Techage covers large-cap filings, earnings, and the language that moves the tape. • Breaking prints and File notes on X • Large-Cap File on Substack (Mon/Wed/Fri when there’s a real change) • Facts first. No hype cycle. Start here → techworld2.substack.com #Techage #Markets #Earnings

When you're dead, you don't know you're dead. The pain is felt by others. The same thing happens when you're stupid. #Techage #Quotes #Wisdom #Humor

Apple unveiled a new 24-inch iMac and 14-inch MacBook Pro, both with M6 and Wi-Fi 7. iMac starts at $1,499, MacBook Pro at $1,999 (US). Preorders open Oct 28 at 10:10 AM PT; availability begins Nov 6. #Techage #Apple #Mac #iMac #MacBookPro

US consumer confidence rose 7.5 pts to 91.7 in October vs ~81 expected (Conference Board). Sept revised to 84.2. Expectations rose to 72.6. Easing gas prices helped, but plans to spend on services and durables fell. #Techage #ConsumerConfidence #Economy #Fed #Markets

Cadence Q3: revenue $1.633B (+22% y/y), non-GAAP EPS $2.11, record $8.2B backlog. Third FY26 outlook raise: ~21% growth, non-GAAP EPS $8.37–8.43. CFO cites AI-driven designs. Board adds $2.5B buyback. #Techage #Cadence #AI #Semiconductors #Earnings

Royal Caribbean Q3: adj EPS $6.57 vs $5.75 a year ago. Revenue +9% to $5.6B; 2.7M guests, +9%. Full-year adj EPS guide raised to $17.85–17.95, partly offset by higher fuel and currency costs. #Techage #RoyalCaribbean #Travel #Cruises #Earnings

Corning Q3: core sales +19% to $5.08B, core EPS +36% to $0.91. Optical Communications +44% to $2.38B; Gen AI sales more than doubled. Q4 guide: core sales $5.2–5.3B, core EPS $0.96–1.00. #Techage #Corning #AI #DataCenters #Earnings

GM is moving its stock listing from the NYSE to Nasdaq. Last NYSE day is Nov 16; Nasdaq trading starts Nov 17. Ticker stays GM; no shareholder action needed. Opens a path to possible Nasdaq-100 inclusion. #Techage #GM #Nasdaq #NYSE #Stocks

PayPal Q3: revenue $8.58B vs $8.71B expected (LSEG), but adjusted EPS $1.45 beat $1.31. Raised 2026 adj. EPS guide to ~$5.60 from ~$5.38; Q4 adj. EPS seen ~$1.43. Payment volume $487.1B. #Techage #Earnings #Fintech

UPS Q3: revenue +6.7% to $22.9B, adjusted EPS $1.69 vs $1.63 expected (LSEG). Raised 2026 guide: revenue ~$92.6B (from $91.2B), adj. EPS ~$7.28 (from $7.22). Q4 revenue seen ~$25.7B. #Techage #Earnings #Logistics

Boeing Q3: revenue $24.2B, up 4%. Net loss narrowed to $116M from $5.34B a year ago. Core loss $0.34/share. Free cash flow $0.5B. Record $745B backlog. 737-7 and 737-10 certified; Navy picked Boeing for F/A-XX. #Techage #Boeing #Earnings #Aerospace

Coca-Cola Q3: net revenue +7% to $13.4B, organic +7%. Comparable EPS +11% to $0.91. Unit case volume +5%, operating margin 33.4% vs 32.0%. Value share gains in ready-to-drink, and full-year guidance raised. #Techage #Earnings #CocaCola

Nvidia will invest $3B in Meta's equity offering as the two expand work on Meta's Muse AI agents and models. Meta also plans to deploy more Nvidia Vera Rubin, Vera CPUs, Spectrum-X networking and BlueField-4. #Techage #Nvidia #Meta #AI #AIAgents

South Korea's Q3 GDP grew 1.0% q/q, beating the 0.7% forecast, as AI-driven chip exports and fab investment surged. But private consumption fell 0.2%, its first drop in nearly four years. #Techage #Korea #GDP #Semiconductors #AI

Russia hit Kyiv with ballistic missiles Monday, striking a university dorm area by Lisova metro, homes, a school and two medical facilities. Mayor Klitschko: 1 killed, 10 injured, mostly students. Toll not final. #Techage #Ukraine #Kyiv #Russia

Apple says it will replace iPhone Duo units with inner-display problems through AppleCare, citing an issue affecting a "small number" of units. It hasn't named a cause; owners reported bright lines near the hinge. #Techage #Apple #iPhone #Foldables

9th Circuit dismisses DOJ's emergency bid to make California set aside mail ballots from 20,000+ voters DOJ calls "likely noncitizens." A ruling on jurisdiction, not the merits; case returns to district court. #Techage #Elections #Courts

DoorDash is in advanced, exclusive talks to acquire Instacart in a deal that could value it at about $17B, people familiar with the matter say. A deal could come as soon as Wednesday but isn't guaranteed. #Techage #MAndA #Delivery

Universal Music Group held preliminary talks earlier this year with Apollo, TPG and Blackstone about going private, Bloomberg reports, citing people familiar. Reuters could not immediately verify the report. #Techage #MusicIndustry #PrivateEquity

Former FBI Director James Comey has been charged a third time. A federal criminal complaint in DC accuses him of transmitting national defense information to a reporter via co-conspirators, and conspiring to do so. #Techage #DOJ #Comey #NationalSecurity

BofA, Blackstone, Citi & Morgan Stanley line up $63B to finance Broadcom AI chips for Anthropic via an SPV that buys the gear and leases it. Broadcom backs the first lien. Reuters: one of the largest AI debt deals. #Techage #AI #Semiconductors #Broadcom