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"Absolutely Zero Chance": DHS Vows To Block Latest Migrant Caravan While State Dept Targets Organizers With Visa Restrictions [链接预览] "Absolutely Zero Chance": DHS Vows To Block Latest Migrant Caravan While State Dept Targets...

TRUMP: HAVE TO PROTECT MUSK IF SPACEX AT RISK FROM DEMOCRATS

Camtek Cut to Underweight From Equal-Weight by Morgan Stanley. Ratings actions from Benzinga: https://www.benzinga.com/quote/CAMT/analyst-ratings

TRUMP: HAVE TO PROTECT MUSK IF SPACEX AT RISK FROM DEMOCRATS

Trump: Have to protect musk if Spacex at risk from Democrats.

TRUMP: HAVE TO PROTECT MUSK IF SPACEX AT RISK FROM DEMOCRATS

Zcash extends consolidation as macro headwinds continue to limit the upside. What to watch next?

Elon Musk Slams ‘Banal’ Cars and Fashion of Today, Calls For a ‘Total Reset’: ‘The Future Should Look Like…’. Tech billionaire and Tesla Inc. TSLA CEO Elon Musk , on Sunday, called for a major overhaul in both the automotive and apparel worlds, criticizing corporate fashion and vehicle design as uninspired and repetitive. Time For a ‘Total Reset,’ Says Elon Musk In a recent post on X responding to artist, musician and his ex-partner Grimes , Musk lamented the stagnation of modern aesthetics after Grimes shared her take on what the aesthetics of the 2020s were like. “Nonetheless, look at how generic and banal day-to-day corpo fashion and cars have become for over 2 decades!!” Musk wrote. Musk signaled that an aesthetic shift is overdue, declaring, “Time for a total reset in fashion.” He then quoted comments made by his son, Saxon Musk . "Why does everything today look like 2015?? The future should look like the future!" Musk said. “We will make it so,” he added. The comments align with Musk’s previous comments about vehicle design, when he noted how competitors choose “ugly” aesthetics despite similar manufacturing costs. Elon Musk @elonmusk Nonetheless, look at how generic and banal day-to-day corpo fashion and cars have become for over 2 decades!! Time for a total reset in fashion. To quote my son, Saxon, "Why does everything today look like 2015?? The future should look like the future!" We will make it so. Nov 01, 2026 However, investor Ross Gerber of Gerber Kawasaki Wealth Management , in a conversation with Benzinga in August, criticized the design language of Tesla vehicles . “All vehicles look the same,” he said, lamenting the lack of choice in the lineup. Gary Black Says Tesla Needs Better Marketing Investor Gary Black , over the weekend, said that Tesla’s declining market share in the U.S. , despite its first-mover advantage, makes it difficult for the company to justify its heightened valuation. The investor also said that Tesla needed better marketing and communication strategies. Price Action: TSLA shares were up 0.79% to $402.98 during pre-market trading on Monday.

TRUMP, ASKED IF HE THINKS ELECTIONS WILL BE SECURE: NO

TRUMP ON IRAN: WE'LL SEE ABOUT A DEAL, THEY WANT TO MAKE ONE

TRUMP: DON'T THINK MUSK WRONG ON WARNINGS ON DEMOCRATIC SWEEP

TRUMP: I WILL VETO EVERYTHING IF DEMOCRATS WIN IN MIDTERMS

TRUMP: I WILL VETO EVERYTHING IF DEMOCRATS WIN IN MIDTERMS

Trump: I will veto everything if democrats win in midterms.

Morgan Stanley downgrades Camtek to Underweight from Equal-Weight, lowers price target to $126 from $152. Morgan Stanley downgraded Camtek to Underweight from Equal-Weight and lowered its price target to $126 from $152, a 17.1% decrease. The price target implies an upside of 8.0% from the Oct 30 close of $116.68. Explore more price target data and ratings for Camtek on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Apple, SpaceX, Intel, Palantir, and More Stocks That Explain Today's Market — Barrons.com. By George Glover Stock futures were rebounding on Monday as investors got over the worst of their worries about artificial-intelligence spending, which sparked a brutal selloff last week. AI stocks were rebounding. Coherent, Corning, Dell, Lumentum, Marvell, Sandisk, Seagate, SpaceX, Super Micro Computer Inc., and Western Digital all rose ahead of the opening bell. Intel missed out on the rally though. Shares of the chip maker slid 0.7%, having tanked 29% on Friday after it provided a weak outlook for the current quarter. That selloff was the stock's worst session on record. Apple also slid, down 0.4% in premarket trading. The iPhone maker, which on Friday overtook Nvidia to become the world's largest company, is set to report its fourth-quarter earnings after Monday's closing bell. Okta added 3.1%. The cybersecurity company is set to replace Tylenol and Band-Aid maker Kenvue in the S&P 500 before trading begins on Wednesday. Palantir climbed 1.2%. The data analytics software developer is set to post its third-quarter earnings after the close. Write to George Glover at george.glover@dowjones.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.

Trump on Iran: We'll see about a deal, they want to make one.

Trump on Iran: We've knocked out two of their regimes.

TRUMP ON IRAN: WE'VE KNOCKED OUT TWO OF THEIR REGIMES

Pres Trump, When Asked If He Thinks The Elections Will Be Secure Says No

New Tesla sales in Spain rise 271% year-on-year in October. Tesla's TSLA new car sales in Spain rose 271.2% in October from the same month last year to 1,459 vehicles, registration data from industry group ANFAC showed on Monday. In the first ten months of the year, sales of Tesla cars in Spain increased 17.6% compared to the same period in 2025, while total sales of electrified vehicles, a category that includes both fully-electric vehicles and hybrids, grew by 37.6%.

Trump, asked if he thinks elections will be secure: No.

TRUMP, ASKED IF HE THINKS ELECTIONS WILL BE SECURE: NO

@themarketear: [转推] zerohedge reposted Gold is a shitty hedge. And the $19.5 billion liquidation tells you why this matters. [链接预览] Gold Is A Shitty Hedge

Estee Lauder Q1 2026 Earnings - Adj EPS: 72c (est 51c) - Net Sales: $3.72B (est $3.66B) - Makeup Rev: $1.05B (est $1.07B) - EUKEM Net Sales: $923M (est $916.1M) - Raises Fiscal 2027 FY Outlook On Sales - Sees FY EPS: $2.85 To $3.18 (prior $2.52 To $2.85) - Sees FY Adj EPS: $3.20 To $3.45 (prior $3.10 To $3.35) - Sees FY Net Sales: Up 5% To 6.5% (prior Up 3% To 5%) - Sees FY Organic Net Sales: Up 4% To 5.5% (prior Up 3% To 5%)

Loews Q3 2026 Earnings - Rev: $4.76B, Up 1.9% Y/Y - EPS: $1.50 vs $2.43 Y/Y

$L | Loews Q3 2026 Earnings - Rev: $4.76B, Up 1.9% Y/Y - EPS: $1.50 vs $2.43 Y/Y

$EL | Estee Lauder Q1 2026 Earnings - Adj EPS: 72c (est 51c) - Net Sales: $3.72B (est $3.66B) - Sees FY EPS: $2.85 To $3.18 (prior $2.52 To $2.85) - Sees FY Adj EPS: $3.20 To $3.45 (prior $3.10 To $3.35) - Sees FY Net Sales: Up 5% To 6.5% (prior Up 3% To 5%)

Sectors bracing for a pivot as US midterm elections loom. By Purvi Agarwal and Rashika Singh As the US midterm elections approach, Corporate America is bracing for a potential shift in the balance of power in Washington. In case of a strong Democratic showing, analysts and strategists say clean energy, housing and healthcare stocks could benefit, while AI, data center and defense names may draw greater scrutiny from lawmakers. The odds of a Democratic sweep stood at 72%, according to Polymarket, the world's largest prediction market, while that of the Republican Party holding on to the Senate and the Democratic Party winning the House of Representatives stood at 23%. The chances of Republicans retaining the Senate and the House are a poor 6%, while a Reuters/Ipsos poll showed President Donald Trump's approval ratings at a career low amid voter concerns over the cost of living and the war with Iran. Even a divided Congress would give Democrats more control over investigations and funding, but it would still have to overcome any veto from Trump. Investors are closely watching these sectors: POTENTIAL BENEFICIARIES OF A BLUE WAVE: CLEAN ENERGY A strong Democratic showing could reinforce expectations that federal support for clean-energy development will remain in place, analysts said, benefiting companies such as solar maker First Solar FSLR , residential solar installer Sunrun RUN , inverter maker Enphase Energy ENPH and clean-power developer NextEra Energy NEE . The Democratic-controlled Congress passed the Inflation Reduction Act in 2022, devoting hundreds of billions to climate and energy-security measures, including expanded tax credits for renewable energy, nuclear power and EVs. In case of a divided government, brokerage UBS sees room for bipartisan legislation to speed up energy and infrastructure approvals and expects nuclear power to get backing from both sides. Democrats plan to scrutinize the Trump administration's efforts to roll back emissions rules and could use the Congressional Review Act to overturn regulations that make it easier to sell gas-powered trucks and SUVs. Automakers Ford F , General Motors GM and Stellantis STLAM , which have scaled back EV plans and lobbied for looser rules, could face pressure. HOMEBUILDERS UBS said the Trump administration would continue to implement the 21st Century ROAD to Housing Act, which Congress passed in late June, to increase the availability of affordable single-family homes. If Democrats take both chambers, they could add affordability measures, including restrictions on large institutional landlords, though those would still face Trump's veto, UBS said. The PHLX Housing Index HGX has slipped close to 5% so far this year as the prospect of higher interest and mortgage rates weighs on the sector. SECTORS AT RISK FROM A BLUE WAVE: AI AND DATA CENTERS Analysts expect a Democratic majority to bring greater scrutiny of AI, potentially pressuring data-storage and memory names such as Micron Technology MU , Sandisk SNDK and Seagate STX , which have rallied this year. A slowdown in AI and data-center spending could also weigh on semiconductor-equipment makers AMAT , LRCX , KLAC , power providers CEG , VST and data-center builders PWR , VRT . A Democratic majority would be more likely to use subpoena powers to compel tech executives to testify under oath or hand over records related to harmful AI-agent behavior. Also, voters in at least 10 states could consider ballot measures that could impose new restrictions, permitting requirements or pauses on data-center development. Still, Societe Generale said the AI trade is likely to remain intact as Democrats are unlikely to secure a majority large enough to override a Trump veto and key federal agencies remain under Republican control. HEALTHCARE Healthcare faces a mixed outlook under a Democratic sweep, with greater scrutiny of Medicaid and Medicare Advantage plans potentially weighing on insurers, though TD Cowen sees limited risk of major industry changes and broad structural reform. The S&P 500 healthcare sector S5HLTH has jumped more than 19% this year to record highs, trailing only energy stocks, as investors rotated into defensive sectors amid market volatility. A Democratic-controlled House would heighten the possibility of raising taxes to fund a fiscal program that includes more health spending. "A Democratic sweep could create greater momentum behind measures targeting healthcare costs, consumer fees, prescription drug pricing and areas perceived to contribute to affordability concerns," said Magdalena Ocampo, market strategist at Principal Asset Management. DEFENSE Defense stocks rallied in January after Trump called for a $1.5 trillion military budget, above the approved $901 billion, but they have since surrendered most of those gains. A budget vote is unlikely before 2027. Democratic control of the House could bring military spending back under scruntiny, with analysts noting Congress has yet to appropriate funds for the multibillion-dollar contracts that big defense contractors signed to replenish stockpiles. However, with the Iran conflict showing no sign of ending, companies such as RTX RTX and Northrop Grumman NOC continue to see robust demand for arms, pushing their backlogs to record levels. FINANCIALS Morgan Stanley analysts said additional oversight under a Democratic outcome could slow the pace of regulatory easing, but was unlikely to derail it. A Democratic Congress last overhauled bank regulations with the 2010 Dodd-Frank law, which tightened capital rules, created a consumer watchdog and imposed new trading restrictions. A stronger GOP hand would support regulatory clarity and policy continuity. Keeping conditions favorable for mergers and acquisitions and sustaining capital markets activity are a big earnings driver for large banks, Barclays analysts said. Quarterly results from JPMorgan JPM , Citigroup C , Goldman Sachs GS and Wells Fargo WFC earlier this month suggested that a dealmaking and trading boom that powered record first-half earnings may be slowing. CRYPTOCURRENCIES Analysts say the election is unlikely to have a significant impact on cryptocurrency prices but will likely influence how quickly crypto legislation moves through Congress. The Senate failed in September to advance the Clarity Act amid Democratic opposition, and analysts say a Democratic-controlled Senate would make it harder for the crypto bill to be revived next year. Reuters has reported that Democrats in Congress are preparing investigations into crypto companies tied to Trump and his family, arguing the dealings present potential conflicts of interest. That could generate adverse headlines and legal risks for some publicly listed firms in the crypto and blockchain industries, attorneys told Reuters.

Weekly Recap: 75% of FY2027 shipments committed and Micron gets Buy. Micron Technology, Inc. (NASDAQ:MU) is benefiting from AI-driven DRAM and HBM shortages, with most 2027 shipments committed and bullish growth forecasts, despite cost-related share pressure and potential Chinese competition. It is advancing memory production, weighing buybacks, and navigating a union bonus dispute while funding Idaho housing. Previous Week Recap 2027 Shipments Mostly Committed : Micron said over 75% of fiscal 2027 shipments are committed, with allocation talks underway for 2028 and some customer deals extending past 2030. It could not say when DRAM supply will meet demand. InvestorPlace Bank of America Rates Buy : Bank of America rated Micron (MU) Buy, citing stronger memory supply visibility through 2027–28 and progress in HBM, DRAM and NAND. Long-term deals cover 35% of revenue, with a 50% target by 2030. 2 sources Shares Fall On Cost Concerns : Micron (MU) fell 5.81% to $879.98 on Oct. 30 as rising memory costs fueled demand concerns. Mobile and client products brought in $13.1 billion, 24.2% of fiscal Q4 revenue. 2 sources HBM And Memory Roadmap : Micron (MU) can build HBM stacks from four to 16 layers. It plans volume production of 1-delta DRAM in H2 2027, while G11 NAND may near 400 layers and double G9 bit capacity by year-end. 2 sources Projected Revenue And Margin Surge : A Social Capital chart projects Micron (MU) fiscal 2026 revenue at $133.2 billion, up 256% from fiscal 2025. GAAP gross margin is projected at 80.7%, versus negative 9% in fiscal 2023. Benzinga Potential December Buyback Program : Micron (MU) may launch a major shareholder-return program in December, when government funding restrictions expire and the chipmaker can resume stock buybacks. MarketWatch AI Tightens Memory Supply : Futurum CEO Daniel Newman said AI demand is tightening DRAM and HBM supply, boosting Micron’s pricing power. Shortages may last years, as Chinese rivals remain far from advanced HBM competition. Benzinga CXMT Plans HBM3E Production : Micron Technology (MU) may face increased competition from China’s CXMT, which plans to start limited HBM3E production within two months. Invezz Taoyuan Union Rejects Bonus Plan : Micron’s Taoyuan union overwhelmingly rejected its proposed global performance-linked bonus plan, effective fiscal 2027, and is seeking profit-sharing equal to 15% of operating profit. Benzinga Idaho Housing Investment : Micron (MU) committed $10.5 million to Idaho housing, including $2.5 million for Boise’s Lusk District and $8 million for 30 Mountain Home rentals and down-payment aid for up to 200 buyers. GlobeNewswire

Weekly Recap: Q1 earnings and outlook and data-center growth, QLC ramp. Sandisk Corporation (NASDAQ:SNDK) posted Q1 revenue of $11.03B, up 378%, and EPS of $49.51, guiding Q2 to $12.2B–$12.6B as shares fell over 10%. AI-driven demand and multi-year deals support growth, but supply risks threaten product ramps; RBC and Evercore cut targets. Previous Week Recap Q1 Revenue Surges, Shares Fall : Sandisk (SNDK) posted fiscal Q1 revenue of $11.03 billion, up 378%, and EPS of $49.51. It forecast Q2 revenue of $12.2–$12.6 billion and announced an 8-for-1 split; shares fell over 10% Friday. 3 sources Data-Center Growth, QLC Ramp : Sandisk reported data-center revenue of $4.8 billion, up 61% quarter over quarter. Its QLC product completed customer qualification and is ramping; fiscal-year TLC-to-QLC mix remains about 70:30. MarketBeat AI Storage Demand, Multi-Year Deals : Sandisk (SNDK) expects AI infrastructure to drive high-performance storage demand through 2027 and beyond. It also signed multi-year datacenter and edge deals that set purchase volumes and pricing. TradingView First HBF Die Taped Out : Sandisk (SNDK) taped out its first High Bandwidth Flash die and began fabrication. It expects to sample HBF-based products next year, targeting inference workloads. MarketBeat Shortages Threaten BiCS8 Ramp : Sandisk (SNDK) faces equipment and component shortages that could delay its BiCS8 ramp and enterprise SSD output, affecting factory use and planned cost cuts. GuruFocus Analysts Cut Price Targets : RBC Capital kept Sandisk (SNDK) at Sector Perform, cutting its price target to $1,400 from $1,600. Evercore ISI maintained Outperform but lowered its target to $2,500 from $2,800. TradingView

Weekly Recap: Marvell acquisition talks and products sold out through 2029. Lumentum Holdings, Inc. (NASDAQ:LITE) rose on reports of advanced acquisition talks with Marvell, though no deal has been agreed and discussions could fall through; its products are sold out through 2029. StoneX initiated coverage with a Buy rating and $1,200 target, as analysts forecast revenue growth and see near-packaged optics gaining traction in 2027–28. Previous Week Recap Advanced Marvell Acquisition Talks : Lumentum surged in after-hours trading on reports of advanced acquisition talks with Marvell. No agreement or terms have been disclosed, and discussions could still fall through. 3 sources Products Sold Out Through 2029 : Lumentum Holdings, Inc. (LITE) said its products are sold out through 2029. Analysts cited in the article forecast revenue of $6.3 billion this year and $10 billion next year. Invezz StoneX Initiates Buy Coverage : Lumentum shares climbed 7.99% after StoneX began coverage with a Buy rating and $1,200 target. Analyst Cody Acree sees near-packaged optics gaining traction in late 2027 or early 2028. GuruFocus

Weekly Recap: BorgWarner silicon carbide deal and yield, cost efforts. Wolfspeed Inc (NYSE:WOLF) won a multiyear BorgWarner deal for 1200V silicon-carbide devices, while March refinancing strengthened its capital structure as it works to improve yields and cut costs. Fiscal 2026 AI-data-center revenue more than doubled, alongside Bay Area expansion and TSiC sales targeting AR optics and quantum computing. Previous Week Recap BorgWarner 1200V SiC Supply Deal : Wolfspeed (WOLF) signed a multiyear deal to supply BorgWarner with 1200V silicon carbide devices for its next-generation 800V inverter platform, targeting future EV and power-conversion uses. BusinessWire Yield Gains And Refinancing : Wolfspeed is working to boost production yields and cut unit costs while maintaining quality. CEO Feurle said a March refinancing strengthened its capital structure and lowered its cost of capital. MarketBeat AI Data Center Revenue Doubled : Wolfspeed (WOLF) said fiscal 2026 revenue from AI data centers more than doubled year over year. The company expanded its San Francisco Bay Area presence to support customer ties. MarketBeat TSiC Transparent SiC Sales Begin : Wolfspeed (WOLF) began commercial sales of transparent silicon carbide under its TSiC brand, targeting augmented-reality optics and quantum-computing applications. ForkLog

Weekly Recap: Q3 earnings miss estimates and 2026 capex forecast narrowed. Amkor Technology, Inc. (NASDAQ:AMKR) reported Q3 revenue and EPS below estimates as component shortages and shifting customer builds weighed on communications and consumer demand, with both segments expected to decline sequentially in Q4. Advanced-packaging ramps and Arizona expansion are driving heavy investment and negative free cash flow. Previous Week Recap Q3 Revenue Misses Estimates : Amkor reported Q3 2026 revenue of $1.991 billion, up 0.2% year over year but below estimates. EPS rose to $0.76, also short of estimates. Q4 revenue outlook: $1.9–$2 billion; EPS: $0.65–$0.75. 3 sources 2026 Capex Forecast Narrowed : Amkor narrowed its 2026 capital spending forecast to about $2.5 billion, mainly for advanced packaging, test equipment and its Arizona site. Phase I remains on track for completion by late 2027. 3 sources Advanced Packaging Programs Ramp : Amkor said a hyperscaler high-density fan-out CPU program began ramping in Q3. Two 2.5D packaging programs for networking and data centers are expected to launch in Q4. Benzinga Communications And Consumer Markets Weaken : Amkor Technology said component shortages and changing customer build patterns pressured communications and consumer markets, forecasting sequential fourth-quarter revenue declines in both segments. MarketBeat Expansion Drives Negative Free Cash Flow : Amkor Technology (AMKR) posted higher nine-month results, while Arizona construction and advanced-packaging expansion lifted capital spending and drove free cash flow negative. Quartr

Weekly Recap: Q3 revenue surge and $40 billion equipment financing. Space Exploration Technologies Corp (NASDAQ:SPCX) is accelerating an AI-led expansion after Q3 revenue surged 161%, funding data centers and chip capacity through major deals as it develops Terafab, orbital computing and broader connectivity. It is weighing a Tesla combination and seeking approval for more Starship launches. Previous Week Recap Revenue Surges, AI Spending Climbs : SPCX’s Q3 2026 revenue surged 161% year over year to $14.58 billion, with $4.4 billion net income. AI revenue hit $7.56 billion; Q4 capital spending is forecast at $35–40 billion. 3 sources Apollo-Managed $40 Billion Equipment Financing : SPCX agreed to about $40 billion in GPU and data-center equipment financing through an Apollo-managed entity. Leases will exceed five years, with deliveries expected to begin in early 2027. 3 sources Terafab Targets 2027 Test Chip : SpaceX and Tesla are developing Terafab with Intel, but funding shares remain unresolved. The project targets its first test chip in mid-2027 and volume production in Q3 2028. Stocktwits Committees Explore Potential Merger : SPCX and Tesla appointed independent committees to explore a merger or closer business combination. No terms are agreed, and any deal would require board and shareholder approval. 3 sources Chip Financing Amid Bond Pressure : Space Exploration Technologies Corp (SPCX) priced a $40 billion private chip financing deal as its corporate bonds came under pressure amid investor scrutiny of debt-funded AI and technology spending. MarketWatch Boost Mobile Network Deal Discussed : SPCX reportedly discussed acquiring Boost Mobile or accessing its network, potentially combining Starlink satellite coverage with terrestrial wireless service. Neither company commented. Reuters Orbital Data Centers Target 2027 : SpaceX (SPCX) plans orbital data-center launches in late 2027 and operations by mid-2028, contingent partly on reusable Starship. Flight 15 is expected within weeks, with a dual catch attempt. Invezz Pimco Buys $4 Billion Debt : Bloomberg reported Pimco bought $4 billion in SpaceX debt securities as part of a major financing package tied to the company’s AI operations. Reuters Sequoia Partner Forecasts Explosive Growth : A Sequoia partner forecast SpaceX revenue of $51.5B in 2026, $273.8B in 2027 and $731.1B in 2028, driven by AI computing, Starlink and Direct to Cell. The estimate carries uncertainty. Stocktwits FAA Reviews Starship Launch Increase : SPCX urged modernized airspace management to support more launches. The FAA is reviewing its proposal to raise annual Starship launches from Texas Starbase from 25 to 456. Benzinga

Weekly Recap: Record revenue, lower profits and analyst price-target cuts. Robinhood Markets, Inc. Class A (NASDAQ:HOOD) logged record revenue but lower profit and crypto sales, prompting a share slide, target cuts and an Ohio event-contract halt. UK, Dubai and product partnerships fuel expansion as ARK bought shares and StoneX called the selloff excessive. Previous Week Recap Record Revenue, Falling Net Income : Robinhood (HOOD) posted record Q3 revenue of $1.42 billion, up 12% year over year, but net income fell 14% to $476 million. Crypto revenue dropped 55% to $120 million; shares fell. 3 sources Analysts Cut Targets After Results : HOOD fell Wednesday toward a three-month low after analysts cut price targets following Q3 results. Wells Fargo cited lower take rates; Truist pointed to weaker equity, options and crypto volumes. Stocktwits Ohio Orders Sports Contracts Halt : Robinhood (HOOD) said Ohio regulators ordered it to halt sports event contracts. The company agreed to stop offering new contracts in the state by Nov. 2 as related appeals proceed. 2 sources UK Trading Launch, Dubai Approval : HOOD launched crypto trading in the UK and secured Dubai authorization for trading and custody, with products planned for 2027. Robinhood also partnered with Ripple on its RLUSD stablecoin. 3 sources Targets Cut Amid Weaker Trading : Needham cut Robinhood’s price target to $116 from $126, keeping a Buy rating, as October trading volumes trailed the third-quarter average. Scotiabank lowered its target to $124 from $136. Benzinga Crypto.com Event Contracts Join App : Robinhood agreed to add event contracts from Crypto.com’s OG prediction market to its app and take minority stakes in both firms. Its Rothera exchange remains the primary venue for event contracts. Benzinga Uniswap Selects Robinhood For TJAR : Robinhood Markets (HOOD) is the first partner for Uniswap Labs’ open-source TJAR fee tool, which converts fees from supported chains into USDC and USDG. 2 sources ARK Buys $9.1 Million Shares : • Cathie Wood’s ARK Investment Management bought about $9.1 million of Robinhood Markets, Inc. Class A (HOOD) shares on Wednesday across three exchange-traded funds. Stocktwits StoneX Calls Earnings Drop Excessive : StoneX kept its Buy rating and $170 target on HOOD, calling its post-earnings drop excessive. Analyst Mark Palmer said EPS would have beaten consensus by $0.60 excluding a fund loss. Benzinga Earn Opens With USDG Lending : Robinhood opened its Earn feature to all eligible users, offering USDG lending via a Morpho vault on Robinhood Chain. Users earn interest and rewards; withdrawals depend on vault liquidity. Binance News

Weekly Recap: Q4 revenue rises 34%, $10.6B outlook and capacity expansion. Coherent Corp. (NYSE:COHR) reported Q4 revenue up 34% to $2.05 billion and forecast further growth, while planning a major expansion of indium phosphide capacity. Shares rose after StoneX initiated a Buy rating, despite Morgan Stanley and B. Riley trimming their price targets. Previous Week Recap Strong Q4 Revenue, Growth Outlook : Coherent (COHR) reported Q4 revenue of $2.05 billion, up 34% year over year, and net income above $241 million. It forecast Q1 revenue near $2.3 billion and full-year revenue of $10.6 billion. Invezz Indium Phosphide Capacity Expansion : Coherent (COHR) plans to double indium phosphide capacity in the September quarter and more than double it again by end-2027, expanding sites in Texas and Sweden. Zurich production is due in H1 2027. GuruFocus Analysts Cut Price Targets : Morgan Stanley kept Coherent Corp. (COHR) at Equal-Weight but cut its price target to $325 from $375. B. Riley maintained Neutral, lowering its target to $262 from $297. TradingView StoneX Buy Coverage Lifts Shares : Coherent Corp. (COHR) rose 5.16% intraday after StoneX began coverage with a Buy rating and a $425 price target. Shares gained about 3% in Monday morning trading. GuruFocus

Weekly Recap: 12-satellite capacity LOI and QS7001 V1 passes tests. SEALSQ Corp. (NASDAQ:LAES) signed a binding letter of intent for about $15 million in satellite capacity and services, pending final agreements and board approval, while its QS7001 V1 passed tests ahead of a planned 2027 certification. Previous Week Recap Binding 12-Satellite Capacity LOI : SEALSQ (LAES) signed a binding letter of intent to acquire capacity on 12 satellites and related services for about $15 million over 18 months. The deal requires final agreements and board approval. 2 sources QS7001 V1 Passes EAL5+ Tests : SEALSQ (LAES) said its QS7001 V1 passed physical and functional tests for Common Criteria EAL5+ evaluation. Site audits are set for January 2027, with formal certification targeted for 2027. 2 sources

Weekly Recap: Secures $49 million funding and appoints Peter Hopper to board. FuelCell Energy, Inc. (NASDAQ:FCEL) secured $49 million in U.S. Export-Import Bank-supported financing to deliver five fuel cell power blocks to a South Korean customer as it pursues data-center growth. The company appointed digital infrastructure investor Peter Hopper to its board and granted him 2,231 restricted stock units. Previous Week Recap Financing Reaches $49 Million : FCEL completed the second tranche of U.S. Export-Import Bank-supported financing, bringing total funding to $49 million for delivery of five fuel cell power blocks to a South Korean customer. 3 sources Peter Hopper Joins Board : FuelCell Energy appointed Peter Hopper, a digital infrastructure and investment executive with 25 years of experience, to its board as the company advances its strategy to power data centers. 3 sources Peter Hopper Granted RSUs : FuelCell Energy, Inc. (FCEL) granted Peter Hopper 2,231 restricted stock units. TradingView

Weekly Recap: Q3 results beat estimates and committees weigh SpaceX tie. Tesla, Inc. (NASDAQ:TSLA) beat Q3 earnings estimates as subscriptions, backlog and margins improved, though deliveries and profits weakened amid intensifying EV competition. Investors also weighed a possible SpaceX combination with no agreed terms, while Tesla began Optimus production. Previous Week Recap Q3 Revenue Beats Estimates : Tesla (TSLA) posted Q3 revenue of $28.05 billion and adjusted EPS of $0.48, beating the $0.43 estimate. Deliveries fell 2% to 486,532; operating income dropped 56% to $718 million. 3 sources Tesla–SpaceX Tie Under Review : Tesla (TSLA) said independent committees are weighing a closer tie with SpaceX, possibly a merger; no terms are set. Any deal needs board, committee and shareholder approval. 3 sources FSD Subscriptions Surge 67% : Tesla’s Q3 FSD subscriptions rose 67% year over year to 1.74 million. Deliveries topped 480,000 for a second quarter, backlog hit a four-year high, and automotive margins improved. 3 sources Barclays Upgrades Tesla Shares : Tesla shares rose 5.21% to $391.62 Monday after Barclays upgraded the stock to Overweight and raised its target to $450 from $370. Q3 revenue was $28.1 billion; net income fell 44% year over year. 3 sources ARK Models Share Swap Returns : ARK modeled a no-premium Tesla–SpaceX share swap, estimating Tesla holders would own about 42% after dilution and see 3.8-fold returns. Boards are reviewing a deal; Musk said terms aren’t agreed. 2 sources Tesla–SpaceX Combination Evaluated : - Elon Musk confirmed that Tesla, Inc. (TSLA) and SpaceX are evaluating a potential combination that could create a company valued at about $3.5 trillion. Benzinga Four-Year Order Backlog High : - Tesla, Inc. (TSLA) said in October that its passenger-vehicle order backlog at the end of the third quarter was its largest in four years. Reuters Regulatory Scrutiny May Complicate Merger : Bank of America said Chinese regulatory scrutiny could complicate a Tesla–SpaceX merger, given Tesla’s major Shanghai factory and SpaceX’s U.S. defense ties. No deal terms have been agreed. 2 sources Optimus High-Volume Production Begins : Tesla (TSLA) began early-stage Optimus robot production on a high-volume line in Fremont. It expects at least a year to reach 20,000 units weekly, with a goal of one million units. 2 sources Tesla U.S. EV Share Declines : Investor Gary Black says Tesla’s U.S. EV market share fell from about 80% in 2020 to 52% today as rivals gain ground. He urged stronger marketing, warning further losses could pressure its valuation. Benzinga

Weekly Recap: Record Q3 revenue and $1 billion buyback authorization. Monolithic Power Systems, Inc. (NASDAQ:MPWR) posted record Q3 revenue and forecast further growth, while expanding buybacks and drawing upbeat analyst calls. New power solutions for data centers, autos and robotics could underpin future momentum as the company appoints new finance leaders. Previous Week Recap Record Q3 Revenue, Higher Forecast : Monolithic Power Systems (MPWR) posted record Q3 2026 revenue of $1.202 billion, up 63.1% year over year, and adjusted EPS of $8.19. It forecast Q4 revenue of $1.315 billion to $1.385 billion. 3 sources Expanded $1 Billion Buyback Authorization : Monolithic Power Systems repurchased $453.4 million of stock in the third quarter. Its board authorized another $500 million in buybacks, bringing the current repurchase authorization to $1 billion. 2 sources Analysts Reaffirm, Upgrade Buy Ratings : Truist reaffirmed its Buy rating on Monolithic Power Systems and raised its price target. Rosenblatt upgraded MPWR to Buy from Neutral and also lifted its target. TradingView New CFO And Accounting Chief : Monolithic Power Systems named Tony Balow CFO and Robert Dean chief accounting officer, effective Oct. 29, 2026. Balow was VP of finance; Dean served as interim CFO since February 2026. 3 sources 800-Volt Data Center Power Sampling : Monolithic Power Systems is sampling gallium-nitride and silicon-carbide solutions for 800-volt data centers. Initial architecture ramps are expected in late 2027, with broader activity in 2028. MarketBeat Automotive Orders, Robotics Product Ramp : MPWR received its first orders for 48-volt automotive power solutions, with related design wins expected to support 2027 growth. It also began ramping robotics products across multiple regions. MarketBeat

Weekly Recap: Targets reaffirmed and $664 billion cloud backlog scrutiny. Oracle Corporation (NYSE:ORCL) is betting on a $664 billion cloud and AI backlog, major capacity additions and expanded Nvidia, OpenAI and other technology partnerships to reach ambitious 2030 targets. But plans for up to $95 billion in fiscal 2027 spending have raised funding and return questions, contributing to volatile shares. Previous Week Recap Long-Term Targets, Shares Volatile : Oracle reaffirmed FY2027 revenue guidance of at least $90 billion and adjusted EPS of $8.10. It targets over $225 billion in FY2030 revenue and $21 adjusted EPS. Shares rose 11%, then fell 4%. 3 sources Cloud Backlog Raises Funding Questions : Oracle (ORCL) reported a $664 billion cloud and AI backlog, with OpenAI estimated to account for about half. Investors seek details on funding needs, financing costs and contract returns. 2 sources Capacity Expansion, 2027 Deliveries : Oracle (ORCL) has contracted backlog for about 7 gigawatts of added capacity and targets 10 gigawatts by fiscal 2028. Texas and New Mexico customer deliveries are due to start in early 2027. Invezz Nvidia Vera Rubin OCI Partnership : Oracle expanded its Nvidia partnership to deploy Vera Rubin AI systems at multi-gigawatt scale in OCI. Shares rose about 4.5% after the announcement; financial terms were not disclosed. 3 sources Fiscal 2027 Capital Spending Plan : - Oracle Corporation (ORCL) management aims to fund an estimated $90 billion to $95 billion in capital spending for fiscal 2027. GuruFocus Capital Infusion Cap, Swaps Improve : Oracle Corporation (ORCL) said it plans to limit capital infusions to $20 billion over the next few years. Its credit default swaps subsequently improved. Stocktwits Scotiabank Cuts Oracle Price Target : Oracle shares fell about 3% after Scotiabank lowered its price target to $205, maintaining Sector Outperform. The bank cited Oracle’s funding plans and reiterated 2030 revenue and earnings guidance. GuruFocus OpenAI Deploys Vera, GPT-6 Astra : OpenAI is bringing NVIDIA Vera CPUs to Oracle Cloud Infrastructure for agentic sandbox workloads. It also trained and served GPT-6 Astra on an OCI Supercluster with over 100,000 Blackwell GPUs. GlobeNewswire Cerebras and Intel Cloud Expansion : Oracle (ORCL) plans to add Cerebras AI inference to its cloud in 2027 and expand Intel Xeon capacity through a multiyear deal, including processors for planned OCI X14 offerings. 3 sources UBS Reaffirms Buy, Funding Outlook : UBS kept its Buy rating and $250 target for Oracle after its investor day. Oracle beat investor expectations, posted free cash flow early and said it expects no new financing beyond fiscal 2027/28. dpa-AFX

Weekly Recap: Zero Q3 Revenue and MST Programs, IQE Partnership. Atomera Incorporated (NASDAQ:ATOM) reported zero Q3 revenue and a $6 million GAAP loss, with $34.8 million in cash and short-term investments. Despite the setback, customer programs advanced in Gate-All-Around, memory and GaN, including wafers in process, an IQE development pact and a DRAM transistor demonstration. Previous Week Recap Zero Revenue, Wider Losses : Atomera (ATOM) reported zero Q3 2026 revenue, down from $11,000 a year earlier. Net loss widened to $6.006 million; cash and short-term investments totaled $34.8 million at September 30. 3 sources MST Programs, IQE GaN Partnership : Atomera said two customer programs are processing silicon with its MST technology, while a third remains in evaluation. It is also partnering with IQE to develop GaN-on-silicon wafers. 3 sources Expanded Programs, Zero Revenue : Atomera expanded Q3 customer programs in Gate-All-Around, memory and GaN, and signed a manufacturing-development agreement with IQE. Revenue was zero; GAAP net loss reached $6 million. Quartr Three Gate-All-Around Engagements : Atomera (ATOM) expanded gate-all-around customer engagements to three, with foundries and next-gen memory designers showing interest in its nanoscale diffusion-blocking technology. 2 sources MST Wafers On Track : Atomera (ATOM) and a major analog and power maker are running wafers to test MST for the customer’s next device node. The program remains on track. MarketBeat MST Enables Next-Generation DRAM : Atomera Incorporated (ATOM) demonstrated an application of its Mears Silicon Technology to enable next-generation dynamic random-access memory (DRAM) transistors. TradingView

Weekly Recap: Q3 revenue and earnings growth and equipment spending. ASE Technology Holding Co Ltd (NYSE:ASX) reported Q3 2026 revenue up 44.8% year over year to NT$244.16 billion, with adjusted EPS beating estimates and gross margin improving to 22.1%. It spent US$2.104 billion on equipment, but offered no outlook for future quarters or the full year. Previous Week Recap Q3 Revenue Surges 44.8% : ASE Technology (ASX) posted Q3 2026 revenue of NT$244.16 billion, up 44.8% year over year, and net income of NT$26.996 billion. Adjusted EPS of $0.37 beat estimates; gross margin rose to 22.1%. 3 sources Q3 Equipment Spending Breakdown : ASE Technology (ASX) reported third-quarter equipment spending of US$2.104 billion, including US$991 million for packaging and US$1.067 billion for testing. PR Newswire No Specific Financial Guidance : • ASE Technology Holding Co Ltd (ASX) did not provide specific guidance for future quarters or full-year results in its press release. Reuters

Weekly Recap: Q1 results and Mozaic approval, Azure qualification. Seagate Technology Holdings PLC (NASDAQ:STX) reported Q1 revenue up 61% to $4.23 billion and forecast $4.8 billion for Q2, while Broadcom and Microsoft Azure qualified its HAMR Mozaic drives. But Summit Insights downgraded the stock amid 2027 sector concerns, analysts cut targets, and Rep. Kevin Hern disclosed a share sale. Previous Week Recap Strong Q1 Results, Q2 Outlook : Seagate (STX) posted fiscal Q1 2027 revenue of $4.23 billion, up 61% year over year, and adjusted EPS of $7.68. It forecast Q2 revenue of $4.8 billion and EPS of $9.20. 3 sources Broadcom, Azure Qualify Mozaic Drives : Seagate (STX) said Broadcom approved its HAMR-based Mozaic drives as the first and only SMR drives for its host bus adapter. Microsoft Azure also qualified the setup for hyperscale data centers. Benzinga Summit Insights Cuts Rating : Summit Insights cut Seagate (STX) to Hold, citing a weaker storage-industry outlook for 2027 and expectations that sector outperformance will ease. Stocktwits Mixed Analyst Price Target Revisions : Analysts cut Seagate (STX) price targets over slower exabyte shipment growth, potential supply gains as Western Digital advances HAMR, and valuation. Baird raised its target to $1,350 from $1,080. Stocktwits Kevin Hern Reports Seagate Sale : Rep. Kevin Hern reported selling $15,000–$50,000 in Seagate Technology (STX) shares on Oct. 23, 2026. He has reported only sales of STX stock since 2018. Benzinga

Weekly Recap: Revenue growth and gas turbine order surge. GE Vernova Inc. (NYSE:GEV) posted surging third-quarter revenue, orders and gas-turbine demand, prompting higher 2026 guidance as it anticipates steeply higher turbine prices. HSBC upgraded the stock, while the planned Trench Group acquisition is set to bolster grid technology capabilities. Previous Week Recap Revenue Growth, Outlook Raised : GE Vernova reported third-quarter revenue up 27%, adjusted EPS of $4.81 and orders up 96%. Backlog reached $197 billion; the company raised its 2026 revenue and free-cash-flow outlook. 3 sources Gas Turbine Orders Surge : - GE Vernova Inc. (GEV) reported 112 Power gas turbine orders in the third quarter, up from 29 in the same quarter a year earlier. Power segment revenue increased 25%, while EBITDA nearly doubled. TradingView HSBC Upgrades GE Vernova : HSBC upgraded GE Vernova to Buy from Hold and raised its price target to $1,100 from $1,040, citing gas demand, higher pricing, gas and grid deliveries, and reduced risks in its wind business. 2 sources Turbine Prices Set To Rise : GE Vernova CEO Scott Strazik expects 2026 gas turbine order prices per kilowatt to rise about 50% from 2025, with actual pricing varying by product mix. Benzinga Trench Group Deal, Vineyard Commissioning : GE Vernova Inc. (GEV) is targeting a late-2027 closing for its acquisition of the Trench Group. Vineyard Wind turbines have been installed, with the remaining commissioning expected in early 2027. TradingView Acquisition Boosts Grid Technology : GE Vernova Inc. (GEV) CEO Scott Strazik said the acquisition will strengthen the company’s Electrification segment and its ability to supply customers with high-voltage grid technology. EQS

Weekly Recap: Q1 earnings beat and cloud sales, cash flow forecast. Microsoft Corporation (NASDAQ:MSFT) beat Q1 estimates as revenue rose 19% and Azure grew 48%, with cloud and AI demand underpinning an upbeat outlook. As it develops its own AI models and Maia 300 chip while loosening its OpenAI ties, consumer weakness and workforce scrutiny remain headwinds. Previous Week Recap Q1 Revenue Beats, Azure Soars : Microsoft (MSFT) posted Q1 revenue of $92.28B, up 19%, and adjusted EPS of $4.89, beating estimates. Azure grew 48%; Q2 revenue is forecast at $96B–$97.1B, with spending above $50B. 3 sources Cloud Forecast, Positive Cash Flow : Microsoft Corporation (MSFT) issued an optimistic forecast for current-quarter cloud-services sales and said it expects to generate positive free cash flow in its fiscal year ending June 2027. 2 sources Voluntary Staff Exit Offer : Microsoft (MSFT) offered eligible staff in the U.S., Canada, India and U.K. voluntary exits, with departures set for Dec. 31. Up to 3,000 may accept, after July plans to cut 4,800 jobs. 3 sources Analysts Raise Price Targets : Analysts raised Microsoft price targets, citing cloud growth, improving infrastructure efficiency and rising AI and Copilot demand; ratings were unchanged. 3 sources Green-Card Sponsorship Suspended : The U.S. suspended Microsoft’s eligibility for a federal green-card sponsorship program, alleging it laid off U.S. workers while hiring lower-paid foreign staff. Microsoft denied the claim. Binance News Microsoft, OpenAI Loosen Partnership : Microsoft and OpenAI loosened their partnership, making it easier for OpenAI to work with other partners. Microsoft is building its own AI models, while its revenue-sharing payments are capped. Reuters OpenAI Deals Generate $10B : Microsoft Corporation (MSFT) reported $10 billion in revenue from its commercial arrangements with OpenAI for the three months ended September 30. Binance News Devices and Consumer Revenue Falls : Microsoft (MSFT) reported a 3% revenue decline in its Devices and Consumer segment in fiscal Q1, as weakness in Xbox, Windows and devices was compounded by higher PC prices amid rising memory costs. 2 sources BNP Paribas Maintains $604 Target : BNP Paribas kept its Outperform rating and $604 target on Microsoft ahead of Oct. 28 earnings, citing broader Copilot rollouts and potential Azure growth acceleration. 2 sources Maia 300 Chip Targets 2027 : Microsoft is developing proprietary AI models and its Maia 300 chip, with deployment planned for 2027. CEO Satya Nadella aims to match leading models within months at lower training costs. AFP

Weekly Recap: Q3 sales rise 17.9% and Q4 outlook cites demand-led growth. STMICROELECTRONICS NV-NY - ADR (NYSE:STM) grew Q3 revenue 17.9% to $3.76 billion, with gains across segments, and forecast $4.15 billion for Q4 as tight supply supports selective price increases. Growth spans industrial, communications and silicon carbide, while a manufacturing overhaul targets over 400 basis points of structural margin improvement by 2028. Previous Week Recap Revenue Rises; EPS Misses : STM’s Q3 2026 revenue rose 17.9% year over year to $3.76 billion. Adjusted EPS of $0.37 missed estimates, while operating income beat. Q4 revenue guidance is $4.15 billion, ±3.5%. 3 sources Q4 Revenue Forecast $4.15 Billion : STMICROELECTRONICS NV-NY - ADR (STM) forecast fourth-quarter revenue of $4.15 billion and cited demand-led growth and manufacturing reshaping in its margin outlook. Quartr RF And Optical Lead Growth : STMicroelectronics (STM) reported year-over-year third-quarter revenue growth across all segments, led by RF and Optical Communications, up 46%, and Embedded Processing, up 24%. 2 sources Selected Product Prices Rising : STM is raising prices on selected products due to tight supply and higher input costs. CFO Lorenzo Grandi said prices may stay stable or edge up next year. Reuters Industrial Revenue Climbs 40% : STM reported 40% year-over-year industrial revenue growth. Management sees automotive adding to growth in 2027 and expects another year of strong silicon-carbide growth, including beyond EVs. Benzinga Manufacturing Overhaul Targets Margin Gains : STM expects its manufacturing overhaul to boost structural gross margin by more than 400 basis points, with gains targeted for late 2027 or early 2028 as production shifts to newer sites. MarketBeat Strong Cash Flow; Buybacks : STM reported Q3 free cash flow of $351 million and operating cash flow of $1.02 billion. It paid $83 million in dividends and bought back $91 million of shares. GlobeNewswire Leadership Changes Set For 2027 : STM announced leadership changes effective Jan. 1, 2027. Rémi El-Ouazzane will become CTO, while Marco Cassis takes the chief strategy role. New reportable segments also begin Jan. 1. 3 sources Satellite Outlook; NVIDIA Robotics Work : STM expects satellite revenue in 2027 to match or exceed 2026, with capacity limiting growth. It is also working with NVIDIA on robotics using ST sensors, microcontrollers and imaging products. Benzinga Settles $750 Million Convertible Bonds : STMicroelectronics (STM) settled its $750 million convertible bonds due 2027, paying $750 million in cash and issuing about 4.2 million treasury shares. GlobeNewswire

Weekly Recap: Q3 revenue misses forecasts and analysts cut price targets. Alphabet Inc. Class C (NASDAQ:GOOG) is ramping up AI investment and monetization—from Gemini’s billion users and expanding AI search ads to a $300 billion spending plan—while funding infrastructure and deepening chip and model partnerships. But revenue missed forecasts, shares slid and analysts cut targets, despite strong Cloud growth. Previous Week Recap Revenue Miss Spurs Selloff : Alphabet (GOOG) reported Q3 revenue of $127.58 billion, up 25% but below forecasts, and EPS of $2.12. Cloud revenue more than doubled; shares fell about 12.6% after results. 3 sources Analysts Cut Price Targets : After quarterly results, analysts lowered GOOG price targets, including Oppenheimer to $355 from $440, JPMorgan to $375 from $425 and BofA to $380 from $430. Needham held its $450 target. 3 sources Gemini Reaches One Billion Users : Alphabet Class C (GOOG) said Gemini reached 1 billion users by quarter-end. Its first-party model APIs processed nearly 32 billion text tokens per minute, over four times the year-earlier volume. 2 sources Alphabet Backs Anthropic Funding : Alphabet invested $10 billion in Anthropic’s Series H and committed up to $20 billion more through 2030. It may also buy up to $10 billion in Anthropic shares at a potential IPO. Invezz Plans $300 Billion Spend : Alphabet Inc. Class C (GOOG) plans to spend $300 billion next year. CNBC TV18 Euro Bonds Fund AI Infrastructure : Alphabet (GOOG) launched a seven-tranche euro bond sale, with maturities of two to 19 years, to help fund AI infrastructure. The 19-year notes were marketed at 205–210 basis points over mid-swaps. 2 sources Ives Reaffirms Alphabet Outperform Rating : Dan Ives maintained an Outperform rating and $400 target on Alphabet Class C, citing Google Cloud growth, AI capacity, Search monetization and expected revenue from custom-chip agreements in 2027. Benzinga Gemini 4 Carbon Targets Cybersecurity : Google launched Gemini 4 Carbon, an AI model for cybersecurity and software development. The model topped an industry index; access is limited to selected experts as safeguards are tested. 2 sources OpenAI Weighs Alphabet Chip Deal : Alphabet (GOOG) is in talks for OpenAI to buy its AI chips, including TPUs, reports say. Terms are still under discussion, with no deal announced or financial details disclosed. 3 sources AI Search Formats Expand Advertising : Alphabet (GOOG) said AI Mode and AI Overviews are monetized at scale, with more than 50 billion visual searches monthly. It plans to expand ads across these AI-powered formats. Stocktwits

Weekly Recap: AI financing and quarterly losses, shares down over 30%. IREN Limited (NASDAQ:IREN) secured six-lender financing to refinance revenue-generating AI infrastructure and free capital for expansion, despite three consecutive unprofitable quarters and a share drop of more than 30% in a month. B. Riley Securities kept its Buy rating but cut its price target to $64 from $91. Previous Week Recap AI Infrastructure Equipment Financing : IREN secured equipment financing from a six-lender syndicate to refinance revenue-generating AI infrastructure, freeing capital for AI compute expansion. 3 sources Profitless Quarters, Shares Fall : IREN reported no profit in each of the past three quarters, while its shares fell more than 30% over the month. 2 sources B. Riley Lowers Price Target : B. Riley Securities maintained its Buy rating on IREN Limited (IREN) and lowered its price target to $64 from $91. TradingView