Pomegra
Technology
MAJOR
Oct 205 min read
Meta and Tesla Earnings Test the AI Trade on Wednesday
Meta and Tesla report after the bell Wednesday, with Meta's $130-145B capex guidance and a roughly 15% Tesla earnings decline testing the AI trade.
Pomegra Newswire - Page 8 of 108
Market News
Daily market coverage from the PomiNews desk - every story with sentiment, impact, and key takeaways
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Business & Earnings
NOTABLE
Oct 206 min read
Netflix Q3 2026 Earnings: Can Ads Offset Slower Growth?
Netflix (NFLX) reports Q3 2026 earnings Tuesday after the close, with revenue near $12.87B and options pricing a 9.6% move as ad growth faces a key test.
Business & Earnings
NOTABLE
Oct 205 min read
Blue Owl (OWL) Rises on Sale Pitch to Founders
Blue Owl Capital (OWL) shares rose about 1% after a report that bankers pitched its founders on a full or partial sale, with the stock down 67% since January 2025.
Markets
MAJOR
Oct 206 min read
France Riots Lift 10-Year Yield to 4.86%, CAC 40 Down 1.2%
France's weekend riots and nearly 2,400 arrests pushed the 10-year yield to 4.86% and the CAC 40 down 1.2%, as markets watch the 2027 budget vote closely.
Technology
MAJOR
Oct 206 min read
Dell Drops 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after Barclays cut it to equal weight, saying server growth reflects memory costs, not enterprise AI demand, and hitting AI stocks broadly.
Geopolitics
MAJOR
Oct 195 min read
Hormuz Ship Attacks Hit Record as Iran Cites Tanker Mines
Attacks on ships in the Strait of Hormuz hit a record high as Iran claims two supertankers hit mines, the US and Iran both claim control, and Brent nears $108.
Geopolitics
MAJOR
Oct 196 min read
Trump Russia Oil Sanctions Waiver Pushes Brent Lower
Trump's waiver of Graham Act sanctions on Russia sent Brent crude down 1.3% to $108.43 as Zelenskyy and Republican senators including Ted Cruz objected.
Business & Earnings
MAJOR
Oct 195 min read
SpaceX (SPCX) Q3 2026 Earnings: First Profit in Focus
SpaceX (SPCX) reports third-quarter 2026 results Tuesday, with a first profit expected, as AI debt worries push the stock down about 9% this week to near $146.
Technology
MAJOR
Oct 195 min read
OpenAI Revenue Gap Deepens AI Funding Worries in 2026
OpenAI's annualized revenue is about $50B, not the $70B figure circulated, and its IPO has slipped into 2027, rattling AI stocks and funding assumptions.
Technology
NOTABLE
Oct 195 min read
Datadog (DDOG) Rises on Bernstein Upgrade Tied to AI Demand
Datadog (DDOG) shares rose about 3% premarket after Bernstein upgraded the cloud monitoring group to Outperform on strong AI demand, lifting its target to $350.
Technology
NOTABLE
Oct 194 min read
Nasdaq Amazon: AMZN Rises on Morgan Stanley Top Pick
Nasdaq Amazon shares rose after Morgan Stanley named AMZN a top pick, citing faster AWS growth, the Bedrock AI platform and robotics efficiency gains.
Business & Earnings
NOTABLE
Oct 194 min read
Cleveland-Cliffs (CLF) Jumps 12% on Q3 2026 Earnings Beat
Cleveland-Cliffs (CLF) rose about 12% premarket after Q3 2026 adjusted EPS of $0.28 topped estimates and management guided 2027 EBITDA above $4 billion.
Geopolitics
MAJOR
Oct 196 min read
Houthi Strikes on Saudi Aramco Lift Brent to $110
Houthi missile and drone strikes on Saudi airports and Aramco sites have killed 20 and ended the 2022 truce, pushing Brent to a five-month high near $110.
Technology
MAJOR
Oct 195 min read
Asian Chip Stocks Hit July Low on DeepSeek V4.1 HBM Claim
Asian chip stocks fell to their lowest since July after DeepSeek said V4.1 needs far less HBM, with Samsung and SK Hynix among the biggest drags on Monday.
Technology
MAJOR
Oct 196 min read
Anthropic 5% Share Fund for AI-Hit Workers Ahead of IPO
Anthropic plans to commit 5% of its shares, about $48 billion, to a public benefit fund for workers displaced by AI, ahead of a Nasdaq IPO as soon as November.
Markets
NOTABLE
Oct 197 min read
Spot Bitcoin ETFs Lose Nearly $1B as BTC Stalls at $82,500
Spot Bitcoin ETFs shed nearly $1 billion in two weeks as Bitcoin holds near $82,500 while gold at $4,165 trails its January record high of about $5,608.
Policy & Regulation
MAJOR
Oct 196 min read
Taiwan AI Chip Export Ban: Prison Terms Tied to US Tariff Deal
Taiwan will make unlicensed shipments of AI servers and advanced chips to China a crime, a commitment under its US trade deal that cut tariffs to 15%.
Economy
MAJOR
Oct 196 min read
China Q3 2026 GDP Grows 4.5% as AI Exports Lift Growth
China's economy grew 4.5% in the third quarter of 2026, beating forecasts as AI-linked chip exports offset weak consumer demand and a deepening property slump.
Markets
NOTABLE
Oct 194 min read
Nasdaq 100 Futures Rise 1.3% Before Big Tech Earnings
Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.
Technology
NOTABLE
Oct 194 min read
Intel (INTC) Upgraded by JPMorgan on Turnaround Progress
JPMorgan upgraded Intel (INTC) to Neutral from Underweight with an $85 price target, citing the CEO's turnaround and better chip yields; shares rose 4% premarket.
Economy
MAJOR
Oct 195 min read
France Riots Lift 10-Year Yield to 4.86%, CAC 40 Falls
France's 10-year yield rose to about 4.86% and the CAC 40 fell about 1.2% after nationwide riots, as investors question whether the 2027 budget can pass.
Business & Earnings
MAJOR
Oct 196 min read
TSMC Q3 2026 profit jumps 68.7%, but shares fall
TSMC's record third-quarter profit rose 68.7% on AI demand, yet US-listed shares slipped as margins narrowed and Terafab talks with Elon Musk stayed unresolved.
Technology
MAJOR
Oct 195 min read
OpenAI Revenue Gap Deepens AI Funding Worries
OpenAI's annualized revenue of about $50B sits $20B below earlier signals and its IPO slips to 2027, pressuring AI stocks and global funding assumptions.
Technology
MAJOR
Oct 195 min read
Dell Falls 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after a Barclays downgrade argued server growth reflects memory costs, not enterprise AI demand, dragging HPE and Super Micro lower.
Business & Earnings
MAJOR
Oct 196 min read
SpaceX (SPCX) Q3 2026 Earnings: First Profit in Focus
SpaceX (SPCX) reports Q3 2026 earnings Tuesday with a first profit expected, as shares fall about 9% this week on AI debt worries and a $40B funding plan.
Geopolitics
MAJOR
Oct 196 min read
Hormuz Ship Attacks Hit Record as Iran Cites Tanker Mines
Attacks on Strait of Hormuz shipping hit a weekly record as Iran claims two supertankers struck mines and the US and Iran both assert control of the waterway.
Geopolitics
MAJOR
Oct 196 min read
Trump Russia Oil Sanctions Waiver Pushes Brent Lower
Trump's waiver of Russia oil sanctions drew rebukes from Zelenskyy and Senator Ted Cruz and cut the crude oil price, with Brent near $108 a barrel on Monday.
Technology
MAJOR
Oct 195 min read
Microsoft Exits Nscale Essex Deal as AI Stocks Slide
Microsoft's exit from Nscale's Essex data centre over grid delays lands ahead of a $3B IPO and deepens the strain on AI stocks and infrastructure funding.
Technology
MAJOR
Oct 195 min read
Meta earnings test AI stocks as Tesla, Netflix report
Meta, Tesla and Netflix report this week among 70 S&P 500 companies, with Meta's 30% Muse-fueled rally putting the AI trade to its sharpest test yet.
Economy
MAJOR
Oct 186 min read
Fed Rate Hike Odds Hit 45% After Hot September CPI
September CPI rose 3.7% from a year earlier, lifting Fed rate hike odds for the Oct. 27-28 meeting to 45% and pushing the 10-year Treasury yield above 5.3%.