Why stocks rose and fell on Nov 4, 2026

• Market pulseKyndryl reports fiscal Q2 2027 results with revenue $3.7B and adjusted EPS $0.42, reaffirms full-year 2027 outlook
• Market pulseKyndryl beats Q2 estimates, expands margins, posts strong $4.1B signings, reaffirms FY27 guide and FY28 $1B FCF target
• PR NewswireKYNDRYL REPORTS SECOND QUARTER FISCAL 2027 RESULTS

The trigger was the quarterly report: EPS +11% year over year, 9.9% above the estimate.

• Market pulseThe Wall Street Journal reported today that AstraZeneca has made an approximately $10 billion takeover offer for Rhythm Pharmaceuticals.
• GlobeNewswireRhythm Pharmaceuticals Announces NICE Guidance for IMCIVREE (Setmelanotide) Updated to Include Adults Living with Bardet-Biedl Syndrome
• BenzingaRhythm Pharmaceuticals Receives Positive Guidance For IMCIVREE From National Institute For Health And Care Excellence To Add Adults With Bardet-Biedl Syndrome

• Market pulseDuolingo Q3 2026: revenue rises 14% to $309M, DAU growth accelerates, guidance intact, AI costs below plan
• Market pulseDuolingo Q3 2026: revenue rises 14% to $309M, DAU growth accelerates, guidance raised as Wells Fargo upgrades from Underweight to Equal Weight, lifts PT to $120 from $80
• GlobeNewswireDuolingo Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS −91% year over year, 5.1% below the estimate.

• Market pulseClear Secure Q3 adj EPS $0.63, revenue $292.9M (+28% YoY) beat estimates and Q4 revenue guided to $299M-$302M
• Market pulseClear Secure beats Q3 estimates with adj EPS $0.63, revenue $292.9M (+28% YoY), raises 2026 free cash flow outlook and expands margins
• PR NewswireCLEAR Announces Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +37% year over year, 10.5% above the estimate.

• Market pulseProcore reports Q3 2026 adjusted EPS $0.51, revenue $402.3M, raises 2026 revenue and margin outlook
• Market pulseProcore Q3 2026 revenue $402.3M, EPS $0.51 beat guidance as company raises FY26 outlook, reiterates FY27 margin target
• BenzingaProcore Technologies Q3 Adj. EPS $0.51 Beats $0.45 Estimate, Sales $402.313M Beat $383.933M Estimate

The trigger was the quarterly report: EPS +21% year over year, 11.5% above the estimate.

• Market pulseMedline beats Q3 2026 estimates, raises 2026 sales outlook but signals margin pressure into 2027
• Market pulseMedline Inc discloses plans to lay off 304 mainly corporate employees in cost-cutting move to simplify operations
• GlobeNewswireMedline Reports Third Quarter and Nine Months 2026 Results

The trigger was the quarterly report: EPS +8% year over year, 28.2% above the estimate.

• Market pulseLivaNova posts Q3 2026 EPS $1.23 and revenue $393.1M, beating estimates, raises full-year revenue and adjusted EPS guidance
• Business WireLivaNova Reports Third-Quarter 2026 Results; Raises Full-Year 2026 Revenue and Adjusted Diluted EPS Guidance
• BenzingaLivaNova Q3 Adj. EPS $1.23 Beats $1.06 Estimate, Sales $393.100M Beat $381.067M Estimate

The trigger was the quarterly report: EPS +11% year over year, 16.1% above the estimate.

• Market pulseBlock Inc beats Q3 estimates and raises guidance, boosting 2026 profit targets and providing initial 2027 growth outlook
• Market pulseBlock posts record Q3 profitability, raises 2026 Rule-of-50 and 2027 margin outlook, readies AI monetization
• BenzingaBlock Q3 Adj. EPS $1.13 Beats $1.02 Estimate, Sales $6.719B Beat $6.587B Estimate

The trigger was the quarterly report: EPS +109% year over year, 10.0% above the estimate.

• Market pulsePerformance Food Group posts Q1 2027 EPS $1.32 on revenue $18.0B, beats estimates, issues FY guidance $72.5–$73.0B and December quarter $17.0–$17.2B
• Market pulsePerformance Food Group posts Q1 EPS $1.32 on revenue $18.0B, beats estimates, expands margins and reiterates 2027 outlook despite fuel, traffic pressures
• Business WirePerformance Food Group Company Reports First-Quarter Fiscal 2027 Results

The trigger was the quarterly report: EPS +12% year over year, 3.8% above the estimate.

• Market pulseZimmer Biomet beats Q3 estimates with adjusted EPS $1.90, $2.06B revenue, raises 2026 EPS guidance to $8.50-$8.60
• Market pulseZimmer Biomet beats Q3 estimates with adjusted EPS $1.90, raises 2026 organic growth and EPS guidance to $8.50-$8.60
• Fiscal.AiSurgical Planning Associates Expands HipInsight System's Open Platform with Zimmer Biomet Implants

The trigger was the quarterly report: EPS 0% year over year, 1.0% above the estimate.

• Market pulseHecla Mining Co reports fiscal Q3 2026 results with non-GAAP EPS $0.22 (+83% YoY) and revenue $394.8M (-4% YoY), beats EPS and revenue estimates
• Market pulseHecla posts record free cash flow and net cash in Q3, beats EPS and revenue estimates as Keno Hill throughput curtailed
• Business WireHecla Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +55% year over year, 29.9% above the estimate.

• Market pulseModerna reports initial Phase 1/2 data for mRNA-2808 in relapsed/refractory multiple myeloma showing responses with manageable safety
• ACCESSWIREModerna Announces Oral Presentation of mRNA-2808 Clinical Data at 2026 American Society of Hematology Annual Meeting
• BenzingaModerna's Data From Its Current Phase 1/2 Trial Of mRNA-2808 Selected For Oral Presentation At 68th American Society Of Hematology Annual Meeting

• Market pulseStanley Black & Decker beats Q3 EPS, lifts 2024 and 2026 guidance on tariffs and productivity gains
• Market pulseStanley Black & Decker beats Q3 EPS, lifts 2024 and 2026 guidance on tariff refunds and productivity gains after Democratic election sweep
• PR NewswireStanley Black & Decker Reports 3Q 2026 Results

The trigger was the quarterly report: EPS +62% year over year, 48.6% above the estimate.

• Market pulseGold’s election-driven 3% rally lifts Equinox Gold 10.8% by Wednesday midday trading
• Fiscal.AiEquinox Gold Approves Restart Capital for Los Filos Mine

• Market pulseCDW reports Q3 2026 results with non-GAAP EPS $3.26 (+20% YoY) and revenue $6.8B (+18% YoY), beating EPS and revenue estimates
• Market pulseCDW posts record Q3 2026 with EPS $3.26, revenue $6.8B beating estimates, raises 2026 outlook on AI-driven infrastructure demand
• Business WireCDW Reports Third Quarter 2026 Earnings

The trigger was the quarterly report: EPS +20% year over year, 9.4% above the estimate.

• Market pulseDemocratic congressional sweep lifts Medicaid-exposed Centene 4.4% as investors price delayed healthcare cuts
• BenzingaHere's How Much $100 Invested In Centene 15 Years Ago Would Be Worth Today

• Market pulseDemocratic midterm sweep sinks dollar, lifting bullion and Wheaton shares 6.9% pre-market

• Market pulseCoupang misses Q3 EPS but beats revenue, guides Q4 13–14% constant-currency growth with higher adjusted EBITDA margin
• Market pulseCoupang beats revenue guidance, sees Q3 margin trough while ramping Taiwan investments
• Business WireCoupang Announces Results for Third Quarter 2026

The trigger was the quarterly report: EPS −660% year over year, 196.1% below the estimate.

• Market pulseNextpower shares rise after a Democratic sweep in U.S. elections improves the outlook for clean energy policy, with the stock up about 5% today.

• Market pulseWayfair beats Q3 2026 estimates and guides Q4 revenue to high-single-digit growth with contribution margin around 15%
• Market pulseWayfair posts strongest post-pandemic growth with double-digit U.S. share gains, beats Q3 2026 estimates and guides Q4 revenue to high-single-digit growth
• PR NewswireWayfair Announces Third Quarter 2026 Results, Reports Double Digit U.S. Revenue Growth

The trigger was the quarterly report: EPS +33% year over year, 16.5% above the estimate.

• Market pulseDemocratic congressional sweep lifts Universal Health Services 6.9% at Wednesday’s regular-session open

• Market pulseJack Henry & Associates posts fiscal Q1 2027 EPS $2.28, revenue $701.5M (+9% YoY), beats revenue estimates, issues FY 2027 guidance
• Market pulseJack Henry & Associates posts record fiscal Q1 2027, EPS $2.28 on revenue $701.5M (+9% YoY), raises FY27 revenue and EPS guidance
• PR NewswireJack Henry & Associates, Inc. Reports First Quarter Fiscal 2027 Results

• Market pulseDemocratic midterm sweep weakens dollar; bullion rally lifts Alamos Gold 9% intraday

• Market pulseApplovin Corp reports fiscal Q3 2026 results with revenue $2.2B (+55% YoY), beats revenue estimates
• Market pulseAppLovin posts record Q3 2026 results with net income up 72% to $1.44B, EPS about $4.30, boosts buyback authorization by $3.2B to $3.6B
• NewsfileKaplan Fox Encourages AppLovin Corporation (APP) Investors to Contact the Firm About Their Legal Rights Before November 16, 2026

• Market pulseExpedia Group posts Q3 2026 non-GAAP EPS $9.39 (+24% YoY) on $4.9B revenue (+12% YoY), beats estimates, raises guidance, declares $0.48 dividend
• Market pulseExpedia posts strong Q3 beat with EPS $9.39 on $4.9B revenue, but bookings outlook trails Wall Street forecasts
• Business WireExpedia Group Reports Third Quarter 2026 Results

• Market pulseDemocratic congressional sweep lifts HCA 4% premarket on Medicaid and ACA relief hopes
• Fiscal.AiPeer-Reviewed Study Published in HCA Healthcare Journal of Medicine
• Investing.comTop stocks to watch on Democratic gains: First Solar, NextEra Energy, HCA Healthcare

• Market pulsePost-election gold surge lifts Newmont 5.2% premarket as dollar and Treasury yields fall
• Fiscal.AiNewmont Updates Full-Year 2026 Cost Guidance
• BenzingaWhy Is Newmont Stock Surging on Wednesday?

• Market pulseBooking tops Q3 guidance despite $900M FTC hit, but flags softer Q4 on travel moderation and higher AI investment
• Market pulseCantor Fitzgerald cuts Booking target to $150 from $170, keeps Neutral on macro headwinds after mixed Q3 and soft Q4 outlook
• BenzingaBooking Holdings Q3 Adj. EPS $4.96 Beats $4.50 Estimate, Sales $9.793B Beat $9.548B Estimate

The trigger was the quarterly report: EPS +17% year over year, 3.7% above the estimate.

• Market pulseDemocratic midterm sweep sends gold up 3%, lifting Agnico Eagle 6.4% pre-market

• Market pulseDemocratic congressional sweep lifts Dollar Tree 9.8% on hopes for low-income consumer support

• Market pulseDemocratic congressional sweep lifts Tenet 4.7% premarket on hopes of delaying Medicaid reimbursement cuts
• BenzingaBarclays Maintains Overweight on Tenet Healthcare, Raises Price Target to $297

• Market pulse3M authorizes new $6B share repurchase, declares $0.78 Q4 2026 dividend
• Market pulse3M announces $7.35B PFAS AFFF settlement, will record $5.8B charge in Q4 2026
• StocktwitsMMM Stock Rises Overnight: Post-It Maker 3M Agrees To $7.4B Chemical Injury Settlement Covering Up To 120,000 Plaintiffs

• Market pulseGlobus Medical announces it has completed the acquisition of Synaptive Medical, expanding its cranial neurosurgery enabling technologies portfolio.
• GlobeNewswireGlobus Medical Acquires Synaptive Medical, Strengthening Its Position in Cranial Neurosurgery
• BenzingaGlobus Medical Acquires Synaptive Medical; Financial Terms Not Disclosed

• Market pulseDemocratic midterm sweep lifts healthcare stocks, pushing Intuitive Surgical 4% higher pre-market
• Fiscal.AiHSBC Adjusts Price Target on Intuitive Surgical to $392 From $391

• Market pulseZimmer Biomet’s guidance raise lifts Stryker 9% during a broad orthopedics rally

• Market pulseStrong Q3 orders and DOJ settlement progress extend Philips rally another 3% pre-market
• Medical Device NetworkPhilips reports positive Q3; outlines 288m recall settlement with DoJ
• MedTech DivePhilips settles with DOJ over recalled CPAP machines

• Market pulseDemocratic congressional sweep lifts Molina 5.9% pre-market on Medicaid and ACA policy hopes

• Market pulseDemocratic midterm sweep and falling yields lift Carvana 10% amid broad auto rally
• Fiscal.AiCarvana Directors Report Stock Sales

• Market pulseDemocratic midterm sweep boosts medical-device peers, lifting Align Technology 9.5% intraday Wednesday

• BenzingaCNBC Halftime Report Final Trades: Coeur Mining, Amazon, FTAI Aviation, Apple
• Business WireCoeur Reports Third Quarter 2026 Results

• Market pulseDemocratic sweep and lower Treasury yields lift Rocket Companies 8.6% in housing-stock rally
• BenzingaLive On CNBC, Bill Baruch Announces Bought Rocket Companies

No news on Harmony Gold Mining today. Its industry peers (Gold) that day: “Post-election gold rally lifts OR Royalties 6.8% in pre-market alongside precious-metals peers”.

• Market pulseDemocratic congressional sweep lifts Oscar Health 8% pre-market on ACA subsidy revival hopes

• Market pulseOwens Corning posts Q3 net loss of $250M, with adjusted EPS $2.44 and revenue $2.5B missing estimates, guides Q4 to $2.0-$2.2B
• Market pulseOwens Corning posts Q3 loss on Doors goodwill impairment as Roofing volumes weaken, guides Q4 revenue to $2.0-$2.2B
• Business WireOwens Corning Announces Third-Quarter 2026 Results

The trigger was the quarterly report: EPS −34% year over year, 20.4% below the estimate.

No news on Dollar General today. The Consumer Defensive sector moved +3.64% (median).

No news on Roblox today. Its industry peers (Electronic Gaming & Multimedia) that day: “Post-midterm risk-on rally and GTA VI pre-load confirmation lift Take-Two 8% intraday”.

• Market pulsePerformance Food Group earnings read-through lifts US Foods 4.7% at Wednesday’s open
• Fiscal.AiTeamsters Local 282 Members Authorize Strike at US Foods

• Market pulseSirius XM shares rise to a 52-week high after Berkshire Hathaway discloses it has bought more stock.
• BenzingaReported Earlier, Berkshire Hathaway, Buffett Buy 924,281 Sirius XM Shares At Average $29.10 Between Oct. 30 And Nov. 3, Lifting Stake To 125,731,398 Shares
• Barrons.comBerkshire Hathaway Buys More Sirius XM, Sending Stock to 52-Week High

• Market pulseLATAM Airlines posts fiscal Q3 2026 adjusted EPS $1.44 on $4.57B revenue, slightly below expectations, with profit of $440.6M
• BenzingaLATAM Airlines Group Q3 EPS $1.54 Beats $1.20 Estimate, Sales $4.567B Beat $4.332B Estimate
• Associated PressLATAM: Q3 Earnings Snapshot

The trigger was the quarterly report: EPS +18% year over year, 25.2% above the estimate.

• Market pulsePan American Silver files early warning report after buying 6.25M Galleon Gold shares, lifting stake to about 15.6%
• Market pulsePan American Silver to report earnings after market close today as Galleon Gold stake rises to about 15.6%
• Business WirePan American Silver: Early Warning News Release

• FortuneDoorDash is buying Instacart for $17 billion. Its employees cant add Instacart staff on LinkedIn
• Business WireDoorDash CEO to Participate in Fireside Chat at TomorrowX Summit

• Market pulseDemocratic midterm sweep weakens dollar, lifting gold miners and Barrick 5.6% pre-market

No news on James Hardie Industries today. The Basic Materials sector moved +4.03% (median).

• Market pulseNo clear catalyst identified; thin ADR premarket print diverges from flat Dublin shares
• Market pulseOvernight broker target raises lift Ryanair ADR 5.5% as Dublin shares rally
• Fiscal.AiRBC Capital Markets Adjusts Ryanair Price Target

• Market pulsePost-midterm housing rally lifts QXO 8.6% as Treasury yields ease and peers jump

• Benzinga$100 Invested In Apollo Global Management 15 Years Ago Would Be Worth This Much Today
• Fiscal.AiMorgan Stanley Adjusts Price Target on Apollo Global Management to $149
• Fiscal.AiJPMorgan Adjusts Price Target on Apollo Global Management to $157

The trigger was the quarterly report: EPS −5% year over year, 5.7% below the estimate.

• Market pulseD.R. Horton shares rise after Democrats’ election sweep and lower Treasury yields fuel expectations for pro-housing affordability measures and lower mortgage rates.
• Barrons.comMortgage Rate Volatility and 2 More Reasons D.R. Horton Stock Just Had Its Worst Day in a Year
• Benzinga$100 Invested In D.R. Horton 15 Years Ago Would Be Worth This Much Today

• Market pulseVaxcyte highlights positive Phase 3 OPUS-1 data and $3.4B pro forma cash, targets 2028 BLA filing for VAX-31
• GlobeNewswireVaxcyte Reports Third Quarter 2026 Financial Results and Provides Business Update
• BenzingaVaxcyte Q3 EPS $(1.99) Beats $(2.12) Estimate

• Market pulseGold’s 3% jump after Democratic midterm sweep lifts AngloGold shares 8.6% through afternoon trading

No news on Best Buy today. Its industry peers (Specialty Retail) that day: “Post-election risk relief sparks retail rally, lifting Academy Sports 9.8% alongside discretionary peers”.

• Market pulseMidterm-driven Iran de-escalation hopes slash oil prices, lifting United Airlines 8% by midafternoon

• Market pulseNo clear catalyst identified; Deutsche Bank’s 5.5% premarket quote lacks market confirmation
• Market pulseDemocratic U.S. Congress sweep lifts European banks, sending Deutsche Bank 6.7% higher pre-market
• Fiscal.AiRegulatory Approval of Kotak and Deutsche Bank Referral Agreement

No news on Wise today. Its industry peers (Information Technology Services) that day: “Kyndryl’s adjusted-profit beat lifts DXC 8% amid broad post-midterm technology rally in regular trading”.

• Market pulseDemocratic midterm sweep triggers broad relief rally, lifting Logitech 9% with hardware peers

• Market pulseDICK'S Sporting Goods names basketball star Caitlin Clark first-ever athlete brand partner in multi-year exclusive deal across DICK'S and its Foot Locker business
• Footwear NewsDicks Ramps Up Digital Performance With AI-Innovation Hub in India

• Market pulseDemocratic midterm sweep sparks retail rally, lifting Burlington 9% alongside TJX and Ross

No news on Grab today. Its industry peers (Software - Application) that day: “Democratic midterm sweep sparks broad risk rally, lifting Navan 9% with software peers”.

• BenzingaSmith+Nephew Q3 Revenue Rises 3.4% YoY To $1.551B; $250M Of $500M Buyback Completed; Confirms Johnson & Johnson Talks Ended, Still Exploring Orthopaedics Strategic Options
• Fiscal.AiSmith & Nephew Ends Merger Talks with Johnson & Johnson's Orthopedics Unit and Cuts 2026 Outlook

• Market pulseDemocrats’ post-midterm sweep and lower Treasury yields boost expectations for improved housing affordability, benefiting housing-linked retailers like Lowe’s
• Fiscal.AiLowe's Names Georgia Ports Supply Chain Impact Partner of the Year
• Yahoo FinanceHousing stocks rally following midterm elections, Treasury yields dip lower

No news on Zoetis today. The Healthcare sector moved +3.20% (median).

• Market pulseDemocratic victory in US midterms weakens dollar, with gold above $4,400 an ounce, improving Kinross Gold earnings outlook

• StocktwitsCathie Wood's ARK Invest Scoops Up Shopify Shares Amid Post-Earnings Sell-Off, Jefferies Wants Investors To Buy On 'Weakness'
• The Daily UpsideShopify Stock Dives After Revenue and Gross Merchandise Volume Come Up Short
• BenzingaCantor Fitzgerald Maintains Neutral on Shopify, Lowers Price Target to $150

• BenzingaCarnival Sets Short-Term Commercial Paper Notes Program Limit At $2B

• Market pulseNo clear catalyst identified; Kymera drops 5.6% after-hours despite firmer biotech sector

• Market pulsePulteGroup shares rise after the U.S. midterm election outcome and easing Treasury yields boost optimism for pro-housing policies and improved mortgage affordability.
• BenzingaIf You Invested $1000 In PulteGroup Stock 15 Years Ago, You Would Have This Much Today

• Market pulseSteris Plc is scheduled to announce earnings today after market close
• GlobeNewswireSTERIS Announces Financial Results for Fiscal 2027 Second Quarter
• BenzingaSteris Q2 Adj. EPS $2.94 Beats $2.68 Estimate, Sales $1.589B Beat $1.562B Estimate

• Fiscal.AiDelta Air Lines Files for Offering of Notes

• Market pulseDemocratic midterm sweep weakens dollar, sending gold higher and Franco-Nevada shares up 5.5% pre-market
• Earnings WhispersFranco-Nevada's Q3 Test: Can Organic Growth And Cobre Panama Offset A Softer Second Half?
• Fiscal.AiFranco-Nevada Corporation Commits to Maintain Equity Interest in Kenorland Minerals

• Market pulsePost-midterm risk-on rally and GTA VI pre-load confirmation lift Take-Two 8% intraday
• BenzingaBTIG Maintains Buy on Take-Two Interactive, Lowers Price Target to $262
• Fiscal.AiBTIG Adjusts Price Target on Take-Two Interactive Software to $262 From $313

• Market pulseDemocratic sweep in Congress and easing Treasury yields lift expectations for new housing affordability measures supporting Lennar homebuilding demand

• PR NewswireHormel Foods Corporation Announces Fourth Quarter Earnings Call

• Fiscal.AiAutodesk Confirmed as Participant for Big 5 Global 2026

• Market pulseMckesson Corp reports fiscal Q2 2027 results with non-GAAP EPS $11.68 (+18% YoY) and revenue $111.0B (+8% YoY), beats EPS and revenue estimates
• Market pulseMcKesson beats fiscal Q2 2027 estimates with non-GAAP EPS $11.68, revenue $111.0B, raises full-year adjusted EPS guidance
• Fiscal.AiOption Care Health Reports Q3 2026 Results Amid Pending Acquisition by McKesson

No news on NatWest today. Its industry peers (Banks - Regional) that day: “Democratic congressional sweep sparks financial-sector rally, lifting Western Alliance 3.6% at Wednesday’s open”.

No news on Southwest Airlines today. Its industry peers (Airlines) that day: “Overnight broker target raises lift Ryanair ADR 5.5% as Dublin shares rally”.

• Fiscal.AiAlcon Shares Experience Significant Gains on the Swiss Market

• Market pulsePost-election relief and falling Treasury yields lift Somnigroup 4.5% at the regular-session open

• Fiscal.AiGoldman Sachs Files Voting Rights Notification for Fresenius Medical Care AG

No news on Five Below today. Its industry peers (Specialty Retail) that day: “Post-election risk relief sparks retail rally, lifting Academy Sports 9.8% alongside discretionary peers”.

• Market pulseDemocrats’ sweep of Congress raises investor concerns about tougher AI and data‑center regulation that could impact Microsoft’s massive AI infrastructure expansion.
• Fiscal.AiMicrosoft, Google, and OpenAI Support New Standard for AI Training Opt-Outs
• StocktwitsTexas Goes Blue: What Gina Hinojosa's Win Means For AI Data Centers And Stocks Like MSFT, AMZN, GOOGL, CRWV

• Fiscal.AiDexcom Executive Chairman Kevin Sayer Appointed to Guardant Health Board

• MarketWatchDow's 1,512-point surge led by gains for 3M, Sherwin-Williams Co. shares

• BenzingaMizuho Maintains Outperform on Ball, Raises Price Target to $75
• BenzingaJP Morgan Downgrades Ball to Neutral, Maintains Price Target to $65
• BenzingaTruist Securities Reiterates Buy on Ball, Lowers Price Target to $76

• Market pulsePrudential Financial Inc reports fiscal Q3 2026 results with non-GAAP EPS $3.77 (-12% YoY), beats EPS estimates
• BenzingaUPDATED: Prudential Financial Q3 Adj. EPS $3.77 Beats $3.37 Estimate, Sales $13.493B Miss $14.729B Estimate
• BenzingaPrudential Financial Q3 Adj. EPS $3.77 Beats $3.37 Estimate, Sales $13.493B Miss $14.729B Estimate

The trigger was the quarterly report: EPS −12% year over year, 13.2% above the estimate.

• Business WireRoyal Gold Reports Strong Third Quarter Results, Including Record Operating Cash Flow and Gold Equivalent Ounce Sales, Additional Share Repurchases and Full Repayment of Debt after Quarter End
• BenzingaRoyal Gold Q3 Adj. EPS $2.80 Beats $2.71 Estimate, Sales $464.800M Miss $465.963M Estimate

• Market pulseInsulet beats Q3 estimates, cuts 2027 growth framework, flags flat U.S. new customer starts, authorizes $1 billion buyback
• Market pulseInsulet posts strong Q3 and narrows 2026 revenue growth to top of range, tempers 2027 outlook
• Business WireInsulet Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +60% year over year, 25.4% above the estimate.

• Market pulseW.W. Grainger beats Q3 2026 revenue estimates with $5.2B (+11% YoY), adjusted EPS $12.54, raises 2026 adjusted EPS outlook to $47.00 to $48.00
• Market pulseW.W. Grainger beats Q3 2026 revenue estimates with $5.2B (+11% YoY), adjusted EPS $12.54, raises 2026 EPS and margin guidance
• PR NewswireGRAINGER REPORTS RESULTS FOR THE THIRD QUARTER 2026

The trigger was the quarterly report: EPS +23% year over year, 7.4% above the estimate.

• Market pulseMcDonald's Q3 2026 EPS beats, revenue misses as U.S. comps stabilize and international markets, specialty beverages drive growth
• Market pulseMcDonald's Q3 2026 EPS beats, revenue misses as it flags mid-single-digit 2027 food and paper cost inflation
• Fiscal.AiMcDonald's Announces Pokémon Happy Meal Collaboration

The trigger was the quarterly report: EPS +11% year over year, 5.6% above the estimate.

• Market pulseHome Depot in focus as Democrats’ midterm sweep and lower Treasury yields spur expectations of increased housing affordability measures
• UnchainedApple, Home Depot and GE Vernova Object to ICE-OKX Tokenized Stock Venue as Count Hits 59
• MarketWatchHome-builder stocks rally as election results lift hopes that affordability will be addressed

No news on Garmin today. The Technology sector moved +0.14% (median).

No news on Banco Santander (Brasil) today. Its industry peers (Banks - Regional) that day: “Democratic congressional sweep sparks financial-sector rally, lifting Western Alliance 3.6% at Wednesday’s open”.

No news on Texas Roadhouse today. The Consumer Cyclical sector moved +4.71% (median).

• BenzingaLas Vegas Sands Files Prospectus For Offering Mixed Shelf; Terms Undisclosed

No news on Crown Castle today. The Real Estate sector moved +3.40% (median).

No news on Williams-Sonoma today. Its industry peers (Specialty Retail) that day: “Post-election risk relief sparks retail rally, lifting Academy Sports 9.8% alongside discretionary peers”.

• Market pulseDemocratic congressional sweep lifts European banks, driving Santander ADR 6.6% higher pre-market
• Fiscal.AiSantander Receives CrowdStrike 2026 European Customer Impact Award
• Fiscal.AiBanco Santander Discloses Director/PDMR Shareholding Transaction

• Market pulseChina biotech rally and pre-earnings positioning lift BeOne ADR 6.5% in pre-market
• Market pulseBeOne Medicines announces the U.S. FDA has granted priority review to a BRUKINSA-based combination regimen for first-line treatment of mantle cell lymphoma.
• Business WireU.S. FDA Grants Priority Review to BeOne Medicines BRUKINSA Combination in First-Line Mantle Cell Lymphoma

• BenzingaJP Morgan Maintains Neutral on Thomson Reuters, Raises Price Target to $115

• Fiscal.AiGE HealthCare Introduces Photonova Spectra CT System in Greece

No news on Royal Caribbean today. Its industry peers (Travel Services) that day: “Booking Holdings’ strong Q3 lifts MakeMyTrip 10% as online-travel peers rally after the open”.

No news on Gold Fields today. Its industry peers (Gold) that day: “Post-election gold rally lifts OR Royalties 6.8% in pre-market alongside precious-metals peers”.

• PR NewswireLife Time Is the Definitive Destination for Whole-Person Health

• Market pulseEstée Lauder sets fiscal 2030 targets for mid-single-digit organic sales growth and double-digit adjusted EPS growth
• Market pulseBarclays, RBC, BofA and Morgan Stanley raise Estée Lauder price targets after fiscal Q1 beat and new 2030 financial goals
• Business WireThe Estee Lauder Companies Announces Fiscal 2030 Ambition at Its Capital Markets Experience: China Ecosystem Immersion Event

• Market pulseNo clear catalyst identified; thin premarket ING quote diverges from unchanged Amsterdam shares
• Market pulseDemocratic US midterm sweep lifts European banks, pushing ING ADR 5% higher pre-market
• Investing.comSterling today: Pound gains as dollar slips on Democratic midterm sweep

• Fiscal.AiStifel Maintains Buy Rating and Raises Price Target on Advanced Micro Devices

• Market pulseGoldman Sachs and Baird lift Fiserv price targets after Q3 earnings beat and expanded $1B cost-savings program
• Fiscal.AiFiserv Publishes October 2026 Small Business Index
• StocktwitsFISV Stock Clocks Best Day In Over 2 Decades: Goldman Sachs Hikes Price Target But Notes Full Turnaround Will Take Time

• Fiscal.AiBlackstone Apartment Income REIT Secures $3.3 Billion CMBS Refinancing
• Fiscal.AiBlackstone Raises Approximately $14.62 Billion for European Direct Lending Fund

No news on JBS today. The Consumer Defensive sector moved +3.64% (median).

No news on Viking today. Its industry peers (Travel Services) that day: “Booking Holdings’ strong Q3 lifts MakeMyTrip 10% as online-travel peers rally after the open”.

• CRE DailyBrookfield and CPP Close LXP Buyout in $5.2B Take-Private

No news on Toll Brothers today. Its industry peers (Residential Construction) that day: “Democratic sweep and lower Treasury yields lift IBP 11% with housing peers”.

• PR NewswireMedtronic and Michael J. Fox Foundation Partner to Help More People with Parkinson's Understand Deep Brain Stimulation
• PR NewswireMichael J. Fox Foundation and Medtronic Partner to Help More People with Parkinson's Understand Deep Brain Stimulation
• Fiscal.AiMedtronic and Michael J. Fox Foundation Partner on Parkinson's Deep Brain Stimulation Education

• Benzinga$1000 Invested In Ares Management 10 Years Ago Would Be Worth This Much Today

• Market pulseDemocratic midterm sweep lifts European banks, pushing BBVA ADR over 4% pre-market

• Market pulseDemocrats’ sweeping midterm gains and expectations of a divided Washington boost outlook for large technology stocks including Amazon
• Market pulseDemocrats' midterm gains fuel expectations tighter AI and data-center rules could curb Amazon capex and improve future free cash flow
• StocktwitsTexas Goes Blue: What Gina Hinojosa's Win Means For AI Data Centers And Stocks Like MSFT, AMZN, GOOGL, CRWV

• Market pulseNo clear catalyst identified; Ross Stores gains 3.2% in thin premarket trade
• Market pulseDemocratic midterm sweep sparks retail rally, lifting Ross Stores 6.1% during regular trading

No news on Roivant Sciences today. Its industry peers (Biotechnology) that day: “China biotech rally and pre-earnings positioning lift BeOne ADR 6.5% in pre-market”.

No news on Brookfield today. Its industry peers (Asset Management) that day: “Bitcoin’s rebound above $80,000 lifts Strive 13% as crypto-linked peers rally intraday”.

• Social Media TodayReddit pitches its 1,300 gaming-related communities to brands
• MediaPostReddit Begins Search Ads Test
• BenzingaWhy Is Reddit Stock Surging on Wednesday?

No news on Deckers Outdoor today. The Consumer Cyclical sector moved +4.71% (median).

• Fiscal.AiT. Rowe Price Appoints Davide Costa as Senior ETF Specialist
• Fiscal.AiT. Rowe Price Participates in Funding Round for AI Company fal

No news on Guidewire Software today. Its industry peers (Software - Application) that day: “Democratic midterm sweep sparks broad risk rally, lifting Navan 9% with software peers”.

No news on Advanced Drainage Systems today. The Industrials sector moved +0.16% (median).

• Market pulseYum Brands Q3 revenue rises 4% to $2.1B as adjusted EPS $1.56 beats estimates, Taco Bell U.S. comps are up about 1% in Q4 after cyclosporiasis hit
• Market pulseYum Brands Q3 revenue rises 4% to $2.1B as adjusted EPS $1.56 beats estimates
• CIO DiveYum Brands flags AI as transformative to the business

The trigger was the quarterly report: EPS −1% year over year, 3.6% above the estimate.

• Market pulseChime Financial beats Q3 2026 revenue estimates with $718M and raises Q4 and full-year revenue and adjusted EBITDA guidance
• Market pulseChime Financial Inc reports fiscal Q3 2026 results with revenue $718.0M (+32% YoY), beats revenue estimates
• Business WireChime Reports Third Quarter 2026 Financial Results

No news on Resmed today. Its industry peers (Medical Instruments & Supplies) that day: “Democratic midterm sweep fuels healthcare rotation, lifting Pulse Biosciences 11% with medical-device peers”.

• Market pulseSnap Inc reports fiscal Q3 2026 results with revenue $1.7B (+14% YoY), misses revenue estimates
• Market pulseSnap posts Q3 2026 net income of $56M and adjusted EBITDA of $383M on $1.72B revenue (+14% YoY), misses revenue estimates
• BenzingaSnap Likely To Report Higher Q3 Revenue; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

No news on Cooper Companies today. Its industry peers (Medical Instruments & Supplies) that day: “Democratic midterm sweep fuels healthcare rotation, lifting Pulse Biosciences 11% with medical-device peers”.

• Barrons.comKeurig Dr Pepper's Coffee Results Left Investors a Bitter Taste. What's Next for the Stock.
• Fiscal.AiBNP Paribas Adjusts Price Target on Keurig Dr Pepper to $36 From $29
• Fiscal.AiCiti Raises Keurig Dr Pepper Price Target to $40

• Market pulseHP Inc. appoints former GSK chief Emma Walmsley as chief executive officer, with interim CEO Bruce Broussard to become chair of the board effective January 4, 2027.

• Market pulseDemocratic sweep sparks healthcare rally, lifting newly promoted Glaukos 9% during Wednesday trading
• Fiscal.AiGlaukos Insider Executes Significant Share Sale

• BenzingaWhy Is Bitmine Stock Surging on Wednesday?

• BenzingaTruist Securities Maintains Buy on SBA Communications, Lowers Price Target to $235

No news on Chipotle Mexican Grill today. The Consumer Cyclical sector moved +4.71% (median).

• Market pulseUK services PMI and post-midterm dollar slide lift Lloyds ADR 5% pre-market
• Fiscal.AiLloyds Banking Group to Participate in Ataccama's FWRD 2026 Event
• BenzingaIf You Invested $1000 In Lloyds Banking Group Stock 5 Years Ago, You Would Have This Much Today

• Market pulseWells Fargo initiates On Holding at Overweight with $48 price target

• Market pulseBarclays starts £500 million buyback, lifting its ADR 3.6% as sterling strengthens
• Fiscal.AiBarclays Initiates Sale Process for Exeter Finance Nonprime Auto Loans
• Investing.comBarclays backs Technoprobe on surging demand for AI chip testing

• BenzingaRivian Automotive Stock Is Gaining Wednesday: What's Going On?
• Fiscal.AiUAW Adjusts Organizing Strategy at Rivian's Normal Plant

• Market pulseNo clear catalyst identified; London rebound and dollar weakness lift HSBC ADR pre-market
• Market pulseExpected BoE hike and stronger pound lift HSBC ADR 5.3% with UK banks
• Fiscal.AiHSBC and JPMorgan Collaborate on Development Finance Initiatives

• PR NewswireDaVita Inc. to Participate in Upcoming Investor Conferences

• Fiscal.AiAnalyst Price Target Update for The Clorox Company
• BenzingaMorgan Stanley Maintains Equal-Weight on Clorox, Raises Price Target to $94
• Fiscal.AiDeutsche Bank Adjusts Clorox Price Target to $99 From $95

• Market pulseCharter Communications launches fully managed Secure Networking service built on Cisco 8000 Series Secure Routers
• Fiscal.AiJio Platforms in Talks with Charter Communications Regarding Technology Licensing

• Fiscal.AiMasco VP and General Counsel Kenneth G. Cole Sells $2.78 Million in Shares

• Fiscal.AiAirbnb Announces Holiday Discount for Eligible Service Members and Students
• EntrepreneurAirbnbs Brian Chesky Says He Was Naturally a Terrible CEO. Heres What Makes the Job So Hard And Whats a Death Sentence.
• BenzingaAirbnb Could Swing By $6.69 Billion After Earnings

• Marketing DiveTarget vs. Walmart: Holiday marketings stakes feel higher this year

• Business WireCRH announces Cash Tender Offers, Exchange Offers and Consent Solicitations for Arcosa, Inc. Notes
• BenzingaMorgan Stanley Maintains Overweight on CRH, Lowers Price Target to $129

• Fiscal.AiRDI Railing Expands Distribution Footprint with Weyerhaeuser

No news on Abbott today. Its industry peers (Medical Devices) that day: “Zimmer Biomet’s guidance raise lifts Stryker 9% during a broad orthopedics rally”.

• BenzingaKKR Backed Sapphiros And Hildred Backed Binx Health Combine To Form Onvaro, Next-Gen Diagnostics Company
• Fiscal.AiKKR Posts Asset-Based Finance Overview Presentation

• Market pulseDemocratic midterm sweep lifts European banks and Swiss franc, pushing UBS ADR 3.8% pre-market
• Fiscal.AiUBS Group AG Discloses Major Holdings in Delivery Hero SE
• Investing.comUBS starts bullish coverage on Ferrari Group on luxury logistics growth

No news on Becton Dickinson today. Its industry peers (Medical Instruments & Supplies) that day: “Democratic midterm sweep fuels healthcare rotation, lifting Pulse Biosciences 11% with medical-device peers”.

• Fiscal.AiHDFC Bank Expands Parivartan CSR Initiatives in Kashmir
• Fiscal.AiVentura Securities Includes HDFC Bank in Diwali Stock Picks

No news on KE today. The Real Estate sector moved +3.40% (median).

• Benzinga$100 Invested In eBay 15 Years Ago Would Be Worth This Much Today

• Market pulseToast contests new FTC lawsuit applying ROSCA to its B2B contracts, disclosed on Q3 earnings call
• Market pulseToast raises 2026 outlook after strong Q3 as AI agents and new TAMs scale
• BenzingaToast Q3 EPS $0.29 Beats $0.26 Estimate, Sales $1.981B Beat $1.973B Estimate

No news on Restaurant Brands International today. The Consumer Cyclical sector moved +4.71% (median).

No news on Arthur J. Gallagher today. The Financial sector moved +2.38% (median).

No news on Dominos Pizza today. The Consumer Cyclical sector moved +4.71% (median).

No news on McCormick today. The Consumer Defensive sector moved +3.64% (median).

• Fiscal.AiBlackRock, Inc. Files Major Holdings Notification for TeamViewer SE
• Fiscal.AiBlackRock Greater Europe Investment Trust Issues New Shares
• Fiscal.AiBlackRock's iShares Bitcoin Trust Records $95 Million Outflow

No news on Solventum today. Its industry peers (Medical Instruments & Supplies) that day: “Democratic midterm sweep fuels healthcare rotation, lifting Pulse Biosciences 11% with medical-device peers”.

No news on MSCI today. The Financial sector moved +2.38% (median).

No news on Tyson Foods today. The Consumer Defensive sector moved +3.64% (median).

No news on DraftKings today. The Consumer Cyclical sector moved +4.71% (median).

No news on Jefferies Financial today. The Financial sector moved +2.38% (median).

• BenzingaHere’s How Much You Would Have Made Owning Boston Scientific Stock In The Last 15 Years

• Market pulseBank of America upgrades Constellation Brands to Neutral from Underperform, raises price target to $160 from $120
• Fiscal.AiBofA Securities Upgrades Constellation Brands to Neutral
• StocktwitsSTZ Stock Surges Today BofA Says Democratic Control Of Congress Reduces Risk Of Further Tightening In Immigration Backdrop

• Market pulseQualcomm tops Q4 estimates with adjusted EPS $2.17, revenue $10.32B, guides Q1 above Street and signs 5G deal with SpaceX Starlink Mobile
• Market pulseQualcomm tops Q4 estimates with adj EPS $2.17, revenue $10.32B, issues mixed Q1 outlook, announces 5G deal with SpaceX Starlink Mobile
• MarketWatchQualcomm and Arm headline earnings slate

• PR NewswireInsmed to Present at November and December 2026 Investor Conferences
• BenzingaHC Wainwright & Co. Assumes Insmed at Buy, Announces Price Target of $220

No news on BXP today. Its industry peers (REIT - Office) that day: “Democratic midterm sweep lowers Treasury yields, lifting SL Green 8.9% with office REITs”.

• Market pulseApple begins Apple Intelligence trial rollout in China, confirms Alibaba Qwen partnership ahead of December public launch
• Market pulseApple market cap tops $5 trillion for first time
• MarketWatchWhat analysts are telling us while Apple's stock falls after earnings report

• Market pulseAlbemarle Corp is scheduled to announce earnings today after market close
• Market pulseAlbemarle posts Q3 2026 non-GAAP EPS $2.58 and revenue $1.6B, beating estimates, raises Specialties adjusted EBITDA outlook, cuts 2026 capex guidance
• PR NewswireAlbemarle Reports Third Quarter 2026 Results

• Market pulseFigma Inc is scheduled to announce earnings today after market close
• Market pulseFigma Inc reports fiscal Q3 2026 results with non-GAAP EPS $0.10 (+0% YoY) and revenue $391.4M (+43% YoY), beats EPS and revenue estimates
• BenzingaFigma Q3 Adj. EPS $0.10 Beats $0.06 Estimate, Sales $391.415M Beat $375.825M Estimate

• Fiscal.AiMorgan Stanley Adjusts Nike Price Target to $25 From $27

• PR NewswireNew Independent Research Names Omnicom Media a Leader in Media Management Services

No news on BridgeBio Pharma today. Its industry peers (Biotechnology) that day: “China biotech rally and pre-earnings positioning lift BeOne ADR 6.5% in pre-market”.

• Fiscal.AiAmrize Expands 'Made in Canada' Cement Label for Canadian Builders

No news on General Mills today. The Consumer Defensive sector moved +3.64% (median).

No news on TJX Companies today. Its industry peers (Apparel Retail) that day: “Democratic midterm sweep sparks retail rally, lifting Abercrombie 9% alongside apparel peers”.

No news on Sun Communities today. The Real Estate sector moved +3.40% (median).

No news on Amer Sports today. The Consumer Cyclical sector moved +4.71% (median).

No news on Darden Restaurants today. The Consumer Cyclical sector moved +4.71% (median).

No news on MicroStrategy today. Its industry peers (Software - Application) that day: “Democratic midterm sweep sparks broad risk rally, lifting Navan 9% with software peers”.

• Market pulseArista posts record Q3 2026 beat, raises FY26 revenue guidance to $13.3B as JPMorgan lifts price target to $270
• Market pulseArista posts record Q3 beat, raises FY26 revenue guidance as Wells Fargo trims price target to $245 from $255 on supply-timing, purchase-commitment risks
• BenzingaArista Networks Sees Q4 Adj EPS $1.26-$1.30 vs $1.15 Est; Sees Sales $3.900B-$4.000B vs $3.596B Est

The trigger was the quarterly report: EPS +60% year over year, 11.1% above the estimate.

• BenzingaAlamar Biosciences Partners With GSK For Its Use Of NULISA Platform In Trial To Evaluate Protein Signatures Regarding Disease Progression, Biological Subtypes And Treatment Response Across Respiratory, Liver, Kidney, Neurological And Autoimmune Conditions
• Fiscal.AiGSK Enters Strategic Scientific Collaboration with Alamar Biosciences
• Fiscal.AiGSK Chief Digital and Technology Officer Appointed to BAE Systems Board

No news on Affirm today. Its industry peers (Credit Services) that day: “Post-midterm yield relief and Q3 strength lift Upstart nearly 11% during Wednesday trading”.

No news on Copart today. The Industrials sector moved +0.16% (median).

• Market pulseSanofi terminates Nurix STAT6 degrader SAR448272 program as Jefferies cuts price target to $36, reiterates Buy
• Market pulseSanofi terminates Nurix STAT6 degrader SAR448272 program as analysts cut price targets
• GlobeNewswireNurix Therapeutics Announces Sanofi's Decision to Discontinue Development of STAT6 Degrader SAR448272

• Market pulseAmdocs guides FY27 pro forma revenue down 7%–11% and EPS down 26%–30% on T-Mobile dispute despite strong AI/aOS momentum
• Market pulseAmdocs cuts FY27 outlook on contractual T-Mobile dispute, guiding pro forma revenue down 7%–11%, EPS down 26%–30% as Oppenheimer downgrades to Perform from Outperform
• ACCESSWIREAmdocs Enters the Insurance Industry Through the Acquisition of EIS, Opening a Strategic Growth Opportunity

The trigger was the quarterly report: EPS +8% year over year, 0.1% above the estimate.

• Market pulseEverus Construction Group posts record Q3 2026 revenue $1.4B (+40% YoY), beats estimates and raises full-year 2026 revenue, EBITDA guidance
• Market pulseEverus Construction Group posts record Q3 2026 revenue $1.38B (+40% YoY), raises 2026 revenue and EBITDA guidance on surging data center backlog
• BenzingaEverus Construction Group Raises FY2026 Sales Guidance from $4.500B-$4.700B to $5.000B-$5.100B vs $4.600B Est

The trigger was the quarterly report: EPS +61% year over year, 36.7% above the estimate.

• Market pulseTrump Media & Technology Group in focus as early U.S. midterm results point to Democratic control of Congress
• Market pulseMarketWatch says Trump’s post-election drubbing clouds outlook for Trump Media & Technology Group reliant on his popularity
• Fiscal.AiTrump Media and TAE Technologies File Amended Form S-4 for Proposed Merger

• Market pulseFIS cuts 2026 guidance and warns of 2027 EPS decline despite strong free cash flow and Q3 beat
• Business WireFIS Announces Chief Financial Officer Transition; Names Alexandra Brooks Interim CFO
• Business WireFIS Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +7% year over year, 0.6% above the estimate.

• Market pulseHut 8 Q3 results: EPS $0.98 profit, adjusted loss $1.23 vs $1.06 expected, revenue $71.1M misses estimates
• Market pulseHut 8 advances AI infrastructure pipeline to 3,180 MW and agrees to buy two West Texas data centers for up to $180M
• PR NewswireHut 8 Reports Third Quarter 2026 Results

• Market pulseNo clear catalyst identified for Target Hospitality 18% regular-session drop
• Market pulseNo clear catalyst identified for Target Hospitality 22% drop in regular session

• Market pulseDemocratic sweep raises data-center restriction fears and sinks Sterling Infrastructure 16% Wednesday morning

• Market pulseModine posts Q2 2027 non-GAAP EPS $1.35 (+27% YoY) on revenue $994.4M (+35% YoY), misses EPS, beats revenue, raises core outlook
• PR NewswireModine Reports Second Quarter Fiscal 2027 Results
• BenzingaModine Manufacturing Q2 Adj. EPS $1.35 Misses $1.45 Estimate, Sales $994.400M Beat $943.718M Estimate

The trigger was the quarterly report: EPS +38% year over year, 7.9% below the estimate.

• Market pulseKBW downgrades Cipher Digital to Market Perform, cuts price target to $9.50 on regulatory and Texas leasing concerns
• Market pulseKBW downgrades Cipher Digital on regulatory, Texas data-center risks as Bernstein cuts price target to $15
• Earnings WhispersCipher Digital Beats On EPS But Misses Badly On Revenue As Backlog Grows And Costs, Leverage And Leasing Delays Mount

• Market pulseDemocratic midterm sweep raises data-center oversight fears, driving Legence down 16% after the open
• Earnings WhispersLegence Faces A Credibility Test As Shares Sink 41% Despite Back-To-Back Guidance Raises

• Market pulseUnum Group posts Q3 2026 net loss $419.7M on investment impairments, non-GAAP EPS $2.20 (+5% YoY) beats estimates
• Market pulseUnum closes $3.8B long-term care reinsurance deal with Fortitude Re, transferring large block of LTC insurance risk
• BenzingaUnum Gr Q3 Adj. EPS $2.20 Beats $2.17 Estimate, Sales $2.547B Miss $2.962B Estimate

The trigger was the quarterly report: EPS +5% year over year, 1.7% above the estimate.

• Market pulseTrimble cuts full-year ARR growth guidance to about 10% from 12–14%, plans $80–90M efficiency program for 2027 $90M revenue headwind
• Market pulseTrimble holds full-year revenue guidance, raises EPS outlook, cuts ARR growth guidance to ~10% from 12–14% on Field Systems softness
• PR NewswireTrimble Announces Third Quarter 2026 Results and Updates Full Year Guidance

The trigger was the quarterly report: EPS +6% year over year, 0.2% below the estimate.

• Market pulseTexas election threatens data-center expansion, driving MasTec 12% lower alongside Quanta Services

• Market pulseDemocratic midterm sweep and data-center restriction wins sink Comfort Systems 10.5% pre-market after Tuesday's rally

• Market pulseDatadog beats Q3 with accelerating core growth as Q4 guidance assumes minimal spend from largest AI customer
• Market pulseDatadog beats Q3 with accelerating core growth as BTIG cuts price target to $260 from $289, reiterates Buy after results
• Fiscal.AiDatadog Announces General Availability of New Real User Monitoring Capabilities

The trigger was the quarterly report: EPS +47% year over year, 24.3% above the estimate.

• Market pulseDemocratic sweep and data-center restriction fears drive Vistra 8.9% lower in Wednesday pre-market
• Market pulseKeyBanc downgrades Vistra to Sector Weight from Overweight, citing heightened data-center policy risk after Democratic sweep in Texas
• BenzingaKeybanc Downgrades Vistra to Sector Weight

• Market pulseDemocratic Texas sweep and data-center moratorium fears sink NRG 13% in regular trading

• Market pulseTexas Pacific Land Corp reports Q3 2026 results with revenue $273.4M (+35% YoY), beating revenue estimates
• Market pulseTexas Pacific Land posts record Q3 2026 results with diluted EPS $2.42, revenue $273.4M (+35% YoY), declares $0.60 quarterly dividend payable Dec. 15, 2026
• Business WireTexas Pacific Land Corporation Announces Third Quarter Results

• Market pulseDemocratic sweep sparks AI-regulation fears, driving Semtech 13% lower with connectivity peers

• Market pulseVertiv, Infineon sign 3-year supply deal for silicon and SiC power semiconductors for AI data centers
• Market pulseAnalysts warn U.S. Democratic midterm sweep may slow AI data center build-outs for Vertiv
• PR NewswireVertiv and Infineon Deepen Strategic Partnership for Critical Power Infrastructure

• Market pulseDemocratic sweep raises data-center regulation fears, sending nVent down 11% in early trading

• Market pulseCVS raises 2026/2027 EPS outlook and plans split into CVS Health and CVS Pharmacy
• Market pulseCVS raises 2026-2027 EPS outlook after $1.3B favorable reserve revisions, Q3 beat and plans split into CVS Health and CVS Pharmacy
• Financial TimesCVS Health moves to dismantle $117bn healthcare empire

The trigger was the quarterly report: EPS +31% year over year, 26.6% above the estimate.

• Market pulseDemocratic midterm sweep triggers data-center selloff, dragging Flex 11% lower in regular trading

• Market pulseDemocratic sweep and data-center restriction votes drive Quanta Services down 11% in early trade
• Fiscal.AiQuanta Services Stock Declines Amid Market Reaction to Election Results

• Market pulseNo clear catalyst identified; FTAI reverses post-earnings gains despite stronger market and peers
• Market pulseNo clear catalyst identified; FTAI reverses post-earnings gains while aviation peers outperform
• BenzingaCNBC Halftime Report Final Trades: Coeur Mining, Amazon, FTAI Aviation, Apple

• Market pulseDemocratic midterm sweep triggers data-center regulation fears, driving Wesco down 10% in early trade

• Market pulseCoreWeave shares fall after Democrats sweep U.S. midterms, as investors price in tighter AI data center regulation and potential rollbacks of tech tax incentives.
• Market pulseCoreWeave unsecured 2030–2032 bonds yield above 15% after Democratic wins raise AI data center policy concerns
• StocktwitsTexas Goes Blue: What Gina Hinojosa's Win Means For AI Data Centers And Stocks Like MSFT, AMZN, GOOGL, CRWV

• Market pulseEaton posts record Q3 2026 with adjusted EPS $3.68, revenue $8.9B, beating estimates and raising 2026 guidance on surging electrical demand
• Earnings WhispersEaton Beats And Raises A Third Time As Organic Growth Hits 19%, But A Debt-Funded Expansion And A Falling Stock Complicate The Setup
• BenzingaAmazon, Pfizer, Eaton And A Financial Stock On CNBC’s ‘Final Trades’

The trigger was the quarterly report: EPS +20% year over year, 3.8% above the estimate.

• Market pulseDemocratic sweep sparks data-center oversight fears, driving EMCOR 10% lower despite broader rally
• Facilities DiveEmcor grows US building services revenue 4.7% to $852M
• Fiscal.AiUBS Adjusts Price Target on EMCOR Group to $925 From $1,065, Keeps Buy Rating

• Market pulseDemocratic sweep sparks AI-regulation fears, sinking Credo 12% alongside connectivity peers in morning trade
• Business WireCredo and Oracle Advance Optical Transceiver Telemetry Standardization with OCP Community
• Fiscal.AiCredo and Oracle Secure OCP Approval for New Optical Transceiver Telemetry Specifications

• Market pulseDemocratic sweep and Texas data-center moratorium threat drive Generac down 12% intraday

• Market pulseSiTime Q3 2026 revenue jumps 257% to $298.7M with non-GAAP EPS $4.01, beating expectations
• Market pulseSiTime Q3 2026 revenue jumps 257% to $298.7M, non-GAAP EPS $4.01 both beat estimates
• GlobeNewswireSiTime Reports Third Quarter 2026 Financial Results

• Market pulseDemocratic sweep and data-center restrictions drive GE Vernova 6% lower pre-market after Tuesday’s rally
• Fiscal.AiGE Vernova and Seatrium Support TenneT North Sea Platform Construction
• UnchainedApple, Home Depot and GE Vernova Object to ICE-OKX Tokenized Stock Venue as Count Hits 59

• Market pulseMidterm-driven AI regulation fears drag optical peers and Ciena nearly 10% lower intraday

• Market pulseCurtiss-Wright wins over $225M in contracts to supply systems for U.S. Navy submarines and carriers through 2030
• Market pulseCurtiss-Wright reports Q3 2026 financial results and raises full-year 2026 guidance
• Business WireCurtiss-Wright Awarded Contracts Valued in Excess of $225 Million to Support Critical U.S. Navy Aircraft Carrier and Submarine Platforms

• Market pulseDemocratic sweep and Texas data-center moratorium fears drive Celestica down 9% intraday
• Fiscal.AiCelestica Raises 2026 Revenue and EPS Guidance

• Market pulseDemocratic sweep raises data-center restriction risks, weighing on Dell shares 5% pre-market
• Fiscal.AiDell Technologies Commissions Performance Report on Agentic AI Workloads

• Market pulseDemocratic sweep raises AI-regulation fears, dragging Tower Semiconductor 9% lower with chip peers

• BenzingaEvercore ISI Group Maintains Outperform on Talen Energy, Raises Price Target to $515

The trigger was the quarterly report: EPS −32% year over year, 65.4% below the estimate.

No news on Seagate Technology today. Its industry peers (Computer Hardware) that day: “Democratic wins fuel data-center restriction fears, sinking Sandisk 8% alongside memory peers”.

• Market pulseMarathon Petroleum Q3 EPS $26.93, revenue $56.5B beat estimates as it sells Mid-Con refineries to fund Gulf Coast projects
• Earnings WhispersMarathon Petroleum Posts Record Quarter, But A Narrow Beat And Slipping Margin Capture Temper The Victory Lap
• Offshore TechnologyCVR Energy to acquire two US refineries from Marathon for $4.2bn

The trigger was the quarterly report: EPS +795% year over year, 6.1% above the estimate.

• Market pulseDemocratic wins fuel data-center restriction fears, sinking Sandisk 8% alongside memory peers
• Fiscal.AiSanDisk Shares Rise Following Apple's Warning on Memory Costs
• Fiscal.AiFox Advisors Downgrades SanDisk to Equal-Weight

• Market pulseMarvell’s 8% selloff cuts stock-deal value, dragging Lumentum 11% lower in regular trading
• PR NewswireHalper Sadeh LLC is Investigating Whether LITE, RRC, SGRY are Obtaining Fair Deals for their Shareholders
• Fiscal.AiMonteverde & Associates PC Announces Investigation into Lumentum Holdings Inc. Acquisition

• Market pulseBWX Technologies launches cash tender offers and consent solicitations for 4.125% senior notes due 2028 and 2029
• Fiscal.AiBWX Technologies Outlines 2027 Growth Expectations and Updates 2026 Cash Flow Guidance
• Business WireBWX Technologies, Inc. Announces Proposed Offering of Senior Notes

• Market pulseDemocratic midterm sweep and Iran de-escalation hopes sink HF Sinclair 10% intraday

• Market pulseIran de-escalation bets and Plaquemines contract shift drive Venture Global down 10%
• Fiscal.AiVenture Global Awards Major LNG Contract for Plaquemines Expansion

• Market pulseCenovus Energy posts Q3 2026 EPS $1.31 on $11.42B revenue, net earnings $3.4B, declares $0.22 dividend, plans renewed buyback
• Market pulseCenovus Energy Inc reports fiscal Q3 2026 results with non-GAAP EPS $1.31 (+155% YoY) and revenue $13.7B (+27% YoY), beats EPS and revenue estimates, declares $0.22 dividend, plans renewed buyback
• GlobeNewswireCenovus announces third-quarter 2026 results

The trigger was the quarterly report: EPS +155% year over year, 21.1% above the estimate.

• Market pulseTrump’s Iran de-escalation signal unwinds tanker war premium, driving Frontline down 9% Wednesday

No news on Canadian Natural Resources today. The Energy sector moved −5.04% (median).

No news on Devon Energy today. The Energy sector moved −5.04% (median).

• Market pulseCharles River beats Q3 2026 estimates with EPS $3.09, revenue $982.7M and raises 2026 outlook on DSA rebound, margin expansion
• Market pulseCharles River beats Q3 estimates, raises 2026 outlook but pushes 5%–7% organic growth target out to 2028
• Business WireCharles River Laboratories Announces Third-Quarter 2026 Results

The trigger was the quarterly report: EPS +27% year over year, 3.9% above the estimate.

• Market pulseNo clear catalyst identified; YPF jumps 11% after-hours despite only earlier LNG-project news
• Market pulseNo clear catalyst identified; isolated after-hours spike follows daytime LNG project comments

• Market pulseDemocratic election sweep raises data-center restriction fears, sending Marvell shares down 8.6%
• BenzingaLive On CNBC, Bill Baruch Announces Bought More Marvell Technology
• Fiscal.AiWall Street Analysts Update Ratings and Price Targets for Marvell Technology

No news on Caci International today. Its industry peers (Information Technology Services) that day: “Bitcoin miner-to-AI stocks rebound lifts Keel Infrastructure 16% in regular hours”.

• Market pulseViper raises 2026 oil production guidance to 67.5k bbl/d midpoint, executes cash-funded Permian mineral acquisitions
• Earnings WhispersViper Energy Beats On Volume And Raises Guidance Again, But Cash-Funded Deals Mean Debt Is Rising And Buybacks Are Shrinking
• BenzingaTruist Securities Maintains Buy on Viper Energy, Raises Price Target to $54

No news on Elbit Systems today. Its industry peers (Aerospace & Defense) that day: “Democratic congressional sweep drives defense selloff, sending Karman shares 14% lower intraday”.

• Market pulseMicron faces AI data center growth concerns after Democrats’ sweep of Congress, Yahoo Finance reports
• BenzingaForget Nvidia: Why Samsung, TSMC, and Micron Just Generated 'More Free Cash Flow... Than Any Other Listed US Company'
• Barrons.comMicron Stock Faces a Memory Price Conundrum in Wake of Democrat Success

• Earnings WhispersPetrobras Faces A Volume Versus Price Test As Street Braces For Sequential Earnings Dip

• Market pulseLockheed Martin agrees to pay $29.5 million to settle a federal investigation into its diversity efforts.
• Fiscal.AiLockheed Martin Joins VINES Project for AI Data Center Wireless Infrastructure
• Fiscal.AiLockheed Martin to Pay $29.5 Million to Settle DOJ Discrimination Claims

• Market pulseAPA Corp releases third-quarter 2026 financial and operational results, posts full details on its investor website
• Fiscal.AiAPA Corporation Offshore Workers to Escalate U.K. Strike Action
• GlobeNewswireAPA Corporation announces third-quarter 2026 financial and operational results

No news on Teradyne today. Its industry peers (Semiconductor Equipment & Materials) that day: “Democratic sweep raises data-center regulation fears, driving FormFactor down 12% with chip-equipment peers”.

No news on Western Digital today. Its industry peers (Computer Hardware) that day: “Democratic wins fuel data-center restriction fears, sinking Sandisk 8% alongside memory peers”.

• Market pulseDemocrats’ election victories and new Texas governor spur concerns over stricter data-center regulations and future power demand for merchant generators
• Fiscal.AiBofA Securities Maintains Buy Rating on Constellation Energy
• StocktwitsVST, CEG Stocks Drop As Election Outcome Hits Merchant Power Generators

• Fiscal.AiCiti Maintains Nebius Group with Buy Rating, Adjusts Price Target
• BenzingaCitigroup Maintains Buy on Nebius Group, Lowers Price Target to $265
• Earnings WhispersNebius Must Show Its Billion-Dollar AI Deals Can Outrun Losses And A Street Above Guidance

• Market pulsePermian Resources declares $0.16 quarterly base cash dividend payable December 31, 2026 ($0.64 annualized)
• Market pulsePermian Resources posts Q3 2026 revenue $2.0B (+48% YoY), beats estimates and declares $0.16 quarterly base dividend
• Business WirePermian Resources Declares Quarterly Cash Dividend

No news on Entegris today. Its industry peers (Semiconductor Equipment & Materials) that day: “Democratic sweep raises data-center regulation fears, driving FormFactor down 12% with chip-equipment peers”.

No news on L3Harris Technologies today. Its industry peers (Aerospace & Defense) that day: “Democratic congressional sweep drives defense selloff, sending Karman shares 14% lower intraday”.

• Market pulseDemocratic sweep and oil plunge drive broad midstream selloff, sending Williams down 8%

• StocktwitsBE Stock Heads For Best Week In Over A Month: This Analyst Says Blooms Demand Trends Are Getting Harder To Ignore
• Barrons.comBloom Energy Is a Surprise Big Winner from the Elections

No news on Keysight Technologies today. The Technology sector moved +0.14% (median).

• Market pulseSunoco LP Q3 diluted EPS $2.07 comes in nearly 30% below $2.94 consensus even as adjusted EBITDA hits record $1.06B and management projects record 2026-2027 results
• Fiscal.AiWells Fargo Maintains Sunoco at Overweight, Raises Price Target

No news on Antero Resources today. The Energy sector moved −5.04% (median).

• Fiscal.AiJohnson Controls Employees Named 2026 SIA Women in Security Forum Scholarship Winners

No news on Equinor ASA today. The Energy sector moved −5.04% (median).

• Fiscal.AiTD Cowen and Scotiabank Update Price Targets for Cheniere Energy

• FX EmpireAI Data Center Demand, Record Sales Send Amphenol Higher

• Market pulseSTMicroelectronics expands STM32 platform with STM32G5 MCUs for real-time AI datacenter power control and new STM32A automotive safety family
• Market pulseSTMicroelectronics announces a unified STM32 microcontroller platform and introduces the new STM32A automotive and high-safety MCU family at STM32 Summit 2026.
• GlobeNewswireSTM32 Summit 2026: STMicroelectronics announces its unified MCU platform, addressing technology convergence across industrial, automotive and physical AI applications

• Market pulseCoherent beats fiscal Q1 2027 estimates with non-GAAP EPS $2.09, raises Q2 guidance and multi-year growth, margin outlook
• Benzinga Prediction MarketsCoherent Earnings Prediction Market Preview: What Will Jim Anderson Say?
• GlobeNewswireCoherent Corp. Reports First Quarter Fiscal 2027 Results

• Market pulseRecord earnings and above-consensus guidance lift Fabrinet 15% as data-center revenue accelerates
• Fiscal.AiAnalyst Price Target Adjustment for Fabrinet
• BenzingaBarclays Maintains Overweight on Fabrinet, Lowers Price Target to $496

• Market pulseGlobalFoundries beats Q3 2026 estimates with non-GAAP/non-IFRS EPS $0.53 (+29% YoY) on revenue $1.899B (+12% YoY)
• Market pulseGlobalFoundries beats Q3 2026 estimates with non-GAAP EPS $0.53, record margins, accelerating AI photonics and ~$4B 2027 capex plan
• GlobeNewswireGlobalFoundries Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +29% year over year, 3.5% above the estimate.

No news on Corning today. Its industry peers (Electronic Components) that day: “Democratic midterm sweep triggers data-center selloff, dragging Flex 11% lower in regular trading”.

No news on Cummins today. Its industry peers (Specialty Industrial Machinery) that day: “Democratic sweep and data-center restrictions drive GE Vernova 6% lower pre-market after Tuesday’s rally”.

• Market pulseDemocratic sweep and Vance’s Iran-war rebuke sink crude, driving Valero down 9%

• Market pulseSuper Micro crushes Q1 2027, raises FY27 revenue outlook to $72–$82B as Raymond James lifts target to $65 from $48, reiterates Outperform
• Market pulseSuper Micro crushes Q1 2027, raises FY27 revenue outlook to $72–$82B as analysts update price targets and flag margin risks
• Business WireSupermicro Announces First Quarter of Fiscal Year 2027 Financial Results

No news on Hewlett Packard Enterprise today. Its industry peers (Communication Equipment) that day: “Marvell’s 8% selloff cuts stock-deal value, dragging Lumentum 11% lower in regular trading”.

• Market pulseOvintiv Q3 2026 revenue $2.6B (+26% YoY) beats estimates, net earnings $549M, non-GAAP free cash flow $680M
• Market pulseOvintiv Q3 results: adjusted EPS $1.94 misses $1.96 consensus, revenue $2.6B (+26% YoY) beats estimates
• PR NewswireOvintiv Reports Third Quarter 2026 Financial and Operating Results

The trigger was the quarterly report: EPS +89% year over year, 4.4% below the estimate.

• Fiscal.AiBaker Hughes CEO Discusses Supply Chain Resilience at ADIPEC 2026
• Fiscal.AiBaker Hughes Participates in Multi-Company Agreement Signing

• Market pulseArm Holdings Plc ADR reports fiscal Q2 2027 results with revenue $1.4B (+27% YoY), beats revenue estimates
• Market pulseArm posts fiscal Q2 2027 adjusted EPS $0.52 on $1.44B revenue, beating estimates, and issues above-consensus current-quarter guidance
• MarketWatchArm and other AI stocks rise in the wake of AMD's earnings

• Fiscal.AiAnalyst Adjusts Caterpillar Price Target

No news on EOG Resources today. The Energy sector moved −5.04% (median).

• BenzingaToyota, ConocoPhillips On Deck Thursday As Auto Demand, Oil Prices Face Test

No news on Occidental Petroleum today. The Energy sector moved −5.04% (median).

No news on Imperial Oil today. The Energy sector moved −5.04% (median).

No news on Monolithic Power System today. Its industry peers (Semiconductors) that day: “Democratic sweep sparks AI-regulation fears, sinking Credo 12% alongside connectivity peers in morning trade”.

No news on APi today. Its industry peers (Engineering & Construction) that day: “Democratic midterm sweep and data-center restriction wins sink Comfort Systems 10.5% pre-market after Tuesday's rally”.