Earnings
SpaceX (SPCX) shares surged after AI revenue overtook Starlink and quarterly profits exceeded expectations. A potential Tesla merger added attention, while rising infrastructure spending raised questions about financing and profitability.
Earnings
Danaher (DHR) raises its 2026 earnings outlook as bioprocessing orders accelerate, margins improve, and life sciences demand strengthens. Respiratory diagnostics weakness and a cautious 2027 growth framework remain important considerations.
Earnings
Northrop Grumman shares rallied after stronger earnings, a record $110 billion backlog, and higher profit guidance. Demand for military aircraft, missiles, and space systems supports growth despite uncertainty surrounding U.S. defense spending.
Earnings
GE Aerospace shares fell more than 4% despite stronger earnings, rising engine orders, and higher 2026 guidance. Slower expected commercial services growth, weaker quarterly cash flow, and valuation concerns weighed on investor sentiment.
Earnings
3M shares rallied after an expanded Amazon data center partnership and stronger third-quarter earnings. Higher industrial margins, improved productivity, and raised guidance signal progress in the company's transformation.
Earnings
General Motors reports stronger third-quarter earnings and raises its cash flow outlook, but GM stock falls as unchanged profit guidance and rising costs raise concerns about the automaker's 2027 outlook.
Business Trends
Apple’s iPhone 18 Pro demand is showing signs of weakness even as its $1,999 foldable iPhone Duo attracts strong preorders. With shares near record highs, investors are weighing premium pricing opportunities against production costs and valuation concerns.
Earnings
Cleveland-Cliffs reported its strongest quarter in three years and projected more than $4 billion in 2027 adjusted EBITDA. Higher steel prices, improved efficiency and new customer contracts drove a sharp rally in CLF stock.
Earnings
J.B. Hunt's Q3 2026 revenue jumped 20%, but surging diesel prices, driver expenses, and insurance costs squeezed margins. The results highlight growing freight demand alongside persistent inflation pressures across transportation.
Earnings
Alcoa shares climbed after stronger-than-expected third-quarter earnings, improving production and substantial cash generation. A proposed $315 million data center land sale added momentum, although aluminum pricing and higher costs remain challenges.
Innovation & Tech
Semtech raised its quarterly outlook and projected substantial growth in AI data center connectivity. Yet shares fell sharply after its Analyst Day as investors weighed ambitious long-term targets against valuation and execution risks.
Earnings
TSMC reports record third-quarter profits and forecasts stronger revenue as AI chip demand accelerates. Shares decline despite the results, with investors weighing rising manufacturing costs, heavy capital spending and a broader semiconductor sell-off.