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/articles/bmo-downgrades-honeywell-aerospace-to-market-perform-cuts-target-15-to-181-closing-60-of-price-gapQuantisnowen2026-11-01T01:05:17.278ZBMO downgrades Honeywell Aerospace to Market Perform and cuts its target 15% to $181, closing 60% of the gap to the stockHONA, INTC, BFAM, ALNY, CART, LII, RSP https://www.quantisnow.com/articles/berkshire-q3-2026-preview-operating-eps-seen-down-5-6-to-5-91-and-only-nov-7-fits-saturday-release-patternQuantisnowen2026-10-31T22:03:24.775ZBerkshire Hathaway heads into Q3 with operating EPS seen down 5.6% to $5.91, but the report date is unconfirmed and only Nov 7 fits its Saturday patternBRK.B, BRK.A https://www.quantisnow.com/articles/amazon-record-13-9-margin-q3-2026-capex-75-9-billion-free-cash-flow-negativeQuantisnowen2026-10-31T20:03:08.650ZAmazon posts a record 13.9% operating margin in Q3, but $75.9 billion of capex leaves quarterly free cash flow near negative $33.5 billionAMZN, META, INTC, MRVL https://www.quantisnow.com/articles/sp-moves-meta-aa-outlook-to-negative-132-billion-cash-deficits-through-2028-vs-80-92-billion-debtQuantisnowen2026-10-31T19:02:40.353ZS&P Moves Meta's AA- Outlook to Negative as It Projects $132 Billion of Cash Deficits Through 2028 Against $80.92 Billion of DebtMETA, AMZN, SPGI https://www.quantisnow.com/articles/skywest-q3-eps-beat-14-7-drop-depreciation-change-masks-fuel-costs-trimmed-2026-outlookQuantisnowen2026-10-31T16:02:58.744ZSkyWest beats Q3 EPS at $3.08 but falls 14.7% as a $16 million depreciation cut masks fuel costs and a trimmed 2026 outlookSKYW, UAL, ALK https://www.quantisnow.com/articles/real-estate-wire-activity-1-69x-leadership-changes-outnumber-earnings-equinix-public-storage-oct-31-2026Quantisnowen2026-10-31T14:05:26.554ZReal Estate wire activity hits 1.69x its norm as leadership changes outnumber earnings 11 to 6 and several non-property names inflate the countEQIX, PSA, ELS, WELL, UHT, BNL, MPT, EBAY https://www.quantisnow.com/articles/lattice-semiconductor-places-new-directors-on-audit-and-compensation-committees-after-1-6-billion-ami-dealQuantisnowen2026-10-31T12:02:22.428ZLattice Names New Directors to Audit and Compensation Committees on Oct 29, Months After Its $1.6 Billion AMI DealLSCC