Market Signals

$WMS (ADVANCED DRAINAGE SYSTEMS) — 8-K: WMS Q2 FY27: Adj EPS $1.88 beats street by $0.09 (+5.2%) despite softer demand

$TEAM (Atlassian) — 8-K: Atlassian Q1 revenue $1,772 million, up 24% year-over-year, cloud up 31%

$FWONA (Liberty Media) 8-K: Entry into Material Agreement (+Termination of Material Agreement, Unregistered Equity Sales)

$PNC (PNC FINANCIAL SERVICES GROUP) — 8-K: PNC CFO Robert Reilly to become Executive Vice Chairman on March 1, 2027; Overstrom named CFO

8-K: Brixmor Operating Partnership signs $400 million delayed-draw term loan maturing February 15, 2031

$TEAM (Atlassian) — 8-K: Atlassian Q1 revenue $1,772 million, up 24% year-over-year, cloud up 31%

Liberty Media's 8-K bundles a material definitive agreement, termination of another, unregistered equity sales and officer changes. No terms in the fi

Texas Roadhouse is raising its quarterly dividend to $0.75 a share, payable Dec 29 to holders of record Dec 1. The same 8-K carries Q3 results through

$BRX (Brixmor Property Group) — 8-K: Brixmor Operating Partnership signs $400 million delayed-draw term loan maturing February 15, 2031

$BRKR (BRUKER) — 8-K: Bruker Q1 2026 revenue $823.4M; recast segments show BSI CALID at $316.3M

$APVO (Aptevo Therapeutics) — 8-K: Aptevo cuts infusion-related reactions with refined mipletamig priming dose in frontline AML

$FWONA (Liberty Media) 8-K: Entry into Material Agreement (+Termination of Material Agreement, Unregistered Equity Sales)

$GEHC (GE HealthCare Technologies) 8-K: CEO/CFO/Director Departure or Appointment

$DBX (DROPBOX) — 8-K: Dropbox to acquire Tigris Data, unveils DBX Agent Cloud for AI infrastructure

$TSCO (TRACTOR SUPPLY CO /DE/) — 8-K: Tractor Supply declares quarterly cash dividend of $0.24 per share

8-K: Grant Park CTA Episteme Exits, Managed 20% of Net Assets

8-K: Hyundai Auto Receivables Trust 2026-D issues notes per November 3, 2026 prospectus

8-K: Hyundai Auto Receivables Trust 2026-D issues Notes per November 3, 2026 prospectus

$LPX (LOUISIANA-PACIFIC) — 8-K: LP Building Solutions declares quarterly cash dividend of $0.30 per share

8-K: Novelis CFO Devinder Ahuja to resign, stay through mid-January 2027

8-K: StartEngine Terminates Regulation A Offering Without Issuing Any Securities

8-K: Honda Auto Receivables 2026-4 Owner Trust to issue $2,105,270,000 in asset-backed notes

8-K: Honda Auto Receivables 2026-4 Owner Trust to issue $2,105,270,000 in asset-backed notes

8-K: FHLB Des Moines Elects Four Directors; Brunsch Wins Public Interest Seat With 4,419,797 Votes

S&P 500 Dispersion Index $41.74 ↑ 10.9% 100th %ile (extreme_fear) • KXINX 8.5% — 7,300 to 7,325

Invesco QQQ $651.57 ↓ 5.8% 0th %ile • KXNASDAQ100Y 3.0% — 18,999.99 or below

SPDR S&P 500 ETF $735.39 ↓ 4.1% 0th %ile • KXINX 8.5% — 7,300 to 7,325

Nasdaq Futures $26998.25 ↓ 5.5% 0th %ile • KXNASDAQ100Y 3.0% — 18,999.99 or below

S&P 500 Futures $7421.75 ↓ 3.9% 0th %ile • KXINX 8.5% — 7,300 to 7,325

HYUNDAI ABS FUNDING LLC 8-K: Entry into Material Agreement (+Other Events (Major), Financial Statements and Exhibits)

Hyundai Auto Receivables Trust 2026-D 8-K: Entry into Material Agreement (+Other Events (Major), Financial Statements and Exhibits)

News Wrap: Officials in Iran welcome midterm results as vote against war

Indonesia's GDP grows 5.5% in Q3, helped by government spending

Dropbox is buying Tigris Data for about $350M in cash to bolt on object storage built for AI workloads, and launching DBX Agent Cloud alongside it. Sm

8-K: PennantPark Private Income Fund declares $0.175 per share monthly distribution

8-K: KKR Enhanced US Direct Lending Fund-L declares $9.28 per share dividend

$ATO (ATMOS ENERGY) — 8-K: Atmos Energy Chairman Kim Cocklin to Retire; CEO J. Kevin Akers to Assume Chairman Role in 2027

$ALAB (Astera Labs) 8-K: CEO/CFO/Director Departure or Appointment

$WEC (WEC ENERGY GROUP) — 8-K: WEC Energy signs $4 billion equity distribution agreement with 15 sales agents

Toyota ready to 'regain market share' in China on expanded local sourcing

EPAM's board ups the buyback to $1.8B, replacing its prior $1B authorization, announced alongside Q3 2026 results. That is a bigger capital return com

Middleby is handing the CEO seat to 16-year insider Steve Spittle on April 1, 2027, with Tim FitzGerald staying through the transition. The move follo

$VTRS (Viatris) — 8-K: VTRS Q3 FY26: Adj EPS $0.71 Beats Street by $0.07 (+10.9%); Raises FY26 Guidance Midpoints

Circle reports $865 million in Q3 revenue and reserve income, discloses 5% workforce reduction

Box unveils new AI agent platform, NVIDIA partnership, and industry-specific solutions

Seoul vows close consultation with Washington after midterms for key bilateral issues

$ALNY (ALNYLAM PHARMACEUTICALS) — 8-K: Alnylam authorizes $1.0 billion share repurchase; CCO Tolga Tanguler to depart in December 2026

$MIDD (MIDDLEBY) — 8-K: Middleby Names Steve Spittle CEO Effective April 1, 2027; FitzGerald to Remain Through Transition

JetBlue has rallied recently. Why Deutsche Bank sees more gains ahead

Evergy beat Q3 by 11.2%, $2.58 versus $2.32 consensus, and lifted FY26 adjusted EPS guidance to $4.35 to $4.50 from $4.14 to $4.34. Warmer weather and