Tuesday's sheet ran in two directions at once: the biggest jump went to a company whose quarter shrank, and the cleanest beat of the morning got sold. Results first, biggest reaction first.
Take-Two Interactive (TTWO) — the jump was about November 19, not the quarter
Take-Two reported Monday after the close, and the quarter was soft by design: net bookings of $1.60 billion, down 18% from $1.96 billion a year ago — below the company's own $1.62–$1.67 billion guide, though ahead of the $1.58 billion Street consensus. GAAP net revenue fell 16% to $1.50 billion, the GAAP net loss narrowed to $54.0 million ($0.29 a share), and adjusted earnings of $0.99 a share beat the $0.94 expected.
None of that moved the stock. What moved it: Grand Theft Auto VI launches November 19, preorders are tracking "far in excess of initial expectations," and management reiterated full-year fiscal 2027 bookings of $8.0–$8.2 billion while guiding the December quarter to bookings of $3.35–$3.50 billion, more than double this quarter. Shares fell 3.5% in Monday's regular session, climbed about 4% after hours, and were up 7.0% Tuesday at midday near $222. The market is not paying for the quarter that just ended; it is paying for the nine days ahead. Official earnings page
Take-Two Interactive daily closes, last ~90 days — down 12.1% over the window; the jump at the right edge is Tuesday's post-print session. Data: Yahoo Finance, checked November 10, 2026.
On Holding (ONON) — a 32% EPS beat, sold 8.6% anyway
On beat on the bottom line: adjusted EPS of $0.66 vs $0.50 expected (Zacks, +32%) on revenue of $1.15 billion, about 1% ahead. Net sales hit a record CHF 931.4 million, up 17.2% — but that was exactly in line with the CHF 931.58 million expected, and the record gross margin of 72.6% included CHF 52.6 million of U.S. tariff refunds; excluding them it was 66.9%. Net income rose 36.9% to CHF 162.8 million. Management raised the full-year gross margin outlook to around 66% excluding refunds (from at least 65%) but only reiterated sales growth. The stock fell 4.5% premarket and was down 8.6% at midday near $34.30 — an EPS beat built partly on a one-time refund, with no raise to the sales line, was not enough. Official earnings release
Occidental Petroleum (OXY) — the biggest beat, the smallest reaction
Occidental delivered the biggest percentage beat Monday after the close: adjusted EPS of $1.91 vs $1.43 expected (+33.6%, Zacks) on revenue of $6.77 billion vs $6.73 billion expected. Production averaged 1.427 million barrels of oil equivalent per day, above the midpoint of its 1.40–1.44 million guidance, and the average realized oil price rose 32.6% to $85.91 a barrel — price did the work, with volumes down 2.6% year over year. Free cash flow before working capital was $2.8 billion, and principal debt ended at $10.0 billion after $10.4 billion retired this year. The reaction was a shrug: down 0.3% after hours, up just 0.6% Tuesday at midday near $56.11. A beat powered by price, not growth, got priced that way. Official earnings page
Sea Limited (SE) — record revenue, missed earnings, faded spike
Sea reported before the open: GAAP revenue of $8.58 billion, up 43.4%, ahead of the $8.08 billion expected, with net income up 34.0% to $502.5 million and adjusted EBITDA up 28.9% to $931.3 million. Earnings missed: GAAP diluted EPS of $0.78 vs the $1.04 consensus — part of that gap is basis, since the consensus is non-GAAP. Shopee set records (revenue $6.1 billion, up 41.3%; adjusted EBITDA a record $269.2 million, up 44.7%; GMV $39.7 billion) and Monee revenue jumped 63.9% to $1.62 billion, but operating expenses rose 54.1% and credit-loss provisions surged 82.3% to $681.5 million. The board added $1.0 billion to the buyback. Shares spiked as high as $85.16 (+9.2%), then faded to +1.9% at midday near $79.44 — the revenue beat bought a pop; the earnings miss and the credit costs took most of it back. Official earnings page
Sea Limited daily closes, last ~90 days — down 30.8% over the window ahead of and through Tuesday's print. Data: Yahoo Finance, checked November 10, 2026.
Rocket Lab (RKLB) — record revenue, wider loss, a whipsaw
Rocket Lab revenue hit a record $267.8 million, up 73%, ahead of the $257.2 million expected, and backlog jumped 52% in one quarter to a record $3.57 billion — including more than $515 million of new Neutron contracts, 16 missions booked at a $70 million base price. The other story: EPS of −$0.12 vs −$0.07 expected, a wider loss of about $80 million, and no new date for Neutron's first launch beyond no earlier than 2027, after defects were found in a propellant-tank dome. Fourth-quarter revenue guidance of $270–$290 million sits above consensus. The stock whipsawed: up 10.9% Monday into the print, down 4.5% after hours, then back to +2.5% at midday near $60.36. Official earnings page
On deck
CoreWeave (CRWV) — today, after the close
Consensus: a loss of $1.17 a share, revenue $3.54B (estimates, Zacks) — revenue up about 159%, inside the company's own $3.45–$3.60 billion guide. The print will be judged not on growth but on the gap management itself guided: adjusted operating income of $200–$260 million against interest expense of $860–$940 million, against a revenue backlog of about $104 billion. The stock closed Monday at $48.98, down roughly 40–50% in a month, and options are pricing a move of about 18%. If the power is coming online fast enough to outrun the interest bill, tonight is where that has to show up. Official earnings page
CoreWeave daily closes, last ~90 days — down 45.7% over the window ahead of tonight's print. Data: Yahoo Finance, checked November 10, 2026.
Petrobras (PBR) — today, after the close
Consensus: EPS $1.23 per ADS, revenue $33.10B (estimates, MarketBeat/Zacks). The operating quarter is already known — record production of 3.512 million barrels of oil equivalent per day, up 11.7%, refineries at 99% of capacity — so tonight is judged on what the volumes converted into: free cash flow and the dividend. Official earnings page
CGI (GIB) — tomorrow, November 11, before the open
Consensus: EPS $1.64, revenue $2.90B (estimates, MarketBeat/Zacks; U.S.-dollar equivalents — CGI reports in Canadian dollars). Fiscal fourth-quarter and full-year results, judged on bookings and whether government and consulting demand held up. Official earnings page
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Sources: company earnings releases and investor-relations pages linked above (Take-Two fiscal Q2 2027 release, Exhibit 99.1 to Form 8-K; On Holding third-quarter release via its press site; Sea Limited third-quarter release via Business Wire; Occidental third-quarter results; Rocket Lab third-quarter release and Form 10-Q); consensus estimates per Zacks (Occidental, On Holding, CoreWeave), Benzinga via TradingView (Take-Two), MarketBeat (Sea Limited pre-print consensus, Petrobras, CGI), Earnings Whispers (Sea Limited EPS basis), and Fiscal.ai (On Holding, Rocket Lab); production and guidance detail per Reuters (Occidental) and company releases; stock reactions per Finnhub and Yahoo Finance market data, midday Tuesday, November 10, 2026. Consensus figures are estimates. Checked November 10, 2026. Not financial advice.
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