RVTY – TheStreetPro TSP Site

Upside, Downside Movers in the Morning

Doug Kass on November 3, 2026

Upside

– $BLZE +34% (Q3 beat as B2 cloud-storage growth accelerated to 47% and large AI and core-workload agreements expanded)

– $AEIS +12% (record Q3 and strong Q4 guide on semiconductor and data-center power demand)

– $LSCC +11% (record Q3 beat and strong Q4 and 2027 outlook on AI-data-center FPGA demand)

– $GRAB +10% (Q3 growth and margins beat as revenue and EBITDA guidance was raised and buybacks continued)

– $RVTY +10% (Q3 beat and FY outlook was raised)

– $FISV +9.8% (reaffirmed outlook, doubled its savings target to $1B and set a $500M Q4 buyback despite flat organic revenue)

– $FN +9.2% (record revenue beat and strong Q2 guide on broad optical-program ramps)

– $NBIX +8.0% (Q3 beat and INGREZZA sales outlook was raised)

– $BE +6.9% (MOU targets at least 1 GW of California fuel-cell power paired with carbon capture)

– $JD +4.7% (China market-support measures and expected EU clearance for the Ceconomy acquisition)

– $CE +4.6% (Q3 profit beat and FY earnings and free-cash-flow outlook was raised)

– $MDGL +4.4% (Rezdiffra sales rose 50% and the company reached its first quarterly profit)

– $MCHP +3.4%, $SNDK +5.8%, $MU +4.7%, $LRCX +5.0%, $INTC +4.6%, $AMD +4.4% (chip names rebound from the recent selloff as fresh results reinforce AI-infrastructure demand)

Downside

– $ZBRA -17% (quarter beat and outlook raised, but adjusted operating margin contracted sharply and results fell short of elevated expectations)

– $SHOP -15% (Q3 cleared the published consensus bar, but Q4 low-30s revenue and high-20s gross-profit growth disappointed elevated expectations)

– $DT -14% (quarter beat, but acquisition dilution drove cuts to the full-year EPS and margin outlook)

– $IT -6.2% (profit beat and guidance raise, but contract-value growth remained soft at 2.5%)

– $PLTR -4.7% (blowout quarter and guidance raise, but total contract-value growth slowed sharply, triggering a high-expectations sell-the-news reaction)

– $KMX -4.2% (strategic update targets mid-single-digit unit growth and mid-teens adjusted EPS growth through fiscal 2030, but the framework disappointed investors)

– $AAPL -3.8% (fiscal Q4 beat, but holiday-quarter gross-margin guidance disappointed on higher memory and AI costs)

– $DDOG -2.8%, $TTD -1.0%, $NOW -1.0% (high-multiple software names weaken alongside $PLTR on AI-valuation scrutiny and pre-earnings de-risking)

– $DOCN -2.0% (strong growth and revenue outlook, but the Q4 profit outlook and heavy data-center capacity spending weighed)

– $HL -1.3% (precious-metals miners fall as silver drops and gold softens)

Elections, JOLTS, and AMD Highlight Tuesday’s Calendar

NeilSethi on November 3, 2026

It’s Election Day, with Americans voting in the midterm elections (all 435 House seats, 35 Senate seats and 36 governorships are on the ballot).

In US economic data, Tuesday brings us September JOLTS job openings and factory orders (which include final durable goods), and October vehicle sales.

There are no Fed speakers scheduled, although the Global Research Forum on International Macroeconomics and Finance, organized by the Fed, ECB and New York Fed, begins in Washington (through November 4), so there may very well be media interviews.

There are no non-Bill (>1yr in maturity) US Treasury auctions this week.

37 S&P 500 components report, seven of them with market caps over $100bn:

After the close: AMD ($AMD), Amgen ($AMGN), Arista Networks ($ANET), Booking Holdings ($BKNG), Block ($XYZ), AIG ($AIG), Prudential Financial ($PRU), International Flavors & Fragrances ($IFF), Super Micro Computer ($SMCI), Skyworks Solutions ($SWKS), Assurant ($AIZ), Jack Henry & Associates ($JKHY) and Mosaic ($MOS)

Before the open: Pfizer ($PFE), Eaton ($ETN), Marathon Petroleum ($MPC), Apollo Global Management ($APO), Ametek ($AME), Keurig Dr Pepper ($KDP), Waters ($WAT), Yum! Brands ($YUM), Sysco ($SYY), Archer-Daniels-Midland ($ADM), Fiserv ($FISV), Expeditors International ($EXPD), Broadridge Financial ($BR), Fidelity National Information Services ($FIS), DuPont ($DD), Leidos ($LDOS), Ball ($BALL), Revvity ($RVTY), Zebra Technologies ($ZBRA), Gartner ($IT), Pinnacle West ($PNW), Henry Schein ($HSIC) and Aptiv ($APTV)

Time not announced: Bio-Techne ($TECH)

Outside the S&P 500, Shopify ($SHOP), Energy Transfer ($ET), Ferrari ($RACE), Bayer ($BAYRY) and Intesa Sanpaolo ($ISNPY) report.

Ex-US highlights include the Reserve Bank of Australia’s decision (10:30pm ET Monday; Deutsche Bank expects a hold), October CPI from Switzerland, South Korea and Turkey (plus Turkey PPI), New Zealand’s Q3 labor force survey, Japan’s October monetary base and France’s September budget balance. ECB Governing Council members Kocher, Dolenc, Radev, Escriva, Moulin, Nagel and Sleijpen speak, as do the Bank of Canada’s Macklem and Rogers, and UK Chancellor of the Exchequer Healey takes oral questions in the House of Commons.

Japanese markets are closed for Culture Day.