TRADE WITH CONVICTION

Tuesday, November 3, 2026
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Earnings

ON Semiconductor's Weak Results Clash With Its Bigger AI Data-Center Ambitions

ON Semiconductor's shares sank after third-quarter results, even as a $600 million Ferric deal and higher 2030 AI ambitions pointed to a longer-term pivot.

November 3, 2026
Earnings

Apple Options Market Signals Potentially Sharp Post-Earnings Move

Heavy put demand and options positioning point to elevated volatility around Apple’s earnings, with implications for the…

Nov 3
Technology

CrowdStrike's $495 Million AI Security Deal Puts M&A Back at the Center of Cybersecurity

CrowdStrike’s $495 million purchase of two AI security startups signals a deeper push into AI-native defense and rising …

Nov 3
Markets

Tidewater Midstream’s C$261 Million Takeover Draws a New Map for Canadian Energy Assets

Tidewater Midstream’s C$261 million deal for full control of Tidewater Renewables reshapes the ownership map for two rel…

Nov 2
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