Daily Market Briefing: Jensen Huang's exit hardens Washington's chip stance days before Shenzhen, as the 10-year yield holds above 5.1% into this morning's PPI 2026-11-13 Twist Bioscience Hits Adjusted EBITDA Breakeven and Grows AI Drug Discovery Revenue 175% to $59.1 Million, but FY2027 AI Guide of $100 Million Implies Slower Growth and Margin Expansion Is Set to Moderate 2026-11-13 Nebius Cuts 2026 Revenue Ceiling and Lifts CapEx to $27 Billion on Colocation Delays, but Prepayments Now Exceed 100% of Build Costs and 2027 Revenue Is Guided to $12 Billion to $13 Billion 2026-11-13 Figure Technology Solutions Guides Q4 Volume Lower on Seasonality and Kiavi Drag as Take Rate Falls, While Launching $400 Million Buyback 2026-11-13 Enovix Pivots Away From Smartphones to Korean Drone Batteries, Guides 2027 Revenue to $65 Million-$85 Million After 23% Workforce Cut 2026-11-13 Cerebras Beats and Raises on Hardware Shipments, but Admits OpenAI Capacity Is Running Behind Schedule and Cloud Revenue Will Stall in Q4 2026-11-13 Nu Holdings Posts Record $1.1 Billion Profit, but a One-Off Counterparty Charge and Rising 90-Day Delinquencies Weigh on Credit Metrics as Brazil Lending Accelerates 2026-11-13 SMIC Posts Record $3.19 Billion Quarter on AI-Related Pull-Ins, but Guides Gross Margin Down to 26% to 28% as Costs Climb 2026-11-13 Amprius Raises 2026 Revenue Guidance a Third Time to $145 Million, but Trims EBITDA Outlook and Burns $13.8 Million of Cash as It Builds Supply Ahead of Demand 2026-11-12 Valens Semiconductor Pivots From Premium-Only to Mainstream With onsemi A-PHY Sensor Deal, While Cash Falls to $74.7 Million and Supply Cost Risk Looms 2026-11-12 Xero Raises FY27 Outlook, Launches an AUD 1 Billion Buyback and Takes AI Into Paid, Consultant-Led Solutions as CFO Claire Bramley Departs 2026-11-12 Daily Market Briefing: Nvidia's board weighs ousting Jensen Huang and the stock sheds about $350 billion after hours, just as Treasuries reopen with the 10-year set to break 5% 2026-11-12 Siemens Energy Targets a 20% to 22% Margin and EUR 55 Billion of Free Cash Flow by FY2030, Calling the Path "Largely Controllable" 2026-11-11 Nippon Paint Holdings Posts 15.3% Organic Profit Growth in Q3 but Guides to a Q4 Profit Decline of 5% to 10% as China Weakens and Margins Normalize 2026-11-11 Jaron Lanier in The New York Times: Silicon Valley's Apocalyptic AI Messaging Is Driving Public Disapproval, Not the Technology Itself 2026-11-11 Daily Market Briefing: A third straight 0.3% core print and Waller's half-point talk pushed the 10-year back to 5%, and with bonds shut for Veterans Day, AI dip-buyers get a one-day pass 2026-11-11 Firefly Aerospace Licenses Its Miranda Engine to AST SpaceMobile in a $1.3 Billion Deal, While Alpha Flight 8 Slips to 1Q27 2026-11-11 Lightwave Logic Pushes Volume Production to 2028 as Foundry Delays Persist, Even After Foxconn Transceiver Demonstration 2026-11-11 Alamar Biosciences CFO Says Biopharma Now 49% of Revenue as Instrument Ceiling Is Put at $6 Million and Two Large Studies Anchor 2027 2026-11-11 CoreWeave Says Recontracted Ampere and Hopper Fleet Is Pricing Above Original Contracts, Pulling Margins Into Double Digits a Quarter Early 2026-11-11 QuickLogic Guides Q4 Revenue Up 55% to $8 Million as a Delayed Intel 18A-P Contract Adds a Storefront Provision and Mature Products Could Reach $10 Million 2026-11-11 Daily Tech Briefing: TSMC's record October says AI demand never cracked, and Nvidia is the one chip stock now trading on Washington rather than on orders. 2026-11-10 Daily Stocks Briefing: Anthropic's $3.4bn generator deal lifted Caterpillar and led industrials to the top of Monday's rally, while TransDigm shows that even the widest moat cannot justify every price. 2026-11-10 Infineon Guides FY2027 Revenue to About EUR 20 Billion as AI Power Sales Near EUR 4 Billion and Multiyear Supply Deals Top EUR 10 Billion 2026-11-10 Ajinomoto Lifts FY2026 Guidance on 63% ABF Growth, but Frozen Foods Losses and a Forge Production Stumble Test the Diversification Story 2026-11-10 Entegris Targets 15% Annual Growth to $6 Billion, 55% Gross Margin and 30% EPS CAGR, Backed by New $500 Million Buyback 2026-11-10 GeneDx Trades Volume for Collections: Genome Mix Cut to 26% as Documentation Gating Pushes FY26 Volume Growth Down to at Least 28% 2026-11-10 MARA Holdings Sells Bitcoin at $81,039 to Retire $750 Million of Debt, Sets Up Long Ridge Close and a Delayed, Customer-Gated Path to Its First AI Leases 2026-11-10 Rocket Lab Lifts Neutron Base Price to $70 Million and Turns Away Bookings, Even as First Flight Slips to 2027 and Flight II Draws a Loss Reserve 2026-11-10 AST SpaceMobile Buys Into Launch With Blacklift Rocket and a $1 Billion Japan Subsidy, but Delivery Still Lags the Plan 2026-11-10 The Trade Desk Posts Flat Q3 Revenue Helped by a Non-Recurring 3-Point Partner Benefit, Guides Q4 Below Normal Seasonality, and Brings Back Co-Founder Dave Pickles 2026-11-10 Archer Aviation Wins FAA Market Survey Certificate for Midnight, Opening Los Angeles Flights Ahead of Type Certification as Boeing Deal Nears Close 2026-11-10 Hims & Hers Health Trades Subscriber Growth for a Lilly-Powered Reset as Q3 Subscribers Fall 100,000 and EBITDA Guidance Is Cut 2026-11-10 Morgan Stanley: The Midterm Shock Pushes 5 GW of US Data Centers Into 2029 but Leaves $1.8 Trillion of Hyperscaler Capex Intact, and the Big Platforms Win the Wait 2026-11-10 Daily Market Briefing: Cheaper oil, not Nvidia's scandal, drove Wall Street's best day since April, and this morning's core CPI decides whether the rebound holds. 2026-11-10 Daily Market Briefing: Nvidia's CEO crisis is an export-control and governance story, not an earnings story — for now. 2026-11-09 Google's TPUv7 Posts Agentic Inference Results That Beat or Rival Nvidia Blackwell on Cost, Forcing a Counter-Response From Nvidia, SemiAnalysis Says 2026-11-08 Affirm's New Transformer Underwriting Model Approves 2-3 Points More Borrowers at No Incremental Loss, While Experiments Lift Provisions and Management Guides to a 30% Growth Floor 2026-11-08 Lyft Pairs Record Q3 Rides With a Rider-Incentive Push, Launching Lyft Go With DoorDash and Taking Waymo Fleet Management Into Nashville 2026-11-08 Airbnb Reaccelerates to 19% Revenue Growth, but Reserve Now, Pay Later Flatters the Print as the Company Bets on a Travel-Specific AI Agent 2026-11-08 Alpha and Omega Semiconductor: AI and Server Power Now 20% of Revenue, Up From 5.5% a Year Ago, as PC Collapse Masks a Mix Shift 2026-11-08 Euronext Posts Record Q3 on Fixed Income and Athens, but MTS Volumes Fell From a EUR 88 Billion Peak to EUR 40 Billion in October 2026-11-08 TeraWulf Secures Google Credit Support and a Fluor EPC Contract for Its $19 Billion Anthropic Campus, and Says It Will Not Sign Muskie on Dilutive Terms 2026-11-08 Mettler-Toledo Guides 2027 to 5% Sales Growth and 10% to 12% EPS Growth as China Runs Near 10% for 2026, With AI and Onshoring Left Out of the Numbers 2026-11-08 Enbridge Names Michele Harradence CEO as Greg Ebel Retires, While $3 Billion Equity Raise Funds a Push Into Light Oil Gathering and Wellhead-to-Water Integration 2026-11-08 Howard Hughes Holdings Targets a Roughly $2 Billion Real Estate Monetization by End-2027 to Fund a 20% ROE Insurance-and-Investment Pivot 2026-11-08 Bernie Sanders Calls for a National AI Data Center Moratorium and a Ban on Superintelligence as Part of a Post-Midterm Democratic Agenda 2026-11-07 Elon Musk Outlines a $1 Trillion Terafab at 30x Global AI Chip Output and Says SpaceX Is on Track for $100 Billion in Annualized Revenue by December 2026-11-07 LY Corporation Lifts FY2026 EBITDA Guidance 9% to JPY 640 Billion on Cost Cuts, Commerce and PayPay, While Display Ads Weaken and Agent i Remains Unproven 2026-11-06 Hua Hong Semiconductor Guides to Another 10% to 15% of Price Increases in 2027 as Supply Stays Short and Huali Lifts Margins 2026-11-06 ACM Research Lifts 2026 Revenue Guidance to $1.24-$1.28 Billion on $2.5 Billion Backlog, Though Cash Burn and Inventory Build Draw Scrutiny 2026-11-06 Bentley Systems Lifts 2026 ARR Outlook as Asset Analytics Drives 13% Growth, Offloads Maximo Integrator Cohesive to Naviam 2026-11-06 MDA Space Raises 2026 Guidance as Satellite Systems Outruns Plan, but Telesat Delay and Negative Free Cash Flow Temper the Beat 2026-11-06 MACOM Sets an 80% Data Center Growth Base Case for FY27 and Says Its Indium Phosphide Laser Fix Opens the CW Market in 2028 2026-11-06 Unity Software's Vector Grows 40% Sequentially, Double Guidance, as the Company Posts Its First GAAP Profit Since IPO 2026-11-06 Rockwell Automation Guides FY2027 EPS to $15 at the Midpoint as Logix Controllers Grow 25%, While ARR Growth Falls Short at 5% 2026-11-06 Nova Ltd. Reaches $1 Billion Revenue Run-Rate a Year Early as Memory Surges, but Material Metrology Faces First Real Competition in 2H27 2026-11-06 Kinaxis Crosses $1 Billion in RPO and Lifts Guidance as Usage-Based MAU Pricing and a Forward Deployed Engineering Model Reshape the Growth Story 2026-11-06 Parker-Hannifin Posts First Double-Digit Organic Growth in 3 Years and Lifts FY27 EPS Guidance 6% to $36.85, With Filtration Group Now Closed 2026-11-06 Karman Space & Defense Raises 2026 Guidance as THAAD Ramp Proves Steeper Than Planned, While Management Insists Long-Term Agreements Will Not Dilute 30% Margins 2026-11-06 IREN Pushes Its $4 Billion ARR Target to January or February as It Cuts FY27 CapEx to $15 Billion, While Contract Pricing Reaches $22 Million to $40 Million per Megawatt 2026-11-06 Cloudflare Says 5% of the Web Joined Its Network Since July as Growth Accelerates to 39% and GAAP Profitability Arrives Years Early 2026-11-06 Axon Books a $1.2 Billion Skydio Stake and Pushes $130 Million of Federal Dedrone Revenue Out of 2026, Resetting How It Guides Hardware-Heavy Deals 2026-11-06 Quantinuum Claims 100x Lower Logical Error Rate Than Google and Needs 30x Fewer Physical Qubits, While Lifting 2026 Revenue Guidance to $31 Million-$34 Million 2026-11-06 Microchip Resets Gross Margin Ceiling at 65% as AI Data Center Demand Crowds Out Trailing-Edge Capacity, and CEO Calls the Data Center Build-Out a "Bubble" 2026-11-06 Novo Nordisk Raises 2026 Guidance Again, but Management Concedes That Medicare Bridge Is Doing the Heavy Lifting in U.S. Wegovy Growth 2026-11-05 Datadog Posts 35% Growth as Non-AI Customers Accelerate for a Fifth Quarter, but Early AI Renewals and a Minimum-Commit Guide Cap Q4 at 25% to 26% 2026-11-05 SolarEdge Guides Q4 Revenue $50 Million Below Investor Day Plan, Cuts Underperforming Markets and Steps Up Data Center SST Spending 2026-11-05 Uber Says AV Fleets Will Ride on Third-Party Capital and a 30% Utilization Edge, but International Driver Shortages Cloud Mobility 2026-11-05 Trimble Cuts 2026 ARR Growth Outlook to About 10% as Positioning Services Stall, While AECO Margin Target Rises to 36% 2026-11-05 Procore Accelerates Organic Growth to 17.1% on Large-Deal Execution, While DroneDeploy Anchors Its AI "System of Intelligence" Pitch 2026-11-05 Emerson Guides FY2027 EPS to $7.25 as Orders Surge 14%, but Management Holds Back on Europe and China and Front-Loads $1.5 Billion of Buybacks 2026-11-05 Camtek Guides 2027 Revenue Above $800 Million on Year-Ahead Visibility, but Gross Margin Slips to 51.1% as Component Costs Bite 2026-11-05 IFF Raises the Low End of 2026 Guidance, but Health Weakness and Oil-Linked Inflation Point to a Softer Q4 Margin and a Price-Cost Gap That Persists Into Early 2027 2026-11-05 Martin Marietta: Lhoist North America Delivers $115 Million of Cash Gross Profit in 40 Days, but Heritage Aggregates Volumes and Diesel Costs Force a Cut to the Organic Outlook 2026-11-05 Vishay Precision Group Guides to $90 Million-Plus Q1 Revenue and 10% to 12% 2027 Growth on $151 Million Backlog, but Humanoid Ramp Slips and FX and Taxes Weigh on Earnings 2026-11-05 Coherent Signs a Second PhotonLink Agreement Worth About $20 Billion and Lifts Its Gross Margin Target to Above 45% 2026-11-05 BillionToOne Says Its Tissue-Free MRD Test Can Scale Without Margin Drag as Q3 Revenue Jumps 47% and Guidance Rises 2026-11-05 Niagen Bioscience Pivots to a Lower-Cost NR Salt and a Rare Disease Bet as Core Tru Niagen Sales Fall 10% 2026-11-05 Caris Life Sciences Lifts 2026 Revenue Guide to $1.04 Billion-$1.05 Billion as Volume Growth Accelerates to 21%, While Opening Its MRD and Monitoring Franchise Without Reimbursement 2026-11-05