WS #13567
Trade Desk -22% on revenue miss, Atlassian +33% on RPO surge, Twilio +15.7% on guidance, Roku beat revenue, Microchip raised guidance, Cloudflare popped on earnings beat. Fed's Musalem says inflation too high, balance of risks tilted to higher price pressures, wrong to keep policy easy; supports dollar and pressures rate-sensitive sectors. White House confirms 15% ad valorem tariff on polysilicon derivatives plus minimum import prices, effective Dec 4, 2026; impacts solar and semiconductor supply chains. SpaceX and Tesla to invest $16.8B in Terafab, world's largest chip plant in Texas, for AI inference and robotics chips; signals vertical integration in semiconductors.
After-Hours Earnings Movers
Trade Desk -22% on revenue miss, Atlassian +33% on RPO surge, Twilio +15.7% on guidance, Roku beat revenue, Microchip raised guidance, Cloudflare popped on earnings beat.
Fed's Musalem says inflation too high, balance of risks tilted to higher price pressures, wrong to keep policy easy; supports dollar and pressures rate-sensitive sectors.
White House confirms 15% ad valorem tariff on polysilicon derivatives plus minimum import prices, effective Dec 4, 2026; impacts solar and semiconductor supply chains.
SpaceX and Tesla to invest $16.8B in Terafab, world's largest chip plant in Texas, for AI inference and robotics chips; signals vertical integration in semiconductors.