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Weekly Recap: Q3 revenue falls 26% and centrifuge, HALEU advances. Centrus Energy Corp. Class A (NYSE:LEU) reported Q3 2026 revenue down 26% to $55.5 million and an adjusted loss of $9.4 million, or $0.46 per share, while reaffirming 2026 revenue guidance of $450 million to $500 million. It began commercial HALEU production. Previous Week Recap Q3 Revenue Falls; Guidance Reaffirmed : Centrus Energy (LEU) reported Q3 2026 revenue down 26% to $55.5 million. Adjusted loss was $9.4 million, or $0.46 per share. It reaffirmed 2026 revenue guidance of $450–$500 million. 3 sources Centrifuge Completed; HALEU Production Starts : Centrus Energy (LEU) completed its first new centrifuge and began Oak Ridge shipments ahead of schedule. The company also started commercial HALEU production and advanced plans for its Ohio project. 3 sources JPMorgan Cuts Price Target : JPMorgan maintained its Neutral rating on Centrus Energy Corp. Class A (LEU) and lowered its price target to $100 from $120. TradingView

Weekly Recap: 600 MW financed, 800 MW to fund and $20B contracted revenue. Applied Digital Corporation (NASDAQ:APLD) has financed 600 megawatts of planned capacity, with 800 megawatts still to fund over the next year as higher yields and credit spreads raise borrowing costs. The company has about $20 billion in contracted revenue across three campuses. Previous Week Recap 600 MW Financed, Costs Rising : Applied Digital CEO Wes Cummins said the company has financed 600 MW of planned capacity, with 800 MW still to fund over the next year. Higher yields and credit spreads have raised borrowing costs. Stocktwits $20B Contracted Revenue Across Campuses : Applied Digital (APLD) has about $20 billion in contracted revenue across three campuses. It targets large, investment-grade cloud clients; tenants awaiting financing are rated AA or better. Stocktwits 2030 Capacity Target: 3.5–4 GW : Applied Digital (APLD) added 250 MW of capacity in the past year and expects at least 600 MW more over the next 12 months. Its 2030 target is 3.5–4 GW, tied to demand. Stocktwits Not Pursuing Data Center Acquisitions : - Applied Digital Corporation (APLD) has been approached about troubled or stalled data center projects but is not aggressively pursuing acquisitions, citing its existing development pipeline. Stocktwits Six Directors Elected Provisionally : Applied Digital shareholders elected all six director nominees at the company’s 2026 annual meeting. Results were preliminary and subject to final certification. MarketBeat

Weekly Recap: DataOne delay to 2027 and high-yield bond plan scrapped. Nebius Group N.V. Class A (NASDAQ:NBIS) dropped plans for its first high-yield bond issuance after the market for debt from the company and other neocloud firms effectively closed in recent weeks. About 140 megawatts of its New Jersey DataOne project, tied to a separate $17.4 billion Microsoft deal, may be delayed until 2027. Previous Week Recap New Jersey Project Delayed : About 140 MW of Nebius’ New Jersey DataOne project, tied to a separate $17.4 billion Microsoft deal, may be delayed until 2027 due to generator permits and fuel-cell approvals. Benzinga High-Yield Bond Plans Dropped : Nebius Group (NBIS) dropped plans to issue its first high-yield bonds after the market for debt from the company and other neocloud firms effectively closed in recent weeks. Oninvest Asset-Backed Financing Still Available : Nebius COO Ofir Nave said asset-backed financing remains available and the company plans to use it. High-yield bond issuance will depend on interest rates and offered terms. Oninvest Citigroup Cuts Price Target : • Citigroup maintained its Buy rating on Nebius Group N.V. Class A (NBIS) and lowered its price target to $265 from $324. TradingView Rapid Expansion, No Profitability : • Nebius Group N.V. Class A (NBIS) remained loss-making, with the article noting rapid expansion alongside a lack of demonstrated profitability. GuruFocus

Weekly Recap: Starlink Mobile 5G deal and license renewals, AI ties. QUALCOMM Incorporated (NASDAQ:QCOM) signed multiyear deals to supply infrastructure for Starlink Mobile’s U.S. 5G network, with deployment expected from 2027, and custom AI chips and optical links for AWS, with potential purchases of up to $60 billion over 10 years. It also issued a robust quarterly sales forecast. Previous Week Recap Starlink Mobile 5G Deployment : QUALCOMM signed a multiyear deal to supply infrastructure for Starlink Mobile’s U.S. 5G network, with deployment expected from 2027. Revenue is expected late in fiscal 2027, rising in 2028. 3 sources Licensing Renewals And AI Deals : QUALCOMM renewed long-term licensing agreements with Apple, Huawei and Transsion at existing rates, and announced AI data-center collaboration with Amazon and a Starlink Mobile base-station deal. 3 sources AWS AI Chips And Meta CPU : Qualcomm signed a multiyear AWS deal for custom AI chips and optical links, with potential purchases of up to $60 billion over 10 years. It is also developing its Dragonfly C1000 CPU with Meta. Benzinga Mobile Tower Chip Expansion : QUALCOMM (QCOM) will supply chips for mobile tower equipment, expanding beyond smartphone semiconductors into 5G infrastructure and competing with Marvell, Broadcom and Intel. Reuters Hyperscalers Drive Data-Center Target : Qualcomm (QCOM) said two hyperscaler customers, including Amazon, account for most of its $5 billion fiscal 2027 data center revenue target. It is in advanced talks with a third potential customer. Stocktwits Microsoft And Meta Processor Orders : QUALCOMM Incorporated (QCOM) received orders for its data-center processors from Microsoft and Meta. Reuters Starlink Deal Spurs Volatility : QUALCOMM (QCOM) gained 5.3% on Nov. 4 after agreeing to supply gear for SpaceX Starlink Mobile ground stations, then fell about 7% after hours following its earnings report. Oninvest Strong Forecast Diversifies Revenue : QUALCOMM Incorporated (QCOM) issued a robust quarterly sales forecast, with its expansion into new markets reducing its reliance on the sluggish smartphone industry. Binance News Margins Recover By Fiscal Q2 : Qualcomm expects gross margins to return to the 48%–50% historical range by fiscal Q2 as chip price hikes take effect, with full benefits expected in fiscal 2027’s second half. Reuters Analysts Cut Price Targets : Five analysts cut QUALCOMM price targets: UBS to $180, JPMorgan to $200, Barclays to $150, Susquehanna to $165 and Bernstein to $155. Ratings stayed unchanged. TradingView

Weekly Recap: Revenue growth and capex cuts with limited near-term revenue. IREN Limited (NASDAQ:IREN) said fiscal Q1 2027 revenue rose 66% to $228 million, including $200 million from AI Cloud, while backlog reached $20.3 billion. Its $4 billion annual revenue target shifted to January 2027. Previous Week Recap Revenue Surges, Target Delayed : IREN’s fiscal Q1 2027 revenue rose 66% to $228 million, including $200 million from AI Cloud. Backlog reached $20.3 billion; its $4 billion annual revenue target shifted to January 2027. 3 sources Capital Investment Cut : IREN cut planned capital investment for the rest of the fiscal year to about $15 billion amid tighter financing. Horizon and Mackenzie capacity is expected to generate limited near-term revenue. GuruFocus Spending Rescheduled Amid Financing Constraints : IREN reduced and rescheduled planned fiscal 2027 capital spending, spreading Childress air-cooled capacity deployment across 2027. Management cited financing conditions, not weak customer demand. MarketBeat AI Cloud Obligations Reach $6.347 Billion : • IREN Limited (IREN) reported $6.347 billion in remaining performance obligations for AI Cloud under ASC 606 as of September 30, 2026. TradingView Power Pipeline Exceeds 35 GW : IREN secured over 30,000 acres and more than 5 GW of power, with a pipeline above 35 GW. Construction advanced at Sweetwater and Mackenzie; a permit was secured for a 300 MW Spain project. TradingView Data Centers Shift Toward AI : IREN plans to shift most data-center capacity from Bitcoin mining to AI Cloud by Dec. 31, 2026. It expects limited mining operations to continue through 2027. The Block Horizon 1 Accepted, Delivery Dates Extended : IREN said Microsoft accepted Horizon 1 in August 2026. A customer-requested network design change extended some delivery dates; no delay credits were reported. TradingView Short-Term AI Deals Command Premiums : - Futurum Group CEO Daniel Newman said IREN Limited (IREN)’s short-term AI agreements were reaching $40 million per megawatt, compared with $22 million per megawatt for long-term contracts. Benzinga Contracted Prices Increase : IREN Limited (IREN) reported that contracted prices increased, with three-year deals up 11% and five-year deals up 12%. Reuters Analysts Split on Price Targets : • Following IREN Limited (IREN)’s results, Goldman Sachs maintained a Neutral rating and a $30 price target, while BTIG lowered its price target to $65 from $80 and retained a Buy rating. Invezz

Weekly Recap: Q3 revenue falls and ENTRA1–TVA agreement support priority. NuScale Power Corporation Class A (NYSE:SMR) reported Q3 2026 revenue of $281,000, down from $8.2 million a year earlier, and a $45.7 million net loss; cash and investments totaled about $1.9 billion at September 30. Previous Week Recap Revenue Falls, Cash Totals $1.9B : NuScale Power (SMR) reported Q3 2026 revenue of $281,000, down from $8.2 million a year earlier, and a $45.7 million net loss. Cash and investments totaled about $1.9 billion at September 30. 3 sources ENTRA1–TVA Agreement Support Prioritized : NuScale (SMR) said supporting a potential ENTRA1–TVA power purchase agreement is an immediate priority, with no timeline set. Any reactor module sales would require a separate deal with ENTRA1. 2 sources Analysts Cut Price Targets : NuScale Power (SMR) saw four price-target cuts: Citi lowered its target to $3.50, Canaccord to $11, RBC to $5 and Cantor Fitzgerald to $15. Ratings were unchanged. TradingView Wedbush Initiates Underperform Rating : Wedbush initiated coverage of NuScale Power (SMR) with an Underperform rating, citing a lack of binding, financed reactor orders and the 2023 project cancellation. 2 sources First Safety Components Fabricated : NuScale Power (SMR) and MillenniTEK fabricated the first safety-related components for NuScale Power Modules, including parts of the reactor safety system. TradingView Potential Work Shift Supports TVA License : NuScale Power (SMR) may transfer 50%–60% of work from its Carbon Free Power Project to support a combined construction and operating license application for a potential TVA project. MarketBeat Doosan First-Article Manufacturing Begins : NuScale Power (SMR) began first-article manufacturing with Doosan, advancing commercial readiness. The company expects disciplined spending as customer and equipment-maker agreements progress. Quartr

Weekly Recap: Q3 revenue growth and EPS beat estimates and analyst target cuts. Ichor Holdings, Ltd. (NASDAQ:ICHR) reported Q3 revenue up 37% year over year to $328.7 million and adjusted EPS of $0.63, which beat estimates, and guided to Q4 revenue of $345 million to $365 million. Four analysts maintained Buy ratings while cutting price targets, bringing the average target to $82. Previous Week Recap Revenue, EPS Beat; Q4 Outlook : Ichor Holdings’ Q3 revenue rose 37% year over year to $328.7 million; adjusted EPS of $0.63 beat estimates. Q4 revenue guidance is $345 million to $365 million. 3 sources Buy Ratings, Lower Price Targets : Four analysts maintained Buy ratings on Ichor Holdings (ICHR), while cutting price targets: B. Riley to $70, TD Cowen and Needham to $55, and Stifel to $93. The average target fell to $82. TradingView

Weekly Recap: Q3 revenue, outlook rise and melanoma risk falls 42%. Moderna, Inc. (NASDAQ:MRNA) said Q3 revenue rose 29% to $1.31 billion and net income was $162 million, versus a $200 million loss a year earlier, and raised 2026 growth guidance to 15%–25%. Its cancer vaccine cut melanoma recurrence or death risk 42% with Keytruda in Phase 3. Previous Week Recap Revenue Growth And Guidance Raised : Moderna’s Q3 revenue rose 29% to $1.31 billion, with net income of $162 million versus a $200 million loss a year ago. It raised 2026 growth guidance to 15%–25%. 3 sources Melanoma Vaccine Cuts Risk : Moderna and Merck’s Phase 3 cancer vaccine cut melanoma recurrence or death risk 42% with Keytruda. Moderna targets a U.S. filing this year. Its norovirus vaccine missed interim success criteria. 3 sources mFLUSIVA And mCOFLU Authorized : Moderna received FDA approval for mFLUSIVA in adults 50–64 and accelerated approval for those 65+. Canada authorized mFLUSIVA and combo vaccine mCOFLU for adults 50+, its first dual approval. 3 sources Vaccine Approval, Melanoma Results : Moderna, Inc. (MRNA) reported approval of its mFLUSIVA vaccine and positive Phase 3 results for a melanoma treatment candidate. Quartr Norovirus Trial Misses Interim Criteria : Moderna said its Phase 3 norovirus vaccine trial missed criteria for early success at interim analysis. It will not add a winter cohort and plans to discuss next steps with health authorities. 3 sources Propionic Acidemia Study Enrollment Complete : Moderna, Inc. (MRNA) said its registrational study of a treatment for propionic acidemia reached target enrollment. The company expects pivotal data from the study in 2026. 2 sources mRNA-2808 Shows Patient Responses : Moderna will present Phase 1/2 mRNA-2808 data at ASH on December 12. In relapsed or refractory multiple myeloma, four of 11 evaluable patients responded; no dose-limiting toxicities were reported. 2 sources WHO Advisers Recommend Ebola Study : Moderna said WHO advisers recommended its investigational Bundibugyo Ebola vaccine for a Phase 2/3 efficacy study in the Democratic Republic of the Congo, pending regulatory approval. 2 sources CEPI Funds mRNA-1469 Development : CEPI committed up to $58.5 million to support Moderna’s mRNA-1469 development and clinical-trial doses. Moderna will supply the vaccine candidate for evaluation in the Tumaini study. ACCESS Newswire Moderna Discusses German Manufacturing : Moderna CEO Stéphane Bancel warned Europe risks losing mRNA vaccine capacity. The company said it is discussing a potential manufacturing project with German officials, but gave no details. AFP

Weekly Recap: Outlook cut and Axon Guardian launch, AI ARR tops $100M. Axon Enterprise Inc (NASDAQ:AXON) reported Q3 revenue rose 28% to $908.6 million but missed estimates, while adjusted EPS was $1.72 versus $1.88 expected. The company cut its 2026 outlook. Previous Week Recap Q3 Miss, Outlook Cut : Axon’s Q3 revenue rose 28% to $908.6 million but missed estimates; adjusted EPS was $1.72 versus $1.88 expected. Axon cut its 2026 outlook, and shares fell about 14% after hours. 3 sources Guardian Launch, AI Revenue Tops $100 Million : Axon made its conflict-detection software Axon Guardian generally available under its AI Era Plan. The company said annual recurring revenue from AI solutions exceeded $100 million. TradingView Selected For NATO Counter-Drone Contract : Axon Enterprise Inc (AXON) was selected as one of five companies for a NATO framework contract covering counter-drone systems. Reuters Bullish Analysts Cut Price Targets : Three analysts maintained bullish ratings on Axon Enterprise (AXON) but cut price targets: JPMorgan to $610 from $755, RBC to $615 from $735, and Piper Sandler to $540 from $561. TradingView Body 5 Launch, Margin Pressure : Axon Enterprise launched Body 5, a body camera with 25 times the processing power of its predecessor. Axon said higher memory costs may cut margins by about 50 basis points in 2026. Benzinga

Weekly Recap: Lumentum acquisition and Q3 revenue outlook maintained. Marvell Technology, Inc. (NASDAQ:MRVL) agreed to acquire Lumentum in an all-stock deal valued at about $115 billion, including debt. It said preliminary, unaudited fiscal Q3 2027 revenue met prior guidance and maintained its $3.15 billion midpoint, narrowing the forecast range to ±2% from ±5%. Previous Week Recap Lumentum Deal Triggers Selloff : Marvell agreed to acquire Lumentum in an all-stock deal valued at about $115 billion, including debt. Shares fell 12.72%; analysts downgraded MRVL and cut price targets. 3 sources Q3 Revenue Meets Guidance : Marvell Technology (MRVL) said preliminary, unaudited fiscal Q3 2027 revenue met prior guidance. It kept its $3.15 billion midpoint and narrowed the forecast range to ±2% from ±5%. 3 sources Nvidia Invests $2 Billion : - Nvidia invested $2 billion in Marvell Technology, Inc. (MRVL) during 2026. Reuters Wells Fargo Cuts Price Target : Wells Fargo maintained its Overweight rating on Marvell Technology, Inc. (MRVL) and lowered its price target to $285 from $365. TradingView Maintains Supply-Chain Partnerships : Marvell (MRVL) plans to maintain ties with foundries and advanced-packaging firms, investing billions with supply-chain partners. It will continue supporting merchant components and modules. MarketBeat Byron Donalds Reports Share Purchase : On April 2, 2026, U.S. Representative Byron Donalds reported purchasing Marvell Technology, Inc. (MRVL) shares valued between $1,000 and $15,000. Benzinga

Weekly Recap: Q3 revenue beats estimates and 800-volt programs win orders. Navitas Semiconductor Corporation (NASDAQ:NVTS) reported third-quarter revenue up 38% year over year to $13.99 million, beating estimates, and forecast fourth-quarter revenue of $15.5 million to $16.5 million. It held $531.5 million in cash with no debt. Previous Week Recap Q3 Revenue Beats Estimates : Navitas (NVTS) reported Q3 revenue up 38% year over year to $13.99 million, beating estimates. It forecast Q4 revenue of $15.5 million to $16.5 million and held $531.5 million in cash with no debt. 3 sources 800-Volt Programs And Orders : Navitas Semiconductor (NVTS) is developing more than a dozen native 800-volt programs and won a large system-testing order from an existing customer, plus an order for 1 million GaN devices. MarketBeat Needham Cuts Price Target : Needham maintained its Buy rating on Navitas Semiconductor Corporation (NVTS) and lowered its price target to $15 from $21. TradingView Shares Fall On Data Center Concerns : Navitas Semiconductor (NVTS) shares rose after its quarterly report, then fell over 2% overnight as concerns about data center limits weighed on AI infrastructure stocks. Stocktwits

Weekly Recap: $197 billion backlog and turbine orders exceed capacity. GE Vernova Inc. (NYSE:GEV) reported $29.3 billion in orders, $12.642 billion in revenue and a $197 billion backlog on Oct. 28. Management expects the backlog to top $200 billion in the fourth quarter. Previous Week Recap Backlog Expected To Top $200 Billion : GE Vernova reported $29.3 billion in orders, $12.642 billion in revenue and a $197 billion backlog on Oct. 28. Management expects the backlog to top $200 billion in the fourth quarter. GuruFocus AI Demand Strains Turbine Capacity : GE Vernova (GEV) faces gas turbine orders above production capacity as AI data center demand grows. U.S. delivery times average six years, with discussions extending to 2030–2031. Reuters Powergrid Awards 6-GW HVDC Contract : GE Vernova (GEV) won a contract from India’s Powergrid to supply a 6-GW, ±800-kV HVDC corridor linking Barmer II and South Kalamb. Converter valves will be made at its Pallavaram factory. Reuters Buy Ratings Retained, Targets Cut : GE Vernova (GEV) kept Buy ratings at Argus and Guggenheim. Argus cut its price target to $1,100 from $1,300; Guggenheim lowered its target to $1,400 from $1,450. TradingView

Weekly Recap: Q1 earnings beat and customer concentration disclosed. Super Micro Computer, Inc. (NASDAQ:SMCI) reported first-quarter fiscal 2027 revenue of $19.95 billion and adjusted earnings per share of $1.81, beating estimates, and raised its fiscal 2027 revenue outlook to $72 billion–$82 billion. Previous Week Recap Q1 Beat, Outlook Raised : SMCI reported Q1 FY2027 revenue of $19.95 billion and adjusted EPS of $1.81, beating estimates. It raised its FY2027 revenue outlook to $72 billion–$82 billion; shares rose after hours, then fell. 3 sources Customer Revenue Concentration Rises : Super Micro Computer said one unnamed data-center customer generated 44% of first-quarter revenue, versus 28% in the prior fiscal year. Two customers made up 49% and 17% of accounts receivable. 2 sources Mark Long Named CFO : Super Micro Computer named former Western Digital executive Mark Long CFO, replacing David Weigand after a nearly two-year search. Weigand will support scaling; Shesha Krishnapura joined the board. 2 sources BofA Cites Margin Pressures : BofA maintained an Underperform rating and $38 target on SMCI, citing AI server pricing pressure, higher component costs, shifting product mix and lower margins on large orders ahead of earnings. Invezz KV Caching Speeds Responses : Super Micro Computer and NVIDIA tested persistent KV caching with a 120-billion-parameter model, achieving up to 56 times faster first-token response for long prompts than systems without caching. PR Newswire Options Price Sharp Move : SMCI options expiring November 6 priced in a sharp post-earnings move, with implied volatility far above historical levels. Calls outpaced puts in both trading volume and open interest. Invezz Remaining Performance Obligations Reported : Super Micro Computer (SMCI) reported $5.67 billion in remaining performance obligations as of Sept. 30, 2026; about 76% is expected to be recognized within 12 months. TradingView Analysts Issue Mixed Targets : Raymond James raised SMCI’s price target to $65 from $48, keeping an Outperform rating. Bank of America lifted its target to $39 but kept Underperform; Mizuho cut its target to $36 and kept Neutral. Stocktwits SMCI, SambaNova Develop AI Systems : SMCI and SambaNova will develop AI inference systems combining SN50 chips and Nvidia GPUs, with plans for 10,000 chips. SMCI will integrate, test, deliver and support systems for cloud providers. Benzinga Customer Demand Drives Expansion : SMCI CFO Mark Long said demand from its largest customers is driving revenue growth. The company expanded global production capacity to support AI infrastructure deployments. MarketWatch

Weekly Recap: Target cut and Shay Boloor names Vertiv an AI favorite. Vertiv Holdings Co. Class A (NYSE:VRT) had its Sell rating maintained by GLJ Research, which lowered its price target from $188 to $187. Strategist Shay Boloor named Vertiv among five favored AI stocks, citing demand for power distribution and cooling for each megawatt of data center computing capacity. Previous Week Recap Sell Rating, Price Target Cut : GLJ Research maintained its Sell rating on Vertiv Holdings Co. Class A (VRT) and lowered its price target by $1, from $188 to $187. TradingView Named Among Favored AI Stocks : Strategist Shay Boloor named Vertiv (VRT) among five favored AI stocks, citing demand for power distribution and cooling for each megawatt of data center computing capacity. Benzinga

Weekly Recap: Record Q1 Results and Analyst Price-Target Changes. Fabrinet (NYSE:FN) reported record Q1 revenue of $1.47 billion, up 51%, and adjusted EPS of $4.34, beating estimates, and forecast Q2 revenue of $1.60 billion to $1.65 billion and EPS of $4.77 to $4.92. Its board approved $103 million in additional share repurchases, bringing total authorization to $637.3 million. Previous Week Recap Record Revenue, Strong Guidance : Fabrinet (FN) posted record Q1 revenue of $1.47 billion, up 51%, and adjusted EPS of $4.34, beating estimates. It forecast Q2 revenue of $1.60–$1.65 billion and EPS of $4.77–$4.92. 3 sources Analysts Revise Price Targets : Fabrinet (FN) price targets shifted: Barclays cut to $496 from $739; J.P. Morgan raised to $470 from $465; B. Riley cut to $364 from $385; Rosenblatt cut to $600 from $750; Needham held at $500. TradingView Buyback Authorization Increased : Fabrinet’s board approved $103 million in additional share repurchases, lifting its total buyback authorization to $637.3 million. The company said $200 million remained available under the program. 3 sources

Weekly Recap: APA Raises Oil Outlook and Returns $537M to Shareholders. APA Corporation (NASDAQ:APA) reported third-quarter U.S. oil output of 128,000 barrels per day, up 5% year over year and above guidance, and raised its full-year outlook to 124,000 barrels per day. It returned $537 million to shareholders and said Suriname’s GranMorgu project remains on budget for first oil in mid-2028. Previous Week Recap U.S. Oil Output Beats Guidance : APA reported Q3 2026 U.S. oil output of 128,000 barrels per day, above guidance and up 5% year over year. It raised its full-year outlook to 124,000 barrels per day. 2 sources Shareholder Returns And Debt Repayment : APA returned $537 million to shareholders in Q3, buying back $450 million in shares and paying $87 million in dividends. It repaid $451 million in debt; buybacks reached $762 million through October. 2 sources Debt Target Nears, Longer-Term Goal Set : APA retired about $450 million in debt in Q3, ending with $3.2 billion in net debt. It expects to soon meet its $3 billion target and aims for $2 billion by decade-end at mid-cycle prices. MarketBeat GranMorgu On Budget For 2028 : APA says Suriname’s GranMorgu project remains on budget, targeting first oil in mid-2028. It funds 10% of development costs under a carry deal while holding a 40% stake; partners plan two 2027 wells. MarketBeat Output Stronger, Costs Lower : APA reported stronger U.S. output and lower costs. GranMorgu remains on track for first oil in mid-2028, while preliminary 2027 U.S. and Egypt production is expected to hold near 2026 levels. 2 sources 2027 U.S. And Egypt Output Steady : APA forecast fourth-quarter output of 432,000 barrels of oil equivalent per day and full-year output of 434,000. 2027 production in Egypt and the U.S. is expected to stay near prior-year levels. Reuters Realized Crude Price Jumps 36% : APA Corporation (APA) reported an average realized crude oil price of $92.02 per barrel, up 36% year over year from $67.43 per barrel. TradingView Savings Target Reaches $680 Million : APA expects $500 million in annualized operating and overhead savings by end-2026, alongside more than $180 million in interest savings, totaling about $680 million versus its 2024 cost structure. MarketBeat Analysts Raise APA Price Targets : Three firms raised APA price targets: Barclays to $44 from $40 and Stephens to $51 from $49, both retaining Equal-Weight ratings; Evercore lifted its target to $53 from $40, keeping In-Line. TradingView Hold Consensus, 14% Implied Upside : APA’s average 12-month price target rose to $50.78 from $50.33, implying about 14% upside from its Nov. 4 close. Analysts maintained a Hold consensus: 11 Buy, 18 Hold and 4 Sell. TradingView

Weekly Recap: Fab spending outlook and revenue forecast with shipment delays. Lam Research Corporation (NASDAQ:LRCX) forecast December-quarter revenue of $8.2 billion to $9.0 billion and adjusted EPS of $2.18 to $2.48. It authorized $25 billion in share buybacks and expects wafer-fab spending above $200 billion, up about 30% from this year. Previous Week Recap 2027 Fab Readiness, Spending Surge : Lam Research expects 10 major fabs to be ready for equipment in 2027 as clean-room limits ease. It forecasts wafer-fab spending above $200 billion, up about 30% from this year. MarketBeat Revenue Forecast, Shipment Delays : Lam Research forecast December-quarter revenue of $8.2 billion to $9.0 billion and adjusted EPS of $2.18 to $2.48. Component shortages pushed shipments into March; China revenue share is set to fall. Benzinga $25 Billion Buyback, Dividend : Lam Research (LRCX) authorized $25 billion in share buybacks, alongside funds left under its prior plan. It also declared a $0.33 quarterly dividend, payable Jan. 6, 2027. 3 sources Technology Shifts Drive Demand : Lam Research CEO Tim Archer sees equipment demand supported by advanced transistor, EUV, backside power and packaging transitions. He said supply-chain constraints are limiting industry growth. MarketBeat

Weekly Recap: Pune connectivity facility and Chennai cover-glass trials. Corning Inc (NYSE:GLW) opened an optical connectivity facility in Pune targeting data centre and telecom demand, with an adjacent expansion planned and production expected to start in 2027. Its joint venture with Optiemus Infracom has also begun trial production of consumer-electronics cover glass near Chennai. Previous Week Recap Pune Optical Connectivity Facility Opens : Corning (GLW) opened an optical connectivity facility in Pune, targeting data centre and telecom demand. An adjacent expansion is planned, with production expected to start in 2027. Businessworld Cover Glass Trial Production Begins : Corning’s joint venture with Optiemus Infracom has begun trial production of consumer-electronics cover glass near Chennai. The facility is undergoing customer qualification and validation. Businessworld Lower Target, Buy Consensus Holds : Corning’s average 12-month price target fell to $178.73 from $180.69, based on 15 analysts’ forecasts of $132–$220. The consensus stayed Buy: 17 Buy, five Hold, no Sell. TradingView

Weekly Recap: South Korean plant expansion and $500 million SEC offering. Enovix Corporation (NASDAQ:ENVX) will invest $19 million to double output at its South Korean plant, where a drone maker ordered 100,000 batteries for delivery in early 2027. The company also filed to offer up to $500 million in securities and said Malaysia Fab2 is focused on an AI-1 battery order for its lead smart-eyewear customer. Previous Week Recap South Korea Expansion, Drone Order : Enovix (ENVX) will invest $19 million to double output at its South Korean plant. A drone maker ordered 100,000 batteries for delivery in early 2027; Q4 defense and drone orders exceeded Q3 revenue. 2 sources SEC Files $500 Million Offering : Enovix Corporation (ENVX) filed a registration statement with the SEC to offer up to $500 million in securities. Reuters Malaysia Fab2 Prioritizes AI-1 Order : Enovix (ENVX) said its Malaysia Fab2 is focused on an AI-1 silicon-anode battery order for its lead smart-eyewear customer, while developing and sampling products for other consumer and edge-AI uses. 2 sources Arthi Chakravarthy Departs October 30 : • Enovix Corporation (ENVX) Chief Legal Officer and Corporate Secretary Arthi Chakravarthy departed the company effective October 30, 2026. TradingView

Weekly Recap: Q3 revenue growth and J85 selected for JDAM Long Range. Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) reported Q3 revenue up 35.7% to $471.8 million and adjusted EPS of $0.24, with bookings of $1.04 billion and record backlog of $2.65 billion. It forecast Q4 revenue of $480 million to $510 million. Previous Week Recap Revenue Growth, Record Backlog : Kratos (KTOS) reported Q3 revenue up 35.7% to $471.8 million and adjusted EPS of $0.24. Bookings hit $1.04 billion; record backlog reached $2.65 billion. Q4 revenue forecast: $480–$510 million. 3 sources JDAM Long Range J85 Selection : Kratos’ J85 turbojet was selected for the JDAM Long Range. The company is preparing to produce 3,000 engines in 2027, but expects to deliver about half that year, citing potential supply constraints. MarketBeat Analysts Cut Price Targets : BTIG kept its Buy rating on Kratos Defense & Security Solutions (KTOS) but cut its price target to $65 from $104. KeyBanc maintained Overweight and lowered its target to $75 from $130. TradingView Unmanned Systems Drive 2027 Growth : Kratos (KTOS) expects Unmanned Systems to be a top organic growth driver in 2027, led by Valkyrie, Firejet and turbojet engines. It plans to triple Firejet capacity in Oklahoma City by year-end 2027. MarketBeat Mixed Segment Margin Trends : Kratos Defense & Security Solutions (KTOS) reported gross margin of 22.5%, up from 22.2%. Government Solutions’ margin fell to 22.9% from 23.9%, while Unmanned Systems’ rose to 20% from 17%. TradingView ARK ETFs Buy More Shares : ARK Investment Management bought more Kratos Defense & Security Solutions (KTOS) shares Friday through its ARKK, ARKQ and ARKX ETFs. Stocktwits

Weekly Recap: Q1 sales beat estimates and Infineon deal adds 200mm wafers. Wolfspeed Inc (NYSE:WOLF) reported Q1 FY2027 revenue fell 21.2% year over year to $155 million, beating estimates, and an adjusted loss of $2.03 per share. It forecast Q2 revenue of $155 million to $175 million. Previous Week Recap Revenue Falls, Beats Estimates : Wolfspeed Q1 FY2027 revenue fell 21.2% year over year to $155 million, beating estimates. Adjusted loss was $2.03 per share. The company forecast Q2 revenue of $155 million to $175 million. 3 sources Expanded Infineon Wafer Agreement : - Wolfspeed Inc (WOLF) expanded and extended its silicon carbide wafer supply agreement with Infineon Technologies to include 200mm wafers, alongside the existing 150mm wafer agreement. 2 sources Launched Transparent SiC Technology : Wolfspeed launched transparent silicon carbide technology, TSiC, for potential use in augmented reality, quantum computing, advanced optics and optical systems. 3 sources TD Cowen Lowers Price Target : • TD Cowen maintained its Hold rating on Wolfspeed Inc (WOLF) and lowered its price target to $23 from $25. TradingView Megmeet Strategic Partner Award : Wolfspeed Inc (WOLF) received Megmeet’s Strategic Partner Award and identified Megmeet as an emerging customer in the AI data center market. 2 sources

Weekly Recap: Record Q3 sales and amended Mobility-Dana spin-off plan. Eaton Corp. Plc (NYSE:ETN) reported third-quarter 2026 sales of $8.95 billion, up 28%, and record adjusted earnings per share of $3.68, while raising its full-year earnings guidance. It also amended its plan to spin off Mobility and merge it with Dana, a deal expected to close in early 2027 and deliver about $1.1 billion in cash. Previous Week Recap Record Q3 Sales And EPS : Eaton (ETN) posted Q3 2026 sales of $8.95 billion, up 28%, and record adjusted EPS of $3.68. It raised FY2026 EPS guidance to $13.70–$13.80 and forecast Q4 EPS of $4.05–$4.15. 3 sources Mobility Spin-Off Deal Amended : Eaton (ETN) amended its plan to spin off Mobility and merge it with Dana via a Reverse Morris Trust. The deal is expected to close in early 2027 and deliver about $1.1 billion in cash. 3 sources Analysts Adjust Price Targets : RBC Capital kept an Outperform rating on Eaton (ETN) and raised its price target to $539 from $526. Wells Fargo kept Overweight but cut its target to $485 from $503. 2 sources Acquisitions And COL Group Deal : Eaton Corp. Plc (ETN) acquired Ultra PCS and Boyd Thermal in 2026 and agreed to acquire Italy-based COL Group, with the COL Group transaction expected to close in the first quarter of 2027. TradingView Margins Pressured, Debt Increased : Eaton Corp. Plc (ETN)’s gross margin was reduced by inflation and amortization, while major acquisitions increased its debt and acquisition costs. Quartr

Weekly Recap: Guidance lifted and California fuel-cell, carbon-capture MOU. Bloom Energy Corporation Class A (NYSE:BE) lifted its 2026 guidance for the third time after strong quarterly results. It signed a non-binding MOU to assess at least 1 GW of fuel-cell power and carbon capture in California, with no orders, construction commitments or financial terms confirmed. Previous Week Recap Raises 2026 Guidance Again : Bloom Energy (BE) lifted its 2026 guidance for the third time after strong quarterly results, citing rising demand for its power systems and expanding projects. Benzinga California 1 GW Fuel-Cell MOU : Bloom Energy (BE) signed a non-binding MOU to assess at least 1 GW of fuel-cell power and carbon capture in California. No orders, construction commitments or financial terms were confirmed. 3 sources Nancy Pelosi Discloses BE Investments : - Nancy Pelosi disclosed buying shares and options in Bloom Energy Corporation Class A (BE) in 2026; the disclosure provided no transaction date, size, or further details. Benzinga

Weekly Recap: Q3 results, Q4 outlook and Synaptics acquisition proposal. ON Semiconductor Corporation (NASDAQ:ON) reported third-quarter revenue of $1.72 billion, up 11.1%, and adjusted earnings per share of $0.90, and forecast fourth-quarter revenue of $1.72 billion to $1.82 billion and earnings per share of $0.95 to $1.07. Previous Week Recap Q3 Results And Q4 Guidance : ON Semiconductor reported Q3 revenue of $1.72 billion, up 11.1%, and adjusted EPS of $0.90. It forecast Q4 revenue of $1.72–$1.82 billion and EPS of $0.95–$1.07. 3 sources Proposed Synaptics Acquisition : • ON Semiconductor Corporation (ON) proposed acquiring Synaptics, a transaction that would involve financing and execution considerations. Quartr AI Demand, Auto Supply Constraints : ON Semiconductor Corporation (ON) said demand from AI data centers and industrial markets strengthened its outlook, while supply allocation temporarily constrained automotive shipments. Quartr Analysts Cut Price Targets : Analysts cut ON Semiconductor price targets: Citi and Rosenblatt to $80, Evercore and Wells Fargo to $90, and B. Riley to $97. Cantor held its $90 target; ratings were unchanged. TradingView Q3 2026 Earnings Call Begins : ON Semiconductor Corporation (ON) began its Q3 2026 earnings call. TradingView

Weekly Recap: 2028 equipment supply deals and Morgan Stanley lowers target. Applied Materials, Inc. (NASDAQ:AMAT) is nearing supply deals for semiconductor equipment deliveries in 2028, with talks also covering possible 2029 orders. Morgan Stanley maintained its Equal-Weight rating and lowered its price target to $538 from $563. Previous Week Recap 2028 Equipment Supply Deals : Applied Materials is nearing supply deals for semiconductor equipment deliveries in 2028, with talks also covering possible 2029 orders. Binance News Morgan Stanley Cuts Price Target : - Morgan Stanley maintained its Equal-Weight rating on Applied Materials, Inc. (AMAT) and lowered its price target to $538 from $563. TradingView AI Spending Slowdown Risk : Applied Materials could face a slowdown in AI and data-center spending, a risk tied to potential congressional scrutiny of the AI sector. Oninvest Fiscal 2026 Results Date : - Applied Materials, Inc. (AMAT) said it will report fourth-quarter and full fiscal 2026 results on November 12, followed by a conference call at 4:30 p.m. ET. GuruFocus

Weekly Recap: Data-center financing risks and Texas AI data-center pause. CoreWeave, Inc. Class A (NASDAQ:CRWV) completed a $4.2 billion convertible-note offering with a 2.875% coupon, while yields on its unsecured bonds due in 2030 and 2032 topped 15%. The company also agreed to lease computing capacity at Galaxy Digital’s expanding Helios facility in West Texas. Previous Week Recap Delays And Financing Pressure : CoreWeave faces data-center delays, moratorium risks and financing pressure that could postpone revenue and weaken returns. Yields on its unsecured bonds due in 2030 and 2032 topped 15%. 3 sources Bond Yields Top 17% : • CoreWeave, Inc. Class A (CRWV) bond yields exceeded 17% in early November, as Texas governor-elect Gina Hinojosa called for a statewide pause on new AI data center construction. Binance News Completed $4.2 Billion Offering : CoreWeave (CRWV) completed a $4.2 billion convertible-note offering after buyers took an extra allocation. The notes carry a 2.875% coupon, or about $120.8 million in annual interest. GuruFocus Leases Galaxy Digital Computing : - CoreWeave, Inc. Class A (CRWV) signed an agreement to lease computing capacity at Galaxy Digital’s expanding Helios facility in West Texas. GuruFocus Pledges Grid And Cooling Measures : CoreWeave CEO Michael Intrator told Texas Gov.-elect Gina Hinojosa the company would fund grid connections and use closed-loop cooling for new capacity, limiting water use as it expands in the state. Stocktwits Citigroup Cuts Price Target : - Citigroup maintained its Buy rating on CoreWeave, Inc. Class A (CRWV) and lowered its price target to $128 from $159. TradingView ARK Reduces CoreWeave Position : Cathie Wood-led ARK Investment Management reduced its position in CoreWeave, Inc. Class A (CRWV) through the ARK Innovation ETF (ARKK) on Friday. Stocktwits Potential Regulatory Uncertainty : CoreWeave (CRWV) may face added regulatory uncertainty, investigations and slower investment decisions. No investigation or construction halt was reported; these remain possible developments. Invezz

Weekly Recap: Advanced-packaging growth and mixed analyst target changes. KLA Corporation (NASDAQ:KLAC) expects advanced-packaging process-control revenue to reach about $1.1 billion in 2026, nearly double market growth, while services revenue rose 14% year over year to $850 million. Analysts made mixed price-target changes, with JPMorgan raising its target and four firms cutting theirs. Previous Week Recap Advanced Packaging Revenue Growth : KLA expects advanced-packaging process-control revenue to reach about $1.1 billion in 2026, nearly double market growth. Services revenue rose 14% year over year to $850 million. Benzinga Mixed Analyst Price Targets : KLA Corporation (KLAC) saw mixed analyst target changes: JPMorgan raised its price target to $240 from $238, while Citigroup, Wells Fargo, Cantor Fitzgerald and Susquehanna cut theirs. Benzinga

Weekly Recap: Q2 revenue beats estimates and data-center royalties double. ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) reported fiscal second-quarter revenue of $1.443 billion, up 27% and above estimates, with adjusted earnings per share of $0.52. Its third-quarter revenue guidance was $1.49 billion to $1.59 billion, and shares fell about 12% Thursday. Previous Week Recap Revenue Beats, Shares Fall : Arm’s fiscal Q2 revenue rose 27% to $1.443 billion, beating estimates; adjusted EPS was $0.52. Q3 revenue guidance: $1.49–$1.59 billion. Shares fell about 12% Thursday. 3 sources Data-Center Royalties Surge : ARM said data-center royalties doubled year over year and expects triple-digit growth over the next few years, driven by hyperscaler adoption and rising Arm CPU content. 2 sources Arm Cloud Deployments Expand : ARM said its architecture topped 50% of major cloud providers’ deployments in 2025 and could exceed 60% by late 2026. Google is using Arm-based Axion chips alongside its AI accelerators. Reuters AI CPU Revenue Potential : Arm said its new AI data center CPU could bring in up to $2 billion across fiscal 2027 and 2028. CEO Rene Haas said it secured production materials with TSMC and other suppliers. CNBC TV18 Analysts Cut Price Targets : Analysts kept bullish ratings on ARM but cut price targets: UBS to $270, J.P. Morgan to $245, TD Cowen to $250, RBC to $300, Barclays to $325, Wells Fargo to $255 and Piper Sandler to $270. TradingView Guidance Weakness Pressures Markets : • ARM Holdings PLC Sponsored ADR (ARM) reported weaker-than-expected guidance, contributing to a selloff in semiconductor and AI-related stocks and adding pressure to the broader market. Market Index Fiscal Q2 Results Announced : ARM reported fiscal Q2 2027 results for the quarter ended Sept. 30, 2026, in a shareholder letter. The announcement included no financial figures or year-over-year comparisons. TradingView Price Target Falls, Buy Consensus : ARM’s average 12-month price target fell to $277.85 from $293.13, implying about 45% upside from its Nov. 4, 2026 close. Analysts maintained a Buy consensus: 32 Buy, 15 Hold and one Sell. TradingView Quarterly Operating Income Reported : ARM Holdings PLC Sponsored ADR (ARM) reported quarterly GAAP operating income of $201 million and non-GAAP operating income of $638 million. GuruFocus

Weekly Recap: Uranium facility build and PCG deal, medical sale. BWX Technologies, Inc. (NYSE:BWXT) began building a uranium facility in Tennessee under a $1.6 billion contract, with annual production capacity of 300 metric tons and revenue expected from the fourth quarter through 2027. The company also reported an $8.56 billion backlog and expects earnings and cash flow to grow again in 2027. Previous Week Recap Tennessee Uranium Facility Construction : BWX Technologies began building a uranium facility in Tennessee under a $1.6 billion contract. The site will produce 300 metric tons yearly, with revenue expected from Q4 through 2027. MarketBeat PCG Acquisition, Medical Business Sale : BWX Technologies, Inc. (BWXT) acquired PCG to expand its U.S. heavy-manufacturing capacity and agreed to sell its medical business for up to $800 million, subject to approvals. TradingView Advanced Reactor Project Selections : BWX Technologies (BWXT) said its advanced reactor technology was selected for the U.S. Army’s Janus Program at Fort Campbell and Prodigy Clean Energy’s transportable nuclear plant project in Canada. TradingView $8.56 Billion Backlog : BWX Technologies (BWXT) reported an $8.56 billion backlog, with about 46% expected to be recognized by the end of 2027. Awards and funding depend on customer and government decisions. TradingView 2027 Earnings and Cash Flow Growth : BWX Technologies expects earnings and cash flow to grow again in 2027, citing steady nuclear demand and more expected bid pipeline conversions into firm awards, CEO Rex Geveden said. BusinessWire Credit Facility Maturity Extended : BWX Technologies amended its $1.25 billion revolving credit facility, extending maturity by one year to Nov. 10, 2031. Pricing now follows the lower of leverage- or rating-based grids. TradingView Quarterly Dividend Declared : BWX Technologies declared a $0.27-per-share quarterly dividend, payable Dec. 10 to shareholders of record Nov. 19. It also paid $0.27 per share in the third quarter. BusinessWire

Weekly Recap: Q3 revenue and profit rise and merger review. Space Exploration Technologies Corp (NASDAQ:SPCX) reported third-quarter 2026 revenue of $14.6 billion, up 161% year over year, and net income of $4.4 billion versus a $1.1 billion loss. SpaceX and Tesla formed committees to assess a possible merger, but talks continue with no terms set. Previous Week Recap Revenue Surges, Starlink Grows : SPCX reported Q3 2026 revenue of $14.6 billion, up 161% year over year, and net income of $4.4 billion versus a $1.1 billion loss. Starlink subscribers rose 1.6 million to 13.6 million. 2 sources SpaceX-Tesla Merger Assessment : SpaceX and Tesla formed committees to assess a possible merger, Elon Musk said; talks continue, but no terms are set. Barclays estimates Musk could hold 37% of equity and 56% of votes. 3 sources Spectrum Deals Support Mobile Service : Space Exploration Technologies Corp (SPCX) agreed to buy 65 MHz of spectrum licenses from EchoStar and struck a separate deal for lower-frequency spectrum to support its planned mobile service. Benzinga Morgan Stanley Raises Forecasts : Morgan Stanley maintained its $300 price target for SPCX, raised 2028 revenue estimates to $289 billion and operating income to $119 billion, and now expects positive free cash flow in 2031. 3 sources Record-Breaking June IPO : - Space Exploration Technologies Corp (SPCX) entered public markets through a record-breaking initial public offering in June 2026. Mint Government Revenue Share Declines : Musk expects U.S. government business to make up under 10% of SpaceX revenue this quarter and under 5% in a year. He said SpaceX could cancel unwanted government contracts. 3 sources Musk Projects Revenue Growth : Elon Musk said SpaceX (SPCX) could exceed $100 billion in annualized revenue by December 2026 and reach $500 billion by December 2027, calling the latter his best guess, not a promise. Stocktwits Terafab Chip Production Plans : SpaceX and Tesla are building a chip fab at Gigafactory Texas for their Terafab project. It will consolidate chip production and aim to cut design iteration cycles from a year to a month. Benzinga Arizona Campus Opposition Hits Shares : Space Exploration Technologies Corp (SPCX) shares fell 6% Thursday after local opposition emerged to its proposed Arizona AI campus, which could span 700 acres and require six gigawatts of power. GuruFocus Pentagon Awards Over $6 Billion : - Space Exploration Technologies Corp (SPCX) received more than $6 billion from the Pentagon to support the country’s missile defense program. Reuters

Weekly Recap: Cybertruck-to-Cybercab shift and capex cuts, positive cash flow. Tesla, Inc. (NASDAQ:TSLA) shipped 486,532 vehicles globally in the third quarter of 2026, down 2% year over year. It said passenger-vehicle and total order backlogs at quarter-end were the largest in four years. Previous Week Recap Cybertruck Shifts Toward Cybercab Production : Tesla plans another Cybertruck shift to clear orders, then wind down Texas production around mid-2027 for Cybercab output. U.S. Cybertruck sales fell 48% to 20,237 in 2025; prices start at $82,490. 3 sources Lower Spending, Positive Cash Flow : Tesla (TSLA) cut its annual capital spending forecast by about 20% and posted positive third-quarter free cash flow. AI and robotics spending fell short of analyst expectations. Reuters Fort Worth Unsupervised Robotaxi Launch : Tesla (TSLA) launched unsupervised Robotaxi rides in Fort Worth, its seventh U.S. market and fourth in Texas. The company did not disclose fleet size, vehicle models or pricing. 2 sources Korea Probes Full Self-Driving Ads : South Korea’s competition watchdog is probing Tesla’s Full Self-Driving ads. A consumer group plans a complaint, saying 99% of new Teslas sold last year could not legally use the software. Reuters China Sales Rise, Monthly Fall : Tesla sold 67,829 China-made Model 3 and Model Y vehicles in October, including exports. Sales rose 10.3% year over year but fell 28.9% from September. 3 sources Tesla, Inc. And SpaceX Explore Merger : Tesla and SpaceX formed independent committees to discuss closer ties, including a possible merger. Musk said talks continue, but he is not involved and no deal is certain. 2 sources Q3 Global Deliveries Fall 2% : Tesla, Inc. (TSLA) shipped 486,532 vehicles globally in the third quarter of 2026, down 2% year over year. GuruFocus Texas Terafab Could Cost $119B : Tesla and SpaceX plan Terafab, a Texas chip complex with a data center and semiconductor factory. The proposed Grimes County project could cost up to $119 billion. 2 sources Merger Could Trigger Selling, Volatility : Gary Black warned a potential all-stock Tesla-SpaceX merger could spark TSLA selling and volatility. The firms are reportedly weighing a deal but have yet to agree on terms. 2 sources Order Backlogs Reach Four-Year High : Tesla (TSLA) said its passenger-vehicle and total order backlogs at the end of Q3 were the largest in four years. 2 sources

Weekly Recap: STM32A enters auto markets and STM32H7P targets edge AI. STMICROELECTRONICS NV-NY - ADR (NYSE:STM) unveiled its STM32A microcontroller family for automotive and safety-critical markets, with STM32A4, A5 and A9 sampling now and wider availability planned for 2027. Its STM32G5 microcontrollers are now in production. Previous Week Recap STM32A Targets Automotive Safety : STMicroelectronics unveiled its STM32A microcontroller family, extending STM32 into auto and safety-critical markets. STM32A4, A5 and A9 are sampling now, with wider availability planned for 2027. 2 sources STM32H7P Adds Neural-ART Acceleration : STMicroelectronics introduced the STM32H7P microcontroller, featuring a Cortex-M7 processor and Neural-ART accelerator, targeting digital power, signal processing and edge AI applications. MarketBeat NVIDIA Holoscan Sensor Bridge : STM plans to add NVIDIA Holoscan Sensor Bridge software to its STM32Cube ecosystem in the coming months and develop simulation libraries for its sensors, MEMS, microcontrollers and actuators. MarketBeat STM32G5 Enters Production : STMicroelectronics said its STM32G5 microcontrollers are now in production. The company plans to expand the series with dual-core products in 2027. GlobeNewswire STM32Cube for Agentic AI : STMicroelectronics (STM) updated its AI software tools and launched STM32Cube for Agentic AI, giving coding assistants access to STM32 documentation, examples and development guidance. MarketBeat €16.34 Million Share Buyback : STM bought 388,226 shares on Euronext Paris from Oct. 26–30 at a weighted average €42.0797 each, spending €16.34 million. The buybacks will meet employee and management share-plan obligations. GlobeNewswire Treasury Shares Reach 1.9% : • After the repurchases, STMICROELECTRONICS NV-NY - ADR (STM) held 17,255,273 treasury shares, representing approximately 1.9% of its issued share capital. GlobeNewswire

Weekly Recap: Cloud surges, cash flow negative and Search growth slows. Alphabet Inc. Class C (NASDAQ:GOOGL) posted third-quarter revenue of $127.6 billion, up 25%, while earnings per share fell to $2.12 from $2.87. Cloud sales surged 103% to $30.7 billion. Previous Week Recap Cloud Surges, EPS Falls : Alphabet (GOOGL) posted Q3 revenue of $127.6 billion, up 25%, while EPS fell to $2.12 from $2.87. Cloud sales surged 103% to $30.7 billion; capex hit $51.4 billion and free cash flow stayed negative. 3 sources Search Ad Growth Misses Expectations : Alphabet’s third-quarter Search ad revenue rose 12% year over year to $63.35 billion, below expectations and down from 17% growth in Q2. Paid clicks grew 8%; Search queries hit a five-year high. 2 sources Stock Offerings Fund AI Expansion : Alphabet raised $49.6 billion through stock offerings in Q2 2026 and $12.4 billion from common shares in Q3, saying funds will expand AI infrastructure and computing capacity. MarketWatch Cloud Backlog, TPU Growth : Alphabet reported a $561 billion Google Cloud backlog and expects TPU sales to scale in Q4, with revenue ramping meaningfully in 2027. Anthropic’s commitment is included in the backlog. GuruFocus Data Center Emissions Rise : Alphabet Class C (GOOGL) reported rising emissions, partly tied to data center expansion. Google did not comment on the environmental impact of its data centers or AI. Reuters Credit Default Swaps Hit Records : Alphabet (GOOGL) five-year credit default swap costs recently hit record levels, reflecting rising borrowing costs and uncertainty over AI investment returns, though they remain below Oracle’s. Reuters Gemini Faces Suicide-Related Lawsuit : Alphabet faces a federal lawsuit alleging its Gemini chatbot discussed suicide methods with a 13-year-old using a school Chromebook. Google said it is reviewing the claims and takes them seriously. 2 sources Cash Outflows Spur Tech Selloff : Alphabet reported sharp cash outflows, a development cited as contributing to a selloff in technology stocks. Reuters Google Cloud Gains Market Share : Google Cloud captured 16% of the global cloud market in the September quarter, up from 11% in 2023. It ranked third behind AWS at 26% and Azure at 19%, but grew fastest. Mint Australia Proposes Digital Duty : Alphabet (GOOGL) warned Australia’s proposed Digital Duty of Care law could force age checks and restrict under-18s’ access to Gmail and private storage. The bill now awaits Senate approval. Reuters

Weekly Recap: Q3 results and debt extension, convertible bond pricing. Sigma Lithium Corporation (NASDAQ:SGML) reported third-quarter 2026 revenue of $23 million, production of 7,293 tonnes and a 32% gross margin, while cutting full-year cost guidance 6% to $668. It also extended $97 million in debt to June 2027 and priced $125 million in 2031 convertible bonds at 7% interest. Previous Week Recap Q3 Production, Margins, Cost Cuts : Sigma Lithium (SGML) reported Q3 2026 revenue of $23 million, 7,293 tonnes produced and a 32% gross margin. Cash costs fell to $518 per tonne; FY26 cost guidance was cut 6% to $668. 3 sources Debt Extended, Convertible Bonds Priced : Sigma Lithium extended US$97 million in debt to June 2027. It priced US$125 million of 2031 convertible bonds at 7% interest, with proceeds mainly for Synergy Capital debt repayment. 3 sources Licenses Retained After State Agreement : Sigma Lithium (SGML) said it retained its operating licenses after state and federal challenges and reached a no-fault agreement with the state, expecting $1 million in costs over the next year. MarketBeat

Weekly Recap: Helios production ramp and Anthropic chip deal. Advanced Micro Devices, Inc. (NASDAQ:AMD) said its Helios AI system is in production, with output set to ramp in Q4, and forecast revenue growth of about 80% next year. It also agreed to sell chips to Anthropic under an arrangement that includes an AMD investment. Previous Week Recap Helios Production And Q4 Ramp : AMD says its Helios AI system is in production, with output set to ramp in Q4. MI455X accelerator shipments are underway, while Meta tests initial systems and major cloud firms run workloads. 3 sources Anthropic Chip Deal Includes Investment : Advanced Micro Devices, Inc. (AMD) agreed to sell chips to Anthropic under a chip-purchase arrangement that includes a commitment by AMD to invest in the AI company. Reuters Strong Data Center Growth Outlook : AMD cited strong data center demand and expects revenue to grow about 80% next year, with EPYC sales set to double. It is preparing capacity with customers for Venice, MI455 and Helios launches. Benzinga Analysts Revise AMD Price Targets : After AMD’s quarterly results, Stifel raised its price target to $725 and JPMorgan to $575. Mizuho, BofA, Wells Fargo and UBS cut targets; Morgan Stanley lifted its target to $550. 3 sources Taiwan Packaging Investment Exceeds $10B : AMD will invest over $10 billion in Taiwan’s chip sector, partnering with ASE, SPIL and Powertech on advanced packaging. CEO Lisa Su cited rising capacity needs and called TSMC a key partner. Reuters Fourth-Quarter Margin Forecast At 55% : Advanced Micro Devices, Inc. (AMD) projected fourth-quarter gross margin of about 55%, down from 56% in the third quarter. 3 sources RBC Raises 2027 EPS Estimate : RBC Capital Markets raised AMD’s 2027 earnings-per-share estimate to $18.30 from $16.71, citing AI buyers’ growing preference to purchase its products outright based on total cost of ownership. Benzinga Revenue Forecast Tops Estimates : AMD forecast revenue above analyst estimates. Wedbush analyst Matt Bryson said the company’s earnings met expectations. Binance News Susquehanna Sees $74B Data-Center Revenue : Susquehanna projects AMD data-center revenue of $74 billion in 2027: $33 billion from server CPUs and $41 billion from GPUs. Traders will watch earnings, guidance, margins and Helios shipments. GuruFocus AMD Secures Samsung Foundry Capacity : AMD reportedly secured most capacity at Samsung’s planned Texas foundry for high-bandwidth memory base dies. The 2-nanometer facility is slated for mass production in 2030. 2 sources

Weekly Recap: Jason Kary named CFO and fiscal Q4 2026 outlook maintained. Keysight Technologies Inc (NYSE:KEYS) named Jason Kary CFO, effective Dec. 18, 2026, succeeding Neil Dougherty, who will advise through fiscal 2027, and maintained its fiscal Q4 2026 outlook. Previous Week Recap Jason Kary Named CFO : Keysight (KEYS) named Jason Kary CFO, effective Dec. 18, 2026, succeeding Neil Dougherty, who will advise through fiscal 2027. The company maintained its fiscal Q4 2026 outlook. 3 sources Q4 2026 Outlook Maintained : Keysight (KEYS) maintained its fiscal Q4 2026 outlook for the quarter ended Oct. 31. The company was scheduled to report results Nov. 19. 2 sources AI And 1.6-Terabit Testing : Keysight Technologies (KEYS) will showcase AI data-center power and 1.6-terabit interconnect testing, plus new interconnect, agentic AI and analog signal generator solutions at electronica 2026. BusinessWire

Weekly Recap: Bond fundraising for AI and S&P negative credit outlook. Meta Platforms Inc Class A (NASDAQ:META) raised $15 billion in dollar bonds and €9 billion in its first euro sale, drawing €53 billion in orders to fund AI infrastructure. The company forecast 2026 capital spending of $135 billion to $145 billion, while S&P revised its credit outlook to negative. Previous Week Recap Dollar And Euro Bond Sale : Meta raised $15 billion in dollar bonds and €9 billion in its first euro sale, drawing €53 billion in orders. Proceeds will fund AI infrastructure; shares rose over 2%. 3 sources AI Funding, Negative Outlook : Meta plans bond issuance and a potential equity raise to fund AI infrastructure, with 2026 capital spending forecast at $135 billion to $145 billion. S&P revised its credit outlook to negative. 3 sources Revenue Growth And Ad Gains : Meta Platforms Inc Class A (META) reported third-quarter revenue of $64.60 billion, an increase of 26% year over year. Ad impressions rose 10%, and average ad prices increased 14%. GuruFocus $15 Billion Bond Offering : Meta Platforms priced $15 billion in bonds across five tranches due 2031–2056, with coupons of 5.85%–7.5%. Demand reached $58 billion; annual coupon payments are expected near $990 million. GuruFocus Stock And Preferred Offerings : Meta priced a $25 billion common-stock offering and raised $12.5 billion through preferred shares. It also outlined a $60 billion at-the-market share-sale plan to fund AI spending. 3 sources Shares Fall, AI Monetization Weighed : Meta shares fell below their $625 offering price Friday, erasing gains since September’s Muse launch. The company is weighing subscriptions, fees, ads and cloud services to monetize AI products. Benzinga Negative Free Cash Flow : Meta Platforms (META) posted negative free cash flow of $2.1 billion last quarter. Nine-month operating cash flow rose 21.7% year over year, while capital spending climbed 72%. Estrategias de Inversión Muse Wonder AI Model : Meta Platforms launched Muse Wonder, an AI model executives say rivals top models in coding and financial and legal tasks. S&P Global Ratings recently lowered its outlook, citing rising AI spending. Invezz Brazil Bars AI Content Use : A Brazilian judge barred Meta (META) from using content from outlets tied to three press groups to train AI, suspending terms set for Nov. 20. Violations may incur a 1 million-real daily fine. AFP Planned Nonvoting Share Class : Meta Platforms Inc Class A (META) plans to create a new class of nonvoting shares in January 2027 to help fund investment, acquisitions, and employee compensation. MarketWatch

Weekly Recap: Price targets cut and Q3 estimates hinge on bookings. Intuitive Machines, Inc. Class A (NASDAQ:LUNR) is scheduled to report fiscal third-quarter results on November 12, with B. Riley forecasting revenue of $252 million and EBITDA of $2.2 million. B. Riley and KeyBanc cut their price targets while maintaining Buy and Overweight ratings, respectively. Previous Week Recap Analysts Lower Price Targets : Two firms cut LUNR price targets: B. Riley lowered its target to $34 from $43, keeping Buy; KeyBanc cut to $30 from $38, keeping Overweight. Both cited sector valuation pressure. 2 sources Q3 Revenue And Bookings Outlook : B. Riley expects LUNR to post fiscal Q3 2026 revenue of $252 million and EBITDA of $2.2 million. Bookings are key; book-to-bill may top 1.2 if contracts close by Sept. 30. Stocktwits ARKX Adds LUNR Shares : - On Friday, ARK Investment Management added shares of Intuitive Machines, Inc. Class A (LUNR) to its ARK Space & Defense Innovation ETF (ARKX). Stocktwits Fiscal Q3 Results Set November 12 : Intuitive Machines, Inc. Class A (LUNR) is scheduled to report its fiscal third-quarter results on November 12. Stocktwits

Weekly Recap: Q2 growth, higher guidance and spin-off funds debt repayment. Modine Manufacturing Company (NYSE:MOD) reported fiscal second-quarter sales rose 35% to $994.4 million and adjusted EPS gained 27% to $1.35, and raised fiscal 2027 sales and EBITDA guidance. Data Center revenue nearly doubled. Previous Week Recap Sales Growth Raises Guidance : Modine’s fiscal Q2 sales rose 35% to $994.4 million, while adjusted EPS gained 27% to $1.35. Data Center revenue nearly doubled; Modine raised fiscal 2027 sales and EBITDA guidance. 3 sources Performance Technologies Spin-Off : Modine (MOD) completed the spin-off of Performance Technologies on Oct. 1, 2026, merging it with Gentherm. Modine received about $200 million and used the proceeds to repay debt. 3 sources Costs Pressure Segment Margins : Modine Manufacturing Company (MOD) said higher material, component, and tariff costs reduced gross margins across all segments. Reuters

Weekly Recap: $1.3 billion AST engine deal and analyst target cuts. Firefly Aerospace, Inc. (NASDAQ:FLY) signed a three-year deal worth over $1.3 billion to supply AST SpaceMobile with 36 engines for its first three Blacklift rockets, with payment including cash and locked-up AST shares. Previous Week Recap AST SpaceMobile Engine Supply Deal : Firefly Aerospace signed a three-year deal worth over $1.3 billion to supply AST SpaceMobile with 36 engines for its first three Blacklift rockets. Payment includes cash and locked-up AST shares. 3 sources Analysts Lower Price Targets : B. Riley kept its Buy rating on Firefly Aerospace (FLY), cutting its price target to $40 from $50. KeyBanc maintained Overweight and lowered its target to $35 from $50. TradingView NASA CLPS 2 Vendor Eligibility : Firefly Aerospace (FLY) joined NASA’s 10-year CLPS 2 vendor program, making it eligible to compete for task orders. No award or revenue was announced. TradingView

Weekly Recap: Q3 revenue gains and Gen-3 operational milestones. BlackSky Technology Inc Class A (NYSE:BKSY) reported third-quarter revenue of $42.8 million, up 118% year over year, and record adjusted EBITDA of $12.8 million, while raising 2026 revenue guidance to $140–$150 million. Its fifth Gen-3 satellite began revenue-generating operations within 24 hours of launch. Previous Week Recap Record EBITDA, Higher Guidance : BlackSky (BKSY) posted Q3 revenue of $42.8 million, up 118% year over year, and record adjusted EBITDA of $12.8 million. It raised 2026 revenue guidance to $140–$150 million. 3 sources Gen-3 Satellite Starts Operations : BlackSky’s fifth Gen-3 satellite began revenue-generating operations within 24 hours of its September launch. The company plans two more commercial satellite launches in 2026 and one in early 2027. 3 sources SkyFi Gen-3 Monitoring Pilot : BlackSky (BKSY) began a multi-month pilot with SkyFi, supplying Gen-3 imagery for automated monitoring via Robinhood Agents. The trial covers 24 sites and may lead to a longer-term subscription. 3 sources

Weekly Recap: Iridium bid faces FCC review and Neutron dome awaits checks. Rocket Lab Corporation (NASDAQ:RKLB) proposed buying Iridium, and Globalstar urged the FCC to review the deal over Rocket Lab’s satellite-platform work and potential access to sensitive information. Neutron’s first launch was pushed to 2027 after a rebuild following defects. Previous Week Recap Globalstar Seeks FCC Review : Rocket Lab (RKLB) proposed buying Iridium. Globalstar urged the FCC to review the deal, citing Rocket Lab’s work on its satellite platforms and potential access to sensitive information. Stocktwits Neutron Dome Faces Quality Checks : Rocket Lab completed and cured Neutron’s Stage 1 forward dome. It now faces quality and strength checks before tank assembly. A rebuild after defects pushed the rocket’s first launch to 2027. Stocktwits Q3 Results Forecast And Guidance : Rocket Lab (RKLB) was set to report Q3 results after Monday’s close. Analysts forecast a 7-cent-per-share loss and $255.71 million in revenue, within the company’s $250–$265 million guidance. Benzinga Merger Supporters Challenge Objections : Rocket Lab and Iridium urged the FCC to approve their merger, saying SpaceX and Ligado’s objections concern pre-existing issues and don’t show the deal would worsen them. Stocktwits Eight More iQPS Electron Launches : Rocket Lab (RKLB) added eight dedicated Electron launches to its iQPS deal, aiming to complete the satellite firm's radar constellation by 2030. GlobeNewswire 100th Electron Mission Scheduled : Rocket Lab’s 100th Electron mission, carrying a QPS-SAR satellite for Japan’s QPS, was scheduled to launch no earlier than Nov. 14. Stocktwits ARKX Adds Rocket Lab Position : - ARK Investment Management added to its Rocket Lab Corporation (RKLB) position on Friday through the ARK Space & Defense Innovation ETF (ARKX). Stocktwits Rocket Lab Joins Space Stock Basket : Rocket Lab joined Social Capital’s equal-weight basket of 10 space stocks. The basket gained 1,123% through May 28, 2026, then fell about two-thirds by Oct. 16, remaining 300% above its start. Stocktwits

Weekly Recap: Dividend approved and Elliott's $1.46 billion HPE stake. Hewlett Packard Enterprise Co. (NYSE:HPE) approved a $0.953125-per-share cash dividend on its 7.625% Series C mandatory convertible preferred stock, payable Dec. 1, 2026, to holders of record Nov. 15. Elliott Investment Management reported a $1.46 billion position in HPE in an August 14 13F filing. Previous Week Recap Preferred Stock Dividend Approved : HPE approved a $0.953125-per-share cash dividend on its 7.625% Series C mandatory convertible preferred stock, payable Dec. 1, 2026, to holders of record Nov. 15. TradingView Elliott Reports $1.46B HPE Stake : - Elliott Investment Management’s August 14 13F filing reported a $1.46 billion position in Hewlett Packard Enterprise Co. (HPE). Benzinga Fiscal 2026 Results Webcast : Hewlett Packard Enterprise will webcast a call to review fiscal 2026 fourth-quarter results for the period ended Oct. 31. A replay will be available for about one year. BusinessWire

Weekly Recap: IonQ raises revenue outlook and completes Elisity acquisition. IonQ, Inc. (NYSE:IONQ) reported third-quarter revenue up 336% year over year and raised its 2026 revenue outlook. It completed its all-stock acquisition of Elisity, issuing $1.15 billion in shares; sellers may receive another $150 million if revenue targets are met by January 2028. Previous Week Recap Revenue Surges, Outlook Raised : IonQ reported third-quarter revenue up 336% year over year and secured about $290 million in contracts. The company raised its 2026 revenue outlook; adjusted EBITDA loss was $133.6 million. 3 sources Elisity Acquisition Completed : IonQ completed its all-stock acquisition of cybersecurity firm Elisity, issuing $1.15 billion in shares. Sellers may receive another $150 million if revenue targets are met by January 2028. 3 sources DARPA Advance, Contracts Awarded : IonQ advanced to the final stage of DARPA’s quantum initiative, worth up to $300 million. It also won a $28 million clock contract, with a $30 million option, and $7.5 million in Air Force funding. 2 sources Analysts Cut Price Targets : Analysts kept bullish ratings on IonQ but cut price targets: Jefferies to $65, BofA to $50, Cantor to $60, Needham to $48 and B. Riley to $70, citing sector valuations and funding concerns. 3 sources NVIDIA to Deploy Superion : IonQ, Inc. (IONQ) said NVIDIA will deploy a Superion 256 quantum computer at its Accelerated Quantum Research Center, where it will be connected to NVIDIA’s AI supercomputing infrastructure. BusinessWire South Korea Links Quantum System : South Korea plans to link IonQ’s 100-qubit Tempo system with its Hangang supercomputer in early 2027. IonQ will supply the system under agreements involving KISTI. ForkLog QuantumCT Partnership Expands Access : IonQ partnered with QuantumCT, which will buy access to its trapped-ion quantum computers for Connecticut institutions and businesses, providing over 150 hours of cloud runtime and technical support. 2 sources IonQ Expands Into Foundry Services : IonQ, Inc. (IONQ) expanded its business into foundry services through acquisitions. Quartr Integrated Quantum Security Solutions : IonQ plans to integrate Elisity’s Zero Trust software with its post-quantum cryptography and quantum key distribution technologies to offer combined security solutions. ForkLog

Weekly Recap: Signs $93.9B in commitments and announces split, buyback. Sandisk Corporation (NASDAQ:SNDK) signed agreements with eight customers covering about half of fiscal 2027 and two-thirds of fiscal 2028 bit production, with $93.9 billion in minimum committed revenue. The company also announced an eight-for-one stock split effective November 19, 2026. Previous Week Recap Eight Customer Agreements, $93.9B : Sandisk signed new business agreements with eight customers, covering about half of fiscal 2027 and two-thirds of fiscal 2028 bit production, with $93.9 billion in minimum committed revenue. Benzinga Eight-For-One Split, Share Repurchases : Sandisk (SNDK) announced an eight-for-one stock split effective November 19, 2026, with split-adjusted trading beginning November 20. The company also repurchased 3.2 million shares in fiscal Q1. 3 sources Rosenblatt Raises Earnings Estimates : Rosenblatt raised Sandisk’s fiscal Q2 revenue and adjusted EPS estimates to $12.40 billion and $56.90, within guidance. FY2027 estimates rose to $49.48 billion revenue and $221.28 EPS. Benzinga Mixed Analyst Ratings And Targets : Sandisk (SNDK) was downgraded by Fox Advisors to Equal-Weight from Overweight on Nov. 2. Wells Fargo kept Equal-Weight and cut its price target to $1,300 on Oct. 30; Rosenblatt retained Buy. 2 sources

Weekly Recap: Q3 earnings beat and $2 billion TSMC interposer deal. GlobalFoundries Inc. (NASDAQ:GFS) reported Q3 revenue up 13% to $1.899 billion and adjusted EPS of $0.53, and forecast Q4 revenue of $1.975 billion to $2.025 billion. It also signed a five-year, $2 billion deal with TSMC to make silicon interposers for CoWoS packaging. Previous Week Recap Q3 Beat, Strong Q4 Guidance : GlobalFoundries’ Q3 revenue rose 13% to $1.899 billion; adjusted EPS of $0.53 beat estimates. The chipmaker forecast Q4 revenue of $1.975 billion to $2.025 billion and adjusted EPS of $0.54 to $0.64. 3 sources TSMC Signs $2B Interposer Deal : GlobalFoundries (GFS) signed a five-year, $2 billion deal with TSMC to make silicon interposers for CoWoS packaging. TSMC will co-invest in added Malta, NY, capacity; production is due in H1 2028. 2 sources AI Optical Networking Capacity Booked : GlobalFoundries (GFS) said AI data center demand for optical networking technology is surging, with capacity booked through 2027 and customer commitments extending toward 2029. Benzinga Analysts Cut Targets, Hold Ratings : Nine firms cut GlobalFoundries’ price targets, while keeping ratings unchanged. New targets range from $43 at UBS to $60 at TD Cowen; Evercore ISI made the largest cut, from $85 to $54. TradingView Declares $0.12 Per-Share Dividend : GlobalFoundries Inc. (GFS)’s board declared a dividend of $0.12 per share, payable January 14, 2027, to shareholders of record on December 22, 2026. 2 sources

Weekly Recap: Q3 revenue gains, higher guidance and AI inference growth. DigitalOcean Holdings, Inc. (NYSE:DOCN) reported Q3 revenue of $321.2 million, up 40% year over year, and raised Q4 revenue guidance to $348 million–$351 million. Inference-services revenue grew nearly 600% year over year, and the company and Box launched a private preview of Box Mount. Previous Week Recap Q3 Growth, Raised Guidance : DigitalOcean (DOCN) posted Q3 revenue of $321.2 million, up 40% year over year, and $144.2 million in adjusted EBITDA. It raised Q4 revenue guidance to $348 million–$351 million. 3 sources Inference Revenue Surges Nearly 600% : DigitalOcean cited rising AI inference and cloud demand, reporting nearly 600% year-over-year growth in inference-services revenue and roughly tenfold sequential token-volume growth. MarketBeat Price Targets Cut, Buy Unchanged : Analysts cut price targets for DigitalOcean (DOCN), but ratings remained unchanged. The consensus stayed Buy, with an average 12-month target of $159.93. TradingView Box Mount Private Preview Launch : DigitalOcean (DOCN) and Box launched a private preview of Box Mount, linking selected Box folders to Managed Agents. It applies Box user permissions and syncs agent changes back to Box. BusinessWire

Weekly Recap: Q3 results and PC sales outlook, Israel plant impact. Intel Corporation (NASDAQ:INTC) reported third-quarter revenue up 21% to $16.5 billion and adjusted earnings per share of $0.52. It guided for fourth-quarter revenue of $15 billion to $16 billion, earnings per share of $0.25 and a 38% gross margin, while saying weak PC demand may persist into the first half of 2027. Previous Week Recap Q3 Growth, Cautious Q4 Outlook : Intel reported Q3 revenue up 21% to $16.5 billion and adjusted EPS of $0.52. Q4 guidance: $15-$16 billion revenue, $0.25 EPS and 38% gross margin; weak PC demand may persist into H1 2027. 3 sources PC Sales Forecast, Plant Disruption : Intel expects PC sales to fall 12% in 2026 and 10% in 2027 amid high memory costs and supply limits. An Israel plant explosion may cut fourth-quarter revenue by $300 million. 2 sources Analyst Downgrades Amid Demand Shifts : Intel (INTC) was cut to Neutral from Buy by three firms amid weaker PC demand and rising AI data-center demand. UBS lowered its price target to $80 from $100; Barclays cut its target to $75. Benzinga Revenue Forecast Trails Estimates : Intel Corporation (INTC) projected quarterly revenue $1 billion to $2 billion below analysts’ estimates, citing continued weakness in the PC market. Binance News Government Stake Value Falls : The U.S. government’s 433 million Intel shares, acquired for a 10% stake in August 2025, were worth about $26.2 billion at Tuesday’s close, down from $61.6 billion at the June 30 peak. Benzinga Strong Xeon Demand, Supply Constraints : Intel CEO Lip-Bu Tan said Xeon server chip demand remains strong. Intel (INTC) is expanding supply, but industry-wide constraints may persist into next year. Benzinga Oracle Cloud Xeon Agreement : Intel Corporation (INTC) signed a multiyear agreement with Oracle Cloud Infrastructure covering current and future Xeon processors, including the upcoming Diamond Rapids platform. GuruFocus Classiq Pursuit, Data Center Growth : Intel Corporation (INTC) is pursuing an acquisition of quantum software developer Classiq. Its Data Center and AI business recorded 78% growth. GuruFocus Foundry Customers Expected Soon : • Intel Corporation (INTC) CEO Lip-Bu Tan said the company expects to announce a couple of foundry customers in the next two quarters. Binance News Weak Q4 Outlook, Rating Downgrade : Intel (INTC) reported Q3 results and issued a weaker-than-expected Q4 outlook. Seeking Alpha’s Quant Rating fell from Strong Buy to Hold, with its score dropping to 3.26. GuruFocus

Weekly Recap: Record Q3 results and data-center supply constraints. Applied Optoelectronics, Inc. (NASDAQ:AAOI) reported record Q3 2026 revenue of $269.9 million, up 127.5% year over year, and non-GAAP EPS of $0.17. It forecast Q4 revenue of $385 million to $420 million and EPS of $0.48 to $0.63. Previous Week Recap Record Revenue, Higher Guidance : AAOI posted record Q3 2026 revenue of $269.9 million, up 127.5% year over year, and non-GAAP EPS of $0.17. It forecast Q4 revenue of $385–$420 million and EPS of $0.48–$0.63. 3 sources Demand Strong, Supply Constrained : Applied Optoelectronics, Inc. (AAOI) said strong data-center demand is supporting growth, while material shortages and facility delays are constraining supply and delaying capacity targets. Quartr Analysts Cut Price Targets : B. Riley kept a Neutral rating on AAOI, cutting its target to $45 from $92, 4% below the Nov. 5 close of $46.89. Rosenblatt kept its Buy rating, lowering its target to $115 from $220. TradingView 2027 Supply Agreement Signed : - Applied Optoelectronics, Inc. (AAOI) signed a $194.4 million supply agreement for 2027 with a unit of Yunnan Lincang Xinyuan Germanium Industry Co., Ltd. Reuters

Weekly Recap: Crypto revenue rises 20% and SkyFi joins Robinhood Agents. Robinhood Markets, Inc. Class A (NASDAQ:HOOD) reported crypto revenue rose 20% from the previous quarter to $120 million, offsetting a decline in crypto trading revenue. The company also added SkyFi’s satellite intelligence app to Robinhood Agents, with subscriptions costing $10 monthly after a 30-day trial. Previous Week Recap Crypto Revenue Hits $120 Million : Robinhood Markets, Inc. Class A (HOOD) reported that crypto revenue increased 20% from the previous quarter to $120 million, offsetting a decline in crypto trading revenue. The Block SkyFi App Joins Robinhood Agents : Robinhood (HOOD) added SkyFi’s satellite intelligence app to Robinhood Agents. After a 30-day trial, subscriptions cost $10 monthly, offering imagery and data on 24 sites tied to 10 public companies. PR Newswire ARK ETF Buys Robinhood Shares : Ark Invest’s ARK Fintech Innovation ETF bought 7,703 Robinhood shares worth about $646,000 on Monday. HOOD closed down at $83.84. 2 sources