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Applied Materials' fiscal-Q4 revenue rose 53% to a record $10.41B; Semiconductor Systems sales climbed 64% to $8.0B, with DRAM at 33% of the mix.
Its fiscal-Q1 outlook calls for $11.1B Β±$0.5B of revenue and $4.35 Β±$0.20 non-GAAP EPS.
Cisco's fiscal-Q1 revenue rose 24% to a record $18.5B, while non-GAAP EPS increased 40% to $1.40.
It raised FY2027 revenue guidance to $74.8B-$75.8B and now expects $9B of hyperscaler AI-infrastructure revenue, more than double FY2026.
Treasury's $25B 30-year auction cleared at 5.441%. Bid-to-cover fell to 2.36 from 2.54 at October's reopening and 2.39 at August's new issue.
The weaker cover shows softer demand for long-duration supply, despite a lower yield than October's 5.618%.
Fermi rose 14.6% to $2.08 by 2:53 ET after an unnamed investment-grade hyperscaler committed $200M upfront and $15M for site work tied to 600 MW at Project Matador.
A definitive long-term lease remains pending; Fermi also terminated its August TensorWave lease.
Freddie Mac's 30-year fixed mortgage rate fell for a fourth week to 7.11% from 7.18%, its lowest in seven weeks; the 15-year rate eased to 6.45% from 6.57%.
The benchmark remains above last year's 6.24%, leaving affordability pressure elevated.
U.S. equities erased Thursday's opening selloff by 11:52 ET: SPY and QQQ were each up 0.2% after falling as much as 0.9% and 1.6%.
Nvidia rebounded from $148.83 to $165.43, still -4.8%, while AMD gained 6.2% and Broadcom 5.8% as the chip move became selective.
U.S. existing-home sales fell 5.5% in October to a 3.75M annualized pace, the lowest since August 2010 and below 3.8M consensus.
Inventory rose 1.3% to 1.59M homes, a 5.1-month supply, while the median price edged up 0.4% YoY to $416,700.
Nvidia fell 7.2% to $161.25 by 9:55 ET Thursday after co-founder Jensen Huang resigned as CEO and director, effective immediately.
CFO Colette Kress is interim CEO during the successor search. NVDA's index weight pressured Nasdaq; AMD and Broadcom gained.
U.S. initial jobless claims rose to 200,000 in the week ended Nov. 7, above 195,000 consensus; the prior week was revised to 191,000.
The four-week average held at 195,250, while continuing claims fell 20,000 to 1.697M, keeping the broader labor signal firm.
Nebius Q3 revenue surged 571% YoY to $980.8M, beating $907.5M consensus. It sees $12B-$13B of 2027 revenue and pre-tax break-even in Q4.
That scale requires $40B-$45B of capex; prepayments, asset-backed financing and its balance sheet are expected to cover 75%-85%.
Siemens jumped as much as 4.8% Thursday after fiscal-Q4 orders surged 58% to a record β¬34.8B, with a 1.47 book-to-bill ratio; revenue rose 11% to β¬23.7B.
FY2027 guidance calls for 9%-11% comparable revenue growth and β¬10.20-β¬10.80 EPS pre PPA, excluding Healthineers.
PepGen closed up 92.9% Tuesday after Phase 2 FREEDOM2-DM1 showed 46.5% mean splicing correction at 10 mg/kg; 5 of 6 patients exceeded 20%.
No serious events or dose-limiting toxicities were reported. The U.S. partial hold remains; it proposed a $125M offering.
B&G Foods jumped 32.3% to $3.52 by 2:53 ET after Q3 base sales grew 5.0%, driven by 6.1% volume growth; adjusted EBITDA rose 16.2% to $81.8M.
It raised 2026 sales guidance to $1.76B-$1.80B and EBITDA outlook to $280M-$290M, despite a $32.5M GAAP net loss.
Aebi Schmidt cut 2026 sales guidance to $1.95B-$2.00B from $1.95B-$2.15B and adjusted EBITDA to $170M-$180M from $175M-$195M.
Q3 backlog still rose 16.4% to $1.3B, but gross margin fell 80 bp to 19.2% as material inflation and supply disruptions weighed.
Gevo was up 29.5% to $1.80 at 12:51 ET after Q3 revenue rose 94% YoY to $83.0M and net income swung to $22.7M from an $8.0M loss.
It lifted 2026 adjusted EBITDA guidance above $90M from $60M, though $29.4M of revenue came from Canadian clean-fuel credits.
Hapag-Lloyd raised 2026 EBITDA guidance to $4.6B-$5.0B from $3.9B-$4.4B and EBIT to $2.0B-$2.4B from $1.25B-$1.75B, citing robust spot freight rates and a stronger-than-expected Q4.
The upgrade signals firmer container-shipping pricing into year-end.
Costco rose 1.1% to $1,078.05 by 10:11 ET Wednesday after declaring a $30-per-share special dividend, a roughly $13.3B payout payable Dec. 4 to holders of record Nov. 24.
It also renewed a $4B buyback through Nov. 2030; $3.1B was used under the prior authorization.
Azenta rose 14.1% to $46.20 by 09:54 ET Wednesday after fiscal-Q4 revenue increased 5% YoY to $167M and adjusted EPS of $0.28 beat $0.11 consensus.
FY2027 revenue guidance of $648M-$660M topped $639.3M consensus, with 200-250 bp adjusted EBITDA margin expansion.
Riskified rose 23.0% premarket Wednesday after Q3 revenue accelerated 41% YoY to $115.2M and non-GAAP free cash flow reached a record $15.2M.
It raised 2026 revenue guidance to $427M-$433M from $400M-$410M, while GAAP gross margin fell to 43% from 50%.
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