Why stocks rose and fell on Oct 22, 2026

• Market pulseFDA accepts Vyglxia resubmission for review, lifting Biohaven 37% in Thursday pre-market trading
• BenzingaBiohaven Announced FDA Accepts NDA Resubmission For VYGLXIA (Troriluzole) In Spinocerebellar Ataxia
• Investing.comBiohaven stock surges 25% on FDA acceptance of drug filing

• Market pulseAbbVie HS trial data lifts MoonLake 23% on placebo-rate debate
• BenzingaWatching MoonLake Immunotherapeutics; Shares Trading Higher After AbbVie Reports Phase 3 INTREPID Results For Competing Hidradenitis Suppurativa Drug; MoonLake Awaits FDA Review of Its Tri-Specific Nanobody Sonelokimab
• BenzingaWhat's Going On with MoonLake Immunotherapeutics Stock on Thursday?

• Market pulsePool Corp beats Q3 2026 estimates with non-GAAP EPS $3.40 and revenue $1.5B, confirms FY adjusted EPS guidance $10.87-$11.17
• Market pulsePool Corp beats Q3 estimates, reaffirms EPS guidance and raises full-year revenue outlook amid ongoing gross margin pressure
• GlobeNewswirePool Corporation Reports Third Quarter Results; Confirms Annual Earnings Guidance Range

The trigger was the quarterly report: EPS 0% year over year, 1.3% above the estimate.

No news on Concentrix today. The Technology sector moved −2.18% (median).

• Market pulseSpotify posts Q3 margin beat and strong subscriber growth, guides to roughly $918 million Q4 operating income
• BenzingaHere’s How Much You Would Have Made Owning Spotify Technology Stock In The Last 5 Years
• Business WireSpotify Technology S.A. Releases Results for Third Quarter 2026

The trigger was the quarterly report: EPS −27% year over year, 10.9% below the estimate.

• Market pulseAllegion beats Q3 estimates with non-GAAP EPS $2.60 on $1.17B revenue, guides full-year EPS to $9.05-$9.10
• Market pulseAllegion beats Q3 estimates and raises 2026 revenue and EPS guidance on strong Americas non-residential demand
• Business WireAllegion (NYSE: ALLE) Reports Q3-2026 Financial Results

The trigger was the quarterly report: EPS +13% year over year, 3.9% above the estimate.

• Market pulseRyder System lifts 2026 outlook, guiding non-GAAP EPS to $14.85–$15.05 and ROE to 18%–19% after Q3 beat
• Market pulseRyder raises 2026 EPS outlook to $14.85–$15.05 and ROE to 18%–19% as FMS margins and used vehicle pricing strengthen
• Business WireRyder Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +21% year over year, 4.3% above the estimate.

• Market pulseRoper Technologies Q3 2026 non-GAAP EPS $5.89 beats, raises FY EPS view to $22.35–$22.40, pauses share repurchases
• Market pulseRoper beats Q3 non-GAAP EPS guidance, raises FY adjusted EPS outlook to $22.35–$22.40, highlights early AI monetization
• GlobeNewswireRoper Technologies Announces Third Quarter Financial Results

The trigger was the quarterly report: EPS +15% year over year, 1.7% above the estimate.

• Market pulseQ3 growth, maintained outlook and $200 million buyback lift Rentokil ADR 9.7% pre-market
• Investing.comRentokil Initial expects 2026 profit to meet market forecasts, shares jump
• Fiscal.AiRentokil Initial Finance Chief to Step Down in January 2027

• Market pulseTreasury-yield plunge drives Lennar 7.6% higher in broad homebuilder rally after Pulte’s report
• Fiscal.AiLennar Breaks Ground on The Premiere at Monmouth
• Fiscal.AiLennar Announces Grand Opening of King Oaks Community in Georgia

• Market pulseBlackstone Q3 distributable earnings beat estimates as AUM hits $1.37T and CFO sees higher Q4 performance fees, reiterates 2027 fee growth outlook
• Market pulseBlackstone Q3 distributable earnings $1.72B ($1.32/share) beat estimates as AUM climbs 10% to $1.37T and fees grow
• Fiscal.AiBlackstone Energy Transition Partners Executive Discusses Grid Constraints at Energy Forum

The trigger was the quarterly report: EPS −13% year over year, 5.1% above the estimate.

• Market pulseP&G earnings beat sparks staples rally, lifting General Mills 6.5% during regular trading
• Food DiveGeneral Mills brings Epic into meat sticks
• Fiscal.AiGeneral Mills Announces Commemorative Wheaties Box Featuring Muhammad Ali

No news on Sasol today. The Basic Materials sector moved −3.25% (median).

• BenzingaTexas Attor­ney Gen­er­al Ken Pax­ton Secures Set­tle­ment With Lul­ule­mon To Enforce Chem­i­cal Safe­ty Stan­dards And Pro­tect Con­sumers From Harm­ful Chem­i­cals In Activewear
• BenzingaWolfe Research Initiates Coverage On Lululemon Athletica with Underperform Rating, Announces Price Target of $75
• Fiscal.AiLululemon Agrees to Chemical Safety Compliance Deal With Texas

No news on HP today. The Technology sector moved −2.18% (median).

No news on Costar today. The Real Estate sector moved +2.70% (median).

No news on Accenture today. The Technology sector moved −2.18% (median).

• Market pulseNasdaq beats Q3 2026 estimates with non-GAAP EPS $1.04, 18% solutions revenue growth, raises 2026 expense outlook on M&A
• Market pulseNasdaq confirms December 6, 2026 launch date for 23/5 trading on the Nasdaq Stock Market
• GlobeNewswireRobot Consulting Co., Ltd. Notified of Anticipated Delisting from The Nasdaq Stock Market

The trigger was the quarterly report: EPS +18% year over year, 2.3% above the estimate.

• Market pulseLockheed Martin beats Q3 estimates, raises 2026 guidance and commits $7B to F-35 projects under 10-year Pentagon framework, ramping production to 156 jets per year
• Market pulseLockheed Martin posts double-digit growth, record $292B backlog and raises 2026 sales, profit and cash outlook
• BenzingaTesla, Lockheed Martin And 3 Stocks To Watch Heading Into Thursday

The trigger was the quarterly report: EPS +15% year over year, 6.0% above the estimate.

No news on HubSpot today. The Technology sector moved −2.18% (median).

No news on QXO today. The Industrials sector moved −0.57% (median).

No news on Gartner today. The Technology sector moved −2.18% (median).

• Fiscal.AiKraft Heinz Files Lawsuit Against UnitedHealth Group

• Market pulseCSX posts record Q3 2026 revenue and EPS beat, raises 2026 revenue growth outlook to high single digits
• Market pulseCSX posts record Q3 revenue and EPS beat, widens margin and raises 2026 revenue outlook to high single digits
• GlobeNewswireCSX Corp. Announces Third Quarter 2026 Results

The trigger was the quarterly report: EPS +30% year over year, 7.4% above the estimate.

• GlobeNewswireSmall Business Owners Putting up Personal Assets to Keep Businesses Afloat, New Equifax Canada Survey Finds
• Fiscal.AiEquifax Canada Releases Survey on Small Business Financial Challenges
• BenzingaArgus Research Upgrades Equifax to Buy

• Market pulseAmerican Water’s Pennsylvania subsidiary secures $42.65M in PENNVEST grants and low-interest loans for water and wastewater projects
• PR NewswireAmerican Water Employees Contribute Nearly 2,400 Volunteer Hours During Companywide AmerICANs in Action! Month of Service
• Fiscal.AiAmerican Water Announces Results of 'AmerICANs in Action!' Month of Service

• Fiscal.AiKeefe, Bruyette & Woods Adjusts D.R. Horton Price Target

• Market pulseAdobe becomes Official AI Fan Experience Partner of BWT Alpine Formula One Team from 2027 season
• BenzingaExploring The Competitive Space: Adobe Versus Industry Peers In Software
• PR NewswireAdobe and BWT Alpine Formula One Team Partner to Fuel Fan Engagement with AI-powered Experiences

• Fiscal.AiBest Buy Partners With The Handy Foundation to Launch Creative Careers Workforce Pathway Program

• Earnings WhispersGoDaddy's 42% Rally Puts Aero's Promise On Trial Against A Cannibalized Core

• Market pulseCognizant to acquire Australia-based AI-led SAP transformation firm DyFlex Solutions to bolster AI and SAP capabilities in Australia and New Zealand
• Market pulseCognizant launches Cognizant AI Nexus, a modular multi-model AI operating layer for enterprise-wide AI cost, quality and results governance
• PR NewswireCognizant to Acquire DyFlex Solutions, Accelerating AI-Led Enterprise Transformation for SAP Clients in Australia and New Zealand

No news on Check Point Software Technologies today. The Technology sector moved −2.18% (median).

No news on Blue Owl Capital today. The Financial sector moved +1.50% (median).

• Market pulsePulteGroup misses Q3 2026 estimates with EPS $2.53 vs $2.65 and revenue $4.0B (-10% YoY) vs $4.2B expected
• Market pulsePulteGroup holds margins but cuts volume expectations as demand slows late in Q3
• Business WirePulteGroup Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS −15% year over year, 4.5% below the estimate.

• Fiscal.AiUBS Adjusts Price Target on Kroger to $66 From $63, Maintains Neutral Rating
• Grocery Dive5 big numbers from Krogers Investor Day

• Fiscal.AiIntuit Ventures Participates in $35 Million Funding Round for Coast
• Fiscal.AiIntuit Acquires Sequence to Enhance Enterprise AI Strategy

• Fiscal.AiAres Infrastructure Funds Acquires 49% Interest in TransAlta Wind Portfolio

• Market pulseFalling Treasury yields lift Rocket 5% as mortgage and housing peers rally

• Fiscal.AiSmith & Nephew Announces Sterling Dividend Amount

• Market pulseBrown & Brown announces a 9% increase in its regular quarterly cash dividend to $0.18 per share, marking the company’s 33rd consecutive annual dividend raise.
• Market pulseBrown & Brown launches COMPASS AI risk analysis platform and raises regular quarterly cash dividend 9% to $0.18, 33rd consecutive annual increase
• GlobeNewswireBrown & Brown, Inc. announces 9% increase in quarterly cash dividend rate

No news on Paychex today. The Technology sector moved −2.18% (median).

• Market pulseProcter & Gamble issues below-consensus FY 2027 core EPS guidance of $6.89-$7.11, after beating fiscal Q1 estimates
• Market pulseP&G posts volume-led 4% organic growth, maintains below-consensus FY 2027 core EPS guidance of $6.89-$7.11 despite rising cost headwinds
• BenzingaProcter & Gamble Gears Up For Q1 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts

The trigger was the quarterly report: EPS +1% year over year, 6.2% above the estimate.

• Market pulseRollins misses Q3 2026 estimates with non-GAAP EPS $0.34 and revenue $1.1B
• Market pulseRollins cuts 2026 organic growth outlook as AI-driven search hits residential customer acquisition
• PR NewswireROLLINS, INC. REPORTS THIRD QUARTER 2026 FINANCIAL RESULTS

The trigger was the quarterly report: EPS 0% year over year, 1.3% below the estimate.

• Market pulseJack Henry integrates Greenlight family banking into Banno digital banking platform for bank and credit union clients
• Business WireGreenlight Collaborates With Jack Henry to Bring Its Leading Family Banking Solution to More Financial Institutions in Banno

No news on Copart today. Its industry peers (Specialty Business Services) that day: “Equifax-led employment-data rally lifts First Advantage 7%, reinforced by recent ID.me launch”.

• UnchainedFireblocks Executive Says Its Dynamic Wallets Likely Help Power Bank Transfers on Fiserv

• Market pulseSouthwest Airlines beats Q3 2026 estimates with adjusted EPS $0.66, record $8.4B revenue, issues Q4 EPS $0.55–$0.80 and FY $2.60–$2.85 guidance
• Market pulseSouthwest posts record Q3 2026 RASM and 4.8-point margin expansion despite $820m fuel headwind, raises 2026 EPS outlook to $2.60–$2.85
• PR NewswireSOUTHWEST AIRLINES REPORTS THIRD QUARTER 2026 RESULTS; RECORD REVENUE PERFORMANCE DRIVES YEAR-OVER-YEAR MARGIN EXPANSION

The trigger was the quarterly report: EPS +500% year over year, 15.6% above the estimate.

• Fiscal.AiBofA Global Research Raises Biogen Price Target to $244
• BenzingaB of A Securities Maintains Neutral on Biogen, Raises Price Target to $244
• Fiscal.AiBofA Securities Adjusts Biogen Price Target

• Fiscal.AiKenvue Cancels Quarterly Conference Call Due to Pending Kimberly-Clark Transaction

No news on Dollar General today. The Consumer Defensive sector moved +3.68% (median).

• Earnings WhispersRyan Specialty Faces Its Toughest Organic Comparison As Casualty Competition Tests The Slowdown Story

No news on Constellation Brands today. The Consumer Defensive sector moved +3.68% (median).

• Earnings WhispersDaVita's Volume Recovery Faces A Margin Test As Rate And Cost Pressures Build

• Earnings WhispersErie Indemnity's Q3 Test: Can Online Quoting And New Auto Products Halt Shrinking Policy Counts?

No news on Carlyle today. The Financial sector moved +1.50% (median).

No news on McCormick today. Its industry peers (Packaged Foods) that day: “Tech-led defensive rotation lifts Campbell’s 7.7% alongside surging packaged-food peers during Thursday’s session”.

• Business WireFIS Research: UK Finance Leaders Back AI in Cash Management, Yet Almost a Third Cannot Measure What It Is Delivering

• Earnings WhispersRepublic Services Must Prove Its Environmental Solutions Turn As Street Edges Past Guidance
• BenzingaBaird Maintains Neutral on Republic Services, Raises Price Target to $245
• Fiscal.AiBaird Adjusts Price Target on Republic Services to $245 From $242

• Market pulseKaiser Aluminum misses Q3 EPS consensus with $1.89 on $1.21B sales, guides 2026 EBITDA growth to low end of 45%–55% range
• Market pulseKaiser Aluminum fiscal Q3 2026 non-GAAP EPS $1.89 misses estimates as revenue $1.2B (+44% YoY) beats expectations
• Business WireKaiser Aluminum Corporation Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +2% year over year, 20.1% below the estimate.

• Market pulseForgent Power Solutions appoints EVP of Finance Amy Ard as CFO, current CFO Ryan Fiedler to serve as external consultant
• Market pulseForgent Power Solutions preannounces fiscal Q1 2027 revenue and adjusted EBITDA above high end of prior guidance ranges
• Business WireForgent Announces CFO Transition

• Market pulseCarpenter Technology posts fiscal Q1 2027 EPS $3.25 on $798.2M sales, guides Q2 revenue to $192–$197M, reaffirms FY 2027 operating income outlook $850–$880M
• Market pulseCarpenter Technology posts fiscal Q1 2027 EPS $3.25, revenue $798.2M, beats EPS but misses revenue estimates
• GlobeNewswireCarpenter Technology Reports First Quarter Fiscal Year 2027 Results

The trigger was the quarterly report: EPS +34% year over year, 6.9% above the estimate.

• Market pulseModerna, Merck report detailed Phase 3 melanoma data showing V940 plus Keytruda cut recurrence or death risk 42% vs Keytruda
• Market pulseModerna, Merck release full Phase 3 melanoma data showing V940 plus Keytruda cuts recurrence or death risk 42% and distant metastasis or death 38%
• StocktwitsWhy Did MRNA, CVX, V Stocks Jump To 52-Week Highs Today?

• Market pulseOceaneering International posts Q3 2026 EPS $0.50 on revenue $784.6M, misses EPS but beats revenue estimates and issues 2027 EBITDA outlook of $430–$480M
• Market pulseOceaneering hits highest EBITDA since 2015 and issues cautious 2027 EBITDA outlook of $430–$480M on timing risk
• Business WireOceaneering Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −9% year over year, 15.6% below the estimate.

• Market pulseLam Research’s soft profit outlook and AI selloff drag Cohu 12.8% lower

• Market pulseMixed Meta, Tesla and Lam updates drive MACOM down 11% with optical peers
• Fiscal.AiMACOM Announces Date for Fourth Quarter and Fiscal Year 2026 Financial Results

• Market pulseAI-infrastructure financing fears drag Solaris 16% alongside Vertiv, Bloom Energy and GE Vernova

• Market pulseLam Research’s soft outlook and AI-financing worries drag Silicon Motion 15% with memory peers

• Market pulseMSC Industrial Direct posts Q4 2026 EPS $1.45 (+33% YoY), revenue $1.1B (+10% YoY), beats estimates and guides 80%-90% FY 2027 FCF conversion
• Market pulseMSC Industrial Direct delivers record Q4 sales with margin beat, EPS $1.45 on $1.1B revenue, guides strong Q1 ADS growth
• ACCESSWIREMSC Industrial Supply Co. Reports Fiscal 2026 Fourth Quarter and Full Year Results

The trigger was the quarterly report: EPS +33% year over year, 2.5% above the estimate.

• Market pulseGraco posts record Q3 2026 revenue $586.4M (+8% YoY) with non-GAAP EPS $0.81 (+11% YoY), misses EPS and revenue estimates
• Market pulseGraco posts record Q3 2026 revenue $586.4M but guides cautiously on industrial project timing and Q4 demand
• Business WireGraco Announces Technology Partnership with ABB to Bring High Torque ETM Technology to Data Center Cooling

The trigger was the quarterly report: EPS +11% year over year, 2.5% below the estimate.

• Market pulseFormFactor opens new Farmers Branch manufacturing facility to expand capacity for advanced semiconductor probe card technologies
• GlobeNewswireFormFactor Opens Farmers Branch Manufacturing Facility to Support Growing Demand for Advanced Probe Card Technologies
• BenzingaFormFactor Opens Farmers Branch Manufacturing Facility To Strengthen Operational Flexibility, And Support Growing Demand For Advanced Semiconductor Test Technologies

• Market pulseNokia beats Q3 estimates with EPS $0.10 (+45% YoY), revenue $5.8B (+3% YoY), reaffirms 2026 €2.1–2.6B profit guidance
• Market pulseNokia cuts 2026 free cash flow conversion outlook to 35%-55% from 55%-75% and warns AI-driven supply squeeze is a structural cost increase
• BloombergNokia Profit Beats Estimates as Data Centers Fuel Growth

The trigger was the quarterly report: EPS +45% year over year, 43.7% above the estimate.

• Market pulseFirstCash Holdings posts record Q3 results with 28% pawn segment revenue growth, raises quarterly dividend 10% to $0.46
• Market pulseFirstCash Holdings beats Q3 estimates with EPS $2.68, revenue $1.1B, posts record results and raises dividend 10% to $0.46
• GlobeNewswireFirstCash Reports Record Third Quarter Operating Results; Revenues and Earnings from Pawn Segments Grow 28%; Declares 10% Increase in Quarterly Cash Dividend

The trigger was the quarterly report: EPS +19% year over year, 1.8% above the estimate.

• Market pulseMaxLinear Inc is scheduled to announce earnings today after market close
• Market pulseMaxLinear posts Q3 2026 non-GAAP EPS $0.62 (+343% YoY) on revenue $218.1M (+72% YoY), beating estimates
• Business WireMaxLinear, Inc. Announces Third Quarter 2026 Financial Results

• Market pulseNo clear catalyst identified for BAND's 16% drop during Thursday regular session
• Market pulseNo clear catalyst identified for BAND's 13.5% regular-session drop

• Market pulseLam Research outlook miss drives Entegris 8% lower with chip-equipment peers Thursday morning

• Market pulseMixed Meta-Lam results trigger global AI-infrastructure selloff, driving nVent shares 10% lower
• Earnings WhispersNVent's Orders And Backlog Must Back Up Its AI Cooling Boom As Shares Lag

• Market pulseAI financing fears and post-earnings tech selloff sink Coherent 11% with optical peers
• GlobeNewswireCoherent Named One of TIME's America's Growth Leaders 2027
• Fiscal.AiCoherent Corp. Named to TIME's America's Growth Leaders 2027 List

• Market pulseLam Research posts record fiscal Q1 2027 revenue and margins, beats estimates, guides higher and raises 2027 WFE outlook above $200B
• Market pulseLam Research posts record Q1 results, raises 2027 WFE outlook above $200B as multiple Wall Street firms cut price targets on supply-constrained December-quarter outlook
• PR NewswireLam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026

The trigger was the quarterly report: EPS +75% year over year, 0.8% above the estimate.

• Market pulseMeta and Lam earnings revive AI-spending fears, dragging Celestica 10% lower with hardware peers

• Market pulseMeta earnings and Lam guidance trigger AI-chip selloff, sinking Semtech 11% Thursday

• Market pulseAI earnings disappointments and oil spike drag Lumentum 9% lower with optical peers
• BenzingaIf You Invested $1000 In Lumentum Holdings Stock 10 Years Ago, You Would Have This Much Today

• Market pulseLam Research profit outlook sparks chip selloff, dragging Astera Labs down 8.9%

• Market pulseTesla capex cut revives AI-spending fears, dragging Flex 10% with data-center infrastructure peers

• Market pulseLam guidance and global AI-spending fears drive ASE ADR down 8.6% by midday

• Market pulseMeta and Lam earnings trigger AI-optics selloff, dragging Fabrinet 10% by midday

• Market pulseMeta and Lam earnings deepen AI selloff, dragging Ciena 9.7% with optical peers

• Market pulseLam’s supply-constrained outlook and global AI rout drag Credo 9% lower by midday

• Market pulseAI capex doubts after Tesla, Meta results drag GE Vernova 7% with infrastructure peers
• Barrons.comGE Vernova Stock Is Down 10%. Blame Meta.
• Fiscal.AiGE Vernova Prepares for Q3 2026 Earnings Release

• Market pulseLam Research’s weak forecast and renewed AI selloff drag Teradyne 11% by late morning
• MarketWatchTeradyne Inc. stock underperforms Thursday when compared to competitors

• Market pulseRenewed AI doubts and rising oil batter chip stocks, sending Lattice down 11%
• Business WireLattice Semiconductor Appoints John McCool and Raejeanne Skillern to Board of Directors

• Market pulseCarpenter Technology’s premarket earnings selloff drags ATI nearly 7% lower at the open

• Market pulseBernstein’s Madison Rezaei cuts CoreWeave (CRWV) price target to $51 from $74, reiterates Underperform on challenged neocloud model, balance sheet concerns
• Barrons.comHow CoreWeave and the Neocloud Stocks Became AI's Battleground
• Yahoo FinanceWall Street's big CoreWeave stock bear is now even more bearish

• Market pulseAI financing fears pull Sterling 9% lower alongside data-center contractor peers Thursday
• BenzingaIf You Invested $1000 In Sterling Infrastructure Stock 5 Years Ago, You Would Have This Much Today

• Market pulseLam Research’s limited guidance upside drags KLA 5.6% lower at regular-session open

• Market pulseLam Research post-earnings rout drags Qnity 9% lower alongside semiconductor equipment peers

• Market pulseGlobal AI-stock selloff drags DigitalOcean 9.6% lower as financing and valuation fears return

• Market pulseLam Research supply constraints drag MKS nearly 9% lower with chip-equipment peers

• Market pulseLam earnings reaction and broad AI selloff drag SiTime 9% lower by midday

• Market pulseLam Research’s mixed outlook sparks chip selloff, dragging GlobalFoundries 8% lower by midday

• Market pulseLam guidance and Meta earnings trigger AI-chip rout, dragging Monolithic Power 8%
• Earnings WhispersMonolithic Power Must Prove Its AI Data Center Surge Is Real Demand, Not Stockpiling
• MarketWatchMonolithic Power Systems Inc. stock underperforms Thursday when compared to competitors

• Market pulseLam Research outlook triggers AI selloff, dragging Keysight 8.5% lower by midday
• Business WireKeysight and KTL Advance NR-NTN Validation for Satellite Connectivity
• Fiscal.AiKeysight Technologies Selected by Korea Testing Laboratory for NR-NTN Test Solutions

• Market pulseBloom Energy posts record Q3 2026 results with revenue $1.24B, non-GAAP EPS $0.94, raises 2026 revenue guidance
• Market pulseBloom Energy posts Q3 2026 results with non-GAAP EPS $0.94 (+527% YoY), revenue $1.2B (+138% YoY), beats estimates and raises 2026 revenue guidance
• StocktwitsBE Stock Is Up More Than 174% In 2026: Why This Analyst Sees Further 9% Upside

• Market pulseComfort Systems USA Inc reports fiscal Q3 2026 results with revenue $3.8B (+54% YoY), beats revenue estimates
• Market pulseComfort Systems USA Q3 2026 EPS $13.91 on revenue $3.77B, beating estimates, backlog rises to $17.81B
• BenzingaIf You Invested $100 In Comfort Systems USA Stock 20 Years Ago, You Would Have This Much Today

• Market pulseNo clear catalyst identified; isolated early pre-market pricing drops Marvell 5% before dawn
• Market pulseHormuz tanker-fire report and oil spike drag Marvell 5% pre-market alongside global chip peers
• BenzingaMarvell Feels Supply Chain Bottlenecks Pressure, Stock Drops Amid Tech Sell-Off

• Market pulseLam Research’s supply-constrained outlook and global AI selloff drag Sandisk 8.5% by midday
• Earnings WhispersSandisk's Wall Street Bar Sits Above Its Own Guidance As Contracted Demand Faces Test
• BenzingaSanDisk Stock Drops as AI Cost Worries Mount

• Market pulseMixed megacap earnings revive neocloud financing fears, driving IREN down 9.5% by late morning
• BenzingaWhy Is IREN Stock Falling on Thursday?

• Market pulseOil-driven precious-metals selloff pulls Coeur Mining down 8% during Thursday’s regular session

• Market pulseLam Research’s post-earnings selloff drags Applied Materials 5.2% lower in early pre-market

• Market pulseLam Research’s constrained guidance drives AMD 8% lower in broad semiconductor selloff
• StocktwitsNvidia Is Moving Deeper Into Intel, AMD Territory: Supermicro Rolls Out 256-CPU Vera Rack
• BenzingaAMD Stock Drops 7% in Chip Sell-Off - Here's Why

• Market pulseLam Research’s soft outlook fuels AI-infrastructure selloff, dragging Quanta Services down 7.4% by midday
• Market pulseBarron’s: Wall Street price-target cut on Quanta Services still implies roughly 30% upside from current levels
• Fiscal.AiGoldman Sachs Adjusts Price Target on Quanta Services to $781 From $902

• Market pulseMeta results revive AI-spending fears, dragging Corning 9% lower with optical-networking peers
• MarketWatchCorning Inc. stock underperforms Thursday when compared to competitors

• Market pulseNo clear catalyst identified; Intel drops 5% after Musk’s fresh Terafab spending commentary
• Market pulseIntel shares fall as chip stocks sell off after Lam Research warns that near-term supply-chain constraints are limiting its revenue guidance.
• Earnings WhispersIntel's Server Boom Faces A Supply Test As Stock Lags Its Own Turnaround

• Market pulseAI-stock rout and Middle East oil spike drag Seagate 8.5% lower by midday
• Fiscal.AiBofA Securities Maintains Buy Rating on Seagate Technology

• Market pulseAI financing and valuation fears drag Amphenol 8% lower alongside infrastructure peers

• Market pulseNo clear catalyst identified; Corcept underperforms a broad biotech selloff during regular trading
• Market pulseNo clear catalyst identified; Corcept falls 7.6% while biotech ETFs lose about 1.2%

• Market pulseGraco margin disappointment drags fluid-handling peers, sending Crane shares down 4.8% early

• Market pulseAI financing fears and sector rout drive Generac down 8% during regular trading

No news on Everpure today. Its industry peers (Computer Hardware) that day: “Lam Research’s supply-constrained outlook and global AI selloff drag Sandisk 8.5% by midday”.

• Market pulseCopper’s five-week-low selloff and weak quarterly output drive Southern Copper down 7.5%
• Fiscal.AiSouthern Copper Corporation Reports Third Quarter 2026 Financial Results
• BenzingaSouthern Copper Q3 EPS $2.15 Beats $1.92 Estimate, Sales $4.697B Beat $4.354B Estimate

• Fiscal.AiMongoDB Joins Agentic AI Foundation as Gold Member

• Market pulseLam Research's weak forecast helps trigger chip risk-off move, pulling Arm 5% pre-market

• Market pulseNebius plans larger asset-backed loans after $3.5B Citi facility, eyeing $40B long-term customer contracts as potential collateral
• Market pulseNebius details $3.5B Citi senior secured bridge loan with initial term SOFR plus 275 bps and collateral over substantially all parent and key subsidiary assets
• Business WireNebius secures $3.5 billion financing facility with Citi

• Market pulseAI-financing concerns and Lam guidance drag Arista 7% lower in regular trading
• Fiscal.AiArista Networks Named Overall LAN Solution of the Year at 2026 Mobile Breakthrough Awards

No news on Howmet Aerospace today. Its industry peers (Aerospace & Defense) that day: “AI-led technology and space-sector selloff drags MDA Space 7% lower by midday”.

• Fiscal.AiSIG Upgrades STMicroelectronics to Buy

• Market pulseMeta SEC filing details Founder Alignment pact stapling 80% of Zuckerberg’s new Class C shares with eight-year lockup
• MarketWatchMeta plans to bring Muse into corporate America
• TechCrunchMeta says Muse has over 10M users, with shopping a top activity

The trigger was the quarterly report: EPS +265% year over year, 41.4% below the estimate.

• Market pulseLam Research warns supply chain constraints are capping its revenue guidance, affecting semiconductor equipment peers including ASML

• Market pulseOil-driven gold selloff drags AngloGold 6.6% lower alongside major mining peers Thursday

• Market pulseAI-infrastructure selloff drags Parker-Hannifin down 5% alongside Eaton and Emerson in early trading

• Market pulseHormuz tanker fires and semiconductor weakness pull Dell 5% lower at the open
• BenzingaDell Stock Drops in Tech Sell-Off: Profit-Taking Hits AI Server Giant
• BenzingaHere’s How Much You Would Have Made Owning Dell Technologies Stock In The Last 5 Years

No news on Synopsys today. Its industry peers (Software - Infrastructure) that day: “AI data-center peer rally on power demand lifts NUAI 18% in regular hours”.

No news on Eaton today. Its industry peers (Specialty Industrial Machinery) that day: “AI-infrastructure selloff drags Parker-Hannifin down 5% alongside Eaton and Emerson in early trading”.

• Market pulseNo clear catalyst identified; bearish earnings preview accompanies Ingersoll Rand’s 3% opening gap
• Earnings WhispersIngersoll Rand Must Show July's Order Surge Can Outrun Its China Margin Squeeze
• Business WireIngersoll Rand Declares Regular Quarterly Cash Dividend

• Market pulseMicron Technology shares fall Thursday as Tesla’s cut to its spending forecast for this year weighs on chip stocks, according to MarketWatch.
• BenzingaMicron Introduces Quarterly Profit-Linked Bonuses Worldwide Following Taiwan Union Demands For Profit-Sharing
• BenzingaNeedham Reiterates Buy on Micron Technology, Maintains $1650 Price Target

• Market pulseRising copper inventories push metal to five-week low, dragging Freeport-McMoRan 6.6% lower with peers
• Fiscal.AiHSBC Adjusts Price Target on Freeport-McMoRan to $77 From $75

No news on Teck Resources today. Its industry peers (Copper) that day: “Copper’s five-week-low selloff and weak quarterly output drive Southern Copper down 7.5%”.

No news on Equinox Gold today. Its industry peers (Gold) that day: “Oil-driven gold selloff drags AngloGold 6.6% lower alongside major mining peers Thursday”.

• Market pulseHormuz attacks lift oil and drive Ethereum lower, pulling BitMine down 8%

• Market pulseGraco and Hexcel earnings disappointments drag ITT 6% lower with industrial peers

• Market pulseFreedom Broker downgrades Agnico Eagle Mines to Hold from Buy, cuts price target to $212 from $255
• Fiscal.AiAgnico Eagle Mines Limited Invests $1 Million in W2 Critical Minerals Corp.
• Investing.comAgnico, Barrick, and Newmont fall following broad Freedom Broker downgrades

No news on Pan American Silver today. Its industry peers (Gold) that day: “Oil-driven gold selloff drags AngloGold 6.6% lower alongside major mining peers Thursday”.

• Market pulseMeta earnings rekindle AI-spending fears, dragging Tempus 9% lower with growth peers

• Market pulseBWX Technologies issues a Business Wire statement today clarifying recent media reports about a potential Poland investment.
• Business WireBWXT Clarifies News Reports Regarding Potential Poland Investment
• BenzingaBWXT Clarifies News Reports On Poland Investment; Says No Investment Decision Has Been Made

• Market pulseMSC Industrial earnings selloff drags Applied Industrial Technologies down 4% after the opening bell
• Benzinga$100 Invested In Applied Industrial Techs 5 Years Ago Would Be Worth This Much Today

• Market pulseMorgan Stanley raised its price target on Constellation Energy to $378 from $369 while reiterating an Overweight rating.
• StocktwitsNuclear Energy Analyst Roundup: Wall Street Weighs In On OKLO, SMR, CEG, VST, LEU Stocks
• Fiscal.AiConstellation Energy Shares Rally Amid AI Data Center Electricity Demand

• Fiscal.AiAramark Files Lawsuit Against UnitedHealth Group Over Claims Handling

• Benzinga'Datadog Recently Offered To Buy Cloud Cybersecurity Startup Upwind Security For Nearly $4 Billion; Upwind, Which Hasn’t Accepted The Offer, Is Finalizing A $300 Million Funding Round At A Roughly $3.8 Billion Valuation' - The Information
• Fiscal.AiDatadog Reportedly Offers Nearly $4 Billion for Upwind Security
• StocktwitsDatadog Reportedly Bids Nearly $4B For Cloud Security Startup Upwind To Fortify AI Defenses

• BenzingaHere's How Much $100 Invested In EMCOR Group 20 Years Ago Would Be Worth Today

• Fiscal.AiAnalyst Price Target Adjustments for NRG Energy
• BenzingaHSBC Initiates Coverage On NRG Energy with Buy Rating, Announces Price Target of $179
• Fiscal.AiHSBC Initiates Coverage of NRG Energy with Buy Rating

• Market pulseAI-spending doubts trigger data-center selloff, dragging Johnson Controls 6.6% lower during Thursday’s session

• Market pulseRobinhood MENA wins DFSA license to serve retail investors across Middle East, targets 2027 product launch
• BenzingaRobinhood, Coinbase Face a New Rival as Bybit Eyes US Entry
• Fiscal.AiRobinhood Receives Approval to Launch Retail Investing Platform in the Middle East

• Market pulseGraco’s weak outlook and RBC margin preview drive 4% machinery-sector selloff after open
• Earnings WhispersRBC Bearings Faces Margin Normalization Test As Street Sits Above Its Revenue Guide

No news on Mueller Industries today. Its industry peers (Metal Fabrication) that day: “Carpenter Technology’s premarket earnings selloff drags ATI nearly 7% lower at the open”.

• BenzingaWhat's Going On with AST SpaceMobile Shares On Thursday?

• Market pulseSuper Micro Computer issues preliminary Q1 FY27 outlook with revenue $18.5–$19.5B and gross margin 12.0%–12.5%
• ReutersNasdaq leads Wall Street gains as SpaceX, Super Micro boost AI sentiment
• Fiscal.AiSupermicro Partners with Nokia and NVIDIA for AI-RAN Solutions

• Earnings WhispersMasTec's Q3 Tests Whether Grid, Pipeline And Superior Can Outrun A Communications Slump
• Fiscal.AiGoldman Sachs Maintains Buy Rating on MasTec, Adjusts Price Target

No news on ArcelorMittal today. Its industry peers (Steel) that day: “Iran-driven oil spike and global selloff drag Steel Dynamics 4.5% lower with steel peers”.

• Market pulseFreedom Broker downgrades Barrick Mining Corp to Hold from Buy, cuts price target to $46 from $54
• Investing.comAgnico, Barrick, and Newmont fall following broad Freedom Broker downgrades

No news on Nextpower today. The Technology sector moved −2.18% (median).

No news on Embraer today. Its industry peers (Aerospace & Defense) that day: “AI-led technology and space-sector selloff drags MDA Space 7% lower by midday”.

No news on Cadence Design Systems today. The Technology sector moved −2.18% (median).

No news on MicroStrategy today. The Technology sector moved −2.18% (median).