Retail just had its biggest single-day stock dump since the COVID crash

“Our new product launches this quarter, including additions to the Monster Energy®, Java Monster®, Mother® and FLRT™ product lines, reflect our ongoing commitment to innovation alongside the continued growth of our core offerings.

Four brands got new SKUs in a single quarter, including the newer FLRT line, which is how the $93.7 billion beverage maker intends to defend shelf space as Celsius pushes harder into its category. Watch whether the launches show up as core volume growth in the next earnings report.

“Our net sales to customers outside the United States increased 28.1 percent in the 2026 third quarter to approximately 47 percent of total net sales. LATAM, in particular, had a solid 2026 third quarter with net sales increasing 48.8 percent in dollars, primarily driven by our operations in Brazil.

Monster is weeks away from overseas becoming the majority of its revenue, and Brazil is doing the heavy lifting. For a $93.7 billion company, the growth story now lives outside the saturated US energy drink aisle.

“We delivered another quarter of strong top-line performance in both our domestic and international markets, with record quarterly net sales increasing 16.7 percent to $2.56 billion.

Mid-teens growth at a $93.7 billion beverage incumbent answers the question investors kept asking about Celsius taking share: Monster is still expanding at home and abroad at once. Watch whether international momentum holds into the next quarter.

“Our contract with Doosan Enerbility to fabricate the upper reactor coolant system of the NPM moves our Nuclear Regulatory Commission-approved design into actual build and sets the foundation for all modules to follow.

Metal is finally being cut on NuScale's licensed design, the step that separates a $1.8 billion paper reactor company from a manufacturer. Hopkins framed the Doosan order on the third quarter earnings call as the template for every module that follows, so delivery timelines now matter more than permits.

“This was a significant quarter for NuScale as we progressed from development to physical production of our first commercial NuScale Power Module.

CEO John Hopkins says hardware for the first commercial Power Module is now being built, the milestone that separates approved reactor designs from deliverable ones. For a $1.8 billion company whose value rests on getting modules into customers' hands, that shift in the third quarter is the thing to track.

“Christian has consistently proven he can lead global go-to-market organizations through periods of rapid expansion with discipline, operational rigor, and a steadfast focus on customers. He shares our belief in Cloudflare's mission and in the size of the opportunity in front of us. We are excited to have him on board for this next chapter.

A new global go-to-market leader arriving alongside third quarter results signals Cloudflare is building a sales machine for a much larger enterprise push, and execution on that hire is what a $78.9 billion valuation now rides on. Shares have slipped 1.36% since the remarks.

“The third quarter was Cloudflare's best quarter ever. We crossed $3 billion in annualized revenue with revenue of $782 million, up 39% year over year. We accelerated growth, delivering our fastest revenue growth in nearly four years, while expanding profitability.

Growth reaccelerating at a $79 billion company is the rare setup, and Cloudflare just posted its fastest expansion in nearly four years while margins widened at the same time. Shares have slipped since, so the market is still pricing the AI and security demand story.

“EOG delivered an outstanding third quarter, achieving record oil, NGL, and natural gas production while maintaining cost discipline as total per-unit cash operating costs and DD&A came in below guidance midpoints. Combined with strong price realizations, these results translated into robust financial performance.

Record volumes across oil, NGLs and gas usually come with cost creep, but Yacob says per-unit cash operating costs and DD&A both landed under guidance midpoints in the third quarter. For a $76.2 billion producer, that combination is the margin story shale investors have been waiting on.

“EOG's business and the outlook for the company have never been stronger. We are pleased to announce an 8% increase in our regular dividend. The increase reflects both the confidence in our business and our ability to support the higher dividend through commodity price cycles.

Income investors get a raise from a $76.2 billion producer that says the payout holds up even when crude rolls over, a claim most shale operators have not been willing to make. Yacob tied the hike to the third quarter results, so the cash flow backing it is on the table now.

“First, we signed a new long-term gas sales agreement expanding our access to premium markets. Linked to JKM pricing, this agreement lifts our premium-priced exposure across LNG feedgas contracts to more than 1 billion cubic feet per day by 2030. Second, we approved the expansion of our Janus gas processing plant in the Delaware Basin.

Tying more than a billion cubic feet a day of gas to Asian JKM pricing by 2030 pulls EOG away from the Waha and Henry Hub discounts that have punished Permian gas producers. The Janus processing expansion in the Delaware Basin is the plumbing that makes those volumes deliverable.

“At SkyWater, we were pleased to welcome Qolab, founded by Nobel Prize winner John Martinis, as a new quantum customer. We also extended our multi-year collaboration with D-Wave and launched our OnRamp Foundry Initiative to accelerate quantum startups from laboratory prototype to commercial manufacturing.

De Masi is turning the SkyWater acquisition into a revenue stream from rivals, with D-Wave renewing and a new foundry program courting quantum startups that need manufacturing. That makes IonQ a picks-and-shovels supplier to the sector alongside its role as a competitor in it, right as IBM's Anderon spinoff moves into the same foundry lane.