MarketCatalystAGNC Investment ($AGNC) reported Q3 2026 adjusted EPS of $0.37, matching estimates, but posted significant losses and a 16.9% decline in tangible book value amid rising interest rates.
Cerebras has fallen roughly 30% below its $185 IPO price and about two-thirds from its debut high. An OpenAI chip report, a wave of share unlocks, heavy customer concentration and a broad AI sell-off explain most of the slide.
Dell lost 22.9% from Oct. 9 to Oct. 16, its worst week since returning to public markets in 2018, even after record AI-server results. A Barclays downgrade, doubts about memory-driven revenue and a broad AI-hardware sell-off did the damage.
Oracle reported rapid construction progress at its Project Jupiter AI data center campus in New Mexico and outlined new commitments on emissions, renewable energy and water, including a request for proposals for 2 GW of renewable power.
JFrog rose 8.6%, Marvell 8.0%, Sandisk 7.6% and Datadog 7.3% among large caps, while Resolution Minerals fell 6.6%, Telkom Indonesia hit its lowest level since March 2009 and Sea Limited dropped 4.9%.
Nvidia secured new CPU business from AI cloud startup Modal, which said early tests showed Nvidia's Vera CPU doubled AI agent workloads versus its Intel and AMD chips. Modal will add Vera alongside its existing suppliers.