ATLASATLAS News
Market news, explained with ATLAS data
The stories moving stocks today, written by ATLAS from the reporting of the major outlets, with the price move, fair value and one-month odds of every company involved. Each story links its sources.
November 6, 2026
- Canadian dollar falls to nearly three-week low after surprise jobs lossReuters reports the Canadian dollar dropped to its weakest level in almost three weeks after an unexpected loss of jobs.Economy
- Qualcomm, Impinj, Power Integrations and Kulicke and Soffa Shares Jump in Morning TradingFinancialContent reports that Qualcomm and three other semiconductor and hardware stocks rose in the morning session as buyers returned to beaten-down names.EarningsQCOM
- Blackstone and Aon Launch Cortina, an Insurer for InsurersStock Titan reports Blackstone and Aon launched Cortina, with a dividend for participating Aon clients and underwriting expected to begin Jan. 1, 2027.CompaniesBX
- SpaceX Reportedly Signs $45B AI Compute Deal With Anthropic, Plans xAI MergerSimply Wall St reports SpaceX (SPCX) signed a multi-year AI compute deal with Anthropic worth a reported $45b, and Elon Musk plans to merge xAI into SpaceX.DealsSPCX
- STB orders Union Pacific to disclose records after CEO remarks on mergerThe STB has ordered Union Pacific to disclose records after its CEO's merger-related remarks, Logistics Management reports, adding scrutiny to the Norfolk Southern deal.DealsUNPNSC
- AppLovin Reports Q3 Results Above Expectations and Guides Q4 Revenue HigherFXLeaders reports AppLovin beat Q3 revenue and earnings expectations and issued Q4 revenue guidance above analyst forecasts.EarningsAPP
- Palo Alto Networks reportedly in talks to buy Clutch SecurityPalo Alto Networks is reportedly negotiating to acquire AI agent security startup Clutch Security, a deal grafa.com puts at $500 million.DealsPANW
- Intel's Classiq deal includes $350 million in milestone-based paymentsCTech reports Intel will pay about $1.9 billion for Israeli quantum firm Classiq, plus $350 million tied to milestones, in cash or shares.DealsINTC
- Moderna Raises Revenue Outlook After Q3 2026 Earnings BeatModerna reported third-quarter 2026 results above forecasts and raised its full-year sales growth outlook, outlets report, with Covid vaccine sales a key factor.EarningsMRNA
- Vistra Reports Q3 2026 Profit Growth, Raises Full-Year OutlookVistra reported strong third-quarter 2026 profit growth and raised its full-year earnings guidance, though revenue fell short of Wall Street expectations.EarningsVST
- AMD Beats Q3 2026 Estimates as Data Center Revenue Rises 97%TradingView reports AMD topped Wall Street's third-quarter 2026 revenue and earnings estimates, with data center revenue up 97%, though the stock later fell.EarningsAMD
- Marvell Technology Shares Fall Sharply After All-Stock Lumentum DealPluang reports Marvell Technology (MRVL) shares dropped over 50% in a month after its all-stock Lumentum acquisition, raising dilution concerns.TechnologyMRVL
- Lam Research Approves $25 Billion Buyback and Declares $0.33 DividendLam Research's board approved a $25 billion buyback and declared a $0.33 quarterly dividend, according to ad-hoc-news.de, MarketBeat and StreetInsider.CompaniesLRCX
- Cloudflare Lifts 2026 Revenue Outlook After 39% Third-Quarter GrowthCloudflare reported 39% year-over-year revenue growth in Q3 and raised its 2026 revenue outlook, with analysts at Guggenheim and Truist weighing in.EarningsNET
- October jobs report beats estimates with 165K payrolls, lifting Treasury yieldsSeveral outlets report that October payrolls rose by 165K, well above expectations, as the 10-year Treasury yield rose and the Fed was seen keeping a December hike.Economy
- Palantir Extends 8-Day Losing Streak After Latest Earnings ReportTrefis says Palantir shares fell for eight straight days, down 22.1% over the run, while The Motley Fool weighs in on the company's latest quarterly report.EarningsPLTR
November 5, 2026
- Analog Devices completes acquisition of edge-AI chipmaker Alif SemiconductorAnalog Devices has closed its $1.35B purchase of Alif Semiconductor, an edge-AI chipmaker with engineering teams in Singapore and India, outlets report.DealsADI
- Seagate, Western Digital and Sandisk in focus as storage shares come under pressureStorage stocks Seagate, Western Digital and Sandisk draw coverage as shares of several hardware names fall, with attention on results, margins and AI demand.TechnologySTXWDCSNDK
- Arista Networks reports record Q3 revenue and issues Q4 revenue guidanceArista Networks posted record third-quarter 2026 revenue of about $3.66 billion, up 58.5%, and guided Q4 revenue to $3.9 billion to $4.0 billion.EarningsANET
- Oil Swings as Iran War Peace Prospects Remain UncertainBloomberg and the Financial Times report on mediators pushing for a deal to end the Iran war, while oil moved between rebound and decline on peace signals.Commodities
- Vertiv Signs Infineon Chip Supply Pact and Adds UIG DealVertiv agreed a three-year power semiconductor partnership with Infineon for AI data centers, and SMEStreet reports a UIG deal for data centre power.DealsVRT
- Oracle reportedly cancels $7 billion AI chip deal with TencentTHE ELEC reports Oracle canceled a $7 billion AI chip deal with Tencent, while MarketBeat notes Scotiabank lowered its FY2027 EPS estimates for Oracle.TechnologyORCL
- Caterpillar Posts Record $20.5B Q2 Revenue and Lifts Full-Year OutlookCaterpillar (CAT) reported record second-quarter revenue of $20.5B and raised its full-year outlook, according to scanx.trade.EarningsCAT
- Intel Shares Fall on Weak Fourth-Quarter Sales Outlook as Chips SlideThe Globe and Mail reports Intel (INTC) fell after a weak fourth-quarter sales outlook, during a broader selloff in chip stocks on Nov. 5.EarningsINTC
- Tesla shares slide again as post-election slump deepens, Bloomberg reportsBloomberg reports Tesla shares fell again in a deepening post-election slump, while Yahoo Finance looks at how much TSLA stock Elon Musk owns.MarketsTSLA
- AI and Tech Stocks Sell Off Sharply as S&P 500 Falls 4.4%AP reports the S&P 500 tumbled 4.4% in a brutal AI stock sell-off, while Bloomberg notes Treasuries rallied and CNBC says Asian chip stocks fell.MarketsNVDAMUAMDSNDK
- Sony Raises Outlook as Spider-Man Film and Games Drive GrowthSony's profit climbed on 'Spider-Man: Brand New Day' and games, and the company lifted its outlook, according to Reuters, Bloomberg and others.EarningsSONY
- Bank of England raises interest rates to 4% as it warns on inflationCNBC and the Financial Times report the Bank of England raised its key rate to 4% and warned that inflation will come close to 5%.Economy
- Oil falls below $100 and Asian fuel oil slumps on Iran de-escalation hopesReuters reports Asia fuel oil benchmarks slumped as markets priced in possible Iran war de-escalation; Bloomberg notes oil's drop below $100 leaves risks.Energy
November 4, 2026
- Emirates Reports 66% Drop in Profit, Citing War and High Fuel CostsBloomberg reports Emirates posted a 66% profit decline, with the war and elevated fuel costs named as the drivers behind the weaker results.Earnings
- Toyota lifts profit outlook on hybrid demand and a weaker yenBloomberg reports Toyota has raised its profit forecast, pointing to strong hybrid demand and a weak yen as the drivers behind the revision.Companies
- Asian stocks fall after AI selloff hits US markets, Reuters reportsReuters reports Asian shares tumbled after an AI-driven rout in US markets, with South Korean stocks plunging as US midterm results sparked a selloff.Markets
- Reuters: Fed Officials Hammack and Barkin Back Gradual Rate-Hike PathReuters reports Fed's Hammack and Barkin favor a gradual rate-hike path to lower inflation, and that the election stiffens Fed guardrails amid independence risks.Economy
- 3M shares jump after $7.35 billion 'forever chemicals' settlementReuters reports that 3M stock surged after the company reached a $7.35 billion settlement tied to so-called forever chemicals.Companies
- Reuters: ECB Rate Hike Looks Nearly Certain After Inflation ClimbsReuters reports that an ECB rate hike looks nearly certain after inflation rose to a three-year high, according to its latest report.Economy
- Euro zone inflation reaches 4%, first time in three years, CNBC reportsCNBC reports euro zone inflation has hit 4% for the first time in three years, with an interest rate hike looming.Economy
November 3, 2026
- Gold climbs to over two-week high on weaker dollar, then slips before US payrollsGold rose with a softer dollar around the US midterm results, hit a two-week high, then dipped ahead of payrolls data, while Bloomberg says copper moved lower.Commodities
- India's dollar hedging activity drops as RBI cracks down on speculationBloomberg reports that dollar hedging in India has slumped after the Reserve Bank of India moved to curb speculation in the currency market.Economy
- Wall Street rallies and oil falls after US midterm electionsStocks rose and oil fell after the US midterms, outlets report, as Democrats won Congress and traders weighed hopes of an exit from the Iran war.Markets
- Suncor and ONGC Report Stronger Results as Oil Prices and Margins RiseReuters reports Suncor Energy beat profit estimates and India's ONGC posted higher Q2 profit, both citing stronger crude prices and margins.Energy
- Gold and silver rise as dollar eases after Democrats win CongressReuters said gold slipped on a firmer dollar and yields before the US midterms; CNBC then reported gold and silver jumped as Democrats took Congress.Commodities
Information, not advice. This content is informational and is not an investment recommendation or an offer to buy or sell securities. ATLAS estimates come from statistical models using public data, can be wrong, and past performance does not guarantee future results. Disclaimer