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ANTHROPIC $ANT PLANS TO MOVE AHEAD WITH ITS IPO DESPITE THE AI SELLOFF Shares could start trading as soon as next Thursday or Friday, per WSJ. The company has investor meetings lined up this week. Its valuation range is expected in a filing early this week - WSJ

$OXY | Occidental Petroleum Q3 26 Earnings: • Adj EPS: $1.91 (est $1.45) • Adj Net Income: $2.08B (est $1.45B) • Total Average Global Production: 1,427 Mboe/d • Realised Oil Price: $85.91/Bbl • Net Sales Of $6.57B, (est $6.79B)

Occidental Petroleum 3Q Adj EPS $1.91 >OXY

Occidental Petroleum 3Q EPS $1.61 >OXY

Occidental Petroleum beats quarterly profit estimates. US shale producer Occidental Petroleum OXY surpassed Wall Street expectations for third-quarter profit on Monday, helped by higher oil prices. The Houston-based company posted an adjusted profit of $1.91 per share for the three months ended September 30, compared with expectations of $1.46, according to data compiled by LSEG.

Occidental (OXY) Signs CO₂ Deals for Up to 4M Tons Annually. Occidental signed long-term agreements for two Delaware Basin projects expected to capture and transport approximately 2M metric tons of CO₂ annually, with potential to expand to 4M; projects are subject to final investment decisions, with initial shipments anticipated in 2029. Material Details # Detail AI Analyst View 1 Approximately 2M metric tons CO₂ annually The expected contracted supply supports enhanced oil recovery; no prior-period comparison was provided. 2 Projects could expand to 4M metric tons yearly The potential expansion could increase long-term CO₂ availability, but is not committed. 3 Initial shipments anticipated in 2029 The supply is several years away, limiting near-term operational impact. 4 Projects subject to final investment decisions Execution and supply depend on project approval and third-party development. 5 Nearly 100 miles of new CO₂ pipelines planned The infrastructure could connect additional sources, but construction and capacity are not yet established. Context by AI Analyst This is an operational update supporting Occidental’s existing enhanced oil recovery strategy, rather than a change in direction. Final investment decisions and progress toward construction and 2029 shipments would determine whether the agreements become a larger catalyst. Based on the original press release from Occidental distributed by GlobeNewswire.

OXY: Production beat guidance, free cash flow reached $2.8B, and principal debt hit $10.0B. Q3 delivered $1.637B in common-stockholder income and $2.8B in free cash flow before working capital, with production above guidance. Principal debt reached $10.0B; management targets more than $4.0B of annual sustainable cash flow by 2030. Original document: Occidental Petroleum Corporation [OXY] SEC 8-K Current Report — Nov. 10 2026

Despite Nvidia's problems, stocks rise as buyers intervene – US Market Wrap https://features.financialjuice.com/?p=21045&preview=true…

@WOLF_Financial: [转推] Evan reposted MARA HOLDINGS $MARA JUST REPORTED Q3 EARNINGS - Revenue: $164.2M, missing expectations of $182M 🔴 - EPS: $1.28, beating expectations of -$0.12 🟢 - Adj EBITDA: $857.7M - Net Income: $632.1M Key Updates: - Exaion: $79M four-year GPU-as-a-service contract (over $3B pipeline; approximately $1B targeted for delivery by end of 2027) - Share Repurchase Authorization: up to $500M after quarter-end

@WOLF_Financial: [转推] Evan reposted OCCIDENTAL $OXY JUST REPORTED Q3 EARNINGS - Total Revenue: $6.77B, missing expectations of $6.79B 🔴 - Adj EPS: $1.91, beating expectations of $1.46 🟢 - Free Cash Flow: $2.78B (+88% YoY) Key Updates: - Debt Milestone: $10.0B principal debt (reduced debt by $1.8B) - Worldwide Production: 1,427 Mboed (-3% YoY)

Quantum Computing Q3 swings to net loss on higher operating expenses, acquisitions. Overview US quantum photonics manufacturer's Q3 revenue rose sharply, beating analyst expectations Company posted a net loss of $15.1 mln as operating expenses increased Outlook Company did not provide specific financial guidance for the current or future periods Result Drivers ACQUISITIONS - Revenue growth was primarily driven by the recently acquired LSI, NuCrypt and NHanced businesses, which contributed photonic components, quantum communications products and advanced packaging services OPERATING COSTS - Higher operating expenses were mainly due to increased personnel costs and spending on research and development, sales and marketing, and acquisition-related expenses MANUFACTURING UTILIZATION - Company said it is focusing on increasing manufacturing utilization and improving operating efficiency as it scales commercial operations Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Revenue Beat $9.50 mln $7.21 mln (6 Analysts) Q3 Net Loss attributable $15.15 mln Q3 Operating Expenses $29.01 mln Analyst Coverage The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell" The average consensus recommendation for the semiconductor equipment & testing peer group is "buy" Wall Street's median 12-month price target for Quantum Computing Inc. is $18.00, about 184.4% above its November 6 closing price of $6.33 Reuters Recommended Reads Nov 9 - ADC Therapeutics Q3 revenue beats estimates on sales volume Nov 9 - Canada's Adentra Q3 sales beat estimates on higher product prices Nov 6 - Canada's Constellation Software Q3 revenue slightly beats estimates on acquisitions 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.)

BRIEF-Occidental Q3 EPS USD 1.61. Nov 09 (Reuters) - Occidental Q3 net income USD 1,600 million.

Occidental Petroleum Files 8K - Operations And Financial Condition >OXY. Occidental Petroleum Corp. (OXY) filed a Form 8K - Operations and Financial Condition - with the U.S Securities and Exchange Commission on November 09, 2026. On November 9, 2026, Occidental Petroleum Corporation (the "Company") issued a press release announcing the Company's financial condition and results of operations for the quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information contained in this report and in Exhibit 99.1 shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and shall not be incorporated by reference into any filings made by the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as may be expressly set forth by specific reference in such filing. The full text of this SEC filing can be retrieved at: https://www.sec.gov/Archives/edgar/data/797468/000162828026072193/oxy-20261109.htm Any exhibits and associated documents for this SEC filing can be retrieved at: https://www.sec.gov/Archives/edgar/data/797468/000162828026072193/0001628280-26-072193-index.htm Public companies must file a Form 8-K, or current report, with the SEC generally within four days of any event that could materially affect a company's financial position or the value of its shares.

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Onto Innovation Posts Record $410 Million Q3 Revenue, Non-GAAP EPS of $2.44. Onto Innovation reported record third-quarter 2026 revenue of $409.7 million, up 87.8% year over year. GAAP net income was $46.8 million, while non-GAAP diluted earnings per share reached $2.44. The company forecast fourth-quarter revenue of $430 million to $450 million. Financial Highlights Revenue: Third-quarter revenue was $409.7 million, compared with $218.2 million a year earlier. Revenue for the first nine months was $1.045 billion, up 41.5% year over year. Gross profit and margin: Third-quarter gross profit was $224.5 million, with a GAAP gross margin of 54.8% and a non-GAAP gross margin of 57.6%. For the first nine months, gross profit was $554.1 million and non-GAAP gross margin was 56.9%. Operating income: Third-quarter GAAP operating income was $95.4 million, or 23.3% of revenue; non-GAAP operating income was $133.5 million, or 32.6%. Nine-month GAAP and non-GAAP operating income were $192.5 million and $314.1 million, respectively. Net income and adjusted diluted EPS: Third-quarter GAAP net income was $46.8 million, or $0.95 per diluted share; non-GAAP net income was $120.3 million, or $2.44 per diluted share. Nine-month GAAP net income was $140.7 million, or $2.83 per diluted share, and non-GAAP net income was $287.1 million, or $5.78 per diluted share. Cash and outlook: Cash, cash equivalents and marketable securities totaled $1.25 billion at quarter-end. For the fourth quarter, Onto Innovation expects revenue of $430 million to $450 million and non-GAAP diluted EPS of $2.59 to $2.79. Business Highlights Advanced Nodes set a quarterly revenue record, supported by strong adoption of the Atlas G6 OCD system. Advanced Packaging and Specialty Devices each achieved record revenue, primarily driven by the Dragonfly G5 and Firefly inspection systems. The company closed on its purchase of a 27% ownership interest in Rigaku in August. Backlog increased during the quarter to more than $1.3 billion, and management cited visibility into customer investment plans extending multiple years. Original SEC Filing: ONTO INNOVATION INC. [ ONTO ] - 8-K - Nov. 09, 2026

Texas Instruments Issues $2 Billion of Notes Due 2028–2036. Texas Instruments completed a $2 billion note issuance across four maturities, from 2028 to 2036. Key Highlights: The offering comprised four $500 million tranches, with maturities in 2028, 2031, 2033 and 2036. The notes carry interest rates of 5.000%, 5.350%, 5.500% and 5.750%, respectively, by maturity. The notes were issued under the company’s existing indenture and offered pursuant to its Form S-3 registration statement. Original SEC Filing: TEXAS INSTRUMENTS INC [ TXN ] - 8-K - Nov. 09, 2026

Quantum Computing Reports $9.5 Million Q3 Revenue and $15.1 Million Net Loss. Quantum Computing reported third-quarter 2026 revenue of $9.5 million, exceeding revenue for the first half of the year, and a net loss of $15.1 million. Results included contributions from businesses acquired during the first half of 2026. The company ended the quarter with approximately $1.3 billion in cash, cash equivalents, investments and accrued interest. Financial Highlights Revenue: $9.5 million, compared with $384,000 in the third quarter of 2025. Gross profit and margin: $428,000 and 4.5%, respectively. Operating loss: $28.6 million, compared with $10.4 million in the prior-year quarter. Net loss and diluted EPS: Net loss was $15.1 million, or $0.07 per diluted share. Adjusted diluted EPS was not reported. Liquidity and backlog: Approximately $1.3 billion in cash, cash equivalents, investments and accrued interest; contract backlog was approximately $39.1 million at quarter-end. Business Highlights Businesses acquired during the first half of 2026—Luminar Semiconductors, NuCrypt and NHanced Semiconductors—contributed photonic components, quantum communications products and advanced packaging services to commercial activity. The acquired operations expanded the company’s capabilities in photonic design, semiconductor fabrication and advanced packaging. Quantum Computing is integrating manufacturing operations and working to improve efficiency while scaling. A framework agreement with Hamad Bin Khalifa University in Qatar provides for quantum education, research and co-marketing initiatives, including cloud access to the Dirac-3 quantum optimization system. A commercial agreement with INmune Bio will explore applying Dirac quantum optimization alongside AI and conventional analytics to clinical and biomedical data related to an investigational Alzheimer’s treatment. Original SEC Filing: Quantum Computing Inc. [ QUBT ] - 8-K - Nov. 09, 2026

Rocket Lab Posts Record $268 Million Q3 Revenue and $3.57 Billion Backlog. Rocket Lab reported record third-quarter 2026 revenue of $267.8 million, up 73% year over year, and a net loss of $79.7 million. The company ended the quarter with a record backlog of approximately $3.6 billion and positive GAAP operating cash flow of $7.2 million. For Q4, Rocket Lab expects revenue of $270 million to $290 million. Financial Highlights Revenue was $267.8 million, compared with $155.1 million in the year-earlier quarter. GAAP gross profit was $90.1 million; non-GAAP gross profit was $102.8 million, with a non-GAAP gross margin of 38.4%. Operating loss was $79.2 million, compared with an operating loss of $59.0 million a year earlier. Net loss was $79.7 million, or $0.12 per basic and diluted share. Adjusted EBITDA loss was $18.0 million. Q4 guidance calls for revenue of $270 million to $290 million, GAAP gross margin of 34% to 36%, and non-GAAP gross margin of 39% to 41%. Business Highlights Rocket Lab signed launch contracts across Electron, HASTE, and Neutron, bringing its total launch backlog to 117 launches. Neutron’s backlog reached 16 missions ahead of its debut, now targeted for no earlier than 2027. Twelve Rocket Lab-built spacecraft were launched and are operating, including eight Globalstar direct-to-device satellites, twin NASA Mars science spacecraft, the VICTUS HAZE mission, and a spacecraft for Viasat’s NASA communications program. More than 55 spacecraft were in development and production for NASA, the Space Development Agency, the U.S. Space Force, and commercial constellation operators. Neutron assembly, integration, and testing milestones continued, including delivery of first-flight hardware to Launch Complex 3. Rocket Lab completed an ATM equity offering to fund its pending Iridium Communications acquisition, received lender approval to maintain Iridium’s credit facility after the transaction, and secured overwhelming approval from Iridium shareholders. Original SEC Filing: Rocket Lab Corp [ RKLB ] - 8-K - Nov. 09, 2026

North Korea's new torpedo weapon system to enter navy service from 2027 - KCNA

AAON: BASX-led sales surged 84%, prompting higher FY26 growth guidance. Q3 sales rose 84% YoY, led by BASX demand, with adjusted EBITDA up 100% and backlog at $1.85B. FY26 sales growth guidance was raised to 72%–75%. Original document: AAON, Inc. [AAON] Slides Release — Nov. 9 2026

Canada's Finance Minister: Granting targeted tariff relief for certain imported goods that are in short supply in the Canadian market

Aaon Q3 revenue jumps 84%, beats analyst estimates on strong data-center demand. Overview U.S. HVAC solutions provider's Q3 revenue rose 84% yr/yr, beating analyst expectations Adjusted EPS for Q3 more than doubled yr/yr to $0.83 Company restated prior quarters, identified material weakness in internal controls, and raised 2026 outlook Outlook Aaon raises 2026 net sales growth outlook to 72%-75% from 55%-60% Company now expects 2026 gross margin of about 26% Aaon sees SG&A as a percent of sales at about 13% for 2026 Result Drivers AAON, BASX BRANDS STRENGHT - Co said record revenue growth was driven by strong demand for both the AAON and BASX brands and increased manufacturing throughput DATA CENTER DEMAND - BASX-branded sales grew sharply, reflecting strong momentum in data center demand and increased production output OPERATIONAL IMPROVEMENT - Co attributed margin improvement to pricing, sourcing actions, productivity, and other operational initiatives Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Sales Beat $707.43 mln $599.67 mln (7 Analysts) Q3 Adjusted EPS $0.83 Analyst Coverage The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell" The average consensus recommendation for the electrical components & equipment peer group is "buy." Wall Street's median 12-month price target for AAON, Inc. is $120.39, about 110.5% above its November 6 closing price of $57.19 The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 31 three months ago Reuters Recommended Reads Nov 9 - SpaceX plans $24 billion gas power plant, data center project in Texas Nov 9 - Google unveils new AI chip variants as cloud demand surges Nov 9 - Germany's GEA Group Q3 revenue rises, maintains 2026 forecast 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.)

QUBT: Q3 revenue surpassed H1, while net loss reached $15.1 million. Q3 revenue reached $9.5 million, exceeding H1 revenue, with growth led by acquired photonics and packaging businesses. The quarter included a $15.1 million net loss and approximately $1.3 billion in cash, investments and accrued interest. Original document: Quantum Computing Inc. [QUBT] SEC 8-K Current Report — Nov. 9 2026

Quantum Computing 3Q 2026: Revenue $9.5M, EPS ($0.07) — 10-Q Summary. Quantum Computing’s revenue rose year over year as acquisitions expanded commercial operations, while the company swung to a net loss from net income. Higher operating expenses, including acquisition-related costs and increased staffing, outweighed higher interest income and a gain on the warrant liability. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $9.5M $384K 2374% Net income² ($15.15M) $2.38M (735.8%) Diluted EPS³ ($0.07) $0.01 (800%) ¹ Reported as “Revenue”. ² Reported as “Net income (loss) attributable to common stockholders”. ³ Reported as “Basic and Diluted”. Business Highlights Acquisitions : LSI, NuCrypt and NHanced contributed $8.8M in total revenue during the quarter. Gross profit : The company generated $428K, compared with $126K a year earlier; $2.7M of intangible amortization depressed margins. Research and development : Spending increased 85% to $8.3M, reflecting acquisitions, higher headcount, lab costs and equipment depreciation. Manufacturing : NHanced added nanophotonics fabrication and advanced packaging capabilities; QCi said higher production volume and utilization are important to future margins. Original SEC Filing: Quantum Computing Inc. [ QUBT ] - 10-Q - Nov. 09, 2026

Quantum Computing: Contract Backlog Totaled Approximately $39.1M as of Sept 30 >QUBT

Canada's finance minister: Canada tariff relief will include non-steel goods used in mining, quarrying, or the extraction of oil and gas

【最新内容：Evan @StockMKTNewz · 2026-11-09T21:10:31.000Z】 Hims & Hers $HIMS stock is down by 6.5% in after-hours following its earnings 【引用内容：WOLF @WOLF_Financial · 2026-11-09T21:06:45.000Z】 HIMS & HERS $HIMS JUST REPORTED Q3 EARNINGS - Revenue: $890.4M, missing expectations of $893M 🔴 - EPS: -$0.14, missing expectations of $0.06 🔴 - Adj EBITDA: $82.4M (+5% YoY) - Gross Margin: 57% (-1,700 bps YoY) - Subscribers: 2,788 (+13% YoY) Q4 Guidance: - Revenue:

@WOLF_Financial: [转推] Evan reposted TAKE-TWO $TTWO JUST REPORTED Q2 EARNINGS - Net Bookings: $1.60B, missing expectations of $1.66B 🔴 - Revenue: $1.50B (-15% YoY) - EPS: -$0.29, beating expectations of -$0.86 🟢 - Recurrent Consumer Spending: -9% YoY Q3 Guidance: - Net Bookings: $3.35B-$3.5B, in line with expectations of $3.40B 🟡 - Revenue: $3.27B-$3.42B - Net Income: $250M-$276M Affirms FY27 Guidance: - Net Bookings: $8.0B-$8.2B, below expectations of $8.57B 🔴 - Revenue: $7.98B-$8.18B - Net Income: $109M-$142M Key Updates: - Grand Theft Auto VI: launches November 19, 2026 (pre-orders at unprecedented levels)

Canada Finance Minister: Canada modifies tariff relief measures, extending the horizontal remission for u.s. tariffs by one year, to June 30th, 2028.

ONTO: Record Q3 revenue, strong margins and a $1.3B-plus backlog underpin growth expectations. Q3 revenue reached a record $409.7M, up 87.8% YoY, with record results across key product markets and strong adjusted margins. Backlog exceeded $1.3B; Q4 guidance and expectations for FY2026 and 2027 remain strong. Original document: Onto Innovation Inc. [ONTO] SEC 8-K Current Report — Nov. 9 2026

UBS maintains Kratos Defense & Security at Neutral, lowers price target to $46 from $60. UBS maintained Kratos Defense & Security at Neutral and lowered its price target to $46 from $60, a 23.3% decrease. The price target implies an upside of 22.0% from the Nov 9 close of $37.69. Recent analyst actions on Kratos Defense & Security Date Firm Action Rating Price target Nov 9 Canaccord Genuity Maintains Buy $120 Nov 9 Guggenheim Maintains Buy $67 Nov 6 BTIG Maintains Buy $65 Nov 2 Keybanc Maintains Overweight $75 Oct 30 B. Riley Securities Maintains Buy $91 Across the five most recent analyst notes published on Kratos Defense & Security over the past 30 days, price targets range from $65 to $120. Explore more price target data and ratings for Kratos Defense & Security on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Quantum Computing 3Q Rev $9.5M >QUBT

Quantum Computing 3Q Loss/Shr 7c >QUBT

RKLB: Record revenue and backlog growth; Q4 guidance points to further expansion. Q3 revenue hit a record $267.8M, up 73% YoY, while backlog rose 52% sequentially to $3.57B. Q4 guidance calls for $270M–$290M revenue and 34%–36% GAAP gross margin. Original document: Rocket Lab Corporation [RKLB] SEC 8-K Current Report — Nov. 9 2026

【最新内容：Evan @StockMKTNewz · 2026-11-09T21:08:14.000Z】 Trade Desk $TTD stock is up by 23% 🟢 in after-hours 【引用内容：WOLF @WOLF_Financial · 2026-11-09T21:02:01.000Z】 THE TRADE DESK $TTD JUST REPORTED Q3 EARNINGS - Revenue: $736M, beating expectations of $650M 🟢 - Adj EPS: $0.33, beating expectations of $0.25 🟢 - Adj EBITDA: $266M - Adj EBITDA Margin: 36% (-700 bps YoY) - Customer Retention: Over 95% Q4 Guidance: - Revenue: At least $755M,

Rocket Lab Sees 4Q Rev $270M-$290M >RKLB

Rocket Lab 3Q Rev $267.8M >RKLB

Rocket Lab 3Q Loss/Shr 12c >RKLB

@WOLF_Financial: [转推] Evan reposted ROCKET LAB $RKLB JUST REPORTED Q3 EARNINGS - Revenue: $268M, beating expectations of $256M 🟢 - EPS: -$0.12, missing expectations of -$0.07 🔴 - Adj EBITDA: -$18.0M - Backlog: $3.57B (+52% QoQ) - Non-GAAP Gross Margin: 38.4% (-350 bps YoY) Q4 Guidance: - Revenue: $270M-$290M, above expectations of $265M 🟢 - Adj EBITDA: -$14M--$20M - GAAP Gross Margin: 34%-36% Key Updates: - Neutron: $515M+ contracts (16 missions; $70M base price) - GAAP Operating Cash Flow: $7.2M positive

Teradyne (TER) Declares $0.13 Quarterly Dividend. Teradyne declared a quarterly cash dividend of $0.13 per share, payable December 16, 2026, to shareholders of record November 23, 2026. No prior dividend comparison was provided. Material Details # Detail AI Analyst View 1 $0.13 per-share quarterly dividend Sets the announced cash return to shareholders; the release provides no prior-period comparison. 2 Payable December 16, 2026 Specifies when eligible shareholders are scheduled to receive the payment. 3 Record date: November 23, 2026 Determines which shareholders are eligible for the announced dividend. Context by AI Analyst This is a routine quarterly dividend announcement, with no change to the dividend amount stated in the release. A larger catalyst would require a future board announcement changing the dividend or providing additional capital-return plans. Based on the original press release from Teradyne, Inc. distributed by BusinessWire.

Teradyne Declares Quarterly Cash Dividend. Teradyne, Inc. ( TER ) today announced a quarterly cash dividend of $0.13 per share, payable on December 16, 2026, to shareholders of record as of the close of business on November 23, 2026. About Teradyne Teradyne ( TER ) designs, develops, and manufactures automated test equipment and advanced robotics systems. Its semiconductor and electronics test solutions span the full AI device supply chain, from wafer to data center, enabling customers to meet the quality and reliability standards the AI era demands. Its advanced robotics business deploys intelligent automation across manufacturing, logistics, and data center operations for customers worldwide. For more information, visit teradyne.com. Teradyne® is a registered trademark of Teradyne, Inc., in the U.S. and other countries. Safe Harbor Statement This release contains forward-looking statements regarding future business prospects, Teradyne's results of operations, market conditions and the payment of a quarterly dividend. Such statements are based on the current assumptions and expectations of Teradyne's management and are neither promises nor guarantees of future performance or future payment of dividends. Future dividend declarations, as well as record and payment dates, are subject to board approval. View source version on businesswire.com: https://www.businesswire.com/news/home/20261109544632/en/

@WOLF_Financial: [转推] Evan reposted HIMS & HERS $HIMS JUST REPORTED Q3 EARNINGS - Revenue: $890.4M, missing expectations of $893M 🔴 - EPS: -$0.14, missing expectations of $0.06 🔴 - Adj EBITDA: $82.4M (+5% YoY) - Gross Margin: 57% (-1,700 bps YoY) - Subscribers: 2,788 (+13% YoY) Q4 Guidance: - Revenue: $875M-$895M, below expectations of $953M 🔴 - Adj EBITDA: $70M-$90M - Adj EBITDA Margin: 8%-10% FY26 Guidance: - Revenue: $3.13B-$3.15B, below expectations of $3.21B 🔴 - Adj EBITDA: $257M-$277M - Adj EBITDA Margin: 8%-9%

@claudeai: 【最新内容：Claude @claudeai · 2026-11-09T21:06:39.000Z】 Claude Fable 5.2 is available today on all paid plans. Organizations pursuing beneficial applications in cybersecurity or biomedical research can apply for access to Claude Mythos 5.2. Read more: [链接预览] Introducing Claude Fable 5.2 and Claude Mythos 5.2 【回复上下文：Claude @claudeai · 2026-11-09T21:06:31.000Z】 During pre-release testing, Claude Fable 5.2 and Claude Mythos 5.2 worked on ambitious projects in many different fields. Here are a few. From a one-paragraph prompt, Fable 5.2 designed three working electronic devices, including this home voice assistant hub. 【回复上下文：Claude @claudeai · 2026-11-09T21:06:39.000Z】 Both physics results are written up in preprints. On the abrupt transition in very small universes: https://hexagonmath.org/2611.00175v1 On the exact limit of a technique used to rule out candidate theories of quantum gravity: https://hexagonmath.org/2611.00174v1

BRIEF-Rocket Lab Corp Q3 Operating Expenses USD 169.26 Million. Nov 09 (Reuters) - Rocket Lab Corp Q3 operating income USD -79.189 million. Q3 pretax profit USD -76.174 million Q3 net income USD -79.677 million

BRIEF-Onto Innovation Q3 Adjusted EPS USD 2.44 Vs. IBES Estimate USD 2.3. Nov 09 (Reuters) - Onto Innovation Q3 net income USD 46.846 million. Q3 operating income USD 95.449 million Q3 revenue USD 409.748 million vs. IBES estimate USD 392 million Q3 gross margin 54.8% Q3 EPS USD 0.95

@WOLF_Financial: [转推] Evan reposted ZETA GLOBAL $ZETA JUST REPORTED Q3 EARNINGS - Revenue: $492.7M, beating expectations of $474M 🟢 - Adj EBITDA: $121.0M (+140 bps margin YoY) - FCF: $81.5M (+73% YoY) - Super-Scaled Customers: 212 (+18% YoY) Raises Q4 Guidance: - Revenue: $521M-$525M, above expectations of $505M 🟢 - Adj EBITDA: $135.2M-$136.3M (from $131.9M) Raises FY26 Guidance: - Revenue: $1.853B-$1.857B, above expectations of $1.82B 🟢 - Adj EBITDA: $414.1M-$415.2M (from $405.2M) - FCF: $270.6M-$271.6M (from $255.3M) Key Updates: - Positive GAAP Net Income: $38M (GAAP EPS $0.14) - Rule of 71: achieved through 46% revenue growth and 24.6% adjusted EBITDA margin

QUBT: Acquisition-led revenue growth meets widening losses and a major manufacturing scale-up. Q3 revenue rose to $9.5M, largely from acquisitions, but operating loss widened to $28.6M and net loss was $15.1M. $1.1B in investments and $174.3M in cash support continued expansion, while manufacturing utilization and control weaknesses remain key concerns. Original document: Quantum Computing Inc. [QUBT] SEC 10-Q Quarterly Report — Nov. 9 2026

Quantum Computing Inc. (QUBT) Reports $9.5M Q3 Revenue, About $1.3B in Cash and Investments. Quantum Computing Inc. reported Q3 2026 revenue of $9.5M, versus $9.2M for the entire first half of 2026, and ended the quarter with approximately $1.3B in cash, cash equivalents and investments. Material Details # Detail AI Analyst View 1 Q3 revenue $9.5M vs. $9.2M for first half Quarterly revenue exceeded the prior half-year total; acquired businesses primarily drove growth, so organic growth is not established. 2 Quarter-end cash, equivalents and investments: ~$1.3B The reported balance indicates substantial financial resources, though no prior-period comparison was provided. 3 Acquisitions drove commercial revenue growth Growth came primarily from businesses acquired in the first half of 2026, making integration and future commercial execution key. Context by AI Analyst This is an early-stage commercial update: the company says acquired businesses are contributing revenue as it advances its quantum technology roadmap. Further revenue growth from commercial customers and execution in integrating acquisitions would be needed to establish a durable trend. Based on the original press release from Quantum Computing Inc. distributed by PR Newswire.

Onto Innovation Inc. (ONTO) Expects 2026 Revenue Growth Above 45%. Onto Innovation reported Q3 2026 results, but the release text provides no revenue or earnings figures. Backlog increased to more than $1.3B; the company expects 2026 revenue growth to exceed 45% year over year. Material Details # Detail AI Analyst View 1 2026 revenue growth expected to exceed 45% YoY Raises the full-year growth outlook; the release gives no prior guidance for comparison. 2 Backlog increased to more than $1.3B Supports demand visibility, though the release provides no prior-period backlog figure. 3 Q3 cash from operations was approximately $79M Provides a quarterly cash-generation measure; no prior-period comparison is provided. 4 Quarter-end cash and investments: $1.25B Shows substantial liquidity; the release provides no prior-period comparison. Context by AI Analyst This is a quarterly update alongside strong stated demand and rising backlog, but the supplied release text omits detailed revenue and earnings figures. The next catalyst is the full Q4 outlook and disclosed Q3 financial tables, which could clarify near-term growth and profitability. Based on the original press release from Onto Innovation Inc. distributed by BusinessWire.

Rocket Lab Corporation (RKLB) Reports Record $268M Q3 Revenue. Rocket Lab reported record Q3 2026 revenue of $268M, $34M above Q2 2026, and backlog of $3.57B. It expects record revenue and gross margin expansion in Q4 2026. Material Details # Detail AI Analyst View 1 Q3 revenue hit a record $268M, up $34M vs. Q2 Sequential growth shows acceleration; the release gives no year-ago revenue comparison. 2 Backlog reached a record $3.57B The larger backlog supports future revenue visibility; the release gives no prior-period backlog comparison. 3 Q4 guidance calls for record revenue and gross margin expansion Management expects further growth, but the release excerpt provides no numerical Q4 targets. 4 Q3 GAAP operating cash flow was positive Positive operating cash flow is a cash-generation milestone; no amount or prior-period comparison was provided. Context by AI Analyst This is a quarterly results update with sequential revenue growth and record backlog, indicating continued business expansion. Q4 results and delivery against the stated revenue and gross-margin expectations would determine whether the trend develops into a larger catalyst. Based on the original press release from Rocket Lab Corporation distributed by GlobeNewswire.