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Aehr Test Systems 3Q 2026: Revenue $33.01M, EPS $0.21 — 10-Q Summary. Aehr Test Systems’ revenue rose sharply year over year as strong AI-market demand drove higher shipments of systems and contactors. Earnings improved from a year-earlier loss to income, supported by higher sales volume, a more favorable product mix and improved absorption of manufacturing costs. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $33.01M $10.97M 200.9% Net income² $7.18M ($2.08M) 444.6% Diluted EPS³ $0.21 ($0.07) 400% ¹ Reported as “Revenue”. ² Reported as “Net income (loss)”. ³ Reported as “Diluted”. Business Highlights AI demand : Higher shipments of systems and contactors drove revenue growth; package-level burn-in system revenue rose $10.9M, while wafer-level contactors and package-level boards and modules increased a combined $10.9M. Geography : Asia revenue increased 796% and U.S. revenue rose 83%; Europe and Middle East revenue declined 45%, reflecting fewer FOX-P systems sold. Gross margin : Gross margin increased to 47.5% from 33.9%, as greater volume improved labor and overhead absorption and product mix was more favorable. Operating costs : R&D expense rose 45%, primarily from higher employment-related and allocated costs following increased headcount; SG&A expense increased 16%. Original SEC Filing: AEHR TEST SYSTEMS [ AEHR ] - 10-Q - Nov. 06, 2026

CoreWeave EVP, Product & Engineering Sold Shares Worth Over $925K. Goldberg Chen, an officer serving as EVP, Product & Engineering, sold 19,904 shares of CoreWeave Class A Common Stock at a weighted average price of approximately $46.50 per share, for total proceeds of $925,504. Chen directly owned 68,149 shares after the transactions. Reporter Name Goldberg Chen Relationship EVP, Product & Engineering Type Sell Amount $925,504 SEC Filing Form 4

Iran state broadcaster cites informed source: two blasts heard near Suza area in Qeshm Island, no casualty reports

Citigroup maintains Coherent at Buy, raises price target to $440 from $420. Citigroup maintained Coherent at Buy and raised its price target to $440 from $420, a 4.8% increase. The price target implies an upside of 128.2% from the Nov 6 close of $192.81. Recent analyst actions on Coherent Date Firm Action Rating Price target Nov 5 Rosenblatt Maintains Buy $400 Nov 5 Needham Maintains Buy $340 Oct 30 Morgan Stanley Maintains Equal-Weight $325 Oct 30 B. Riley Securities Maintains Neutral $262 Oct 26 StoneX Initiates Coverage On Buy $425 Across the five most recent analyst notes published on Coherent over the past 30 days, price targets range from $262 to $425. Explore more price target data and ratings for Coherent on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

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ANTHROPIC TO PROCEED WITH IPO ROADSHOW NEXT WEEK - The Information

AEHR: AI demand drove 201% revenue growth and a return to quarterly profitability. AI demand lifted revenue 201% YoY to $33.0M and returned operations to profitability, with gross margin rising to 47.5%. Quarter-end cash was $105.1M; shipment timing, customer concentration, tariffs and ongoing patent litigation remain key uncertainties. Original document: Aehr Test Systems [AEHR] SEC 10-Q Quarterly Report — Nov. 6 2026

AST SpaceMobile Plans Blacklift Rocket, Commits $1.3 Billion to Firefly Agreements. AST SpaceMobile plans to build its reusable 20-ton Blacklift rocket, aiming to launch up to five BlueBird satellites per flight starting in late 2028. Key Highlights: Blacklift will use Firefly Miranda and Vira engines, with a perpetual license for AST SpaceMobile to manufacture them. The license agreement includes about $800 million upfront: $400 million cash and 10 million to 14 million Class A shares. AST SpaceMobile will pay $250 million for engines for the first three rockets and $250 million for three years of engineering support. External launch agreements cover more than 100 BlueBird satellites expected to deploy cumulatively in 2027 and 2028. Original SEC Filing: AST SpaceMobile, Inc. [ ASTS ] - 8-K - Nov. 06, 2026

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Iran's semi-official Tasnim news agency: initial reports suggest two missiles hit Qeshm Island; no official confirmation

Anthropic to start IPO roadshow next week: the information

Cult Leader Gets 200 Years For Starvation Deaths Of 191 People, Nearly All Of Them Children

Citigroup maintains Lumen Technologies at Neutral, lowers price target to $5.50 from $8.25. Citigroup maintained Lumen Technologies at Neutral and lowered its price target to $5.50 from $8.25, a 33.3% decrease. The price target implies an upside of 37.8% from the Nov 6 close of $3.99. Recent analyst actions on Lumen Technologies Date Firm Action Rating Price target Nov 5 JP Morgan Maintains Neutral $6 Nov 5 TD Cowen Maintains Hold $8 Nov 5 Goldman Sachs Maintains Neutral $5 Nov 5 Wells Fargo Maintains Equal-Weight $5 Across the four most recent analyst notes published on Lumen Technologies over the past 30 days, price targets range from $5 to $8. Explore more price target data and ratings for Lumen Technologies on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

What a week.

Google Exec Leaves SpaceX Board — WSJ. By Becky Peterson Don Harrison, a Google executive and longtime SpaceX director, has stepped down from the role on the rocketmaker's board of directors. SpaceX said his departure, announced Friday, was effective immediately. Harrison, the president of global partnerships and corporate development at Google, joined the SpaceX board in 2015, overseeing an investment that grew to $75.2 billion by the end of the third quarter. His departure comes as the SpaceX board weighs a possible merger with Chief Executive Elon Musk's electric-vehicle maker Tesla. Both companies faced selloffs this week following the mid-term elections. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

investingLive Americas market news wrap: Non-farm payrolls beat estimates

As tech swoon roils market, US inflation data on tap. By Lewis Krauskopf Jolted investors head into next week with the US stock market on shaky ground, as deep selling in the pivotal AI trade creates unease ahead of the release of inflation data and earnings reports from several technology companies. Stocks were slammed on Thursday by concerns that widespread victories by Democrats in Tuesday's US midterm elections would slow the AI data-center buildout. That fed anxiety about a trade that has been at the heart of the market's rally this year. The tech-heavy Nasdaq Composite IXIC closed Thursday nearly 12% below its October 6 all-time high, exceeding the 10% threshold that confirms a correction. That and other major losses for equity indexes reversed the previous session's gains in the immediate aftermath of Tuesday's midterm elections, in which Democrats routed President Donald Trump's Republicans and won control of the US Congress. Tech stocks led a modest rebound on Friday, but the major indexes still posted weekly losses. With volatility rising, tests for the market arrive next week. On Tuesday, the government will release the monthly consumer price index report, perhaps the most closely watched inflation measure. Earnings reports are due from tech companies CoreWeave CRWV , Applied Materials AMAT and Cisco Systems CSCO . "It is a fragile momentum trade," said Marvin Loh, senior global macro strategist at State Street. "You have got this regulatory, political party overhang, which I think is going to stay with us until we really get a sense of how significant of a slowdown we're thinking about." VOLATILITY SPIKES AFTER MIDTERM RESULTS Stocks endured severe swings in the wake of Tuesday's midterms. In addition to winning control of the US Congress, Democrats also won several key governors' races in data-center-heavy states such as Texas. Public backlash about environmental and other concerns over the spread of data centers was a prominent issue in the midterms. Sharp gains on Wednesday in major equity indexes were accompanied by a slide in oil prices. That gave way on Thursday to steep equity declines, when the Cboe Volatility Index VIX also hit a seven-month high. Selling was widespread on Thursday — with all S&P 500 sectors ending lower — but it was most acute among AI and tech stocks. The S&P 500 tech sector sank 7.3%, while the Philadelphia SE Semiconductor index SOX tumbled over 12% — both posting their biggest one-day drops in more than six years. Major indexes were still logging gains for the year, with the benchmark S&P 500 CBOE:SPX up nearly 8% in 2026. "There are a lot of cross-currents and narratives right now that people are trying to grapple with in the wake of the (election) results," said Garrett Melson, portfolio strategist with Natixis Investment Managers Solutions. CPI TESTS DECEMBER RATE-HIKE BETS The CPI report for October comes as investors are expecting the Fed to raise rates in December to fight inflation. The US central bank held steady last month after hiking in September for the first time in three years. As the market swooned on Thursday, traders pulled back modestly on rate-hike bets. But following a strong jobs report on Friday, Fed fund futures were suggesting a roughly 80% chance the central bank hikes at its December 8 to 9 meeting, according to LSEG data. Investors also will focus on the CPI report for clues to the Fed's rate path into 2027, with about two more standard 25-basis-point increases expected in total for this cycle. "If you get a hot number and then you start adding additional tightening because the inflationary environment looks like it's accelerating, that's just something else that investors would have to absorb," Loh said. After a busy slate of corporate results, the schedule calms next week. Several reports could be consequential for the tech and AI trade, including CoreWeave, the cloud company at the center of concerns about financing the AI buildout. Its shares have been pummeled in recent weeks. "If they do have a little bit more of a cautiously optimistic view in terms of being able to find ways to get projects across the finish line, that I think helps to kind of alleviate some of these concerns," said Natixis' Melson. Tech was underperforming the S&P 500 over the past month by its largest amount since May 2002, Keith Lerner, chief investment officer at Truist Advisory Services, said in a note on Thursday. "We are now seeing something of a buyers’ strike in tech," Lerner said.

JUST IN: OpenAI closes $11 billion of its new funding round at a $1.25 trillion valuation. It started out seeking more than $30 billion at $1.4 trillion, then scaled back to $20 billion at $1.25 trillion. The remaining $9 billion is “expected to be completed in the coming weeks," per Bloomberg

Top News Today: Stocks Mixed After Strong Jobs Data; AI Cos Rebound; Yields Rise. MARKET WRAPS STOCKS: Stocks finished mixed after strong jobs data and a muted rebound for AI companies failed to quell worries about the sustainability of the artificial-intelligence boom. Major indexes fell sharply for the week, with the S&P 500 registering its biggest loss since April 2025. TREASURYS: Treasury yields rose after strong jobs data increased the odds of a Federal Reserve rate hike. FOREX: The U.S. dollar rose sharply after the surprisingly strong jobs data. COMMODITIES: Oil futures rose slightly, but finished the week with the largest losses in almost seven months. HEADLINES U.S. Adds a Hotter-Than-Expected 165K Jobs. The Fed Has Plenty of Room for a Rate Hike. The U.S. labor market crushed expectations in October, with unemployment ticking down and employers adding far more jobs than estimated. That will keep the Federal Reserve on track for an interest-rate increase in December. U.S. employers added 165,000 jobs to payrolls last month, the Bureau of Labor Statistics reported Friday. That dramatically surpassed the consensus forecast among economists surveyed by FactSet, which called for a gain of 65,000 jobs following September's revised 60,000 payroll gain. The national unemployment rate was 4.1% in October, ticking down from September's 4.2% pace. It also marks 62 straight months of a jobless rate that has remained under 5%. That's just shy of the record 64 months that occurred from 1965 to 1970. Tesla's Polarizing Cybertruck to Wind Down Production Amid Slow Sales Tesla will wind down production of the Cybertruck at its gigafactory in Texas next year, Chief Executive Elon Musk said. In a post on X, Musk said the move is to "make room" for increased production of its self-driving Cybercab-another proof point for Tesla's thesis that its future lies in fully autonomous vehicles and robotics rather than selling traditional cars. The decision also comes as the stainless-steel pickup has suffered from slow demand. In October, 1,914 Cybertrucks were registered in the U.S., according to data from Motor Intelligence. By comparison, Ford sold more than 70,000 F-Series trucks last month. U.S. Consumer Mood Improved but Remained Gloomy This Month Consumer sentiment logged an unexpected increase to begin November but is still hovering not far above historically low levels, according to the University of Michigan's monthly survey, a sign of the economic discontent that powered Democrats' broad victories in this week's elections. The survey's preliminary November index reading landed at 51, in data published Friday, compared with 48 in the final October reading. Economists surveyed by The Wall Street Journal had expected a decline to 47.5. Interviews for the preliminary reading took place Oct. 20 and Nov. 2, so they wrapped up before results of Tuesday's election were known. A final November reading, incorporating post-election interviews, will be published later this month. Moderna Swings to Profit, Lifts Outlook as Covid-19 Vaccine Demand Stabilizes Moderna returned to profitability in the recent quarter and lifted its full-year revenue forecast, defying Wall Street expectations of continued losses as international demand for its Covid-19 shots stabilized. The biopharmaceutical company on Friday reported a third-quarter profit of $162 million, compared with a loss of $200 million a year earlier. Quarterly earnings came out to 38 cents a share. Analysts polled by FactSet had expected a loss of $1.10 a share. Total revenue jumped 29% to $1.31 billion, topping Wall Street estimates for $890.3 million. The company attributed the gain in part to higher Covid-19 vaccine sales in international markets. Charter Continues to Lose Internet, Video Customers; Plans New Savings Program Charter Communications continued to lose internet and video subscribers in the third quarter, dragging on its overall results. The cable-and-broadband company also said it is rejiggering its operating model for its core internet service to draw new customers and better keep its existing customers, and announced a new cost-cutting plan aimed at saving about $2 billion in annualized run-rate operating expenses over the next year and a half. The savings program will focus on eliminating what the company called nonessential activities, as well as simplifying its organizational structures and boosting efficiency through vendor partnerships. Humana Lifts Outlook as Quarterly Revenue Jumps Humana raised its full-year earnings outlook as consolidated income and revenue rose in the recent quarter. The health insurer said it now expects 2026 earnings of at least $15.09 a share, up from a previous forecast of at least $6.52 a share. On an adjusted basis, it lifted its full-year guidance to at least $9.50 a share, up from at least $9 a share previously. Analysts polled by FactSet are looking for earnings of $7.11 a share, and for adjusted earnings of $9.16 a share. Under Armour Revenue Falls on Broad Segment Declines Under Armour posted lower revenue in its fiscal second quarter, weighed down by a slump that cut across product categories and geographic segments. The sportswear brand said revenue fell 7% to $1.24 billion, compared with Wall Street's expectations of $1.23 billion, based on FactSet. Wholesale revenue decreased 6% to $725 million, while North American and international revenue each decreased 7%. Apparel revenue dropped 5% and footwear revenue was down 11%. Outback Steakhouse Owner Raises Profit Outlook as Chain's Turnaround Continues Bloomin' Brands raised its full-year profit outlook and said its Outback Steakhouse chain continues to make progress on its turnaround plan. The results came as the restaurant company, which also owns Carrabba's Italian Grill and Bonefish Grill, posted a narrower third-quarter loss as revenue gained, topping Wall Street's projection. Bloomin' Brands said it now expects adjusted earnings per share of 97 cents to $1.02 for the year, up from its prior outlook of 90 cents to $1. Brookfield Asset Management Fundraises $25 Billion in Quarter, Led by Infrastructure Strategies Brookfield Asset Management is seeing no let up in fundraising efforts as it tracks toward a record year, driven by the alternative asset manager's infrastructure franchise as investors seek out real assets for stability and returns. The New York firm said Friday it fundraised $25 billion in the just-ended quarter, bringing the year-to-date total to $123 billion. "Our fundraising is showing no signs of slowing down," Chief Executive Connor Teskey said. Norway's Oil Fund Reaches $224.5 Million Settlement With KPMG Over SVB Collapse Norway's oil-fund manager said it and a Swedish pension fund reached a $224.5 million settlement in a class action against KPMG LLP arising from the collapse of Silicon Valley Bank. Norges Bank Investment Management, the arm of Norway's central bank that manages the country's $2.3 trillion sovereign-wealth fund, said the deal with the lender's former external auditor, KPMG, was reached on behalf of investors. KPMG said Friday that the settlement wasn't an admission of wrongdoing. Firefly Aerospace Inks $1.3 Billion Deal With AST SpaceMobile for Rocket Engines Firefly Aerospace reached an agreement worth more than $1.3 billion to supply rocket engines and license its propulsion technology to AST SpaceMobile, which is developing its own heavy-lift rocket. Under the three-year agreement, Firefly will deliver 36 engines for AST SpaceMobile's first three rockets, provide a license allowing AST to manufacture the engines itself, and offer engineering support, the companies said Friday. Shares of Firefly Aerospace jumped 17%, to $17.80, in premarket

Aeva 3Q 2026: Revenue $6.67M, EPS ($0.54) — 10-Q Summary. Aeva’s revenue rose 86% year over year as product sales and non-recurring engineering services increased. Net income fell sharply from the year-ago quarter, when a fair-value gain on the share subscription liability and a larger gain on warrant liabilities boosted results; operating loss widened as research and development and general and administrative expenses increased. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $6.67M $3.58M 86.3% Net income² $4.45M $107.5M (95.9%) Diluted EPS³ ($0.54) ($0.52) (3.8%) ¹ Reported as “Total revenues”. ² Reported as “Net income (loss)”. ³ Reported as “Diluted”. Business Highlights Product revenue : Increased 107% to $3.5M, primarily on higher unit sales, partly offset by a lower average selling price. Professional services : Revenue rose 68% to $3.2M, primarily due to higher development activity for non-recurring engineering services. Gross profit : Rose to $2.2M from $430K as revenue growth outpaced the increase in cost of revenues. Research and development : Expenses increased 30% to $28.9M, primarily due to higher payroll, materials and services, and software license costs. Remaining performance obligations : Were $26.1M at September 30, 2026; about 36% is expected to be recognized as revenue over the next 12 months. Original SEC Filing: Aeva Technologies, Inc. [ AEVA ] - 10-Q - Nov. 06, 2026

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Citigroup maintains Fastly at Neutral, lowers price target to $25 from $27. Citigroup maintained Fastly at Neutral and lowered its price target to $25 from $27, a 7.4% decrease. The price target implies an upside of 57.7% from the Nov 6 close of $15.85. Recent analyst actions on Fastly Date Firm Action Rating Price target Nov 5 RBC Capital Maintains Sector Perform $19 Nov 5 Piper Sandler Reiterates Neutral $24 Nov 5 Evercore ISI Group Maintains Outperform $24 Oct 9 Oppenheimer Upgrades Outperform $35 Across the four most recent analyst notes published on Fastly over the past 30 days, price targets range from $19 to $35. Explore more price target data and ratings for Fastly on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Data centers run on debt. That was a problem for bonds this year - and it's only going to get worse. By Joy Wiltermuth AI debt issuance this year overwhelmed investor portfolios, and has disappointed from a performance perspective. The funding need won't get any better with Democrats in control of Congress. The AI buildout was on the ballot in the midterm elections. The funding blitz on Wall Street could slow, but isn't likely to stop. The copious amounts of debt rolling out to finance the artificial-intelligence buildout has rattled the bond market this year, as borrowers have needed to pay higher interest rates to find takers for all the supply. Don't expect the midterm election results to change that. As Democrats take control of Congress in January, some on Wall Street think any slowdown in the building of data centers could reduce the need for AI builders to borrow. That could reduce bond supply, and provide some relief to bonds now underwater in portfolios. Less supply could boost the appeal of all those existing AI bonds, and their prices. But a recent report from Goldman Sachs says not to count on a smaller borrowing need. AI debt issuance this year smashed Wall Street's supply expectations, swamped investor portfolios and disappointed from a performance perspective. With Meta Platforms (META), Microsoft (MSFT), Oracle (ORCL) and others borrowing another $67 billion since late October, Goldman Sachs's credit strategy team tallied AI "hyperscaler" debt supply at $296 billion already this year, in a Thursday report. That was well above the bank's $250 billion forecast for 2026. Another $440 billion in hyperscaler debt supply is now expected in 2027, albeit with access to capital markets "to be somewhat uneven across issuers and highly dependent on the market tone," the Goldman team, led Amanda Lynam, wrote in the report. Angst around AI caught up with tech stocks after Tuesday's midterm elections swept Democrats to power - not just in Congress, but in many traditional Republican strongholds in state and local government, including in Texas. The S&P 500 SPX and the Nasdaq Composite COMP both saw a record wipeout in market value on Thursday, but rose to recover some of those losses Friday. "It won't change the overall endgame - just the pace will likely slow a bit," Oliver Chambers, a senior portfolio manager at Clark Capital, said Friday about AI debt supply and the election results. Debt financing - now the lifeblood of the AI buildout -could start at a more moderate pace in the first quarter of 2027, as Wall Street tries to figure out "the rules of the road" under the new political landscape, Chambers said. He isn't expecting the endgame to change in terms of the total number of data centers, but only potentially delay the pace of construction and spending, which could give tech giants' revenues some time to "catch up and expand." Chambers said recent "pro-business" comments from Texas Governor-elect Gina Hinojos also were a positive, given the state's large data-center footprint. Denny Fish, Janus Henderson's head of technology research and a portfolio manager, said in emailed comments Friday that he expects the AI buildout to continue, "but the locations in which it will be concentrated, and the pace of the rollout, are now in question." Meanwhile, there's also hope that more infrastructure financing will be shouldered outside of the corporate bond market. AI exposure increased to 5.14% of the investment-grade corporate index as of late October, up from 2.73% at the start of 2025, according to BofA Global data. That makes it hard for any bond fund to avoid altogether. The supply deluge and volatility this year have pressured investment-grade AI corporate bonds, which have been trading at a large premium to the rest of the market. The difference was about 148 basis points above the risk-free Treasury rate on Thursday, versus 77 basis points for the rest of the market, according to BofA Global. (One basis point is 0.01 percentage point.) That means investors have been demanding more compensation to offset perceived AI risks. Next year, BofA Global expects AI-related issuance that's funded in credit markets to peak at about $685 billion, rising about 31% from this year. Yet the yearly increase would come almost entirely from private credit, which tends to be unrated, according to BofA's latest estimates. For bond pickers like Chambers, 2026 has been all about investors drinking from a fire hose of supply as the hyperscalers have raced to borrow - but the path ahead looks to be more about differentiating the winners and losers of AI, he said. Related: Nvidia, AMD and other chip stocks rebound. Is the 'violent' AI selloff over? -Joy Wiltermuth This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

BTIG warns the stock market is more fragile than it looks Investors keep rotating from one sector to another, but the market as a whole isn’t going anywhere, BTIG says, and that could set up a broader selloff. 22% of S&P 500 stocks are overbought, while the index itself sits at a neutral RSI of 50.4. That gap has been wider only once before, on April 19, 1999.

Trump has said: Israel, and in fact, the entire Middle East, would not exist today if I did not stop Iran from having a Nuclear Weapon.

【最新内容：zerohedge @zerohedge · 2026-11-06T21:28:31.000Z】 The biggest support for the Nasdaq held... today 【引用内容：zerohedge @zerohedge · 2026-11-06T21:21:27.000Z】 Blue-nami Hangover: Chips Bounce, Breadth Doesn't As Hot Payrolls Put December Hike Back On The Table https://zerohedge.com/markets/blue-nami-hangover-chips-bounce-breadth-doesnt-hot-payrolls-put-december-hike-back-table…

THE S&P 500 JUST HAD ITS BIGGEST WEEKLY DECLINE SINCE APRIL 2025 AND THE NASDAQ FELL FOR THE 4TH STRAIGHT WEEK Here's how every stock in the S&P 500 performed today

Microchip Tech Price Target Cut to $75.00/Share From $95.00 by Citigroup. Ratings actions from Benzinga: https://www.benzinga.com/quote/MCHP/analyst-ratings

Bloom Energy Supports Oxford Firefighters and Local Families Ahead of Georgia-Ole Miss Matchup. Bloom Energy ( BE ) continued its season-long partnership with ESPN Radio's College Football Campus Tour this week in Oxford, Mississippi, ahead of Saturday's Georgia-Ole Miss matchup. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261106757791/en/ Ahead of the game, Bloom visited Oxford Fire Department Station 1 at 399 McElroy Drive and presented a $10,000 donation to the Firefighter Community Fund, a nonprofit established by members of the Oxford Fire Department to support local families facing food insecurity. The Firefighter Community Fund works with Oxford Love Packs and Commodores Care to provide financial assistance and essential goods to children and families across Oxford and Lafayette County. The organization also provides Thanksgiving meals to families in need, with its work funded through community donations and events including the annual 9/11 Memorial Stair Climb. “The strongest communities are built by people who look out for one another, often in ways most of us never see,” said Natalie Sunderland, Chief Marketing Officer at Bloom Energy. “Oxford’s firefighters do more than respond when their neighbors need help. Through the Firefighter Community Fund, they are addressing needs in their community long before an emergency call comes in. We are proud to support that commitment and the families it reaches across Oxford and Lafayette County.” “Our firefighters see firsthand the needs families in our community face, and being there for our community is at the heart of what we do,” said Josh Ferguson, Director of the Firefighter Community Fund. “We’re grateful for Bloom Energy’s support, which will help us reach and feed more local families at a time of year when coming together and looking out for our neighbors means so much.” The Oxford visit is part of Bloom's season-long partnership with ESPN Radio's College Football Campus Tour, which is bringing Bloom to college communities across the country and using each stop to recognize the firefighters and first responders who help keep those communities safe. Bloom will also be on campus Saturday ahead of the Georgia-Ole Miss game as ESPN Radio's College Football Campus Tour powered by Bloom Energy brings its live broadcast and interactive Fan Zone to Oxford. Upcoming Confirmed 2026 Tour Stops November 7 - Oxford, Mississippi | Georgia at Ole Miss November 14 - Baton Rouge, Louisiana | Texas at LSU November 21 - Lincoln, Nebraska | Ohio State at Nebraska November 28 - Nashville, Tennessee | Tennessee at Vanderbilt About Bloom Energy Bloom Energy empowers enterprises to meet soaring energy demands and responsibly take charge of their power needs. The company’s fuel cell systems provide ultra-reliable, clean and highly scalable onsite electricity for Fortune 500 customers around the world, including data centers, semiconductor manufacturing, large utilities and other commercial and industrial sectors, as well as mission-critical organizations in local communities, such as hospitals, college campuses and retailers. Headquartered in Silicon Valley, Bloom Energy employs more than 2,000 people worldwide and manufactures its systems in the United States. For more information, visit BloomEnergy.com. Forward-Looking Statements This press release contains certain forward-looking statements, which are subject to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “anticipate,” “believe,” “could,” “estimate,” “expect,” “intend,” “may,” “should,” “will” and “would” or the negative of these words or similar terms or expressions that concern Bloom’s expectations, strategy, priorities, plans or intentions. These forward-looking statements include, but are not limited to, the impact of the contribution to the Firefighter Community Fund. Readers are cautioned that these forward-looking statements are only predictions and may differ materially from actual future events or results due to a variety of factors, including, but not limited to, risks and uncertainties detailed in Bloom’s SEC filings. More information on potential risks and uncertainties that may impact Bloom’s business are set forth in Bloom’s periodic reports filed with the SEC, including its Annual Report on Form 10-K for the year ended December 31, 2025, filed with the SEC on February 9, 2026, its Quarterly Reports on Form 10-Q for the quarters ended March 31, 2026, June 30, 2026 and September 30, 2026, filed with the SEC on April 29, 2026, July 28, 2026 and October 22, 2026, respectively, as well as subsequent reports filed with or furnished to the SEC. Bloom assumes no obligation to, and does not intend to, update any such forward-looking statements. View source version on businesswire.com: https://www.businesswire.com/news/home/20261106757791/en/

*ANTHROPIC PLANS NOVEMBER IPO RAISING $80B-$100B AT $1.25T-$1.75T VALUATION: FT

Donald Harrison resigns from Space Exploration Technologies board. Space Exploration Technologies director Donald Harrison resigned from the board effective immediately. Individual Donald Harrison Role Class B Director Type of Change Resigned from the Board Effective Date November 4, 2026 (effective immediately) Reason His decision was not due to any disagreement with the Company on matters relating to its operations, policies, or practices. Replacement Info Not disclosed Board/Committee Role Changes Resigned as a member of the Board Original SEC Filing: SPACE EXPLORATION TECHNOLOGIES CORP [ SPCX ] - 8-K - Nov. 06, 2026

OPENAI COMPLETES $11 BILLION PORTION OF FUNDING AT $1.25 TRILLION VALUE

Blue-nami Hangover: Chips Bounce, Breadth Doesn't As Hot Payrolls Put December Hike Back On The Table [链接预览] Blue-nami Hangover: Chips Bounce, Breadth Doesn't As Hot Payrolls Put December Hike Back On The...

Harmonic 3Q 2026: Revenue $148.84M, EPS $0.13 — 10-Q Summary. Harmonic’s revenue and earnings increased year over year in the third quarter, as Appliance and integration sales rose on customer deployment ramps in the Americas and gross margin improved on favorable product mix. SaaS and service revenue declined, primarily reflecting completion of a multi-year custom development project. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $148.84M $90.49M 64.5% Net income² $14.64M $2.69M 443.4% Diluted EPS³ $0.13 $0.1 30% ¹ Reported as “Total net revenue”. ² Reported as “Net income”. ³ Reported as “Diluted net income per share”. Business Highlights Appliance and integration : Revenue rose 80% to $137.2M, primarily as customers ramped up new deployments in the Americas. SaaS and service : Revenue fell 19%, mainly due to completion of a multi-year custom development project in the second quarter of 2026. Gross margin : Increased 510 basis points to 51.8%, primarily on favorable product mix tied to increased North American deployments. Remaining performance obligations : Totaled $534.0M at October 2, 2026; 72% is expected to be recognized over the next 12 months. Original SEC Filing: HARMONIC INC. [ HLIT ] - 10-Q - Nov. 06, 2026

Father Of Doomed Learjet's 20-Year-Old Co-Pilot Breaks Silence On Her Final Mayday

Elon Musk's Revenue Guidance From the Baron Conference Is How High? — Barrons.com. By Al Root The Baron Investment Conference is like Woodstock for growth investors. The 33rd annual meeting took place on Friday at New York City's Lincoln Center. The conference gives Baron Capital's mutual fund shareholders a chance to hear from portfolio managers and companies. It often gives fund shareholders a chance to hear from the world's richest human, Elon Musk. Little of the conversation broke new ground, but Musk did talk about SpaceX's explosive revenue growth. Investors might be interested in just how high the iconoclast sees revenue reaching in December 2027. Baron Capital founder Ron Baron is a longtime supporter of Musk and a longtime holder of Tesla and SpaceX shares. SpaceX is the largest holding in the Baron Opportunity Fund, accounting for about 16% of fund assets. Tesla is the fourth-largest position behind SpaceX, Nvidia, and Broadcom. SpaceX and Tesla are also the two largest positions in the Baron Partners Fund. It's an interesting time to hear from Musk, following the midterm elections. Through midday trading on Friday, SpaceX stock was down about 6% since the election, in which Democratic candidates won key races in Texas, the home of SpaceX and Tesla. Tesla stock was off about 10%. The drops cost Musk roughly $75 billion in wealth. (He spent roughly half a billion on political donations in this election cycle.) Investors are worried the Democratic blue wave means slower AI growth, and Musk has pinned the future of both companies on AI. SpaceX runs terrestrial AI data centers and plans to put AI computers in space. Tesla wants to infuse physical things, such as robo-taxis and humanoid robots, with AI technology. The slowdown hasn't happened yet, though. Revenue at SpaceX is "exploding," said Musk. Sales grew 87% sequentially from the second to third quarter. "I'm not sure what the exact numbers will be Q3 to Q4...but probably something like 70%...and it's something similar Q4 to Q1," he said. That implies fourth-quarter revenue of about $25 billion, close to Wall Street projections. And another 70% sequential gain from the fourth to the first quarter means sales of about $42 billion, more than the $33 billion analysts currently project. What's more, "annualized revenue" in December 2027 will be north of $500 billion, he said. That implies December revenue of about $40 billion and fourth-quarter 2027 revenue somewhere between $80 billion and $100 billion. Currently, analysts project $58 billion. "This is not a promise," said Musk. "This is just what I think will happen." Is it guidance or aspirational goals? It's hard to say with Musk. At least investors can take some solace that SpaceX isn't seeing a slowdown in AI computing services. The stock market, of course, is dominated by AI — and AI fears. Before the election, investors weren't sure if capital markets could finance the trillion-dollar buildout. After the election, investors are worried Democrats won't let the buildout happen. "The pitchfork level for data centers is pretty high," said Musk, adding later that he believes Memphis residents are fans of what SpaceX's Colossus I data center has done for the local economy. Musk's Friday conversation won't overcome all AI fears. Still, the revenue projections are something to behold. SpaceX stock was up 8.5% in late trading at $134.11. Shares were up most of the day, making it hard to determine how much of an effect Musk had. After wild trading, shares are on pace to end the week down less than 1%. Write to Al Root at allen.root@barrons.com. This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

@AnthropicAI: Memory is what allows Claude to learn from experience. In a new Engineering Blog post, we share how “dreaming” helps Claude organize what it’s learned, correct its mistakes, and find what it needs more easily the next time. [链接预览] The components of agent memory

Citigroup maintains Microchip Technology at Buy, lowers price target to $75 from $95. Citigroup maintained Microchip Technology at Buy and lowered its price target to $75 from $95, a 21.1% decrease. The price target implies an upside of 28.5% from the Nov 6 close of $58.35. Recent analyst actions on Microchip Technology Date Firm Action Rating Price target Nov 6 Truist Securities Maintains Hold $62 Nov 6 B. Riley Securities Maintains Buy $85 Nov 6 Wells Fargo Maintains Equal-Weight $70 Nov 6 Evercore ISI Group Maintains Outperform $75 Nov 6 Keybanc Maintains Overweight $120 Across the five most recent analyst notes published on Microchip Technology over the past 30 days, price targets range from $62 to $120. Explore more price target data and ratings for Microchip Technology on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Chipmakers Rebound as Dip Buyers Lift Stocks Despite Fed Rate-Hike Bets – US Market Wrap [链接预览] features.financialjuice.com Chipmakers Rebound as Dip Buyers Lift Stocks Despite Fed Rate-Hike Bets – US Market Wrap - Financ... US stocks recovered as investors returned to semiconductor shares following a sharp selloff, overcoming economic data that reinforced expectations for another Federal Reserve interest-rate increase...

Alpha and Omega Semiconductor 3Q 2026: Revenue $177.76M, EPS ($0.2) — 10-Q Summary. Revenue fell 2.6% year over year, while the net loss widened. Lower sales of power ICs, declines in computing and consumer markets, and higher research and development costs weighed on results; growth in power discrete sales and better product mix partly offset the decline. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $177.76M $182.5M (2.6%) Net income² ($6.14M) ($2.12M) (189.5%) Diluted EPS³ ($0.2) ($0.07) (185.7%) ¹ Reported as “Revenue”. ² Reported as “Net loss”. ³ Reported as “Diluted”. Business Highlights Product mix : Power discrete revenue rose 26.4% to $137.2M; power IC revenue fell 46.8% to $38.7M. End markets : Computing revenue declined to $83.2M from $97.1M, while power supply and industrial revenue increased to $38.7M from $27.9M. Gross margin : Gross margin increased 1.0 percentage point to 24.5%, primarily due to better product mix. Research and development : Expenses increased 17.8% to $28.4M, primarily from higher compensation, prototyping engineering and allocation costs. Product introductions : The company introduced 14 new products during the quarter. Original SEC Filing: ALPHA & OMEGA SEMICONDUCTOR Ltd [ AOSL ] - 10-Q - Nov. 06, 2026

Moderna 3Q 2026: Revenue $1.31B, EPS $0.38 — 10-Q Summary. Moderna's third-quarter revenue rose 29% year over year, as higher COVID vaccine sales in international markets—driven by deliveries under long-term government partnerships—more than offset generally consistent U.S. product sales. The company returned to net income from a year-earlier loss, while lower research and development costs helped offset higher cost of sales. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $1.31B $1.02B 29.2% Net income² $162M ($200M) 181% Diluted EPS³ $0.38 ($0.51) 174.5% ¹ Reported as “Total revenue”. ² Reported as “Net income (loss)”. ³ Reported as “Diluted”. Business Highlights Product sales : Net product sales increased 31% to $1.27B, mainly on higher COVID vaccine sales in international markets; U.S. sales were generally consistent. Cost of sales : Rose 54% to $318M; cost of sales was 24% of net product sales and stand-ready manufacturing revenue, versus 21% a year earlier. Research and development : Expenses fell 27% to $583M, mainly on lower clinical trial expenses, personnel-related costs and stock-based compensation. mFLUSIVA : The FDA approved the influenza vaccine in August for adults 50 and older; U.S. commercial sales began in September. Original SEC Filing: Moderna, Inc. [ MRNA ] - 10-Q - Nov. 06, 2026

OPENAI HAS REPORTEDLY CLOSED $11 BILLION IN NEW FUNDING AT A $1.25 TRILLION VALUATION The money was wired to the company as of Friday, per Bloomberg. It's the first part of a round that could reach as much as $20 billion. OpenAI originally set out to raise $30 billion or more at a $1.4 trillion valuation, before scaling back as AI stocks sold off. The new valuation is still up about +47% from March, when OpenAI raised $122 billion at an $852 billion valuation. Earlier today, CFO Sarah Friar told CNBC that OpenAI was raising fresh capital and pushed back on suggestions it had scaled back its fundraising plans.

Equity close: Decent rebound or a dead-cat bounce

MRNA: Q3 returned to profit on stronger sales, while settlement costs kept year-to-date results deeply negative. Q3 revenue rose 29% to $1.313B, turning to $162M net income as COVID vaccine sales strengthened internationally. Year-to-date losses persisted, burdened by the $950M patent settlement and elevated royalties; 2026 sales are expected to return to growth. Original document: Moderna, Inc. [MRNA] SEC 10-Q Quarterly Report — Nov. 6 2026

Federal Republic Of Germany Confirmed At AAA, Stable Trend – Morningstar DBRS [链接预览] Morningstar DBRS Confirms Federal Republic of Germany at AAA, Stable Trend | Morningstar DBRS...

ORACLE'S ANNUAL MEETING OF STOCKHOLDERS TO BE HELD NOVEMBER 18, 2026. AUSTIN, Texas, Nov. 6, 2026 /PRNewswire/ -- Oracle ( ORCL ) will hold its 2026 Annual Meeting of Stockholders on Wednesday, November 18, 2026, at 9:00 a.m., Central Time. This year's meeting will be conducted virtually via a live audio webcast at www.virtualshareholdermeeting.com/ORCL2026 . Stockholders as of the close of business on September 21, 2026, the record date, are entitled to participate in the Annual Meeting. Guests may also view the Annual Meeting but may not vote or ask questions. The proxy materials and website www.virtualshareholdermeeting.com/ORCL2026 include instructions on how to participate in the meeting and how stockholders may vote their shares of Oracle stock. A recording of the meeting will be available at www.virtualshareholdermeeting.com/ORCL2026 and on our Investor Relations website at www.oracle.com/investor following the Annual Meeting through November 25, 2026. About Oracle Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle ( ORCL ), please visit us at www.oracle.com. Trademarks Oracle, Java, MySQL and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing. SOURCE Oracle

*OPENAI CLOSES $11 BILLION OF NEW ROUND AT $1.25 TRILLION VALUE

OpenAI Closes $11 Billion Of New Round At $1.25 Trillion Value

OpenAI closes $11 billion of new round at $1.25 trillion value; initial funding commitments were wired as of Friday.

Micron's stock is dirt cheap - and that's igniting a fierce online debate. By Britney Nguyen Valuation purists see a ridiculously inexpensive stock, but some semiconductor investors say Micron's earnings power won't hold up Micron's cheap stock has been a source of debate online. It's a tough time to be a P/E evangelist on social media. Chip stocks have become far cheaper in recent weeks as investors continue to worry about the sustainability of the artificial-intelligence buildout. But for investors who've pointed to the bargain-basement price-to-earnings ratios of stocks like Micron Technology (MU) and Nvidia (NVDA), others haven't been so kind. The issue underscores a fundamental debate over earnings in an environment where AI investments could slow down, and that's especially true of Micron's stock, which has a P/E multiple that sits at 3.8 times estimates for earnings over the next 12 months. That makes Micron's stocks one of the cheapest within the S&P 500 SPX, putting it third to last in the index on this metric. For investors who believe AI-driven demand for memory will remain strong, "Micron is extremely cheap," Wedbush analyst Matt Bryson told MarketWatch, because its power to raise prices and its revenues will continue to hold up. The company is also preparing to return tons of cash to shareholders, as restrictions on share buybacks are due to lift next month. But price-to-earnings multiples are based on two things. One, of course, is the stock's price, which in Micron's case has come down nearly 50% from peak levels achieved in June. The other is earnings expectations for the future. Micron's declining P/E multiple reflects concerns about the durability of the company's earnings, especially given the memory-chip industry's tendency to see big profit booms followed by busts. The uncertainty "helps explain why traders are not willing to assign a higher multiple to the stock," Jake Behan, the head of capital markets at Direxion, told MarketWatch. For bears, or those with less confidence in Micron's stock, the idea is that the prospect of a memory downturn is becoming more real, Hendi Susanto, a portfolio manager at Gabelli Funds, told MarketWatch. And following the U.S. midterm elections, in which anti-data-center sentiment became a top issue for politicians and voters across both parties, the market is wary about how long and strong demand for memory chips will be going forward, he added. Wedbush's Bryson noted, too, that if demand falls off for Micron's memory chips, the company will have a problem not only shipping as many chips as expected, but also pricing them so high. Granted, recent earnings reports have offered "a lot of positive data for the memory players, including high memory costs, supply constraints, multi-year agreements ... and how memory costs in 2027 will impact end-products," Susanto said in emailed comments. Josh Kaplan, head of research and investment strategy at MarketVector Indexes, said that whether Micron's valuation is cheap or not depends on whether still investors view memory as a cyclical business. Memory companies have been locking in long-term agreements in order to spread the current pricing environment out over a longer period. "To think that this time is different is a hope that people who bought at the top will cling on to, and they are likely the ones who will keep buying the dip on the way down," Kaplan said. Memory-chip sales are currently concentrated among a handful of buyers, he said, pointing to large cloud service providers looking to build out AI infrastructure. Consumer electronics need memory, too, but AI-driven demand has led to a painful shortage for that sector. "Micron's ability to sustain its earnings growth is based on the assumption that hyperscalers have an infinite appetite for investment and that they are willing to see their share prices crater and bond yields soar indefinitely," Kaplan said in emailed comments. As previous major technology and infrastructure buildouts have shown, however, there will be a time in this cycle when either the infrastructure gets built and demand declines, or large cloud providers have to pull back to appease stakeholders who are upset about the financial strain of AI investments, he said. Additionally, memory is a historically commoditized business. Therefore, as memory incumbents look to add capacity to meet soaring demand, competition is rising, including from Chinese memory makers. The increase in supply will eventually drive down the cost of memory, Kaplan said, and lead to erosion of earnings or gross margin, which is a measure of profitability. "Micron being 'cheap' assumes that the E in the P/E is right," Kaplan said. And while Micron's stock is indeed cheaper than some retail stocks like Costco's (COST), which trades at around 46 times estimated earnings for the next 12 months, Kaplan said those comparisons aren't exactly fair. Consumer-staples companies have low earnings variability. And Costco's "risk of permanent capital impairment is greatly diminished," he said. However, to Ted Mortonson, a managing director at Baird, memory has transitioned from being a cyclical industry. Mortonson finds Micron attractive both because of its role as a U.S. supplier and because "it trades in the U.S. versus the casino of the KOSPI," he said, referring to South Korea's benchmark stock market index that includes Micron's main rivals SK Hynix (KR:000660) and Samsung Electronics (KR:005930). Like Susanto, Mortonson is optimistic on Micron's long-term agreements with customers that allow it "tremendous visibility" through 2029. "That should affect the multiple in a positive way, as memory has moved from a cyclical trade to a secular trade," he told MarketWatch. A secular trade has a longer duration than a cyclical one and is based on fundamental shifts, such as in technology with the rise of AI. In his view, investors who are negative on Micron's stock are missing the larger picture of how much demand will grow as AI adoption continues to spread. Micron's supply is in a deficit today, but he sees that going on for a long time. Another area investors are missing with Micron is its adjusted free cash flow, Mortonson said, which reached $33 billion just in the last quarter and shows the company's ability to generate cash. At the same time, Micron has paid down its balance sheet, he said, which puts it in a good position, even if the data-center trade slows down. In the long term, Mortonson said he expects a higher multiple for Micron's stock as supply and demand reach equilibrium toward the end of the decade. "If you're a long-term investor and focus on free cash flow, Micron is in the top five of any technology company right now," he said. -Britney Nguyen This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.