Blockhaven

1/ Micron made $133.2bn of revenue in fiscal 2026, up from $37.4bn, with a fourth-quarter gross margin of 86.8%. At the 10-30-2026 close of $884.74 it was worth $1.001 trillion. How much of that boom is permanent?

#BlueWave hits South Carolina. Decision Desk HQ calls the SC Senate race for Democrat Annie Andrews over Sen. Darline Graham, then Iowa governor for Democrat Rob Sand three minutes later. Two red-state flips is what futures have been bracing for tonight. via @DecisionDeskHQ

Blue wave, red futures. Decision Desk HQ projects Democrats win the House. Nasdaq 100 futures are down more than 2%, and S&P 500 futures point to the first open below 7,500 since July 31. CNBC ties the drop to fears of a slower data center buildout. via @DecisionDeskHQ @CNBC

Blue wave or blue tsunami? Prediction markets picked a side fast. At 6pm ET, Republicans were 70% favorites in South Carolina. Three hours later, Democrats are at 98%. That 68-point swing is the largest of any Senate race we tracked tonight. via @Polymarket

Democrats' Senate odds jumped 12 points in under an hour as the first results came in. Polymarket Senate: 6:00pm ET: 75.5% 6:53pm ET: 87.5% Kalshi Senate: 87% Kalshi House: 97% That's about 7-in-8 odds of a Democratic Senate. via @Polymarket @Kalshi

BREAKING: AMD beats with adjusted EPS of $2.09 vs ~$1.89-1.95 expected and record revenue of $13.4B vs its own ~$13.0B guide. The big number: Data Center revenue hit $8.5B, up 97% from $4.3B a year ago. Q4 guide: ~$17B, about +66% y/y. $AMD

BREAKING: Amgen beats with non-GAAP EPS of $6.45 vs $5.74 expected and revenue of $10.4B. The big number: EPS up 14% from $5.64 a year ago. FY26 EPS guide raised to $22.90-23.70 from $22.30-23.50. $AMGN

BREAKING: Arista beats with Q3 revenue of $3.66B vs its own $3.3B guide, and non-GAAP EPS of $1.20 vs $1.06-1.08 guided. The big number: revenue +58.5% y/y, the fastest growth since its IPO. Q4 guide: $3.9-4.0B revenue, EPS $1.26-1.30. $ANET

The S&P 500 rose the day after 15 of the last 19 midterms. Median: +0.62% Best: +3.91% in 1982 Worst: -2.08% in 2022 Full flips of Congress (1954, 1994, 2006): +2.0%, -0.05%, +0.2%. Prediction markets put another full flip at about 74% this year. $SPY $SPX

Gas just had its biggest weekly drop since June. US regular: $4.15, down 11.6¢ in a week Every region fell, led by the Rockies at -24.5¢ Still $1.13 above a year ago A 15-gallon fill-up is $1.74 cheaper than last week, but still $17 more than a year ago. $UGA via @EIAgov

More Americans quit their jobs in September than in any month since March 2025. Quits: 3.37M, up 321K from August Biggest one-month jump since May 2023 Restaurants and hotels alone: +197K People quit when they're confident they can find something better. via @BLS_gov

US factories are making more, and paying more to do it. ISM production: 59.0, highest since Nov 2021 Prices paid: 75.2, up for a 25th straight month Industries paying lower prices: zero One machinery buyer said a $2,000 item six months ago now costs $4,000. $XLI via @ism