Inner Circle

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Intel Corporation – Common

Regulatory Form 4 filings revealed that CEO Lip-Bu Tan made a decisive open-market purchase of 150,000 shares of INTC on 2 November 2026 at a weighted-average price of $64.7312 per share, committing approximately $9.71 million in personal capital. Tan now indirectly holds 1,464,669 shares through a family trust. Operationally, Intel released PDK 0.9 for its next-generation Intel 14A process node to early foundry customers, targeting PDK 1.0 availability in Q1 2027.

NAB

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National Australia Bank

FY26 Full-Year Results: NAB announced full-year cash earnings of $6.14bn, down 13.4% on FY25, heavily impacted by $949m in large notable items. Excluding these notable items, underlying cash earnings were essentially flat at $7.09bn. Net interest margin (NIM) proved resilient, rising 6 bps to 1.80%. Credit impairment charges stepped up 86% to $1.55bn, which included a $403m top-up to forward-looking economic provisions. The Board maintained the final dividend at 85 cents per share fully franked.

Snowflake

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NAS:SNOW

Snowflake reported its Q2 FY27 results on September 2, 2026, exceeding consensus expectations across both top and bottom lines: Total Revenue: $1.55 billion, up 35.1% YoY

    Next Upcoming Earnings: Q3 Fiscal 2027

    • Report Date: Wednesday, December 2, 2026 (after U.S. market close).
    • Consensus Estimates: Analysts are currently projecting Non-GAAP EPS of ~$0.42.
    • Key Watch Items: Consumption trends in enterprise data pipelines, margin impacts from expanded AI compute investments, and FY28 GAAP profitability timeline updates.