Palantir (PLTR) reported Q3 revenue up 96% year over year to $2.31B and raised FY2026 revenue guidance to $8.53B. Grab (GRAB) raised FY2026 revenue guidance to $4.15B–$4.20B and adjusted EBITDA guidance to $790M–$800M.

Meta (META) is reportedly targeting at least $20B in bond financing, while Oracle (ORCL) is preparing equity and bond offerings; Oracle’s combined capital raise is estimated at about $20B. Marvell (MRVL) agreed to acquire Lumentum (LITE) in an all-stock deal valued at $115B, and Bloom Energy (BE) and California Resources Corporation (CRC) signed a non-binding agreement to explore over 1 GW of power generation capacity.

AST SpaceMobile (ASTS) and AT&T (T) announced a successful satellite-to-terrestrial cellular handoff test. Piper Sandler said a potential SpaceX (SPCX)–Tesla (TSLA) merger is more likely than not; the post also lists NVDA, INTC, MU, AMZN, AAPL, GOOGL, AMD, DIS, ERIC, and NOK in options activity or other company news.