https://corevaluequest.com/2026/11/06/coverage-brief-2026-11-06/ 2026-11-06T07:00:00Z CoreValue Research en The chip index's worst day since March 2020: the SOX fell 12.25% after a midterm vote against data centres, Seoul tripped its circuit breaker overnight, and this morning Cloudflare, IREN, Airbnb and Vistra are leading the bounce 2026-11-06T07:00:00Z Blog https://corevaluequest.com/2026/11/06/earnings-radar-2026-11-06/ 2026-11-06T07:00:00Z CoreValue Research en The week of 2–6 November: ten of the thirteen companies with a revenue guide in dollars beat its top, but the midterm vote set the prices. AppLovin rose 31.04% into Thursday's rout, while Lumentum and Marvell are down 37% and 30% since they reported 2026-11-06T07:00:00Z Blog https://corevaluequest.com/2026/11/05/coverage-brief-2026-11-05/ 2026-11-05T07:00:00Z CoreValue Research en Memory's boom shows up as everyone else's bill: Qualcomm falls 11.75% premarket on a guide weighed down by chip input costs, Arm says memory prices are slowing smartphone royalties, and Seoul's memory makers drop 7–9% 2026-11-05T07:00:00Z Blog https://corevaluequest.com/2026/11/04/coverage-brief-2026-11-04/ 2026-11-05T14:32:14Z CoreValue Research en Democrats take Congress and the AI trade splits: the owners of data centres rally, the builders sell off, and Oracle pays 7–8.65% for $10bn of notes in the same week Microsoft paid 4.85–6.35% 2026-11-04T07:00:00Z Blog