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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

NASAs CLPS 2.0 lunar-services awards are the main focus, with traders celebrating Intuitive Machines selection as a vendor and speculating that the program could materially expand its backlog. The reaction is broadly bullish, though some note that multiple companies were selected and the size and revenue impact of LUNRs awards remain uncertain.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus Q3 results beat expectations and the company raised its full-year revenue outlook, prompting a bullish post-earnings reaction and increased interest in call options. Traders are debating whether the momentum can continue, while others point to the stocks volatility and questions about healthcare adoption and execution.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Cathie Woods active portfolio rotations are fueling debate around ARKK: critics point to its long-term underperformance and volatile growth-stock exposure, while bulls see signs of a technical recovery and renewed momentum.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires Q3 results are drawing attention, with weaker operating performanceespecially insurance underwritingset against sharply increased share repurchases. Traders are split between viewing the buybacks and large cash reserves as a sign of confidence and worrying that insurance softness and limited investment opportunities could weigh on results.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense and Space Technologies, and Starlab Space Stations. The Defense and Space Technologies segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager is drawing attention after reporting sharply higher quarterly revenue and bookings, raising its full-year outlook, and highlighting a major NASA award. Traders are reacting to the growth and backlog, while some remain cautious about profitability and the stocks history of fading positive news.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express beat earnings expectations and raised its full-year outlook, but shares sold off as investors focused on planned workforce cuts tied to an AI-focused restructuring and a slight revenue miss. Traders debate whether the reaction is an overreaction or reflects concerns about consumer spending and business momentum.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimunes FDA approval of TUDRIQEV has shifted attention to its U.S. launch and early physician uptake, amid a sharp rally and heavy call-option interest. Bulls point to launch momentum and a possible short squeeze, while skeptics question whether commercial demand can justify the valuation and ease cash-burn concerns.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

Traders are focused on Northlands upgrade of C3.ai, which cited its C3 Code platform for building agentic AI applications as a potential growth driver. Call-option activity and short-squeeze hopes are adding to the bullish chatter, while skeptics point to weak revenue trends and question whether the turnaround can deliver.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos pullback is fueling debate ahead of earnings, with traders questioning whether AI-related networking orders and data-center spending can sustain growth amid margin and valuation concerns. Some see the selloff as an opportunity tied to Ciscos AI infrastructure business, while others worry that delayed or trimmed projects could weaken demand.

Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

Eaton Corporation plc

Eatons latest quarterly results and higher outlook, supported by strong electrical orders and backlog tied to data-center and AI power demand, are driving attention. Many traders view the results as bullish and are buying weakness, while others question whether backlog will convert if projects face permitting, funding, or construction delays.

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Equinix Opens SG6 in Singapore, Expanding AI-Ready Capacity in One of Asia-Pacific's Most Connected Markets

Equinix Opens SG6 in Singapore, Expanding AI-Ready Capacity in One of Asia-Pacific's Most Connected Markets Equinix Opens SG6 in Singapore, Expanding AI-Ready Capacity in One of Asia-Pacific's Most Connected MarketsPR NewswireREDWOOD CITY, Calif., Nov. 6, 2026 Latest data center combines liquid...

Equinix (EQIX) Upgraded to Buy: What Does It Mean for the Stock?

Equinix (EQIX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Unlocking Equinix (EQIX) International Revenues: Trends, Surprises, and Prospects

Evaluate Equinix's (EQIX) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Radiant Wins First-Ever DOE OK For Full-Power Microreactor As Nuclear Stocks Crash To Multi-Year Lows

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 For the first time ever, Washington has signed off on a commercial nuclear microreactor running at full power. On Wall Street, nobody seems to care.On Thursday, the Department of...

Equinix Q3 AFFO Beat Estimates on Record Bookings, Strong Pricing

EQIX's Q3 2026 AFFO beat estimates as record bookings, strong pricing and robust demand fuel revenue growth, prompting a third consecutive guidance hike.

Equinix (EQIX) Q3 2026 Earnings Call Transcript

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Equinix (EQIX) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

While the top- and bottom-line numbers for Equinix (EQIX) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Equinix (EQIX) Surpasses Q3 FFO and Revenue Estimates

Equinix (EQIX) delivered FFO and revenue surprises of +10.75% and +0.06%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Equinix Declares Quarterly Dividend on Its Common Stock

Equinix Declares Quarterly Dividend on Its Common Stock Equinix Declares Quarterly Dividend on Its Common StockPR NewswireREDWOOD CITY, Calif., Oct. 28, 2026 REDWOOD CITY, Calif., Oct. 28, 2026 /PRNewswire/ -- Equinix, Inc.(Nasdaq: EQIX), the world's digital infrastructure company, today announced...

Equinix Reports Third-Quarter Results and Raises 2026 Guidance

Equinix Reports Third-Quarter Results and Raises 2026 Guidance Equinix Reports Third-Quarter Results and Raises 2026 GuidancePR NewswireREDWOOD CITY, Calif., Oct. 28, 2026 Delivered record annualized gross bookings of $533 million, up 35% year over year, on robust demand and strengthening...

• Reported GAAP EPS of $4.93 up 29.40% YoY
• Reported revenue of $2.57B up 11.01% YoY

Equinixs higher operating costs and interest expense, power and capacity delivery constraints, and $25.2B of indebtedness coexist with ongoing expansion commitments and execution risks.

Equinix bookings were $533M, up 35%, with increased customer demand; recurring revenues were 95% of Q3 sales; its global network ecosystem and $869M atNorth investment extend high-density colocation reach.

Equinix, Inc. is a digital infrastructure company, which engages in the provision of a platform that interconnects the foundational infrastructure. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia-Pacific. It offers digital services, data center services, interconnection services, and support services. The company was founded by Jay Steven Adelson and Albert M. Avery, IV on June 22, 1998 and is headquartered in Redwood City, CA.

Equinix Inc

Here Are Morgan Stanley's New Top Stock Picks For The Next 12-Months 

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>The 2026 Vintage Values model portfolio generated a 32.12% return over the past year, topping the S&amp;P 500's nearly 19% gain.</li><li>Alphabet, Apple, and Coca-Cola were named to the newly updated 2027 selection.&nbsp;</li><li>The strategy prioritizes large-cap quality and bottom-up fundamentals over short-term market momentum.</li></ul>Morgan Stanley has updated its highly watched "Vintage Values" stock selections for the coming year, adding prominent market leaders such as tech giant Alphabet (GOOG, GOOGL) and consumer goods staple Coca-Cola to its top-conviction 12-month buy-and-hold portfolio.The reshuffle follows a stellar performance period for the firm's 2026 model list. Between Sept. 9, 2025, and Sept. 11, 2026, the strategy recorded a 32.12% gain, outpacing the S&amp;P 500 index's 18.96% return by 1,316 basis points.GOOGL stock rose 2% on Monday, Coca-Cola (KO) fell 1%, while Apple (AAPL) added 0.8%.&nbsp;<h2 class="st-heading-2">Morgan Stanley’s Selection Process</h2>To curate the updated list for 2027, Morgan Stanley equity strategists invited North American analysts to submit their single highest-conviction recommendation designed for a one-year holding period. From an initial pool of more than 50 companies, researchers narrowed the list to 15 equities.According to Morgan Stanley equity strategist Michelle Weaver, the selection criteria combined quantitative factors, company fundamentals, macroeconomic risks, sector positioning, valuations, and overall risk-reward dynamics.<h2 class="st-heading-2">Focus on High Quality and Growth</h2>The 2027 portfolio tilts heavily toward large-cap growth stocks with high quality metrics. Approximately 60% of the selected equities rank in the top two quality brackets, compared to 56% for the broader S&amp;P 500 benchmark.&nbsp;While this emphasis leaves the new portfolio trading at a valuation premium over the general market across most metrics, strategists emphasize that the selections rely on individual company catalysts rather than recent stock market performance."Vintage Values 2027 has an 'anti-momentum' tilt — the stocks on the list are not simply stocks that have worked recently but rather ones our analysts have identified for their strong bottom-up drivers," Weaver noted in a report to clients, accessed by CNBC.Among the key names making the 2027 roster alongside Alphabet and Coca-Cola are tech firm Apple, software provider Dynatrace (DT), pharmaceutical leader Eli Lilly (LLY), real estate investment trust Equinix, and energy infrastructure provider Williams Companies (WMB).&nbsp;The final 15 stocks selected include Alphabet, Amazon, Apple, Coca-Cola, Dynatrace, Eli Lilly, Equinix, Honeywell Aerospace, Keysight Technologies, Liberty Formula One, LPL Financial, McKesson, TransUnion, Visa, and Williams Companies.&nbsp;<h2 class="st-heading-2">GOOGL, KO, AAPL Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was between ‘bearish’ and ‘neutral’ for the three stocks, with normal message volumes.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock&nbsp;</a>has gained 14% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/KO">KO stock&nbsp;</a>and<a href="https://stocktwits.com/symbol/AAPL"> AAPL stock</a> have gained almost 25% during the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Morgan Stanley offices at Canary Wharf financial district on 5th November 2024 in London, United Kingdom. (photo by Mike Kemp/In Pictures via Getty Images)

Morgan Stanley unveils 2027 'vintage values' roster after 2026 roster outperforms S&P 500.

Here Are Morgan Stanley's New Top Stock Picks For The Next 12-Months

Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.  


Apple Inc

Amazon.com Inc

Dynatrace Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Honeywell Aerospace

Keysight Technologies Inc

Coca-Cola Co

Lilly(Eli) & Co

Mckesson Corporation

Morgan Stanley

Visa Inc

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Down more than 1%

What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$4.20	--	--	N/A
Q3 '26	$4.11	$4.93	20.02%	BEAT
Q2 '26	$4.73	$4.83	2.18%	BEAT
Q1 '26	$4.30	$4.20	-2.43%	MISSED
Q4 '25	$3.71	$2.69	-27.49%	MISSED

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