Stocks & AI: what moved, and why
AI board Wed, Nov 4
DDOG -14.4% ANET +5.0% ORCL -1.9% VST -13.8% DLR +2.6% ETN -9.9% SMCI -5.7% AMD +1.0% HUT -23.2% GEV -9.3% CIFR -20.0% AMZN +6.1% MSFT +6.7% EQIX +3.9% ISRG +9.4% VRT -12.9% MRVL -7.1% QCOM +5.3% WULF -6.6% BEP +2.0% CEG -6.7% ARM -5.3% DELL -8.8% INTC -3.8%

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  1. Louisiana-Pacific declares $0.30 dividend
    LPX +6.8%2 sourcesSeeking Alpha ·
  2. Globus Medical lowers 2026 revenue outlook to $3.09B while reiterating non-GAAP EPS of $4.95-$5.05
    GMED +9.4%2 sourcesSeeking Alpha ·
  3. Artivion outlines 2026 revenue of $484M to $492M while preparing January 2027 NEXUS launch
    AORT +11.6%3 sourcesSeeking Alpha ·
  4. 10x Genomics forecasts $625M-$635M 2026 revenue as it targets ~50 Atera shipments by year-end
    TXG +3.4%2 sourcesSeeking Alpha ·
  5. Budget raises questions about defence spending targets after 2030
    2 sourcesBNN Bloomberg ·
  6. Conduent outlines path to 1.5 turns net leverage in 2028 as ASCEND plan targets double-digit adjusted EBITDA margins
    CNDT +10.7%2 sourcesSeeking Alpha ·
  7. BILL anticipates FY 2027 non-GAAP EPS of $3.99 to $4.15 as it targets ~33% non-GAAP operating margin
    BILL +4.1%2 sourcesSeeking Alpha ·
  8. Ottawa to shift more temporary residents to permanent status as broad levels flatten
    2 sourcesBNN Bloomberg ·
  9. Turtle Beach reaffirms 2026 revenue of $335M-$355M amid retailer load-in shift to Q4
    TBCH +7.2%2 sourcesSeeking Alpha ·
  10. Federal budget unveils new tax measures aimed at growing businesses in Canada
    2 sourcesBNN Bloomberg ·
  11. Icu Medical signals 2026 results toward high end of $415M-$435M EBITDA and $8.60-$9 EPS range as logistics consolidation normalizes
    ICUI +6.7%2 sourcesSeeking Alpha ·
  12. Xponential Fitness Non-GAAP EPS of $0.04 misses by $0.11, revenue of $62.3M misses by $0.7M
    XPOF -0.4%2 sourcesSeeking Alpha ·
  13. Why is Astera Labs stock tumbling today?
    ALAB -4.4%3 sourcesInvesting.com ·
  14. Clarus Non-GAAP EPS of $0.15 beats by $0.10, revenue of $71.2M beats by $4.36M
    CLAR -2.9%2 sourcesSeeking Alpha ·
  15. Nkarta GAAP EPS of -$0.45 misses by $0.03
    NKTX +13.1%2 sourcesSeeking Alpha ·
  16. Adicet Bio GAAP EPS of -$1.76 misses by $0.17
    ACET -2.2%2 sourcesSeeking Alpha ·
  17. Granite Ridge Resources Non-GAAP EPS of $0.17 beats by $0.05, revenue of $177.21M beats by $16.61M
    GRNT -9.4%2 sourcesSeeking Alpha ·
  18. Janux Therapeutics GAAP EPS of -$0.34 beats by $0.14, revenue of $9.29M beats by $2.87M
    JANX +2.0%2 sourcesSeeking Alpha ·
  19. IBEX Holdings gives Q1 results
    IBEX +0.7%2 sourcesSeeking Alpha ·
  20. Abacus Global Management Non-GAAP EPS of $0.29 beats by $0.01, revenue of $76.9M beats by $2.36M
    ABX +5.0%2 sourcesSeeking Alpha ·
  21. Why is Ameren stock climbing today?
    AEE +2.5%3 sourcesInvesting.com ·
  22. TerrAscend GAAP EPS of -$0.02 misses by $0.01, revenue of $68.2M beats by $1.4M
    TSND.TO -5.3%2 sourcesSeeking Alpha ·
  23. Phio Pharmaceuticals GAAP EPS of -$0.36 in-line
    PHIO -3.7%2 sourcesSeeking Alpha ·
  24. vTv Therapeutics GAAP EPS of -$0.94 beats by $0.15
    VTVT +2.0%2 sourcesSeeking Alpha ·
  25. Playboy GAAP EPS of $0.02, revenue of $31.7M beats by $1.35M
    PLBY +3.4%2 sourcesSeeking Alpha ·
  26. Alector GAAP EPS of $1.11 beats by $1.10
    ALEC +11.2%2 sourcesSeeking Alpha ·
  27. Astrana Health Non-GAAP EPS of $0.71 misses by $0.17, revenue of $1.02B in-line
    ASTH +8.0%2 sourcesSeeking Alpha ·
  28. PDF Solutions Non-GAAP EPS of $0.40 beats by $0.07, revenue of $68.3M beats by $0.82M
    PDFS -5.7%2 sourcesSeeking Alpha ·
  29. StandardAero Non-GAAP EPS of $0.39 beats by $0.01, revenue of $1.56B in-line
    SARO +1.9%2 sourcesSeeking Alpha ·
  30. StepStone Non-GAAP EPS of $0.66 beats by $0.10, revenue of $773.14M beats by $451.49M
    STEP +4.6%2 sourcesSeeking Alpha ·
  31. Funko Non-GAAP EPS of $0.16 beats by $0.06, revenue of $258.3M beats by $9.36M
    FNKO +4.5%2 sourcesSeeking Alpha ·
  32. WillScot Non-GAAP EPS of $0.29 beats by $0.01, revenue of $601M beats by $14.3M
    WSC -1.5%2 sourcesSeeking Alpha ·
  33. FIGS GAAP EPS of $0.10 beats by $0.03, revenue of $190.7M beats by $7.87M
    FIGS +5.4%2 sourcesSeeking Alpha ·
  34. Delta Air Lines must face lawsuit over ’window seats’ that have no windows
    DAL +7.2%3 sourcesInvesting.com ·
  35. Allogene Therapeutics GAAP EPS of -$0.15 in-line
    ALLO +6.3%2 sourcesSeeking Alpha ·
  36. Sana Biotechnology Non-GAAP EPS of -$0.14 misses by $0.01
    SANA +4.9%2 sourcesSeeking Alpha ·
  37. Castle Biosciences Non-GAAP EPS of -$0.13 beats by $0.22, revenue of $102.9M beats by $9.99M
    CSTL +1.7%2 sourcesSeeking Alpha ·
  38. Fidelity National Financial Non-GAAP EPS of $1.32 in-line, revenue of $3.58B misses by $200M
    FNF +4.6%3 sourcesSeeking Alpha ·
  39. Profound Medical reports Q3 results
    PRN.TO +1.3% PROF +2.4%2 sourcesSeeking Alpha ·
  40. Gildan Activewear cuts FY26 outlook on a 'rapid change in conditions'
    GIL +6.6%3 sourcesSeeking Alpha ·
  41. Surf Air Mobility GAAP EPS of -$0.16 misses by $0.01, revenue of $36.5M beats by $0.88M
    SRFM -0.3%2 sourcesSeeking Alpha ·
  42. Retail traders dump the most stocks in a single day since Covid sell-off
    2 sourcesCNBC ·
  43. Faber Report: Liberty Media acquires high-vote Series B shares of John C. Malone related-enterprises
    FWONA +3.6% FWONK +3.5%3 sourcesCNBC ·
  44. indie Semiconductor Non-GAAP EPS of -$0.05 misses by $0.01, revenue of $70.2M in-line
    INDI +6.0%2 sourcesSeeking Alpha ·
All of today's news →