Today is Thursday, November 5, 2026.

The Early Bird Index today is 80.51.

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While Qualcomm $QCOM ( ▲ 5.33% ) posted good financial results on Wednesday, shares fell 7.47% in after-hours trading due to challenges with the revenue handoff from handsets to automotive.

Financials: Qualcomm reported earnings of $2.17 per share in the past quarter and revenue of $10.3 billion. Both were better than expected.

Powering the Story: Automotive revenue surged 89%, but revenue for Qualcomm’s handset business declined 26%.

Early Bird’s Nest Egg Gains: A memory-chip shortage is hurting Android phones, and Apple $AAPL ( ▲ 5.31% ) is replacing Qualcomm modems with its own chips. Both factors are hurting handset revenue.

Final Thoughts: Qualcomm’s stock is in the red over the past 12 months.

Are you ready to reach holiday shoppers on CTV? For many streamers, the season is already underway.

Last year, according to Roku internal data, holiday content searches on Roku saw an 86% increase during October. And in November, those searches rise an average of 39% weekly. This surging holiday spirit is mirrored by consumer activity, as about half of Roku streamers shopped Black Friday and Cyber Monday deals in 2025.

Meeting those shoppers is easier than you might think. Begin with the seasonal outcome you hope to drive: awareness, online sales, leads, store visits, or another measurable goal. From there, define your audience, upload your creative, set the budget and campaign dates, and establish measurement before launching. You can even create a shoppable ad unit that lets streamers buy with a click of their remote.

Our holiday playbook offers a month-by-month guide to reaching shoppers during this all-important time of year.

First-time spenders get a $5,000 match on the first $5,000 spent with code BEEHIIV5K. Terms apply.

Launch your campaign today.

Notable Earnings Today: Airbnb (Nasdaq: ABNB), Cloudflare (NYSE: NET), Affirm (Nasdaq: AFRM), Live Nation (NYSE: LYV), Lyft (Nasdaq: LYFT), Mattel (Nasdaq: MAT), Ralph Lauren (NYSE: RL), The Cigna Group (NYSE: CI), Atlassian (Nasdaq: TEAM), Molson Coors Brewing (NYSE: TAP), Microchip (Nasdaq: MCHP), Simon Properties (NYSE: SPG), Sony (NYSE: SONY), 10x Genomics (Nasdaq: TXG), Unity Software (NYSE: U), Kratos Defense and Security (Nasdaq: KTOS), Cardinal Health (NYSE: CAH), Iovance Biotherapeutics (Nasdaq: IOVA), Doximity (NYSE: DOCS), MP Materials (NYSE: MP), Air Products (NYSE: APD), Akamai Tech (Nasdaq: AKAM), Ameren (NYSE: AEE), American Healthcare REIT (NYSE: AHR), ArcelorMittal (NYSE: MT), Axon (Nasdaq: AXON), Becton Dickinson (NYSE: BDX), ConocoPhillips (NYSE: COP), Cummins (NYSE: CMI), Devon Energy (NYSE: DVN), DTE Energy (NYSE: DTE), Duke Energy (NYSE: DUK), EOG Resources (NYSE: EOG), Evergy (Nasdaq: EVRG), Global Payments (NYSE: GPN), Guardant Health (Nasdaq: GH), Halozyme Therapeutics (Nasdaq: HALO), IonQ (NYSE: IONQ), Iron Mountain (NYSE: IRM), James Hardie (NYSE: JHX), Kimberly-Clark (Nasdaq: KMB), Lamar Advertising (Nasdaq: LAMR), MACOM Technology Solutions (Nasdaq: MTSI), Mettler-Toledo (NYSE: MTD), Parker-Hannifin (NYSE: PH), Pembina Pipeline (NYSE: PBA), Regency Centers (Nasdaq: REG), Reinsurance Group of America (NYSE: RGA), Rockwell Automation (NYSE: ROK), Sempra Energy (NYSE: SRE), Solventum (NYSE: SOLV), Southern Company (NYSE: SO).

Notable IPOs Today: N/A.

Notable Equity Crowdfunding Campaigns Ending Today: N/A.

Notable Economic Events Today: Jobless Claims (8:30 a.m. ET), Nonfarm Productivity (8:30 a.m. ET), Unit Labor Costs (8:30 a.m. ET), Fed's Balance Sheet (4:30 p.m. ET).

Real estate marketplace Zillow Group $Z ( ▲ 9.43% ) plunged 15.22% in after-hours trading on Wednesday after the company posted bad financial results.

Financials: Zillow reported earnings of 55 cents per share in the past quarter and revenue of $724 million. Both were lower than expected.

Final Thoughts: The company said it is in “one of the toughest housing markets in a generation.” Zillow’s stock has lost over half its value this year.

AppLovin $APP ( ▲ 10.69% ) surged 22.83% in after-hours trading after posting good financial results and providing a healthy financial outlook.

Financials: AppLovin reported earnings of $4.30 per share in the past quarter and revenue of $2.1 billion. Both were better than expected.

Final Thoughts: Investors are thrilled that AppLovin may finally be on the right track. This year, the stock was down 56%.

Blue Wave: Dow posts biggest gain of the year after Democrats take control of Congress (CBS News)

Blockchain Hopes Survive: Tokenization and stablecoins may weather Democrats' sweep as broader crypto rules face uncertainty (CoinDesk)

Major Breakup: CVS to Split Off Drugstore Business, Ending Its Bigger-Is-Better Era (New York Times)

Beautiful: E.l.f. Beauty posts 51% sales increase, raises full-year guidance (CNBC)

Next Big Protocol Upgrade: Bitcoin’s Great Consensus Cleanup soft fork targets legacy vulnerabilities (CryptoBriefing)

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