Good morning. Stocks fell on Tuesday as the 10-year Treasury yield (^TNX) jumped to 4.93% after a hotter-than-expected October inflation reading, strengthening expectations for a rate hike next month. Long-dated bond yields, which serve as a benchmark for borrowing costs, were already rising after Fed governor Chris Waller said, ahead of the inflation report, that he would leave

Sea (NYSE:SE) exceeds Q3 2026 expectations but stock drops E-commerce and gaming company Sea (NYSE:SE) beat Wall Street’s revenue expectations in Q3 2026, with revenue up 39% year on year to $8.58 billion. Its GAAP profit of $0.78 per share was 1.6% below analysts’ consensus estimates. For more on Sea, read our full research report.

Dip buyers didn’t wait long. Two sessions after the S&P 500’s worst day in 18 months, stocks added more than $1.6 trillion in value, even as Nvidia kept sliding. The S&P 500 (^GSPC) was up about 2.3% Monday afternoon, its best day in seven months, while the Nasdaq-100 rose more than 3.4%, its best since

BofA said Nvidia’s uncertainty could benefit AMD and other rivals, but broader China scrutiny could increase sector volatility. AMD’s EPYC processors power host servers for Google Cloud’s TPU 8tx, expanding its role in AI infrastructure. AMD expects revenue growth above 80% in 2027, with server revenue doubling and data-center AI growing faster. Shares of Advanced

Building supply company QXO (NYSE:QXO) was conceived and built by entrepreneur Brad Jacobs. News that he’s starting yet another company might have spooked investors, but instead, it’s helping to drive QXO shares higher today. At 11:05 a.m. ET, the stock was trading higher by 16.7%. Missed AI’s “Act 1”? Act 2 Could Be 16x Bigger.

Rocket Lab booked eight Neutron missions worth over $515 million, bringing its backlog to 16 launches. Neutron’s base pricing rose to $70 million from $55 million, with new slots stretching into the 2030s. Rocket Lab expects further Electron and HASTE price increases. Shares of Rocket Lab (RKLB) tumbled over 7% overnight late Monday after the

The biotech firm posted a loss of $0.18 per share, wider than consensus estimates of about a $0.08 per-share loss. Anktiva combined with BCG met the primary goal of a Phase 3 trial in BCG-Naïve NMIBC Israel became the 35th country to approve Anktiva Plus BCG for BCG-Unresponsive NMIBC with Carcinoma in Situ with or

Quick Read Trade Desk (TTD) granted CEO Jeffrey Green options on 7 million shares in September, then reset executive options in October, while no executive bought shares. RSPC holds the largest ETF weight in Trade Desk at 4.33%, while RSP and IVV hold far smaller stakes of 0.18% and 0.01%. Trade Desk shareholders got no

It’s been a rough few weeks to own CoreWeave (NASDAQ:CRWV) or Nebius Group (NASDAQ:NBIS). Both stocks have lost close to half their value since early October. Both companies report earnings this week — CoreWeave on Tuesday, followed by Nebius on Thursday — that may have serious consequences for shareholders. Here’s what to know ahead of

Voyager Technologies (NYSE:VOYG)stock rocketed nearly 17% through 2:10 p.m. ET Monday on news that NASA has chosen it (and seven other companies) to perform lunar cargo deliveries worth up to $10 billion. Image source: Getty Images. Missed AI’s “Act 1”? Act 2 Could Be 16x Bigger. Most investors think they missed the AI boat because

The artificial intelligence (AI) investment boom is showing many of the hallmarks of a market bubble, with soaring valuations, rising leverage and increasingly speculative capital flows prompting warnings from veteran investors at the New Orleans Investment Conference. During a popular annual panel discussion titled “Booms, Busts and Bubbles,” mining financier Frank Giustra, market commentator Jim

Quick Read Tesla jumps 5% even as Elon Musk admits Cybertruck demand outstrips production and Tesla must refund deposits before ending the line in eight months. Lucid surges 8% into earnings, but five straight EPS misses and a $1 billion-plus quarterly cash burn make the report a high-stakes test. Uber’s commitment to 35,000 Lucid robotaxis

Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) has never spent this much on its own stock in one quarter. The company spent about $9.6 billion on repurchases in the third quarter of 2026. This inches past the nearly $9.3 billion it spent in the third quarter of 2020. At Berkshire, a buyback also says something about price. The company