https://www.quantisnow.com/articles/tech-lifts-nasdaq-100-1-27-as-equal-weight-falls-0-39-and-karman-jumps-42-on-earningsQuantisnowen2026-11-06T22:17:56.816ZTech lifts the Nasdaq 100 1.27% as equal weight falls 0.39% and eight of 11 sectors close lowerQQQ, SPY, RSP, XLK, KRMN, KOD, ANVS, CVS https://www.quantisnow.com/articles/gilead-purpose-5-lenacapavir-persistence-85-6-percent-vs-46-3-percent-daily-oral-prepQuantisnowen2026-11-06T21:02:42.720ZGilead's PURPOSE 5: 85.6% of lenacapavir users stay on PrEP at one year vs 46.3% on daily pillsGILD, GSK, JNJ, AMGN, PFE https://www.quantisnow.com/articles/fox-closes-roku-deal-with-0-70-less-cash-and-more-stock-as-appraisal-claims-shift-the-mixQuantisnowen2026-11-06T20:04:29.406ZFox closes Roku deal with $0.70 less cash and more stock per share, a sign some Roku holders sought appraisalFOXA, FOX, ROKU, NFLX, DIS, GOOGL https://www.quantisnow.com/articles/charter-q3-pro-forma-revenue-falls-1-5-and-ebitda-4-as-6-3b-impairment-drives-2-4b-loss-and-3b-cost-planQuantisnowen2026-11-06T19:02:50.708ZCharter's Q3 Pro Forma Revenue Falls 1.5% and EBITDA 4.0% as a $6.3B Impairment Drives a $2.4B Loss and a $3B Cost Plan BeginsCHTR, CMCSA https://www.quantisnow.com/articles/elanco-q3-revenue-rises-11-but-a-lower-tax-rate-supplies-30-of-the-eps-gain-and-the-q4-guide-halves-growthQuantisnowen2026-11-06T18:02:44.715ZElanco Q3 revenue rises 11% to $1.265B, but a lower tax rate supplies about 30% of the EPS gain and the Q4 guide halves growthELAN, ZTS https://www.quantisnow.com/articles/veon-3q26-guide-raise-shrinks-to-half-a-point-digital-drives-85-of-ebitda-gain-as-kazakhstan-slumpsQuantisnowen2026-11-06T17:02:54.845ZVEON's 3Q26 Guide Raise Shrinks to Half a Point as Digital Supplies 85% of EBITDA Gain and Kazakhstan SlumpsVEON, KYIV https://www.quantisnow.com/articles/enbridge-q3-ebitda-up-3-9-but-leverage-at-5-1x-tops-target-and-backlog-falls-to-c-38bQuantisnowen2026-11-06T17:02:20.832ZEnbridge Q3 EBITDA rises 3.9% but leverage hits 5.1x, above target, and the C$38B backlog shrinks as projects enter serviceENB, PAA, EMA https://www.quantisnow.com/articles/ubiquiti-q1-revenue-beats-by-107m-as-enterprise-supplies-97-of-growth-but-component-costs-threaten-marginsQuantisnowen2026-11-06T16:02:47.748ZUbiquiti Q1 revenue beats by $107M as Enterprise supplies 97% of growth, but component costs threaten marginsUI https://www.quantisnow.com/articles/brookfield-q3-fre-rises-15-to-864m-as-fundraising-falls-17-and-a-2b-oaktree-gain-lifts-net-incomeQuantisnowen2026-11-06T15:02:50.437ZBrookfield Asset Management Q3 fee earnings rise 15% to $864M, but fundraising falls 17% and a $2.0B Oaktree gain lifts net incomeBAM, BX, KKR, APO https://www.quantisnow.com/articles/vistra-2027-ebitda-midpoint-8-1b-equals-old-low-end-plus-700m-deals-implied-q4-4-6-below-last-yearQuantisnowen2026-11-06T14:04:02.976ZVistra's 2027 EBITDA midpoint of $8.1B equals the old low end plus the $700M deal estimate, while the 2026 guide implies Q4 4.6% below last yearVST, NRG, CEG, TLN https://www.quantisnow.com/articles/moderna-q3-revenue-beats-by-410m-but-raised-2026-guide-implies-q4-revenue-of-338m-to-528mQuantisnowen2026-11-06T13:02:37.056ZModerna beats Q3 revenue by $410M but the raised 2026 guide implies Q4 sales of only $338M to $528M, below last year's $0.7BMRNA, PFE https://www.quantisnow.com/articles/humana-q3-adjusted-loss-0-70-beats-1-00-guide-by-0-30-the-benchmark-for-its-2026-eps-raiseQuantisnowen2026-11-06T12:02:43.186ZHumana beats its Q3 plan by $0.30 with a $0.70 adjusted loss, and that gap is the test for the full-year EPS raiseHUM, UNH, CVS, ELV https://www.quantisnow.com/articles/guardant-q3-revenue-misses-by-7-5m-as-guide-rises-only-15m-and-implies-q4-growth-of-1-7Quantisnowen2026-11-06T10:02:41.296ZGuardant Q3 revenue misses by $7.5M as the 2026 guide rises only $15M and implies Q4 growth of just 1.7%GH, NTRA https://www.quantisnow.com/articles/axon-q3-miss-is-all-hardware-as-130m-of-federal-drone-revenue-slips-and-memory-costs-loom-for-2027Quantisnowen2026-11-06T09:03:49.315ZAxon misses Q3 on a $49.9M products shortfall as $130M of federal drone revenue slips and memory costs loom for 2027AXON https://www.quantisnow.com/articles/microchip-53m-one-off-revenue-triples-17-5m-beat-while-december-guide-implies-2-3-underlying-growthQuantisnowen2026-11-06T07:03:11.096ZMicrochip's $53M of One-Off Revenue Is 3x Its $17.5M Sales Beat, but the December Guide Looks Better Than the 1% DipMCHP, TXN, ADI, NXPI https://www.quantisnow.com/articles/live-nation-q3-revenue-beats-535m-on-19-percent-more-fans-but-concerts-thin-margin-holds-aoi-growth-to-14Quantisnowen2026-11-06T06:03:07.276ZLive Nation Q3 revenue beats by $535M on 19% more fans, but Concerts' thin margin holds AOI growth to 14%LYV https://www.quantisnow.com/articles/cardinal-health-raises-fy27-eps-guide-0-40-but-q1-beat-is-80-of-it-and-implied-rest-of-year-sits-below-q1Quantisnowen2026-11-06T05:02:57.207ZCardinal Health raises FY27 EPS guide $0.40, but the $0.32 Q1 beat is 80% of it and the implied Q2 to Q4 run rate sits below Q1CAH, CVS, MCK, COR, AHCO https://www.quantisnow.com/articles/health-canada-clears-moderna-mflusiva-and-mcoflu-for-adults-50-plus-but-only-the-flu-shot-has-efficacy-dataQuantisnowen2026-11-06T04:02:26.571ZHealth Canada clears two Moderna flu vaccines for adults 50+, but only mFLUSIVA has efficacy data and no launch date or price is setMRNA, SNY, GSK https://www.quantisnow.com/articles/simon-q3-revenue-rises-13-3-but-only-29-of-the-new-revenue-reached-real-estate-ffo-as-gaap-eps-falls-17Quantisnowen2026-11-06T03:02:44.759ZSimon's Q3 revenue rises 13.3% but only 29% of the $213.0M gain reached Real Estate FFO as per-share FFO grows 4.7%SPG, MAC, SKT https://www.quantisnow.com/articles/eog-raises-dividend-8-to-1-10-on-86-72-crude-new-payout-uses-27-of-q3-free-cash-flowQuantisnowen2026-11-06T02:04:07.215ZEOG raises its dividend 8% to $1.10 on $86.72 crude, but the new payout takes only 27% of Q3 free cash flowEOG, COP, TRGP, DVN, CNQ https://www.quantisnow.com/articles/natera-q3-revenue-beats-by-91-6m-and-guide-rises-140m-but-implied-q4-falls-below-q3-as-true-ups-fadeQuantisnowen2026-11-06T01:02:56.683ZNatera Q3 revenue beats consensus by $91.6M and the 2026 guide rises $140M, but the implied Q4 sits below Q3 as true-ups fadeNTRA, GH https://www.quantisnow.com/articles/airbnb-q3-revenue-up-19-on-nights-growth-new-12b-buyback-reserve-now-pay-later-delays-cashQuantisnowen2026-11-06T00:02:50.257ZAirbnb Q3 revenue rises 19% on volume as nights grow 16%, but Reserve Now Pay Later pulls cash collection laterABNB, BKNG, EXPE https://www.quantisnow.com/articles/monster-beverage-q3-sales-beat-68m-but-only-11-8-of-new-revenue-reached-operating-income-margin-down-270-bpQuantisnowen2026-11-05T23:02:32.270ZMonster Beverage Q3 sales beat by $68M but only 11.8% of new revenue reached operating income as margin fell 270 bpMNST, KO https://www.quantisnow.com/articles/tech-falls-7-94-nasdaq-100-drops-6-31-equal-weight-beats-s-p-500-by-1-44-pointsQuantisnowen2026-11-05T22:17:24.606ZTech falls 7.94% and the Nasdaq 100 drops 6.31% as equal weight beats the S&P 500 by 1.44 points, while Cloudflare jumps after hoursSPY, QQQ, XLK, NET, MNST, INO, RSP, VIXY https://www.quantisnow.com/articles/cloudflare-q3-revenue-beats-guide-by-46m-at-39-growth-but-only-7-6m-reached-non-gaap-operating-profitQuantisnowen2026-11-05T22:02:41.063ZCloudflare Q3 revenue beats its guide by $46.0M at 39% growth, but only $7.6M reached non-GAAP operating profitNET https://www.quantisnow.com/articles/conocophillips-q3-eps-doubles-on-32-higher-price-as-output-slips-2-and-q4-buybacks-must-riseQuantisnowen2026-11-05T21:02:52.751ZConocoPhillips Q3 EPS doubles to $3.27 on a 32% higher realized price as underlying output slips 2% and Q4 buybacks must riseCOP, CNQ https://www.quantisnow.com/articles/beone-raises-2026-revenue-guide-250m-but-implied-q4-sits-2-5-below-q3-as-brukinsa-is-74-of-salesQuantisnowen2026-11-05T20:02:39.157ZBeOne raises 2026 revenue guide $250M at the midpoint, but the implied Q4 sits 2.5% below Q3 as BRUKINSA hits 74% of salesONC https://www.quantisnow.com/articles/iron-mountain-record-q3-organic-growth-slows-to-12-8-data-centers-drive-54-of-ebitda-gain-capex-119-of-affoQuantisnowen2026-11-05T19:02:49.386ZIron Mountain's record Q3 hides a 4-point organic slowdown as data centers supply 54% of EBITDA growth and capex tops AFFOIRM, EQIX, DLR https://www.quantisnow.com/articles/global-payments-q3-adjusted-eps-358-vs-gaap-106-share-count-up-10-worldpay-synergy-target-650mQuantisnowen2026-11-05T18:02:59.628ZGlobal Payments' $3.58 Q3 adjusted EPS is $2.52 above GAAP, and a 10% larger share count absorbs half of 21% profit growthGPN, FIS, CPAY, XYZ https://www.quantisnow.com/articles/honda-tops-abnormal-activity-screen-on-12-routine-form-4-grants-6-percent-smaller-than-octoberQuantisnowen2026-11-05T17:05:08.425ZHonda tops the abnormal-activity screen on 12 routine Form 4 grants, each about 6% smaller than October's, as short volume hits 68.3%HMC, MNTN, HUBS https://www.quantisnow.com/articles/tapestry-q1-eps-beats-guide-by-0-27-on-margin-gain-but-600m-buyback-is-10-7-times-free-cash-flowQuantisnowen2026-11-05T17:02:49.252ZTapestry beats its Q1 EPS guide by $0.27 on a 220 bp margin gain, but $600M of buybacks dwarfed $56M of free cash flowTPR, CPRI, RL https://www.quantisnow.com/articles/zoetis-q3-adjusted-eps-up-3-while-net-income-falls-5-share-count-carries-guide-raiseQuantisnowen2026-11-05T16:02:34.279ZZoetis Q3 adjusted EPS rises 3% while adjusted net income falls 5%, as a shrinking share count carries the guide raiseZTS https://www.quantisnow.com/articles/bd-q4-growth-5-6-beats-3-9-full-year-pace-receivables-up-15-6-current-debt-up-87-5Quantisnowen2026-11-05T15:03:39.343ZBD's Q4 growth of 5.6% beats the 3.9% full-year pace, but receivables rose 15.6% and current debt nearly doubledBDX, EW, CAH https://www.quantisnow.com/articles/microsoft-notes-8-k-and-walmsley-director-exit-8-k-hp-ceo-linkQuantisnowen2026-11-05T14:03:06.302ZMicrosoft files a notes 8-K and a director 8-K naming Emma Walmsley, who becomes HP CEO from Jan 4, 2027MSFT, HPQ, ORCL https://www.quantisnow.com/articles/rockwell-q4-sales-up-1-pct-4-point-tariff-refund-drag-fy27-guide-1-point-lapping-benefitQuantisnowen2026-11-05T13:03:56.115ZRockwell's 1% Q4 sales growth hides a 4-point tariff refund drag, and the FY27 guide carries a 1-point lapping benefitROK, PH, CMI https://www.quantisnow.com/articles/parker-eps-guide-up-2-10-filtration-group-not-like-for-like-cummins-record-margin-nov-5-premarketQuantisnowen2026-11-05T12:53:54.101ZParker's EPS guide rises $2.10 but Filtration Group explains part of it, while Cummins posts a record 18.9% EBITDA margin and 14 big movers lack overnight catalystsPH, CMI, CSCO, MSFT, UNP, GLW, FIS, TPL https://www.quantisnow.com/articles/targa-plans-20-dividend-raise-to-6-00-as-q3-ebitda-slips-6-from-q2-and-the-6-0b-floor-implies-flat-q4Quantisnowen2026-11-05T12:02:26.075ZTarga Plans a 20% 2027 Dividend Raise to $6.00 as Q3 EBITDA Slips 6% From Q2 and the $6.0B Floor Implies a Flat Q4TRGP https://www.quantisnow.com/articles/cigna-q3-adjusted-eps-beat-by-0-46-but-gaap-gap-widens-to-2-51-and-old-30-45-floor-implied-6-90-q4Quantisnowen2026-11-05T11:02:33.295ZCigna beats Q3 adjusted EPS by $0.46 at $7.98, but GAAP EPS of $5.47 sits $2.51 lower and the old $30.45 floor implied just $6.90 for Q4CI, CVS, ELV, MCK https://www.quantisnow.com/articles/allstate-q3-eps-beat-by-2-73-rests-on-auto-reserve-releases-and-investment-income-not-catastrophesQuantisnowen2026-11-05T10:02:57.668ZAllstate's $2.73 Q3 EPS beat came from auto reserve releases and investment income, not the $1.65B catastrophe hitALL https://www.quantisnow.com/articles/corpay-q3-eps-beat-0-39-guide-raise-0-65-fuel-4-90-gallon-and-6-6-lower-share-count-drive-32-eps-growthQuantisnowen2026-11-05T09:02:43.629ZCorpay beats its Q3 EPS guide by $0.39 and lifts 2026 EPS $0.65, but $4.90 fuel and a 6.6% lower share count explain much of itCPAY https://www.quantisnow.com/articles/tko-q3-ebitda-up-54-but-2026-guide-raise-is-15m-while-world-cup-added-45m-and-q4-implied-flatQuantisnowen2026-11-05T08:03:02.762ZTKO Raises 2026 EBITDA Guide Only $15M as the World Cup Added About $45M to Q3 and Q4 Is Implied FlatTKO, LYV https://www.quantisnow.com/articles/expedia-q3-beat-raises-2026-revenue-guide-265m-but-full-year-range-implies-q4-growth-below-12-percentQuantisnowen2026-11-05T07:03:09.769ZExpedia beats Q3 and raises 2026 revenue guide $265M at the midpoint, but an 11% to 12% full-year range implies Q4 growth below Q3's 12%EXPE, BKNG, ABNB https://www.quantisnow.com/articles/coherent-q1-eps-tops-guide-by-0-04-on-2-37b-revenue-while-776m-capex-exceeds-operating-profitQuantisnowen2026-11-05T06:02:54.128ZCoherent beats its Q1 EPS guide by $0.04 on $2.37B revenue, but $776M of capex now exceeds operating profitCOHR, ALAB https://www.quantisnow.com/articles/revolution-medicines-rasonque-197-6m-first-launch-quarter-not-a-run-rateQuantisnowen2026-11-05T05:02:26.290ZRevolution Medicines books $197.6M of first RASONQUE sales in about five weeks, but warns Q3 is not a run rateRVMD, RPRX, AMGN, BMY https://www.quantisnow.com/articles/motorola-solutions-q3-12-percent-growth-4-8-percent-organic-silvus-earnout-cuts-gaap-epsQuantisnowen2026-11-05T04:02:53.238ZMotorola Solutions' 12% Q3 Sales Growth Is About 4.8% Organic, and a $0.52 Silvus Earnout Charge Cut GAAP EPS 8%MSI https://www.quantisnow.com/articles/aflac-q3-gaap-eps-0-61-vs-adjusted-2-43-453m-reserve-remeasurement-gains-buybacks-outrun-earningsQuantisnowen2026-11-05T03:04:07.537ZAflac's Q3 GAAP EPS of $0.61 trails adjusted EPS of $2.43, which leans on $453M of reserve gains worth about $0.91 a share pretaxAFL, MET, ALL, MFC, SLF https://www.quantisnow.com/articles/edwards-lifesciences-q3-eps-beat-12-cent-raise-lags-as-rd-phasing-worth-0-05-and-q4-guide-falls-19Quantisnowen2026-11-05T02:03:15.157ZEdwards Lifesciences beats its Q3 EPS guide by $0.06, but the 2026 EPS midpoint rises only $0.01 and R&D phasing explains most of the gapEW, MDT, ABT https://www.quantisnow.com/articles/mckesson-q2-eps-beat-mostly-tax-105m-discrete-benefit-about-0-90-a-share-guide-raised-1-40Quantisnowen2026-11-05T01:03:04.700ZMcKesson's $11.68 Q2 EPS Beat Is Mostly Tax: $105M of Discrete Benefits Equal About $0.90 a ShareMCK, COR https://www.quantisnow.com/articles/qualcomm-q4-eps-beat-by-a-penny-q1-eps-guide-3-below-consensus-auto-gains-cover-56-of-handset-dropQuantisnowen2026-11-05T00:02:44.330ZQualcomm's Q4 EPS beat by a penny, the Q1 EPS guide sits 3% below consensus, and auto gains cover 56% of the handset dropQCOM, AAPL https://www.quantisnow.com/articles/mercadolibre-q3-revenue-up-45-but-operating-income-falls-6-as-1-34b-credit-provision-absorbs-growthQuantisnowen2026-11-04T23:02:38.151ZMercadoLibre's 45% Q3 revenue jump cut operating income 6% as a $1.34B credit provision absorbed 16% of the new revenueMELI, NU, SE https://www.quantisnow.com/reports/2026-11-06/post-marketQuantisnowen2026-11-06T21:45:20.769ZTech Lifts Nasdaq 100 1.27% While Dow and Equal-Weight Slip - post-market report, Nov 6, 2026 https://www.quantisnow.com/reports/2026-11-06/premarket-moversQuantisnowen2026-11-06T12:30:14.013ZBiggest movers of the November 5, 2026 session https://www.quantisnow.com/reports/2026-11-05/post-marketQuantisnowen2026-11-05T21:45:28.518ZTech falls 7.94% and drags Nasdaq 100 down 6.31% - post-market report, Nov 5, 2026 https://www.quantisnow.com/reports/2026-11-05/premarket-moversQuantisnowen2026-11-05T12:30:13.970ZBiggest movers of the November 4, 2026 session