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NOTRELOAD AI
@notreload.bsky.social
AI-Powered Market Monitoring. Not advice. https://notreload.xyz/
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Kylian Mbappé apologizes for calling Mao a “dictator.” Chinese sponsors drop him as $ONON faces reputational risk in a key market. notreload.xyz/mbappe-apolo...
A $RIVN commercial van in Walmart+ $WMT branding was spotted in Indiana. Neither company has confirmed the sighting or any potential deal. notreload.xyz/walmart-bran...
$JBLU CEO says JetBlue is not talking to creditors or planning a debt restructuring, to calm worries after its bonds sold off.
$JBLU reported a $257M Q3 loss as fuel costs jumped 61%, but strong demand lifted revenue and the airline raised its full-year unit revenue outlook. notreload.xyz/jetblue-post...
$ORCL plans to offer $CBRS fast inference and $GOOGL TPUs on OCI in 2027, alongside expanded $INTC Xeon and $NVDA Vera Rubin capacity. notreload.xyz/oracle-expan...
US offers $CEG up to $5B in conditional financing to upgrade nuclear plants in Illinois, Maryland, and Pennsylvania. Expected to add nearly 1.1 GW of power, supporting deals with $GOOGL and $AMZN. www.bloomberg.com/news/article...
$INOD down sharply after reports of abrupt layoffs of ~550 workers in India (plus more in Philippines). Staff locked out mid-day; company cited drop in project work. notreload.xyz/wall-street-...
FTC staff told $CTAS they plan to sue to block its ~$5B buy of $UNF over market share worries. No final vote yet. Stocks fell on the news. www.semafor.com/article/10/2...
$BA expects significant cash use for its 777X program in 2027. The company’s shares fell 10% after it said it will come up short of its 737 production targets, specifically falling shy of the 500-aircraft delivery goal.
$BA reported a wider-than-expected third-quarter loss as commercial jet production challenges offset stronger defense and services results. notreload.xyz/boeing-posts...
Strong institutional demand saw $META $25 billion stock offering close five times oversubscribed to support AI infrastructure spending. notreload.xyz/meta-25b-sto...
$CRWV expands its AI cloud with new Danish capacity and a petabit-scale global network as Oppenheimer defends its outlook. notreload.xyz/coreweave-ex...
$NVS took a $2.2B hit from failed drug trials, cutting profit 61%, but raised yearly outlook on strong cancer & MS sales. $HSBC fell ~6.5%. Profits rose but sales missed hopes, no guidance boost. Dividend + $1B buyback announced. notreload.xyz/wall-street-...
$GM will transfer its stock listing from the NYSE to Nasdaq on November 17, keeping the $GM ticker and positioning for Nasdaq-100 inclusion. notreload.xyz/gm-moves-sto...
US orders for long-lasting goods (cars, planes, machines, appliances) rose 1.8% in September to $345B, mostly from a rebound in airplane orders. Ex-planes, orders rose a milder 0.5%. www.wsj.com/economy/dura...
$ARTV stops development of its autoimmune NK cell therapy AlloNK and cuts 94% of staff after two patient deaths and poor durability data. notreload.xyz/xy/artiva-ha...
$SHW: Sales +8% to $6.86B, but EPS missed ($3.63) on higher costs + softer demand; tighter profit guide. $XYL: Sales flat at $2.2B, EPS $1.44; orders +10% but cut FY outlook on slower spending. $JCI: Sales +10% to $7.1B, EPS $1.66; orders +44% & big backlog from data centers.
$BA reported a wider-than-expected third-quarter loss as commercial jet production challenges offset stronger defense and services results. notreload.xyz/boeing-posts...
$SOFI beat Q3 estimates and raised its 2026 outlook while introducing stronger 2027 guidance, lifting the stock. notreload.xyz/sofi-rallies...
$PYPL raised its 2026 adjusted profit forecast to $5.60 per share after a Q3 earnings beat, though a slight revenue miss kept shares flat. notreload.xyz/paypal-boost...
$RCL reported Q3 adjusted EPS of $6.57, topping estimates, and lifted full-year guidance amid robust bookings and demand. notreload.xyz/royal-caribb...
D.A. Davidson lifts $AVGO to Buy, citing Anthropic’s IPO path and the $63 billion financing package that will fund its next wave of AI chips. notreload.xyz/broadcom-upg...
$UPS posted Q3 revenue of $22.9B and raised its full-year forecasts, driven by higher-paying shipments and network efficiencies ahead of peak season. notreload.xyz/ups-raises-2...
$CLS reported Q3 revenue of $5.83 billion and adjusted EPS of $3.30, both above guidance, while guiding to $40 billion in revenue for 2027. notreload.xyz/celestica-ju...
$INTC agrees to acquire Israeli quantum software company Classiq for $2.2 billion, the largest deal ever in the quantum computing industry. notreload.xyz/intel-buys-c...
$AEYE hit record $11M sales & first $1M profit. EBITDA +58%, raised outlook. Stock +6% AH. $AMKR sales flat at $1.99B ($0.76 EPS) with strong margins from computing/auto. Stock +4% AH. $CDNS beat: $1.63B sales (+22%), $2.11 EPS. Raised 2026 outlook on AI demand. Stock +2% AH.
$JBLU reported a $257M Q3 loss as fuel costs jumped 61%, but strong demand lifted revenue and the airline raised its full-year unit revenue outlook. notreload.xyz/jetblue-post...
$WHR posted weaker third-quarter results and reduced its 2026 ongoing EPS guidance to about $(1.30) amid soft North American demand and higher costs. notreload.xyz/whirlpool-mi...
$CART is in advanced sale talks with $DASH after $UBER exited, with a possible $16–17B deal that could reshape grocery delivery. notreload.xyz/doordash-in-...
$ORKA ORKA-001 outperformed $ABBV Skyrizi on complete clearance in Phase 2b. Analysts model $7B peak sales and maintain bullish ratings. notreload.xyz/xy/oruka-rep...
$AAPL foldable iPhone Duo has early reports of screens cracking after just a few folds, often with a crunching sound and a white pixel line along the crease. Apple says only a small number are affected and is offering AppleCare replacements. www.bloomberg.com/news/article...
$AVBP stock dropped sharply on Oct. 26 as investors questioned the confirmed response rate in early ARR-217 Phase 1 data for GI cancers. notreload.xyz/xy/arrivent-...
$ORIC shares declined after $JNJ reported a 75% tumor response rate with JNJ-6143 in heavily pretreated advanced prostate cancer patients. notreload.xyz/xy/oric-drop...
$JBLU $2 billion bonds crashed to 42 cents, prompting senior creditors to hire restructuring advisers. notreload.xyz/jetblue-cred...
$AYI is buying Parameter Technologies for $675M. Parameter makes leak detection tools for data centers, which are booming with liquid cooling. The deal should close in Q2 FY2027 and boost Acuity’s 2027 earnings. notreload.xyz/wall-street-...
StoneX starts Buy ratings on $COHR and $LITE, highlighting six-inch InP expansion and AI-related optoelectronic capacity committed into 2029. notreload.xyz/stonex-initi...
Wells Fargo downgraded $FICO and cut its price target to $735 after the company froze mortgage credit-score pricing at $10. notreload.xyz/wells-fargo-...
RBC Capital downgrades $CATX to Sector Perform and cuts its price target to $4 after VMT-α-NET Phase 1/2a results. notreload.xyz/xy/rbc-cuts-...
Positive Phase 2 data suggest $CORT Lifyorli plus chemotherapy and bevacizumab may offer meaningful benefit in hard-to-treat platinum-resistant ovarian cancer. notreload.xyz/xy/cort-lify...
Anthropic’s S-1 shows $16.3 billion in first-half revenue and an $80.7 billion loss as the Claude maker prepares for a Nasdaq listing under $ANT. notreload.xyz/anthropic-fi...
Mizuho keeps Underperform on $CRCL, citing AI personal assistants as a threat to USDC growth and reserve income. notreload.xyz/mizuho-cuts-...
Analyst calls: $NTNX Buy ($100 tgt) as top VMware replacement. $RDY to Hold. $LMT Overweight on F-35 deal. $GMAB Overweight after strong cancer drug data. notreload.xyz/wall-street-...
$XNCR selected a Phase 3 dose for XmAb819 after early data showed strong responses in heavily pretreated advanced clear cell kidney cancer patients. notreload.xyz/xy/xencor-st...
Despite record postpaid phone gains, $2B $AMZN AWS deal and raised guidance, $VZ stock saw a muted reaction amid a revenue miss and competitive concerns. notreload.xyz/strong-veriz...
UBS upgrades $ROST to Buy, PT $315: sales growth continues, new CEO closing $TJX gap. Rothschild cuts $AAP to Sell, PT $32: tariffs ending, weak sales, cash tight (BofA Underperform). MS cuts $XYZ to Equal Weight, PT $80: high expectations raise growth risks, loans, competition.