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Nasdaq Rebounds Thanks to AI Infrastructure Stocks
The Nasdaq rebounded from last week's losses thanks to dip buying in heavyweight AI infrastructure stocks. The advance follows tech weakness last week, when underwhelming financial results from Anthropic and signs of debt stress among cloud providers, especially CoreWeave, dented demand for speculative positions in the sector.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Anthropic announced plans to commit 5% of its shares to a Public Benefit Fund to enable the company to "pursue our mission in new ways"SpaceXCEO Elon Musk pledged to give one of his SpaceX shares to "every kid in America," adding that "this will be the first of many."Investment bankers have been circling Blue Owl Capital, meeting with its founders to propose a full or partial sale of the business, WSJ saysMicrosofthas withdrawn from a UK data center deal with Nscale, Bloomberg saysCleveland-Cliffsshares are rising after the steel company reported Q3 results that beat expectations2. WALL STREET CALLS:Goldman Sachs upgraded CoreWeaveto BuyAmeriprisedouble downgraded to Underperform at BofA amid retention challengesIntelupgraded to Neutral at JPMorganLongbow downgraded Whirlpool, citing a weakening consumer backdropDatadogupgraded to Outperform at Bernstein3. AROUND THE WEB:Hon Hai Precisionwill pay $727M for a 50% stake in Mitsubishi Electric'sautomotive components unit, Bloomberg saysUberwon its bid to throw out two lawsuits in the UK valued at EUR 340M brought by London black cab drivers and two former private hire companies over allegations on how it obtained a private hire vehicle operating license, Reuters reportsStellantisCEO Ned Curic said the company plans to continue hiring more engineers as the company rolls out new models as part of its turnaround plan, Bloomberg saysMorgan Stanleyhas entered a partnership with Raisin UK, a fintech platform, to provide savings accounts to individuals in the country, Bloomberg reportsQuantinuumsaid it has achieved record-setting results to correct the tendency for "qubits" at the center of a quantum computer to generate errors based on tiny disturbances in their environments, WSJ reports4. MOVERS:Silence Therapeuticsgained after entering an agreement to be acquired by Merck KgaAfor $20 per ADS in cashDisc Medicineincreased after reporting its APOLLO trial of bitopertin met all its primary and secondary endpointsStriverose after announcing it purchased 4,045 bitcoinFervo Energyfell after JPMorgan removed it from its Analyst Focus ListDynex Capitaldeclined after reporting quarterly results5. EARNINGS/GUIDANCE:Nyxoahreported preliminary Q3 results and cut its guidance for FY26Cleveland-Cliffsreported Q3 results, with EPS beating consensusFifth Thirdreported Q3 results and provided guidance for Q4Eos Energyprovided guidance for Q3 and backed its outlook for FY26EquipmentShareraised its outlook for FY26INDEXES:The Dow fell 36.38, or 0.07%, to 51,966.03, the Nasdaq gained 290.85, or 1.11%, to 26,430.89, and the S&P 500 advanced 31.29, or 0.41%, to 7,690.73.
Dow Rises 90.80 Points, Nasdaq Up 453.36 Points
The major averages were higher near noon as a rebound in heavyweight AI infrastructure stocks offset muted movement in broader sectors. The advance follows tech weakness last week, when underwhelming financial results from Anthropic and signs of debt stress among cloud providers, especially CoreWeave, dented demand for speculative positions in the sector.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Anthropic announced plans to commit 5% of its shares to a Public Benefit Fund to enable the company to "pursue our mission in new ways"SpaceXCEO Elon Musk pledged to give one of his SpaceX shares to "every kid in America," adding that "this will be the first of many."Investment bankers have been circling Blue Owl Capital, meeting with its founders to propose a full or partial sale of the business, WSJ saysMicrosofthas withdrawn from a UK data center deal with Nscale, Bloomberg saysCleveland-Cliffsshares are rising after the steel company reported Q3 results that beat expectations2. WALL STREET CALLS:Goldman Sachs upgraded CoreWeaveto BuyAmeriprisedouble downgraded to Underperform at BofA amid retention challengesIntelupgraded to Neutral at JPMorganLongbow downgraded Whirlpool, citing a weakening consumer backdropDatadogupgraded to Outperform at Bernstein3. AROUND THE WEB:Hon Hai Precisionwill pay $727M for a 50% stake in Mitsubishi Electric'sautomotive components unit, Bloomberg saysUberwon its bid to throw out two lawsuits in the UK valued at EUR 340M brought by London black cab drivers and two former private hire companies over allegations on how it obtained a private hire vehicle operating license, Reuters reportsStellantisCEO Ned Curic said the company plans to continue hiring more engineers as the company rolls out new models as part of its turnaround plan, Bloomberg saysMorgan Stanleyhas entered a partnership with Raisin UK, a fintech platform, to provide savings accounts to individuals in the country, Bloomberg reportsQuantinuumsaid it has achieved record-setting results to correct the tendency for "qubits" at the center of a quantum computer to generate errors based on tiny disturbances in their environments, WSJ reports4. MOVERS:Silence Therapeuticsgains in New York after entering an agreement to be acquired by Merck KgaAfor $20 per ADS in cashDisc Medicineincreases after reporting its APOLLO trial of bitopertin met all its primary and secondary endpointsStrivehigher after announcing it purchased 4,045 bitcoinFervo Energylower after JPMorgan removed it from its Analyst Focus ListDynex Capitalfalls after reporting quarterly results5. EARNINGS/GUIDANCE:Nyxoahreported preliminary Q3 results and cut its guidance for FY26Cleveland-Cliffsreported Q3 results, with EPS beating consensusFifth Thirdreported Q3 results and provided guidance for Q4Eos Energyprovided guidance for Q3 and backed its outlook for FY26EquipmentShareraised its outlook for FY26INDEXES:Near midday, the Dow was up 90.80, or 0.17%, to 52,093.21, the Nasdaq was up 453.36, or 1.73%, to 26,593.40, and the S&P 500 was up 66.01, or 0.86%, to 7,725.45.
Company Expects 2026 Revenue in Lower Half of $300M to $350M Range
The company said, "The Company currently expects full-year 2026 revenue in the lower half of its $300 million to $350 million range. The current forecast reflects the addition of the final shift to bring Thorn Hill to 24-hour operation during the fourth quarter. Eos enters the fourth quarter with strong revenue visibility supported by customer commitments and projects in backlog. Following the manufacturing consolidation and achievement of full-scale operations, Thorn Hill will serve as the Company's manufacturing facility and is expected to have approximately 4 GWh of annual nameplate production capacity across its two production lines."
Eos Reports Approximately 23% Quarter-over-Quarter Shipment Increase
Shipments increased approximately 23% quarter over quarter. "We delivered our highest revenue to date and improved gross margin by roughly 17 points as volume begins to ramp at Thorn Hill," said Alessandro Lagi, Chief Financial Officer of Eos. "Consolidating into Thorn Hill is the right decision for the Company. It gives us one modern, higher throughput site, lowers our cost per unit, and puts us on a clear path to positive margins. We're being disciplined about the transition in the fourth quarter and customer demand for American-made long-duration storage remains strong."
Latest Data Shows Serve Robotics Borrow Rate Increases to 48.72%
Latest data shows the largest indicative borrow rate increases among liquid option names include: Serve Robotics Inc (SERV) 48.72% +10.62, ASP Isotopes Inc (ASPI) 4.34% +1.45, Eos Energy (EOSE) 4.40% +0.86, Tradr 2X Short SNDK Daily ETF (SNDQ) 24.53% +0.76, American Strategic Income Portf. Inc II (BSP) 7.20% +0.72, Shoe Carnival Inc (SHOE) 1.84% +0.59, GraniteShares 1.5x Long COIN Daily ETF (CONL) 12.43% +0.55, Kodiak AI, Inc. Common Stock (KDK) 11.04% +0.37, Hertz Global Holdings (HTZ) 7.06% +0.33, and TotalEnergies (TTE) 0.84% +0.31.
Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.









