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    Rolling 24 hours · line marks the 60% US target

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    HedgeWeekly Stockwatch: Trade Desk jumps on results as CoreWeave reports tonight

    Trade Desk, CoreWeave, Nvidia, Rocket Lab and Hims & Hers are in focus on CPI day.

    HedgeWeekly Markets Desk ·

    TTD, The Trade Desk: Third-quarter revenue of $736 million beat the $651.4 million consensus, and adjusted earnings of $0.33 a share beat $0.25. Bull case: Fourth-quarter revenue guidance of $755 million at the midpoint is above the $692 million consensus. Bear case: Revenue was flat on a year earlier, and guidance implies a 10.8% fall in the fourth quarter.

    CRWV, CoreWeave: The AI cloud provider reports third-quarter results after today's close, the first big AI spending update since last week's sell-off. Bull case: Analysts expect revenue of $3.54 billion, up 160% from a year earlier, TipRanks said. Bear case: The expected loss is $1.27 a share, against $0.08 a year ago; options price a 21.1% move.

    NVDA, Nvidia: The board is investigating whether CEO Jensen Huang was the target of a foreign intelligence effort. Nvidia reports quarterly results next week. Bull case: Shares rose about 2% premarket, and Nvidia says it has no reason to believe secrets were compromised. Bear case: A new investor lawsuit was filed, Asianet Newsable reported, and the probe has no stated end date.

    RKLB, Rocket Lab: Record third-quarter revenue of $268 million, up 73%, but a wider loss; customers signed eight Neutron launches worth over $515 million. Bull case: Backlog rose 52% to $3.57 billion, and some Neutron launch prices rose to $70 million. Bear case: The loss widened to $0.12 a share, and the first Neutron launch has moved to 2027.

    HIMS, Hims & Hers Health: The telehealth company posted a surprise third-quarter net loss, which reports tied to a shift towards branded drugs. Bull case: It plans to launch Peptides+ by late November and has added Andrew Huberman to its board. Bear case: Shares fell more than 11% on Monday and kept falling in overnight trading.

    Sources

    • AP
    • Asianet Newsable
    • Reuters via Euronext
    • StockTitan
    • Stocktwits
    • TipRanks
    • Yahoo Finance

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