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Vertiv Holdings Price Target Raised to $351.00/Share From $323.00 by RBC Capital. Ratings actions from Benzinga: https://www.benzinga.com/quote/VRT/analyst-ratings

UKRAINIAN CAPITAL KYIV UNDER ATTACK FROM RUSSIAN BALLISTIC MISSILES, MAYOR SAYS

BoJ preview: hold at 1.25% expected, with 2% inflation call and dissent risk in focus

Top News Today: Stocks Fall as Alphabet Slide Dents AI Optimism. MARKET WRAPS STOCKS: Stocks fell after Alphabet's quarterly revenue shortfall spurred a deep loss for the Google parent and broader fears about the artificial-intelligence boom. TREASURYS: Treasury yields fell after inflation data that was more or less in line with economists' expectations. FOREX: The U.S. dollar fell as traders digested Federal Reserve Chairman Kevin Warsh's comments. COMMODITIES: Oil futures slipped as traders weighed reports of potential negotiations between the U.S. and Iran against reports that President Trump was reviewing attack plans. HEADLINES Alphabet Sheds Half a Trillion in Market Value in Stock's Worst Day Ever Google's stock suffered its worst day on record Thursday as investors confronted the reality that a company that has long been a dynamo of growth and profits faces painful trade-offs from the artificial-intelligence transition. The slide erased roughly $500 billion from Alphabet's market value. It also weighed on major U.S. stock indexes, fueling a decline in the Nasdaq composite and amplifying fears that the costs of the global AI build-out may be outrunning the returns. The tech giant reported on Wednesday that its Google Services unit, which includes search advertising, YouTube and subscriptions, generated $96.3 billion, missing Wall Street expectations of $98.5 billion, signaling that Google's biggest revenue engine is slowing as internet habits change and AI reshapes how consumers search for information and products. DoorDash to Buy Instacart for $17 Billion DoorDash has struck a deal to buy food-delivery rival Instacart for about $17 billion in cash and stock, adding a major grocery delivery partner to its growing roster of services. DoorDash on Thursday said the deal values Instacart at $65 a share, an 11% premium to Wednesday's closing price of $58.42 and roughly 26% above Instacart's closing price of $51.68 on Oct. 22, before published reports that the company was pursuing a sale. The Wall Street Journal reported on Monday that DoorDash was in advanced talks to acquire Instacart, citing people familiar with the matter. Amazon Earnings Miss Wall Street Estimates Despite Highest Cloud Growth in Five Years Amazon.com reported higher-than-expected revenue from Amazon Web Services in its third-quarter earnings on Thursday, showing sustained momentum in its cloud computing business. Amazon Web Services brought in $46 billion in revenue for the three months through September, accounting for 39% growth year-over-year, the company said. Overall revenue increased 12% to $201.9 billion, and net income was $20.7 billion. Both were below analysts' estimates polled by FactSet. Starbucks Same-Store Sales Climb on U.S. Growth Starbucks recorded higher same-store sales in the fiscal fourth quarter, as its turnaround plan drives revenue in the U.S. The coffee-shop chain posted a profit of $677.2 million, or 59 cents a share, compared with $133.1 million, or 12 cents a share, a year earlier. Stripping out certain one-time items, adjusted per-share earnings were 80 cents, ahead of the 72 cents anticipated by analysts, according to FactSet. U.S. Economy Accelerated This Summer Despite High Gas Prices U.S. economic growth picked up steam over the summer. Business investment surged, driven by the artificial-intelligence build-out, and consumers continued to spend at a healthy clip despite high gas prices and other affordability concerns. The Commerce Department said Thursday that U.S. gross domestic product-the value of all goods and services produced across the economy-rose at a 3.4% annual rate in the third quarter. That number is adjusted for inflation and seasonality. PCE Inflation Accelerated Last Month The inflation metric targeted by the Federal Reserve sped up in September, showing why elevated price increases hang over the central bank's next moves. Prices as measured by the personal-consumption expenditures price index increased by 0.5% last month, after rising by 0.3% in August, the Commerce Department said Thursday. The 12-month PCE inflation rate climbed to 3.6%, from 3.4% a month earlier. Excluding volatile food and energy prices, core PCE inflation was 0.3% in September and 3.1% over the trailing 12 months. U.S. Jobless Claims Unexpectedly Edge Lower U.S. jobless claims were subdued again last week, defying forecasts for an uptick as the labor market remains slow but sturdy. The number of people who filed for unemployment benefits was 194,000 in the week through Oct. 24, 1,000 lower than the revised 195,000 reported a week earlier, the Labor Department said Thursday. Economists surveyed by The Wall Street Journal were expecting to see 200,000 new claims. Continuing claims, which scale with the total size of the unemployed population, totaled about 1.7 million in the week through Oct. 17, falling by 21,000 from the downwardly revised total a week earlier. The data on continuing claims lag the initial-claims data by a week. Josh Kushner's Thrive to Buy ADT for $7.6 Billion Home-security company ADT has agreed to be acquired for $7.6 billion in cash by Thrive Holdings, an investment vehicle formed by Josh Kushner's venture-capital firm, Thrive Capital. ADT on Thursday said Thrive would pay $10 a share in cash for the Boca Raton, Fla., company, a 35% premium to Wednesday's closing price of $7.41. Shares of ADT were recently up 34% to $9.93 in early trading. Caterpillar Sales Jump on Growing AI Demand, But Wall Street Wanted More Caterpillar continues to grow, just not fast enough for Wall Street. The industrial-equipment maker said revenue rose 17% to $20.68 billion in the third quarter, missing analyst estimates and marking a sequential slowdown from the 24% gain the company logged three months prior. Much of Caterpillar's growth in recent years has stemmed from its power-and-energy division, which manufactures large power-generation sets and turbines that serve electricity-hungry data centers. Sales across the unit climbed 18%, to $8.78 billion, during the recent quarter. Eli Lilly Revenue Climbs on Demand for Obesity Drugs Eli Lilly's quarterly revenue jumped on surging demand for its diabetes and obesity drugs Mounjaro and Zepbound. The third-quarter results topped Wall Street's expectations, and prompted the pharmaceutical company to boost its full-year revenue guidance for the third time this year. The stock gained 6.2% to $1,368.27 on Thursday. Shares are now up 28% year to date. Mastercard Profit Rises on Payment Network, Services Growth Mastercard reported higher quarterly profit on sales growth for both its payment-network division and its services-and-solutions business. The credit-card company on Thursday posted a third-quarter profit of $4.63 billion, or $5.28 a share, compared with $3.93 billion, or $4.34 a share, a year earlier. Adjusted earnings per share were $5.31, compared with analyst estimates of $5.17, according to FactSet. Clorox Names Unilever's Fabian Garcia as CEO Clorox has hired Unilever executive Fabian Garcia as its next chief executive. The parent of its name-sake brand and cupboard staples including Pine-Sol, Purell and Liquid-Plumr said Garcia will step into the role effective Jan. 5, succeeding Linda Rendle who announced in May that she was stepping down for health reasons. Garcia, currently president of Unilever Personal Care and a member of the Unilever's executive team, has more than four decades experience in global consumer products. Before joining Unilever in 2020, he was CEO of Revlon and served as chief operating officer for global innovation and growth at Colgate-Palmolive. Earlier in his career, he served in leadership roles at Procter & Gamble. Hershey's Sales Rise Despite Growing Consumer Caution Hershey reported higher quarterly sales, citing momentum for its marketing initiatives despite growing consumer caution. The maker of Reese's Peanut Butter Cups and Twizzlers on Thursday posted a third-quarter profit of $580.8 million, or $2.88 a share, compared with $276.3 million, or $1.36 a share, a year earlier. Adjusted earnings per share were $2.64, compared with analyst estimates of $2.11, according to FactSet. Altria Lifts Earnings Outlook as Profit, Revenue Climb Altria Group raised its full-year earnings outlook after reporting higher profit and revenue in the latest quarter, as the company's cigarette brands scooped up market share and it invested in its smoke-free portfolio. The tobacco company posted a third-quarter profit of $2.52 billion, or $1.51 a share, compared with $2.38 billion, or $1.41 a share, a year earlier. Stripping out certain one-time items, earnings were $1.52 a share. Analysts polled by FactSet expected adjusted earnings of $1.51 a share. Merck Revenue Up on Keytruda, Winrevair Growth Merck & Co. reported higher revenue in the latest quarter, pointing to strength for drugs such as Keytruda and Winrevair, as well as its animal health business. The third-quarter results topped Wall Street's expectations, and prompted the company to bump up both its profit and sales forecasts for the year. The stock gained 4.5% to $147.27 on Thursday, and is now up 40% year to date. TALKING POINT The Four Academics Who Dreamed Up California's Billionaire Tax The proposed California wealth tax has galvanized a host of billionaires who have lined up to fight it. On the other side lies a group of less obvious power brokers: the four professors who drafted the ballot measure. The group is made up of three professors at the University of California: Berkeley economist Emmanuel Saez and law professors Brian Galle and Darien Shanske, at Berkeley and Davis, respectively. The fourth is tax scholar David Gamage at the University of Missouri's law school. The four have advised on a host of similar measures at both the state and federal level that have stalled so far. The California billionaire tax, on the ballot Tuesday as Prop. 40, represents the closest they have come to seeing a wealth-tax proposal they helped craft become law. It has become one of the costliest ballot fights in California's history and has exposed deep divisions among Democrats. If it becomes law, it would be the first U.S. wealth tax in the modern era. The academics behind the measure have quietly become the go-to brain trust for Democratic lawmakers and state activists, but they have garnered criticism elsewhere. "The Billionaire Tax is a new proposal written by four professors who don't believe in the American dream," said investor and "All-In" podcast host Chamath Palihapitiya on X earlier this year. "Some of them aren't even American...go figure," he added, presumably referring to Saez, a prominent economist who has both French and U.S. citizenship. Prop. 40 calls for a one-time, 5% tax on the net worth of each California billionaire who was a state resident on Jan. 1, 2026. Supporters estimate it could raise more than $100 billion to cover shortfalls wrought by Trump's tax law. They argue few billionaires would leave the state over a one-time tax whose toll they could quickly erase through investment and business gains, and that California will keep minting new billionaires, notwithstanding the tax. Juliet Chung Expected Major Events for Friday 01:00/JPN: Sep Steel Imports & Exports Statistics 04:30/JPN: Sep Preliminary Report on Petroleum Statistics 05:00/JPN: Sep Housing Starts 05:00/JPN: Sep Construction Orders 06:30/FRA: Sep Household consumption expenditure in manufactured goods 06:30/FRA: 3Q GDP - first estimate 07:00/GER: Sep Foreign trade price indices 07:00/UK: Oct Nationwide House Price Index 07:45/FRA: Sep PPI 07:45/FRA: Oct Provisional CPI 08:55/GER: Oct Labour market statistics (incl unemployment) 08:59/JPN: Japan Monetary Policy Meeting decision 09:00/GER: Oct Bavaria CPI 09:00/GER: Oct North Rhine Westphalia CPI 09:00/GER: Oct Saxony CPI 09:00/GER: Oct Hesse CPI 09:00/GER: Oct Baden-Wuerttemberg CPI 09:00/GER: 3Q GDP - 1st release 09:00/ITA: 3Q GDP preliminary estimate 09:00/GER: Oct Brandenburg CPI 09:30/UK: Nov Agents' Summary of Business Conditions 10:00/ITA: Oct Provisional CPI 10:00/ITA: Oct Cities CPI 12:30/CAN: Aug GDP 12:30/US: 3Q Employment Cost Index 13:00/GER: Oct Provisional CPI 13:45/US: Oct Chicago Business Barometer - ISM-Chicago Business Survey Chicago PMI 19:00/US: Sep Agricultural Prices All times in GMT. Powered by Onclusive and Dow Jones. Expected Earnings for Friday AbbVie Inc (ABBV) is expected to report $2.55 for 3Q. Aegis Brands Inc (AEG.T) is expected to report for 3Q. AquaBounty Technologies Inc (AQB) is expected to report for 3Q. Arbor Realty Trust Inc (ABR) is expected to report $-0.08 for 3Q. AutoNation Inc (AN) is expected to report $4.99 for 3Q. BrightSpring Health Services Inc (BTSG) is expected to report $0.41 for 3Q. CW Bancorp (CWBK) is expected to report for 3Q. Canadian National Railway Co (CNI,CNR.T) is expected to report $2.07 for 3Q. Capital Clean Energy Carriers Corp (CCEC) is expected to report for 3Q. Carter's Inc (CRI) is expected to report $0.89 for 3Q. Cboe Global Markets Inc (CBOE) is expected to report $3.38 for 3Q. Chevron Corp (CVX) is expected to report $4.76 for 3Q. Church & Dwight Co (CHD) is expected to report $0.90 for 3Q. Colgate-Palmolive Co (CL) is expected to report $0.91 for 3Q. Dominion Energy Inc (D) is expected to report $1.21 for 3Q. ExxonMobil Holdings Corp (XOM) is expected to report for 3Q. Federal Realty Investment Trust (FRT) is expected to report $0.71 for 3Q. Forum Energy Technologies Inc (FET) is expected to report $1.16 for 3Q. Gates Industrial Corp Ltd (GTES) is expected to report for 3Q. General Dynamics Corp (GD) is expected to report $4.14 for 3Q. Hess Midstream LP (HESM) is expected to report $0.72 for 3Q. Imperial Oil Ltd (IMO,IMO.T) is expected to report $4.68 for 3Q. Kite Realty Group Trust (KRG) is expected to report $0.06 for 3Q. Lear Corp (LEA) is expected to report $3.00 for 3Q. Magna International Inc (MG.T,MGA) is expected to report $2.19 for 3Q. Mammoth Energy Services Inc (TUSK) is expected to report $-0.03 for 3Q. Newell Brands Inc (NWL) is expected to report $0.17 for 3Q. Oil States International Inc (OIS) is expected to report $0.09 for 3Q. OneMain Holdings Inc (OMF) is expected to report $1.57 for 3Q. Oppenheimer Holdings Inc (OPY) is expected to report for 3Q. Piper Sandler Cos (PIPR) is expected to report for 3Q. RBC Bearings Inc (RBC) is expected to report $2.89 for 2Q. Regeneron Pharmaceuticals Inc (REGN) is expected to report $14.40 for 3Q. Sensient Technologies Corp (SXT) is expected to report $1.07 for 3Q. Silvercrest Asset Management Group Inc (SAMG) is expected to report $0.28 for 3Q. Solitario Resources Corp (SLR.T,XPL) is expected to report for 3Q. Standard Motor Products Inc (SMP) is expected to report $0.53 for 3Q. TXNM Energy Inc (TXNM) is expected to report $0.19 for 3Q. WisdomTree Inc (WT) is expected to report $0.30 for 3Q. iRadimed Corp (IRMD) is expected to report $0.50 for 3Q. Powered by Onclusive and Dow Jones. We offer an enhanced version of this briefing that is optimized for viewing on mobile devices and sent directly to your email inbox. If you would like to sign up, please go to https:\\newsplus.wsj.com/ subscriptions. This article is a text version of a Wall Street Journal newsletter published earlier today.

[转推] zerohedge reposted Fox is reporting that CBS's Face the Nation host Margaret Brennan was one of those objecting to pursuing the Peltola scandal. Brennan allegedly compared a decoy candidate to voters being confused by different Sununu brothers who have run for office... [链接预览] Bari Weiss faced 'significant resistance' from CBS News staffers about Alaska ballot scandal,...

BINANCE WALLETS SEE $2.77 BILLION OUTFLOW ACROSS FIVE BLOCKCHAINS AMID DRAIN SUSPICIONS; HACK UNCONFIRMED

Texas Instruments Insiders Sold Shares Worth Over $4.5M. Director and direct shareholder Robert E. Sanchez sold 6,065 shares of Texas Instruments common stock on October 27, 2026, in two transactions at weighted average prices of $302.14 and $303.07 per share, for a total of $1,832,922. After the transactions, he directly owned 21,600 shares. Director Pamela H. Patsley sold 4,532 shares of Texas Instruments common stock at a weighted average price of $301.56 per share, for a total of $1,366,669. Following the transaction, she directly owned 34,487 shares. Director and direct shareholder Janet F. Clark sold 4,306 shares of Texas Instruments common stock on October 27, 2026, in transactions at weighted average prices of $302.40 for 3,956 shares and $303.17 for 350 shares, for a total of $1,302,403. Following the transactions, she directly owned 11,341 shares. Reporter Name Relationship Type Amount SEC Filing Sanchez Robert E Director Sell $1,832,922 Form 4 Patsley Pamela H Director Sell $1,366,669 Form 4 Clark Janet F Director Sell $1,302,403 Form 4

Alphabet Inc. Price Target Cut to $375.00/Share From $425.00 by JP Morgan. Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOG/analyst-ratings (20:40 GMT) Alphabet Inc. Is Maintained at Overweight by JP Morgan Ratings actions from Benzinga: https://www.benzinga.com/quote/GOOG/analyst-ratings

Amazon $AMZN just brought in more than $200 Billion of revenue for the 3 quarter in its history

RBC Capital maintains Vertiv Holdings at Outperform, raises price target to $351 from $323. RBC Capital maintained Vertiv Holdings at Outperform and raised its price target to $351 from $323, an 8.7% increase. The price target implies an upside of 42.7% from the Oct 29 close of $245.92. Recent analyst actions on Vertiv Holdings Date Firm Action Rating Price target Oct 29 Citigroup Maintains Buy $362 Oct 29 TD Cowen Maintains Buy $357 Oct 29 Wells Fargo Maintains Overweight $345 Oct 15 Mizuho Maintains Outperform $280 Oct 14 RBC Capital Maintains Outperform $323 Across the five most recent analyst notes published on Vertiv Holdings over the past 30 days, price targets range from $280 to $362. Explore more price target data and ratings for Vertiv Holdings on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

Sandisk sees revenue nearly quintuple - and its stock is heading higher. By Emily Bary and Hannah Pedone Sandisk's earnings show that the company is growing quite profitably Sandisk's stock is up more than 450% this year. One of the market's hottest artificial-intelligence companies just impressed with its latest earnings commentary. Sandisk (SNDK) gave a forecast that calls for $12.2 billion to $12.6 billion in revenue during the December quarter, whereas analysts tracked by FactSet had been looking for $12.3 billion. Revenue for the September quarter came in at $11 billion, up 378% from a year prior, while analysts were modeling $10.7 billion. CEO David Goeckeler called out "robust and growing demand for our products," which fueled "outpaced growth in our data-center business." Shares were up 2% in Thursday's extended session. Sandisk has been a major beneficiary of the AI boom, which has fueled unprecedented demand for products that store and move data. The company has been able to grow quite profitably, as tight supply of its storage offerings has allowed it to raise prices dramatically. To that end, the company logged an 85.1% adjusted gross margin for the September quarter, with that measure showing the portion of money Sandisk was able to retain after covering the costs of making its products. This marked an expansion from the 84.6% adjusted operating margin recorded in the June quarter. Sandisk's forecast calls for an adjusted gross margin of 84.5% to 85.5% in the December quarter. Adjusted earnings per share in the September quarter ballooned 6,913% to $52.60 and exceeded expectations for $46.67, although the company flagged that the percentage is "not a meaningful figure." Sandisk shares have been among the best performers in the S&P 500 SPX this year, rising more than 450% so far in 2026, a gain second only to that of Moderna (MRNA). -Emily Bary -Hannah Pedone This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.

Monolithic Power Systems Announces Appointments Of Chief Financial Officer And Chief Accounting Officer. Monolithic Power Systems Inc MPWR : MONOLITHIC POWER SYSTEMS ANNOUNCES APPOINTMENTS OF CHIEF FINANCIAL OFFICER AND CHIEF ACCOUNTING OFFICER MONOLITHIC POWER SYSTEMS - APPOINTS TONY BALOW AS CFO AND ROBERT DEAN AS CAO EFFECTIVE IMMEDIATELY

Total money market funds fell $43.29b to $7.9t for the week ended October 28th - ICI.

Intel Shares Tumble on Lower 3Q Profit, Weak 4Q Guidance. By Elias Schisgall Intel logged a lower profit in the third quarter and guided for lackluster fourth-quarter earnings, sending shares sliding after-hours. The chip maker on Thursday projected that adjusted earnings in the current fourth quarter of 25 cents a share, on revenue between $15 billion and $16 billion. Analysts polled by FactSet were expecting fourth-quarter earnings of 45 cents a share on $17.29 billion of revenue. Shares fell 17% to $76.85 in after-hours trading. The stock closed down 3.6% at $92.07, and has more than doubled in price this year through the close. The company reported a third-quarter profit of $3.32 billion, or 60 cents a share. That compares with a profit of $4.06 billion, or 90 cents a share, a year earlier. Stripping out certain one-time items, adjusted earnings were 52 cents a share. Analysts polled by FactSet were expecting 41 cents a share. Revenue grew 21% to $16.51 billion, missing analyst expectations for $16.56 billion. While revenue from the company's data center and AI segment surged 78% to $7.3 billion, the client computing and physical AI group had revenue decline 5% to $8.1 billion. Intel Chief Executive Lip-Bu Tan said the company has seen headwinds in the personal computer market, with Chief Financial Officer David Zinsner projecting that the PC slowdown will last through at least the first six months of 2027. "Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Tan said. Intel is prioritizing building additional capacity for its Xeon line of CPUs to meet "extraordinary demand," Tan added. Write to Elias Schisgall at elias.schisgall@wsj.com

The idea that the Bank of Japan would enact a second hike in as many meetings has been given short shrift by central bank watchers. Nonetheless, experts expect a hawkish hold when the bank announces its decision on Friday. – Preview by @HarryDaniels71 https://livesquawk.com/report/special_boj-set-for-hawkish-hold-with-a-december-hike-in-play…

Tech Selloff Sparks Broad Market Rotation as Bonds Rally – US Market Wrap [链接预览] features.financialjuice.com Tech Selloff Sparks Broad Market Rotation as Bonds Rally – US Market Wrap - FinancialJuice A selloff in major technology stocks triggered a rotation into the broader equity market, while renewed concerns over the artificial-intelligence trade boosted demand for Treasuries. Alphabet plunged...

Tokyo CPI preview: core inflation seen at 2.6% as BoJ weighs December hike

AIR CANADA SEES FY2026 ADJUSTED CASM UP 5.5%-6% FROM 2025 AND ASM CAPACITY UP ABOUT 2.75%, ASSUMING JET FUEL AVERAGES ABOUT C$1.72 PER LITRE IN Q4, AND RECORDED PENSION PAST SERVICE COST CHARGES OF $131 MLN RELATED TO THE IAMAW AGREEMENT IN Q3

AIR CANADA SAYS DECISIVE PRICING, CAPACITY AND COST ACTIONS HELPED MITIGATE A CAD 906 MLN YOY INCREASE IN FUEL EXPENSE, THOUGH IT EXPECTS A CHALLENGING ENVIRONMENT TO PERSIST, WITH FY ADJUSTED EBITDA SEEN AT CAD 2,400 MLN TO 2,700 MLN AND FY FREE CASH FLOW SEEN BREAK-EVEN PLUS OR MINUS $150 MLN

AIR CANADA Q3 ADJUSTED EPS CAD 0.75, ABOVE IBES ESTIMATE OF CAD 0.53, WITH EPS CAD 0.49, NET INCOME CAD 139 MLN, OPERATING MARGIN 3.7% AND REVENUE CAD 6,984 MLN, ABOVE ESTIMATE OF CAD 6,879 MLN

Sandisk Profit Soars as AI Demand Drives Up Prices. By Nicholas G. Miller Sandisk reported exponentially higher fiscal first-quarter profit as the AI buildout drives memory demand skyward. The company posted net income of $8.1 billion, or $52.60 a share, up from $112 million, or 75 cents a share, the year prior. Adjusted earnings were $49.51 a share. Analysts polled by FactSet expected $46.67 a share. Revenue soared to $11.03 billion from $2.31 billion. Wall Street expected $10.72 billion. The company guided for second-quarter revenue of $12.2 billion to $12.6 billion and adjusted earnings of $55 to $57 a share. Analysts see second-quarter revenue of $12.31 billion and adjusted earnings of $53.60 a share. Hyperscalers have been willing to pay high prices for data storage, transforming the businesses of providers like Sandisk. Capacity has remained constrained, giving suppliers significant leverage in price negotiations with customers. Write to Nicholas G. Miller at nicholas.miller@wsj.com.

Friday FX Option Expiries [链接预览] financialjuice.com Friday FX Option Expiries EUR/USD: 1.1150 (EU4.39b), 1.1200 (EU3.47b), 1.1100 (EU1.82b) USD/JPY: 155.40 ($1.6b), 155.00 ($1.53b), 166.00 ($1.33b) USD/BRL: 5.0000 ($1.67b), 5.2000 ($1.3b), 5.0500 ($1.19b) AUD/USD: 0.7025...

Microsoft Price Target Maintained With a $640.00/Share by RBC Capital. Ratings actions from Benzinga: https://www.benzinga.com/quote/MSFT/analyst-ratings

SanDisk Posts Q1 Double Beat, Announces Stock Split. SanDisk Corp. SNDK posted its first-quarter fiscal 2027 results after Thursday’s closing bell, beating analyst estimates on the top and bottom lines. Here’s a look at the details inside the report. SNDK stock is moving. Watch the price action here. SanDisk Q1 Details SanDisk reported quarterly earnings of $49.51 per share, which beat the Street estimate of $46.22 by 7.12%, per Benzinga Pro data. Quarterly revenue clocked in at $11.03 billion, which beat the consensus estimate of $10.64 billion and was up from $2.31 billion in the same period last year. The company also announced an eight-for-one forward stock split effective Nov. 19, 2026. “We have started fiscal year 2027 with another quarter of strong performance, with robust and growing demand for our products driving outpaced growth in our data center business,” said CEO David Goeckeler . “We are executing on the strategy that we outlined at Investor Day, delivering growing and durable free cash flow through our technology leadership, deep customer partnerships, and disciplined financial management,” he added. Looking Ahead SanDisk expects second-quarter adjusted EPS of $55 to $57, versus the $53.19 analyst estimate, and revenue in a range of $12.2 billion to $12.6 billion, versus the $12.18 billion estimate. SNDK Stock Price: According to data from Benzinga Pro , SanDisk stock was up 2.42% to $1,362.20 in Thursday’s extended trading.

Infleqtion, Inc. (INFQ) Sets Q3 2026 Results for Nov. 16 After Close. Infleqtion, Inc. will release Q3 2026 results on Monday, Nov. 16, 2026, after market close, with a webcasted call at 4:30 PM ET. Material Details # Detail AI Analyst View 1 Q3 FY2026 results on Nov. 16 AMC Timing can drive volatility; traders position for the print and call commentary. 2 Earnings call at 4:30 PM ET Guidance and orders commentary often move the stock after hours. 3 Webcast and replay provided Ensures broad access to management remarks that can shift sentiment. Context by AI Analyst This is a routine earnings scheduling update, setting the near-term catalyst for the stock. A material move likely requires new KPIs, guidance, contract wins, or margin updates disclosed in the release or call. Based on the original press release from Infleqtion, Inc. distributed by BusinessWire.

Infleqtion to Report Third Quarter 2026 Financial Results on November 16, 2026. Infleqtion ( INFQ ) (the “Company”), a global leader in quantum computing and quantum sensing powered by neutral-atom technology, today announced that it will release its financial results for the quarter ended September 30, 2026, on Monday, November 16, 2026, after the financial markets close. The Company will host a conference call at 4:30 PM Eastern Time the same day to discuss financial results. The call will be webcast live on the Company’s Investor Relations website at https://ir.infleqtion.com/ in the News & Events section. An archived replay will be available shortly after the call. Conference Call Details Live Call Domestic Dial-In: 1-877-869-3847 International Dial-In: 1-201-689-8261 Replay Domestic Dial-In: 1-877-660-6853 International Dial-In: 1-201-612-7415 Access ID: 13763444 Webcast Event URL: https://event.webcasts.com/starthere.jsp?ei=1779772&tp_key=8d863a1477 The replay will be available approximately three hours after the conclusion of the conference call through November 30, 2026. About Infleqtion Infleqtion, Inc. ( INFQ ) is a global leader in quantum technology, delivering neutral atom solutions for quantum computing, networking, sensing, and security. With a product portfolio spanning quantum computers, quantum optical clocks, RF receivers, and inertial sensors, Infleqtion’s full-stack approach combines high-performance hardware with the company’s proprietary Superstaq quantum computing software platform. Infleqtion’s systems are already in use by the U.S. Department of War, NASA, the U.K. government, and in multiple collaborations with NVIDIA. Infleqtion, in collaboration with NVIDIA, published the world’s first demonstration of a materials science application using logical qubits. With operations in the U.S., Europe, and Asia, Infleqtion meets the demands of government and commercial customers across the space, defense, energy, finance and telecommunications sectors. For more information, visit Infleqtion.com or follow Infleqtion on LinkedIn, YouTube, and X. View source version on businesswire.com: https://www.businesswire.com/news/home/20261029772815/en/

Redwire Corporation to Report Third Quarter 2026 Results on November 4, 2026. Redwire Corporation ( RDW ; “Redwire” or “the Company”) today announced that it will report financial results for the third quarter ended September 30, 2026, after market close on Wednesday, November 4, 2026. Management will also conduct a conference call starting at 9 a.m. ET on Thursday, November 5, 2026, to review financial results for the third quarter 2026. The earnings conference call can be accessed by calling 877-485-3108 (toll free) or 201-689-8264 (toll), and the conference ID is 13763085 . A presentation with slides will also be live streamed. Please click the link below to follow along with the live stream: https://event.choruscall.com/mediaframe/webcast.html?webcastid=lPYqTb5R The listen-only audio webcast of the call will be available in the investor relations area of the company’s website at https://ir.rdw.com. Please call in or log on at least five minutes in advance of the scheduled start time. For those who are unable to listen to the live event, a replay will be available for two weeks following the event by dialing 877-660-6853 (toll-free) or 201-612-7415 (toll) and entering the access code 13763085. To access the webcast replay, visit the investor relations area of the company’s website at https://ir.rdw.com/. The earnings release and other information related to the earnings announcement will be available on RDW.com. About Redwire Redwire Corporation ( RDW ) is an integrated space and defense tech company focused on advanced technologies. We are building the future of aerospace infrastructure, autonomous systems, and multi-domain operations leveraging digital engineering and AI automation. Redwire’s approximately 1,400 employees located throughout North America and Europe are committed to delivering innovative space and airborne platforms transforming the future of multi-domain operations. For more information, please visit RDW.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20261029841675/en/

Wall Street ends lower as Alphabet revenue miss revives AI capex jitters. By Stephen Culp and Shashwat Chauhan US stocks slid on Thursday, with investors reassessing big tech's massive AI spending spree as they digested high-profile earnings and crucial inflation data the day after the Federal Reserve held US interest rates steady. All three major US equity indexes lost ground, with the tech-laden Nasdaq losing the most in the wake of Alphabet's GOOG disappointing quarterly results released late Wednesday. In contrast, the smallcap Russell 2000 RUT advanced 1.0%. Semiconductor stocks SOX snapped their four-day winning streak, dropping 1.4% as investors sought to distinguish between companies that can fund their lofty AI ambitions and those that burn through cash and borrow funds to realize their goals. Alphabet GOOG was in the latter camp following its quarterly report released late on Wednesday. The Google parent's revenue miss was compounded by its accelerated AI-related cash burn. Its shares slid 12.6%, dragging the communication services sector S5TELS down with it. "A risk-off day like this, with small caps outperforming, is a good sign that thus far the market's interpretation of cracks in the AI story doesn't mean cracks in every corner of the market," said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. "There's plenty of other places to go with your money outside of the AI trade that have pretty decent prospects." On Wednesday, Federal Reserve policymakers chose to hold US rates steady, acknowledging that while price pressures remain "elevated," the central bank will decide on its next move as it "accumulates more information." A raft of economic data released on Thursday answered that call, with a first take on third-quarter GDP that showed the US economy grew at a faster-than-expected pace in the third quarter, while price growth continued to heat up with a war-related oil supply crunch feeding into broader, systemic inflation. The Dow Jones Industrial Average DJI fell 132.54 points, or 0.25%, to 52,342.56, the S&P 500 CBOE:SPX lost 23.59 points, or 0.30%, to 7,720.39 and the Nasdaq Composite IXIC lost 365.13 points, or 1.37%, to 26,184.72. Third-quarter earnings season has crossed the halfway point, with 253 of the companies in the S&P 500 having reported. Of those, 81% have beaten analyst expectations, according to the most recent LSEG data. Analysts now expect aggregate third-quarter S&P 500 earnings growth of 31.0%, year-on-year, per LSEG. Caterpillar CAT topped quarterly profit estimates but left its growth targets unchanged. The heavy equipment maker's shares tumbled 9.3%. Eli Lilly LLY jumped 6.6% after the drugmaker lifted its revenue outlook on strong sales of weight-loss drugs. Ford F gained 12.4% following the automaker's third-quarter revenue beat. Merck MRK beat earnings expectations on the strength of its cancer drug Keytruda and its HPV vaccine Gardasil. The drugmaker's shares advanced 3.8%. Software stocks were broadly weak. Fortinet FTNT and ServiceNow NOW both dropped more than 20% after reporting their quarterly results. Marvell Technology MRVL slumped 13.2% after media reports said the company was in advanced talks to buy data-center optics maker Lumentum Holdings LITE . Lumentum shares rose 0.6%. Amazon AMZN dropped 6.5% in extended trading after it provided disappointing fourth-quarter sales guidance. Advancing issues outnumbered decliners by a 1.95-to-1 ratio on the NYSE. There were 146 new highs and 201 new lows on the NYSE. On the Nasdaq, 2,464 stocks rose and 2,308 fell as advancing issues outnumbered decliners by a 1.07-to-1 ratio. The S&P 500 posted 19 new 52-week highs and 6 new lows while the Nasdaq Composite recorded 88 new highs and 191 new lows. Volume on US exchanges was 17.05 billion shares, compared with the 17.09 billion average for the full session over the last 20 trading days.

AXT Q3 revenue jumps 162% on strong customer demand. Overview Compound semiconductor wafer maker's Q3 revenue rose 162% yr/yr, beating analyst expectations Adjusted net income for Q3 beat analyst expectations Growth driven by strong indium phosphide demand and capacity expansion Outlook Company did not provide specific financial guidance for the next quarter or full year in its press release Result Drivers INDIUM PHOSPHIDE DEMAND - Co said Q3 growth was driven by strong customer demand for indium phosphide material CAPACITY EXPANSION - Co said productivity gains and expanded capabilities for large diameter products increased indium phosphide revenue opportunity MARGIN IMPROVEMENT - Gross margin increased significantly compared to prior periods Company press release: Key Details Metric Beat/Miss Actual Consensus Estimate Q3 Revenue Beat $73.40 mln $66.006 mln (4 Analysts) Q3 Adjusted Net Income Beat $26.80 mln $20.72 mln (3 Analysts) Q3 Adjusted Gross Margin 56.10% Analyst Coverage The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell" The average consensus recommendation for the semiconductors peer group is "buy" Wall Street's median 12-month price target for AXT, Inc. is $93.00, about 44.5% above its October 28 closing price of $64.38 The stock recently traded at 30 times the next 12-month earnings vs. a P/E of 134 three months ago Reuters Recommended Reads Oct 27 - Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales Oct 27 - Hong Kong's ASMPT Q3 revenue rises 49% on AI demand Oct 27 - Switzerland's INFICON Q3 sales jump, lifts FY outlook on firm semiconductor demand For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

AXT Reports Record Q3 Revenue of $73.4 Million, Up 162% Year Over Year. AXT reported record third-quarter 2026 revenue of $73.4 million, up 162% year over year, driven by strong demand for indium phosphide material. GAAP net income attributable to AXT was $25.7 million, or $0.39 per diluted share, compared with a year-ago net loss. Non-GAAP diluted earnings per share were $0.41. Financial Highlights Revenue was $73.4 million, compared with $28.0 million in the third quarter of 2025. Gross profit was $41.1 million; GAAP gross margin was 56.0%, compared with 22.3% a year earlier. Operating income was $28.4 million, compared with an operating loss of $1.1 million in the third quarter of 2025. Net income attributable to AXT was $25.7 million, or $0.39 per diluted share, versus a net loss of $1.9 million, or $0.04 per diluted share, a year earlier. Non-GAAP net income was $26.8 million, or $0.41 per diluted share. Business Highlights Indium phosphide material demand was the principal driver of the quarter’s record revenue. AXT said it surpassed its goal of doubling indium phosphide capacity and expanded productivity and capabilities for high-value, large-diameter products. The company said these capacity and capability gains have increased its 2026 indium phosphide revenue opportunity to more than four times its prior level. AXT described its focus as executing on customer support as customers scale amid strong market demand. Original SEC Filing: AXT INC [ AXTI ] - 8-K - Oct. 29, 2026

Bloom Energy Price Target Raised to $284.00/Share From $281.00 by Citigroup. Ratings actions from Benzinga: https://www.benzinga.com/quote/BE/analyst-ratings (20:29 GMT) Bloom Energy Is Maintained at Neutral by Citigroup Ratings actions from Benzinga: https://www.benzinga.com/quote/BE/analyst-ratings

GOOGL down half an Elon

Nasdaq leads stocks lower; Intel and Amazon tumble after hours

Sandisk Q1 2027 Earnings Call Is Live. Sandisk's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following SNDK, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

AXT Q3 2026 Earnings Call Is Live. AXT's quarterly earnings call has just begun. Earnings call Executives will discuss the latest financial results before taking questions from Wall Street analysts. If you're following AXTI, now's the time to hear management explain the numbers behind the headlines. And potentially drop some surprise news. Here are the numbers we already know: Management commentary can often move markets as much as the earnings release itself, especially when executives discuss future demand, margins or capital spending.

Intel Corporation Announces Decline In Q3 Bottom Line. SANTA CLARA (dpa-AFX) - Intel Corporation (INTC) revealed a profit for third quarter that Drops, from last year The company's bottom line came in at $3.320 billion, or $0.60 per share. This compares with $4.063 billion, or $0.90 per share, last year. Excluding items, Intel Corporation reported adjusted earnings of $2.8 billion or $0.52 per share for the period. The company's revenue for the period rose 20.9% to $16.513 billion from $13.653 billion last year. Intel Corporation earnings at a glance (GAAP) : -Earnings: $3.320 Bln. vs. $4.063 Bln. last year. -EPS: $0.60 vs. $0.90 last year. -Revenue: $16.513 Bln vs. $13.653 Bln last year. -Guidance: Next quarter EPS guidance: $ 0.25 Next quarter revenue guidance: $ 15.0 B To $ 16.0 B Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

Pentagon Plans For Death Of Trump’s Record Military Budget – @politico [链接预览] subscriber.politicopro.com POLITICO Pro: Pentagon plans for death of Trump’s record military budget The administration insists it has support for a $1.5 trillion defense budget. Officials are privately planning for less.

ST LNG AIMS TO REACH A FINAL INVESTMENT DECISION ON ITS DEEPWATER OFFSHORE LNG EXPORT PROJECT AROUND MID- TO LATE 2027, AND SAYS ONE INDIAN INTEGRATED ENERGY COMPANY IS CLOSE TO SIGNING AS THE PROJECT’S FIRST CUSTOMER - COMPANY PRESIDENT AND CEO

Amazon Craters As Cash Burn Explodes

Monolithic Power Systems, Inc. Q3 Income Advances. WASHINGTON (dpa-AFX) - Monolithic Power Systems, Inc. (MPWR) released a profit for its third quarter that Increases, from the same period last year The company's bottom line totaled $271.067 million, or $5.51 per share. This compares with $179.766 million, or $3.74 per share, last year. Excluding items, Monolithic Power Systems, Inc. reported adjusted earnings of $402.7 million or $8.19 per share for the period. The company's revenue for the period rose 63.1% to $1.202 billion from $737.176 million last year. Monolithic Power Systems, Inc. earnings at a glance (GAAP) : -Earnings: $271.067 Mln. vs. $179.766 Mln. last year. -EPS: $5.51 vs. $3.74 last year. -Revenue: $1.202 Bln vs. $737.176 Mln last year. -Guidance: Next quarter revenue guidance: $ 1.315 B To $ 1.385 B Copyright(c) 2026 RTTNews.com. All Rights Reserved Copyright RTT News/dpa-AFX

$GILD | Gilead Sciences Q3 Earnings: - Net Income: $2,429M - Product Sales: $8,289M - EPS: $1.94 - Adjusted EPS: $2.55 (est $2.19) - Sees FY Adjusted EPS: -$1.2 To -$0.85 - Sees FY Product Sales: $31,000M-$31,300M - FY GAAP And Adjusted Loss Per Share Outlook Includes Impact Of About $9.88 From Acquired $12.4B IPR&D Charges

【最新内容：investingLive @investingLive_ · 2026-10-29T20:22:35.000Z】 Maybe the hyperscalers will dial back the debt issuance for a hot moment. 【引用内容：Ed Bradford @Fullcarry · 2026-10-29T20:21:04.000Z】 Apparently, it's all just one big AI trade. USTs go bigly bid

Sandisk $SNDK stock just announced a 8:1 stock split SNDK will have 8x the shares outstanding, and each share will trade at 1/8th the price The total value of the shares you hold are not directly impacted

Seagate Technology 2026: Revenue $4.23B, EPS $7.59— 10-Q Summary. Seagate Technology reported revenue of $4.23B and diluted EPS of $7.59 for 2026, up 61% and 212.3%, respectively, from the prior-year period. Net income rose to $1.76B from $549M. Financial Highlights Metric Current quarter Prior year quarter YoY change Revenue¹ $4.23B $2.63B 61% Net income² $1.76B $549M 220.8% Diluted EPS³ $7.59 $2.43 212.3% ¹ Reported as “Revenue”. ² Reported as “Net income”. ³ Reported as “Diluted income per share”. Business Highlights Revenue increased to $4.2B, up $604M sequentially and $1.6B year over year, driven by pricing and stronger nearline demand. OEMs accounted for 81% of revenue, compared with 79% in the prior quarter; distributors represented 15% and retailers 4%. HDD capacity shipments totaled 220 exabytes, including 198 nearline exabytes, supported by sustained cloud demand and growing enterprise and OEM deployments. Data center sales represented 81% of revenue. Management cited AI and other data-intensive workloads as long-term demand drivers for scalable storage. Management pointed to pricing discipline and long-term customer engagements as sources of demand visibility, while monitoring geopolitical and trade-policy uncertainty. Original SEC Filing: Seagate Technology Holdings plc [ STX ] - 10-Q - Oct. 29, 2026

Intel Shares Tumble on Lower 3Q Profit, Weak 4Q Guidance. By Elias Schisgall Intel logged a lower profit in the third quarter and guided for lackluster fourth-quarter earnings, sending shares sliding after-hours. The chip maker on Thursday projected that adjusted earnings in the current fourth quarter of 25 cents a share, on revenue between $15 billion and $16 billion. Analysts polled by FactSet were expecting fourth-quarter earnings of 45 cents a share on $17.29 billion of revenue. Shares fell 17% to $76.85 in after-hours trading. The stock closed down 3.6% at $92.07, and has more than doubled in price this year through the close. The company reported a third-quarter profit of $3.32 billion, or 60 cents a share. That compares with a profit of $4.06 billion, or 90 cents a share, a year earlier. Stripping out certain one-time items, adjusted earnings were 52 cents a share. Analysts polled by FactSet were expecting 41 cents a share. Revenue grew 21% to $16.51 billion, missing analyst expectations for $16.56 billion. While revenue from the company's data center and AI segment surged 78% to $7.3 billion, the client computing and physical AI group had revenue decline 5% to $8.1 billion. Intel Chief Executive Lip-Bu Tan said the company has seen headwinds in the personal computer market, with Chief Financial Officer David Zinsner projecting that the PC slowdown will last through at least the first six months of 2027. "Despite near-term headwinds across the PC industry, demand for our CPUs remains robust, reinforcing our confidence in the long-term growth opportunities for our business," Tan said. Intel is prioritizing building additional capacity for its Xeon line of CPUs to meet "extraordinary demand," Tan added. Write to Elias Schisgall at elias.schisgall@wsj.com

Sandisk, $SNDK, earnings: - EPS: $49.5, est: $46 - Rev: $11 billion, est: $10.7 billion $COIN earnings: - EPS: $2.51, est: -$0.1 - Rev: $1.21 billion, est: $1.23 billion $RDDT earnings: - EPS: $1.4, est: $1.33 - Rev: $894 million, est: $874 million

Economic and event calendar in Asia - all eyes on Japan for the BoJ

Why Do They Despise Musk?

RBC Capital maintains Microsoft at Outperform, keeps price target at $640. RBC Capital maintained Microsoft at Outperform and kept its price target at $640. The price target implies an upside of 20.7% from the Oct 29 close of $530.14. Recent analyst actions on Microsoft Date Firm Action Rating Price target Oct 29 Citigroup Maintains Buy $680 Oct 29 DA Davidson Maintains Buy $650 Oct 29 TD Cowen Maintains Buy $650 Oct 29 Scotiabank Maintains Sector Outperform $650 Oct 29 Citizens Maintains Market Outperform $625 Across the five most recent analyst notes published on Microsoft over the past 30 days, price targets range from $625 to $680. Explore more price target data and ratings for Microsoft on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

$INTC | Intel Shares Sink 21% After Earnings Show Q4 Revenue Outlook Miss Expectactions