What retail traded into a green close:
1. $BRZE finished +51.7%.
2. $SLS was next at +14.2%.
3. $HAS finished +11.2%.
Breadth: 105 green, 14 red, 3 unchanged.
$EGHT $CXM $RSKD
$MARA added 3.4% today 🔥
52-week range: $6.66 to $22.09. It trades 14.5% above the low.
Same session: $CLSK +1.2%, $RIOT +0.3%, $BTDR +3.6%. $SPY +0.4%.
Next earnings: Tue Nov 3.
IREN, Riot Platforms, MARA Holdings, and other Bitcoin miners are facing more challenges.
Beating $SPY over the last 3 months
• $KVYO +19.9%
• $CLF +19.6%
• $BBD +8.3%
• $RIG +5.9%
• $NU +4.2%
Against the same $SPY baseline, $KVYO is first at +19.9% and $CLF second at +19.6%.
$BRZE $EGHT $CXM
What could break it (per the 10-K): The company relies on sole and limited source suppliers and international suppliers for raw materials, components, subassemblies, and software.
$MKSI is not slowing down. 👀
Posted $1.25B revenue in the Jun '26 quarter, its highest in 69 quarters, with growth accelerating to +28.3% year over year.
$ONTO $ACLS $VECO
Who's buying (per the 10-K): Top ten customers accounted for 35% of net revenues in 2025. International net revenues represented approximately 81% of total net revenues in 2025, with significant portions from China, South Korea, Singapore, Taiwan and Japan.