Dropbox (DBX) Borrows at 1.25 Percent and Peloton (PTON) Pays 8.625 Percent to Replace Their Term Loans
Two consumer tech companies refinanced their bank debt on November 10, and the price each paid says a lot about how the market sees them.…
Amprius (AMPX) Grows Revenue 83 Percent to 39.1 Million Dollars and Raises Its 2026 Target to 145 Million as US Drone Demand Doubles
Amprius Technologies reported third-quarter 2026 results on November 10. Revenue was a record $39.1 million, up 83% from $21.4 million a year earlier and 15%…
Kopin (KOPN) Grows Revenue 52 Percent to 18.2 Million Dollars as Funded Defense and AI Display Programs Scale
Kopin reported third-quarter 2026 results on November 10. Revenue was $18.2 million, up 52% from $12.0 million a year earlier and up 43% from $12.7…
Sonos (SONO) Returns to Growth With Fiscal 2026 Revenue of 1.55 Billion Dollars While Memory Costs Take 56 Million
Sonos reported fourth-quarter and fiscal 2026 results on November 10, and the headline is the one management promised a year ago: growth is back. Fiscal…
D-Wave (QBTS) Grows Q3 Revenue 21 Percent to 4.5 Million Dollars While Operating Expenses Rise 84 Percent
D-Wave Quantum reported third-quarter 2026 results on November 10. Revenue was $4.5 million, up 21% from $3.7 million a year earlier. GAAP operating expenses were…
Ambiq Micro (AMBQ) Grows Net Sales 110 Percent to 38.1 Million Dollars and Raises Its 2026 Outlook to 140 Million on Edge AI Demand
Ambiq Micro reported third-quarter 2026 results on November 10. Net sales were $38.1 million, up 110% from $18.2 million a year earlier and above the…
Archer Aviation (ACHR) Uses 207 Million Dollars of Cash in Q3 as an FAA Certificate Clears Los Angeles Flights and the Boeing Deal Nears Close
Archer Aviation’s third quarter had two stories in it. One is about money: $274.6 million of net loss and a $207 million drop in cash…
inTEST (INTT) Books Record 49.4 Million Dollars in Orders as Semiconductor Test Demand Triples
inTEST (NYSE American: INTT) reported third quarter 2026 results on November 6, and the headline number is orders. The company booked a record 49.4 million…
Cloudflare (NET) Q3 2026 Earnings Show Revenue Up 39 Percent While Cost of Revenue Rose 54 Percent
Cloudflare reported third-quarter revenue of $782.5 million on November 5, up 39% year over year, its fastest growth in nearly four years and the quarter…
IonQ (IONQ) Q3 2026 Earnings Show a 564 Million Dollar Profit Made by Its Own Falling Stock and Platform Growth of 127 Percent
IonQ reported third-quarter revenue of $173.8 million on November 5, up 336% year over year and far above the roughly $141 million consensus. It raised…
Tech Stocks, Recovery Ahead or the Beginning of a Bear Market?
Three scenarios for the technology selloff: recovery, a deeper bear market, or a rapid rebound. What to watch after November 5.
Semiconductor Stocks Price a Slowdown While Equipment Orders and Memory Supply Stay Tight
MarketAnalysis.com’s Semicap Pulse and Memory Cycle Gauge reveal a split between falling chip-related shares and strong reported orders, exports and supply conditions.
The AI Market Is Cooling While the AI Story Stays Hot
The AI Market Analyzer reads 32, down from 70 a month ago. Weak breadth and momentum sit alongside upbeat corporate sentiment and persistent bullish speculation.
Texas Instruments TXN Revenue Jumps 28 Percent as Data Center Sales Nearly Double and Free Cash Flow Hits $8.4 Billion
TI’s third quarter revenue rose 28 percent to $6.06 billion, industrial hit a new peak, data center nearly doubled, and fourth quarter guidance came in above Wall Street estimates.
Lam Research LRCX Books a Record $8.22 Billion Quarter as China Supplies Three Quarters of the Jump
Lam Research beat estimates with record revenue and a first 40 percent operating margin, but China drove most of the gain and is guided sharply lower for December.
Cohere Equity, a $106 Million GPU Loan and a $94.4 Million Fireworks Contract Show How AI Compute Gets Financed Now
Cohere’s state-backed Series E, NexGen Cloud’s GPU-secured loan and Forum Edge AI’s Fireworks contract show three ways AI hardware gets funded, and who takes the hit if GPU values fall.
Kalshi Gets SPGI Index License to Settle Event Contracts on Official Benchmarks, Moving Past Election Betting
Kalshi’s new deal with S&P Dow Jones Indices lets it settle event contracts on official index values, a move that makes it look more like an exchange than a sportsbook.
Kalshi and Polymarket Show Up in Half of Google Midterm Forecast Searches, Including in States That Ban Election Betting
Ask Google who will win the Senate on Tuesday and there’s a good chance the answer comes with a price attached. CasinoReviews.net, a gambling review…
Sandisk SNDK Fiscal Q1 2027: Receivables Rose $1.9 Billion on a $2.1 Billion Revenue Gain
Sandisk reported fiscal first quarter 2027 revenue of $11.03 billion on Thursday, up 23% from the June quarter and 378% from a year ago, against…
The Bull Case for Marvell Buying Lumentum Is Owning the AI Laser Bottleneck
Marvell fell more than 8% after hours on reports that it is in advanced talks to buy Lumentum, while Lumentum jumped about 10%. That is…
SK Hynix Posts a 79.7 Percent Margin and Pays Out 100 Trillion Won as It Calls the Memory Shortage Through 2030
Nine days ago the question on this site was whether the KOSPI’s October collapse was a buying opportunity or the start of a longer rethink…
Leveraged Semiconductor ETFs Lose Money in Sideways Markets, Here Is the Math
Between the close on August 19 and the close on October 14, 2026, the iShares Semiconductor ETF (SOXX) went from $519.67 to $519.42. Thirty-nine trading…
Sandisk SNDK Q1 Preview Hinges on a December Guide Above $12 Billion
Sandisk reports fiscal first quarter 2027 results on Thursday, October 29, after the close, and the September quarter is already spoken for. Management guided in…
Applied Materials Raises Besi Stake to 20 Percent as Chip Filings Point to the Packaging Layer
Applied Materials filed an 8-K on Monday that says less than it does. The company signed an accelerated share purchase agreement for shares of BE…