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 28h ago 5 clicks

35h ago OVV $17B

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

Bison Insights 3 clicks

24h ago AXON $31B

Axon 3Q26 Business Update

Speedwell Memos 3 clicks

From X

@RagingVentures 22h 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 27h 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 28h 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

@junkbondinvest 29h ago

junkbondinvestor on X

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

@StableBread 30h 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 31h 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.

@junkbondinvest 31h ago

junkbondinvestor on X

What happens when GPU contracts end is one of the biggest questions in AI credit. Here are two data points: $MSFT turning off AI capacity it rented from $ORCL after declining to renew the contract. The reason? The older chips no longer fit its specs On the flip side, $ORCL says it’s renewing 4-year-old GPUs at a 20% premium to the original price.

@KEDM_COM 31h ago

KEDM.com on X

Stryker’s $SYK Kevin Lobo is stepping down as CEO and will be replaced by Spencer Styles, currently COO. This succession was long expected, but Kevin was a rockstar CEO and under his leadership, SYK outperformed every major competitor by a few ppt per year. They are difficult shoes to fill. Remember that SYK is down to 16x 2027 P/E, cheap for an HSD defensive growth story, largely due to temporary problems such as an Iranian cyberattack.

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 24h ago 3 clicks

AMD Q3 FY26, Annotated

AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.

AMD $660B

Chipstrat 27h ago 2 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 27h 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 32h 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.

WY $16B

The Undercovered Dozen 32h 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 32h 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 33h 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 34h ago 3 clicks

The Comprehensive Guide to the Bank of Nvidia

Nvidia has committed capital to customers, compute providers and AI startups, tying investments, capacity purchases and rent backstops to…

NVDA $4.6T

Hunterbrook 35h ago 1 click

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

RKLB $28B

Bernard Zambonin 36h ago 1 click

Sector Story: Flavours & Fragrances Part V – IFF

IFF’s $7.1bn Frutarom acquisition and $26bn DuPont Nutrition & Biosciences merger failed to deliver expected synergies, contributing to…

IFF $21B

Sector Stories Dec 3

Portfolio Update November 2025

Portfolio gained 0.6% in November and 22.9% in 2025, adding Floor & Decor and Copart while exiting West Pharmaceutical, Kraft Heinz, Novo…

CPRT $30BROP $49B

D Invests Dec 2

Carving Up the TPU

Google’s TPUs give it vertically integrated AI training and inference economics as Anthropic and Meta consider adoption, challenging…

GOOGL $3.5T

Citrini Research Nov 27 7 clicks

Warren Buffett’s Thanksgiving Letter

Warren Buffett will stop Berkshire’s annual-report letters and retire as CEO, leaving Greg Abel to lead while continuing annual…

BRK.A $1.2T

The Rational Walk Nov 11

Portfolio Update October 2025

DInvests portfolio gained 6.8% in October, buying Roper Technologies and B&M while adding to Kraft Heinz and Greggs and exiting…

ROP $49BKHC $30B

D Invests Nov 2

Two Types of Bank Investments; Thoughts on Asset Sensitivity; FCNCA's Value

Community banks trading at 50-70% of book value can benefit from buybacks and consolidation, with recent targets MSVB and PMHG receiving…

FCNCA $26B

Base Hit Investing Oct 28

Earnings Recap So Far (And Ideas)

Memory stocks are ripping while Intel lacks a near-term catalyst in an earnings-season idea roundup.

INTC $287B

Fabricated Knowledge Oct 28

Will Eatherton: How Cisco Plans to Compete in the AI Datacenter

Cisco targets AI data-center networking with GPU interconnects, modular high-radix systems and its NVIDIA partnership after exceeding its…

CSCO $369BNVDA $4.6T

Fabricated Knowledge Oct 27

[PQ] VZ: New CEO Announced

Verizon appointed its independent lead director as CEO.

VZ $188B

Nongaap Investing Oct 26 1 click

Biographies: Standing on the shoulders of Giants - Week 2 picks

Phil Knight, John D. Rockefeller and North Korean defectors anchor three recommended biographies of ambition, capitalism and survival.

NKE $60B

The Curious Compounder Oct 22

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Friday, November 6, 2026

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