Super Micro Stock Jumps 6% After Record Revenue Beat
Super Micro (SMCI) beat adjusted EPS forecasts at $1.81 and raised its yearly outlook on AI server demand
Daily Digest
Daily Digest
Super Micro (SMCI) beat adjusted EPS forecasts at $1.81 and raised its yearly outlook on AI server demand
Apple (AAPL) dropped 4% early Tuesday before ending lower, as China sales missed and memory costs bite

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.

Block (XYZ) rose more than 6% after hours as Q3 2026 adjusted EPS of $1.13 topped the $1.03 estimate and the payments firm raised its full-year guidance.
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.

Duolingo (DUOL) rose about 11% after hours as Q3 revenue of $309 million and 153 million monthly active users topped Wall Street forecasts.

AMD (AMD) posted record data center sales of $8.55B and guided Q4 revenue to about $17B, above forecasts.
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CVS Health (CVS) plans to separate its drugstore chain from Aetna and Caremark into two public companies by early 2028, and shares rose after hours.

Traversal raised a $120M Series B at a $1B valuation, co-led by Kleiner Perkins, Redpoint and Khosla, to build AI that runs and fixes production systems (AI SRE).

Regeneron (REGN) hit a 52-week high as Sanofi expanded their alliance, worth up to $8B, and earnings rose 70%.

Bloom Energy shares rose about 9% to $214 on Nov. 3 after Barclays upgraded the fuel cell maker to overweight on faster-than-expected demand.

CVS Health (CVS) would spin off 9,000 drugstores by 2028, undoing its $78B Aetna deal amid political pressure.

Coinbase shares rose about 8% on Tuesday after a 15% three-session drop tied to weak Q3 crypto trading volumes and a Morgan Stanley downgrade to underweight.
Brent crude (BZ=F) fell for a second day, the S&P 500 rose 0.4%, and Trump said US aid to Israel will end.
Palantir (PLTR) beat revenue estimates with sales up 96%, but slower new-contract growth worried investors.
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.

Shopify (SHOP) shares dropped about 9% after hours as Q3 gross merchandise volume and subscription gross profit missed estimates despite 32% revenue growth.

Fal, an AI inference infrastructure startup, closed a new round at a $16B valuation.

Nasdaq QQQ futures fell as much as 2% and S&P 500 futures 1.3% after Democrats won the House and Senate, lifting AI, data center and fiscal policy risk.

Global Payments (GPN) is valued near $40B with debt as CD&R and GTCR weigh taking the payments firm private.

Palantir shares fell as much as 8% premarket after a Q3 2026 revenue beat of $2.31 billion, as investors weighed slowing contract growth and valuation.
An economy is the system a society uses to produce, distribute, and consume goods and services. Learn its meaning, components, and the 3 questions it answers.

Nasdaq 100 (NDX) futures slid as the 10-year Treasury yield fell to 4.90% and the dollar weakened on AI fears

Apple Inc. (NASDAQ: AAPL) lost about 4% of its value after reporting fiscal fourth-quarter results on November 2.

e2e, formerly TesterArmy, raised an $8M seed to build a verification layer for code written by AI coding agents.
Revvity (RVTY) closed at $169.99 after lifting its 2026 profit outlook to $5.40–$5.45 a share.
Gartner (IT) closed at $204.22 as contract value grew only 2.5%, below the pace investors wanted.

Russia confirmed US-mediated Ukraine talks in Abu Dhabi on Nov. 10-11, and the Kremlin says a Trump-Xi-Putin summit at APEC in Shenzhen is being discussed.

Yum Brands (YUM) beat Q3 profit forecasts at $1.56 vs $1.49, but Taco Bell sales fell 4% after an outbreak.
Where does money actually come from, and how does credit turn into debt? A short walkthrough of how money, credit, and debt move through an economy - the three jobs money does, how credit creates purchasing power before savings exist, why every credit transaction creates a matching debt, and the line between sustainable borrowing and a debt spiral.

Flywire raised its 2026 growth outlook after third-quarter revenue rose 25% to $250.3 million, and its shares climbed about 14% in after-hours trading.

Trajectory raised a $45M Series A at a $300M valuation.

Blue Arbor Technologies raised a $10.5M Series A.

Conlio (Germany) raised €6.4M, led by Piton Capital, for AI financial automation for road-freight forwarders.

YGO (Berlin) raised an €8M Series A to make travel inventory bookable by AI agents.

PartnerOne acquired 3CLogic, an enterprise voice AI and customer-experience platform.
Why do economies repeat the same boom-and-bust pattern roughly every 5–8 years? A short walkthrough of the short-term debt cycle - how expanding credit drives spending and confidence to a peak, why rising rates and tighter lending turn the tide, and how the contraction and trough finally clear the way for the next recovery.
Drax (DRX.L) traded at 878.75p as Brookfield plans a 1-gigawatt campus at its Yorkshire power station

Upwork stock rose about 10% after hours as the freelance marketplace raised its 2026 adjusted EBITDA outlook to $236-$240 million after a Q3 earnings beat.

Provision Labs, the physical-AI venture of Pronto founder Anjali Sardana, acquired Mumbai hardware startup Basilisk Industries.

CrowdStrike agreed to acquire Fiddler AI (AI agent observability) for about $400M and Dreadnode (AI security testing) for about $95M.

Corridian (New England) came out of stealth with a $38M seed round to build giant autonomous underwater drones for the US military.

Revolut completed a secondary share sale at a $115B valuation. Glade Brook, Coatue, Durable, T. Rowe Price and Baillie Gifford led it, and it raised no fresh capital.

Fiserv (FISV) closed at $58.40 as it doubled its savings goal to $1B and said underlying sales stopped falling

onsemi (ON) will pay $600 million for Ferric to bolster AI data center power delivery, while Q4 revenue guidance of $1.715-$1.815B matched expectations.
Lattice Semiconductor (LSCC) shares rose about 7% after hours as Q3 revenue hit a record $291 million and Q4 guidance of $325-345 million topped consensus.
Why do some booms run for decades and some busts haunt entire generations? A short walkthrough of the long-term debt cycle - how debt accumulates across multiple short-term cycles until interest payments swallow incomes, why a deleveraging is the only way out, and how deleveragings have actually played out in the 1920s, the post-war boom, and the run-up to 2008.
The 10-year Treasury yield (US10Y) rose as September openings hit 7.52M, a four-month high above forecasts.
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