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.

Seagate Technology reported Q1 FY2027 revenue of $4.233 billion, above LSEG's $4.138 billion estimate, while shares rose 4.52% in the completed reaction session. This analysis examines data-center growth, record margins, the $4.8 billion Q2 sales midpoint, and whether higher capacity shipments can sustain cash generation.

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.

Lam Research (LRCX) rose 5.39% to $253.82 on October 28, 2026, as memory-chip earnings supported the semiconductor sector. This daily outlook examines the business read-through, recovery conditions and downside technical risks.

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.

Sandisk (SNDK) rose 7.66% to $1404.77 on October 28, 2026, as peer results reinforced confidence in storage demand. Explore the daily outlook, risks and technical levels that distinguish a rebound from a recovery.

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.