r/Stocks Daily Discussion (Nov18,2025): Earnings Reactions, Cloudflare Outage & AI Sentiment Shifts

The r/Stocks daily discussion thread (Nov18,2025) covered key topics:

• Earnings: HD Q3 EPS miss, MDT Q2 beat, BRC strong results.
• Cloudflare outage: Impact on NET stock noted.
• AI: Gemini3’s TPU-only training linked to NVDA insider selling; NVDA/AMD considering low/mid GPU discontinuation due to RAM costs.
• Sentiment: Profit-taking ahead of NVDA earnings (holding pattern, not collapse); Fed research on tariffs’ economic impact.

• Earnings
  : HD Q32025: $41.35B revenue (beat) vs $3.74 EPS (miss) →3% premarket drop [1][2]. MDT Q22026: $8.96B revenue & $1.36 EPS (beat by $0.05) → raised FY26 outlook [3][4]. BRC Q12026: $1.21 EPS (beat by $0.12) → positive guidance [5][6].
• Cloudflare Outage
  :4hr10min outage (11:20 UTC) due to Bot Management config error → impacted ChatGPT/X/Spotify/Uber → NET down3.9% ($193.15, $1.8B loss) but YTD up80% (20% global traffic) [7][8][9][10][11].

Reddit’s earnings talks align with research (HD miss, MDT/BRC beats). Cloudflare outage impact on NET is confirmed by research. AI topics (Gemini3, NVDA GPU plans) are community-driven without direct research confirmation. Profit-taking on NVDA is a key sentiment signal.

• Risks
  : HD retail headwinds; NET operational risk; NVDA GPU line changes.
• Opportunities
  : MDT growth outlook; BRC’s guidance; NET long-term resilience; AI sector shifts (Gemini3’s TPU use may affect NVDA).