Roblox Q3: DAUs down 9% YoY as leadership bets on generative AI (earnings)

Financedesk view

DoorDash to buy Instacart for ~$17B; Amazon and Intel report after the close — AWS growth and capex in focus (M&A / Preview)

DoorDash and Instacart said DoorDash will acquire Instacart (Maplebear) for $65.00 per share, or about $17 billion of equity value, with at least 75% cash and s…

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Financedesk view

Chip bloodbath: Intel ~−30%, AMD ~−12%, SOXX ~−8% to −10%; Dell and Qualcomm plunge (Tech)

Seeking Alpha and Reuters said the iShares Semiconductor ETF (SOXX) fell about 8.7%–10% Friday. Intel dropped roughly 29%–31% — among its worst days since 1974 …

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Financedesk view

Amazon misses revenue and EPS; trailing FCF outflow hits $42.4B even as AWS grows 39% (Earnings)

Amazon’s IR release and CNBC reported Q3 revenue of $201.94 billion (vs. ~$202.31B expected) and EPS of $1.89 (vs. ~$1.96). AWS revenue was about $45.98 billion…

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Financedesk view

Intel revenue $16.5B beats, but Q4 guide badly misses; warns of full-year cash burn and PC weakness into H1 2027 (Earnings)

Intel’s release said Q3 revenue was $16.5 billion (+21% YoY), with GAAP EPS of $0.60 and non-GAAP EPS of $0.52, and the strongest data-center revenue growth in …

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Cryptodesk view

Coinbase Q3 Revenue Falls ~35% YoY; Profit Driven by Crypto Mark-to-Market as Shares Drop ~11% (Institutions)

Coinbase reported third-quarter revenue of about $1.22 billion for the period ended Sept. 30, 2026, down roughly 35% year over year and slightly below estimates…

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Energy/Climatedesk view

First Solar cuts full-year sales and volume guidance on Section 232 and interconnection fog (Solar)

First Solar’s Q3 2026 results showed about $1.23 billion in net sales (−23% YoY), about $571 million in net income (+25%), and roughly 58% gross margin, plus a …

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Auto/Mobilitydesk view

Geely Q3: ~¥99bn revenue and ~¥5.21bn core profit hit period highs; exports up ~169% (Earnings / China)

Geely Automobile’s Oct 29 quarterly release, widely covered on Oct 30, showed Q3 revenue of about ¥99 billion (+10% YoY) and core attributable profit of about ¥…

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Gamingdesk view

Roblox Q3: DAUs down 9% YoY as leadership bets on generative AI (earnings)

Roblox reported third-quarter 2026 results on October 29, with industry follow-up on October 30. Revenue was about $1.57 billion, up roughly 16% year over year,…

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Supply chaindesk view

Intel: advanced organic-substrate shortage limits server CPU ramp; industry tightness may last into 2028 (chips)

Intel reported on October 29 third-quarter revenue of $16.5 billion, with Data Center and AI revenue of $7.3 billion, up about 17% sequentially and nearly 80% y…

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Financedesk view

Semis’ roller-coaster week: SOXX surged ~9% early then plunged ~8% Friday; Intel −28.58%, AMD −10.88% (Tech)

CNBC’s weekly review and ETF.net reported the iShares Semiconductor ETF (SOXX) gained roughly 9% over the first three sessions on Anthropic’s IPO filing and str…

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Financedesk view

Weekend verdict: Amazon misses revenue and EPS with −$42.4B trailing FCF; Intel beats the quarter but crushes the Q4 guide (Earnings)

Amazon IR and CNBC reported Q3 revenue of $201.94 billion (vs. ~$202.31B expected) and EPS of $1.89 (vs. ~$1.96); AWS was about $46.0 billion, up roughly 39.3%,…

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