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Royal Caribbean (RCL) enters November with momentum after beating expectations and raising its outlook last week, and a month earlier it acquired a 50% stake in the Sandals and Beaches all-inclusive resorts across the Caribbean. The stock is up 10% this year, while cruise operators have struggled after oil prices spiked during the crisis in the Strait of Hormuz, and Royal Caribbean is the only one of the three major listed ocean cruise lines trading higher in 2026. The company now expects adjusted earnings of $17.85 to $17.95 per share this year, with the midpoint raised by $0.10. The author argues the shares trade at about 17 times the raised outlook and 15 times next year's analyst profit estimates, with a nearly 2% dividend yield, making the stock look cheaper than most investors assume.
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Booking's top Genius members (Levels 2 and 3) made up more than 30% of active customers and a high 50% share of room nights in the June quarter, both up from a year earlier. Direct room nights kept growing, with the direct share of consumer room nights in the mid-60% range, though pressure on unpaid search traffic continued and large language model traffic stayed well below 1% of room nights. Booking plans a $100 million investment in Vayo, a new company offering a personal travel agent, announced October 14, 2026. The stock (BKNG) fell 29.0% in the year to October 28, 2026, while the S&P 500 returned 14.0%. For the September quarter, management guided room nights up 3% to 5% and gross bookings and revenue up 4% to 6%, versus June-quarter gains of 9% and 8%.
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- Should You Buy Qualcomm Stock Before Its Nov. 4 Report?
Qualcomm shares fell 11% on Oct. 30 to close at $164.79 amid a chip sell-off triggered by Intel's weaker fourth-quarter revenue forecast and its warning that the PC slowdown could last until at least mid-2027. Handset chip revenue dropped 20% in the June quarter to $5.1 billion, hurt by tight memory supply and a much lower expected share of new iPhone launches, and Qualcomm forecast Apple revenue falling about 50% from the September to the December quarter. Guidance for fiscal fourth-quarter revenue is $9.7 billion to $10.5 billion, with non-GAAP EPS of $2.05 to $2.25. Two custom chip deals with large cloud companies are expected to start generating revenue in the December quarter, while automotive sales rose 61% to a record $1.6 billion. The author says the stock trades at about 17 times expected fiscal 2027 earnings, a little below the S&P 500's roughly 19 times, and is not in a rush to invest before the report, preferring to watch actual data center revenue.
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According to German media, Europe is concerned about a new Russian over-the-horizon radar being completed near Gvardeysk in Kaliningrad. NATO estimates the system could observe targets more than 3,000 km away, potentially covering all of Europe, although Russia has not published its technical specifications. The system is expected to detect ballistic missiles and NATO aircraft, spot low-flying targets including drones, and carry out electronic reconnaissance. Europe is preparing countermeasures such as surveillance systems on offshore wind farms in Poland and reconnaissance satellites from Germany and Finland, while NATO officials reportedly reassure themselves that the radar is very large and easy to destroy if necessary.
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Michael Burry, the investor known for shorting ahead of the 2008 financial crisis, is optimistic about Build-A-Bear Workshop (BBW), according to a Substack analysis reported by Business Insider, and he disclosed holding the stock since August 2026. The shares, which topped $75 in 2025, now trade around $25, down more than 50% so far in 2026. Burry argues the market underestimates the company's restructuring and notes that about 25% of its free float is sold short, which could set up a short squeeze. He estimates a market capitalization below $300 million, no financial debt and EBITDA of about $80 million. However, fiscal Q2 2026 revenue fell 7.2% to $115.3 million, and the company cut its full-year revenue forecast to $500–525 million.
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The Nasdaq Composite rose 0.83% to 25,372 and the S&P 500 gained 0.36% to 7,569 as semiconductor stocks rebounded, while the Dow Jones Industrial Average slipped 0.38% to 51,787. Gold fell 0.48% to $3,928.06 at the U.S. market close, and the 10-year Treasury yield rose to 4.97%. Fiserv jumped 12.46% after beating expectations and raising its annual cost-savings targets, while AMD rose over 9% after hours on strong data center demand. Shopify fell sharply after its first revenue miss in four years, and Gartner dropped 13.19% on slower subscription growth. The article says earnings were the main market driver, though investors remain cautious about AI valuations and revenue.
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Palantir shares fell more than 5% after the third-quarter report and are now 16% below their all-time high, as investors worried that total contract value (TCV) rose just 6% year over year after a 49% jump in the second quarter. Third-quarter revenue reached $2.31 billion, up 96%, with U.S. commercial revenue rising 148% to $984 million, and for the first time it exceeded U.S. government revenue. TCV reached $2.92 billion; CFO Dave Glazer said several large contracts were shorter than usual as customers began adopting its Sovereign AI capabilities, and the company expects these agreements to grow in size and duration. Total remaining deal value rose 55% to $13.4 billion, and the company raised its full-year revenue guidance to about 91% growth. The author says the valuation remains high at 108x forward P/E and 51x forward price-to-sales, but still holds the shares and sees the long-term opportunity as larger than any single year's price target.
- Bitcoin vs Nvidia: $10,000 Invested 5 Years Ago, Which Is Worth More Now?
A $10,000 investment in NVIDIA made on November 3, 2021 had grown to about $76,300 by November 2, 2026, a 663% gain, while the same amount in Bitcoin had reached only about $12,200. The article attributes the gap to NVIDIA's earnings growth: fiscal 2026 revenue was $215.9 billion, up 65.5%, whereas Bitcoin has no revenue structure and its price depends solely on market demand. Bitcoin traded at $77,609, down about 38.4% from its all-time high of $126,080, while NVIDIA fell 13.6% over the month to November 2. Both assets are affected by investor risk sentiment and the rise of AI, as major cloud companies plan nearly $800 billion in 2026 capital projects. The author notes that if NVIDIA's future earnings fall short of expectations, both assets could trend lower.
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