Eikon search string for individual stock moves: (STXBZ)
The Day Ahead newsletter: here
The Morning News Call newsletter: here Wall Street indexes advanced in broad gains on Monday, as investors braced for a packed week of big tech earnings and a closely watched Federal Reserve policy decision. (.N) At 10:30 EST, the Dow Jones Industrial Average (.DJI) was up 0.38% at 49,283.33. The S&amp;P 500 (.SPX) was up 0.48% at 6,948.95, and the Nasdaq Composite (.IXIC) was up 0.48% at 23,613.49.
The top three S&amp;P 500 (.PG.INX) percentage gainers: Arista Networks Inc (ANET.N) , up 5.4% Seagate Technology Holdings PLC (STX.OQ) , up 4.5% Freeport-McMoRan Inc (FCX.N) , up 4.2%
The top three S&amp;P 500 (.PL.INX) percentage losers: Intel Corp (INTC.OQ) , down 5.9% Generac Holdings Inc (GNRC.N) , down 4.8% Paycom Software Inc (PAYC.N) , down 4.6%
The top three NYSE (.PG.N) percentage gainers: HUYA Inc (HUYA.N) , up 16.2% Allurion Technologies Inc (ALUR.N) , up 13.4% Solo Brands Inc (SBDS.N) , up 12.5%
The top three NYSE (.PL.N) percentage losers: Elme Communities (ELME.N) , down 21.3% PSQ Holdings Inc (PSQH.N) , down 11.1% Redwire Corp (RDW.N) , down 9.8%
The top three Nasdaq (.PG.O) percentage gainers: Brand Engagement Network Inc (BNAI.OQ) , up 106.3% Namib Minerals (NAMM.OQ) , up 67.4% Smart Logistics Global Ltd (SLGB.OQ) , up 60.7%
The top three Nasdaq (.PL.O) percentage losers: CN Energy Group Inc (CNEY.OQ) , down 47.4% Nvni Group Ltd (NVNI.OQ) , down 39.2% iOThree Ltd (IOTR.OQ) , down 36.4%
Newmont Corp (NEM.N) :
Gold Fields Ltd (GFI.N) :
AngloGold Ashanti PLC (AU.N) :
Harmony Gold Mining Co Ltd (HMY.N) :
BUZZ - Gold miners climb as bullion surges past $5,100/oz mark USA Rare Earth Inc (USAR.O) : BUZZ - Soars on Reuters report Trump admin to take 10% stake
IONQ Inc (IONQ.N) : BUZZ - Falls on report quantum computing firm signs deal to buy SkyWater Technology
Hecla Mining Co (HL.N) :
Coeur Mining Inc (CDE.N) :
Endeavour Silver Corp (EXK.N) :
Silvercorp Metals Inc (SVM.N) :
BUZZ - Silver miners climb as white metal gains on weaker dollar Revolution Medicines Inc (RVMD.O) : BUZZ - Plunges after report Merck no longer in buyout talks Sarepta Therapeutics Inc (SRPT.O) : BUZZ - Rises as 3-year data shows gene therapy slows decline in muscle-wasting disease
United Airlines Holdings Inc (UAL.O) :
Delta Air Lines Inc (DAL.N) :
American Airlines Group Inc (AAL.O) :
Southwest Airlines Co (LUV.N) :
BUZZ - US airline stocks slide as winter storm forces mass flight cancellations Grab Holdings Ltd (GRAB.O) : BUZZ - Bernstein cuts Grab’s PT on near-term profitability concerns Baker Hughes Co (BKR.O) : BUZZ - Gains on Q4 profit rise Allied Gold Corp (AAUC.N) : BUZZ - Gains on acquisition by China’s Zijin Gold MannKind Corp (MNKD.O) : BUZZ - Rises as FDA updates label for inhaled insulin Afrezza
Exxon Mobil Corp (XOM.N) :
Chevron Corp (CVX.N) :
Occidental Petroleum Corp (OXY.N) :
ConocoPhillips (COP.N) :
BUZZ - Energy companies gain as harsh winter disrupts US output Steel Dynamics Inc (STLD.O) : BUZZ - Rises after Q4 profit beat Enphase Energy Inc (ENPH.O) : BUZZ - Slips after announcing job cuts, restructuring plans Eaton Corp (ETN.N) : BUZZ - To spin off vehicle, eMobility units; shares up Bloom Energy Corp (BE.N) : BUZZ - Jefferies raises PT on Bloom Energy on stronger 2026 estimates CoreWeave Inc (CRWV.O) : BUZZ - Jumps on $2 billion Nvidia investment, deal expansion
CNX Resources Corp (CNX.N) :
Expand Energy Corp (EXE.O) :
United States Natural Gas Fund LP (UNG.N) :
ProShares Ultra Bloomberg Natural Gas ETF (BOIL.N) :
BUZZ - US natgas companies rise as freezing wells cut output to two-year low
Index RIC Index name Percent change %
(.SPX) S&amp;P 500 0.48
(.SPLRCT) S&amp;P 500 Information 0.76
Technology
(.SPLRCU) S&amp;P 500 Utilities 0.95
(.SPLRCD) S&amp;P 500 Consumer -0.46
Discretionary
(.SPLRCM) S&amp;P 500 Materials 0.97
(.SPLRCI) S&amp;P 500 Industrials -0.04
(.SPLRCL) S&amp;P 500 1.23
Communication
Services (Sector)
(.SPSY) S&amp;P 500 Financials 0.46
(.SPLRCR) S&amp;P 500 Real Estate 0.1
(.SPXHC) S&amp;P 500 Health Care 0.27
(.SPLRCS) S&amp;P 500 Consumer 0.39
Staples
(.SPNY) S&amp;P 500 Energy -0.03

On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter. However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion. More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth, with third-quarter revenue declining 10% year-on-year to $3.8 billion. Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?

On October 26th, after the U.S. stock market closed, chip giant Intel released its Q3 2023 financial report. The report showed that Intel's total revenue in the third quarter fell 8% year-on-year to $14.16 billion, marking the seventh consecutive quarter of declining sales, although it was still higher than the market expectation of $13.53 billion. In the second quarter, revenue had previously dropped 15% year-on-year, and the company expects revenue to return to growth in the fourth quarter. However, the sales of the Network and Edge Group (NEX), which includes IoT and other segments, fell 32% year-on-year to $1.5 billion. More importantly, the server chip division, named "Data Center and Artificial Intelligence," has yet to recover growth, with third-quarter revenue declining 10% year-on-year to $3.8 billion. Facing multiple competitive pressures, do you think Intel can turn the tide in the AI era?

In the AI era, can Intel win a comeback?

ANET

U.S. stocks advanced on Monday, with the Dow Jones up 0.38%, S&P 500 up 0.48%, and Nasdaq up 0.48%. Top gainers included Arista Networks (+5.4%) and Seagate Technology (+4.5%), while Intel Corp (-5.9%) and Generac Holdings (-4.8%) were among the biggest losers. Natural gas companies saw gains due to freezing wells reducing output. Airline stocks fell due to winter storm cancellations. Energy companies rose as harsh weather disrupted U.S. output. Overall, a mixed day for various sectors ahead of significant tech earnings and a Federal Reserve policy decision.

BUZZ-U.S. STOCKS ON THE MOVE-US natgas companies