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BWX Technologies 3Q Net $101.7M >BWXT

BWX Technologies 3Q Rev $953M >BWXT

BWX Technologies 3Q Adj EPS $1.26 >BWXT

BWX Technologies Sees FY Adj EPS $4.72-Adj EPS $4.77 >BWXT

BWX Technologies 3Q EPS $1.11 >BWXT

$PLTR Palantir Q3 2026 Earnings Adj. EPS $0.44, est. $0.41 Rev. $2.31B, est. $2.17B Sees Q4 rev. $2.65B, est. $2.46B Sees FY rev. $8.53B, saw $8.15B to $8.16B Sees FY adj. oper profit $5.25B, est. $4.79B

$FANG | Diamondback Energy Q3 Earnings: • Adj EPS: $5.86 (est $5.73) • Sees Q4 CapEx: $1.00B To $1.05B (est $999.2M) • Sees FY Production: 524 Mboe/d, Saw Above 522 Mboe/d • Sees FY CapEx: $3.95B To $4.00B, Saw Around $3.9B

Harmonic Inc. (HLIT) Raises FY 2026 Revenue Outlook to $545M–$555M. Q3 2026 revenue rose 64% year over year to $148.8M. Harmonic raised its FY 2026 revenue outlook to $545M–$555M; no prior outlook comparison was provided. Material Details # Detail AI Analyst View 1 FY 2026 revenue outlook raised to $545M–$555M Higher full-year expectations can support estimates; the prior outlook was not stated in the release. 2 Q3 revenue rose 64% YoY to $148.8M Strong growth versus the year-ago quarter; the release says revenue was well above the high end of guidance. 3 Rest-of-Market revenue more than doubled YoY This business drove growth and reached a record 46% of total revenue, indicating a larger contribution to the revenue mix. 4 Video business sale closed for $137.9M at closing The completed divestiture leaves Harmonic operating as a pure-play broadband company; post-closing adjustments remain subject to finalization. Context by AI Analyst This is an early confirmation of growth in Harmonic's post-divestiture broadband business, with Rest-of-Market revenue leading the quarter. Further evidence that growth and profitability can continue, alongside finalization of the Video sale adjustments, would strengthen the case for a larger catalyst. Based on the original press release from Harmonic Inc. distributed by PR Newswire.

Keysight Technologies, Inc. (KEYS) Names Jason Kary CFO Effective December 18. Keysight appointed Jason Kary as CFO effective December 18, 2026, succeeding Neil Dougherty, who will serve in an advisory capacity during fiscal 2027. The company is not updating its previously provided Q4 FY2026 outlook. Material Details # Detail AI Analyst View 1 Jason Kary appointed CFO, effective Dec. 18, 2026 A leadership transition in a key financial role may affect investor views of execution and financial stewardship. 2 Neil Dougherty remains as adviser for fiscal 2027 The planned advisory period provides continuity during the CFO handover. 3 Q4 FY2026 outlook unchanged; results due Nov. 19 No new guidance signal was provided; the scheduled results release is the next financial update. Context by AI Analyst This is a planned leadership transition, with the outgoing CFO staying on in an advisory role through fiscal 2027. Investors will next look to the November 19 Q4 FY2026 results for financial updates. Based on the original press release from Keysight Technologies, Inc. distributed by BusinessWire.

Ichor Holdings, Ltd. (ICHR) Reports Q3 Revenue of $328.7M, Diluted EPS of $0.55. Ichor reported Q3 2026 revenue of $328.7M, net income of $20.9M and diluted EPS of $0.55, versus Q2 revenue of $294.8M and EPS of $0.03 and year-earlier revenue of $239.3M and EPS of $(0.67). Material Details # Detail AI Analyst View 1 Q3 revenue $328.7M vs. $294.8M in Q2 Revenue increased sequentially; the release also says it was up nearly 50% from Q4 2025. 2 Q3 net income $20.9M vs. $1.0M in Q2 Profitability improved sharply sequentially, following a year-earlier net loss of $22.9M. 3 Q3 diluted EPS $0.55 vs. $0.03 in Q2 EPS rose sequentially from a low base and was $(0.67) in Q3 2025. 4 Q3 cash fell $43.0M to $213.5M Operating cash use and investment in working capital reduced cash despite reported net income. 5 Q4 outlook: sequential growth in revenue, margin and EPS Management expects continued improvement, but the release provides no specific outlook figures. Context by AI Analyst This is a mid-cycle earnings update showing sequential revenue and profitability growth against a prior-year loss. Specific Q4 outlook figures and subsequent cash conversion would clarify the durability of the earnings ramp. Based on the original press release from Ichor Holdings, Ltd. distributed by BusinessWire.

Harmonic Announces Third Quarter 2026 Results. Revenue increased 64% year over year to $148.8 million, well above the high end of guidance Rest-of-Market revenue more than doubled year over year to a record 46% of total revenue Company raises full-year 2026 revenue outlook to $545 million - $555 million SAN JOSE, Calif., Nov. 2, 2026 /PRNewswire/ -- Harmonic Inc. (Nasdaq: HLIT) today announced its unaudited results for the third quarter ended October 2, 2026. "Our accelerating momentum led to a breakout third quarter with revenue growing 64% year over year, driven mainly by Rest-of-Market growth which more than doubled year over year," said Nimrod Ben-Natan, president and chief executive officer of Harmonic. "Additionally, we continued executing on our strategy by introducing new fiber and intelligence products including our Recon platform, Oyster+, cOS Loop™ and cOS SensAI™. We remain confident in our ability to deliver sustainable, profitable growth while simultaneously investing to significantly increase our addressable markets as outlined in our recent Investor Day." Financial and Business Highlights for Continuing Operations Q3 2026 GAAP Non-GAAP (Unaudited, in millions, except per share data) Net revenue $ 148.8 $ n/a Operating profit (1) 26.2 33.0 Net income per share (1) $ 0.16 $ 0.23 Backlog and deferred revenue of $534.0 million, an increase of 58%, compared to $338 million last year Cash: $142.8 million at October 2, 2026, compared to $124.1 million at December 31, 2025 $160 million available under our revolving credit facility at October 2, 2026, compared to $85 million at July 3, 2026, due to a $75 million repayment in the third quarter Business Highlights Commercially deployed our cOS™ solution with 167 customers, serving 52.6 million CPE devices, with ongoing expansion across all tier-1 accounts and new customer wins Rest-of-Market bookings represented over 60% of total Q3 bookings, reflecting meaningful progress in customer diversification Launched cOS SensAI, a recurring revenue service, in September following extended trials; secured first customer wins and began migrating existing cloud customers to the platform Unveiled Recon, developed in collaboration with Comcast, extending Harmonic's intelligence portfolio to fiber reliability and helping operators detect and resolve network issues before subscribers are affected Acquired a vendor-agnostic fiber management and provisioning platform company _________________________________ (1) Includes stranded costs of approximately $1.5 million for Q3 2026. Discontinued Operations - Video Business The results of the Company's Video Business are presented as held-for-sale and discontinued operations in the condensed consolidated statements of operations and condensed consolidated balance sheets for all periods presented in this press release. As previously announced, on December 8, 2025, the Company entered into a Put Option Agreement to sell its Video business to Leone Media Inc. (d/b/a MediaKind) for a purchase price of $145 million in cash (the "Disposition"). On March 20, 2026, MediaKind and the Company executed the Asset Purchase Agreement (the "APA") for the Disposition. On June 16, 2026, the Company and MediaKind completed the Disposition. Proceeds from the sale were $137.9 million paid at closing, subject to final post-closing adjustments under the terms of the APA. Following the Disposition, Harmonic operates as a pure-play broadband company with a single reportable segment: Broadband. As such, and unless stated otherwise, all results presented in the following table reflect those of continuing operations. The Company and MediaKind are in the process of finalizing the post-closing adjustments, which are currently expected to be completed in the first quarter of 2027. Select Financial Information for Continuing Operations GAAP Non-GAAP Key Financial Results Q3 2026 Q2 2026 Q3 2025 Q3 2026 Q2 2026 Q3 2025 (Unaudited, in millions, except per share data) Net revenue $ 148.8 $ 133.5 $ 90.5 n/a n/a n/a Operating profit (1) $ 26.2 $ 23.6 $ 4.0 $ 33.0 $ 31.3 $ 10.1 Net income (loss) per share $ 0.16 $ 0.16 $ (0.00) $ 0.23 $ 0.21 $ 0.07 Other Financial Information Q3 2026 Q2 2026 Q3 2025 (Unaudited, in millions) Bookings for the quarter $ 105.9 $ 144.3 $ 97.4 Backlog and deferred revenue as of quarter end $ 534.0 $ 587.6 $ 338.0 Cash and cash equivalents as of quarter end $ 142.8 $ 231.9 $ 127.4 Explanations regarding our use of Non-GAAP financial measures and related definitions, and reconciliations of our GAAP and Non-GAAP measures, are provided in the sections below entitled "Use of Non-GAAP Financial Measures" and "GAAP to Non-GAAP Reconciliations." _________________________________ (1) Includes stranded costs of approximately $1.5 million in Q3 2026, $2.3 million in Q2 2026, and $2.2 million in Q3 2025. GAAP Financial Guidance for Continuing Operations Q4 2026 GAAP Financial Guidance (1) (Unaudited, in millions, except percentages and per share data) Low High Net revenue $ 141 $ 151 Gross margin % 51.0 % 52.0 % Operating profit (2) $ 22 $ 28 Tax rate 31.0 % 31.0 % Net income per share $ 0.13 $ 0.16 Shares (3) 109.2 109.2 2026 GAAP Financial Guidance (1) (Unaudited, in millions, except percentages and per share data) Low High Net revenue $ 545 $ 555 Gross margin % 51.9 % 52.3 % Operating profit (2) $ 93 $ 99 Tax rate 31.0 % 31.0 % Net income per share $ 0.54 $ 0.57 Shares (3) 110.2 110.2 Non-GAAP Financial Guidance for Continuing Operations Q4 2026 Non-GAAP Financial Guidance (1) (Unaudited, in millions, except percentages and per share data) Low High Gross margin % 51.0 % 52.0 % Gross profit $ 72 $ 79 Operating profit (2) $ 28 $ 34 Tax rate 23.0 % 23.0 % Net income per share $ 0.19 $ 0.23 Shares (3) 109.2 109.2 2026 Non-GAAP Financial Guidance (1) (Unaudited, in millions, except percentages and per share data) Low High Gross margin % 52.1 % 52.4 % Gross profit $ 284 $ 291 Operating profit (2) $ 118 $ 124 Tax rate 23.0 % 23.0 % Net income per share $ 0.80 $ 0.84 Shares (3) 110.2 110.2 _________________________________ (1) Refer to "Use of Non-GAAP Financial Measures" and "GAAP to Non-GAAP Reconciliations on Financial Guidance" below. Components may not sum due to rounding. (2) Includes approximately $1.5 million and $7.6 million of stranded costs associated with the Video business divestiture for Q4 2026 and FY 2026, respectively. (3) Diluted shares assume stock price of $11.98 (Q3 2026 average price). Conference Call Information Harmonic will host a conference call to discuss its financial results at 2:00 p.m. PT (5:00 p.m. ET) on Monday, November 2, 2026. The live webcast will be available on the Harmonic Investor Relations website at http://investor.harmonicinc.com . To participate via telephone, please register in advance using this link, https://register-conf.media-server.com/register/BI3ab9c6deda3a4df08222bd943609a117 . A replay will be available after 5:00 p.m. PT on the same website. About Harmonic Inc. Harmonic (Nasdaq: HLIT), the worldwide leader in virtualized broadband solutions, is transforming multi-gigabit connectivity. The company's industry-leading cOS™ virtualized broadband platform, suite of solutions for fiber and DOCSIS, and a growing portfolio of AI-powered network intelligence solutions, enable broadband service providers to simplify operations, deliver exceptional subscriber experiences and expand revenue streams. With thousands of vCMTS servers and hundreds of thousands of RPDs deployed globally, Harmonic powers next-generation broadband services with five-nines reliability. Anchored with a customer-first approach and driven by a legacy of innovation, Harmonic supports broadband service providers at every stage of their network evolution. More information is available at www.harmonicinc.com . Legal Notice Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, including, but not limited to, statements related to our expectations regarding: net revenue; gross margins; operating expenses; operating income (loss), including stranded costs associated with the disposition of the Video business; tax expense and tax rate, and net income (loss) per diluted share. Our expectations regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected. These risks include, but are not limited to, in no particular order, the following: customer concentration and consolidation; loss of one or more key customers; delays or decreases in capital spending in the cable or telco industries; the possibility that our products will not generate sales that are commensurate with our expectations or that our cost of revenue or operating expenses may exceed our expectations; the market and technology trends underlying our Broadband business will not continue to develop in their current direction or pace; the impact of tariffs and general economic conditions on our sales and operations; the mix of products and services sold in various geographies and the effect it has on gross margins; our ability to develop new and enhanced products in a timely manner and market acceptance of our new or existing products; risks associated with our international operations; exchange rate fluctuations of the currencies in which we conduct business; risks associated with our cOS™ product solutions; dependence on various broadband industry trends; inventory management; the lack of timely availability or the impact of increases in the prices of parts or raw materials necessary to produce our products; the effect of competition, on both revenue and gross margins; difficulties associated with rapid technological changes in our markets; risks associated with unpredictable sales cycles; our dependence on contract manufacturers and sole or limited source suppliers; stock repurchases may not be conducted in the timeframe or in the manner we expect, or at all; and the impact on our business of natural disasters. In some cases, you can identify forward-looking statements by terminology such as, "may," "will," "should," "expects," "plans," "anticipates," "could," "believes," "intends," "estimates," "predicts," "potential," or "continue" or the negative of these terms or other comparable terminology. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Harmonic's filings with the Securities and Exchange Commission, including our most recent Annual Report on Form 10-K for the year ended December 31, 2025, our most recent Quarterly Report on Form 10-Q and our Current Reports on Form 8-K. The forward-looking statements in this press release are based on information available to the Company as of the date hereof, and Harmonic disclaims any obligation to update any forward-looking statements . Use of Non-GAAP Financial Measures The Company reports its financial results in accordance with accounting principles generally accepted in the United States ("GAAP" or referred to herein as "reported"). However, management believes that certain Non-GAAP financial measures provide management and other users with additional meaningful financial information that should be considered when assessing our ongoing performance. Our management regularly uses our supplemental Non-GAAP financial measures internally to understand, manage and evaluate our business, establish operating budgets, set internal measurement targets and make operating decisions. These Non-GAAP measures are not in accordance with, or an alternative for, measures prepared in accordance with generally accepted accounting principles and may be different from Non-GAAP measures used by other companies. In addition, these Non-GAAP measures are not based on any comprehensive set of accounting rules or principles. The Company believes that Non-GAAP measures have limitations in that they do not reflect all of the amounts associated with Harmonic's results of operations as determined in accordance with GAAP and that these measures should only be used to evaluate Harmonic's results of operations in conjunction with the corresponding GAAP measures. The Company believes that the presentation of Non-GAAP measures, when shown in conjunction with the corresponding GAAP measures, provides useful information to investors and management regarding financial and business trends relating to its financial condition and its historical and projected results of operations. Non-GAAP financial measures should be viewed in addition to, and not as an alternative to, the Company's reported results prepared in accordance with GAAP. The Non-GAAP measures presented here are: Gross profit, operating expenses, income (loss) from operations, non-operating expenses and net income (loss), and net income (loss) per diluted share. The presentation of Non-GAAP information is not intended to be considered in isolation or as a substitute for results prepared in accordance with GAAP, and is not necessarily comparable to Non-GAAP results published by other companies. A reconciliation of the historical Non-GAAP financial measures discussed in this press release to the most directly comparable historical GAAP financial measures is included with the financial statements provided with this press release. The Non-GAAP adjustments described below have historically been excluded from our GAAP financial measures. Our Non-GAAP financial measures reflect adjustments based on the following items, as well as the related income tax effects: Stock-based compensation - Although stock-based compensation is a key incentive offered to our employees, we continue to evaluate our business performance excluding stock-based compensation expenses. We believe that management is limited in its ability to project the impact stock-based compensation would have on our operating results. In addition, for comparability purposes, we believe it is useful to provide a Non-GAAP financial measure that excludes stock-based compensation in order to better understand the long-term performance of our core business and to facilitate the comparison of our results to the results of our peer companies. Asset impairment and related charges - We exclude impairment and related charges due to the nature of such expenses being unusual and arising outside the ordinary course of continuing operations. These costs primarily consist of impairments of goodwill, fixed assets, right-of-use assets and related leasehold improvements, and other unrecoverable facility costs due to the intended change in use of certain leased space. Non-recurring advisory fees - There were non-recurring costs that we excluded from Non-GAAP results relating to professional accounting, tax and legal fees associated with strategic corporate initiatives. Divestiture related employee compensation costs - There were non-recurring costs that we excluded from Non-GAAP results relating to employee compensation costs resulting from the divestiture. Restructuring and related charges - Harmonic from time to time incurs restructuring charges which primarily consist of employee severance, one-time termination benefits related to the reduction of its workforce, and other costs. These charges are associated with material business shifts. We exclude these items because we do not believe they are reflective of our ongoing long-term business and operating results. Discrete tax items and tax effect of Non-GAAP adjustments - The income tax effect of Non-GAAP adjustments relates to the tax effect of the adjustments that we incorporate into Non-GAAP financial measures in order to provide a more meaningful measure of Non-GAAP net income. This non-recurring adjustment has been excluded from the Company's non-GAAP tax rate and non-GAAP financial measures, as management believes exclusion of this item provides more meaningful period-to-period comparisons of ongoing operating performance. Harmonic Inc. Preliminary Condensed Consolidated Balance Sheets (Unaudited, in thousands, except par value) October 2, 2026 December 31, 2025 ASSETS Current assets: Cash and cash equivalents $ 142,841 $ 124,105 Accounts receivable, net of allowances for credit losses of $413 and $227 as of October 2, 2026 and December 31, 2025, respectively 117,110 85,935 Inventories 94,825 47,840 Prepaid expenses and other current assets 24,856 12,530 Assets held for sale — 223,961 Total current assets 379,632 494,371 Property and equipment, net 23,577 25,648 Operating lease right-of-use assets 11,596 13,687 Goodwill 64,587 60,900 Deferred income taxes, net 90,910 104,043 Other non-current assets 18,801 19,834 Total assets $ 589,103 $ 718,483 LIABILITIES AND STOCKHOLDERS' EQUITY Current liabilities: Current portion of long-term debt $ 2,944 $ 2,944 Accounts payable 56,435 23,093 Deferred revenue 20,435 31,519 Operating lease liabilities 5,563 6,433 Other current liabilities 70,781 48,288 Liabilities to be disposed of — 85,671 Total current liabilities 156,158 197,948 Long-term debt 33,410 109,140 Operating lease liabilities, non-current 12,208 14,664 Other non-current liabilities 11,771 13,485 Total liabilities 213,547 335,237 Stockholders' equity: Preferred stock, $0.001 par value, 5,000 shares authorized; no shares issued or outstanding — — Common stock, $0.001 par value, 150,000 shares authorized; 108,965 and 111,186 shares issued and outstanding at October 2, 2026 and December 31, 2025, respectively 109 111 Additional paid-in capital 2,488,443 2,466,177 Accumulated deficit (2,103,595) (2,076,406) Accumulated other comprehensive loss (9,401) (6,636) Total stockholders' equity 375,556 383,246 Total liabilities and stockholders' equity $ 589,103 $ 718,483 Harmonic Inc. Preliminary Condensed Consolidated Statements of Operations (Unaudited, in thousands, except per share data) Three Months Ended Nine Months Ended October 2, 2026 September 26, 2025 October 2, 2026 September 26, 2025 Revenue: Appliance and integration $ 137,187 $ 76,179 $ 357,962 $ 220,305 SaaS and service 11,651 14,313 46,033 41,983 Total net revenue 148,838 90,492 403,995 262,288 Cost of revenue: Appliance and integration 67,726 42,253 174,997 116,339 SaaS and service 3,993 5,940 18,376 17,384 Total cost of revenue 71,719 48,193 193,373 133,723 Total gross profit 77,119 42,299 210,622 128,565 Operating expenses: Research and development 23,558 18,701 65,638 56,357 Selling, general and administrative 27,300 18,681 74,215 58,944 Asset impairment and related charges 205 — 633 1,637 Restructuring and related charges (103) 887 (103) 1,315 Total operating expenses 50,960 38,269 140,383 118,253 Income from operations 26,159 4,030 70,239 10,312 Interest income (expense), net 231 (1,001) (1,930) (3,402) Other income (expense), net (591) 440 (1,212) (1,373) Income before income taxes 25,799 3,469 67,097 5,537 Provision for income taxes 7,705 3,984 22,304 4,540 Income (loss) from continuing operations, net of tax 18,094 (515) 44,793 997 Income (loss) from discontinued operations, net of tax (3,456) 3,209 (25,170) 10,508 Net income $ 14,638 $ 2,694 $ 19,623 $ 11,505 Net income (loss) per share: Basic: Continuing operations $ 0.17 $ (0.00) $ 0.41 $ 0.01 Discontinued operations (0.04) 0.02 (0.23) 0.09 Basic net income per share $ 0.13 $ 0.02 $ 0.18 $ 0.10 Diluted: Continuing operations $ 0.16 $ (0.00) $ 0.41 $ 0.01 Discontinued operations (0.03) 0.02 (0.23) 0.09 Diluted net income per share $ 0.13 $ 0.02 $ 0.18 $ 0.10 Weighted average common shares: Basic 109,111 112,982 109,161 114,221 Diluted 110,259 112,982 110,433 114,602 Harmonic Inc. Preliminary Condensed Consolidated Statements of Cash Flows (Unaudited, in thousands) Nine Months Ended October 2, 2026 September 26, 2025 Cash flows from Continuing and Discontinued Operations Cash flows from operating activities: Net income $ 19,623 $ 11,505 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation 8,315 8,215 Asset impairment and related charges 633 1,637 Stock-based compensation 27,524 23,486 Foreign currency remeasurement (88) 446 Deferred income taxes, net 21,875 (3,120) Loss on divestiture 6,566 — Provision for excess and obsolete inventories 1,429 2,789 Other 95 61 Changes in operating assets and liabilities: Accounts receivable, net (35,481) 74,121 Inventories (51,525) (3,944) Prepaid expenses and other assets (11,021) 10,359 Accounts payable 34,264 (13,785) Deferred revenues (4,252) 1,173 Other liabilities 5,992 (17,265) Net cash provided by operating activities 23,949 95,678 Cash flows from investing activities: Net proceeds from divestiture, net of cash retained and transaction costs (1) 131,963 — Acquisitions of businesses, net of cash acquired (1,809) — Purchases of property and equipment (5,831) (8,404) Net cash provided by (used in) investing activities 124,323 (8,404) Cash flows from financing activities: Proceeds from long-term debt 170,000 95,000 Repayment of long-term debt and other borrowings (248,644) (101,897) Repurchase of common stock (46,582) (65,757) Proceeds from other borrowings — 3,835 Proceeds from common stock issued to employees 4,534 5,983 Taxes paid related to net share settlement of equity awards (6,740) (3,795) Net cash used in financing activities (127,432) (66,631) Effect of exchange rate changes on cash and cash equivalents and restricted cash (2,089) 5,283 Net increase in cash and cash equivalents and restricted cash 18,751 25,926 Cash and cash equivalents and restricted cash at beginning of period (2) 124,461 101,789 Cash and cash equivalents and restricted cash at end of period $ 143,212 $ 127,715 Cash and cash equivalents and restricted cash at end of period Cash and cash equivalents $ 142,841 $ 127,376 Restricted cash included in other current assets 371 339 Total cash, cash equivalents and restricted cash as shown in the condensed consolidated statement of cash flows $ 143,212 $ 127,715 _________________________________ 1 Net proceeds from divestiture includes transaction costs of $3.8 million and cash retained in the business sold of $2.1 million. 2 Restricted cash included in other current assets was $0.4 million and $0.3 million as of December 31, 2025 and 2024 respectively. Harmonic Inc. Preliminary Condensed Consolidated Statements of Cash Flows (Unaudited, in thousands) Nine Months Ended October 2, 2026 September 26, 2025 Supplemental cash flow disclosure: Income tax payments, net $ 5,532 $ 14,496 Interest payments, net 1,999 2,897 Supplemental schedule of non-cash investing activities: Capital expenditures incurred but not yet paid 934 968 Acquisition holdback consideration not yet paid $ 1,631 $ — Harmonic Inc. Preliminary GAAP Revenue Information (Unaudited, in thousands, except percentages) Three Months Ended October 2, 2026 July 3, 2026 September 26, 2025 Geography Americas $ 133,063 90 % $ 120,603 91 % $ 80,040 88 % EMEA 10,993 7 % 8,421 6 % 9,717 11 % APAC 4,782 3 % 4,438 3 % 735 1 % Total $ 148,838 100 % $ 133,462 100 % $ 90,492 100 % Customer Top 2 customers (1) $ 80,103 54 % $ 84,053 63 % $ 56,306 62 % Rest-of-Market 68,735 46 % 49,409 37 % 34,186 38 % Total $ 148,838 100 % $ 133,462 100 % $ 90,492 100 % Nine Months Ended October 2, 2026 September 26, 2025 Geography Americas $ 360,096 89 % $ 235,346 90 % EMEA 29,873 7 % 24,113 9 % APAC 14,026 4 % 2,829 1 % Total $ 403,995 100 % $ 262,288 100 % Customer Top 2 customers (1) $ 235,257 58 % $ 165,420 63 % Rest-of-Market 168,738 42 % 96,868 37 % Total $ 403,995 100 % $ 262,288 100 % (1) Based on largest subscriber footprint Harmonic Inc. GAAP to Non-GAAP Reconciliations (Unaudited) (in thousands, except percentages and per share data) Three Months Ended October 2, 2026 Revenue Gross Profit Total Operating Expense Income fromOperations Total Non-operating Expense, net Net Income GAAP $ 148,838 $ 77,119 $ 50,960 $ 26,159 $ (360) $ 18,094 Stock-based compensation — 402 (5,655) 6,057 — 6,057 Restructuring and related charges — — 103 (103) — (103) Non-recurring advisory fees — — (214) 214 — 214 Divestiture related employee compensation costs — — (450) 450 — 450 Lease-related asset impairment and other charges (1) — — (205) 205 — 205 Discrete tax items and tax effect of Non-GAAP adjustments — — — — — 202 Total adjustments — 402 (6,421) 6,823 — 7,025 Non-GAAP $ 148,838 $ 77,521 $ 44,539 $ 32,982 $ (360) $ 25,119 As a % of revenue (GAAP) 51.8 % 34.2 % 17.6 % (0.2) % 12.2 % As a % of revenue (Non-GAAP) 52.1 % 29.9 % 22.2 % (0.2) % 16.9 % Diluted net income per share: GAAP $ 0.16 Non-GAAP $ 0.23 Shares used in per share calculation: GAAP and Non-GAAP 110,259 (1) Includes impairment charges of $0.2 million for right-of-use assets. Three Months Ended July 3, 2026 Revenue Gross Profit Total Operating Expense Income fromOperations Total Non-operating Expense, net Net Income GAAP $ 133,462 $ 69,888 $ 46,257 $ 23,631 $ (1,661) $ 17,051 Stock-based compensation — 808 (6,476) 7,284 — 7,284 Lease-related asset impairment and other charges (1) — — (428) 428 — 428 Discrete tax items and tax effect of Non-GAAP adjustments — — — — — (1,908) Total adjustments — 808 (6,904) 7,712 — 5,804 Non-GAAP $ 133,462 $ 70,696 $ 39,353 $ 31,343 $ (1,661) $ 22,855 As a % of revenue (GAAP) 52.4 % 34.7 % 17.7 % (1.2) % 12.8 % As a % of revenue (Non-GAAP) 53.0 % 29.5 % 23.5 % (1.2) % 17.1 % Diluted net income per share: GAAP $ 0.16 Non-GAAP $ 0.21 Shares used in per share calculation: GAAP and Non-GAAP 109,682 (1) Includes impairment charges of $0.1 million for right-of-use assets and $0.3 million related to the fair value of other unrecoverable facility costs. Harmonic Inc. GAAP to Non-GAAP Reconciliations (Unaudited) (in thousands, except percentages and per share data) Three Months Ended September 26, 2025 Revenue Gross Profit Total Operating Expense Income from Operations Total Non-operating Expense, net Net Income(Loss) GAAP $ 90,492 $ 42,299 $ 38,269 $ 4,030 $ (561) $ (515) Stock-based compensation — 125 (5,032) 5,157 — 5,157 Restructuring and related charges — — (887) 887 — 887 Discrete tax items and tax effect of Non-GAAP adjustments — — — — — 1,986 Total adjustments — 125 (5,919) 6,044 — 8,030 Non-GAAP $ 90,492 $ 42,424 $ 32,350 $ 10,074 $ (561) $ 7,515 As a % of revenue (GAAP) 46.7 % 42.3 % 4.5 % (0.6) % (0.6) % As a % of revenue (Non-GAAP) 46.9 % 35.7 % 11.1 % (0.6) % 8.3 % Diluted net income (loss) per share: GAAP $ (0.00) Non-GAAP $ 0.07 Shares used in per share calculation: GAAP 112,982 Non-GAAP 113,323 Nine Months Ended October 2, 2026 Revenue Gross Profit Total Operating Expense Income from Operations Total Non-operating Expense, net Net Income GAAP $ 403,995 $ 210,622 $ 140,383 $ 70,239 $ (3,142) $ 44,793 Stock-based compensation — 1,475 (17,430) 18,905 — 18,905 Restructuring and related charges — — 103 (103) — (103) Non-recurring advisory fees — — (214) 214 — 214 Divestiture related employee compensation costs — — (450) 450 — 450 Lease-related asset impairment and other charges (1) — — (633) 633 — 633 Discrete tax items and tax effect of non-GAAP adjustments — — — — — 1,875 Total adjustments — 1,475 (18,624) 20,099 — 21,974 Non-GAAP $ 403,995 $ 212,097 $ 121,759 $ 90,338 $ (3,142) $ 66,767 As a % of revenue (GAAP) 52.1 % 34.7 % 17.4 % (0.8) % 11.1 % As a % of revenue (Non-GAAP) 52.5 % 30.1 % 22.4 % (0.8) % 16.5 % Diluted net income per share: GAAP $ 0.41 Non-GAAP $ 0.60 Shares used in per share calculation: GAAP and Non-GAAP 110,433 (1) Includes impairment charges of $0.3 million for right-of-use assets and $0.3 million related to the fair value of other unrecoverable facility costs. Nine Months Ended September 26, 2025 Revenue Gross Profit Total Operating Expense Income from Operations Total Non-operating Expense, net Net Income GAAP $ 262,288 $ 128,565 $ 118,253 $ 10,312 $ (4,775) $ 997 Stock-based compensation — 743 (15,086) 15,829 — 15,829 Restructuring and related charges — — (1,315) 1,315 — 1,315 Lease-related asset impairment and other charges (1) — — (1,637) 1,637 — 1,637 Discrete tax items and tax effect of non-GAAP adjustments — — — — — (566) Total adjustments — 743 (18,038) 18,781 — 18,215 Non-GAAP $ 262,288 $ 129,308 $ 100,215 $ 29,093 $ (4,775) $ 19,212 As a % of revenue (GAAP) 49.0 % 45.1 % 3.9 % (1.8) % 0.4 % As a % of revenue (Non-GAAP) 49.3 % 38.2 % 11.1 % (1.8) % 7.3 % Diluted net income per share: GAAP $ 0.01 Non-GAAP $ 0.17 Shares used in per share calculation: GAAP and Non-GAAP 114,221 (1) Includes impairment charges of $0.4 million for right-of-use assets, $0.3 million for leasehold improvements, and $0.9 million related to the fair value of other unrecoverable facility costs. Harmonic Inc. GAAP to Non-GAAP Reconciliations on Financial Guidance (Unaudited) (1) (In millions, except percentages and per share data) Q4 2026 Financial Guidance Revenue Gross Profit Total OperatingExpense Income from Operations Net Income GAAP $ 141 to $ 151 $ 72 to $ 79 $ 50 to $ 51 $ 22 to $ 28 $ 14 to $ 18 Stock-based compensation — — (6) 6 6 Tax effect of Non-GAAP adjustments — — — — 1 Total adjustments — — (6) 6 7 7 Non-GAAP $ 141 to $ 151 $ 72 to $ 79 $ 44 to $ 45 $ 28 to $ 34 $ 21 to $ 25 As a % of revenue (GAAP) 51.0 % to 52.0 % 35.5 % to 33.8 % 15.6 % to 18.5 % 9.9 % to 11.9 % As a % of revenue (Non-GAAP) 51.0 % to 52.0 % 31.2 % to 29.8 % 19.9 % to 22.5 % 14.9 % to 16.6 % Diluted net income per share: GAAP $ 0.13 to $ 0.16 Non-GAAP $ 0.19 to $ 0.23 Shares used in per share calculation: GAAP and Non-GAAP 109.2 FY 2026 Financial Guidance Revenue Gross Profit Total OperatingExpense Income fromOperations Net Income GAAP $ 545 to $ 555 $ 283 to $ 290 $ 190 to $ 191 $ 93 to $ 99 $ 59 to $ 63 Stock-based compensation — 1 (23) 24 24 Lease-related asset impairment and related charges — — (1) 1 1 Tax effect of Non-GAAP adjustments — — — — 4 Total adjustments — 1 (24) 25 29 to 29 Non-GAAP $ 545 to $ 555 $ 284 to $ 291 $ 166 to $ 167 $ 118 to $ 124 $ 88 to $ 92 As a % of revenue (GAAP) 51.9 % to 52.3 % 34.9 % to 34.4 % 17.1 % to 17.8 % 10.8 % to 11.4 % As a % of revenue (Non-GAAP) 52.1 % to 52.4 % 30.5 % to 30.1 % 21.7 % to 22.3 % 16.1 % to 16.6 % Diluted net income per share: GAAP $ 0.54 to $ 0.57 Non-GAAP $ 0.80 to $ 0.84 Shares used in per share calculation: GAAP and non-GAAP 110.2 _________________________________ (1) Components may not sum to total due to rounding. SOURCE Harmonic Inc.

Ichor Holdings, Ltd. Announces Third Quarter 2026 Financial Results. Ichor Holdings, Ltd. ( ICHR ), a leader in the design, engineering, and manufacturing of critical fluid delivery subsystems and components for semiconductor capital equipment, today announced third quarter 2026 financial results. Third quarter 2026 highlights: Revenue of $328.7 million, up 12% compared to Q2 2026 and up 37% compared to Q3 2025; Gross margin of 15.8% on a GAAP basis and 16.0% on a non‑GAAP basis; and Earnings per share of $0.55 on a GAAP basis and $0.63 on a non-GAAP basis. “We are pleased to report another quarter of strong growth and expanding profitability, as the strategic priorities we laid out a year ago continue to translate into results,” commented Phil Barros, Ichor’s CEO. “We are executing an exceptionally steep revenue ramp, with third-quarter revenues up nearly 50% from the fourth quarter of 2025. This unprecedented three-quarter revenue increase for Ichor, executed in parallel with three straight quarters of meaningful gross margin expansion, is driving strong earnings leverage during what we believe are still the early stages of the historic semiconductor cycle underway. The ongoing realignment of our global footprint into our volume manufacturing sites and the steady increase in proprietary Ichor content are delivering the operating model improvements we planned." “Customer demand remains robust, with visibility extending well into 2027,” continued Mr. Barros. “Our outlook for the fourth quarter indicates continued sequential growth in revenues, gross margin, and earnings per share. We are investing to support our customers’ growth well beyond this year, and we expect the structural improvements in our operating model will help further earnings leverage as revenues continue to ramp.” Q3 2026 Q2 2026 Q3 2025 (dollars in thousands, except per share amounts) U.S. GAAP Financial Results: Net sales $ 328,699 $ 294,784 $ 239,296 Gross margin 15.8 % 13.9 % 4.6 % Operating margin 6.9 % 2.4 % (8.1 )% Net income (loss) $ 20,947 $ 998 $ (22,853 ) Diluted EPS $ 0.55 $ 0.03 $ (0.67 ) Q3 2026 Q2 2026 Q3 2025 (dollars in thousands, except per share amounts) Non-GAAP Financial Results: Gross margin 16.0 % 14.1 % 5.1 % Operating margin 8.6 % 5.5 % (4.8 )% Net income (loss) $ 24,218 $ 12,172 $ (14,411 ) Diluted EPS $ 0.63 $ 0.34 $ (0.42 ) U.S. GAAP Financial Results Overview For the third quarter of 2026, revenue was $328.7 million, net income was $20.9 million, and diluted earnings per share (“diluted EPS”) was $0.55. This compares to revenue of $294.8 million and $239.3 million, net income (loss) of $1.0 million and $(22.9) million, and diluted EPS of $0.03 and $(0.67), for the second quarter of 2026 and third quarter of 2025, respectively. Non-GAAP Financial Results Overview For the third quarter of 2026, non-GAAP net income was $24.2 million and non-GAAP diluted EPS was $0.63. This compares to non-GAAP net income (loss) of $12.2 million and $(14.4) million, and non-GAAP diluted EPS of $0.34 and $(0.42), for the second quarter of 2026 and third quarter of 2025, respectively. Fourth Quarter 2026 Financial Outlook For the fourth quarter of 2026, we expect the following: Low-End Mid-Point High-End Revenue $345 million $355 million $365 million GAAP diluted EPS $0.50 $0.55 $0.60 Non-GAAP diluted EPS $0.65 $0.70 $0.75 This outlook for non‑GAAP diluted EPS excludes amortization of intangible assets of approximately $1.9 million and share-based compensation expense of approximately $4.0 million, as well as the related income tax effects. Non-GAAP diluted EPS should be considered in addition to, but not as a substitute for, our financial information presented in accordance with GAAP. Balance Sheet and Cash Flow Results We ended the third quarter of 2026 with cash and cash equivalents of $213.5 million, a decrease of $43.0 million from the prior quarter and an increase of $115.2 million from the prior year ended December 26, 2025. The decrease of $43.0 million for the third quarter of 2026 was due to net cash used in operating activities of $28.8 million, capital expenditures of $10.7 million, issuance of ordinary shares under share-based compensation plans net of employees' taxes paid upon vesting of restricted share units of $1.9 million, and payments on credit facilities of $1.6 million. The increase of $115.2 million from the prior year ended December 26, 2025 was primarily due to net proceeds of $195.4 million from our issuance of 2.5 million ordinary shares, partially offset by net cash used in operating activities of $47.6 million, capital expenditures of $25.5 million, payments on credit facilities of $4.7 million, and the issuance of ordinary shares under share-based compensation plans net of employees' taxes paid upon vesting of restricted share units of $2.3 million. Our cash used in operating activities of $28.8 million for the third quarter of 2026 consisted of an increase in our net operating assets and liabilities of $58.8 million, partially offset by net income of $20.9 million and net non-cash charges of $9.1 million. Net non-cash charges consist primarily of depreciation and amortization of $7.5 million and share-based compensation expense of $2.8 million, partially offset by unfavorable changes in deferred income taxes of $1.3 million. Our cash used in operating activities of $47.6 million for the nine months ended September 25, 2026 consisted of an increase in our net operating assets and liabilities of $103.5 million, partially offset by net non-cash charges of $36.4 million, consisting primarily of depreciation and amortization of $22.4 million, share-based compensation expense of $11.2 million, loss on disposal of equipment of $1.3 million, and the impairment of lease right-of-use assets of $0.9 million, and a net income of $19.5 million. The increase in our net operating assets and liabilities of $58.8 million during the third quarter of 2026 was primarily due to an increase in inventory of $39.5 million and an increase in accounts receivable of $36.0 million, partially offset by an increase in accrued and other liabilities of $7.2 million, an increase in accounts payable of $7.1 million, and a decrease in prepaid expenses and other assets of $2.4 million. The increase in our net operating assets and liabilities of $103.5 million for the nine months ended September 25, 2026 was primarily due to an increase in inventory of $98.4 million and an increase in accounts receivable of $70.1 million, partially offset by an increase in accounts payable of $50.1 million, and an increase in accrued and other liabilities of $7.8 million, and a decrease in prepaid expenses and other assets of $7.1 million. Use of Non-GAAP Financial Results In addition to U.S. GAAP ("GAAP") results, this press release also contains non-GAAP financial results, including non‑GAAP gross profit, non‑GAAP operating income, non‑GAAP net income (loss), non‑GAAP diluted EPS, and free cash flow. Management uses non-GAAP metrics to evaluate our operating and financial results. We believe the presentation of non-GAAP results is useful to investors for analyzing business trends and comparing performance to prior periods, along with enhancing investors’ ability to view our results from management’s perspective. Non-GAAP gross profit, operating income, and net income are defined as: gross profit, operating income (loss), or net income (loss), respectively, excluding (1) amortization of intangible assets, share-based compensation expense, and discrete or infrequent charges and gains that are outside of normal business operations, including transaction-related costs, restructuring plan costs, loss on extinguishment of debt, contract and legal settlement gains and losses, facility shutdown costs, and severance costs associated with reduction-in-force programs, to the extent they are present in gross profit, operating income (loss), and net income (loss), respectively; and (2) the tax impacts associated with these non-GAAP adjustments, as well as non-recurring discrete tax items, including the impact of deferred tax asset valuation allowances. All non-GAAP adjustments are presented on a gross basis; the related income tax effects, including current and deferred income tax expense, are included in the adjustment line under the heading "Tax adjustments related to non-GAAP adjustments." Non-GAAP diluted EPS is defined as non-GAAP net income divided by weighted average diluted ordinary shares outstanding during the period. Non-GAAP gross margin and non-GAAP operating margin are defined as non-GAAP gross profit and non-GAAP operating income, respectively, divided by net sales. Free cash flow is defined as cash provided by or used in operating activities, less capital expenditures. Tables showing these metrics on a GAAP and non-GAAP basis, with reconciliation footnotes thereto, are included at the end of this press release. Beginning in the second quarter of 2026, we revised the definition of non-GAAP financial measures to no longer exclude inventory impairment charges. Prior period non-GAAP financial measures have been recast to conform to our current definition. Non-GAAP results have limitations as analytical tools, and you should not consider them in isolation or as substitutes for our results reported under GAAP. Other companies may calculate non-GAAP results differently or may use other measures to evaluate their performance, both of which could reduce the usefulness of our non-GAAP results as tools for comparison. Because of these limitations, you should consider non-GAAP results alongside other financial performance measures and results presented in accordance with GAAP. In addition, in evaluating non-GAAP results, you should be aware that in the future we will incur expenses such as those that are the subject of adjustments in deriving non-GAAP results, and you should not infer from our presentation of non-GAAP results that our future results will not be affected by these expenses or other discrete or infrequent charges and gains that are outside of normal business operations. Conference Call We will conduct a conference call to discuss our third quarter 2026 results and business outlook today at 1:30 p.m. PST. To listen to a live webcast of the call, please visit our investor relations website at https://ir.ichorsystems.com, or go to the live link at https://www.webcast-eqs.com/ichorq3_26. To listen via telephone, please call (877) 407‑0989 (domestic) or +1 (201) 389‑0921 (international), conference ID: 13762912. After the call, an on-demand replay will be available at the same webcast link. About Ichor Ichor is a leader in the design, engineering, and manufacturing of critical gas delivery subsystems and precision components for semiconductor capital equipment as well as commercial space and defense applications. We combine expertise in gas delivery system integration with the design and manufacturing of components used within these systems, providing semiconductor equipment manufacturers with a comprehensive supply partner. Our gas delivery subsystems precisely deliver, monitor, and control the specialized gases used in semiconductor manufacturing processes such as etch and deposition, as well as advanced lithography. Our broader capabilities include precision machining, weldments, and chemical delivery subsystems. We are headquartered in Fremont, California. https://ir.ichorsystems.com. We use a 52- or 53-week fiscal year ending on the last Friday in December. The three-month periods ended September 25, 2026, June 26, 2026, and September 26, 2025 were each 13 weeks. References to the third quarter of 2026, second quarter of 2026, and third quarter of 2025 relate to the three-month periods then ended. Our fiscal years ended December 25, 2026 and December 26, 2025 are each 52 weeks. References to 2026 and 2025 relate to the fiscal years then ended. Safe Harbor Statement Certain statements in this press release are “forward-looking statements” made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The words “anticipate,” “believe,” “contemplate,” “designed,” “estimate,” “expect,” “forecast,” “goal,” “guidance,” “intend,” “may,” “outlook,” “plan,” “predict,” “project,” “see,” “seek,” “target,” “would” and similar expressions or variations or negatives of these words are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Examples of forward-looking statements include, but are not limited to, statements regarding our outlook for our fourth fiscal quarter of 2026 and beyond, statements regarding the current business environment, revenue levels in 2026 and beyond, manufacturers’ investment in wafer fabrication equipment, our investment in research and development of new products, acquiring new business, and company and industry growth and performance in 2026 and beyond, as well as any other statement that does not directly relate to any historical fact. Such forward-looking statements are based on management’s current expectations about future events as of the date hereof and involve many risks and uncertainties that could cause our actual results to differ materially from those expressed or implied in our forward-looking statements. Our actual results and outcomes could differ materially from those included in these forward-looking statements as a result of various factors, including, but not limited to: geopolitical, economic, and market conditions, including high inflation, changes to tax, trade, fiscal and monetary policy, high interest rates, currency fluctuations, challenges in the supply chain and any disruptions in the global economy as a result of the conflicts in Iran, Ukraine and the Middle East; being unable to attract, hire, integrate and retain key personnel and other necessary employees; dependence on expenditures by manufacturers and cyclical downturns in the semiconductor capital equipment industry; reliance on a very small number of original equipment manufacturers ("OEMs") for a significant portion of sales; negotiating leverage held by our customers; competitiveness and rapid evolution of the industries in which we participate; keeping pace with developments in the industries we serve and with technological innovation generally; designing, developing and introducing new products that are accepted by OEMs in order to retain our existing customers and obtain new customers; becoming involved in litigation and regulatory proceedings, which could require significant attention from our management and result in significant expense to us and disruptions in our business; managing our manufacturing and procurement process effectively; defects in our products that could damage our reputation, decrease market acceptance of our products, and result in potentially costly litigation; and our dependence on a limited number of suppliers. Additional information concerning these and other factors can be found in our filings with the Securities and Exchange Commission (the “SEC”), including other risks, relevant factors, and uncertainties identified in the "Risk Factors" section of our Annual Report on Form 10‑K for the year ended December 26, 2025 and any other periodic reports or other documents that we may file with the SEC. All forward-looking statements in this press release are based upon information available to us as of the date hereof, and qualified in their entirety by this cautionary statement. We undertake no obligation to update or revise any forward-looking statements contained herein, whether as a result of actual results, changes in our expectations, future events or developments, or otherwise, except as required by law. ICHOR HOLDINGS, LTD. Consolidated Balance Sheets (in thousands, except share and per share amounts) (unaudited) September 25, 2026 June 26, 2026 December 26, 2025 September 26, 2025 Assets Current assets: Cash and cash equivalents $ 213,503 $ 256,456 $ 98,290 $ 92,500 Accounts receivable, net 140,607 104,652 70,514 84,400 Inventories 330,242 290,707 231,794 241,680 Prepaid expenses and other current assets 18,509 7,511 9,531 6,362 Total current assets 702,861 659,326 410,129 424,942 Property and equipment, net 105,204 107,840 103,922 110,373 Operating lease right-of-use assets 30,690 31,364 35,046 37,059 Other noncurrent assets 13,338 13,569 13,638 14,208 Deferred tax assets, net 4,452 4,374 4,337 2,116 Intangible assets, net 34,539 36,416 40,405 42,483 Goodwill 335,402 335,402 335,402 335,402 Total assets $ 1,226,486 $ 1,188,291 $ 942,879 $ 966,583 Liabilities and Shareholders’ Equity Current liabilities: Accounts payable $ 136,009 $ 125,717 $ 84,007 $ 92,600 Accrued liabilities 24,988 18,522 17,479 18,315 Other current liabilities 18,166 15,565 10,602 9,488 Current portion of long-term debt 6,250 6,250 6,250 6,250 Current portion of lease liabilities 11,990 12,093 11,250 11,337 Total current liabilities 197,403 178,147 129,588 137,990 Long-term debt, less current portion, net 112,823 114,308 117,278 117,201 Lease liabilities, less current portion 20,676 21,491 25,413 28,334 Deferred tax liabilities, net 2,552 3,781 1,961 1,555 Other noncurrent liabilities 5,104 5,067 4,753 5,326 Total liabilities 338,558 322,794 278,993 290,406 Shareholders’ equity: Preferred shares ($0.0001 par value; 20,000,000 shares authorized; zero shares issued and outstanding) — — — — Ordinary shares ($0.0001 par value; 200,000,000 shares authorized; 37,557,045, 37,383,592, 34,433,776, and 34,377,891 shares outstanding, respectively; 37,557,045, 37,383,592, 38,871,215, and 38,815,330 shares issued, respectively) 4 4 3 3 Additional paid-in capital 737,378 735,894 624,391 620,721 Treasury shares at cost (0, 0, 4,437,439, and 4,437,439 shares, respectively) — — (91,578 ) (91,578 ) Retained earnings 150,546 129,599 131,070 147,031 Total shareholders’ equity 887,928 865,497 663,886 676,177 Total liabilities and shareholders’ equity $ 1,226,486 $ 1,188,291 $ 942,879 $ 966,583 ICHOR HOLDINGS, LTD. Consolidated Statement of Operations (in thousands, except share and per share amounts) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 Net sales $ 328,699 $ 294,784 $ 239,296 $ 879,551 $ 724,046 Cost of sales 276,651 253,801 228,227 754,262 657,253 Gross profit 52,048 40,983 11,069 125,289 66,793 Operating expenses: Research and development 5,820 7,772 5,898 19,122 17,482 Selling, general, and administrative 21,541 24,105 22,519 68,211 68,515 Amortization of intangible assets 1,877 1,911 2,077 5,866 6,233 Total operating expenses 29,238 33,788 30,494 93,199 92,230 Operating income (loss) 22,810 7,195 (19,425 ) 32,090 (25,437 ) Interest expense, net 440 1,453 1,653 3,571 4,934 Other expense, net 99 332 1,092 754 1,366 Income (loss) before income taxes 22,271 5,410 (22,170 ) 27,765 (31,737 ) Income tax expense 1,324 4,412 683 8,289 5,083 Net income (loss) $ 20,947 $ 998 $ (22,853 ) $ 19,476 $ (36,820 ) Net income (loss) per share: Basic $ 0.56 $ 0.03 $ (0.67 ) $ 0.54 $ (1.08 ) Diluted $ 0.55 $ 0.03 $ (0.67 ) $ 0.53 $ (1.08 ) Shares used to compute net income (loss) per share: Basic 37,478,751 35,397,839 34,346,172 35,827,875 34,174,639 Diluted 38,162,523 36,302,279 34,346,172 36,561,346 34,174,639 ICHOR HOLDINGS, LTD. Consolidated Statements of Cash Flows (in thousands) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 Cash flows from operating activities: Net income (loss) $ 20,947 $ 998 $ (22,853 ) $ 19,476 $ (36,820 ) Adjustments to reconcile net income (loss) to net cash provided by (used in) operating activities: Depreciation and amortization 7,497 7,203 7,404 22,354 23,461 Impairment of inventory — — 16,713 — 16,713 Share-based compensation 2,796 4,529 4,221 11,158 12,571 Impairment of lease right-of-use assets — 938 359 938 1,651 Deferred income taxes (1,307 ) 1,118 927 476 2,200 Loss on disposal of equipment — 1,282 475 1,282 475 Amortization of debt issuance costs 77 77 117 232 349 Loss on extinguishment of debt — — 169 — 169 Changes in operating assets and liabilities, net of acquisitions: Accounts receivable, net (35,955 ) (11,585 ) (3,579 ) (70,093 ) 2,219 Inventories (39,535 ) (38,408 ) 980 (98,448 ) (8,291 ) Prepaid expenses and other assets 2,390 1,808 2,789 7,054 7,566 Accounts payable 7,080 15,686 2,343 50,148 1,875 Accrued liabilities 7,011 1,378 2,483 7,858 2,788 Other liabilities 173 (899 ) (3,301 ) (53 ) (6,210 ) Net cash provided by (used in) operating activities (28,826 ) (15,875 ) 9,247 (47,618 ) 20,716 Cash flows from investing activities: Capital expenditures (10,708 ) (7,768 ) (7,148 ) (25,541 ) (32,920 ) Net cash used in investing activities (10,708 ) (7,768 ) (7,148 ) (25,541 ) (32,920 ) Cash flows from financing activities: Issuance of ordinary shares, net of fees and expenses — 195,380 — 195,380 — Issuance of ordinary shares under share-based compensation plans 604 1,418 618 6,788 5,272 Employees' taxes paid upon vesting of restricted share units (2,461 ) (4,226 ) (601 ) (9,109 ) (3,647 ) Debt issuance and modification costs — — (1,215 ) — (1,215 ) Proceeds from term loan — — 57,003 — 57,003 Repayments on term loan (1,562 ) (1,562 ) (57,628 ) (4,687 ) (61,378 ) Net cash provided by (used in) financing activities (3,419 ) 191,010 (1,823 ) 188,372 (3,965 ) Net increase (decrease) in cash (42,953 ) 167,367 276 115,213 (16,169 ) Cash at beginning of period 256,456 89,089 92,224 98,290 108,669 Cash at end of period $ 213,503 $ 256,456 $ 92,500 $ 213,503 $ 92,500 Supplemental disclosures of cash flow information: Cash paid during the period for interest $ 1,930 $ 1,910 $ 2,773 $ 5,799 $ 7,117 Cash paid during the period for taxes, net of refunds $ 1,010 $ 1,148 $ 585 $ 1,472 $ 1,884 Supplemental disclosures of non-cash activities: Capital expenditures included in accounts payable $ 5,480 $ 2,268 $ 3,967 $ 5,480 $ 3,967 Right-of-use assets obtained in exchange for new operating lease liabilities $ 1,547 $ — $ 483 $ 3,971 $ 1,256 ICHOR HOLDINGS, LTD. Reconciliation of U.S. GAAP Gross Profit to Non-GAAP Gross Profit (dollars in thousands) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 U.S. GAAP gross profit $ 52,048 $ 40,983 $ 11,069 $ 125,289 $ 66,793 Non-GAAP adjustments: Share-based compensation 708 632 773 1,885 2,254 Facility shutdown costs (1) — — 341 — 698 Other (2) — — 10 — 1,171 Non-GAAP gross profit $ 52,756 $ 41,615 $ 12,193 $ 127,174 $ 70,916 U.S. GAAP gross margin 15.8 % 13.9 % 4.6 % 14.2 % 9.2 % Non-GAAP gross margin 16.0 % 14.1 % 5.1 % 14.5 % 9.8 % (1) Represents costs associated with the exit from our Scotland and Korea operations. Included in this amount for the third quarter of 2025 and for the nine months ended September 26, 2025 are severance costs associated with affected employees of $0.3 million and $0.7 million, respectively. (2) Represents severance costs associated with our global reduction-in-force programs (other than severance costs associated with the exit from our Scotland and Korea operations, as described above). ICHOR HOLDINGS, LTD. Reconciliation of U.S. GAAP Operating Income (Loss) to Non-GAAP Operating Income (dollars in thousands) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 U.S. GAAP operating income (loss) $ 22,810 $ 7,195 $ (19,425 ) $ 32,090 $ (25,437 ) Non-GAAP adjustments: Share-based compensation 2,796 4,529 4,221 11,158 12,571 Amortization of intangible assets 1,877 1,911 2,077 5,866 6,233 Settlement loss (1) 779 — — 779 — Restructuring plan costs (2) — 2,661 873 3,210 873 Facility shutdown costs (3) 4 44 618 162 3,940 Other (4) 87 — 68 87 1,408 Non-GAAP operating (loss) income $ 28,353 $ 16,340 $ (11,568 ) $ 53,352 $ (412 ) U.S. GAAP operating margin 6.9 % 2.4 % (8.1 )% 3.6 % (3.5 )% Non-GAAP operating margin 8.6 % 5.5 % (4.8 )% 6.1 % (0.1 )% (1) During the third quarter of 2026, we recorded a loss accrual of $0.8 million relating to expected settlements of employment-related legal matters. (2) Represents the costs associated with our Consolidation Restructuring Plan. Included in this amount for the second quarter of 2026, the third quarter of 2025, the nine months ended September 25, 2026, and the nine months ended September 26, 2025 are: (i) fixed asset charges of $1.3 million, $0.5 million, $1.4 million, and $0.5 million, respectively; (ii) ROU asset impairment costs of $0.9 million, $0.4 million, $0.9 million, and $0.4 million, respectively; and (iii) other direct and incremental restructuring related costs of $0.5 million, $0.0 million, $0.9 million, and $0.0 million, respectively. (3) Represents costs associated with the exit from our Scotland and Korea operations. Included in this amount for the second quarter of 2026, the third quarter of 2025, the nine months ended September 25, 2026, and the nine months ended September 26, 2025 are: (i) other direct and incremental facility exit-related costs of $0.1 million, $0.1 million, $0.2 million, and $0.7 million, respectively; (ii) severance costs associated with affected employees of $0.0 million, $0.5 million, $0.0 million, and $1.3 million, respectively (iii) ROU asset impairment costs of $0.0 million, $0.0 million, $0.0 million, and $1.3 million, respectively; and (iv) fixed asset charges of $0.0 million, $0.0 million, $0.0 million, and $0.6 million, respectively. (4) Represents severance costs associated with our global reduction-in-force programs (other than severance costs associated with the exit from our Scotland and Korea operations, as described above). ICHOR HOLDINGS, LTD. Reconciliation of U.S. GAAP Net Income (Loss) to Non-GAAP Net Income (Loss) (in thousands, except share and per share amounts) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 U.S. GAAP net income (loss) $ 20,947 $ 998 $ (22,853 ) $ 19,476 $ (36,820 ) Non-GAAP adjustments: Share-based compensation 2,796 4,529 4,221 11,158 12,571 Amortization of intangible assets 1,877 1,911 2,077 5,866 6,233 Settlement loss (1) 779 — — 779 — Restructuring plan costs (2) — 2,661 873 3,210 873 Facility shutdown costs (3) 4 44 618 162 3,940 Other (4) 87 — 68 87 1,408 Loss on extinguishment of debt (5) — — 667 — 667 Tax adjustments related to non-GAAP adjustments (6) (2,272 ) 2,029 172 939 401 Tax expense from valuation allowance (7) — — (254 ) — 83 Non-GAAP net income (loss) $ 24,218 $ 12,172 $ (14,411 ) $ 41,677 $ (10,644 ) U.S. GAAP diluted EPS $ 0.55 $ 0.03 $ (0.67 ) $ 0.53 $ (1.08 ) Non-GAAP diluted EPS $ 0.63 $ 0.34 $ (0.42 ) $ 1.14 $ (0.31 ) Shares used to compute non-GAAP diluted EPS 38,162,523 36,302,279 34,346,172 36,561,346 34,174,639 (1) During the third quarter of 2026, we recorded a loss accrual of $0.8 million relating to expected settlements of employment-related legal matters. (2) Represents the costs associated with our Consolidation Restructuring Plan. Included in this amount for the second quarter of 2026, the third quarter of 2025, the nine months ended September 25, 2026, and the nine months ended September 26, 2025 are: (i) fixed asset charges of $1.3 million, $0.5 million, $1.4 million, and $0.5 million, respectively; (ii) ROU asset impairment costs of $0.9 million, $0.4 million, $0.9 million, and $0.4 million, respectively; and (iii) other direct and incremental restructuring related costs of $0.5 million, $0.0 million, $0.9 million, and $0.0 million, respectively. (3) Represents costs associated with the exit from our Scotland and Korea operations. Included in this amount for the second quarter of 2026, the third quarter of 2025, the nine months ended September 25, 2026, and the nine months ended September 26, 2025 are: (i) other direct and incremental facility exit-related costs of $0.1 million, $0.1 million, $0.2 million, and $0.7 million, respectively; (ii) severance costs associated with affected employees of $0.0 million, $0.5 million, $0.0 million, and $1.3 million, respectively; (iii) ROU asset impairment costs of $0.0 million, $0.0 million, $0.0 million, and $1.3 million, respectively; and (iv) fixed asset charges of $0.0 million, $0.0 million, $0.0 million, and $0.6 million, respectively. (4) Represents severance costs associated with our global reduction-in-force programs (other than severance costs associated with the exit from our Scotland and Korea operations, as described above). (5) In September 2025, we entered into an amended and restated credit agreement, which includes a group of financial institutions as direct lenders underlying the agreement. Under the debt modification literature codified in ASC 470, a portion of the refinance was treated as an extinguishment. Accordingly, $0.2 million of existing capitalized deferred issuance costs were written off as a loss on extinguishment of debt and $0.5 million of third-party and lender fees were expensed as incurred. (6) Represents the income tax effect of the adjustments used to reconcile GAAP net income (loss) to non-GAAP net income (loss). The tax effect is determined by calculating an estimated annual effective tax rate on non-GAAP pre-tax income or loss using principles consistent with ASC 740-270. This calculation is based primarily on forecasted annual non-GAAP pre-tax income or loss by jurisdiction and the applicable statutory tax rates in those jurisdictions (including the impact of applicable tax holidays and valuation allowances which may limit or eliminate the tax effect of certain adjustments), applying that rate to non-GAAP year-to-date consolidated pre-tax income or loss, and adjusting for discrete tax items. For the U.S. jurisdiction, the Company used the actual year-to-date effective tax rate as the best estimate of the annual effective tax rate for the third quarter of 2026 and the nine months ended September 25, 2026 because an annual effective tax rate could not be reliably estimated as a result of projected full-year ordinary income being approximately breakeven. For the three months ended September 25, 2026, June 26, 2026, and September 26, 2025, and the nine months ended September 25, 2026 and September 26, 2025, on a GAAP and non-GAAP basis the United States maintains a valuation allowance against its deferred tax assets and is the primary jurisdiction impacted by the non-GAAP adjustments. The tax effect of the non-GAAP adjustments is primarily driven by the forecasted mix of earnings in domestic and international jurisdictions. (7) During the first quarter of 2025, we recorded a valuation allowance against the deferred tax assets of our Scotland and Korea operations. During the third quarter, we reversed the valuation allowance on our Scotland deferred tax assets due to a change in the facts and circumstances around our ability to utilize our deferred tax assets. ICHOR HOLDINGS, LTD. Reconciliation of U.S. GAAP Net Cash Provided by Operating Activities to Free Cash Flow (in thousands) (unaudited) Three Months Ended Nine Months Ended September 25, 2026 June 26, 2026 September 26, 2025 September 25, 2026 September 26, 2025 Net cash provided by (used in) operating activities $ (28,826 ) $ (15,875 ) $ 9,247 $ (47,618 ) $ 20,716 Capital expenditures (10,708 ) (7,768 ) (7,148 ) (25,541 ) (32,920 ) Free cash flow $ (39,534 ) $ (23,643 ) $ 2,099 $ (73,159 ) $ (12,204 ) View source version on businesswire.com: https://www.businesswire.com/news/home/20261102404580/en/

Keysight Announces CFO Succession. Keysight Technologies, Inc. ( KEYS ) today announced that Jason Kary has been appointed the company’s next Chief Financial Officer, effective December 18, 2026, as part of a planned succession. Kary, currently Senior Vice President and President, Electronic Industrial Solutions Group, will succeed Neil Dougherty, who has served as CFO for the last 13 years and been with the company for 30 years. Dougherty will remain with Keysight in an advisory capacity for fiscal 2027 to support a smooth transition. “Jason’s appointment reflects the strength of our leadership team and track record of developing talent through diverse leadership experiences,” said Satish Dhanasekaran, Keysight’s President and Chief Executive Officer. “Jason has played an important role in Keysight’s growth and value creation. He brings a distinctive combination of financial expertise, strategic perspective, and operational leadership, along with a deep understanding of our customers and business." “I am honored to step into the role of Keysight’s CFO at such an exciting time in our company’s history,” said Kary. “Keysight is uniquely positioned to help customers solve increasingly complex engineering challenges and accelerate innovation across the markets we serve. I look forward to partnering with Satish and the leadership team to execute our strategy with financial discipline, invest in our long-term growth opportunities, and create sustainable value for our customers and shareholders.” Following Kary’s appointment, the Electronic Industrial Solutions Group will report to Kailash Narayanan, Senior Vice President and President, Communications Solutions Group, while remaining a separately reported financial segment. “I want to thank Neil for his exceptional contributions to Keysight since our spin,” Dhanasekaran added. “He has helped build a strong financial model and organization that has supported Keysight’s leadership and transformation. We appreciate his continued support in ensuring a smooth transition.” “It has been a privilege to serve as Keysight’s Chief Financial Officer for 13 years,” said Dougherty. “I’m proud of what we have accomplished together and grateful for the many talented colleagues I have had the opportunity to work alongside. Keysight has an exceptional team, a strong culture, and an exciting future ahead. I look forward to supporting Jason through the transition and to the company’s continued success.” Q4 FY2026 Financial Results Keysight is not updating its previously provided outlook for the fourth fiscal quarter of 2026. Demand across Keysight’s end markets remains strong and the company continues to execute well. Keysight will share its financial results for the fourth fiscal quarter ended October 31, 2026, on Thursday, November 19, as scheduled. About Jason Kary Kary was most recently Senior Vice President and President of Keysight’s Electronic Industrial Solutions Group, serving the automotive, energy, general electronics, manufacturing, education, and semiconductor industries. Previously, as Vice President, Treasurer and Head of Investor Relations from 2014 to 2024, he was responsible for the company’s capital structure, cash, investments, foreign exchange, pension, insurance, and financing, and he led Keysight’s investor relations function from the company’s formation, becoming a trusted voice for its strategy with the financial community. Kary brings three decades of finance and business leadership experience. He joined HP in 1996 and held finance roles of increasing responsibility through the company’s evolution into Agilent and Keysight, including as Group Chief Financial Officer for Agilent’s $1.6 billion Life Sciences Group. He holds an MBA from Carnegie Mellon University and a bachelor’s degree from the University of Illinois, Urbana-Champaign. Forward-Looking Statements This communication contains forward-looking statements as defined in the Securities Exchange Act of 1934 and is subject to the safe harbors created therein. The words “expect,” “intend,” “will,” “should” and similar expressions are intended to identify forward-looking statements. These forward-looking statements involve risks and uncertainties that could significantly affect the expected results and are based on certain key assumptions of Keysight’s management and on currently available information. Due to such uncertainties and risks, no assurances can be given that such expectations or assumptions will prove to have been correct, and readers are cautioned not to place undue reliance on such forward-looking statements, which speak only as of the date hereof. Keysight undertakes no responsibility to publicly update or revise any forward-looking statement. About Keysight Technologies Keysight ( KEYS ) serves technology innovators as a mission-critical design enablement partner for the world’s most complex engineering challenges. By connecting market-leading design, emulation, and test solutions across the full lifecycle, Keysight helps engineering teams accelerate innovation, reduce risk, and bring new technologies to market faster. Customers across AI infrastructure, communications, industrial automation, aerospace and defense, automotive, semiconductor, and general electronics rely on Keysight to bridge virtual design and physical reality, enabling confident decisions earlier. Learn more at www.keysight.com. Source: IR-KEYS View source version on businesswire.com: https://www.businesswire.com/news/home/20261102943301/en/

Onsemi To Acquire Ferric, Establishing Leadership In Power Delivery For Next-Generation AI Processors ON

Harmonic 3Q Adj EPS 23c >HLIT

Harmonic 3Q EPS 13c >HLIT

Ichor Holdings 3Q EPS 55c >ICHR

Ichor Holdings 3Q Sales $328.7M >ICHR

Ichor Holdings 3Q Net $20.9M >ICHR

Ichor Holdings 3Q Adj EPS 63c >ICHR

Iran's IRNA: Explosions heard in Qeshm Island; no official confirmation.

@WOLF_Financial: [转推] Evan reposted LATTICE SEMICONDUCTOR $LSCC JUST REPORTED Q3 EARNINGS - Revenue: $291.0M, beating expectations of $256M 🟢 - Adj EPS: $0.72, beating expectations of $0.55 🟢 - Non-GAAP Gross Margin: 70.9% - Adj EBITDA: $131.0M Q4 Guidance: - Revenue: $325M-$345M, above expectations of $293M 🟢 - Adj EPS: $0.82-$0.86, above expectations of $0.64 🟢 - Non-GAAP Gross Margin: 72.0% +/- 1% Key Updates: - New Products: tracking to 25% of FPGA revenue in 2026 - Technical Summits: Over 700 customers and partners (over 20 solutions demonstrated)

Economic and event calendar in Asia 03 November 2026 - RBA rate hike expected

NASDAQ CLOSES 1.12% LOWER AT 25,152.43, DOWN 284.57 POINTS

Marvell $MRVL stock just had its worst 3 day decline since 2000 🔴

S&P 500 CLOSES 0.51% LOWER AT 7,541.52, DOWN 38.55 POINTS

*NASDAQ 100 FALLS 10% FROM OCTOBER RECORD TO ENTER CORRECTION

DOW JONES CLOSES 0.42% HIGHER AT 51,987.61, UP 217.30 POINTS

AI/Tech Wrecks As Crude Carnage & Macro Malaise Sparks Bond Bid, Gold Gains

TRUMP SAYS OIL PRICES ARE “DROPPING LIKE A ROCK,” DOWN ALMOST $10 A BARREL, “A RECORD,” BECAUSE PEOPLE FEEL THERE WILL NOT BE A WAR WITH IRAN, ADDING THAT IRAN WANTS A SETTLEMENT AS SOON AS POSSIBLE AND “IT COULD HAPPEN” - TRUTH SOCIAL

Trump: Oil Prices Dropping Almost $10/Bbl As Fears Of Iran War Fade - Iran Wants A Settlement As Soon As Possible

🔴 MOC IMBALANCE S&P 500: 1192.4 MLN NASDAQ 100: 356.7 MLN DOW 30: 172.8 MLN MAG 7: 83.1 MLN $MACRO

Trump Says 'No Rush' On Renewing Iran War, Oil Prices 'Dropping Like A Rock' [链接预览] Brent, WTI Futs Tumble As Trump May Give Diplomacy A Chance, Iran Floats Two-Day Hormuz Reopening

Apple and Palantir earnings preview: The numbers buyers and sellers will be watching him

Robot Mowers Invade America's Golf Courses, Putting Groundskeepers On Notice

Money Quote: Apple's AI Future — WSJ. "We are headed toward a situation where Siri is the agent. That transition hasn't happened yet, but that is where we're headed. And if we pay Chat GPT $20 a month (through an iPhone app store purchase), guess what? Apple gets 30% of that." -Gil Luria, head of technology research at D.A. Davidson. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).

QUICK SPARK: CoreWeave Stock Hits New All-Time Low. CoreWeave CRWV shares are sliding to a new all-time low amid a sharp selloff — the shares hit $49.92 and were down 8% on the day, extending the stock’s monthly losses to 44%. In a Monday announcement, the company expanded its strategic partnership with CrowdStrike Holdings, Inc. CRWD to enhance cybersecurity for AI workloads. The collaboration integrates CrowdStrike’s Falcon platform to provide 24/7 managed security for CoreWeave’s AI cloud, according to Benzinga Pro . Concerns Over Coreweave’s Financial Health U.S. Treasury Secretary Scott Bessent addressed concerns about AI-related debt, describing neocloud companies like CoreWeave as a small component of the market. Despite rising borrowing costs, Bessent noted that capital continues to flow into the tech sector, emphasizing that the financing for AI infrastructure remains robust. His comments come amid mounting financial pressure on CoreWeave . In a Thursday note, concerns over capital spending by major tech companies affected neocloud stocks, including CoreWeave. Microsoft Corp MSFT and Alphabet Inc. GOOG GOOGL reported lower-than-expected capital expenditures, raising questions about the sustainability of hyperscaler spending. This led to a sharp decline in CoreWeave’s stock and other AI infrastructure providers. AI Bubble Deflation and Coreweave’s Debt Concerns In a Tuesday discussion, Ed Yardeni suggested that tighter credit conditions could deflate the AI bubble without causing a collapse. Yardeni highlighted that the bond market is scrutinizing AI investments more closely, which could restrain excessive spending. This scrutiny comes as CoreWeave faces increasing debt pressures. CoreWeave’s credit default swaps have reached a record high, drawing comparisons to the 2008 Lehman Brothers collapse. The cost of insuring CoreWeave’s debt has surged, implying a significant default risk. This development has led some analysts to whisper ‘Lehman’ as they assess the company’s financial stability. Technical Analysis CoreWeave’s RSI stands at 33.72, indicating a neutral position. The stock trades 30.94% below its 50-day SMA of $79.45 and 39.93% below its 200-day SMA of $91.35. The 50-day SMA is also below the 200-day SMA. Jim Cramer Dares Nvidia’s Jensen Huang to Buy CoreWeave’s 15% Debt Trump’s $350 Billion Defense Gamble Has a $290 Billion Problem

All these stocks hit new 52 WEEK LOWS at some point today CoreWeave $CRWV AST Spacemobile $ASTS Applied Digital $APLD IREN $IREN Applied Digital $APLD Coinbase $COIN Mobileye $MBLY Cameco $CCJ Alnylam $ALNY Axsome Therapeutics $AXSM Ionis $IONS Grupo Galicia $GGAL

Look at this bearish flow on Eli Lilly $LLY. Someone just put $6 million into $1,420 puts expiring January 2027. 704 contracts across 74 trades, almost all at the ask Volume 23x open interest Stock at $1,410; breakeven at $1,334.50 Could be a hedge, but that’s aggressive downside positioning.

NEWS: "There are mounting signs that global growth is cooling. An AI-driven stock market slump could sharply deepen the slowdown and even tip several major economies into recession," per Reuters

【最新内容：zerohedge @zerohedge · 2026-11-02T20:35:07.000Z】 SNDK -6.50% LOD 【引用内容：zerohedge @zerohedge · 2026-10-30T14:13:27.000Z】 Flash Crash: Kioxia Warns NAND Price Surge Ending, Sending Sandisk Plunging https://zerohedge.com/markets/flash-crash-kioxia-warns-nand-price-surge-ending-sending-sandisk-plunging…

DELTA AIR LINES CEO CALLS HEATHROW AIRPORT’S DECISION TO RELOCATE ITS OPERATION TO TERMINAL 4, AWAY FROM VIRGIN ATLANTIC, “DEEPLY DISAPPOINTING,” ADDING THAT DELTA WILL PURSUE REMEDIES AGAINST THE RELOCATION DECISION - CEO STATEMENT

"Not Acceptable At All": Trump Blasts Former US Attorney's $50M Concord Deal After NYT Report [链接预览] zerohedge.com "Not Acceptable At All": Trump Blasts Former US Attorney's $50M Concord Deal After NYT Report Trump just called former US Attorney Alina Habba Mildon's $50 million contract "totally obnoxious and outrageous, and it's not acceptable..."

【最新内容：Evan @StockMKTNewz · 2026-11-02T20:28:19.000Z】 Apple $AAPL and Palantir $PLTR earnings coming out after the close 👀 【引用内容：WOLF @WOLF_Financial · 2026-11-02T20:13:00.000Z】 PALANTIR $PLTR REPORTS EARNINGS AFTER THE BELL TODAY Here's what CEO Alex Karp told retail investors at the end of the company's last earnings call "Your support was crucial to getting us as far, and crucial to getting us to where we're going to go, which is a much, much, much,

Vance ends remarks to reporters

Vance: I discussed Iran with Trump about an hour ago

US VP Vance On Iran: We've Made Some Progress, Will See If Can Make Some More - Have Not Set Deadlines To Resume Strikes

Vance: Have had a number of good talks with Iranians

US VP Vance on Iran: We have not set deadlines to resume strikes.

Vance: I feel good about prospects of Iran deal. We've made some progress, will see if can make some more.