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Five9’s Q3 Beat Overshadowed by $325 Million Level AI Deal and Weaker Guidance

Contact-center firm Five9 delivered a Q3 beat and unveiled a $325M all-cash purchase of Level AI. Guidance and deal costs pressured the shares.

Five9’s Q3 Beat Overshadowed by $325 Million Level AI Deal and Weaker Guidance
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11/06/2026 · 4:34 AM
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Axon Stock Drops on Earnings Shortfall and Lower 2026 Outlook
11/06/2026 · 5:48 AM

Axon Falls as Q3 Miss and Dedrone Delays Overshadow $1.2 Billion Skydio Investment

Axon posted $909 million in Q3 revenue, up 28%, but lowered full-year growth to ~30% after $130 million in Federal Dedrone deployments were delayed.

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Wall Street Live — Friday, November 6
Featured/ 11/06/2026 · 5:05 AM

Wall Street Live — Friday, November 6

06:24 AM — Micron (MU) paused construction on its ~$4.5B Taiwan memory plant after a labor dispute over profit sharing. Existing ops continue normally, but the new AI-focused fab is on hold amid surging demand.

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Cloudflare Surges on Best Quarter Ever as Growth Accelerates to 39%
11/06/2026 · 4:53 AM

Cloudflare Surges on Best Quarter Ever as Growth Accelerates to 39%

Cloudflare posted $782.5M in Q3 revenue, up 39% year-over-year, crossing $3B in annualized revenue while raising its full-year forecast to $2.963–$2.964B.

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