$MARA HOLDINGS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $164.2M (Est. $182M) 🔴; -35% YoY 🔹 EPS: $1.28 (Est. -$0.12) 🟢; +374% YoY 🔹 Adj. EBITDA: $857.7M (Est. $16.3M) 🟢 🔹 Net Income: $632.1M Announcements: 🔹 Exaion: $79M four-year GPU-as-a-service contract; over $3B pipeline; approximately $1B targeted for delivery by end of 2027 🔹 Long Ridge: 485 MW authorized; 505 MW nameplate; over 1 GW potential capacity 🔹 Matagorda County: up to 2 GW power capacity Other Q3 Metrics: 🔹 Energized Hashrate: 71.2 EH/s; +18% YoY 🔹 BTC Holdings: 34,012 bitcoin 🔹 BTC Produced: 2,247 BTC; +5% YoY 🔹 Blocks Won: 644; +2% YoY 🔹 Cost per Petahash per Day: $30.8; -2% YoY 🔹 Cost per kWh: $0.04 Key Updates: 🔹 Fair-value gain on digital assets: $885.3M included in net income and Adj. EBITDA 🔹 Share Repurchase Authorization: up to $500M after quarter-end

Yamato Holdings shares rallied the most in 18 years after Farallon Capital Management, one of the most prolific activist funds in Japan, reported a stake in the Japanese company and called for a management shakeup.

BOOKING HOLDINGS SAYS GLOBAL TRAVEL DEMAND MODERATED SOMEWHAT TOWARDS THE END OF Q3, WITH ITS OUTLOOK ASSUMING THE DIRECT AND INDIRECT IMPACTS OF THE MIDDLE EAST AND NOTING THAT GEOPOLITICAL AND MACROECONOMIC UNCERTAINTY MAY AFFECT NEAR-TERM TRAVEL TRENDS

$GRAB HOLDINGS Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.11B (Est. $1.07B) 🟢; +27% YoY 🔹 EPS: $0.00 (Est. $0.03) 🔴 🔹 On-Demand GMV: $6.84B (Est. $6.81B) 🟢; +18% YoY 🔹 Adj. EBITDA: $237M (Est. $197M) 🟢; +73% YoY 🔹 Profit: $18M Users: 🔹 Monthly Transacting Users: 57.2M; +20% YoY Raises FY26 Guide: 🔹 Revenue: $4.15B-$4.20B (Est. $4.18B) 🟡; from $4.10B-$4.15B 🔹 Adj. EBITDA: $790M-$800M (Est. $732M) 🟢; from $720M-$740M Segment Revenue: 🔹 Deliveries: $561M (Est. $546.5M) 🟢; +21% YoY 🔹 Mobility: $349M (Est. $352.6M) 🔴; +10% YoY 🔹 Financial Services: $201M (Est. $173.2M) 🟢; +124% YoY Other Q3 Metrics: 🔹 Gross Loan Portfolio: $2.7B; +200% YoY 🔹 Adj. Free Cash Flow: $286M; +41% YoY 🔹 Net Cash Liquidity: $5.0B Key Updates: 🔹 Break Fee: $60M, to be recorded in Q4 2026 🔹 Share repurchases: $400M in September and October; $500M remaining 🔹 Financial Services: Superbank consolidated; Stash acquired this quarter Comments: 🔸 “More users are transacting on Grab than ever. Our scale and network efficiencies enable us to make our services more affordable for users, and improve earnings opportunities for our driver- and merchant-partners through our proprietary AI-powered tools and access to financing.” 🔸 “we are raising our full-year 2026 guidance for Group revenue to $4.15 billion to $4.20 billion, and Adjusted EBITDA to $790 million to $800 million.”

THRIVE HOLDINGS AGREES TO TAKE ADT $ADT PRIVATE IN A $15.3 BILLION DEAL The permanent-capital holding company will pay $10 a share in cash, 45.6% above ADT's unaffected $6.87 close on Oct. 27, for an equity value near $7.6 billion, per the companies.