$LOW earnings: EPS $4.40 vs. $4.22 est. Rev $25.96B vs. $26.11B est. Narrows FY26 EPS view to $12.25 from $12.25-$12.75 vs $12.45 est.
reddit.com$MDB PT raised to $519 from $366 at Citizens - keeps Outperform rating
reddit.com$SKYH announces share buyback/retirement of 40 trillion won($29 Billion USD) The company also revealed plans to return over 50% of cumulative free cash glow generated during the program period of 2025 to 2027
reddit.comOpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic
OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic
The ChatGPT-maker’s revenue disappointed some investors, although the company told them its growth accelerated in the third quarter
OpenAI told investors its revenue grew by 18% from the first to the second quarter, while its losses deepened, results that disappointed some shareholders who had hoped the startup would show more progress catching up to its rival, Anthropic.
The Morning Rant -> To Yield or not to Yield, that is the question.
The Morning Rant -> To Yield or not to Yield, that is the question.
https://www.youtube.com/watch?v=mWJ0ZeKZzgI
$SPY
$HD earnings: EPS $4.92 vs. $4.73 est. Rev $47.86B vs. $47.23B est. Backs FY26 revenue view up 2.5%-4.5%. Backs FY26 comparable sales view flat to up 2%. Backs FY26 EPS view flat to up 4%
reddit.com$AAPL upgraded to Buy from Neutral at Rothschild & Co Redburn - raises PT to $400 from $260
reddit.comS&P futures +0.03% Still plenty of time for a Black Monday $SPY
reddit.comSome implied moves for earnings next week - 103 companies reporting:
Some implied moves for earnings next week - 103 companies reporting:
$WMT: 4.94%
$HD: 4.26%
$LOW: 5.10%
$TGT: 6.91%
$ADI: 6.41%
$BABA: 7.01%
$BIDU: 7.21%
$IQ: 17.04%
$BILL: 13.76%
$EL: 8.77%
$ROST: 7.19%
$AAP: 14.32%
$TJX: 4.68%
$DE: 5.44%
$ZIM: 6.50%
$FUTU: 6.69%
$XP: 7.03%
$BEKE: 11.35%
$PONY: 10.81%
$KLAR: 16.35%
$BULL: 9.20%