SpaceX (SPCX) reported Q3 2026 revenue of $14.6B, up 161% year over year, and net income of $4.4B; CEO Elon Musk outlined potential AI compute capacity of 13 GW or more by the end of next year. Supermicro (SMCI) raised Q1 FY2027 revenue guidance to $18.5B–$19.5B and gross-margin guidance to 12.0%–12.5%. Netflix (NFLX) beat Q3 EPS expectations but lowered its FY2026 free-cash-flow and advertising-revenue outlooks.

Other notable figures: Anthropic reportedly has up to $750B in potential computing commitments and may pursue an IPO at a valuation near $2T; Amazon (AMZN) plans to invest over €16B in Germany in 2027 and expects about $220B in 2026 capital expenditures. NVDA led the day’s options activity with 2.3M contracts; AAPL, SPCX, NFLX, MU, TSLA, AMZN, CRWV, INTC, and AMD also ranked in the top 10.