Market Signals

$ARE. ALEXANDRIA REAL ESTATE EQUITIE

ServiceNow’s stock slides as earnings miss overshadows a raised AI outlook

$LMT. LOCKHEED MARTIN CORP

'I live with a ghost': Japan's haunted homes attract bargain hunters

$AIT. APPLIED INDUSTRIAL TECHNOLOGIE

$ESS. ESSEX PROPERTY TRUST REIT

Brussels approved €319M in Austrian state aid for Infineon's €1.1B Villach upgrade, what Infineon calls the world's first high-volume gallium nitride

$MCO. MOODYS CORP

$LFUS

$APH. AMPHENOL CORP CLASS A

Mizuho's US track record pays off with role in Anthropic IPO

South Korea accepted international arbitration in Elliott's favor in the Samsung merger case. A legal win for activists pressing Korean conglomerates

$STX. Information Technology

$EQIX. EQUINIX REIT

📊 Real Yield Trend: 2.64% (13-week change: -0bp, falling)

📊 10-Year Breakeven Inflation: 2.38 % (+0.03pp)

📊 10-Year TIPS Real Yield: 2.64 % (-0.02pp)

📊 ICE BofA BBB Corporate OAS: 1.09 bp (-0bp)

📊 ICE BofA US High Yield OAS: 3.18 bp (-0bp)

📊 10Y-3M Treasury Spread: 91.9 bp (+5bp)

📊 10Y-2Y Treasury Spread: 33.6 bp (+7bp)

📊 10-Year Treasury Yield: 5.021 % (+0.02pp)

🧵 S&P 500 Q3 2026 Earnings — Deep Dive

$CSGP. COSTAR GROUP

Transition Industries Signs Definitive EPC Agreement with Siemens Energy and Techint E&C for Pacifico Mexinol’s 210 MW Electrolyzer Facility

Federated Hermes Q3 2026 Earnings Preview

$HUBB. HUBBELL INC

Banco Santander, S.A. (SAN) Q3 2026 Earnings Call Transcript

Bullish on Anthropic but don’t want to wait until the IPO? Here’s how you can invest today.

EXL forecasts 2026 revenue of $2.43B-$2.44B and adjusted EPS of $2.34-$2.36 as agentic AI goes mainstream

Analysts dive into the Knicks and Rangers after the spinoff transaction

Banco Santander (Brasil) S.A. (BSBR) Q3 2026 Earnings Call Transcript

Baker Hughes Company (BKR) Q3 2026 Earnings Call Transcript

Kyverna Therapeutics: Fascinating CAR-T Science, Tricky Commercial Outlook

Baker Hughes targets IET orders above $50B over Horizon 2 as Chart margin goal stays at 22%-23% by 2H 2028

Tropical Storm Champi nears China after battering Taiwan, Japan - AFP.com

Unilever Q3 turnover increases; plans price hikes to offset fuel costs

Ceasefire extended across Ukraine's Kherson region, officials say

SAP replaces pricey AI models with more affordable alternatives: report

Starbucks Q3 earnings preview: Same-store sales growth and margins in focus

Visa Q4 earnings beat, revenue in line as payments volume growth ticks slightly lower (updated).

Swedish government blocks ChatGPT and Claude. Here’s why

Genmab says head and neck cancer drug cuts death risk by 50% with Merck’s Keytruda

VERALLIS lists on Euronext

Tips to spot gold purity

3 Chinese EV Stocks Investors May Be Watching As Volkswagen Cuts Back

Claude bypassed paywall to access US election data without being asked, days before midterms

US Market: Rising Treasury yields put US banks under pressure over bond losses

$RGEN

Japanese company to compensate users hit by cyberattack