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Saturday, November 14

Market news

Company news that moves stocks, summarized from reports and the press.

Today November 14

Product Launches

OpenAI Launches ChatGPT Wallet for AI-Agent Purchases

OpenAI has launched ChatGPT Wallet, a payment feature that lets its AI agents make purchases for users. Users can add a debit or credit card and approve each transaction without re-entering card information. The agents do not have access to users’ card details, and every purchase requires a security check. The wallet initially is available to U.S. Pro subscribers over 18, and purchases preserve existing card rewards and protections.

Yesterday November 13

Product Launches

SpaceX Launches Starship Flight 15 in First Dual Catch Attempt

SpaceX launched its 15th Starship test flight on Friday and, for the first time, tried to catch both the Super Heavy booster and the Starship spacecraft with its launch tower. The attempt marked a major test of the rocket system’s recovery plan. CEO Elon Musk has described rapid reusability as a goal for Starship. Catching the booster and spacecraft could support that approach by allowing both parts of the rocket to be recovered after flight.

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Regulatory Actions

FAA Grounds U.S. Departures Over Air Traffic Control Communications Issue

The Federal Aviation Administration issued a nationwide ground stop on Friday afternoon, halting departing flights across the United States over a communication issue affecting multiple air traffic control centers. The agency cited safety concerns and “extraordinary circumstances.” The ground stop disrupted hundreds of flights. It applied to departing traffic, rather than grounding every aircraft already in the air.

LUV DAL UAL JBLU AAL
Mergers & Acquisitions

Samsung in Talks to Acquire Modine as Shares Jump 29% to 35%

Samsung Electronics is in talks to acquire Modine Manufacturing, a U.S. maker of cooling systems for data centers. Modine shares jumped 29% to 35% after news of the discussions. Modine’s data center sales nearly doubled last quarter, and the company recently spun off its automotive-focused business to concentrate on cooling. Its equipment serves data centers, including facilities used for artificial intelligence workloads.

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Earnings

HawkEye 360 Revenue Jumps 84% to $59.3 Million in Q3

HawkEye 360 reported third-quarter 2026 revenue of $59.3 million, up 84% from $32.2 million a year earlier. The company said growth was driven by its acquisition of ISA and higher international sales. International revenue reached a record $23.3 million, up 76% year over year. HawkEye 360 had a backlog of $300.3 million as of September 30, 2026. The company raised its 2026 revenue guidance to $225 million to $227 million and its adjusted EBITDA guidance to $38 million to $40 million. EBITDA is a measure of earnings before interest, taxes, depreciation and amortization; adjusted EBITDA excludes certain items.

HAWK
Earnings

Cerebras Raises Full-Year Revenue Forecast After Record Q3

Cerebras raised its full-year revenue forecast after reporting record third-quarter revenue of $210.8 million under standard accounting rules. Its core revenue was $230.9 million, while GAAP cloud revenue rose 265% from a year earlier to $144.9 million. The AI chipmaker also reported a surprise profit and announced a deal with Microsoft. It said it had secured commercial wins with two new hyperscalers and now has 700 megawatts of data center capacity under contract. Cerebras shares jumped about 11% to more than 14% in premarket trading after the results and forecast update. The company is competing with Nvidia and cloud providers for demand for AI computing capacity.

CBRS

Thursday November 12

Earnings

Applied Materials Q4 Revenue Jumps 53% to Record $10.41 Billion

Applied Materials reported record fourth-quarter revenue of $10.41 billion, up 53% from a year earlier, as demand for semiconductor manufacturing equipment strengthened. The company posted net income of $2.72 billion and adjusted earnings per share of $4.16, up 92% year over year. GAAP earnings per share were $3.40, up 43%. For the full fiscal year, revenue rose 21% to a record $34.45 billion, while GAAP earnings per share increased 46% to $12.62. Applied Materials forecast first-quarter revenue above Wall Street expectations, citing continued demand for advanced AI chips. The company also unveiled its EPIC Center in Silicon Valley and announced four new research and development partnerships.

AMAT
Corporate Moves

Microsoft Outlook and Teams Hit by Widespread Outage

Microsoft’s Outlook email service and other Microsoft 365 services, including Teams, suffered a widespread outage on Thursday, disrupting access for thousands of users in the Americas. Some users could not access their Outlook inboxes. Microsoft said some servers had become unexpectedly unavailable, putting added strain on the remaining infrastructure. The company was investigating the disruption and working to restore service.

MSFT
Earnings

Cisco Raises Revenue Forecast After Q1 Revenue Reaches $18.5 Billion

Cisco reported $18.5 billion in fiscal first-quarter revenue, above analyst expectations of $18.1 billion. Non-GAAP earnings were $1.40 per share, compared with expectations of $1.33; GAAP earnings were $1.14 per share. The company raised its full-year revenue forecast, citing demand for AI networking equipment and cybersecurity tools. Cisco shares rose 5% after the results. The results come as Cisco seeks to expand its role in AI infrastructure. Stronger demand for networking equipment helped support the higher revenue outlook.

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Stock Movements

Broadcom Shares Rise 4% to 4.6% Amid Nvidia Leadership Turmoil

Broadcom shares rose 4% to 4.6% on Thursday as investors weighed whether turmoil around Nvidia CEO Jensen Huang could shift more AI-chip demand to rivals. AMD shares also gained as investors rotated toward chipmakers other than Nvidia. Broadcom makes application-specific integrated circuits, or chips designed for particular tasks, including custom AI processors. The leadership uncertainty at Nvidia raised the possibility that large technology companies could diversify their AI-chip suppliers, potentially benefiting Broadcom.

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Corporate Moves

Nvidia CEO Jensen Huang Resigns; Colette Kress Named Interim Chief

Nvidia co-founder Jensen Huang resigned as president, CEO and a member of the board, effective immediately, ending his 33-year run as the company’s leader. The chipmaker named CFO Colette Kress interim CEO and appointed Harvey C. Jones as its first-ever board chair. Huang’s departure followed allegations about two relationships, including one with a woman suspected by U.S. intelligence of spying for China. Nvidia shares fell about 11% in early trading after the announcement. Kress joined Nvidia in 2013 and has served as its finance chief. Her appointment puts the company’s longtime CFO in charge during the leadership transition.

NVDA
Earnings

Nebius Beats Q3 Revenue Estimates, Targets $12B–$13B in 2027 Sales

Nebius beat Wall Street’s third-quarter revenue estimates and reported a smaller-than-expected loss. The AI cloud company projected $12 billion to $13 billion in sales for 2027, citing strong demand for its cloud computing infrastructure. Nebius shares fell about 20% before the market opened, reversing a gain of roughly 15% in the previous session.

NBIS

Wednesday November 11

Stock Movements

Nvidia Shares Fall 7% as Jensen Huang’s Future Comes Into Question

Nvidia shares fell 7% in after-hours trading Wednesday amid claims that the company’s board was preparing to remove CEO Jensen Huang. The claims emerged as Huang faced allegations of two extramarital relationships, including one with a Nvidia executive who reports to him and another with a woman accused of being a Chinese spy. The allegations have raised questions about Huang’s leadership at the company he co-founded and has led for 33 years. Some U.S. lawmakers have also called for an investigation into possible national security implications and tighter controls on exports of advanced AI chips to China.

NVDA
Earnings

Applied Aerospace & Defense Reports Record Q3 Revenue of $182.1 Million

Applied Aerospace & Defense reported record third-quarter revenue of $182.1 million, up 48.6% from a year earlier. The company also reached a record backlog of nearly $1.3 billion, representing orders awaiting delivery. Supplier constraints, delayed approvals and costs from ramping up production weighed on margins. The company said those constraints shifted up to $20 million in revenue into 2027.

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IPO

Anthropic IPO Roadshow Begins as Demand Builds

Anthropic has begun its IPO roadshow, and demand for the planned stock offering is strong ahead of its public-market debut. The roadshow is the company’s campaign to introduce the offering to potential investors. Retail investors could make the debut a record, with buying potentially surpassing the level associated with SpaceX. The IPO could also create substantial wealth for employees who own shares, bringing decisions about financial planning, property and personal security.

Stock Movements

Nvidia Sell-Off Erases More Than $1.7 Trillion in Market Value

Nvidia has lost more than $1.7 trillion in market value since early October as its sell-off deepened. Technology shares fell again on Tuesday amid broader concern about the health of the AI sector. The unease has centered on the pace of spending on AI infrastructure and regulatory uncertainty following the midterm elections. Steps by AI company Anthropic toward a large IPO did not calm those concerns.

NVDA
Corporate Moves

Costco Declares $30 Special Dividend and Reauthorizes Buyback Program

Costco’s board declared a special cash dividend of $30 per share, representing roughly $13.3 billion in total shareholder payouts. The board also reauthorized the company’s stock repurchase program. Costco shares rose 1.1% to $1,078.05 after the announcement. The dividend is a one-time payment in addition to any regular dividends.

COST
Earnings

AWS Revenue Growth Hits 39.3% as Backlog Reaches $578 Billion

Amazon Web Services grew revenue 39.3% last quarter, its fastest rate in nearly five years, and its backlog reached $578 billion. The backlog represents business still to be delivered and recognized as revenue. Customers outside AI labs accounted for 57% of the backlog, pointing to demand beyond AI-focused customers. Amazon has a roughly $220 billion spending plan, with the AWS backlog providing a base of committed business alongside that investment.

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Tuesday November 10

Earnings

Firefly Aerospace Beats Q3 Expectations and Raises 2026 Outlook

Firefly Aerospace reported third-quarter results that topped expectations and raised its 2026 outlook after the market closed Tuesday. The company posted a smaller adjusted loss—a loss excluding certain items—than analysts expected. The results came after a major engine deal with AST SpaceMobile. Firefly’s higher 2026 outlook gives shareholders an updated view of the company’s expectations for the year.

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Product Launches

Adobe Expands AI Agents Across Creative Cloud, Firefly and GenStudio

Adobe announced new AI agents and tools across Creative Cloud, Firefly and GenStudio at its Adobe MAX event in Miami Beach. The updates bring agentic workflows—AI that can carry out multistep tasks—into its creative and marketing products. Adobe is expanding its Creative Agent across Creative Cloud and Firefly, including tools for creators to ideate, create and scale content. The company also announced agentic AI innovations for GenStudio, its content supply chain solution for brands. Adobe said the new tools are designed to help creative professionals and marketing teams work more efficiently while retaining control over their work. The announcements span products including Photoshop, Premiere, Illustrator and InDesign.

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