OBDC

A newly elected governor who campaigned on restricting data center development has already sought to preserve Meta Platforms Inc.‘s (NASDAQ:META) investment in their state, prompting Futurum Equities strategist Shay Boloor to highlight the economic realities behind political promises.

New York City Mayor Zohran Mamdani accused Alphabet Inc.‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google of trying to force AI into public schools, after the company said it will restrict its AI tools and Search for students in schools.

Software, Technology & Semiconductor

• Five9, Inc. (NASDAQ:FIVN) shares fell about 21% Friday despite a third-quarter earnings beat, as the company lowered its full-year adjusted EPS outlook and issued fourth-quarter earnings guidance below analyst estimates.
• Palantir Technologies Inc.‘s (NASDAQ:PLTR) third-quarter revenue reached $2.31 billion, up 96% year over year and well above the company’s guidance of $2.16 billion to $2.164 billion. Adjusted EPS of 44 cents topped the 41-cent consensus estimate. 
• Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang faces congressional scrutiny over reported ties to a suspected Chinese intelligence operative, prompting Republican lawmakers to demand answers.
• Advanced Micro Devices, Inc. (NASDAQ:AMD) reported third-quarter revenue for the period came in at $13.38 billion, beating the analyst estimate of $13.10 billion. Earnings per share were $2.09, topping the expected $1.89.
• Atlassian Corporation (NASDAQ:TEAM) reported quarterly adjusted earnings of $1.65 per share, which beat the analyst estimate of $1.44, per Benzinga Pro data. Quarterly revenue came in at $1.77 billion, which beat the $1.71 billion Street estimate.
• Applied Optoelectronics, Inc. (NASDAQ:AAOI) posted third-quarter revenue of $269.88 million, beating analyst estimates of $268.11 million. The company reported adjusted earnings of 17 cents per share for the quarter, beating estimates of 14 cents per share.
• Cloudflare, Inc. (NYSE:NET) reported third-quarter revenue of $782.513 million, up 39% year-over-year. The revenue total beat a Street consensus of $738.532 million. The company reported earnings of 38 cents per share for the quarter, beating a Street consensus estimate of 34 cents per share.
• IREN Limited (NASDAQ:IREN) reported quarterly losses of 66 cents per share, which missed the Street estimate for losses of 48 cents. Quarterly sales of $228 million beat the analyst consensus estimate of $221.28 million.
• About 600,000 advanced H200 processors from Nvidia are reportedly awaiting shipment in Hong Kong amid Beijing’s import restrictions.
• Arm Holdings plc (NASDAQ:ARM) reported quarterly earnings of 52 cents per share, which beat the analyst estimate of 47 cents. Quarterly revenue came in at $1.44 billion, which beat the Street estimate of $1.38 billion.
• QUALCOMM Incorporated (NASDAQ:QCOM) reported fourth-quarter fiscal 2026 revenue of $10.322 billion, beating Wall Street’s estimate of $10.111 billion. Adjusted earnings of $2.17 per share topped analysts’ estimate of $2.16.
• Qualcomm said its China Android business hit bottom in the June quarter and has grown sequentially since, but the chipmaker is raising prices, still losing Apple revenue, and facing skepticism over its handset outlook.
• Applovin Corporation (NASDAQ:APP) reported third-quarter revenue of approximately $2.19 billion, topping analyst expectations of $2.08 billion. The company also posted earnings of $4.30 per share, beating the consensus estimate of $4.07 per share.
• Wolfspeed, Inc. (NYSE:WOLF) reported quarterly losses of $2.03 per share, which missed the consensus estimate for losses of $1.99. Quarterly revenue came in at $155 million, which beat the Street estimate of $150.2 million, but was down from $196.8 million in the same period last year.     
• Coherent Corp. (NYSE:COHR) reported quarterly earnings of $2.09 per share, which beat the consensus estimate of $1.97 by 6.09%. Revenue of $2.37 billion beat the Street estimate of $2.31 billion.
• Redwire (NYSE:RDW) reported third-quarter revenue of $109.04 million, missing analyst estimates of $125.48 million. The company reported a third-quarter loss of six cents per share, beating estimates for a loss of 12 cents per share.
• Super Micro Computer Inc. (NASDAQ:SMCI) stock rose in Wednesday’s premarket trading after the company reported strong fiscal first-quarter results and raised its full-year revenue outlook.
• Navitas Semiconductor Corporation (NASDAQ:NVTS) reported quarterly losses of three cents per share, which beat the analyst estimate for losses of four cents. Revenue clocked in at $13.99 million, which beat the Street estimate of $13.17 million and was up from $10.11 million in the same period last year.
• Zebra Technologies (NASDAQ:ZBRA) reported adjusted earnings of $4.95 per share, beating the analyst estimate of $4.90. Revenue rose 22.3% year over year to $1.614 billion, topping Wall Street’s estimate of $1.563 billion.
• Meta Platforms, Inc. (NASDAQ:META) is seeking at least $15 billion through a U.S. dollar bond offering, part of a broader fundraising effort expected to reach at least $20 billion. The company is also preparing its first euro-denominated bond sale.
• Marvell Technology Inc. (NASDAQ:MRVL) has just struck one of the largest chip deals on record: buying Lumentum Holdings Inc. (NASDAQ:LITE) in an all-stock transaction valued at $115 billion.
• CrowdStrike Holdings, Inc. (NASDAQ:CRWD) broadened its AI security push Tuesday with two planned acquisitions, a new AI Kill Switch, and expanded partnerships across Anthropic, Amazon Web Services, Lovable, and EY.

Media, Retail & Telecom

• Google, Meta Platforms Inc. (NASDAQ:META) and ByteDance‘s TikTok are asking a federal court to block California’s latest effort to limit addictive social media features available to children.
• AT&T Inc. (NYSE:T) and T-Mobile US Inc. (NASDAQ:TMUS) could cut off Boost Mobile’s access to their wireless networks if Elon Musk’s Space Exploration Technologies Corp. (NASDAQ:SPCX) acquires the prepaid carrier, potentially complicating the billionaire’s plans to challenge America’s largest telecommunications companies.
• Doximity, Inc. (NYSE:DOCS) , which operates an online networking service for medical professionals, reported second-quarter revenue of $174.54 million, beating analyst estimates of $170.82 million, according to Benzinga Pro. Revenue was up 4% on a year-over-year basis.
• Snap Inc. (NYSE:SNAP) reported quarterly earnings of three cents per share, which beat the consensus estimate of zero cents. Quarterly revenue of $1.72 billion missed the Street’s consensus estimate of $1.73 billion.
• Reddit, Inc. (NYSE:RDDT) shares are trading lower premarket on Friday after the company reported third-quarter results that topped expectations. At the same time, weaker-than-expected guidance and declining search traffic weighed on sentiment.
• Arista Networks Inc. (NYSE:ANET) shares jumped in premarket trading Wednesday after the networking company topped third-quarter expectations and issued an above-consensus fourth-quarter outlook.
• India’s Mukesh Ambani-led Jio Platforms has reportedly approached multiple companies, including Comcast Corp. (NASDAQ: CMCSA) and Charter Communications Inc. (NASDAQ: CHTR), to explore licensing its wireless broadband technology in return for possible equity stakes.

Automobile, Robotics & Space

• Tesla Inc. (NASDAQ:TSLA) is winding down Cybertruck production after U.S. sales plunged 48% last year, as CEO Elon Musk makes room for his next big bet: the Cybercab robotaxi.
• Lyft Inc. (NASDAQ:LYFT) CEO David Risher, during the company’s Q3 2026 earnings call, said that autonomous driving and Robotaxis were not impacting the ride-hailing company’s business in a negative way.
• Serve Robotics Inc. (NASDAQ:SERV) reported quarterly losses of 50 cents per share, which beat the Street estimate for losses of 67 cents. Quarterly revenue of $2.84 million blew past the analyst consensus estimate of $1.65 million.
• SpaceX CEO Elon Musk has clashed with a NASA safety adviser over how many rocket launches Starship will need to reach the Moon, as the agency presses ahead with plans to land astronauts in 2028.
• Uber Technologies Inc. (NYSE:UBER) revealed that artificial intelligence agents generated just 504 orders and rides during Halloween week, compared with approximately 320 million trips across its platforms, highlighting how little autonomous AI has penetrated everyday consumer services.
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  Grab Holdings Limited (NASDAQ:GRAB) shares are trading higher in premarket trading on Tuesday after the company reported its first-ever quarter of profitability across all three core segments in the third quarter of 2026.

AI, Finance & Bitcoin

• Anthropic says its biology research team has produced the first three-dimensional map of a vault-like particle originating from a bacterial virus, potentially giving scientists a new way to investigate one of biology’s long-standing mysteries.
• Astera Labs, Inc. (NASDAQ:ALAB) reported third-quarter revenue of $584.90 million, beating analyst estimates of $550.80 million. Total revenue was up 154% on a year-over-year basis, with growth led by Scorpio, which recently ramped to high-volume production.
• Anthropic unveiled a personal finance feature in beta for its Claude chatbot, giving paid U.S. subscribers a read-only view of selected financial accounts.
• OpenAI rolled out GPT-6 Cyber, an AI model designed to identify and exploit cybersecurity vulnerabilities, to a limited group of vetted customers, rating its cybersecurity capabilities as “Critical” under its Preparedness Framework.
• OpenAI pledged to cover the electricity and infrastructure costs of its AI data centers as it expands computing capacity across the U.S., promising to prevent local households from bearing the financial burden of powering its projects.
• Fidelity National Information Services, Inc. (NYSE:FIS) shares are tanking on Wednesday after the company cut its 2026 guidance and announced a CFO transition, despite reporting broadly in-line third-quarter results.

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