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Keywords
AAPLSPYmidterm electionsearningsPalantir
Open a keyword to see other news on the same topic.
Related tickers and likely impact
AAPL
▼ Likely negativeApple Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 11/02/2026 | 338.32 |
| Change that session | -1.83% |
SPY
▼ Likely negativeSPDR S&P 500 ETF
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 11/02/2026 | 752.10 |
| Change that session | -0.48% |
QQQ
▼ Likely negativeInvesco QQQ Trust
Relevance: low
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 11/02/2026 | 681.13 |
| Change that session | -1.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Stock Market Today: Dow Slides 300 Points On Election Day; Apple, Palantir Dive On Earnings (Live Coverage)
The Dow Jones index fell 300 points on Election Day, as Apple and Palantir tumbled following their earnings reports.
- Dow Jones Futures Loom After Stock Market Sell-Off; Apple, Palantir, Midterm Elections In Focus
Technology stocks led another sell-off in the stock market. The article says it is a time to be defensive, with Apple, Palantir, jobs data and midterm elections on the horizon.
- Dow Jones Futures: Stock Market Sells Off As Apple, Palantir, Midterm Elections Loom; What To Do
Tech stocks led another stock market sell-off, and the article says this is a time to be defensive. Upcoming factors it highlights include Apple, Palantir, jobs data and the midterm elections.
- Apple, Palantir report; U.S. midterm elections ahead - what’s moving markets
U.S. stock futures were subdued after the Apple and Palantir reports, while the Nasdaq Composite fell 1.07% in the prior session on worries over AI infrastructure spending. Apple's fiscal fourth-quarter EPS rose 14% to $2.10 on sales of $114.5 billion, but its gross margin guidance of 45% to 46% fell short of the 47% expected, and its shares dipped after hours. Palantir's sales surged 96% to $2.31 billion, but total contract value growth slowed to 6% from 49% in the second quarter, which weighed on its shares. Investors are also watching the U.S. midterm elections, where AI and affordability are key issues, and oil prices, which edged higher after a sharp drop following a reported U.S. strike on Iran's Qeshm Island.
- Apple and Palantir shares slide in premarket trading following post-bell earnings
Shares of Apple and Palantir fell in premarket trading on Tuesday after both companies reported earnings after the close on Monday. Apple dropped 4.4% and Palantir lost 5.9%. Apple posted fourth-quarter revenue above expectations, but iPad sales fell short of estimates and its margin forecast disappointed investors. Palantir beat Wall Street’s third-quarter estimates, and its U.S. commercial revenue topped government revenue for the first time.
- Options traders are getting anxious on Palantir and Apple ahead of earnings
Options data show a surge in bearish trading ahead of Palantir and Apple earnings Monday afternoon, even as both stocks have diverged from the broader AI trade. By midday, 385,000 of the 620,000 Apple options traded were puts, with at least 113,000 likely bought by buyers, versus 64,000 calls bought, according to Cboe LiveVol data. Apple's put prices reached the 86th percentile of the past year, compared with the 51st for calls, and options imply just under a 4% move against an average 2.5% post-earnings swing over the past two years. For Palantir, put prices sit at the 97th percentile and calls at the 76th, with market-makers pricing an 11.5% implied move versus a 10% average. The stock rallied almost 30% after its last report but sold off after May's earnings.
Related markets
Latest news
- D.A. Davidson Managing Director Gil Luria Delivers His Apple Earnings Takeaways
In an NYSE Live interview, Gil Luria of D.A. Davidson discussed Apple's latest earnings and the wider tech sector. He argued that many AI-linked companies continue to report strong results and demand, and that recent share price weakness reflects election and policy caution more than the core AI business. On data centers, he said public concerns about noise and energy often reflect older designs, and that approvals are typically decided locally. On Apple, he noted signs of slowing iPhone upgrades after a strong prior year and margin pressure from price increases and rising memory costs. He said Apple's ecosystem and installed base still support its long-term position.
- Wall Street Expert Jay Woods: Market 'Doesn't Care About Your Politics'
In an NYSE Live interview, Jay Woods, Chief Market Strategist at Freedom Capital Markets, argues that elections often generate headlines and investor anxiety, but long-term stock performance is driven more by corporate earnings, economic growth and business fundamentals than by political outcomes. He says markets have often posted positive returns in the months after midterm elections as uncertainty fades. In his view, the recent tech-stock pullback mainly reflects profit-taking and portfolio rotation rather than weaker fundamentals. The discussion also covers earnings season, sector rotation, inflation, interest rates and the 2027 outlook, and suggests investors focused on long-term fundamentals may be better positioned than those reacting to political headlines.
- Prediction: This Artificial Intelligence (AI) Software Stock Will Outperform Palantir, According to Wall Street (Hint: It’s Significantly Cheaper)
The article compares Twilio (TWLO) with Palantir (PLTR): Twilio shares are up 46% in 2026, while Palantir has been roughly flat. Analysts' 12-month median price target is 274 USD for Twilio, implying 32% upside, versus 225 USD and 26% for Palantir. Twilio's Q2 revenue rose 20% to 1.56 billion USD and non-GAAP EPS rose 32% to 1.65 USD, both ahead of expectations. Its dollar-based net expansion rate reached 114% in Q3, up 5 percentage points year over year. Because Twilio's valuation is much lower than Palantir's, the article argues it looks like the better option.
- Super Micro Climbs 4% Ahead of Earnings as AI Server Stocks Bounce; Hewlett Packard Enterprise Rallies 6%, Dell Gains 5%
Super Micro Computer shares rose 4% to $31.73 as AI server stocks rebounded from a steep one-month decline, ahead of results due on November 3, though the company has not confirmed the timing. On November 3, Super Micro announced a collaboration with SambaNova to build inference racks pairing SN50 chips with NVIDIA GPUs. Preliminary September-quarter revenue is $18.5 billion to $19.5 billion, above prior guidance of $14.5 billion to $15.5 billion, but gross margin guidance of 10.4% to 10.8% is below the 17.6% adjusted margin of the prior quarter. The company also faces export-control issues, including charges against several senior employees for allegedly smuggling NVIDIA AI servers to China, and an independent board review of certain transactions. Hewlett Packard Enterprise and Dell rose 6% and 5%, but their broader product mix differs from Super Micro's AI-focused model.
- Until Next Gen Computing Implodes I’ll Keep Buying Taiwan Semiconductor
The author has added to Taiwan Semiconductor (TSM) after the stock fell 15.69% over the past month to 398.61 USD, arguing that every advanced AI chip is made at TSMC's fabs. Third-quarter revenue reached 46.72 billion USD, up 41.2% in USD terms, and management raised its 2026 growth outlook to about 44%. Gross margin was 66.4%, free cash flow 14.90 billion USD, and the quarterly dividend rose from NT$6.00 to NT$7.00. The author skips NVIDIA, trading at about 41 times earnings, and Intel, whose foundry segment posted a 1.85 billion USD operating loss in Q3. The main risks cited are cross-strait tensions over Taiwan and overseas expansion costs that dilute margins.
- Why Intel Stock Collapsed 23.4% Last Month
Intel shares fell 23.4% in October, according to S&P Global Market Intelligence, and are now down over 50% from their highs. The article attributes the slide mainly to weak PC demand, where revenue fell 5% last quarter and guidance points to more weakness amid rising chip costs. The data center and AI segment grew 78% to 7.3 billion USD, while the foundry business rose 58% to 6.7 billion USD but still loses over 1 billion USD per quarter, short of what investors expect. With a market cap of 329 billion USD and trailing revenue of 60 billion USD (P/S 5.3), the author finds it hard to justify owning the stock at present.
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