AI硬件需求推動每股盈利增長109%。2027年每股盈利目標升至21.50美元。

Revenue beat both market expectations and optimistic forecasts. The result eased concerns about slowing demand.

SpaceX 獲上調至「買入」評級。Flight 14 成功為此次上調的催化因素之一。Starship 年度發射申請亦達 456 次。

Gross margin guidance rose to 12%-12.5%, implying gross profit of about $2.33 billion. That compares with $1.59 billion previously.

淨存款額達 217 億美元，創新高。每用戶平均收入（ARPU）按年增長 24%。13 條業務線的年收入均超過 1 億美元。

The Q3 earnings report showed margin expansion. Rising loan yields were a positive.

CoreWeave remains a Strong Buy despite a reduced 2027 price target to $179, reflecting higher unsecured debt costs.

這筆派息的資金來自出售鎧俠（Kioxia）持股所得的收益。相關款項約相當於預估收益的 80%。

Netflix 將廣告收入預期下調至27億美元。該公司仍錄得11.8%的營收增長。公司並取得22.3億美元的回購授權。