Market Overview
In a day marked by geopolitical tensions and corporate upheavals, the markets closed with a palpable sense of urgency and recalibration. The escalating US-Iran tensions have once again thrust energy prices into the spotlight, with gasoline and diesel costs surging, exacerbating the already strained consumer sentiment ahead of the US midterm elections. This geopolitical volatility has not only fueled inflationary pressures but also cast a shadow over the broader economic landscape, leaving investors grappling with the dual specters of geopolitical risk and domestic economic challenges. Amidst this backdrop, Alphabet's staggering $500 billion market value erosion underscored the profound impact of technological transitions on traditional business models. The tech giant's disappointing quarterly results, driven by a shortfall in its core search unit and accelerated cash burn, have reignited concerns over the sustainability of its growth trajectory in the face of burgeoning AI competition. This seismic shift has reverberated across the tech sector, with Intel and Microsoft also feeling the heat as supply chain setbacks and AI-related expenditures weigh heavily on their financial outlooks. The semiconductor sector, in particular, has been caught in a whirlwind of investor skepticism. Despite the promise of AI-driven growth, companies like Intel and Nvidia have struggled to translate this potential into tangible financial performance, with Intel's stock plummeting and Nvidia's CEO defending its dealings amidst geopolitical scrutiny. This sector-specific rotation reflects a broader market recalibration, as investors reassess the balance between growth prospects and immediate financial realities. In the energy sector, the geopolitical tensions have provided a temporary reprieve, with rising fuel prices bolstering the fortunes of traditional energy companies. However, this relief is tempered by the broader economic implications of sustained high energy costs, which threaten to stifle consumer spending and economic growth. Corporate developments have further shaped the market narrative, with DoorDash's acquisition of Instacart signaling a strategic consolidation in the food delivery space. This move, aimed at capturing a broader demographic and diversifying revenue streams, highlights the ongoing evolution of consumer behavior in the post-pandemic era. Meanwhile, the acquisition of ADT by Thrive Holdings underscores the continued interest in the home security sector, driven by the growing demand for smart home technologies. As the markets close, investors are left to navigate a complex interplay of macroeconomic forces and corporate dynamics. The immediate focus remains on the US midterm elections, with inflationary pressures and geopolitical tensions poised to influence voter sentiment and, by extension, market direction. Looking ahead, the challenge for investors will be to discern the long-term implications of today's developments, balancing the allure of growth opportunities against the backdrop of an increasingly uncertain global landscape.
In a volatile after-hours session, the US stock market reflected the day's geopolitical and corporate turbulence, with sector ETFs showcasing varied responses. The escalating US-Iran tensions have notably impacted energy prices, leading to a modest uptick in the Energy Select Sector SPDR Fund (XLE) by 0.38%. This movement underscores the temporary relief for traditional energy companies amid rising fuel costs, though concerns linger over the broader economic impact of sustained high energy prices. Conversely, the Technology Select Sector SPDR Fund (XLK) experienced a decline of 1.18%, echoing Alphabet's significant market value drop due to disappointing quarterly results and heightened AI competition. This downturn highlights investor skepticism towards tech giants like Intel and Microsoft, who face challenges from supply chain issues and increased AI-related expenditures. The Health Care Select Sector SPDR Fund (XLV) emerged as a standout, surging 2.40%, possibly driven by investor rotation towards defensive sectors amid economic uncertainties. Financials (XLF) and Real Estate (XLRE) also saw gains, with increases of 1.44% and 2.21%, respectively, reflecting a broader market recalibration as investors seek stability in traditionally resilient sectors. Looking ahead, the momentum in these sectors will likely hinge on the evolving geopolitical landscape and corporate earnings narratives. Investors will need to balance growth prospects against immediate financial realities, particularly as the US midterm elections approach, with inflationary pressures and geopolitical tensions poised to influence market direction.
Market Insights
U.S. equities edged higher in subdued trading, with the advance largely driven by tech megacaps, while broader market participation waned. More than two-thirds of the day's gainers advanced on below-average volume, indicating that institutional desks remained largely on the sidelines despite the green tape. The volume breadth suggests a lack of institutional support, with below-average volume gainers comprising 46.0% of the market, while above-average volume gainers accounted for 35.3%. This dynamic leaves the market vulnerable to sharp reversals if macroeconomic headlines trigger sudden selling. Mega-caps, represented by the top 10 stocks, underperformed with an average return of -0.20% and an average beta of 1.37, lagging behind the broader market. Beta cohorts displayed varying average returns, with Low Beta (<0.5) stocks leading at 1.33%, followed by Mid-Low Beta (0.5-1.0) at 1.57%, Mid-High Beta (1.0-1.5) at 1.25%, and High Beta (>1.5) at 0.10%. Despite the market's superficial favor towards bulls, the absence of volume confirmation suggests caution, as high-beta stocks did the heavy lifting, overshadowing defensive cohorts.
Next Day Option Data
QQQ
SPY
IWM
6-K/8-K Form Update
ESLAW
Estrella Immunopharma, Inc. appointed Cynthia Pussinen as Chief Executive Officer and Class I director, effective October 25, 2026. Pussinen, previously Managing Director at Sorbie Bornholm Ltd., will receive an annual base salary starting at $250,000, with increases tied to funding milestones. The company also granted her an option to purchase 1,000,000 shares under the 2023 Omnibus Incentive Plan, while aligning compensation terms for key executives and amending corporate governance policies.
DRMAW
Dermata Therapeutics, Inc. announced the enrollment of the first participant in a clinical trial for Tome Clearing Treatment, a once-weekly acne solution, with an expected launch in the first half of 2027. The company disclosed a strategic shift towards commercializing skincare products, anticipating benefits such as accelerated commercialization, reduced regulatory burdens, and expansion into broader consumer markets. Forward-looking statements in the report cover strategic shifts, future announcements, and market acceptance of products.
DIN
Dine Brands Global, Inc. adopted a stockholder rights agreement and declared a dividend of one right per outstanding share of common stock, allowing holders to purchase a fraction of Series A Junior Participating Preferred Stock at $210.00 per right. The agreement, effective from November 9, 2026, aims to prevent control acquisition without a premium. Rights attach to shares issued after the record date and before the earlier of the distribution or expiration time, becoming exercisable upon a stock acquisition event.
BFST
Business First Bancshares, Inc. approved a $30 million stock repurchase program, effective immediately and lasting until October 28, 2028, replacing a prior $12.4 million authorization. The program allows for share buybacks in the open market or through private transactions, subject to market conditions and regulatory compliance. Execution depends on financial and liquidity considerations, with no guarantee of repurchases.
GCTK
Glucotrack, Inc. faces imminent delisting from Nasdaq due to failure to meet the $1.00 minimum bid price requirement. Following a Nasdaq Hearings Panel hearing, an exception was granted to regain compliance, contingent on maintaining a closing bid price of at least $1.00 through November 9, 2026. Nasdaq will suspend trading on October 30, 2026, and intends to deregister Glucotrack's securities, with the company planning to commence trading on the OTCID Market.
FMC
FMC Corporation reported a third-quarter 2026 revenue of $106 million, down $436 million from Q3 2025, primarily due to a $639 million negative impact from commercial actions, including pricing and rebate model changes in North America. The company's consolidated GAAP net loss widened to $2.07 billion, driven by non-cash adjustments related to deferred tax assets and intangible assets. Adjusted EBITDA turned negative at $559 million, with GAAP cash from operations improving to $7 million. FMC revised its fourth-quarter outlook, expecting revenue excluding India to be $1.04 billion to $1.14 billion, with Adjusted EBITDA projected at $210 million to $230 million, a 22 percent decline at the midpoint.
CVEO
Civeo Corporation reported strong third-quarter 2026 results, with revenues of $193.1 million, a 13% year-over-year increase, driven by higher occupancy and integrated services growth in Canada and the strengthening of the Australian dollar. Canadian revenues surged 38%, with Adjusted EBITDA rising 47% year-over-year, primarily due to robust turnaround activity at oil sands lodges and full contributions from Australian villages acquired in May 2025. The company raised full-year 2026 revenue and Adjusted EBITDA guidance to $710 million to $720 million and $89 million to $92 million, respectively, and increased capital expenditure guidance to $30 million to $35 million.
WTI
W&T Offshore, Inc. (NYSE: WTI) reported a 10% increase in production to 38.2 MBoe/d for Q3 2026, alongside a 30% rise in Adjusted EBITDA to $51.1 million. Despite a net loss of $13.6 million, the company improved its financial position with a 27% increase in unrestricted cash to $191.3 million and reduced net debt to $160.7 million. W&T announced a $0.01 per share dividend for Q4 2026 and converted its credit facility to a reserve-based lending structure, enhancing liquidity and borrowing capacity.
MTZ
MasTec, Inc. reported a 30% year-over-year revenue increase to $5.2 billion in the third quarter of 2026, setting a quarterly record with Adjusted EBITDA of $486 million. The company raised its full-year financial guidance, projecting Diluted EPS between $5.69 and $6.01 and Adjusted Diluted EPS from $8.92 to $9.30, reflecting significant growth. Notable acquisitions and enhanced liquidity through increased revolving commitments and senior unsecured notes issuance bolstered the Power Delivery segment, which saw a 65.2% revenue increase and a 131.6% EBITDA rise.
DK
Delek US Holdings, Inc. declared a quarterly dividend of $0.30 per share, marking an 18% increase from the previous $0.255 per share, payable on November 18, 2026, to shareholders of record on November 10, 2026. The company operates refining assets in Texas, Arkansas, and Louisiana, with a combined crude throughput capacity of 302,000 barrels per day. Delek Logistics Partners, LP, holds approximately 58.0% of Delek US Holdings, Inc., including the general partner interest, as of September 30, 2026.
SYM
Symbotic Inc. has secured a $6 billion commitment from Walmart Inc. under an Enterprise Master Automation Agreement, establishing a framework for global automation systems and technology deployment. Concurrently, Walmart has committed $125 million to fund the development of next-generation racking technology and related capabilities. The agreement allows for additional market program addenda and development program addenda during its term, enhancing Symbotic's automation offerings.
ZONE
Zone Frontier Inc. completed the sale of its legacy aqueous ozone cleaning products business to Sanzonate Holdings LLC, resulting in the termination of President Travis Buchanan and Chief Revenue Officer Gary Hollst, effective October 23, 2026. The company executed a 1-for-60 reverse stock split of its common stock, reducing the number of authorized shares, with trading expected to resume on NYSE American LLC on October 30, 2026, under the symbol "ZONE" and a new CUSIP number.
LCCCR
Lakeshore Acquisition III Corp. received a $67,500 extension payment from CPRO Electronics Co. Ltd., extending the merger deadline from November 1, 2026, to December 1, 2026, to comply with the Securities Exchange Act of 1934. The Nasdaq-listed company, trading under ticker symbols LCCCU, LCCC, and LCCCR, elected this extension to meet regulatory requirements.
NVAX
Novavax, Inc. initiated Sanofi's Phase 3 influenza-COVID-19 combination vaccine trial in Europe, leveraging Novavax's COVID-19 vaccine, Nuvaxovid. The dosing of the fifth patient triggered a $125 million milestone payment from Sanofi under their Collaboration and License Agreement, with Novavax expecting receipt by the first quarter of 2027. This milestone underscores the ongoing partnership between Novavax and Sanofi, which includes future opportunities for additional milestones and royalties.
VABK
Virginia National Bankshares Corporation reported a rise in consolidated earnings for the three and nine months ended September 30, 2026, with net income climbing to $6.6 million, or $1.20 per diluted share, up from $4.6 million, or $0.84 per diluted share, in the prior year. The increase was driven by a 26 basis point rise in loan yields, a 9 basis point reduction in cost of funds, and a payout from bank-owned life insurance. Key metrics improved, including return on average assets (1.58% from 1.12%) and net interest margin (3.73% from 3.43%), while noninterest income increased by $0.3 million.
CFR-PB
Cullen/Frost Bankers, Inc. has decided to transfer its primary stock exchange listings from the New York Stock Exchange (NYSE) to the Texas Stock Exchange (TXSE), effective November 11-12, 2026. The company, with $54.5 billion in assets, aims to reinforce its position as a leading Texas-based financial institution, aligning with the perceived economic shift towards Texas. The transfer, requiring no shareholder action, will see securities cease trading on NYSE at market close on November 11 and commence on TXSE at market open on November 12.
ASUR
Asure Software, Inc. reported third-quarter 2026 results with revenue of $40.0 million, up 10% year-over-year, and recurring revenue of $36.9 million, up 16% year-over-year. The company strengthened its position in the Oracle ecosystem and entered into a relationship with Amazon Web Services to expand its reach. Asure completed the acquisition of a payroll processing business for $26.5 million, enhancing its mid-market exposure and product offerings. Management projects fourth-quarter 2026 revenue between $42.0 million and $44.0 million.
CDZIP
Cadiz Inc. has agreed to issue $21 million in notes through a registered direct offering, with Roth Capital Partners, LLC serving as the exclusive placement agent. The company plans to sell 5,000,000 shares of its common stock at $4.20 per share, expecting to net approximately $20 million after fees and expenses. The proceeds will support general corporate purposes, including the development of the Mojave Groundwater Bank Project and other capital expenditures.
WKC
World Fuel reported strong third quarter 2026 results, with gross profit of $288 million, a 15% increase, and adjusted gross profit of $279 million, up 12%. The Marine Segment saw a significant 131% growth in gross profit, while the Aviation Segment contributed $148 million, a 4% increase. The company raised its fiscal year 2026 guidance for Adjusted EPS to $3.52 to $3.62 per share, up from $3.20 to $3.40. Free cash flow for the quarter was $164 million.
MHK
Mohawk Industries, Inc. announced a strategic capital allocation framework and a new $500 million share repurchase program. The framework, developed with the Board of Directors, focuses on organic investment, bolt-on acquisitions, and consistent share repurchases. In Q3 2026, the company reported net sales of $2.8 billion, up 1%, with adjusted net earnings of $163 million and an adjusted EBITDA of $353 million. Mohawk returned $261 million to shareholders in Q3 and $34 million in Q4, reducing shares outstanding by 4%, and expects Q4 2026 adjusted EPS of $1.35 to $1.45.
AXTI
AXT, Inc. reported a robust third quarter 2026 financial performance, with revenue surging to $73.4 million, marking a 54% increase from the prior quarter and a 162% rise year-over-year. The company's GAAP gross margin improved to 56.0%, while non-GAAP gross margin reached 56.1%, both reflecting significant enhancements from previous periods. GAAP net income was $25.7 million, or $0.39 per diluted share, compared to a net loss of $1.9 million, or $0.04 per share, in the same quarter of the prior year.
DAICW
CID HoldCo, Inc. completed the acquisition of Envoy Technologies, Inc. from BladeRanger Ltd. and Envoy, making Envoy a wholly-owned subsidiary. The company appointed Avi Cohen, CEO of BladeRanger, to its Board of Directors. CID HoldCo secured continued listing on The Nasdaq Stock Market, with a requirement to apply for transfer to Nasdaq Capital Market by November 2, 2026.
RZLT
Rezolute, Inc. released an investor presentation on October 29, 2026, outlining its strategic plans and expectations for the future. The company is developing ersodetug, a monoclonal antibody targeting refractory hypoglycemia from various forms of hyperinsulinism, with two late-stage clinical programs underway. Rezolute is well-capitalized with $108 million in cash, providing a runway through Q1 2028, supported by a seasoned management team experienced in early development through commercialization.
COUR
Coursera reported third-quarter 2026 financial results, delivering $377 million in revenue and narrowing its full-year 2026 revenue outlook to $1.229 billion to $1.237 billion. The company accelerated integration execution, achieving over $150 million in annualized gross cost savings within eight months, ahead of the original 24-month timeline. Coursera previewed Project Helix, an AI-native skills platform expected to launch for Enterprise Customers in the first half of 2027.
PTCT
PTC Therapeutics, Inc. reported a 77% increase in third-quarter 2026 total net product and royalty revenue to $357.6 million, up from $201.7 million in Q3 2025. The company raised its full-year 2026 total revenue guidance to $1.29-$1.32 billion and product revenue guidance to $960-$990 million. Sephience generated $182 million in Q3 2026, with over 2,000 active patients worldwide, and PTC Therapeutics acquired the ST-920 Fabry disease gene therapy for $111 million upfront.
INGM
Ingram Micro reported record Q3 2026 results, achieving double-digit growth in net sales and net income, with net sales reaching $15.2 billion, up 20.8% year-over-year. The company's net income on a GAAP basis was $131.1 million, or $0.57 per share, up 31.8% year-over-year, while non-GAAP net income was $210.6 million, or $0.91 per share, up 24.8% year-over-year. Cash flow generation was strong, with $251 million from operations and $250 million in adjusted free cash flow, marking the highest third-quarter cash flow in over five years. Ingram Micro raised its full-year guidance for Q4 2026 net sales to $17.5 billion to $17.9 billion, expecting a year-over-year increase of 17.6% to 20.3%, and non-GAAP diluted EPS for Q4 2026 is projected to be $1.05 to $1.15, up from $0.96 in the prior fiscal fourth quarter.
SPSC
SPS Commerce, Inc. (NASDAQ: SPSC) reported robust third-quarter 2026 financial results, with revenue reaching $197.6 million, a 4% increase from the previous year, despite divesting its 3P Revenue Recovery business. The company's recurring revenue and net income rose by 4% and 20%, respectively, with net income per diluted share at $0.85. Non-GAAP income per diluted share climbed to $1.39, and Adjusted EBITDA expanded by 17% to $70.9 million. Guidance for Q4 2026 projects revenue between $199.3 million and $201.3 million, with net income per diluted share expected between $0.74 and $0.79.
INTC
Intel Corporation reported third-quarter 2026 financial results, with revenue of $16.5 billion, up 21% year-over-year, and earnings per share (EPS) of $0.60, non-GAAP EPS of $0.52. The company forecasts fourth-quarter revenue of $15.0 billion to $16.0 billion and EPS of $0.10, non-GAAP EPS of $0.25. Gross margin and EPS exceeded guidance, driven by strong data center revenue growth, and Intel announced a $23 billion equity offering, acquisition of Classiq, collaboration with Oracle, and new details on its GPU D-series and Xeon platforms.
MMSI
Merit Medical Systems, Inc. reported third-quarter 2026 results, showing 9% organic constant currency revenue growth and raised full-year guidance. The company delivered strong revenue growth in the U.S. and better-than-expected demand across its platforms, with GAAP operating margin at 14.1% and non-GAAP operating margin at 21.3%. Merit also announced the acquisition of Solo Pace, Inc. for approximately $45 million in cash.
VREX
Varex Imaging Corporation has finalized the voting results of its special meeting, approving the merger with Teledyne Technologies Incorporated. The agreement, which involves the acquisition of Varex through a merger with Detect Merger Sub, received approval from approximately 77% of the shares entitled to vote, constituting a quorum. The merger's consummation is contingent on meeting all closing conditions.
AUB-PA
Atlantic Union Bankshares Corporation declared a quarterly dividend of $0.40 per share of common stock, marking an 8.1% increase from the previous quarter, payable on November 27, 2026, to shareholders of record as of November 13, 2026. Additionally, the company declared a quarterly dividend of $171.88 per share on its 6.875% Perpetual Non-Cumulative Preferred Stock, Series A, payable on December 1, 2026, to holders of record as of November 16, 2026.
ENPH
Enphase Energy, Inc. secured a Tax Credit Transfer Agreement, allowing the sale of up to $100 million in advanced manufacturing production tax credits generated in 2026. The purchase price, capped at $92 million, will be paid in two installments over 2026 and 2027, contingent on compliance and accuracy of representations. This transaction is poised to enhance Enphase's cash flow and support further investment in its solar manufacturing capabilities.
SNDR
Schneider National, Inc. reported improved third-quarter 2026 financial performance, with operating revenues rising 9% to $1.585 billion and income from operations increasing 76% to $62.1 million. Adjusted diluted earnings per share surged 142% to $0.29. The company also announced a new agreement with Norfolk Southern to enhance its Intermodal services, supporting profitable growth. Schneider raised its full-year 2026 Adjusted Diluted Earnings per Share guidance to $1.00 - $1.10, with expected net capital expenditures between $325 million and $350 million.
RMNI
Rimini Street, Inc. reported its fiscal third quarter 2026 financial results, showcasing revenue of $112.1 million, up 8.3% year over year, and adjusted EBITDA of $15.1 million, up 52.0% year over year. The company highlighted strong demand for its enterprise software solutions, achieving record sales for SAP software, and expanded its market reach through new partnerships and solutions. Additionally, Rimini Street repurchased $5.0 million in common stock and prepaid $5.0 million of debt, reducing its outstanding term loan debt to $43.4 million.
STOK
Stoke Therapeutics, Inc. reported its financial results for the quarter ended September 30, 2026, with $358.8 million in cash, cash equivalents, and marketable securities, expected to fund operations into early 2028. The company announced progress in its global Phase 3 EMPEROR study of zorevunersen, an investigational medicine for Dravet syndrome, with approximately 110 of 162 enrolled patients completing Week 28 and approximately 20 through Week 52, all continuing into the open-label extension period. Additionally, Stoke engaged with the FDA to align on key aspects of the planned U.S. New Drug Application for zorevunersen, including the use of a multicomponent assessment of four Vineland-3 subdomains to evaluate changes in cognition and behavior.
BRKRP
Bruker Corporation declared a quarterly cash dividend of $3.9844 per share on its 6.375% Mandatory Convertible Preferred Stock, Series A, payable on December 1, 2026, to shareholders of record as of November 15, 2026. The Board of Directors approved the dividend, underscoring the company's commitment to shareholder returns amid ongoing financial obligations. This move aligns with the Securities Exchange Act of 1934's requirements for shareholder communication.
DXCM
DexCom, Inc. reported a robust 11% year-over-year revenue growth to $1.344 billion for the quarter ended September 30, 2026, with GAAP operating income rising to $327.2 million, or 24.3% of revenue. The company also announced a share repurchase program of up to $1.0 billion and raised its full-year revenue guidance to $5.20 - $5.25 billion, projecting a non-GAAP operating margin of approximately 24%.
OSPN
OneSpan Inc. reported a 12% year-over-year revenue increase to $63.9 million in the third quarter of 2026, driven by a 16% rise in subscription revenue to $51.5 million. Operating income and adjusted EBITDA rose 12% and 10% respectively, with Cybersecurity and Digital Agreements revenues growing 11% and 14%. Annual Recurring Revenue increased 9% to $195.5 million, and the Net Retention Rate reached 105%.
MSEXP
Middlesex Water Company reported third-quarter 2026 financial results, with diluted earnings per share (EPS) rising to $0.95 from $0.77 in the same period of 2025, and net income increasing to $18.0 million from $14.0 million. The company invested $84 million in infrastructure and declared a $0.38 common stock cash dividend, marking a 5.56% increase from the previous dividend. Operating revenues for the quarter ended September 30, 2026, rose by $6.1 million to $60.2 million, driven by increased demand and base rate hikes.
CDNA
CareDx, Inc. reported a 39% year-over-year revenue growth to $139 million for the third quarter ended September 30, 2026, with Testing Services revenue surging 65% to $119 million and Patient and Digital Solutions revenue increasing 31% to $20 million. The company raised its 2026 revenue guidance to $520 million to $530 million and adjusted EBITDA guidance to $90 million to $100 million. CareDx completed the acquisition of Naveris, Inc. on July 1, 2026, for $160 million in cash and up to $100 million in contingent consideration.
OSIS
OSI Systems, Inc. reported fiscal Q1 2027 results, showcasing record revenues of $403 million and a backlog of $2.1 billion, driven by strong performance in its Security and Optoelectronics and Manufacturing divisions. The company's GAAP EPS grew 28% year-over-year to $1.51, while non-GAAP EPS increased 17% to $1.66. Operating cash flow more than doubled to $37 million, and OSI Systems reaffirmed its fiscal 2027 revenue guidance of $1.875 billion to $1.930 billion, increasing its non-GAAP diluted EPS guidance to $11.28 to $11.64.
ALHC
Alignment Healthcare, Inc. reported third-quarter 2026 results, with health plan membership increasing 31.2% year-over-year to 301,200 members and total revenue reaching $1,358.3 million, up 36.7% year-over-year. The company lowered its outlook for adjusted gross profit and adjusted EBITDA due to higher medical costs, revising adjusted gross profit guidance to $104-$575 million and adjusted EBITDA to $(28)-$100 million. The medical benefits ratio increased 240 basis points year-over-year to 89.5%, reflecting changes in Part D seasonality and higher costs from elevated appeals and disputes.
RIVN
Rivian reported third-quarter 2026 financial results, achieving $2.155 billion in revenue, a 38 percent increase year-over-year, driven by a 46 percent rise in deliveries to 19,248 units. The company's automotive revenue was $1.550 billion, up 36 percent, with gross profit improving to $176 million, a $152 million increase from the prior year. Rivian announced the acquisition of Third Dimension AI and launched its Point to Point feature, while adjusted EBITDA improved to $(435) million from $(602) million, and net cash used in operating activities was $(758) million.
RVSB
Riverview Bancorp, Inc. reported a net income of $2.0 million, or $0.10 per diluted share, for the second fiscal quarter ended September 30, 2026, marking an increase from $1.7 million, or $0.08 per diluted share, in the previous quarter. The company's net interest income rose to $11.8 million, driven by higher loan origination rates and loan repricing, compared to $11.4 million in the prior quarter. Riverview Bancorp's tangible book value per share (non-GAAP) increased by 0.58% to $5.63, and the company approved a stock repurchase program to buy back up to $4.0 million of its shares.
DYNCU
Dynamix Corporation announced its intention to liquidate, effective October 30, 2026, due to its inability to complete an initial business combination by the deadline. The company will redeem all outstanding Class A ordinary shares at an estimated per-share redemption price of approximately $10.71, extinguishing shareholders' rights. The Company's sponsor, officers, and directors have waived their rights to liquidating distributions from the trust account with respect to their Class B ordinary shares, and warrants will expire worthless. Trading of the Company's securities on The Nasdaq Stock Market LLC will cease on October 29, 2026.
DFH
Dream Finders Homes, Inc. reported record third-quarter 2026 results, with homebuilding revenues rising 3% to $942 million and net sales increasing 6% to $6,352 million, driven by higher home closings and strategic lot sales. Despite the revenue growth, homebuilding gross margin fell to 14.9% from 17.5%, and adjusted gross margin dropped to 24.1% from 26.7%, with pre-tax income declining to $13 million, excluding $23 million in Beazer acquisition costs. The company's total liquidity stood at $521 million as of September 30, 2026, and management reiterated its full-year guidance of approximately 9,250 home closings, while outlining plans to optimize capital allocation and streamline operations.
ADT
ADT Inc. agreed to be acquired by Thrive Holdings for $15.3 billion, offering ADT stockholders $10.00 per share in cash, a 45.6% premium to the pre-announcement stock price. The transaction, detailed in a press release, hinges on regulatory approvals and carries potential risks and uncertainties. ADT, based in Boca Raton, Florida, trades on the New York Stock Exchange under the ticker symbol "ADT".
LXU
LSB Industries, Inc. reported a robust third-quarter performance with adjusted EBITDA exceeding $220 million, marking a 55% year-over-year increase and a 120% rise in EPS, driven by enhanced operational efficiency and strategic commercial execution. The company anticipates sustained positive market conditions for its industrial and fertilizer segments into early 2027, despite global geopolitical tensions. Rising production costs for nitrogen in Europe, now at approximately $1000/MT, bolster global ammonia pricing, supporting the company's outlook for strong fertilizer demand and industrial growth.
ORBS
Eightco Holdings Inc. (NASDAQ: ORBS) announced a strategic monetization of its portfolio to support accelerated share repurchases. As of October 28, 2026, the company's treasury included $76M in OpenAI equity, $18M in Beast Industries equity, 16,278 ETH, nearly 302 million WLD holdings, and $132M in cash and equivalents, totaling approximately $399 million. Eightco intends to leverage its balance sheet to further accelerate and increase the pace of share repurchases, having already repurchased 12.98% of its shares since August.
EMAT
Evolution Metals & Technologies Corp. secured approximately 754 metric tons of neodymium metal, sourced entirely outside China, sufficient for about 50% of its full-year 2027 revenue guidance of $400 million to $460 million. The total includes 42 metric tons already delivered, 72 metric tons pending shipment through March 2027, and 640 metric tons committed through the end of 2027, including a 600-metric-ton contract with Senri Trading. EMAT has now assembled all ten factors it believes are required to manufacture rare earth magnets at a large commercial scale.
AZTR
Azitra, Inc. expanded its Phase 1/2 clinical trial of ATR04-484, broadening patient eligibility to include those with rash associated with KRAS and MEK inhibitors, as well as patients with neurofibromatosis type 1 (NF1) experiencing rash from MEK inhibitors. The amendments also reduce washout periods for antibiotics and steroids, enhancing treatment opportunities beyond the initial focus on EGFRi-associated skin rash. This expansion aims to facilitate patient recruitment for the multicenter study evaluating the safety and efficacy of topical ATR04-484.
IDCC
InterDigital, Inc. exceeded guidance in its third quarter 2026 financial results, raising its full-year outlook. The company's annualized recurring revenue hit a record $629 million, with revenue up 17% year-over-year, net income up 19%, and adjusted EBITDA up 25%. Highlights include securing a new PC license, advancing video services, and increasing its quarterly cash dividend to $0.75 per share. InterDigital also won two new injunctions against Disney by Europe's Unified Patent Court.
GHC
Graham Holdings Company reported a 4% revenue increase to $1,326.0 million for the third quarter of 2026, driven by growth in television broadcasting, healthcare, manufacturing, and automotive, partially offset by a decline in education. Operating income rose to $85.5 million, and adjusted operating cash flow reached $121.8 million. In the first nine months, revenue grew 6% to $3,864.5 million, with adjusted operating cash flow at $354.5 million. The company repurchased 176,529 shares of Class B stock and authorized up to 500,000 shares for future repurchase, with 285,953 shares remaining available. Kaplan sold Dublin Business School to China Chunlai Education Group Co., Ltd.
LEU
Centrus Energy has expanded its uranium enrichment capacity with a multibillion-dollar project. The Oak Ridge manufacturing plant has completed and begun shipping new centrifuges to Ohio for final assembly, marking a significant phase in the project. Centrus has secured a robust supply chain, producing High-Assay, Low-Enriched Uranium since late 2023, and announced a $560 million investment to modernize its Oak Ridge Technology and Manufacturing Center. The company also completed the acquisition of Westerman Holdings, enhancing its supply chain capabilities.
EME
EMCOR Group, Inc. reported record third quarter 2026 results, with revenues of $5.54 billion, a 28.8% increase year-over-year. The company's non-GAAP operating income reached $579.8 million, with a 10.5% operating margin, and non-GAAP diluted EPS rose 46.1% to $9.60. EMCOR increased its 2026 revenue guidance to $20.6 billion - $21.0 billion and non-GAAP diluted EPS guidance to $34.50 - $35.50, alongside a $500 million boost to its share repurchase program.
MCS
Marcus Corporation reported third quarter 2026 results, showcasing record-breaking financial performance across its divisions. Theatres division achieved a 20.9% revenue increase to $145.0 million, driven by blockbuster films, resulting in record operating income and Adjusted EBITDA. Total revenues for the first three quarters rose 10.4% to $623.9 million, with net earnings surging 185.8% due to a property insurance settlement gain. In the hotel division, revenues increased 2.0% to $82.0 million, despite a decrease in operating income and Adjusted EBITDA, attributed to repair expenses and storm damage. Revenue per available room at owned hotels rose 2.1% due to higher average daily rates.
MPT
Medical Properties Trust, Inc. (NYSE: MPT) reported a turnaround in financial performance for the third quarter ended September 30, 2026, with a net income of $0.34 per share and Normalized Funds from Operations (NFFO) of $0.11 per share, compared to a net loss of $0.13 per share and NFFO of $0.13 per share in the same period in 2025. The company completed a private offering of approximately $2.4 billion in secured notes, using the proceeds to repay existing debt, including the 2026 notes and about 50% of the 2027 notes, resulting in a $70 million gain. MPT also sold certain assets, generating $680 million in cash proceeds and a $158 million gain, while maintaining a regular quarterly dividend of $0.09 per share.
APG
APi Group Corporation reported record third quarter 2026 financial results, with net revenues of $2.6 billion, marking a 22.5% year-over-year growth, and a 22.6% increase in net income to $114 million. The company raised its full-year 2026 guidance, projecting net revenues of $9,200 to $9,250 million and adjusted EBITDA of $1,235 to $1,255 million. APi's Safety Services and Specialty Services segments achieved 18.5% and 30.7% year-over-year net revenue growth, respectively, driven by robust project and service revenues.
LSH
Quanome Technologies, Inc. secured a US$13.5 million customer service prepayment from an enterprise customer on October 29, 2026, marking a significant financial milestone for its AI computing business. The prepayment, tied to procurement milestones for servers, will be applied by XDT Infrastructure I, LLC towards server procurement and build-out. This follows Quanome's October 5, 2026, announcement of an approximately US$18.8 million purchase agreement for 64 GPU server units, supporting its dedicated AI computing enterprise agreement.
CHRS
Coherus Oncology, Inc. announced interim clinical data from its TREGCHECK™ development program, showcasing tagmokitug in combination with toripalimab and chemotherapy. In the first-line esophageal squamous cell carcinoma cohort, the combination achieved a confirmed overall response rate of 75%, rising to 89% in PD-L1 positive patients. The second-line cohort showed a 16.7% response rate in the 700 mg dose arm, with promising antitumor activity across other indications.
NSP
Insperity, Inc. reported third-quarter 2026 results, showing a 2% increase in revenues to $1.7 billion, driven by a 4% rise in revenue per WSEE. The company's net loss improved 95% to $1 million, with adjusted EBITDA and EPS both increasing 210% to $31 million and $0.22, respectively. Year-to-date revenues rose 2% to $5.2 billion, with an updated 2026 outlook projecting a 170% increase in full-year adjusted EPS to $2.28 per share.
ITGR
Integer Holdings Corporation reported third quarter 2026 results, with sales decreasing 3.9% to $450 million, including a 2.2% organic sales decrease. GAAP operating income from continuing operations fell 50% to $28 million, while non-GAAP adjusted operating income increased 23% to $66 million. Total debt rose to $1.219 billion, with a leverage ratio of 3.3 times adjusted EBITDA as of October 2, 2026. The company is not providing a financial outlook and will not host a conference call, following a pending acquisition by an affiliate of KKR, anticipated to close by year-end.
ARXS
Arxis, Inc. completed its merger with Orion Merger Sub, Inc., Omnetics Connector Corporation, and Gary Jacobs, President of Omnetics, on August 17, 2026, for an enterprise value of $770.0 million. The transaction involved issuing 13,351,964 shares of Arxis Class A common stock and funding $8.0 million in cash escrow accounts. Arxis has amended its Initial 8-K to include the required financial statements and pro forma information, with unaudited consolidated financials of Omnetics for the six months ended June 30, 2026, filed as Exhibit 99.3.
CART
Maplebear Inc. announced a 15% year-over-year increase in growth transaction volume to $10.528 billion and a 17% rise in total revenue to $1.095 billion for the third quarter ended September 30, 2026. The company also entered into a definitive agreement to be acquired by DoorDash, Inc. in a cash-and-stock transaction valued at approximately $17 billion, resulting in the cancellation of its earnings conference call and suspension of financial guidance.
ATI
ATI Inc. reported a 26% year-over-year increase in third-quarter 2026 sales, reaching $1.42 billion, and a 73% rise in net income to $190 million. Adjusted EBITDA surged 46% to $328 million, with margins expanding 300 basis points to 23.0%. The company raised its full-year 2026 guidance by $35 million to $1.195 billion, reflecting strong performance across its HPMC and AA&S segments.
TLPPF
Telix Pharmaceuticals Limited has agreed to acquire ITM Isotope Technologies Munich SE for US$1.65 billion upfront and up to US$700 million contingent consideration. The strategic transaction, approved by Telix's Board and over 93% of ITM's shareholders, aims to bolster Telix's position in the radiopharmaceutical industry by integrating complementary growth engines. The deal is expected to generate unaudited pro forma revenue exceeding US$1.3 billion in 2026 and enhance Group EBITDA from 2027 onwards, while securing supply chain control and infrastructure.
NEXA
Nexa Resources S.A. reported a net income of $100.1 million for the three months ended September 30, 2026, marking a significant turnaround from a loss of $62.7 million in the same period in 2025. The company's total assets rose to $5.54 billion as of September 30, 2026, up from $5.27 billion at the end of 2025, driven by growth in investments and property, plant, and equipment. Cash and cash equivalents decreased to $404.5 million from $515.9 million, while comprehensive income for the nine months ended September 30, 2026, reached $232.1 million, up from $176.2 million in 2025, reflecting gains in other comprehensive income items.
HTLM
HomesToLife Ltd has filed a Form 6-K to supplement its earlier Introductory Document with appendices for its proposed secondary listing on the Main Board of the Singapore Exchange Securities Trading Limited (SGX-ST). The company confirmed it files annual reports under Form 20-F or Form 40-F, with no changes in executive leadership or material litigation disclosed. The filing does not address Nasdaq compliance status.
CPAC
Cementos Pacasmayo S.A.A. received an official letter from the Superintendence of the Securities Market (SMV) regarding observations on its Valuation Report for a public tender offer by Holcim Ltd. The SMV raised concerns about the company's justification for projected sales growth, calculations for "Model's 2036 D&A," and substantiation of certain financial statement line items. Cementos Pacasmayo must address these observations within one business day.
BCH
Banco de Chile announced a leadership transition in its October 2026 Form 6-K filing. Eduardo Ebensperger Orrego, the outgoing Chief Executive Officer, submitted his resignation effective April 2, 2027, which the Board of Directors accepted, acknowledging his decade-long contributions. The Board appointed Hernán Arellano Salas as the new CEO, effective April 3, 2027, with the filing including a letter to the Chilean Financial Market Commission and local stock exchanges regarding these changes.
BIPC
Brookfield Infrastructure Corporation secured shareholder approval for the BIPC Transaction Resolution. At a special meeting in October 2026, 59.37% of Exchangeable Shares and 100% of Class B Shares were represented. The resolution passed with over two-thirds of the votes from both classes, with Exchangeable Shares holding a 25% voting interest and Class B Shares holding a 75% voting interest in the Corporation.
MASK
3 E Network Technology Group Limited has approved a further 2-for-1 share consolidation, resulting in a cumulative 4-for-1 share consolidation. The consolidation, effective October 30, 2026, will adjust the company's authorized share capital and reduce the total issued and outstanding class A ordinary shares from 5,230,209 to approximately 1,307,553, and class B ordinary shares from 23,200 to approximately 5,800. The company's shares will continue to trade on the Nasdaq Capital Market under the symbol "MASK" on a post-consolidation basis.
AGI
Alamos Gold Inc. reported third-quarter financial results for 2026, achieving record production of 119,000 ounces of gold, primarily from the Island Gold District. The company anticipates significant growth, aiming to nearly double production to one million ounces annually by 2030, driven by upcoming expansions. Third-quarter revenues reached $510.4 million, a 10% increase from the previous year, with strong cash flow from operations at $216.3 million and ongoing free cash flow of $75.6 million.
RCON
Recon Technology, Ltd. announced its intention to reappoint Nelson N.S. Wong and Jijun Hu as Class II directors for the fiscal year ending June 30, 2029, and to ratify Enrome LLP as its independent registered public accounting firm for the fiscal year ending June 30, 2027. The company detailed plans for a par value reduction of Class A Ordinary Shares, a capital reduction, and a share consolidation at a ratio of either 1:300 or 1:200, with the final ratio to be determined by the Board. Additionally, Recon Technology intends to deregister as an exempted company in the Cayman Islands and register as a business company in the British Virgin Islands by way of continuation.
FER
Ferrovial N.V. executed share repurchase transactions under its program initiated on December 15, 2025. The company repurchased a total of 1.33 million shares for approximately 59.38 million euros during October 2026, with weighted average prices ranging from 44.11 to 45.28 euros per share. These transactions reflect Ferrovial's ongoing commitment to returning value to shareholders.
BTCT
BTC Digital Ltd. announced the resignation of Mr. Peng Xu as director and chairman, effective October 29, 2026, with no disagreements cited. The Board appointed Mr. Jishuang Zhao as the new director and chairman, effective the same date, leveraging his extensive experience from his tenure as chairman of Meten Holding Group Ltd. Additionally, Mr. Dongyi Lu was appointed as an independent director and member of key committees, effective October 28, 2026, to meet Nasdaq's independent director requirements.
BSP
Bending Spoons S.p.A. completed a private placement of 10 million ordinary shares at $33.00 each, raising approximately $330 million, with Berkshire Hathaway investing an additional $330 million, increasing its stake to 4%. The funds will be used for general corporate purposes and new acquisitions. Following the transaction, Bending Spoons has 346.5 million ordinary shares and 310.2 million Class A shares outstanding, with Berkshire Hathaway holding about 4% of the ordinary shares.
RYDAF
Shell plc reported a significant increase in income attributable to shareholders, reaching $28.6 billion in Q3 2026, up from $13.7 billion in Q2 2026 and $10.8 billion in Q3 2025. Adjusted earnings rose to $27.6 billion, while adjusted EBITDA climbed to $61.2 billion, and cash flow from operating activities totaled $48.5 billion. Total debt decreased to $39.7 billion, and the gearing ratio improved to 16.6%, bolstered by the acquisition of ARC Resources Ltd., adding approximately 370 kboe/d.
BUDFF
Anheuser-Busch InBev SA/NV reported solid financial performance in the third quarter of 2026, with revenue increasing by 4.9% and Underlying EPS rising by 22%. Revenue per hectoliter grew by 4.2%, driven by premiumization and Beyond Beer initiatives, while total volume increased by 0.4%, with non-beer volumes up by 4.0%. Normalized EBITDA rose to 5,957 million USD, despite a margin contraction, and Underlying Profit reached 2,396 million USD, reflecting strong growth compared to the previous year.
DQ
Daqo New Energy Corp. reported a significant increase in revenue to $194.2 million in Q3 2026, up from $62.7 million in the previous quarter, driven by a polysilicon production volume of 53,469 MT. Despite the revenue boost, the company faced a widened gross loss of $60.6 million, resulting in a negative 31.2% gross margin, compared to a negative 132.0% in Q2 2026. The net loss attributable to shareholders was $52.9 million, with adjusted net loss remaining at $52.9 million, reflecting ongoing market challenges.