Enphase Sinks About 17% as It Guides Revenue as Low as $225 Million and Bets on AI Data Center Power
Enphase reported Q3 revenue of $293.3 million and guided Q4 to $225-$255 million as U.S. residential solar sell-through fell 35% year over year.
Marwen MS
Marwen MS is the founder of TickerRoast and its publication director. He follows U.S. and European stock markets, company earnings and the tech sector, and writes to make market news clear and useful for everyday investors.
Vertiv Jumps After Orders More Than Double and It Adds $650 Million to Its 2026 Sales Forecast
Vertiv reported third-quarter sales of $4.31 billion, up 61%, organic orders growth above 100% and raised its 2026 sales guidance by $650 million.
SSI Pays Twice in October: Why the November Check Arrives on October 30 and What Changes in 2027
SSI recipients get their November payment on Friday, October 30, because November 1 is a Sunday. The 2027 COLA lifts the federal maximum to $1,029.
Amphenol Books $12.2 Billion of Orders as AI Data Centers Drive Its Communications Business Up 99%
Amphenol posted record Q3 sales of $10.2 billion, up 65%, orders of $12.2 billion, a 20% dividend increase and a new $4 billion buyback plan.
Alphabet Falls About 10% After Hours as Ad Sales Miss, Even With Google Cloud Up 103%
Alphabet's third-quarter revenue rose 25% to $127.6 billion, slightly below consensus, as Search and YouTube ads fell short while Google Cloud more than doubled. Capex of $51.4 billion pushed free cash flow negative.
Google Cloud Doubles to $30.7 Billion, but $51 Billion of Capex Pushes Alphabet’s Free Cash Flow Negative
Alphabet's Q3 revenue rose 25% to $127.6 billion and Google Cloud grew 103%, but capital spending of $51.4 billion left free cash flow at minus $9.1 billion.
The Fed Holds at 3.75%-4%, but Two Dissents for a Hike Show How Close the Next Move Could Be
The FOMC left the federal funds rate at 3.75% to 4% by a 10-2 vote, with Lisa Cook and Beth Hammack preferring a quarter-point hike, after a September CPI reading of 3.7%.
Apple Puts OLED and Touch on the MacBook Pro for the First Time, Five Days Before Its Earnings
Apple opened pre-orders for a MacBook Pro with a tandem OLED display and touch input from $2,899, plus a 14-inch M6 model from $1,999, ahead of its fiscal fourth-quarter report on Nov. 2.
Oracle Jumps About 12% After Investor Day Puts a Ceiling on Fundraising and a Date on Free Cash Flow
Oracle set an FY30 target of $225 billion-plus in revenue, promised positive free cash flow in the second half of FY28 and capped new capital raises at $20 billion. The stock rose about 12% by mid-afternoon.
Oil Near $115, a Fed Decision at 2 p.m. and Microsoft and Alphabet After the Bell: Your Wednesday Morning Brief
Futures are mixed ahead of the Fed decision, Brent is back near $115 and Microsoft and Alphabet report after the close. Here is the setup for Wednesday, October 28.
