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Texas Instruments Insiders Sold Shares Worth Over $4.5M. Director and direct shareholder Robert E. Sanchez sold 6,065 shares of Texas Instruments common stock on October 27, 2026, in two transactions at weighted average prices of $302.14 and $303.07 per share, for a total of $1,832,922. After the transactions, he directly owned 21,600 shares. Director Pamela H. Patsley sold 4,532 shares of Texas Instruments common stock at a weighted average price of $301.56 per share, for a total of $1,366,669. Following the transaction, she directly owned 34,487 shares. Director and direct shareholder Janet F. Clark sold 4,306 shares of Texas Instruments common stock on October 27, 2026, in transactions at weighted average prices of $302.40 for 3,956 shares and $303.17 for 350 shares, for a total of $1,302,403. Following the transactions, she directly owned 11,341 shares. Reporter Name Relationship Type Amount SEC Filing Sanchez Robert E Director Sell $1,832,922 Form 4 Patsley Pamela H Director Sell $1,366,669 Form 4 Clark Janet F Director Sell $1,302,403 Form 4

Alphabet Inc. Price Target Cut to $375.00/Share From $425.00 by JP Morgan. Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOG/analyst-ratings (20:40 GMT) Alphabet Inc. Is Maintained at Overweight by JP Morgan Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOG/analyst-ratings

Amazon $AMZN just brought in more than $200 Billion of revenue for the 3 quarter in its history

RBC Capital maintains Vertiv Holdings at Outperform, raises price target to $351 from $323. RBC Capital maintained Vertiv Holdings at Outperform and raised its price target to $351 from $323, an 8.7% increase. The price target implies an upside of 42.7% from the Oct 29 close of $245.92. Recent analyst actions on Vertiv Holdings Date Firm Action Rating Price target Oct 29 Citigroup Maintains Buy $362 Oct 29 TD Cowen Maintains Buy $357 Oct 29 Wells Fargo Maintains Overweight $345 Oct 15 Mizuho Maintains Outperform $280 Oct 14 RBC Capital Maintains Outperform $323 Across the five most recent analyst notes published on Vertiv Holdings over the past 30 days, price targets range from $280 to $362. Explore more price target data and ratings for Vertiv Holdings on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Sandisk sees revenue nearly quintuple - and its stock is heading higher. By Emily Bary and Hannah Pedone Sandisk's earnings show that the company is growing quite profitably Sandisk's stock is up more than 450% this year. One of the market's hottest artificial-intelligence companies just impressed with its latest earnings commentary. Sandisk (SNDK) gave a forecast that calls for $12.2 billion to $12.6 billion in revenue during the December quarter, whereas analysts tracked by FactSet had been looking for $12.3 billion. Revenue for the September quarter came in at $11 billion, up 378% from a year prior, while analysts were modeling $10.7 billion. CEO David Goeckeler called out "robust and growing demand for our products," which fueled "outpaced growth in our data-center business." Shares were up 2% in Thursday's extended session. Sandisk has been a major beneficiary of the AI boom, which has fueled unprecedented demand for products that store and move data. The company has been able to grow quite profitably, as tight supply of its storage offerings has allowed it to raise prices dramatically. To that end, the company logged an 85.1% adjusted gross margin for the September quarter, with that measure showing the portion of money Sandisk was able to retain after covering the costs of making its products. This marked an expansion from the 84.6% adjusted operating margin recorded in the June quarter. Sandisk's forecast calls for an adjusted gross margin of 84.5% to 85.5% in the December quarter. Adjusted earnings per share in the September quarter ballooned 6,913% to $52.60 and exceeded expectations for $46.67, although the company flagged that the percentage is "not a meaningful figure." Sandisk shares have been among the best performers in the S&P 500 SPX this year, rising more than 450% so far in 2026, a gain second only to that of Moderna (MRNA). -Emily Bary -Hannah Pedone This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

Monolithic Power Systems Announces Appointments Of Chief Financial Officer And Chief Accounting Officer. Monolithic Power Systems Inc MPWR : MONOLITHIC POWER SYSTEMS ANNOUNCES APPOINTMENTS OF CHIEF FINANCIAL OFFICER AND CHIEF ACCOUNTING OFFICER MONOLITHIC POWER SYSTEMS - APPOINTS TONY BALOW AS CFO AND ROBERT DEAN AS CAO EFFECTIVE IMMEDIATELY

Total money market funds fell $43.29b to $7.9t for the week ended October 28th - ICI.

Intel Shares Tumble on Lower 3Q Profit, Weak 4Q Guidance. By Elias Schisgall Intel logged a lower profit in the third quarter and guided for lackluster fourth-quarter earnings, sending shares sliding after-hours. The chip maker on Thursday projected that adjusted earnings in the current fourth quarter of 25 cents a share, on revenue between $15 billion and $16 billion. Analysts polled by FactSet were expecting fourth-quarter earnings of 45 cents a share on $17.29 billion of revenue. Shares fell 17% to $76.85 in after-hours trading. The stock closed down 3.6% at $92.07, and has more than doubled in price this year through the close. The company reported a third-quarter profit of $3.32 billion, or 60 cents a share. That compares with a profit of $4.06 billion, or 90 cents a share, a year earlier. Stripping out certain one-time items, adjusted earnings were 52 cents a share. Analysts polled by FactSet were expecting 41 cents a share. Revenue grew 21% to $16.51 billion, missing analyst expectations for $16.56 billion. While revenue from the company's data center and AI segment surged 78% to $7.3 billion, the client computing and physical AI group had revenue decline 5% to $8.1 billion. Intel Chief Executive Lip-Bu Tan said the company has seen headwinds in the personal computer market, with Chief Financial Officer David Zinsner projecting that the PC slowdown will last through at least the first six months of 2027. "Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Tan said. Intel is prioritizing building additional capacity for its Xeon line of CPUs to meet "extraordinary demand," Tan added. Write to Elias Schisgall at elias.schisgall@wsj.com

The idea that the Bank of Japan would enact a second hike in as many meetings has been given short shrift by central bank watchers. Nonetheless, experts expect a hawkish hold when the bank announces its decision on Friday. – Preview by @HarryDaniels71 https://livesquawk.com/report/special_boj-set-for-hawkish-hold-with-a-december-hike-in-play…

Tech Selloff Sparks Broad Market Rotation as Bonds Rally – US Market Wrap [链接预览] features.financialjuice.com Tech Selloff Sparks Broad Market Rotation as Bonds Rally – US Market Wrap - FinancialJuice A selloff in major technology stocks triggered a rotation into the broader equity market, while renewed concerns over the artificial-intelligence trade boosted demand for Treasuries. Alphabet plunged...

Tokyo CPI preview: core inflation seen at 2.6% as BoJ weighs December hike

AIR CANADA SEES FY2026 ADJUSTED CASM UP 5.5%-6% FROM 2025 AND ASM CAPACITY UP ABOUT 2.75%, ASSUMING JET FUEL AVERAGES ABOUT C$1.72 PER LITRE IN Q4, AND RECORDED PENSION PAST SERVICE COST CHARGES OF $131 MLN RELATED TO THE IAMAW AGREEMENT IN Q3

AIR CANADA SAYS DECISIVE PRICING, CAPACITY AND COST ACTIONS HELPED MITIGATE A CAD 906 MLN YOY INCREASE IN FUEL EXPENSE, THOUGH IT EXPECTS A CHALLENGING ENVIRONMENT TO PERSIST, WITH FY ADJUSTED EBITDA SEEN AT CAD 2,400 MLN TO 2,700 MLN AND FY FREE CASH FLOW SEEN BREAK-EVEN PLUS OR MINUS $150 MLN

AIR CANADA Q3 ADJUSTED EPS CAD 0.75, ABOVE IBES ESTIMATE OF CAD 0.53, WITH EPS CAD 0.49, NET INCOME CAD 139 MLN, OPERATING MARGIN 3.7% AND REVENUE CAD 6,984 MLN, ABOVE ESTIMATE OF CAD 6,879 MLN

Sandisk Profit Soars as AI Demand Drives Up Prices. By Nicholas G. Miller Sandisk reported exponentially higher fiscal first-quarter profit as the AI buildout drives memory demand skyward. The company posted net income of $8.1 billion, or $52.60 a share, up from $112 million, or 75 cents a share, the year prior. Adjusted earnings were $49.51 a share. Analysts polled by FactSet expected $46.67 a share. Revenue soared to $11.03 billion from $2.31 billion. Wall Street expected $10.72 billion. The company guided for second-quarter revenue of $12.2 billion to $12.6 billion and adjusted earnings of $55 to $57 a share. Analysts see second-quarter revenue of $12.31 billion and adjusted earnings of $53.60 a share. Hyperscalers have been willing to pay high prices for data storage, transforming the businesses of providers like Sandisk. Capacity has remained constrained, giving suppliers significant leverage in price negotiations with customers. Write to Nicholas G. Miller at nicholas.miller@wsj.com.

Friday FX Option Expiries [链接预览] financialjuice.com Friday FX Option Expiries EUR/USD: 1.1150 (EU4.39b), 1.1200 (EU3.47b), 1.1100 (EU1.82b) USD/JPY: 155.40 ($1.6b), 155.00 ($1.53b), 166.00 ($1.33b) USD/BRL: 5.0000 ($1.67b), 5.2000 ($1.3b), 5.0500 ($1.19b) AUD/USD: 0.7025...

Microsoft Price Target Maintained With a $640.00/Share by RBC Capital. Ratings actions from Benzinga: https://www.benzinga.com/quote/MSFT/analyst-ratings

SanDisk Posts Q1 Double Beat, Announces Stock Split. SanDisk Corp. SNDK posted its first-quarter fiscal 2027 results after Thursday’s closing bell, beating analyst estimates on the top and bottom lines. Here’s a look at the details inside the report. SNDK stock is moving. Watch the price action here. SanDisk Q1 Details SanDisk reported quarterly earnings of $49.51 per share, which beat the Street estimate of $46.22 by 7.12%, per Benzinga Pro data. Quarterly revenue clocked in at $11.03 billion, which beat the consensus estimate of $10.64 billion and was up from $2.31 billion in the same period last year. The company also announced an eight-for-one forward stock split effective Nov. 19, 2026. “We have started fiscal year 2027 with another quarter of strong performance, with robust and growing demand for our products driving outpaced growth in our data center business,” said CEO David Goeckeler . “We are executing on the strategy that we outlined at Investor Day, delivering growing and durable free cash flow through our technology leadership, deep customer partnerships, and disciplined financial management,” he added. Looking Ahead SanDisk expects second-quarter adjusted EPS of $55 to $57, versus the $53.19 analyst estimate, and revenue in a range of $12.2 billion to $12.6 billion, versus the $12.18 billion estimate. SNDK Stock Price: According to data from Benzinga Pro , SanDisk stock was up 2.42% to $1,362.20 in Thursday’s extended trading.

Infleqtion, Inc. (INFQ) Sets Q3 2026 Results for Nov. 16 After Close. Infleqtion, Inc. will release Q3 2026 results on Monday, Nov. 16, 2026, after market close, with a webcasted call at 4:30 PM ET. Material Details # Detail AI Analyst View 1 Q3 FY2026 results on Nov. 16 AMC Timing can drive volatility; traders position for the print and call commentary. 2 Earnings call at 4:30 PM ET Guidance and orders commentary often move the stock after hours. 3 Webcast and replay provided Ensures broad access to management remarks that can shift sentiment. Context by AI Analyst This is a routine earnings scheduling update, setting the near-term catalyst for the stock. A material move likely requires new KPIs, guidance, contract wins, or margin updates disclosed in the release or call. Based on the original press release from Infleqtion, Inc. distributed by BusinessWire.

Infleqtion to Report Third Quarter 2026 Financial Results on November 16, 2026. Infleqtion ( INFQ ) (the “Company”), a global leader in quantum computing and quantum sensing powered by neutral-atom technology, today announced that it will release its financial results for the quarter ended September 30, 2026, on Monday, November 16, 2026, after the financial markets close. The Company will host a conference call at 4:30 PM Eastern Time the same day to discuss financial results. The call will be webcast live on the Company’s Investor Relations website at https://ir.infleqtion.com/ in the News & Events section. An archived replay will be available shortly after the call. Conference Call Details Live Call Domestic Dial-In: 1-877-869-3847 International Dial-In: 1-201-689-8261 Replay Domestic Dial-In: 1-877-660-6853 International Dial-In: 1-201-612-7415 Access ID: 13763444 Webcast Event URL: https://event.webcasts.com/starthere.jsp?ei=1779772&tp_key=8d863a1477 The replay will be available approximately three hours after the conclusion of the conference call through November 30, 2026. About Infleqtion Infleqtion, Inc. ( INFQ ) is a global leader in quantum technology, delivering neutral atom solutions for quantum computing, networking, sensing, and security. With a product portfolio spanning quantum computers, quantum optical clocks, RF receivers, and inertial sensors, Infleqtion’s full-stack approach combines high-performance hardware with the company’s proprietary Superstaq quantum computing software platform. Infleqtion’s systems are already in use by the U.S. Department of War, NASA, the U.K. government, and in multiple collaborations with NVIDIA. Infleqtion, in collaboration with NVIDIA, published the world’s first demonstration of a materials science application using logical qubits. With operations in the U.S., Europe, and Asia, Infleqtion meets the demands of government and commercial customers across the space, defense, energy, finance and telecommunications sectors. For more information, visit Infleqtion.com or follow Infleqtion on LinkedIn, YouTube, and X. View source version on businesswire.com: https://www.businesswire.com/news/home/20261029772815/en/

Redwire Corporation to Report Third Quarter 2026 Results on November 4, 2026. Redwire Corporation ( RDW ; “Redwire” or “the Company”) today announced that it will report financial results for the third quarter ended September 30, 2026, after market close on Wednesday, November 4, 2026. Management will also conduct a conference call starting at 9 a.m. ET on Thursday, November 5, 2026, to review financial results for the third quarter 2026. The earnings conference call can be accessed by calling 877-485-3108 (toll free) or 201-689-8264 (toll), and the conference ID is 13763085 . A presentation with slides will also be live streamed. Please click the link below to follow along with the live stream: https://event.choruscall.com/mediaframe/webcast.html?webcastid=lPYqTb5R The listen-only audio webcast of the call will be available in the investor relations area of the company’s website at https://ir.rdw.com. Please call in or log on at least five minutes in advance of the scheduled start time. For those who are unable to listen to the live event, a replay will be available for two weeks following the event by dialing 877-660-6853 (toll-free) or 201-612-7415 (toll) and entering the access code 13763085. To access the webcast replay, visit the investor relations area of the company’s website at https://ir.rdw.com/. The earnings release and other information related to the earnings announcement will be available on RDW.com. About Redwire Redwire Corporation ( RDW ) is an integrated space and defense tech company focused on advanced technologies. We are building the future of aerospace infrastructure, autonomous systems, and multi-domain operations leveraging digital engineering and AI automation. Redwire’s approximately 1,400 employees located throughout North America and Europe are committed to delivering innovative space and airborne platforms transforming the future of multi-domain operations. For more information, please visit RDW.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20261029841675/en/

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters. By Stephen Culp and Shashwat Chauhan US stocks slid on Thursday, with investors reassessing big tech's massive AI spending spree as they digested high-profile earnings and crucial inflation data the day after the Federal Reserve held US interest rates steady. All three major US equity indexes lost ground, with the tech-laden Nasdaq losing the most in the wake of Alphabet's GOOG disappointing quarterly results released late Wednesday. In contrast, the smallcap Russell 2000 RUT advanced 1.0%. Semiconductor stocks SOX snapped their four-day winning streak, dropping 1.4% as investors sought to distinguish between companies that can fund their lofty AI ambitions and those that burn through cash and borrow funds to realize their goals. Alphabet GOOG was in the latter camp following its quarterly report released late on Wednesday. The Google parent's revenue miss was compounded by its accelerated AI-related cash burn. Its shares slid 12.6%, dragging the communication services sector S5TELS down with it. "A risk-off day like this, with small caps outperforming, is a good sign that thus far the market's interpretation of cracks in the AI story doesn't mean cracks in every corner of the market," said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. "There's plenty of other places to go with your money outside of the AI trade that have pretty decent prospects." On Wednesday, Federal Reserve policymakers chose to hold US rates steady, acknowledging that while price pressures remain "elevated," the central bank will decide on its next move as it "accumulates more information." A raft of economic data released on Thursday answered that call, with a first take on third-quarter GDP that showed the US economy grew at a faster-than-expected pace in the third quarter, while price growth continued to heat up with a war-related oil supply crunch feeding into broader, systemic inflation. The Dow Jones Industrial Average DJI fell 132.54 points, or 0.25%, to 52,342.56, the S&P 500 CBOE:SPX lost 23.59 points, or 0.30%, to 7,720.39 and the Nasdaq Composite IXIC lost 365.13 points, or 1.37%, to 26,184.72. Third-quarter earnings season has crossed the halfway point, with 253 of the companies in the S&P 500 having reported. Of those, 81% have beaten analyst expectations, according to the most recent LSEG data. Analysts now expect aggregate third-quarter S&P 500 earnings growth of 31.0%, year-on-year, per LSEG. Caterpillar CAT topped quarterly profit estimates but left its growth targets unchanged. The heavy equipment maker's shares tumbled 9.3%. Eli Lilly LLY jumped 6.6% after the drugmaker lifted its revenue outlook on strong sales of weight-loss drugs. Ford F gained 12.4% following the automaker's third-quarter revenue beat. Merck MRK beat earnings expectations on the strength of its cancer drug Keytruda and its HPV vaccine Gardasil. The drugmaker's shares advanced 3.8%. Software stocks were broadly weak. Fortinet FTNT and ServiceNow NOW both dropped more than 20% after reporting their quarterly results. Marvell Technology MRVL slumped 13.2% after media reports said the company was in advanced talks to buy data-center optics maker Lumentum Holdings LITE . Lumentum shares rose 0.6%. Amazon AMZN dropped 6.5% in extended trading after it provided disappointing fourth-quarter sales guidance. Advancing issues outnumbered decliners by a 1.95-to-1 ratio on the NYSE. There were 146 new highs and 201 new lows on the NYSE. On the Nasdaq, 2,464 stocks rose and 2,308 fell as advancing issues outnumbered decliners by a 1.07-to-1 ratio. The S&P 500 posted 19 new 52-week highs and 6 new lows while the Nasdaq Composite recorded 88 new highs and 191 new lows. Volume on US exchanges was 17.05 billion shares, compared with the 17.09 billion average for the full session over the last 20 trading days.

AXT Q3 revenue jumps 162% on strong customer demand. Overview Compound semiconductor wafer maker's Q3 revenue rose 162% yr/yr, beating analyst expectations Adjusted net income for Q3 beat analyst expectations Growth driven by strong indium phosphide demand and capacity expansion Outlook Company did not provide specific financial guidance for the next quarter or full year in its press release Result Drivers INDIUM PHOSPHIDE DEMAND - Co said Q3 growth was driven by strong customer demand for indium phosphide material CAPACITY EXPANSION - Co said productivity gains and expanded capabilities for large diameter products increased indium phosphide revenue opportunity MARGIN IMPROVEMENT - Gross margin increased significantly compared to prior periods Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Revenue Beat $73.40 mln $66.006 mln (4 Analysts) Q3 Adjusted Net Income Beat $26.80 mln $20.72 mln (3 Analysts) Q3 Adjusted Gross Margin 56.10% Analyst Coverage The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell" The average consensus recommendation for the semiconductors peer group is "buy" Wall Street's median 12-month price target for AXT, Inc. is $93.00, about 44.5% above its October 28 closing price of $64.38 The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 134 three months ago Reuters Recommended Reads Oct 27 - Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales Oct 27 - Hong Kong's ASMPT Q3 revenue rises 49% on AI demand Oct 27 - Switzerland's INFICON Q3 sales jump, lifts FY outlook on firm semiconductor demand For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

AXT Reports Record Q3 Revenue of $73.4 Million, Up 162% Year Over Year. AXT reported record third-quarter 2026 revenue of $73.4 million, up 162% year over year, driven by strong demand for indium phosphide material. GAAP net income attributable to AXT was $25.7 million, or $0.39 per diluted share, compared with a year-ago net loss. Non-GAAP diluted earnings per share were $0.41. Financial Highlights Revenue was $73.4 million, compared with $28.0 million in the third quarter of 2025. Gross profit was $41.1 million; GAAP gross margin was 56.0%, compared with 22.3% a year earlier. Operating income was $28.4 million, compared with an operating loss of $1.1 million in the third quarter of 2025. Net income attributable to AXT was $25.7 million, or $0.39 per diluted share, versus a net loss of $1.9 million, or $0.04 per diluted share, a year earlier. Non-GAAP net income was $26.8 million, or $0.41 per diluted share. Business Highlights Indium phosphide material demand was the principal driver of the quarter’s record revenue. AXT said it surpassed its goal of doubling indium phosphide capacity and expanded productivity and capabilities for high-value, large-diameter products. The company said these capacity and capability gains have increased its 2026 indium phosphide revenue opportunity to more than four times its prior level. AXT described its focus as executing on customer support as customers scale amid strong market demand. Original SEC Filing: AXT INC [ AXTI ] - 8-K - Oct. 29, 2026

Bloom Energy Price Target Raised to $284.00/Share From $281.00 by Citigroup. Ratings actions from Benzinga: https://www.benzinga.com/quote/BE/analyst-ratings (20:29 GMT) Bloom Energy Is Maintained at Neutral by Citigroup Ratings actions from Benzinga: https://www.benzinga.com/quote/BE/analyst-ratings

GOOGL down half an Elon

Nasdaq leads stocks lower; Intel and Amazon tumble after hours

Sandisk Q1 2027 Earnings Call Is Live. Sandisk's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following SNDK, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

AXT Q3 2026 Earnings Call Is Live. AXT's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following AXTI, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

Intel Corporation Announces Decline In Q3 Bottom Line. SANTA CLARA (dpa-AFX) - Intel Corporation (INTC) revealed a profit for third quarter that Drops, from last year The company's bottom line came in at $3.320 billion, or $0.60 per share. This compares with $4.063 billion, or $0.90 per share, last year. Excluding items, Intel Corporation reported adjusted earnings of $2.8 billion or $0.52 per share for the period. The company's revenue for the period rose 20.9% to $16.513 billion from $13.653 billion last year. Intel Corporation earnings at a glance (GAAP) : -Earnings: $3.320 Bln. vs. $4.063 Bln. last year. -EPS: $0.60 vs. $0.90 last year. -Revenue: $16.513 Bln vs. $13.653 Bln last year. -Guidance: Next quarter EPS guidance: $ 0.25 Next quarter revenue guidance: $ 15.0 B To $ 16.0 B Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

Pentagon Plans For Death Of Trump’s Record Military Budget – @politico [链接预览] subscriber.politicopro.com POLITICO Pro: Pentagon plans for death of Trump’s record military budget The administration insists it has support for a $1.5 trillion defense budget. Officials are privately planning for less.

ST LNG AIMS TO REACH A FINAL INVESTMENT DECISION ON ITS DEEPWATER OFFSHORE LNG EXPORT PROJECT AROUND MID- TO LATE 2027, AND SAYS ONE INDIAN INTEGRATED ENERGY COMPANY IS CLOSE TO SIGNING AS THE PROJECT’S FIRST CUSTOMER - COMPANY PRESIDENT AND CEO

Amazon Craters As Cash Burn Explodes

Monolithic Power Systems, Inc. Q3 Income Advances. WASHINGTON (dpa-AFX) - Monolithic Power Systems, Inc. (MPWR) released a profit for its third quarter that Increases, from the same period last year The company's bottom line totaled $271.067 million, or $5.51 per share. This compares with $179.766 million, or $3.74 per share, last year. Excluding items, Monolithic Power Systems, Inc. reported adjusted earnings of $402.7 million or $8.19 per share for the period. The company's revenue for the period rose 63.1% to $1.202 billion from $737.176 million last year. Monolithic Power Systems, Inc. earnings at a glance (GAAP) : -Earnings: $271.067 Mln. vs. $179.766 Mln. last year. -EPS: $5.51 vs. $3.74 last year. -Revenue: $1.202 Bln vs. $737.176 Mln last year. -Guidance: Next quarter revenue guidance: $ 1.315 B To $ 1.385 B Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

$GILD | Gilead Sciences Q3 Earnings: - Net Income: $2,429M - Product Sales: $8,289M - EPS: $1.94 - Adjusted EPS: $2.55 (est $2.19) - Sees FY Adjusted EPS: -$1.2 To -$0.85 - Sees FY Product Sales: $31,000M-$31,300M - FY GAAP And Adjusted Loss Per Share Outlook Includes Impact Of About $9.88 From Acquired $12.4B IPR&D Charges

【最新内容：investingLive @investingLive_ · 2026-10-29T20:22:35.000Z】 Maybe the hyperscalers will dial back the debt issuance for a hot moment. 【引用内容：Ed Bradford @Fullcarry · 2026-10-29T20:21:04.000Z】 Apparently, it's all just one big AI trade. USTs go bigly bid

Sandisk $SNDK stock just announced a 8:1 stock split SNDK will have 8x the shares outstanding, and each share will trade at 1/8th the price The total value of the shares you hold are not directly impacted

Seagate Technology 2026: Revenue $4.23B, EPS $7.59— 10-Q Summary. Seagate Technology reported revenue of $4.23B and diluted EPS of $7.59 for 2026, up 61% and 212.3%, respectively, from the prior-year period. Net income rose to $1.76B from $549M. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $4.23B $2.63B 61% Net income² $1.76B $549M 220.8% Diluted EPS³ $7.59 $2.43 212.3% ¹ Reported as “Revenue”. ² Reported as “Net income”. ³ Reported as “Diluted income per share”. Business Highlights Revenue increased to $4.2B, up $604M sequentially and $1.6B year over year, driven by pricing and stronger nearline demand. OEMs accounted for 81% of revenue, compared with 79% in the prior quarter; distributors represented 15% and retailers 4%. HDD capacity shipments totaled 220 exabytes, including 198 nearline exabytes, supported by sustained cloud demand and growing enterprise and OEM deployments. Data center sales represented 81% of revenue. Management cited AI and other data-intensive workloads as long-term demand drivers for scalable storage. Management pointed to pricing discipline and long-term customer engagements as sources of demand visibility, while monitoring geopolitical and trade-policy uncertainty. Original SEC Filing: Seagate Technology Holdings plc [ STX ] - 10-Q - Oct. 29, 2026

Intel Shares Tumble on Lower 3Q Profit, Weak 4Q Guidance. By Elias Schisgall Intel logged a lower profit in the third quarter and guided for lackluster fourth-quarter earnings, sending shares sliding after-hours. The chip maker on Thursday projected that adjusted earnings in the current fourth quarter of 25 cents a share, on revenue between $15 billion and $16 billion. Analysts polled by FactSet were expecting fourth-quarter earnings of 45 cents a share on $17.29 billion of revenue. Shares fell 17% to $76.85 in after-hours trading. The stock closed down 3.6% at $92.07, and has more than doubled in price this year through the close. The company reported a third-quarter profit of $3.32 billion, or 60 cents a share. That compares with a profit of $4.06 billion, or 90 cents a share, a year earlier. Stripping out certain one-time items, adjusted earnings were 52 cents a share. Analysts polled by FactSet were expecting 41 cents a share. Revenue grew 21% to $16.51 billion, missing analyst expectations for $16.56 billion. While revenue from the company's data center and AI segment surged 78% to $7.3 billion, the client computing and physical AI group had revenue decline 5% to $8.1 billion. Intel Chief Executive Lip-Bu Tan said the company has seen headwinds in the personal computer market, with Chief Financial Officer David Zinsner projecting that the PC slowdown will last through at least the first six months of 2027. "Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Tan said. Intel is prioritizing building additional capacity for its Xeon line of CPUs to meet "extraordinary demand," Tan added. Write to Elias Schisgall at elias.schisgall@wsj.com

Sandisk, $SNDK, earnings: - EPS: $49.5, est: $46 - Rev: $11 billion, est: $10.7 billion $COIN earnings: - EPS: $2.51, est: -$0.1 - Rev: $1.21 billion, est: $1.23 billion $RDDT earnings: - EPS: $1.4, est: $1.33 - Rev: $894 million, est: $874 million

Economic and event calendar in Asia - all eyes on Japan for the BoJ

Why Do They Despise Musk?

RBC Capital maintains Microsoft at Outperform, keeps price target at $640. RBC Capital maintained Microsoft at Outperform and kept its price target at $640. The price target implies an upside of 20.7% from the Oct 29 close of $530.14. Recent analyst actions on Microsoft Date Firm Action Rating Price target Oct 29 Citigroup Maintains Buy $680 Oct 29 DA Davidson Maintains Buy $650 Oct 29 TD Cowen Maintains Buy $650 Oct 29 Scotiabank Maintains Sector Outperform $650 Oct 29 Citizens Maintains Market Outperform $625 Across the five most recent analyst notes published on Microsoft over the past 30 days, price targets range from $625 to $680. Explore more price target data and ratings for Microsoft on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

$INTC | Intel Shares Sink 21% After Earnings Show Q4 Revenue Outlook Miss Expectactions

Sandisk Profit Soars as AI Demand Drives Up Prices. By Nicholas G. Miller Sandisk reported exponentially higher fiscal first-quarter profit as the AI buildout drives memory demand skyward. The company posted net income of $8.1 billion, or $52.60 a share, up from $112 million, or 75 cents a share, the year prior. Adjusted earnings were $49.51 a share. Analysts polled by FactSet expected $46.67 a share. Revenue soared to $11.03 billion from $2.31 billion. Wall Street expected $10.72 billion. The company guided for second-quarter revenue of $12.2 billion to $12.6 billion and adjusted earnings of $55 to $57 a share. Analysts see second-quarter revenue of $12.31 billion and adjusted earnings of $53.60 a share. Hyperscalers have been willing to pay high prices for data storage, transforming the businesses of providers like Sandisk. Capacity has remained constrained, giving suppliers significant leverage in price negotiations with customers. Write to Nicholas G. Miller at nicholas.miller@wsj.com.

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:19:00.000Z】 Sandisk $SNDK just reported earnings EPS of $49.51 beating expectations of $46.22🟢 Revenue of $11B beating expectations of $10.6B🟢 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:12:32.000Z】 SANDISK $SNDK JUST REPORTED Q1 EARNINGS - Revenue: $11.03B, beating expectations of $10.64B 🟢 - Adj EPS: $49.51, beating expectations of $46.22 🟢 (+26% QoQ) - Adj Gross Margin: 85.1% (+55.2 ppts YoY) - Adj Oper Income: $8.87B (+25% QoQ) - Datacenter: $4.80B (+61% QoQ) Q2 FY27

Citigroup maintains Bloom Energy at Neutral, raises price target to $284 from $281. Citigroup maintained Bloom Energy at Neutral and raised its price target to $284 from $281, a 1.1% increase. The price target implies an upside of 27.8% from the Oct 29 close of $222.30. Recent analyst actions on Bloom Energy Date Firm Action Rating Price target Oct 26 Barclays Maintains Equal-Weight $316 Oct 26 Wells Fargo Maintains Equal-Weight $182 Oct 23 JP Morgan Maintains Overweight $292 Oct 23 RBC Capital Reiterates Outperform $335 Oct 23 Keybanc Reiterates Sector Weight — Across the five most recent analyst notes published on Bloom Energy over the past 30 days, price targets range from $182 to $335. Explore more price target data and ratings for Bloom Energy on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

【最新内容：Evan @StockMKTNewz · 2026-10-29T20:18:00.000Z】 AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY 【引用内容：WOLF @WOLF_Financial · 2026-10-29T20:13:43.000Z】 AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY Operating income jumped 61% to $28.1 billion, for an operating margin of 13.9%. AWS made $17.8 billion of that, up from $11.4 billion a year ago. North America's retail business nearly doubled its operating

Amazon $AMZN CEO Andy Jassy just said Amazon Web Services expects to grow revenue at a growth rate of over 40% for both 2027 and 2028

Alphabet's record drop drags Nasdaq lower. ALPHABET'S RECORD DROP DRAGS NASDAQ LOWER The Nasdaq Composite IXIC fell 1.4% on Thursday as Alphabet's results rekindled worries about ballooning AI costs. Treasury yields, meanwhile, declined on safe haven demand for the debt. Alphabet GOOG shares slid more than 12.5% after the company reported disappointing search advertising results and a surge in cash burn as AI-related spending accelerated. The S&P 500 CBOE:SPX fell 0.3% and the Dow Jones Industrial Average DJI was down 0.25%. The small-cap Russell 2000 RUT , meanwhile, rose 1%. Healthcare S5HLTH was the best-performing sector, followed by real estate S5REAS . Communication services S5TELS was the biggest laggard by far. Treasury yields eased on apparent safe haven demand as stocks declined. “The most noticeable move in Treasuries (this morning) came at the 9:30 a.m. ET cash open of US equity markets, suggesting a shift out of stocks and into fixed income,” said Will Compernolle, macro strategist at FHN Financial. The benchmark 10-year Treasury yield US10Y was last at 4.95%, down from 5.05% late on Wednesday. Here is Thursday’s closing market snapshot: Thomson Reuters Monitor