Technical Analysis

SoFi Technologies reported Q3 FY2026 adjusted net revenue of $1.371 billion, above a $1.264 billion pre-release survey, while its shares rose 13.42% in the completed reaction session. This analysis examines Lending growth, a raised FY2026 outlook and whether the Technology Platform's customer loss limits earnings breadth.

GE Vernova reported Q3 FY2026 GAAP revenue of $12.642 billion, above the $11.99 billion FactSet estimate, while the stock fell 1.90% in the completed reaction session. This earnings analysis examines Power and Electrification margin gains, raised full-year cash-flow guidance, and whether acquisition funding and Wind losses constrain returns.

Robinhood's Q3 FY2026 net revenue reached $1.424 billion, but GAAP diluted EPS of $0.51 missed the LSEG estimate and shares fell 3.31% in the completed reaction session. This earnings analysis examines options and event contracts growth against weaker crypto activity, higher credit provisions, and the narrower but limited expense outlook.

シーゲイト・テクノロジーが発表した2027年度第1四半期の売上高は42億3300万ドルで、LSEGの市場予想41億3800万ドルを上回った。決算発表を受けた取引で株価は4.52%上昇した。本稿ではデータセンター事業の成長、過去最高水準の利益率、第2四半期売上高見通しの中央値48億ドルを検証する。大容量ドライブの出荷増がキャッシュ創出力を維持できるかも焦点となる。

Vertiv Holdings reported Q3 FY2026 sales of $4.313 billion, above FactSet's $3.75 billion estimate, while shares rose 16.48% in the completed reaction session. This earnings analysis examines regional data-center demand, raised 2026 profit and cash-flow guidance, and whether capacity expansion can turn record orders into sustained returns.

2026年10月28日、ラムリサーチ（LRCX）は5.39%上昇して253.82ドルとなった。メモリー半導体の決算が半導体セクターを支えた。本稿では事業への波及効果、回復の条件、下振れ時のテクニカルリスクを整理する。

Applied Materials (AMAT) rose 5.07% to $416.00 on October 28, 2026, as strong memory demand supported semiconductor shares. Explore the daily outlook, risks and technical levels behind the recovery.

サンディスク（SNDK）の株価は2026年10月28日、7.66%上昇して1404.77ドルとなった。同業他社の決算がストレージ需要への信頼を強めたことが背景にある。本稿では、リバウンドと本格回復を見分けるための目先の見通し、リスク、テクニカル水準を整理する。

Cerebras Systems (CBRS) fell 5.66% to $112.56 on October 28, 2026, after a short report challenged its chip economics alongside a scheduled share unlock. This daily outlook examines the selloff, business risks and technical levels that could shape the next session.

Lumentum (LITE) rose 5.52% to $913.95 on October 28, 2026, as bullish analyst coverage and AI optical-connectivity demand supported its rebound. Explore the daily outlook, technical levels and risks facing the stock.