Market Signals

Fox closed its Roku acquisition and expects about $400M of run-rate cost synergies within two years. $FOXA holders own roughly 74% of the combined com

SpaceX filed an 8-K flagging a CEO/CFO/director departure or appointment under Item 5.02. No name in the filing summary, so the market is flying blind

$NWSA (NEWS) — 8-K: News Corp Authorizes $1 Billion Buyback of Class A and Class B Common Stock

$TKO (TKO Group Holdings) — 8-K: TKO launches $1.0 billion senior secured notes offering due 2031

$ENB (ENBRIDGE) 8-K: CEO/CFO/Director Departure or Appointment

$BAM (Brookfield Asset Management) — 8-K: Brookfield Q3 fee-related earnings rise 15% to $864 million as fundraising hits $25 billion

Japan's Takaichi pushes for tougher cybersecurity laws as attacks surge

$O (REALTY INCOME) — 8-K: Realty Income adopts 2026 Promote Award Plan capping bonus pools at 40% of incentive allocations

Brookfield Asset Management filed an 8-K with a press release as Exhibit 99.1, but the filing text has no revenue, earnings or guidance. Nothing actio

$KLAC (KLA) — 8-K: KLA Board Declares Quarterly Cash Dividend of $0.23 Per Share

8-K: FHLBNY names Adam Goldstein President and CEO effective November 9, 2026

8-K: Goldman Sachs REIT raises $9.8 million in unregistered stock sales, originates $77.9 million loan

8-K: Navient affiliate to bid SOFR plus 1.50% on all Class A-6C notes it does not hold

Audax Credit BDC Inc. 8-K: CEO/CFO/Director Departure or Appointment

Audax Private Credit Fund, LLC 8-K: CEO/CFO/Director Departure or Appointment

Dream Office REIT outlines 2026 FFO guidance of $2.35-$2.40 per unit while resetting Toronto occupancy targets to 85%-87% after ILAC bankruptcy

Democrats' midterm gains hang over data centers, Japanese US investment

October CPI Inflation Is Likely To Be 'Hot,' But Focus On The AI Bubble Burst

White House denies Hegseth and Rubio to leave jobs after Republican election losses

Ganga Treaty renewal in doubt as December deadline nears: How Nahid Islam’s NCP and Jamaat are weaponising Matarbari Port to fuel anti-India hate in B

$TPST (Tempest Therapeutics) 8-K: Delisting/Transfer Notice

8-K: Highlands closes oversubscribed tender, buys 138,671,199 shares for about $27,734,239.83

$NEE (NEXTERA ENERGY) — 8-K: NextEra to acquire Dominion Energy in merger with 0.8138 NEE shares per Dominion share

Stock Drawdowns And Tight Supply Extend Oil's Backwardation

8-K: DTE Electric prices $600,461,000 of Series 2026A Senior Secured Securitization Bonds

Perma-Fix outlines Hanford capacity expansion to over 10M gallons per year by Q1 2027 as DFLAW volumes ramp

8-K: DTE Electric prices $600,461,000 of Series 2026A senior secured securitization bonds

$MU (MICRON TECHNOLOGY) — 8-K: Micron director Linnie Haynesworth to retire at January 14, 2027 annual meeting

$WTRG (Essential Utilities) — 8-K: American Water and Essential Utilities File Settlement in NJBPU Merger Proceeding

$AWK (American Water Works Company) — 8-K: American Water and Essential Utilities File Settlement Stipulation in NJBPU Merger Proceeding

Energy Transfer: The Market Is Selling The Oil, Not The Pipes

PDF Solutions reaffirms 20% 2026 growth target while expecting backlog above $271M

1-800-Flowers expects FY2027 revenue to decline 2%-5% with $10M-$15M adjusted EBITDA

From 3D generation to world models, this AI company wants to define problems together with young people

A complete implementation pipeline for intelligent agents based on Ontology + Knowledge + Harness + Data Agent!

Lucky Strike reaffirms $340M-$360M fiscal 2027 EBITDA guidance while targeting ~$100M debt reduction after dividend suspension

Airbnb expects Q4 revenue of $3.22B-$3.28B while raising full-year outlook to high-teens growth and ~36% adjusted EBITDA margin

Thermo Fisher Scientific announces $5B share repurchase authorization

Reformation projects $610M-$612M 2026 net revenue as it targets ~14.2% adjusted EBITDA margin

Lee vows efforts to restore honor of civilians killed in state violence during Korean War

Allient outlines $12M-$15M FY2026 capex plan as record $351.5M backlog is expected to convert in 6-12 months

(News Focus) AI rout prompts KOSPI to tumble below 5,000 after U.S. midterm elections

Horizon Technology Finance signals $0.06 monthly distributions for Jan–Mar 2027 as backlog reaches $351M

Prospect Capital outlines $200M buyback authorization while maintaining $0.035 monthly distributions

Karman outlines $755M-$760M 2026 revenue outlook as backlog reaches $1.7B

HD KSOE secures 630 bln-won order for 4 ammonia carriers

S. Korea to see warm, wet winter due to powerful El Nino

Veterans ministry to invite foreign Korean War veterans, families on U.N. memorial day

Par forecasts 2026 adjusted EBITDA of $57.9M-$59.4M as it targets $138M-$142M Q4 revenue

GEO forecasts Q4 2026 revenue $777M-$827M with adjusted EBITDA $149M-$154M as ICE activations expand