CLOSING BELL
Palantir Posts 21st Rev Beat

The market started November in the green on Monday, going for its seventh month of gains right off the bat. 🦇 

It’s a massive earnings week, following Berkshire’s results on Saturday, investors are holding their breath as record equities report their third quarter. The government shutdown is nearly tied with the record-longest after 34 days of inaction in Washington. 👀

Today’s RIP: PLTR beats raises and trades sideways, Amazon sells Nvidia chips to OpenAI, Tylenol is getting a new owner, and more. 📰

5 of 11 sectors closed green. Discretionary $XLY ( ▲ 0.94% ) lead and comunications $XLC ( ▼ 1.06% ) lagged.

 $SPY ( ▲ 0.19% )  $QQQ ( ▲ 0.48% )  $IWM ( ▼ 0.32% )  $DIA ( ▼ 0.46% ) 

AFTER THE BELL
Palantir Beats Yet Again, But Investors Weigh A Record High Price ⚖️ 

Palantir $PLTR ( ▲ 3.35% ) shares were climbing slightly after the bell when the AI military data company posted 21C/share earnings for the third quarter, beating estimates, and boasting a 63% jump in revenue year over year, at $1.18B. It was the 21st revenue beat over estimates in 21 quarters, according to Bloomberg.

The stock jumped 7% right after results, but gave it all back at the time of writing. It’s been a 150%+ year for the stock, and even with adjusted EBITDA was $606M, way above the $502M expected by the Street, it’s an expensive stock.

The most expensive stock on the S&P 500, to be exact, at 85X sales and climbing. Bulls like Analyst Dan Ives don’t see that as an issue, expecting a trillion-dollar valuation in just 2-3 years, according to a note released over the weekend:

“While investors will continue to fret about valuation, we believe this will ultimately be a trillion-dollar market cap over the next 2-3 years as Palantir builds out its commercial business into a multi-billion-dollar machine monetizing the use cases in the AI Revolution.”

Palantir’s work with the U.S. government grew 52% in the quarter to $486M in size, and the firm sees Q4 revenue in the $1.33B range, above past guidance for $1.19B. It also raised its full-year revenue guidance to $4.4B, from a range of $4.14 to $4.15.

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AI NEWS
Deals And Deals And Deals

Iren climbed $IREN ( ▲ 11.52% ) after a datacenter deal with $MSFT ( ▼ 0.15% ).  Iren said it was pulling in $9.7B in a deal to provide for Nvidia GB300 GPUs over a five-year term. The company added that it has also agreed with Dell Technologies to purchase the GPUs and ancillary equipment for about $5.8 billion. The firm plans to deploy GPUs in phases through 2026 at IREN’s 750MW Childress, Texas campus.

Amazon $AMZN ( ▲ 4.01% ) was climbing, closing at a record and nearly leading the S&P 500 higher after its cloud unit signed a $38 B supply deal for OpenAI. AWS will supply hundreds of thousands of Nvidia chips. OpenAI is looking for $1.4T in computing power, according to Bloomberg's reporting of Chief Sam Altman‘s plans. It wasn’t the only deal Amazon enjoyed Monday:

$CIFR ( ▲ 22.04% ) Cipher Mining was up big time Monday. The bitcoin miner turned datacenter space for hire said it is giving Amazon’s AWS 300 megawatts of capacity in 2026, a $5.5B lease agreement. Cipher Mining said that it has also formed a joint entity to develop a 1-gigawatt site, named “Colchis”, in West Texas.

The capacity will be delivered in two phases, with the first phase expected to begin in July 2026 and the second phase to be completed in the fourth quarter of 2026, with rent commencing in August 2026.

Kenvue $KVUE ( ▲ 12.32% ) was climbing 15% after news Kimberly-Clark $KMB ( ▼ 14.57% ) , aims to buy out the tanking pharma stock. The Trump admin targeted Tylenol for alleged health risks at the end of the summer, sending Kenvue’s stock to nearly half its value. Turns out, the bad news was good for buyers, sparking a buyout from Kleenex and paper medical goods maker KMB for an estimated $40 B. KMB was falling on the news, the lowest on the S&P 500.

Per deal terms, KMB will buy out KBUE shares at $3.50, and also get 0.14625 shares of KMB, bringing the buyout value to about $21/share.

TRENDING STOCKS
Deals And Earnings That Moved Stocks Monday

Hims & Hers rose 5% after the bell, $HIMS ( ▼ 2.35% )reporting revenue of $599.0 million, a 49% year-over-year increase, which beat analyst estimates of approximately $580 million. EPS of $0.06, which missed the average analyst estimate of $0.10 per share. The company reported a net income of nearly $16 million. Adjusted EBITDA: $78.4 million, up from $51.1 million in Q3 2024. Subscribers increased 21% year-over-year to nearly 2.5 million. 

Beyond Meat $BYND ( ▼ 16.01% ) fell after delaying Q3 results and guidance for November 11. It provided preliminary financial results for the third quarter, indicating that it anticipates revenue to reach approximately $70 million. The company anticipates recording a material non-cash impairment charge for certain long-lived assets. In layman’s speak: expect a big lump sum loss on the balance sheet, like $META ( ▼ 1.64% )’s tax charge last week.

$BRK.B ( ▼ 0.39% ) Berkshire Hathaway posted its report over the weekend, operating profit climbing 33%, but offered no stock buybacks, and no major purchases of other stocks, old man Buffet sitting on a record $381 B in cash.

Insurance underwriting more than tripled during the third quarter, driven by the absence of any major catastrophes.

"If they're not buying back their shares, why should you?" — Cathy Seifert, CFRA analyst, on the message the company is delivering.

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POPS & DROPS
Top Stocktwits News Stories 🗞️ 

• Sable Offshore sank to record lows after reporting operational setbacks.

• Ford reported a 1.6% rise in U.S. October sales.

• Tesla reported an 89% sales drop in Sweden amid European struggles.

• USDA allocated contingency funds to extend SNAP aid through November.

• Waymo announced robotaxi launches in San Diego, Las Vegas, and Detroit.

• MongoDB appointed Chirantan Desai as its new CEO.

• BMNR fell 7% after reporting a sharp revenue decline.

• Coeur Mining announced a $7B gold acquisition to expand its portfolio.

• Pfizer filed lawsuit #2 on Metsera and Novo Nordisk over GLP-1 patents.

• DataVault fell 6% despite AI momentum and premarket surge.

• CrowdStrike rose after analyst raised price target by 14%.

• Alphabet tapped European debt markets to fund expanding AI investments.

Don’t miss a story! Follow @StocktwitsNews for a live feed in real time. ✍️ 

STOCKTWITS VIDEO

@stocktwits

Kenvue soars & Amazon strikes $38B AI deal 🚀🤯 #letitrip #stockmarket #ai

WHAT’S ON DECK
Tomorrow’s Top Things 📋

Economic data: FOMC Member Bowman Speaks (7:35 AM), Trade Balance (9:30 AM), Factory Orders (11:00 AM), JOLTS Job Openings (11:00 AM), Atlanta Fed GDPNow (1:00 PM), API Weekly Crude Oil Stock (5:30 PM)📊
Pre-Market Earnings: SNDL ($SNDL), Shopify ($SHOP), Uber Technologies ($UBER), Pfizer ($PFE), and Spotify Technology ($SPOT). 🛏️
After-Market Earnings: Advanced Micro Devices ($AMD), Marathon Digital Holdings ($MARA), Clover Health Investments ($CLOV), Rivian Automotive ($RIVN), Super Micro Computer ($SMCI), Upstart Hldgs ($UPST), and Pinterest ($PINS). 🌕️ 

Estimates:

Sundial Growers $SNDL ( ▲ 1.86% ) : Expected report Q3 earnings with an estimated EPS of $0.00 and revenue of $176.71M.

Advanced Micro Devices $AMD ( ▲ 1.38% ) is expected to report Q3 earnings with an estimated EPS of $0.77 and revenue of $5.73B.

Marathon Digital Holdings $MARA ( ▼ 2.52% ) is expected to report Q3 earnings with an estimated EPS of $0.03 and revenue of $132.92M.

P.S. You can listen to all of these earnings calls on Stocktwits.

Links That Don’t Suck 🌐

📈 Trump administration will partially fund SNAP for November

🎩  Live Results: New York City 2025 mayoral election

😨 Trump on Binance cryptocurrency tycoon he pardoned: "I don't know who he is"

🏠️ Job openings have plunged 32% since ChatGPT’s debut

🤖 Apple’s new Siri will secretly use Google Gemini models behind the scenes

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