Most Active US Stocks — 2026-11-06
Research session: 2026-11-06. Published: 2026-11-06T21:35:39.670928+00:00.
Final report
Session close: $186.64. Regular-session share volume: 143,050,491. Change from previous close: +2.78%.
Key developments
Nvidia is reportedly financing billions of dollars of new advanced chip-packaging capacity at Taiwan's Siliconware Precision Industries, an ASE Technology subsidiary, per Reuters. The support, previously undisclosed, targets a packaging bottleneck constraining AI chip output; Nvidia has also made advances to KYEC and Ibiden. CEO Jensen Huang said demand is extraordinary and capacity is the constraint.
Company news Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging
Sector context: a research firm flagged that strong AI demand does not guarantee the stock has bottomed, citing rising borrowing costs and political risk to data centers, while noting scarce Blackwell rental supply and firm GPU rental prices. Separately, Bank of America said chip valuations now sit at a discount to the market and named Nvidia among baseline winners, though it expects earnings cuts before confidence returns.
Market context — Mentions NVDA in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions NVDA in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
News sources
Company news Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging · Company news Live On CNBC, Malcolm Ethridge Announces Trimmed Nvidia Position · Market context — Mentions NVDA in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions NVDA in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions NVDA in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom · Market context — Mentions NVDA in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions NVDA in the article text. Why Is Nebius Stock Surging on Friday? · Company mentioned — Mentions NVDA in the article text. Jobs Report Boosts December Fed Rate Hike Bets
Session close: $56.28. Regular-session share volume: 138,274,277. Change from previous close: +7.71%.
Key developments
Intel drew attention as chip stocks attempted a rebound following a sector-wide rout. The prior session saw semiconductor names sell off sharply on concerns about data center construction hurdles after midterm elections, and Intel was among the deepest drawdowns from its record close. Premarket trading showed Intel recovering part of those losses alongside peers.
Company mentioned — Mentions INTC in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Market context — Mentions INTC in the article text. Chip Stocks Just Had Their Worst Day Since 2020: 28 of 30 Biggest Names Are in a Bear Market
Separately, Intel's chief executive purchased company shares through a family trust, a move disclosed in a regulatory filing after a steep decline in the stock. The purchase was reported as an insider acquisition following significant downward pressure on the share price.
Company news Intel CEO Lip-Bu Tan Purchases $9.7 Million in Company Stock
Coverage also noted that Intel and other government-backed chip companies have seen declines outpacing the broader semiconductor sector, and that the bar for data center projects has risen following the elections, a topic flagged for discussion with Intel's CEO at an upcoming event.
Market context — Mentions INTC in the article text. These 4 Trump-backed chip stocks have seen steeper losses than the beleaguered sector · Company mentioned — Mentions INTC in the article text. AI data centers face a higher bar–not a halt–after the blue wave
News sources
Company news Intel and AMD in Focus as Tech Stocks Seek Rebound · Company news Live On CNBC, Kevin Hassett, When Asked About U.S. Government Selling Intel, Says Has Been Reassuring To See Company Turn Around Sharply · 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 Nvidia, Intel, Tesla, AMD, Coherent, Lam Research, Moderna, and More Stocks That Explain Today’s Market · Market context — Mentions INTC in the article text. These 4 Trump-backed chip stocks have seen steeper losses than the beleaguered sector · Market context — Mentions INTC in the article text. Chip Stocks Just Had Their Worst Day Since 2020: 28 of 30 Biggest Names Are in a Bear Market · Company mentioned — Mentions INTC in the article text. AI data centers face a higher bar–not a halt–after the blue wave · Company mentioned — Mentions INTC in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip
Session close: $134.27. Regular-session share volume: 101,690,476. Change from previous close: +8.62%.
Key developments
Risk context: reports said Congress could scrutinize Elon Musk over DOGE work, Starlink's Ukraine role and federal contract awards, with hearings potentially diverting his time from leading SpaceX and affecting Starlink operations. A Change.org petition urging a preemptive pardon has circulated, though its outcome is uncertain.
Company mentioned — Mentions SPCX in the article text. Elon Musk Pardon Request Hits Change.org with Tesla Influencer Sharing: What Investors Should Know
News sources
Market context — Mentions SPCX in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records' · Company mentioned — Mentions SPCX in the article text. Elon Musk Pardon Request Hits Change.org with Tesla Influencer Sharing: What Investors Should Know · Company mentioned — Mentions SPCX in the article text. Bitcoin’s ‘Best Buying Opportunity Ever’ Is Here, Mark Moss Says, but ‘Crypto Is Dead’ · Company mentioned — Mentions SPCX in the article text. Google's $900 Million SpaceX Bet Is Now Worth $69 Billion. It Added Millions More Shares
Session close: $11.37. Regular-session share volume: 98,327,770. Change from previous close: +12.80%.
Key developments
TeraWulf beat third-quarter revenue and loss estimates, with high-performance computing leases supplying most of the top line. Lake Mariner has capacity earning rent with more under construction, and management expects roughly half of contracted capacity operating by the end of the first quarter, converting contracted megawatts into recurring leasing revenue.
Company news TeraWulf Stock Moves Higher: What's Going On? · Company news TeraWulf Q3 2026 Earnings Call Transcript · Company news TeraWulf Inc. Reports Third Quarter 2026 Financial Results
The company secured Google credit support for financing its long-term Anthropic lease at the Justified campus and signed a definitive construction agreement with Fluor covering three buildings, addressing financing and execution questions. Still, the stock gave back early gains, with financing and dilution worries behind its multi-month decline remaining unresolved.
Company news TeraWulf earnings analysis: questions answered and next catalysts · Company news TeraWulf Q3 2026 Earnings Call Transcript
Sector context: Bernstein called the post-midterm AI data-center selloff overblown and highlighted TeraWulf among preferred AI infrastructure developers, noting it outperformed peers despite regulatory exposure.
Market context — Mentions WULF in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
News sources
Company news TeraWulf earnings analysis: questions answered and next catalysts · Company news TeraWulf Stock Moves Higher: What's Going On? · Company news TeraWulf Q3 2026 Earnings Call Transcript · Company news The AI Bet Is Paying Off for TeraWulf and Its Big Buildout Is Just Getting Started · Company news TeraWulf Inc. Reports Third Quarter 2026 Financial Results · Company news TeraWulf Inc. (WULF) Reports Q3 Loss, Beats Revenue Estimates · Company news TeraWulf Q3 EPS $(0.03) May Not Be Comparable To $(0.21) Estimate, Sales $76.230M Beat $61.790M Estimate · Company news TeraWulf Stock Slides Ahead of Q3 Earnings · Company news TeraWulf Set to Report Q3 Earnings: What's in Store for the Stock? · Market context — Mentions WULF in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Company mentioned — Mentions WULF in the article text. Enbridge, Moderna On Deck Friday As Demand, Vaccine Pipeline Face Test
Session close: $21.64. Regular-session share volume: 93,863,499. Change from previous close: +20.02%.
Key developments
The company's target of more than four billion dollars in annual recurring revenue, though fully contracted and funded, slipped to January after a customer-requested design change and supplier timing, and could extend further. The quarterly loss per share came in wider than consensus, and remaining planned capital spending relies partly on financing subject to market conditions.
Company news What's Going On With IREN Shares Friday?
Sector context: Bernstein named IREN among preferred AI infrastructure developers while calling the election-driven data-center selloff overblown, and IREN had fallen with crypto-linked and AI names before rebounding.
Market context — Mentions IREN in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Company mentioned — Mentions IREN in the article text. CoreWeave Stock Gains Friday: What's Happening?
News sources
Company news IREN (IREN) Stock May Still Be A Bargain Following Contract Delays · Company news HC Wainwright & Co. Maintains Buy on IREN, Lowers Price Target to $56 · Company news IREN Stock Jumps Despite Delay to $4 Billion ARR Target · Company news What's Going On With IREN Shares Friday? · Company news Cantor Fitzgerald Maintains Overweight on IREN, Lowers Price Target to $47 · Company news IREN Stock Surges and Akamai Gains. Cloud Earnings Defy Political Fears. · Company news Bitcoin Tumbles On ETF Flows, Liquidations. IREN Leads Miner Rebound Attempt. · Market context — Mentions IREN in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Market context — Mentions IREN in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions IREN in the article text. Moderna, JFrog, TransMedics, Ubiquiti And Other Big Stocks Moving Higher On Friday · Company mentioned — Mentions IREN in the article text. Why Is Nebius Stock Surging on Friday? · Company mentioned — Mentions IREN in the article text. CoreWeave Stock Gains Friday: What's Happening?
Session close: $3.41. Regular-session share volume: 84,461,548. Change from previous close: -2.01%.
Session close: $1.45. Regular-session share volume: 82,481,221. Change from previous close: +7.41%.
Key developments
Ahead of Plug Power's third-quarter earnings release, coverage noted expectations for revenue growth and a four-quarter earnings beat streak, while flagging rising costs and currency headwinds as challenges. No new company announcement or analyst change was reported for the session.
Company news What to Note Ahead of Plug Power's Q3 Earnings Release?
News sources
Company news What to Note Ahead of Plug Power's Q3 Earnings Release?
Session close: $6.54. Regular-session share volume: 75,404,003. Change from previous close: +17.93%.
Key developments
Cipher Digital rebounded in premarket trading alongside a broader technology rally, though the move followed a sharp selloff tied to the U.S. midterm elections. The company's third-quarter results showed revenue plunging year over year and missing estimates, while it recorded its first high-performance computing leasing revenue from the Black Pearl facility and expanded the Barber Lake lease, lifting total contracted revenue substantially. Its AI infrastructure pipeline also grew.
Company news What's Going On With Cipher Digital Stock Friday?
Several analysts cut price forecasts after the report while maintaining positive ratings, and Bernstein flagged that Cipher Digital has among the highest shares of announced capacity exposed to restrictive or hostile states. Bernstein argued the election-driven selloff in AI data center names is overblown, estimating only a modest nationwide impact on credible capacity, but noted investors are favoring operators with established assets and secured power over development-dependent names.
Company news What's Going On With Cipher Digital Stock Friday? · Market context — Mentions CIFR in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Sector context: neocloud and independent data center operators sold off after the election on concerns that regulatory pauses could delay capacity additions, with Cipher Digital cited among the decliners. Analysts noted companies with permitted capacity and existing infrastructure may gain scarcity value as new approvals become harder.
Company mentioned — Mentions CIFR in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff
News sources
Company news What's Going On With Cipher Digital Stock Friday? · Company news Why Is Cipher Digital Stock Falling on Thursday? · Market context — Mentions CIFR in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Company mentioned — Mentions CIFR in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff
Session close: $1.40. Regular-session share volume: 62,750,160. Change from previous close: -21.79%.
Key developments
Opendoor reported third-quarter results that missed revenue expectations, though revenue rose year over year and sequentially. The company posted a GAAP loss per share that was wider than consensus on one measure, while another report characterized the per-share loss as better than expected. Homes purchased rose sharply from a year earlier, and management pointed to improved marketing and operations efficiency per acquired home.
Company news Opendoor Technologies Reports Third Quarter 2026 Financial Results · Company news Opendoor (NASDAQ:OPEN) misses Q3 2026 sales expectations · Company mentioned — Mentions OPEN in the article text. Opendoor Just Posted Q3 Results: What You Need to Know
The company's fourth-quarter revenue guidance came in below analysts' consensus estimates, a forward-looking signal that weighed on the report. Signed acquisition volume and mortgage originations grew, which the company highlighted as signs of progress under its operating overhaul.
Company news Opendoor (NASDAQ:OPEN) misses Q3 2026 sales expectations · Company mentioned — Mentions OPEN in the article text. Opendoor Just Posted Q3 Results: What You Need to Know
News sources
Company news Opendoor Technologies Inc. (OPEN) Reports Q3 Loss, Misses Revenue Estimates · Company news Opendoor Technologies (OPEN) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates · Company news Opendoor Technologies Reports Third Quarter 2026 Financial Results · Company news Opendoor Technologies Q3 Adj. EPS $(0.07) Beats $(0.15) Estimate, Sales $1.022B Miss $1.053B Estimate · Company news Opendoor (NASDAQ:OPEN) misses Q3 2026 sales expectations · Company news Opendoor Technologies Q4 Revenue expected to be more than $1.030B vs $1.116B Est · Company mentioned — Mentions OPEN in the article text. Opendoor Just Posted Q3 Results: What You Need to Know · Company mentioned — Mentions OPEN in the article text. Opendoor Reports Third Quarter 2026 Financial Results
Session close: $18.51. Regular-session share volume: 61,966,369. Change from previous close: -21.30%.
Key developments
DraftKings reported third-quarter results that missed revenue and earnings expectations and cut its full-year revenue guidance below consensus. The company is sharply increasing investment in its Predictions offering, which management said is driving payer and volume growth and is expected to contribute meaningfully to revenue next year while reducing the investment thereafter. BofA Securities lowered its price target following the results and the increased prediction-market spending, citing near-term profitability concerns.
Company news BofA Securities Lowers DraftKings Price Target to $23 · Company news DraftKings Q3 2026 Earnings Call Transcript · Company news DraftKings Stock Plunges After Double Miss, Full-Year Guidance Cut
On the earnings call, management highlighted strong core Sportsbook and iGaming performance, high retention among Predictions customers, a payback period below target, and a strong cash position expected to support significant free cash flow. Analysts noted the expanding exchange business offers a potential growth driver, though legal uncertainty remains.
Company news DraftKings Q3 2026 Earnings Call Transcript · Company news DraftKings Is All-In on Predictions. The Stock Is Still Being Punished.
News sources
Company news DraftKings Shares Plunge as BofA Cites Prediction Business Spending For 2027 Expectations Reset · Company news BofA Securities Lowers DraftKings Price Target to $23 · Company news DraftKings Investors Disappointed by Prediction Market Investment, BofA Says · Company news DraftKings Q3 2026 Earnings Call Transcript · Company news DraftKings Stock Plunges After Double Miss, Full-Year Guidance Cut · Company news DraftKings Posts Downbeat Q3 Results, Joins Atlassian, Natera And Other Big Stocks Moving Lower In Friday’s Pre-Market Session · Company news DraftKings Is All-In on Predictions. The Stock Is Still Being Punished. · Company news DraftKings (NASDAQ:DKNG) misses Q3 2026 revenue estimates, stock drops 23% · Company news DraftKings (DKNG) Reports Q3 Earnings: What Key Metrics Have to Say · Company news DraftKings Plunges on 2027 Forecast That Misses Estimates · Company news DraftKings (DKNG) Reports Q3 Loss, Misses Revenue Estimates · Market context — Mentions DKNG in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions DKNG in the article text. 12 Consumer Discretionary Stocks Moving In Friday's Intraday Session · Market context — Mentions DKNG in the article text. Unusual Options Volume Report: 3 Stocks Moving After Earnings · Market context — Mentions DKNG in the article text. 12 Consumer Discretionary Stocks Moving In Friday's Pre-Market Session · Market context — Mentions DKNG in the article text. Why Cloudflare Shares Are Trading Higher By Around 15%; Here Are 20 Stocks Moving Premarket · Company mentioned — Mentions DKNG in the article text. Gold Falls 1%; Charter Communications Shares Fall After Q3 Results
Session close: $12.03. Regular-session share volume: 53,255,377. Change from previous close: +2.47%.
Key developments
Coverage of Nu Holdings was limited to a routine price-mover note, which recorded the stock settling lower in the prior session without citing any company-specific development, business announcement or analyst change. No operational or financial catalyst was reported in the supplied evidence, so the session's coverage offers little beyond the observed price move itself.
Company news Nu Holdings Ltd. (NU) Stock Moves -2.09%: What You Should Know
News sources
Company news Nu Holdings Ltd. (NU) Stock Moves -2.09%: What You Should Know
Session close: $46.40. Regular-session share volume: 50,635,473. Change from previous close: +6.28%.
Key developments
CoreWeave shares rebounded Friday after a sharp prior-session decline tied to the Democratic midterm sweep, which raised concerns about data center permitting in Texas and Georgia. Bernstein called the AI data center selloff overblown, estimating only a modest nationwide hit to credible capacity, while noting CoreWeave was among the neocloud names that underperformed.
Company news CoreWeave Stock Gains Friday: What's Happening? · Market context — Mentions CRWV in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Risks remain prominent: ARK Invest disclosed selling a large CoreWeave stake as part of rebalancing AI hardware exposure, Jim Cramer flagged pending or outstanding permits at specific CoreWeave sites, and S&P Global's analyst noted CoreWeave credit default swaps at distressed levels, with subordinated bond structure and concentrated customers cited as concerns. Dan Niles warned most neoclouds could eventually go to zero.
Company news ARK Invest Sells 412,666 Shares of CoreWeave · Company news Jim Cramer Raises Red Flags Over CoreWeave, IREN and Nebius Data Center Expansion: 'These Are What I Am Concerned About' · Market context — Mentions CRWV in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions CRWV in the article text. AI Bubble About to Burst? Top Tech Investor Warns Most Neocloud Players Could Go to Zero
News sources
Company news ARK Invest Sells 412,666 Shares of CoreWeave · Company news CoreWeave Stock Gains Friday: What's Happening? · Company news Jim Cramer Raises Red Flags Over CoreWeave, IREN and Nebius Data Center Expansion: 'These Are What I Am Concerned About' · Company news CRWV Poised for a Q3 Earnings Beat: Buy, Sell or Hold the Stock Now? · Company news Dow Jones Futures Fall, AI Stocks Nvidia, Sandisk, CoreWeave, SpaceX Bounce; Tesla To End Cybertruck Production · Company news Nvidia Partner CoreWeave Ready To Report Q3 As AI Stocks Crumble; Nebius, Qualys Also Due · Market context — Mentions CRWV in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Market context — Mentions CRWV in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions CRWV in the article text. AI Bubble About to Burst? Top Tech Investor Warns Most Neocloud Players Could Go to Zero · Company mentioned — Mentions CRWV in the article text. Core Scientific to Exit Bitcoin Mining by Year-End and Become a Pure-Play AI Data Center Provider · Company mentioned — Mentions CRWV in the article text. Elon Musk's SpaceX Default Risk Hits Record High as Democratic Sweep Adds to AI Rout
Session close: $13.18. Regular-session share volume: 47,386,528. Change from previous close: +1.93%.
Session close: $3.39. Regular-session share volume: 44,276,532. Change from previous close: +5.94%.
Key developments
Despite the delivery and swap headlines, coverage notes the shares have been under pressure, with the stock lower over the prior session and down sharply year to date. Separately, options activity tracking flagged a bullish call sweep in NIO, a positioning signal rather than a company development.
Company news NIO (NIO) Reports October Deliveries, Is The Stock A Bargain? · Company news NIO Inc. (NIO) Stock Moves -3.03%: What You Should Know · Market context — Mentions NIO in the article text. 6 Consumer Discretionary Stocks Whale Activity In Today’s Session
News sources
Company news Battery Swap Milestone Could Be A Game Changer For NIO Stock (NIO) · Company news NIO (NIO) Reports October Deliveries, Is The Stock A Bargain? · Company news NIO Inc. (NIO) Stock Moves -3.03%: What You Should Know · Market context — Mentions NIO in the article text. 6 Consumer Discretionary Stocks Whale Activity In Today’s Session
Session close: $16.71. Regular-session share volume: 42,408,595. Change from previous close: +13.21%.
Key developments
Multiple analysts updated Riot Platforms ratings and targets, with Bernstein, H.C. Wainwright, ATB Cormark and Northland maintaining buy or outperform views. Chardan and Needham raised targets following third-quarter results and the company's AI infrastructure and data center expansion plans.
Company news Multiple Wall Street Firms Update Ratings and Price Targets for Riot Platforms · Company news Analysts Adjust Price Targets for Riot Platforms Following Q3 Earnings · Company news Needham Maintains Buy Rating and Raises Price Target on Riot Platforms
Riot signed a long-term powered land lease at its Corsicana, Texas site, with Needham identifying Anthropic as tenant. Analysts said the structure lowers Riot's construction spending and shifts operating risk to the tenant, but Needham flagged that the Texas election outcome raises uncertainty around project timing and permitting delays.
Company news Riot Platforms’ Powered Land Lease Lowers Build Costs, But Texas Election Adds Timing Risk, Analysts Say
Bernstein noted Riot outperformed other AI infrastructure names despite data center exposure, citing secured power capacity as increasingly valuable under tighter regulation.
Market context — Mentions RIOT in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
News sources
Company news Multiple Wall Street Firms Update Ratings and Price Targets for Riot Platforms · Company news Analysts Adjust Price Targets for Riot Platforms Following Q3 Earnings · 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 Bernstein Maintains Outperform on Riot Platforms, Raises Price Target to $30 · Market context — Mentions RIOT in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Session close: $2.54. Regular-session share volume: 42,131,461. Change from previous close: +1.20%.
Session close: $7.66. Regular-session share volume: 41,497,726. Change from previous close: +2.68%.
Session close: $116.10. Regular-session share volume: 40,441,719. Change from previous close: +0.82%.
Key developments
Oracle shares came under pressure after Bloomberg reported Microsoft is winding down an arrangement to rent AI computing capacity from Oracle, declining to renew partly because older Nvidia chips no longer met its needs. Oracle disputed the implication, saying customers still want its AI infrastructure including earlier chip generations, and that renewals of older chip contracts carry higher prices.
Company news Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Company news Oracle Stock Slides as Microsoft Reportedly Pulls Back From AI Computing Deal · Company news Microsoft Is Winding Down Oracle Deal to Rent AI Cloud Capacity
Concerns extend to OpenAI reportedly discussing resetting data center capacity expectations, which matters because OpenAI accounts for roughly half of Oracle's contracted backlog, though this is not a confirmed reduction. Separately, Oracle's credit default swaps widened to levels typical of lower-rated credits, and Bernstein still listed Oracle among favored technology names.
Company news Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Market context — Mentions ORCL in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Market context — Mentions ORCL in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst
News sources
Company news Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Company news Oracle Faces Major Wall Street Test After AI Selloff · Company news Microsoft to Conclude Agreement to Rent AI Compute Capacity from Oracle · Company news Microsoft Won’t Renew Deal for Renting AI Cloud Capacity From Oracle: Report · Company news Update: Market Chatter: Microsoft to Conclude Deal With Oracle for Renting AI Compute · Company news Oracle Stock Slides as Microsoft Reportedly Pulls Back From AI Computing Deal · Company news Oracle falls 4% as Microsoft reportedly winds down AI cloud capacity deal · Company news 'In Recent Months, Microsoft Has Been Turning Off Rented Computing Capacity From Oracle After Declining To Renew The Contract' - Bloomberg News · Company news 'Microsoft Is Winding Down Oracle Deal To Rent AI Cloud Capacity' - Bloomberg News · Company news Microsoft Is Winding Down Oracle Deal to Rent AI Cloud Capacity · Company news Oracle beats Microsoft and Amazon on a key Wall Street metric · Company news eClinical Solutions - Global Strategic Business Report: Capitalize on 12.2% CAGR to $22.7 Billion by 2030 as Oracle, Medidata, Veeva, Advarra and Parexel Accelerate AI and Cloud Disruption · Market context — Mentions ORCL in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Market context — Mentions ORCL in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions ORCL in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail
Session close: $5.33. Regular-session share volume: 40,207,616. Change from previous close: +18.03%.
Key developments
Ondas heads into its third-quarter earnings report with reporting pointing to surging orders, aggressive acquisitions and a strong revenue outlook, while flagging rising expenses and execution risks as concerns. The company also announced a definitive agreement to acquire all of Stemme GmbH, the German manufacturer of the airframe used in its ULTRA long-endurance ISR aircraft, an all-cash deal intended to bring manufacturing in-house and expand U.S. production capacity.
Company news Ondas to Report Q3 Earnings: Can Orders and Acquisitions Fuel Growth? · Company news Ondas Inc. Announces Acquisition of Stemme GmbH and U.S. Manufacturing Expansion
News sources
Company news Ondas to Report Q3 Earnings: Can Orders and Acquisitions Fuel Growth? · Company news Ondas Inc. Announces Acquisition of Stemme GmbH and U.S. Manufacturing Expansion
Session close: $16.21. Regular-session share volume: 40,166,762. Change from previous close: +1.06%.
Key developments
Coverage of SoFi Technologies centered on Wall Street analysts' average price target implying notable upside, with the article noting a positive trend in earnings estimate revisions as a possible support for the stock. No company-specific operational or business development was reported.
Company news Wall Street Analysts Think SoFi Technologies (SOFI) Could Surge 29.3%: Read This Before Placing a Bet
News sources
Company news Wall Street Analysts Think SoFi Technologies (SOFI) Could Surge 29.3%: Read This Before Placing a Bet · Company news All You Need to Know About SoFi Technologies (SOFI) Rating Upgrade to Buy
Session close: $58.35. Regular-session share volume: 40,020,950. Change from previous close: -10.02%.
Key developments
Microchip reported fiscal second-quarter results that beat estimates, with revenue up sharply year over year on recovering industrial and data-center demand and expanding margins. Management said operational improvements kept operating expenses growing well below sales, supporting higher profitability, and the board declared a quarterly dividend.
Company news MCHP Q2 Earnings Beat Estimates, Revenues Rise on Demand Recovery · Company news Microchip Technology Analysts Slash Their Forecasts After Q2 Results · Company news Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share · Company news Microchip Technology Announces Financial Results for Second Quarter of Fiscal Year 2027
The offset was guidance: the company's December-quarter outlook came in below consensus, and several analysts cut price targets while keeping Buy or Overweight ratings. Reporting attributed the soft guide to supply constraints at foundries and outsourced assembly partners delaying high-margin shipments, plus non-recurring items pointing to a softer quarter.
Company news Microchip Technology Analysts Slash Their Forecasts After Q2 Results · Company news Microchip Technology Inc (MCHP) (Q2 2027) Earnings Call Highlights: Record Sales and 42% Growth ... · Market context — Mentions MCHP in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today
Sector context: chipmakers broadly rebounded after a historic selloff, with the semiconductor ETF recovering part of the prior session's losses as investors bought back beaten-down AI names.
Market context — Mentions MCHP in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today
News sources
Company news Truist Securities Maintains Hold on Microchip Technology, Lowers Price Target to $62 · Company news B. Riley Securities Maintains Buy on Microchip Technology, Lowers Price Target to $85 · Company news Wells Fargo Maintains Equal-Weight on Microchip Technology, Lowers Price Target to $70 · Company news MCHP Q2 Earnings Beat Estimates, Revenues Rise on Demand Recovery · Company news Evercore ISI Group Maintains Outperform on Microchip Technology, Lowers Price Target to $75 · Company news Keybanc Maintains Overweight on Microchip Technology, Lowers Price Target to $120 · Company news MCHP Q2 Earnings Call Highlights Supply Constraints and Growth · Company news Susquehanna Maintains Positive on Microchip Technology, Lowers Price Target to $100 · Company news Microchip Technology Analysts Slash Their Forecasts After Q2 Results · Company news Microchip Technology Inc (MCHP) (Q2 2027) Earnings Call Highlights: Record Sales and 42% Growth ... · Company news Microchip Technology (NASDAQ:MCHP) exceeds Q3 expectations but guidance misses consensus · Company news Here's What Key Metrics Tell Us About Microchip Tech (MCHP) Q2 Earnings · Company news Microchip Technology (MCHP) Q2 Earnings and Revenues Top Estimates · Company news Microchip Technology Announces Quarterly Cash Dividend on Common Stock of 45.5 Cents Per Share · Company news Microchip Technology Announces Financial Results for Second Quarter of Fiscal Year 2027 · Market context — Mentions MCHP in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Company mentioned — Mentions MCHP in the article text. Microchip Tech: Fiscal Q2 Earnings Snapshot
Session close: $15.47. Regular-session share volume: 39,486,149. Change from previous close: +5.74%.
Key developments
Coeur Mining reported third-quarter results with sharply higher gold production and revenue growth, record adjusted EBITDA and strong free cash flow, helped by the newly added New Afton and Rainy River operations. The company returned a large portion of quarterly free cash flow through share repurchases and ended with substantial cash and liquidity.
Company news Coeur Mining Inc (CDE) Q3 2026 Earnings Call Highlights: Record EBITDA, Strong Free Cash Flow, ... · Company news Coeur Mining Q3 2026 Earnings Call Transcript
Management flagged operational challenges: heavy rain 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. Full-year production is now guided to the low end of ranges, with a portfolio-wide fourth-quarter ramp needed to close the gap, and Rochester silver recovery is coming off the pads slower than expected.
Company news Coeur Mining (CDE) Q3 Earnings Leave Stock Focused On Canadian Ramp Execution · Company news Coeur Mining Q3 2026 Earnings Call Transcript · Company mentioned — Mentions CDE in the article text. Coeur Q3 Earnings Call Highlights the Need for a Strong Finish
News sources
Company news Coeur Mining Inc (CDE) Q3 2026 Earnings Call Highlights: Record EBITDA, Strong Free Cash Flow, ... · Company news Coeur Mining (CDE) Q3 Earnings Leave Stock Focused On Canadian Ramp Execution · Company news Coeur Mining Q3 2026 Earnings Call Transcript · Company mentioned — Mentions CDE in the article text. Coeur Q3 Earnings Call Highlights the Need for a Strong Finish
Session close: $449.04. Regular-session share volume: 38,898,407. Change from previous close: +11.04%.
Key developments
AMD shares rebounded after a steep prior-session rout, with reporting tying the bounce to investors buying back beaten-down AI and chip names. Coverage noted AMD's recent quarterly results beat estimates on data-center strength, with data-center revenue nearly doubling year over year.
Company news Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Company news AMD Shares Rebound 7% Premarket After 17% Rout: Here's What's Happening · Market context — Mentions AMD in the article text. Moderna, JFrog, TransMedics, Ubiquiti And Other Big Stocks Moving Higher On Friday
The selloff was attributed to concerns that Democratic midterm gains could slow data-center construction, plus China's delay in approving certain Nvidia chip imports and a soft Qualcomm outlook. One research firm warned AI stocks could fall further if infrastructure spending pushes rates higher, and a Bank of America note said chip valuations now sit at a discount to the market, with AMD named a high-beta leader in a sharp recovery scenario.
Company news Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Market context — Mentions AMD in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions AMD in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
Market context: chipmakers led a broad rebound as a strong jobs report eased economic fears, though the semiconductor index remained well below its June peak.
Market context — Mentions AMD in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions AMD in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
News sources
Company news Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Company news AMD Shares Rebound 7% Premarket After 17% Rout: Here's What's Happening · Company news Intel and AMD in Focus as Tech Stocks Seek Rebound · Company news AMD Stock Soars After Thursday's Rout. AI Fears Take a Back Seat · Company news NVIDIA and AMD Sell-Off: Which AI Stock Is the Better Buy on the Dip? · Market context — Mentions AMD in the article text. AI Stocks Could Fall Further Despite Surging GPU Demand, Research Firm Warns · Market context — Mentions AMD in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions AMD in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom · Market context — Mentions AMD in the article text. Moderna, JFrog, TransMedics, Ubiquiti And Other Big Stocks Moving Higher On Friday · Company mentioned — Mentions AMD in the article text. October Payrolls Smash Estimates at 165K, Jobless Rate Falls to 4.1% (UPDATED) · Company mentioned — Mentions AMD in the article text. NVIDIA Claws Back Losses After $400 Billion Bloodbath, but the AI Scare Isn't Over
Session close: $4.96. Regular-session share volume: 37,627,282. Change from previous close: -2.55%.
Key developments
Snap's paid subscription suite surpassed thirty million subscribers, an increase of more than five million since early in the year, with the company crediting AI-driven creativity and personalization features for adoption. Activist investor Irenic Capital is pressing Snap to cut costs and deploy AI to better monetize its data.
Company news Irenic Capital Urges Snap Inc. to Implement Cost-Cutting and AI Monetization Strategies · Company news Snap Inc. Surpasses 30 Million Paid Subscribers
The company's quarterly report beat on profit but missed on revenue, and reporting said advertising revenue growth slowed year over year as upper-funnel brand spending declined. Snap also faces mounting legal risk: West Virginia's attorney general filed a consumer protection suit alleging the platform misled families about safety and rushed its AI chatbot, and separate civil suits allege Snapchat facilitated grooming of minors. The company said it will disable a friend-finding feature for child users in the UK after regulator pressure.
Company news West Virginia Attorney General Files Consumer Protection Lawsuit Against Snap Inc. · 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 mentioned — Mentions SNAP in the article text. Snapchat to Disable 'Find Friends' Feature for Child Users in UK
News sources
Company news West Virginia Attorney General Files Consumer Protection Lawsuit Against Snap Inc. · Company news Irenic Capital Urges Snap Inc. to Implement Cost-Cutting and AI Monetization Strategies · Company news UBS Maintains Neutral on Snap, Lowers Price Target to $6 · Company news JP Morgan Maintains Underweight on Snap, Lowers Price Target to $5 · Company news Snap Inc. Surpasses 30 Million Paid Subscribers · 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 mentioned — Mentions SNAP in the article text. Snapchat to Disable 'Find Friends' Feature for Child Users in UK
Session close: $5.08. Regular-session share volume: 37,037,370. Change from previous close: +16.25%.
Key developments
NuScale said it moved from reactor development into physical module manufacturing through an agreement with Doosan Enerbility to produce first-article components for its power module, while holding the only NRC-approved small modular reactor design. Management cited substantial liquidity to fund fabrication and engineering, and said it is preparing licensing work for a potential Tennessee Valley Authority project while engaging other utilities and industrial customers.
Company news SMR Q3 Earnings Call Highlights Shift to Module Manufacturing · Company news NuScale Power Corp (SMR) (Q3 2026) Earnings Call Highlights: First Article Production Begins as ... · Company news NuScale Power Q3 2026 Earnings Call Transcript
Quarterly revenue fell sharply as prior front-end engineering work concluded, and the company posted a net loss with higher operating expenses. RBC Capital Markets maintained a Sector Perform rating while cutting its price target, and reporting noted TVA negotiations remain key to securing commercial orders.
Company news RBC Capital Markets Adjusts NuScale Power Price Target · Company news SMR Q3 Earnings Call Highlights Shift to Module Manufacturing · Company news NuScale Power Corporation (SMR) Reports Q3 Loss, Lags Revenue Estimates · Company news NuScale Power Corporation Reports Third Quarter 2026 Financial Results
News sources
Company news Canaccord Genuity Maintains Buy on NuScale Power, Lowers Price Target to $11 · Company news RBC Capital Markets Adjusts NuScale Power Price Target · Company news RBC Capital Maintains Sector Perform on NuScale Power, Lowers Price Target to $5 · Company news SMR Q3 Earnings Call Highlights Shift to Module Manufacturing · Company news Cantor Fitzgerald Maintains Overweight on NuScale Power, Lowers Price Target to $15 · Company news NuScale Power Corp (SMR) (Q3 2026) Earnings Call Highlights: First Article Production Begins as ... · Company news NuScale Power Corporation (SMR) Reports Q3 Loss, Lags Revenue Estimates · Company news NuScale Power Corporation Reports Third Quarter 2026 Financial Results · Company news NuScale Power Q3 2026 Earnings Call Transcript · Company news NuScale Power Q3 EPS $(0.11) Beats $(0.26) Estimate, Sales $281.000K Miss $10.146M Estimate · Company news NuScale Power Reports Third Quarter 2026 Results
Session close: $11.59. Regular-session share volume: 36,603,073. Change from previous close: +1.22%.
Session close: $4.43. Regular-session share volume: 36,097,206. Change from previous close: -0.23%.
Session close: $690.00. Regular-session share volume: 35,746,504. Change from previous close: +5.12%.
Key developments
Micron rebounded along with other memory and chip names after a steep prior-session plunge, as investors bought back beaten-down AI-linked semiconductor stocks. Reporting attributed the earlier rout to concerns that midterm election results could slow data-center construction, plus Qualcomm's soft handset outlook and cautious memory-industry commentary.
Market context — Mentions MU in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Company mentioned — Mentions MU in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Company mentioned — Mentions MU in the article text. $7 Billion Gone: DRAM ETF Investors Crushed As Memory Chip Mania Unravels
A Bank of America note said chip valuations now trade at a discount to the broader market, with Micron named among preferred names in its baseline scenario and a high-beta leader in a sharp recovery. The same note cautioned that a meaningful cut to hyperscaler capital spending would hit AI chipmaker sales and earnings, and that investors may need to see actual earnings cuts before confidence returns.
Market context — Mentions MU in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom
Sector context: credit markets showed limited stress during the selloff, with an S&P Global analyst saying a slower buildout would not necessarily be bad for credit, while memory-focused fund investors absorbed large losses.
Market context — Mentions MU in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions MU in the article text. $7 Billion Gone: DRAM ETF Investors Crushed As Memory Chip Mania Unravels
News sources
Market context — Mentions MU in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions MU in the article text. Chip Stocks Are Now Cheaper Than the S&P 500 — Something Unseen During the Entire AI Boom · Market context — Mentions MU in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Market context — Mentions MU in the article text. Western Digital Stock Rebounds as Wall Street Bets AI Storage Demand Outlasts Election Rout · Company mentioned — Mentions MU in the article text. What's Going On With Marvell Technology Stock Friday? · Company mentioned — Mentions MU in the article text. Congressman Swaps One Chip Stock for Another: Here Are the Moves · Company mentioned — Mentions MU in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Company mentioned — Mentions MU in the article text. $7 Billion Gone: DRAM ETF Investors Crushed As Memory Chip Mania Unravels
Session close: $32.62. Regular-session share volume: 35,141,946. Change from previous close: +23.42%.
Key developments
Several analysts stayed bullish after the report. Rosenblatt maintained Buy, citing the recent capital raise and cash position as funding for acquisitions, while BofA kept Buy and called IonQ the scale leader in quantum. Needham and Cantor kept Buy/Overweight but trimmed price targets, citing valuation multiple compression across quantum and tech.
Company news IonQ Shares Surge 10% As Analysts See Acquisition Opportunities, Sold-Out 2027 Capacity And Quantum Security Driving Growth · Company news IonQ Stock Surges After Strong Q3 Results and Guidance
The rally was part of a broader quantum sector move following IonQ's results, with peer names also gaining. Context articles noted IonQ shares remain well below prior highs despite the session's advance.
Company news Quantum Computing Stocks Rally On IonQ, Quantinuum Q3 Results · Company mentioned — Mentions IONQ in the article text. Why Is D-Wave Quantum Stock Surging on Friday?
News sources
Company news IonQ (IONQ) Dropped, So What Is Behind The Latest Attention? · Company news IonQ Stocks Surge 10.93% After 336% Revenue Jump and Higher Full-Year Guide · Company news IonQ Shares Surge 10% As Analysts See Acquisition Opportunities, Sold-Out 2027 Capacity And Quantum Security Driving Growth · Company news IonQ's Q3 Beat, Higher Guidance Supported by Superion 256 Demand, Morgan Stanley Says · Company news IonQ Stock Surges After Strong Q3 Results and Guidance · Company news B. Riley Securities Reiterates Buy on IonQ, Lowers Price Target to $70 · Company news IONQ Q3 Earnings Beat Estimates, 2026 Sales View Raised, Stock Up · Company news Quantum Computing Stocks Rally On IonQ, Quantinuum Q3 Results · Company news Cantor Fitzgerald Maintains Overweight on IonQ, Lowers Price Target to $60 · Company news Needham Maintains Buy on IonQ, Lowers Price Target to $48 · Company news IonQ Q3 2026 Earnings Call Transcript · Company news IonQ Inc (IONQ) (Q3 2026) Earnings Call Highlights: Record Revenue, DARPA Milestone and ... · Company news IonQ (IONQ) Stock Fair Value Edges Lower After Analyst Caution On Dilution And Adoption · Company news IonQ Wants to Be the Nvidia of Quantum. Its Latest Numbers Back Up the Swagger. · Company news IonQ (IONQ) Stock May Trade Above Fair Value Following Its Elisity Deal · Market context — Mentions IONQ in the article text. Moderna, JFrog, TransMedics, Ubiquiti And Other Big Stocks Moving Higher On Friday · Market context — Mentions IONQ in the article text. New Strong Sell Stocks for November 6th · Company mentioned — Mentions IONQ in the article text. Why Is D-Wave Quantum Stock Surging on Friday?
Session close: $1.22. Regular-session share volume: 33,607,710. Change from previous close: -16.21%.
Key developments
Inovio priced an underwritten public offering of roughly seventy-five million dollars, consisting of common shares and pre-funded warrants, with an underwriter option for additional shares. The offering is expected to close in early November, subject to customary conditions, and all securities are being sold directly by the company.
Company mentioned — Mentions INO in the article text. INOVIO Announces Pricing of Approximately $75 Million Public Offering · Company mentioned — Mentions INO in the article text. INOVIO Announces Pricing of Approximately $75 Million Public Offering
The offering followed the company's announcement of its intention to sell shares, and the pricing drove the stock sharply lower in Friday trading. The capital raise dilutes existing holders at the offering price.
Company mentioned — Mentions INO in the article text. Inovio stock tumbles 25% on $75M share offering · Company mentioned — Mentions INO in the article text. INOVIO Announces Proposed Public Offering of its Common Stock
Inovio appeared among healthcare decliners in both the prior after-market session and Friday's pre-market session, alongside other small-cap health care names.
Market context — Mentions INO in the article text. 12 Health Care Stocks Moving In Friday's Pre-Market Session · Market context — Mentions INO in the article text. 12 Health Care Stocks Moving In Thursday's After-Market Session
News sources
Company news INOVIO Pharmaceuticals Commences Common Stock Offering; No Terms Disclosed · Market context — Mentions INO in the article text. 12 Health Care Stocks Moving In Friday's Pre-Market Session · Market context — Mentions INO in the article text. 12 Health Care Stocks Moving In Thursday's After-Market Session · Company mentioned — Mentions INO in the article text. Inovio stock tumbles 25% on $75M share offering · Company mentioned — Mentions INO in the article text. INOVIO Announces Pricing of Approximately $75 Million Public Offering · Company mentioned — Mentions INO in the article text. INOVIO Announces Pricing of Approximately $75 Million Public Offering · Company mentioned — Mentions INO in the article text. INOVIO Announces Proposed Public Offering of its Common Stock
Session close: $2.19. Regular-session share volume: 32,440,424. Change from previous close: +6.31%.
Session close: $5.24. Regular-session share volume: 32,324,762. Change from previous close: +2.75%.
Session close: $28.76. Regular-session share volume: 31,621,438. Change from previous close: +6.20%.
Key developments
Super Micro Computer's NVIDIA partnership strengthens its AI server lineup with advanced GPUs, liquid cooling and rack-scale systems, positioning it against Dell and HPE in AI infrastructure. The company reported record AI-driven sales and raised revenue guidance, with AI systems accounting for most quarterly sales. However, one large data center client contributed a substantial share of revenue, leaving results heavily tied to a narrow customer base and AI spending patterns.
Company news Can SMCI's Collaboration With NVDA Help it Challenge DELL & HPE? · Company news SMCI Stock Falls 5.7% After Q1 Results: Should You Hold or Fold? · Company mentioned — Mentions SMCI in the article text. Supermicro Stock In Focus After Earnings Beat And Higher 2027 Sales Outlook
Sector context: chip and AI infrastructure names rebounded in premarket trading after a sharp prior-session selloff tied to midterm election concerns about data center construction and regulatory risk. Super Micro participated in the bounce alongside memory and semiconductor peers, though the group remained well below earlier levels.
Company mentioned — Mentions SMCI in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip
News sources
Company news Can SMCI's Collaboration With NVDA Help it Challenge DELL & HPE? · Company news SMCI Stock Falls 5.7% After Q1 Results: Should You Hold or Fold? · Company mentioned — Mentions SMCI in the article text. Micron, AMD, SanDisk Lead AI Stock Bounce as Investors Buy the Dip · Company mentioned — Mentions SMCI in the article text. Supermicro Stock In Focus After Earnings Beat And Higher 2027 Sales Outlook
Session close: $6.35. Regular-session share volume: 31,249,027. Change from previous close: +8.09%.
Key developments
MARA Holdings received Federal Energy Regulatory Commission approval for its previously announced acquisition of Long Ridge Energy & Power from FTAI Infrastructure. The deal adds a combined-cycle natural gas generation facility and extensive land with associated infrastructure, and MARA expects it to expand owned power generation capacity substantially while strengthening its financial profile through contracted cash flows and supporting future compute demand.
Company news MARA Holdings, Inc. Receives FERC Approval for Long Ridge Energy Acquisition
Sector context: Bernstein argued the post-midterm selloff in AI data center stocks was overblown, estimating only a modest nationwide impact on credible capacity. The firm noted MARA outperformed despite significant exposure to restrictive states, and said companies with secured capacity could benefit as available power connections grow scarcer.
Market context — Mentions MARA in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
News sources
Company news MARA Holdings, Inc. Receives FERC Approval for Long Ridge Energy Acquisition · Market context — Mentions MARA in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Session close: $358.22. Regular-session share volume: 31,217,032. Change from previous close: +4.23%.
Key developments
Risk context: reports said Congress could target CEO Elon Musk over past government work, Starlink's Ukraine role and federal contract wins, with some lawmakers calling for investigations. Such hearings could divert the CEO's time and pressure shares. A Change.org petition urging a preemptive pardon gained attention from a Tesla influencer.
Company news Elon Musk Pardon Request Hits Change.org with Tesla Influencer Sharing: What Investors Should Know
Market context: Tesla rose as growth sectors led a broad rebound after the prior session's tech selloff, with a strong jobs report easing economic concerns. Investor Jason Calacanis listed Tesla among stocks he is buying after the midterm-driven decline.
Market context — Mentions TSLA in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Market context — Mentions TSLA in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records'
News sources
Company news Elon Musk Pardon Request Hits Change.org with Tesla Influencer Sharing: What Investors Should Know · Company news Reported Earlier: 'SpaceX, Tesla Merger Less Likely After Midterms. Texas Gov. Requests Pause On Land Talks' - Investor Business Daily · Company news Musk Winds Down Cybertruck After Sales Collapse, Shifts Tesla Focus to Cybercab · Company news Tesla Maintains Top Position in South Korea's Imported Car Market · Company news Elon Musk's longtime backer exits Tesla after 13-fold gain · Company news Tesla Stock Rebounds After Brutal Selloff. Musk Has a New Cybercab Plan · Company news Musk Kills Tesla Cybertruck. Why He Had to Shoot the Elephant. · Company news Tesla's Cybertruck is a masterclass in failing upwards · Market context — Mentions TSLA in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records' · Market context — Mentions TSLA in the article text. Nasdaq 100 Rebounds 2% After Worst Day Since 2020, Payrolls Smash Estimates: Stock Market Today · Company mentioned — Mentions TSLA in the article text. Jobs Report Boosts December Fed Rate Hike Bets · Company mentioned — Mentions TSLA in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail
Session close: $12.44. Regular-session share volume: 31,180,241. Change from previous close: -0.72%.
Key developments
Ford publicly backed the Trump administration's rollback of fuel economy standards that replaced Biden-era rules, aligning with other major automakers supporting looser federal mileage and emissions requirements across upcoming model cycles. The move drew resistance from key states that had backed tighter Biden-era targets.
Company news What Does Ford Motor (F) Backing Trump Fuel Rule Rollback Mean?
Sector context: Tesla's decision to wind down Cybertruck production highlights competitive dynamics in the electric pickup segment, where Ford's upcoming Fathom EV pickup is cited as a rival alongside GM's Silverado EV and the planned Slate truck.
Company mentioned — Mentions F in the article text. Elon Musk Confirms Cybertruck Production Wind-Down at Texas Factory as Tesla Makes Room for Cybercab
News sources
Company news What Does Ford Motor (F) Backing Trump Fuel Rule Rollback Mean? · Company mentioned — Mentions F in the article text. Elon Musk Confirms Cybertruck Production Wind-Down at Texas Factory as Tesla Makes Room for Cybercab
Session close: $15.55. Regular-session share volume: 31,142,321. Change from previous close: +9.74%.
Key developments
Applied Digital shares have fallen sharply since its last earnings report, with coverage focused on earnings estimates and what may come next for the stock rather than a specific new company catalyst.
Company news Why Is Applied Digital Corporation (APLD) Down 40.6% Since Last Earnings Report?
Sector context: data center and neocloud operators, including Applied Digital, sold off as investors reassessed AI infrastructure after midterm elections raised concerns about construction pauses and regulatory hurdles. UBS estimated a meaningful portion of expected data center capacity additions could face risk, a threat that weighs more heavily on independent operators dependent on rapid capacity growth.
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
News sources
Company news Why Is Applied Digital Corporation (APLD) Down 40.6% Since Last Earnings Report? · 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. Company News for Nov 6, 2026 · Company mentioned — Mentions APLD in the article text. CoreWeave and Nebius Tumble 15% as Amazon and Big Tech Hyperscalers Outlast AI Data Center Selloff
Session close: $259.30. Regular-session share volume: 30,877,598. Change from previous close: -0.35%.
Key developments
Sector context: Amazon was cited among hyperscalers favored by Bernstein, which argued the post-midterm AI data center selloff was overblown and that companies with established operating assets and secured power access hold an advantage over development-dependent peers. Amazon's proposed Trenton, Ohio development faces uncertainty ahead of a township hearing.
Market context — Mentions AMZN in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown
Risk context: credit markets showed stress concentrated in AI-dependent borrowers, with Amazon's five-year credit default swaps widening notably since mid-April, though hyperscalers remain strong credits funded largely by operating cash flow. Microsoft reportedly wound down an Oracle AI capacity lease, spotlighting cloud infrastructure spending scrutiny.
Market context — Mentions AMZN in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Market context — Mentions AMZN in the article text. Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow
Market context: Amazon traded higher as growth sectors led a broad rebound after the prior session's tech rout, and investor Jason Calacanis listed Amazon among stocks he is buying after the midterm-driven decline.
Company mentioned — Mentions AMZN in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail · Market context — Mentions AMZN in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records'
News sources
Market context — Mentions AMZN in the article text. Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Market context — Mentions AMZN in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records' · Market context — Mentions AMZN in the article text. AI Stocks Got Hammered After Midterms, but This Analyst Says the Panic Is Overblown · Market context — Mentions AMZN in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions AMZN in the article text. Jobs Report Boosts December Fed Rate Hike Bets · Company mentioned — Mentions AMZN in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail
Session close: $15.06. Regular-session share volume: 30,277,472. Change from previous close: +1.62%.
Key developments
Redfin, the real estate brokerage owned by Rocket Companies, reported the median U.S. home-sale price declined year over year for a third consecutive week, ending a multi-year stretch of growth. Median monthly mortgage payments also fell to a multi-week low, highlighting 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 mentioned — Mentions RKT in the article text. Redfin Reports Decline in U.S. Home-Sale Prices
Session close: $5.09. Regular-session share volume: 29,893,474. Change from previous close: -1.74%.
Key developments
Fitch Ratings affirmed Lloyds Banking Group's credit rating, citing the bank's robust business profile and sustained profitability. Separately, Lloyds' monthly house price index showed UK property prices falling at the fastest annual pace in three years, attributed to renewed inflationary pressures and high borrowing costs, though management expects affordability to improve as wage growth outpaces prices.
Company news Fitch Affirms Lloyds Banking Group Rating · Company news Lloyds Banking Group Releases October House Price Index
Bank of America revised its outlook for Lloyds following third-quarter results, adjusting forecasts and lowering its price objective for the shares.
Company news BofA Adjusts Lloyds Banking Group Forecasts Following Q3 Earnings
News sources
Company news Fitch Affirms Lloyds Banking Group Rating · Company news Lloyds Banking Group Releases October House Price Index · Company news BofA Adjusts Lloyds Banking Group Forecasts Following Q3 Earnings
Session close: $1.87. Regular-session share volume: 29,424,666. Change from previous close: +13.33%.
Key developments
Keel Infrastructure's quarterly earnings call highlighted progress on AI data center projects and a target of high-performance computing revenue in a later year, while management flagged leasing delays, Pennsylvania permitting and financing as key challenges. Separately, Goldman Sachs initiated coverage of the company with a Neutral rating, indicating a measured view on the near-term outlook. The combination points to a company still working through execution and approval hurdles before its data center ambitions translate into revenue.
Company news KEEL Q3 Earnings Call Highlights Leasing Delays and AI Expansion · Company mentioned — Mentions KEEL in the article text. This Palatin Technologies Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Friday
News sources
Company news KEEL Q3 Earnings Call Highlights Leasing Delays and AI Expansion · Company news Goldman Sachs Initiates Coverage On Keel Infrastructure with Neutral Rating, Announces Price Target of $2 · Company news HC Wainwright & Co. Maintains Buy on Keel Infrastructure, Lowers Price Target to $3.25 · Company mentioned — Mentions KEEL in the article text. This Palatin Technologies Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Friday
Session close: $29.39. Regular-session share volume: 29,174,315. Change from previous close: -1.64%.
Key developments
DZ Bank downgraded Pfizer to Hold from Buy while setting a price target, reflecting a more cautious analyst view of the company's market position and outlook. Separately, Guggenheim raised its price target on the shares, an updated valuation call.
Company news DZ Bank Downgrades Pfizer to Hold From Buy · Company news Guggenheim Adjusts Pfizer Price Target to $33
Coverage also framed Pfizer as attractive for income investors, citing a well-covered dividend and modest valuation, with the stock having outperformed the broader market alongside the healthcare sector. A market report on hemophilia B gene therapy listed Pfizer among companies advancing AAV-based treatments, tying it to a growing therapy category.
Company news Pfizer (PFE) Stock Looks Attractive for Income Investors · Company news Global Hemophilia B Gene Therapy Market Report 2026 | Capitalize on 29.8% CAGR as Pfizer, CSL Behring, Bayer, and REGENXBIO Accelerate AAV Innovation
News sources
Company news Global Hemophilia B Gene Therapy Market Report 2026 | Capitalize on 29.8% CAGR as Pfizer, CSL Behring, Bayer, and REGENXBIO Accelerate AAV Innovation · Company news DZ Bank Downgrades Pfizer to Hold From Buy · Company news Pfizer (PFE) Stock Looks Attractive for Income Investors · 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 This Former Mylan/Pfizer Combo Backed Into Its Buy Zone — What You Should Know
Session close: $5.93. Regular-session share volume: 28,956,678. Change from previous close: +11.89%.
Key developments
Canaccord Genuity upgraded Joby to Buy from Hold while lowering its price target, and CCORF issued a similar upgrade with a reduced target, signaling improved ratings but trimmed valuation expectations. Coverage also noted the CEO plans to ride as a passenger in the electric air taxi within months as the company edges closer to passenger testing.
Company news Canaccord Genuity Upgrades Joby Aviation to Buy · Company news CCORF Upgrades Joby Aviation to Buy Rating · Company news JOBY CEO's Childhood Dream Is About to Come True as Electric Air Taxi Hits New Milestone
News sources
Company news JOBY CEO's Childhood Dream Is About to Come True as Electric Air Taxi Hits New Milestone · Company news Flying Cars Are HERE: Joby Aviation on eVTOL Revolution [2025 Outlook] · Company news Joby Aviation (JOBY) Stock Price Rises After Q3 Results Spotlight Cash Burn · 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
Session close: $342.37. Regular-session share volume: 28,766,508. Change from previous close: -0.52%.
Key developments
Counterpoint Research data showed Apple capturing roughly half of global smartphone revenue in the third quarter, its largest share for that period, on record iPhone average selling prices driven by higher-priced Pro models and older-lineup pricing. Phillip Securities also raised its price target on Apple.
Company news Apple Captures Record Share of Global Smartphone Revenue in Q3 · Company news Phillip Securities Adjusts Price Target on Apple to $310 From $300
In sector context, coverage cited Needham analysis that tighter data-center regulations could favor established technology companies, identifying Apple as a potentially defensive technology investment because its core hardware business requires less data-center spending than AI infrastructure developers. A separate report noted a researcher found political terms among Apple's predictive text restrictions.
Company mentioned — Mentions AAPL in the article text. AI Bubble About to Burst? Top Tech Investor Warns Most Neocloud Players Could Go to Zero · Company news Researcher Finds Apple Predictive Text Restrictions Include Political Terms
News sources
Company news Apple Captures Record Share of Global Smartphone Revenue in Q3 · Company news Researcher Finds Apple Predictive Text Restrictions Include Political Terms · Company news Deka-ImmobilienGlobal Fund Acquires Property Fully Leased to Apple · Company news Phillip Securities Adjusts Price Target on Apple to $310 From $300 · Company news Apple, Meta, Musk Face New Threat From Democrats · Company news Apple Stocks Edge Lower as $7.5 Billion Bond Sale Prices Across Seven Tranches · Company news Stock Market Suffers Ugly Losses In Election Week; Apple, Palantir Led Key Earnings: Weekly Review · Market context — Mentions AAPL in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records' · Company mentioned — Mentions AAPL in the article text. Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging · Company mentioned — Mentions AAPL in the article text. Jobs Report Boosts December Fed Rate Hike Bets · Company mentioned — Mentions AAPL in the article text. AI Bubble About to Burst? Top Tech Investor Warns Most Neocloud Players Could Go to Zero
Session close: $32.33. Regular-session share volume: 28,286,830. Change from previous close: +7.05%.
Key developments
AT&T reported what it called the first successful handoff between a terrestrial cellular network and a direct-to-device satellite connection using standard smartphones in a test with AST SpaceMobile. Separately, AST SpaceMobile was selected to support prime contractor STR under a U.S. Space Force contract, though contract value and timeline were not disclosed.
Company news Is AST SpaceMobile (ASTS) Undervalued As AT&T Tests Direct To Device Satellite Handoff? · Company news AST SpaceMobile Wins U.S. Space Force Contract
News sources
Company news AST SpaceMobile Will Use Firefly in Bold Move to Build Its Starlink Competitor · Company news AST SpaceMobile Announces Development of 'Blacklift' Rocket and Partnership with Firefly Aerospace · Company news Is AST SpaceMobile (ASTS) Undervalued As AT&T Tests Direct To Device Satellite Handoff? · Company news Firefly, AST SpaceMobile Stocks Rise on $1.3B Rocket Engine Deal: What’s Happening? · Company news Firefly Aerospace Inks $1.3B Agreement With AST SpaceMobile To Provide Over 36 Rocket Engines · Company news AST SpaceMobile Wins U.S. Space Force Contract · Company news AST SpaceMobile Stock Slides Thursday Despite Space Force Contract: What’s Going On? · Company news Firefly Aerospace Signs Rocket Engine Deal Valued at More Than $1.3 Billion with AST SpaceMobile · Company news AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace · Company news AST SpaceMobile Stock Price Forecast: What Options Traders and Financial Analysts Expect Ahead of Q3 Earnings · Company mentioned — Mentions ASTS in the article text. Rocket Lab Stock Pulls Out of a Nosedive Friday: What's Going On? · Company mentioned — Mentions ASTS in the article text. Firefly Aerospace stock surges 13% on $1.3 billion engine deal
Session close: $1.64. Regular-session share volume: 28,225,039. Change from previous close: -8.38%.
Key developments
Hertz reported its strongest quarterly revenue in three years with adjusted Corporate EBITDA up year over year, its best quarterly EBITDA result in three years, helped by U.S. pricing strength and a younger fleet. However, results fell below guidance as elevated repair costs and international softness weighed, and management pointed to a negative fourth quarter.
Company news Hertz Global Holdings, Inc. Reports Third Quarter 2026 Financial Results · Company news Hertz Global Holdings Inc (HTZ) Q3 2026 Earnings Call Highlights: Best EBITDA in Three Years ...
News sources
Company news Hertz Global Holdings Inc (HTZ) Q3 2026 Earnings Call Highlights: Best EBITDA in Three Years ... · Company news Hertz Global Holdings, Inc. Reports Third Quarter 2026 Financial Results · 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
Session close: $3.26. Regular-session share volume: 28,024,511. Change from previous close: +82.12%.
Key developments
STAK Inc. disclosed that its second-tier subsidiary, STAK Industry Energy Ltd., signed a non-binding letter of intent regarding potential procurement of gas-powered generators, an initial step in its expansion into that market. The company said the indicative value of the initial procurement is in the hundreds of thousands of dollars, with potential later phases totaling millions, all preliminary and contingent on delivery and acceptance, with future purchases requiring separate formal contracts.
Company news STAK Inc. Discloses Initial Progress in Gas-Powered Generator Business · Company news STAK Inc. Discloses Initial Progress in Gas-Powered Generator Business
News sources
Company news STAK Inc. Discloses Initial Progress in Gas-Powered Generator Business · Company news STAK Announces Subsidiary Signed Non-Binding Letter Of Intent With Unnamed Buyer For Gas-Powered Generators; No Purchase Commitment · Company news STAK Inc. Discloses Initial Progress in Gas-Powered Generator Business
Session close: $63.41. Regular-session share volume: 27,796,743. Change from previous close: -3.28%.
Key developments
Netflix announced a live-action 'Stranger Things' prequel series titled 'Other Worlds: A Stranger Things Adventure,' co-created by the Duffer brothers and Kate Trefry, with Joe Wright directing the first episodes. The project extends one of the company's flagship franchises with new characters and mythology.
Company news Netflix Announces 'Stranger Things' Prequel Series 'Other Worlds'
Netflix also expanded its children's library by integrating curated ABCmouse educational activities, animated lessons and books for offline play after download, reflecting a partnership with Age of Learning. Separately, coverage framed Netflix shares as cheap relative to fair value after a sharp sentiment swing, while IMAX's CEO addressed theater chains forgoing premium screens for a high-profile Netflix film.
Company news Netflix Integrates ABCmouse Learning Content for Children · Company news Netflix (NFLX) Stock Looks Cheap With 23% Upside To Fair Value · Company mentioned — Mentions NFLX in the article text. IMAX (IMAX) CEO Defends Offering Premium Screens To A High Profile Streaming Release
News sources
Company news Netflix Announces 'Stranger Things' Prequel Series 'Other Worlds' · Company news Investors Heavily Search Netflix, Inc. (NFLX): Here is What You Need to Know · Company news Netflix (NFLX) Stock Looks Cheap With 23% Upside To Fair Value · Company news Disney struggles as Netflix pulls away: Time to buy the dip? · Company news Netflix Integrates ABCmouse Learning Content for Children · Company mentioned — Mentions NFLX in the article text. IMAX (IMAX) CEO Defends Offering Premium Screens To A High Profile Streaming Release
Session close: $284.78. Regular-session share volume: 27,626,224. Change from previous close: +0.78%.
Key developments
In sector context, Alphabet was among the large-cap communication services names trading higher as growth sectors led the session, and it was listed among cloud-computing ETF holdings as investors reassessed AI infrastructure spending. Credit commentary noted Alphabet's swap spreads widened since mid-April while hyperscalers remain strong credits funded largely by operating cash flow.
Company mentioned — Mentions GOOGL in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail · Market context — Mentions GOOGL in the article text. Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Market context — Mentions GOOGL in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst
News sources
Company news If You Invested $1000 In Alphabet Stock 20 Years Ago, You Would Have This Much Today · Market context — Mentions GOOGL in the article text. Oracle’s AI Trouble Is Wall Street’s New Headache: 2 ETFs to Watch as Data Center Fears Grow · Market context — Mentions GOOGL in the article text. Jason Calacanis Is Buying These 8 Stocks After the Midterm Selloff: 'Markets Top Tick and Set New Records' · Market context — Mentions GOOGL in the article text. Unity Software Just Did Something It Hasn't Done Since Its IPO — and Wall Street Wants More · Market context — Mentions GOOGL in the article text. EXCLUSIVE: Nasdaq 100 Suffers Worst Day Since 2020, but Credit Markets Aren't Panicking, Says S&P Global Analyst · Company mentioned — Mentions GOOGL in the article text. Google's $900 Million SpaceX Bet Is Now Worth $69 Billion. It Added Millions More Shares · Company mentioned — Mentions GOOGL in the article text. Growth Lead Sectors In Friday Trading As Defensives Trail
Session close: $49.42. Regular-session share volume: 27,565,744. Change from previous close: -0.68%.
Key developments
Bank of America is restructuring its global lending and credit-trading businesses, merging its global credit macro, fixed-income ETF and high-grade bond trading desks into a unified platform intended to improve liquidity and streamline client trade execution. The bank also highlighted untapped Merrill banking potential, with cross-selling opportunities supported by rising wealth balances and lending growth.
Company news Bank of America Restructures Credit Trading and Lending Businesses · Company news BAC Sees Untapped Merrill Banking Potential: Can Cross-Selling Pay Off?
The president of Bank of America's consumer, retail and preferred banking unit said she is very bullish on what AI holds for the company in an interview about financial innovation. Separately, the bank's top investment strategist set conditions for a return to risk-taking, including an end to central bank rate hikes, a lower ten-year Treasury yield and cheaper oil.
Company news Bank of America’s Holly O’Neill: “I’m Very Bullish on What AI Has in Store for Us” · Company mentioned — Mentions BAC in the article text. BofA’s Hartnett sets three conditions for a return to risk-taking
News sources
Company news Bank of America’s Holly O’Neill: “I’m Very Bullish on What AI Has in Store for Us” · Company news BAC Sees Untapped Merrill Banking Potential: Can Cross-Selling Pay Off? · Company news Bank of America Restructures Credit Trading and Lending Businesses · Company news Bank of America Updates 'Global Defenders' Quantitative Equity List · Company news $1000 Invested In Bank of America 15 Years Ago Would Be Worth This Much Today · Company news Bank of America Reaches $2 Million Settlement in Electronic Fund Transfer Lawsuit · Company news Bank of America Discloses Position in easyJet plc · Company mentioned — Mentions BAC in the article text. BofA’s Hartnett sets three conditions for a return to risk-taking
Full report for 2026-11-06