Joby Aviation is reporting its third-quarter results, with investors keenly watching its ability to scale production to meet the high demand for its electric air-taxis. CEO JoeBen Bevirt has indicated demand significantly outstrips current production capacity, while CFO Rodrigo Brumana highlighted that initial markets alone could absorb output for a considerable period. Analysts anticipate revenue of approximately $40.42 million and a loss of $0.25 per share, as Cathie Wood's ARK Invest continues to buy shares despite a significant year-to-date stock decline.

Factory Mutual Insurance Co. increased its stake in Cadence Design Systems (NASDAQ:CDNS) by 13.8% in the third quarter, acquiring 37,200 additional shares to bring its total holdings to 306,671 shares valued at $101.3 million. Institutional investors collectively own 84.85% of Cadence shares. The software maker recently beat quarterly earnings and revenue expectations, reporting a 22% year-over-year revenue increase, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $410.05.

Broadridge Financial Solutions (BR) reported strong Q1 2027 results, with recurring revenue up 11% constant currency and total revenue up 5% to $1.7 billion. Despite a 200 bps dip in adjusted operating income margin due to lower event-driven revenue and higher growth investments, adjusted EPS rose 3% to $1.56, aided by a lower tax rate and share count. The company reaffirmed its fiscal '27 guidance, expecting recurring revenue growth of 6-8% and adjusted EPS growth of 8-12%, driven by strong closed sales, share repurchases, and significant AI savings.

Factory Mutual Insurance Co. increased its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 9.4% in the third quarter, acquiring an additional 3,350 shares to hold a total of 38,807 shares valued at $52.3 million. This comes as Monolithic Power Systems reported strong third-quarter results, beating EPS and revenue estimates due to high demand for AI infrastructure and communications products. Despite positive sentiment and analyst ratings, potential risks include valuation concerns and an ongoing investigation by Rosen Law Firm.

Corning Incorporated has launched a new optical connectivity manufacturing facility in Pune, India, expanding its capabilities for data centers and telecommunications networks. This move strengthens Corning's presence in India, building on its existing optical fiber plant, and aligns with the company's Springboard Plan to achieve significant sales growth and support India's digital infrastructure development. Corning plans to bring additional manufacturing capacity online in 2027 and targets an annualized sales run rate of US$ 20 billion by the end of 2026.

WISeQey (WSKEF) reported preliminary unaudited consolidated revenue of $17 million for the nine months ended September 30, 2026, a 55% increase year-over-year, and reaffirmed its FY 2026 revenue guidance of $27 million to $36 million. The growth was primarily driven by its subsidiary SEALSQ, with significant contributions from secure-element products and PKI services, alongside the integration of IC’Alps. The company is also progressing with its Quantisimo business combination and strategic investments in quantum and post-quantum technologies.

SLB has introduced its ChampionX™ nano-enabled chemical technology portfolio, aiming to enhance oil and gas production from existing assets and reduce operating costs. The initial offering, Extended Release™ technology, provides more than twice the treatment life for scale protection compared to conventional methods, minimizing intervention frequency. This nanotechnology platform is expected to expand with solutions for production optimization, flow assurance, and enhanced recovery.

First Nebraska Trust Co has acquired a new position in Hewlett Packard Enterprise Company (NYSE:HPE), purchasing 93,832 shares valued at approximately $5,994,000 during the third quarter. Other institutional investors also modified their holdings, while analysts maintained a "Moderate Buy" rating with a consensus price target of $65.44. The company reported strong Q3 earnings and announced a quarterly dividend.

First Nebraska Trust Co initiated a new position in Netflix, Inc. (NASDAQ:NFLX) during the third quarter, acquiring 52,285 shares valued at approximately $3.64 million. Other institutional investors also adjusted their holdings, while company insiders sold 55,980 shares worth about $3.97 million over the past quarter. Netflix reported third-quarter EPS of $0.87, beating estimates, with revenue matching expectations at $12.87 billion, an 11.9% increase year-over-year.

First Nebraska Trust Co has acquired a new stake of 25,371 shares in Motorola Solutions, Inc. (NYSE:MSI) during the third quarter, valued at approximately $11.314 million, making it the 24th largest position in their portfolio. Other institutional investors also increased their holdings in MSI, while some corporate insiders sold shares. Analysts have set a consensus "Buy" rating for Motorola Solutions with a target price of $530.10.