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Weekly Recap: Quantum-networking funding and Nov. 5 Q3 results. IonQ, Inc. (NYSE:IONQ) added $7.5 million in Air Force funding to its $21.1 million quantum-networking collaboration ahead of Nov. 5 results: analysts expect $141.2 million in revenue, up 254%, and a $0.38 per-share loss, while SkyWater’s impact on chip output, margins and timelines is in focus. Previous Week Recap AFRL Awards Follow-On Funding : IonQ received $7.5 million in follow-on Phase 2 funding from the Air Force Research Laboratory, advancing its quantum-networking project under a previously announced $21.1 million collaboration. 3 sources Third-Quarter Results And Forecasts : IonQ (IONQ) reports third-quarter results Nov. 5. Analysts expect revenue of about $141.2 million, up 254% year over year, and a per-share loss of $0.38, versus $3.58 a year ago. GuruFocus SkyWater Acquisition Impact Outlook : IonQ’s third-quarter report is expected to detail its SkyWater acquisition and possible effects on quantum-chip output, margins, timelines, and revenue. GuruFocus

Weekly Recap: QUALCOMM quarterly results and Anduril BlueChip laptops. QUALCOMM Incorporated (NASDAQ:QCOM) is due to report quarterly results, with investors watching for signs that cooling AI enthusiasm is weighing on tech demand as they compare its performance with AMD’s. The company is also partnering with Anduril on U.S.-made, AI-capable BlueChip laptops, while reported tests put its Snapdragon 8 Elite Extreme Gen 6 behind Samsung’s Exynos 2700 in CPU and graphics. Previous Week Recap Quarterly Results Amid AI Concerns : QUALCOMM (QCOM) reports quarterly results in the coming days. Traders will compare its performance with AMD’s for signs that fading AI investment enthusiasm is affecting tech companies. Reuters Anduril BlueChip Laptop Partnership : Qualcomm is partnering with Anduril on BlueChip rugged laptops for U.S. military and government users, powered by Snapdragon X chips. The devices will be made in the U.S. and support on-device AI. 2 sources Snapdragon Trails Exynos In Tests : Qualcomm’s Snapdragon 8 Elite Extreme Gen 6 reportedly trailed Samsung’s Exynos 2700 by nearly 20% in an internal multicore CPU test and also lost in graphics tests. Asian News International

Weekly Recap: 42% lower melanoma recurrence or death risk and $5.4B peak sales estimate. Moderna, Inc. (NASDAQ:MRNA) reports this week after its and Merck’s Phase 3 melanoma vaccine cut recurrence or death risk 42% versus Keytruda alone, though leaked results sent shares down about 26%. Intismeran could launch in 2027, with $5.4 billion in peak sales potential shared with Merck, but regulatory timing remains unclear. Previous Week Recap Melanoma Trial Cuts Recurrence Risk : Moderna and Merck’s Phase 3 melanoma trial cut recurrence or death risk 42% with vaccine plus Keytruda versus Keytruda alone. Shares fell about 26% intraday after results leaked. 3 sources Intismeran’s $5.4B Peak Sales Estimate : William Blair estimates Moderna’s intismeran could generate $5.4 billion in peak melanoma sales, shared equally with a partner. Expansion into other cancers depends on clinical results. Benzinga U.S. Launch Targeted For 2027 : Moderna CEO Stéphane Bancel said its mRNA cancer vaccine with Merck’s immunotherapy could launch in the U.S. in 2027, followed by Germany and Europe in 2028. Reuters Regulatory Filing Timeline Unclear : Moderna and its partner are discussing intismeran’s next steps with regulators. Filing timing remains unclear, while launch planning includes manufacturing capacity and time from biopsy to dose. MarketBeat Quarterly Results Due This Week : • Moderna, Inc. (MRNA) is scheduled to report its latest quarterly results this week. Stocktwits

Weekly Recap: Q3 beat estimates and Harrodsburg to make Apple cover glass. Corning Inc (NYSE:GLW) beat third-quarter estimates and forecast further growth, backed by customer deposits and expansion plans spanning iPhone glass and AI-driven optical demand. Solar ramp-up costs and pressure in consumer-device markets remain headwinds, despite improving margins and Glass Innovations gains. Previous Week Recap Strong Q3 Results, Q4 Outlook : Corning’s third-quarter core sales rose 19% to $5.08 billion and EPS climbed 36% to $0.91, beating estimates. It forecast fourth-quarter sales of $5.2–$5.3 billion and EPS of $0.96–$1.00. 3 sources Harrodsburg To Produce iPhone Glass : - Corning Inc (GLW) said that by the end of 2026, its Harrodsburg, Kentucky, facility will produce all cover glass for iPhones, including iPhone Duo, and Apple Watch devices sold worldwide. MarketBeat Deposits Fund Capacity Expansion : Corning (GLW) collected about $639 million in net customer deposits over the first nine months, helping fund capacity expansion. Adjusted free cash flow reached about $661 million in the quarter. MarketBeat AI Racks Shift To Optical : Corning (GLW) expects optical links to replace copper in AI server racks, with the shift speeding up in 2028. Full optical connections could lift fiber needs from 16 to 160 per GPU. MarketBeat Truist Cites AI Optical Growth : Truist reiterated its Buy rating on Corning (GLW) with a $175 target, citing 44% annual Optical sales growth from AI data-center demand and core gross margins of 40.5%, the highest since Q2 2019. TradingView Solar Ramp Costs Pressure Profitability : Costs associated with ramping Corning Inc (GLW)’s Solar business pressured profitability in the segment. Quartr Glass Innovations Gain Adoption : Corning Inc (GLW) said its Glass Innovations segment continued to gain adoption through its “More Corning” strategy, while TV, notebook, and smartphone markets faced pressure from memory pricing. TradingView

Weekly Recap: $97.5 billion financing plan and shares pare losses. Meta Platforms Inc Class A (NASDAQ:META) delivered stronger-than-expected revenue and rapid early adoption of Muse AI, but its costly AI buildout—backed by $97.5 billion in planned equity financing and roughly $825 billion in spending commitments—has weighed on shares and free cash flow. Higher expenses, a $25 billion judgment it plans to appeal, and a planned share-count doubling add to investor concerns. Previous Week Recap Equity Financing Raised To $97.5B : Meta raised its planned equity financing to $97.5 billion, including $25 billion in Class A shares at $625. Nvidia and AMD plan to invest $3 billion and $1 billion, respectively. 3 sources Shares Rebound After Offering Selloff : Meta (META) shares fell nearly 2% early Monday after plans for stock offerings to fund AI expansion, then rose about 0.2% by 11:20 a.m. ET. Shares remained down over 11% since the plan was disclosed. 3 sources Q3 Revenue Beats Expectations : Meta Platforms (META) reported Q3 2026 revenue of $64.6 billion, up 26% year over year and above expectations. Ad impressions rose 10%, while average ad prices increased 14%. Leverage Shares Raises Revenue And Expense Outlook : Meta forecast fourth-quarter 2026 revenue of $73 billion to $76 billion and raised its 2026 expense outlook to $175 billion–$179 billion, including a third-quarter legal charge. Leverage Shares New Mexico Orders $25B Payment : • A New Mexico judge ordered Meta Platforms Inc Class A (META) to pay $25 billion in a separate privacy-related case; the company said it plans to appeal. Leverage Shares Negative Free Cash Flow Reported : Meta held $134 billion in servers and related equipment at September’s end, with over $14 billion in depreciation in the first nine months. It posted negative free cash flow in the latest quarter. Reuters Discloses $825B AI Commitments : Meta Platforms Inc Class A (META) disclosed approximately $825 billion in spending commitments for data centers, computing capacity, and associated agreements as it expands its AI infrastructure. Invezz Spending Concerns Pressure Shares : Meta (META) shares fell after it posted negative free cash flow and raised the low end of its full-year capital spending forecast, fueling concern that returns on heavy investment may take longer. Oninvest Muse AI Hits 10M Downloads : Meta CEO Mark Zuckerberg said Muse AI topped 10 million downloads in the U.S. and Canada, reaching the milestone about three times faster than ChatGPT. Over 10 million registered; 25% use it daily. 2 sources One Nonvoting Share Per Share : Meta (META) will issue shareholders one non-voting Class C share for each share held, doubling its share count. Trading in the new shares is expected to start in January. dpa-AFX

Weekly Recap: SASE integration and HPE shares rise on AI Factory. Hewlett Packard Enterprise Co. (NYSE:HPE) shares rose 4.07% to $59 as its expanded Nvidia AI Factory offering drew attention, alongside plans to unify EdgeConnect SASE with Mist and Aruba Central using Marvis AI tools. Mist support is due in 2026, with Aruba Central support planned for H1 2027. Previous Week Recap EdgeConnect SASE Integrates Mist, Aruba : HPE plans to integrate EdgeConnect SASE with Mist and Aruba Central, unifying network and security management with Marvis AI tools. Mist support is due in 2026; Aruba Central support in H1 2027. 2 sources Nvidia AI Factory Boosts Shares : Hewlett Packard Enterprise Co. (HPE) shares rose 4.07% to $59.00 at 1:30 a.m. ET on October 26, as its expanded AI Factory offering with Nvidia drew attention. GuruFocus

Weekly Recap: Q3 results beat estimates and $2 billion notes priced. Texas Instruments Incorporated (TXN) beat Q3 estimates and forecast Q4, as rising data-center demand fuels manufacturing expansion; it priced $2 billion in notes to fund its Silicon Laboratories acquisition, while DZ Bank upgraded the stock and Rep. Kevin Hern disclosed sales. Previous Week Recap Q3 Beats, Q4 Guidance Issued : Texas Instruments reported Q3 revenue of $6.055 billion, up 28% year over year, and EPS of $2.62; both beat estimates. Q4 guidance: revenue of $5.80 billion–$6.30 billion and EPS of $2.45–$2.79. 2 sources Issues $2 Billion Acquisition Notes : Texas Instruments priced $2 billion in senior unsecured notes, due 2028–2036, to help fund its Silicon Laboratories acquisition and related expenses. Issuance is expected November 9, 2026. 3 sources Data-Center Demand Drives Expansion : Texas Instruments CEO Haviv Ilan said data-center demand is growing. TXN supplies about 10,000 part numbers for the sector and is expanding its chip lineup and manufacturing capacity. Benzinga Manufacturing Expansion Faces Equipment Constraints : Texas Instruments is ramping technology at its Sherman plant, nearing completion of a second Lehi facility and expanding Malaysia operations. Equipment availability remains a manufacturing challenge. Benzinga DZ Bank Upgrades To Hold : On October 28, DZ Bank upgraded Texas Instruments Incorporated (TXN) to Hold from Sell and set a $300 price target. The shares were down 0.32% at $307.91 at 11:15 a.m. ET. GuruFocus Hern Reports TXN Stock Sale : Rep. Kevin Hern reported selling $15,000–$50,000 in Texas Instruments stock on Oct. 14, 2026, after an earlier sale valued at $500,000–$1 million in March. Benzinga

Weekly Recap: 17% share drop, R$17.4B payouts and production growth. Petroleo Brasileiro SA Sponsored ADR (BMFBOVESPA:PETR3) fell 17% after Lula’s win despite R$17.4 billion in payouts, as production rose and exports hit a record 1.25 million barrels per day. It raised kerosene prices, while diesel is expected to hold steady and biomethane could help meet renewable-fuel rules. Previous Week Recap PETR3 Falls After Lula Victory : PETR3 fell about 17% after Lula won Brazil’s runoff, amid concerns over investment pressure and fuel prices. Petrobras approved R$17.4 billion in Q2 payouts, payable in November and December. 3 sources Production Rises With New Wells : Petroleo Brasileiro (PETR3) reported higher production as P-78 and P-79 ramped up in Búzios, Alexandre de Gusmão reached peak output in Mero, and 12 new wells came online. Reuters November Aviation Fuel Prices Rise : Petrobras (PETR3) raised November aviation kerosene prices for distributors, citing higher international prices amid Middle East tensions and reduced refining capacity in Russia and Ukraine. Reuters Oil Exports Reach Record High : Petroleo Brasileiro SA Sponsored ADR (PETR3) said exports of oil and derivatives hit a record 1.25 million barrels per day, up 20.7%; China made up 40% of oil purchases. Reuters Diesel Prices Expected To Hold : Goldman Sachs expects Petrobras to keep distributor diesel prices unchanged through year-end, as Brazil’s extended fuel subsidies ease pressure to match higher international prices. Reuters Biomethane Could Replace Refinery Gas : Petrobras said biomethane could replace some natural gas at its refineries and industrial sites, preparing for renewable-fuel obligations pending targets from Brazil’s oil and gas regulator. Reuters

Weekly Recap: Q3 results call scheduled and sports venue drone defense. Ondas Inc. (NASDAQ:ONDS) says its counter-drone systems will protect most 2026 FIFA World Cup host stadiums and Jacksonville Jaguars games, as its tools detect, track and mitigate drones. The company will report third-quarter results before a Nov. 12, 2026, webcast and Q&A. Previous Week Recap Third-Quarter Results Conference Call : Ondas (ONDS) will report third-quarter results before its Nov. 12, 2026, conference call at 8:30 a.m. ET. Management will host a webcast and Q&A. ACCESS Newswire Counter-Drone Protection At Stadiums : Ondas (ONDS) said its counter-drone systems will protect most 2026 FIFA World Cup host stadiums and Jacksonville Jaguars games. Its tools detect, track and mitigate drones. ACCESS Newswire

Weekly Recap: DA Davidson Buy rating and B. Riley cuts target to $285. Modine Manufacturing Company (NYSE:MOD) drew continued Buy ratings, with DA Davidson pointing to AI-driven data-center cooling demand and its focus on Data Centers and Commercial HVAC, while B. Riley cut its target to $285 from $305. The company also adopted or amended severance arrangements for three executives. Previous Week Recap DA Davidson Reaffirms Buy Rating : DA Davidson kept its Buy rating and $330 target on MOD, citing data-center cooling demand from AI growth and Modine’s shift to focus on Data Centers and Commercial HVAC. TradingView B. Riley Cuts Price Target : • B. Riley Securities maintained its Buy rating on Modine Manufacturing Company (MOD) and lowered its price target to $285 from $305. TradingView Modine Updates Executive Severance : • Modine Manufacturing Company (MOD) adopted a new executive severance plan for Michael B. Lucareli and Erin J. Roth and amended Neil D. Brinker’s severance arrangements. TradingView

Weekly Recap: 2030 targets and BE Semiconductor stake increase. Applied Materials, Inc. shares rose 3.76% to $391.42 as it outlined 2030 margin and market-share goals and pledged to return 80%–100% of free cash flow to shareholders. It also plans to raise its BE Semiconductor stake to about 20%, subject to U.S. antitrust review, while expanding collaboration on advanced packaging. Previous Week Recap 2030 Targets And Shareholder Returns : Applied Materials shares gained 3.76% to $391.42 on October 26. The company set 2030 margin and market-share targets, and plans to return 80%–100% of free cash flow to shareholders. GuruFocus Planned BE Semiconductor Stake Increase : Applied Materials (AMAT) plans to raise its BE Semiconductor stake from 9% to about 20%, pending U.S. antitrust review. The firms will expand work on advanced packaging and chip integration. 3 sources

Weekly Recap: Q2 growth and raised outlook and CPI spin-off plan. Flex Ltd (NASDAQ:FLEX) reported Q2 sales up 25% and record adjusted EPS of $1.18, raising FY2027 guidance as it expands AI offerings and plans business separations amid EPC-related debt. Ukraine disruptions and separation costs weigh on cash flow, while Barclays cut its price target to $128. Previous Week Recap Record Q2 Growth, Raised Outlook : Flex (FLEX) fiscal Q2 sales rose 25% to $8.49 billion; adjusted EPS climbed 49% to a record $1.18. Flex raised its fiscal 2027 outlook, citing cloud, power infrastructure and the EPC acquisition. 3 sources CPI Spin-Off Targets Debt : • Flex Ltd (FLEX) plans to spin off its CPI business, a move linked to addressing $4.4 billion in short-term debt related to the EPC acquisition. Quartr AI Expansion, Two-Company Split : Flex (FLEX) plans to launch products over the next six months to expand its AI infrastructure offerings. It also plans to split into two companies with distinct strategies. Benzinga Ukraine Damage Prompts Production Shift : • Flex Ltd (FLEX) shifted production to alternate sites after damage to its Ukraine facility. Restoration work is underway, with minor near-term operational inefficiencies expected. TradingView Barclays Cuts Price Target : Barclays maintained its Overweight rating on Flex Ltd (FLEX) and lowered its price target to $128 from $144. TradingView Spin-Off Costs Pressure Cash Flow : Flex Ltd (FLEX) incurred separation costs related to its planned Cloud and Power Infrastructure spin-off, affecting free cash flow. Reuters

Weekly Recap: Early Q4 orders top Q3 revenue and special warrant dividend. Enovix Corporation (NASDAQ:ENVX) said early Q4 orders exceeded Q3 revenue, including a 100,000-battery drone-maker deal due in H1 2027, as it plans $19 million to double South Korean capacity. It also declared a shareholder warrant dividend, with each warrant exercisable for one share at $3. Previous Week Recap Orders Top Q3 Revenue : Enovix (ENVX) said early Q4 2026 orders topped Q3 revenue, including 100,000 batteries for a global drone maker due in H1 2027. It plans to spend $19 million to double South Korean capacity. GlobeNewswire Special Warrant Dividend Declared : Enovix (ENVX) declared a special warrant dividend: one warrant per four shares held on Nov. 13. Each warrant buys one share for $3, using cash or eligible 2028 notes; trading may start Nov. 19. 2 sources

Weekly Recap: Q2 results and acquisition's AI-networking promise, risks. Marvell Technology, Inc. (NASDAQ:MRVL) posted $2.739B in Q2 revenue and forecast $3.150B for Q3; its acquisition may bolster photonics and AI networking, though scrutiny could push customers to rivals. Analysts see 2030 EPS near $33.40, above $30+, and price targets up to $450. Previous Week Recap Q3 Revenue Forecast Raised : Marvell Technology (MRVL) reported fiscal Q2 revenue of $2.739 billion and a 58.9% adjusted gross margin. It forecasts Q3 revenue of $3.150 billion and a 57.5%–58.5% margin. GuruFocus Acquisition Expands Photonics Portfolio : Counterpoint said Marvell’s acquisition could expand its photonics portfolio and boost its standing in AI networking, but regulatory scrutiny may lead some customers to consider rival suppliers. Benzinga Analyst Projects Higher 2030 EPS : BNP Paribas analyst Karl Ackerman sees Marvell reaching about $33.40 in EPS by 2030, above management’s $30-plus target. Marvell targets 56%–59% gross margins and 44%–46% operating margins. Benzinga Analysts Raise Price Targets : UBS kept its Buy rating on Marvell Technology (MRVL) and raised its price target to $350 on Oct. 7. Jefferies lifted its target to $450; JPMorgan raised its target to $360. Benzinga

Weekly Recap: Apple quarterly results and reduced iPhone shipment forecast. Apple Inc. (NASDAQ:AAPL) approaches results with iPhone 18 demand mixed by region, strong Duo interest but a lower shipment forecast and staggered launches clouding revenue and margins as component costs rise. Its shares have surged, while new MacBooks and a South Korean payments fine add to the backdrop. Previous Week Recap Fiscal Fourth-Quarter Results Loom : Apple (AAPL) reports fiscal fourth-quarter results after the Nov. 2 close. Traders will watch iPhone demand, early iPhone 18 sales, December-quarter guidance and chip costs’ impact on margins. 3 sources BofA Cuts iPhone Shipment Forecast : Bank of America cut its fiscal 2027 iPhone shipment forecast by 9 million to 247 million units, below Wall Street’s implied 260 million, citing staggered launches and higher component costs. GuruFocus iPhone 18 Pro Sales Diverge : Apple’s iPhone 18 Pro sales rose 3.1% globally in the first three weeks versus the prior series. Sales climbed 29% in China, but fell 4% in the U.S. and 27% in Japan. 3 sources Foldable iPhone Duo Demand Surges : Apple’s $1,999 foldable iPhone Duo drew strong early demand, with some delivery dates pushed to late January, potentially shifting sales beyond the December quarter. GuruFocus Market Value Tops $5 Trillion : Apple (AAPL) gained about 27% year to date, rising for four straight months as iPhone 18 pre-orders began in mid-October. Its market value topped $5 trillion. Reuters Staggered Launch Clouds Forecasts : Apple launched iPhone Pro, Pro Max and Duo in September, with base iPhone and Air due in March. BofA says the staggered rollout may cloud quarterly revenue and gross-margin estimates. GuruFocus M6 MacBook Pro Unveiled : Apple unveiled an M6 14-inch MacBook Pro from $1,999, up to 30% faster in graphics than M5, with preorders open Oct. 28 and sales starting Nov. 6. 3 sources South Korea Fines Apple : South Korea fined Apple KRW 20.81 billion for restricting in-app payments, citing a 26% fee and delayed app reviews. Apple disputes the decision and is reviewing its legal options. 2 sources iPhone 18 Pro Preorders Announced : Apple unveiled the iPhone 18 Pro and Pro Max on Sept. 10. Preorders start Sept. 12, with sales from Sept. 18. Prices start at 9,999 and 10,999 yuan, respectively. Binance News Higher Memory Costs Raise Prices : Apple Inc. (AAPL) raised prices on some iPhone and MacBook models in response to higher memory costs. The changes increased starting prices, with the MacBook Air now starting at $1,299. MarketWatch

Weekly Recap: Danish data center expansion and Nvidia capacity purchase. CoreWeave, Inc. Class A (NASDAQ:CRWV) expanded in Europe with its Danish data center, while Nvidia’s $6.3 billion capacity commitment offered support; shares swung as rate, funding and refinancing risks weighed on debt, despite the company’s backlog assurance and mixed analyst targets. Previous Week Recap Danish Data Center Launch : CoreWeave brought most of 22.5 MW online at its first Danish data center, expanding its European footprint to nine sites in five markets. Shares rose over 6% Tuesday morning. 3 sources Nvidia Defends CoreWeave Finances : Nvidia owns about 10% of CoreWeave and agreed to buy up to $6.3 billion in unused capacity through 2032. Jensen Huang defended CRWV’s finances as Jim Cramer urged Nvidia to buy its debt. 3 sources Raymond James Cuts Price Target : Raymond James cut CoreWeave (CRWV) price target to $75 from $125, keeping an Outperform rating amid AI return and funding uncertainty. Shares fell 3.31% in premarket trading. 2 sources AI Expansion Financing Concerns : • Yields on bonds issued by CoreWeave, Inc. Class A (CRWV) rose amid concerns about financing the expansion of AI infrastructure as the prospect of tighter U.S. interest rates emerged. Reuters Moody’s Flags Debt Refinancing Risks : Moody’s cited stress on CoreWeave debt and bonds, highlighting risks for leveraged AI firms as loans fall due for refinancing from 2027 to 2029. Reuters Backlog Covers Debt, Analysts Bullish : CoreWeave (CRWV) said its revenue backlog can cover debt without contract renewals or new tenants. Oppenheimer set a $150 price target; FactSet’s average analyst target was $132.49. Invezz

Weekly Recap: Q3 growth, higher outlook and NSI acquisition completion. Hubbell Incorporated (NYSE:HUBB) reported Q3 sales growth of 25% and adjusted EPS up 14%, raising its 2026 outlook as its completed $3.0 billion NSI acquisition expands its Electrical Solutions offerings. Previous Week Recap Q3 Growth Outlook Raised : Hubbell (HUBB) Q3 sales rose 25% to $1.87 billion, while adjusted EPS climbed 14% to $5.91. The company raised its 2026 sales growth outlook to 18%–19% and EPS forecast to $20.40–$20.60. 3 sources Completed $3 Billion NSI Acquisition : - Hubbell Incorporated (HUBB) completed its approximately $3.0 billion acquisition of NSI in June 2026, expanding its Electrical Solutions offerings in fittings, connectors, and wire management. TradingView

Weekly Recap: Optical clock tested on Navy vessel and Nov. 16 results. Infleqtion, Inc. (NYSE:INFQ) tested its Tiqker optical atomic clock aboard a U.S. Navy vessel for more than two weeks, evaluating timing for navigation and communications without GPS. The company will report quarterly results after market close Nov. 16, 2026, followed by a 4:30 p.m. ET webcast. Previous Week Recap Tiqker Tested Aboard Navy Vessel : Infleqtion (INFQ) tested its Tiqker optical atomic clock aboard a U.S. Navy vessel for over two weeks, assessing timing for navigation and communications when GPS is unavailable. 2 sources Quarterly Results Due November 16 : Infleqtion (INFQ) will report results for the quarter ended Sept. 30 after market close Nov. 16, 2026. A webcast call begins at 4:30 p.m. ET; replay runs through Nov. 30. 2 sources

Weekly Recap: TD Cowen rates Oklo Hold and Q3 results set for Nov. 6. TD Cowen initiated coverage of Oklo Inc. Class A (NYSE:OKLO) with a Hold rating and $26 target, citing cost, execution and licensing risks; the target is 1.3% below its Oct. 23 close. The company reports third-quarter results before market open Nov. 6, with analysts expecting about $99,000 in revenue and a $0.21-per-share loss. Previous Week Recap TD Cowen Hold, $26 Target : TD Cowen began coverage of Oklo (OKLO) with a Hold rating and $26 target, 1.3% below its Oct. 23 close of $26.35, citing cost, execution and licensing uncertainty. 2 sources Q3 Results Due November 6 : Oklo Inc. Class A (OKLO) will report third-quarter results before the market opens Nov. 6. Analysts estimate revenue of about $99,000 and a loss of $0.21 per share. Stocktwits

Weekly Recap: Q1 revenue outlook raised and fiscal results due Nov. 3. Super Micro Computer, Inc. (NASDAQ:SMCI) raised its fiscal Q1 revenue outlook to $18.5 billion–$19.5 billion on stronger AI-platform demand, well above analysts’ $15.8 billion–$16.26 billion estimate, with gross margin forecast at 12.0%–12.5%. The company reports results Nov. 3 after market close. Previous Week Recap Raised Q1 Revenue Outlook : Super Micro raised its fiscal Q1 revenue outlook to $18.5 billion–$19.5 billion from $14.5 billion–$15.5 billion, citing stronger demand for its AI platforms. Benzinga Q1 Results Due Nov. 3 : SMCI reports fiscal Q1 results Nov. 3 after market close. Analysts expect revenue of $15.8B–$16.26B and EPS of $1.16–$1.23; the company forecast $18.5B–$19.5B revenue and 12.0%–12.5% gross margin. 2 sources

Weekly Recap: AI power-demand upside and funding concerns, premarket rise. Morgan Stanley sees Bloom Energy Corporation Class A (NYSE:BE) benefiting from AI data-center power demand, as its fuel cells can deliver electricity quickly. But cash-burn and funding worries drove an 11% Friday drop before shares rose 2.08% premarket Monday to $197.33. Previous Week Recap AI Power Demand Beneficiary : Morgan Stanley named Bloom Energy (BE) a top potential beneficiary of rising AI data-center power demand, citing its behind-the-meter fuel cells and the need to secure electricity quickly. MarketWatch Shares Rebound Amid Funding Concerns : Bloom Energy (BE) fell over 11% Friday on cash-burn and near-term funding concerns, then rose 2.08% to $197.33 in Monday premarket trading. Support was cited near $190, $163 and $117. Benzinga

Weekly Recap: SDA value exceeds $1.3B and Neutron flight expected in 2027. Rocket Lab Corporation (NASDAQ:RKLB) has eight of 18 Space Development Agency satellites in production, while new awards lift the programs’ potential value above $1.3 billion. Its Neutron rocket is now expected to debut in 2027, as a NASA-backed repair arm targets an in-orbit demonstration later that year. Previous Week Recap Programs Exceed $1.3 Billion : Rocket Lab had eight of 18 spacecraft in production under its $515 million Space Development Agency program. A new $816 million award lifted the two programs’ potential value above $1.3 billion. Stocktwits Neutron First Flight In 2027 : Rocket Lab’s reusable Neutron rocket, built for larger missions and satellite launches, is now expected to make its first flight in 2027. Stocktwits Eight Satellites Enter Production : Rocket Lab (RKLB) said eight of 18 satellites for the Space Development Agency are in production at its California site. All are due to launch by July 2027. Benzinga Cantor Maintains $122 Target : Cantor Fitzgerald reiterated its Overweight rating on Rocket Lab Corporation (RKLB) and maintained a $122 price target, while forecasting Neutron’s first launch in the second quarter of 2027. Stocktwits NASA-Backed Arm Targets 2027 Demo : Rocket Lab unveiled a NASA-backed robotic arm for in-orbit spacecraft repairs, slated to launch on NASA’s Fly Foundational Robots mission in late 2027 for an on-orbit demonstration. Stocktwits

Weekly Recap: Q4 guidance miss and higher 2026 capital-spending forecast. Intel Corporation (NASDAQ:INTC) grew Q3 revenue 21% and posted $0.52 adjusted EPS, but factory disruption, wafer shortages and weak Q4 guidance sent shares down 28.6%. After a $23B equity raise, it plans $20B in 2026 spending, expands Xeon with Oracle and touts 18A gains as it seeks foundry customers. Previous Week Recap Guidance Miss Triggers Share Plunge : Intel’s Q3 revenue rose 21% to $16.51B, with adjusted EPS of $0.52. Q4 guidance missed forecasts; shares fell 28.58% Friday to $65.76. 3 sources Higher 2026 Spending, 2027 Increase : Intel (INTC) raised its 2026 capital-spending forecast to $20 billion from $18 billion and said spending will rise significantly in 2027 as it expands production capacity. Reuters Wafer Shortages, Chip Technology Lag : Intel (INTC) faces wafer shortages for data-center CPUs as AI demand grows, limiting supply. Analysts say its server chips also lag AMD and Arm on technology. MarketWatch $23 Billion Offering Supports Growth : Intel Corporation (INTC) completed a $23 billion public equity offering to support future growth while maintaining its investment-grade rating and balance sheet. BusinessWire Factory Disruption Cuts Guidance : Intel (INTC) cut its Q4 revenue outlook by about $300 million and gross-margin forecast by 200 basis points due to a factory disruption, expecting similar effects in Q1. Reuters Q3 Processor Revenue And Capex : Intel reported $15.4 billion in Q3 server and PC processor revenue and $6.7 billion from contract manufacturing. Capital spending reached $4 billion, with $20 billion planned for 2026. Oninvest Boosting Xeon Supply Amid Demand : Intel CEO Lip-Bu Tan said it is boosting Xeon server processor supply to meet unusually strong demand, while improving products and manufacturing technology. 2 sources Oracle Cloud Xeon Capacity Deal : Intel and Oracle announced a multiyear deal to expand Xeon capacity on Oracle Cloud. Planned X14 instances will use Intel’s Diamond Rapids chips, targeting enterprise apps, AI agents and inference. 3 sources Foundry Customers Expected Within Quarters : Intel CEO Lip-Bu Tan expects to name a couple of foundry customers within two quarters and reported progress on 14A chips; the company has yet to secure external buyers. CNBC TV18 18A Yields Improve, Costs Fall : Intel said 18A manufacturing costs fell roughly 40% from Q1 to Q3, with yields improving. Panther Lake production was steady, Wildcat Lake sold out, and Clearwater Forest shipments began. MarketBeat

Weekly Recap: Record Q2 revenue and Orion AI inference architecture. Astera Labs, Inc. (NASDAQ:ALAB) reported record Q2 revenue of $392.4 million, up 104% year over year, driven by AI fabric and signal-conditioning products. It also introduced Orion, a compute-agnostic rack-scale architecture for AI inference across GPU and CPU platforms. Previous Week Recap Record Q2 Revenue Growth : Astera Labs (ALAB) posted record Q2 revenue of $392.4 million, up 104% year over year and 27% from Q1, with growth across AI fabric and signal-conditioning products. GuruFocus Orion Rack-Scale AI Architecture : Astera Labs, Inc. (ALAB) introduced Orion, a compute-agnostic rack-scale architecture designed to support AI inference deployments across multiple GPU and CPU platforms. GuruFocus

Weekly Recap: Ratel Robotics purchase proposal and Vataga Drone IP deal. Swarmer, Inc. (NASDAQ:SWMR) is pursuing two deals to expand its robotics and drone capabilities, proposing a $7.2 million cash-and-stock acquisition of Ratel Robotics and agreeing to buy Vataga Drone IP, while shareholder approval and closing conditions remain. The company will report quarterly results Nov. 10, 2026. Previous Week Recap Proposes Ratel Robotics Acquisition : Swarmer proposed buying Ratel Robotics for $7.2 million cash and 1,064,942 shares, with earn-outs tied to 2026–2028 results. Shareholder approval is required; a vote is set for November 2. 3 sources Vataga Drone IP Acquisition Agreed : Swarmer (SWMR) agreed to acquire Vataga Drone intellectual property in a cash-and-equity deal. Vataga’s CEO and 14 hardware R&D employees are expected to join Swarmer, subject to closing conditions. 2 sources Sets November 10 Results Call : Swarmer (SWMR) will report results for the quarter ended Sept. 30 on Nov. 10, 2026, before a 5 p.m. ET call with management and a Q&A session. BusinessWire

Weekly Recap: Q3 revenue growth and profitability, cash flow. FormFactor, Inc. (NASDAQ:FORM) delivered 38.4% year-over-year Q3 revenue growth and strong cash flow, while rising TRITON demand and a newly qualified Texas production site support expansion as existing facilities near capacity. The company also broadened its Teradyne partnership and forecast higher Q4 revenue, though TD Cowen maintained a Hold rating. Previous Week Recap Q3 Revenue Rises; Q4 Guidance : FormFactor (FORM) reported Q3 FY2026 revenue of $280.5 million, up 38.4% year over year, and non-GAAP EPS of $1.04. Q4 guidance: revenue of $285 million and EPS of $0.95. 3 sources Strong Margins And Cash Flow : FormFactor reported 54.7% GAAP gross margin, $81.6 million operating income and $73.8 million net income. Operating cash flow reached $104.3 million, with free cash flow of $64.8 million. TradingView Texas Facility Begins Production : FormFactor qualified assembly and testing at its Texas facility and shipped its first production unit. The site is expected to ramp through 2027; 2026 cash capital spending estimates were lowered. MarketBeat TRITON Demand Lifts Systems Revenue : FormFactor reported quarterly Systems revenue of $59.5 million, up 23% sequentially, driven by TRITON photonic systems demand. The company now expects TRITON revenue to exceed $30 million in 2026. MarketBeat Expanded Teradyne Partnership : FormFactor (FORM) expanded its multiyear Teradyne partnership to speed development, validation and high-volume production for next-generation semiconductor applications. TradingView Farmers Branch Factory Comes Online : - FormFactor, Inc. (FORM) is bringing its Farmers Branch factory online to expand manufacturing capacity as productivity gains at existing facilities moderate near capacity limits. TradingView TD Cowen Raises Price Target : TD Cowen maintained its Hold rating on FormFactor, Inc. (FORM) and raised its price target to $110 from $100. TradingView

Weekly Recap: Record Q3 revenue and 2027–2028 product milestones. Everspin Technologies, Inc. (NASDAQ:MRAM) posted record Q3 2026 revenue of $20.65 million, up 47% year over year, and forecast $21.5–$22.5 million in Q4 sales. It also detailed 2027–28 product milestones and partnered with Teledyne HiRel Semiconductors to offer PERSYST STT-MRAM to military and aerospace customers. Previous Week Recap Record Q3 Revenue, Strong Outlook : Everspin (MRAM) posted record Q3 2026 revenue of $20.65 million, up 47% year over year, with 51.4% gross margin. It forecast Q4 revenue of $21.5–$22.5 million and non-GAAP EPS of $0.13–$0.18. 3 sources Toggle, Sensor, and STT Roadmap : Everspin (MRAM) remains on track for qualified Toggle and sensor silicon in H2 2027, followed by STT products in H1 2028. A 256-Mbit xSPI prototype is due in H1 2027. MarketBeat Teledyne HiRel Semiconductors Partnership : Everspin Technologies, Inc. (MRAM) partnered with Teledyne HiRel Semiconductors, which will offer Everspin’s 64-, 128- and 256-megabit PERSYST STT-MRAM products to military and aerospace customers. MarketBeat

Weekly Recap: Steyr Motors offer and Q3 2026 results date set. Red Cat Holdings Inc (NASDAQ:RCAT) is pursuing Steyr Motors with a €39-per-share cash offer valuing it at about €205 million, which Steyr’s board recommends ahead of the December 18, 2026 deadline. The company will report third-quarter results on November 16, followed by a live webinar. Previous Week Recap €39 Steyr Motors Offer Recommended : Red Cat Holdings (RCAT) offered €39 per share in cash for Steyr Motors, valuing it at about €205 million. Steyr’s board recommends acceptance; the offer period ends December 18, 2026. 2 sources Third-Quarter Results Webinar Scheduled : Red Cat Holdings Inc (RCAT) announced it will release its third-quarter 2026 financial results after market close on November 16, 2026, followed by a live video webinar at 4:30 p.m. ET. GlobeNewswire

Weekly Recap: Five-country coverage target and Japan J-LEO funding selection. AST SpaceMobile, Inc. Class A (NASDAQ:ASTS) targets Q4 2026 service and year-end coverage in five countries, while pursuing Japan’s J-LEO with Rakuten for up to $1 billion; Vanguard and BlackRock raised stakes. Launch and revenue risks linger, alongside a reported Viasat bid effort, before its Nov. 9 results call. Previous Week Recap Five-Country Coverage Target : AST SpaceMobile targets intermittent satellite coverage in five countries by year-end. It had 13 BlueBird satellites in orbit and 50 in production as of October 2026, with 45 planned for early 2027. Stocktwits Japan J-LEO Funding Bid : AST SpaceMobile and Rakuten are pursuing Japan’s J-LEO satellite program, preliminarily selected for up to $1 billion in government funding. Commercial AST service is targeted to launch in Q4 2026. Stocktwits Vanguard and Rakuten Increase Holdings : As of Sept. 30, 2026, Vanguard held 15.3 million ASTS shares, about 5.11% of the company, after raising its stake 23% from June. Rakuten also increased its holding to 17,156 shares. Stocktwits Rival Viasat Bid Faces Opposition : Consultant Tim Farrar said AST SpaceMobile tried to assemble a rival bid for Viasat, but it would need substantial telecom support and face opposition from Viasat management. Stocktwits BlackRock Increases ASTS Stake : BlackRock held 16.1 million AST SpaceMobile (ASTS) shares, a 5.4% stake worth about $676 million, as of Sept. 30. Its position rose from 10.6 million shares in March. Stocktwits Third-Quarter Results Call Scheduled : AST SpaceMobile (ASTS) will discuss its third-quarter 2026 business and financial results on a shareholder call Nov. 9 at 5 p.m. ET. BusinessWire Bearish Sentiment Over Launch Risks : AST SpaceMobile (ASTS) faced bearish retail sentiment over launch risks, near-term timelines and possible revenue delays until 2026. The stock was also down year to date. Stocktwits

Weekly Recap: Upper-head contract signed and B. Riley lowers price target. NuScale Power Corporation Class A (NYSE:SMR) advanced reactor manufacturing with a Doosan Enerbility contract for its first NuScale Power Module upper head, even as B. Riley cut its target to $10 but kept a Buy rating. The company reports Q3 results Nov. 5, with analysts expecting $3.84 million in revenue and a $0.13-per-share loss. Previous Week Recap Upper Head Manufacturing Contract : NuScale Power (SMR) signed a contract with Doosan Enerbility to produce the first reactor coolant system upper head for its NuScale Power Module, advancing manufacturing beyond preparation. 3 sources B. Riley Cuts Price Target : • B. Riley lowered its price target for NuScale Power Corporation Class A (SMR) to $10 from $15 and maintained a Buy rating, citing a valuation reset across its nuclear and uranium coverage. Stocktwits Q3 Results And Estimates : • NuScale Power Corporation Class A (SMR) is scheduled to report third-quarter results on Nov. 5 after market close. Analysts expect revenue of about $3.84 million and a loss of $0.13 per share. Stocktwits

Weekly Recap: Server CPU growth outlook and shares fall before earnings. Advanced Micro Devices, Inc. (NASDAQ:AMD) is counting on surging server-CPU demand, AI products and Oracle’s adoption of its EPYC chips to drive growth, with CPU revenue forecast to jump in 2027 and 2028. Weak PC demand, ramp-up costs and a recent share decline are near-term risks ahead of its Nov. 3 earnings report. Previous Week Recap Server CPU Revenue Surge : AMD expects server CPU revenue to rise 50% in 2027 and 100% in 2028. Helios rack shipments are set to ramp in Q1 2027, alongside stronger MI450 and MI455X product cycles. GuruFocus Shares Fall Ahead Of Earnings : AMD shares fell 11.01% to $504.05 on Oct. 30, ahead of its Nov. 3 earnings report. On Oct. 28, shares were up 1.22% at $567.07 in morning trading. GuruFocus September-Quarter Revenue Outlook : Advanced Micro Devices, Inc. (AMD) projected September-quarter revenue of $13 billion, plus or minus $300 million, and an adjusted gross margin of about 56%. GuruFocus Intel Server Share Loss : Intel can’t meet strong server-CPU demand, and an analyst cited its clear server-share loss to AMD. AMD also sells AI GPUs, with its Helios rack-scale offering ramping. MarketWatch Oracle Adopts Sixth-Generation EPYC : Oracle’s upcoming Compute E7 instances will use AMD sixth-generation EPYC chips for enterprise apps and AI support tasks, including agent coordination and data retrieval. GuruFocus Strong Demand And Supply : GF Securities cited agentic AI and server CPU demand, AMD’s product roadmap and better supply. Venice CPU packaging yields neared 99%, while AMD’s 2027 allocation of 2nm wafers appeared to rise. GuruFocus Expansion Costs Pressure Margins : AMD faces costs from expansion and ramping MI450 accelerators, which may weigh on gross margins. Shipments for major customer deployments are expected to grow into 2027. GuruFocus PC Weakness, Server Growth Offset : BofA estimated that weakness in the PC market could create a headwind of up to about $750 million for Advanced Micro Devices, Inc. (AMD), partly offset by potential growth in server CPU revenue. Invezz Bernstein Maintains Buy Rating : • Bernstein analyst Stacy Rasgon maintained a Buy rating on Advanced Micro Devices, Inc. (AMD) and set a $650 price target. Invezz Weak PC Demand And Budgets : AMD faces weak PC demand in the third quarter as memory prices rise and corporate IT budgets tighten. Analysts expect PCs to make up less than a quarter of AMD sales this year. MarketWatch

Weekly Recap: Record Q3 Revenue and $500M Backlog, Lumentum Prepayment. AXT, Inc. (NASDAQ:AXTI) posted record Q3 2026 revenue of $73.4 million, up 162% year over year, as strong indium phosphide demand pushed backlog above $500 million. Lumentum prepaid $43.5 million under a long-term wafer agreement, while AXT forecast Q4 revenue near $90 million. Previous Week Recap Record Revenue, Strong Outlook : AXT (AXTI) posted record Q3 2026 revenue of $73.4 million, up 162% year over year, and $0.39 GAAP EPS. Backlog topped $500 million; Q4 revenue is forecast near $90 million. 3 sources Lumentum Prepays Amid Backlog : AXT (AXTI) reported an indium phosphide backlog above $500 million as demand outpaced supply. Lumentum prepaid $43.5 million under a long-term wafer deal; revenue will be booked as shipments occur. MarketBeat

Weekly Recap: Meta equity investment and Oracle Cloud Vera Rubin systems. NVIDIA Corporation (NASDAQ:NVDA) is deepening AI ties with Meta and Oracle as its cloud business surges, but concentrated customer exposure, long-term partner commitments and rising credit-default-swap spreads underscore mounting risks if demand weakens. Export controls and its Nov. 17 results could shape the outlook. Previous Week Recap NVIDIA’s $3B Meta Investment : NVIDIA plans a $3 billion investment in Meta’s equity offering as the companies deepen their AI partnership, including expanded use of NVIDIA systems, CPUs, networking and agent technologies. 3 sources Vera Rubin On Oracle Cloud : NVIDIA and Oracle made Vera Rubin NVL72 systems and Vera CPUs available on Oracle Cloud. Oracle plans to scale NVL72-powered AI superclusters to multi-gigawatt capacity; deal value was not disclosed. 3 sources AI Business Revenue Surges 138.5% : - NVIDIA Corporation (NVDA)’s ACIE (AI Clouds, Industrial and Enterprise) business generated $40.3 billion in revenue in fiscal Q2, up 138.5% year over year. Stocktwits NVIDIA CoreWeave Capacity Agreement : NVIDIA holds a stake in CoreWeave and agreed to buy computing capacity it cannot sell to others through April 2032. Their credit default swap spreads show a 0.80 one-year correlation. Benzinga NVIDIA Guarantees Data-Center Lease Obligations : NVIDIA Corporation (NVDA) disclosed that it has guaranteed land, power, and building-shell obligations tied to data-center leases for select AI cloud partners in the event those partners default. Benzinga Customer Concentration Raises AI Exposure : NVIDIA’s three largest customers generate 44% of revenue, while its broad ties to AI chipmakers, data-center firms and financiers may heighten exposure if demand weakens. AFP Review Finds No Chip Diversion : NVIDIA said Singapore-based Megaspeed is a regional customer and its review found no evidence of illegal chip diversion to China, despite U.S. export-control investigations. 3 sources Credit Swaps Surge Past Meta : NVIDIA’s five-year credit-default-swap spread rose to 127–129 basis points, up from 39 at 2025’s end and 84 on Sept. 1. It recently topped Meta’s for the first time since at least November 2025. Benzinga November 17 Results Awaited : • NVIDIA Corporation (NVDA) is scheduled to release its next quarterly results on November 17; the report is expected to provide an update on demand from major cloud customers for its AI products. Invezz Controls May Curb Overseas Access : U.S. rules bar NVIDIA’s top chips from China, but developers can access them via overseas data centers. Proposed Chinese AI export controls could curb that access. Reuters

Six reasons Democrats may fall short of a midterm landslide in November. By Tim Reid Republican President Donald Trump's low approval ratings, voter concern over high prices and dissatisfaction with the Iran war have led many analysts and opinion polls to predict significant Democratic gains in Tuesday's midterm elections . But six analysts and party strategists told Reuters several factors could prevent Democrats from turning those favorable political conditions into a landslide, even if the party ultimately makes gains in Congress. Recent opinion polls have shown Democrats increasingly competitive in once reliably Republican seats and the party has been expanding its efforts into Trump's conservative heartland. Democrats are widely expected to have a good election night, but the scale of any victory is still uncertain. Here are six reasons Democrats may fall short of expectations. FEWER COMPETITIVE HOUSE RACES The number of competitive US House races has shrunk sharply over the past three decades as partisan polarization and redistricting – including gerrymandering – have made more seats safely Democratic or Republican. As a result, analysts estimate that only about 40 to 50 of the House's 435 seats are truly competitive this year. Most expect Democrats to retake the lower chamber from Republicans, but with a majority of perhaps 5 to 20 seats, limiting the scope for gains like those in 2018, when Democrats picked up 41 seats. Bill Galston, a former White House adviser to President Bill Clinton, said if Democrats gain even 25 House seats, "they'd have a working majority, but not a huge one." Such a majority would give Democrats control of the House but little room to maneuver, making it harder to pass contentious legislation or claim the sweeping mandate associated with past wave elections. SENATE MAJORITY NO SURE THING While Democrats are favored to make gains in the 100-member Senate, achieving the net gain of four seats needed for a 51-49 majority remains far from certain because many of their top pickup targets are in states Trump carried by wide margins in 2024. David Wasserman, an elections analyst at the nonpartisan Cook Political Report, said Democrats must make breakthroughs in states Trump carried by double digits. Even a national swing of 10 percentage points toward Democrats would likely leave the party two seats short of a majority, he said. Democrats also face tougher-than-expected contests in states they had hoped would be safer, including Maine, New Hampshire and Michigan. "Republicans are hanging very close in those races," said Andrew Busch, a public policy professor at the University of Tennessee, Knoxville, and author of a history of midterm elections. "That's not necessarily what you would expect if things were going well for Democrats across the board." TURNOUT Opinion polls show Democratic voters more enthusiastic than Republicans, but strategists caution that such Democratic constituencies as young, Black and Hispanic voters have historically turned out at lower rates in midterm elections than in presidential years. Surveys show persistent skepticism among these groups towards both parties, especially over the cost of living. If turnout among those groups falls short of expectations, Democrats could underperform on Election Day, analysts said. Early voting data in states that register voters by party showed higher Democratic engagement. But Republicans argue that many of their supporters traditionally wait until Election Day to vote. In the 2022 midterms, voters aged 50 and older made up nearly twice as much of the electorate as those under 50. In recent years older voters have leaned Republican, according to exit-poll surveys. REPUBLICAN MONEY ADVANTAGE Republicans entered the campaign's final stretch with a substantial financial advantage, although spending in key races so far has had mixed results. Republicans held a cash advantage of several hundred million dollars heading into the final weeks of the campaign across their national party committees and major allied super PACs, according to committee filings and Federal Election Commission data. Trump spent more than $277 million, mostly through his MAGA Inc. super PAC, on a late TV and direct-mail blitz to aid struggling Republican candidates, according to Federal Election Commission data. Tesla TSLA CEO Elon Musk spent roughly $366 million during the midterm cycle, including $276 million since July, to support Republican candidates. Republicans outspent Democrats by $188 million in Senate battleground advertising by the end of September, according to AdImpact, which tracks advertising spending. "Any time you have one side with a big financial advantage and the ability to pour it into races at the last minute, it can tip the result of close races," Busch said. POLLS HAVE MISSED REPUBLICAN STRENGTH Opinion polls have frequently underestimated Republican support in recent election cycles. Reuters/Ipsos polling shows registered voters favoring Democrats over Republicans by 47% to 35% on the congressional generic ballot. The largest polling misses came when Trump was on the ballot. Trump, who is not on the ballot this year, has urged supporters to treat November's election as if he were. Polls significantly understated Republican strength in the 2014 midterms, when the party won a sweeping Senate victory. But midterm polls in 2022 underestimated how well Democrats would perform. SOCIALISM ATTACKS COULD RESONATE Trump and many Republican candidates have sought to paint Democrats as socialists and extremists who pose an existential threat to the country. Democrats in competitive races are increasingly declaring themselves proud capitalists, worried that the Republican tactics could sway critical independent voters. Republicans are highlighting victories by members of the Democratic Socialists of America movement and progressive candidates in Democratic primaries to portray the whole party as socialist, even though fewer than two dozen of them scored wins this year. Galston said the attacks could resonate with some wavering voters and influence close races. "It might be effective at the margins," Galston said. "It could reduce the Democratic advantage by one or two points in the close races."

Six things to watch as US voters decide control of Congress. By Tim Reid Americans head to the polls on Tuesday in midterm elections that will decide control of Congress for the final two years of President Donald Trump's term. The results will serve as the first nationwide verdict on Trump's presidency, revealing whether voters want to check the Republican president's power by giving Democrats control of one or both chambers of Congress or are willing to accept the status quo despite frustrations over the cost of living and the US-led war with Iran. The outcome could also reshape debates within both parties over which messages and policies resonate most with voters ahead of the 2028 presidential election. Here are six things to watch on Election Day. THE RACES THAT WILL DECIDE CONTROL OF CONGRESS Democrats need a net gain of four seats in both the US House of Representatives and US Senate to overturn Republicans' narrow 218-214 and 53-47 majorities. They are widely expected to reclaim the House, but the Senate battle remains highly competitive. The scale of Democratic gains in one or both chambers will shape Trump's ability to advance his agenda. Democratic wins in one or both chambers will likely trigger investigations into ethics of Trump and his administration, their handling of immigration enforcement and the Iran war. A stronger-than-expected Republican showing could reinforce Trump's grip on the party. Heavy losses could increase pressure to rethink unpopular policies such as tariffs and the war while shaping the message of candidates vying to succeed him. Early results from Republican-held House seats in Florida and Virginia could provide clues to the size of any Democratic gains. Victories in competitive districts would point to a solid Democratic night, while wins in more Republican-leaning areas could signal a much broader backlash against Trump and his policies. The close Senate fight will likely hinge on six to eight races. Democrats need to flip several Republican-held seats in states Trump carried by double-digit margins in 2024, including Ohio, Iowa, Alaska and Texas. Even Kansas, despite Trump's 16-point win there, has become competitive in recent weeks and a Democratic victory would signal a broader wave. Republicans can retain control by winning most of those contests, while Democrats will likely need to hold Michigan and pick up Maine. PROBLEMS AT THE POLLS AND VOTE COUNT Election officials have warned close races could spark disputes over voter eligibility, ballot counting and certification, while long lines, machine malfunctions or challenges by partisan poll watchers could fuel litigation and delay results. Trump's Justice Department plans to deploy about 1,000 monitors nationwide on Election Day, roughly triple the number used in the last midterms, a move some local officials worry could intimidate voters, although the DOJ says those fears are baseless. Some election officials and legal experts fear federal investigations and legal challenges could delay or disrupt certification of election results in close races. On October 22, Trump's Justice Department sued to preemptively block Alaska from certifying the results of its Senate race if the Republican incumbent candidate loses by a narrow margin, saying voters could be confused because two Republicans on the ballot have almost identical names. Attorney General Todd Blanche on October 22 declined to rule out Justice Department intervention in state election certifications, saying extreme circumstances could warrant action. Several states are also unlikely to produce complete results on election night, especially in close races, providing fertile ground for disputes. TRUMP'S RESPONSE TO THE RESULTS How Trump responds to the results, especially if Republicans lose control of Congress, could become one of the night's biggest stories. In the early hours of November 4, 2020, before vote counting had finished in several states, Trump declared victory and called for counting to stop. He ultimately lost to Democrat Joe Biden but continued to falsely claim the election had been stolen, helping fuel the January 6, 2021, attack on the US Capitol by a mob of his supporters who were seeking to stop certification of Biden's win by Congress. Trump still falsely claims he won the 2020 election and has cast doubt on the integrity of these midterms, raising the prospect of Republican challenges if the party loses one or both chambers. This year, the Trump administration has pressed states for voter data and launched investigations into noncitizen voting, which election experts and studies have found little evidence to support. It recently sued California over alleged noncitizen ballots. TURNOUT Turnout by the parties' core supporters will be important. Opinion polls showed Democrats significantly more enthusiastic about voting than Republicans heading into Election Day. But strategists caution that Democratic constituencies including young, Black and Hispanic voters have historically turned out at lower rates in midterm elections ​than in presidential years. Surveys show persistent skepticism among these groups towards both parties, especially over the cost of living. If turnout among those groups falls short of expectations, Democrats could underperform on Election Day. Early voting data in states that register voters by party showed higher Democratic engagement. But Republicans argue that many of their supporters traditionally wait until Election Day to vote. WHAT DO RESULTS MEAN FOR THE 2028 RACE? After their bruising defeat in the 2024 presidential election, Democrats have been split between those arguing for a more populist economic message and those favoring a centrist approach aimed at winning back swing voters. Strong performances by moderates and left-wing candidates on Tuesday will allow both factions to claim validation of their policies. That could set the stage for a crowded and potentially contentious contest for the party's 2028 presidential nomination. DID REPUBLICANS' MONEY ADVANTAGE PAY OFF? Republicans had a significant financial advantage and flooded the airwaves with ads attacking Democratic candidates. While some Democrats matched or outraised their opponents, Republicans held an overall spending edge of several hundred million dollars once party committees and outside groups were included. A key question is whether that advantage helped sway tight races, or whether voter concerns over high prices and the Iran war mattered more. Trump spent more than $277 million, mostly through his MAGA Inc. super PAC, on a late TV and direct-mail blitz to aid struggling Republican candidates, according to Federal Election Commission data. Tesla TSLA CEO Elon Musk spent roughly $366 million during the midterm cycle, including $276 million since July, to support Republican candidates.

CHINA PROPOSES EASING FX RULES FOR CURRENT ACCOUNT TRANSACTIONS

Mergers and acquisitions. The following bids, mergers, acquisitions and disposals were reported by 1030 GMT on Monday: ** SpaceX SPCX is in talks to buy EchoStar's ECHO wireless service Boost Mobile or gain access to its network, which it leases from AT&T T and T-mobile TMUS , the Washington Post reported on Monday. ** Japanese trading house Mitsubishi Corp 8058 said it will sell a 49.9% interest in a holding company that owns its stake in the LNG Canada project to funds managed by Blackstone Credit & Insurance, a unit of Blackstone BX , for about $1.6 billion. ** BP BP. has completed the sale of a 65% stake of its Castrol lubricants business to US private equity firm Stonepeak and will use the $6 billion in after-tax proceeds to cut debt, it said. ** French oil major TotalEnergies TTE said it had signed agreements to buy a 30% operated interest in the Lang Lebah and B14 offshore gas fields in Malaysia. ** AVID Property Group has matched Warburg Pincus' A$2.24 billion ($1.57 billion) takeover proposal for Australia's Ingenia Communities INA , Ingenia said , pushing its shares to a near 11-month high. ** A Blackstone BX led investor group agreed to acquire a stake in LNG Canada’s liquefaction business from a subsidiary of Mitsubishi 8058.T for $3.1 billion, Bloomberg News reported , citing a statement. ** Communications holding company Public Policy Holding PPHC is buying strategic communications firm Reevemark for as much as $80 million, people familiar with the deal said. ** Willis Re has completed the acquisition of BMS Re's US operations, the reinsurance broker said on Sunday.

Crude oil opens the week lower and extends the losses as US-Iran deal hopes return. What's next?

BINANCE: NET OUTFLOWS FROM ITS PLATFORM HAVE REACHED $4.7 BILLION SINCE SUNDAY

GAZPROM DAILY EXPORTS TO CHINA VIA POWER OF SIBERIA AT RECORD

Gazprom's daily exports to china via power of Siberia at record.

South Africa's Biggest City Faces Total Infrastructure Collapse [链接预览] zerohedge.com South Africa's Biggest City Faces Total Infrastructure Collapse Johannesburg was once the jewel of the African continent - In less than 30 years it has become a forlorn cesspool...

What's Going On With Broadcom Stock Monday. Broadcom Inc. AVGO stock rose more than 1% in Monday’s premarket trading as technology stocks gained ground. Nasdaq futures climbed 0.85%, while S&P 500 futures advanced 0.53%. The gains came amid renewed investor interest in large-cap technology stocks, although Broadcom remains below key moving averages. AI Infrastructure Remains the Core Growth Story Broadcom continues to benefit from growing demand for artificial intelligence infrastructure, including custom AI chips, advanced optics and Ethernet networking. At the 2026 Open Compute Project Global Summit, Broadcom highlighted growing adoption of Ethernet technology for AI networks. More than five hyperscalers were using its Ethernet scale-up technology in production, while over 10 partners were developing systems based on Broadcom chips. The company also showcased its Tomahawk 6, Tomahawk Ultra, Jericho 4, Thor Ultra and Thor 2 products, along with third-generation co-packaged optics. Broadcom highlighted the industry’s shift toward co-packaged optics and Optical Compute Interconnect as larger AI clusters demand faster connections and greater bandwidth. Meanwhile, a $63 billion financing package tied to Anthropic’s AI infrastructure expansion could support demand for Broadcom’s custom chips and networking equipment. Deployments are expected to begin in 2027 . CEO Hock Tan reportedly backed stronger financial guarantees and higher interest rates sought by banks arranging the financing. CNBC’s Jim Cramer also expressed confidence in Broadcom Wednesday, describing it as one of the strongest long-term performers and saying he would not sell the stock. Technical Analysis Broadcom remains under technical pressure despite Monday’s premarket gains. The stock trades 4.7% below its 20-day simple moving average (SMA), 6.6% below its 50-day SMA and more than 10% below its 100-day and 200-day averages. Its 20-day average remains below the 50-day average. A death cross formed in October, when the 50-day average fell below the 200-day average, reinforcing the bearish trend. However, momentum shows early signs of improvement. The moving average convergence divergence (MACD) indicator has moved above its signal line, with a positive histogram suggesting selling pressure may be easing. Immediate resistance stands near $366.50, while support sits around $308.50. Analyst Outlook Broadcom carries a consensus Buy rating and an average analyst price forecast of $523.77 . Rosenblatt maintained its Buy rating with a $600 price forecast on Oct. 27. DA Davidson upgraded Broadcom to Buy and raised its forecast to $400 the same day. Tigress Financial initiated coverage with a Buy rating and a $600 forecast on Oct. 22. Broadcom’s Benzinga Edge rankings show strong Quality at 94.75, but weaker Momentum at 14.13 and Value at 7.52. Growth stands at 30.68. The rankings suggest that Broadcom’s business fundamentals remain strong, although valuation concerns and weak technical momentum could limit near-term gains. AVGO Stock Price Activity Broadcom shares rose 1.14% to $329.80 in Monday’s premarket trading, according to Benzinga Pro data .

Tesla's monthly registrations surge in Northern Europe even as Chinese competition rises. By Amir Orusov Registrations of new Tesla TSLA cars rose across several Northern European markets in October, as the US electric vehicle maker extended its regional sales recovery despite growing competition from Chinese automakers. Tesla registrations soared 248% in Sweden, 131% in Norway and 34% in Denmark, data from Mobility Sweden, Norway's OFV and Denmark's bilstatistik.dk showed. The rebound has been aided by easier year-ago comparisons, higher fuel prices, government incentives and continued growth in EV demand. Performance, however, varied across the region. Tesla saw strong gains in Norway and Sweden, but trailed several Chinese rivals in Denmark, which highlights the increasingly fragmented competitive landscape in Europe. In Norway, Tesla recorded its best October on record and was the country's top-selling car brand with a 9.8% market share, according to OFV. Chinese brands continued to expand their footprint, accounting for 22.5% of new passenger car registrations, their highest monthly share on record. "Especially in Norway people are generally more affluent than elsewhere in Europe, people are less seeking the lower offerings of Chinese brands than in other European countries," Rico Luman, senior economist at ING Research, said. By contrast, Tesla's market share in Denmark was only 0.73%, behind BYD 002594 , Leapmotor 9863 , Xpeng 9868 and SAIC-owned 600104 MG, which captured between 1.6% and 5.5% of the market each. "Northern Europe is quite open to the new players as long as they are efficient EVs. That's what allowed Tesla to get to a leading position and it’s what is allowing the Chinese to gain ground fast," industry analyst Felipe Munoz, who runs the Car Industry Analysis platform, told Reuters. Tesla remains one of Europe's strongest EV brands, though its reliance on the Model 3 and Model Y has left it facing growing competition from rivals with broader line-ups. The automaker said in October it had ended the third quarter with its largest passenger vehicle order backlog in four years.

Jim Chanos Warns Elon Musk’s Space Data Center Math Could Be Way Off: ‘$5T Per GW…’. Short seller James Chanos questioned Elon Musk ‘s projections for orbital data centers on Sunday, suggesting the economics could be far more expensive than what Space Exploration Technologies Corp. SPCX management and bulls anticipate. Space Data Centers Could Cost Up To 100x More In a post on the social media platform X , Chanos quoted a post by the Techmeme handle that cited an article by The Information, which said that Amanda Peterson Corio , who is the Global head of Energy and Power at Google , said that space data centers could cost 100x more than terrestrial data centers. “So $5T per GW…?!” Chanos asked in his post. “The fact that the head of data center energy at a hyperscaler is this far off from estimates from $SPCX management/bulls should give pause to anyone trying to model this business out. James Chanos @RealJimChanos So $5T per GW…?! The fact that the head of data center energy at a hyperscaler is this far off from estimates from $SPCX management/bulls should give pause to anyone trying to model this business out. https://t.co/X5GrF7b5mt Nov 02, 2026 Chanos, who has been a vocal critic of Musk, earlier warned that the goal to establish data centers in orbit was “absurd.” Chanos also argued against power bottlenecks, saying that regulatory progress was a limiting factor instead. Chanos also criticized SpaceX’s recent $40 billion GPU financing as the company ramps up terrestrial AI compute, even as orbital infrastructure remains a central part of its long-term growth strategy. Elon Musk Backs Orbital Data Centers Notably, Musk said that terrestrial compute would be “peanuts” compared to Orbital data centers in a post on X on Saturday. “Orbital compute deployed per month probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029,” the SpaceX CEO added. Elon Musk @elonmusk Terrestrial compute will be peanuts compared to orbital compute. Orbital compute deployed per month probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029. Oct 31, 2026 Bill Ackman on AI Buildout Investor Bill Ackman , who is the founder of Pershing Square Capital , said that companies like SpaceX, which were heavily investing in building out AI infrastructure, could incur debt that would rival entire countries . On the other hand, Musk also warned that neoclouds, which are companies providing specialized AI compute capabilities, may not be able to access debt and that they were at risk of getting consolidated or failing.

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SAUDI ARABIA: ISSUES ALERT OF POTENTIAL DANGER IN NAJRAN

RUSSIAN FOREIGN MINISTRY SAYS SIGNALS OF PLANNED NEW MILITARY ACTION AGAINST IRAN ARE CAUSING EXTREME CONCERN - TASS

@SaudiDCD: [转推] LiveSquawk reposted تم إطلاق إنذار من المنصة الوطنية للإنذار المبكر في حالات الطوارئ في منطقة نجران للتحذير من خطر، اتبع الآتي: A warning has been issued by the National Early Warning Platform in Najran Province to alert of a potential danger. Please follow the instructions below: