Topic · 9 items
Stocks
Earnings, big stock moves, indices and the companies setting the tone for markets.
ASML: demand already outruns 2028 capacity
ASML reported Q3 net sales of €11.7 billion and net income of €5.0 billion, with a gross margin of 57.5%. Installed-base management came in at €3.3 billion. Q4 sales are guided at €14.2–15.2 billion. Full-year…
Source ASML Q3 2026 results →
Banks: JPMorgan misses, Goldman clears the bar
Four big US banks reported on Tuesday. JPMorgan posted net income of $15.3 billion, or $5.57 a share ($5.75 excluding securities losses), a rare miss against consensus near $5.90. Goldman Sachs reported…
Source CNBC bank earnings →
SpaceX buys the spectrum. Telcos get the bill.
SpaceX agreed to buy Grain Management's nationwide 800 MHz portfolio, the low-band book Grain took from T-Mobile earlier this year, for about $8 billion in cash (WSJ via Axios). On Friday, T-Mobile closed down…
Source Axios →
Google locks 3.6 GW of power, a quarter of it new nuclear
Google contracted 3,590 megawatts from Constellation Energy in PJM: a 20-year deal for 890 MW of new capacity from uprates at 11 reactors in Illinois, Pennsylvania and New Jersey, plus 2,700 MW of long-term…
Source CNBC →
Evernorth brings 473 million XRP to Nasdaq
Evernorth completed its SPAC merger with Armada Acquisition Corp. II on 9 October. Common stock is expected to start Nasdaq trading today under XRPN. At close the company held about 473 million XRP and roughly…
Source Bitcoin.com News →
Earnings season starts Tuesday: banks first, then the chip giants
JPMorgan, Goldman Sachs, Citi and Wells Fargo all report on Tuesday morning, with Bank of America and Morgan Stanley on Wednesday. ASML reports Wednesday and TSMC on Thursday. TSMC has already said…
Source CNBC →
OpenAI's revenue reality check knocks AI stocks
CNBC confirmed that OpenAI told investors it hit roughly $50B in annualised revenue at the end of September. That's well short of the $68B figure widely reported last month, which apparently included partners'…
Source CNBC →
Jefferies' Chris Wood: the AI build-out risks "massive capital destruction"
In his GREED & fear note, Wood called much of the roughly $695B in US hyperscaler capex for 2026 "malinvestment". His reasons: cheap Chinese open-source models keep winning share, token prices keep falling…
Source Crypto Briefing →
Robinhood x T. Rowe Price: an active ETF goes on-chain?
Robinhood is exploring a Stock Token on Robinhood Chain tied to an actively managed ETF from T. Rowe Price, which runs about $1.9T. It's early: no fund has been named, there's no launch date, and plenty of…
Source crypto.news →
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