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The Marked Chart Wire · Business
McDonald's
McDonald's stock climbed 5 percent on November 4 following the release of mixed third-quarter earnings for 2026.
Part of a series: McDonald's Q3 results and value meal trial
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Humana
The insurer posted a third-quarter adjusted loss of 70 cents per share, down from a prior-year profit. Management raised full-year adjusted earnings estimates to at least $9.50 per share.
HotTeraWulf
TeraWulf reported third-quarter revenue of $76.2 million, exceeding estimates by 18.9 percent. The company signed a $19 billion lease with Anthropic for AI capacity, with deliveries expected to begin in late 2027.
Thinking Machines Lab
Mira Murati's AI startup is said to be close to raising $5 billion at a $40 billion pre-money valuation, led by Accel. The round would triple the company's previous valuation following a $2 billion seed round in 2025.
HotAST SpaceMobile
AST SpaceMobile agreed to a three-year contract with Firefly Aerospace for 36 engines to support its new Blacklift rocket. The deal includes $800 million in upfront payments and aims to launch five satellites per mission by late 2028.
HotOklo
Oklo posted revenue of $1.86 million, beating estimates by 68 percent. The company reported an EPS of -$0.22, which was better than the expected -$0.26.
HotCompass Earnings
Compass Inc. posted its first positive GAAP net income and record adjusted EBITDA of $306 million for the third quarter. The company expects fourth-quarter organic revenue to decline by 4.5 percent due to a challenging macro environment.
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