
KLA Q3 2026: Record $4.14B Revenue, 46.1% Margin
KLA (KLAC) posted record September-quarter revenue of $4.14B and a 46.1% operating margin, then guided above estimates on AI chip inspection demand.
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KLA (KLAC) posted record September-quarter revenue of $4.14B and a 46.1% operating margin, then guided above estimates on AI chip inspection demand.

France's 10-year bond yield topped 5% for the first time since 2002 as riots and deficit fears hit Paris, raising contagion concerns for Italy and Spain.

The ECB held its policy rate at 2.50% on October 29 as Iran-driven oil lifts inflation to 3.8%, French bond stress builds and Lagarde sets a February exit.

Samsung Electronics shares fell 4.1% after record Q3 2026 operating profit of 107.4 trillion won, as net profit missed forecasts and payouts lacked detail.

Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.

ServiceNow shares fell more than 17% after hours as Q4 cRPO growth guidance of 18.5% trailed the 19.8% consensus, even as Q3 revenue topped forecasts.

Eli Lilly (LLY) and Mastercard (MA) report before the open Thursday, with options pricing a 6.6% Lilly move on obesity-drug demand and spending in focus.

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.

US third-quarter GDP and September PCE inflation print at 8:30 a.m. ET as the 10-year Treasury yield holds near 5% and the fed rate path hangs on the data.

US, Russian and Ukrainian negotiators will meet in Abu Dhabi in early November to discuss an energy ceasefire and reopening the Black Sea grain corridor.

The US Justice Department is examining Nvidia's $12.9 billion Hugging Face purchase, testing whether the deal would give the chipmaker control over a key AI distribution channel.

Marvell Technology is in advanced talks to buy Lumentum at about $83 billion, a deal that could be announced next week and reshape AI data-center optics.

F5 (FFIV) shares fell about 19% after a fiscal Q4 beat, as FY2027 guidance of 8% to 9% revenue growth pointed to a fading networking hardware refresh cycle.

Boeing (BA) stock fell 10.7% after a Q3 2026 core loss of $0.34 a share missed forecasts and the 737 ramp to 52 a month slipped into the second half of 2027.

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.

Alphabet shares fell about 9% after hours as Q3 search revenue missed at $63.35B and free cash flow turned negative $9.07B, raising AI spending questions.

The Fed rate stays at 3.75%-4% after a 10-2 vote, as Lisa Cook and Beth Hammack dissented for a hike and Chair Kevin Warsh announced fewer meetings from 2027.

Visa shares fell about 2% after hours as its fiscal Q4 2026 operating margin of 66.6% trailed the 66.7% estimate and 2027 guidance pointed to slower growth.

Ultralife (ULBI) jumped about 145% premarket after EnerSys (ENS) agreed to buy the defense battery maker for $16 a share in cash, a $320 million deal.

Wendy's shares rose about 15% after Nelson Peltz's Trian led a $7.35-a-share cash offer to take the burger chain private in a deal worth about $1.4 billion.

Enphase Energy (ENPH) shares fell about 17% premarket after Q3 revenue dropped to $293M from $410M a year ago and Q4 guidance came in far below forecasts.

Vertiv shares jumped about 16% premarket after third-quarter sales rose 61% to $4.31 billion and the company raised its 2026 guidance on AI data-center demand.

Brent crude rose about 1% to roughly $115 a barrel after the Houthis said a missile struck Saudi Arabia's Ras Tanura refinery, renewing Middle East supply fears.

Hubbell shares fell about 6% after a Q3 beat and a raised 2026 outlook, as guidance only matched expectations and a component shortage delayed meter shipments.

Pentair (PNR) shares rose about 12% after Q3 2026 adjusted EPS of $1.18 beat the $1.08 estimate, with Pool destocking complete and the Taco deal closed.

Meta upsized its equity offering to $97.5 billion, with Nvidia committing $3 billion and AMD $1 billion, tying chip suppliers to the company's AI spending.

US and Israeli plans for a short strike on Iran's energy and nuclear sites after Nov. 3 have lifted Brent to six-month highs and unsettled Gulf producers.

Israel's election left Netanyahu and Eisenkot short of 61 seats, sending the shekel down 1% and the Tel Aviv 35 lower as financial markets today price in delay.

SK Hynix posted record Q3 2026 operating profit of 83.3 trillion won and a 100 trillion won payout plan, lifting Micron technology stock and AI chip peers.