained a hold, Wells Fargo kept a buy while trimming its target, and TD Cowen downgraded to hold with a sharply lower target. Oppenheimer and Roth MKM maintained buy ratings.
Company news Wall Street Analysts Update Ratings and Price Targets for Marvell Technology
Sector context: Marvell was the first major AI name to break below its long-term trend line, with reporting tying the weakness to investor pushback on its deal to acquire Lumentum and subsequent downgrades. A broad AI-infrastructure selloff after the midterms added pressure, and commentary flagged that an all-stock premium can erode as the acquirer's shares fall.
Market context — Mentions MRVL in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Company mentioned — Mentions MRVL in the article text. Tesla Bulls Could Get Burned? Gary Black Sees Trouble With SpaceX All-Stock Merger: Warns 24% Premium 'Can Quickly Go Negative'
News sources
Company news Wall Street Analysts Update Ratings and Price Targets for Marvell Technology · Company news Live On CNBC, Bill Baruch Announces Bought More Marvell Technology · Company news MRVL's Networking Business Grows on the Back of AI: What's Ahead? · Market context — Mentions MRVL in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Company mentioned — Mentions MRVL in the article text. Tesla Bulls Could Get Burned? Gary Black Sees Trouble With SpaceX All-Stock Merger: Warns 24% Premium 'Can Quickly Go Negative'
Session close: $2.51. Regular-session share volume: 50,564,218. Change from previous close: -2.33%.
Session close: $1.79. Regular-session share volume: 50,259,305. Change from previous close: -20.80%.
Key developments
Hertz reported mixed third-quarter results: revenue rose year over year to its best level in three years and adjusted corporate EBITDA grew to its strongest quarter in three years, helped by higher revenue per day and a younger fleet. However, adjusted earnings per share fell well short of consensus, with elevated costs and international softness cited as the shortfall drivers.
Company news Hertz Global Holdings Q3 2026 Earnings Call Transcript · Company news Hertz Global Holdings, Inc. (HTZ) Lags Q3 Earnings Estimates · Company mentioned — Mentions HTZ in the article text. Hertz Stock Hits a Speed Bump: Revenue Reaches Three-Year High, but EPS Misses Estimates
Management said cost control is where most work remains and guided to adjusted corporate EBITDA for the coming year, while noting its Oro Mobility unit secured a strategic investment to scale autonomous and rideshare operations. Shares traded lower after the report.
Company news Hertz Global Holdings Q3 2026 Earnings Call Transcript · Company mentioned — Mentions HTZ in the article text. Hertz Stock Hits a Speed Bump: Revenue Reaches Three-Year High, but EPS Misses Estimates · Company mentioned — Mentions HTZ in the article text. Hertz shares slide 7% as higher costs drive Q3 earnings, revenue miss
News sources
Company news Hertz Global Holdings Q3 2026 Earnings Call Transcript · Company news Compared to Estimates, Hertz Global (HTZ) Q3 Earnings: A Look at Key Metrics · Company news Hertz Global Holdings, Inc. (HTZ) Lags Q3 Earnings Estimates · Company news Hertz (NASDAQ:HTZ) reports Q3 2026 in line with expectations but stock drops · Company news Hertz Global Holdings Q3 Adj. EPS $0.14 Misses $0.25 Estimate, Sales $2.617B Beat $2.614B Estimate · Company mentioned — Mentions HTZ in the article text. Hertz Stock Hits a Speed Bump: Revenue Reaches Three-Year High, but EPS Misses Estimates · Company mentioned — Mentions HTZ in the article text. Hertz shares slide 7% as higher costs drive Q3 earnings, revenue miss
Session close: $14.82. Regular-session share volume: 46,724,970. Change from previous close: -1.27%.
Key developments
Redfin, the brokerage owned by Rocket Companies, reported that the median U.S. home-sale price declined year over year for a third consecutive week, ending a multi-year stretch of gains, while median monthly mortgage payments eased to a five-week low. The data points to shifting housing-market conditions as Rocket continues integrating its homeownership platform services.
Company mentioned — Mentions RKT in the article text. Redfin Reports Decline in U.S. Home-Sale Prices
News sources
Company news Live On CNBC, Bill Baruch Announces Bought Rocket Companies · Company mentioned — Mentions RKT in the article text. Redfin Reports Decline in U.S. Home-Sale Prices
Session close: $3.20. Regular-session share volume: 46,436,900. Change from previous close: -3.03%.
Session close: $14.76. Regular-session share volume: 46,198,314. Change from previous close: -3.97%.
Key developments
Riot Platforms signed a long-term powered land lease at its Corsicana, Texas, site, with analysts identifying the tenant as an AI lab. The structure shifts operating and technology risk to the tenant and lowers Riot's construction spending, while contracted data center revenue is reported at roughly thirty-eight billion dollars. Riot also sold much of its Bitcoin holdings to fund AI data center development.
Company news Riot Platforms’ Powered Land Lease Lowers Build Costs, But Texas Election Adds Timing Risk, Analysts Say · Company news Riot Platforms Announces Q3 Bitcoin Sales and Major AI Data Center Lease Agreement · Company news Riot Platforms (RIOT) Signs $28 Billion Corsicana AI Lease
Chardan and Needham both raised price targets while keeping Buy ratings, though Needham flagged that the Texas election outcome raises the risk of data center delays and permitting pressure. Shares traded lower alongside crypto-linked names as Bitcoin fell.
Company news Riot Platforms’ Powered Land Lease Lowers Build Costs, But Texas Election Adds Timing Risk, Analysts Say · Company news Needham Maintains Buy Rating and Raises Price Target on Riot Platforms · Company news Chardan Raises Price Target on Riot Platforms
News sources
Company news Riot Platforms’ Powered Land Lease Lowers Build Costs, But Texas Election Adds Timing Risk, Analysts Say · Company news Needham Maintains Buy Rating and Raises Price Target on Riot Platforms · Company news Chardan Raises Price Target on Riot Platforms · Company news Bernstein Maintains Outperform on Riot Platforms, Raises Price Target to $30 · Company news RIOT Q3 Earnings Call Highlights $38B in AI Data Center Leases · Company news Chardan Capital Maintains Buy on Riot Platforms, Raises Price Target to $32 · Company news Riot Platforms Announces Q3 Bitcoin Sales and Major AI Data Center Lease Agreement · Company news HC Wainwright Adjusts Riot Platforms Price Target · Company news Needham Maintains Buy on Riot Platforms, Raises Price Target to $31 · Company news Riot Platforms Inc (RIOT) (Q3 2026) Earnings Call Highlights: $38 Billion in AI Data Center ... · Company news Riot Platforms (RIOT) Signs $28 Billion Corsicana AI Lease · Company news Riot Platforms, Inc. (RIOT) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates · Company mentioned — Mentions RIOT in the article text. Bitcoin Rises, Crypto Miners Sharply Divided As Midterms Dampen AI Outlook
Session close: $14.17. Regular-session share volume: 46,064,409. Change from previous close: -14.69%.
Key developments
Applied Digital's planned joint venture with Soluna for a Texas AI and HPC data center depends on several approvals, including a county tax abatement, at a time when newly elected Texas officials are questioning data center incentives. That permitting uncertainty is a direct risk to the project.
Company news Applied Digital Stock Faces Data Center Permit Risk After Election Results
Sector context: Applied Digital fell sharply amid a broad AI-infrastructure selloff after the midterms, as investors weighed the potential for slower data center development. Reporting noted independent data center operators and neoclouds are more exposed because their growth depends on rapid capacity additions and financing.
Market context — Mentions APLD in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Company mentioned — Mentions APLD in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions APLD in the article text. Jim Cramer Warns Friday's Jobs Report Could 'Repeal' Midterm Rally, Says Elections 'Did Not Upend' Business Cycle: ‘I Hesitate To Guess Where We Go Next’
News sources
Company news Applied Digital Stock Faces Data Center Permit Risk After Election Results · Market context — Mentions APLD in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Company mentioned — Mentions APLD in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions APLD in the article text. Jim Cramer Warns Friday's Jobs Report Could 'Repeal' Midterm Rally, Says Elections 'Did Not Upend' Business Cycle: ‘I Hesitate To Guess Where We Go Next’
Session close: $115.16. Regular-session share volume: 45,974,823. Change from previous close: -6.93%.
Key developments
Sector context: Oracle traded sharply lower alongside a broad technology selloff, with the technology sector among the weakest as defensive groups led. Commentary cited AI spending crowding out buybacks and noted Oracle's plan to raise debt and equity, while another report flagged hyperscaler share declines as a warning shot on AI spending.
Company mentioned — Mentions ORCL in the article text. Defensives Lead Sectors Thursday As Growth Sectors Trail · Market context — Mentions ORCL in the article text. Microsoft Is the Last Big Tech Buyback Holdout: Alphabet, Meta, Amazon Go Dark as AI Spending Eats Cash, Says This Market Commentator · Company mentioned — Mentions ORCL in the article text. Five Signals That Preceded Past Recessions Are Back — and AI Is at the Center
News sources
Company news Reported Earlier: Oracle’s $165B New Mexico Data Center Project Faces Potential Delay As Power Developer Extends Air Permit Review Timeline - Bloomberg News · Company news Oracle's New Mexico Data Center Project Faces Air Permit Delay · Company news Chubu Electric Power Grid Reaches Milestone with Oracle Utilities · Company news Oracle Stocks Fall 9.3% as Investors Weigh Cloud Growth Against Funding · Company news Oracle's $7 billion AI deal collapses over an unexpected risk · Company news Digital Transformation in BFSI - Global Strategic Business Report: Secure Your Share of US$220.2 Billion by 2030 as Accenture, AWS, IBM, Microsoft, and Oracle Accelerate AI-Led Disruption · Company news AI/R Compass UOL Wins 2026 Oracle Partner Award for Latin America · Market context — Mentions ORCL in the article text. Microsoft Is the Last Big Tech Buyback Holdout: Alphabet, Meta, Amazon Go Dark as AI Spending Eats Cash, Says This Market Commentator · Company mentioned — Mentions ORCL in the article text. Defensives Lead Sectors Thursday As Growth Sectors Trail · Company mentioned — Mentions ORCL in the article text. Five Signals That Preceded Past Recessions Are Back — and AI Is at the Center · Company mentioned — Mentions ORCL in the article text. What Is Going On With Nvidia Stock on Thursday? · Company mentioned — Mentions ORCL in the article text. Arm CEO Acknowledges AMD's Head Start in AI Chips, But Says 'We're Very, Very Serious' About Competing
Session close: $12.53. Regular-session share volume: 44,196,120. Change from previous close: -1.10%.
Session close: $282.57. Regular-session share volume: 43,749,814. Change from previous close: -2.20%.
Key developments
Alphabet shares fell in a broad AI and semiconductor selloff after Democratic midterm victories raised concerns about data center development hurdles. Reports noted Alphabet had rallied the prior session before being pulled into the downdraft, and that its earlier earnings failed to reassure investors about returns on AI spending.
Market context — Mentions GOOGL in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Market context — Mentions GOOGL in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers
Context sources framed hyperscalers like Alphabet as relatively better positioned than neoclouds because existing compute capacity and permitted sites gain scarcity value if new construction slows. Analysts also cited Waymo's expanding robotaxi fleet as competitive pressure on Uber, a read-through on Alphabet's autonomous driving unit.
Company mentioned — Mentions GOOGL in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions GOOGL in the article text. Uber Q3 Mobility Miss On High Fuel Prices; Delivery, AV Momentum Intact
News sources
Company news Alphabet Stocks Decline 2% as AI Spending Outruns Cash Generation · Market context — Mentions GOOGL in the article text. AMD CEO Lisa Su Calls This Market Moment ‘Short-Sighted’ on AI Spending · Market context — Mentions GOOGL in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions GOOGL in the article text. 3 Stocks Riding The Shift Away From Search Ads · Company mentioned — Mentions GOOGL in the article text. Uber Q3 Mobility Miss On High Fuel Prices; Delivery, AV Momentum Intact · Company mentioned — Mentions GOOGL in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions GOOGL in the article text. Meta, Google, TikTok Challenge New California Youth Social Media Law · Company mentioned — Mentions GOOGL in the article text. Google Plans to Spend $17 Billion on Wyoming Data Center
Session close: $123.90. Regular-session share volume: 43,606,631. Change from previous close: -13.40%.
Key developments
SK hynix shares fell sharply as part of a semiconductor and memory selloff tied to concerns that a Democratic-controlled Congress could tighten regulation of AI infrastructure. One report said analysts expect limited impact on long-term supply contracts and data center investment schedules despite the sentiment hit.
Company news SK Hynix Shares Decline Amid Market Concerns Over AI Infrastructure Regulation
News sources
Company news SK Hynix Shares Decline Amid Market Concerns Over AI Infrastructure Regulation · Company news SK Hynix Stocks Fall 9.46% Despite Long-Term Capacity Agreements · Company news Wedbush Has a Urgent Message for SK Hynix Stock Fans · Market context — Mentions SKHY in the article text. SanDisk Leads Memory Stocks Lower: A Look Inside the Rout · Company mentioned — Mentions SKHY in the article text. What's Going On With Sandisk Stock Today? · Company mentioned — Mentions SKHY in the article text. Micron Technology Stock Slides Again Thursday: What's Going On?
Session close: $291.53. Regular-session share volume: 43,288,050. Change from previous close: -10.43%.
Key developments
Broadcom was among the chipmakers hit hardest as AI and data center-linked stocks tumbled following Democratic midterm victories, with the Philadelphia Semiconductor index dropping sharply and Broadcom named among the heavyweights dragging it lower. One snapshot listed Broadcom among the largest technology companies shedding substantial market value in a single morning.
Market context — Mentions AVGO in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions AVGO in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday
Sector context: technology was the weakest sector as defensives led, with Broadcom among the large-cap decliners. Separately, Jim Cramer suggested tech leadership may be broadening toward names including Broadcom, though he cautioned against drawing conclusions from a single session.
Company mentioned — Mentions AVGO in the article text. Defensives Lead Sectors Thursday As Growth Sectors Trail · Company mentioned — Mentions AVGO in the article text. What Is Going On With Nvidia Stock on Thursday?
News sources
Company news Broadcom Stocks Fall 6.42% With $21.7 Billion AI Forecast in Focus · Market context — Mentions AVGO in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions AVGO in the article text. QUICK SPARK: 10 US Tech Stocks Wipe Out $1.7 Trillion on Thursday · Company mentioned — Mentions AVGO in the article text. Defensives Lead Sectors Thursday As Growth Sectors Trail · Company mentioned — Mentions AVGO in the article text. What Is Going On With Nvidia Stock on Thursday?
Session close: $49.76. Regular-session share volume: 42,867,843. Change from previous close: -3.62%.
Key developments
Bank of America disclosed a position in easyJet plc under UK Takeover Code rules, holding roughly four percent of the airline's ordinary shares alongside cash-settled short positions that leave only a small net long exposure. A prior disclosure described the position as largely market-neutral, held primarily through derivatives.
Company news Bank of America Discloses Position in easyJet plc · Company news Bank of America Discloses Position in easyJet
Bank of America was named among the participating institutions in DTCC's new tokenization service, which creates tokenized representations of custodied U.S. equities and Treasuries to support liquidity, collateral mobility and capital efficiency. The service launched with a broad group of banks and integrates with blockchain networks.
Company mentioned — Mentions BAC in the article text. Morgan Stanley Joins Tokenization Push as Banks Double Down on Blockchains
News sources
Company news Bank of America Discloses Position in easyJet plc · Company news Bank of America Discloses Position in easyJet · Company news ETFs Are Net Sellers of Bank of America (BAC) on Nov. 3 · Market context — Mentions BAC in the article text. BofA names top European payments stocks amid strong Q3 trends · Company mentioned — Mentions BAC in the article text. Morgan Stanley Joins Tokenization Push as Banks Double Down on Blockchains
Session close: $120.37. Regular-session share volume: 42,579,897. Change from previous close: -14.94%.
Key developments
Nebius extended its selloff as neocloud stocks bore the steepest losses from the post-election AI infrastructure reassessment, with investors worried that Democratic control could slow data center development. Reports said neoclouds face greater exposure because their growth depends on rapid capacity additions and they have borrowed against GPUs, while hyperscalers with existing capacity are relatively better positioned.
Market context — Mentions NBIS in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Company mentioned — Mentions NBIS in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff
Microsoft reportedly intensified oversight of data center projects including those tied to Nebius, following infrastructure and permitting delays; a separate report said a Nebius-linked New Jersey project could see capacity slip into the following year after generator-permit and fuel-cell approval problems. One strategist argued Nebius already controls substantial power across multiple states, calling the selloff a buying opportunity.
Company mentioned — Mentions NBIS in the article text. Microsoft Increases Oversight of Data Center Projects Involving Nebius Group · Company mentioned — Mentions NBIS in the article text. Microsoft’s $5 Billion AI Spending Shortfall Puts IREN, Nebius Under Spotlight as Satellite Imagery Shows Data Center Delays: Report · Market context — Mentions NBIS in the article text. Top 5 AI Stocks to Buy After Midterm Elections: This Strategist Calls the Sell-Off a Massive Opportunity
News sources
Company news Nebius Group (NBIS) Faces A Valuation Test Following AI Data Center Curbs Fears · Company news Nebius Group (NBIS) Expected to Beat Earnings Estimates: Can the Stock Move Higher? · Market context — Mentions NBIS in the article text. From Micron to AMD, AI Stocks Crater — And Citi Just Flagged an 'Exponential' New Threat to Data Centers · Market context — Mentions NBIS in the article text. Top 5 AI Stocks to Buy After Midterm Elections: This Strategist Calls the Sell-Off a Massive Opportunity · Company mentioned — Mentions NBIS in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff · Company mentioned — Mentions NBIS in the article text. Microsoft Increases Oversight of Data Center Projects Involving Nebius Group · Company mentioned — Mentions NBIS in the article text. What Is Going On With Nvidia Stock on Thursday? · Company mentioned — Mentions NBIS in the article text. Microsoft’s $5 Billion AI Spending Shortfall Puts IREN, Nebius Under Spotlight as Satellite Imagery Shows Data Center Delays: Report
Session close: $154.99. Regular-session share volume: 42,301,091. Change from previous close: -9.73%.
Key developments
Palantir fell as investors weighed decelerating forward-looking booking indicators from its third-quarter results, with total contract value growth and U.S. commercial contract value growth cooling sharply from prior quarters. Analysts said the stock came into earnings priced for perfection, and political developments raised concerns about tighter defense spending and future government technology contracts.
Company mentioned — Mentions PLTR in the article text. Why Is Palantir Stock Falling on Thursday?
Goldman Sachs and Bank of America Securities both maintained Buy ratings on Palantir, with Goldman raising its price target. AmeriLife expanded its use of Palantir's Foundry and AIP platforms across its enterprise, and Dan Ives named Palantir among his post-election technology stock picks.
Company mentioned — Mentions PLTR in the article text. Analysts Update Ratings and Price Targets for Palantir · Company mentioned — Mentions PLTR in the article text. AmeriLife Partners with Palantir to Deploy AI Platforms · Company mentioned — Mentions PLTR in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks
News sources
Company news Does Palantir Technologies (PLTR) Have A New Overseas Growth Engine In AI Manufacturing? · Market context — Mentions PLTR in the article text. 6 Information Technology Stocks Whale Activity In Today’s Session · Market context — Mentions PLTR in the article text. Nvidia, Micron, 8 Other AI Stocks Just Broke Below a Key Technical Support · Company mentioned — Mentions PLTR in the article text. Why Is Palantir Stock Falling on Thursday? · Company mentioned — Mentions PLTR in the article text. Dan Ives Rides the Blue Tidal Wave of 2026 Midterm Election by Being Selective: Here’s His 10 Stock Picks · Company mentioned — Mentions PLTR in the article text. Analysts Update Ratings and Price Targets for Palantir · Company mentioned — Mentions PLTR in the article text. AmeriLife Partners with Palantir to Deploy AI Platforms · Company mentioned — Mentions PLTR in the article text. AmeriLife and Palantir Announce Enterprise Partnership to Bring AI-Driven Transformation to Insurance and Retirement Distribution
Session close: $48.80. Regular-session share volume: 41,353,592. Change from previous close: +14.93%.
Key developments
Unity Software reported third-quarter results that beat analyst estimates on both earnings and sales, and issued fourth-quarter sales guidance well above consensus. Management said the quarter was its strongest ever, with adjusted EBITDA more than doubling and margin expanding sharply on higher revenue and cost discipline. Advertising led growth, with Grow Solutions rising on the strength of Unity Vector, while subscription gains lifted the Create Solutions game-creation business.
Company mentioned — Mentions U in the article text. Unity Stock Booms After Strong Q3 Results · Company news Unity Software Q3 2026 Earnings Call Transcript
The rally came against a sharply weaker broader market, with the Nasdaq and AI-linked technology shares selling off heavily on the session. That sector-wide risk-off backdrop is context rather than a company-specific risk.
Market context — Mentions U in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions U in the article text. 12 Information Technology Stocks Moving In Thursday's Intraday Session
News sources
Company news BTIG Maintains Buy on Unity Software, Raises Price Target to $60 · Company news Motorola Solutions, Sezzle, Unity Software, Toyota Motor And Other Big Stocks Moving Higher On Thursday · Company news Unity Software Finds an Ad Machine Hiding Inside Video Games · Company news Unity Software Q3 2026 Earnings Call Transcript · Company news Unity Software Sees Q4 Sales $688.000M-$696.000M vs $603.624M Est · Company news Unity Software Q3 Adj. EPS $0.44 Beats $0.06 Estimate, Sales $622.092M Beat $567.442M Estimate · Company news User Acquisition Funding Might Change The Case For Investing In Unity Stock (U) · Company news Unity Software Inc. (U) Q3 Earnings and Revenues Surpass Estimates · Company news Unity Software (U) Could Be 290% Above Fair Value Following The PvX Partnership · Company news Unity Software stock soars 22% on strong Q3 beat, robust guidance · Company news Unity (NYSE:U) reports upbeat Q3 2026, stock jumps 22.8% · Company news Unity (U) Stock Looks Pricey After New Game Financing Deal · Market context — Mentions U in the article text. VIX Spikes 39% as AI Tech Rout Wipes Out $2.2 Trillion: Stock Market Today · Market context — Mentions U in the article text. 12 Information Technology Stocks Moving In Thursday's Intraday Session · Company mentioned — Mentions U in the article text. Unity Stock Booms After Strong Q3 Results · Company mentioned — Mentions U in the article text. Unity Reports Third Quarter 2026 Financial Results
Session close: $13.29. Regular-session share volume: 41,274,503. Change from previous close: -5.48%.
Key developments
Coverage of Rivian in the supplied articles is limited. One item notes the stock has been among the most-watched on Zacks.com but offers no substantive company development. The other, from the prior session, attributes Rivian's gain to Democratic midterm victories that fueled optimism about continued federal support for clean energy, lifting EV and renewable sentiment broadly.
Company news Rivian Automotive, Inc. (RIVN) Is a Trending Stock: Facts to Know Before Betting on It · Company news Rivian Automotive Stock Is Gaining Wednesday: What's Going On?
News sources
Company news Rivian Automotive, Inc. (RIVN) Is a Trending Stock: Facts to Know Before Betting on It · Company news Rivian Automotive Stock Is Gaining Wednesday: What's Going On?
Session close: $29.88. Regular-session share volume: 40,686,367. Change from previous close: -2.96%.
Key developments
Guggenheim raised its price target on Pfizer, reflecting an updated valuation outlook for the pharmaceutical company. The move followed a round of analyst revisions after Pfizer's third-quarter results, when Morgan Stanley cut its target while RBC and UBS raised theirs, with the latter two maintaining neutral or sector-perform stances.
Company news Guggenheim Adjusts Pfizer Price Target to $33 · Company news Analysts Adjust Price Targets for Pfizer Following Third-Quarter Results
On the business side, Pfizer announced a strategic collaboration with Flagship Pioneering's Pioneering Medicines unit aimed at discovering selective inhibitors for autoimmune diseases. Separately, CEO Albert Bourla outlined plans to enter the obesity market with berobenatide, acquired via the Metsera purchase, prioritizing differentiated dosing such as a potential monthly injection, though management does not expect a meaningful growth inflection until later years.
Company news Flagship Pioneering and Pfizer Announce Strategic Collaboration for Autoimmune Disease Research · Company news Pfizer CEO Outlines Strategy for Obesity Drug Market Entry
Pfizer Canada marked three decades as a partner of the Canadian Paralympic Committee, renaming its headquarters auditorium and unveiling a memorabilia wall.
Company news Pfizer Canada Celebrates 30-Year Partnership with Canadian Paralympic Committee
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Company news Guggenheim Adjusts Pfizer Price Target to $33 · Company news Guggenheim Maintains Buy on Pfizer, Raises Price Target to $33 · Company news Pfizer Canada Celebrates 30-Year Partnership with Canadian Paralympic Committee · Company news Flagship Pioneering and Pfizer Announce Strategic Collaboration for Autoimmune Disease Research · Company news UBS Maintains Neutral on Pfizer, Raises Price Target to $30 · Company news Pfizer CEO Outlines Strategy for Obesity Drug Market Entry · Company news Scotiabank Maintains Sector Outperform on Pfizer, Raises Price Target to $35 · Company news Analysts Adjust Price Targets for Pfizer Following Third-Quarter Results · Company news Pfizer (PFE) Q3 Earnings Rebuild Confidence As New Drugs Gain Ground · Company news Missed Out On Pfizer's Run? Here Is What Holders Saw
Session close: $19.00. Regular-session share volume: 40,537,079. Change from previous close: -12.56%.
Key developments
BitMine Immersion traded higher as Ethereum climbed sharply amid a broad cryptocurrency rally following resolution of the U.S. midterm elections. The company holds roughly five percent of Ethereum's total supply and continues acquiring tokens weekly toward its target of owning five percent of circulating supply, leaving its stock sensitive to moves in the underlying asset.
Company mentioned — Mentions BMNR in the article text. Why Is Bitmine Stock Surging on Wednesday?
Sector context: bitcoin topped a round level and other major tokens jumped, with crypto-linked equities including BitMine closing higher. Over a billion dollars in crypto positions were liquidated, mostly bearish shorts, and market sentiment shifted from fear to neutral, while an analyst flagged key bitcoin levels as a potential trend inflection.
Company mentioned — Mentions BMNR in the article text. Bitcoin Tops $81,000, Ethereum, XRP, Dogecoin Also Jump After Midterm Elections: Analyst Says BTC About to 'Flip' Downtrend Into an Uptrend
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Company mentioned — Mentions BMNR in the article text. Bitcoin Tops $81,000, Ethereum, XRP, Dogecoin Also Jump After Midterm Elections: Analyst Says BTC About to 'Flip' Downtrend Into an Uptrend · Company mentioned — Mentions BMNR in the article text. Why Is Bitmine Stock Surging on Wednesday?
Session close: $5.88. Regular-session share volume: 39,519,205. Change from previous close: -14.48%.
Key developments
MARA Holdings received Federal Energy Regulatory Commission approval for its acquisition of Long Ridge Energy & Power from FTAI Infrastructure. The deal adds a combined-cycle natural gas plant and extensive land, boosting owned generation capacity sharply, and MARA said it strengthens its financial profile through contracted cash flows while supporting future compute demand without reducing PJM grid capacity.
Company news MARA Holdings, Inc. Receives FERC Approval for Long Ridge Energy Acquisition · Company news MARA Holdings (MARA) Secured Approval For Its $1.51 Billion Long Ridge Acquisition
The company is reshaping its operating model toward AI and high-performance computing data centers, funding the buildout with debt and a bitcoin-backed loan and moving bitcoin to institutional platforms as part of an evolving treasury approach.
Company news Learn Why The Bull Case For MARA Holdings (MARA) Could Change Following Power Plant Approval · Company news MARA Holdings (MARA) Secured Approval For Its $1.51 Billion Long Ridge Acquisition
Risks include declining revenue and digital asset values alongside the heavy spending commitment, and Bernstein cut its price target, citing tighter financing markets, Texas regulatory and operational uncertainty, and a lower valuation assigned to miners' AI colocation businesses.
Company news MARA Holdings (MARA) Commits Billions To AI Power, Is It 63% Below Fair Value? · Company news Bernstein Reduces Price Target for MARA Holdings, Inc.
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Company news MARA Holdings, Inc. Receives FERC Approval for Long Ridge Energy Acquisition · Company news MARA Holdings Receives U.S. Federal Energy Regulatory Commission Approval For Proposed Acquisition Of Long Ridge Energy & Power From FTAI Infrastructure · Company news Learn Why The Bull Case For MARA Holdings (MARA) Could Change Following Power Plant Approval · Company news MARA Holdings (MARA) Secured Approval For Its $1.51 Billion Long Ridge Acquisition · Company news MARA Holdings (MARA) Commits Billions To AI Power, Is It 63% Below Fair Value? · Company news MARA Holdings (MARA) Stock Looks Above Fair Value After Its Pivot Plans · Company news Marathon Digital Holdings, Inc. (MARA) Stock Slides as Market Rises: Facts to Know Before You Trade · Company news Bernstein Reduces Price Target for MARA Holdings, Inc.
Session close: $14.63. Regular-session share volume: 38,990,190. Change from previous close: +0.34%.
Key developments
Coeur Mining reported third-quarter results with sharply higher year-over-year gold production, revenue, adjusted EBITDA and free cash flow, helped by the newly added New Afton and Rainy River operations. The company returned a substantial portion of quarterly free cash flow through share repurchases and said full-year guidance remains intact at the low end, with record full-year adjusted EBITDA and free cash flow expected.
Company news Coeur Mining Q3 2026 Earnings Call Transcript · Company news Coeur Mining Reports Third Quarter 2026 Financial Results
The quarter was lighter than expected due to lower metals prices and operational challenges: wet weather slowed open-pit mining at Rainy River and delayed higher-grade areas at Palmarejo, while a conveyor belt failure at New Afton constrained ore supply. Silver recovery at Rochester is also coming off the pads more slowly than expected. Earnings met estimates but revenue missed consensus, and one analyst on CNBC still named Coeur as a final trade.
Company news Coeur Mining Q3 2026 Earnings Call Transcript · Company news Coeur Mining (CDE) Q3 Earnings Meet Estimates · Company mentioned — Mentions CDE in the article text. Amazon, Apple, FTAI Aviation And A Basic Material Stock: CNBC’s ‘Final Trades’
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Company news Coeur Mining Q3 2026 Earnings Call Transcript · Company news Coeur Mining (CDE) Q3 Earnings Meet Estimates · Company news Coeur Mining Reports Third Quarter 2026 Financial Results · Company news Coeur Mining: Q3 Earnings Snapshot · Company news Coeur Mining Q3 Adj. EPS $0.10 Misses $0.34 Estimate, Sales $983.616M Miss $1.268B Estimate · Company news CNBC Halftime Report Final Trades: Coeur Mining, Amazon, FTAI Aviation, Apple · Company mentioned — Mentions CDE in the article text. Amazon, Apple, FTAI Aviation And A Basic Material Stock: CNBC’s ‘Final Trades’
Session close: $1.53. Regular-session share volume: 38,861,829. Change from previous close: -15.93%.
Key developments
Fermi disclosed a shareholder voting dispute tied to its annual meeting, alleging that certain investor parties bound by a Director Nomination Agreement breached it by voting against Governor Perry and that the nominee would have been elected had votes been cast as required. The company said it reserves all rights and remedies.
Company news Fermi Inc. Discloses Shareholder Voting Dispute Following 2026 Annual Meeting
Separately, Fermi provided an update on its Data Center Lease and Services Agreement with TensorWave after the anticipated closing date passed, saying both parties remain committed and are working to complete remaining closing conditions, with management framing the project as important to its longer-term cash flow profile.
Company news What Does Fermi (FRMI) Lease Update Mean For Its Cash Flow Story?
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Company news Fermi Inc. Discloses Shareholder Voting Dispute Following 2026 Annual Meeting · Company news What Does Fermi (FRMI) Lease Update Mean For Its Cash Flow Story?
Session close: $3.08. Regular-session share volume: 38,788,668. Change from previous close: -12.50%.
Key developments
AMC reported record third-quarter results: revenue rose sharply year over year to a new quarterly high, adjusted EBITDA nearly tripled to a record, and the company swung to net earnings from a prior-year loss. Management credited attendance growth, loyalty programs, premium large-format screens, record per-patron spending and operating leverage, and said it expects positive free cash flow for the full year.
Company news AMC Entertainment Holdings, Inc. Reports Third-Quarter 2026 Financial Results · Company news AMC Delivers Blockbuster Quarter but Shares Hover Around the Flatline: What's Weighing on the Stock? · Company news AMC Enter Hldgs Q3 2026 Earnings Call Transcript
AMC also completed a refinancing covering nearly all of its debt, lowering its cost of capital, earning credit rating upgrades and extending maturities by several years, which management described as transformative for the balance sheet.
Company news AMC Entertainment Holdings, Inc. Reports Third-Quarter 2026 Financial Results · Company news AMC Enter Hldgs Q3 2026 Earnings Call Transcript
Despite the beat, shares hovered near the flatline, and the CEO highlighted a strong fourth-quarter film slate and October box office strength, expecting full-year domestic and global box office to reach multi-year highs.
Company news AMC Delivers Blockbuster Quarter but Shares Hover Around the Flatline: What's Weighing on the Stock? · Company news AMC Entertainment Q3 Highlights: Record Revenue and EBITDA, CEO Sees Box Office at 7-Year High
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Company news AMC Entertainment Holdings, Inc. Reports Third-Quarter 2026 Financial Results · Company news StoneX Maintains Buy on AMC Entertainment Hldgs, Raises Price Target to $5 · Company news AMC Q3 Earnings Call Highlights Cash Flow and Theater Expansion · Company news AMC Delivers Blockbuster Quarter but Shares Hover Around the Flatline: What's Weighing on the Stock? · Company news AMC Entertainment Holdings Inc (AMC) Q3 2026 Earnings Call Highlights: Record Revenue, Swing to ... · Company news AMC Entertainment (AMC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates · Company news AMC Entertainment Holdings (AMC) Just Climbed, What Is Catching Investors' Attention? · Company news AMC Entertainment (AMC) Surpasses Q3 Earnings and Revenue Estimates · Company news AMC Enter Hldgs Q3 2026 Earnings Call Transcript · Company news AMC Entertainment (NYSE:AMC) reports upbeat Q3 2026 · Company news AMC Entertainment: Q3 Earnings Snapshot · Company news AMC Entertainment Q3 Highlights: Record Revenue and EBITDA, CEO Sees Box Office at 7-Year High · Company news AMC Enter Hldgs Q3 Adj. EPS $0.13 Beats $0.04 Estimate, Sales $1.711B Beat $1.544B Estimate · Company news AMC Entertainment Holdings, Inc. Reports Third Quarter 2026 Results, Setting New All-Time Records for Quarterly Revenue and Adjusted EBITDA · Company news AMC Posts Its Highest Revenue Quarter Ever. CEO Aron Says Critics ‘Were Wrong.’
Session close: $5.30. Regular-session share volume: 38,359,213. Change from previous close: +4.95%.
Key developments
Joby Aviation reported third-quarter revenue well above analyst estimates, driven by a full quarter from its acquired Blade passenger operations, while its net loss narrowed substantially year over year. The company raised its full-year revenue outlook and disclosed progress on the fifth and final stage of FAA type certification, increased aircraft production and expanded U.S. Air Force autonomy contracts.
Company news Joby Aviation Reports Q3 2026 Financial Results · Company news These Analysts Slash Their Forecasts On Joby Aviation Following Q3 Results · Company news Why Is Joby Aviation Stock Surging Thursday?
Canaccord Genuity upgraded Joby to Buy from Hold, though it lowered its price target, and Needham maintained a Buy while cutting its target, reflecting revised valuations after results. The company still expects significant cash use in the second half and continues working toward carrying its first passengers.
Company news Canaccord Genuity Upgrades Joby Aviation to Buy · Company news These Analysts Slash Their Forecasts On Joby Aviation Following Q3 Results · Company news Needham Lowers Price Target for Joby Aviation
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Company news Canaccord Genuity Upgrades Joby Aviation to Buy · Company news Global eVTOL Aircraft Market Report 2026: Trends and Forecast to 2030 | Capitalize on 44.1% CAGR as Airbus, Joby Aviation, Archer Aviation, and Wisk Aero Scale Urban Air Mobility · Company news CCORF Upgrades Joby Aviation to Buy Rating · Company news Joby Aviation Reports Q3 2026 Financial Results · Company news These Analysts Slash Their Forecasts On Joby Aviation Following Q3 Results · Company news Needham Maintains Buy on Joby Aviation, Lowers Price Target to $10 · Company news Needham Lowers Price Target for Joby Aviation · Company news Why Is Joby Aviation Stock Surging Thursday? · Company news Canaccord Genuity Upgrades Joby Aviation to Buy, Lowers Price Target to $7 · Company news Joby Aviation Inc (JOBY) Q3 2026 Earnings Call Highlights: Certification Progress, Defense ... · Company news Joby Aviation, Inc. (JOBY) Reports Q3 Loss, Beats Revenue Estimates · Market context — Mentions JOBY in the article text. Global Electric Regional Aircraft Market Report 2026: Size, Trends, and Forecast to 2030 | Airbus, Embraer, ZeroAvia, and Heart Aerospace Accelerate a $2.88B Hybrid-Electric Market · Company mentioned — Mentions JOBY in the article text. Joby Reports Third Quarter 2026 Financial Results
Session close: $4.44. Regular-session share volume: 38,336,822. Change from previous close: -4.52%.
Session close: $65.56. Regular-session share volume: 37,586,387. Change from previous close: -1.25%.
Key developments
Netflix expanded its children's library by integrating a curated collection of educational activities, animated lessons and books from ABCmouse for young children, available for offline play after download through a partnership with Age of Learning.
Company news Netflix Integrates ABCmouse Learning Content for Children
The company also premiered a new season of its Korean reality franchise 'The Devil's Plan,' shifting to a format featuring returning champions and seasoned players, and began a limited U.S. test of an AI-powered discovery feature that recommends titles based on mood, interests and available time, with gradual expansion planned but no confirmed international timeline.
Company news Netflix Premieres Season 3 of 'The Devil's Plan' · Company news Netflix Launches AI-Powered 'AI Discover' Feature in Limited US Test
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Company news Netflix Integrates ABCmouse Learning Content for Children · Company news Netflix Premieres Season 3 of 'The Devil's Plan' · Company news ETFs Are Net Sellers of Netflix (NFLX) on Tuesday · Company news Netflix Launches AI-Powered 'AI Discover' Feature in Limited US Test · Company news Netflix, Inc. (NFLX) Continues to Defy Expectations: Is There Still Upside Ahead?
Session close: $1.79. Regular-session share volume: 37,478,917. Change from previous close: -9.60%.
Key developments
Opendoor shares rose ahead of its third-quarter earnings report, due after the market close the following day. Wall Street projected a wider per-share loss than the prior quarter alongside higher revenue, and investors were focused on whether results would support the CEO's pledge to reach adjusted net income profitability by year-end.
Company mentioned — Mentions OPEN in the article text. Opendoor Stock Explodes Higher Ahead of Earnings: What's Happening?
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Company mentioned — Mentions OPEN in the article text. Airbnb Could Swing By $6.69 Billion After Earnings · Company mentioned — Mentions OPEN in the article text. Opendoor Stock Explodes Higher Ahead of Earnings: What's Happening?
Full report for 2026-11-05