Zebra Technologies Stock Falls 10% as Memory Costs Hit Margins
Zebra (ZBRA) beat Q3 estimates and raised its 2026 outlook, but memory chip costs cut gross margin to 46%.
Daily Digest
Daily Digest
Zebra (ZBRA) beat Q3 estimates and raised its 2026 outlook, but memory chip costs cut gross margin to 46%.
Alibaba (BABA) closed at $101.50 while Hong Kong's tech index gained 2.25% after a rough October.

They Said Buy tracks stock calls from YouTube creators, pairing exact quotes and links to the precise video moment with what happened to the share price afterward. Revisit the original statement, see the outcome, and put memorable predictions in context.

US forces struck Iran's Qeshm Island, pushing Brent crude back above $105 after Monday's 7.6% slide and clouding the path to a peace deal.

Nvidia shares slipped 1.3% to about $202 after Melius Research cut its target to $315 from $420, adding to doubts over AI stocks before Nov. 17 earnings.

Fox Corp (FOXA) beat profit forecasts as revenue rose 22%, but shares closed 0.8% lower on Monday.

France's 10-year bond yield hit 5.14%, its highest since 2002, as Japanese investors trim French debt, adding to global sovereign debt worries and rate fears.
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Deleveraging is hard. Deflationary deleveraging is the worst version of it - a self-reinforcing loop where falling prices make existing debt heavier, forcing more cuts, which push prices down further. A short walkthrough of why fixed-nominal debt is poison in a deflationary environment, why savers win and debtors lose, and why Japan spent two full decades trying to climb out of one of these.

Marriott (MAR) raised its 2026 outlook as US and Canada room revenue per available room rose 7.4% in Q3.

Tutor Intelligence (Massachusetts), a robotics startup that rents out robot workers by the hour, raised a $75M Series B led by a16z.

Eli Lilly's market value sits above $1 trillion on Zepbound and Mounjaro sales and a raised outlook, as Novo Nordisk reports Wednesday under obesity price pressure.

Taiwan's Taiex (^TWII) lost 1,613 points to 43,307, its seventh-biggest point drop on record, on AI worries.

Pfizer (PFE) reports Q3 2026 results today with shares near a 52-week high as investors weigh newer-product growth, oncology gains and a looming patent cliff.

Nasdaq 100 (NDX) ended at 27,989.82, its third correction of 2026, as Big Tech earnings stoked AI doubts
Most deleveragings are ugly. A small number are something Ray Dalio calls 'beautiful' - debt burdens fall, growth keeps running, employment holds, and inflation stays moderate. A short walkthrough of the four simultaneous policy moves required to engineer one (austerity, restructuring, monetary easing, fiscal support), why the composition of demand has to shift while the level holds, and the rare historical cases where it actually worked.

IDEXX Laboratories (IDXX) stock jumped about 22% after third-quarter earnings of $4.01 a share topped estimates and the company raised its 2026 outlook.

Brent crude (BZ=F) won back part of Monday's 7% drop as Iran's Guard fired on a US aircraft near Hormuz.

Larridin (San Francisco), which measures what companies get back from their AI spending, raised a $30M Series A led by Pelion Ventures.

AMD (AMD) reports Q3 2026 results after the close Nov. 3 with $1.94 EPS and $13.1B revenue expected, as a chip rout puts its guidance under scrutiny.

Samsung (005930.KS) fell 4.2% and SK Hynix (000660.KS) 5% as Oracle's $20B raise fed AI-spending doubts

CrowdStrike (CRWD) rose 3.4% premarket on a Deutsche Bank upgrade to buy and Palo Alto gained 2%, but both reversed as the Nasdaq slid on Monday, Nov. 2.
5:00Pomegra's April 2026 weekly insights video on the accelerating AI arms race - model launches, hyperscaler capex, sovereign AI initiatives, and what each shift means for portfolios and the broader market.

Okta (OKTA) joins the S&P 500 before Wednesday's open, replacing Kenvue, which Kimberly-Clark is buying for about $40B; shares rose 2.7% in premarket trading.
Inovio (INO) closed at $1.89 as the FDA cleared its first DNA medicine; rival Precigen (PGEN) fell 26%.
The Reserve Bank of Australia (RBA) split 6–3 on its fifth 2026 hike as yearly inflation hit 4.3%.

Digital Science acquired Jenni AI, an AI academic writing startup, to add verified research data to its tools.

Bitcoin slipped about 1.5% to roughly $77,000 as spot ETF outflows and a record Binance hack pushed the crypto Fear & Greed Index to 37, in Fear territory.

Amazon (AMZN) briefly gained 5% as Phillip Securities lifted its price target to $330 on cloud strength
6:00This video outlines the systemic economic consequences of a potential U.S.-Iran conflict in the Strait of Hormuz. While military strikes might achieve tactical goals like damaging nuclear facilities, they ignore the broader global contagion a conflict would cause - from supply chain freeze and oil prices soaring to $130–$180 per barrel, to the paralysis of the IMEC corridor, the vulnerability of U.S. AI compute infrastructure offshored to Gulf states, and the risk of a leaderless Iranian insurgency targeting energy and digital assets.

Alphabet fell 12.6% in its worst session since the 2004 IPO after missing Q3 2026 estimates, sharpening investor doubts about the payoff from AI spending.

Stock market today: Wall Street holds its breath on midterm results as prediction markets favor a Democratic sweep and Friday's October jobs report looms.

Brent settled at $104.77 as Exxon (XOM) fell 4% and Kosmos Energy (KOS) 13% on hopes Qatar talks end the war

Atomic One (Málaga) raised €5.6M to automate e-commerce operations with AI agents.

Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.

Tempus AI (TEM) shares hit $83.26 as sales topped $411.5M and full-year revenue guidance was raised.

Check Point Software (CHKP) shares fell as much as 9% on Nov. 2 after Q3 revenue of $669.8 million missed estimates and a cautious Q4 revenue outlook.

Health Force (Barcelona) raised €4.2M to streamline hospital operations with AI agents.

RoboScience (Beijing), which builds AI models for robotic manipulation, raised several hundred million yuan in a Series A2.
Every economy - no matter how complex it looks - is powered by three simple forces working in a loop. A short walkthrough of Ray Dalio's three fundamental drivers - productivity, transactions, and credit - and how their interplay explains everything from everyday spending to booms, busts, and the policy levers governments pull during a recession.

Motorola Solutions is acquiring D-Fend Solutions, an Israeli counter-drone company, for about $1.5B.

Cohere, a Canadian enterprise AI and sovereign AI company, is reported to have raised a $5B Series E.

Kalshi, a prediction-market platform for real-world events, raised a $1B Series G.
IDEXX (IDXX) raised its 2026 profit outlook as demand for pet blood and lab tests grew 11% in the quarter.

Estée Lauder (EL) rose 3.5% after fiscal Q1 sales of $3.72 billion and adjusted EPS of $0.72 beat forecasts, and the company raised full-year guidance.
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