ALLEGION $ALLE Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.17B (Est. $1.14B) 🟢; +9.6% YoY 🔹 Adj. EPS: $2.60 (Est. $2.50) 🟢; +13.0% YoY 🔹 Organic Revenue Growth: +7.2% YoY 🔹 Adj. Oper Margin: 24.7% FY26 Guide: 🔹 Adj. EPS: $9.05-$9.10 (Est. $8.98) 🟢 🔹 Revenue Growth: +9.5%-+10.5% YoY 🔹 Organic Revenue Growth: +5.0%-+6.0% YoY Segment Revenue (YoY): 🔹 Americas: $942.4M; +11.7% (+9.1% organic) 🔹 International: $230.2M; +1.8% (-0.2% organic) Other Q3 Metrics: 🔹 GAAP EPS: $2.59; +18.8% YoY 🔹 Adj. Oper Income: $289.7M; +12.5% YoY 🔹 Americas Adj. Oper Margin: 30.1%; +20 bps YoY 🔹 Intl Adj. Oper Margin: 13.9%; -40 bps YoY Key Updates: 🔹 Restructuring charges and acquisition and integration expenses: $8.0M 🔹 Amortization of acquired intangible assets: $17.0M 🔹 IEEPA tariff refunds: $19.9M benefit 🔹 Non-operating investment: $4.1M gain 🔹 Net earnings adjustments: $0.1M, or $0.01/share 🔹 Repurchased ~0.8M shares for ~$120M and paid quarterly dividends of $0.55/share (~$46M) Comments: 🔸 “I am pleased with our Q3 performance as we delivered high-single digit organic revenue growth and low teens adjusted EPS growth led by our Americas non-residential business.”

HYPE WHALE ACCUMULATES $9.1M FROM COINBASE A whale withdrew another 55.8K $HYPE (~$4.65M) from Coinbase. The wallet has accumulated 107.94K $HYPE (~$9.11M) over the past nine days. Address: 0x7B4E50B6b523DFa9690495fB593b42798322aA41

Robinhood last quarter: • Prediction markets: $173M • Crypto trading: $120M 16.4 billion event contracts traded. Crypto revenue down 55%. Kalshi did ~$65B in October alone, and the midterms are tomorrow. Social prediction markets are next. Are they the new crypto? 👀

Our 3-day retention went from ~30% to 55%+ when Opus dropped. And has only risen since. We always knew if you stuck with @convex to minute 30, you'd probably like it. The problem was the leap from minute 5 to minute 30 required you to actually learn something new. Opus removed that requirement entirely. You got value because Opus already knew how to use Convex very well.

$HOOD down ~7.5% after an earnings miss ($0.51 EPS vs $0.56 est). Still reported record revenue ($1.42B). Crypto revenue rose 20% QoQ to $120M but is down 55% vs a year ago ($268M). Looking ahead, October deposits are well ahead of Q3's ~$5.2B/month pace with over $13B 📉📈

55% boosted staking is officially closed. When we launched a 55% APY staking opportunity, the goal was simple: get $RLS into the hands of the people who wanted to help build and secure Rayls from the very beginning. The response was stronger than we could have hoped for. We thank everyone who participated in this campaign. You took a chance on Rayls early. You locked your $RLS, supported the network, and helped turn the first phase of staking into a reality. Starting tomorrow, your boosted staking position will transfer to the ~18% APY staking. By continuing to delegate your $RLS, you can: → Help secure the Rayls Public Chain → Support the network’s validator set → Continue earning staking rewards We look forward to seeing more of the community put their $RLS to work securing the network.

BofA: Marvell TPU Deal > Broadcom to retain 55-60% of TPU TAM value share (~$250-350bn) > Marvell at 10-20% share (~$50-100bn) > MediaTek at 20-30% share (~$100-150bn) Despite this deal with Google, Broadcom is expected to remain the TPU👑 $AVGO $MRVL $GOOGL

Nancy Pelosi Lost Nearly 55 Years of Her Congressional Salary in One Month. Congressional annual salary: $174,000 Here are her major stock holdings, roughly estimated based on public disclosures and recent pullbacks: $NVDA ( $8.6M position): -14.2%, unrealized loss of $1.22 million $GOOGL ( $15M position): -19.5%, unrealized loss of $2.93 million $AVGO ( $6.0M position): -9.3%, unrealized loss of $0.56 million $BE ( $7.5M position): -32.1%, unrealized loss of $2.41 million $PANW ( $3.9M position): -12.8%, unrealized loss of $0.50 million $INTC ( $4.1M position): -50.1%, unrealized loss of $2.05 million Total estimated unrealized loss: ~$9.67 million ≈ 55.6 years of her congressional salary Absolutely wild.