Core Viewpoint - The AI application concept stocks experienced a significant surge, particularly Twilio, which saw a rise of over 15% following its earnings report, indicating strong market interest and positive investor sentiment in the sector [1] Company Summaries - **Twilio (TWLO.US)**: Reported Q3 revenue of $1.3 billion, a year-over-year increase of 15%. Non-GAAP operating income reached $235 million, up 29% year-over-year, both exceeding analyst expectations. The company raised its full-year revenue growth forecast to 12.5% and increased its free cash flow guidance to between $920 million and $930 million [1] - **Reddit (RDDT.US)**: Announced Q3 revenue of $585 million, a substantial year-over-year growth of 68%, surpassing analyst expectations. Reddit also raised its Q4 revenue guidance to between $655 million and $665 million, which is above analyst forecasts [1] - **Cloudflare (NET.US)**: Experienced a stock increase of over 11%, reflecting positive market sentiment towards its performance [1] - **Palantir (PLTR.US)**: Saw a nearly 4% increase in stock price, reaching a new high, indicating strong investor confidence [1] - **Applovin (APP.US)**: Recorded a stock rise of over 3%, contributing to the overall positive trend in AI application stocks [1]

Reddit - Reddit reported a significant quarterly performance with sales increasing by 68% year-over-year, reaching $585 million [1][2] - Adjusted profit per share was $0.80, surpassing the expected $0.51, compared to a profit of $29.9 million a year ago, totaling over $162 million [2] - Advertising sales surged by 74%, with broad-based demand across nine out of fifteen industry categories, including retail, finance, and pharmaceuticals [3] Revenue Guidance - For Q4, Reddit is guiding revenue between $655 million and $665 million, indicating strong confidence in continued double-digit growth [3][4] User Engagement - Daily active users increased by 19% year-over-year, aided by a partnership with Alphabet (Google) that enhances visibility in search results [4] Western Digital - Western Digital also reported strong earnings, with adjusted EPS of $1.78, beating the expected $1.59, and revenue of $2.82 billion, exceeding the forecast of $2.72 billion [6] - Growth is driven by demand in AI and cloud services, with strong commitments from top customers extending orders through at least mid-2026 [7] Coinbase - Coinbase had a positive quarter with adjusted EPS of $1.44 and revenue of $1.87 billion, both exceeding expectations [8][9] - Transaction revenue surged by 37% from the previous quarter, indicating a revival in trading activity among both retail and institutional investors [9][10]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

The Reddit stock price popped by over 10% in the extended hours after the company published strong financial results and boosted its forward estimates. It jumped to a high of $2[4, up by 175% from its... ...

Market Overview - Major U.S. index futures are showing positive movement, with Dow futures up 0.11%, S&P 500 futures up 0.72%, and Nasdaq futures up 1.25% [1] - Chinese concept stocks are experiencing a decline in pre-market trading, with Alibaba down 1.98%, Pinduoduo down 1.12%, JD.com down 1.23%, Ctrip down 0.67%, and Baidu down 0.67% [1] Company Developments - NVIDIA has reached an agreement with major South Korean companies, including Samsung Electronics and SK Group, to supply over 260,000 accelerated chips to support AI projects in Korea. NVIDIA shares rose by 1.8% following the announcement [1] - OpenAI, Oracle, and Related Digital announced plans to build a data center in Saline, Michigan, as part of the "Star Gate" project, which is expected to have a total capacity exceeding 8 gigawatts and an investment of over $450 billion over the next three years. Oracle shares increased by over 2% [1] - Pony.ai shares rose over 5% after the company received the first city-wide commercial autonomous driving ride-hailing operation license in Shenzhen [2] - Reddit's stock surged over 11% after reporting Q3 earnings that exceeded expectations, with revenue growing 68% year-over-year to $585 million and net profit increasing by 23% to $163 million. The company also raised its Q4 revenue forecast to between $655 million and $665 million, surpassing Wall Street's expectations [2] - SpaceX is expected to win a $2 billion satellite contract from the Pentagon, with plans to play a significant role in two additional Pentagon satellite networks [3] - Li Auto announced a recall of 11,411 units of its 2024 MEGA model due to regulatory requirements, leading to a 1.8% drop in its stock price [3] Fund Flows - Bank of America reported that gold funds experienced a record outflow of $7.5 billion in the week following a previous record inflow, marking the largest weekly outflow in history [2]

| RDDT Reddit | | | | --- | --- | --- | | 194.420 ↓ -16.350 -7.76% | | 收盘价 10/30 15:59 美东 | | 219.530 ↑ 25.110 +12.92% | | 盘前价 10/31 04:29 美东 | | 一 7 24 4 (8 8 日 (0 日 (2 日 (2) 2 | | ● 快捷交易 | | 最高价 209.470 | 开盘价 209.410 | 成交量 1295.33万 | | 最低价 193.810 昨收价 210.770 | | 成交额 25.93亿 | | 平均价 200.208 | | 市盈率TTM 104.19 总市值 363.87亿 (1) | | 市盈率(静) 亏损 振 幅 7.43% | | 总股本 1.87亿 | | 换手率 10.44% 市净率 13.937 | | 流通值 241.28亿 | | 52周最高 282.950 委 比 -13.04% | | 流通股 1.24亿 | | 52周最低 79.750 量 比 2.47 | | 每 手 1股 | | 历史最高 282.950 股息TTM - ...

Core Insights - Reddit Inc. is a prominent social media platform known for its user-generated content and community-driven discussions, distinguishing itself from competitors like Facebook and Twitter through its unique approach [1] Financial Performance - For the quarter ending October 30, 2025, Reddit reported an earnings per share (EPS) of $0.80, which was below the estimated EPS of $1.04 but showed a significant improvement from $0.16 per share reported in the same quarter last year [2][6] - Reddit's revenue for the quarter reached $585 million, surpassing the estimated $546.7 million, representing a 6.31% increase over the Zacks Consensus Estimate and a substantial rise from $348.35 million reported a year ago [3][6] Valuation Metrics - The company has a high valuation with a price-to-earnings (P/E) ratio of approximately 168.12 and a price-to-sales ratio of about 21.81, indicating that investors are willing to pay a premium for Reddit's growth potential [4][6] - The enterprise value to sales ratio stands at 21.39, reflecting the company's valuation including debt and excluding cash [4] Financial Health - Reddit's financial health is supported by a low debt-to-equity ratio of 0.01, indicating minimal reliance on debt financing, and a current ratio of 12.00, highlighting strong liquidity to cover short-term liabilities [5]

Core Viewpoint - Reddit's third-quarter performance exceeded market expectations, showcasing significant growth in revenue and user engagement [1] Financial Performance - Reddit reported a 68% year-over-year revenue increase to $585 million, surpassing market expectations of $550 million [1] - Earnings per share (EPS) reached $0.80, compared to $0.16 in the same period last year, also exceeding the expected $0.52 [1] - The average daily active user count grew by 19% year-over-year to 116 million, exceeding the anticipated 114 million [1] Future Outlook - For the fourth quarter, Reddit expects revenue to be between $655 million and $665 million, above the forecast of $638 million [1] - The company anticipates adjusted EBITDA to range from $275 million to $285 million [1]

Core Insights - Reddit has reported a strong financial performance with a 68% revenue growth and a 74% year-over-year increase in advertising revenue, indicating robust business execution and market demand [1][3][2] - The company maintains high gross margins of 91% and adjusted EBITDA margins of 40%, positioning itself as a highly efficient and profitable tech business [6][3] - There is significant potential for growth in both user base and advertising revenue, particularly in international markets where current traffic is 45% from the US and 55% from outside the US [23][16] Financial Performance - Reddit's revenue growth for the last quarter was reported at 68%, with advertising revenue increasing by 74% year-over-year [1][3] - The company has achieved gross margins of 91% and adjusted EBITDA margins of 40%, which are significantly higher than competitors in the publishing space [6][3] Advertising Strategy - Reddit's advertising model is described as a bargain for advertisers due to its targeted approach, which ensures that ads reach relevant audiences [4][2] - The company aims to grow its advertising inventory primarily by increasing user engagement rather than simply increasing ad load [13][14] Market Position and Growth Potential - Reddit is recognized as one of the most visited sites in the US, with 190 million Americans visiting weekly, indicating a strong user base [14] - The company sees substantial opportunities for growth in international markets, aiming to increase its global presence over the next decade [23][16] Community Engagement - Reddit's platform is characterized by its diverse communities, which provide users with support and connection across various life experiences, enhancing user engagement [21][20] - The company is focused on maintaining a balance between ad placements and user experience to avoid overwhelming users with advertisements [13][24]

Group 1 - Company has expressed concerns about data being used without permission by other firms, specifically mentioning anthropic and perplexity [1][2] - The company acknowledges the ongoing legal issues but emphasizes the importance of protecting its data for business and users [2][3] - There is a positive outlook on collaborations with major players like Google and OpenAI, highlighting the mutual benefits of utilizing Reddit's data [3]