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Enphase fell 10% after hours after Q3 revenue declined 28.5% YoY to $293.3M and U.S. sell-through fell 35%. Q4 revenue guidance of $225M-$255M assumes sell-through drops another 10%, signaling residential-solar weakness is still flowing through demand. $ENPH

Robinhood's Q3 revenue hit a record $1.42B, up 12% YoY, while net income fell 14% to $476M. The mix shifted: event-contract revenue rose over 6x to $173M and options grew 31%, offset by a 55% drop in crypto revenue. Platform assets reached $396B. $HOOD

Clearwater Paper fell 31.0% by 2:58 p.m. ET Tuesday, the largest regular-session loss in a broad U.S. stock/ETF scan. Q3 sales fell 3.5% YoY to $384.9M. Its Augusta mill disruption continued into October; nine-month adjusted EBITDA dropped to $18M from $87.4M. $CLW

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The $70B five-year Treasury auction cleared Tuesday at 4.845%. Bid-to-cover rose to 2.33 from 2.21 in September; indirect share increased to 60.0% from 54.3%, while dealers took 10.6% versus 15.8%. The sale tested demand ahead of Wednesday's Fed decision.

Virgin Galactic now expects its lead Delta-class ship's first commercial flight in early Q2 2027, versus February previously, citing added avionics integration and validation time. The ship is set for captive-carry transfer to Spaceport America Wednesday. $SPCE

Oracle and NVIDIA said Tuesday that Vera Rubin NVL72 systems and Vera CPUs are now generally available on OCI; planned Superclusters would scale to multiple gigawatts. OpenAI is bringing Vera CPUs into production on OCI for agent workloads. $ORCL

AMD rose 4.2% by 10:55 a.m. ET after saying its first Helios systems are installed and being tested at Meta; Instinct GPUs already run production workloads. AMD will invest $1B in Meta’s equity offering, adding an ownership tie to their 6-GW AI pact. $AMD

Kiniksa was up 17.9% at $86.01 by 9:50 a.m. ET Tuesday after Q3 ARCALYST revenue increased ~58% YoY to $286M and net income reached $47.3M from $18.4M. It raised 2026 ARCALYST revenue guidance to $1.045B-$1.050B from $980M-$995M. $KNSA

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SoFi's Q3 adjusted net revenue rose 44% YoY to $1.37B; adjusted EBITDA climbed 70% to $470M and members grew 35% to 17.1M. It raised 2026 adjusted net revenue guidance to ~$5.04B. Its first 2027 outlook targets ~$6.4B adjusted net revenue and $0.90 EPS. $SOFI

UPS Q3 revenue rose 6.7% YoY to $22.9B, while adjusted EPS fell 2.9% to $1.69 but beat consensus. It raised 2026 revenue guidance to ~$92.6B from ~$91.2B and adjusted free cash flow to ~$6.1B. Growth across all three segments pairs firmer demand with lower earnings. $UPS

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JetBlue jumped 9.5% after hours after Q3 revenue rose 21.1% YoY to $2.81B and RASM gained 18.4%, even as fuel cost per gallon climbed 57%. It guides Q4 RASM +18%-22% with ex-fuel CASM between -1% and +1%, putting pricing gains against a still-high fuel bill. $JBLU

Bank of America, Blackstone, Citi and Morgan Stanley announced a $63B financing structure for Broadcom AI hardware to be leased to Anthropic via an SPV. Deliveries start in 2027, linking bank and private capital to long-term AI infrastructure demand. $AVGO

Welltower's Q3 normalized FFO rose 24.6% YoY to $1.67/share; same-store NOI grew 15.8%, led by 21.0% in senior housing operations. It raised 2026 normalized FFO guidance to $6.47-$6.53. Closed or contracted pro rata investments reached $21B YTD. $WELL

Cadence's Q3 revenue rose 22% YoY to $1.633B; recurring revenue grew 18% and backlog hit a record $8.2B. It raised 2026 revenue growth outlook to 21% and non-GAAP EPS guidance to $8.37-$8.43. Of backlog, $4.2B is expected within 12 months. $CDNS

Noble's Q3 revenue fell 8.6% YoY to $729M, while adjusted EBITDA dropped 20.9% to $201M and adjusted EPS swung to a $0.57 loss. The offshore driller added ~$560M of contract awards, taking backlog to $6.7B, but raised 2026 capex guidance to $680M-$705M. $NE