Market Signals

Top diplomats of S. Korea, Indonesia agree to strengthen strategic communication

Incyte: Upgrading To Hold After ESMO Closed The Valuation Gap

Business First Bancshares approves new $30M buyback program

Wika: Using datasets to link embodied intelligence and engineering machinery

First Solar: The Market May Be Underestimating Its Competitive Moat

Japan's industrial production growth hits fastest pace since January; retail sales slow to 2.3% Y/Y

WEX forecasts 2026 revenue of $2.97B-$2.99B and adjusted EPS of $21.28-$21.48 as buybacks continue

Intel sees server CPU TAM rising to more than $200B over 5 years as it guides Q4 revenue to $15B-$16B

Axos outlines low to mid-teen loan growth in fiscal 2027 as it targets flat net interest margin

PTC sees $960M-$990M 2026 product revenue as Sephience expands and ST-920 filing targets Q4 2026

Shell targets $23B-$25B 2026 cash CapEx while launching a $5B buyback and integrating ARC Resources

Alphatec lowers FY 2026 revenue outlook to $862M while targeting 16% adjusted EBITDA margin

First Solar outlines 2027 India output of 2.2-2.6 GW as board authorizes $500M buyback

Dexcom anticipates $5.20B-$5.25B 2026 revenue while authorizing another $1B buyback

DXC projects FY2027 organic revenue decline of 5% to 5.5% as it evaluates strategic actions including insurance options

Axt projects Q4 non-GAAP EPS of $0.57-$0.59 as backlog moves above $500M

Amazon outlines AWS growing north of 40% in 2027 and 2028, as it targets $1T revenue in 5 to 10 years

Novocure outlines 2026 net revenue of $736M-$743M as it updates adjusted EBITDA to $24M-$34M

Pinterest expects Q4 revenue of $1.425B-$1.475B with adjusted EBITDA of $538M-$588M as EU de minimis changes weigh on international

Covista raises FY2027 outlook to $2.06B-$2.095B revenue and $9.00-$9.20 adjusted EPS as CFO Phelan announces retirement

Foreigners again sell Korean stocks in Sept.

Idacorp forecasts 8.9% retail sales load growth CAGR through 2032 while raising 2026 EPS guidance to $6.40-$6.50

$RSG (REPUBLIC SERVICES) 8-K: Results of Operations (Earnings) (+Regulation FD Disclosure, Other Events (Major))

$RIVN (Rivian Automotive, Inc. / DE) — 8-K: Rivian Q3 FY26 revenue jumps 38.3% YoY to $2.155B; net loss narrows to $(913)M

$MSTR (Strategy) — 8-K: Strategy shareholders approve daily dividends on four preferred series

$MHK (MOHAWK INDUSTRIES) — 8-K: Mohawk Industries board approves new $500 million share repurchase program

$CFR (CULLEN/FROST BANKERS) — 8-K: Cullen Frost moves NYSE listings to Texas Stock Exchange on Nov. 12, tickers unchanged

S&P 500 Dispersion Index $36.63 ↓ 4.3% 72th %ile (fear) • KXINX 7.0% — 7,550 to 7,575

Ingram Micro declared a $0.088/share cash dividend, payable Nov 23 to holders of record Nov 9. Small payout, but the same 8-K furnished results for th

Japan's Upbond to offer tax-free shopping refunds in JPYC stablecoin

$CHD (CHURCH & DWIGHT CO INC /DE/) 8-K: CEO/CFO/Director Departure or Appointment

$ENPH (Enphase Energy) — 8-K: Enphase to sell up to $100,000,000 of 45X tax credits for up to $92,000,000

$ACGL (ARCH CAPITAL GROUP) 8-K: CEO/CFO/Director Departure or Appointment

Toyota, Honda, Nissan slash China output as gasoline car market shrinks

BNP Paribas Group: 2026 SREP NOTIFICATION

$USB (US BANCORP \DE\) — 8-K: USB Chief Risk Officer Jodi Richard resigns effective immediately

$ADT (ADT) — 8-K: ADT to be acquired by Thrive Holdings for $10.00 per share in $15.3 billion deal

8-K: Barclays issues $883,116,000 in CMBS certificates backed by 43 mortgage loans

8-K: Adams Street Credit Solutions Fund Sells 34,563 Class I Shares for $694,000 at $20.08 NAV

8-K: VistaOne Transactional NAV Hits $1.80 Billion as of September 30, 2026

8-K: Transactional Net Asset Value $177.3M, GAAP Net Asset Value $174.4M as of September 30, 2026

$MPWR (MONOLITHIC POWER SYSTEMS) — 8-K: MPWR Q3 FY26: Adj EPS $8.19 Beats Street by $1.39 (+20.4%) as Revenue Tops $1.2B for First Time

8-K: KKR FS Income Trust declares monthly dividend of $0.225 per share

8-K: KKR FS Income Trust Select declares monthly dividend of $0.175 per share

8-K: IPC Alternative Real Estate Income Trust Declares $0.1042 Per Share Distribution Across All Classes

U.S. economy grows at brisk 3.4% pace in third quarter on strong consumer spending and AI investment

AI boom, soaring memory prices lift Japan's chip exports 41%

Global Swarm Drone Defense Market Report 2026-2030 | Capitalize on 25% CAGR and AI Counter-UAS Demand with L3Harris, Leidos, Airbus, AeroVironment, an

Blue Owl AUM hit $330B at Sept 30, with nearly $50B raised over the last twelve months and management calling it a record institutional fundraising qu

Ripple expects $900 million annualized product revenue run rate as institutional business expands