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The Morning News Call newsletter: here The S&amp;P 500 briefly topped 7,000 points for the first time on Wednesday only to pull back, with volatility picking up as traders awaited the Federal Reserve’s rate decision and a wave of Big Tech earnings. (.N) At 13:30 EST, the Dow Jones Industrial Average (.DJI) was up 0.05% at 49,026.75.The S&amp;P 500 (.SPX) was down 0.04% at 6,975.62, and the Nasdaq Composite (.IXIC) was up 0.16% at 23,855.44.
The top three S&amp;P 500 (.PG.INX) percentage gainers: Seagate Technology Holdings PLC (STX.OQ) , up 20.3% Western Digital Corp (WDC.OQ) , up 11.2% Intel Corp (INTC.OQ) , up 10.7%
The top three S&amp;P 500 (.PL.INX) percentage losers: Carvana Co (CVNA.N) , down 19.6% Amphenol Corp (APH.N) , down 10.8% Textron Inc (TXT.N) , down 8.4%
The top three NYSE (.PG.N) percentage gainers: Stride Inc (LRN.N) , up 18.9% American Strategic Investment Co (NYC.N) , up 13.2% CNFinance Holdings Ltd (CNF.N) , up 12.0%
The top three NYSE (.PL.N) percentage losers: Carvana Co (CVNA.N) , down 19.6% Badger Meter Inc (BMI.N) , down 14.7% Nine Energy Service Inc (NINE.N) , down 13.1%
The top three Nasdaq (.PG.O) percentage gainers: Tian Ruixiang Holdings Ltd (TIRX.OQ) , up 168.5% ENvue Medical Inc (FEED.OQ) , up 141.0% Smart Logistics Global Ltd (SLGB.OQ) , up 64.2%
The top three Nasdaq (.PL.O) percentage losers: Masonglory Ltd (MSGY.OQ) , down 83.1% CalciMedica Inc (CALC.OQ) , down 76.7% XCF Global Inc (SAFX.OQ) , down 33.0% ASML Holding NV (ASML.O) : BUZZ - Wall Street semis jump as ASML orders ignite fresh optimism on AI supercycle Texas Instruments Inc (TXN.O) : BUZZ - Texas Instruments rises as chip demand boosts Q1 forecasts
Newmont Corp (NEM.N) :
Gold Fields Ltd (GFI.N) :
AngloGold Ashanti PLC (AU.N) :
Harmony Gold Mining Co Ltd (HMY.N) :
BUZZ - Gold miners rise as bullion prices extend rally above $5,300/oz Seagate Technology Holdings PLC (STX.O) : BUZZ - Hits record high on strong Q3 forecast C3 AI Inc (AI.N) : BUZZ - Gains after report says merger discussions underway with Automation Anywhere Wix.com Ltd (WIX.O) : BUZZ - Climbs after unveiling $2 billion share repurchase program Nextpower Inc (NXT.O) : BUZZ - Rises on Q3 beat, revenue forecast hike
Hecla Mining Co (HL.N) :
Coeur Mining Inc (CDE.N) :
Endeavour Silver Corp (EXK.N) :
Silvercorp Metals Inc (SVM.N) :
BUZZ - Silver miners rise as dollar slips GE Vernova Inc (GEV.N) : BUZZ - Gains on stronger full-year revenue outlook Elevance Health Inc (ELV.N) : BUZZ - Falls as 2026 profit forecast drops below expectations
Abbvie Inc (ABBV.N) :
Gilead Sciences Inc (GILD.O) :
Merck &amp; Co Inc (MRK.N) :
Bristol Myers Squibb Co (BMY.N) :
BUZZ - U.S. drugmakers slip as 2028 Medicare price list adds 15 medicines VF Corp (VFC.N) : BUZZ - Up after better-than-expected quarterly revenue
AT&amp;T Inc (T.N) : BUZZ - Gains as annual profit forecast exceeds expectations
F5 Inc (FFIV.O) : BUZZ - Climbs after raising full-year profit, revenue forecasts
Otis Worldwide Corp (OTIS.N) : BUZZ - Falls on missing Q4 sales estimates Archer-Daniels-Midland Co (ADM.N) : BUZZ - Gains after $40 million settlement with SEC over inflated segment performance Danaher Corp (DHR.N) : BUZZ - 2026 profit forecast in line with estimates; shares fall
PPG Industries Inc (PPG.N) : BUZZ - Falls after Q4 profit miss StandardAero Inc (SARO.N) : BUZZ - Drops after $1.6 bln secondary offering by Carlyle, GIC
Brinker International Inc (EAT.N) : BUZZ - Climbs after FY26 revenue, profit forecast raise
Textron Inc (TXT.N) : BUZZ - Falls after forecasting FY 26 profit below Street expectations Regenxbio Inc (RGNX.O) : BUZZ - Tumbles as FDA halts rare-disease gene therapy trials after tumor case Stellar Bancorp Inc (STEL.N) : BUZZ - Gains after Prosperity buyout deal, Q4 results
Kyivstar Group Ltd (KYIV.O) : BUZZ - Slips as top shareholders look to slice stakes
Dutch Bros Inc (BROS.N) : BUZZ - Rises ahead of S&amp;P MidCap addition Extreme Networks Inc (EXTR.O) : BUZZ - Jumps after beating second-quarter estimates, lifting annual outlook Starbucks Corp (SBUX.O) : BUZZ - Surges on upbeat annual global sales forecast
CalciMedica Inc (CALC.O) : BUZZ - Tumbles as safety concerns halt trial of kidney injury drug Glaukos Corp (GKOS.N) : BUZZ - Rises as FDA allows repeat use of glaucoma implant
Qorvo Inc (QRVO.O) : BUZZ - Shares hit near 8-month low on weak Q4 forecast; brokerages cut PT Immix Biopharma Inc (IMMX.O) : BUZZ - Climbs on FDA’s ‘breakthrough’ tag for blood disorder therapy Amneal Pharmaceuticals Inc (AMRX.O) : BUZZ - Gains as co poised to join S&amp;P SmallCap index
Ardelyx Inc (ARDX.O) : BUZZ - Rises as it begins late-stage test of constipation drug
Lennox International Inc (LII.N) : BUZZ - Falls after Q4 profit miss Snap Inc (SNAP.N) : BUZZ - Rises as it unveils smart glasses unit Public Policy Holding Company Inc (PPHC.O) : BUZZ - Set for Nasdaq debut after $51 million IPO Venu Holding Corp (VENU.N) : BUZZ - Plunges after announcing stock sale, preliminary results
Microsoft Corp (MSFT.O) : BUZZ - Dips as investors focus on AI spending Carvana Co (CVNA.N) : BUZZ - Slumps after Gotham City Research discloses short position Meta Platforms Inc (META.O) : BUZZ - Earnings expected to be buoyed by strong advertising growth LegalZoom.com Inc (LZ.O) : BUZZ - Lifts ahead of S&amp;P SmallCap inclusion International Business Machines Corp (IBM.N) : BUZZ - Q4 revenue, EPS seen rising Tesla Inc (TSLA.O) : BUZZ - Shares edge up; Q4 EPS, rev expected to fall Applied Materials Inc (AMAT.O) : BUZZ - Rises; Mizuho upgrades to ‘outperform’ on capex boost
Rio Tinto PLC (RIO.N) :
BHP Group Ltd (BHP.N) :
Southern Copper Corp (SCCO.N) :
Freeport-McMoRan Inc (FCX.N) :
BUZZ - Copper miners rise, tracking price of red metal Sherwin-Williams Co (SHW.N) : BUZZ - EPS, revenue expected to tick higher Honeywell International Inc (HON.O) : BUZZ - Q4 EPS seen up 2.8% vs Q4 2024 despite expected revenue dip Caterpillar Inc (CAT.N) : BUZZ - Revenue seen climbing in Q4 Badger Meter Inc (BMI.N) : BUZZ - Slides on Q4 profit miss
Index RIC Index name Percent
change %
(.SPX) S&amp;P 500 -0.04
(.SPLRCT) S&amp;P 500 Information Technology 0.48
(.SPLRCU) S&amp;P 500 Utilities -0.05
(.SPLRCD) S&amp;P 500 Consumer Discretionary -0.43
(.SPLRCM) S&amp;P 500 Materials -0.02
(.SPLRCI) S&amp;P 500 Industrials -0.31
(.SPLRCL) S&amp;P 500 Communication Services 0.01
(Sector)
(.SPSY) S&amp;P 500 Financials -0.09
(.SPLRCR) S&amp;P 500 Real Estate -0.35
(.SPXHC) S&amp;P 500 Health Care -0.98
(.SPLRCS) S&amp;P 500 Consumer Staples -0.71
(.SPNY) S&amp;P 500 Energy 0.42

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?

U.S. stocks experienced fluctuations with the S&P 500 briefly surpassing 7,000 points before retreating. The Dow Jones was up 0.05%, while the S&P 500 fell 0.04%. Notable gainers included Seagate Technology (+20.3%) and Western Digital (+11.2%), while Carvana Co saw a significant drop of 19.6%. Other highlights included strong performances from Texas Instruments and gold miners, alongside mixed results from various companies like Elevance Health and Otis Worldwide. Overall, market volatility increased as traders awaited the Federal Reserve's rate decision and major tech earnings.

- The S&P 500 index briefly surpassed 7,000 points before declining, amidst increased volatility as traders awaited the Federal Reserve’s decision on interest rates and major tech earnings.  
- Significant stock movements were noted with Seagate Technology rising 20.3% and Carvana Co falling 19.6%.  
- Overall, market sectors displayed mixed performance, with technology gaining slightly while healthcare faced declines.

BUZZ-U.S. STOCKS ON THE MOVE-Applied Materials, Sherwin-Williams, Caterpillar