Cloudflare led a cybersecurity rally, and Meta’s after-hours report is the decision point for the week.
Movers with a reason#
- NET — $307.22, +5.32% | security names rallied after a critical PHP flaw sparked a patching scramble (Yahoo Finance) | Hold (medium) — Q3 report Nov 5
Company news worth knowing#
- META — $697.52, +0.47%; +2.1% after hours | Q3 revenue $64.6B (+26%), Q4 guide $73–76B; 2026 capex narrowed to $135–145B; $9.89B teen-litigation charge pushed free cash flow to −$2.1B; new non-voting Class C stock effective January 2027 (Meta IR) | Hold (medium) — core ads are strong, but negative FCF and dilution-ready share class cap upside
Quiet: MSFT +0.2%, AMZN −0.1%, RDDT −1.5%.
Earnings: MSFT Oct 28; AMZN and RDDT Oct 29; NET Nov 5.