News Bulletin
Thursday, October 29, 2026
Evening Edition

Economic Numbers:

Time	Event	Actual	Forecast	Previous
Thursday, October 29, 2026
8:30	Core PCE Price Index (MoM) (Sep)		0.30%	0.20%
8:30	Core PCE Price Index (YoY) (Sep)		3.10%	3.00%
8:30	GDP (QoQ) (Q3)		3.20%	2.20%
8:30	Initial Jobless Claims		198K	194K
13:00	7-Year Note Auction			5.09%
16:30	Fed's Balance Sheet			6,754B

Indices

	CLOSE	50 DMA	200 DMA
DJIA	52,475.10	52,253.41	50,576.54
NASDAQ	26,549.85	26,588.38	25,033.23
S&P 500	7,743.98	7,697.88	7,300.76

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap: market Capital/ BMO: Before Market Opening /AMC: After Market Close)

COMPANY	EPS Act	EPS Fore	Rev Act	Rev Fore	Mkt Cap	Time
AmazonAMZN:US	-	1.94	-	204.18B	$2.48T	PM
Eli LillyLLY:US	-	9.46	-	21.64B	$1.11T	AM
MastercardMA:US	-	5.11	-	9.66B	$538.60B	AM
IntelINTC:US	-	0.26	-	15.01B	$426.11B	PM
CaterpillarCAT:US	-	6.46	-	19.64B	$406.15B	AM
MerckMRK:US	-	2.28	-	17.29B	$324.18B	AM
Gilead SciencesGILD:US	-	2.23	-	7.83B	$196.01B	PM
StrykerSYK:US	-	3.68	-	6.72B	$132.42B	PM
Bristol-Myers SquibbBMY:US	-	1.6	-	12.02B	$131.55B	AM
AltriaMO:US	-	1.51	-	5.32B	$121.96B	AM
Howmet AerospaceHWM:US	-	1.26	-	2.47B	$118.87B	AM
StarbucksSBUX:US	-	0.69	-	9.27B	$117.91B	PM
Monster BeverageMNST:US	-	0.59	-	2.43B	$97.99B	PM
Quanta ServicesPWR:US	-	4.23	-	9.48B	$95.90B	AM
Intercontinental ExchangeICE:US	-	1.89	-	2.68B	$89.54B	AM
Mondelez InternationalMDLZ:US	-	0.79	-	9.95B	$84.17B	PM
Enterprise Products PartnersEPD:US	-	0.72	-	13.33B	$81.74B	AM
Republic ServicesRSG:US	-	1.92	-	4.38B	$76.10B	PM
Arthur J. GallagherAJG:US	-	3.07	-	4.07B	$67.69B	PM
Monolithic Power SystemsMPWR:US	-	6.4	-	979.67M	$64.05B	PM
Cheniere EnergyLNG:US	-	3.4	-	5.36B	$62.37B	AM
Digital RealtyDLR:US	-	0.5	-	1.7B	$56.70B	PM
Carrier GlobalCARR:US	-	0.86	-	5.84B	$50.68B	AM
Ameriprise FinancialAMP:US	-	11.31	-	4.92B	$50.47B	AM
L3Harris TechnologiesLHX:US	-	2.99	-	6B	$48.33B	AM
DR HortonDHI:US	-	3.36	-	10.14B	$47.71B	AM
Xcel EnergyXEL:US	-	1.4	-	4.29B	$43.80B	AM
Coinbase GlobalCOIN:US	-	0.52	-	1.54B	$40.94B	PM
Vulcan MaterialsVMC:US	-	3.14	-	2.28B	$37.55B	AM
ResMedRMD:US	-	2.86	-	1.44B	$37.22B	AM
HersheyHSY:US	-	2.29	-	3.32B	$35.87B	AM
Twilio IncTWLO:US	-	1.4	-	1.47B	$35.17B	PM
WEC EnergyWEC:US	-	0.93	-	2.21B	$35.15B	AM
Ingersoll RandIR:US	-	0.91	-	2.01B	$34.02B	PM
RedditRDDT:US	-	-	-	399.20M	$33.42B	PM
IlluminaILMN:US	-	1.36	-	1.14B	$32.59B	PM
Cheniere PartnersCQP:US	-	1.06	-	2.81B	$31.97B	AM
Allegheny TechnologiesATI:US	-	1.14	-	1.27B	$31.87B	AM
RobloxRBLX:US	-	-0.4	-	1.86B	$30.74B	PM
DexcomDXCM:US	-	0.67	-	1.34B	$30.59B	PM
Edison InternationalEIX:US	-	2.12	-	5.47B	$30.48B	PM
EMCOREME:US	-	7.48	-	4.76B	$30.38B	AM
West Pharmaceutical ServicesWST:US	-	2.12	-	814.67M	$28.85B	AM
FMC TechnologiesFTI:US	-	0.84	-	2.75B	$28.43B	AM
Cognizant Technology SolutionsCTSH:US	-	1.46	-	5.71B	$27.76B	AM
IncyteINCY:US	-	1.98	-	1.46B	$26.76B	AM
Alnylam PharmaceuticalsALNY:US	-	1.97	-	1.47B	$26.51B	AM
PPLPPL:US	-	0.51	-	2.41B	$25.89B	AM
MasTecMTZ:US	-	2.83	-	4.74B	$25.72B	PM
FedEx Freight Holding CompanyFDXF:US	-	-	-	-	$23.98B
T. Rowe PriceTROW:US	-	2.56	-	1.9B	$23.14B	AM
XPO LogisticsXPO:US	-	1.38	-	2.28B	$23.14B	AM
EntegrisENTG:US	-	0.92	-	876.25M	$22.42B	AM
First SolarFSLR:US	-	5.15	-	1.39B	$22.05B	PM
Veralto CorporationVLTO:US	-	0.95	-	-	$21.61B	PM
Tenet HealthcareTHC:US	-	4.1	-	5.46B	$19.90B	AM
MicrostrategyMSTR:US	-	7.46	-	130.23M	$18.99B	PM
Alliant EnergyLNT:US	-	1.19	-	1.37B	$18.15B	PM
Hyatt HotelsH:US	-	0.94	-	1.77B	$17.94B	AM
Lexington RealtyLXP:US	-	0.05	-	81.8M	$17.85B	AM
Wesco InternationalWCC:US	-	4.49	-	6.54B	$17.46B	AM
Kimco RealtyKIM:US	-	0.2	-	549.12M	$16.19B	AM
ExelixisEXEL:US	-	0.88	-	662.08M	$15.27B	PM
TextronTXT:US	-	1.66	-	3.83B	$15.01B	AM
DaVita Healthcare PartnersDVA:US	-	3.93	-	3.54B	$14.84B	PM
BorgwarnerBWA:US	-	1.3	-	3.56B	$14.60B	AM
WeyerhaeuserWY:US	-	0.08	-	1.81B	$14.45B	PM
InsmedINSM:US	-	-0.61	-	461.74M	$14.12B	AM
Avery DennisonAVY:US	-	2.51	-	2.32B	$14.05B	AM
BungeBG:US	-	2.6	-	23.55B	$13.77B	AM
Baxter InternationalBAX:US	-	0.53	-	2.86B	$13.65B	AM
Erie IndemnityERIE:US	-	3.46	-	1.09B	$13.43B	PM
Huntington Ingalls IndustriesHII:US	-	4.55	-	3.28B	$12.67B	AM
GoDaddyGDDY:US	-	1.82	-	1.33B	$12.39B	PM
WatscoWSO:US	-	-	-	-	$12.27B	AM
Gaming And Leisure PropertiesGLPI:US	-	0.81	-	434.51M	$10.87B	PM
GlobalstarGSAT:US	-	-0.02	-	74.99M	$10.51B
Sirius XMSIRI:US	-	0.82	-	2.15B	$10.50B	AM
AESAES:US	-	0.69	-	3.43B	$10.48B	PM
Cullen/Frost BankersCFR:US	-	2.69	-	605.1M	$10.11B	AM
CubeSmartCUBE:US	-	0.37	-	286.39M	$9.33B	PM
SaiaSAIA:US	-	3.39	-	947.86M	$9.32B	AM
AptarGroupATR:US	-	1.48	-	995.4M	$8.91B	PM
OshkoshOSK:US	-	3.74	-	2.93B	$8.81B	AM
PBF EnergyPBF:US	-	3.68	-	9.42B	$8.71B	AM
Mohawk IndustriesMHK:US	-	2.4	-	2.81B	$8.20B	PM
AGCOAGCO:US	-	1.41	-	2.52B	$8.00B	AM
Axalta Coating SystemsAXTA:US	-	0.72	-	1.34B	$7.98B	AM
Norwegian Cruise LineNCLH:US	-	0.9	-	2.88B	$7.97B	AM
InterDigitalIDCC:US	-	1.6	-	158.18M	$7.73B	AM
Federal SignalFSS:US	-	1.27	-	660.04M	$7.61B	AM
Builders FirstsourceBLDR:US	-	1.79	-	4.05B	$7.60B	AM
Eastman ChemicalEMN:US	-	1.93	-	2.39B	$7.57B	PM
A.O. SmithAOS:US	-	0.99	-	990.14M	$7.44B	AM
CrocsCROX:US	-	3.52	-	1.02B	$7.22B	AM
IdaCorpIDA:US	-	2.46	-	641.16M	$7.18B	AM
Credit AcceptanceCACC:US	-	12.26	-	594.29M	$7.07B	PM
TAL InternationalTAL:US	-	0.27	-	1.06B	$6.68B	AM
GATXGATX:US	-	2.54	-	602.35M	$6.44B	AM
LKQLKQ:US	-	0.86	-	3.55B	$6.03B	AM
CNO FinancialCNO:US	-	1.07	-	1.01B	$5.79B	PM
Paramount SkydanceCBS:US	-	-	-	-	$5.76B
FTI ConsultingFCN:US	-	2.72	-	1.02B	$5.66B	AM
Merit Medical SystemsMMSI:US	-	1.02	-	408.61M	$5.44B	PM
CNX ResourcesCNX:US	-	0.59	-	478.28M	$5.33B	AM
Ligand PharmaceuticalsLGND:US	-	2.54	-	80.34M	$5.31B	AM
Tfs FinancialTFSL:US	-	0.09	-	87.09M	$5.07B	PM
Plains GPPAGP:US	-	0.51	-	13.18B	$5.00B	AM
Portland General ElectricPOR:US	-	1.12	-	1.01B	$4.99B	AM
PTC TherapeuticsPTCT:US	-	0.27	-	293.72M	$4.83B	PM
Cousins PropertiesCUZ:US	-	0.07	-	263.55M	$4.81B	PM
Granite ConstructionGVA:US	-	3.05	-	1.67B	$4.72B	AM
Federated HermesFHI:US	-	1.33	-	494.56M	$4.72B	PM
BeldenBDC:US	-	2.06	-	752.12M	$4.72B	AM
Cavco IndustriesCVCO:US	-	6.11	-	592.48M	$4.56B	PM
SilganSLGN:US	-	1.27	-	2.12B	$4.54B	AM
Bright Horizons Family SolutionsBFAM:US	-	1.73	-	848.52M	$4.53B	PM
BrunswickBC:US	-	1.46	-	1.46B	$4.51B	AM
ExponentEXPO:US	-	0.59	-	147M	$3.91B	PM
SkyWestSKYW:US	-	3.15	-	1.14B	$3.86B	PM
Telephone Data SystemsTDS:US	-	-0.01	-	306.05M	$3.82B	AM
COPT Defense PropertiesOFC:US	-	0.33	-	190.05M	$3.81B	PM
TriNetTNET:US	-	0.81	-	1.18B	$3.62B	AM
Harley DavidsonHOG:US	-	0.49	-	1.07B	$3.62B	AM
Columbia SportswearCOLM:US	-	1.55	-	974.48M	$3.55B	PM
Organon & CoOGN:US	-	0.9	-	1.57B	$3.51B	AM
Osi SystemsOSIS:US	-	1.55	-	399.88M	$3.42B	PM
SPS CommerceSPSC:US	-	1.25	-	202.85M	$3.40B	PM
Icahn EnterprisesIEP:US	-	0.1	-	2.67B	$3.20B	AM
Pennymac Financial ServicesPFSI:US	-	2.76	-	624.53M	$3.20B	PM
Mge EnergyMGEE:US	-	1.21	-	187.39M	$2.90B	PM
California Water ServiceCWT:US	1.05	1.23	332.17M	327.92M	$2.83B	AM
Trinity IndustriesTRN:US	-	0.39	-	521.05M	$2.81B	AM
Quaker ChemicalKWR:US	-	1.96	-	519.07M	$2.79B	PM
BancorpTBBK:US	-	1.43	-	167.67M	$2.70B	PM
Peabody EnergyBTU:US	-	0.62	-	1.19B	$2.62B	AM
Blackstone MortgageBXMT:US	-	0.43	-	126.97M	$2.59B	AM
Supernus PharmaceuticalsSUPN:US	-	0.59	-	219.49M	$2.58B	PM
Pebblebrook HotelPEB:US	-	0.02	-	388.61M	$2.49B	PM
Patrick IndustriesPATK:US	-	1.28	-	1.01B	$2.36B	AM
MDC PartnersMDCA:US	-	0.31	-	831.94M	$2.28B	AM
World Kinect CorporationINT:US	-	0.74	-	10.38B	$2.18B	PM
Sonic AutomotiveSAH:US	-	1.86	-	4.05B	$2.15B	AM
Minerals TechnologiesMTX:US	-	1.74	-	561.5M	$2.07B	PM
DXC TechnologyDXC:US	-	0.71	-	3.04B	$2.03B	PM
InsperityNSP:US	-	0.23	-	1.66B	$1.98B	AM
OlinOLN:US	-	0.4	-	1.88B	$1.87B	PM
OmnicellOMCL:US	-	0.48	-	312.17M	$1.70B	AM
Distribution Solutions GroupLAWS:US	-	0.33	-	537.27M	$1.63B	AM
TrimasTRS:US	-	0.51	-	175.95M	$1.63B	AM
ForestarFOR:US	-	1.21	-	577.33M	$1.47B	AM
Fresh Del Monte ProduceFDP:US	-	-	-	-	$1.42B	AM
PaciraPCRX:US	-	0.76	-	190.62M	$1.28B	PM
Universal CorporationUVV:US	-	1.33	-	755.9M	$1.28B	PM
FMCFMC:US	-	0.64	-	954.96M	$1.25B	PM
RPCRES:US	-	0.06	-	456.04M	$1.17B	AM
Upbound GroupRCII:US	-	1	-	1.2B	$1.09B	AM
Pennymac Mortgage InvestmentPMT:US	-	0.34	-	98.69M	$607.40M	PM

Market News:

Nasdaq futures pointed lower on Thursday, as investors assessed a raft of big-name technology earnings that cast some fresh doubts over the artificial intelligence trade.

By 06:53 ET (10:53 GMT), the Nasdaq 100 futures contract had fallen by 251 points, or 0.8%, S&P 500 futures had dropped by 13 points, or 0.2%, and Dow futures had risen by 43 points, or 0.1%.

"A more cautious tech mood is the main theme in markets as we go to print, as underwhelming results from Alphabet and Samsung have renewed doubts about the returns on AI spending," analysts at Deutsche Bank said in a morning note.

Alphabet (NASDAQ:GOOGL) was among the worst premarket performers, shedding more than 10%. Third-quarter profit missed expectations, largely because of disappointing revenue from Google’s services unit.

Google’s typically robust ad revenue grew at its slowest pace in five quarters, exacerbating fears around the possible returns the company will eventually reap from its massive AI spending plans. In a call with investors, Google management said that while users were embracing its "AI Mode" search option, these queries have been monetized at a slower rate than traditional searches.

At the same time, free cash flow fell deeper into negative territory, reflecting a $6.5 billion increase in capital expenditures versus the prior quarter to $51.4 billion. Like its Big Tech peers, Alphabet has invested heavily in rapidly building out its AI capabilities, dedicating hundreds of billions of dollars to the development of the nascent technology.

Meanwhile, Samsung Electronics posted operating profit in its key semiconductor division that fell short of analysts’ lofty expectations. In Korean trading, shares of Samsung retreated by more than 4% -- slightly trimming a meteoric rise in the stock so far this year.

Samsung also offered no new details about a possible shareholder return plan, overshadowing a fourth straight quarter of record group-wide income. Overall operating profit came in at 100 trillion won, or around $74.52 billion.

Microsoft, on the other hand, gained in premarket trading. The software behemoth reported that growth at its all-important cloud division accelerated once again, possibly soothing jitters around returns from massive AI investments.

Underpinned by 48% expansion in the Azure cloud unit, Microsoft logged better-than-anticipated overall revenue growth of 19% to $92.28 billion in the first quarter.

Adjusted profit for the quarter stood at $4.89 a share, also above Wall Street expectations. Earlier this week, Microsoft said that it would offer buyouts to a big chunk of its workforce, with The Wall Street Journal reporting that roughly 60,000 employees may be eligible for the program. Microsoft’s headcount was 223,000 workers at the end of June.

Amazon (NASDAQ:AMZN), another AI hyperscaler, is set to report quarterly earnings after the closing bell on Thursday

Warsh flags impact of higher rates on AI boom

Elsewhere, the Federal Reserve left interest rates unchanged as widely expected, although two of the 12-member Federal Open Market Committee calling for a 25 basis point hike.

Fed Chair Kevin Warsh, speaking after the meeting, highlighted recent strength in the economy and the central bank’s commitment to its 2% annual inflation target level, but declined to provide any forward guidance on interest rates. Markets widely expect the Fed to raise rates at its final meeting of the year in December, after having lifted borrowing costs for the first time since 2023 last month.

Warsh also cast some doubt over the AI trade’s ability to withstand higher interest rates. He suggested that although there was once a narrative that tighter monetary policy was "not going to have any effect on AI because the returns that investors are expecting are so different," he has been "skeptical of that view."

"Interest rates get in the cracks. Interest rates affect, directly or indirectly, almost everything,” Warsh said.

Investors are now turning their attention to upcoming third-quarter gross domestic product data and the personal consumption expenditures price index for September, both of which could factor into the Fed’s interest rate trajectory. Core PCE data, one of the Fed’s preferred inflation gauges, is expected to have remained well above the central bank’s 2% in September.

Beyond the Fed, the European Central Bank is scheduled to announce its own interest rate decision on Thursday. The ECB is widely anticipated to keep rates steady.

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