Why Drone Maker AeroVironment's Stock Is Rocketing on This Sub-$1 Billion Deal — Barrons.com. By Anita Hamilton A contract worth less than $1 billion may not seem like much these days, but for drone maker AeroViironment it's a big deal. Shares of the defense contractor shot up 10% Monday after it announced that it had secured a $315 million initial award for "product deliveries and support" to the U.S. government. By midday, the company's shares were trading around $124. The total contract amount could reach $940 million as part of the multiyear arrangement known as an IDIQ contract. IDIQ stands for indefinite delivery, indefinite quantity and is a typical means by which the federal government procures goods and services. AeroVironment said the contract was for its autonomous systems, but didn't disclose exactly which ones. The category includes its tube-launched Switchblade line of drones, which have been used by Ukraine in its war with Russia. They include the lightweight 300 models, which can be carried in a backpack, and its 600 models, capable of destroying larger targets such as an armored tank or patrol boat. The reason why the deal matters so much is that even the initial $314 million amount is the equivalent of two thirds of its typical revenue in a single quarter. Should the company reach the $914 million deal cap, that would work out to more than half a year's revenue from a single contract. It's also in-line with other big contracts the company has announced in recent year, such as the $990 million IDIQ for its Switchblade systems announced back in 2024. What's unusual this time is the secrecy around what the government is buying from AeroVironment. "It's precision strike related," BTIG analyst Andre Madrid told Barron's. He added that the stock has "been beaten down, significantly. It's at levels that I would consider cheap for the stock." AeroVironment is among the many defense contractors whose stock price has languished this year over concerns about possible defense spending cuts. The drone maker's stock had already fallen 50% for the year even before the Democrats' swept Congress in the midterm elections. Through last Friday's close, it was down by 53%. Other hard-hit defense stocks include Karman, which is down 37% for the year even after closing up 42% on Friday, and Kratos, which is down 50% in 2026. Karman makes specialized parts for missiles and drones, while Kratos makes drones, engines for cruise missiles, and defense electronics. Larger defense contractors aren't having a great year, either. Shares of L3Harris, Lockheed Martin, and Northrop Grumman are all down by single digits in 2026. That said, defense stocks were rising more broadly Monday, with the iShares U.S. Aerospace & Defense ETF up nearly 4%. "It's a bullish day for defense tech," BTIG's Madrid added. "People are really loading up." Write to Anita Hamilton at anita.hamilton@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
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Sanders calls for Democrats to pass ‘Medicare for All," now that they have swept the House and Senate.
WATCH LIVE: BoE Gov. Bailey Speaks 12:25 ET https://vimeo.com/event/6025558?fl=ls&fe=ws…
Watch: McConnell Sparks New Health Fears After Unsettling Reaction To Midterm Blowout
Bernstein maintains Corning at Market Perform, lowers price target to $120 from $140. Bernstein maintained Corning at Market Perform and lowered its price target to $120 from $140, a 14.3% decrease. The price target implies an upside of 13.1% from the Nov 6 close of $106.13. Recent analyst actions on Corning Date Firm Action Rating Price target Oct 28 UBS Maintains Buy $192 Oct 28 Truist Securities Reiterates Buy $175 Oct 28 Barclays Maintains Equal-Weight $132 Oct 28 Morgan Stanley Maintains Equal-Weight $155 Oct 21 JP Morgan Maintains Neutral $165 Across the five most recent analyst notes published on Corning over the past 30 days, price targets range from $132 to $192. Explore more price target data and ratings for Corning on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .
Piper Sandler maintains Moderna at Overweight, raises price target to $305 from $230. Piper Sandler maintained Moderna at Overweight and raised its price target to $305 from $230, a 32.6% increase. The price target implies an upside of 20.0% from the Nov 6 close of $254.19. Recent analyst actions on Moderna Date Firm Action Rating Price target Oct 27 William Blair Downgrades Market Perform — Oct 26 Piper Sandler Reiterates Overweight $230 Oct 21 TD Cowen Maintains Hold $90 Oct 15 Goldman Sachs Maintains Neutral $137 Across the four most recent analyst notes published on Moderna over the past 30 days, price targets range from $90 to $230. Explore more price target data and ratings for Moderna on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .
A very strong payrolls print at 165K against a break-even rate of 30 to 40K. But the composition raises questions. Healthcare added 42K. Professional and business services added 70K, the highest since summer 2022, against a 12-month average of just 15K. Something looks a little fishy.
@alexwickham: 【最新内容：Alex Wickham @alexwickham · 2026-11-09T17:10:22.000Z】 [转推] LiveSquawk reposted Rosneft has introduced restrictions on fuel sales across Russia following the resumption of Ukrainian strikes on its refineries in recent days 【引用内容：Alex Wickham @alexwickham · 2026-10-22T11:11:08.000Z】 NEW: Rosneft deep dive by Bloomberg News + Officials at Russia’s largest oil producer are concerned that even a few more months of the war with Ukraine could leave lasting damage across the business. + One of Rosneft’s biggest refineries, Ryazan, has been shut for more than
UBER $UBER NOW LETS YOU RESERVE PARKING SPOTS IN ITS APP The new feature lets users book garages, lots, and valets for a specific date and time, per Bloomberg. It's launching in 15 US cities, including New York, Los Angeles, Chicago, San Francisco, and Miami.
GOLDMAN SACHS CEO WHEN ASKED ABOUT ANTHROPIC IPO SAYS "MARKET IS OPEN; TRANSACTIONS ARE OCCURRING, WE'LL SEE"; DECLINES TO COMMENT ON IPO- CNBC
AI Compute Efficiency Seen as Focus Area Following Midterms — Market Talk. If the Democratic midterm victories lead to a slowdown in the AI infrastructure buildout, investors should watch for signs of large AI companies increasingly improving the efficiency of their existing compute capacity, Morgan Stanley analysts write in a note. "We are highly focused on increased (exponential) compute efficiencies from leading labs in '27 to allow products to scale with less compute," the analysts write, noting commentary from Meta and Alphabet around this goal. A potential data-center delay "puts a higher importance on increased LLM compute efficiencies in '27 and beyond," they write. Larger companies who are most willing to invest in first-party AI models are favored by this shift, the analysts add. (elias.schisgall@wsj.com)
Fed's Barkin: Consumer sentiment is 'bleak. But consumers continue to spend, supported by resilient job market.
Fed's Barkin: I'm hearing reports of broad-based cost pressures.
Watch Crypto For The Next Black Swan
Fed's Barkin: Layoffs remain muted
Fed's Barkin: Bankers say loan pipelines are healthy, demand extending well beyond artificial intelligence
Fed's Barkin: Businesses are performing well, with 'remarkable' earnings:
Fed's Barkin: Firms say they will be trying to pass on higher costs
Fed's Barkin: Resilient demand alongside broad-based cost increases putting upward pressure on prices.
FED'S BARKIN WARNS INFLATION RISKS REMAIN ELEVATED Richmond Fed President Thomas Barkin says inflation remains the primary risk to the Federal Reserve's dual mandate, calling for monetary policy to move carefully. Barkin describes the US economy as “remarkably stable,” with resilient consumer spending, strong corporate earnings and healthy lending demand. However, businesses report broad-based cost pressures and plans to pass higher expenses on to consumers. Layoffs remain muted despite weak consumer sentiment.
Fed's Barkin: US economy is ‘remarkably stable’
Fed's Barkin: Direction of monetary policy is ‘straightforward; but best to move policy 'with care’
Fed's Barkin: Risk lies on the inflation side of the us central bank's mandate
Don't Buy This Bounce. An Nvidia Scandal is the Last Thing Stocks Need Now. — Barrons.com. By Martin Baccardax Stocks are riding high Monday, with the S&P 500, Dow, and Nasdaq all rising about 2%, putting broader markets on pace for their best session in months. But the rebound hasn't erased one of the biggest investor concerns, which is tied to the fate of the AI investment boom, and that means taking a deeper look at its biggest and most important player. After reeling from the biggest selloff in six years, and staring at correction levels in the Nasdaq amid questions over the fate of the AI trade, the last thing this market needs is a scandal. And the last kind of scandal the market needs is one tied to the epicenter of its most powerful force over the past four years. That's Nvidia, of course, the beating heart of the AI trade, whose chips, ownerships and investors sit at the epicenter of a multi-trillion-dollar market focused on developing and expanding the world's most important technology. U.S. officials worried as early as last year that CEO Jensen Huang was compromised by a relationship with Alice Huang, who is now understood to be working for China as a spy. Nvidia, which first said there were no "unusual or unexpected" interactions between the two unrelated Huangs, has now launched an investigation into whether national security or company secrets were compromised. Jensen Huang has apologized in a statement to both his family and to employees, adding that he is "committed to protecting Nvidia and supporting America's national security. That might be the least of it. The broader AI trade suffered its biggest setback in four years last week, following a sweeping victory for Democrats in midterm elections that included key gubernatorial wins and a compelling mandate to slow the development of data center construction in key U.S. states. The PHLX Semiconductor index, already in long autumn funk amid concerns over chip sector bottlenecks and the pace of AI spending, fell 12.1%, and extended its five-month freefall to around 36%. Last Thursday's session, in fact, was its worst since June. The Nasdaq Composite slipped into correction territory, having fallen 10.9% from its early October peak, and the S&P 500 suffered its biggest weekly decline since April of last year. The market's key tech-focused subsectors, in fact, have all recorded declines over the past three months, with the Information Technology index down 11.1% and the Communications Services index down 5.75%. Collectively, the pair comprise just under half of the S&P 500. "Last week's convergence of an election surprise and AI uncertainty was a tech reckoning, not a tech wreck," says Chris Larkin, managing director for trading and investing at E*Trade from Morgan Stanley "While it's unlikely last week shut the door on volatility, what unfolded may have been more about traders and investors repositioning within the AI trade rather than abandoning it altogether," Larkin adds. "There are good reason to believe the stock market's long-term rally is intact." Yet the Nvidia scandal certainly adds a new wrinkle. Earlier this year, Goldman Sachs forecasted that $5 trillion would be spent on compute over the next five years, and said that 75% of that will be spent on Nvidia products alone. That puts Nvidia at the apex of any AI investment discussion, and illustrates the risk it poses to the broader tech market's recovery. Nvidia shares are down about 6% today, extending their decline into bear market territory after peaking in early October. "The uncertainty could increase volatility and weigh on Nvidia's valuation, and we are not surprised to see it down this morning," says Ken Mahoney of Mahoney Asset Management. The question now is whether Huang will be able to maintain control of Nvidia. "The business is not solely dependent on one person of course but it would be a 'sell more and ask questions later moment' if Jensen were removed," Mahoney says. "Ultimately, we don't think he will lose his job ... but the timing is not great as Democrats work their way into office next year and are already discussing investigating big tech." A broader tech bounce-back, meanwhile, has supported the shares of its top-tier chipmaking rivals, with Advanced Micro Devices rising 11% on Monday, and Broadcom gaining 8%. The market's benchmark volatility gauge, the Cboe Group's VIX index, is falling, but it remains north of 20, indicating that the recent volatility is expecting to continue. Even with Monday's bounce, stocks are still trading in negative territory for the quarter, and have booked only modest gains in the second half of the year. Dissecting the myriad issues surrounding Nvidia — along with a hawkish Fed, the pending debut of Anthropic, and the biggest electoral change in U.S. politics since the 1970s — is the last thing a struggling market needs. Write to Martin Baccardax at martin.baccardax@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
Quarterly Reports and an Independent Board Inquiry Frame the Chip Sector's Week. SANTA CLARA, Calif., Nov. 9, 2026 /PRNewswire/ -- Fly On Wall Street News Commentary - Semiconductor shares opened the week pulling in different directions. As of 10:02 a.m. ET on Monday, the PHLX Semiconductor Sector Index was up 4.33% at 9,796.62, while shares of one chipmaker whose board said on Sunday that it is initiating an independent investigation were trading 4.77% lower. The four other chipmakers covered below, each of which reported quarterly results within the past two weeks, were all trading higher at the same time stamp. Active Companies from around the markets with current developments this week include: NVIDIA Corporation ( NVDA ), ON Semiconductor Corporation (Nasdaq: ON), Lattice Semiconductor Corporation (Nasdaq: LSCC), NXP Semiconductors N.V. ( NXPI ), and Astera Labs, Inc. (Nasdaq: ALAB). What the board said On Sunday, November 8, the board of NVIDIA Corporation ( NVDA ) said in a published statement that it is initiating an independent investigation "in light of recent reporting that founder and CEO Jensen Huang has been the target of a foreign intelligence effort." The board said it "has no reason to believe that either national security or NVIDIA secrets were compromised," and that its inquiry will examine all available information. The same day, NVIDIA published an email Mr. Huang sent to NVIDIA employees, in which he addressed the investigation. "Regarding the national security concerns raised in news reports, NVIDIA's Board of Directors has initiated an independent investigation. I support the investigation and will cooperate fully," wrote NVIDIA founder and CEO Jensen Huang. As of 10:02 a.m. ET, NVIDIA shares were down 4.77% at $177.74. Power and programmable chips report growth ON Semiconductor Corporation (Nasdaq: ON) , or onsemi, reported third quarter 2026 results on November 2, with revenue of $1,722 million, which the company said increased 11% year-over-year, and free cash flow of $489 million, which it said grew 31% year-over-year to 28% of revenue. Among its business highlights, onsemi said it announced an agreement to acquire Ferric and raised its AI data center 2030 revenue target by $500 million to greater than $3 billion. "Increasing power requirements are driving accelerated demand in our AI data center and industrial end markets, as customers adopt and ramp our differentiated products," said Hassane El-Khoury, President and CEO of onsemi. As of 10:02 a.m. ET, onsemi shares were up 5.86%. Lattice Semiconductor Corporation (Nasdaq: LSCC) reported on November 2 that revenue for its fiscal third quarter, ended October 3, 2026, was $291.0 million, with non-GAAP net income per diluted share of $0.72. The company noted that it completed its acquisition of AMI on July 27, 2026, and that its third quarter results include AMI's results from that date, while the prior periods presented do not. "We delivered record third quarter revenue of $291 million and non-GAAP EPS of $0.72, up 118% and approximately 160% year-over-year, respectively. FPGA revenue grew approximately 90%, fueled by accelerating data center AI demand and continued momentum across Industrial & Embedded applications," said Ford Tamer, Chief Executive Officer. As of 10:02 a.m. ET, Lattice shares were up 4.02%. When one chip stock moves against the rest of its sector, it helps to know how to read both the news and the chart. Fly On Wall Street readers can get Knowledge is Power, the free 27-page guide from our sister site Stock Preachers. Written in plain English across 10 chapters, it covers the two skills the guide says every trade comes down to, reading the news and reading the chart, and it comes with The Roadmap every Monday, Wednesday and Friday. Automotive, industrial and data center connectivity NXP Semiconductors N.V. ( NXPI ) reported third quarter results on October 27, with revenue of $3.79 billion, up 19 percent year-on-year, and non-GAAP free cash flow of $1.21 billion, or 31.9 percent of revenue. GAAP diluted net income per share was $3.48, and non-GAAP diluted net income per share was $4.20. The company also announced a $5 billion increase in its share repurchase authorization. "NXP delivered third-quarter revenue of $3.8 billion, up 19 percent year-on-year and 8 percent sequentially. Our performance was driven by accelerating contributions from our company-specific growth drivers in automotive and industrial as well as continued momentum in data center infrastructure," said Rafael Sotomayor, NXP President and Chief Executive Officer. As of 10:02 a.m. ET, NXP shares were up 2.03%. Astera Labs, Inc. (Nasdaq: ALAB) , which describes itself as a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructure, reported third quarter 2026 results on November 3. The company said its Scorpio fabric switches became its largest product family, led by volume production of the Scorpio X-Series 320-lane fabric switch, and that its portfolio expanded across memory, optical and copper signal conditioning, and rack-scale AI platforms with Leo 2 and Leo X-Series, Aries 7 and Orion. "Astera Labs delivered outstanding Q3 2026 results, with record quarterly revenue of $584.9 million, up 49% sequentially and up 154% year-over-year, with broad-based growth led by Scorpio, which ramped to high-volume production and became our largest product family by revenue," said Jitendra Mohan, Astera Labs' Chief Executive Officer. As of 10:02 a.m. ET, Astera Labs shares were up 9.84%. For readers who want to follow the chip sector with a closer eye on the charts, the free Knowledge is Power guide and The Roadmap are available to Fly On Wall Street readers at flyonwallstreet.com/ . Contact Information: flyonwallstreet.com Media Contact: info@flyonwallstreet.com DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is not a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is independent news commentary. Fly On Wall Street is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has not been paid by any company mentioned in this article. MEL and/or its owners, operators, directors, and affiliates own shares of NVIDIA Corporation and do not intend to sell any of those shares within 30 days of the date of this article. They reserve the right to, and will, buy shares of NVIDIA Corporation at any time without further notice, and after that 30-day period reserve the right to, and will, sell shares of NVIDIA Corporation at any time without further notice. This ownership constitutes a conflict of interest as to our ability to remain objective in our communication regarding NVIDIA Corporation, and individuals are strongly encouraged to not use this publication as the basis for any investment decision. MEL and its owners, operators, directors, and affiliates do not currently own any shares of the other companies mentioned in this article, but reserve the right to, and will, buy and sell shares of those companies at any time without further notice. Index and share price figures are as of 10:02 a.m. ET on November 9, 2026, from third-party market data, and may have changed since. NVIDIA information is drawn from statements published on the NVIDIA newsroom on November 8, 2026; other company information is drawn from each company's news release or SEC filing. Information is drawn from company news releases and filings, government and industry data, published reporting and third-party data believed to be reliable, but its accuracy is not guaranteed. Investing in securities carries risk, including the loss of some or all of your investment. This document is governed by the laws of Ireland. SOURCE Fly On Wall Street
Blue Wave, Same Reactors: Nuclear Is The One Energy Source Washington Still Agrees On
@burgessev: [转推] LiveSquawk reposted Sen. Bennet sending around a letter to senators urging them to cut off war funding in the next spending bill (deadline Dec. 11) "We would abdicate our responsibility if we voted to provide billions of additional dollars for President Trump’s war of choice in Iran. We must refuse to invoke cloture on any package that includes another cent for his war" https://bennet.senate.gov/wp-content/uploads/2026/11/11.7.26-Bennet-Dear-Colleague-.pdf…
🇺🇸 HONDA $HMC WILL SPEND $3B ON A NEW CAR PLANT IN OHIO The plant near Marysville is expected to start production in 2029, build up to 240,000 vehicles a year, and create more than 2,000 jobs, per CNBC. It's Honda's first new mass-production US assembly plant since 2008, and it will raise Honda's US vehicle capacity to 1.3 million a year.
@mb_ghalibaf: [转推] zerohedge reposted Israelis are working overtime to drag the US into an endless war with Iran, a quagmire that no president, now or in the future, Republican or Democrat, could escape. Unless Washington drops the “Israel First” mindset, America and its allies are headed straight for a dark age.
Car Rams Through Security Area Near White House; Driver Shouts "Oh My God" As Agents Make Arrest
BREAKING: The New York Stock Exchange has announced it will use the Avalanche Blockchain as its core ledger to record and settle tokenized stock trades on its upcoming alternative trading system. The 24/7 tokenized securities platform is targeting a launch in the fourth quarter of 2026, pending regulatory approval
One Great Chart: Nvidia Slump Worst Since 2019 — WSJ. By Mike DeStefano Nvidia is widely considered a leader in the semiconductor industry. But today, it is the laggard. The AI chip giant's shares are down about 6%, or more than 10 percentage points behind the PHLX Semiconductor Index. The stock, dogged by an investigation into Nvidia's CEO and an affair with an industry executive, hasn't trailed the PHLX benchmark by that much since January 2019. This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage).
AST SpaceMobile Stock Is Soaring Before Earnings. What's Driving the Rally. — Barrons.com. By Al Root AST SpaceMobile stock surged ahead of the company's third-quarter earnings report slated for Monday afternoon. Shares of the space-based communications company were up 13.5% at $36.70 in early trading. A few factors are at work. For starters, space stocks are higher. Over the weekend, NASA announced several awards for companies, including SpaceX, Voyager Technologies, Firefly Aerospace, Blue Origin, and others. Voyager stock was up 14.3%. Firefly shares were up 15.5%. AST wasn't named, but a rising tide can lift all boats. That's the case for the market too. It was higher on Monday. The S&P 500 and Dow Jones Industrial Average were up 2.1% and 1.7%, respectively. Then there is earnings positioning. AST SpaceMobile stock is heavily shorted. Short sellers borrow shares of companies they don't own and sell them, betting prices will go down, and they can buy back the stock later for less. Sometimes, they will buy early, ahead of events, to avoid getting burned. About 35% of AST shares available for trading have been sold short, according to FactSet. That's about 10 times more than a typical stock. As for earnings, Wall Street is looking for an operating loss of about $140 million from sales of $46 million. Beyond earnings, investors will want to know when AST's communications satellite constellation will be ready for service. The company has run into some trouble this year after setbacks at launch services supplier Blue Origin. Investors are hoping for a service rollout in 2027. Wall Street sees substantial sales when the constellation is operational. Analysts project 2028 sales of $1.7 billion, which they expect to generate an operating profit of $370 million. AST stock is hot on Monday, but shares remain down roughly 70% from a 52-week high north of $130 a share. The peak happened in May, just before the June SpaceX IPO. SpaceX hype helped a lot of space-related stocks then. Write to Al Root at mailto:allen.root@barrons.com. This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.
Wall Street's Four Main Benchmarks Start the Week Higher as Inflation Data Nears. NEW YORK, Nov. 9, 2026 /PRNewswire/ -- Equity Insider News Commentary - All four of the main U.S. stock benchmarks were trading higher in the first half hour of Monday's session. As of 9:57 a.m. ET, the S&P 500 was up 125.70 points, or 1.70%, at 7,502.56, the Nasdaq Composite was up 539.15 points, or 2.19%, at 25,118.58, the Dow Jones Industrial Average was up 727.61 points, or 1.42%, at 52,013.34, and the small cap Russell 2000 was up 53.59 points, or 1.95%, at 2,807.70. The broad start comes one day before the Bureau of Labor Statistics is scheduled to publish its October Consumer Price Index, and several large companies that reported results over the past two weeks were among the stocks moving in early trading. Active Companies from around the markets with current developments this week include: Amazon.com, Inc. ( AMZN ), Apple Inc. ( AAPL ), Cloudflare, Inc. ( NET ), Arista Networks, Inc. ( ANET ), and Royal Caribbean Cruises Ltd. ( RCL ). A week built around inflation data The calendar is a large part of the backdrop. According to the Bureau of Labor Statistics release schedule, the Consumer Price Index for October 2026 is due at 8:30 a.m. ET on Tuesday, November 10, and the Producer Price Index for October 2026 follows at 8:30 a.m. ET on Friday, November 13. Those reports land about two weeks after the Federal Reserve's most recent policy decision. In its October 28 statement, the Federal Open Market Committee said it "decided to maintain the target range for the federal funds rate at 3-3/4 to 4 percent." The Committee also wrote that "Economic activity is expanding at a strong pace" and that "Inflation remains elevated." Among the session's early movers were companies with fresh quarterly numbers on the table, spread across online retail and cloud computing, consumer hardware, internet infrastructure, data center networking and travel. Retail, cloud and the iPhone Amazon.com, Inc. ( AMZN ) was up 5.33% as of 9:57 a.m. ET. In its third quarter results released October 29, the company reported that net sales increased 12% to $201.9 billion, compared with $180.2 billion in the third quarter of 2025. Operating income was $28.1 billion and operating margin was 13.9%, which Amazon called its highest operating margin ever, while AWS net sales increased 39.3% to a $184 billion annualized revenue run rate. "Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) and projected revenue growth rates of over 40% both in 2027 and in 2028," said Andy Jassy, President and CEO, Amazon. Apple Inc. ( AAPL ) was up 1.89% at the same time stamp. The company's fiscal 2026 fourth quarter report, covering the quarter ended September 26, 2026, showed quarterly revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10, up 14 percent year over year, a figure that included a favorable impact of $0.05 from tariff refunds. "Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever," said John Ternus, Apple's CEO. Readers who follow these early moves may want the free guide below. Our sister site, Stock Preachers, offers Knowledge is Power, a 27-page, 10-chapter guide written in plain English that covers the two skills behind every trade: reading the news and reading the chart. Signing up also brings The Roadmap every Monday, Wednesday and Friday, at no cost. Get the free guide here. The infrastructure behind the internet and AI Cloudflare, Inc. ( NET ) was up 8.84% as of 9:57 a.m. ET. Its third quarter 2026 results, released November 5, showed revenue of $782.5 million, an increase of 39% year over year, and current remaining performance obligations up 37% year over year. For the fourth quarter, Cloudflare expects total revenue of $845.0 to $846.0 million, and for the full year it expects total revenue of $2,963.0 to $2,964.0 million. Matthew Prince, co-founder & CEO of Cloudflare, said: "The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year." Arista Networks, Inc. ( ANET ) was up 8.20% at the same time stamp. In its third quarter 2026 report on November 3, the client-to-cloud networking company said total revenue of approximately $3.66 billion exceeded its guidance of $3.3 billion and grew 58.5%. Arista guided to fourth quarter revenue of $3.9 to $4.0 billion and noted that it was added to the S&P 100 in September 2026. "Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations," stated Jayshree Ullal, Chairperson and CEO of Arista Networks. Travel demand in the numbers Royal Caribbean Cruises Ltd. ( RCL ) , which reports as Royal Caribbean Group, was up 2.95% as of 9:57 a.m. ET. Its third quarter results, released October 27, showed EPS of $6.45 and Adjusted EPS of $6.57, which the company said were better than its guidance, driven by strong close-in demand and lower costs due to timing. It now expects full year Adjusted EPS in the range of $17.85 to $17.95. Chairman and CEO Jason Liberty also said that 2027 bookings are pacing ahead of historical levels at higher rates, while noting that it is still early. "Our third quarter results reflect continued strong consumer demand for our vacation experiences and the accelerated momentum across our industry leading brands," said Jason Liberty, Chairman and CEO, Royal Caribbean Group. What comes next on the calendar Monday's early gains arrived with Tuesday's consumer price data and Friday's producer price data still ahead on the schedule. Each of the five companies above has filed its latest quarterly results with the Securities and Exchange Commission within the past two weeks. For readers who want to connect headlines like these to what shows up on a price chart, the free Knowledge is Power guide from Stock Preachers walks through both skills in plain English, and it comes with The Roadmap every Monday, Wednesday and Friday. https://equity-insider.com/sp/ Contact Information: equity-insider.com Media Contact: info@equity-insider.com DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is not a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is independent news commentary. Equity Insider is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has not been paid by any company mentioned in this article. MEL and its owners, operators, directors, and affiliates do not currently own any shares of the companies mentioned in this article, but reserve the right to, and will, buy and sell shares of those companies at any time without further notice. Index and share price levels are as of 9:57 a.m. ET on November 9, 2026, drawn from third-party market data, and changes are measured against the November 6, 2026 closing levels. Policy and calendar references are drawn from the Federal Reserve's October 28, 2026 FOMC statement and the Bureau of Labor Statistics release schedule, and company figures and quotes are drawn from each company's own news release as filed with the SEC. Information is drawn from company news releases and filings, government and industry data, published reporting and third-party data believed to be reliable, but its accuracy is not guaranteed. Investing in securities carries risk, including the loss of some or all of your investment. This document is governed by the laws of Ireland. SOURCE Equity Insider
Wall Street's Four Main Benchmarks Start the Week Higher as Inflation Data Nears. NEW YORK, Nov. 9, 2026 /CNW/ -- Equity Insider News Commentary - All four of the main U.S. stock benchmarks were trading higher in the first half hour of Monday's session. As of 9:57 a.m. ET, the S&P 500 was up 125.70 points, or 1.70%, at 7,502.56, the Nasdaq Composite was up 539.15 points, or 2.19%, at 25,118.58, the Dow Jones Industrial Average was up 727.61 points, or 1.42%, at 52,013.34, and the small cap Russell 2000 was up 53.59 points, or 1.95%, at 2,807.70. The broad start comes one day before the Bureau of Labor Statistics is scheduled to publish its October Consumer Price Index, and several large companies that reported results over the past two weeks were among the stocks moving in early trading. Active Companies from around the markets with current developments this week include: Amazon.com, Inc. ( AMZN ), Apple Inc. ( AAPL ), Cloudflare, Inc. ( NET ), Arista Networks, Inc. ( ANET ), and Royal Caribbean Cruises Ltd. ( RCL ). A week built around inflation data The calendar is a large part of the backdrop. According to the Bureau of Labor Statistics release schedule, the Consumer Price Index for October 2026 is due at 8:30 a.m. ET on Tuesday, November 10, and the Producer Price Index for October 2026 follows at 8:30 a.m. ET on Friday, November 13. Those reports land about two weeks after the Federal Reserve's most recent policy decision. In its October 28 statement, the Federal Open Market Committee said it "decided to maintain the target range for the federal funds rate at 3-3/4 to 4 percent." The Committee also wrote that "Economic activity is expanding at a strong pace" and that "Inflation remains elevated." Among the session's early movers were companies with fresh quarterly numbers on the table, spread across online retail and cloud computing, consumer hardware, internet infrastructure, data center networking and travel. Retail, cloud and the iPhone Amazon.com, Inc. ( AMZN ) was up 5.33% as of 9:57 a.m. ET. In its third quarter results released October 29, the company reported that net sales increased 12% to $201.9 billion, compared with $180.2 billion in the third quarter of 2025. Operating income was $28.1 billion and operating margin was 13.9%, which Amazon called its highest operating margin ever, while AWS net sales increased 39.3% to a $184 billion annualized revenue run rate. "Our AWS investment in functionality and infrastructure is working, with over 39% year-over-year revenue growth in Q3 ($184 billion revenue run rate) and projected revenue growth rates of over 40% both in 2027 and in 2028," said Andy Jassy, President and CEO, Amazon. Apple Inc. ( AAPL ) was up 1.89% at the same time stamp. The company's fiscal 2026 fourth quarter report, covering the quarter ended September 26, 2026, showed quarterly revenue of $114.5 billion, up 12 percent year over year, and diluted earnings per share of $2.10, up 14 percent year over year, a figure that included a favorable impact of $0.05 from tariff refunds. "Today, Apple is proud to report a September quarter revenue record of $114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever," said John Ternus, Apple's CEO. Readers who follow these early moves may want the free guide below. Our sister site, Stock Preachers, offers Knowledge is Power, a 27-page, 10-chapter guide written in plain English that covers the two skills behind every trade: reading the news and reading the chart. Signing up also brings The Roadmap every Monday, Wednesday and Friday, at no cost. Get the free guide here. The infrastructure behind the internet and AI Cloudflare, Inc. ( NET ) was up 8.84% as of 9:57 a.m. ET. Its third quarter 2026 results, released November 5, showed revenue of $782.5 million, an increase of 39% year over year, and current remaining performance obligations up 37% year over year. For the fourth quarter, Cloudflare expects total revenue of $845.0 to $846.0 million, and for the full year it expects total revenue of $2,963.0 to $2,964.0 million. Matthew Prince, co-founder & CEO of Cloudflare, said: "The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year." Arista Networks, Inc. ( ANET ) was up 8.20% at the same time stamp. In its third quarter 2026 report on November 3, the client-to-cloud networking company said total revenue of approximately $3.66 billion exceeded its guidance of $3.3 billion and grew 58.5%. Arista guided to fourth quarter revenue of $3.9 to $4.0 billion and noted that it was added to the S&P 100 in September 2026. "Arista registered another momentous quarter with the highest year-over-year revenue growth since our IPO and record profitability, surpassing even my high expectations," stated Jayshree Ullal, Chairperson and CEO of Arista Networks. Travel demand in the numbers Royal Caribbean Cruises Ltd. ( RCL ) , which reports as Royal Caribbean Group, was up 2.95% as of 9:57 a.m. ET. Its third quarter results, released October 27, showed EPS of $6.45 and Adjusted EPS of $6.57, which the company said were better than its guidance, driven by strong close-in demand and lower costs due to timing. It now expects full year Adjusted EPS in the range of $17.85 to $17.95. Chairman and CEO Jason Liberty also said that 2027 bookings are pacing ahead of historical levels at higher rates, while noting that it is still early. "Our third quarter results reflect continued strong consumer demand for our vacation experiences and the accelerated momentum across our industry leading brands," said Jason Liberty, Chairman and CEO, Royal Caribbean Group. What comes next on the calendar Monday's early gains arrived with Tuesday's consumer price data and Friday's producer price data still ahead on the schedule. Each of the five companies above has filed its latest quarterly results with the Securities and Exchange Commission within the past two weeks. For readers who want to connect headlines like these to what shows up on a price chart, the free Knowledge is Power guide from Stock Preachers walks through both skills in plain English, and it comes with The Roadmap every Monday, Wednesday and Friday. https://equity-insider.com/sp/ Contact Information: equity-insider.com Media Contact: info@equity-insider.com DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is not a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. This article is independent news commentary. Equity Insider is wholly owned and operated by Market Equities Limited ("MEL"), a company incorporated under the laws of Ireland. MEL has not been paid by any company mentioned in this article. MEL and its owners, operators, directors, and affiliates do not currently own any shares of the companies mentioned in this article, but reserve the right to, and will, buy and sell shares of those companies at any time without further notice. Index and share price levels are as of 9:57 a.m. ET on November 9, 2026, drawn from third-party market data, and changes are measured against the November 6, 2026 closing levels. Policy and calendar references are drawn from the Federal Reserve's October 28, 2026 FOMC statement and the Bureau of Labor Statistics release schedule, and company figures and quotes are drawn from each company's own news release as filed with the SEC. Information is drawn from company news releases and filings, government and industry data, published reporting and third-party data believed to be reliable, but its accuracy is not guaranteed. Investing in securities carries risk, including the loss of some or all of your investment. This document is governed by the laws of Ireland. SOURCE Equity Insider
Here's how the top 5 holdings in the S&P 500 and NASDAQ 100 compare VOO (S&P 500): Nvidia $NVDA: 8.4% Apple $AAPL: 7.4% Microsoft $MSFT: 5.8% Amazon $AMZN: 3.7% Google $GOOGL: 3.1% Top 5 total: 28.3% QQQ (Nasdaq-100): Apple $AAPL: 8.7% Nvidia $NVDA: 7.6% Microsoft $MSFT: 6.9% Amazon $AMZN: 4.9% Micron $MU: 3.5% Top 5 total: 31.6% Information and Photo Source -> http://TheETFTracker.com
GE Vernova Shares Rise On Continued Wind Energy Expansion to Germany. By Natalie Weger Shares of GE Vernova rose on Monday after the company said it will continue wind energy expansion into Germany. GE Vernova shares rose 6.9% to $827.71 on Monday. The stock is up 27% year to date. The Cambridge, Mass.-based energy company said it has signed an agreement with Stadtwerke Heidenheim AG to supply three of its wind turbines for the Schlotberg-Jüchsen wind farm in Germany. Full financial terms of the deal weren't disclosed. The order, which includes a 20-year long-term service agreement, marks the sixth project between the two companies utilizing GE Vernova wind turbines. The delivery of the turbines is set to begin in August 2027, with commissioning scheduled for December 2027. Write to Natalie Weger at natalie.weger@wsj.com.
Tesla CEO Elon Musk Cites High Cybertruck Demand Ahead of Halt. By Natalie Weger Tesla Chief Executive Elon Musk said the Cybertruck order rate far exceeds the production rate, following his decision last week to wind down production of the vehicle. Musk said in a post on X early Monday that the company will refund Cybertruck deposits for a lot of people and try to make as many Cybertrucks as possible before shutting down the line in about eight months. Musk said that the Cybertruck is not unprofitable, adding that he sees higher opportunity cost in Tesla's Cybercab. The development came after Musk on Friday said the company plans to wind down production of the Cybertruck at its Texas gigafactory next year. The stainless-steel pickup has faced weak demand, with 1,914 Cybertrucks registered in the U.S. in October, according to data from Motor Intelligence. The company also said Monday that its Robotaxi service would launch in San Antonio this week. Shares increased 5.9% to $379.64. Write to Natalie Weger at natalie.weger@wsj.com.
USDCAD trades back near unchanged as buyers return [链接预览] investinglive.com USDCAD trades back near unchanged as buyers return On Friday, the US jobs report was stronger than expectations while the Canadian report was weaker. After an early dip today, the buyers are coming back. What…
AI Hyperscalers Seen Well-Positioned Post-Midterms — Market Talk. AI hyperscalers including Google, Amazon, Meta Platforms, Microsoft, and SpaceX are all well-positioned to handle a new environment for data-center construction following the midterms, Morgan Stanley analysts write in a note. They leave their forecasts for hyperscaler capital expenditures unchanged, writing that hyperscalers will manage to execute on their projects, either by working with Democratic governors or adjusting to friendlier states. "We believe that the requirements set forth by newly elected Governors (such as in Texas and Ohio) are broadly achievable by leading data center developers," they write. Even if the buildout cycle is prolonged by a slower pace of development, that would increase the value of existing compute capacity, also benefiting hyperscalers. (elias.schisgall@wsj.com)
Fitch Ratings: Higher yields add to pressures on European leveraged finance. https://fitchratings.com/research/corporate-finance/higher-yields-add-to-pressures-on-european-leveraged-finance-09-11-2026…
Fitch Ratings: Higher yields add to pressures on European leveraged finance.
NHTSA Opens Probe Into Effectiveness Of Waymo School Bus Recall. WASHINGTON (dpa-AFX) - The National Highway Traffic Safety Administration (NHTSA) has opened a recall query to assess the effectiveness of a software remedy issued by Waymo, the autonomous driving subsidiary of Alphabet Inc. (GOOG), after reports of its self-driving vehicles passing stopped school buses. The agency's Office of Defects Investigation identified numerous incidents involving Waymo's fifth-generation automated driving system, including cases in which vehicles passed school buses with flashing red lights or extended stop arms. Waymo filed recall 25E084 on December 10, 2025, addressing a software issue that could cause vehicles to fail to stop. The company reported completing the software update for all 2,895 affected vehicles by November 17, 2025. However, NHTSA said most reported incidents occurred after the remedy was completed. The new investigation will examine whether the recall remedy was adequate and determine the causes of the reported post-repair incidents. GOOG is currently trading at $291.50, up $7.57 or 2.67 percent on the Nasdaq. Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX
US Atlanta Fed GDPNow Q4: 3.48% prev 3.55%) https://atlantafed.org/research-and-data/data/gdpnow…
NASA Awards Intuitive Machines Spot In $10 Billion Lunar Program. Intuitive Machines, Inc. LUNR shares rose about 15% Monday after NASA selected the company for its next-generation Commercial Lunar Payload Services 2 (CLPS 2) contract . Details The 10-year, multiple-award Indefinite Delivery, Indefinite Quantity (IDIQ) contract expands the company’s opportunities to provide lunar delivery and space infrastructure services. The contract has a combined ceiling of $10 billion across all awardees, potentially increasing to $15 billion if NASA exercises a five-year extension. Services include payload delivery, lander acquisitions, technology development, orbital delivery, surface mobility, precision landing and lunar-night operations. The selection builds on Intuitive Machines’ six previous NASA CLPS task order awards, including two in 2026. CEO Steve Altemus said the expanded contract scope creates additional opportunities to support NASA’s lunar and broader space exploration requirements, including its Moon Base initiative. In March, NASA awarded the company a $180.4 million contract for its Nova-D lunar lander, followed by an award worth up to $148.3 million in June for a production line-qualified Nova-C lander. Financial Outlook As of the end of the second quarter, the company had a backlog of $1.8 billion . During its second-quarter earnings call, Intuitive Machines affirmed full-year revenue guidance of $900 million to $1 billion, compared with the $934.013 million estimate . The company also reiterated its expectation for positive adjusted EBITDA. Intuitive Machines Earnings Date and Analyst Price Targets Intuitive Machines is scheduled to report third-quarter results on Nov. 12. EPS Estimate : Loss of 12 cents (Down from Loss of 6 cents YoY) Revenue Estimate : $245.88 million (Up from $52.44 million YoY) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $35.88. Recent analyst moves include: B. Riley Securities : Buy (Lowers Target to $34.00) (Nov. 4) Keybanc : Overweight (Lowers Target to $30.00) (Nov. 2) Macquarie : Initiated with Outperform (Target $25.00) (Oct. 16) LUNR Price Action: Intuitive Machines shares were up 15% at $12.04 at the time of publication on Monday, according to Benzinga Pro data .
Cold Blast Puts Mid-Atlantic, Northeast On Watch For Season's First Snowstorm
Trump has said he was only kidding about offering UFC CEO Dana White the White House press secretary job. On Saturday, Trump posted on Truth Social that he’d offered the job to “the Great Dana White, a violent Fighter and Warrior,” asking him to bring UFC fighters along as “assistants” to “defend us against the Lunatic Left.” “Dana, please take the job!” he wrote.
US 6-Month Bill Auction High Yield 4.145% Bid-to-cover 2.92 US sells $82 bln Awards 70.91% of bids at high
US 3-Month Bill Auction High Yield 4.060% Bid-to-cover 2.67 US sells $95 bln Awards 79.03% of bids at high
Nvidia shares takes a hit as board investigates CEO Jensen Huang's alleged Chinese spy affair. Nvidia shares fell as much as 5% on Monday (November 9) following an announcement that the board of directors will investigate Chief Executive Officer Jensen Huang. The inquiry focuses on his relationship with a Alice Huang, a woman suspected by intelligence agencies of being a Chinese spy. In a memo distributed to employees on Sunday, Huang admitted to an extramarital affair, offered apologies to his family and workforce, and confirmed he would participate with the independent board review. The disclosure prompted market analysts to highlight increased key-person risk for the artificial intelligence hardware manufacturer. Shadows and Silicon Valley The market reaction remained concentrated, leaving the broader semiconductor industry intact. Shares in Advanced Micro Devices rose 8% after Oppenheimer analysts changed their stance on the stock to a Buy rating. Broadcom gained 6%, whilst Intel grew by 2%. Taiwan Semiconductor Manufacturing Company, the contract manufacturer responsible for fabricating Nvidia designs, saw its stock increase by nearly 2%. ASML, a producer of lithography systems used in semiconductor fabrication, advanced 3%. Homegrown hardware and market stash SanDisk shifted upwards by 1%, and memory manufacturer Micron Technology climbed more than 1%, whereas SK Hynix closed with little net variation. Stock price movements for processor developer Qualcomm and semiconductor designer Arm Holdings were minimal. Concurrently, Alphabet shares traded up by more than 2% during the morning session after launching two tensor processing units. The additions bring Alphabet's total to four tensor processing unit architectures introduced within a 12-month window as the enterprise scales its internal silicon development.