Rivian and Roblox reported quarterly results around October 29-30, 2026. Rivian raised guidance on roughly a 50 percent increase in quarterly vehicle deliveries, delivering almost 20,000 EVs, though analysts see no profit until 2030. Roblox shares fell 17 percent overnight on declining user and engagement metrics, with executives pointing to AI-generated games as an upside and the CFO saying GTA 6's impact is hard to estimate. The discussion has since moved to Roblox's AI content: AI-created experiences reached its top 20 for the first time, with assets created tripling in a month.