Wednesday, November 04, 2026 10:48 AM EST
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StreetInsider.com Top Tickers, 11/4/2026
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Wall Street rallies after Democrats win Congress; data center stocks slide
By Shashwat Chauhan and Utkarsh Hathi Nov 4 (Reuters) - US stocks rose on Wednesday as investors bet a divided Washington after the Democrats' midterm sweep could limit sharp policy shifts, though data center stocks... More
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- McDonald's posts better-than-expected third-quarter comparable sales
- UBS starts bullish coverage on Ferrari Group on luxury logistics growth
- Citi cuts Adobe rating on ’rising risk of a hard reset’
- Datadog stock tumbles 19% despite earnings beat
- AI data center stocks drop as Democrats sweep U.S. midterms
- Uber Q3 profit, revenue beat estimates as gross bookings jump 20%
- Apple shares slip amid guidance for tightening margins, slowing services growth
- Rising shorts cool U.S. large-cap positioning, cutting liquidation risk: Citi
- Apple's 'unprecedented' memory warning adds fuel to wobbly Micron, SK hynix trade
- Palantir raises 2026 revenue outlook after quarterly revenue nearly doubles on AI
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What the Democratic sweep in the midterms means for markets
Investing.com -- Democrats won control of both chambers of Congress in Tuesdays midterm elections, and analysts said the result could add policy risk for AI and data centers, though gridlock should limit major... More
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SpaceX, Tesla slide as election risks mount, Morgan Stanley turns bullish
Investing.com -- Shares of SpaceX and Tesla fell Wednesday as Democrats strong showing in the US midterm elections raised fresh questions about Elon Musks political influence and the regulatory... More
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CVS Health plans to split into two public companies by 2028
CVS Health (NYSE: CVS) announced plans to separate into two independent, publicly traded companies, following a comprehensive strategic review by its board of directors. The separation is... More
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AI sector outlook darkens as Democrat wins threaten $900B capex cycle
Investing.com - $5 trillion in market value has been erased from 47 AI and chip stocks since October 6, and Wednesday's premarket session suggests the Democratic midterm sweep is set to extend the damage before the... More
Wednesday, November 04, 2026 10:48 AM EST
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Latest StreetInsider Headlines
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- 10:44 AM Mike Johnson will not lead House Republicans next year
- 10:44 AM Acceleronix, IDEMIA Secure Transactions and Orange Announce Flexible, Single-SKU Manufacturing with Quantum-Safe IFPP
- 10:43 AM PowerDMARC is Now Available on Microsoft Marketplace
- 10:43 AM CHICKEN SALAD CHICK CONTINUES MINNESOTA GROWTH MOMENTUM, OPENING SECOND RESTAURANT IN STATE
- 10:42 AM Atlassian (TEAM) call put ratio 1.5 calls to 1 put into quarter results
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13Fs
- Berkshire Hathaway shows new stake in New York Times, cuts Apple and Amazon
- Berkshire Hathaway cuts stake in Amazon (AMZN), reports stake in New York Times (NYT)
- Michael Burry's Scion Asset Management Updates 13F
ACCESS Newswire
- Sofidel Integrated Report: Our Value Chain
- ELEKTROS Brings Lithium Opportunity and Patented EV Charging Technology Into Focus for Investors
- The Ray to Host a Webinar on Digital Inspection and OEM Data Alignment
Analyst Comments
- Rosenblatt: 'Blue Wave Unlikely to Disrupt CoreWeave's Near and Medium Term Build Out'
- Datadog (DDOG) PT Lowered to $260 at BTIG
- Stifel on NewAmsterdam Pharma Co NV (NAMS): 'continue to think the setup here is very compelling and significantly upside-biased'
Analyst PT Change
- Datadog (DDOG) PT Lowered to $260 at BTIG
- TETRA Technologies Inc. (TTI) PT Lowered to $11 at Stifel
- Sprout Social Inc. (SPT) PT Raised to $15 at Stifel
Board Changes
- DarioHealth names John Palumbo as board chairman
- Kraft Heinz adds two independent directors with retail and finance backgrounds
- Arc Mineral Royalties makes board changes, adds new director
Business Wire
- Aprimo Recognized as a Leader for the Third Consecutive Year in the 2026 Gartner® Magic Quadrant™ for Marketing Work Management Platforms
- Acceleronix, IDEMIA Secure Transactions and Orange Announce Flexible, Single-SKU Manufacturing with Quantum-Safe IFPP
- Plexus Worldwide® Celebrates More Than 50 Million Meals* Provided Through Nourish One®
Commodities
- Crude Inventory -865K Barrels vs -378K Expected
- Has the global oil market returned to surplus? JPMorgan thinks so
- Oil drops 7% as Iran signals openness to peace talks
Corporate News
- Forrester launches AI app for Slack at annual forum
- Dick's Sporting Goods signs Caitlin Clark as first brand partner
- EHang unveils EH216-EK firefighting eVTOL with 160kg payload
Cryptocurrency
- TD Cowen Crypto Monday: 'Why The Binance Theft Isn't A Bigger Political Problem?'
- Trump: Looking At Whether Binance Hack Is By North Korea - Bloomberg
- Binance: Already Reserved Over $6.34B Of Company Funds To Cover
Dividends
- Karat Packaging (KRT) Declares $0.47 Quarterly Dividend; 3.6% Yield
- UnitedHealth Group (UNH) Declares $2.32 Quarterly Dividend; 2.3% Yield
- Peabody Energy (BTU) Declares $0.075 Quarterly Dividend; 1.5% Yield
Downgrades
- KeyBanc Downgrades Vistra Energy (VST) to Sector Weight
- JPMorgan Downgrades Fidelity National Information Services (FIS) to Neutral
- Citi Downgrades Camping World Holdings (CWH) to Neutral
Earnings
- CPS Technologies (CPSH) Reports In-Line Q3 EPS
- Southwest Gas (SWX) Tops Q3 EPS by 2c; Offers Guidance
- SmartRent (SMRT) Reports In-Line Q3 EPS
Economic Data
- Crude Inventory -865K Barrels vs -378K Expected
- U.S. services sector activity slows slightly amid elevated fuel, memory costs
- ISM Services (Oct) 54.5 vs 54.8 Expected
Equity Offerings
- Cardiol Therapeutics launches $75M at-the-market offering via Jefferies
- Terrestrial Energy (IMSR) files $500M mixed shelf
- MediWound launches $15 million share offering at $12.50 per share
FDA
- Corvus soquelitinib shows early results in rare ALPS disease trial
- City Therapeutics to present Phase 1 CITY-FXI data at ASH 2026
- SELLAS to present Phase 2 SLS009 data at ASH meeting in December
Fed
- Why Goldman Sachs expects Fed to skip October rate hike
- Analysts expect BoE hike as UK September inflation rises on fuel prices
- Federal Reserve seen skipping Oct rate hike but hiking in Dec - Reuters poll
Globe Newswire
- Apiiro Named a Leader in Independent Evaluation of Agentic Development Security Tools
- Kvika banki hf.: Financial Results for Q3 2026
- NuGen Tax Equity Solutions Closes First Tax Equity Deal for MidCoast Solar’s Maine Community Solar Portfolio
Guidance
- Southwest Gas (SWX) Tops Q3 EPS by 2c; Offers Guidance
- Grainger (GWW) Tops Q3 EPS by 87c ; Offers Guidance
- Avnet (AVT) Tops Q1 EPS by 97c ; Offers Guidance
Hedge Funds
- Millennium pulls over $1.5 billion from two external hedge funds, Bloomberg says
- Starteepo calls on Xerox board to explore strategic alternatives
- Starboard urges Knife River to close margin gap with peers
Insiders' Blog
- 7 Things to Know About Allbirds' (BIRD) Upcoming $2 Billion IPO
- HireRight (HRT) IPO: 9 Things to Know About the Upcoming Offering
- Udemy (UDMY) IPO: 7 Things to Know About Upcoming $4 Billion IPO
IPOs
- Tracx Logis (TRCX) files for 1M share IPO at $18-$22/sh
- Anthropic touts Claude’s chip design skills to investors ahead of IPO, report says
- Crescent Energy files for IPO of royalty subsidiary
Market Check
- US stock futures rise as investors assess Democrats' midterm sweep
- Nasdaq ends higher as AI heavyweights rebound ahead of midterm results
- S&P 500 ends down; Apple dips ahead of quarterly report
Mergers and Acquisitions
- OpenAI to acquire Pierre Computer Company and its developer tools
- Agilent acquires Proscia for $240M in digital pathology deal
- Penguin Solutions agrees to sell Cree LED unit to Transom Capital
New Coverage
- H.C. Wainwright Assumes MiNK Therapeutics (INKT) at Buy
- UBS Starts Orbbec Inc (688322:CH) at Buy
- H.C. Wainwright Starts Insmed (INSM) at Buy
Newsfile
- PowerDMARC is Now Available on Microsoft Marketplace
- TMX VettaFi Investing Summit in Tel Aviv Opens the Market
- Skycap Announces Shareholder Approval of STRYK Business Combination, Results of Special Meeting and Proposed Debt Settlements
Press Releases
- Ember Stays Earns Another #1 Ranking for Vacation Rental Management in St. George
- Aprimo Recognized as a Leader for the Third Consecutive Year in the 2026 Gartner® Magic Quadrant™ for Marketing Work Management Platforms
- Apiiro Named a Leader in Independent Evaluation of Agentic Development Security Tools
Private Company News
- Apollo To Buy Nearly 10% Stake In Mubadala Capital - CNBC
- Kalshi In Advanced Discussions With Existing And New Investors Including Tiger Global And Dragoneer To Raise $1 Billion In Fresh Funding, Sources Say - Reuters
- Blue Origin Raises $10B At $140B Valuation - WSJ
PRNewswire
- Ember Stays Earns Another #1 Ranking for Vacation Rental Management in St. George
- CHICKEN SALAD CHICK CONTINUES MINNESOTA GROWTH MOMENTUM, OPENING SECOND RESTAURANT IN STATE
- UNITED DIESEL SECURES TWO AWARDS FOR RENAULT TRUCKS AND LOVOL AT CONSTRUCTION INNOVATION AWARDS 2026
Reuters
- US House Speaker Johnson will not seek minority leadership post
- Why Europe's supermarket fridges were easy targets
- Mother of Ghanaian teen killed in New York heads to US funeral after Trump grants visa
