Stock Movers Arista Networks Falls, Axon Drops Afterhours, AMD Fails to Impress
Nov 4, 2025
Join Carmen Reinecke, an Equities reporter and deputy team leader for U.S. equities at Bloomberg News, as she breaks down market shifts. Discover why Arista Networks slipped 11% after disappointing margin forecasts and learn about Axon's shocking 20% drop following a mixed earnings report and its $625 million acquisition of Carbyne. Carmen also analyzes AMD's lackluster revenue outlook, sparking concerns among investors amidst previous stock gains. Tune in for insights into market reactions and investor sentiment!
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Palantir's Post-Earnings Drop Explained
- Palantir fell nearly 8% despite beating and raising, showing 'buy the rumor, sell the news' dynamics.
- Carmen Reinecke notes Michael Burry's put purchases and CEO Alex Karp's statements may have amplified selling.
AMD Revenue Falls Short Of Lofty Hopes
- AMD's Q4 revenue guide of roughly $9.6 billion disappointed very lofty expectations after a huge pre-earnings rally.
- Carmen Reinecke notes this shortfall may explain muted investor reaction despite strong prior gains.
Arista Stock Drops On Margin Guidance
- Arista's shares dropped about 11% after its adjusted gross margin forecast missed analyst averages.
- Carmen Reinecke highlights margin guidance as the primary negative in an otherwise clean report.
