| Nov 13, 2026 |
HROW |
Q3 2026 (11/9 after close): record revenue $99.3M (+39% YoY), GAAP EPS $0.25; FY26 adj. EBITDA guidance cut to >$40M from $80-100M, revenue guide $350-365M reaffirmed |
Overreaction |
$28.30 |
+6.4% |
| Nov 12, 2026 |
NBIS |
Q3 2026 (11/12 before the open): revenue beat ($980.8M vs $907.5M) and 2027 revenue guide $12-13B above consensus, but 2026 revenue moved to the low end of $3.0-3.4B, ARR dropped as a metric, 2026 capex raised to ~$27B and 2027 capex set at $40-45B |
Justified |
$119.94 |
-3.4% |
| Nov 12, 2026 |
NBIS |
Sympathy rally on CoreWeave Q3 beat-and-raise (11/10 AMC) a day before its own Q3; NBIS Q3 on 11/12 then beat revenue ($980.8M vs ~$907.5M) and guided 2027 sales $12-13B |
Justified |
$119.94 |
-3.4% |
| Nov 11, 2026 |
CRWV |
Q3 2026 beat (revenue $3.66B, +168% YoY vs $3.55B est.) + raised FY26 revenue and adj. operating income guide, backlog $132.5B, 2027 funding plan built on ~$9B customer prepayments; up ~11-16% premarket 11/11 after a -52% slide on credit fears |
Justified |
$55.97 |
-5.1% |
| Nov 11, 2026 |
SATL |
Q3 2026 (11/10 after close): record revenue $16.0M, +342% YoY vs ~$12.4M consensus, 2nd straight positive adj. EBITDA, plus largest-ever ~$37M sovereign deal for 3 in-orbit satellites; the 11/6-11/9 +37% pre-earnings run was a space-sector rebound with no company news |
Justified |
$4.53 |
-27.1% |
| Nov 10, 2026 |
RXRX |
No company news behind the Nov 5 / Nov 9 / Nov 10 swings: AI-drug-discovery basket and market moves after a positive-but-distant Q3 (Nov 2) and a $200M offering at $3.25 (Oct 16) |
Mixed |
$3.54 |
-10.1% |
| Nov 6, 2026 |
WULF |
Q3 revenue $76.2M vs ~$62.5M est, HPC leases 83% of revenue; Google credit support for $19B Anthropic lease (11/4); Texas JV sold |
Overreaction |
$11.08 |
+13.9% |
| Nov 5, 2026 |
SEZL |
Q3 2026 (11/4 after close): revenue +42.6% to $166.5M vs $155.7M consensus, adj EPS $1.37 vs $0.70; FY26 revenue growth raised to ~42.5% from 35%, FY27 adj EPS $7.20 vs ~$6.53-6.65 expected |
Justified |
$172.76 |
-10.5% |
| Nov 4, 2026 |
DDOG |
Q3 beat (revenue $1.197B +35%, adj. EPS $0.81) and full-year raise, but Q4 revenue guide $1.19-1.20B is flat on Q3 and adj. operating income guide $280-290M is below Q3's $334M |
Mixed |
$199.74 |
-7.8% |
| Nov 3, 2026 |
BRUN |
No BRUN news on Nov 3 (+10.9%, neocloud group bounce). Since Oct 6: Oct 26 PR (first phase delivered, $600M+ project financing), resale S-1 updated (POS AM effective Oct 19), Oct 5 8-K $76M exec RSUs |
Mixed |
$7.46 |
-25.9% |
| Nov 2, 2026 |
TEM |
Q3 2026: revenue $411.5M (+23%, in line), adj EBITDA $25.6M vs $1.5M, data +33%, >$550M data bookings YTD, FY rev guide nudged up; stock +13% intraday |
Justified |
$81.59 |
-12.2% |
| Nov 2, 2026 |
NXT |
Q2 FY27 beat and raised FY27 guide (10/28), stock -2.7% next day; -49% since 5/29 with the solar group (TAN -46%) |
Mixed |
$93.50 |
+1.6% |
| Nov 1, 2026 |
CDNS |
Q3 (AMC 10/26): rev $1.633B +22%, non-GAAP EPS $2.11 vs $2.05 est; record backlog $8.2B; 2026 guide raised 3rd time to $6.387-6.417B rev (~21%), EPS $8.37-8.43; new $2.5B buyback |
Justified |
$330.02 |
-2.1% |
| Nov 1, 2026 |
VICR |
Q3 (BMO 10/20): rev $197.1M +78.5% YoY / +37.5% QoQ, GM 68.3%, backlog $406M (+166% YoY), $100M bookings in first 2 weeks of Q4 incl. large 2nd-gen VPD order from lead customer |
Mixed |
$193.62 |
-17.9% |
| Nov 1, 2026 |
UCTT |
Q3 (AMC 10/27): record rev $759M +49% YoY (above $700-750M guide), non-GAAP EPS $1.15 vs $0.94 est; Q4 guide rev $800-860M, non-GAAP EPS $1.11-1.35; gap fully sold by 10/30 |
Mixed |
$50.14 |
-7.6% |
| Nov 1, 2026 |
FLEX |
FQ2 FY27 (BMO 10/28): rev $8.49B +25%, record adj EPS $1.18 vs $1.06 est; FY27 adj EPS guide raised to $4.84-5.16 from $4.42-4.74; Cloud & Power Infrastructure (Axiom spin) guided +75-85% |
Justified |
$87.88 |
-14.7% |
| Nov 1, 2026 |
CLS |
Q3 (AMC 10/26): rev ~$5.83B +83%, adj EPS $3.30 +109%, both above guide high end; 2026 outlook raised to $21.0B rev (from $20.5B), adj EPS ~$11.55 (from $11.30); investor day 10/27 |
Justified |
$269.00 |
-10.7% |
| Nov 1, 2026 |
PENG |
Re-check of the FQ4 beat/raise (AMC 10/6): the whole earnings gap reversed in the AI-hardware / memory selloff (-35.5% from the 10/13 high); no company news found since 10/7 |
Mixed |
$53.44 |
-11.4% |
| Nov 1, 2026 |
GEN |
FQ2 FY27 (AMC 10/28): rev $1.369B +12%, bookings +10%, FY27 guide raised (rev $5.465-5.515B, EPS $2.93-2.98); CFO: outlook does not depend on an acquisition, not pursuing a transformative deal (after Sept GoDaddy-bid report) |
Justified |
$29.25 |
+3.9% |
| Nov 1, 2026 |
VRT |
Q3 (BMO 10/28): sales $4.31B +61%, organic orders >100% YoY, adj EPS $2.21 vs $1.82 est; FY26 guide raised: sales $14.45-14.85B (+$650M), adj EPS $7.10-7.20 vs $6.73 consensus |
Justified |
$235.73 |
-14.3% |
| Nov 1, 2026 |
PRCH |
Q3 (AMC 10/28): rev $143.9M +13% (Porch-owned +22%), Insurance Services +39%, adj EBITDA $44.5M +116%; FY26 adj EBITDA guide raised to $135-140M from $119-125M |
Justified |
$20.45 |
+2.9% |
| Nov 1, 2026 |
GDYN |
Q3 (AMC 10/29) beat: rev $114.3M +9.7% (above $112-114M guide), non-GAAP EBITDA margin 20.0% vs 12.2%; Q4 guide rev $113.5-115.5M / EBITDA $20-22M above consensus; AI = 31% of revenue |
Justified |
$13.25 |
-0.3% |
| Oct 31, 2026 |
ABT |
Q3 2026 comparable sales +7.0% (best of 2026, EP +15.5%), adj EPS $1.42 +9.2%; tax-free spin of $8.5B Nutrition by end-2027; FY comparable sales guide cut to ~6% but stock +5.7% vs SPY -2.2% since 10/21 |
Justified |
$106.89 |
+1.5% |
| Oct 31, 2026 |
NOW |
Q3 2026 in line (sub rev $3.99B +20.5% cc, adj EPS $1.00 vs $1.02) but Q4 cRPO guided to +18.5% from +21% (half of Q3 beat = renewals pulled from Q4), sub gross margin 80% vs 83%, GAAP net income -45%; worst day on record -27% |
Justified |
$104.85 |
-2.5% |
| Oct 31, 2026 |
BE |
Q3 2026 beat and raise (rev $1.24B +138%, adj EPS $0.94 vs $0.69, FY guide $4.4-4.6B) but operating cash flow turned negative (FCF -$181M) on $618M YTD contract-asset build, 69% customer concentration, no backlog update |
Mixed |
$206.03 |
-6.8% |
| Oct 29, 2026 |
ALNY |
Q3 2026: revenue beat ($1.458B) but 2026 TTR guided to the low end of $4.2-4.5B (implied flat/down Q4), new 340B/UnitedHealth MA/net-price headwinds; 2nd disappointment after the July cut |
Justified |
$184.67 |
-10.6% |
| Oct 29, 2026 |
INSM |
Q3 2026 beat: revenue $524.4M vs $500.4M est, BRINSUPRI $400.1M (+29% q/q), 2026 BRINSUPRI guidance raised to $1.35-1.40B; EPS -$0.46 missed |
Justified |
$105.52 |
+14.8% |
| Oct 29, 2026 |
CRM |
Q2 FY27 (8/26 AMC): non-GAAP EPS $5.90 vs $3.27 incl. $2.6B Anthropic mark-up; revenue +10.8% (~6.4% ex-Informatica); GAAP op income flat Y/Y; Claudeforce launch; stock +22.6% on 8/27 |
Mixed |
$230.16 |
-5.4% |
| Oct 28, 2026 |
GOOGL |
Q3 2026 (Oct 28 after close): revenue +24.7% to $127.6B (slight miss), Cloud +103%, operating income +30%, but capex $51.4B pushed free cash flow to -$9.1B, buybacks $0 (vs $11.5B), Search and YouTube below estimates; about -8.6% after hours |
Mixed |
$286.88 |
+3.1% |
| Oct 28, 2026 |
TER |
Q3 beat (rev $1,306M vs ~$1.26B est, non-GAAP EPS $2.29 vs ~$2.08) but Q4 guide $1.25-1.35B is flat sequentially (~+20% YoY at midpoint vs +70% in Q3); shares -6.7% on the open while chip peers trade up |
Justified |
$296.66 |
-15.9% |
| Oct 28, 2026 |
HOOD |
Q3 2026 (reported 10/27 after close): record revenue $1.42B (+12%, about in line), GAAP EPS $0.51 missed ~$0.55 (incl. $0.07 Ventures Fund mark), crypto revenue -55%, net interest -9%; CFO flagged tighter Q4 spreads and October volumes ~5% below the Q3 peak |
Justified |
$89.23 |
-12.7% |
| Oct 27, 2026 |
CIFR |
$850M 0% convertible notes due 2032 (conversion ~$15.31) plus a 40.7M-share exchange of 2030 notes, announced 10/13 and priced 10/14, inside an AI-infrastructure and bitcoin-miner selloff |
Mixed |
$8.26 |
-16.9% |
| Oct 26, 2026 |
XTND |
Preliminary 9M 2026 revenue $24.5-26.5M, AI Robotics backlog ~$84M at 9/30, ex-Navy SEAL Matt McGraw named U.S. CEO (8-K 10/26); stock +72% intraday off all-time low |
Mixed |
$2.29 |
-39.3% |
| Oct 26, 2026 |
XP |
Lula won Brazil's 10/25 runoff 51.8%-48.2% over Flavio Bolsonaro, unwinding the first-round election rally; Brazil ADRs gap down (EWZ -25% premarket), XP -45% to -50% premarket |
Overreaction |
$14.55 |
+6.5% |
| Oct 22, 2026 |
TER |
No Teradyne news; chip-equipment selloff after Lam Research (10/21 AMC) capped its Dec-quarter guide on component shortages and lower China; TER reports 10/27 AMC |
Mixed |
$321.49 |
-22.4% |
| Oct 22, 2026 |
FPS |
CFO Ryan Fiedler steps down effective immediately (8-K 10/22); EVP Finance Amy Ard named CFO; no guidance update |
Mixed |
$26.13 |
-15.3% |
| Oct 21, 2026 |
INOD |
Software-sector rally (IGV +1.8%); no company news; Q3 results Nov 5 AMC |
Mixed |
$58.23 |
-39.1% |
| Oct 21, 2026 |
HGRAF |
Corporate progress update: 30+ sample customers, first orders expected 'in coming months', unnamed defense talks, Oct 29 US redomicile vote, new equity grants at $2.78 |
Overreaction |
$2.54 |
— |
| Oct 20, 2026 |
HOST |
Board authorizes discretionary $15M share buyback (Oct 20 PR) after an ~87% post-merger collapse |
Mixed |
$2.72 |
-32.4% |
| Oct 19, 2026 |
CLF |
Q3 2026 beat: adj. EPS $0.28 vs ~$0.22 est., adj. EBITDA $612M (strongest in 3 yrs, above $575M guide), back to GAAP profit $165M; Q4 EBITDA guided ~$715M, 2027 EBITDA seen above $4B |
Justified |
$13.69 |
-7.6% |
| Oct 16, 2026 |
XLAB |
8-K (10/15): $8.2M sale of 12 NVIDIA HGX B300 GPU servers + 36 months of IT operations to Sunon Inc. (Sunonwealth, TWSE 2421) |
Mixed |
$1.85 |
— |
| Oct 15, 2026 |
CYPH |
No company news; stock tracks Zcash (ZEC): 6x run Aug-Sep with ZEC, then -36% from the 9/25 high as ZEC fell ~27% from its late-Sep peak |
Justified |
$2.69 |
-30.4% |
| Oct 15, 2026 |
HOOD |
Wolfe Research downgrade to Peer Perform (valuation) + Wells Fargo PT cut to $120 on 10/14, inside a fintech/AI risk-off selloff; Q3 earnings 10/27 |
Mixed |
$99.22 |
-21.5% |
| Oct 14, 2026 |
DOCN |
No company news; fell in sympathy with CoreWeave's financing scare (bond yields ~15%, $3B convert + ATM) and hot Sept CPI (3.7% vs 3.6%) |
Overreaction |
$110.09 |
-21.6% |
| Oct 12, 2026 |
INTC |
Down 20.6% from the 9/24 high: TSMC-in-Terafab talks (confirmed by Musk 10/3) plus semis profit-taking; Intel says it stays in Terafab |
Mixed |
$101.15 |
-41.0% |
| Oct 12, 2026 |
FNMA |
Michael Burry weekend Substack: sold FNMA/FMCC common, bought junior preferreds; warns $388B Treasury senior-pref conversion could dilute common >=90%. Stock -14% to new 52-wk low |
Mixed |
$3.46 |
— |
| Oct 11, 2026 |
RDDT |
Initiatives review: AI search (Reddit Answers 15M weekly), Google/OpenAI AI-data licensing renewals unresolved, logged-out personalization merge Q3; Q2 rev +61% but stock -12.5% on US DAU dip |
Mixed |
$160.90 |
-38.8% |
| Oct 8, 2026 |
RDW |
No gap; -5.2% today in AI/hardware rotation, breaking below Oct 7 low 9.90; recent news positive (Axiom ROSA contract 10/5, NITE-STAR IDIQ 9/24, Honda robotics 10/1) but stock falls on good news; $500M ATM + AE Industrial selling overhang |
Mixed |
$9.71 |
-20.4% |
| Oct 8, 2026 |
LAES |
Theme dive (Post-Quantum Cryptography), no gap: -5.3% today with semis -3.5%; news = $10M related-party PIPE into WISeSat (SAIQ) 10/1, IQT keynote 10/27, VP 10b5-1 sale |
Mixed |
$2.21 |
-43.6% |
| Oct 8, 2026 |
TEM |
No company news: -18% in 3 sessions (83.55 Oct 5 close -> 68.13) inside an AI-bio/spec-biotech theme flush; XBI below its 100MA |
Mixed |
$68.13 |
+5.1% |
| Oct 8, 2026 |
AEHR |
Pre-earnings dive: -11.7% Oct 6 on no found news (SMH -0.2%); FQ1 FY27 report moved to Nov 2 AMC due to fiscal-year change May->June |
Unclear |
$88.00 |
-35.2% |
| Oct 8, 2026 |
BLZE |
No fresh catalyst; last 10%+ move = Aug 19 gap-down on $175M 0% convert (conv $21.94) after Aug 4 Q2 beat/raise (+27%); since then -31% bleed into a 4-week 12.15-14.64 base |
Mixed |
$13.48 |
-42.6% |
| Oct 7, 2026 |
PENG |
FQ4 (AMC 10/6) beat: rev $567M +68% vs ~$516M est, adj EPS $1.00 vs $0.78; FY27 guide rev $2.25-2.60B vs $2.20B, EPS $3.75-5.15 vs $3.25; Integrated Memory +158% on AI inference demand |
Justified |
$72.93 |
-35.1% |
| Oct 7, 2026 |
RKLB |
No company news: space/high-beta selloff (-5% to -7% group-wide); backdrop Q2 rev +62%, backlog $2.36B, Iridium deal financed (bridge cancelled, $1.94B ATM) and approved 9/24 |
Mixed |
$71.19 |
-13.6% |
| Oct 6, 2026 |
BRUN |
Oct 6 8-K/PR: 5-year $525.6M AI cloud compute agreement (NVIDIA GB300 NVL72) with an unnamed sovereign AI company; acceptance from early Q2 2027; TCV now >$2.6B |
Justified |
$15.61 |
-64.6% |
| Oct 5, 2026 |
DNA |
Ginkgo Datapoints x Lilly TuneLab data-generation agreement (Sep 15-16); +112% in 13 sessions, 10/5 +21% on 10x call volume |
Mixed |
$15.08 |
-36.3% |
| Oct 5, 2026 |
GENB |
AI-bio theme rotation; RXRX +16% 10/5 as story names start to join; GENB lagging (no company news) |
Unclear |
$14.00 |
-13.8% |
| Oct 5, 2026 |
WDEF |
No single-day catalyst: a 7-week sector-wide grind lower in European defence (-16.3% from the Aug 14 close) driven by Ukraine-peace headlines (Rubio inviting Putin to the G20, Sept 24), a "show me the orders" de-rating, French fiscal stress (OAT-Bund spread at its widest since 2012) and a European gas-price shock |
Mixed |
$27.95 |
-4.4% |
| Oct 5, 2026 |
EWZ |
Brazil 1st-round election upset 10/4: Flavio Bolsonaro 47.0% vs Lula 45.2% (polls had Lula ahead) -> runoff Oct 25; Ibovespa +8.7%, BRL through 5.00-5.16, EWZ best day since Mar 2020 |
Justified |
$43.26 |
-25.5% |
| Oct 5, 2026 |
OUST |
+8.6% Fri 10/2 to $44.39 (+35.4% since 9/15 close $32.79) on a string of small Rev8 OS1 Max drone-lidar partnership PRs (Seneca 10/1, Flyability 9/9); no material news on 10/2 itself or since |
Mixed |
$44.40 |
-24.6% |
