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 22h ago 5 clicks

29h ago OVV $17B

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

Bison Insights 3 clicks

15h ago RIG $5.8B

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

HFI Research 2 clicks

From X

@RagingVentures 17h 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 21h 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 22h 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 23h 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 23h ago

junkbondinvestor on X

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

@pennycheck 24h 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 25h 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 25h 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 19h 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 19h 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 22h 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 25h 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 25h 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 27h 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 27h 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 27h 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 27h 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 29h ago 3 clicks

CNR · long

Core Natural Resources INC

Core Natural Resources is a US metallurgical and thermal coal producer formed in January 2025 through the merger of CONSOL Energy and Arch…

CNR $4B

Value Investors Club Jun 1 1 click

Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers

GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and…

GFL $20B

310 Value’s Newsletter Aug 12 11 clicks

Research Roundup Vol. XLVIII

Palantir’s Q2 revenue beat, Sony’s physical-media exit and Diamondback’s Permian gas constraints frame a roundup on AI adoption, oil prices…

PLTR $373BSONY $153B

Monte Independent Investment Research Aug 12 1 click

Mercado Libre (MELI) Q2'26 Business Update - Credit Issue?

Mercado Libre’s Q2 revenue and financial income rose 50% past $10 billion, while operating margin fell 550 basis points to 6.7% as Mercado…

MELI $77B

Sleep Well Investments Aug 12 1 click

Lumentum Q4 FY26 Earnings

Lumentum’s CW lasers offer wider mode-hop-free operating ranges for co-packaged optics, supporting premium pricing and 80–90%…

LITE $48B

Irrational Analysis Aug 11

Trading Post August 11, 2026

Molina Healthcare was increased at $198 to a full position, with political-season benefits supporting the long-term thesis.

MOH $11B

Cassandra Unchained Aug 11 1 click

Sea Limited Earnings Update: A quick look

Sea Limited reported Q2 2026 revenue of $7.8 billion, up 48%, as Shopee, Monee and Garena lifted adjusted EBITDA to $917 million.

SE $49B

SixSigmaCapital: Navigating the Financial Markets Aug 11

The numbers don’t tell the full story

Nintendo’s sales fell 9.5% while operating profit rose 150%, aided by digital mix, a $300 million tariff refund and Switch 2 comparisons…

NTDOY $61B

Best Anchor Stocks Aug 11

Quick Value #326 - Shift4 Payments (FOUR)

Shift4 Payments trades at 6.9x EBITDA after a 50% five-year share decline, while leverage from acquisitions and slowing EPS growth weigh on…

FOUR $3.4B

Value Don't Lie Aug 11

$UWMC lost $600m hedging a deal they'd already lost

UWMC booked a roughly $600 million Q2 hedging loss tied to TWO months after the deal collapsed, contributing to an expensive capital raise.

UWMC $2.4B

Yet Another Value Blog Aug 11 11 clicks

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