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Rubrik is outrunning its own price targets

Wedbush just moved the goalposts to $150. The stock sits above the Street's average target, up roughly 210% from its January low — and the valuation debate is the whole story now.

SoFi reports Tuesday with a 10% move priced in

Forty-percent revenue growth, a stock down sharply anyway, and a management team that keeps refusing to raise the profit guide. Tomorrow is the show-me quarter.

A $17 billion grocery bet just cost DoorDash 6%

Bloomberg and the WSJ say DoorDash is close to buying Instacart. The market's first reaction: dilution, antitrust, and integration risk — all before a term sheet.

XP lost nearly half its value in a day. Brazil's runoff is why.

Lula's win over Flávio Bolsonaro unwound three weeks of election-trade gains in one session — a four-year high to a 52-week low in eleven trading days.

Instacart is up 18% in two sessions on a deal nobody has confirmed

The WSJ says DoorDash is in advanced talks to buy the company, possibly this week. Uber has reportedly walked. Everything is anonymous sourcing.

PayPal reports Tuesday at ten times earnings

A 4% pre-earnings slide, a dead $60.50 takeover approach, and a stock trading at a steep discount to its own history. The Q3 print is the next test.

Nokia fell 15% on a beat. Monday, the dip buyers showed up.

The Q3 numbers were fine — the AI-infrastructure unwind wasn't. A 5.7% bounce, analyst defenses, and a Q4 guide that asks for 20–24% sequential growth.

Celestica just guided 2027 revenue to $40 billion

An 83% growth quarter, a raised 2026 outlook, and a first look at 2027 that calls for revenue to nearly double. The stock jumped 12%.

Rocket Lab heads into earnings with a $2.4B backlog and a late rocket

Friday's Electron launch was the 19th success of the year. Neutron slipped to 2027. November 9 decides which one the market cares about.

Whirlpool just guided to a full-year loss

A $1.22 earnings miss, a second guidance cut of the year, and a new 52-week low — five months after the dividend went away.