News

Earnings recap: Celestica's $40 billion night, Whirlpool's worst day

Monday's nine notable reporters split into two extremes — and Tuesday's slate is twice as heavy

Delta's holiday quarter has to outfly $4.25 fuel

Demand is fine. The fuel bill isn't. What the December quarter has to prove after a 24% cut to the year.

Rubrik is outrunning its own price targets

Wedbush just moved the goalposts to $150. The stock sits above the Street's average target, up roughly 210% from its January low — and the valuation debate is the whole story now.

SoFi reports Tuesday with a 10% move priced in

Forty-percent revenue growth, a stock down sharply anyway, and a management team that keeps refusing to raise the profit guide. Tomorrow is the show-me quarter.

A $17 billion grocery bet just cost DoorDash 6%

Bloomberg and the WSJ say DoorDash is close to buying Instacart. The market's first reaction: dilution, antitrust, and integration risk — all before a term sheet.

XP lost nearly half its value in a day. Brazil's runoff is why.

Lula's win over Flávio Bolsonaro unwound three weeks of election-trade gains in one session — a four-year high to a 52-week low in eleven trading days.

Instacart is up 18% in two sessions on a deal nobody has confirmed

The WSJ says DoorDash is in advanced talks to buy the company, possibly this week. Uber has reportedly walked. Everything is anonymous sourcing.

PayPal reports Tuesday at ten times earnings

A 4% pre-earnings slide, a dead $60.50 takeover approach, and a stock trading at a steep discount to its own history. The Q3 print is the next test.

Nokia fell 15% on a beat. Monday, the dip buyers showed up.

The Q3 numbers were fine — the AI-infrastructure unwind wasn't. A 5.7% bounce, analyst defenses, and a Q4 guide that asks for 20–24% sequential growth.

Celestica just guided 2027 revenue to $40 billion

An 83% growth quarter, a raised 2026 outlook, and a first look at 2027 that calls for revenue to nearly double. The stock jumped 12%.

Rocket Lab heads into earnings with a $2.4B backlog and a late rocket

Friday's Electron launch was the 19th success of the year. Neutron slipped to 2027. November 9 decides which one the market cares about.

Whirlpool just guided to a full-year loss

A $1.22 earnings miss, a second guidance cut of the year, and a new 52-week low — five months after the dividend went away.

Netflix booked three NFL games and a heavyweight fight. Now comes the bill.

The Q4 margin guide of 26% isn't a stumble — it's the content calendar. The ad target cut is the part worth arguing about.

Caterpillar's biggest segment is now power, not construction

The company that sells yellow diggers makes more selling generators and turbines. Third-quarter results land Thursday.

Seagate is guiding to a 45% operating margin. It used to be a commodity business.

Hard drives were the least glamorous corner of technology. Then AI needed somewhere to put everything.

Coca-Cola has raised guidance twice. Tuesday asks for a third.

The last quarter was carried by volume rather than price, which is a reversal of the pattern that got the company through the inflation years.

UPS reports its first clean quarter since the Amazon glide-down ended

Volume is down, revenue per parcel is up 9.3%, and the dividend costs more than the cash coming in so far this year.

Boeing reports Tuesday, and cash is the number that matters

A record $715 billion backlog and the first positive cash quarter in a year. The question is whether it holds.

SpaceX’s biggest share unlock of its public life starts now

With third-quarter results out, the largest early-release tranche yet can come to market. The full unlock follows in December.

Exxon and Chevron report Friday with crude above $100

The quarter they’ll describe is already stale. The capital-discipline question isn’t.

Thursday brings the first read on third-quarter growth

Economists expect about 3% annualized. September PCE lands the same morning, one day after the Fed decides.

Microsoft, Alphabet and Amazon report this week. The question has changed.

After Thursday’s selloff, the market cares less about how much Big Tech spends than how it gets paid for.

The Fed decides Wednesday with oil back above $100

Markets put the odds of a hold around 90%. December is the real argument.

Super Micro says quarterly revenue will be about $19 billion, far above its forecast

The server maker raised its preliminary numbers ahead of full results on November 3.

Lam Research revenue jumps 55% as chipmakers keep spending

The equipment maker guided to another record quarter, with December revenue of about $8.6 billion.