Monday, November 9, 2026

Speedrun | Upcoming Events This Week - [November 2 - November 6, 2026]

Week ahead lists Nvidia, earnings, inflation and PPI releases alongside Iran conflict developments.

NVDA $4.6T

P Equity Research 10h ago 1 click

12h ago MCO $89B

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

Librarian Capital's Research Library 1 click

16h ago GOOGL $3.5T

NEW POSITION: Google LEAPS

Hated Moats 1 click

From X

@aleabitoreddit 2h ago

Serenity on X

Every AI name in Taiwan from Mediatek to Winbond looks like its limit up. TAIEX: +4.94%, its 2nd largest daily gain in history. I guess the market is impressed by $NVDA’s Jensen Huang vitality at his age?

@calvinblissett 6h ago

Calvin Blissett on X

@RockwoodNotes @loneelmcapital Love the equity yield curve mental model, grows more and more relevant daily. Your $OMC thesis is they are insulated from AI because they have become akin to a warehouse of ad data? Dispensing it and holding it and tracking it for a fee. Thoroughly enjoy your content

@aleabitoreddit 6h ago

Serenity on X

I fully support $NVDA and Jensen Huang through this time. Even the most legendary figure in the AI industry is human. Trump, Clinton, Bezos, Gates, and many others have faced scrutiny over their personal lives. It takes courage to own up to it publicly and move forward

@StableBread 6h ago

Fajasy on X

Why I like Toast $TOST 🍞 - Mr.Bread

@partners_road 7h ago

RiverRoadPartners on X

@ContrarianChe @John_Hempton You’re wrong and Hampton is right. $NVDA was $225.83 on 5/13/26, when they issued the short report and closed Friday at $186.64, so the stock has lost 17.4% since the report was published.

@ACapitalLP 7h ago

A Capital on X

Fascinating round trip in $NXT.AX. Stock gets cut in half on power delivery delays, then nearly doubles as Goodman and $DLR emerge as strategic buyers. Perfect illustration of the disconnect between public market pricing and the strategic value of scarce data center infrastructure with access to power…

@BarbarianCap 8h ago

Barbarian Capital on X

3/n $HOOD CEO @vladtenev on @NoPriorsPod This is the most innovative brokerage by far; expanding ownership (incl via tokenization); also math/math models, origin story

@Adam_Wyden 11h ago

Adam D. Wyden on X

They have a lot of opportunity to let people know about the quantum of the value gap as well in the coming weeks…. This reminds me of our investment in $race or $gmcr… multiple expansion and earnings growth as the mix of the business transforms. People can’t see it until they can. @Mark_Penn @benallanson @jayleveton @markminervini @stoolpresidente @TheRoaringKitty @marketplunger1 @BillBrewsterTBB @AndrewYAVB @ACapitalLP $STGW

Expert Call | EMIB-T Packaging, Glass Core Roadmap & 2027 ABF Substrate Supply Outlook

Intel’s EMIB-T, glass-core roadmap and 2027 ABF substrate supply outlook are the focus of an expert call.

INTC $287B

P Equity Research 16h ago 1 click

Important Portfolio Update

China’s housing downturn has cut some flat values 40% since 2021, curbing discretionary spending and sharpening a portfolio focus on…

BRK.A $1.2TAAPL $5T

Cannibal Stocks 19h ago 1 click

Kimberly-Clark: Short-Term Worries Create A Buying Opportunity (Rating Upgrade)

Kimberly-Clark’s Kenvue merger targets $1.9 billion in synergies by 2029, supporting roughly 6% long-term EPS growth and continued dividend…

KMB $36B

Gary Gambino 19h ago 1 click

Procore CFO: Now we scale the business

Procore CFO Rachel Pyles discusses accelerating growth and economies of scale after an upbeat third-quarter report.

PCOR $11B

The Technology Letter 34h ago 3 clicks

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

Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround…

DEO $55B

Librarian Capital's Research Library 34h ago 2 clicks

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 35h ago 1 click

Applied Materials: A Consequential Earnings Preview For The Whole Market (Rating Upgrade)

Applied Materials trades at 17.93x forward earnings, with analysts forecasting more than 45% EPS growth through 2028 and a net-cash balance…

AMAT $260B

Brett Ashcroft Green 35h 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.

AMD $660BMELI $77B

Rebound Capital 43h ago 2 clicks

Amazon: Strong Buy Before AWS Growth Rewrites The Earnings Story

Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.

AMZN $2.9T

Dhierin Bechai 43h ago 3 clicks

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

Eli Lilly And Co. (LLY)

Eli Lilly's Mounjaro and Zepbound drove 2025 revenue to $65.2 billion as the drugmaker expands AI partnerships with Nvidia, Isomorphic…

LLY $1.3T

SixSigmaCapital: Navigating the Financial Markets Oct 21 25 clicks

ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth

ServiceNow is shifting from seat-based subscriptions to usage-based AI “Assists,” expanding revenue potential across its enterprise…

NOW $106B

Raul Shah Oct 21 11 clicks

Use of AI is boosting Snowflake’s revenue while mortal companies may take longer

Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.

SNOW $95B

The Technology Letter Oct 20 11 clicks

Netflix Earnings, Business or Franchise, Disney’s Deal

Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…

NFLX $511BDIS $203B

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. Oct 20 10 clicks

From Fat to Follicles - Is Hair Loss the Next Blockbuster?

Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.

NVO $181B

Cestrian Capital Research Oct 20 41 clicks

Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…

MSFT $4T

MBI Deep Dives Oct 20 22 clicks

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…

RTX $259B

Cestrian Capital Research Oct 20 9 clicks

Heico Corporation

HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…

HEI $47B

D Invests Oct 20 13 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $75B

Cestrian Capital Research Oct 20 4 clicks

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $203B

Latticework by MOI Global Oct 20 10 clicks

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Monday, November 9, 2026

Serenity on X

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