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$FLY: Firefly Aerospace's deal with $ASTS strengthens its growth outlook and funding position, but development spending is rising, and cash burn is expected to accelerate through 2027. Can Firefly turn its expanding backlog into sustainable profitability? https://t.co/nD7unctac8 #ASTS #Earnings #Aerospace #space #stocks #investing

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$CRWV: CoreWeave is commanding higher prices for AI compute, but financing that growth remains costly. With Q4 interest expense projected above $1 bln, can improving operating margins translate into sustainable profitability? https://t.co/iLoITEFXla #CoreWeave #CRWV #AI #Earnings #CloudComputing #DataCenters #TechStocks

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$NVDA: NVIDIA downgraded to Neutral from Outperform at Baird, tgt $200 https://t.co/4ayOvBanHe

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$UL: Unilever upgraded to Buy from Hold at Deutsche Bank https://t.co/RzynvAawGV

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$STIM: Neuronetics Inc. prices 18.75 million-share public offering at $1.60 per share, expecting approximately $30 million in gross proceeds.

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$MRVL: Marvell targets $12 billion-plus in custom-chip revenue for FY2029 (roughly calendar 2028), more than triple FY2028. Its $20B FY2028 total-revenue target largely concerns calendar 2027.

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$MU: Micron secured 26 multi-year take-or-pay agreements, expected to account for over 35% of revenue through 2030.

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$SUJA: Suja Life misses by $0.07, beats on revs; guides Q4 revs below consensus. Co was downgraded to Neutral from Buy at Goldman; tgt $12.

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$SKHY: SK Hynix secured agreements covering over 50% of 2027-2028 production capacity, typically with five-year terms.

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$FOSL: Fossil Group extended its global Diesel watch and jewelry licensing agreement for five years through 2032.

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Gapping up:
$FOSL +25.1%
$CRWV +17.3%
$BGS +8.6%
$MRVL +8.6%
$SKHY +8.2%

Gapping down:
$SUJA -18.1%
$BV -15.4%
$ATRO -12.9%
$STIM -11.4%

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$ONON: On Holding's premium pricing and direct-to-consumer growth are supporting margins, but rising retail, personnel, and technology costs are absorbing much of the benefit. Can On turn strong consumer demand into sustainable earnings growth? https://t.co/C2bIfxKaZk #OnHolding #ONON #Earnings #footwear #apparel #consumer #Retail

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$TSM: Taiwan Semi's strong October sales give it breathing room to meet Q4 guidance, but ramping 2nm production and expanding capacity bring added costs. Can manufacturing efficiencies protect margins as AI demand accelerates? Read the full analysis: https://t.co/pvBr7DmLMT #TSM #AI #Earnings #datacenters #Semiconductors #techstocks #Investing

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Treasury yields are climbing as investors price in a December Fed rate hike, putting pressure on stocks. But oil's nearly 20% decline this month offers some relief. Can falling energy costs offset renewed inflation concerns? Read today's premarket analysis: https://t.co/vNRFOIptxn $SPY $QQQ $DIA $TNX $USO $NVDA $ANT #oil #CPI #Inflation #Fed #earnings #treasuryyields #premarket #analysis #PageOne

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$CG: Carlyle Group downgraded to Neutral from Buy at UBS, tgt $47 https://t.co/4ayOvB9PRG

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$SECZ: Securitize upgraded to Buy from Neutral at Citi, tgt $14 https://t.co/RzynvA9YRn

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$SANM: Sanmina beats by $1.16, beats on revs

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$AAON: AAON, Inc. reported an 84% revenue increase to $707.4 mln, led by a 218% surge in BASX sales to $397.2 mln. BASX supplies specialized cooling equipment for data centers, making its performance a useful indicator of physical AI infrastructure investment. BASX backlog rose 51% yr/yr to $1.36 bln, but declined sequentially as manufacturing capacity expanded and shipments accelerated. AAON raised its full-year sales growth outlook to 72--75%, compared with its previous forecast of 55--60%.

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$ANT: Anthropic discloses in amended S1 filing that "it is currently estimated that the initial public offering price per share will be between $70.00 and $78.00"; Company to offer 825.0 mln shares.

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$HIMS: Hims & Hers Health reported Q3 revenue of $890.4 million and adjusted EBITDA of $82.4 million, missing expectations of $893 million and $86 million, while subscribers declined to 2.78 million from 2.89 million. Q4 guidance of $885 million in revenue and approximately $80 million in EBITDA fell well below consensus.