Astera Labs

NAS:ALB designs semiconductor connectivity solutions (including Scorpio fabric switches, Aries signal conditioners, and Leo memory controllers) for AI data centers.

  • Third-Quarter 2026 Results: Posted record Q3 revenue of $584.9 million (up 154% year-over-year) and non-GAAP EPS of $1.32, beating analyst expectations.
  • Q4 2026 Outlook: Projected revenue of $730 million to $750 million with non-GAAP EPS between $1.62 and $1.66

Inner Circle

Intel Corporation – Common

Regulatory Form 4 filings revealed that CEO Lip-Bu Tan made a decisive open-market purchase of 150,000 shares of INTC on 2 November 2026 at a weighted-average price of $64.7312 per share, committing approximately $9.71 million in personal capital. Tan now indirectly holds 1,464,669 shares through a family trust. Operationally, Intel released PDK 0.9 for its next-generation Intel 14A process node to early foundry customers, targeting PDK 1.0 availability in Q1 2027.

NAB

National Australia Bank

FY26 Full-Year Results: NAB announced full-year cash earnings of $6.14bn, down 13.4% on FY25, heavily impacted by $949m in large notable items. Excluding these notable items, underlying cash earnings were essentially flat at $7.09bn. Net interest margin (NIM) proved resilient, rising 6 bps to 1.80%. Credit impairment charges stepped up 86% to $1.55bn, which included a $403m top-up to forward-looking economic provisions. The Board maintained the final dividend at 85 cents per share fully franked.