CoreWeave
Revenue $3.66B beat $3.54B and the loss of $1.27 per share was narrower than the $1.55 expected (no adjusted EPS reported); FY26 revenue guidance raised to $13.0B to $13.3B and backlog reached $132.5B.
Sea
Sea Limited American Depositary Shares, each representing one Class A Ordinary
Revenue $8.58B (+43%) beat $8.05B, but adjusted EPS $0.92 missed $0.97 (GAAP $0.78 per ADS) on heavier AI and marketing spend and credit provisions up 82%; Shopee GMV and $1B EBITDA targets kept, new $1B buyback.
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Inner Circle
Oracle is expected to report its second-quarter fiscal year 2027 earnings on December 14, 2026 (with some financial calendars listing an estimated date of December 9, 2026).
Next Earnings Release
- Estimated / Scheduled Date: December 14, 2026 (after market close)
- Fiscal Period: Q2 FY2027 (period ending November 30, 2026)
- Consensus EPS Estimate: Around $1.88 to $1.89 per share
Recent Earnings Release
- Last Reported Date: September 10, 2026 (Q1 FY2027)
- Last Reported EPS: $1.92 per share (beating consensus estimates of $1.74)
Inner Circle
Oracle Corporation closed its $10 billion equity offering on November 4, 2026, alongside a concurrent $10 billion debt offering, fulfilling a $20 billion capital-raising plan announced at its Investor Day.
Lendlease
Lendlease watch for buying support above $2.40.
China Tech
Global X China Tech oversold and value emerging.
Artificial Intelligence
Global X Artificial Intelligence add to watchlist
Global Cyber Security
Betashares Global Cybersecurity add to watchlist
Global Semiconductor ETF
VanEck Global Semiconductor add to watchlist
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