https://www.quantisnow.com/articles/onsemi-q3-beat-is-1-3-over-guide-midpoint-but-gross-margin-reaches-41-2-and-ai-data-center-hits-180mQuantisnowen2026-11-03T07:03:08.621Zonsemi's Q3 beat is narrow at 1.3% over the guide midpoint, but gross margin hit 41.2% and AI data center reached $180MON, MPWR, VICR https://www.quantisnow.com/articles/realty-income-q3-affo-1-12-guide-raise-implies-weaker-q4-1-10-to-1-11-as-per-share-growth-slows-to-3-7Quantisnowen2026-11-03T06:02:42.962ZRealty Income's $0.01 AFFO guide raise implies Q4 AFFO of $1.10 to $1.11, below Q3's $1.12, as per-share growth slows to 3.7%O, NNN, ADC, WPC https://www.quantisnow.com/articles/marvell-lumentum-fixed-4-5x-ratio-worth-771-at-monday-close-32-percent-below-1132-headlineQuantisnowen2026-11-03T05:03:55.673ZMarvell's Fixed 4.5x Offer for Lumentum Was Worth $771 a Share at Monday's Close, 32% Below the $1,132 HeadlineMRVL, LITE, COHR https://www.quantisnow.com/articles/oracle-20b-raise-notes-7-to-8-65-pct-210-to-220-bp-over-cheniere-wabtec-stock-at-116Quantisnowen2026-11-03T04:02:58.066ZOracle's $20B raise prices notes at 7.0% to 8.65%, 210 to 220 bp above Cheniere and Wabtec 2037 notes, with stock sold at $116ORCL, LNG, WAB, BX, HCA https://www.quantisnow.com/articles/palantir-q3-revenue-beats-guide-by-6-9-but-tcv-grows-6-and-rpo-flat-at-4-9bQuantisnowen2026-11-03T03:02:55.555ZPalantir's Q3 revenue beats its guide by 6.9% but TCV grows just 6% and RPO sits flat at $4.9BPLTR, CRWD, ORCL https://www.quantisnow.com/articles/vertex-q3-guide-up-50m-crinetics-may-explain-most-of-it-and-underlying-growth-is-about-10-5-percentQuantisnowen2026-11-03T02:02:44.121ZVertex raises 2026 revenue guide $50M to $13.15B-$13.25B, but Crinetics may account for most of it and underlying Q3 growth is about 10.5%VRTX, CRSP https://www.quantisnow.com/articles/sp-500-third-straight-loss-tech-drops-2-92-oil-falls-7-16-equal-weight-rsp-gains-0-76Quantisnowen2026-11-02T22:18:47.162ZS&P 500 slips a third day as tech drops 2.92% and oil falls 7.16%, while equal-weight RSP gains 0.76%SPY, QQQ, RSP, XLK, XLE, USO, ORCL, AAPL https://www.quantisnow.com/articles/apple-s-114-5b-q4-beats-its-9-to-11-guide-but-a-0-05-tariff-refund-flatters-the-2-10-epsQuantisnowen2026-11-02T22:02:41.364ZApple's $114.5B September Quarter Beats Its 9% to 11% Guide, but $0.05 of Tariff Refunds Flatters the $2.10 EPSAAPL, PLTR https://www.quantisnow.com/articles/morgan-stanley-cuts-coinbase-to-underweight-120-target-multiple-cut-from-20x-to-12x-drives-53-percent-dropQuantisnowen2026-11-02T21:03:21.644ZMorgan Stanley cuts Coinbase to Underweight with a $120 target, and the 20x to 12x multiple cut does more damage than the estimatesCOIN https://www.quantisnow.com/articles/fox-q1-fy2027-eps-beat-rests-on-world-cup-and-political-ads-while-roku-deal-funding-leaves-a-gapQuantisnowen2026-11-02T20:03:11.641ZFox's Q1 EPS beat of up to 26% rests on World Cup and political ads, while cash flow trails and the $22B Roku bill loomsFOXA, FOX, ROKU https://www.quantisnow.com/articles/pseg-q3-operating-eps-misses-pse-g-slips-9m-power-and-other-supplies-all-growthQuantisnowen2026-11-02T19:02:28.746ZPSEG's Q3 operating EPS misses by 4 cents as PSE&G earnings slip $9M and Power & Other supplies all the growthPEG, ETR https://www.quantisnow.com/articles/entergy-q3-eps-beats-by-0-31-but-116m-of-weather-is-worth-0-24-a-share-and-guide-implies-q4-of-0-46-0-56Quantisnowen2026-11-02T18:02:40.330ZEntergy's $1.98 Q3 EPS beat by $0.31, but weather added about $0.24 a share and the narrowed guide implies a $0.46 to $0.56 Q4ETR, PEG https://www.quantisnow.com/articles/supernus-closes-indivior-merger-93-days-after-signing-legacy-holders-get-1-5401-shares-and-43-5-percentQuantisnowen2026-11-02T17:03:08.996ZSupernus closes Indivior merger 93 days after signing: legacy holders get 1.5401 shares and a 43.5% stakeSUPN, INDV https://www.quantisnow.com/articles/estee-lauder-q1-eps-beat-gross-margin-raised-guide-assumes-slower-rest-of-yearQuantisnowen2026-11-02T17:02:33.325ZEstee Lauder's 41% Q1 EPS beat came from gross margin, and a raised guide that assumes a slower Q2 through Q4EL, COTY, IPAR https://www.quantisnow.com/articles/lumentum-q1-eps-beat-rests-on-42-3-operating-margin-as-cash-falls-758-8m-and-5b-optics-commitment-lacks-timingQuantisnowen2026-11-02T16:02:42.475ZLumentum's Q1 EPS beat of 8.3% rests on a 42.3% operating margin, while cash fell $758.8M and a $5B optics commitment has no timelineLITE, COHR, MRVL https://www.quantisnow.com/articles/kimberly-clark-closes-kenvue-after-365-days-and-the-8-8x-multiple-rests-on-2-1b-of-unproven-synergiesQuantisnowen2026-11-02T15:03:04.664ZKimberly-Clark closes Kenvue deal 365 days after signing, and the 8.8x multiple still depends on $2.1B of synergiesKMB, KVUE, JNJ, BAM, BP, NTAP https://www.quantisnow.com/articles/tempus-ai-q3-revenue-beats-by-0-5-as-related-party-sales-fall-to-22-1m-and-ebitda-tops-estimate-by-36Quantisnowen2026-11-02T14:02:40.227ZTempus AI's Q3 revenue beat is just 0.5%, but related-party sales fell to $22.1M and EBITDA of $25.6M beat by 36%TEM, PSNL https://www.quantisnow.com/articles/axsome-q3-revenue-up-52-to-259-7m-sunosi-milestones-and-auvelity-revenue-per-script-blur-the-growth-readQuantisnowen2026-11-02T13:02:27.620ZAxsome's Q3 revenue rises 52% to $259.7M, but Sunosi milestones and a $687 Auvelity script blur the growth readAXSM https://www.quantisnow.com/articles/idexx-q3-eps-4-01-beats-by-8-pct-but-guide-raise-of-0-25-trails-the-beat-as-litx-moves-with-no-catalystQuantisnowen2026-11-02T12:52:14.963ZIDEXX beats Q3 EPS by about 8% and raises its guide by $0.25, a smaller step than the $0.30 beat, while LITX is the lone unexplained pre-market moverIDXX, LITX, PEG, ETR, AXSM, CRWD, COIN, LITE https://www.quantisnow.com/articles/marriott-q3-revpar-6-5-beats-guide-but-two-year-growth-is-about-7-in-every-regionQuantisnowen2026-11-02T12:02:19.714ZMarriott's 6.5% Q3 RevPAR beats its 3.5% to 4.0% guide, but a soft 2025 base means every region is near 7% over two yearsMAR, CHH, IHG https://www.quantisnow.com/articles/check-point-q3-products-revenue-falls-19-1-to-105-5m-as-subscriptions-and-interest-income-hold-revenue-flatQuantisnowen2026-11-02T11:02:27.566ZCheck Point's Q3 product revenue falls 19.1% to $105.5M as subscriptions and interest income carry flat revenue and a 1% underlying EPS gainCHKP https://www.quantisnow.com/articles/blackstone-pension-group-pays-3-1b-for-49-9-of-mitsubishi-lng-canada-holder-implying-41-4b-for-100Quantisnowen2026-11-02T07:02:15.915ZBlackstone-led group pays $3.1B for 49.9% of Mitsubishi's LNG Canada holder, implying about $6.2B for the 15% stake and $41.4B for 100%BX, SHEL, APO, KKR https://www.quantisnow.com/articles/ffr-ships-record-351-robots-in-october-no-revenue-disclosed-416-a-month-needed-for-2000-unit-year-end-levelQuantisnowen2026-11-02T06:02:12.758ZFFR reports a record 351 robots shipped in October, but gives no revenue and needs about 416 a month to reach 2,000 unitsFFR, FFAI, MVIS https://www.quantisnow.com/articles/microvision-fieldai-release-nov-1-lidar-evaluation-no-dollar-value-unit-count-or-contract-termQuantisnowen2026-11-02T04:02:26.996ZMicroVision's FieldAI release on Sunday, Nov 1 reports lidar bought for evaluation and gives no dollar value, unit count or contract termMVIS, OUST, AEVA, LYCA, PERI, FFR, FFAI https://www.quantisnow.com/articles/venrock-buys-644-711-of-lycia-at-25-78-43-above-the-18-ipo-price-and-14-below-the-first-day-closeQuantisnowen2026-11-02T00:02:49.993ZVenrock buys $644,711 of Lycia stock at $25.78, 43% above the $18 IPO price and 14% below the first-day closeLYCA, LLY https://www.quantisnow.com/articles/affle-11-70-perion-offer-28-above-perion-q2-buyback-price-oct-30-close-belowQuantisnowen2026-11-01T23:02:54.056ZAffle's $11.70 Perion Offer Is 28% Above What Perion Paid for Its Own Stock in Q2, While the Oct 30 Close Sat Below ThatPERI, MGNI, PUBM https://www.quantisnow.com/articles/affle-entity-chain-behind-perion-11-70-cash-offer-parent-guarantee-and-dual-listing-exitQuantisnowen2026-11-01T20:03:38.093ZThree Affle entities stand behind the $11.70 Perion cash offer, and the release does not say whether the parent guarantees itPERI https://www.quantisnow.com/articles/affle-pays-0-49x-run-rate-sales-for-perion-but-17x-annualized-ebitda-so-420-million-price-rests-on-marginsQuantisnowen2026-11-01T19:04:06.698ZAffle pays about 0.49x run-rate sales for Perion but 17x annualized EBITDA, so the $420 million price rests on a margin recoveryPERI https://www.quantisnow.com/articles/perion-affle-offer-lands-on-a-sunday-and-monday-s-spread-to-11-70-is-the-first-read-on-deal-riskQuantisnowen2026-11-01T18:03:29.470ZAffle's $11.70 Perion offer lands on a Sunday, so Monday's spread to the cash price is the first read on deal riskPERI https://www.quantisnow.com/articles/seven-open-market-insider-buys-in-1165-form-4s-oceanfirst-cfo-89500-purchase-stands-out-saba-fills-the-restQuantisnowen2026-11-01T14:02:50.451ZOnly 7 of 1,165 Form 4 filings were open-market buys this week, and an OceanFirst CFO's $89,500 purchase is the one worth a lookOCFC, DSM, ECF, BHRB, PEO, GRX, BMRC https://www.quantisnow.com/articles/perion-cash-covers-54-of-affle-price-so-the-34-5-premium-is-about-128-on-the-operating-businessQuantisnowen2026-11-01T14:02:35.078ZPerion's $228 million cash covers 54% of Affle's price, so the 34.5% premium is about 128% on the operating businessPERI https://www.quantisnow.com/articles/affle-perion-420-million-bank-financed-no-financing-condition-share-count-gapQuantisnowen2026-11-01T13:02:35.202ZAffle's $420 Million Perion Bid Has Bank Debt and No Financing Condition, but the Share Count Does Not ReconcilePERI https://www.quantisnow.com/articles/affle-buys-perion-at-11-70-cash-34-5-premium-with-40-day-go-shop-open-until-dec-11Quantisnowen2026-11-01T11:02:19.877ZAffle to buy Perion for $11.70 a share in cash, a 34.5% premium, but a 40-day go-shop leaves the price open until Dec 11PERI https://www.quantisnow.com/articles/three-brokers-downgrade-reddit-oct-30-us-users-fall-5-percent-low-double-digit-q4-decline-flaggedQuantisnowen2026-11-01T10:06:03.266ZThree brokers downgrade Reddit on Oct 30 as U.S. users fall 5% and a low double-digit Q4 drop is flaggedRDDT, INTC https://www.quantisnow.com/reports/2026-11-02/post-marketQuantisnowen2026-11-02T21:45:52.028ZTech and energy sink the S&P while cyclicals and staples rise - post-market report, Nov 2, 2026