Market Signals

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

— Q3 FY26

— Q3 FY26

$FIX (COMFORT SYSTEMS USA) — 8-K: Comfort Systems board tops off buyback to 1,000,000 shares, adding 994,606 shares

$MSFT (MICROSOFT) 8-K: CEO/CFO/Director Departure or Appointment

Italian retail sales rose 1.6% in value year-on-year but fell 0.1% in volume, Istat said. Shoppers are paying more to get less, so this is a price eff

$UPS (UNITED PARCEL SERVICE) — 8-K: UPS Appoints Reckitt CFO Shannon Eisenhardt to Board and Audit Committee

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

Comfort Systems amends stock repurchase program

$WULF (TERAWULF) — 8-K: TeraWulf secures Google credit backstop for $19 billion Anthropic lease financing

8-K: AEP Transmission prices $550 million of 6.20% senior notes due 2056

$AFG (AMERICAN FINANCIAL GROUP) — 8-K: AFG Q3 FY26: Adj EPS $3.97 Beats Street by $0.15 (+4.0%) on Record P&C Operating Income

$JLL (JONES LANG LASALLE) — 8-K: JLL elects Nabeel Al-Amudi and Toni Townes-Whitley to Board, expanding to 13 members

8-K: Aircastle to cease voluntary SEC reporting after May 13, 2026 bond repayment

$CRH (CRH PUBLIC LTD) — 8-K: CRH launches tender and exchange offers for Arcosa notes after October 23 acquisition

8-K: Macquarie fund program sells $131.0 million in interests on October 1, 2026

8-K: HarbourVest Private Equity Secondaries Fund Sells $1.9 Million in Unregistered Units

8-K: Select Notes Trust LT 2004-1 Makes Distribution to Certificate Holders

Matson expects Q4 2026 operating income about 50% higher amid elevated China freight rates into early 2027

Daikin Industries GAAP EPS of ¥611.84, revenue of ¥2910.77B; updates FY2027 outlook

North Korea slams FBI claims it was behind €5bn Binance hack and test fires missiles

TaskUs forecasts full-year 2026 revenue of $1.249B-$1.251B while targeting 19% adjusted EBITDA margin

Inseego expects Q4 2026 revenue of $56M-$65M as FastMile adds scale and next-gen FWA launch shifts to Q1 2027

"Ten Weeks Left": Texas Republican Urges Gov. Abbott To Curb Emergency Powers Before Democratic Takeover

Everyone can buy the models; what creates the gap is the AI productivity system.

Behind the IM LS8 pure electric version: 8 years of chassis R&D, battery jointly developed by two major manufacturers

(LEAD) S. Korea to expand anti-piracy mission closer to Hormuz, send more naval assets

S. Korea rejects Russia's criticism of joint military exercises with U.S.

Expedia raises FY2026 outlook, projects $131.4B-$131.9B gross bookings and 180-200 bps EBITDA margin expansion

Agilon raises 2026 outlook to $5.88B revenue and $150M adjusted EBITDA while expecting 40%-50% ACO membership growth in 2027

Paycom forecasts 2026 revenue of $2.213B-$2.218B with 48.5% adjusted EBITDA margin midpoint

S. Korea to expand anti-piracy mission closer to Hormuz, send more naval assets

Solstice outlines $4.195B-$4.22B 2026 sales outlook and plans to finish remaining $400M buyback by Q1 2027

Bruker expects FY 2026 non-GAAP EPS of $2.10-$2.15 while targeting 250-300 bps operating margin expansion

Lions manager breathes sigh of relief after exhausting win in Korean Series

$ATO (ATMOS ENERGY) — 8-K: Atmos Energy Chairman Kim Cocklin to retire at 2027 annual meeting; CEO J. Kevin Akers to become Chairman

$TECH (BIO-TECHNE) — 8-K: Bio-Techne declares $0.08 quarterly dividend, contingent on Merck KGaA deal not closing by November 13

$KVYO (Klaviyo) — 8-K: Klaviyo board authorizes $300 million share repurchase program

$CGNX (COGNEX) — 8-K: CGNX Q3 FY26: Adj EPS $0.53 Beats Street by $0.01 (+2.0%) on Record $313M Revenue

The price of building Japanese stealth frigates in Australia

8-K: Senior Credit Investments declares $16.7543 per unit distribution payable November 18

8-K: Jefferies Credit Partners BDC declares $0.1162 Class I and $0.1057 net Class S distributions

$HPQ (HP) — 8-K: HP Appoints Ex-GSK CEO Emma Walmsley as CEO Effective January 4, 2027

SK Group chairman to chair board of SK hynix's U.S. AI arm

Cirrus Logic added $500M to its buyback, a big step up from the $114.1M left on the March 2025 authorization. The board is leaning into capital return

8-K: Blue Owl Real Estate Net Lease Trust Sells 15,744,422 Shares for $169.8 Million