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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

Mike V's (@TVMTrader ) Power Hour (Oct 26), 4 setups into the close: $RBRK at an all-time high with calls and volume $CVE very, very clean in energy $DAL the strongest airline $RPD $DXC small tech running again. Not investment advice. youtube.com/watch?v=3RB5t0mC…

Rambus posted record Q3 revenue of $218.3M, up 22% YoY, as product revenue rose 22% to a record $114.3M. GAAP EPS reached $0.69. Q4 guidance calls for $227M-$233M of revenue and $0.68-$0.76 GAAP EPS, pointing to another sequential revenue high. $RMBS

Celestica's Q3 revenue jumped 83% to $5.83B, while adjusted EPS rose 109% to $3.30, both above guidance. It raised its 2026 revenue outlook to $21B and sees $40B in 2027, implying 90% growth as data-center infrastructure demand accelerates. $CLS

WuXi AppTec raised its 2026 revenue target to RMB61.0B-RMB61.9B from RMB58.5B-RMB60.5B after nine-month revenue rose 38.6% to RMB45.54B. Backlog from continuing operations grew 36.4% to RMB76.74B; related revenue is now expected to grow 40%-42%. 2359.HK

Fair Isaac fell 14.5% to $697.35 by 2:56 p.m. ET Monday after holding its 2027 mortgage-score bundle at $10 for Preferred Program lenders. It includes Classic FICO and FICO 10T; analysts cut targets as flat pricing challenged growth expectations. $FICO

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Verizon fell 4.0% to $42.88 by 1:52 p.m. ET despite Q3 adjusted EPS of $1.31 and 406,000 postpaid phone net adds, its best Q3 in five years. Revenue rose 1.5% to $34.3B but missed forecasts; 2026 adjusted EPS guidance rose to $5.04-$5.06. $VZ

Brazil's Ibovespa fell over 15% Monday, its biggest drop since 1998, after Lula won reelection with 51.8% of valid votes. B3 halted trading for 30 minutes at the 10% circuit-breaker threshold; the real slid over 11% early as investors repriced fiscal risk.

Anthropic filed Monday for a Nasdaq IPO under the symbol ANT; share count and price range remain unset. Its S-1 shows H1 revenue of $16.29B versus $1.16B a year earlier. The $80.75B net loss included $72.4B of fair-value charges on convertibles, derivatives and SAFEs.

HealthSpan Partners agreed Monday to acquire Surgery Partners at ~$5.7B enterprise value. Non-Bain holders get $23.50 cash per share; Bain's ~39% stake rolls into equity. Closing is targeted for Q1 2027, subject to shareholder and regulatory approvals. $SGRY

Meta launched ~$35B of underwritten equity offerings Monday: $22.5B of Class A common stock via forward sales and ~$12.5B of mandatory-convertible preferred depositary shares. It also plans a ~$60B Class C ATM program as it targets $135B-$145B of 2026 capex. $META