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BLOCKHAVEN

Independent market intelligence

See the market as one system.

Blockhaven connects macro conditions, the morning tape, official catalysts and company fundamentals, so a market move can be read in context rather than in isolation.

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Market snapshot

Snapshot Sun, Nov 8, 2026

Blockhaven read

Transition.

Risk appetite and liquidity are not jointly clear in either direction, so no quadrant is confirmed.

Risk Appetite
43 out of 100unchanged since the prior snapshot
Liquidity
34 out of 100unchanged since the prior snapshot
Crypto
38 out of 100down 16 points since the prior snapshot

Blockhaven outputs are checked against independent public market data before publication.

Readings on a 0–100 scale. Condition scores, not probabilities.

Explore Blockhaven Macro

On Blockhaven

Morning Intelligence

What Changed Today

The overnight tape, the movers that matter, and the day's catalysts, as of a stated cutoff.

Morning Intelligence archive

Opening read

The VIX stood at 25.64 at Friday's close, above the 20 level. SPY is up 0.7% and QQQ up 0.7% at 8:15 AM ET.

5 movers · 10 earnings reports · latest Macro read

Company Intelligence

What changed in the business

Growth, margins, profit, guidance and company-specific measures at each company's latest reported quarter, read from SEC filings and the earnings release.

All 24 companies

Latest note

Published Nov 6, 2026 · Event Nov 2, 2026

Note type: Business trajectory.

Apple Sees Growth Slow and Margins Narrow

Revenue growth moderated to 11.7% from 16.4%, and operating margin narrowed 52 basis points to 31.1%.

Published because: Blockhaven's first note on Q4 FY2026, whose results were filed Nov 2, 2026: the latest reported quarter showed a weaker trajectory.

Read the note →

Recently updated

  1. Nov 5, 2026Event Oct 28, 2026Microsoft Widens Margins as Revenue Growth Holds SteadyNote type: Business trajectory.
  2. Nov 3, 2026Event Nov 2, 2026Palantir Accelerates Growth as Margins WidenNote type: Earnings.
  3. Nov 2, 2026Event Oct 29, 2026Amazon Widens Margins as Revenue Growth SlowsNote type: Business trajectory.

Latest reported quarters

DAL

Q3 FY2026

Delta Air Lines

Revenue grew 21.1% year over year, accelerating from 18.7% in the prior quarter.

Quarter ended Sep 30, 2026 · data as of Oct 19, 2026

Business trend: Mixed

MRSH

Q3 FY2026

Marsh & Mclennan Companies

Revenue grew 8.1% year over year, accelerating from 6.2% in the prior quarter.

Quarter ended Sep 30, 2026 · data as of Oct 15, 2026

Business trend: Mixed

TRV

Q3 FY2026

Travelers Companies

Revenue fell 0.5% year over year, after growth of 0.3% in the prior quarter.

Quarter ended Sep 30, 2026 · data as of Oct 16, 2026

Business trend: Stable

Coverage is expanding. Only companies with a published Blockhaven snapshot are listed: descriptive facts, not ratings or recommendations.

Latest coverage

Recent reporting on covered companies

Headlines from external publishers, linked to the original. This is not Blockhaven research.

Headlines link to the original publishers. Blockhaven does not reproduce third-party article content. Times for reported stories are when they were first detected and may trail the publisher's own timestamp. All times are Eastern Time. Stories discovered through GDELT Project.

Open a company page for the full list beside Blockhaven's own company read.

Research

Featured Research

In-depth analysis, not just faster takes.

View all research

Deep Dive · Companies

META Deep Dive: Can Meta's Capital Program Pay Off?

Blockhaven's initiating 54-page research on Meta Platforms, published November 6, 2026: 2/5 CAUTIOUS at the November 5, 2026 close of $605.08. Proven ad engine, unproven capital return. A public preview of the rating, thesis, selected sections, methodology and disclosures, quoted verbatim from the report.

54-page report

How Blockhaven thinks

A market move is rarely about one thing.

Policy shifts liquidity, liquidity changes how prices react, and company news lands differently depending on both. Blockhaven reads the backdrop, the morning tape, the catalysts and the companies together, so a headline can be placed in context instead of taken alone.

How Blockhaven works
  1. 01

    Macro context

    What backdrop is the market pricing against?

  2. 02

    Morning tape

    What moved overnight, and what is scheduled today?

  3. 03

    Company fundamentals

    What changed in the business?

  4. 04

    Earnings change and market reaction

    How did the market take it?

  5. 05

    Events and positioning

    What is already priced in, and what is crowded?

    In research · not published

Built to show its work

Every conclusion should be traceable to its evidence.

  • Evidence

    Claims tied to the data behind them.

  • Sources

    Public references for factual statements.

  • Methodology

    Definitions documented before use.

  • Disclosures

    Limitations and corrections in the open.

Read the methodology

Blockhaven Terminal

Research and tools, in one connected view.

A planned workspace that puts Blockhaven's regime context, companies and events next to the research behind them, so the evidence sits beside the conclusion.

See the Terminal preview

Preview only. Not yet available to use.

Static concept preview · In developmentAn illustration of the intended Terminal layout, built from site components. All values and entries are illustrative. It is not a working product: no market data, trading, or accounts.