Monday, November 9, 2026

Moody’s: Fasten Your Seat Belts, But Not for AI

Moody’s ratings business faces potential deceleration, while AI-related debt issuance and anti-data-center politics pose less risk than investors fear.

MCO $89B

Librarian Capital's Research Library 9h ago 1 click

31h ago PCOR $11B

Procore CFO: Now we scale the business

The Technology Letter 3 clicks

32h ago DEO $55B

Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic

Librarian Capital's Research Library 2 clicks

From X

@stockgutter Nov 6

SG on X

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

@aleabitoreddit Nov 6 2 clicks

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 Nov 6

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 Nov 6 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 Nov 6 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 Nov 6

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 Nov 6 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 Nov 6 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

Tower Semiconductor Update, Part Two

Tower Semiconductor reported $526 million in quarterly revenue and extended photonics contracts through 2029, while its low-loss silicon…

TSEM $15B

CV's Substack 32h ago 1 click

Earnings Review: AMD, MELI, TIC, XPEL, ZTS

AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.

MELI $77B

Rebound Capital 40h ago 2 clicks

Blue Owl Capital Corporation Q3: OTC Bonds Outperform Stocks In The Current Market Environment

Blue Owl Capital’s OTC bonds yield up to 6.92% and offer 8.8% levered ROE, while OBDC stock trades at a 25% discount to NAV.

OWL $17B

Arbitrage Trader 46h ago

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 Nov 6 5 clicks

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

Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…

OVV $17B

Bison Insights Nov 6 3 clicks

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

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 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

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

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

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

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 Nov 6 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 Nov 6 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 Nov 5 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 Nov 5 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 Nov 5 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 Nov 5 6 clicks

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Monday, November 9, 2026

SG on X

Serenity on X

Hunterbrook on X

Odd Diligence on X

Odd Diligence on X

Odd Diligence on X

kab60 on X

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