MarketCatalystNetflix ($NFLX) reported Q3 earnings of $0.87 per share, $0.05 better than the FactSet consensus of $0.82, with revenue up 11.9% to $12.87 billion, in line with expectations, but guided Q4 EPS to $0.67 versus $0.73 expected, Q4 revenue to $13.44 billion versus $13.52 billion, and full-year 2026 revenue to $51.1 billion versus $51.21 billion.
Equity LifeStyle Properties ($ELS) reported Q3 normalized FFO of $0.79 per share, in line with the FactSet consensus, with revenue up 4.2% to $409.9 million versus $402.8 million expected, and guided Q4 and full-year normalized FFO in line with consensus.
Super Micro Computer ($SMCI) said preliminary Q1 fiscal 2027 revenue should land between $18.5 billion and $19.5 billion versus guidance of $14.5 billion to $15.5 billion, primarily due to increased demand for AI platforms.
Anthropic's draft IPO prospectus reveals revenue surged nearly 15-fold to $16.3 billion in H1 2026, alongside an $80.7 billion net loss largely driven by accounting charges and potential AI computing commitments approaching $750 billion.
SpaceX ($SPCX) beat Q3 earnings and revenue expectations, reporting EPS of $0.35 versus $0.13 expected and revenue up 161% to $14.57 billion, driven by Starlink growth and a surge in its Super Intelligence business.
Broad market gains led by the Dow and small‑caps offset a tech‑driven Nasdaq decline even as yields edged higher.