Overview Superconducting quantum computing developer Rigetti Computing (Nasdaq ticker: RGTI) reported third-quarter 2026 financial results after the U.S. market close on November 10, 2026 showing quarterly revenue down 27.5% year over year to $1.411 million ($1.4 million rounded, missing the $3.7 million consensus estimate by 61.9%) and nine-month cumulative revenue at $10.949 million ($10.9 million rounded), leaving an implied fourth-quarter revenue requirement of $9.051 million (approximately
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Overview Singapore-headquartered consumer internet and fintech group Sea Limited (New York Stock Exchange ticker: SE) reported third-quarter 2026 financial results on November 10, 2026 showing consolidated GAAP revenue up 43.4% year over year to $8.582 billion ($8.6 billion rounded, beating the $8.08 billion consensus estimate by 6.2%) and GAAP net income up 34.0% to $502.5 million, yet diluted earnings per share of $0.78 missed Wall Street's $0.97 consensus by 19.6% because provision for credit
Sanmina (NASDAQ: SANM) reported fiscal fourth-quarter 2026 revenue of $3.86 billion, up approximately 84% year over year, in its November 9 earnings release. Non-GAAP diluted earnings per share reached $4.43, compared with GAAP diluted EPS of $2.14, as the manufacturer expanded its cloud and AI infrastructure business.The useful question goes beyond the headline growth rate. Sanmina's results combine the addition of ZT Systems with growth in its existing operations, while its fiscal 2027 outlook
CoreWeave (NASDAQ: CRWV) reported third-quarter 2026 revenue of $3.661 billion, up approximately 168% from a year earlier, in its November 10 earnings release. The AI cloud provider raised its full-year revenue outlook, but a $709 million GAAP net loss showed that rapid growth has yet to translate into net profitability.The central question is how much of that growth remains after the cost of financing the infrastructure. CoreWeave recorded $846 million in quarterly net interest expense and expe
The AI supply chain filled all six layers on November 10 and all eight items were completed, yet the two money columns differ by 56 times. Counted deal value is $895M against $50.37B excluded, and both excluded items are capital budgets companies approved for themselves. Only two payments reached a counterparty, and the one furthest downstream is Calibrant Energy's $145M battery loan. AI Supply Chain in Six Layers Today's AI BriefsLayer 1 Models & Apps | 2 itemsMercor raises a $750M Series D at
I. Today's Market: CPI Came In Above Estimates, and the Nasdaq Fell 0.74% Unit: %, single-day change on November 10; all three readings are negative, so the zero line sits at the right edge and every bar runs left on one shared scale. The Nasdaq reads −0.74%, the S&P 500 −0.38% and the Dow −0.30%. All three indexes fell, with the Nasdaq closing at 25,065.87, the S&P 500 at 7,521.26 and the Dow at 52,231.89. October CPI rose 0.4% month on month and core CPI 0.3%, both above the 0.3% and 0.2% the
I. Macro & Market Sentiment· Market Data: BTC $73,528.00 (-1.93%)|ETH $2,052.19 (-3.31%)|SOL $83.14 (-3.44%)· Market Sentiment: Funding Rate +0.0097%|Fear & Greed Index 29 (Fear)· Inflation: U.S. headline CPI rose 0.4% month over month in October, while core CPI rose 0.3%, both exceeding expectations. Further Reading· Rate Pricing: Following the release, the market-implied probability of a 50-basis-point Fed rate hike in December rose from 1.1% to 15.3%. Further Reading· U.S. Treasuries: The
A technical and fundamental look at Broadcom Inc. (NASDAQ: AVGO) after the worst chip-sector sell-off since 2020IntroductionBroadcom Inc. (NASDAQ: AVGO) has lost almost a fifth of its value in a month, even though its business has never been stronger. On Thursday, November 5, 2026, Broadcom stock fell 10.43% to $291.53 as the Philadelphia Semiconductor Index had its worst day since March 2020. On Friday, November 6, AVGO steadied and closed at $293.69, up 0.74%, but it still sits about 41% below
IntroductionIonQ (NYSE: IONQ) just delivered one of the sharpest one-day reversals in the quantum computing sector. On Friday, November 6, 2026, the stock closed at $32.62, up $6.19 or 23.42%, after a quarter of record revenue and a higher full-year forecast. Even so, the shares are still down about 25% over the past month and about 31.5% year to date.That mix of a huge one-day jump and a weak longer-term trend is what makes this IonQ technical analysis worth reading. Did the earnings gap mark t
November 2026 token-unlock calendars contain several scheduled releases, but one prominent event has changed. Kite Foundation says team and investor allocations previously scheduled to begin unlocking in November 2026 have been postponed until November 2027, with subsequent vesting dates shifted accordingly.The announcement was published on October 30, 2026. When checked on November 3, several third-party calendars and reports still displayed a November 2026 KITE release with conflicting amounts

