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@wallstengine
Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
AI
The reported workflow pairs brokerage explanations with text messages asking users to approve suggested trades.
Technology
Supermicro posted record Q1 FY2027 revenue of $19.9B (+298% YoY), adjusted EPS $1.81 (beat estimates), with FY27 guidance of $72–82B.
World & Business
Supermicro reported Q1 FY2027 revenue of $19.9B (+298% YoY); Astera Labs posted Q3 revenue of $584.9M (+154% YoY).
Technology
Third-quarter revenue reached $13.4 billion, with non-GAAP diluted earnings of $2.09 a share.
World & Business
Quarterly revenue crossed $2 billion for the first time, while U.S. commercial revenue topped U.S. government revenue.
World & Business
Palantir reported strong U.S. commercial growth but slower international expansion; Oracle shares dropped after announcing ~$20B in bond/stock sales for AI infrastructure. Broader chip and tech sectors faced pressure as rotation continued and investors questioned AI spending returns.
World & Business
Major US indices declined on November 2, with Nasdaq Composite down ~1.07% to ~25,164 and S&P 500 down ~0.51%.
World & Business
Palantir reported Q3 revenue of $2.31B (vs. ~$2.18B expected, +96% YoY) and raised full-year 2026 revenue guidance to ~$8.53B.
World & Business
The proposed purchase targets optical networking as Marvell bets on sustained demand from AI data centers.
Technology
The agreement would pair Marvell’s chips and networking technology with Lumentum’s lasers, pending shareholder and regulatory approvals.
Technology
Yahoo Finance reports an advertising sales miss as Alphabet's rising capital spending deepened its negative free cash flow.
Technology
Microsoft CFO Amy Hood reported $63.9 billion in Microsoft Cloud revenue, up 30% year over year.
Technology
Bloomberg reports the companies envision a domestic supply chain eventually; the first rugged model targets the US military.
YouTubeAI
On X, @OfirEhrlich says any company can start deploying Eon and invites cybersecurity and data protection companies to join.
World & Business
A post says Fusion Companion and Fusion Agentic Home coordinate approvals and AI agents across Oracle's finance and HR apps.
World & Business
The Financial Times identifies Nvidia, AMD and Broadcom as prospective cornerstone investors in the financing plan.
Technology
CNBC reports the offerings cover common and convertible preferred stock as Meta ramps up spending on data centers.
AI
A post says Meta’s offering splits into $22.5B in common stock and $12.5B in convertible preferred shares.
AI
A post citing Bloomberg says DeepSeek raised its target at least twice, from about $7.5 billion to $12 billion.
AI
NVIDIA claims DSX POD can cut deployment at a prepared site from six months to 14 days.
