The one thing
The weekend did not bring the next leg down. Taiwan’s short-selling limits took effect this morning and the Taiex closed up 4.94% at 41,661.70, with TSMC up 4.68% and MediaTek up 9.88%, its daily limit. Seoul did not follow: the Kospi closed down 0.81%. Friday’s US session had already turned. The Philadelphia Semiconductor index rose 4.21% and the Nasdaq-100 1.35%, though both are still down on the week, 12.15% and 4.91%. The test comes after Tuesday’s close, when CoreWeave reports. It is the first neocloud print since Microsoft said it would use fewer outside cloud providers, and CoreWeave was down 3.02% premarket at 06:21 ET. Nvidia is the large name moving against the group, down 5.17% at 06:27 ET after its board opened an independent investigation (below). AMD was up 3.16% at the same time.
Friday 6 November US closes: S&P 500 7,376.86 (+0.31%), Nasdaq-100 26,989.99 (+1.35%), Nasdaq Composite 24,579.43 (+1.09%), Philadelphia Semiconductor 9,390.25 (+4.21%). Monday’s Asian closes: Taiex 41,661.70 (+4.94%), Nikkei 225 58,775.50 (+2.33%), Kospi 5,018.85 (−0.81%). Premarket at 06:21 ET: TSMC ADR +1.55%, Microsoft +1.26% (06:22 ET), SK hynix ADR −2.04%.
Sector pulse · names with material news since the 6 Nov edition
Semis: TSMC, MediaTek, Nvidia and onsemi. Power: Digital Realty. A weekend edition: the only SEC filing for a covered name in the window was Vistra’s 10-Q, whose third-quarter release we covered on Friday. A price move alone is not counted.
Overnight & last session
Semis & equipment
Taipei’s second-largest points gain on record, on the first day of the short-selling limits
The Taiex closed up 1,960.06 points, or 4.94%, at 41,661.70. Focus Taiwan says that is the second-largest one-day points gain on record, behind 31 July. Turnover was NT$837.93bn. TSMC closed up 4.68% at NT$2,235 and MediaTek up 9.88% at NT$3,725, its daily limit. The Financial Supervisory Commission’s tighter limits on short selling, announced on Friday, took effect today. On Friday the management committee of the National Financial Stabilization Fund also authorised the fund to intervene in the market, its tenth intervention since 2000. Seoul did not follow. The Kospi closed down 0.81%, with SK hynix up 0.35% and Samsung up 0.64%. In Tokyo SoftBank fell 4.20%.
The read: Taipei had the short-selling limits and the state fund behind it; Seoul had neither, and it closed lower. Taiwan’s limits put a floor under prices without changing the demand behind them. TSMC’s October sales, due at 00:30 ET tomorrow, are the first hard number since the sell-off.
Nvidia’s board opens an independent investigation into security concerns around its CEO
On Sunday Nvidia’s board said it is opening an independent investigation “in light of recent reporting” that Jensen Huang “has been the target of a foreign intelligence effort”. A committee of independent directors, assisted by outside counsel, will oversee it. The board says it has “no reason to believe” that national security or Nvidia secrets were compromised, and that it “has confidence in Jensen and his leadership team”. Huang supports the review and has committed to cooperate. Last week three House committee chairs asked him to attend a closed-door briefing on 18 November about the company’s safeguards against foreign espionage (CNBC). Nvidia reports its fiscal third quarter on 17 November. The stock was down 5.17% premarket at 06:27 ET.
The read: The board’s statement covers only security and confidence in management. Customers and export regulators will care about the first point. Nvidia’s chips are export-controlled, so an inquiry into a foreign intelligence effort sits close to the question Washington already asks about where its chips go. The 17 November call comes the day before the requested House briefing.
onsemi drops its Czech silicon-carbide expansion of up to $2bn
onsemi and the Czech Ministry of Industry and Trade have agreed not to proceed with the end-to-end silicon-carbide expansion at Rožnov pod Radhoštěm, a multi-year brownfield investment of up to $2bn first announced in June 2024. The company ties the decision to “the evolving dynamics of the global SiC market”. Existing silicon and SiC production at Rožnov continues, and onsemi expects to keep investing and hiring at Rožnov and Brno. The release gives no charge or capex figure.
The read: Silicon carbide was onsemi’s growth bet for electric vehicles. Cheaper Chinese wafers and slower EV demand have made it the part of the business to shrink, and the growth now comes from AI data-centre power, up 175% in the third quarter. We update the onsemi study with the cancelled Rožnov silicon-carbide expansion (up to $2bn, announced June 2024), next to the SiC capacity plan it replaces.
Power & data-centre infrastructure
Digital Realty and Goodman take 9.9% of NEXTDC after its October collapse
Digital Realty and Goodman Group now hold 9.9% of the Australian data-centre operator NEXTDC through a trust they own equally. They offered institutional investors A$9.50 a share in an aftermarket book build on 4 November, which Reuters valued at about A$715m from the term sheet. The substantial-holder notice, as reported on 9 November, shows 75.2m shares bought between 3 and 6 November at an average of A$9.22, about A$693.7m in total. We have the notice only through press summaries, not the ASX filing itself. NEXTDC lost 45.8% in October after a power delay at its M3 Melbourne site and a guidance cut. Its board called the move “opportunistic” and said it had received no takeover proposal. The buyers say they have no intention of making a control proposal “at this time” but reserve the right to do so.
The read: This is a cheap option on powered Australian capacity, bought after NEXTDC had already written down its own build plan. At 9.9%, Digital Realty and Goodman can block a rival bid without having to bid themselves. We update the Digital Realty study with the 9.9% NEXTDC stake held with Goodman through an equally owned trust: 75.2m shares at an average of A$9.22, about A$693.7m in total.
No covered hyperscaler, software, ads, consumer, hardware, space or private-lab name had material company news over the weekend. Microsoft’s plan to use fewer neoclouds and its decision not to renew an Oracle compute contract (Bloomberg and CNBC, 6 Nov) were in last week’s editions; CoreWeave’s Tuesday print is where they get tested.
Capex guidance · current full year, $bn
No hyperscaler or large semi changed a full-year capex guide over the weekend; all bars are carried unchanged from the 6 November edition. Bars are scaled to the midpoint of each range.
| Company | Period | Guidance |
|---|---|---|
| Amazon | CY2026, reaffirmed 29 Oct | ~220 |
| Alphabet | CY2026, held on 28 Oct call | 195–205 |
| Microsoft | ~FY to Jun 2027, period disputed | ~170 |
| Meta | CY2026 | 135–145 |
| Oracle | FY to May 2027, gross | 90–95 |
| Samsung | CY2026, KRW 84.4tn | ~63 |
| TSMC | CY2026 | 60–64 |
| Micron | FY to Aug 2027, implied | >50 |
| CoreWeave | CY2026 | 35–39 |
| Intel | CY2026, gross; from the July call | >20 |
Do not add them up: periods and definitions differ. Meta includes principal payments on finance leases and Alphabet excludes them. Alphabet’s range was set in July and reported as held on the 28 October call. Microsoft’s ~$170bn comes from call coverage that disagrees on the period and on finance leases. Amazon’s is cash capex net of proceeds and incentives. Oracle’s is gross: secondary reports put about $70bn as Oracle’s own spend and $20–25bn as customer-repaid. Samsung’s converts 84.4tn won at the rate implied by KED Global on 28 October. Micron’s is our arithmetic from its first-half guide. Intel gave no full-year figure on the October call; the >$20bn is from July. Not charted: IREN’s $15bn is the remaining planned fiscal 2027 capex, not a full-year total.
Where each name stands · verified names only
Rows are limited to names with a print verified against a company or filing source in recent editions; other names are left out rather than estimated. No row changed in this edition; there were no prints over the weekend.
| Name | Last print | Key figures (as reported) |
|---|---|---|
| Semis & equipment | ||
| TSMC (TSM) | Sept sales, 8 Oct | NT$511.86bn, +54.6% y/y |
| Lam Research (LRCX) | 21 Oct | Revenue $8.22bn; EPS $2.20; December-quarter guide about $8.6bn |
| Western Digital (WDC) | 22 Oct | Revenue $4.38bn; non-GAAP EPS $4.64 |
| Cadence (CDNS) | 26 Oct | Revenue $1.633bn (+22%); non-GAAP EPS $2.11; FY26 guide $6.387–6.417bn; backlog $8.2bn |
| NXP (NXPI) | 27 Oct | Revenue $3.786bn (+19%); non-GAAP EPS $4.20; Q4 guide $3.75–3.95bn |
| SK hynix (000660.KS) | 28 Oct | Revenue 104.6tn won (+328%); operating profit 83.3tn (80% margin); 2026 returns ~100tn won |
| KLA (KLAC) | 28 Oct | Revenue $4.136bn; non-GAAP EPS $1.22; Dec-quarter guide $4.7bn ± $0.2bn |
| Samsung (005930.KS) | 29 Oct | Revenue 195.3tn won; operating profit 107.4tn; DS 106.5tn; 2026 capex ~84.4tn won |
| Intel (INTC) | 29 Oct | Revenue $16.5bn (+21%); DCAI $7.3bn (+78%); non-GAAP GM 44.1%; Q4 guide $15.0–16.0bn at 38.0% GM |
| Sandisk (SNDK) | 29 Oct | Revenue $11.03bn (+378%); GM 85.0%; FQ2 guide $12.2–12.6bn; 8-for-1 split, adjusted trading from 20 Nov |
| Monolithic Power (MPWR) | 29 Oct | Revenue $1.202bn (+63.1%); Q4 guide $1.315–1.385bn |
| MediaTek (2454.TW) | 30 Oct | Revenue NT$168.06bn (+18.3%); GM 46.3% (call coverage, not company documents) |
| onsemi (ON) | 2 Nov | Revenue $1,722m (+11%); non-GAAP GM 41.2%; non-GAAP EPS $0.90; AI DC +175%; Q4 guide $1,715–1,815m; Ferric $600m + up to $175m |
| Marvell (MRVL) | Prelim FQ3, 2 Nov | FQ3 revenue in line with guidance, range narrowed to ±2%; Lumentum deal 4.500 shares, $115bn EV, close 1H 2028 |
| AMD | 3 Nov | Revenue $13.377bn (+45%); Data Center $8.5bn (+97%); non-GAAP GM 56%; non-GAAP EPS $2.09; Q4 guide ~$17bn ±3% at ~55% GM |
| Arm (ARM) | 4 Nov | Revenue $1,443m (+27%); royalty $670m (+8%); licence $773m (+50%); ACV $1,790m (+12%); FQ3 guide $1.54bn ± $50m |
| Qualcomm (QCOM) | 4 Nov | FQ4 revenue $10.32bn (−8%); Handsets $5.14bn (−26%); Automotive $1.99bn (+89%); non-GAAP EPS $2.17; FQ1 guide $10.4–11.2bn incl. Data Center; FY27 Data Center target $5bn |
| IonQ (IONQ) | 5 Nov | Revenue $173.8m (+336%), of which SkyWater foundry $83.5m; RPO $1.2bn; operating loss $433.1m; FY26 guide raised to $505–515m |
| Networking & optical | ||
| Lumentum (LITE) | 2 Nov | Revenue $1,262.6m (+136.5%); non-GAAP GM 53.2%, op margin 42.3%; non-GAAP EPS $4.57; FQ2 guide $1.575–1.625bn |
| Arista (ANET) | 3 Nov | Revenue $3.66bn (+58.5%); non-GAAP op margin 49.1%; non-GAAP EPS $1.20; Q4 guide $3.9–4.0bn |
| Astera Labs (ALAB) | 3 Nov | Revenue $584.9m (+154%); non-GAAP op margin 44.7%; Q4 guide $730–750m |
| Coherent (COHR) | 4 Nov | Revenue $2.37bn (+50%); non-GAAP GM 40.6%; non-GAAP EPS $2.09; FQ2 guide $2.55–2.75bn; GM target >45% before end-2028 |
| Hyperscalers & neoclouds | ||
| Alphabet (GOOGL) | 28 Oct | Revenue $127.6bn (+25%); Cloud $30.7bn (+103%); capex $51.4bn; FCF −$9.1bn; EPS $2.12 |
| Microsoft (MSFT) | 28 Oct | Revenue $92.3bn (+19%); Azure +48%; commercial RPO $677bn (+73%); EPS $4.92 |
| Amazon (AMZN) | 29 Oct | Net sales $201.9bn (+12%); AWS $46.0bn (+39%), 38.7% margin; EPS $1.89; TTM FCF −$42.4bn |
| DigitalOcean (DOCN) | 3 Nov | Revenue $321m (+40%); ARR $1,285m; AI customer ARR $376m (+288%); 2027 growth guide 60%+; $1bn ATM |
| Cloudflare (NET) | 5 Nov | Revenue $782.5m (+39%); cRPO +37%; non-GAAP GM 72.4%; non-GAAP op income $137.1m; FCF $82.1m; Q4 guide $845–846m; FY26 $2,963–2,964m |
| IREN | 5 Nov | Revenue $228m (+66% q/q); AI Cloud $200m at 86% GM; backlog $20.3bn; >$4bn contracted ARR moved to Jan–Feb 2027; $15bn FY27 capex left, $6bn unfunded |
| TeraWulf (WULF) | 6 Nov | Revenue $76.2m (+51%); HPC lease $63.0m; operating loss $88.2m; 102 MW online, 336 MW under construction; Google backstop of Anthropic leases (8-K 4 Nov) |
| Power & data-centre infrastructure | ||
| GE Vernova (GEV) | 28 Oct | Orders $29bn (+96% organic); revenue $12.6bn (+27%); backlog $197bn; FY26 FCF $16–17bn |
| Vertiv (VRT) | 28 Oct | Net sales $4.313bn (+61%); organic orders >+100%; FY26 guide $14.45–14.85bn |
| AEP | 28 Oct | Operating EPS $2.23; $100bn 2027–31 capital plan |
| Equinix (EQIX) | 28 Oct | Revenue $2.571bn (+11%); AFFO/share $11.64 (+18%); FY26 guide $10.325–10.365bn |
| Digital Realty (DLR) | 29 Oct | Revenue $1.9bn (+21%); core FFO $2.10; bookings $855m; FY26 core FFO guide $8.30–8.35 |
| nVent (NVT) | 30 Oct | Sales $1.515bn (+44% organic); adj EPS $1.52; FY26 adj EPS guide $5.36–5.39 |
| Dominion (D) | 30 Oct | Operating EPS $1.28; top half of $3.45–3.69 FY26 range |
| Bloom Energy (BE) | 22 Oct | Revenue about $1.24bn, +138% y/y |
| Eaton (ETN) | 3 Nov | Sales $8.9bn (+28%, 19% organic); segment margin 25.3%; adj EPS $3.68; Electrical backlog +46%; FY26 adj EPS $13.70–13.80 |
| Vistra (VST) | 6 Nov | Ongoing ops adj EBITDA $2,378m (Q3 2025: $1,581m); 2026 guide $7.1–7.5bn; 2027 guide $7.7–8.5bn, ~98% hedged; Cogentrix closed; +$1.5bn buyback |
| SaaS & enterprise software | ||
| IBM | 21 Oct | Revenue $17.1bn; adj EPS $2.95 (secondary) |
| Fortinet (FTNT) | 28 Oct | Revenue $2.078bn (+20%); billings $2.336bn (+29%); FY26 service guide cut to $5.150–5.170bn |
| ServiceNow (NOW) | 28 Oct | Subscription $3.988bn (+21%); cRPO $13.65bn (+20.5%); Q4 cRPO guide +18.5% cc |
| Palantir (PLTR) | 2 Nov | Revenue $2.313bn (+96%); US commercial $984m (+148%); adj op margin 62%; TCV $2.918bn (+6%); FY26 guide $8.530–8.534bn |
| Datadog (DDOG) | 4 Nov | Revenue $1.20bn (+35%); non-GAAP op margin 28%; FCF $251m; Q4 guide $1.19–1.20bn; FY26 $4.515–4.525bn |
| HubSpot (HUBS) | 4 Nov | Revenue $947.6m (+17%); non-GAAP op margin 22.6%; billings $924.9m (+15%); Q4 guide $945–947m (+12%); FY26 $3.685–3.687bn |
| Ads & adtech | ||
| Meta (META) | 21 Oct | Revenue $64.6bn (+26%); Q3 capex $34.9bn; FCF about −$2.1bn |
| Netflix (NFLX) | 20 Oct | Revenue $12.87bn; EPS $0.87 |
| Reddit (RDDT) | 29 Oct | Revenue $895m (+53%); DAUq 130.3m (+12%); Q4 guide $1.000–1.030bn |
| Roku (ROKU) | Acquired by Fox, 6 Nov | Delisted from Nasdaq; $95.30 cash + 0.9799 Fox Class A per share. Last print 2 Nov: revenue $1.502bn (+24%); platform $1.308bn (+23%) |
| AppLovin (APP) | 4 Nov | Revenue $2.185bn (+55%); net income $1.439bn; adj EBITDA $1.842bn (84%); FCF $1.4bn; Q4 guide $2.365–2.395bn |
| Consumer platforms & commerce | ||
| DoorDash (DASH) | 29 Oct | Revenue $4.616bn (+34%); GOV $33.9bn (+36%); adj EBITDA $1.06bn; Instacart deal ~$17bn |
| Marriott (MAR) | 2 Nov | Worldwide RevPAR +6.5% (US & Canada +7.4%); adj EPS $3.02; adj EBITDA $1,512m |
| Shopify (SHOP) | 3 Nov | Revenue $3,742m (+32%); GMV $119.1bn; operating income $568m; FCF margin 22%; Q4 revenue growth low-thirties |
| Booking (BKNG) | 3 Nov | Room nights +7%; gross bookings +10%; revenue −1% after a $900m FTC revenue reduction plus a $100m accrual; no settlement agreed |
| Uber (UBER) | 4 Nov | Gross bookings $59.8bn (+20%); revenue $14.77bn (+10%); adj EBITDA $3.0bn (+31%); Q4 GB guide $63.25–65.25bn |
| MercadoLibre (MELI) | 4 Nov | Net revenue & financial income $10.75bn (+45%); operating income $676m (−6%), 6.3% margin; net income $448m; TPV $109bn (+53%); GMV $23bn (+38%) |
| Airbnb (ABNB) | 5 Nov | Revenue $4,869m (+19%); nights & seats 155.0m (+16%); GBV $27.7bn (+21%); adj EBITDA $2,509m (52%); Q4 guide $3.22–3.28bn; FY26 high-teens growth, ~36% EBITDA margin |
| Hardware & devices | ||
| Apple (AAPL) | 2 Nov | Revenue $114.5bn (+12%); GM 47.9% (incl. ~1pt tariff refunds); EPS $2.10; FY26 revenue $479bn; Dec-qtr GM guide 45–46% (call coverage) |
| Super Micro (SMCI) | 10-Q, 6 Nov | Net sales $19.95bn; disclosure controls not effective (material weakness); GM 12.7%; diluted EPS $1.75; operating cash flow −$434m; FQ2 guide $19.5–21.5bn; FY27 $72–82bn |
| Space & mobility | ||
| SpaceX (SPCX) | 20 Oct | Revenue about $14.6bn, of which AI $7.6bn |
| Tesla (TSLA) | 21 Oct | Revenue $28.05bn; adj EPS $0.48 (secondary) |
| Private labs | ||
| Anthropic | S-1/A, 2 Nov | Nine-month 2026 revenue $33.2bn (+1,206%); Q3 $16,956m; FY2025 $4.6bn; top five customers ~25%; Nasdaq ticker ANT; price range not set |
| OpenAI | MSFT 10-Q, 28 Oct | Microsoft recorded $10.0bn of revenue from OpenAI in the September quarter (Microsoft’s related-party disclosure) |
On the calendar · times in ET
| Date | Event | Status |
|---|---|---|
| Mon 9 Nov | Before the open: Constellation Energy third quarter. After the close: The Trade Desk third quarter. Taiwan’s short-selling limits in force | Nasdaq calendar (pulled 30 Oct); press previews; Focus Taiwan |
| Tue 10 Nov | 00:30 ET (13:30 Taipei): TSMC October revenue; MediaTek October sales the same day. 08:30 ET: US October CPI. 17:00 ET: CoreWeave third-quarter call. SoftBank Group first-half results | TSMC calendar; BLS; CoreWeave release (27 Oct); SoftBank date from one press report only |
| Thu 12 Nov | Before the open: Nebius third quarter, call 08:00 ET. Cisco fiscal Q1. After the close: Applied Materials. Meta euro notes settle | Nebius release (30 Oct); Nasdaq calendar; Meta 424B5 |
| Week of 9 Nov | Anthropic IPO marketing expected to start; the price range comes in a further S-1 amendment | Bloomberg (reported, 6 Nov) |
| Tue 17 Nov | Nvidia fiscal Q3 (after close). Virginia SCC hearings on the NextEra–Dominion merger begin | Nasdaq calendar; CNBC; WHRO |
| Wed 18 Nov | Palo Alto Networks fiscal Q1 2027. Requested closed-door House briefing with Nvidia’s CEO | Company announcement (via TradingView); CNBC |
| Thu 19 Nov | Alibaba September-quarter results | Company announcement (via Quantisnow) |
| Fri 20 Nov | Sandisk trades split-adjusted (8-for-1) | Company 8-K |
| 8–9 Dec | FOMC meeting, with projections | Federal Reserve |
| 10 Dec | Oracle fiscal Q2 | TIKR (not yet on Oracle’s site) |
| Jan–Feb 2027 | IREN’s delayed >$4bn of contracted ARR now targeted for January, possibly February | IREN release |
Earnings dates other than those from company releases are carried from the Nasdaq calendar pulled on 30 October; Nasdaq’s page refused automated access this morning.
The story worth reading
The pull-back is in the headlines. It is not yet in the filings. Last week the AI trade sold off on reports that Microsoft is renting less. It let an Oracle compute contract lapse (Bloomberg and CNBC, 6 November, citing unnamed sources); a source told Reuters it will not take up an option to more than double its Nscale contract in Texas; and CNBC reported it plans to use fewer neoclouds. The Philadelphia Semiconductor index fell 12.15% over the week.
Microsoft’s own filings point the other way. Its September-quarter 10-Q puts leases signed but not yet commenced, “primarily for datacenters”, at $364.6bn, up from $329.1bn at 30 June in its annual report: $35.5bn, or 10.8%, more in three months (our arithmetic). Those are commitments. What the week’s reports describe is narrower: an option not exercised, a renewal not taken. On what has been filed, none of it is a signed lease cancelled.
The one filed piece of the story is IREN’s, and it is a delay, not a cancellation. Its release says the more than $4bn of contracted ARR is funded and now targeted for January, after “a customer-requested design change and supplier timing” moved it from year-end; it may slip to the end of February. Its revenue backlog rose 22% in the quarter, to $20.3bn. CNBC names the customer as Microsoft.
That puts the risk on the landlords, not the tenant. A declined option was never in Microsoft’s $364.6bn; it was in a neocloud’s plan. CoreWeave’s 10-Q, after Tuesday’s close, gives its remaining performance obligations and its largest customer’s share of revenue, and Nebius reports on Thursday. If both hold, last week priced options as if they were leases. If they fall, the pull-back has reached signed contracts, and Microsoft’s next 10-Q will show it in the $364.6bn.
Sources
- Nvidia board of directors statement and CEO email to staff, CNBC, 8 Nov 2026, 16:50 ET — cnbc.com
- Nvidia investigation report, CNBC, 8 Nov 2026, 15:12 ET (updated 17:53 ET) — cnbc.com
- Taiex posts 2nd-largest daily point gain on intervention pledge, Focus Taiwan (CNA), 9 Nov 2026 — focustaiwan.tw
- onsemi and Czech Ministry of Industry and Trade agree to conclude SiC expansion project, onsemi, 6 Nov 2026 — onsemi.com
- Australia’s NEXTDC rallies; calls Goodman, Digital Realty share bid “opportunistic”, Reuters via The Star, 5 Nov 2026 — thestar.com.my
- Goodman and Digital Realty acquire 9.9% stake in NEXTDC (substantial-holder notice), TipRanks, 9 Nov 2026 — tipranks.com
- Goodman Group, Digital Realty secure 9.9% stake in NEXTDC, Capital Brief, 9 Nov 2026 — capitalbrief.com
- NEXTDC labels Goodman and Digital Realty share raid opportunistic, IPE Real Assets, Nov 2026 — realassets.ipe.com
- NEXTDC shares surge after Goodman and Digital Realty launch raid, Business News Australia, Nov 2026 — businessnewsaustralia.com
- Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain, CNBC, 6 Nov 2026, 13:31 ET — cnbc.com
- CoreWeave announces date of third-quarter 2026 results and conference call, CoreWeave, 27 Oct 2026 — investors.coreweave.com
- Nebius Group announces date of third-quarter 2026 results and conference call, Nebius, 30 Oct 2026 — nebius.com
- CPI release schedule, Bureau of Labor Statistics — bls.gov
- SoftBank Group results date (press report), boerse-global.de, Nov 2026 — boerse-global.de
- Microsoft, Form 10-Q for the quarter ended 30 Sep 2026 (leases not yet commenced) — sec.gov
- Microsoft, Form 10-K for fiscal 2026 (leases not yet commenced at 30 Jun 2026) — sec.gov
- IREN, fiscal Q1 2027 results, 8-K Ex. 99.1, 5 Nov 2026 — sec.gov
- Microsoft will not expand Texas data center deal with UK’s Nscale, source says, Reuters via Euronext, 5 Nov 2026 — euronext.com
- Microsoft lets an Oracle compute contract lapse, Bloomberg and CNBC, 6 Nov 2026 (unnamed sources; headlines from our news harvest)
Figures are as reported by the companies and the press, and have not been independently verified against filings unless a filing is cited. Prices and market moves: CoreValue price database (Yahoo Finance bars), as of 06:27 ET on 9 November 2026. Nothing in this brief is investment advice.
