
Nebius Q3 2026 Earnings: What NBIS Must Show Thursday
Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.
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Everything Pomegra has published on MSFT: 30 news articles and 22 market briefs, newest first.
Microsoft (MSFT) fell 2.2% to $533.16 after Anthropic launched Claude Sheets, an Excel rival, as investors weigh the threat AI office tools pose to Office.
1d ago
Apple (AAPL) closed at $350.69, pushing its value to $5.1 trillion as tech stocks rebounded sharply.
1d ago
Microsoft (MSFT) hit a record near $556 with Azure up 48% and a midterm vote lifting big-tech cloud stocks.
Nov 5
Amazon (AMZN) briefly gained 5% as Phillip Securities lifted its price target to $330 on cloud strength
Nov 3
Oracle (ORCL) is selling $10B of stock and $10B of bonds to fund AI data centers, on top of $125B in debt
Nov 2
Microsoft (MSFT) trimmed its 2026 capex forecast to about $170B while Amazon and Meta burned cash
Nov 2
Alphabet (GOOGL) lost nearly $500B in value as AI spending of $51.4B in one quarter outran its cash.
Nov 1
Amazon (AMZN) reports after the close as investors want AWS growth near 38–41% to back $220B capex.
Oct 29
Microsoft (MSFT) closed at $531 and Alphabet (GOOGL) at $321, with AI spending in focus tonight.
Oct 28
The S&P 500 (SPX) closed Friday at 7,623.68 as Alphabet, Microsoft and Amazon report with the Fed meeting.
Oct 25
Meta (META) closed at $648.85 as AI spending turned cash flow negative and Nvidia warned of tight funding
Oct 23
Amazon (AMZN) trades near $262 after Morgan Stanley lifted its target to $350 on faster AWS cloud growth
Oct 19
Palantir (PLTR) slipped into a correction, 11% below its record, as $260B left software stocks.
Oct 19
Apple (AAPL) closed at $342.96, worth $5.005 trillion, while the Nasdaq fell 1.9% on tech weakness.
Oct 15
Nvidia (NVDA) slips as Microsoft (MSFT) may deploy over 1 million Maia 300 chips next year to cut reliance.
Oct 12
Microsoft (MSFT) and seven other firms are frozen out of green-card filings as the US cites federal probes.
Oct 9
Meta (META) trades near $743 as Wells Fargo lifts its target to $1,000 and Muse reaches small businesses
Oct 7
Alphabet (GOOGL) gave up a 2% premarket gain as staff doubts about Gemini 4 Argon's coding skill emerged
Oct 4
Nvidia (NVDA) and Apple (AAPL) now hold 15.6% of the S&P 500, a record that eclipses the dot-com peak.
Sep 25
The Dow Jones (^DJI) extended its losing streak to three weeks as AI mega-caps drove the Nasdaq up 0.73%.
Sep 25
Anthropic (private) cut Opus 5.5 prices 40% first; OpenAI countered 90 min later with GPT-6 Sol and Luna.
Sep 23
Russell 2000 (IWM) beats S&P 500 by 8 points YTD as AI mega-cap rotation lifts cheap small-cap stocks.
Sep 21

Nebius (NBIS) reports third-quarter 2026 results before the open Thursday, with options pricing a roughly 20% move after a sharp Wednesday rally.

AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.

OpenAI's Q3 2026 revenue topped $10 billion, up about 50% from Q2, but its operating loss widened to $10.9 billion, testing the economics behind AI stocks.

Nvidia (NVDA) shares fell about 4% Monday and 5.5% Tuesday to a low since March as the board probes CEO Jensen Huang and a new shareholder suit lands.

Nebius (NBIS) reports third-quarter results before the open Thursday, with revenue seen near $905M and the shares about 55% below their June high.

Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.

Securitize (NYSE: SECZ) rose about 10% after hours on its third-quarter results, as tokenized assets on its platform grew 9% to $4.8 billion.

CoreWeave reports Q3 2026 results after the bell as investors weigh $3.5B in expected revenue against heavy debt, interest costs and a $104B backlog.

Fed rate hike odds for December fell to about 66% after the midterms and a 4.4% S&P 500 rout, with October payrolls forecast at 65,000 in today's jobs report.

Microsoft and Amazon each gained about 6% on Wednesday as investors rotated back into mega-cap AI leaders, helped by Azure's 48% growth and lower-than-expected capital spending.

Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.

Wall Street erased overnight losses after the Democratic midterm sweep, with the Dow up about 3% to 53,356 and Apple and Microsoft at record highs.

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.

Oracle shares dropped about 5% after the company filed to raise $20 billion in new equity and debt, reviving investor concern over how the AI buildout is financed.

OpenAI trimmed its funding round target to as much as $20 billion from about $30 billion at a $1.25 trillion valuation as the AI selloff deepens spending doubts.

Alphabet shares fell 12.6% on Oct. 29, their worst day on record, after a search revenue miss, negative free cash flow and $51.4B in quarterly capex.

Microsoft (MSFT) beat first-quarter fiscal 2027 estimates as Azure grew 48%, while $39 billion of capex undershot forecasts and kept AI returns in focus.

Alphabet (GOOGL) lost about $500 billion in value on its worst day ever as a revenue miss, negative free cash flow and $300 billion capex plan hit AI stocks.

Anthropic's S-1 shows $16.3B in first-half 2026 revenue and an $80.7B net loss, mostly non-cash, ahead of a Nasdaq listing as ANT and a mid-November roadshow.

Amazon and Intel report third-quarter results after the close on October 29, with options pricing moves of about 7% and 9% as investors test AI spending and returns.

Oracle shares rose about 11% after the company set a fiscal 2030 revenue target of at least $225 billion and capped new fundraising at $20 billion, easing concern over its AI spending.

Microsoft (MSFT) beat revenue and earnings forecasts, with Azure growth accelerating to 48% and the shares rising about 4% after hours.

Coca-Cola and UPS raised 2026 guidance while Boeing posted a wider core loss, as Visa reports after the close ahead of Microsoft and Alphabet on Wednesday.

Microsoft, Alphabet and Amazon report earnings on Oct. 28-29 as investors look for proof that AI stocks' record capex is producing cloud revenue and profit growth.

Anthropic's public S-1 shows $16.3B in first-half revenue and an $80.7B net loss, and Nvidia, Broadcom and Micron rallied as the ANT listing came into view.

CoreWeave (CRWV) shares are down about 30% in October as a $50 billion debt load and bond yields above 15% raise doubts over AI infrastructure funding.

Microsoft, Alphabet and Amazon report as the Fed decides on rates Wednesday, with PCE data due Thursday and midterms on Nov. 3 shaping the stock market today.

Nasdaq Meta (META) fell about 7% after Q3 2026 results showed record AI spending and negative free cash flow. A new nonvoting share class also unsettled the market.

The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.

3M issued Amazon a warrant for up to 3.16M shares at $164.89, vesting with $6B of data-center purchases, lifting MMM about 5.5% in overnight trading.