Crypto Pulse—TradFi

Arista Networks reported third-quarter 2026 revenue of $3.66 billion on November 3, up 58.5% from a year earlier and above both its own $3.3 billion guidance and the $3.33 billion consensus. Non-GAAP EPS was $1.20 against $1.08 expected. Arista guided fourth-quarter revenue to $3.9 billion–$4.0 billion, above the $3.60 billion LSEG estimate.ANET closed the regular session at $169.91, rose as high as $202.00 (+18.9%) after hours and ended the extended session at $186.01 (+9.5%). The ANETS

Super Micro Computer (NASDAQ: SMCI) reported fiscal first-quarter 2027 net sales of $19.9 billion on November 3, up from $5.0 billion a year earlier and above the $16.39 billion LSEG estimate. Non-GAAP EPS was $1.81 against $1.23 expected. Supermicro guided second-quarter net sales to $19.5 billion–$21.5 billion and raised its fiscal 2027 range to $72 billion–$82 billion from $65 billion–$72 billion.SMCI closed the regular session at $31.39 and traded as high as $34.96 after hours before ending

Overview Circulation growth does not translate proportionally into shareholder profit for three reasons, each with a precise figure attached. First, compression in the reserve yield offsets volume growth: average USDC in circulation rose 25% year over year in the second quarter while reserve income rose only 5%, with the entire gap coming from the reserve return rate falling from roughly 4.16% to 3.50%. Second, most incremental income goes to distribution partners: Circle's own disclosed sensiti

AMD reported record third-quarter 2026 revenue of $13.38 billion on November 3, up 45% from a year earlier and above the $13.09 billion LSEG estimate. Non-GAAP EPS was $2.09 against $1.95 expected. Data center revenue nearly doubled to $8.55 billion, and AMD guided fourth-quarter revenue to about $17 billion, which would be about 27% above Q3.AMD shares closed the regular session at $483.90 and traded as high as $530.38 after hours before ending the extended session at $508.20. The AMDSTOCK_USDT

Overview Closing at $66.60 USD on the New York Stock Exchange on November 3, 2026 at 16:00 EST (November 4, 2026 at 05:00 SGT), Uber Technologies (NYSE: UBER) exhibits a daily technical structure defined by overhead moving-average compression paired with short-term base-building above its October 29 52-week low of $64.04: the share price sits 5.83% below its 50-day simple moving average ($70.72) and 8.97% below its 200-day simple moving average ($73.16), while its 14-day Relative Strength Index

Marvell Technology (NASDAQ: MRVL) shares fell 12.72% to $171.41 on November 2, 2026, while Lumentum (NASDAQ: LITE) dropped 18.59% to $684.40, after the companies announced a $115 billion all-stock acquisition agreement.The selloff came despite Lumentum reporting strong quarterly earnings and securing more than $5 billion in purchase commitments for advanced optical technologies.The key issue is the deal's structure: Lumentum shareholders will receive 4.5 Marvell shares for each LITE share, meani

Overview Cash flow and autonomous investment are not yet in genuine tension, because autonomy has barely reached the cash flow statement. Uber has committed more than $10 billion to autonomous vehicles and ordered 120,000 of them, while autonomous trips account for under 0.5% of platform volume, equity stakes are funded against milestones, and the company is working with third-party financial sponsors to move vehicle offtake off its balance sheet. What actually affects cash flow quality today is

Palantir reported Q3 2026 revenue of $2.313 billion on November 2, up 96% from a year earlier and ahead of the $2.18 billion LSEG estimate, its first quarter above $2 billion.It raised its full-year revenue guidance to $8.530–8.534 billion from $8.150–8.158 billion, and guided Q4 revenue of about $2.65 billion against the $2.46 billion analysts expected, Reuters reported.Shares swung in extended trading, rising almost 1% at first before dipping about 3%, as investors weighed the beat against a v

Overview The decline was not about the quarter just reported but about December quarter guidance, where gross margin and operating expenses turned unfavourable at the same time. Apple guided holiday gross margin to 45% to 46%, against the 47.9% just reported, of which roughly 1 percentage point came from tariff refunds as a one-off, leaving about 46.9% underneath. At the 45.5% guidance midpoint, that is a sequential decline of about 1.4 percentage points. Operating expenses are guided to $20.4 b

Apple reported fiscal Q4 2026 revenue of $114.48 billion on November 2, up 12% from a year earlier and ahead of the $113.39 billion LSEG estimate, with diluted EPS of $2.10 against $1.99 expected.The beat was not what moved the stock. Apple guided December-quarter gross margin to 45%–46%, down from 47.9%, because of higher memory-chip costs, and Services growth to 8%–9%, below the roughly 10.7% analysts expected.Shares were little changed after the release, then fell about 4% during the conferen