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Archival photograph of the landscaped walkway to NVIDIA’s Endeavor building in Santa Clara, California.

Lead story

Lead story · #earnings

$NVDA slides 13% as stocks rally and yields climb

The S&P 500 gained 2.51% and the U.S. 10-year yield hit 5.15%. After a 12.75% slide, $NVDA heads into earnings with a new interim CEO.

Nov 13, 20263 min read

$NVDA$RKLB$CRWV$MU

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Archival photograph of a Cerebras office building in Sunnyvale with a photographed Cerebras roadside sign

Nov 13, 20264 min read

Cerebras rises as cloud sales surge, but Core growth is not GAAP profit

CBRS rose in Friday’s snapshot after cloud revenue jumped 265%. What its new Core outlook, accounting losses and November 17 events mean for option risk.

$CBRS$NVDA$AMD#earnings#ai-infrastructure

Cropped archival photograph of an Applied Materials facade bearing the Maydan Technology Center sign

Nov 13, 20264 min read

Applied Materials sales jump 53%; new outlook puts chip demand in focus

Applied Materials reports USD10.41 billion in quarterly sales and a USD11.1 billion next-quarter revenue midpoint. The numbers and risks for option sellers.

$AMAT$LRCX$KLAC#earnings#semiconductors

Archival evening view of the Sao Paulo skyline reflected in an Ibirapuera Park pond

Nov 12, 20265 min read

Nu reports USD1.1 billion profit; credit quality remains the test

Nu’s Q3 profit and efficiency outlook improved, but overdue loans rose. The key numbers, market baseline and risks for option sellers.

$NU$ITUB$STNE#earnings#financials

Archival photograph of Cisco Building 11 at its San Jose campus, with trees, café umbrellas and a fountain.

Nov 12, 20265 min read

Cisco lifts its outlook as networking sales jump 43%

Cisco raises fiscal 2027 revenue guidance to USD 74.8–75.8 billion. Strong networking sales meet gross-margin pressure and fresh options risk.

$CSCO$ANET$HPE#earnings#networking

White geometric canopy at NVIDIA’s headquarters entrance in Santa Clara, California; archival photograph from September 4, 2022.

Nov 12, 20264 min read

Huang resigns from Nvidia as shares fall ahead of earnings

Colette Kress takes over as interim CEO. A share selloff, an independent board inquiry and November 17 earnings create separate risks for option sellers.

$NVDA$AMD$AVGO#nvidia#leadership

Archival server racks at NERSC in 2011; illustrative photograph, not a Nebius facility.

Nov 12, 20265 min read

Nebius sales soar, but capacity delays and a bigger spending bill hit shares

Nebius grew Q3 revenue 571%, yet delayed capacity and higher capital spending changed the earnings picture. What the numbers mean for option sellers.

$NBIS$CRWV$IREN#earnings#ai-cloud

Archival exterior of the Applied Materials Metron office in Hillsboro, Oregon, with its sign above the entrance.

Nov 12, 20264 min read

Applied Materials jumps 6% before earnings as chip-equipment stocks rebound

AMAT’s November 11 rally sets up a November 12 earnings test. The earlier guidance, peer moves and risks for option sellers, explained.

$AMAT$LRCX$KLAC#earnings#semiconductors

Archival astronaut photograph of circular and polygonal agricultural fields near Perdizes, Minas Gerais, Brazil.

Nov 11, 20265 min read

Corteva slides after earnings as Brazil weakness hits crop protection

Corteva’s post-spin Q3 sales fell 9%, and Brazil’s financing and inventory pressures shaped its updated outlook. The November 12 call is the next test.

$CTVA$FMC#earnings#crop-protection

Archival view of Cisco’s San Jose campus, with low-rise office buildings, trees and parking areas beneath distant hills.

Nov 11, 20264 min read

Cisco rises before earnings as AI sales face a margin test

Cisco rose 2.66% before its November 12 report. AI orders, revenue conversion and margins set the test for earnings—and the risk for option sellers.

$CSCO$ANET#earnings#ai-networking

Archival photograph of an AMD office building in South Austin at sunset.

Nov 11, 20265 min read

AMD jumps with chip stocks as new EPYC servers reach customers

AMD’s new EPYC shipping milestone meets a sharp chip rally. The sales target, delayed volatility snapshot and next catalysts explain the risk for option sellers.

$AMD$NVDA$INTC#semiconductors#epyc