Friday, November 6, 2026

The Midterms Have Changed the AI Narrative: S&P Down 4.4%, Nasdaq Down 5.5% | The Weekly Wrap

Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.

CRWV $27BORCL $363B

Steve Eisman 19h ago 5 clicks

26h ago OVV $17B

Oil & Gas M&A Boom Continues with Another Billion-Dollar Oil Buyout

Bison Insights 3 clicks

12h ago RIG $5.8B

(Idea) Transocean - Near-Term Results Obscure A Brighter Future

HFI Research 2 clicks

From X

@RagingVentures 13h ago

Raging Capital Ventures on X

As $HUBS outlines below, ChatGPT and Claude are becoming the interface employees use to analyze data, manage deals, and take action. Over time, the frontier labs’ businesses could start to look more like Office 365. Bears may be too focused on token prices and open-source models…

@finphysnerd 18h ago

Myles on X

@0xVoyta I am long a bit of $QQQ. Memory stocks have capped downside as they're probably going to earn well over half their market cap in the next 2 years. $NVDA and other chip stocks have a lot of air below them if earnings are revised down post 2028.

@ActAccordingly 19h ago 1 click

PAA Research on X

After this week, this old adage has never been more on point: The best thing about markets is that they close. That is until next month when we start with 23x5 trading on Nasdaq. Great timing team! $NDAQ $ICE $CME

@AsifSuria 20h ago 1 click

Asif Suria on X

Exactly! I've been long $LION for a while and violated my rule of never averaging down after @garyHeff made me see that this was one of those cases where an exception made a lot of sense. That was when LGF was trading at around $6. I should have held on to the $STRZ spinoff but I didn't see it the same way you did and that was a mistake. Hoping the deal for $LION is in the high teens or over $20 so Jon can get a wonderful payout based on his new incentive plan.

@junkbondinvest 20h ago

junkbondinvestor on X

Datacenter bonds tied to $CRWV have followed it lower Here's the 3M price change https://t.co/dtDVMQLntP

@pennycheck 20h ago

⚽️📡 on X

$LOPE Straight line down 25% last two days These are my favorite type of ideas. Fundemental + Thematic + completely unknown and understood. https://t.co/As9m3fNIrA

@StableBread 21h ago

Fajasy on X

@HunterAllen4 And what keeps the Navy locked in is licensing. Only two U.S. plants hold NRC licenses to make fuel from high-enriched uranium, and both are $BWXT's, Erwin and Lynchburg. The 10-K calls Nuclear Fuel Services the sole provider of Navy fuel.

@david_katunaric 22h ago

Mikro Kap David on X

It's honestly amazing that $ZM is still in business given how awful Zoom is as a product. Then again, when your main competition is Microsoft Teams, I guess you can get away with just about anything.

Axon 3Q26 Business Update

Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.

AXON $31B

Speedwell Memos 15h ago 3 clicks

Axon 3Q26 Update: Revenue Breaks Below 30%, Runway Reaffirmed

Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…

AXON $31B

Speedwell Research 15h ago 3 clicks

Datadog (NASDAQ: DDOG) Stock Rating: Stop After Q3 FY12/26 Earnings

Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.

DDOG $79B

Cestrian Capital Research 18h ago 1 click

Alpha Metallurgical Resources (AMR): Q3 2026 Earnings

Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…

HCC $4.3B

Cannibal Stocks 21h ago 1 click

A clear solution to the “problem”

Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.

FOUR $3.4B

Best Anchor Stocks 21h ago 1 click

Moderna (MRNA) Q3 FY12/26 Earnings Review

Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…

MRNA $103B

Cestrian Capital Research 23h ago 1 click

Undercovered Dozen: NNN REIT, Weyerhaeuser, Vicor, And More

Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.

NNN $8.1BWY $16B

The Undercovered Dozen 23h ago 1 click

Cloudflare (NET) Q3 FY12/26 Earnings Review

Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…

NET $97B

Cestrian Capital Research 23h ago 1 click

Airbnb 3Q’26: Back in Growth Mode, but Agents Still Worry Me

Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.

ABNB $111BBKNG $122B

MBI Deep Dives 24h ago 1 click

Reddit Stock $RDDT : The Human Internet Just Got 29% Cheaper

Reddit fell 29% after warning that Google search traffic was declining, despite Q3 revenue rising 53%; the bull case rests on communities,…

RDDT $18B

Substack von Philipp 26h ago 3 clicks

ZM · long

Zoom Communications INC

Zoom Communications (ZM) is presented as a long investment idea.

ZM $26B

Value Investors Club Jun 17 3 clicks

This Company Multi-bags Every Time El Niño Hits. No One Is Talking About It.

Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…

OC $9.4B

Phynvesting Sep 9 3 clicks

ServiceNow: A Gem Beating The SaaSpocalypse Narrative

ServiceNow expects AI to rise from 9.5% to 30% of revenue by 2030, supporting $30–32 billion in subscription revenue and margins above 80%.

NOW $106B

Louis Gerard Sep 9 2 clicks

Vicor Deep Dive

Vicor’s 48-volt power modules cut current and resistive losses for high-power AI processors by converting voltage at the chip.

VICR $6.8B

CV's Substack Sep 9

Quick Value #330 - Deckers Outdoor (DECK)

Deckers Outdoor has fallen about 60% from its late-2024 peak and trades at 11x earnings as HOKA growth slows.

DECK $12B

Value Don't Lie Sep 9 5 clicks

[scuttleslops] UNP-NSC merger, HEI, NVDA, AVGO, DG, DLTR

Union Pacific’s $85 billion Norfolk Southern merger pitch centers on a coast-to-coast rail network that cuts interchange delays and wins…

UNP $174BNSC $74B

scuttleblurb Sep 9 3 clicks

Dell Technologies (NYSE: DELL) Stock Rating: Do Nothing After Q2 FY1/27 Earnings

Dell’s Q2 revenue rose 57.7% to $47.0 billion and RPO tripled to $132 billion, but its stock trades at 32 times unlevered pretax free cash…

DELL $245B

Cestrian Capital Research Sep 9 2 clicks

Dyne Therapeutics Remains A Buy Even As Novartis Trial Failure Hits DM1 Class

Dyne Therapeutics fell 16% after Novartis’ HARBOR failure raised doubts that RNA-targeting biomarker gains translate into functional…

DYN $3.5BNVS $312B

Petri Dish Reports Sep 9 1 click

Brown-Forman: 99 Problems, But Weight-Loss Drugs Ain’t One

Brown-Forman faces declining organic EBIT and uneven ready-to-drink sales, while U.S.

BF-A $14B

Librarian Capital's Research Library Sep 8

Disney: Fairly Valued, Market-Like Returns

Disney grew revenue 7% as buybacks and margins support earnings, but premium valuation, debt, rates, competition and legal risk point to…

DIS $203B

The J Thesis Sep 8

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