An Ad Tech Beat, a Network Testing Boom, and an AI Services Pop

Ad tech finally beat, network testing keeps booming, and AI services just earned a 20% vote of confidence.

November 10, 2026

Fresh earnings just reshuffled several corners of tech, and you have new numbers to work with. Inside, you get an ad tech platform that crushed estimates, a network testing specialist growing nearly 60%, an IT services firm riding AI work, and a reporting software swing after a guidance cut.

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Autonomous Hardware

Amazon Launches Flying Camera and Security Robot

Amazon (NASDAQ: AMZN) has launched Ring Robotics, a new division building autonomous security devices for homes and businesses. Its first products are Ring Drone Cam, an indoor flying camera, and Ring Rover Cam, a mobile patrol robot.

Ring Drone Cam maps a home, follows scheduled routes, and automatically investigates when a connected Ring alarm or sensor is triggered. A rotating camera records 2K video, while built-in lights support flights through dark rooms.

A Robot Patrols Business Spaces

Ring Rover Cam is designed for stores, offices, and other business spaces. It moves along saved routes, records continuous 4K video, and performs 360-degree scans at selected locations.

An adjustable periscope camera lets the robot see over counters and shelving. Person detection, two-way audio, a siren, and a warning light allow remote monitoring and response.

AI Pilot Handles Navigation

Both devices run on Ring's AI Pilot, which combines cameras, vision models, sensors, and cloud processing. The system creates floor plans, recommends patrol locations, calculates routes, and moves around furniture or other obstacles.

Ring Rover Cam is scheduled to ship first in the United States, followed by Ring Drone Cam early next year.

Amazon is moving Ring beyond fixed cameras into autonomous security hardware that can patrol, investigate, and respond across physical spaces.

Generative Tools

Adobe Expands Creative Agent Across Its Major Applications

Adobe (NASDAQ: ADBE) has released new tools across Photoshop, Premiere, Lightroom, Illustrator, InDesign, and Firefly.

The updates combine automated assistance with the detailed controls used in professional image, video, and design work.

Adobe Creative Agent can now coordinate multi-step work across Creative Cloud applications. It handles repetitive actions while keeping files inside familiar editing environments where creators can review and adjust the results.

Photoshop Gains More Editing Control

Photoshop gains Relight, which adds virtual light sources that can be repositioned and adjusted without permanently changing the original image. Generative Restyle creates visual variations from written instructions and places the result on an editable layer.

An updated Remove Tool can identify related details, including shadows, reflections, footprints, and waves, when deleting an object.

Quick Compare adds an on-canvas slider for reviewing edited and original versions without hiding individual layers.

Premiere and Firefly Expand Their Tools

Premiere is adding Generative Remove to track and erase unwanted objects across video frames while rebuilding missing background details.

New audio tools separate voices, music, and background sounds, giving editors more control over difficult recordings.

Firefly Design brings raster images, vectors, motion, 3D elements, and print layouts into one shared workspace. Adobe is connecting automated creation with established editing software, keeping generated material adjustable inside professional workflows.

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Cloud Computing

Microsoft Expands Cross-Platform Development With .NET 11

Microsoft (NASDAQ: MSFT) is launching .NET 11, its latest platform update for building web, cloud, desktop, and mobile applications.

The release updates the runtime, software libraries, development kit, and major application frameworks.

Runtime-native asynchronous processing reduces overhead when applications handle many operations at once. Microsoft has also adjusted the compiler and memory systems to produce smaller code, faster startup times, and clearer diagnostic information when programs fail.

One Platform Covers More Devices

.NET 11 includes updates for ASP.NET Core, Blazor, Entity Framework Core, Windows desktop applications, and .NET MAUI. Developers can use the same platform across servers, browsers, Windows computers, Android devices, iPhones, and Macs.

NativeAOT enables faster interface dispatch and smaller binary output for applications compiled directly into machine code.

The development kit also uses NativeAOT by default for several command-line functions, reducing the time required to start common tools.

Libraries and Testing Expand

Microsoft has added Zstandard compression, stronger JSON support, new decimal number formats, and additional encryption capabilities.

Networking updates include HTTP request compression, typed DNS lookups, stronger TLS handling, and better control over HTTP connections.

Testing tools now support Android, iOS, macOS, and Mac Catalyst projects. .NET 11 gives Microsoft a faster software foundation for applications running across cloud infrastructure, computers, browsers, and mobile devices.

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Recent Tech Movers

Viavi Solutions (NASDAQ: VIAV)
Network Testing Boom, Plus a $500 Million Buyback

Viavi Solutions (NASDAQ: VIAV) jumped about 12% on Monday, November 9, extending its rebound after November 4 results.

Fiscal first-quarter revenue rose 57% from a year ago to $469 million, non-GAAP operating margin reached 29%, and the board authorized a new $500 million share buyback.

Second-quarter guidance of $505 million to $515 million points to more growth from AI data center and defense testing.

Shares still sit well below their 52-week high after a sharp pullback over the past month, so you are not paying a peak price. Your next check is fiscal second-quarter results in late January.

The Trade Desk (NASDAQ: TTD)
Ad Tech Beat, Guidance Well Above the Street

The Trade Desk (NASDAQ: TTD) closed up about 15% on Monday, November 9, then climbed more than 20% in after-hours trading once third-quarter results landed.

Revenue of $736 million topped the roughly $651 million analysts expected, and adjusted EPS of $0.33 beat the $0.25 consensus.

The catch: revenue still slipped 0.5% from a year ago, and the stock trades far below its 52-week high. Fourth-quarter guidance of at least $755 million suggests growth is coming back. You want that confirmed in the next report, expected in February, before treating this as more than a relief rally.

EPAM Systems (NYSE: EPAM)
AI Services Drive a 20% Pop

EPAM Systems (NYSE: EPAM) soared about 21% on November 5 after third-quarter revenue of $1.43 billion beat estimates and management raised its full-year profit outlook.

AI-native work now makes up roughly 13% of revenue, and EPAM expects at least $650 million of it in 2026, above its original $600 million target.

EPAM also announced a $1.5 billion buyback, a big number for a company worth about $8 billion. Total growth is still only about 2%, so you are betting that AI projects keep replacing legacy work. Watch fourth-quarter results in February for proof.

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Don’t Overlook This Tech Stock

Workiva (NYSE: WK)
Agentic Launches Meet a Profit Reset

Workiva (NYSE: WK) runs the reporting platform CFOs use for SEC filings, sustainability disclosures, and internal controls.

Shares fell about 15% on November 6 after the company cut its full-year adjusted EPS outlook to $2.80 to $2.83, well below the roughly $3.36 analysts expected, even as third-quarter revenue grew 17% to $263 million.

The bet is on Agent Studio, its no-code builder for AI agents, and AgentIQ for automated audit testing. Watch fourth-quarter results in February for adoption data, and size it as a swing, since another guidance cut would hit hard.

Everything Else

That's our coverage for today; thanks for reading! Reply to this email with feedback or any tech stocks you want me to check out.

Best Regards,
—Noah Zelvis
Tech Stock Insider