https://www.quantisnow.com/articles/aig-q3-combined-ratio-up-4-5-points-underlying-only-0-1-catastrophes-reserve-releases-buybacksQuantisnowen2026-11-04T05:03:03.420ZAIG's Q3 combined ratio rose 4.5 points but the underlying ratio moved only 0.1 as catastrophes and thinner reserve releases did the damageAIG, MRSH, AON, AJG https://www.quantisnow.com/articles/berkshire-buys-26-9m-of-sirius-xm-80-on-day-one-then-keeps-buying-as-price-climbs-4-6Quantisnowen2026-11-04T04:03:01.807ZBerkshire buys $26.9M of Sirius XM over three sessions, 80% on day one, then keeps paying up as the price rises to $30.51BRK.B, SIRI, BA, CAT, TSM https://www.quantisnow.com/articles/booking-q3-eps-beat-buybacks-twice-free-cash-flow-cash-falls-1-5b-to-16-2bQuantisnowen2026-11-04T03:02:36.966ZBooking's Q3 EPS beat by $0.17, but buybacks of $2.1B ran at twice free cash flow and cash fell $1.5B to $16.2BBKNG, ABNB, EXPE https://www.quantisnow.com/articles/keurig-dr-pepper-q3-eps-beat-smaller-than-99m-tariff-refund-worth-about-0-07-a-shareQuantisnowen2026-11-04T02:02:44.665ZKeurig Dr Pepper's $0.04 Q3 EPS Beat Is Smaller Than the $99M Tariff Refund, Worth About $0.07 a Share Before TaxKDP, KOF, AAPL https://www.quantisnow.com/articles/boeing-directors-buckley-mollenkopf-buy-1-51m-near-52-week-low-after-737-max-ramp-slipQuantisnowen2026-11-04T01:02:30.853ZTwo Boeing directors buy $1.51M of stock near the 52-week low, roughly doubling their direct stakes after the 737 MAX ramp slippedBA, TSM https://www.quantisnow.com/articles/block-q3-gross-profit-beat-105m-guide-raise-116m-leaves-only-10m-for-q4-implied-growth-15-percentQuantisnowen2026-11-04T00:02:52.884ZBlock's Q3 gross profit beat its guide by $105M, and $116M raise to 2026 outlook leaves only about $10M of new Q4 expectationXYZ https://www.quantisnow.com/articles/amgen-q3-gaap-eps-up-19-but-non-gaap-operating-income-up-9-and-free-cash-flow-falls-to-3-7bQuantisnowen2026-11-03T23:03:23.477ZAmgen's Q3 GAAP EPS jumps 19% but non-GAAP operating income rose only 9% as free cash flow fell to $3.7BAMGN https://www.quantisnow.com/articles/spy-gains-while-rsp-falls-amd-up-9-after-hours-mgm-director-buys-51-7mQuantisnowen2026-11-03T22:17:22.681ZMegacaps lift S&P 500 as equal weight falls, AMD jumps 9.2% after hours on a $17B Q4 guide and MGM director buys $51.7MAMD, SPY, RSP, XYZ, TOST, MGM, MRVL, SMCI https://www.quantisnow.com/articles/arista-q3-revenue-beats-guide-by-10-9-and-q4-guide-tops-consensus-by-8-to-11-as-gross-margin-slips-to-64Quantisnowen2026-11-03T22:02:35.348ZArista's Q3 revenue beat its own guide by 10.9% and Q4 guidance sits 8% to 11% above consensus, but gross margin fell 1.2 pointsANET, AMD, MRVL, LITE https://www.quantisnow.com/articles/shopify-q3-revenue-growth-slows-to-31-6-and-misses-by-28m-as-opex-beats-guide-and-shares-fall-7-6Quantisnowen2026-11-03T21:02:57.712ZShopify Q3 revenue growth slows to 31.6% and misses consensus by $28M as opex beats guide and shares fall 7.6%SHOP, TWLO, FISV https://www.quantisnow.com/articles/caterpillar-director-fish-buys-620390-after-9-3-post-earnings-drop-lone-buy-among-33-insider-tradesQuantisnowen2026-11-03T20:02:45.776ZCaterpillar director Fish buys $620,390 of stock after a 9.3% post-earnings drop, the only buy among 33 insider trades in six monthsCAT, TSM, WM https://www.quantisnow.com/articles/organigram-aurora-c7-80-bid-half-cash-ogi-drop-cuts-combined-election-to-c7-39Quantisnowen2026-11-03T19:02:47.190ZOrganigram's C$7.80 Aurora bid is only half cash: a 10% OGI drop cuts the combined election to about C$7.39BTI, OGI, ACB https://www.quantisnow.com/articles/waters-q3-beat-is-legacy-driven-as-bd-businesses-grow-1-2-and-gaap-eps-falls-to-0-82Quantisnowen2026-11-03T18:02:47.056ZWaters' Q3 beat came from legacy Waters up 9% while the BD businesses grew about 1.2% and GAAP EPS fell to $0.82WAT, BDX, BRKR https://www.quantisnow.com/articles/cvr-energy-750m-stock-sale-follows-4-2b-marathon-deal-as-icahn-sells-250m-while-committing-500mQuantisnowen2026-11-03T17:03:07.861ZCVR Energy's $750M Stock Sale Lands Hours After Its $4.2B Marathon Deal, and Icahn Is Selling $250M of ItCVI, MPC, MPLX, IEP https://www.quantisnow.com/articles/mplx-12-5-payout-raise-outruns-4-7-dcf-growth-as-management-flags-2027-ebitda-lossQuantisnowen2026-11-03T17:02:38.401ZMPLX's 12.5% payout raise outruns 4.7% DCF growth, and management says a fourth straight 12.5% raise is not assuredMPLX, MPC, CVI https://www.quantisnow.com/articles/ametek-q3-eps-beat-emg-supplied-48-of-profit-growth-as-0-36-add-back-runs-80-above-2024Quantisnowen2026-11-03T16:02:59.643ZAMETEK's $0.10 Q3 EPS beat leans on EMG, which supplied about 48% of profit growth, while the $0.36 add-back is 80% above 2024AME, ETN, WAT https://www.quantisnow.com/articles/crowdstrike-s-reported-495m-fiddler-dreadnode-deals-may-book-below-headline-as-sgnl-and-seraphic-didQuantisnowen2026-11-03T15:03:08.609ZCrowdStrike's Reported $495M for Fiddler and Dreadnode May Book Lower, as January's SGNL and Seraphic Deals DidCRWD, PANW, ZS https://www.quantisnow.com/articles/pfizer-s-1-5b-revenue-guide-raise-is-2-1x-its-q3-beat-but-the-0-10-eps-raise-trails-the-0-14-beatQuantisnowen2026-11-03T14:02:58.744ZPfizer's $1.5B revenue guide raise is 2.1x its Q3 beat, but the $0.10 EPS raise trails the $0.14 beat as revenue slips 0.4%PFE, BMY, MRK, NVS https://www.quantisnow.com/articles/fiserv-s-6-45b-goodwill-charge-drives-11-17-gaap-loss-but-adjusted-operating-income-fell-17Quantisnowen2026-11-03T13:02:37.826ZFiserv's $6.45B goodwill charge drives an $11.17 GAAP loss, but a 17% drop in adjusted operating income is the real Q3 issueFISV, FIS, JKHY, GPN, XYZ https://www.quantisnow.com/articles/eaton-raises-guide-marvell-two-downgrades-and-only-perion-has-a-catalyst-in-nov-3-premarketQuantisnowen2026-11-03T12:53:30.382ZEaton beats and raises on 19% organic growth while Marvell takes two downgrades and only Perion has a clear pre-market catalystETN, MRVL, LITE, PERI, CASK, BE, MRSH, AON https://www.quantisnow.com/articles/cvr-s-4-2b-marathon-refinery-deal-is-2-9x-annualized-ebitda-but-record-margins-set-the-priceQuantisnowen2026-11-03T12:03:11.806ZCVR Energy's $4.2B Marathon refinery deal is about 2.9x annualized EBITDA, but record margins set the priceCVI, MPC, IEP, MPLX, VLO, PSX https://www.quantisnow.com/articles/adm-nine-month-adjusted-eps-4-32-tops-february-guide-third-raise-hinges-on-implied-q4Quantisnowen2026-11-03T11:03:34.017ZADM's $4.32 of nine-month adjusted EPS already tops its February guide, so the third raise turns on what Q4 must deliverADM https://www.quantisnow.com/articles/rollins-family-vehicle-lor-buys-50m-of-stock-at-34-59-34-below-the-company-s-h1-buyback-priceQuantisnowen2026-11-03T09:02:52.065ZRollins family's LOR buys $50M of stock at $34.59, 34% below the company's own H1 buyback priceROL, NTRS https://www.quantisnow.com/articles/neurocrine-q3-revenue-up-41-but-vykat-xr-adds-107m-organic-27-8-and-cash-falls-to-790mQuantisnowen2026-11-03T08:02:55.037ZNeurocrine's 41% Q3 revenue jump includes $107M from Vykat XR, so organic growth was about 27.8% as cash fell to $790MNBIX, VRTX 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/reports/2026-11-03/post-marketQuantisnowen2026-11-03T21:45:25.053ZTech and Comms lead as Staples and Materials drop about 2% - post-market report, Nov 3, 2026 https://www.quantisnow.com/reports/2026-11-03/premarket-moversQuantisnowen2026-11-03T12:30:13.770ZPre-market movers - November 3, 2026 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