Apple Stock Slips 2% as Gross Margin Outlook Disappoints and Services Growth Cools, Analysts Split on Whether the Premium Is Still Justified
Microsoft downgraded as AI cloud costs outrun revenue and the easy margin gains are already gone, with Azure growth decelerating and Copilot monetization still unproven
Markets today
Coverage from the past 24 hours · Latest publication 3 Nov, 23:03 UTC
Equities
Anthropic IPO Is Wall Street’s Big Tech Referendum: Broadcom, Google and SpaceX Exposure Turns the AI Listing Into a Balance-Sheet Test for Public Investors
Economy & rates
RBI launches November 2026 Inflation Expectations Survey of Households to gauge how consumers see price pressures shaping the economic outlook
Commodities
Brent Crude Plunges $6 in Sudden Flash Crash Before Rebounding Toward $104, Rattling Global Oil Markets
Crypto
Bitcoin at $76,674: 10x’s Markus Thielen Still Sees $90,000 by Year-End, Says Wall Street Killed Wild Rallies and Questions ETF Demand
Market pulse
Market movers
Earnings
Shopify Stock Plunges 8% as Q3 Revenue and $92 Billion GMV Miss Estimates, Testing the E-Commerce Growth Narrative Despite Earnings Beat
Results
Reporting:
Published:
Circle Q3 Earnings: ARC Revenue Surge Collides With USDC Depeg as Stablecoin Slips to $0.9996, Testing $1 Peg Confidence
Results
Reporting date unconfirmed
Published:
Ferrari Lifts 2026 Guidance After Q3 Earnings Beat, Signaling Confidence in Luxury Demand
Results
Reporting date unconfirmed
Published:
Apple Crushes Earnings in Ternus’ Debut Quarter Yet Shares Slide as Investors Question What Comes Next
Results
Reporting:
Published:
Circle’s USDC Boom Comes With A 59% Cost Problem: Stablecoin Giant Retains Less Of Every Revenue Dollar Ahead Of November 4 Earnings
Preview
Reporting date unconfirmed
Published:
What to watch
The Financier Brief
Super Micro stock jumps as CFO Mark Long credits ‘high-quality customer base’ for booming AI server demand and revenue growth
Super Micro Stock Pops On AI Server Demand Super Micro Computer shares rose on Tuesday after the company’s earnings report signaled booming demand for its AI servers, with…