The fund rose 18.58% in the October 22, 2026 session, implying CoreWeave fell about 9.3%. Neocloud stocks had been under pressure since October 14, when CoreWeave shares fell sharply and one of its bond yields touched 15%. HSBC reiterated a bearish view on CoreWeave'sDebton …
Lockheed Martin (NYSE:LMT) released third quarter 2026 results on October 22, 2026. Net sales were USD 20.7 billion against USD 18.6 billion a year earlier, net earnings were USD 1.8 billion, andBusinesssegment operating profit rose 10% to USD 2.23 billion.Operating Cash Flowwas USD 3.4 …
The fund rose 18.15% in the October 22, 2026 session, implying Applied Digital fell about 9.1%. No company release was found for the day. The drop came in a broad AI and semiconductor selloff and amid fresh worries about AI infrastructure financing. Lam Research …
Palantir Technologies (NASDAQ:PLTR) reported second quarter 2026 results on August 4, 2026. Revenue was USD 1.935 billion, up 93%. U.S. revenue was USD 1.573 billion, up 115%, with U.S. government revenue of USD 809 million, up 90%. Net dollar retention was 157% and remaining …
The fund rose 16.84% in the October 22, 2026 session after falling 9.49% on October 21, when IREN rose. The latest gain implies IREN fell about 8.4%. The trigger was a broad AI and semiconductor selloff plus fresh worries about neocloud financing. Lam Research …
Lululemon Athletica (NASDAQ:LULU) reported second quarter fiscal 2026 results on September 3, 2026. Net revenue fell 4% to USD 2.4 billion, or 5% in constant dollars, and comparable sales fell 9%. Americas comparable sales fell 12%, while international revenue grew 4%. GrossMarginrose 200 basis …
Circle Internet Group (NYSE:CRCL) reported second quarter 2026 results on August 5, 2026. Total revenue and reserve income was USD 701 million, up 7%, while net income from continuing operations was USD 48 million, a swing of USD 530 million from a prior-year loss …
The fund rose 16.02% in the October 22, 2026 session, implying Sandisk fell about 8.0%. Sandisk had already fallen about 20% in October through October 15, after Chinese memory maker ChangXin announced DRAM design progress on October 10 and 11, and on top of …
Camtek (NASDAQ:CAMT) makes inspection and metrology equipment used in advanced semiconductor packaging. In a filing dated October 14, 2026 it said preliminary third quarter revenue was USD 160 million to USD 161 million, up 27% from a year earlier and above its prior guidance. …
The fund rose 14.79% in the October 22, 2026 session, implying Meta fell about 7.4%, simple arithmetic ignoring fees. Meta reported after the close on October 21, beating revenue and EPS estimates, but investors focused on spending. The shares fell about 7% on the …