Apple Inc (AAPL)

Nov 11, 2026

Apple has reportedly met with Thai government officials after sending out iPhone alerts about mercenary spyware attacks to politicians in Thailand and 98 other countries. While receiving an alert doesn't confirm a device compromise, Thai authorities are investigating who might be behind these attacks and are expected to meet with other tech companies to discuss countermeasures. Apple has not disclosed the triggers for these notifications but recommends enabling Lockdown Mode and seeking expert security assistance.

Nov 11, 2026

Apple Inc. (NASDAQ: AAPL) stock rose almost 2% on Wednesday, reclaiming a $5 trillion market capitalization and surpassing NVIDIA Corp. The company's gain was fueled by fresh debt-funded buyback capacity and an accelerated AI strategy, including transforming Siri into more agent-like functionality. Analysts maintain a Buy consensus rating for Apple, with an average price forecast of $345.94.

Nov 11, 2026

A Benzinga article highlights five top analyst upgrades for Wednesday, November 11, 2026. Notably, China Renaissance analyst Jack Zhou upgraded Apple (NASDAQ: AAPL) from Hold to Buy with a $425 price target. Other companies receiving upgrades include Republic Services Inc (NYSE: RSG), Mercury Systems, Inc. (NASDAQ: MRCY), Delek US Holdings, Inc. (NYSE: DK), and Alpha Tau Medical Ltd. (NASDAQ: DRTS).

Nov 11, 2026

Capricor Therapeutics Inc. (NASDAQ: CAPR) shares are trading higher despite reporting a wider-than-expected loss of 73 cents per share for the third quarter. The company announced significant progress on its regulatory filing and launch readiness for deramiocel, its Duchenne muscular dystrophy treatment, which has an FDA decision date of Nov. 22, 2026. The stock is up over 15% following these updates.

Nov 11, 2026

A class action lawsuit has been filed against Costco Wholesale Corp., alleging that the retailer overcharged customers by passing on the costs of tariffs imposed during the Trump administration. The plaintiff claims that Costco raised prices on both imported and U.S.-sourced goods to cover these tariffs, and is now unjustly enriching itself by refusing to refund consumers after the tariffs were invalidated by the Supreme Court. The lawsuit seeks to compel Costco to return these collected funds to consumers.

Nov 11, 2026

Applied Materials Inc. (NASDAQ: AMAT) shares are under investor scrutiny as the company prepares to release its fourth-quarter fiscal 2026 earnings on Thursday. Key areas of focus for investors include the company's fiscal 2027 outlook, DRAM and foundry-logic demand, and its exposure to the China market. Analysts anticipate earnings per share of $4.05 and revenue of $10.30 billion for the quarter.

Nov 11, 2026

Apple is permanently closing its decades-old Support Community forums on November 20, 2026, making them read-only from now until then. The company has not provided a reason for this decision, leading to speculation that Apple wishes to control the narrative around product issues and avoid unofficial messaging. While the forums offered a valuable platform for user-generated solutions and discussions, users will now be directed to Apple's official Support site.

Nov 11, 2026

This article details key analyst upgrades, downgrades, and new coverage for various stocks on Wednesday, November 11, 2026. NVIDIA faced a significant downgrade and price target cut by Baird due to CEO visibility issues, while Akamai Technologies, Toast, and Riot Platforms also saw downgrades. Conversely, Apple, Republic Services, Mercury Systems, and Delek US Holdings received upgrades, and companies like Corning, Form Factor, and BILL Holdings had new "Buy" ratings initiated by Jefferies and UBS.

Nov 11, 2026

Dan Niles, founder of Niles Investment Management, initiated buying Nvidia Corp. shares on Tuesday after the stock's decline, citing its attractive valuation at 12 times earnings. He compared Nvidia's current situation to Apple's rally in 2011 after Steve Jobs' departure, suggesting that the loss of a visionary leader doesn't necessarily halt a company's stock growth. This move comes amid leadership uncertainty surrounding Nvidia CEO Jensen Huang and concerns about AI infrastructure spending.

Nov 11, 2026

AMF Tjanstepension AB reduced its stake in Apple Inc. by 2.1%, selling 67,510 shares in the third quarter, though Apple remains its third-largest holding. Despite the sale, institutional investors collectively own 67.73% of Apple shares. The article also details Apple's recent strong earnings, its dividend announcement, analyst ratings, and insider trading activity.

Nov 11, 2026

Adams Diversified Equity Fund Inc. reduced its stake in Apple Inc. by 2.9% in the third quarter, selling 21,900 shares, though Apple remains its second-largest position. Despite this sale, Apple reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, and announced a quarterly dividend of $0.27 per share. The article also details other institutional investor activities, Apple's recent stock performance, and analyst ratings, alongside various positive and negative news sentiments affecting the company.

Nov 11, 2026

Over five years, the iShares ESG Aware MSCI USA ETF (ESGU) lagged the iShares Core S&P 500 ETF (IVV) by $26,370 on a $300,000 investment, despite both funds being from the same issuer and holding similar mega-caps. The difference is attributed to ESGU's higher expense ratio of 0.15% compared to IVV's 0.03%, and its ESG biases, which can cause returns to drift from the broader market. Investors are advised to carefully evaluate the fees and tracking differences of ESG funds against plain index funds.

Nov 10, 2026

VeriSign EVP Thomas Indelicarto sold 500 shares of company stock for $155,035 under a pre-arranged Rule 10b5-1 plan, reducing his direct holdings by 1.59%. The company recently reported a 5.7% year-over-year revenue increase to $443 million but missed EPS consensus estimates. VeriSign also declared a quarterly dividend of $0.81 per share, offering a 1.0% yield, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $352.

Nov 10, 2026

Goldman Sachs appears well-positioned for growth heading into 2027, driven by strong investment banking, resilient trading, and an expanding asset and wealth management business, further bolstered by AI initiatives and strategic streamlining. However, potential moderation in M&A activity, regulatory uncertainties, and elevated expenses pose challenges, leading to a "Hold" recommendation for existing investors and advising new investors to await a more attractive entry point. The company maintains robust liquidity and capital levels, supporting shareholder distributions despite these mixed factors.

Nov 10, 2026

The Trade Desk reported its first year-over-year revenue decline since its 2016 IPO, with Q3 2026 revenue falling 0.5% to $736 million. Net income plummeted 67% to $38 million due to a significant restructuring charge and a high tax rate. The company's Q4 guidance projects an 11% decline in revenue compared to the previous year, signaling a challenging outlook despite beating its own lowered Q3 expectations.

Nov 10, 2026

MDA Space has announced that the first eight satellites for Globalstar's 2-R mission have successfully passed their initial in-orbit functional tests, nearly three months after their launch. These satellites will replenish Globalstar's HIBLEO constellation, enhancing direct-to-device services and Internet of Things applications. The remaining nine satellites are undergoing final integration, while Amazon's acquisition of Globalstar is pending regulatory milestones.

Nov 10, 2026

A recent scandal suggests that Apple retail employees have been signing customers up for auto-renewing subscription services without their full consent, often due to an employee performance metric called "services attach rate." This issue highlights a darker side to Apple's shift towards a services-based business model, which can incentivize user-hostile experiences to maximize recurring revenue. The article argues that Apple has an opportunity to differentiate itself by prioritizing a positive user experience in its services, similar to its hardware reputation.

Nov 10, 2026

This article compares Qualcomm and Western Digital as potential tech stock investments for 2027, analyzing their business models, financial performance, risk profiles, and valuations. Qualcomm, a leader in mobile chipsets, is expanding into automotive and IoT, while Western Digital dominates data storage for cloud computing. The author ultimately favors Qualcomm due to concerns about the cyclical nature and current premium valuation of the data storage market.

Nov 10, 2026

Anthony Scaramucci, founder of SkyBridge Capital, is advocating for the tokenization of assets, starting with the 10 largest U.S. stocks, to drive broader market adoption. He believes SEC guidance will be more influential than legislation and urges bank product leaders to disrupt their own successful products before competitors do. Scaramucci also discussed his journey into crypto, the hurdles of U.S. regulation, the benefits of faster and cheaper settlement through tokenization, and SkyBridge's strategy of running tokenized and traditional funds simultaneously.

Nov 10, 2026

JPMorgan Chase CEO Jamie Dimon identifies insecurity as a major threat to a CEO's career and company success, emphasizing that strong leaders hire those who know more and embrace criticism. He cites Ted Lasso as a role model for balancing drive with empathy and humility. Dimon, who built JPMorgan Chase into an $894 billion banking giant, believes this approach is crucial for navigating leadership challenges.

Nov 10, 2026

In this episode of the Apple @ Work podcast, Osaurus co-founder and CEO Terence Pae discusses the benefits of running artificial intelligence locally on Mac devices rather than relying on cloud-based solutions. Osaurus offers a free, first-party AI harness designed for the Mac to facilitate this local processing. The podcast is sponsored by Mosyle, an Apple Unified Platform for managing and protecting Apple devices in the workplace.

Nov 10, 2026

This year's Singles' Day, China's largest online retail event, saw a shift from complex coupon calculations to simpler pricing and a growing interest in AI token subscription products. Consumers like Sunny He are becoming more selective, focusing on high-value purchases due to a sluggish economy and less disposable income. Analysts note that the move towards straightforward pricing aims to retain shoppers in an increasingly saturated domestic market.

Nov 10, 2026

One of seven men implicated in the 2022 Brink's jewelry truck heist, Carlos Victor Mestanza Cercado, has agreed to plead guilty to a federal robbery charge. The heist, described as the largest in U.S. history by the U.S. Attorney's Office, involved the theft of an estimated $100 million in valuables. Mestanza's plea hearing is scheduled for November 19, and he faces up to 20 years in prison.

Nov 9, 2026

CEVA, Inc. reported solid third-quarter 2026 results with total revenue up 2% year-over-year to $29.1 million, driven by record AI licensing revenues and strong sequential royalty growth. The company achieved an all-time quarterly record of 623 million CEVA-powered device shipments, despite market pressures in compute-intensive consumer devices. Management provided Q4 revenue guidance of $34 million to $38 million, representing the highest quarterly revenue in CEVA's history, propelled by an expected ramp in smartphone modem royalties from a major U.S. customer.

Nov 7, 2026

Best Buy has launched its Early Black Friday sale for 2026, offering significant discounts on a wide range of electronics and appliances. The sale includes deals on TVs, laptops, headphones, smartwatches, and more, with a price match guarantee for purchases made before December 24th if prices drop further. The article highlights specific products and their discounted prices, encouraging shoppers to get a head start on holiday shopping.

Nov 7, 2026

Best Buy has launched its Early Black Friday sale for 2026, offering significant discounts on a wide range of electronics and appliances. Shoppers can find deals on items like 4K UHD Smart TVs, laptops, iPads, headphones, and air purifiers, with a price match guarantee available until December 24th if prices drop further. The sale provides an opportunity to get a head start on holiday shopping and avoid the last-minute rush.

Nov 7, 2026

Best Buy has launched its Early Black Friday sale for 2026, offering significant discounts on a wide range of electronics and appliances. Shoppers can find deals on items like 4K UHD Smart TVs, laptops, iPads, headphones, and smart home devices. Best Buy also guarantees price matching for purchases made before December 24 if prices drop further.

Nov 6, 2026

Vanguard Capital Management LLC recently increased its stake in BGSF Inc (BGSF) by acquiring 63,889 additional shares on September 30, 2026. Despite this addition to one of the world's largest asset managers, GuruFocus assesses BGSF as "Modestly Overvalued" with a GF Value of $3.19 against its current price of $3.53, indicating no margin of safety for value investors. The company, a staffing specialist, shows strong financial health but weak growth and deeply oversold technical readings, highlighting a mixed signal set for potential investors.

Nov 6, 2026

Arlo Technologies reported strong Q3 2026 financial results with subscriptions and services revenue up 20% year-over-year and adjusted EBITDA increasing by 58%. The company is targeting 30% ARR growth in 2027, driven by strategic partnerships with Comcast and ADT, the launch of Arlo Secure 7 and 8, and the Allocare acquisition. Arlo emphasized its position to capitalize on the accelerating mass market adoption of smart home security and the ongoing consolidation within the industry.

Nov 5, 2026

Alarm.com Holdings reported strong Q3 2026 results, with SaaS and license revenue up 9% year-over-year to $191.2 million and adjusted EBITDA reaching $66.2 million. The company raised its full-year SaaS revenue guidance, announced the acquisition of Celgate to expand into the gate access market, and launched new advanced video products. Management discussed the positive industry trend of increased investment in the residential sector, including ADT's acquisition by Thrive Holdings, and provided preliminary 2027 guidance expecting continued growth in SaaS and license revenue and stable adjusted EBITDA margins.

Nov 4, 2026

Burford Capital (NYSE:BUR) reported a strong third quarter of 2026, highlighted by $100 million in debt reduction and achieving $4 billion in cumulative cash realizations since its inception. Despite non-cash headwinds from interest rate movements affecting fair value, the company maintained a 13.4% annualized ROE and reported $135 million in revenue. Key developments include a significant African mining arbitration award and a post-quarter settlement yielding a 12-fold return on invested capital.

Nov 4, 2026

Coherent Corp. (NYSE: COHR) is set to report fiscal first-quarter earnings, with Wall Street anticipating $2 per share on $2.31 billion in revenue. Despite a 66% surge in data center revenue last quarter, shares have fallen 42%, prompting traders on Kalshi to bet on key phrases CEO Jim Anderson might use in the earnings call. Predictions include "Indium Phosphide," "Nvidia," "Multi-Rail," "Zurich," "Thermal Management," "Thermadite," and "Silicon Photonics," reflecting the company's efforts to meet high demand, expand production, and introduce new technologies.

Nov 4, 2026

Alibaba Group Holding Ltd. (NYSE: BABA) saw its stock rise nearly 4% in premarket trading due to improving sentiment for Chinese equities and its expansion into AI. Policy support from the People’s Bank of China and a partnership with Apple to integrate Alibaba’s Qwen AI models in China contributed to the gains. Alibaba is also commercializing Qwen through its e-commerce platforms and open-source strategy, despite facing AI chip shortages.

Nov 4, 2026

Mirae Asset Global Investments Co. Ltd. initiated a new position in Alibaba Group Holding Limited (NYSE:BABA) during the third quarter, acquiring 114,624 shares valued at approximately $12.3 million. This comes as institutional investors collectively own 13.47% of Alibaba's stock. The company's recent Q3 revenue slightly exceeded estimates, but EPS missed consensus, and the stock carries a "Moderate Buy" rating with an average price target of $182.89.

Nov 4, 2026

Nineteen research firms currently cover Canadian National Railway (NYSE:CNI), with a consensus "Hold" rating and an average 12-month price target of $138.76. The company recently surpassed analyst expectations for quarterly EPS and revenue, reporting $1.54 EPS and $3.35 billion in revenue. Canadian National Railway also announced a quarterly dividend of C$0.92 per share, equating to an annualized C$3.66 and a 2.9% yield.

Nov 3, 2026

Skyworks Solutions (NASDAQ: SWKS) reported its fourth-quarter financial results for 2026 and held an earnings call, which also served as its first as a combined company following the merger with Qorvo. The company exceeded its standalone revenue guidance with $1.05 billion and reported non-GAAP EPS of $1.28. Management outlined a future strategy focused on Smartphone and Diversified Growth Markets, projecting significant cost synergies and long-term financial targets including mid to high single-digit revenue growth and improved margins after full integration by fiscal 2027.

Nov 3, 2026

LKQ Corporation Director Michael Scott Powell recently purchased 10,000 shares of LKQ stock for $191,500, significantly increasing his direct stake. This insider buying comes despite the company reporting quarterly earnings that missed analyst expectations, with EPS of $0.50 against a forecast of $0.58 and a 5.1% year-over-year revenue decline. The stock currently holds a "Hold" consensus rating from analysts, with an average price target of $26.07, and the company also declared a $0.30 quarterly dividend.

Nov 3, 2026

Delta Air Lines is replacing its previously effective customer service options, such as direct messaging on Twitter and Apple iMessage, with an AI-powered assistant called Delta Concierge within its app. While the airline aims to cut costs and speed up service, early testing and customer feedback indicate that the AI chatbot is not yet as capable as the human-supported channels it replaced, leading to frustration among travelers who valued the personalized and efficient support. This move highlights a tension between automation for efficiency and maintaining a positive customer experience, especially for complex issues.

Nov 3, 2026

People Inc. is facing a "critical loss of sessions" with Google search referral traffic down 70% over two years, largely due to Google's AI Overview summaries. Despite this, the company's digital revenue continues to grow, driven by a strategic shift towards non-session-based revenue streams such as live events, content licensing, and new advertising products like D/Cipher. People Inc. is optimistic about returning to double-digit growth next year by leveraging these diverse revenue channels and exploring M&A opportunities, while also pursuing a nine-figure payout in an ad tech antitrust lawsuit against Google.

Nov 3, 2026

During Apple's Q4 2026 earnings call, CEO John Ternus reported strong revenue growth despite "unprecedented" supply chain constraints and rising memory costs. He warned that chip shortages and high memory prices are expected to continue into 2027, potentially leading to further price increases for Apple products. The company sees significant growth potential in expanding AI capabilities and services, with an eye towards server-side processing and new paid tiers for features like Siri AI and Apple Intelligence.

Nov 3, 2026

A new class action lawsuit has been filed against Apple Inc., alleging that the company overcharged consumers for its products to cover the cost of tariffs imposed by the Trump administration. Plaintiffs Joseph Mirabelli and Louis Gonzalez III claim Apple raised prices on both imported and U.S.-sourced goods and is now unfairly benefiting from tariff refunds from the federal government without reimbursing customers. The lawsuit seeks for Apple to return all IEEPA duties passed on to customers and restitution for overcharges.

Nov 3, 2026

Microsoft stock gained nearly 2% on Tuesday as investors returned to mega-cap AI names following a recent tech sell-off. Analysts remain focused on accelerating Azure growth and the rising cost of expanding AI infrastructure, with several maintaining Outperform or Buy ratings and raising price targets. The company's strong cloud and enterprise software performance continues to be a key driver, though some analysts question the long-term durability of software growth and the impact of increasing infrastructure spending on free cash flow.

Nov 3, 2026

PDD Holdings, Alibaba, and JD.com saw significant stock gains after China's central bank signaled fresh support for its stock market by expanding its swap facility for financial firms. Alibaba also benefited from news that Apple Intelligence, built on Alibaba's Qwen model, will launch for Chinese iPhone users in December. Despite the short-term rally, PDD Holdings' low valuation and expected earnings growth in 2027 present a more lasting investment story, even as its ad business growth remains modest.

Nov 3, 2026

Skyworks Solutions' shares plummeted over 14% after the company issued a first-quarter revenue and profit forecast that fell short of Wall Street expectations, signaling ongoing weakness in its smartphone business. The chipmaker anticipates a low-teens percentage decline in smartphone revenue sequentially, primarily due to seasonal trends and a soft premium Android market. Despite beating fiscal fourth-quarter revenue estimates, the acquisition of Qorvo is expected to generate significant annual cost savings.

Nov 3, 2026

Agilysys Inc.'s Chief Commercial Officer, Joe Ahmed Youssef, had 1,427 restricted stock units (RSUs) vest on October 30, 2026. As part of this transaction, 420 shares were withheld by the company at $115.8 per share to cover tax obligations. Following these events, Youssef directly owns 20,052 shares of Agilysys common stock.

Nov 3, 2026

Apple's shares fell despite exceeding revenue expectations, as investors reacted negatively to new CEO John Ternus's performance on his first earnings call and concerns about rising chip costs. Ternus's vague responses to questions about AI competition and future iPhone availability, coupled with a lower-than-expected gross margin forecast for the holiday quarter, fueled investor apprehension. While Apple reported its "best fiscal year ever," increased memory costs signal potential margin pressures ahead, making investors wary given the stock's high valuation.

Nov 3, 2026

Apple announced that rising memory prices would continue to impact its profit margins, leading to a projected lower gross margin for the December quarter. This news, while negative for Apple, caused memory stocks like Micron Technology (NASDAQ: MU), Sandisk (NASDAQ: SNDK), and Seagate Technology (NASDAQ: STX) to rally, as it signaled continued strong demand and pricing power for memory makers. Analysts expect the higher memory costs to persist, impacting Apple's margins for several quarters.

Nov 3, 2026

ADT (NYSE: ADT) announced a definitive agreement to be acquired by Thrive Holdings in an all-cash transaction valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value. Stockholders will receive $10 per share, a 46% premium. The company also reported strong Q3 2026 financial results, with revenue up 4% year-over-year to $1.35 billion, adjusted free cash flow up 4% to $217 million, and adjusted EPS up 4% to $0.24.

Nov 3, 2026

Microsoft Intune is receiving new capabilities to enhance device management for Windows 365 Cloud PCs and Apple devices, along with improved compliance and endpoint security features. These updates offer organizations greater control over device administration, including more granular management of updates and elevated privileges. While providing increased flexibility and potential productivity gains, these enhancements also necessitate careful planning and policy governance to align with organizational security requirements.

Nov 3, 2026

Memory stocks, including SanDisk, Micron Technology, and Western Digital, rebounded significantly after a selloff triggered by Kioxia's cautious outlook on NAND flash prices. SanDisk, a pure-play NAND company, surged 7% due to long-term contracts and Apple's CEO signaling "unprecedented" and rising memory costs, directly contradicting Kioxia's assessment. While analysts are divided, the market is weighing Apple's demand signals against Kioxia's cautious supply-side outlook.

Nov 3, 2026

Cinemark Holdings reported record-setting Q3 2026 results with worldwide revenue of $1.1 billion and adjusted EBITDA of $268 million, driven by strong moviegoing momentum and strategic investments in technology and premium offerings. The company is optimistic about future growth, citing increasing consumer enthusiasm for theatrical releases, expanding exclusive theatrical windows, and opportunities with streaming services like Amazon and potentially Apple and Netflix. Management discussed capital allocation, including potential for increased CapEx in ROI-generating projects and evaluating capital returns to shareholders, while also addressing market share dynamics and the promising outlook for the 2027 film slate.

Nov 3, 2026

Sysco Corp. (NYSE: SYY) reported fiscal first-quarter 2027 results with adjusted earnings per share matching analyst estimates but sales missing expectations. The company reaffirmed its full-year adjusted EPS growth outlook of 9% to 11% but lowered its sales growth expectations to the bottom end of its 6% to 7% range due to lower industry inflation. Sysco's shares are trading lower in premarket trading following the announcement.

Nov 3, 2026

Enbridge (ENB) stock is currently consolidating near its C$68.57 support level, trading slightly lower at C$68.82. Technical indicators are mixed, with MACD signaling a strong buy while other oscillators remain neutral or oversold, suggesting potential for a rebound. The upcoming Q3 2026 earnings release on November 3, 2026, and the ongoing Cone Wind Project development are key events for investors, with analysts expecting continued consolidation but anchored by a strong macro backdrop.

Nov 3, 2026

YXT.com Group Holding (NASDAQ:YXT) saw its penny stock slide 10.34% in pre-market trading on November 3, 2026, without an identified company announcement as a catalyst, suggesting it was likely due to trading behavior inherent in volatile penny stocks. The company had previously changed its ADS ratio in July 2026, where one ADS now represents 30 ordinary shares, up from 3, which could impact trading volume. Despite the stock drop, YXT.com reported a 6.0% revenue increase and a narrowed net loss in the first half of 2026, indicating some business improvements.

Nov 3, 2026

This article details Tuesday's top analyst upgrades, downgrades, and initiations for various companies, including AON, Bloom Energy, Chevron, Cloudflare, Marvell Technologies, Lumentum Holdings, Merck & Co., Roku, and X-Energy. It also discusses Apple's post-earnings sell-off despite record service revenue and the broader market sentiment, citing concerns about AI spending, free cash flow, and upcoming economic reports. The article emphasizes that no single analyst report should be the sole basis for investment decisions.

Nov 3, 2026

This article predicts that Netflix will evolve into the "Coca-Cola of streaming" by focusing on profitability and its core strength of producing high-quality shows and movies, rather than overspending on content or chasing broader media trends. It draws parallels between Netflix's current situation and Coca-Cola's history, suggesting that Netflix's hypergrowth days are over but its disciplined approach to its existing subscriber base and operational efficiency could lead to sustained long-term returns.

Nov 3, 2026

Apple reported record revenue and earnings for fiscal year 2026, but concerns are emerging over slowing services growth, rising memory costs, and forward guidance that fell short of Wall Street's expectations. While the company's iPhone Duo is experiencing strong demand, analysts question whether Apple's role as a stable, defensive tech play is sustainable given its converging growth profile and premium valuation. Advisors are advised to watch these trends closely, despite the company's overall strong performance and a "clean" first quarter under the new CEO.

Nov 3, 2026

On October 30, the State Street SPDR Portfolio S&P 500 ETF (SPYM) significantly increased its positions, with 502 buys and no sells. The largest new position was Vylor Inc. ($134.4 million), alongside additions to Apple, NVIDIA, Microsoft, and Amazon. SPYM, an Equity US fund with 503 stocks and a low expense ratio, shows a strong focus on technology and large-cap companies.

Nov 3, 2026

During Apple's Q4 2026 earnings call, CEO John Ternus reported a 12% increase in quarterly revenue to $114.5 billion, largely driven by iPhone sales. He highlighted the strong early response to the new iPhone Duo, Apple's first foldable phone, which quickly sold out despite a high price and is currently on backorder with uncertain resupply dates. The company also addressed increasing iPhone, iPad, and Mac prices due to rising memory chip costs exacerbated by the AI boom, and noted significant financial assistance from U.S. tariff refunds.

Nov 3, 2026

Asset Management One Co. Ltd. recently acquired 10,198 shares of Alibaba Group Holding Limited, valued at approximately $1.1 million, in the third quarter. This acquisition is part of a broader trend of institutional investors increasing their stakes in Alibaba, which now collectively own 13.47% of the company. Despite significant insider selling and a recent EPS miss, analysts maintain a "Moderate Buy" rating, anticipating growth from Alibaba's AI and cloud initiatives, including its Qwen integration with Apple Intelligence and a partnership with the Dakar 2026 Youth Olympic Games.

Nov 3, 2026

As U.S. stock futures show mixed trading, investors are focusing on several key companies. Pfizer Inc. is expected to report earnings of 72 cents per share on revenue of $15.87 billion. Apple Inc. reported strong Q4 2026 earnings but anticipates a decline in gross margin for the holiday quarter, causing its shares to drop. Keurig Dr Pepper Inc., Palantir Technologies Inc., and Advanced Micro Devices Inc. also have upcoming earnings reports or recent financial results that are influencing their stock performance.

Nov 3, 2026

This article discusses the performance of the iShares Semiconductor ETF (SOXX.US) in light of recent market events. Apple's earnings report, though positive, was tempered by uninspiring guidance, while upcoming midterm elections are contributing to market caution, particularly in the tech sector. The author questions if AMD's earnings could spark a recovery for the tech industry.

Nov 3, 2026

Apple Inc. reported stronger-than-expected revenue and earnings for the last quarter of its fiscal year 2026, driven by record iPhone sales. However, the positive results were tempered by concerns over rising memory chip costs and a projected slowdown in services growth, causing shares to fall. The company anticipates gross margins to decrease due to chip costs and AI investments, despite a strong revenue forecast for the upcoming December quarter.

Nov 3, 2026

Apple Inc. reported record September quarter revenue of $114.5 billion, up 12% year-over-year, contributing to its best-ever fiscal year for revenue and EPS. iPhone and Services revenue both achieved all-time records, while iPad and Wearables revenue declined due to supply constraints and difficult comparisons. The company anticipates a sequential decline in gross margin for the December quarter, primarily due to unprecedented higher memory costs.

Nov 3, 2026

Corning Inc. has opened a new optical connectivity manufacturing facility in Pune, India, to address the growing demand from AI data centers and telecommunications networks, with further expansion planned for 2027. Additionally, its cover-glass plant near Chennai has begun trial production, signifying a broader manufacturing expansion in India. These expansions underscore India's increasing importance to Corning's global growth strategy as the company aims to provide integrated solutions and diversify its supply chains.

Nov 3, 2026

Jim Cramer criticized the "pretty thick" negativity surrounding Apple, Palantir, and Marvell, noting that despite their efforts, it "isn’t enough" for investors. The article details Marvell's stock drop following an acquisition announcement and Apple's mixed earnings report with disappointing gross margin guidance. It also highlights Palantir's slowing U.S. commercial bookings growth, which caused its stock to fall despite an overall beat on revenue and earnings.

Nov 3, 2026

Perion Network would pay Affle $14.7 million if it terminates their $420 million merger for a superior offer after December 11, or $10.5 million if signed before that date. The merger agreement details Perion's promises regarding its standing with major platforms like Google and Apple, consent, tracking, and fraud, with an exception for "customary practices in the ad-tech business." Until closing, Perion faces restrictions on buybacks, acquisitions, and layoffs, and the acquisition debt will transfer to Perion itself.

Nov 3, 2026

Alamos Gold (NYSE:AGI) reported strong third-quarter results, driven by record production from its Island Gold District and robust free cash flow. The company has also eliminated most of its legacy gold hedges, allowing it to fully benefit from high gold prices and fund its long-term growth projects internally. While gold price volatility remains a risk, Alamos is positioned for increased production and lower costs in the coming years.

Nov 2, 2026

Apple Inc.'s stock dropped after new CEO John Ternus's first earnings call, despite beating top and bottom-line expectations. The company missed iPhone sales forecasts and offered weak guidance for the upcoming quarter, leading to a nearly 3% stock decline. Challenges include lackluster AI performance, slowing services business growth, and a significant decline in iPad sales, while iPhone revenue and Mac sales showed strength.

Nov 2, 2026

Apple Inc. reported stronger-than-expected revenue for its fiscal third quarter, giving new CEO John Ternus an optimistic start. The company earned $30.71bn, exceeding analysts' expectations, and its solid results went against a general downward trend for other major tech firms. Analysts noted Apple's "tepid approach" to AI infrastructure spending as a factor helping preserve its cash flow while strategic partnerships could strengthen its AI capabilities without incurring significant financial risks.

Nov 2, 2026

Apple announced record quarterly results for the period ending September 30, with revenue of $114.5 billion, a 12 percent increase year-over-year, marking its "best fiscal year ever." This growth was primarily driven by strong iPhone sales (up 17% due to the iPhone 18 Pro launch) and a significant 25% increase in Mac revenue, boosted by new M6 Mac mini and M5 Ultra Mac Studio models. The Services category also saw substantial growth, topping $30 billion in revenue for the first time.

Nov 2, 2026

Match Group reported significant improvements for Tinder, including positive year-over-year growth in daily active users for the first time in three and a half years, and continued strong performance from Hinge, which is on track for $1 billion in revenue by 2027. The company anticipates exceeding its full-year adjusted EBITDA margin and free cash flow guidance while strategically addressing increased IP fees from Apple and Google and focusing on long-term growth initiatives for its brands. Management emphasized a disciplined approach to investments and marketing to maximize shareholder value.

Nov 2, 2026

Apple Inc. reported stronger-than-expected revenue in the fiscal fourth quarter, marking an upbeat start for new CEO John Ternus. The company earned $30.71 billion, or $2.10 per share, on revenue of $114.5 billion, surpassing analyst expectations. This performance contrasts with disappointing results from other tech giants and highlights Apple's resilience, driven by record iPhone revenue and strong growth in China.

Nov 2, 2026

Apple's shares fell 3% in extended trading despite the tech giant reporting fiscal fourth-quarter results that surpassed Wall Street's estimates for both earnings and revenue. The company also provided revenue growth guidance of 7% to 10%, which was above analyst expectations. However, a forecast for gross margins below estimates, attributed to rising memory costs and Siri AI development expenses, and the market's reaction, suggest some investor concern despite strong iPhone sales and anticipated holiday season momentum.

Nov 2, 2026

Apple reported its Q4 earnings, beating overall estimates for EPS and revenue thanks to strong iPhone sales, but missing projections for Greater China revenue. The company announced EPS of $2.10 on revenue of $114.48 billion, surpassing Wall Street expectations. New CEO John Ternus noted significant increases in memory pricing due to AI build-out, which is expected to impact gross margins in the December quarter.

Nov 2, 2026

Acadia Realty Trust reported a 10.2% increase in third-quarter same-property net operating income (NOI), driven by strong growth in its street retail properties. The company's adjusted funds from operations (FFO) rose to $0.31 per share, though GAAP results showed a loss due to impairment charges. Acadia maintained its adjusted FFO guidance and expects full-year same-property NOI growth of 7.5%–8.5%.

Nov 2, 2026

Apple Inc. reported stronger-than-expected fiscal fourth-quarter revenue, marking a successful start for new CEO John Ternus. The company earned $30.71 billion, or $2.10 per share, on revenue of $114.5 billion, surpassing analyst expectations. This performance contrasts with disappointing results from other tech giants, with Apple's record iPhone revenue and growth in China demonstrating business resilience despite a "tepid approach" to AI infrastructure spending.

Nov 2, 2026

Micron Technology (MU.US) experienced a 10% loss today, marking its first such decline in three months. This development was noted by Alex Carp in the moomoo Community, highlighting a significant daily drop for the semiconductor company.

Nov 2, 2026

Apple Inc. is set to release its fiscal fourth-quarter results, with analysts anticipating revenue of $113.39 billion and EPS of $1.99. Leading tech analyst Dan Ives of Yorkville Ives highlights the "extra weight" of this report, marking John Ternus's first earnings call as CEO, and emphasizes the importance of iPhone 18 demand and the iPhone Duo launch. Ives maintains an Outperform rating with a $400 price target, expecting strong iPhone and Services revenue growth, and sees AI monetization adding significant value.

Nov 2, 2026

Apple and Microsoft both recently exceeded earnings estimates, but Apple is gaining a significant advantage through margin expansion, with its gross margin reaching 50% due to iPhone 17 demand and strong Services performance. In contrast, Microsoft's substantial $45 billion capital expenditures for AI data centers have significantly impacted its free cash flow, despite rapid revenue growth. This difference in profitability strategy, with Apple renting AI capacity while Microsoft builds its own, positions Apple favorably despite its higher valuation.

Nov 2, 2026

TSMC's overseas expansion into the US, Japan, and Germany is driven by a complex interplay of geopolitics, client demands, domestic constraints, and economic incentives rather than being a discretionary choice. While critics worry about the "silicon shield" protecting Taiwan, the company's decisions are influenced by factors like securing electricity, water, and land in Taiwan, meeting customer renewable energy targets, and responding to post-pandemic supply chain pressures and government incentives. Despite significant foreign investments, TSMC maintains its most advanced technology and substantial future investments in Taiwan, ensuring its centrality in global chip production.

Nov 2, 2026

Alibaba's stock surged 5% after Apple selected its Qwen AI model to power Siri and Writing Tools on iPhones in mainland China, despite the deal having no direct revenue attached for Alibaba. Meanwhile, Baidu, Apple's other Chinese partner, saw a smaller gain of 2%, as the focus on Qwen seemingly sidelined its Ernie model. PDD Holdings also rose 3%, reflecting broader positive sentiment toward Chinese internet stocks despite weak economic data.

Nov 2, 2026

State Street Investment Management's quarterly outlook suggests large-cap stocks are better equipped for an environment of 5% Treasury yields than small-caps. This is due to their stronger balance sheets, better access to capital, and exposure to AI spending, while small-caps face higher refinancing risk and floating-rate debt costs. The firm remains positive on U.S. stocks, especially large-cap tech, driven by significant AI investment and resilient corporate earnings.

Nov 2, 2026

This article discusses the anticipation surrounding Apple's earnings this week, following Intel's disappointing results. The author emphasizes the importance of strong performance from other tech giants to counteract the perception of former industry leaders losing their edge, referencing the VanEck Semiconductor ETF.

Nov 2, 2026

US stock market ETFs like QQQ, DIA, and VOO have pulled back due to growing jitters in the AI sector and a hawkish Federal Reserve. This week, investors will focus on hundreds of corporate earnings reports, particularly from Apple, and upcoming US nonfarm payroll data, which could influence interest rate decisions. The article also notes the potential impact of US midterm elections on market sentiment, though historical data suggests limited long-term effects.

Nov 2, 2026

Apple recently regained its position as the world's most valuable company, but its hold on this title is precarious due to several significant challenges. These include surging component costs driven by AI chip demand, which may force the company to raise prices or accept lower margins, and a global decline in smartphone sales, with shipments hitting a 14-year low. Additionally, Apple's new AI integration with Google's Gemini offers little unique differentiation against widely available competitors like Claude, Grok, and ChatGPT, further questioning the value proposition of its expensive new products.

Nov 2, 2026

Alibaba, JD.com, and PDD Holdings stocks are trading higher after reports that China's central bank and securities regulator will meet to discuss measures to support the country's capital market. This comes after Chinese stocks experienced their worst month in over a decade, with the CSI 300 Index falling into a bear market. The meeting aims to explore tools like improving a relending program for share buybacks and stake increases to stabilize the market.

Nov 2, 2026

Tastytrade founder Tom Sosnoff predicts that the selloff in prominent chip stocks like Nvidia, Advanced Micro Devices, and Micron Technology is far from over, expecting a 25% to 35% drop before they reach oversold levels. He notes that the market's narrow leadership, heavily reliant on a few tech giants, makes it vulnerable to significant declines when these stocks weaken. Sosnoff identifies Intel as an exception, considering its shares already oversold after a recent steep plunge, and advises traders to wait for better entry points amidst an expected choppy week.

Nov 2, 2026

Apple Inc. (NASDAQ: AAPL) is set to report its fiscal fourth-quarter earnings, with analysts expecting $1.99 per share on $113.4 billion in revenue. Prediction markets on Kalshi indicate high expectations for discussions around "iPhone 18," "Fold/Folding/Foldable," "Tariff," "Manufacturing," and "Siri," while topics like Broadcom, Gemini, and OpenAI are expected to be avoided. The company recently surpassed Nvidia as the world's most valuable, but faces pressure to deliver growth amid weak iPhone sales and rising memory costs.

Nov 2, 2026

Major retailers like Amazon, Target, Walmart, and Best Buy have initiated extended holiday return windows, allowing customers more time to return gifts purchased during the holiday season. Many of these windows began in October or November, extending return deadlines well into January 2027, though specific exclusions and membership perks apply to certain items and stores. Shoppers are advised to check individual retailer policies for details on eligible items and return methods.

Nov 2, 2026

Strategy Inc filed a Form 8-K detailing its financial activities from October 26 to November 1, 2026, which included selling 1.18 million Class A Common Stock shares to generate $164.0 million in net proceeds. The company used $65.5 million to acquire 811 BTC, bringing its total Bitcoin holdings to 849,327 BTC with an average cost of $75,451 per bitcoin. Additionally, Strategy Inc repurchased over 2 million shares of its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) for $208.2 million.

Nov 2, 2026

Shenzhen Ninenovo Technology Ltd, founded by Shanghai Jiao Tong University professor Wang Guoxing, is expanding its smart ring production and R&D capabilities in Shenzhen. Its RingConn brand, with 1 million users globally, recently received US FDA clearance for blood oxygen saturation measurement. The company plans to leverage Shenzhen's manufacturing ecosystem and AI advancements to develop more sophisticated, data-driven health solutions.

Nov 2, 2026

This article argues that Apple's recent staggered product launches have highlighted the less "exciting" iterative updates to products like the iPad mini, iMac, and MacBook Pro, which might have been better concealed within larger events. While this strategy gives smaller products individual attention, it also exposes their lack of groundbreaking innovation. The author notes that despite these less thrilling announcements, Apple has still introduced genuinely innovative products this fall, like the iPhone Duo, HomeView, and touchscreen MacBook Pro.

Nov 2, 2026

The Fidelity Nasdaq Composite Index ETF (ONEQ), despite tracking a broader index of over 1,000 stocks, holds a significantly higher concentration in Apple (AAPL) than the Invesco QQQ Trust (QQQ), which tracks only the Nasdaq-100. This higher Apple exposure in ONEQ could be a surprise for investors seeking diversification, as Apple constitutes about 10% of ONEQ's assets compared to QQQ's 6.67%. While QQQ has outperformed ONEQ over 10 years and has much higher trading volume, ONEQ offers exposure to financial stocks and smaller companies excluded by QQQ.

Nov 2, 2026

As U.S. stock futures indicate a higher open, several companies are expected to be in focus on Monday. Apple Inc. is anticipated to report strong quarterly earnings and revenue after market close. Inovio Pharmaceuticals saw a significant jump in after-hours trading following FDA accelerated approval for Voceryq, while Marriott International and Estee Lauder Companies are also set to release earnings.

Nov 2, 2026

Micro LED displays are facing commercialization challenges due to high manufacturing costs and production difficulties, leading to downgraded growth forecasts. Conversely, OLED displays are gaining significant traction in the laptop market, driven by the adoption by major manufacturers like Apple and demand for premium AI PCs. South Korean companies like LG Display and Samsung Display are enhancing their competitiveness with advanced OLED technologies to capitalize on this expanding market.

Nov 1, 2026

Despite a recent plunge in Alphabet's stock due to weak tech earnings, Barron's recommends investors remain optimistic and consider buying the dip. The Google-parent company is currently trading at a rare discount, and analysts suggest it has nearly 50% upside if it returns to its historical valuation relative to Apple. This perspective encourages investors not to overreact to the market's current volatility.

Nov 1, 2026

Apple and Palantir Technologies are scheduled to report earnings on Monday, with investors closely watching Apple's iPhone momentum and AI strategy, and Palantir's rapid growth driven by U.S. commercial and AI-sovereignty demand. Several other major companies across various sectors, including Marriott International, Entergy, and Vertex Pharmaceuticals, are also set to release their quarterly results, providing a comprehensive look at market performance and future outlooks.

Nov 1, 2026

Apple (NASDAQ: AAPL) has differentiated itself from other Magnificent 7 stocks, with investors viewing it as a more secure investment due to its limited exposure to AI. The company, now valued at over $5.02 trillion, is set to release its earnings report, with analysts anticipating strong revenue growth. The options market suggests a potential jump in Apple's stock price, with many calls concentrated at $355.

Nov 1, 2026

This article covers recent Tesla news, including Elon Musk's jest about Apple's expensive Mac Studio, former Autopilot chief Sterling Anderson's criticism of Tesla's vision-only approach to autonomous driving, and the planned expansion of Tesla's Robotaxi service to Miami and Tampa beaches. Additionally, ARK Invest speculates on Tesla's broader transportation ambitions beyond traditional roads, and Latvia has approved Tesla's Full Self-Driving system.

Nov 1, 2026

MP Materials (MP) stock has fallen 60% from its 2025 highs, currently trading around $40 per share. Despite analyst optimism, the author expresses hesitation to buy due to the company's significant reliance on a U.S. government price floor for neodymium-praseodymium (NdPr), which accounts for over 60% of its adjusted EBITDA. The author seeks evidence that MP Materials can generate substantial profits independently before investing.

Nov 1, 2026

This article highlights 10 stocks with market caps over $25 billion that are anticipated to experience more than a 10% swing in either direction following their upcoming earnings reports, according to options traders. Moderna is listed as the stock with the highest implied move at 14.70%. The article also notes the recent significant sell-off in chip stocks, which wiped out $1 trillion in market value during October, impacting major tech companies.

Nov 1, 2026

This weekly tech roundup covers Apple's AI strategy, its resilience in the chip downturn, Elon Musk's jab at the expensive Mac Studio, and Apple's stock performance diverging from the broader tech market. It also touches on a difficult week for the AI trade, with Alphabet and Intel experiencing significant declines.

Nov 1, 2026

New England Research & Management Inc. increased its holdings in Apple Inc. by 7.5% in the third quarter, making Apple its second-largest position. The report highlights Apple's strong quarterly results, positive analyst sentiment, and potential catalysts from AI and new hardware, while also noting concerns about rising memory costs and slowing iPhone growth. Insiders have sold shares primarily to cover tax obligations.

Nov 1, 2026

Forum Financial Management LP decreased its stake in Apple Inc. by 1.4%, selling 3,613 shares and retaining 251,748 shares valued at approximately $83.8 million. Institutional investors collectively own 67.73% of Apple, which reported strong quarterly earnings and revenue that exceeded analyst expectations. Despite a generally positive outlook from analysts, risks such as elevated valuation, insider selling, and rising component costs are noted ahead of the company's next earnings report.

Nov 1, 2026

Apple CEO John Ternus has defended the company's AI strategy, stating that Apple won't "ship AI for AI's sake" and aims for AI to enhance products seamlessly. He acknowledged differing opinions on Apple's AI progress but expressed satisfaction with their current position, emphasizing the company's focus on creating products that users truly love. Ternus also noted that Apple will "absolutely" integrate AI into new products, with a recent update to Siri already rolling out.

Oct 31, 2026

A Delta Air Lines customer reported a two-day struggle to receive support after the airline ended its Apple Messages service and transitioned to an AI-powered in-app concierge. The customer experienced missed notifications and expired chat sessions, leading to frustration. This shift has prompted other travelers to express dissatisfaction with the loss of the convenient messaging option.

Oct 31, 2026

Apple's new foldable iPhone Duo is receiving early complaints from customers reporting screen cracks and display malfunctions within days of use. Apple has acknowledged an issue affecting a small number of units, attributing it to inner-display defects and offering replacements. The problem, which appears to stem from a hinge issue rather than the display panel, is an embarrassing setback for Apple's first foray into foldable phones, a product category it spent over a decade developing.

Oct 31, 2026

Apple Intelligence features are set to launch in China in December with the iOS 27.3 update, utilizing Alibaba Group Holding's AI model Qwen. This move resolves two years of regulatory uncertainty and brings advanced AI capabilities like writing tools, live translation, and visual intelligence to Chinese iPhone users. An open beta test for developers is scheduled to begin on November 4th.

Oct 31, 2026

Apple has once again become the world's most valuable company, reaching a $5.03 trillion valuation and surpassing NVIDIA, which is now valued at $4.93 trillion. This shift comes as investor concerns grow regarding the aggressive spending on AI infrastructure by other tech giants, which has led to a wider selloff in the tech sector. Apple has been less aggressive in its AI infrastructure investments, and its shares have seen a 27% increase this year, with strong projected cash flow growth.

Oct 31, 2026

The US Federal Communications Commission (FCC) has approved Amazon Leo's $11.5 billion acquisition of Globalstar, a significant step for Amazon's expansion into direct-to-device (D2D) satellite connectivity. This deal grants Amazon access to Globalstar's mobile-satellite service spectrum and existing infrastructure, enhancing its ability to provide satellite broadband and mobile connectivity. The acquisition also ensures the continuation of Apple's Emergency SOS and Find My services, which Globalstar currently supports.

Oct 31, 2026

This article highlights Texas Instruments, which has raised its dividend for 23 consecutive years, and three other tech companies (Cisco Systems, Broadcom, and Apple) that offer growing dividends despite low yields. It details each company's dividend safety, track record, bull case, and risks, emphasizing their strong free cash flow and commitment to shareholder returns. The focus is on dividend growth and balance-sheet quality rather than high current income for income-seeking investors.

Oct 31, 2026

Corning Inc. (NYSE: GLW) has outperformed Nvidia (NASDAQ: NVDA) in 2026, with its stock returning 44% compared to Nvidia's 16%. Corning, a long-standing glass manufacturer, is now a key player in the AI boom due to its fiber-optic cables for data centers. The company's optical communications segment is experiencing accelerating revenue growth, driven by AI-related sales and major agreements with hyperscalers like Meta Platforms and Amazon, suggesting significant long-term upside despite its current valuation.

Oct 30, 2026

Jinko Holdings (NYSE: JKS) stock saw a modest increase on Friday after reporting mixed third-quarter 2026 results, with earnings surpassing expectations despite a revenue shortfall. The company achieved narrower losses and improved gross margins, attributed to cost reductions, a favorable product mix, and growth in its energy storage business. Jinko also announced the resignation of its CFO and outlined plans to focus on AI, data centers, and technological innovation.

Oct 30, 2026

Apple Inc. has once again become the world's most valuable publicly traded company, surpassing NVIDIA Corporation. This shift comes amid increasing skepticism about aggressive AI spending, leading investors to favor companies with more disciplined balance sheets like Apple. The iPhone maker's market capitalization reached $5.03 trillion, while Nvidia's fell to $4.93 trillion due to a tech selloff.

Oct 30, 2026

Apple Inc. has once again become the world's most valuable company, surpassing Nvidia Corp. as investors favor Apple's perceived safety amidst concerns about artificial intelligence spending. Despite a 1.2% drop in its shares, Apple's market capitalization reached $5.03 trillion, while Nvidia's fell 4.2% to $4.93 trillion. This shift reflects investor caution following disappointing earnings reports from several major technology companies, which renewed doubts about the profitability of hefty AI infrastructure investments.

Oct 30, 2026

Apple has once again surpassed Nvidia to become the world's most valuable company, driven by strong demand for its iPhones and Services, alongside successful hardware launches like the iPhone Duo and HomeView, and a smooth CEO transition. Despite a general downturn in tech stocks and some analyst concerns regarding iPhone launch timing, Apple's valuation reached $5.03 trillion, with Nvidia closing at $4.93 trillion. This recurring flip-flop for the top spot highlights the ongoing competition between consumer tech and AI chip markets.

Oct 30, 2026

ACCO Brands Corporation (ACCO) reported adjusted Q3 2026 EPS of $0.28, significantly exceeding Wall Street's estimate of $0.19, primarily due to one-time tariff refunds. While revenue decreased slightly to $380.3 million, the company is strategically expanding into technology peripherals with the acquisition of Trust, a European company. Full-year guidance suggests a conservative outlook for Q4, and analysts remain moderately bullish despite ongoing comparable sales weakness.

Oct 30, 2026

Wall Street analysts expect Apple (AAPL) to report earnings per share of $1.98 on revenue of $113.32 billion for its fiscal fourth quarter when it reports after the bell on November 2nd. This would represent a 7.0% increase in EPS and 10.6% growth in revenue year-over-year. Investors will be watching iPhone sales, services growth, China performance, and management's guidance for the upcoming holiday quarter.

Oct 30, 2026

Intel Corp. is experiencing one of its worst trading days on record, with its stock plunging nearly 30% after issuing a disappointing fourth-quarter revenue and earnings outlook. This significant drop has cascaded across the semiconductor sector, with other major chipmakers like Nvidia and AMD also seeing substantial losses, leading to a broader market decline, particularly for the Nasdaq 100. Amidst this tech selloff, defensive sectors like consumer staples and energy showed gains.

Oct 30, 2026

Dell and HP stocks are experiencing significant declines after Intel reported a weak fourth-quarter forecast and highlighted a deepening PC market slump due to memory shortages. Gartner and Counterpoint Research reports corroborate the softening trend in worldwide PC shipments, with all top vendors facing declines. Intel expects the PC unit total addressable market to decline approximately 12% in 2026 and about 10% in 2027, with potential for stabilization at lower volumes.

Oct 30, 2026

Foxconn, Apple's main assembly partner, has expressed confidence in its ability to meet the surging demand for the recently launched $2,000 iPhone Duo. The company's CEO, Michael Chiang, highlighted Foxconn's extensive global manufacturing network across 24 countries, which allows it to respond promptly to customer needs, especially during the holiday season. The iPhone Duo, crafted from grade 5 titanium and available in two colors, experienced significant delays for online orders, reflecting its high popularity.

Oct 30, 2026

Apple and Samsung have demonstrated resilience in the declining global smartphone SoC market, outperforming rivals due to integrated supply chains and a focus on premium devices. While overall shipments fell 21% year-over-year in Q3 2026, driven by rising memory costs and longer replacement cycles, flagship chip demand is expected to offer some support in Q4. However, the market contraction is projected to extend into 2027, with continued pressure on the broader supply chain.

Oct 30, 2026

Roth Capital Partners analyst Scott Searle maintained his "Buy" rating and US$158.00 target on Universal Display Corporation (NASDAQ:OLED), anticipating growth in 2027 driven by new manufacturing capacity and the potential commercialization of blue OLED technology. Despite slightly weaker-than-expected Q3 results and lowered revenue estimates for 2026 and 2027, Searle believes the shares are attractively valued, with significant growth potential from IT applications and blue emitter technology contributing to future revenue and earnings.

Oct 30, 2026

Intel's data center business is experiencing a boom due to the growing demand for server CPUs driven by agentic AI. While Intel faces a challenging processor market with strong competitors, the company is making strategic moves towards recovery. The best-case scenario for Intel involves strengthening its PC processor business, leveraging AI demand, and securing external investment for its foundry operations.

Oct 29, 2026

ResMed reported strong Q1 fiscal year 2027 results, with a 7% core constant currency revenue growth and a 14% increase in non-GAAP earnings per share, driven by innovation in sleep and breathing health products and active portfolio management. The company also returned over $1 billion to shareholders through dividends and share repurchases, partly funded by the MatrixCare divestiture. ResMed reaffirmed its FY 2027 guidance for revenue and EPS growth, emphasizing its focus on US manufacturing, global expansion, and marketing campaigns to expand market awareness and patient adherence.

Oct 29, 2026

Amazon (NASDAQ:AMZN) reported Q3 2026 revenue of $201.9 billion, meeting Wall Street estimates with a 12.1% year-on-year increase, but its GAAP profit of $1.89 per share missed consensus estimates by 3.5%. Following the report, shares tumbled 6.5% to $228.29. The company's CEO, Andy Jassy, highlighted strong AWS growth and progress in newer businesses like Grocery and Pharmacy, projecting potential for two trillion-dollar revenue businesses in the next 5-10 years.

Oct 29, 2026

Apple is facing high expectations for its upcoming earnings report, with predicted quarterly revenue exceeding $113 billion. Investors will scrutinize whether strong iPhone sales and high-margin services can offset rising costs and supply chain constraints, especially as the previous quarter's record profits were partially boosted by tariff refunds. This report marks John Ternus's first as CEO, putting focus on sustainable profitability and the outlook for the holiday season.

Oct 29, 2026

Apple Inc. shares are rising as Goldman Sachs reaffirmed its Buy rating, with investors seeking safety in the stock amidst broader tech sector declines. The firm anticipates continued sales growth due to price increases and new product releases, despite potential near-term challenges from tight supply and soft markets for PCs and tablets. Apple is trading near its all-time high of $351.73 as it approaches its fiscal fourth-quarter earnings report on Monday, Nov. 2.

Oct 29, 2026

As Halloween approaches, tech companies are offering new solutions for parents to monitor their trick-or-treating children. Apps and smartwatches from firms like Life360, Verizon, Apple, and TickTalk provide GPS tracking, virtual boundaries, and alerts for nearby crime incidents. This trend reflects parents' desire to balance their children's independence with safety concerns during holiday activities.

Oct 29, 2026

STMicroelectronics (NYSE: STM) reported a mixed third quarter, with revenue exceeding estimates but adjusted earnings falling short. The semiconductor supplier lifted its forecast, driven by strong demand from AI data centers and low-Earth-orbit satellite communications. The company also announced an organizational restructuring set for January 2027 to improve coordination across strategy, technology, and product development.

Oct 29, 2026

This article provides a live price update for MercadoLibre Inc (Derivative) (MELI) against the USD, showing its current price as $1,640.49 with a 24-hour decrease of 2.34%. It includes key statistics such as market cap, trading volume, all-time high and low, and lists various tokenized assets and cryptocurrencies along with their current prices. The page also features a MELI to USD converter and disclaimers regarding affiliate links.

Oct 29, 2026

Elon Musk, CEO of Tesla, has publicly commented on the high price of Apple's fully-specced Mac Studio, jokingly stating it makes a Tesla seem "quite affordable." A Mac Studio with top specifications costs $29,799, which is comparable to or more than the price of some Tesla models like the Model 3 and Model Y, as well as Ford's upcoming Fathom electric pickup truck.

Oct 29, 2026

Franklin Templeton is launching two new ETFs, FBEQ and FIBT, that will reinvest stock dividends into Bitcoin rather than additional shares. These funds track VettaFi indices, starting with a 95% allocation to U.S. stocks and 5% to Bitcoin, with quarterly trims to maintain Bitcoin as a secondary holding. The ETFs can hold Bitcoin indirectly through ETPs, futures, and options.

Oct 29, 2026

WGN News will offer extensive live coverage of the 2026 gubernatorial election and other local and national midterm races this Tuesday, November 3rd. Starting at 7 PM CT, special wall-to-wall coverage will be available on WGN-TV and various streaming platforms. The broadcast will feature anchors, political strategists, and a team of reporters providing real-time analysis and candidate reactions from campaign headquarters across Chicagoland.

Oct 29, 2026

Convergence Financial LLC has acquired a new stake of 10,703 shares in Cirrus Logic, Inc. (NASDAQ:CRUS) during the third quarter, valued at approximately $1.28 million. Cirrus Logic, a semiconductor company, recently reported strong quarterly earnings of $1.84 per share, surpassing estimates, with revenue increasing by 12.9% year over year. The stock is currently trading near the lower end of its 12-month range, and institutional investors collectively own 87.96% of the company.

Oct 29, 2026

The CEO of PT Telkom Indonesia, Nanang Hendarno, highlighted that the development of Artificial Intelligence (AI) presents significant opportunities for new industries, but successful adoption requires a robust ecosystem connecting technology, user needs, and investment. He emphasized that the biggest potential lies in building the infrastructure supporting widespread AI use, rather than merely selling AI units. Telkom is focusing on integrated connectivity, large-scale AI data centers, and AI model platforms to build the foundation for future AI industries in Indonesia.

Oct 29, 2026

STMicroelectronics, a European chip maker, anticipates robust sales growth in 2026, driven by increasing demand for semiconductors from data centers powering AI models and satellite deployments for connectivity. The company, which supplies clients like Apple, Tesla, and SpaceX, expects revenue to climb by nearly 23% to approximately $14.5 billion, with its gross margin improving to around 36.4%.

Oct 29, 2026

The FCC's Space Bureau has approved Amazon Leo's US$11.5 billion acquisition of Globalstar's mobile-satellite service spectrum, concluding a review that found the transaction unlikely to harm public interest or competition. The approval allows Amazon Leo to use Globalstar's C-3 system authorization for its satellite constellation, aiming to enhance data coverage, emergency communications, and compete with other satellite providers like SpaceX and AST SpaceMobile. This move is expected to benefit the public by expanding data services in underserved areas and promoting more intensive use of mobile-satellite spectrum.

Oct 29, 2026

Digital Envoy has integrated its NetAcuity IP intelligence data with The Trade Desk, allowing advertisers to target audiences based on internet service provider, mobile carrier, or organization-level signals derived from IP addresses. This new capability enables more granular audience segmentation for campaigns across the open internet and connected TV, especially in EMEA and APAC where IP visibility has been challenging. While positioned to help telecom and tech brands target rival customers or specific organizations, the integration launches without disclosed pricing, match rates, or accuracy figures, leaving questions about its real-world performance.

Oct 28, 2026

Universal Display Corporation reported third-quarter 2026 revenue of $160 million, up from the previous year, but expects full-year revenue to hit the lower end of its guidance. The company highlighted significant advancements in OLED technology with the OLED X platform and commercialization milestones for NovaJet, reinforcing its leadership. Management noted strong demand for foldable devices, including Apple's iPhone Duo, and growth opportunities in IT, automotive, and OLED TV markets, while also discussing material sales, gross margins, and a strong cash position.

Oct 28, 2026

Apple Inc. shares are experiencing a slight dip despite the company unveiling its first-ever touchscreen MacBook Pro. The new laptops feature M5 Pro or M5 Max chips, OLED panels, and the Dynamic Island from iPhones, with deliveries starting on November 6th. The stock remains near its record high as Apple prepares to release its fiscal fourth-quarter earnings report next week, with analysts anticipating strong results.

Oct 28, 2026

Apple CEO John Ternus has unveiled the company's first touchscreen MacBooks, abandoning a long-held stance against the technology. The new MacBook Pro models feature OLED displays and a glowing logo, marking a significant shift for Apple ahead of the holiday shopping season. This move comes as touchscreens have become widely expected by a new generation of buyers, despite past executive resistance.

Oct 28, 2026

Apple CEO John Ternus unveiled the company's first touchscreen MacBooks, marking a significant shift from Apple's long-standing resistance to the technology. The new MacBook Pro models feature an OLED display, a glowing logo, and are available for pre-order, starting at $2,899. This launch is part of a series of new product releases ahead of the holiday shopping season, challenging an old debate within Apple about incorporating touchscreens into its laptop line.

Oct 28, 2026

Apple has launched its first MacBook Pro with a touchscreen, featuring an OLED ProLED XDR Display, M5 Pro or Max chips, and a starting price of $2,899 for the 14-inch model. This move marks a significant reversal of Apple's long-standing resistance to touchscreens on Macs, despite a slump in the PC market and rising memory costs. The company hopes the new touch interface will attract developers and boost the strategic importance of the Mac.

Oct 28, 2026

Apple is expected to introduce its first touchscreen MacBooks, marking a significant departure from its long-standing stance against touch technology on laptops. This launch, part of a series of product unveilings ahead of the holiday season, aims to address evolving consumer expectations for touch-responsive screens. While previous Apple executives like Steve Jobs and Tim Cook dismissed the idea, analysts believe this move is an inevitable response to market demand.

Oct 28, 2026

The US Federal Communications Commission (FCC) has approved Amazon's $11.5 billion acquisition of satellite operator Globalstar. This deal is intended to boost Amazon's Amazon Leo satellite network, allowing it to compete with services like SpaceX's Starlink and enhance data coverage in underserved areas, including for emergency communications. The acquisition also solidifies Amazon Leo's role in powering satellite services for Apple's iPhone and Apple Watch, leveraging Globalstar's existing network and future constellation plans.

Oct 28, 2026

Stock futures are pointing to a mostly higher open, led by the tech-heavy Nasdaq, ahead of major earnings reports from Microsoft, Alphabet, and Amazon. The market is closely watching for confirmation that AI spending translates into measurable revenue and profit growth. Meanwhile, crude oil prices are pushing higher amid continued geopolitical tensions and the ongoing conflict in Yemen, with attention turning to the upcoming U.S. midterm elections.

Oct 28, 2026

Monness, Crespi, Hardt has increased its price target for Apple (AAPL) shares to $355 from $335, citing the company's innovation with industry-leading products. Despite this positive analyst note, Apple shares saw a fractional decline in premarket trading. The report highlights Apple's continued focus on product development.

Oct 28, 2026

CNBC's "Halftime Report Final Trades" featured picks including Delta Air Lines, American Tower Corporation, UnitedHealth Group, and Apple Inc. Analysts discussed recent earnings reports for Delta and American Tower, an analyst rating for UnitedHealth, and upcoming earnings for Apple. The article also provides the latest stock performance for each of the mentioned companies.

Oct 28, 2026

USA Compression Partners (USAC) is anticipated to release its Q3 2026 earnings before market open on Wednesday, November 4th, with analysts forecasting earnings of $0.3345 per share and revenue of $348.32 million. The company previously surpassed expectations in Q2 2026 with an EPS of $0.31 and revenue of $342.15 million. USAC maintains an 8.4% dividend yield, though its payout ratio is elevated, and analysts currently hold an average "Hold" rating with a $29.50 price target.

Oct 28, 2026

Robinhood Markets reported Q3 2026 earnings per share of 51 cents, missing analyst expectations, primarily due to a 55% drop in cryptocurrency revenue. Despite this, total net revenues reached a record $1.42 billion, driven by significant increases in event contracts and options revenue. The company's stock experienced a slide in extended trading following the announcement.

Oct 28, 2026

South Korea's Media and Communications Commission has fined Google 42.9 billion won ($32.35 million) and Apple 20.8 billion won for restricting users to specific app payment systems. The regulator also ordered corrective measures. Apple stated its disagreement with the decision and is evaluating its options.

Oct 28, 2026

South Korea has fined Google and Apple a combined $47.6 million for allegedly exploiting their dominant positions in the app store market. The fine was imposed due to the companies requiring local developers to exclusively use their proprietary payment systems. This action by South Korea aims to address unfair practices and promote a more equitable app market environment.

Oct 28, 2026

The article explains the current state of third-party litigation funding in England and Wales following the Supreme Court's 2023 PACCAR decision, which deemed many litigation funding agreements (LFAs) to be unenforceable damages-based agreements (DBAs). It details how funders have revised agreements, leading to a Court of Appeal ruling that multiple-of-outlay LFAs are not DBAs. The piece also outlines the government's proposals to legislate and clarify that LFAs are not DBAs with prospective effect, along with plans for proportionate regulation, noting that no such bill has yet been introduced despite recommendations for retrospective application.

Oct 28, 2026

Reservoir Media (NASDAQ:RSVR) is set to announce its Q2 2027 earnings before market open on November 4, 2026. Analysts predict earnings of $0.04 per share on approximately $48.70 million in revenue. The stock currently has a "Hold" consensus rating from Wall Street, with its 50-day and 200-day simple moving averages both around $9.50.

Oct 28, 2026

Karooooo Ltd. (NASDAQ:KARO) has an average 12-month target price of $72.80, with analysts giving it a "Moderate Buy" consensus. The stock's current opening price is $64.46, and it has a market capitalization of approximately $1.99 billion. Recent insider transactions include CEO Isaias Calisto selling 33,833 shares for about $2.24 million, though insiders still own 74.73% of the company.

Oct 28, 2026

Amazon.com Inc. received FCC approval for its $11.5 billion acquisition of Globalstar Inc., significantly boosting its satellite communications business. This move intensifies Amazon's rivalry with Elon Musk's SpaceX Starlink in broadband and direct-to-device connectivity. The acquisition adds Globalstar's satellites and mobile-satellite spectrum, further expanding Amazon's Project Kuiper network and its partnership with Apple for satellite-enabled features.

Oct 28, 2026

Apple Inc. (NASDAQ: AAPL) has shown an "unprecedented" inverse correlation with the Nasdaq 100 for two consecutive months, a phenomenon not seen in data going back to the early 1980s. During this period, Apple shares gained significantly while the broader Nasdaq 100 saw minimal growth. This divergence, coupled with a shrinking valuation gap between Apple and Nvidia Corp. (NASDAQ: NVDA), suggests investors are shifting towards Apple's predictable cash flows amid concerns about AI infrastructure volatility.

Oct 28, 2026

Apple is reportedly planning to launch new touchscreen MacBook Pro models with a significant price increase, potentially starting at $2,899 for the 14-inch version. This move contradicts Steve Jobs's past stance on touchscreen laptops being "ergonomically terrible." The new MacBook Pros are expected to feature M5 chips, Dynamic Island, and a lighter design, with Apple betting customers will pay a premium for these touch-integrated OLED devices.

Oct 28, 2026

BlackBerry, once a leader in the smartphone market, is now focusing its strategy on AI-powered robots, moving beyond its automotive software foundations. CEO John Giamatteo highlights the QNX operating system's expansion into autonomous machines and "physical AI," which is described as equipping mechanical systems to interact with physical environments. This shift has already contributed to a significant increase in BlackBerry's QNX royalty backlog and a substantial surge in its stock value for 2026.

Oct 28, 2026

The S&P 500, represented by the SPDR S&P 500 ETF Trust (SPY), increased by 14% over the past year while simultaneously becoming cheaper due to earnings growth outpacing price increases. Its price-to-earnings multiple fell from 28.6x to 24.5x, driven significantly by the "Magnificent 7" tech companies whose earnings rose about two-thirds. Analysts anticipate the broader market to pick up pace, with a major IPO from AI leader Anthropic potentially further tilting the index towards tech.