United Airlines CEO Scott Kirby believes the airline will win customers from competitors specifically because of Starlink.
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Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
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- SK HYNIX $SKHY PLANS ~₩100 TRILLION (~$75B) IN SHAREHOLDER RETURNS FOR 2026151815425.2K
- Waymo is adding nearly 250 square miles to its driverless ride-hailing service across 5 existing U.S. markets over the next week. Los Angeles: Expanding along the coast into the South Bay, including Torrance. San Diego: Extending north to La Jolla, adding destinations including UC San Diego, the VA, and University Town Center. Nashville: Expanding farther south, including access to Nashville Zoo. Orlando: Nearly doubling its coverage in the east, alongside improved downtown service. San Francisco Bay Area: Adding coverage farther south, including a new connection to Berryessa BART Station. The rollout expands where existing riders can travel, rather than launching in five new cities.
944511.5K - SK HYNIX $SKHY Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $78.9B (Est. $74.8B) 🟢; +328% YoY 🔹 Oper Profit: $62.8B (Est. $58.5B) 🟢; +632% YoY 🔹 Oper Margin: 80%; +3,300 bps YoY; record high 🔹 QoQ: Revenue +32% / Oper Profit +38% Q4 Guide: 🔹 DRAM Bit Growth: Mid-20% QoQ 🔹 NAND Bit Growth: Mid-single% QoQ incl. Solidigm Q3 Pricing & Volume: 🔹 DRAM ASP: High-20% QoQ; bits ~+10% QoQ 🔹 NAND ASP: Mid-20% QoQ; bits slightly lower QoQ Profitability: 🔹 Gross Margin: 85.7% (Est. 85.2%) 🟢 🔹 EBITDA: $66.1B; 84% margin; +486% YoY 🔹 EPS: $41.07; +205% YoY Financials: 🔹 Cash: $86.3B; +311% YoY 🔹 Interest-Bearing Debt: $11.9B; -34% YoY 🔹 Net Debt-to-Equity: -32%; -2,800 bps YoY 🔹 Operating Cash Flow: $41.3B; +281% YoY 🔹 Total Assets: $295.5B 2027 Market Outlook: 🔹 DRAM Demand Bit Growth: +mid-20% YoY 🔹 NAND Demand Bit Growth: +high-teens% YoY 🔹 2027 CapEx: To rise significantly vs 2026 🔸 Memory demand expected to outpace supply through 2030 Product & Technology: 🔹 HBM4: Expected to surpass HBM3E in HBM shipment and revenue share in Q4 🔹 2027 HBM: Negotiations finalized; profitability gap with conventional DRAM expected to narrow meaningfully 🔹 M15X: Ramp-up accelerating to full capacity by end-2026 🔹 321L NAND: Over 50% of domestic capacity in Q4 Business Highlights: 🔹 LTAs: Signed with 14 key customers incl. major global CSPs; standard 5-year term; over 50% of 2027-2028 capacity secured 🔹 Q3 Dividend: ~₩20,000/share (~$15.08), incl. a ₩10,000 special dividend from realized Kioxia gains 🔹 Share Acquisition: ₩20T (~$15.1B) for the quarter, incl. ~₩10T for executive & employee compensation 🔸 Quarterly revenue topped ₩100T for the first time Note: 🔹 Net Profit: $30.0B; +216% YoY 🔸 Includes a $24.6B non-operating loss: a $17.3B investment-asset loss and an $8.8B FX loss as the won strengthened FX used for USD conversion: $1 = ₩1,326 (mid-market; Oct 27, 2026)
852661.5K284K - SK Hynix's U.S. 🇺🇸 subsidiary Solidigm is in talks with the Commerce Department to invest $45B in a new U.S. memory chip plant, per Bloomberg. But there's a condition. Solidigm wants Washington's approval to send new chipmaking equipment to its existing NAND flash plant in Dalian, China, before moving forward. The company argues that upgrading its Chinese facility would increase revenue to help finance the U.S. project, while developing technology that could eventually be used at the American plant. Solidigm has told officials that total U.S. investment could eventually approach $100B. New York is among the locations under consideration, with construction potentially beginning in 2027. The talks come just days after SK Hynix scrapped plans for a potential $10B Solidigm IPO. No final investment decision has been made.
1068213.8K - SK HYNIX $SKHY EARNINGS ARE OUT 3Q OPER PROFIT 83.33T WON, EST. 77.5T WON 3Q SALES 104.62T WON, EST. 98.96T WON185235870.9K
- Broadcom $AVGO CEO Hock Tan personally stepped in to get the $63B Anthropic chip deal done. After nearly two months of negotiations, some banks were considering pulling out of the deal, known as Project North Star. The problem was growing concerns over AI-related debt and higher interest rates. Some lenders felt they weren't being compensated enough for committing more than $40B. Over the weekend, Tan held last-minute talks with bank executives, agreed to higher interest rates, and provided additional assurances around Broadcom's financial guarantees. The deal was announced Monday. Here's the interesting part: Broadcom isn't lending Anthropic $63B directly. A separate financing vehicle will purchase the chips and lease them to Anthropic, with Broadcom providing financial support for the senior debt. Another $18B in riskier debt carries no Broadcom guarantee. So Broadcom isn't just supplying the chips. It's also using its balance sheet to help make the purchases possible. Source: WS
25911718K - OpenAI is bringing NVIDIA’s Vera CPUs into production on Oracle’s cloud to run code and tools for AI agents. Initial tests showed 51% higher Python throughput and 2.2x memory bandwidth per thread vs. a leading x86 CPU Oracle plans an initial deployment of 150,000 Vera CPUs. OCI’s Vera offering includes standalone bare-metal and flexible VM instances, allowing customers to scale CPU and GPU capacity independently. NVIDIA and Oracle also announced general availability of Vera Rubin NVL72 systems on OCI, with plans to expand Vera Rubin superclusters to multi-gigawatt scale. Oracle also plans to introduce HGX Rubin NVL8 systems, offering eight Rubin GPUs in an x86-based server configuration.
271415520.3K - PALMER LUCKEY ON WHY HE'S BUILDING AMERICAN-MADE COMPUTERS: “I can't be in the business of selling autonomous weapons that are controlled by Chinese equipment” Anduril first tried to get others to build them domestically. When that failed, it launched BlueChip with Qualcomm. h/t @EdLudlow142319623K
- Anthropic has acquired Mithril Medicine, a one-person biotech startup, and is now running drug discovery programs of its own. Founder Cody Tranbarger used Claude to coordinate contracts, logistics and experiments with 11 external labs. Anthropic says that work took a potential treatment for a rare form of muscular dystrophy from an idea to promising results in mice in under 18 months. Mithril has been developing treatments for two rare forms of muscular dystrophy. Tranbarger is continuing the research at Anthropic, which says a drug could be ready to start human trials as early as late 2028 if the candidates continue to hold up. Anthropic also announced research partnerships with six organizations, including Bristol Myers Squibb, Generate Biomedicines and Enveda. The work spans drug design, manufacturing, regulatory documentation and clinical trial planning. Most of the research remains preclinical. The broader goal is to use Claude across the scientific and operational work required to move a potential medicine toward patients.
162922130.3K - "BUILT IN 🇺🇸 AMERICA"
Wall St Engine @wallstengineANDURIL & QUALCOMM ARE TEAMING UP TO BUILD 🇺🇸AMERICAN-MADE LAPTOPS The two companies are launching BlueChip, a new venture focused on rugged, waterproof laptops for the U.S. military, government agencies, police, and first responders, per WSJ. The laptops will be assembled at Anduril's Arsenal-1 facility in Ohio, powered by Qualcomm's Snapdragon X chips manufactured by TSMC in Arizona. Anduril founder Palmer Luckey says roughly 90% of the planned components already come from the U.S. and allied countries, with the goal of eventually making the entire laptop in America, including its display and other components currently sourced overseas. The focus is on building secure computers with fully traceable supply chains, reducing dependence on foreign manufacturing for national-security applications. Pricing hasn't been announced, but Luckey estimates the laptops will cost around 20% more than typical high-end PCs, with the first models expected in 2027.528216.1K - ANDURIL & QUALCOMM ARE TEAMING UP TO BUILD 🇺🇸AMERICAN-MADE LAPTOPS The two companies are launching BlueChip, a new venture focused on rugged, waterproof laptops for the U.S. military, government agencies, police, and first responders, per WSJ. The laptops will be assembled at Anduril's Arsenal-1 facility in Ohio, powered by Qualcomm's Snapdragon X chips manufactured by TSMC in Arizona. Anduril founder Palmer Luckey says roughly 90% of the planned components already come from the U.S. and allied countries, with the goal of eventually making the entire laptop in America, including its display and other components currently sourced overseas. The focus is on building secure computers with fully traceable supply chains, reducing dependence on foreign manufacturing for national-security applications. Pricing hasn't been announced, but Luckey estimates the laptops will cost around 20% more than typical high-end PCs, with the first models expected in 2027.
203250869.9K - Wall St EngineRT @wallstengine: S&P DJI & KALSHI ANNOUNCE PARTNERSHIP S&P Dow Jones Indices and Kalshi have entered a multi-year agreement to launch prediction markets indices. The indices will track things like elections, supply chain risks, AI-driven job changes, and more. This will give investors and businesses a way to track and hedge real-world risks. Over $20 trillion is benchmarked to S&P DJI stock indices. Prediction market indices are next. What CME was to the last century, Kalshi will be to this one.Tarek Mansour @mansourtarek_S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.010027.4K
- Wall St EngineRT @RewardAI_: We deploy OM-1 on more humanoid tasks in both indoor and outdoor environments. OM-1 can power humanoids to do useful things robustly that other models or form factors cannot. - last-mile delivery from a Cybertruck - manipulation on stairs04306.8K
S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.
1331552.2K789K- LIQUID AI LAUNCHES SIX AI MODELS YOU CAN CUSTOMIZE ON ONE GPU Its new LFM3 family covers text, images, video, voice and structured decisions, with models around 2 billion parameters designed to run on your own hardware. One result stands out: in Liquid’s evaluation across 62 vision benchmarks, its 1.9B-parameter vision model matched Gemma 4 12B’s average score of 71.4, using roughly one-sixth the parameters. Here’s what the lineup can do: • Text: a 256K-token context window for agents that use tools, work through documents and carry out tasks across browsers and business apps. • Vision: understand images and video, reason through charts and locate objects within a scene. • Audio: voice conversations and tool calls in 18 languages. The Omni model combines vision, audio and language, so an assistant can respond to what you show it and tell it. • Decisions: return structured answers with calibrated probabilities in a single pass, giving applications outputs they can act on. Under the hood, LFM3 combines gated short convolutions, sliding-window attention and global attention. Liquid designed this architecture to improve capability per parameter and keep inference efficient over long contexts. The practical use case is specialization. Developers can adapt a model to their own data and tools, then deploy it locally. Liquid demonstrated this by fine-tuning its vision model for wind-turbine inspections using a few hours on one A100 GPU. That gives businesses a way to build task-specific assistants on hardware they control, without a per-token API charge for local inference.
Liquid AI @liquidaiIntroducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1 on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵634817.2K - BAKER HUGHES $BKR Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $8.0B (Est. $7.7B) 🟢; +14% YoY 🔹 Adj. EPS: $0.70 (Est. $0.61) 🟢; +2% YoY 🔹 Orders: $10.8B; +31% YoY 🔹 RPO: $46.4B Raises IET Order Outlook: 🔹 2026-2028 IET Orders: $50B+ 🔹 FY26 IET Order Guidance: Raised Cash Flow: 🔹 Free Cash Flow: $769M; +10% YoY Segment Net Revenue: 🔹 OFSE: $3.7B; +1% YoY 🔹 IET: $3.5B; +3% YoY 🔹 Chart: $888M Announcements: 🔹 Completed the previously announced all-cash acquisition of Chart Industries, Inc. ("Chart") Other Q3 Metrics: 🔹 Adjusted EBITDA: $1.4B; +14% YoY 🔹 Operating Cash Flow: $1.0B; +8% YoY 🔹 Book-to-Bill: 1.3 Comments: 🔸 “Broad-based demand across data centers, space, LNG and gas infrastructure, together with ongoing capacity expansions, reinforces our long-term growth outlook and supports raising our full-year IET order guidance” 🔸 “Integration is also progressing at a strong pace, and early synergy actions reinforce our confidence in the value creation opportunity ahead.”
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Introducing 𝙻𝙵𝙼𝟹: our new generation of Liquid Foundation Models. With a new tri-hybrid architecture and new multimodal encoders, the LFM3 family is the ideal model suite for specialized intelligence. > 6 model instances, across text, audio, vision, and omni modalities, generative and decision models. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱: text, 256k context window. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱: vision-language model with video-input support for spatial understanding > 𝙻𝙵𝙼𝟹-𝙰𝚞𝚍𝚒𝚘-𝟸𝙱: tool calls, voice chat, reasoning in 18 languages. > 𝙻𝙵𝙼𝟹-𝙾𝚖𝚗𝚒-𝟸𝙱: an omni model combines vision, audio, and language. > 𝚍𝟷-𝟸𝙱 and 𝚍𝟷-𝙾𝚖𝚗𝚒-𝟸𝙱: decision models with typed outputs and calibrated probabilities in a single pass. Omni adds audio input. > fine-tune on 1 GPU. > a new tri-hybrid architecture > architecture optimized for 14 processor classes across GPUs, CPUs, and NPUs. > 𝙻𝙵𝙼𝟹-𝚅𝙻-𝟸𝙱 is a beast. It performs competitively with Gemma 4 12B (6x larger), and Gemini 3.5 Flash Lite, and GPT-5.6 Luna, with 1.9B parameters. > 𝙻𝙵𝙼𝟹-𝟷.𝟽𝙱 is #1 on the Pareto frontier of device intelligence 𝚙𝚒𝚙𝚎𝚝𝚝𝚎.𝚕𝚒𝚚𝚞𝚒𝚍.𝚊𝚒 Every modality for specialized intelligence. Pick the one that fits your use case, customize it, and run it on-device. 1/ 🧵3561.5K5.9K1.1M- About 200,000 Robinhood $HOOD customers have now opened AI-powered trading accounts, generating over $1.6 billion in notional trading volume to date.
192521329.3K - Oracle $ORCL announced several AI partnerships and infrastructure updates at Oracle AI World in Las Vegas today. Here's a breakdown of the major announcements: - $NVDA: Expanding NVIDIA Vera Rubin Superclusters to multi-gigawatt scale. Vera Rubin NVL72 systems and Vera CPUs are now available on Oracle Cloud. - $GOOGL: Bringing Google's custom TPU chips to Oracle Cloud starting in 2027, making Oracle the first hyperscaler outside Google to offer them. This includes TPU 8t for training and TPU 8i for inference. - $CBRS: Partnering with Cerebras to bring high-speed AI inference systems to Oracle Cloud in 2027. - SambaNova: Adding another specialized AI inference chip option to Oracle's cloud infrastructure. - OpenAI: Expanding their partnership with four enterprise offerings that integrate ChatGPT and Codex into business workflows, cybersecurity, application development, and small-business operations. - $SNOW: Bringing Snowflake's AI Data Cloud to Oracle Cloud as a native, first-party service, with customers able to purchase and manage it directly through Oracle.
321918227.9K - Robinhood $HOOD reported record transaction-based revenue of $867 million in Q3, up 19% YoY & 12% QoQ. Here's the breakdown: Event contracts: $173M (up over 6x YoY) Equities: $121M (+41% YoY) Crypto: $120M (-55% YoY) Options: $399M (+31% YoY) Other: $54M (+20% YoY) Options remained the largest contributor to Robinhood's transaction-based revenue.
122013623.5K - GENERAL COMPUTE RAISES $100M SERIES A AT AN $800M VALUATION; 13x IN 5 MONTHS General Compute is an AI neocloud startup focused on inference, providing computing infrastructure using specialized chips from SambaNova, Cerebras, and Positron. Rather than building large data centers from scratch, the company leases existing facilities and converts former Bitcoin mining sites to run AI workloads. The funding round, co-led by Blackbird Ventures and Abstract Ventures, follows a major customer agreement worth $100M in annual recurring revenue. General Compute expects to deploy 75MW of computing capacity in 2027.General Compute @general_compute🚨 Big news today: We’ve raised $100M for our Series A! 🎉 🚀 We believe demand for fast inference is many times larger than demand for slow inference, and it’s about to go exponential. Thanks to our co-leads @BlackbirdVC and @Abstractvc. Two visionary partners join our journey 🎉 🚀864517.1K
- $EQT Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.8B (Est. $1.83B) 🔴; -10% YoY 🔹 Adj. EPS: $0.42 (Est. $0.39) 🟢; -19% YoY 🔹 Net Income: $279M 🔹 Adj. EBITDA: $1.1B; -14% YoY 🔹 Sales Volume: 583 Bcfe; -8% YoY 🔹 Avg. Realized Price: $2.72/Mcfe; -1% YoY FY26 Guide: 🔹 Total Sales Volume: 2,375-2,450 Bcfe 🔹 Maintenance CapEx: $2.02B-$2.1B 🔹 Growth CapEx: $580M-$640M Q4 Guide: 🔹 Total Sales Volume: 550-600 Bcfe 🔹 Maintenance CapEx: $540M-$610M 🔹 Growth CapEx: $185M-$225M Key Updates: 🔹 CapEx: $638M; 10% below low-end guidance 🔹 Free Cash Flow: $283M 🔹 Net Debt: $5.5B Announcements: 🔹 Range Acquisition: Announced strategic acquisition of Range Resources Corporation 🔹 POWER Pipeline: Launched open season for a new 42-inch project 🔹 Dividend Increase: $0.68/share annualized, +3% Comments: 🔸 “marketing efforts drove stronger realized pricing, operating expenses came in at the low end of guidance and capital spending was well below expectations” 🔸 “creating a company uniquely positioned for the next era of natural gas”
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🚨 Big news today: We’ve raised $100M for our Series A! 🎉 🚀 We believe demand for fast inference is many times larger than demand for slow inference, and it’s about to go exponential. Thanks to our co-leads @BlackbirdVC and @Abstractvc. Two visionary partners join our journey 🎉 🚀96608679216K- $WM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.8B (Est. $6.81B) 🟡; +6.3% YoY 🔹 Adj. EPS: $2.15 (Est. $2.18) 🔴; +9% YoY 🔹 Adj. Operating EBITDA: $2.1B; +5.8% YoY 🔹 Adj. EBITDA Margin: 31.0%; -10 bps YoY Affirms FY26 Guide: 🔹 Revenue: $26.3B-$26.5B (Est. $26.41B) 🟡 🔹 Adj. Operating EBITDA: $8.15B-$8.25B 🔹 Free Cash Flow: $3.75B-$3.85B Other Q3 Metrics: 🔹 Net Cash Provided by Oper Activities: $4.9B 🔹 Free Cash Flow: $3.0B; +42%+ YoY Segment Net Revenue: 🔹 Collection and Disposal: $5.6B 🔹 Recycling Processing and Sales: $441M 🔹 Renewable Energy: $167M 🔹 Healthcare Solutions: $651M; +3.7% YoY Capital Return: 🔹 Share Repurchases: $580M 🔹 Cash Dividends: $377M Announcements: 🔹 Renewable Natural Gas: New York facility began operations, the 18th completed since 2022 Comments: 🔸 “Notably, Healthcare Solutions revenue grew 3.7% in the quarter and operating EBITDA increased more than 30%, driven by effective cost management, synergy capture, and pricing growth.” 🔸 “We are affirming our 2026 guidance ranges, as we remain on track to meet our financial objectives.”
5159320.8K - Google DeepMind just unveiled Genie 4, its next-generation AI world model, and the demos are pretty impressive. Unlike a typical AI-generated video, Genie 4 creates interactive environments you can explore and modify in real time. You can change the weather, introduce objects or characters, and interact with people who move, react, and speak. It also generates native audio, including ambient sounds and dialogue, while simulating physics and collisions. Built on Gemini Omni, it uses Gemini's reasoning capabilities to maintain continuity and simulate multi-step events, with potential applications in robotics training, gaming, and filmmaking. Genie 4 is currently available to trusted testers, with access coming to Google AI Ultra subscribers through Project Genie and select API partners.16912321.8K
- TERADYNE $TER Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1,306M (Est. $1.26B) 🟢; +70% YoY 🔹 Adj. EPS: $2.29 (Est. $2.08) 🟢 🔹 Gross Margin: 59.1% Q4 Guide: 🔹 Revenue: $1,250M-$1,350M (Est. $1.27B) 🟡 🔹 Adj. EPS: $1.95-$2.25 (Est. $2.06) 🟡 Segment Net Revenue: 🔹 Semiconductor Test: $1,072M 🔹 Product Test: $138M 🔹 Robotics: $96M Announcements: 🔹 Record Revenue: Memory and Integrated Systems Test driven by all things AI 🔹 Robotics: Highest third quarter revenue to date and achieved profitability Other Q3 Metrics: 🔹 Net Income: $342.4M Comments: 🔸 “Demand extended across the AI value chain, from memory and hard disk drive test to high-speed interconnect and robotics, driving results above the high end of our guidance. With multiple growth engines across test and robotics, we approach 2027 with a more diversified business and an expanding set of opportunities.”
122716846.5K - $META's $25B stock sale draws 5x demand. The offering was priced at $625 per share. More than half the shares were allocated to long-only and existing investors, while the 15 largest allocations accounted for roughly 70% of the deal.
212321027.1K - How would you prefer I cover earnings when results come out? Also, need you guys to step up the likes on the earnings coverage a bit.22114621.9K
- $AVGO +3.5% Following the announcement of a $63B financing deal covering roughly 1.7GW of Anthropic's planned AI compute capacity, using Broadcom's XPU accelerators and networking systems, with deliveries starting in 2027. The deal creates a separate financing vehicle that will purchase Broadcom's hardware and lease it to Anthropic. Bank of America, Citi, and Morgan Stanley are arranging the senior debt, while Blackstone backs the second-lien financing. StoneX notes that the deal finances compute Anthropic had already planned for 2027, rather than representing an entirely new $63B hardware order. UBS points out that "Broadcom is neither the lender nor the borrower" in this structure. Instead, it provides residual-value support covering approximately 72.5% of the financing, or roughly $46B, while collecting a fee for that support. Including the earlier $35B financing arrangement for 2026 shipments, UBS estimates Broadcom's combined residual-value exposure at $70B–$75B. This isn't an upfront cash outlay, and the exposure declines as Anthropic makes lease payments, but it does leave Broadcom with a significant financial obligation tied to the future value of the hardware.
Vest @VestExchangeInto the open, $AVGO is up around 3%, with a $63B deal announced yesterday to fund Broadcom chips leased to Anthropic. Bank of America, Citi and Morgan Stanley are arranging the first lien and Blackstone the second, via a new vehicle that buys the hardware. Broadcom provides residual value support equal to the first lien, with deliveries starting in 2027 and $AVGO adding to a 2.3% gain in the prior session.241512420.4K - CHEESECAKE FACTORY $CAKE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.03B (Est. $1.00B) 🟢; +14% YoY 🔹 Adj. EPS: $1.02 (Est. $0.95) 🟢 🔹 Comparable Sales: +15.2% YoY Affirms FY26 Guide: 🔹 New Restaurants: As many as 26 Segment Net Revenue: 🔹 Cheesecake Factory: $754.4M 🔹 North Italia: $93.0M 🔹 Other FRC: $90.3M 🔹 Other: $95.8M; +1% YoY Announcements: 🔹 Opened: Six new restaurants, including two Cheesecake Factory restaurants, one North Italia, one Flower Child and two FRC restaurants 🔹 Subsequent Openings: Two Flower Childs and one FRC restaurant Other Q3 Metrics: 🔹 Comparable Sales: +15.2% YoY 🔹 Net Income: $61.3M Comments: 🔸 “with margins and earnings also exceeding our expectations” 🔸 “comparable sales and traffic meaningfully outperforming the broader casual dining industry”
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Into the open, $AVGO is up around 3%, with a $63B deal announced yesterday to fund Broadcom chips leased to Anthropic. Bank of America, Citi and Morgan Stanley are arranging the first lien and Blackstone the second, via a new vehicle that buys the hardware. Broadcom provides residual value support equal to the first lien, with deliveries starting in 2027 and $AVGO adding to a 2.3% gain in the prior session.
212612434.1K- BIGBEAR AI $BBAI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $43.6M (Est. $38.9M) 🟢; +31% YoY 🔹 EPS: -$0.19 (Est. -$0.06) 🔴 🔹 Net Loss: -$91.9M 🔹 Adj. EBITDA: -$9.1M 🔹 Backlog: ~$330M; +22% since Q2 Raises FY26 Guide: 🔹 Revenue: $150M-$165M (Est. $145M) 🟢
254720.2K - Boeing $BA -10% 🩸 Following Boeing's cut to its 2026 aircraft delivery outlook, as production increases for the 737 MAX and 787 Dreamliner are taking longer than expected, partly due to engine supply issues. Boeing now expects to fall short of its target of around 500 737 deliveries this year, while 787 deliveries are expected near 90, the lower end of its previous guidance. It could also take until the end of 2027 to reach its longer-term 737 production target. The commercial aircraft division reported a $697M operating loss, nearly double the $361M loss analysts expected. Boeing also reported a core loss of $0.34 per share vs. $0.21 expected, although revenue rose 4% to $24.2B and free cash flow of $464M beat estimates of $325M.
Alpha @TradeAlphaJUST IN: Boeing $BA crashes over 10% as earnings report a $0.34 per share loss Its order backlog hits a record $745,000,000,000.00, about 5 times Boeing's entire market cap.13127724.6K - NXP SEMICONDUCTORS $NXPI Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.79B (Est. $3.76B) 🟢; +19% YoY 🔹 Adj. EPS: $4.20 (Est. $4.09) 🟢; +35% YoY 🔹 Non-GAAP Gross Margin: 58.6% 🔹 Free Cash Flow: $1.2B; 31.9% of revenue Q4 Guide: 🔹 Revenue: $3.75B-$3.95B (Est. $3.86B) 🟡 🔹 Adj. EPS: $4.14-$4.58 (Est. $4.32) 🟡 🔹 Gross Margin: 58.5%-59.5% Segment Net Revenue: 🔹 Automotive: $2.1B; +13% YoY 🔹 Industrial & IoT: $802M; +39% YoY 🔹 Mobile: $411M; -4% YoY 🔹 Comm. Infra. & Other: $503M; +54% YoY Other Q3 Metrics: 🔹 Operating Cash Flow: $1.3B 🔹 Net CapEx: $50M Capital Return: 🔹 Capital Return: $359M 🔹 Dividends Paid: $256M 🔹 Share Buybacks: $103M 🔹 New Buyback Authorization: $5B Announcements: 🔹 BMW Deployment: Trimension™ UWB ranging and radar solutions across its fleet 🔹 Malaysia: Assembly and test site expansion groundbreaking 🔹 Singapore: VSMC opened its first 300mm fab Comments: 🔸 “Strong profitability leading to free cash flow generation enables NXP to invest in innovative solutions and expand manufacturing capabilities that support our long-term growth objectives, while continuing to return capital to shareholders through our newly announced $5 billion share repurchase authorization.” 🔸 “Looking ahead, we see significant opportunities as software-defined vehicles drive increasing demand for our next-generation solutions, while data center infrastructure and Trusted Physical AI applications create new vectors for long-term growth.”
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JUST IN: Boeing $BA crashes over 10% as earnings report a $0.34 per share loss Its order backlog hits a record $745,000,000,000.00, about 5 times Boeing's entire market cap.
30830.2K- ENPHASE ENERGY $ENPH Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $293.3M (Est. $304M) 🔴 🔹 Adj. EPS: $0.41 (Est. $0.51) 🔴 🔹 Gross Margin: 45.0% 🔹 Net Income: $54.0M Q4 Guide: 🔹 Revenue: $225M-$255M (Est. $300M) 🔴 🔹 Non-GAAP Gross Margin: 40% to 43% 🔹 GAAP Gross Margin: 38% to 41% 🔹 Non-GAAP Operating Expenses: $76M-$80M 🔹 GAAP Operating Expenses: $119M-$123M Announcements: 🔹 IQ SST: Demonstrated 13.8 kV AC to 800 VDC conversion at its Austin, Texas R&D lab 🔹 IQ SST Pipeline: More than 50 customer and partner engagements; pilots targeted for 2027 and commercial shipments expected in 2028 🔹 IQ Gateway Fusion: Production shipments began in India Other Q3 Metrics: 🔹 IQ Batteries Shipped: 129.9 MWh 🔹 Cash & Securities: $931.8M
1097223.7K - S&P DJI & KALSHI ANNOUNCE PARTNERSHIP S&P Dow Jones Indices and Kalshi have entered a multi-year agreement to launch prediction markets indices. The indices will track things like elections, supply chain risks, AI-driven job changes, and more. This will give investors and businesses a way to track and hedge real-world risks. Over $20 trillion is benchmarked to S&P DJI stock indices. Prediction market indices are next. What CME was to the last century, Kalshi will be to this one.
Tarek Mansour @mansourtarek_S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.1966718K - ROBINHOOD $HOOD Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.4B (Est. $1.42B) 🟡; +12% YoY 🔹 EPS: $0.51 (Est. $0.56) 🔴; incl. $0.07 loss 🔹 Net Income: $476M; -14% YoY 🔹 Adj. EBITDA: $808M; +9% YoY FY26 Expense Outlook: 🔹 Adj. Oper Expenses & SBC: $2.68B-$2.75B; from $2.68B-$2.78B Revenue Breakdown: 🔹 Transaction-based: $867M; +19% YoY 🔹 Net Interest: $415M; -9% YoY 🔹 Other: $142M; +61% YoY Announcements: 🔹 Rothera: over $100M in annualized revenues in its first full quarter Other Q3 Metrics: 🔹 Funded Customers: 28.7M; +7% YoY 🔹 Total Platform Assets: $396B; +19% YoY 🔹 Net Deposits: $15.7B 🔹 Gold Subscribers: 5.2M; +34% YoY 🔹 ARPU: $200; +5% YoY Key Updates: 🔹 Diluted EPS included $67M, or $0.07 of diluted EPS, of unrealized losses primarily related to the mark-to-market of Robinhood Ventures Fund I (RVI). 🔹 Robinhood now has 14 business lines with $100M+ in annualized revenues Comments: 🔸 “we're entering Q4 with strong momentum” 🔸 “Customers are trusting us with more of their assets as we deliver on our product roadmap, leading to our highest quarter ever for revenues.”
143322844.4K - AXIOM'S AI AGENTS VERIFIED A 15,000-PAGE MATHEMATICAL PROOF IN 24 DAYS The project covers the Classification of Finite Simple Groups, built across hundreds of research papers over decades. A swarm of agents divided up the work, wrote proofs, reviewed one another’s contributions and merged changes through GitHub. They produced about 40 million lines of formal proof, checked by Lean. Axiom’s broader goal is to bring this workflow to software and chip verification: multiple agents handling large projects, with a separate system checking their output.Axiom @axiommathaiThe largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.1033816.2K
The largest math proof in human history is now computer-verified. Today, Axiom announces a complete Lean auto-formalization of the Classification of Finite Simple Groups, the "periodic table of symmetry." About 15,000 pages, built by over 100 mathematicians across generations.3602K5.6K2.9M- U.S. 🇺🇸 OCT. CONSUMER CONFIDENCE: 91.7 (Est. 81.0) Present Situation: 120.4 (Prev. 111.8) Expectations: 72.6 (Prev. 65.7) Inflation Expectations: 4.7% (Prev. 5.1%)18118121.1K
- $SOFI +11% Following a Q3 earnings beat, raised 2026 guidance, and a 2027 outlook above Wall Street estimates. Management said its 2027 growth plans can be funded through existing capital and earnings, with "no additional capital raise assumed or needed." CEO Anthony Noto also set a target of reaching 100 million products by 2030, roughly 4x the current level, and said this could translate into a similar increase in earnings. The company also reported continued loan demand and member growth despite higher interest rates.
Wall St Engine @wallstengine$SOFI TECHNOLOGIES Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.4B (Est. $1.25B) 🟢; +44% YoY 🔹 Adj. EPS: $0.18 (Est. $0.16) 🟢; +64% YoY 🔹 Adjusted EBITDA: $469.8M; +70% YoY 🔹 Members: 17.1M; +35% YoY FY26 Guide: 🔹 Adj. Revenue: ~$5.04B (Est. $4.87B) 🟢 🔹 Adjusted EPS: ~$0.61 (Est. $0.59) 🟢 🔹 Adjusted EBITDA: ~$1.66B 🔹 Adjusted Net Income: ~$840M 🔹 Member Growth: At least +30% YoY FY27 Guide: 🔹 Adj. Revenue: ~$6.4B (Est. $6B) 🟢 🔹 Adjusted EPS: ~$0.90 (Est. $0.82) 🟢 🔹 Adjusted EBITDA: ~$2.24B 🔹 Adjusted Net Income: ~$1.28B Segment Net Revenue: 🔹 Lending: $821.3M; +66% YoY 🔹 Financial Services: $525.1M; +25% YoY 🔹 Technology Platform: $87.4M; -24% YoY Other Q3 Metrics: 🔹 Total Products: 26.7M; +44% YoY 🔹 Fee-Based Revenue: $570.6M 🔹 Net Interest Margin: 6.14% 🔹 Total Deposits: $51.3B Comments: 🔸 “We are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.” 🔸 “Our conviction in the opportunity ahead has never been greater.”15813922.5K - $SOFI TECHNOLOGIES Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.4B (Est. $1.25B) 🟢; +44% YoY 🔹 Adj. EPS: $0.18 (Est. $0.16) 🟢; +64% YoY 🔹 Adjusted EBITDA: $469.8M; +70% YoY 🔹 Members: 17.1M; +35% YoY FY26 Guide: 🔹 Adj. Revenue: ~$5.04B (Est. $4.87B) 🟢 🔹 Adjusted EPS: ~$0.61 (Est. $0.59) 🟢 🔹 Adjusted EBITDA: ~$1.66B 🔹 Adjusted Net Income: ~$840M 🔹 Member Growth: At least +30% YoY FY27 Guide: 🔹 Adj. Revenue: ~$6.4B (Est. $6B) 🟢 🔹 Adjusted EPS: ~$0.90 (Est. $0.82) 🟢 🔹 Adjusted EBITDA: ~$2.24B 🔹 Adjusted Net Income: ~$1.28B Segment Net Revenue: 🔹 Lending: $821.3M; +66% YoY 🔹 Financial Services: $525.1M; +25% YoY 🔹 Technology Platform: $87.4M; -24% YoY Other Q3 Metrics: 🔹 Total Products: 26.7M; +44% YoY 🔹 Fee-Based Revenue: $570.6M 🔹 Net Interest Margin: 6.14% 🔹 Total Deposits: $51.3B Comments: 🔸 “We are adding more members, who are using more products, and generating more revenue per product to create the most value for our shareholders over the long run.” 🔸 “Our conviction in the opportunity ahead has never been greater.”
3395738114K - Wall St EngineRT @mansourtarek_: S&P Dow Jones Indices and Kalshi are joining forces to build the next generation of financial markets. The Dow launched in 1896. The S&P 500 in 1957. The idea was simple: bring individual stocks together into a single benchmark, giving people a clearer view of the broader market. Over time, products built around those benchmarks transformed investing. Index funds, ETFs, futures, and options gave investors ways to gain diversified market exposure and hedge broad market swings. These indices became foundations of global finance. More than $20 trillion is indexed or benchmarked to the S&P 500 alone. Today, this structure extends beyond stocks to bonds, commodities, currencies, and more. The next step is to bring that structure to the events that shape everyone’s lives. Through this partnership, S&P Dow Jones Indices and Kalshi will work together to create indices composed of Kalshi event contracts. Think about what that opens up. An index of political power. An index of supply chain risk. An index tracking AI’s impact on employment. An index of sports outcomes that affect broadcasters, advertisers, cities, and small businesses. An index of weather risks that shape harvests, energy demand, and business revenues. Each would bundle event contracts into a single indicator, helping people understand how related risks are evolving. Over time, products built around these indices could offer diversified exposure to those events and new ways to hedge their impact. The events that shape our lives could become as easy to track and gain exposure to as the S&P 500.013608.5K
- $AMD TO INVEST $1 BILLION IN $META AS COMPANIES EXPAND AI INFRASTRUCTURE PARTNERSHIP The investment will be made through Meta's equity offering. AMD also confirmed that its first Helios rack-scale AI systems are installed at Meta and undergoing testing ahead of a broader deployment. Meta has already deployed millions of AMD EPYC processors, including those powering its Muse AI agent, while Instinct GPUs are being used in production for AI training, ranking, and recommendation workloads. Looking ahead, Meta plans to deploy a custom MI450-based Instinct GPU optimized for its workloads and is a lead customer for AMD's 6th Gen EPYC processors. The companies are also expanding software collaboration across ROCm and PyTorch, building on their previously announced 6-gigawatt AMD GPU agreement.
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