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Saudi Arabia announces the execution of a qualitative operation to neutralize vital sources used by the Houthis to support their military efforts.

Lockheed Martin $LMT recently posted this: “You can't see what's coming.🦨”

Iran's Araghchi Hopes For 'Rationality' From US Amid Signs Renewed War Could Erupt [链接预览] zerohedge.com Iran's Araghchi Hopes For 'Rationality' From US Amid Signs Renewed War Could Erupt Says nation's armed forces are "much stronger than before"...

Saudi civil defense: danger has passed in Abha and Khamis Mushait

Brazil's Petrobras raises jet fuel prices by over 7% in November. Brazilian state-run oil company Petrobras PETR3 increased the average price of jet fuel sold to distributors by 7.2% from Sunday, the company said in a statement. The move represents an average increase of 0.45 real ($0.08) per liter from the previous month, it added Petrobras adjusts aviation kerosene prices on a monthly basis ($1 = 5.4392 reais)

AI Investors Are Racing to Get Insurance on the Biggest Market Bet in History — WSJ. By Gunjan Banerji Wall Street placed a multitrillion-dollar bet on artificial intelligence. Some investors are desperate to take the other side. The trade has proved a lasting winner up to now. Excitement about AI's potential to transform the economy has lifted stocks from tech heavyweights to utilities and chip makers, while driving a speculative frenzy in other corners of the market. Some of these optimistic forecasts got a recent reality check, with big and small players alike failing to meet the market's expectations. Now, investors are sizing up how to protect themselves against the risk of a larger unraveling. "We're seeing really significant demand from folks looking to protect downside," said Stephen Solaka, a senior vice president at Gateway Investment Advisers. The jitters are starting to show up in a number of ways: the yields lenders demand to finance big data-center projects and chip purchases; the plunging stock and bond prices of some AI "neocloud" companies, such as CoreWeave that are borrowing heavily; and steep selloffs from tech darlings including Alphabet and Intel, which just recorded some of their biggest one-day drops ever. The tech-heavy Nasdaq lost 2.9% Friday, capping its worst month since March 2025. Investors are stepping into a new trading week (and month) headlined by high-stakes U.S. elections that will determine who controls Congress as well as numerous governors' offices. Another batch of tech earnings looms. Apple reports Monday, followed later in the week by chip makers AMD, Super Micro Computer and Qualcomm. Solaka oversees portfolios for individuals who often have concentrated bets in individual stocks, including the tech giants that have powered markets in recent years. Increasingly, he said, his clients — some of whom are former employees of those very technology companies — are looking for something else: insurance. "These people have made so much money, they're quitting to hedge their stock," Solaka said, adding that some companies have restrictions around employees' trades. Investors and tech executives alike are turning to options and credit-default swaps for protection. Put options, which give investors the right to sell stock at a specific price at a future date, are growing in volume. Contracts tied to the neocloud CoreWeave surged to the highest level on record in October and have stayed elevated, Cboe Global Markets data show. Some of the most popular bets tied to CoreWeave have been put options expiring in 2028, paying out if the shares plunged to $35. The shares hovered at around $55 this week. Meanwhile, the cost to protect against a debt default in hyperscalers Amazon, Alphabet, Microsoft, Meta and Oracle widened over the past month to the highest levels going back to 2021, according to the bond data provider Solve. "There were no exceptions, suggesting broad market concern about the sector rather than idiosyncratic credit events at individual companies," said Eugene Grinberg, a co-founder of Solve. The recalibration in Oracle credit-default spreads was especially stark, widening by more than 1 percentage point. The AI build-out is expected to grow so large that traders are cooking up other ways to hedge its risks. Quant trading firm Jump Trading recently launched a trading desk for computing power. The nascent operation has been taking advantage of wide price differences across providers, the types of inefficiencies that have been tougher to come by in mainstream markets such as stocks and options. It has also been structuring over-the-counter derivatives, including for those who want to hedge against a big collapse in prices going forward. "Folks are becoming more discerning about which participants are winners and losers, and asking tougher questions," said Dave Olsen, president of Jump. "People are drilling deeper into the economic models." Here's how a trade would work. A neocloud or AI infrastructure developer that rents out Nvidia chips might buy a put option to hedge against the possibility that the hourly rental rates they pocket will plunge if demand drops. It would have the right to sell that compute power at a specific price by a stated date, buffering itself from a steeper hit to profits. Jump would agree to take the other side. Jump could also negotiate a cash-settled contract, simply paying the provider in cash. Or the trading firm could agree to rent the compute, or find someone else to rent it to for a profit. The cost to rent Nvidia B300 chips has surged around 56% this year to $7.56 an hour, according to a Silicon Data index. Jump, for example, could agree to buy if prices fell to $4 an hour. Olsen and his traders are closely scrutinizing the creditworthiness of those they cut deals with, and the likelihood that they might default on their obligations. Big exchanges and trading firms are also looking to launch a web of derivatives tied to compute, as it is known in the industry. Susquehanna International Group, one of the largest trading firms on Wall Street, has fielded interest — both directly and through intermediaries such as brokers — from data centers and privately held neoclouds seeking to hedge their exposure to semiconductor chips, said Nick Volbi, head of institutional prediction markets at the trading firm. If compute prices sank because of decreased demand or increased supply, the trades would pay out, hedging an option buyer against losses in other parts of its business. That includes put option trades tied to a compute index, which can serve as insurance to assuage lenders at banks, he said. "I'm going to go to a potential lender and say, 'Hey, if I buy this structure and I get this form of insurance, can you now give me financing? And what would that financing look like?' " Volbi said. There has been some thin trading in prediction markets tied to data-center moratoriums in certain states. Kalshi offers trades on which states might halt new data-center developments before 2028, including New Hampshire, Michigan and Maine. So far, though, trades have been sparse. Olsen said hedging strategies as a whole are still dwarfed by the AI trade. Many remain bullish. "I don't think my house is going to catch on fire, but I still have insurance," Olsen said. "You don't need to be bearish to want some insurance." Write to Gunjan Banerji at gunjan.banerji@wsj.com

Saudi civil defense issues warning of possible threat in Abha and Khamis Mushait

GET READY FOR A CRAZY WEEK AHEAD IN THE STOCK MARKET We have another very busy week incoming Here is my full catalyst watch that gets sent out every Sunday to readers of my free daily recap ⬇️ [链接预览] GET READY FOR THE STOCK MARKET THIS UPCOMING WEEK

The World Will End If Nvidia Misses Earnings

Apple's new earnings era begins at a critical time for Big Tech. By Bill Peters A rare Monday earnings report for Apple will give investors a glimpse into how new CEO John Ternus is managing inflated memory prices and a tougher backdrop for consumer spending Apple reports quarterly results on Monday, as it raises prices amid tighter memory-chip supplies. Apple's quarterly results on Monday will be the first under new CEO John Ternus - and his thoughts on faster product rollouts, price increases and artificial intelligence will likely be front and center for Wall Street. Those results will arrive after Apple (AAPL) on Friday reclaimed the title of world's largest company, in a show of how the iPhone maker's more disciplined approach to AI spending has largely spared it from a selloff gripping the technology sector. However, Apple is due to face questions about the impact that pricier phones and laptops are having on consumer spending, as the tech industry grapples with an ongoing memory-chip crunch brought on by the AI race. "This is a tricky quarter for Apple with some big cross-currents," D.A. Davidson analyst Gil Luria said over email. Aside from dealing with higher memory costs, Apple will have a higher bar to clear this time around, following a big year for iPhone upgrades, he said. However, the new foldable iPhone Duo, which hit Apple Stores last month, could help lift future sales - even though the rollout hasn't exactly been perfect and the launch won't be a factor in the upcoming set of results. As for Ternus - formerly Apple's senior vice president of hardware engineering - many of the questions on Apple's earnings call "will be about the plans for new hardware form factors and how they will feature new AI capabilities," Luria said. Other analysts agreed. "Given this is new CEO John Ternus' first public earnings call, he is likely to get questions about his views on AI," Daniel Morgan, senior portfolio manager at Synovus Trust Co., said in a note on Friday. Morningstar analyst William Kerwin told MarketWatch that Ternus would likely offer continuity for the company on his first call, as he settles into the CEO job after Tim Cook's 15-year tenure in the role. Ternus became Apple's CEO in September. "However, with Ternus being a product guy, and Apple having unveiled a plethora of new products lately (iPhone 18, iPhone Duo, MacBook Pro with touch screen) I expect him to really focus there," Kerwin said. Ethan Feller, stock strategist at Zacks Investment Research, said he wasn't sure how much detail Ternus would offer on his vision for Apple. But he also said that two months into his leadership, Apple is rolling out more products at a faster clip - something that could be a priority for Ternus, given his background as an engineer. Along with the Duo and the touch-screen MacBook Pro, the company has also unveiled or launched a new iPad mini, a new HomePod and introduced HomeView, a home-management device, he noted. However, the Duo's rollout has hit snags recently. Feller said that a lot of apps weren't yet optimized for the Duo, which goes for anywhere between roughly $2,000 and $3,000, depending on the version, and some users said their phones' foldable screens had cracked shortly after buying them. Apple, Feller said, had previously been known to wait until a product was nearly perfect before sending it to stores. "So, this is a notable change in how the company launches products," he said. "I don't expect a major departure under Ternus, but I do expect more launches, which is fun for Apple's very loyal customer base." The company is also breaking from earnings convention by reporting results on a Monday for the first time since 2015, according to Dow Jones Market Data. Most recent releases have dropped on Thursdays. Apple's stock is up 26.8% so far this year. As of Friday, the stock was trading at around $345, a bit off recent highs. Analysts in the past have worried that Apple was falling behind on AI adoption. But Kerwin said the company's decision not to plow into the current spending race - instead focusing on incorporating AI into products and software - was a strength. He noted that the company's partnership this year with Google Gemini effectively outsourced model development to that platform. And he said that Apple only needed to be "good enough in AI to defend the iPhone ecosystem." However, that iPhone ecosystem is getting more expensive. Apple recently raised prices on some iPhone models by $100. Feller said that the price of a MacBook Air was $999 a year ago; now it starts at $1,299. However, he said that the MacBook Neo represented a lower-cost option. Morgan, at Synovus, also said investors on Monday will be looking for an update on the adoption of Siri AI. And, as with other Big Tech companies, investors will also be looking for details on Apple's computing and spending needs, he said. Still, Wall Street has remained concerned about Big Tech's super-sized spending plans on AI. And fresh signs have emerged that the handful of multitrillion-dollar tech companies that often dictate the S&P 500's SPX direction aren't the growth drivers they once were. The so-called "Magnificent Seven" - which along with Apple includes tech behemoths Alphabet (GOOG) (GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT) and Nvidia (NVDA), as well as automaker Tesla (TSLA) - are now reporting lower earnings growth than the other 493 S&P 500 companies for the third quarter, according to a FactSet report released on Friday. Five of those seven companies have already reported earnings for the third quarter. On Sept. 30, the estimated earnings growth rate for those companies was 33.6%, according to that report. But today, the blended estimate for that growth - or results from companies that have reported and estimates for those who haven't yet - has slipped to 22.6%, after only two out of the five "Magnificent Seven" companies so far reported earnings per share that topped analysts' expectations. By comparison, the blended earnings growth rate for the rest of the index has increased to 32.6% today from 27.8% on Sep. 30, FactSet said, with 82% of all S&P 500 companies reporting earnings per share that were above expectations. If those trends stick, it would mark the first time that the "Magnificent Seven" reported lower earnings growth than the other 493 S&P companies since the fourth quarter of 2022 - right before the AI race took off. -Bill Peters 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.

Bill Gates Says Alzheimer’s Breakthrough Is Here — But the System Is Failing Patients. Alzheimer’s disease is entering a new era, with blood tests making diagnosis easier and new treatments offering patients options that did not exist just a few years ago. But billionaire philanthropist and Microsoft Corp. MSFT co-founder Bill Gates says the biggest challenge now may be getting those breakthroughs to the people who need them. Gates, who has funded Alzheimer’s research since 2017, said recent advances have changed the outlook for a disease that was once associated with helplessness. But he warned that the healthcare system has struggled to keep pace with the science. Alzheimer’s Blood Tests and Treatments Are Here For decades, diagnosing Alzheimer’s often required an expensive brain scan or spinal tap, making it difficult to identify patients early and enroll them in clinical trials. That is beginning to change with the arrival of blood tests that can detect signs of the disease through a much simpler procedure. Gates said the first two blood tests became available last year, while the FDA approved two more in August. "It’s not enough to make scientific breakthroughs; we also need breakthroughs in the systems that deliver them to patients," Gates wrote. Treatment options have also expanded. The FDA has approved two antibody therapies that clear amyloid, a protein strongly associated with Alzheimer’s, and can modestly slow cognitive decline. The newest development could make treatment more practical. In July, the FDA approved an injectable version that patients can administer at home using a pen similar to those used for GLP-1 drugs. For Gates, these advances represent a fundamental shift in what is possible for patients. "We’re not helpless anymore," he said. So Why Aren’t More Patients Getting Treated? Despite the progress, Gates said Alzheimer’s specialists told him that uptake of the new tests and treatments has been slow. One problem is awareness. Doctors and patients may not know that the new diagnostic and treatment options are available. Access can also take time. Primary care doctors can order blood tests, but treatment is typically prescribed by memory specialists. Gates said patients can wait months for an appointment, potentially delaying treatment at a time when earlier intervention matters. There are also financial and regulatory barriers. Many countries do not cover the new blood tests, while Medicare coverage in the U.S. can depend on where a patient lives and does not cover screening for cognitively healthy people. Even when treatment is available, the process can be difficult. Some patients need infusions every two weeks for an extended period, along with repeated MRI scans because of potentially serious side effects. "Those innovations aren’t reaching everyone who needs them," Gates said. Clinical trials face similar challenges, particularly when researchers need volunteers who live near trial sites and can travel regularly. Gates said recruiting diverse participants remains especially difficult. Gates Sees More Breakthroughs Ahead Gates believes the next phase of Alzheimer’s research could move beyond amyloid and toward another protein called tau, which is associated with neuron damage and cognitive decline. New blood tests targeting tau are being developed, while researchers are also studying drugs that could attack the protein directly. Prevention is another major focus. Researchers are investigating whether treating people before symptoms appear could slow progression, delay the onset of Alzheimer’s or potentially prevent the disease altogether. Gates also pointed to evidence that diet, exercise and social interaction can reduce the risk of cognitive decline. But he argues that scientific progress will only matter if healthcare systems can deliver it broadly. "I am optimistic that science will give us the tools to defeat Alzheimer’s," Gates wrote. "Let’s make sure those tools reach everyone who will need them."

Goldman's Favorite Trade If Democrats Sweep The Midterms

Senator Dan Sullivan: I will accept the results in Alaska US Senate race - CNN interview

Russia's security service: minor detained after US tip-off over threat to carry out terrorist attack in Tsaritsyno park - Interfax

Senator Dan Sullivan: I will accept the results in Alaska US Senate race - CNN interview

This Week in TSLA: Elon Musk's Apple Mac Studio Jibe, Former Autopilot Lead's Vision-Only Criticism and More. Tesla Inc. TSLA and CEO Elon Musk were in the news this week, with stories spanning criticism of autonomous driving, Robotaxi expansion, and a very expensive Apple Inc. AAPL computer. Elon Musk Mocks Apple’s $29,799 Mac Studio Elon Musk mocked Apple Inc. AAPL after a post on X highlighted a fully equipped Mac Studio priced at $29,799. The configuration shown included a 36-core CPU, an 80-core GPU, 512 gigabytes of unified memory and 16 terabytes of storage. Musk joked that the computer "Makes a Tesla Seem Quite Affordable!" Read the full article here. Former Autopilot Chief Challenges Vision-Only Driving Sterling Anderson , now chief product officer at General Motors Co. GM , questioned Tesla’s vision-only approach to autonomous driving. Anderson, who previously directed Tesla’s Autopilot system, said radar and LiDAR can address limitations that camera-based systems face. Read the full article here. Robotaxi Service Heads Toward Miami And Tampa Beaches Ron DeSantis , Florida’s governor, called for Tesla’s Robotaxi service to expand to beaches in Miami and Tampa. Musk responded on X that the expansion was coming soon. DeSantis cited Tesla investor and influencer Sawyer Merritt , who posted updated Robotaxi geofencing information covering U.S. cities. Read the full article here. ARK Sees Tesla Moving Beyond Robotaxis ARK Invest , led by Cathie Wood , said Tesla’s transportation ambitions could extend beyond traditional roads and autonomous taxis. The investment firm pointed to comments from Tesla Chief Financial Officer Vaibhav Taneja and Musk’s other businesses. ARK said Tesla could work with The Boring Company on underground travel and might pursue electric aviation, citing Heart Aerospace’s 27-minute all-electric flight. Read the full article here. Tesla’s FSD Wins Approval In Latvia Tesla said Latvia authorized its Full Self-Driving (FSD) system, giving the technology approval in its 10th European Union country. Latvia’s Road Traffic Safety Directorate recognized provisional EU type approval issued by the Dutch vehicle authority RDW. Tesla markets the supervised system in Europe as Tesla Assisted Driving for 99 euros monthly, while drivers must continue paying attention. Read the full article here.

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Burnham And Healey's Budget Has Trapped Britain In A Doom-Loop

Microsoft, Alphabet, Amazon and Intel Earnings Shake Up Big Tech, Verizon Forecasts Face Cuts and More: This Week in Tech. It was a busy earnings week, with major technology companies delivering a mix of beats, misses and shifting expectations. Investors received fresh updates on cloud growth, quarterly revenue and forward guidance. Microsoft posted strong cloud-related results, while Alphabet Inc. , Amazon.com Inc. and Intel Corp. reported results that carried more complicated messages. Verizon Analysts Cut Their Forecasts Verizon reported third-quarter earnings of $1.31 per share, topping the analyst consensus estimate of $1.27, according to the company’s results. Quarterly revenue came in at $34.313 billion, below the consensus estimate of $34.744 billion. The combination of an earnings beat and a sales miss preceded lower analyst forecasts for Verizon. Read the full article here. Microsoft Delivered A Double Beat Microsoft Corporation released its first-quarter financial results Wednesday after the market closed, with the report highlighting gains across its cloud operations. Cloud revenue increased 30%, while Azure growth reached 48%. The results were presented as key highlights from Microsoft’s quarterly report, which arrived after the company’s latest reporting period ended. Read the full article here. Alphabet Missed Third-Quarter Estimates Alphabet reported approximately $127.58 billion in third-quarter revenue, below analyst expectations of $128.20 billion, according to Benzinga Pro. The Google parent company posted quarterly earnings of $2.12 per share, compared with estimates of $3.02 per share. Google Cloud revenue surged, but Alphabet’s stock fell after the results were released Wednesday. Read the full article here. Amazon Reported A Third-Quarter Double Miss Amazon posted revenue of $201.94 billion, missing the consensus estimate of $202.31 billion, according to Benzinga Pro. The company also reported quarterly earnings of $1.89 per share, below the $1.97-per-share analyst estimate. The results arrived after Thursday’s market close, with the report noting that Amazon shares dropped. Read the full article here. Intel Issued Weaker-Than-Expected Guidance Intel reported fiscal 2026 third-quarter earnings of 52 cents per share, exceeding the consensus estimate of 40 cents by 30%, based on Benzinga Pro data. However, the chipmaker provided fourth-quarter guidance well below analyst expectations. Intel released its results after Thursday’s closing bell, and its stock subsequently crashed following the earnings announcement. Read the full article here.

Russia's security service: minor detained after US tip-off over threat to carry out terrorist attack in Tsaritsyno park - Interfax

Coalition: The Houthi militia must cease all hostile and barbaric operations against civilians and bear the consequences of its hostile behavior.

Coalition: We carried out a qualitative operation to neutralize vital sources used by the terrorist Houthi militia to support its war effort

Iranian Foreign Minister: No plans to hold a meeting with the American side during the Iranian delegation's visit to Doha

Iranian Foreign Minister: Achieving the result depends on the response we will receive from the opposing side.

Iranian Foreign Minister: Consultations are ongoing with the Qatari mediator, but we have not yet reached the final result.

Iranian Foreign Minister: We hope there will be rationality from the other side.

Iraqi: Negotiations are ongoing and witnessing progress, but we have not yet reached a final result.

Qatari Foreign Ministry: The competent authorities have begun the necessary investigations to ascertain the circumstances of the incident and identify those responsible for it.

Qatari Foreign Ministry: Qatar reserves its right to take necessary measures in accordance with international law to protect its properties and safeguard its interests

Qatari Foreign Ministry: Targeting the gas tanker is a dangerous act that threatens maritime navigation safety and global energy supply security

Qatari Foreign Ministry: Qatar condemns the attack targeting a liquefied natural gas carrier in the Arabian Gulf

The top 10 largest stocks in the world are now worth a combined $28.62 Trillion down from $29.6T last week

[转推] zerohedge reposted 🇵🇱 URGENT: We are receiving footage from Polish roads showing heavily armed German police units heading toward Warsaw. Did the Polish police refuse to continue coup and beat Poles, so the government is bringing in reinforcements from Germany? What the actual f*ck?

Polish MEP Alleges "Globalist Coup" Attempt On Court A Month After Slotkin Touts Poland "Playbook"

IRAN'S FOREIGN MINISTER ARAQCHI ON TALKS WITH QATARI MEDIATORS: NEGOTIATIONS ARE ONGOING AND PROGRESSING, BUT WE HAVE NOT YET REACHED A DEFINITIVE CONCLUSION

Iran's Foreign Minister Aragchi on talks with Qatari mediators: negotiations ongoing and advancing, no definitive conclusion reached yet

Iran's state media citing Foreign Minister Aragchi on talks with Qatari mediators: hope for rationality from other side

Russia’s state statistics service: targeted by cyberattacks between Oct. 29 and Nov. 1; no data breached - Interfax

Iran's Foreign Minister Aragchi on talks with Qatari mediators: negotiations ongoing and advancing, no definitive conclusion reached yet

Iran's state media citing Foreign Minister Aragchi on talks with Qatari mediators: hope for rationality from other side

Russia’s state statistics service: targeted by cyberattacks between Oct. 29 and Nov. 1; no data breached - Interfax

Europe Is Now Seriously Rethinking Its Oil Refinery Phase Down [链接预览] zerohedge.com Europe Is Now Seriously Rethinking Its Oil Refinery Phase Down The EU is moving to protect its remaining refining capacity, balancing energy security, military readiness and industrial competitiveness against its ambitious climate goals...

【最新内容：Stephen L. Miller @redsteeze · 2026-11-01T12:53:50.000Z】 [转推] zerohedge reposted Its job is very much to get Democrats elected and the readership outrage over the reporting on the Alaska Senate race proves it. 【引用内容：Josh Gerstein @joshgerstein · 2026-11-01T02:55:18.000Z】 NYT again tries to explain to its aggrieved readers what a newspaper is and what it is supposed to do. Hint: Its job isn't to get Democrats elected, even in the Trump era https://nytimes.com/2026/10/31/insider/the-times-decisions-alaska-senate-race-story.html…

OPEC+ keeps oil output quotas unchanged for December at Sunday meeting - statement

World Bank to sign $1 billion deal with Egypt for second phase of development program: Egyptian cabinet

Kremlin: positive assessment of humanitarian operation in Oleshky and coordination between Russian and Ukrainian ombudsmen

"Fear Of Sovereign Liquidity Management": Goldman Spots Who Dumped $19.5 Billion In Gold Futures Before The $4,000 Break [链接预览] zerohedge.com "Fear Of Sovereign Liquidity Management": Goldman Spots Who Dumped $19.5 Billion In Gold Futures... Real yields dropped, the dollar wobbled, and gold still couldn't catch a bid. Goldman's positioning data shows why..

Earnings Volatility Watch: 10 Stocks Are Set to Swing More Than 10% This Week. Wall Street ended October with a sell-off in chip stocks. Intel Corp. INTC lost over 40% of its value in October alone, its worst month since 1974, after weaker-than-expected guidance. More than 10 chip stocks fell by over 20% on the month, with Friday’s sell-off wiping out $1 trillion of market value across the sector. A new week of earnings kicks off with the focus on tech mega caps. Apple Inc. AAPL reports Nov. 2 after the close, Advanced Micro Devices Inc. AMD on Nov. 3 and Qualcomm Inc. QCOM on Nov. 4, both after the close. AMD and Qualcomm each fell more than 11% on Friday. Yet, the biggest expected swings are elsewhere. Ten stocks with a market cap of at least $25 billion are priced for moves above 10%, and five of them are tech names that fell between 8.3% and 13.7% on Friday, according to Benzinga Pro data. An implied move is the percentage swing in either direction that options traders expect right after earnings. Which Stocks Could Swing The Most This Week? 10. Coupang: 10.03% Implied Move The South Korea-focused e-commerce company reports Nov. 3 after the close. Analysts expect a loss of 3 cents per share on revenue of $9.70 billion. Second-quarter revenue of $8.90 billion fell just short of estimates, and the shares dropped 4.6% the next day. Deutsche Bank upgraded the stock to Buy afterward. Coupang Inc. CPNG is down 39.7% year to date. 9. Revolution Medicines: 11.98% Implied Move The RAS-focused cancer drug developer reports Nov. 4 after the close. Consensus calls for a loss of $2.40 per share on revenue of $25.48 million. On Oct. 15, European regulators’ CHMP recommended authorization for Rasonque in metastatic pancreatic cancer. TD Cowen reiterated Buy with a $250 target on Oct. 21. Revolution Medicines Inc. RVMD is up 137.6% year to date. 8. Cloudflare: 12.07% Implied Move The web infrastructure and security company reports Nov. 5 after the close. The Street expects earnings of 34 cents per share, in line with guidance, on revenue of $737.95 million. The shares rose 5.6% after the second-quarter report. They fell 11.9% on Friday. Bernstein raised its target to $245 on Oct. 29 but kept Market Perform. Cloudflare Inc. NET is up 38.6% year to date. 7. Natera: 12.18% Implied Move The genetic testing company reports Nov. 5 after the close. Analysts model a loss of 29 cents per share on revenue of $704.90 million. The shares jumped 21.4% after the second-quarter report. On Oct. 27, Natera presented new Signatera data in bladder cancer, and BTIG raised its target to $430. Natera Inc. NTRA is up 81.1% year to date. 6. Lumentum: 12.55% Implied Move The optical components maker reports its fiscal first quarter Nov. 5 after the close. Consensus calls for earnings of $4.19 per share on revenue of $1.25 billion. The shares jumped 17% on Oct. 28 on takeover talk involving Marvell Technology Inc. MRVL , according to Benzinga, then fell 11.1% on Friday. Jefferies raised its target to $1,250. Lumentum Holdings Inc. LITE is up 121.8% year to date. 5. Datadog: 12.81% Implied Move The cloud monitoring platform reports Nov. 4 before the open. Analysts expect earnings of 65 cents per share, the top of guidance, on revenue of $1.15 billion. In August, earnings beat estimates, yet the shares fell 19.0%. They closed at $229.29 that day and traded near $229 on Friday. Datadog Inc. DDOG is up 68.6% year to date. 4. Medline: 13.15% Implied Move The medical supplies maker, public since December 2025, reports Nov. 4 before the open. The Street expects earnings of 35 cents per share on revenue of $7.72 billion. The shares fell 12.8% after a second-quarter beat. On Oct. 21, the company announced the exit of Medline-brand beds, with costs up to $220 million, according to Benzinga. Medline Inc. MDLN is down 24.0% year to date. 3. Coherent: 14.15% Implied Move The optical networking components maker reports its fiscal first quarter Nov. 4 after the close. Analysts model earnings of $1.97 per share on revenue of $2.31 billion. The shares fell 8.0% after the last report and 12.7% on Friday. B. Riley lowered its target to $262 on Oct. 30. Coherent Corp. COHR is up 12.2% year to date. 2. AppLovin: 14.62% Implied Move The mobile advertising technology company reports Nov. 4 after the close. Consensus calls for earnings of $4.04 per share on revenue of $2.08 billion. The shares fell 19.7% after the last report and hit 52-week lows in October, according to Benzinga. UBS and RBC Capital lowered their targets on Oct. 28. AppLovin Corp. APP is down 65.3% year to date. 1. Moderna: 14.70% Implied Move The mRNA company reports Nov. 6 before the open. Analysts expect a loss of $1.25 per share on revenue of $885.05 million. On Oct. 22, Merck and Moderna reported Phase 3 melanoma data showing a 42% lower risk of recurrence or death, and the shares plunged about 15% after a YouTuber disclosed a put position, according to Benzinga. William Blair downgraded the stock on Oct. 27. Moderna Inc. MRNA is up 652.6% year to date.

OPEC+ keeps oil output quotas unchanged for December at Sunday meeting: statement

World Bank to sign $1 billion deal with Egypt for second phase of development program: Egyptian cabinet