BID Reddit Mentions | ChartExchange

OTHER NEWS:
* US ADP PRIVATE PAYROLLS -32K IN NOV. FROM OCT. (VS. +20K EST)
* Trump says he'll name the next Fed chair in early 2026, hinting Kevin Hassett a “potential” pick after considering about 10 candidates, per FT.
* Copper just hit a new record above $11,400/ton, up about 30% this year, as LME warehouse withdrawals out of Taiwan and South Korea spike and smelters fight miners over treatment fees that have fallen to around minus $60/ton.
* BESSENT: SUBSTANTIAL TAX REFUNDS COMING Q1 2026
EARNINGS; CRWD:
* Revenue grew 22%, subscription revenue was up 21%, and non GAAP EPS landed at $0.96.
* The headline that matters more than the print is net new ARR.
* Last quarter, CRWD CFO aided to at least 40% net new ARR growth in H2 2026. Well... we got that... Net new ARR at $265M up 73% YoY which pushed ending ARR to \~$4.9B with growth also re accelerating to 23%.
* Key comment: "capitalizing on the AI-driven demand environment is driving our pipeline to an all-time high."
* Posted Record cash flow from operations and FCF
* The flexible subscription model for Falcon Flex is driving massive adoption, with ending ARR from Flex customers growing 200% YoY to exceed $1.35 billion.
* CEO: “AI adoption is supercharging renewed interest in the endpoint as the endpoint is the epicenter of human and non-human interaction with AI.”
MRVL:
* Revenue: $2.08B (Est. $2.07B) ; UP +37% YoY
* EPS (non-GAAP): $0.76 (Est. $0.74)
Guidance:
* Q4'26 Revenue: $2.20B (Est. $2.17B)
* Q4'26 EPS (non-GAAP): $0.74–$0.84 (Est. $0.77)
Key takeaways:
* The guide for data center revenue to be up over 25% in FY27 (ends Jan. '27), not counting any revenue from Celestial AI
* management suggest a 40% data center growth is possible in FY28, aided by an expected doubling of custom ASIC revenue, which suggests big Trainium4 orders.
MAG7:
* IDC says Apple will ship \~247M iPhones in 2025, a record and 6.1% above 2024, driven by iPhone 17 and a China rebound, with AAPLiPhone revenue near $261B. IDC also sees 2026 units falling as memory costs jump and the base iPhone 18 is delayed to 2027.
* AAPL - Goldman Reiterates buy on AAPL, PT 320. Despite App Store spending growth in October and November tracking below Apple’s guidance for fiscal 1Q26 Services revenue to grow in line with fiscal 2025 (14% year over year), we expect Apple’s Services outlook should be supported by faster growth across its other service categories.
* NVDA - Samsung will supply about half of the memory for NVDA's 2nd gen SOCAMM in 2026, roughly 10B gigabits, or \~830M units of 24Gb LPDDR, equal to about 5% of its DRAM output, with SK Hynix taking 6–7B Gb and Micron 3–4B Gb.
* AMZN - Cantor Fitzgerald reaffirmed its Overweight rating and $315 target on Amazon
* TSLA - After AI Push, Trump Administration Is Now Looking To Robots - Politico
OTHER COMPANIES:
* MicroStrategy’s chairman Michael Saylor said the company is in discussions with MSCI as the index provider considers removing firms that primarily buy cryptocurrencies.MSCI will decide by January 15 whether such companies should be excluded because they resemble investment funds, which are not eligible for index inclusion.
* MIZUHO REITERATES OUTPERFORM ON MSTR. Analyst highlights strategic liquidity buildup, 21-month dividend runway, and noBTC sales as MSTR fortifies capital position.
* AEVA - says it has been picked as the exclusive LiDAR supplier for a Top European automaker’s global platform outside China, with production starting in 2028 and running into the mid 2030s.
* UBER, NBIS - Avride just launched all electric robotaxi rides in Dallas, covering about nine square miles from Downtown to Uptown, Turtle Creek and Deep Ellum.
* UBER - CEO PLANNING TRIP TO ASIA NEXT WEEK... TO VISIT TAIWAN, HONG KONG FOR FIRST TIME
* AKAM - says its cloud platform has achieved FedRAMP High Ready status after a third party assessment, meeting the High security baseline for federal workloads that need AAL3/IAL3/FAL3 identity assurance. It is a step toward full FedRAMP High authorization.
* NWL - Canaccord reiterates buy rating on NWL PT 7.
* While the stock has struggled this year, we believe the turnaround is bearing fruit. We expect 2026 to be Newell’s first year of net distribution gains since the Jarden acquisition nearly a decade ago and believe patient investors will be rewarded."
* NFLX - Stranger Things 5 opened with 59.6M views in its first 5 days, Netflix’s biggest English language TV debut ever and No. 3 overall behind Squid Game S2 and S3.
* ACHR - plans an electric air taxi network in South Florida, linking Miami, Fort Lauderdale, Boca Raton and West Palm Beach with 10 to 20 minute Midnight flights instead of 60 to 90 minute drives.
* GNRC - US Energy Secretary Chris Wright says backup diesel generators at data centers and commercial sites could unlock \~35 GW of power, roughly 35 nuclear plants worth, to help cover a projected \~36 GW shortfall vs 57 GW US data center demand in 2025-28.
* ORCL - The cost of protecting Oracle’s debt just hit about 1.28% a year, the highest since 2009 and more than triple June levels, per Bloomberg.
* Oracle initiated with an Overweight at Wells Fargo PT $280.
* Airbus cut its 2025 commercial jet delivery target to about 790 from 820 after fuselage panel defects on some A320s hit November deliveries, but it’s keeping full year financial guidance unchanged
* Anthropic has hired Wilson Sonsini to start work on a potential IPO that could come as soon as 2026, per Financial Times.
* IBM comments fuelling AI fears: CEO says that at today’s costs it takes about $80B to build & fill a 1 GW AI data center, so the \~100 GW of announced capacity implies roughly $8T of capex & “no way you’re going to get a return on that,” since you’d need “about $800B of profit just to pay for the interest”
* COMCAST’S BID AIMS TO MERGE NBCUNIVERSAL UNIT WITH WARNER BROS.
* RBLX - 𝐑𝐨𝐛𝐥𝐨𝐱: UBS initiates coverage at Neutral, sets 𝐏𝐓 𝐚𝐭 $𝟏𝟎𝟑 Analyst sees Roblox well-positioned at the intersection of gaming and AI trends but flags balanced risk-reward ahead of growth moderation.
* ALAB - Stifel says AWS/NVDA tie-up concerns are overblown — ALAB's deeper NVLink Fusion integration enhances long-term opportunity.
* IREN - Iris Energy Market Outperform reiterated, PT $80 set by Citizens
* Ondas Secures Strategic Gov’t Contract for Border Drone Defense System