Group 1 - U.S. stock futures showed mixed results, with Dow futures up approximately 0.1% [1] - Ardent Health, Inc. reported a quarterly loss of 17 cents per share, missing the analyst consensus estimate of 41 cents per share [2] - Ardent Health's quarterly sales reached $1.577 billion, surpassing the analyst consensus estimate of $1.547 billion [2] Group 2 - Ardent Health shares fell 30.5% to $9.80 in pre-market trading following the earnings report [2] - WEBTOON Entertainment Inc. shares decreased by 24.4% to $12.70 after mixed third-quarter results and lower fourth-quarter sales guidance [4] - KinderCare Learning Companies, Inc. saw a decline of 19.3% to $4.03 after reporting disappointing third-quarter sales and cutting FY25 guidance [4] - Ibotta Inc. shares dipped 17.5% to $27.00 following third-quarter results [4] - Bitdeer Technologies Group's shares fell 15.2% to $11.82 after announcing a $400 million private placement [4] - Absci Corp shares decreased by 14.1% to $2.92 after mixed quarterly results [4] - Dlocal Ltd shares fell 11.2% to $13.20 following quarterly results [4] - eGain Corp shares declined 9.9% to $13.61 after quarterly results [4] - Alvotech SA shares dropped 8.5% to $5.12 following weak quarterly sales [4] - Kodiak AI Inc. shares fell 7.8% to $7.37 after reporting a quarterly loss [4] - SanDisk Corp shares declined 4.3% to $270.80 after a previous gain of over 4% [4]

Group 1: Cryptocurrency Market Performance - Bitcoin (BTC) experienced a significant drop, falling back below $102,000 after briefly exceeding $105,000, marking a 3% decline as U.S. markets opened [1] - Ether (ETH) also saw a decline of nearly 5%, dropping below $3,400, while other major altcoins like Solana (SOL) and XRP faced similar downturns [1] - The overall weak performance of cryptocurrencies during U.S. trading hours has been a consistent trend, with the Coinbase Premium indicating a lack of U.S. investor demand since late October [3][4] Group 2: Impact on Crypto-Related Stocks - U.S. stocks related to cryptocurrency are experiencing declines, with Circle (CRCL) dropping 9.5% following its third-quarter earnings report [2] - Crypto mining companies such as Bitfarms (BITF), Bitdeer (BTDR), Cipher Mining (CIFR), Hive Digital (HIVE), Hut 8 (HUT), and IREN have seen their stock prices fall between 5% and 10% [2] Group 3: Federal Reserve Sentiment and Market Uncertainty - There is growing uncertainty regarding the Federal Reserve's next moves, with a divide among policymakers about whether to prioritize concerns over persistent inflation or a softening labor market [5][6] - The recent government shutdown has complicated the situation by delaying key employment and inflation data, making a December rate cut uncertain [7] - Since the Fed's October meeting, U.S.-listed spot bitcoin ETFs have experienced over $1.8 billion in net outflows, reflecting the market's uncertainty and lack of positive catalysts [8]

Core Insights - A fire at Bitdeer's Massillon, Ohio site affected two buildings, but no injuries were reported and the cause is under investigation [1][2][3] - The facility was under construction, with no mining equipment installed, and the fire is not expected to impact the company's operational hashrate [2] - Bitdeer reported a net loss of $266.7 million in Q3, leading to a significant drop in share price, which fell over 31% in the last five trading days [4] - The company is expanding its operations beyond mining to capitalize on the demand for computing power driven by generative artificial intelligence [5]

Group 1 - TeraWulf reported a significant revenue increase of 87% to $50.6 million, driven by higher average bitcoin prices and expanded mining capacity [2] - Despite the revenue growth, TeraWulf posted a loss of $1.13 per share, which was worse than analysts' expectations of a loss of 4 cents per share [2] - The overall bitcoin market is experiencing a downturn, with bitcoin prices hitting a five-month low, negatively impacting miner stocks and ETFs [3] Group 2 - Cybersecurity leader Palo Alto Networks is recognized among the best growth stocks, indicating strong performance in the cybersecurity sector [5] - The bitcoin mining industry is seeing a shift towards AI integration, with companies like Bitdeer benefiting from this trend [5] - Iren has successfully closed a $1 billion offering, targeting expansion despite the current bitcoin sell-off [5]

Core Viewpoint - Bitdeer Technology Group reported a significant net loss of $266.7 million in Q3, which is an increase of approximately 422% year-over-year, and the earnings per share were $1.28, falling short of market expectations [1] Financial Performance - The company's revenue for the quarter reached $169.7 million, representing a substantial increase of nearly three times compared to approximately $62 million from the previous year [1] - Despite the revenue growth, the stock price of BTDR fell by about 20% on Monday, reversing gains made in recent months [1] Strategic Direction - The company indicated plans to continue increasing investments in high-performance computing and AI [1]

Market Overview - The US Senate made significant progress on funding issues, leading to a collective rise in major US stock indices on Monday, with the Dow Jones up 0.81%, S&P 500 up 1.54%, and Nasdaq Composite up 2.27% [1] - Market risk appetite has rebounded, with heavyweight AI stocks like Nvidia and Palantir leading the gains [1] Technology Sector Performance - Major tech stocks saw widespread gains, with Nvidia rising 5.79%, adding $265 billion (approximately 1.89 trillion RMB) to its market capitalization [3] - Other notable performers included AMD up over 4%, Google and Tesla up over 3%, and Microsoft, Amazon, and Netflix up over 1% [3] Earnings Reports - CoreWeave reported Q3 revenue of $1.36 billion, exceeding analyst expectations of $1.29 billion, with a net loss of $110.1 million, better than the anticipated loss of $299.6 million [5] - Occidental Petroleum's Q3 revenue was $6.717 billion, slightly above the market expectation of $6.679 billion [5] Chinese Stocks Performance - The Nasdaq Golden Dragon China Index rose 2.25%, with notable gains in Chinese stocks such as Xpeng Motors up over 16% and Baidu up over 5% [5] Federal Reserve Insights - Several Federal Reserve officials expressed concerns about the potential economic impact of maintaining high interest rates for too long, indicating a cooling labor market [9] - Morgan Stanley and other Wall Street firms maintain a bullish outlook on US stocks, citing strong corporate earnings growth as a driving factor for further market increases in 2026 [9] AI Sector Outlook - Analysts indicate that the "AI fundamental narrative" supporting the bull market remains intact, suggesting significant buying opportunities during market pullbacks [11] - UBS forecasts that the S&P 500 could reach a record 7,500 points by the end of 2026, reflecting an over 11% increase from current levels, driven largely by technology companies [10]

INTERNATIONAL BUSINESS SETTLEMENT HOLDINGS LIMITED 國際商業結算控股有限公 司 （於百慕達註冊成立之有限公司） （股份代號：00147） (1)有關採購雲挖礦服務之自願性公佈；及 (2)有關收購及出售比特幣之須予披露交易 採購雲挖礦服務 於二零二五年十一月十日（交易時段後），本公司之非全資附屬公司Keen Golden與Sharpening Technology訂立戰略合作框架協議，協議自二零二五年十一月十日起為期一年。根據戰 略合作框架協議，Sharpening Technology將提供雲算力挖礦服務，服務金額合計不超過 100,000,000美元（相當於約780,000,000港元）。訂約各方應就各項採購協商條款並另行訂立 正式的雲算力服務協議。 同日，Keen Golden與Sharpening Technology訂立首份雲算力服務協議。根據雲算力服務協 議，Keen Golden同意採購及Sharpening Technology同意提供算力為至少1 EH/s的雲挖礦服 務，協議年期為365天，代價為價值15,000,000美元（相當於約117,0 ...

Core Insights - Amprius Technologies, Inc. (AMPX) is set to release its third-quarter 2025 results on November 6, after market close, with a strong history of earnings surprises, averaging 16.7% over the past four quarters [1] Group 1: Q3 Expectations - The Zacks Consensus Estimate for AMPX's revenue is projected at $17.1 million, reflecting a more than 100% increase compared to the same quarter last year [2] - The anticipated revenue growth is attributed to the addition of new customers, significant recurring revenues, increased SiCore shipments, strong market adoption in the drone sector, and geographic diversification [2] Group 2: Loss Per Share - The consensus estimate for loss per share is 6 cents, an improvement from a loss of 10 cents per share reported in the same quarter last year [3] - Despite the expected loss, a narrowing of loss per share is anticipated due to strong margins and controlled research and development expenses [3][11] Group 3: Earnings Prediction Model - The current model does not predict a definitive earnings beat for AMPX, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [4][5]

Core Insights - Veritone, Inc. is expected to report its third-quarter 2025 earnings on November 6, with a projected loss of 11 cents per share, reflecting a year-over-year increase of 42.1% in losses [1] - Revenue estimates for the same quarter are set at $28.6 million, indicating a year-over-year rise of 30.1% [1] Revenue and Earnings Expectations - The anticipated revenue for the third quarter of 2025 is expected to be between $28 million and $30 million, with a net loss projected to be between $6 million and $6.5 million, an improvement from a non-GAAP net loss of $11.1 million in the third quarter of 2024 [4] - For the full year 2025, revenues are expected to range from $108 million to $115 million, compared to $92.6 million in 2024, with net losses projected to improve to between $30 million and $25 million from a non-GAAP net loss of $40.8 million at the end of 2024 [5] Segment Performance - The revenue growth in the upcoming quarter is anticipated to be driven by improvements in the Software Products and Services segment, particularly from strong growth in public-sector and commercial software products and services [3] Earnings Prediction Model - The Zacks model indicates that Veritone is not expected to beat earnings this season, with an Earnings ESP of 0.00% and a Zacks Rank of 2 (Buy) [6]

Core Viewpoint - Parsons (PSN) reported quarterly earnings of $0.86 per share, exceeding the Zacks Consensus Estimate of $0.72 per share, but down from $0.95 per share a year ago, indicating an earnings surprise of +19.44% [1][2] Financial Performance - The company posted revenues of $1.62 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 3.03% and down from $1.81 billion year-over-year [2] - Over the last four quarters, Parsons has surpassed consensus EPS estimates three times but has not beaten revenue estimates [2] Stock Performance - Parsons shares have declined approximately 13.8% year-to-date, contrasting with the S&P 500's gain of 15.1% [3] - The current Zacks Rank for Parsons is 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is $0.91 on revenues of $1.79 billion, and for the current fiscal year, it is $3.20 on revenues of $6.6 billion [7] - The outlook for the Technology Services industry, where Parsons operates, is currently in the top 39% of Zacks industries, suggesting potential for better performance compared to lower-ranked industries [8]