ET

>PRESIDENT TRUMP is scheduled to make an announcement FRIDAY at 5pm ET from the Oval Office That's not a bullish time

Data center firm Applied Digital Q1 revenue beats estimates 16:13:25 PM ET, 10/09/2025 - Reuters Overview \* Applied Digital fiscal Q1 revenue up 84% yr/yr, beating analyst expectations \* Adjusted EPS for fiscal Q1 beats consensus \* Company finalized new lease with CoreWeave for 150 MW at Polaris Forge 1 Outlook \* Company expects Polaris Forge 1 to generate $11 bln in revenue over 15 years \* Applied Digital aims for $500 mln annualized NOI once Polaris Forge 1 is operational \* Company targets $1 bln NOI within five years Result Drivers \* LEASE AGREEMENT - Finalized a new lease with CoreWeave for an additional 150 MW at Polaris Forge 1, securing $11 bln in prospective lease revenue \* HPC HOSTING - Revenue increase primarily driven by $26.3 mln from tenant fit-out services in HPC Hosting Business Key Details Metric Beat/Mis Actual Consensu s s Estimate Q1 Beat $64.20 $51 mln Revenue mln (9 Analysts ) Q1 Beat -$0.03 -$0.15 Adjusted (9 EPS Analysts ) Q1 EPS -$0.11 Q1 -$7.60 Adjusted mln Net Income Q1 Net -$27.80 Income mln Analyst Coverage \* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", no "hold" and no "sell" or "strong sell" \* The average consensus recommendation for the blockchain & cryptocurrency peer group is "buy" \* Wall Street's median 12-month price target for APLD is $23.00, about 21.5% below its October 8 closing price of $27.94 Press Release:For questions concerning the data in this report, contact [Estimates.Support@lseg.com](mailto:Estimates.Support@lseg.com). For any other questions or feedback, contact .(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

higher lows on SPY after 11am ET. bullish?

Et leaps

Key Events: • 8:30 AM ET: Initial Jobless Claims (Forecast:223K, Previous: 218K) - A key indicator of labor market health • 8:30 AM ET: Fed Chair Powell Speaks - Potential hints on future monetary policy direction Other Important Economic Events to Watch • 8:30 AM ET: Continuing Jobless Claims (Forecast:1,930K, Previous: 1,926K) - Ongoing unemployment benefit claims • 8:35 AM ET: FOMC Member Bowman Speaks - Insights on economic outlook and monetary policy • 11:00 AM ET: Construction Spending (Forecast:-0.1%, Previous: -0.1%) - Indicator of economic activity in the construction sector • 12:00 PM ET: WASDE Report - USDA forecasts on agricultural supply and demand • 12:45 PM ET: Fed Vice Chair for Supervision Barr Speaks - Regulatory perspective on financial system • 1:00 PM ET: Atlanta Fed GDPNow - Running estimate of real GDP growth for the current quarter • 1:00 PM ET: 30-Year Bond Auction (Previous:4.651%) - Gauge of long-term government borrowing costs • 3:45 PM ET: FOMC Member Bowman Speaks - Additional commentary on monetary policy • 4:30 PM ET: Reserve balances with Federal Reserve Banks (Previous:2.980T) - Indicator of banking system liquidity • 4:30 PM ET: Fed’s Balance Sheet (Previous:6,587B) - Overview of Federal Reserve’s assets and liabilities Other Economic Events to Watch • 8:30 AM ET: Jobless Claims 4-Week Avg. (Previous:237.50K) - Smoothed trend in weekly jobless claims • 10:00 AM ET: Wholesale Trade Sales (Previous:1.4%) - Measure of sales at the wholesale level • 10:00 AM ET: Wholesale Inventories (Forecast:-0.2%, Previous: -0.2%) - Indicator of future production levels • 10:30 AM ET: Natural Gas Storage (Forecast:76B, Previous: 53B) - Weekly change in natural gas inventories • 11:00 AM ET: CB Employment Trends Index (Previous:106.41) - Composite measure of labor market indicators • 11:30 AM ET: 4-Week Bill Auction (Previous:4.060%) - Short-term government borrowing costs • 11:30 AM ET: 8-Week Bill Auction (Previous:3.960%) - Additional measure of short-term government borrowing costs Good luck! 🤗

GKOS if it dips. ET as a defensive and dividend play given 8% yield. VKTX because of M&A potential.

say it with me...*DAMP ET* 🤌

2k comments before 9am ET. This is going to be a fun day

No, RKLB spike started just after 4am ET, ASTS didn't pop until the release at 7:30am

PO ET from the FlOOR UP!

Po et

$poet POET Technologies Announces Closing of US$75 Million Investment to Accelerate Growth in AI Connectivity Solutions October 07, 2025 09:23 ET  | Source: [POET Technologies Inc.](https://www.globenewswire.com/en/search/organization/POET%2520Technologies%2520Inc%C2%A7) [https://www.globenewswire.com/news-release/2025/10/07/3162631/0/en/POET-Technologies-Announces-Closing-of-US-75-Million-Investment-to-Accelerate-Growth-in-AI-Connectivity-Solutions.html](https://www.globenewswire.com/news-release/2025/10/07/3162631/0/en/POET-Technologies-Announces-Closing-of-US-75-Million-Investment-to-Accelerate-Growth-in-AI-Connectivity-Solutions.html)

$CLOV Counterpart Health Expands Leadership to Accelerate Enterprise Partnerships and Regional Adoption of AI-Powered Platform Counterpart Assistant # New VP Blaine Lindsey to Drive National Enterprise Growth; Gulf Region President Shannon Jacobs to Scale Operations in High-Need Markets October 06, 2025 16:30 ET  | Source: [Clover Health Investments, Corp.](https://www.globenewswire.com/en/search/organization/Clover%2520Health%2520Investments%CE%B4%2520Corp%C2%A7) [https://www.globenewswire.com/news-release/2025/10/06/3162116/0/en/Counterpart-Health-Expands-Leadership-to-Accelerate-Enterprise-Partnerships-and-Regional-Adoption-of-AI-Powered-Platform-Counterpart-Assistant.html](https://www.globenewswire.com/news-release/2025/10/06/3162116/0/en/Counterpart-Health-Expands-Leadership-to-Accelerate-Enterprise-Partnerships-and-Regional-Adoption-of-AI-Powered-Platform-Counterpart-Assistant.html)

Et fromage

My favorite part of the day is logging into these threads at 4pm ET and seeing if a stock I own somehow won the lottery.  New big contracts, mergers, big news, etc.  It's like finding cash in an old coat.

Call volumes for US equity and index options exceeded 52.4 million as of 4 p.m. ET, setting a new daily record. There’s your explanation for why it ended flat

Monday- hamas will go against the admins deadline on Sunday 6 ET, war breaks out, we dip back to 665

>BREAKING: Trump says Hamas has by this Sunday at 6PM ET to agree to his deal or "all HELL" will break out. October 7th is Tuesday. Yall get this is scripted yet?

probably my worst week. Paper handed good trades and held bad trades too long. Thought I was about to break even but hey maybe not this time. $ET to $18 by next week 🙏🏾

markets were design to drop at 8:30am ET, but the report never came out. So, we pump at open

U.S. SEPTEMBER NONFARM PAYROLLS DUE 8:30 A.M. ET DELAYED DUE TO GOVERNMENT SHUTDOWN The Bureau of Labor Statistics said it won't release or collect any economic data during a government shutdown. Buy weekly calls.

U.S. Jobless Claims Due 8:30 a.m. ET Delayed Due to Government Shutdown uh huh

I'm mostly interested how long we are still gonna pump AI. I get it, big funds (SoftBank, Silverlake and et cetera) are balls deep into AI companies, and want to exit during ATH, but where the fuck money comes from to maintain their credit lines?