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Notable Earnings for the Week: Nov 2–6th, 2026. 🍎 $AAPL headlines Monday after the close Revenue should land near top of guide. Margins are the test. The breakdown 👇 •EPS est: $1.98 vs $1.85 yr ago •Rev est: $113.3B, top of guide •Gross margin guide: 47–48% vs 50.1% •Implied move: ±4.2% Supporting cast: • $PLTR Mon AMC: ±12.4% implied, EPS est $0.33. • $AMD Tue AMC: ~$13B rev guide, EPS est $1.68. • $ANET Tue AMC: ±10.9% implied, AI networking. • $ARM Wed AMC: ±15.1% implied, week's biggest. • $APP Wed AMC: EPS est $3.94 vs $2.45 yr ago. • $IREN Thu AMC: first FY27 print, AI cloud check. Why it matters: memory costs are hitting Apple's margins while AMD, Arm and Arista show whether AI spend is still accelerating. Then Friday's 8:30am ET jobs report gets the last word. JOLTS Tue, ADP Wed. Which print moves your portfolio most? I Long $PLTR $APP $IREN | NFA | DYOR

Crypto of the Day: $NEAR cuts its own supply again. Fear & Greed sits at 37, yet $NEAR is ripping. The reason is supply, not hype. The breakdown 👇 •Move: +8.5% in 24h on $870M volume, near $4.30. •Proposal: HSP 029 cuts max inflation from 2.5% to 1.6%. •History: second cut in a year (5% to 2.5% passed late 2025). •Supply: 11.8M fewer NEAR issued over 2 years. •Tradeoff: staking yield drops from 5.3% to 3.4%. •Status: House of Stake vote closed today; validators must still adopt, then a 90 day grace period. Why it matters: less new supply hitting the market, but stakers take the pay cut. Watch whether the pop holds after the vote.

🎯 Stock of the Day: $MRVL buys $LITE for $115B. Last week the market sold Marvell 13% on the rumor. This morning it got the price tag. The breakdown 👇 •Deal: all stock, 4.5 MRVL shares per LITE share. •Price: $1,132/sh, a 23.9% premium •Dilution: LITE holders get 33% of the combined company. •Synergies: $1B+ in annual run rate cost cuts. •EPS: accretive (non-GAAP) in year one after close. •Close: 1H 2028, needs shareholder + regulatory OK. Why it matters: Lumentum makes the lasers that link AI chips, and its capacity is reportedly sold out into 2029. Marvell is buying supply, not just growth. I Long $MRVL | NFA

🎙️ Marvell CEO on the Lumentum deal $MRVL CEO Matt Murphy says the move creates the "category leader in AI connectivity." As AI clusters scale, moving data between chips is becoming the bottleneck. Marvell's silicon plus Lumentum's optics puts both sides of that link under one roof. Mist Watch Interview 👇

🏛️ $L Q3: Profit -39%, stock up anyway A CNA reserve charge hit earnings. Buyers looked through it. The breakdown 👇 •EPS: $1.50 vs $2.43 last year •Rev: $4.76B, +2% YoY •CNA: $180M vs $371M, LTC charge •Buyback: $167M in Q3, $67M more in Oct •Stock: +3.8% early trade Why it matters: Loews says higher investment yields will almost fully offset the $125M charge. Hotels flipped to profit and book value ex AOCI rose to $100.67. Shares outstanding keep shrinking.

$MAR Q3: Travel isn't slowing down RevPAR up 6.5% and Marriott raised the year again. The breakdown 👇 •Adj. EPS: $3.02 vs $2.85 est •Rev: $7.01B vs $6.93B est •RevPAR: +6.5%, US & Canada +7.4% •FY26 EPS guide: $12.07–12.14, raised •Stock: +2.6% to $410 pre mkt. Why it matters: fees are the engine. Gross fees +14%, a record 634K-room pipeline, and a $4.8B+ capital return target for 2026. Q4 EPS guide is $3.14–3.21. Asset light still prints. Can US travel keep leading as international lags at +4.4%?

☕ Morning Brief: Oil under $100, futures up, $AAPL tonight Worst week in months, and oil just threw bulls a lifeline. Apple's print tonight decides if it holds. The breakdown 👇 •Futures: NQ +0.8%, ES +0.5%, Dow +0.6%. •Oil: WTI $99.8 (−4%) on US-Iran deal hopes. •10Y: 4.92% •Crypto: $BTC $77.8k (+0.02%), $ETH $2,290 (+1.4%) as the Binance hack fades. •Catalysts: $AAPL ($1.99 EPS / $113.4B est, 4% implied move) + $PLTR after close. •Risk: no Iran deal signed, midterms Tue, jobs Fri. Why it matters: $AAPL guided margins to 47–48%, and it's likely Ternus's first call as CEO. His tone on the guide moves all of tech. Bounce survives Apple: yes or no?

🧬 $TEM Q3: Record revenue, guide nudged up. Losses shrinking fast. Oncology volume is accelerating. The breakdown 👇 •EPS: -$0.08 vs -$0.09 est •Rev: $411.5M vs $409.4M est, +23% YoY •Data & Apps: $108.1M, +33% •FY26 guide: rev $1.60–1.605B, raised •Stock: 5.94% pre mkt. Why it matters: adj. EBITDA hit $25.6M vs $1.5M a year ago, and net loss shrank to $14.9M from $80M. Oncology volume +32% and MRD tests +300%. EBITDA guide held at $65M, not raised.

$TSEM Q3: Record quarter, $2B year. Fell 10% Friday. Then guided Q4 to another record. The breakdown 👇 •Adj. EPS: $1.15 vs $1.07 est •Rev: $526M vs $522M est, +33% YoY •SiPho: $1.1B run-rate target in Q4 •Q4 guide: $600M ±5%, +36% YoY •Stock: 5.72% pre mkt. Why it matters: AI datacenter optics is the engine. Gross margin climbed to 34% from 23.5% a year ago, and Q4 puts 2026 at $2B with a $2.4B run rate. Capex nearly doubled to keep up. Was Friday's selloff fear or a fair reset?

⛏️ $CIFR Q3: Mining fades, AI lease kicks in. Revenue missed by a third. The story is a $9.1B lease. The breakdown 👇 •EPS: -$0.22 diluted vs -$0.25 est •Rev: $26.7M vs $39M est •HPC rent: $5.9M, its first •Barber Lake: 20yr AI lab lease, $9.1B •Stock: 0.38% pre mkt Why it matters: Cipher, now Cipher Digital, is a landlord first and a miner second. Bitcoin revenue fell 71% as Black Pearl came online. $656M cash, but $5.4B in debt is the tradeoff. Is $CIFR priced as a miner or as an AI landlord?

📡 $SPCX is shopping for a phone carrier Reported talks to buy Boost Mobile or tap its network. The catch: AT&T and T-Mobile may hold the keys. The breakdown 👇 •Target: $SATS owned Boost, 7.4M subs. •Already owns: $20B of EchoStar spectrum bought in 2025. •Prize: Boost's 5G core, billing + customers. •Catch: Boost rides $T and $TMUS radio networks; lease transfers likely need their OK. •Intent: CFO says SpaceX aims to "become a major mobile carrier". Why it matters: SpaceX already has the airwaves and satellites. Boost adds customers, but cities still need someone's towers.

💄 $EL Q1: Beat, raise, repeat Lauder says the turnaround phase is over. The breakdown 👇 •Adj. EPS: $0.72 vs $0.51 est •Rev: $3.72B vs $3.64B est •Fragrance: +20% organic •FY27 guide: EPS $3.20–3.45 from $3.10–3.35 Why it matters: organic sales rose 6%, but margins are doing the real work. Adj. op margin hit 12.1% vs 7.3% a year ago, and China grew 9% organic. Fragrance is now the engine, not skin care.

🚨 $CHKP Q3: In line print, weak guide EPS matched. Didn't matter. Shares -10% pre-market. The breakdown 👇 •Adj. EPS: $2.49 vs $2.49 est •Rev: $669.8M vs $672M est, -1% YoY •Subs: $338.6M, +11% YoY •Q4 guide: rev below consensus •Stock: $137 pre mkt, -9.9% Why it matters: FY targets needed a 6% Q4 growth ramp. CEO now calls Q3 the trough but admits the turnaround is running slower than planned. $325M buyback in Q3 didn't move the needle.

👀 Weekend Watchlist: Midterms + Apple. Nasdaq 100 is in its 3rd correction of 2026. Earnings, an election and $100 oil hit in 5 days. The breakdown 👇 • $AAPL: Mon AH. Ternus' first call as CEO. Guide +9–11% rev, 47–48% GM. Implied ±4.4%. • $PLTR: Mon AH. Implied ±12%. • $AMD: Tue AH, election night. Implied ±9.3% after $INTC's −28.6% Friday. • Oil: WTI $104.12, highest close since April. OPEC+ meets today. • $BTC: $78.1k after Friday's Binance hack headlines. Why it matters: Intel blamed memory costs for its PC slump. Apple flagged the same. If Ternus echoes it, chips don't bounce. Apple's memory read or AMD on election night: which moves the tape more? 💼 I Long $PLTR | NFA