▼ ~6%
Marvell falls about 6% after agreeing to acquire Lumentum Holdings in a $115 billion all-stock deal, seen as a major bet on AI data-center infrastructure.
Independent analysis on the stocks, sectors, and macro forces shaping your portfolio — from M&A shake-ups to AI infrastructure, from Fintech to the stars.
Today's Movers Investing Guide ↗Takeover bids, earnings and analyst calls driving the biggest moves. Percentages are approximate.
Marvell falls about 6% after agreeing to acquire Lumentum Holdings in a $115 billion all-stock deal, seen as a major bet on AI data-center infrastructure.
Shares surge after LS Power proposes buying the remaining shares for $2 each.
Jumps after agreeing to an all-cash acquisition by Affle at $11.70 per share.
Climbs on 10% revenue growth to $1.21 billion and a raised 2026 outlook.
Gains about 7% after UBS (UBS) upgrades the stock to buy.
Slips roughly 1% even after lifting full-year sales and profit guidance following a 7% quarterly revenue beat.
Drops about 4% after a quarterly revenue miss and weaker-than-expected Q4 revenue guidance.
| Ticker | Company | Move | Catalyst |
|---|---|---|---|
| EVGO | EVgo | ▲ 44% | LS Power $2/share proposal |
| PERI | Perion Network | ▲ ~31% | Affle all-cash deal, $11.70/share |
| IDXX | IDEXX Laboratories | ▲ ~17% | Revenue +10% to $1.21B, raised 2026 outlook |
| RIVN | Rivian | ▲ ~7% | UBS upgrade to buy |
| EL | Estée Lauder | ▼ ~1% | Raised guidance, 7% revenue beat |
| CHKP | Check Point Software | ▼ ~4% | Revenue miss, weak Q4 guidance |
| MRVL | Marvell Technology | ▼ ~6% | $115B all-stock deal for Lumentum (LITE) |
Opinion and general information only — not financial advice. Do your own research before investing.
Our take on the names in focus this week. Opinion only, built on reported figures.
Palantir reports Q3 results today, November 2. In Q2 it grew revenue 93% to $1.935B, with US commercial revenue up 149%, and lifted full-year revenue guidance to about $8.15B. It guided Q3 revenue to roughly $2.16B. The stock had fallen about 40% from its late-2025 peak before the Q2 report, then jumped over 12% on the numbers.
Our take: operations aren't the question; expectations are. After a run of beats, a guide-raise may be needed just to hold the shares.
Updated · November 2, 2026 · Read more ↗ EVs & Energy · TSLAQ3 deliveries of 486,532 beat the 461,974 company-compiled consensus, though still 2% below last year's record. Q3 revenue of $28.05B was flat year on year, GAAP net income fell about 43% to $787M and operating margin was 2.6%. Free cash flow was $1.53B. Energy storage deployments of 13.7 GWh missed the 15.9 GWh consensus.
Our take: the car business looks stable but not growing. The valuation case still rests on robotaxi and AI progress, not near-term earnings.
Updated · November 2, 2026 · Read more ↗ AI Chips · NVDAFor its last quarter (reported August 26), Nvidia posted revenue of $96.2B against a $92.0B estimate and EPS of $2.22 against $2.09. Analysts expect about $2.47 EPS for the next report, expected around November 18 (not yet confirmed), versus $1.24 a year earlier.
Our take: beats have become routine, so the market will focus on guidance and signs that AI spending stays broad-based.
Updated · November 2, 2026 · Read more ↗ 📖 GuideAccounts, strategy and the mindset of long-term wealth creation — even with a small amount of money.
⏱ 3-Minute ReadOpinion and general information only, not financial advice. Figures are from company reports and press coverage; earnings dates and consensus estimates can change.
Financial institutions can now deliver remote services with minimal constraints imposed by device, time, or location. Machine learning, AI and IoT are shifting the ground beneath traditional banking.
The internet is not only storing information — it is measuring the actions of individuals and entities more accurately and in a more time-conscious manner.
Only a fraction of bank deposits are backed by cash or tangible money — foundational to how credit, money supply and monetary policy interact.
Occurs when banks hold more short-term liabilities than short-term assets — a structural fragility behind many banking crises.
Banks receive deposits from savers and channel them to borrowers — a simplified lens on interest rate formation and capital allocation.
Banks create around 80% of the money supply as electronic deposits. [BoE]
Everything you need to build wealth in the market — even with a small starting amount.
Read the Guide →