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Intel shares slump on weak Q4 guidance, ongoing PC slowdown. For the third quarter, Intel posted adjusted earnings per share of $0.52, ahead of the $0.40 expected, on $16.51bn of revenues, broadly in line with forecasts and up 21% from $13.7bn a year earlier. However, revenues in its client computing and physical AI division fell 5% year‑on‑year to $8.1bn, missing estimates, even as data‑centre and AI revenue surged 78% to $7.3bn. Intel also noted that global PC shipments dropped 4% in Q2 amid sharply higher component costs. Intel guided to Q4 adjusted EPS of $0.25 on revenues of $15bn to $16bn, well below analyst expectations of $0.43 and $17.1bn. Finance chief David Zinsner said the PC downturn was likely to continue "at least through the first half of next year", adding that Intel would keep investing "disciplinedly" in capacity and working capital to support future growth. The California-based firm's outlook also reflected the impact of an explosion at an Israeli fabrication plant earlier in October that killed two workers and injured another. Zinsner said the incident would reduce revenues by around $600m over two quarters. As of 1140 GMT, Intel shares were down 25.65% in pre-market trading at $68.45 each. Reporting by Iain Gilbert at Sharecast.com

ECB’s Makhlouf: Current inflation situation is uncomfortable.

CENTCOM: Reached milestone this week helping Gulf export oil.

ECB’s Makhlouf: Holding rates doesn't signal ecb is finished.

Intel, Amazon, Reddit, Chevron, Exxon, and More Stocks That Explain Today's Market — Barrons.com. By Adam Clark Stock futures were mixed on Monday as technology shares sold off on the back of earnings but oil companies benefited from surging profits, fueled by the Iran conflict. Intel stock was falling 25% after underwhelming guidance surprised the market, following a fatal explosion at one of its facilities. Its weak forecast for the PC market was dragging down peers Dell Technologies and HP. Amazon.com was down 6.3% after third-quarter earnings came in below Wall Street's expectations on the back of revenue from retail and advertising. Reddit fell 19% after its earnings showed weaker-than-expected user growth as traffic trends continue to face pressures from Google search updates. The tech selloff was taking down cloud-computing companies with CoreWeave and Nebius Group dropping more than 7%. Chip stocks were also suffering with Advanced Micro Devices down nearly 8%. But things were brighter for oil companies. ExxonMobil was rising 1.6% and Chevron was gaining 1.2% after both banked huge third-quarter profits. Write to Adam Clark at adam.clark@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

North Korea Blamed For $6.3 Billion Binance Heist: "Stole 19% Of Its Yearly Income In 20 Minutes" [链接预览] Binance Investigates Possible Hack After Billions Transferred Out; Tether And Circle Freeze...

Trump: Iran war will end very soon, one way or another.

Pres Trump: Iran War To End Very Soon One Way Or Another

[转推] Evan reposted CBOE GLOBAL MARKETS $CBOE JUST REPORTED Q3 EARNINGS - Revenue: $712.2M, beating expectations of $706M 🟢 - Adj EPS: $3.63, beating expectations of $3.43 🟢 - Adj EBITDA: $528.8M (+27% YoY) - Options: $469.5M (+23% YoY) FY26 Guidance: - Organic Total Net Revenue Growth: High teens (from mid to high teens) - Data Vantage Organic Net Revenue Growth: Mid teens (from low teens) - Adj Oper Expenses: $830M-$845M (from $838M-$853M) Key Updates: - S&P License: Exclusive license extended through 2051 - Event Contracts: SEC approvals received (November launch anticipated)

Intel Valuation Hard to Justify Amid PC Weakness — Market Talk. Intel's valuation is difficult to justify when weakness in the personal-computing market is so significant, Davidson analysts write. Revenue in the group's client computing division, coming in 9% below Wall Street estimates, the analysts note. The decline was a result of Intel's customers reducing their PC inventories as they adjusted to lower consumer demand. "Much of the weakness can be attributed to industry factors such as memory prices," they say. The analysts lower their target price on the stock to $70 from $100. Intel shares slide more than 26% premarket, and are on track for their worst one-day performance on record. (josephmichael.stonor@wsj.com)

Intel warning sparks chip rout as PC weakness clouds turnaround. By Anhata Rooprai Intel's INTC shares slumped 25% in premarket trading after the chipmaker forecast a bleak quarter and warned of persistent weakness in the personal computer market through at least the first half of 2027, sparking a selloff in global chip stocks. The decline puts the US chipmaker, which forecast fourth-quarter revenue and profit below Wall Street expectations, on track to lose more than $123 billion in market value and open at its lowest level in about six months if losses hold through the regular trading session. The forecast underscores the challenges facing CEO Lip-Bu Tan's turnaround effort, with Intel still grappling with a prolonged PC market slump even as it invests heavily in AI and manufacturing expansion. Semiconductor stocks, including Advanced Micro Devices AMD , Arm Holdings ARM , Qualcomm QCOM , Nvidia NVDA , Broadcom AVGO and Micron MU , fell between 2% and 9% in premarket trading. The STOXX Europe 600 Technology Index (.SX8P) was down 2.1%, with sector heavyweight ASML ASML shedding 5.2%. US-listed shares of the world's largest contract chipmaker, TSMC 2330 , were down 3.5%. Intel expects fourth-quarter revenue of $15 billion to $16 billion, below analysts' average estimate of $17.07 billion, according to data compiled by LSEG. Finance chief David Zinsner also said Intel does not expect positive cash flow this year. MEMORY CRUNCH BITES Higher memory prices, driven by suppliers shifting capacity toward AI-focused high-bandwidth memory chips, are raising PC costs and weighing on already weak consumer demand. PC chips accounted for roughly half of Intel's third-quarter revenue, and the company expects sales from the segment to decline more than 20% sequentially this quarter after a 5% drop in the September period. "It will be important to see if Intel can expand the highly profitable Xeon product supply to help offset this developing weakness in PC," said Brian Mulberry, chief market strategist at Zacks Investment Management. "Bottom line, weaker sales volumes, higher manufacturing costs, and an out-of-cycle product mix is a recipe for the stock to decline over the near term as future earnings are under a lot of pressure."

CHINA'S XI, TO SWISS PRESIDENT SAYS HOPES SWITZERLAND TO PLAY ACTIVE ROLE IN PROMOTING BALANCED, STABLE, UPWARD DEVELOPMENT OF CHINA-EUROPE TRADE - STATE TV

Trump Administration Moves to Block Chinese Telecom Firms From Accessing US Phone Numbers Amid Robocall Threats: Report. The Trump administration is reportedly preparing a new national security measure aimed at limiting Chinese telecom companies’ access to American phone numbers and disrupting scam-related robocalls. The Federal Communications Commission (FCC) is scheduled to vote Nov. 19 on a proposal that could block China Mobile , China Telecom , China Unicom and other internet-based providers from directly accessing U.S. phone numbers, Reuters reported on Thursday. For telecom companies providing Voice over Internet Protocol, direct access is ⁠a cheaper option and makes it easier to offer advanced features, the report added. The agency said restricting that access would reinforce protections against illegal robocalls. The agency may revoke existing direct-number authorizations for Chinese companies considered security risks, according to the report. The FCC has already prohibited the three named telecom providers from offering international telecommunications services to the U.S. FCC Chair Brendan Carr told the publication that the decision would strengthen the agency’s "first line of defense" against "bad actors and illegal robocallers." The FCC also intends to limit providers that use equipment from companies on its national security risk list, including Huawei and ZTE . Chinese laboratories could additionally be barred from testing U.S. electronics beginning in December 2028. China’s foreign ministry said Friday that it firmly opposed the expected ban, accusing Washington of broadening national security justifications and using government authority to suppress Chinese companies. FCC did not immediately respond to Benzinga’s request for comments. US Expands Scrutiny Of Chinese Tech The proposal extends a broader U.S. effort to scrutinize Chinese-linked communications infrastructure. Earlier this month, Washington was also considering restrictions on Chinese optical transceivers , components that move data through fiber-optic networks and support artificial intelligence (AI) data centers. Shares of Lumentum Holdings Inc. LITE and Coherent Corp. COHR rose after reports of those potential measures. In June, the FCC proposed tighter oversight of submarine cables , which carry about 99% of international internet traffic, creating more room for U.S. tech giants, including Meta Platforms Inc. META and Alphabet Inc. GOOG GOOGL , to expand networks.

The Riots In France Expose The Dangerous Fiction That Public Spending And 'Integration' Create A Peaceful Society [链接预览] The Riots In France Expose The Dangerous Fiction That Public Spending And 'Integration' Create A...

Intel Is Maintained at Neutral by Cantor Fitzgerald. Ratings actions from Benzinga: https://www.benzinga.com/quote/INTC/analyst-ratings (11:19 GMT) Intel Price Target Cut to $90.00/Share From $125.00 by Cantor Fitzgerald Ratings actions from Benzinga: https://www.benzinga.com/quote/INTC/analyst-ratings

CHINA'S XI SAYS AS LONG AS CHINA, EU UPHOLD PARTNERSHIP POSITIONING AND EQUAL DIALOGUE, DIFFERENCES AND PROBLEMS CAN ALWAYS BE RESOLVED

Xi says China regards EU as a partner- CCTV

EU Fees On Low-Value Ecommerce Packages Should Raise €5.9 Billion For EU Budget Annually From 2028-2034 - Official Estimate Seen By RTRS

Energy Fuels Inc. expected to post a loss of 2 cents a share - Earnings Preview. Energy Fuels Inc. EFR is expected to show a rise in quarterly revenue when it reports results on November 4 for the period ending September 30 2026 The Lakewood Colorado-based company is expected to report a 169.3% increase in revenue to $47.7 million from $17.71 million a year ago, according to the estimate from one analyst, based on LSEG data. ​LSEG's mean analyst estimate for Energy Fuels Inc. is for a loss of 2 cents per share. The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy," no "hold" and no "sell" or "strong sell." The mean earnings estimate of analysts was unchanged in the last three months. ​ Wall Street's median 12-month price target for Energy Fuels Inc. is C$32.50, about 182.6% above its last closing price of C$11.50

QATARI MEDIATORS IN TEHRAN TO DISCUSS LATEST US PEACE TALKS PROPOSAL - AXIOS

The Logistics Report: Logistics Operators Push Off Holiday Hiring — WSJ Newsletter. By Liz Young Companies are going just-in-time with their hiring for the busy holiday shopping season. The WSJ Logistics Report writes that logistics companies and retailers are using technology to speed up the hiring process and flexible scheduling to bring on workers as needed. The tactics let businesses hire later in the season to avoid bringing on too many employees-or too few-in an uncertain retail economy. E-commerce fulfillment provider Paxon used to start staffing up around September. In the past few years, the company has instead brought on more temporary workers in late October or November. Companies are taking different hiring approaches this year. DHL Group and GXO Logistics each plan to hire about 25% more seasonal workers. United Parcel Service is keeping hiring roughly flat with more than 100,000 seasonal workers. The U.S. Postal Service plans to reduce seasonal hiring to about 10,000 people from 14,000 last year. Amazon said it plans to hire more than 300,000 employees for the holidays, up from 250,000 in 2025. Businesses have had to make their plans amid a murky economic outlook. The National Retail Federation forecast retail sales will grow 4.2% from last year. But some of that growth may come from higher prices rather than increased volume. Revenue from Amazon's online retail business grew 2% in the third quarter to about $68.5 billion. (WSJ) Quote of the Day "The last months have shown how critical oil inventories are, not just the total number, but the ability to access them." Ben Cahill, director of energy markets and policy at the University of Texas at Austin. Transportation Port employers are staving off the threat of a strike in Southern California-for now. The WSJ Logistics Report's Paul Berger writes that employers at the ports of Los Angeles and Long Beach say they are nearing a deal with union workers that would delay the threat of a strike. The Pacific Maritime Association said it is finalizing an extension to a labor contract with 250 unionized watchmen, or port security guards, that is due to expire Sunday. A spokesman said the extension would run through Wednesday, giving the two sides more time to reach a new contract deal. The employer group had warned that the guards had voted to authorize a strike that could begin as soon as the current contract expired if a deal wasn't reached. Employers feared that if the guards went on strike, other unionized longshore workers, from crane operators to container-yard workers, wouldn't cross picket lines. Number of the Day 242.4 U.S. Bank freight payment index for shipper spending in the third quarter, up 32.1% from a year ago in the largest annual increase since 2021. Procurement A seismic change in demand for memory chips is highlighting the importance of supplier relationships. The WSJ's Rolfe Winkler reports that for years, tech giant Apple was the world's biggest buyer of flash, the chips in iPhones that store photos, music and apps. The company used its position to squeeze every cent from suppliers and got flash makers to open their books so it could monitor sales, making sure no one else got a better deal. But in the past year, demand by AI hyperscalers has quintupled prices for flash, according to research firm TechInsights. Two years ago, Apple bought nearly twice the flash storage of Microsoft, Amazon, Meta and Google combined. Hyperscalers are now buying double Apple's share. That has opened a new era for flash suppliers and given the companies leverage to charge Apple higher prices-a massive change after years where Apple had the upper hand in negotiations. In Other News U.S. gross domestic product rose at a 3.4% annual rate in the third quarter. (WSJ) Jobless claims fell to 194,000 last week. (WSJ) The Trump administration promised to ease tariffs on automakers that commit to more U.S. manufacturing. (WSJ) DoorDash struck a deal to buy food-delivery rival Instacart for about $17 billion. (WSJ) ExxonMobil and Chevron reported massive third-quarter profits, benefiting from global energy market disruptions caused by drone attacks on refineries. (WSJ) Industrial-equipment maker Caterpillar's revenue rose 17% in the latest quarter. (WSJ) Ukraine struck an oil refinery in Russia's Samara region on Friday, ending a two-week pause in such attacks. (WSJ) Trucking company XPO reported third-quarter revenue increased 12.4% year-over-year to $2.4 billion. (Trucking Dive) Profit at Cosco Shipping Holdings jumped more than 80% in the third quarter. (TradeWinds) A.P. Moeller-Maersk is closing in on its first order for 24,000-TEU containerships. (Lloyd's List) Norwegian car carrier Wallenius Wilhelmsen secured two contracts worth more than $1 billion with a major equipment manufacturer. (Splash 247) C.H. Robinson Worldwide executives pushed back on analyst concerns that its acquisition of rival freight broker RXO could create operational overlap. (Transport Topics) Turkey is accelerating rail projects aimed at creating a freight corridor from China to Europe through its territory. (Nikkei Asia) Operations at CSX Transportation were returning to normal after a technology outage disrupted its rail network for nearly 36 hours. (Journal of Commerce) A delay in renewals for Mexican shipping partners' permits is putting e-commerce seller Shein's business in the country at risk. (Bloomberg) Authorities in Cook County, Ill., recovered part of a stolen shipment of Red Bull worth $300,000. (People) Dow Jones Risk Journal Podcast In this week's episode: AI is helping uncover software vulnerabilities that have remained hidden for years, and that could be a huge problem for companies. Plus, the midterms were already a firestorm, and AI-powered deepfakes are pouring on gasoline. New episodes every Friday on Apple Podcasts, Spotify and Amazon. About Us Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger. Forwarded this email by a friend? Sign up here > This article is a text version of a Wall Street Journal newsletter published earlier today.

Cantor Fitzgerald maintains Intel at Neutral, lowers price target to $90 from $125. Cantor Fitzgerald maintained Intel at Neutral and lowered its price target to $90 from $125, a 28.0% decrease. The price target implies a downside of 2.2% from the Oct 29 close of $92.07. Recent analyst actions on Intel Date Firm Action Rating Price target Oct 30 Roth Capital Downgrades Neutral $70 Oct 30 B of A Securities Downgrades Neutral $100 Oct 27 Rosenblatt Maintains Sell $80 Oct 27 Wedbush Reiterates Neutral $98 Oct 26 RBC Capital Reiterates Sector Perform $100 Across the five most recent analyst notes published on Intel over the past 30 days, price targets range from $70 to $100. Explore more price target data and ratings for Intel on the Forecasts tab , and track all previous and future analyst recommendations in the dedicated News Flow .

ECB'S KOCHER SAYS INFLATION RISKS HAVE CLEARLY INCREASED, BUT NEITHER ACTING PREMATURELY NOR WAITING IDLY WILL ENSURE PRICE STABILITY.

[转推] LiveSquawk reposted 🇶🇦🇺🇸🇮🇷Qatari mediators are in Tehran today to discuss with Iranian officials the latest U.S. proposal for resumption of peace talks, a diplomatic source tells me

ECB'S KOCHER SAYS “NEED FOR ACTION" IF SITUATION DOESN'T QUICKLY IMPROVE.

UK's CMA Opens Investigation Into Meta’s Commercial Terms. UK's CMA: CMA OPENS INVESTIGATION INTO META’S COMMERCIAL TERMS UK CMA: INVESTIGATION WILL EXAMINE CONCERNS THAT META’S TERMS AND CONDITIONS UNFAIRLY HARM NEWS PUBLISHERS AND OTHER CONTENT BUSINESSES CMA: TERMS ALLOW META TO ACCESS & USE CONTENT FROM NEWS PUBLISHERS’ WEBSITES TO DEVELOP AND PROVIDE ITS OWN PRODUCTS AND SERVICES UK CMA: AS THIS IS ONLY THE START OF THE CMA’S INVESTIGATION, NO DECISION HAS YET BEEN MADE ON WHETHER META HAS BROKEN THE LAW CMA: INVESTIGATION WILL ASSESS WHETHER META HOLDS DOMINANT POSITION IN RELEVANT MARKET IN THE UK AND WHETHER TERMS AMOUNT TO ABUSE OF THAT POSITION UK CMA: SEPARATELY, THE CMA IS SEEKING INFORMATION FROM META ON ITS NEW META ONE BUSINESS SUBSCRIPTION SERVICE

ECB'S: KOCHER SAYS RISKS TO INFLATION HAVE INCREASED.

BINANCE SETS ASIDE $6.34 BILLION TO COVER INCIDENT Binance says it has reserved more than $6.34 billion in company funds to cover an incident affecting user assets. The exchange also reported $5 billion already held in impacted token assets and $3 billion frozen with assistance from industry partners. Binance is working with law enforcement to recover affected assets and says all user funds will be publicly verified through its Proof of Reserves. The figures exclude additional frozen or protected assets undergoing verification.

Italy Hourly Wages (M/M) Sep 0.0% (prev 0.5%) - Hourly Wages (Y/Y): 2.5% (prev 2.4%)

ECB's Kocher: Inflation Risks Have Clearly Increased, But Neither Acting Prematurely Nor Waiting Idly Will Ensure Price Stability - If The Situation Does Not Improve In The Near Future, The Monetary Policy Environment Suggests A Response Will Be Necessary

Amazon and Intel Tank the AI Trade. The One Factor Linking Big Tech's Underwhelming Earnings. — Barrons.com. By Adam Clark Big Tech earnings are on track to be more of a horror movie than a crowd pleaser. Technology stocks across the market are sinking as investors eye shrinking cash flows across the sector's largest companies. Amazon.com was the latest victim. The online retailer-and-cloud computing provider disclosed that its free cash flow was negative $42.4 billion for the 12 months to the end of September. That's a huge reversal from the $14.8 billion in cash it generated in the same period a year earlier. It's a familiar pattern. Google-parent Alphabet and Meta Platforms both reported outflows of cash for the third quarter. Of the biggest companies reporting, only Microsoft offered a positive cash story, generating $18.6 billion for the quarter — although that was still down from $25.7 billion in the prior year. There's no mystery about what's responsible for this particular massacre of previously healthy cash-flow balances — spending on artificial intelligence. But previously those concerns had largely been offset by the hugely profitable core businesses of the big companies investing in AI. As Barron's has noted, those are now suffering their own missteps, which means investors are putting big cash outlays under harsher scrutiny. That accounts for stock drops of the major AI spenders — Amazon was down 6.9% in premarket trading Friday, with Alphabet, Meta and Microsoft all edging down as well. But the selloff was also hurting chip stocks and cloud-computing companies, which should arguably be the beneficiaries of their spending. Neocloud company CoreWeave — which has acted as a proxy for the riskiness of the AI trade due to its debt load — was down more than 6% as was its peer Nebius Group. Investors might be questioning how much more borrowing the market can bear, after Microsoft issued $25 billion in debt on Thursday. As it turns out, AI hardware providers aren't immune to cost pressures either. Intel stock was plummeting 25% in the premarket after its own earnings report Thursday. The soaring cost of memory chips is crimping its PC market, while the company is also struggling to ramp up supply to meet AI server demand. Intel also warned that it doesn't expect positive free cash flow in 2027, characterizing it as an "investment year." Intel's warning spooked its peers. Dell Technologies was down nearly 10%, while HP was down close to 8% in the premarket. "Investors took a moment to examine whether the recent pace of tech valuations still made sense, given all of the spending on AI development that is hitting cash flows," said Paul Stanley, managing director at wealth management firm Arca. "This is not the first tech and AI correction, and it won't be the last. We are still in the very early stages of AI development, and pullbacks are par for the course." Write to Adam Clark at adam.clark@barrons.com This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

$META | UK CMA Opens Probe Into Meta's Commercial Terms

$GD | General Dynamics Q3 2026 Earnings - Revenue: $14.57B (est $13.71B) - Operating Margin: 10.5% (est 10.4%) - EPS: $4.49 (est $4.13)

General Dynamics Q3 2026 Earnings - Revenue: $14.57B (est $13.71B) - Operating Margin: 10.5% (est 10.4%) - EPS: $4.49 (est $4.13)

ECB's Kocher: Inflation risks have clearly increased, but neither acting prematurely nor waiting idly will ensure price stability.

ECB's Kocher: “Need for action" if situation doesn't quickly improve.

ECB's Kocher: Risks to inflation have increased.

Colgate-Palmolive Q3 2026 Earnings - Sales: $5,369M (est $5,334M) - Adjusted EPS: $0.97 (est $0.93) - Sees FY Net Sales Growth: 4% To 5% - Sees FY2026 Base Business Gross Profit Margin: Up - Sees FY2026 Base Business EPS Growth: 5% To 7%

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HLIT Q3'26 Earnings: EPS estimate is 0.17 USD. HLIT (Harmonic Inc.) is set to announce its Q3'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:05 PM ET (9:05 PM UTC). For Q3'26, revenue estimate is 129.47 million USD with EPS (earnings per share) anticipated at 0.17 USD. Learn more details at HLIT Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 142.38 M 98.23 M 121.69 M 133.46 M — Revenue Estimate 129.05 M 141.45 M 102.21 M 120.89 M 129.47 M Revenue Surprise +10.33% -30.55% +19.06% +10.40% EPS Reported 0.12 0.14 0.17 0.21 EPS Estimate 0.05 0.10 0.12 0.17 0.17 EPS Surprise +163.66% +40.76% +47.83% +24.75%

VOYG Q3'26 Earnings: EPS estimate is (0.89) USD. VOYG (Voyager Technologies, Inc.) is set to announce its Q3'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 81.42 million USD with EPS (earnings per share) anticipated at (0.89) USD. Learn more details at VOYG Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 39.59 M 46.65 M 35.25 M 52.75 M — Revenue Estimate 39.68 M 48.02 M 35.21 M 49.05 M 81.42 M Revenue Surprise -0.24% -2.86% +0.10% +7.52% EPS Reported (0.22) (0.37) (0.61) (0.70) EPS Estimate (0.34) (0.37) (0.61) (0.88) (0.89) EPS Surprise +35.56% -0.18% -0.79% +20.28%

ICHR Q3'26 Earnings: EPS estimate is 0.45 USD. ICHR (Ichor Holdings) is set to announce its Q3'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 330.15 million USD with EPS (earnings per share) anticipated at 0.45 USD. Learn more details at ICHR Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 239.30 M 223.61 M 256.07 M 294.78 M — Revenue Estimate 235.14 M 220.84 M 251.32 M 300.17 M 330.15 M Revenue Surprise +1.77% +1.25% +1.89% -1.79% EPS Reported 0.07 0.01 0.15 0.34 EPS Estimate 0.12 (0.06) 0.13 0.31 0.45 EPS Surprise -41.25% +117.52% +14.13% +10.70%

ALMU Q1'27 Earnings: revenue estimate is 525.00K USD. ALMU (Aeluma, Inc.) is set to announce its Q1'27 results on November 06, time not specified. The earnings are expected to be disclosed at 7:00 AM ET (12:00 PM UTC). For Q1'27, revenue estimate is 525.00 thousand USD with EPS (earnings per share) anticipated at (0.13) USD. Learn more details at ALMU Financials page . Revenue & EPS values are provided in USD Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Revenue Reported 1.39 M 1.27 M 1.22 M 582.00 K — Revenue Estimate 1.26 M 1.40 M 1.36 M 575.00 K 525.00 K Revenue Surprise +9.92% -8.82% -10.15% +1.22% EPS Reported (0.03) (0.04) (0.04) (0.15) EPS Estimate (0.03) (0.05) (0.04) (0.07) (0.13) EPS Surprise -20.00% +20.00% -14.29% -100.00%

FN Q1'27 Earnings: EPS estimate is 4.19 USD. FN (Fabrinet) is set to announce its Q1'27 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q1'27, revenue estimate is 1.40 billion USD with EPS (earnings per share) anticipated at 4.19 USD. Learn more details at FN Financials page . Revenue & EPS values are provided in USD Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Revenue Reported 978.13 M 1.13 B 1.21 B 1.32 B — Revenue Estimate 934.42 M 1.08 B 1.19 B 1.28 B 1.40 B Revenue Surprise +4.68% +5.18% +2.22% +3.10% EPS Reported 2.92 3.36 3.72 4.10 EPS Estimate 2.82 3.25 3.56 3.81 4.19 EPS Surprise +3.39% +3.41% +4.54% +7.50%

BWXT Q3'26 Earnings: EPS estimate is 1.18 USD. BWXT (BWX Technologies, Inc.) is set to announce its Q3'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 970.52 million USD with EPS (earnings per share) anticipated at 1.18 USD. Learn more details at BWXT Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 866.30 M 885.80 M 860.20 M 901.60 M — Revenue Estimate 793.37 M 837.50 M 837.47 M 902.41 M 970.52 M Revenue Surprise +9.19% +5.77% +2.71% -0.09% EPS Reported 1.00 1.08 1.12 1.07 EPS Estimate 0.85 0.89 0.92 1.04 1.18 EPS Surprise +17.20% +21.24% +21.80% +2.56%

ON Q3'26 Earnings: EPS estimate is 0.88 USD. ON (ON Semiconductor Corporation) is set to announce its Q3'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:00 PM ET (9:00 PM UTC). For Q3'26, revenue estimate is 1.70 billion USD with EPS (earnings per share) anticipated at 0.88 USD. Learn more details at ON Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 1.55 B 1.53 B 1.51 B 1.60 B — Revenue Estimate 1.52 B 1.54 B 1.49 B 1.59 B 1.70 B Revenue Surprise +2.24% -0.37% +1.72% +0.91% EPS Reported 0.63 0.64 0.64 0.74 EPS Estimate 0.59 0.62 0.61 0.71 0.88 EPS Surprise +6.73% +2.62% +4.41% +3.54%

OKLO Q3'26 Earnings: revenue estimate is 1.01M USD. OKLO (Oklo Inc.) is set to announce its Q3'26 results on November 06, before the market opens. The earnings are expected to be disclosed at 9:30 AM ET (2:30 PM UTC). For Q3'26, revenue estimate is 1.01 million USD with EPS (earnings per share) anticipated at (0.27) USD. Learn more details at OKLO Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported — — — 1.21 M — Revenue Estimate — — — 91.42 K 1.01 M Revenue Surprise +1223.58% EPS Reported (0.20) (0.27) (0.19) (0.28) EPS Estimate (0.13) (0.17) (0.19) (0.16) (0.27) EPS Surprise -48.15% -59.09% +0.42% -70.94%

AAPL Q4'26 Earnings: EPS estimate is 1.99 USD. AAPL (Apple Inc.) is set to announce its Q4'26 results on November 02, after the market closes. The earnings are expected to be disclosed at 4:30 PM ET (9:30 PM UTC). For Q4'26, revenue estimate is 113.39 billion USD with EPS (earnings per share) anticipated at 1.99 USD. Learn more details at AAPL Financials page . Revenue & EPS values are provided in USD Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Revenue Reported 102.47 B 143.76 B 111.18 B 109.42 B — Revenue Estimate 102.23 B 138.39 B 109.46 B 109.04 B 113.39 B Revenue Surprise +0.23% +3.88% +1.58% +0.35% EPS Reported 1.85 2.84 2.01 2.02 EPS Estimate 1.78 2.67 1.95 1.89 1.99 EPS Surprise +4.10% +6.23% +3.30% +6.77%

MRNA Q3'26 Earnings: revenue estimate is 890.25M USD. MRNA (Moderna, Inc.) is set to announce its Q3'26 results on November 06, before the market opens. The earnings are expected to be disclosed at 9:30 AM ET (2:30 PM UTC). For Q3'26, revenue estimate is 890.25 million USD with EPS (earnings per share) anticipated at (1.10) USD. Learn more details at MRNA Financials page . Revenue & EPS values are provided in USD Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Revenue Reported 1.02 B 678.00 M 389.00 M 145.00 M — Revenue Estimate 920.86 M 635.15 M 236.36 M 102.93 M 890.25 M Revenue Surprise +10.33% +6.75% +64.58% +40.87% EPS Reported (0.51) (2.11) (3.40) (1.97) EPS Estimate (1.87) (2.54) (4.45) (2.03) (1.10) EPS Surprise +72.79% +17.07% +23.53% +3.06%

The Aaon Group Announces Third Quarter 2026 Conference Call and Webcast. TULSA, Okla., Oct. 30, 2026 /PRNewswire/ -- AAON, Inc. ( AAON ) ("The Aaon Group", or the "Company"), a leader in high-performance HVAC and thermal management solutions, announces that it has scheduled its quarterly conference call and webcast for Monday, November 9, 2026, at 5:00 p.m. EST to discuss third quarter 2026 financial results. The results will be released after market close. The conference call will be accessible via dial-in for those who wish to participate in Q&A as well as a listen-only webcast. The dial-in is accessible at 1-888-880-3330. To access the listen-only webcast, please register at The Aaon Group Third Quarter 2026 Conference Call. On the next business day following the call, a replay of the call will be available on the Company's website at https://investors.theaaongroup.com/ About The Aaon Group The Aaon Group provides high-performance HVAC and thermal management solutions for commercial, industrial, and data center environments. Through two strong brands, AAON and BASX, the company designs and manufactures highly configurable and custom-engineered equipment focused on efficiency, performance, reliability, and long-term customer value. For more information, please visit theaaongroup.com. Contact Information Joseph Mondillo Director of Investor Relations & Corporate Strategy Email: investorrelations@theaaongroup.com SOURCE AAON