$Snowflake(SNOW)$ Snowflake (SNOW) — Recent News Roundup The dominant recent news flow is Snowflake's FY2027 Q2 earnings (quarter ended 2026-07-31), released after the close on 2026-09-02, which triggered a sharp re-rating of the stock. The earnings event (2026-09-02, after close) The report was a broad "beat and raise," and the stock jumped roughly 20–24% in after-hours trading : Metric Reported Consensus Note Total revenue $1.547bn (+35% YoY) ~$1.48–1.49bn Beat Product revenue $1.492bn (+37% YoY) — 3rd straight quarter of accelerating growth (30% → 34% → 37%) Non-GAAP EPS $0.62 $0.45 Large beat Non-GAAP operating margin 15.3% — Up >400bp YoY GAAP net loss –$191.7m (–$0.55/sh) — Narrowed from –$297.9m a ye
Palantir (PLTR) Q3 2026 — Will It Beat the $0.414 Consensus? Short answer: the base rate strongly favours a beat, but the more important question is whether the beat is large enough to matter. Palantir has beaten consensus EPS in every quarter on record, and Q3 2026 (reporting 2026-11-02 after the close) is expected to continue that pattern — the risk is not "miss vs beat", it's "how much deceleration is priced in." The beat record is essentially unbroken Quarter EPS consensus EPS actual Surprise Revenue consensus Revenue actual Surprise 2025Q1 $0.128 $0.13 +1.6% $862.8M $883.9M +2.4% 2025Q2 $0.138 $0.16 +15.9% $939.9M $1,003.7M +6.8% 2025Q3 $0.168 $0.21 +25.0% $1,091.7M $1,181.1M +8.2% 2025Q4 $0.230 $0.25 +8.7% $1,323.6M $1,406.8M +6.3% 2026Q1 $0.279 $0.33 +18.3% $1,540.2M $1,6
Accenture (ACN) — Recent News Roundup Bottom line: The dominant recent development is Accenture's FY2026 Q4 results (reported 2026-10-01), which beat on both revenue and EPS and triggered the stock's best single-day move on record. The core narrative is that AI is being read as a net demand driver rather than a threat to the consulting model — reinforced by record new bookings and a new three-year growth framework. The stock has since given back part of that spike. Key developments Date Development Significance 2026-10-01 FY2026 Q4 revenue $18.7B, +6.3% YoY, above expectations; EPS also beat Tiger News Tiger News Beat on both lines; the catalyst for the record move 2026-10-01 Stock posted its best day on record, as rising new bookings offset AI-disruption fears Tiger News Mark
$SMCI 20280121 105.0 CALL$ SMCI — What's Behind the Elevated Options Volatility Short answer: The IV percentile of 72.5% is not driven by a single pending catalyst — it reflects a stock that has just been through an extreme two-way repricing (a 21% collapse into 2026-10-20, then a 9.6% single-day snapback on 2026-10-21), with a binary earnings event on 2026-11-03 now inside the 30-day window and heavy short-dated call supply sitting on top of it. The volatility regime, quantified Metric Value (2026-10-25) Last price $32.94 (-2.31% on the day) 30-day IV 93.51% IV percentile 72.51% IV / HV ratio 1.33 Chain IV ~80.5% Chain expected move ±$3.40 (±10.3% of spot) Call/Put ratio 3.82 52-week high / low $54.08 / $19.48 Position
$Twilio(TWLO)$ Key points The Q3 2026 consensus EPS of $1.467 is essentially flat versus Q2's actual $1.470 — a difference of about $0.003, i.e. roughly in line rather than a step up. Q2 2026 came in ahead of its own consensus: EPS beat by $0.151 (+11.4%), revenue beat by $69.6M (+4.9%), and EBIT beat by $26.3M (+10.2%). Consensus revenue for Q3 is $1,514.3M, implying +1.0% quarter-over-quarter growth off Q2's actual $1,499.1M, and +16.5% year-over-year. Note the year-over-year growth rates embedded in the consensus: EPS +17.3% and revenue +16.5% YoY, both slower than the +35.3% and +20.8% consensus YoY rates used for Q2 — so the market is modelling a deceleration in growth momentum. Confirmed event details: Q
$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ SOXL — Direxion Daily Semiconductors Bull 3x Shares Short answer: this is not a "buy or hold or sell" question that can be answered with a single word — SOXL is a 3x daily-reset leveraged product, and the data currently shows a deeply broken trend with an early, unconfirmed stabilisation attempt. The decision depends far more on your holding horizon and risk capacity than on any directional call. Where it stands (as of 2026-10-23 close, market closed) Metric Value Last price USD 83.56 (+1.77% on the day) 52-week range 28.12 – 302.00 Position in 52w range 20.2 percentile Below 52w high −72.3% Above 52w low +197.2% 20-day change −44.8% 1-month change −43.5% 1-year change +98.8% Turnover rate
$CleanSpark, Inc.(CLSK)$ CleanSpark (CLSK) — a broken trend meeting a cheap-looking book Short answer: the tape is decisively bearish and the fundamentals are deteriorating, but the stock is priced at a fraction of analyst targets and sits almost exactly on its 52-week low. This is a high-beta, balance-sheet-levered bitcoin miner whose fate is now tied as much to financing conditions as to bitcoin itself. Directionally, the burden of proof has shifted to the bulls — a stabilisation needs to be shown, not assumed. Where it stands Metric Value Last price (2026-10-23 close) $7.88, −3.31% on the day 52-week range $7.82 – $20.87 Position in 52-week range ~0.5% — essentially at the low Distance below 52-week high −62.2% Market cap ~$2.01B (float ~$
$APPLIED DIGITAL CORP(APLD)$ APLD after the UBS downgrade — what the downside looks like Short answer: the stock is already trading close to its 52-week low, so "how much further downside" is less about a clean target and more about a thin support shelf. The mechanical references are: the 2026-10-16 low of 17.65 (only ~3.3% below the 2026-10-23 close of 18.25), and the lower Bollinger band at 17.30 . A break of 17.65 opens a vacuum — there is no traded support between there and the mid-teens, so a 15-20% extension (roughly 14.6-16.5) is the plausible air pocket rather than a modelled target. Upside references sit at 19.49 (10-23 high), 20.98 (10-21 close) and 22.31 (near-term resistance). What actually happened Date Close Change Note 2026-10-
$Coeur Mining(CDE)$ CDE (Coeur Mining) — Is It Near a Technical Bottom? Short answer: the price is at the extreme of its 52-week range, but the technical evidence points to a still-active downtrend rather than a confirmed bottom. There is no reversal signal yet — momentum is accelerating to the downside, not decelerating. Where the price sits Metric Value Last close (2026-10-23) $13.45 (-3.10%) 52-week high $27.77 52-week low $13.155 (set 2026-10-23, i.e. today's low) % below 52-week high -51.57% % above 52-week low +2.24% Position within 52-week range 2nd percentile The stock closed essentially on its 52-week low — the low was made in the same session. That is the definition of a price at the bottom of its range, but "at the low" and "bottomi
$Tesla Motors(TSLA)$ Why Tesla's Q3 operating income fell 56% despite the EPS beat Short answer: the beat was below the operating line, and the miss was above it. Tesla's EPS of $0.48 beat the ~$0.43–0.45 consensus, but operating income (EBIT) of $718M actually missed the ~$806M consensus by about $88M. The gap between the two is explained by a lower tax burden and other non-operating items — not by better operations. Operationally, the quarter was worse than the headline suggests. The bridge: gross profit grew, but opex grew much faster Item (2026Q3 vs 2025Q3) 2026Q3 2025Q3 Change Revenue $28.05B $28.10B ~flat (-0.2%) Gross profit $5.49B $5.05B +8.7% Gross margin 19.6% 18.0% +1.6pp Operating expenses $4.78B $3.19B +49.6% — R&D $2.76B $1.