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 21h ago 5 clicks

28h ago OVV $17B

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

Bison Insights 3 clicks

14h ago RIG $5.8B

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

HFI Research 2 clicks

From X

@RagingVentures 16h 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 20h 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 21h 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 22h 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 22h ago

junkbondinvestor on X

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

@pennycheck 23h 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 24h 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 24h 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 18h 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 18h 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 20h 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 24h ago 2 clicks

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 24h 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 25h 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 25h 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 26h 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 26h 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 28h ago 3 clicks

OKLO · short

Oklo INC

Oklo is framed as a portfolio basket short and a concept company that could become a compounding short.

OKLO $4.1B

Value Investors Club Jun 5

TSOH Weekly Roundup (08/21/2026)

TSOH Weekly Roundup covers Walmart’s soft U.S. comps and rapid delivery, Qiaodan’s challenge to Nike in China, and Suno’s AI-generated…

NKE $60B

TSOH Investment Research Aug 21

PLTR 2026-08-21

Palantir Just Turned Its Biggest Weakness Into A Strength

Palantir’s revenue rose 93% to $1.94 billion as U.S. commercial bookings jumped 149%, lifting GAAP operating margin to 47% and free cash…

PLTR $373B

Quantryon Capital Aug 21 1 click

Intercontinental Exchange (ICE): Inside the ICE House

Intercontinental Exchange combines high-margin exchanges, recurring data services and mortgage technology, trading at about 18 times 2027…

ICE $96B

The Curious Compounder Aug 21

BREAKING: Modine's Anchor Multi-Billion-Dollar Customers Are Google and Amazon

Modine's leaked database identifies Google behind a $4 billion agreement and $4.5 billion of additional demand, with nearly $15 billion of…

MOD $5.2B

Hunterbrook Aug 21

Adobe Investment Case Summary

Adobe investment case summary.

ADBE $93B

Global Outperformers Aug 21

One quote to rule them all

Deere raised net income and cash flow guidance despite a 10% Production and Precision Ag sales decline, as construction and small-ag…

DE $182B

Best Anchor Stocks Aug 21

IRTC 2026-08-21

iRhythm: The Algorithmic Margin Inflection Changes The Story

IRhythm’s ZEUS clearance cuts clinician review time 50%, targeting $100 million in five-year savings as cardiac monitoring margins expand…

IRTC $4.4B

Equity Eagle Aug 21

$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners

El Al trades near 2x EBITDA after wartime near-monopoly profits, with $1.3 billion of net cash and owned aircraft weighed against…

ELALF $3.7B

Yet Another Value Podcast Aug 20 13 clicks

BAC 2026-08-20

Bank of America Preferreds: Better Propositions Available Than Series GG

Bank of America’s BAC.PR.B yields just over 6% near par, while discounted lower-coupon series such as BAC.PR.P offer better value despite…

BAC $356B

Prakhar Agarwal, CFA Aug 20 1 click

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