News Bulletin
Wednesday, November 4th2026
Evening Edition
Economic Numbers:
|
Time |
Event |
Actual |
Forecast |
Previous |
|
Wednesday, November 4, 2026 |
||||
|
7:00 |
MBA 30-Year Mortgage Rate |
7.29% |
|
7.37% |
|
7:00 |
MBA Mortgage Applications (WoW) |
|
|
3.30% |
|
8:15 |
ADP Nonfarm Employment Change (Oct) |
86K |
67K |
90K |
|
8:30 |
Trade Balance (Sep) |
-105.00B |
-107.90B |
-105.60B |
|
8:30 |
Exports (Sep) |
321.50B |
|
315.20B |
|
8:30 |
Imports (Sep) |
426.60B |
|
420.80B |
|
9:45 |
S&P Global Services PMI (Oct) |
56.1 |
57.9 |
58.8 |
|
9:45 |
S&P Global Composite PMI (Oct) |
55.9 |
57.6 |
58.4 |
|
10:00 |
ISM Non-Manufacturing Prices (Oct) |
73 |
74.6 |
74 |
|
10:00 |
ISM Non-Manufacturing PMI (Oct) |
54.5 |
54.8 |
54.9 |
|
10:00 |
ISM Non-Manufacturing Employment (Oct) |
51.4 |
50 |
50.1 |
|
10:00 |
ISM Non-Manufacturing New Orders (Oct) |
55.9 |
|
59.8 |
|
10:00 |
ISM Non-Manufacturing Business Activity (Oct) |
53.8 |
|
56.5 |
|
10:30 |
Crude Oil Inventories |
-0.865M |
-1.700M |
-1.892M |
|
10:30 |
Atlanta Fed GDPNow (Q4) |
3.40% |
3.70% |
3.70% |
|
10:30 |
Cushing Crude Oil Inventories |
0.280M |
|
-0.624M |
|
10:30 |
Distillate Fuel Production |
|
|
-0.071M |
|
10:30 |
Gasoline Inventories |
-0.222M |
0.200M |
3.870M |
|
10:30 |
Gasoline Production |
|
|
-0.509M |
|
10:30 |
EIA Weekly Distillates Stocks |
-3.600M |
-0.100M |
-1.462M |
|
10:30 |
EIA Refinery Crude Runs (WoW) |
0.199M |
|
-0.123M |
|
10:30 |
Heating Oil Stockpiles |
|
|
0.164M |
|
10:30 |
EIA Weekly Refinery Utilization Rates (WoW) |
1.70% |
|
|
|
10:30 |
Crude Oil Imports |
|
|
-0.796M |
|
14:00 |
Total Vehicle Sales (Oct) |
|
15.80M |
16.00M |
Indices
|
|
CLOSE |
50 DMA |
200 DMA |
|
DJIA |
53,356.78 |
52150.75 |
50655.18 |
|
NASDAQ |
25,736.51 |
26534.21 |
25087.33 |
|
S&P 500 |
7,688.64 |
7693.19 |
7318.94 |
Earnings Calendar:
(EPS: Earning Per Share / Rev: Revenue /
Mkt Cap : market Capital/ BMO : Before Market Opening /AMC : After Market
Close)
|
Company |
Earnings Call Time |
EPS Estimate |
Market Cap |
|
|
ARM |
Arm Holdings plc ADR |
AMC |
0.47 |
209.40B |
|
MCD |
McDonald's Corporation |
BMO |
3.38 |
187.98B |
|
QCOM |
Qualcomm Incorporated |
AMC |
2.16 |
173.08B |
|
UBER |
Uber Technologies, Inc. |
BMO |
0.86 |
136.26B |
|
MCK |
McKesson Corporation |
AMC |
10.72 |
116.40B |
|
CVS |
CVS Health Corporation |
BMO |
1.65 |
113.20B |
|
EMR |
Emerson Electric Co. |
BMO |
1.85 |
92.57B |
|
MELI |
MercadoLibre, Inc. |
AMC |
9.27 |
85.01B |
|
MSI |
Motorola Solutions, Inc. |
AMC |
4.42 |
80.65B |
|
DDOG |
Datadog, Inc. |
BMO |
0.64 |
77.60B |
|
APP |
AppLovin Corporation |
AMC |
4.03 |
76.58B |
|
ALL |
The Allstate Corporation |
AMC |
6.89 |
66.75B |
|
GWW |
W.W. Grainger, Inc. |
BMO |
11.68 |
64.89B |
|
COR |
Cencora, Inc. |
BMO |
4.58 |
64.47B |
|
MET |
MetLife, Inc. |
AMC |
2.77 |
64.15B |
|
AFL |
Aflac Incorporated |
AMC |
1.80 |
62.46B |
|
EW |
Edwards Lifesciences Corporation |
AMC |
0.74 |
53.76B |
|
COHR |
Coherent Corp. |
AMC |
1.99 |
39.38B |
|
MLM |
Martin Marietta Materials, Inc. |
BMO |
5.99 |
39.22B |
|
EXPE |
Expedia Group, Inc. |
AMC |
8.85 |
35.88B |
|
TKO |
TKO Group Holdings, Inc. |
AMC |
1.20 |
35.04B |
|
NTR |
Nutrien Ltd. |
AMC |
1.14 |
33.48B |
|
KHC |
The Kraft Heinz Company |
BMO |
0.42 |
29.56B |
|
ATO |
Atmos Energy Corporation |
AMC |
1.14 |
29.51B |
|
CPAY |
Corpay, Inc. |
AMC |
7.20 |
26.87B |
Market News:
U.S. stocks are sharply higher in afternoon trading
after Democrats won control of Congress in the midterm elections. The Dow is up
roughly 1,570 points (about 3%), while the S&P 500 and Nasdaq are up about
1.9% and 2.0%. Investors see a divided government as lowering the risk of
sweeping policy changes, oil is lower on signs of U.S.-Iran de-escalation, and
gold is sharply higher. Traders are also weighing earnings and possible data-center
regulation risk for the AI sector.
Here are some of the key movers:
Megacap Tech (AAPL, AMZN, MSFT):
Apple rose around 6.7%, Amazon around 7.4% and Microsoft around 6.2% as
large-cap technology joined the broad market rally.
Nvidia (NVDA):
Shares slipped around 1.6% as chip stocks lagged on worries about possible
restrictions on data-center construction.
AMD (AMD):
Shares rose in premarket trading after Q3 EPS of $2.09 beat the $1.94 consensus
and the Q4 revenue outlook of about $17B topped estimates.
CoreWeave (CRWV):
Shares dropped around 9% on fears of tougher data-center regulation under a
Democratic Congress.
Tesla (TSLA):
Shares slipped around 1.9% as the broader tech rally left the stock behind.
CVS Health (CVS):
Shares fell around 12% after the company announced plans to split into two
public companies by the first half of 2028, even as it raised its 2026 adjusted
EPS forecast to at least $8.20.
Datadog (DDOG):
Shares dropped around 14% as guidance implied flat revenue next quarter despite
Q3 revenue growth of 35%.
Duolingo (DUOL):
Shares jumped around 34% after stronger-than-expected Q3 results, 29% growth in
daily users and a raised full-year outlook.
Kyndryl (KD):
Shares surged around 35% after reporting cloud-provider revenue growth of 27%
and keeping its outlook.
Fidelity National Information Services (FIS):
Shares plunged around 24% after the company cut its 2026 outlook and its CFO
announced his departure.
Amdocs (DOX):
Shares fell around 27% after a weaker fiscal 2027 revenue forecast tied to a
contract dispute with T-Mobile.
McDonald's (MCD):
Shares rose around 4.7% earlier in the session after Q3 adjusted EPS of $3.57
beat estimates of $3.38, although revenue of $7.16B missed.
Uber (UBER):
Shares gained around 3.5% earlier after a Q3 beat, though its Q4 adjusted EPS
guidance of 95 to 99 cents was below expectations.
Trump Media (DJT):
Shares dropped around 16% after the Democratic House win was projected.
Arm (ARM), Qualcomm (QCOM), McKesson (MCK),
AppLovin (APP): Report after the market close today. Analysts
expect EPS of $0.47, $2.16, $10.72 and $4.03, respectively.
For
internal use only