Elevance Health Stock Slips 1.4% Despite Earnings Beat and Raised Outlook
Elevance Health (ELV) lifted its 2026 profit floor to at least $29 a share as medical costs fell.
Daily Digest
Daily Digest
Elevance Health (ELV) lifted its 2026 profit floor to at least $29 a share as medical costs fell.
Berkshire (BRK.B) gained 7% in three weeks while chip stocks fell 15%, as investors moved past Buffett.

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.

Chipmaker Texas Instruments (TXN) shares rose about 7% after hours as Q3 2026 revenue climbed 27.8% to $6.06B and its Q4 outlook topped Wall Street estimates.

Lockheed Martin (LMT) is set to report $20.5B in sales, alongside Blackstone, Comcast, Honeywell and P&G

Bitcoin rose about 2% to roughly $84,600 after JPMorgan Asset Management projected a 10% annual return, ahead of U.S. stocks and gold over the next decade.
Borrowing fuels expansion. Paying it back drags it. A short walkthrough of leverage as debt relative to income, the four ways an economy can deleverage (income, asset sales, default, inflation), why the process is inherently deflationary, and why the 2008 cleanup took more than seven years even with massive government intervention to soften it.
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Brent crude near $110 after a drone strike at a Saudi Aramco field is pressuring India's Sensex, Nifty and rupee as import costs and inflation risks climb.

Swedish legal-AI company Legora raised a $550M Series E at an $8.8B valuation, led by Atreides Management.
The Dow (^DJI) rose 0.69% to 52,856 and the Nasdaq added 1.05%, as SpaceX and Super Micro eased AI worries.

Lam Research shares fell about 6% after hours despite a fiscal Q1 beat and $8.6B Q2 revenue guidance, as investors sold the chip-equipment name over a wide range.

Circle (CRCL) and Coinbase gained as Strategy jumped about 8%, but the stablecoin yield question stays open.

Circle rose 6%, Coinbase 5% and Strategy 8% after the OCC finalized GENIUS Act stablecoin rules, the first federal framework, effective January 18, 2027.
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.

Paris planning-software company Pigment raised a $250M Series E led by EQT Scaleup Europe Fund at a $2.3B valuation.

Boston predictive-AI startup ASI raised a $325M Series C led by Spark Capital and Citadel Securities affiliates, for critical-infrastructure and national-security operations.

Voice-AI company Otter.ai raised $320M in non-equity growth financing from General Catalyst's Customer Value Fund.

Cybersecurity web-traffic management company Blackwall raised a $100M Series C at a $2.2B valuation.

New York AI Medicare and Medicaid care-coordination startup Baba raised a $40M Series A led by FirstMark Capital, with CVS Health Ventures participating.

Cloudflare (NET) rose about 7%, CrowdStrike (CRWD) 6% and Zscaler (ZS) 7% as emergency PHP patches rolled out
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.

Zscaler, Okta, Cloudflare and CrowdStrike rose 5-7% as the PHP2Shell flaw forced a global scramble to patch web servers running PHP on October 21, 2026.

London startup Circuit Mind raised an $18.5M Series A led by Norwest to automate electronic circuit design with AI.

AT&T (T) lifted its 2026 profit outlook to $2.40 a share, but slowing phone sign-ups worried investors.

IBM (IBM) beat Q3 2026 estimates with $17.1B in revenue and 8% software growth, lifting shares 4-6% after hours as it raised its full-year cash flow outlook.

China opposes a US order pulling DeepSeek from agency systems and sanctions tied to Google trade-secret case.

Halliburton (HAL) and KeyCorp (KEY) beat Q3 2026 estimates; HAL targets about 15% operating margins in 2027 while KEY jumped about 4.5% on record revenue.
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.

Capital One (COF) beat profit forecasts with $6.69 a share against $5.50 expected, as credit improved.

Meta and Tesla report Q3 2026 results after the bell today, with Meta's $41B AI capex and negative free cash flow and Tesla's margin squeeze in focus.

Arda Industries, founded by ex-OpenAI research chief Bob McGrew, emerged from stealth with $232M to build automated robotic assembly lines for US manufacturing.

Intuitive Surgical (ISRG) pared losses to about 3% Wednesday as da Vinci price cuts met a $3.05B sales beat.

The 10-year Treasury yield sits near 5.1%, off its 5.35% October peak, as markets price a 12-17% chance of a Fed hike on Oct. 27-28 and a move in December.

Netflix (NFLX) hit a two-year low near $65 as it cut its 2026 ad revenue target to $2.7B from $3B.

French 10-year yields near 4.9% and a Bund spread of about 150 basis points show how the worst riots in years now test France's 2027 budget and the euro.
SpaceX (SPCX) rose as Tesla gained 3% after Musk said both boards formed merger special committees.
SpaceX (SPCX) Q3 revenue surged 161% to $14.58B as AI and cloud demand revived the AI trade

Trump waived the Graham Act sanctions and tariffs on Russia two days before launch, lifting the MOEX Russia Index and pressing Kyiv toward a quick peace deal.

OpenAI acquired Orchestra Bio, a four-year-old startup whose AI agents run drug-discovery operations. It had raised about $20M from a16z, Atria and 8VC.
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.

AT&T (T) shares fell about 5% after a Q3 2026 earnings beat and higher EPS outlook, as weak phone adds and $23 billion of EchoStar-related debt weighed.
IBM (IBM) options price a nearly 8% swing as investors look for Red Hat growth after a weak Q2.

Kospi rebounded 2.7% to about 5,703 on chip and AI buying, while India's Sensex rose over 1% on Rubio's trade deal remarks, lifting financial markets today.

Texas Instruments (TXN) and Lam Research (LRCX) report today after a 12% chip-sector slide in October
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