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What We're Watching Today

Econ Calendar 11/3/26Factory Orders JOLTS 10:00 AM ETTreasury Buyback & Bill Announcements 11:00 AM ET6-Week Bill Auction 11:30 AM ET
US stock futures mixed as Apple slides, midterms loom - Reuters
U.S. Strikes Iran’s Qeshm Island as Trump Talks Down War Risks - WSJ
US, Iran Pursue Diplomacy Despite ‘Limited’ American Strikes - BBG
Iran-US deal still out of reach despite diplomatic push, Iranian official says - Reuters
US Voters Head to Polls in Biggest Referendum on Trump’s Presidency - BBG
Midterm Election Updates: Control of Congress on the Line as Final Day of Voting Begins - WSJ
Midterm elections could jolt stocks if Democrats sweep Congress - CNBC
US Treasury cuts fourth-quarter borrowing estimate to $618 billion - Reuters
What Millions of Data Points Reveal About US Inflation - BBG
Trump approval near career low ahead of elections, Reuters/Ipsos poll finds
Trump Justice Dept breaks with tradition to intervene in midterms - Reuters
US intelligence sharing has fractured under Trump, officials say
Russia Plots Ways to Exploit a Weakened Trump After Midterms - BBG
Russian strikes knock out power to swathes of Ukraine; Kyiv hits Russian refinery - Reuters
War widens in the Black Sea in a test of NATO red lines - Reuters
Premier Tusk Says Poland Foiled Possible Provocation at Russia Border - BBG
Greenland lawmakers set to ratify Trump security deal - Reuters
China military vice chair meets Russian defence minister in Beijing - Reuters
China market regulator to encourage Hong Kong listings - Reuters
Oil prices climb after U.S. strikes Iran’s Qeshm Island - CNBC
Dollar drifts on Mideast, midterm risks; Aussie and yuan dip
Gold falls as higher oil stokes inflation fears ahead of US midterms - Reuters
$CVI (+1.5% pre)$MPC (+1.8% pre) Carl Icahn’s CVR Energy Near Over $4 Billion Deal for Marathon Refineries
$BAM (-0.9% pre) Brookfield plans for a $27 billion AI data center at UK power station
$BAM (-0.9% pre) They Built a $600 Million Luxury Tower in Downtown L.A. Now They’re Walking Away.
$DIS (-0.5% pre) Disney Plans Thousands of Layoffs, Targeting 20% Cost Savings - BBG
$ORCL (-1.0% pre) Oracle prices $20B stock and bond offering amid AI expansion, sets share sale at $116
$SPCX $TSLA Musk’s pay under a SpaceX-Tesla merger: voting control, but no $1 trillion payday​ - Reuters
$AMD $NVDA Samsung to make AMD, Nvidia chip parts at second Texas plant, Maeil Business reports - Reuters
$BE (+6.2% pre) Bloom Energy Shares Climb After Carbon-Capture Fuel-Cell Venture With California Resources
$RDAC (+117.8% pre) Rising Dragon Acquisition Corp. and HZJL Cayman Limited Announce Mutual Termination of Merger Agreement
$MERC (+84.6% pre) Key facts: Mercer Plans Chapter 11; Note Grace Extended; Shares Up
$CRM (-2.4% pre) Salesforce Signs Definitive Agreement to Acquire Cresta
$CERS (-11.0% pre) CERS: Revenue rose 10%, adjusted EBITDA stayed positive, and RedeS met its primary efficacy endpoint (1/2)
$CERS (-11.0% pre) Form S-3 Cerus Corporation For: 2 November (2/2)
$MCRB (+9.3% pre) Seres reports 77% reduction in bloodstream infections in trial
$RMTI (+14.3% pre) Rockwell Medical to buy Vantive's hemodialysis business for $125M
SOURCES CLOSE TO MEDIATION TEAM: WASHINGTON, TEHRAN MADE CONCESSIONS ON NUCLEAR FILE, FROZEN ASSETS
$AEHR (+17.7% pre) Aehr Raises Fiscal 2027 Revenue Outlook as Shares Rise After Hours
$AHCO (+9.8% pre) AdaptHealth Corp. Announces Third Quarter 2026 Results
$BLZE (+33.8% pre) Backblaze, Inc. (BLZE) Q3 Earnings and Revenues Top Estimates
$BNTX (+2.4% pre) BioNTech shares rise 3% on beating Q3 estimates, raised 2026 revenue guidance
$CLX (+2.6% pre) Clorox (CLX) Surpasses Q1 Earnings and Revenue Estimates
$CMCO (+19.1% pre) Columbus McKinnon (CMCO) Q2 Earnings and Revenues Beat Estimates
$CE (+4.6% pre) Celanese (CE) Q3 Earnings Surpass Estimates
$CMPS (+10.1% pre) Earnings Flash (CMPS) Compass Pathways Posts Q3 Loss $0.31 a Share, Vs. FactSet Est of $0.39 Loss
$DD (+2.2% pre) DuPont rises as earnings beat estimates, company raises outlook
$DTIL (+5.5% pre) Precision BioSciences Reports Third Quarter 2026 Financial Results and Provides Business Update
$EVER (+9.5% pre) EverQuote: Q3 Earnings Snapshot
$FISV (+9.7% pre) Fiserv (FISV) Tops Q3 Earnings and Revenue Estimates
$GPK (+9.7% pre) Graphic Packaging: Q3 Earnings Snapshot
$FN (+8.4% pre) Fabrinet Q1 Revenue Rises 51% on Data Center Growth
$GRAB (+10.8% pre) Grab surges 10% after raising full-year revenue, earnings outlook
$HLIT (+17.7% pre) HLIT: Revenue surged 64% YoY as Rest-of-Market reached a record 46% of sales and FY26 guidance rose
$HNI (+4.8% pre) HNI (NYSE:HNI) reports sales below analyst estimates in Q3 2026 earnings
$IBTA (+15.8% pre) Ibotta projects at least mid-single-digit 2027 revenue growth as it guides Q4 revenue to $94M-$98M
$IEP (+7.8% pre) Icahn Enterprises: Q3 Earnings Snapshot
$LPX (+3.2% pre) Louisiana-Pacific (LPX) Beats Q3 Earnings and Revenue Estimates
$LIFE (+9.1% pre) Ethos Technologies Inc. Non-GAAP EPS of $0.53 beats by $0.18, revenue of $235M beats by $65.98M
$ON (+4.1% pre) ON Semiconductor Corp.: Q3 Earnings Snapshot
$LSCC (+13.7% pre) Lattice Semiconductor Reports Record Q3 Revenue Surge, LSCC Stock Near Fair Value
$PLTR (-5.9% pre) Palantir beats Q3 earnings estimates, stock sinks over worries of slowing revenue growth
$PHG (+6.0% pre) Philips Q3 Net Income Decreases, Sales Increases; 2026 Sales Growth Outlook Maintained
$RVTY (+10.2% pre) Revvity (RVTY) Tops Q3 Earnings and Revenue Estimates
$SRAD (+7.8% pre) Sportradar Reports Third Quarter 2026 Financial Results
$TEVA (+1.5% pre) Teva’s Pivot to Growth Strategy Delivers 33% Growth Across Key Innovative Brands; Raises 2026 Outlook for AUSTEDO®, AJOVY® and UZEDY®; Delivers Substantial Gross Margin Expansion
$VOYG (+0.4% pre) Voyager Reports Record Third Quarter 2026 Revenue, Bookings and Backlog
$YUM (+3.6% pre) Yum! Brands reports Q3 results as KFC growth offsets Taco Bell sales decline
$ADEA (-19.9% pre) Adeia shares tumble 24% on earnings miss and weak guidance
$AAPL (-4.3% pre) Apple stock fell as rising memory costs sent its holiday margin forecast below expectations
$CWH (-10.5% pre) Camping World (CWH) Reports Q3 Loss, Misses Revenue Estimates
$DOCN (-3.1% pre) DigitalOcean falls despite beat and raised guidance
$HSIC (-0.1% pre) Henry Schein’s (NASDAQ:HSIC) Q3 2026 earnings results: revenue in line with expectations
$DT (-15.5% pre) Dynatrace Earnings Beat. Acquisition Impacts Profit Outlook. Shares Fall.
$IT (-6.9% pre) Gartner (NYSE:IT) exceeds Q3 2026 expectations
$ON (+3.9% pre) ON Semiconductor Corp (ON) Q3 2026 Earnings Call Highlights: AI Data Center Revenue Surges 175% ...
$KDP (-4.3% pre) Keurig Dr Pepper beats quarterly estimates on steady demand for pricier drinks
$SHOP (-15.5% pre) Shopify stock tanks as Q3 revenue, total order value miss Wall Street estimates
$RYTM (-4.2% pre) Rhythm Pharmaceuticals Reports Third Quarter 2026 Financial Results and Business Update
$SYY (-5.1% pre) Sysco (NYSE:SYY) misses Q3 CY2026 sales expectations, stock drops
$UPST (-1.4% pre) Upstart Q3 2026: Revenue Beats While Earnings Miss Expectations
$VSNT (-1.2% pre) Versant Media Reports Third Quarter 2026 Operating and Financial Results
$YUMC (-5.3% pre) Yum China (NYSE:YUMC) misses Q3 2026 sales expectations
$XMTR (-7.4% pre) XMTR: Record Q3 growth and EBITDA; FY26 revenue growth outlook raised to at least 37%
$ZBRA (-14.7% pre) Zebra (NASDAQ:ZBRA) surprises with Q3 2026 sales but stock drops
Top Earnings Tu 11/3 Aft: $ACEL $ADUS $AFG $AIG $AIZ $ALAB $ALIT $ALMR $AMD $AMGN $AMWL $ANDE $ANET $ANGI $AQST $ARDX $ASH $ATRC $BKNG $BXC $CAR $CBLL $CHCT $CMTG $CORT $CPNG $CPSH $CRCT $CXDO $DEI $DNLI $DNN $DOX $DRH $DUOL $ECG $EROK $EVTC $FBIN $FLUX $FLYW $FOA $FRSH $FTEK $FTK $GEF $GOOD $GPRK $GSM $GXO $HCKT $HL $HMN $HURN $IFF $IGIC $INN $INNV $IOSP $IPI $JELD $JKHY $JXN $KAI $KODK $KTCC $LIME $LMB $LTC $MCY $MEC $METC $MIRM $MOD $MOS $MQ $MTDR $MTW $NVGS $NVTS $OHI $OPRT $OUST $OVV $PACS $PARR $PAYP $PCOR $PRIM $PRU $PSTL $PXED $QDEL $RARE $RRR $RVLV $RWT $RXST $RYAM $SAFE $SCOR $SGHC $SKY $SLDP $SLRC $SM $SMCI $SPT $SSRM $SSSS $SWIM $SWKS $TALO $TARS $TOST $TREE $TRNS $TRVG $TSLX $TX $UFCS $UFPT $UNM $USNA $VAC $VRNS $VTOL $WEYS $WTRG $XYZ $ZVRA
Top Earnings Wed 11/4 Pre: $ADNT $ADV $ARCB $ASIX $ATHM $ATS $AUDC $AVA $AVNT $AVT $BATRA $BCO $BCRX $BEP $BEPC $BRKR $BTU $BUR $BXSL $CAMT $CDX $CIGI $COR $CPSH $CRCL $CRL $CRTO $CSTE $CVE $CVS $CWK $DDOG $DIN $ECX $EMR $ESAB $EXP $FIS $FLOC $FRPT $FSTR $FTCI $GBLI $GERN $GFS $GOLF $GWW $HRMY $HUT $HVT $HZO $KD $KHC $KMT $LAW $LIVN $MCD $MDLN $MFA $MITT $MLCO $MLM $MSC $MSGE $MTRN $NATL $NICE $NMM $NNN $NOMD $NRP $NVO $NYT $OC $OCGN $OPCH $OPLN $PFGC $PMTS $PODD $PRGO $PSBD $Q $QURE $RAL $RAND $REYN $RIOT $RPC $RPRX $RSVR $SDHC $SEDG $SFL $SHLS $SII $SLQT $SFL $SHLS $SII $SLQT $SMG $SMRT $SN $SOLS $STIM $SWK $SWX $TBLA $TKR $TREX $TRIN $TRMB $TRMD $TSQ $TWIN $UBER $URGN $UTHR $UWMC $VAC $VET $VGNT $VPG $VRDN $VSH $W $WBX $WLK $WLKP $XPEL $YOU $ZBH
$EZGO (-5.1% pre) EZGO Technologies to execute 1-for-3 reverse share split Nov. 5
Upgrades 11/3: $AFYA $AON $BE $HWM $IBTA $MRSH $NET $ON $SIRI $STRT $TEM $TWLO
Downgrades 11/3: $AJG $CVX $DHI $EVGO $MAN $MG $MNDY $MPT $MRBK $MRK $MRVL $OFRM $ROKU $TFII $VRRM
+Initiations 11/3: $AIRO $AZR $LASR $MNTN $NNE $PONY $PUSA $RTSN $SPWH $TRXB $XE
-Initiations 11/3: $SMR
$INGM (-4.6% pre) Ingram Micro Prices Stock Offering by Selling Stockholder at $25.90 a Share
$SHOP (-15.7% pre) Shopify files mixed securities shelf
$VCIG (-46.3% pre) VCI Global (VCIG) files for up to 102M share offering by selling stockholders
Top Shareholder Meetings: $CYN, $KALA, $LRCX, $LTRX, $MBUU, $PAHC
Top Analyst/Investor Calls: $ANNX, $IFRX, $IP, $KMX, $RXRX, $SNOW
Top Conferences: o Gabelli Funds Automotive Symposium o Goldman Sachs South Africa o Oppenheimer Oncology Summit o SEMA Show o ServiceNow World Forum o StoneX NAGGL Conference o Wainwright Global Investment Conference
$CIFR weekly 5.5 P buyer 3K for $0.12