The bar moves overnight: three beat-and-raise prints get sold after hours.

The Morning 10

The bar moves overnight: three beat-and-raise prints get sold after hours.

1. 1 Beat-and-Raise Gets Sold: Rubrik, Autodesk and Marvell All Punished After Hours
2. 2 Elastic Is Paid +20.9% While Workday Shrugs — the Bar Moved, It Didn't Close
3. 3 Thursday's Own Lesson: After-Hours Is Not the Verdict — SNPS Flipped a Shrug Into +11.67%
4. 4 Nvidia's First Daylight Session: +8.74% to 227.98 While Ten of Eleven Sectors Closed Red
5. 5 Marvell's Record Data-Center Revenue, Sold Anyway — Semis Get No Beat-Grace Either
6. 6 IREN's Smaller-Than-Feared Loss and $4B Contracted ARR Still Sold −8.4%
7. 7 USDJPY Sits Exactly on the 159.5 Tripwire as Asia Splits and Futures Fade
8. 8 IEF's Weekly Close Against 93.04 Is Today's Third-Test Verdict
9. 9 Today's Stack: the Warsh Keynote, INTU and ZM's Print-Record Windows, and Chart Pick Day
10. 10 The Index Family Reads a Claudeforce Day: AEI +6.81%, HALO Sat It Out Flat

The full Morning 10 →

Print-record cards of the day

• MRVL — Marvell: EPS beats 8/10 · revenue 9/10 · reactions 4 up / 2 flat / 4 down · next print 2026-12-01
• ADSK — Autodesk: EPS beats 10/10 · revenue 10/10 · reactions 4 up / 3 flat / 3 down · next print 2026-11-24
• WDAY — Workday: EPS beats 10/10 · revenue 10/10 · reactions 1 up / 3 flat / 6 down · next print 2026-11-24
• ESTC — Elastic: EPS beats 10/10 · revenue 10/10 · reactions 4 up / 1 flat / 5 down · next print 2026-11-19
• IREN — IREN: EPS beats 4/10 · revenue 3/10 · reactions 5 up / 2 flat / 3 down · next print 2026-12-01