third-quarter

DeFi Technologies, a digital asset financial services company (NASDAQ: DEFT), announced its Q3 2026 financial report on November 12, with quarterly revenue of $18.3 million, a decrease of approximately 18% compared to $22.3 million in the same period last year; operating profit was $7 million, and net profit reached $22.3 million, with significant contributions to profit from trading gains and investment revaluation.Its subsidiary, Valour, a digital asset investment product issuer, achieved a net inflow of $26.1 million in Q3, with total management fees, staking, and lending income of $3.8 million. As of the end of September, Valour's assets under management reached $643.7 million, an increase of approximately 62% compared to the end of Q2. The company held approximately $159 million in cash, digital assets, and other investments as of the end of September, with digital asset reserves valued at approximately $48.2 million.

According to PR Newswire, Bit Digital, Inc. (NASDAQ: BTBT) announced its financial results for the third quarter of 2026 on November 12, 2026. As of September 30, 2026, the company held approximately 163,725.9 ETH, with a market value of about $439.4 million based on the closing price of ETH at approximately $2,684 on that day; of which 74,606.4 ETH were directly held, with a fair value of approximately $200.2 million.In the third quarter, the company staked 73,683 ETH in liquid staking, obtaining 66,192 LsETH; among them, 19,000 LsETH were used as collateral for a loan, listed on the balance sheet as $37.1 million in digital asset collateral receivables; the remaining 47,192 LsETH were accounted for as digital intangible assets, amounting to $98.3 million. In the third quarter, the company sold 1,625 ETH for $3.4 million, with an average selling price of approximately $2,114.62 per ETH, and did not purchase any ETH during the quarter.The company recorded a non-cash impairment of $3.2 million on LsETH for the quarter, which does not represent realized losses. As of September 30, 2026, the company held 27,043,750 shares of WhiteFiber, accounting for 59.7% of its total outstanding shares.

According to The Block, Nasdaq-listed Solana Company (stock ticker: HSDT) reported third-quarter revenue of 3.4 million USD, an increase from 700,000 USD in the same period last year. The quarterly revenue was primarily driven by its staking income from the SOL it holds.As of September 30, the company held approximately 2.4 million SOL, with a fair value of about 288.2 million USD.

AI cloud service provider CoreWeave (CRWV.O) reported a 167% year-over-year revenue increase in the third quarter to $3.66 billion, exceeding market expectations of $3.55 billion, with a loss per share of $1.27, better than the expected loss of $1.46. The company raised its full-year revenue guidance from $12.4 billion to $13.2 billion to a range of $13 billion to $13.3 billion. According to MSX.COM data, after the earnings announcement, CoreWeave's stock price rose by as much as 8.7% in after-hours trading, following a cumulative decline of over 40% in the previous month and a year-to-date decline of 32%.As of the end of June, CoreWeave's debt exceeded $50 billion, with a bond yield of about 15.2% due in 2030. The company's CEO stated that investments are based on signed customer contracts, and customer prepayments also help support data center construction, with the existing order backlog sufficient to cover debt obligations. Microsoft previously stated that some emerging cloud service providers' data center projects have been delayed, tightening project oversight and exiting some high-risk projects. After the U.S. midterm elections, several newly elected officials indicated they would slow down or halt data center construction. CoreWeave stated that it plans to expand revenue by launching new services and expanding into the Asian market.

TON Strategy Company (TONX), listed on NASDAQ, announced its Q3 2026 financial report, with revenue of $13.1 million, primarily from staking rewards of its GRAM treasury, down from $15 million in Q2. As of the end of the quarter, the company held approximately 235.1 million GRAM (formerly Toncoin), valued at $348.5 million, of which 232.9 million were staked, with an annualized gross yield of about 16%. During the same period, the company repurchased $5.7 million in stock and supported the TON network upgrade while launching the native Gram Wallet on Telegram.The financial report showed that TON Strategy had a net loss of $24 million for the quarter, which included an unrealized loss of $27.2 million on its GRAM holdings, compared to an unrealized gain of $82.8 million in the previous quarter. The company stated that it has made progress in cost structure efficiency after ending the business inherited from VERB. CEO Kevin Wilson mentioned that GRAM has been integrated into several existing services of Telegram, including advertising payments and creator monetization, with TON supporting on-chain ownership and transfer of Telegram usernames and gifts; the expansion of access to the native wallet is expected to make GRAM more convenient for payments and transfers, bringing more opportunities for consumer-grade applications based on TON.TON Strategy was formerly Verb Technology Company, which raised approximately $560 million in a deal led by Kingsway Capital in August 2025, transforming into a treasury company for The Open Network's native token, which was renamed Gram earlier this year. Pavel Durov, founder and CEO of Telegram, stated on X on Monday that over 700,000 self-custody wallets were created on Telegram in the past 48 hours. TONX's stock price rose 2.4% on Tuesday, with an annual increase of nearly 25%.

TeraWulf, a Bitcoin mining company listed on NASDAQ, announced its third-quarter financial report, revealing that its Bitcoin mining revenue dropped from $43.4 million in the same period last year to $13.2 million, a decrease of approximately 69%. During the same period, high-performance computing (HPC) leasing revenue reached $63 million, an increase of 774% compared to $7.2 million in the same period last year. Total revenue was $76.2 million, a year-on-year increase of 51%, with HPC leasing contributing 83%, compared to only 14% in the same period last year.The company's net profit attributable to shareholders for the third quarter was $709.9 million, which included a non-cash gain of $728.4 million from the fair value changes of warrants and derivative liabilities; operating losses widened from $24.7 million in the same period last year to $88.2 million, with adjusted EBITDA at negative $12.8 million. As of the end of the quarter, the company held approximately $2.4 billion in cash, cash equivalents, and restricted cash.TeraWulf previously signed a 20-year lease with Anthropic to provide approximately 401 megawatts of critical IT capacity for its Justified campus in Kentucky, with contract revenue of about $19 billion during the initial term. This week, the company announced it received credit backing from Google for project financing and signed an engineering, procurement, and construction agreement with Fluor Enterprises covering three data center buildings, with the first phase expected to be delivered by the end of 2027. As of September 30, its Lake Mariner campus in New York had already generated revenue from 102 megawatts of critical IT capacity, with an additional 336 megawatts under construction; the contracted power capacity at the Muskie campus in Kentucky has been increased from 500 megawatts to 1 gigawatt, pending regulatory approval.

According to Gate market data, Roblox (RBLX.N) fell 16.4% in pre-market trading after the company announced its third-quarter performance.

Sky Frontier Foundation released the Sky Ecosystem Q3 report. This quarter's net income reached 37.19 million USD, a quarter-on-quarter increase of 11.8%, marking the sixth consecutive quarter of positive growth, with the profit margin rising from 31.0% to 37.5%.Total revenue from the protocol was 99.29 million USD, a year-on-year increase of 14.2%, but a decrease of 7.4% compared to the second quarter. Total expenses decreased by 16.0% to 62.10 million USD. The protocol's collateral size was 11.41 billion USD, a year-on-year increase of 25.3%, but a decrease of 7.3% compared to the second quarter. The supply of sUSDS was 4.52 billion USD, a year-on-year increase of 118%, but lower than the 5.52 billion USD in the second quarter. This quarter, 28.47 million USD was transferred to the Sky reserve, with the ending balance of the reserves reaching 85.08 million USD.

The trading platform Robinhood announced its third-quarter financial report, with revenue of $1.42 billion, slightly below Wall Street's expectation of about $1.43 billion; earnings per share were $0.51, lower than the expected $0.55 and also down from $0.61 in the same period last year. Net profit was $476 million, a year-on-year decrease of 14% and a quarter-on-quarter decrease of 17%. This quarter included an unrealized loss of $67 million from Robinhood Ventures Fund I, equivalent to $0.07 per share; adjusted earnings per share were $0.60, a year-on-year decrease of 3%. After the financial report was released, the stock price fell in after-hours trading, closing at about $94.61 on Tuesday, a cumulative decline of about 18% for the year.By business segment, event contract revenue increased from $156 million in the second quarter to $173 million, with customer trading volume reaching a record 16.4 billion contracts, more than seven times that of the same period last year. Cryptocurrency trading revenue rebounded from $100 million in the second quarter to $120 million, but was down 55% from $268 million in the third quarter of 2025; this quarter's cryptocurrency trading volume was $50 billion, a year-on-year decrease of 38%, with $21 billion from in-app and $29 billion from its acquired exchange Bitstamp.Robinhood narrowed its guidance for adjusted operating expenses and equity incentive costs for 2026 to $2.675 billion to $2.75 billion, lowering the previous upper limit of $2.775 billion. A few hours before the financial report was released, the company announced a partnership with Ripple to introduce the stablecoin RLUSD to Robinhood Chain and Bitstamp, with plans to launch it in-app later this year; RLUSD has a market capitalization of over $2.5 billion, and Ripple will also provide fund management software and lending services for Bitstamp traders. Robinhood Chain went live as a Layer 2 network on July 1, generating about $3.13 million in fees within 30 days as of the end of August, surpassing Ethereum and Base.

SK Hynix will announce its Q3 2026 financial report after the U.S. stock market closes on Tuesday, along with a new shareholder return plan. The market is focused on the demand for high bandwidth memory (HBM), profitability, and whether a large special dividend will be issued. Other memory manufacturers such as Samsung Electronics and Kioxia Japan will also gradually announce their performance.The demand for AI infrastructure is driving an upward trend in the memory chip market. KB Securities analysts estimate that more than 70% of the memory that the two major Korean memory chip manufacturers plan to produce next year is covered by five-year supply agreements signed with large technology companies. The market is beginning to worry about the return on AI capital expenditures and financing costs, with investors paying more attention to order quality, the sustainability of future demand, and the pace of capacity expansion.Korean media previously reported that SK Hynix is considering issuing a special dividend of about 16 trillion won (approximately 12 billion USD); other reports suggest that the new shareholder return could reach as high as 60 trillion won (approximately 45 billion USD). These amounts have not been officially confirmed by the company. SK Hynix had previously announced a buyback and cancellation of treasury shares worth 40 trillion won and plans to use more than 50% of its free cash flow from 2025 to 2027 for shareholder returns.

HSBC Holdings (HSBC.N) fell 6.6% in pre-market trading due to third-quarter net profit not meeting market expectations.

South Korean chip companies Samsung Electronics and SK Hynix will release their third-quarter financial reports next week, with strong demand for artificial intelligence storage chips expected to drive substantial profits for both companies.SK Hynix is scheduled to announce its financial report on Wednesday, while Samsung Electronics will follow closely on Thursday.

Anthropic informed investors that its third-quarter revenue soared to 16.8 billion USD, an increase of nearly 50% compared to 11.5 billion USD in the second quarter, and it achieved profitability. The company stated that it has achieved profitability on an adjusted basis, and the cash flow for the quarter is positive. The outside world expects its listing to become the highest-valued IPO in history.

Anthropic will disclose its third-quarter revenue data to potential institutional investors today at its headquarters in San Francisco, in order to assess investor reactions to its financial performance and listing plans. The company is reportedly advancing towards an IPO with an estimated valuation of about $2 trillion, aiming to go public in November. It has previously submitted a confidential listing application to the U.S. Securities and Exchange Commission, but the specific listing date has not yet been determined.This disclosure comes at a time when the AI sector is under pressure. Last week, OpenAI updated existing investors with an annualized revenue of $50 billion, lower than the previously circulated figure of $70 billion, sparking controversy over revenue reporting standards and dragging down semiconductor stocks and the Nasdaq index. Broadcom CEO Hock Tan warned that rising interest rates could make capital acquisition a major constraint for the development of AI companies. The market will be watching to see if Anthropic clarifies its revenue recognition standards, particularly whether it includes revenue from cloud partners.

Dutch semiconductor equipment manufacturer ASML is expected to announce its Q3 financial report on October 14. Driven by demand for AI chips, the market anticipates significant growth in revenue and profits compared to the same period in 2025. Wall Street analysts estimate Q3 revenue at 11.73 billion euros, a year-on-year increase of 55%; earnings per share are projected to be 10.76 euros, nearly doubling from 5.49 euros in Q3 2025.ASML's Q2 revenue was 9.3 billion euros, higher than 7.7 billion euros in the same period of 2025, with net profit increasing from 2.3 billion euros to 2.9 billion euros. The company estimates Q3 revenue to be between 11 billion and 12 billion euros, with a gross margin of 55% to 57%, and has raised its full-year revenue outlook to between 43 billion and 45 billion euros.ASML is the only manufacturer in the world that commercializes extreme ultraviolet lithography equipment. Foundries such as TSMC, Intel, and Samsung rely on its equipment to manufacture advanced AI processors, and the company is also developing the next generation of High-NA EUV. Intel has processed over 1 million wafers using this equipment in research, testing, and manufacturing, while Samsung plans to introduce it into advanced DRAM mass production by 2028. The market expects ASML to increase the capacity of its existing EUV systems by about 30% by 2027.

Solana rating card hosting and card drawing platform Collector Crypt released its Q3 2026 report: revenue of $433.5 million and gross profit of $25.4 million, both setting records, with increases of 8% and 12% compared to Q2, respectively. Card pack revenue was $433.1 million, almost constituting all revenue; buyback and redemption expenses were $408.1 million, accounting for 94.1% of revenue, with a quarterly gross margin of 5.9%.Sales reached $212.2 million in June but declined month by month, with July, August, and September at $157.3 million, $141.7 million, and $134.5 million, respectively, while the gross margin in September rose to 6.7%. Sales of card packs priced at $2,500 and above amounted to $169.6 million, accounting for 39% of card pack sales; the $1,000 tier dropped from $132.1 million to $53.4 million. After Jupiter began selling card packs on July 13, the number of active wallets increased from 7,051 to 9,127 over 30 days, while daily revenue per wallet decreased from $9,100 to $5,600.As of September 30, tokenized inventory was $55.1 million; market transactions totaled $8.6 million, accounting for about 2% of the business, with two initial edition Charizard cards sold in September for $600,000 and $825,000, respectively. Cumulative revenue surpassed $1 billion on August 13, and the token CARDS fell 14% to $0.195 in the quarter. Courtyard's Q3 revenue was $7.6 million, approximately 3.3 times that of Collector Crypt;

Pepsi (PEP.O) rose about 2% in pre-market trading, after third-quarter revenue exceeded market expectations.

Samsung Electronics announced its preliminary performance for the third quarter, with an operating profit of 107.4 trillion won, compared to market expectations of 106.1 trillion won; the revenue for the third quarter was 195 trillion won, while market expectations were 199 trillion won.