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
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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
Alphabet ramps up AI spending amid power deals and legal scrutiny
Alphabet expands AI and cloud investment, secures 3,590 MW in power deals and faces lawsuits, regulatory probes and a heavier debt burden.
GOOGGoogle CloudConstellationU.S. power marketWaymo
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
IREN scales back Bitcoin mining, pivots toward AI cloud services
IREN is reducing Bitcoin mining and expects to complete its exit by December while shifting its focus toward AI cloud services.
BitcoinIREN LimitedNASDAQ:IREN
1 source · TradingView
IonQ advances in DARPA program and expands platform sales
IonQ reached DARPA Stage C, signed an agreement through 2029 and reported platform sales to the University of Maryland and South Korea’s SDT.
IONQ
1 source · TradingView
Super Micro grows AI backlog as margins come under pressure
Super Micro reported a backlog above $60 billion and sales guidance up to $15.5 billion, while inventory surged and margins weakened amid a contractor case.
NASDAQ:SMCINvidia
1 source · TradingView
Coinbase wins CFTC clearance after closing $2.9B Deribit deal
TradingView reviews Coinbase milestones: CFTC clearance, the Deribit deal, planned Prime options and Q3 2026 estimates amid lawsuits and volatile shares.
COINCoinbase Clearing LLCDeribitUSDCBitcoin options
1 source · TradingView
CrowdStrike shares hit records as ARR climbs 25% year on year
CrowdStrike reported ARR of $5.84 billion and 27% subscription growth; brokers raised targets, while noting risks around pipeline conversion into spending.
CRWDNvidiaNASDAQ
1 source · TradingView
Amazon ramps up AI spending amid Decart talks and rising risks
Amazon is discussing a $7 billion Decart deal, expanding data-center spending and borrowing heavily, while AWS and advertising support its outlook.
AMZNAWSNvidiaU.S. corporate bondsU.S. Treasury yields
1 source · TradingView
Broadcom lifts AI outlook while warning of power-related delays
Broadcom posted strong fiscal third-quarter results and raised its AI targets, but warned that power constraints could delay accelerator shipments.
AVGONVDAFNGUInvesco PHLX Semiconductor ETFPacer Data & DigitalGoogle TPU
1 source · TradingView
Strategy lifts Bitcoin holdings to 848,000 BTC before Oct. 29 update
TradingView says Strategy bought 334 BTC, raised holdings to 848,000 and reported $20.91B in Q3 fair value amid new share issuance before key October votes.
BTCMSTRSTRCSTRFSTRKSTRD
1 source · TradingView
Rupee gains 96 paise to end at 95.75 per US dollar
The rupee posted its strongest one-day rise in over six months after RBI measures targeted dollar demand and speculative bets, while stocks fell.
USD/INRDollar IndexBrentSensexNiftyIndia FX reserves
1 source · CNBC TV18
TD Cowen resumes Northern Trust coverage with a Hold rating
TD Cowen restarted coverage of Northern Trust with a Hold rating and a $175 target. An Oct. 8 Form 8.3 reported no holder positions.
NTRS
1 source · TradingView