ServiceNow raises cRPO outlook as AI monetization gains focus
TradingView reports that ServiceNow’s cRPO rose 22% year over year, while fourth-quarter guidance is near 19.5% ahead of its Oct. 28 report.
ServiceNow (NOW)
1 source · TradingView
market news: macro
central bank decisions, rates, inflation and data releases, explained through their market impact.
stories appear here with a 15-minute delay. in real time — via the api connect the api →
1719 stories · page 62 / 86
SpaceX prepares $40 billion financing for AI computing
TradingView reviews SpaceX developments, including Starship’s first orbital flight, $40 billion in Nvidia chip financing and Starlink Mobile spectrum plans.
SPCXNvidiaStarshipStarlink800 MHz spectrum
1 source · TradingView
Sandisk shifts toward AI and data-center output before results
Sandisk is shifting production toward AI and data centers after a 84.6% Q4 gross margin; its next earnings update is due on October 29, 2026.
SNDKNASDAQ:SNDK
1 source · TradingView
AMD Steps Up AI Expansion With MI450 Plans and World Labs Deal
TradingView reviews AMD’s AI and server expansion: higher CPU forecasts, a possible 2GW MI450 rollout with Anthropic, World Labs purchase and HBM efforts.
AMDMI450EPYCHBMTSMCFoxconn
1 source · TradingView
Nike Faces Multi-Year Sales Pressure as Ratings and Targets Fall
TradingView says Nike faces weaker sales, rising leverage and cash burn as analysts cut ratings and targets while the company restructures its operations.
NKES&P 500GoogleFormula 1
1 source · TradingView
Netflix lifts revenue and buybacks as growth momentum slows
TradingView says Netflix grew second-quarter revenue and operating income while expanding advertising, content investment and share repurchases.
Netflix (NFLX)
1 source · TradingView
ARM and Qualcomm clash over licensing ahead of quarterly results
TradingView reports an ARM-Qualcomm court fight over licenses, royalties and patches. ARM is due to report fiscal Q2 2027 results on Nov. 4, 2026.
ARMQualcommNASDAQ:ARM
1 source · TradingView
Microsoft weekly recap: Azure growth and surging AI spending
Microsoft posted $90 billion in revenue and 43% Azure growth, launched new AI products, and saw Scotiabank raise its price target to $615.
MSFTNASDAQ
1 source · TradingView
Micron reports record revenue and expands its buyback authorization
Micron posted $54.23 billion in fourth-quarter revenue, raised its buyback authorization to $35.16 billion and outlined major AI spending.
Micron Technology (MU)NvidiaDRAMNANDHBM
1 source · TradingView
Qualcomm posts softer Q3 as new chips target AI and data centers
Qualcomm’s Q3 revenue fell 4%, while automotive growth and data-center agreements supported its expansion plans amid legal and regulatory risks.
QCOMNASDAQSemiconductor stocks
1 source · TradingView
Tesla tops delivery estimates as AI spending pressures cash flow
Tesla’s Q3 deliveries beat estimates but fell 2.1% year over year. Rising investment in AI, robotaxis and factories is drawing scrutiny before Oct. 21.
TeslaTSLANASDAQ
1 source · TradingView
Palantir lifts revenue outlook after quarterly sales jump 93%
Palantir posted $1.94 billion in second-quarter revenue and lifted full-year guidance to $8.15–$8.16 billion amid strong demand.
NASDAQ:PLTR
1 source · TradingView
AST SpaceMobile faces launch delays as 2027 revenue view is cut
TradingView cites AST SpaceMobile’s $31.5M Q2 revenue, $2.72B cash balance and William Blair’s reduction of its 2027 forecast to $459M.
ASTS
1 source · TradingView
Moderna to report oncology vaccine data and Phase 3 results Oct. 24
Moderna will present Phase 3 and full cancer vaccine results with Merck on Oct. 24 in Madrid, amid management changes and market scrutiny.
MRNAMerckNASDAQ-100Regeneron
1 source · TradingView
TradingView: Oracle faces deal scrutiny, breach and $50B funding plan
Oracle is dealing with scrutiny of its OpenAI cloud deal, a major breach, layoffs and plans to raise up to $50 billion in 2026.
ORCLOracle corporate bondsAMDMetaNvidiaOpenAI
1 source · TradingView
CoreWeave reports revenue jump and major AI backlogs
CoreWeave posted $2.6B in quarterly revenue, up 112%, with large Meta, OpenAI and Jane Street backlogs as it expands AI capacity.
CRWVNVDA
1 source · TradingView
TradingView: Robinhood broadens trading access as HOOD targets rise
Robinhood reported higher revenue and a record margin book, expanded trading hours and crypto plans, while analysts raised their targets for HOOD.
NASDAQ:HOODBTCETHSOLEUR/USDS&P 500
1 source · TradingView
Rocket Lab plans $8B Iridium deal as Neutron tests near
TradingView cites Rocket Lab’s planned $8B Iridium purchase, Q4 2026 Neutron pad delivery, NASA interest and recent ARK fund buying.
RKLB
1 source · TradingView
Nebius reports sharp revenue growth after Inferize deal
Nebius reported Q2 revenue of $582.3M and adjusted EBITDA of $236.2M; Rosenblatt initiated coverage with a Buy rating and a $304 target.
NBISGPUs
1 source · TradingView
Intel grows foundry revenue as CPU market share continues to fall
Intel expanded foundry revenue and advanced its 14A process, but its shares of laptop and desktop CPU markets declined amid legal scrutiny.
INTCAMDQCOM
1 source · TradingView