Saturday, November 7, 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 $27B

Steve Eisman 10h ago 3 clicks

18h ago OVV $17B

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

Bison Insights 3 clicks

7h ago AXON $31B

Axon 3Q26 Business Update

Speedwell Memos 2 clicks

From X

@stockgutter 16h ago

SG on X

covered remaining $BSP calls https://t.co/pNTttIc1h6

@aleabitoreddit 16h ago

Serenity on X

Woah, this caught my attention today. Apparently $ASTS decided to build their own medium/heavy lift reusable rockets. Could be a potential competitor to $RKLB Neutron or $SPCX Falcon 9? "Starting in late 2028, the use of the Blacklift rocket will complete AST SpaceMobile's end-to-end vertical integration" But it kinda seems extremely difficult, capital intensive, and takes very long to do... But more valuable if they can pull it off Does anyone in the Spacemob think this is realistically achievable given AST capabilities?

@hntrbrkmedia 17h ago

Hunterbrook on X

We have the classics, like Coreweave. As you likely know, Nvidia is its big investor. Nvidia has also agreed to purchase up to $6.3 billion in compute from $CRWV if it can’t sell it to anyone else. OpenAI, whose biggest investors include Nvidia, also buys from CoreWeave. https://t.co/6mpfv4UTwg

@OddDiligence 19h ago 1 click

Odd Diligence on X

man, ive avoided commenting on $asts for a long time because its awful watching everyone lose $ here (with rest of mkt). But this one is tough, it's a tough ride if they need to make rockets now. To be fair, i think this was always a route they could have taken but hard to see them being forced to take it

@OddDiligence 19h ago 1 click

Odd Diligence on X

Cant even wrap my head around all the new risks this announcement brings. So much execution risk all because they can't play nice with Blue Origin and SpaceX. There is bigger negative than the dilution - but pointing out the obvious (dilution) because some people see the $B and buy off that even though that was not the correct thing to do.

@OddDiligence 19h ago

Odd Diligence on X

$ASTS more dilution "Under the terms of the license agreement, AST SpaceMobile will pay approximately $800 million in upfront consideration, comprised of $400 million in cash and 10 to 14 million shares of Class A Common Stock"

@kab604 19h ago 1 click

kab60 on X

BULLSHIT COST SAVINGS EXHIBIT #9391 " $CHTR is undertaking [a transformation] targeting $2 billion in opex savings over 18 months + $1B in Cox Transactions synergies" - Mixing cold and warm water. Who wants to bet all the savings get 'reinvested' in growth? 🤮🤮🤮

@TidefallCapital 20h ago 1 click

Trevor Scott on X

"Nintendo Switch 2 sales plunge 41% as price hikes and memory crunch bite. Nintendo must step on the gas and deliver more big games next fiscal year to make sure the Switch 2 momentum continues." $NTDOY https://t.co/1G8JApPi8w

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 7h 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 10h 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 15h ago 1 click

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 16h ago 1 click

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 16h ago 4 clicks

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 17h ago 3 clicks

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

RKLB $28B

Bernard Zambonin 18h ago 1 click

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…

LITE $48B

Monte Independent Investment Research 20h ago 2 clicks

Blue Owl Capital: Book Value Is Rising Under A Default-Wave Price

Blue Owl Capital's NAV rose to $14.32 as buybacks and portfolio marks improved, while OBDC trades at a 25% discount despite a 0.33%…

OWL $17B

Tim Travis 25h ago 1 click

Uber 3Q'26: Eats vs DoorDash, and the AV Math

Uber Delivery generated an estimated $0.66 EBITDA after SBC per order in 3Q26, versus DoorDash's $0.80, while autonomous vehicles shape…

DASH $86B

MBI Deep Dives 38h ago 5 clicks

Trading Post November 5, 2026

MercadoLibre’s logistics expansion cut margins by 60 basis points, while Mercado Pago grew credit 62% with 7% NPLs.

MELI $77B

Cassandra Unchained 39h ago 2 clicks

Telkom Indonesia (TLKM/TLK): 9x P/E, 11% dividend, separable assets ≈80–95% of market cap, stub at ~2x EBITDA. Industry went from 11 operators to 3, a new rule kills the price war, and MSCI is forcing the sellers.

Telkom Indonesia trades at 9x earnings and an 11% yield as MSCI-driven selling obscures telecom consolidation, price increases and…

TLK $11B

Calvin Blissett 42h ago 4 clicks

Thursday Tailwinds #13: Nov 5, 2026

Florida marinas are 92% full as boat counts rise and permits constrain new supply, creating pricing power for existing operators such as…

SUI $14B

Trade Ideas Flow 42h ago 6 clicks

Delta Air Lines Is Worth Buying Despite Near-Term Pressure

Delta Air Lines' premium, loyalty and ancillary businesses generate 61% of revenue as cash flow supports debt reduction despite fuel and…

DAL $57B

Motti Sapir 43h ago

GPC Q3 2026: a quick North America Automotive update

GPC’s NAPA commercial sales grew 4% in Q3, trailing AutoZone and O’Reilly as freight, fuel and rent cut North American Automotive margins…

GPC $17BORLY $73B

Stock Thoughts Nov 4 6 clicks

AMSC, Datadog will be fine, SiTime is worth a look

AMSC and Datadog will be fine, while SiTime is worth a closer look.

DDOG $79BSITM $11B

The Technology Letter Nov 4 5 clicks

An Interview With Intuit CEO Sasan Goodarzi About Accounting and AI

Intuit CEO Sasan Goodarzi discusses using AI to turn accountants from customer-acquisition partners into customers, alongside QuickBooks,…

INTU $92B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Nov 4 2 clicks

DigitalOcean (DOCN) Q3 FY12/26 Earnings Review

DigitalOcean reported Q3 revenue up 40% to $321 million and lifted Q4 guidance above consensus, while GPU and data-center expansion cut…

DOCN $11B

Cestrian Capital Research Nov 4 2 clicks

New Ideas From The Road

Aurelion Research increased healthcare exposure and sees opportunities in banking and defense, alongside research on Alcoa, Nike, ONON and…

AA $10BNKE $60B

Aurelion Research Nov 4 4 clicks

L3Harris (LHX) Q3 FY12/26 Earnings Review

L3Harris booked $19.3 billion of Q3 orders, lifting backlog to $53.2 billion, raised FY26 guidance and cut its 2028 free-cash-flow target…

LHX $48B

Cestrian Capital Research Nov 4 3 clicks

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Saturday, November 7, 2026

SG on X

Serenity on X

Hunterbrook on X

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kab60 on X

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