FinanceFeeds

The world’s premier news publication for the online trading industry.

[FinanceFeeds @FXFinanceFeeds]

$CRWD jumped 5.26% to $239.34. It's still under its 20-day average.

20-day avg $256.50
Street target $246.15, only $6.81 above
Bull $439.39 / bear $216.93 by Dec 31

One green day isn't a rerating.

https://t.co/V1lXp3aFQz

[FinanceFeeds @FXFinanceFeeds]

$CRWV has a $104B backlog and closed at $61.82.

Down $7.87 since Oct 15
Debt lines total $35.1B
Goldman: Buy, $106. Bernstein: $51

Same stock, two banks, a $55 gap.

https://t.co/iyVdB3QVvo

[FinanceFeeds @FXFinanceFeeds]

$NBIS grew revenue 454%. The stock is down 27.7% in four weeks.

$237.33 on Sep 25, $171.57 now
Q2 capex $5.7B vs $2.3B operating cash
Full-year capex guide $20-25B

The growth is priced. The spend isn't.

https://t.co/2Gqd2YHQc3

[FinanceFeeds @FXFinanceFeeds]

$SNDK fell 3.8% premarket on a day it doesn't even report.

Western Digital needs $4.07 tonight
It beat in August and still sank
Sandisk then fell 8% on its own beat

The published consensus is the wrong bar to watch.

https://t.co/9ltHTDhhUn

[FinanceFeeds @FXFinanceFeeds]

$LRCX posted record revenue of $8.22B, up 54%. The stock fell 6% after hours.

Kospi -3.52% the next day
SK hynix -5.48%, Samsung -4.02%
Wednesday's 3.29% rally erased

A record quarter is no longer enough for AI chip spend.

https://t.co/5BXVbkgirN

[FinanceFeeds @FXFinanceFeeds]

Forbes has Elon Musk at $989B. Premarket says closer to $960B.

$SPCX closed +7.79% at $159.31
Tesla +3.41%, then -3.68% after Q3
SpaceX stake alone: $759B

He opens Thursday ~$29B below his own headline.

https://t.co/7t4L5cmCey

[FinanceFeeds @FXFinanceFeeds]

$META beat revenue by $1.3B. Operating income fell 37%.

Revenue $64.6B, +26%
Costs +68% to $51.6B
Margin 40% to 20%, with a $9.89B legal charge

Strip the charge and margin is still 35.4%. Ads fund the AI build, not for free.

https://t.co/yVZHRMtd9K

[FinanceFeeds @FXFinanceFeeds]

$MU's Taoyuan union walked out Thursday. The stock barely cares.

The bigger Taichung union settled Tuesday
Taoyuan: ~2,400 members, 24 hours
Forward P/E 5.2 at $913.67

The number that moves memory tonight is Western Digital's guide.

https://t.co/U2iu7aBr1R

[FinanceFeeds @FXFinanceFeeds]

$TSLA beat on EPS and swung to $1.53B free cash flow. Then fell 3.3% after hours.

EPS $0.48 vs $0.45 expected
Auto margin ex-credits 18.1%, from 16.3%
Operating income -56%

The quarter fixed the cash. The call pushed Optimus to end-2027.

https://t.co/G6TclwLDLq

[FinanceFeeds @FXFinanceFeeds]

SpaceX revenue +161%. $SMCI guides $18.5-19.5B, up from $14.5-15.5B.

The Nasdaq 100 closed flat anyway.

CPI 3.7%, from 3.4%
Pending home sales -7.3%, record low
Fed decides 28 Oct

AI earns it. Rates price it, says @EXNESS.

https://t.co/NirLU2EsbW

[FinanceFeeds @FXFinanceFeeds]

OANDA paused withdrawals this week. The story starts at a hosting company.

GMO says malware hit its Desktop Cloud; users then reported unauthorized trading-account activity.

Up to 26,739 servers possibly exposed
Withdrawals resume Oct 23 after checks

https://t.co/IlUcLiwqk1

[FinanceFeeds @FXFinanceFeeds]

$SOL switched on Alpenglow with a 150ms finality target. Day one read 202ms.

35% over target, and still ~98% faster than before.

Old finality: 12.8 seconds
Activated: epoch 1064
Genesis votes: 446 of 654 validators

One reading isn't an average.

https://t.co/NhlLrNF4Rj

[FinanceFeeds @FXFinanceFeeds]

$PLTR has clawed back the entire 16 October drop in three sessions.

Today's premarket dip isn't a Palantir story. It's Tesla, IBM and Lam Research.

Close $201.72, +4.74%
Citi target $250, Barclays $265
Record $212.94, 7% above premarket

Q3: 2 Nov.

https://t.co/AGo9My16ii

[FinanceFeeds @FXFinanceFeeds]

$TSLA beat on EPS, $0.48 vs $0.45, and still gapped down 3.6% pre-market.

The headline number is the problem.

1.74M active FSD subs, up 67%
~260K net adds, a record
No split of how many pay monthly

The beat is real. The count is the question.

https://t.co/3ATBsN89Rb

[FinanceFeeds @FXFinanceFeeds]

Broker risk systems watch traders. @intiviontech's new BIS watches the broker's own staff too.

The leak starts inside the CRM.

Flags bulk depositor exports
Flags agent logins from odd places
Catches latency arbitrage

The insider is a risk line.

https://t.co/uZpon3zPL6

[FinanceFeeds @FXFinanceFeeds]

Premium fintech tiers charge for a service and deliver a catalogue.

@Dlaush's https://t.co/i5AvTwh57p says demand is logistics, not luxury:
7,900+ requests a month
61% transport + travel
98% answered in 2 min

The metal card isn't the product.

https://t.co/mq3Z49ohUh

[FinanceFeeds @FXFinanceFeeds]

$SNDK bounced 5.09% to $1,365.38, and its bull case still got cheaper.

Bull $2,532.60 -> $2,481.99
Bear $662.86 -> $681.22
Base $1,142.59, below the close

The $93.9B NAND contract floor is a revenue floor, not a floor under the share price.

https://t.co/SnbEFZju7x

[FinanceFeeds @FXFinanceFeeds]

One power event in one $GOOGL London zone took banking apps down for hours, a week before Alphabet reports Q3.

Cloud Q2: $24.8B, up 82%
Operating income $8.8B
SLA credits: capped, not cash

The real cost is not credits. It is the reliability pitch.

https://t.co/IwxZf4wgTx

[FinanceFeeds @FXFinanceFeeds]

HSBC is reviewing whether $PLTR belongs in a $9B Islamic fund.

The forced sale would be noise:
$38M stake
$463B market cap
165x trailing earnings

The signal is the pattern: a second exclusion story this month, with Q3 due Nov 2.

https://t.co/48Zmek7QOb

[FinanceFeeds @FXFinanceFeeds]

$MU is 15.9% under its Sept 30 close, yet nothing in the record quarter has been restated.

Close $896.07
Q1 guide $61.5B, unamended
20-day avg $1,016

The tape moved, the guide didn't.

Bull $1,464.63 / bear $585.63 into year-end.

https://t.co/jpDFDW4ipA