What moved the market this morning and which stocks stood out on momentum and news, from moneyheap's research agent. Prices are an intraday snapshot from 4:00 PM ET, not the close.
The largest moves among big US companies as of 4:00 PM ET, and what moved them. A move is not a recommendation, and it can reverse.
The stocks in the news and most talked about, updated 4:54 PM ET, each with a fresh analysis.
- Micron Technology (MU) −6.96%
Micron is in a sharp pullback despite very strong fundamentals. Fiscal Q4 2026 revenue was $54.23B, up 379% year over year and above the $51.51B estimate, and EPS was $33.42 against $31.82 expected. The adjusted gross margin was 87%…
- Sterling Infrastructure (STRL) −21.48%
Sterling reported a very strong Q3. Revenue rose 127% to $1.56B, adjusted EPS was $7.58 against a $6.20 estimate, and scoped backlog reached about $8B. Management raised 2026 revenue guidance to $4.63B-$4.73B. The stock has still fallen…
- QUALCOMM (QCOM) +5.61%
Qualcomm fell from about $185 on Oct 29 to about $164 after a sharp drop on Oct 30. That day's volume of about 317K was more than double the recent average. Shares have since stayed in the $160-$165 range. On Nov 4 the stock rose on a…
- Arm Holdings (ARM) −5.14%
Arm reported fiscal Q2 2027 results that beat on both lines: EPS of 52c against 47c, and revenue of $1.44B against $1.38B. Data center royalties more than doubled and licensing revenue was strong. Shares still fell after hours, by roughly…
- Netflix (NFLX) +4.76%
Netflix has fallen from about $72.6 on Oct 15 to about $63.4. Most of the drop came after the Q3 report on Oct 20. EPS of $0.87 beat the $0.82 consensus and revenue was $12.87B, up 11.9%. But the company cut its 2026 ad revenue forecast…
- NVIDIA (NVDA) −3.04%
NVDA closed at $206.69 on Nov 3, up 2.29% in a sector rebound. That followed a slide from about $222 on Oct 21 to a $202.06 close on Nov 2, when it dipped below its 200-day average near $204.5. On Nov 4 it failed to hold premarket gains…
- Meta Platforms (Facebook) (META) +1.44%
Meta beat Q3 expectations, with revenue up 26% to $64.6B and Q4 guidance of $73-76B. Even so, the stock fell 7.8% on Oct 22 on a capex range of $135-145B, free cash flow of about -$2.1B and a $9.89B legal charge. Financing news added…
- Alphabet (Google) (GOOGL) +3.24%
Alphabet's Q3 report triggered its worst day on record. GOOGL fell from $324.89 to $283.82 on Oct 29 on volume of about 3.3M, versus roughly 0.5-0.8M on normal days. Revenue rose 25% to $127.6B, but EPS of $2.12 missed the $3.02 estimate…
- Apple Inc. (AAPL) +5.39%
Apple's fiscal Q4 beat (revenue $114.48B, up 11.7%; EPS $2.10 vs $1.99 expected) was overshadowed by a December-quarter gross margin guide of 45%–46%, against 47.9% last quarter and a 46.3% estimate. Other negatives were a China revenue…
- Caterpillar Inc. (CAT) −5.22%
Caterpillar has dropped sharply since its Q3 report on Oct 29. The stock fell about 9% that day, on the largest volume in the 30-day window (276K), after adjusted EPS of $7.20 beat estimates. Revenue of $20.68B narrowly missed, and the…
- CLEAR Secure (YOU) +23.66%
CLEAR reported Q3 2026 results on Nov 4. Revenue rose 27.8% to $292.9M, and bookings rose 24.4% to $323.5M. Adjusted EBITDA was $103.9M, a 35.5% margin, up 490 bps year over year. Non-GAAP EPS of $0.63 was well above consensus of about…
- Alphabet (Google) (GOOG) +3.28%
GOOG fell sharply after Q3 results. It dropped from $321.89 on Oct 28 to $282.32 on Oct 29 on volume of about 1.98M shares, far above the usual 200-400K. Revenue of $127.6B (+25%) narrowly missed. Adjusted EPS of $2.67 missed the $3.02…
- Microsoft (MSFT) +6.77%
Microsoft reported fiscal Q1 2027 results on Oct 28 with revenue of $92.3B (+19%), adjusted EPS of $4.89 against about $4.71 expected, and Azure up 48%. Commercial backlog rose 73% to $677B. The stock still fell after the report, from…
- Fidelity National Information Services, Inc. (FIS) −23.61%
FIS reported Q3 results that were roughly in line with or slightly above estimates. Adjusted EPS was $1.61 and revenue was about $3.5B. Pro forma revenue growth was only 3.7%, and free cash flow rose 8% to $862M. The market reacted to the…
- McDonald's Corporation (MCD) +6.56%
McDonald's reported Q3 adjusted EPS of $3.57 against a $3.38 consensus, helped by cost discipline and an operating margin of 50.2%. Revenue of $7.16B rose only 1.1% and missed estimates. Global comparable sales rose 1.5%, but U.S…
- Advanced Micro Devices (AMD) +0.90%
AMD reported record Q3 results after the close on Nov 3. Revenue was $13.38B, up 45%, and non-GAAP EPS was $2.09. Both beat consensus of about $13.09B and $1.95. Data Center revenue rose 97% to a record $8.55B. Q4 revenue guidance of…
- Datadog (DDOG) −14.33%
Datadog reported Q3 2026 results on Nov 4 that beat on the top and bottom lines. Revenue rose about 35% to $1.20B against $1.14B expected, and adjusted EPS was $0.81 against $0.64. Non-GAAP operating margin was 28%, and $100k+ customers…
- Uber Technologies (UBER) +4.92%
Uber reported Q3 results on Nov 4. Revenue of $14.77B and adjusted EPS of $0.88 were slightly ahead of consensus, Gross Bookings rose 20% to $59.8B, and adjusted EBITDA was $2.96B. The details were mixed. Mobility revenue fell 2% and…
- Supermicro (Super Micro Computer) (SMCI) −6.02%
SMCI closed at $31.39 on Nov 3 after a weak month. The stock had fallen about 27% in a month on AI-spending worries. After the close it reported fiscal Q1 revenue of $19.95B, up 298% year over year. Adjusted EPS was $1.81 against about…
- Arista Networks (ANET) +5.06%
Arista reported a Q3 beat. Revenue was $3.66B (+58.5% year over year) against about $3.33B expected, and adjusted EPS was $1.20 against $1.08. Q4 guidance of $3.9-4.0B in revenue and $1.26-1.30 in EPS is well above consensus. Full-year…
- Trump Media & Technology Group (DJT) −24.71%
DJT is trading near record lows. It closed at $5.95 on Nov 3, after hitting a low of $5.40 on Oct 30, and is down about 41% over the past month and 55-60% year to date. On Nov 4 it fell about 11% to roughly $5.27-$5.30 after Democrats won…
- Duolingo (DUOL) +25.99%
Duolingo reported Q3 after the close on Nov 3. Revenue was $309M, up 13.7% and about $6M above consensus. Daily active users grew 29%, accelerating from 23% in Q2. Management raised its full-year outlook and guided Q4 revenue above Street…
- Navitas Semiconductor (NVTS) +8.61%
Navitas reported Q3 2026 results on Nov 3 after the close. Revenue was $14.0M, up 33% sequentially and 38% year over year, and landed at the high end of guidance. Non-GAAP gross margin reached 40.0%, the third straight quarter of…
- SpaceX (Space Exploration Technologies Corp.) (SPCX) −3.86%
SPCX is volatile and sits near the lower end of its post-IPO range. It closed at $141.31 on Nov 3, after an eight-month low near $134.50 on Oct 30. The Nov 2–3 bounce came from reports of talks to buy Boost Mobile or use its network, and…
- Tesla (TSLA) −3.24%
Tesla rallied from about $355 on Oct 16 to roughly $400 by Nov 3, a gain of about 12%, helped by robotaxi expansion into Fort Worth and strong European registrations. China-made sales rose 10.3% in October. The stock then reversed. It…
- SPDR S&P 500 ETF Trust (SPY) +1.63%
SPY closed Nov 3 at $754.35, a small gain after the Oct 30 volume spike (1.02M shares) and the Nov 2 low of $751.60. The ETF had pulled back from about $773 in late October. Democrats swept Congress in the midterms. S&P 500 futures…
- Amazon.com Inc. (AMZN) +6.14%
Amazon fell sharply after its Oct 29 Q3 report. EPS of $1.89 missed estimates, revenue of $201.94B was marginally light, and Q4 revenue guidance was largely below expectations. Free cash flow was an outflow of $42.4B. Management said it…
- CoreWeave (CRWV) −9.92%
CoreWeave has fallen sharply over the past month, with Morningstar citing a 45% drop. Its price went from about $69.69 on Oct 15 to a low near $49.46 on Nov 2. The main driver is debt anxiety: reports of bond yields near 15%, a roughly…
- Novo Nordisk A/S (NVO) +4.86%
Novo Nordisk reported Q3 results on Nov 4 that beat expectations on an adjusted basis. Adjusted sales rose 4% at CER to DKK 79.2B and adjusted operating profit rose 27% to DKK 31.7B. Management raised 2026 guidance for the third time this…
- CVS Health Corporation (CVS) −12.54%
CVS reported a strong Q3 on Nov 4. Adjusted EPS was $2.09 against about $1.65 expected, and revenue was $108.4B, up 5.4%. Management raised 2026 adjusted EPS guidance to at least $8.20 and operating cash flow guidance to at least $15.5B…
- Rising Dragon Acquisition Corp. (RDAC) −0.09%
RDAC is a small Nasdaq-listed SPAC with no operations. Its shares more than doubled on Nov 3, rising from $5.10 to a $11.30 close on about 182,000 shares, versus a few hundred shares on typical prior days. The trigger was the mutual…
Block's own report did the work. Gross profit rose 22% to $3.24 billion, adjusted operating income nearly doubled to $923 million, and adjusted earnings of $1.13 a share beat the roughly $1.03 expected. Growth sped up in both halves of the company: Cash App gross profit rose 27% and Square's payment volume grew 14%, its fastest pace since early 2023. Block raised its 2026 outlook and, unusually early, guided 2027 adjusted operating income about 30% higher, to roughly $4.58 billion. The market answered decisively: about 18.6 million shares traded, roughly four times a normal day, and the stock closed at a 52-week high. At least seven analysts raised targets, including Bank of America to $117 and Susquehanna to $110. Inside payments the contrast was stark, as rival FIS fell 24% after cutting its outlook. Even after the jump, Block trades at about 17 times next year's expected earnings.
For informational and educational purposes only. Not investment advice. Prices are a snapshot at the close and move quickly; sentiment and confidence scores are model opinions, not guarantees. Do your own research.