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 Nov 6 5 clicks

Nov 6 OVV $17B

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

Bison Insights 3 clicks

Nov 6 RIG $5.8B

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

HFI Research 4 clicks

From X

@DevinLaSarre May 10

Devin LaSarre on X

Newest out: Logista: Still Truckin' $LOG $IMBBY $MO $PM $BTI $STG $HAYPP

@ToffCap May 8 1 click

ToffCap on X

I'm perfectly fine doing this EVERY quarter $MRX

@DOMOCAPITAL May 7

DOMO Capital Management, LLC on X

Pretty crazy, forgot about this $GME / $EBAY exchange. This has to be 5+ years old..... Definitely miss the @TheRoaringKitty live streams... Very sad.

@petition May 6

💥PETITION💥 on X

Andreessen Horowitz dropping this puppy on the same day $COIN cuts headcount by 14% citing AI acceleration is *chef's kiss*.

@ToffCap May 6 1 click

ToffCap on X

Marex $MRX Q1 rev +48% yoy, EPS +55%

@psyopcapital May 5 2 clicks

Psyop Capital on X

@finphysnerd $cme and $otcm are in this category and are reasonable

@TimyanBankAlert May 5 1 click

Timyan Bank Alert on X

@thebankzhar @SteveChuck5 There are many candidates for $BANR to pursue next. $CSHX $CWBC $OVLY $PVBK $SFBC the list is endless.

@TimyanBankAlert May 5

Timyan Bank Alert on X

In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence

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 Nov 6 4 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 Nov 6 4 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 Nov 6 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 Nov 6 3 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 Nov 6 2 clicks

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 Nov 6 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 Nov 6 2 clicks

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 Nov 6 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 Nov 6 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 Nov 6 4 clicks

Dynatrace (NYSE: DT) Stock Rating: Do Nothing After Q2 FY3/27 Earnings (No Paywall)

Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…

DT $13B

Cestrian Capital Research Nov 6 2 clicks

Coherent: Selling Volume While Lumentum Sells Scarcity

Coherent sells constrained InP capacity through volume-priced modules, while a $20 billion PhotonLink agreement marks its first…

COHR $41BLITE $48B

Keyanoush Razavidinani Nov 6 4 clicks

ARM Q2 FY3/27 Earnings Review

Arm reported Q2 revenue of $1.443 billion, up 27%, as licensing rose 50% while royalties grew 8%; Q3 guidance calls for $1.54 billion.

ARM $181B

Cestrian Capital Research Nov 6

Rocket Lab: Less Euphoria, Still Too Much Perfection Priced In Ahead Of Q3

Rocket Lab faces Neutron delays, Iridium acquisition dilution and cash burn despite expected 66% Q3 revenue growth, leaving RKLB priced for…

RKLB $28B

Bernard Zambonin Nov 6 1 click

[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR

Intel’s data-center revenue rose 80% to $7.3 billion as AI-agent workloads lift server CPU demand, but Intel 3 wafers and advanced…

INTC $287B

scuttleblurb Nov 6 1 click

EQT: Will Berkshire Hathaway Buy Them After The Range Resources Acquisition?

EQT becomes the largest U.S. natural-gas producer after acquiring Range Resources, with takeover speculation centered on Berkshire Hathaway…

EQT $33BRRC $12B

Alexander Grover Nov 6 3 clicks

Marvell Buys Lumentum: MRVL Initiated at Buy, $258 PT

Marvell’s Lumentum acquisition targets optical networking demand as AI data centers shift from copper to lasers, expanding its hyperscaler…

MRVL $117BLITE $48B

Monte Independent Investment Research Nov 6 2 clicks

AppLovin 3Q26: Business Update

AppLovin's 3Q26 revenue rose 55% year over year and margins reached 78.2%, driven by AXON model gains, while publisher bidding pressure…

APP $118B

Speedwell Memos Nov 6 2 clicks

Interactive Brokers: Start Buying Below $60 During The AI Crash (Ticker: IBKR)

Interactive Brokers faces earnings pressure from an AI-driven market downturn and lower rates, while customer growth and product expansion…

IBKR $122B

Emerging Moats Research Nov 6 6 clicks

AAP · long

Advance Auto Parts INC

Advance Auto Parts, AAP, is presented as a long idea following prior write-ups at $48.81 per share in January 2025.

AAP $2.9B

Value Investors Club Aug 8 1 click

Friday, November 6, 2026

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Timyan Bank Alert on X

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