News Bulletin

Wednesday, November 4  2026
Morning Edition

 

Economic Numbers:

Time

Event

Actual

Forecast

Previous

Wednesday, November 4, 2026

7:00

MBA Purchase Index

9:36

 

2:24

7:00

Mortgage Refinance Index

12:00

 

19:12

7:00

Mortgage Market Index

14:24

 

0:00

7:00

MBA 30-Year Mortgage Rate

1:45

 

1:46

8:05

MBA Mortgage Applications (WoW)

 

 

0:48

10m

ADP Nonfarm Employment Change (Oct)

 

67K

90K

25m

Trade Balance (Sep)

 

-107.90B

-105.60B

25m

Exports (Sep)

 

 

315.20B

25m

Imports (Sep)

 

 

420.80B

9:45

S&P Global Services PMI (Oct)

 

57.9

19:12

9:45

S&P Global Composite PMI (Oct)

 

57.6

9:36

10:00

ISM Non-Manufacturing Prices (Oct)

 

 

0:00

10:00

ISM Non-Manufacturing PMI (Oct)

 

54.8

21:36

10:00

ISM Non-Manufacturing Employment (Oct)

 

 

2:24

10:00

ISM Non-Manufacturing New Orders (Oct)

 

 

19:12

10:00

ISM Non-Manufacturing Business Activity (Oct)

 

 

12:00

10:30

Crude Oil Inventories

 

-1.700M

-1.892M

10:30

Atlanta Fed GDPNow (Q4)

 

0.037

0:53

10:30

Cushing Crude Oil Inventories

 

 

-0.624M

10:30

Distillate Fuel Production

 

 

-0.071M

10:30

Gasoline Inventories

 

0.200M

3.870M

10:30

Gasoline Production

 

 

-0.509M

10:30

EIA Weekly Distillates Stocks

 

-0.100M

-1.462M

10:30

EIA Refinery Crude Runs (WoW)

 

 

-0.123M

10:30

Heating Oil Stockpiles

 

 

0.164M

10:30

EIA Weekly Refinery Utilization Rates (WoW)

 

 

 

10:30

Crude Oil Imports

 

 

-0.796M

23:30

Total Vehicle Sales (Oct)

 

15.80M

16.00M

 

Indices:
 

 

 

CLOSE

50 DMA

200 DMA

DJIA

51786.86

52151.34

50629.88

NASDAQ

25,372.01

26541.92

25073.27

S&P 500

7568.92

7,692.66

7314.79

 

Earnings Calendar:

Symbol

Company

Event Name

Earnings

EPS Estimate

Market Cap

ARM

Arm Holdings plc

Q2 2027 Earnings Announcement

AMC

0.48

216.26B

MCD

McDonald's Corporation

Q3 2026 Earnings Announcement

BMO

3.38

186.14B

NVO

Novo Nordisk A/S

Q3 2026 Earnings Announcement

BMO

4.62

177.27B

NVO

Novo Nordisk A/S

-

TAS

4.62

177.27B

QCOM

QUALCOMM Incorporated

Q4 2026 Earnings Announcement

AMC

2.16

175.58B

UBER

Uber Technologies, Inc.

Q3 2026 Earnings Announcement

BMO

0.9

136.03B

CVS

CVS Health Corporation

Q3 2026 Earnings Announcement

BMO

1.65

116.91B

MCK

McKesson Corporation

Q2 2027 Earnings Announcement

AMC

10.75

116.55B

EMR

Emerson Electric Co.

Q4 2026 Earnings Announcement

BMO

1.85

92.81B

MELI

MercadoLibre, Inc.

Q3 2026 Earnings Announcement

AMC

9.27

84.27B

APP

AppLovin Corporation

Q3 2026 Earnings Announcement

AMC

4.03

82.48B

MSI

Motorola Solutions, Inc.

Q3 2026 Earnings Announcement

AMC

4.43

81.26B

DDOG

Datadog, Inc.

Q3 2026 Earnings Announcement

BMO

0.64

79.18B

MFC

Manulife Financial Corporation

Q3 2026 Earnings Announcement

AMC

1.18

74.08B

ALL

The Allstate Corporation

Q3 2026 Earnings Announcement

AMC

6.96

66.12B

GWW

W.W. Grainger, Inc.

Q3 2026 Earnings Announcement

BMO

11.66

65.85B

COR

Cencora, Inc.

Q4 2026 Earnings Announcement

BMO

4.57

64.98B

MET

MetLife, Inc.

Q3 2026 Earnings Announcement

AMC

2.77

63.97B

AFL

Aflac Incorporated

Q3 2026 Earnings Announcement

AMC

1.8

62.19B

CVE

Cenovus Energy Inc.

Q3 2026 Earnings Announcement

BMO

1.53

56.69B

EW

Edwards Lifesciences Corporation

Q3 2026 Earnings Announcement

AMC

0.74

54.87B

VMRK

Vivmark Residential

Q3 2026 Earnings Announcement

AMC

0.2

48.01B

SLF

Sun Life Financial Inc.

Q3 2026 Earnings Announcement

AMC

2.01

44.75B

RVMD

Revolution Medicines, Inc.

Q3 2026 Earnings Announcement

AMC

-2.38

41.63B

COHR

Coherent Corp.

Q1 2027 Earnings Announcement

AMC

1.97

40.86B

MLM

Martin Marietta Materials, Inc.

Q3 2026 Earnings Announcement

BMO

5.71

 

 

Market News:

Advanced Micro Devices (AMD): Shares jumped over 7% in pre-market trading after Q3 revenue reached $13.4 billion (+45% YoY), beating estimates of $13.08 billion; adjusted EPS was $2.09 vs $1.97 expected. Data-centre revenue surged 97%.

Apple (AAPL): Shares declined around 2% after the company warned that rising memory-chip costs could pressure holiday-quarter profit margins.

Nvidia (NVDA): Shares gained around 3% in the previous session as investors returned to AI and semiconductor stocks.

Duolingo (DUOL): Shares jumped around 17% pre-market following strong user growth; daily active users increased 29% to 64.9 million and Q3 revenue reached $309 million.

Super Micro Computer (SMCI): Shares advanced after Q1 revenue reached $19.9 billion and the company issued a strong Q2 sales forecast of $19.5–$21.5 billion.

Procore Technologies (PCOR): Shares climbed 13.1% pre-market after Q3 revenue grew 19%; the company raised its full-year revenue and margin outlook.

Datadog (DDOG): Shares dropped approximately 18–19% despite beating Q3 earnings estimates, as its fourth-quarter revenue outlook disappointed investors.

Amdocs (DOX): Shares plunged approximately 39% pre-market following its latest results and weak fiscal 2027 revenue outlook.

Palantir Technologies (PLTR): Shares slipped despite beating Q3 expectations and providing a better-than-expected fourth-quarter revenue forecast.

McDonald's (MCD): Q3 adjusted EPS came in at $3.57 against $3.36 expected, but US comparable sales declined 0.2%, reflecting weaker customer traffic.

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