Advertising and Marketing
Lamar raises 2026 AFFO outlook to $8.97
Lamar Advertising (NASDAQ:LAMR) reported third-quarter 2026 revenue of $624.5 million, up 6.6% year over year, while net income increased 14.5% to $165 million.
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Insurance
Lemonade posts $336 million Q3 revenue, narrows loss
Lemonade (NYSE:LMND) reported third-quarter 2026 revenue of $336.1 million, up from $194.5 million a year earlier, while its GAAP net loss reached $43.7 million, or $0.56 per share.
Health
BD reveals $5.27 billion Q4 revenue, raises 2027 outlook
Becton, Dickinson and Company (NYSE:BDX) reported fiscal fourth-quarter 2026 revenue of $5.274 billion, up 5.4% year over year, while adjusted diluted earnings per share increased 27.3% to $4.15.
Auto and cars
Cummins earnings surge to $1.14 billion as sales climb 13%
Cummins (NYSE:CMI) reported third-quarter 2026 net income of $1.14 billion, or $8.25 per diluted share, as revenue increased 13% year over year to $9.44 billion.
Entertainment
Six Flags reveals $1.17 billion Q3 revenue amid $366 million loss
Six Flags Entertainment (NYSE:FUN) reported third-quarter 2026 net revenue of approximately $1.17 billion for the period ended September 27, down 11% year over year on a reported basis but up 1.4% on a same-park basis.
Technology
EPAM Systems reports $1.43B Q3 revenue, expands buyback to $1.8B
EPAM Systems (NYSE:EPAM) reported third-quarter 2026 revenue of $1.426 billion, up 2.3% year over year, while GAAP diluted earnings per share increased 32.5% to $2.53.
Financial
US Jobless Claims Fall Below Estimates to 189,000
Applications for US unemployment benefits fell by 6,000 to 189,000 last week. Continuing claims rose 23,000 in the week ending Oct. 31. Enda Curran reports on Bloomberg Television.
Retail
Molson Coors Q3 sales fall 1.6% to $2.93 billion
Molson Coors Beverage (NYSE:TAP) reported third-quarter 2026 net sales of $2.93 billion, down 1.6% year over year, while underlying diluted EPS fell 12.6% to $1.46.
Financial
ACI Worldwide reports $427 million in Q3 revenue, above forecast
ACI Worldwide (NASDAQ:ACIW) reported third-quarter 2026 revenue of $427 million, down approximately 12% year over year but above the $421.76 million analyst estimate.
Financial
BofA's Cabana Says It's Premature to Call End to Fed's Hiking Cycle
Mark Cabana, co-head of global rates strategy at BofA Securities, explains what he sees markets getting wrong on pricing in interest-rate hikes from the Federal Reserve as he expects the Fed to potentially need to go beyond three hikes. He speaks on "Bloomberg Surveillance."
Insights
Insights
The equities fueling the next infrastructure supercycle
Who is really winning the massive AI infrastructure boom? Check out how Microsoft, Alphabet, Amazon, NVIDIA, and Meta are splitting the tech pie.
Insights
The orbital AI race reshaping global computing networks
- SpaceX announced plans to launch Nvidia-powered AI satellite systems in Q4 2027, advancing its previous target for initial orbital data center deployments.
- The project combines SpaceX launch infrastructure with Nvidia Vera Rubin computing systems designed for AI workloads in orbit.
- The broader AI infrastructure market is expanding as semiconductor firms, cloud providers, and data center operators invest in higher computing capacity.
Insights
The athletic retail reset reshaping footwear giants
- DICK’S Sporting Goods (NYSE:DKS) reported Q2 2026 sales of $5.59 billion, up 53.2% year over year, after incorporating the Foot Locker acquisition into results.
- The company’s operating margin declined to 7.9% from 12.4%, while GAAP EPS fell to $3.50 as Foot Locker reported weaker performance and pressured profitability.
- The broader athletic retail sector faces pressure from changing footwear demand, inventory levels, and companies’ strategies to adjust product mixes and margins.
Insights
Home improvement demand tests the retail recovery race
- The Home Depot (NYSE:HD) reported fiscal Q2 2026 sales of $47.9 billion, up 5.7%, as comparable sales increased 1.7%.
- Lowe’s, Tractor Supply, Floor & Decor and Williams-Sonoma are facing similar consumer spending pressures across home projects, repairs and discretionary purchases.
- The sector outlook depends on housing activity, interest rates, consumer confidence and whether delayed renovation demand returns.
Economy
Economy
US imposes 12.5% tariff on Australia
The US administration has imposed a 12.5% import tariff on Australian products following a Section 301 trade investigation.
Economy
JD Vance joins high‑stakes US–Iran peace push as Hormuz tensions threaten 20% of world oil
JD Vance has flown into Switzerland to join Donald Trump’s envoys in 60‑day roadmap talks with Iran, after Pakistan and Qatar said negotiations were making “positive progress” on nukes and sanctions.
Economy
US–Iran peace deal hits oil and lifts stocks
A US–Iran peace agreement to halt nearly four months of fighting, including in Lebanon, sent oil lower and global stocks higher as markets priced in a planned Friday signing.
Economy
Markets brace for Tuesday deadline as Trump threatens Iranian power grid
Global financial markets entered a state of high-alert Monday morning as President Donald Trump issued a final, televised ultimatum to Tehran, threatening the total destruction of Iran’s industrial infrastructure if the Strait of Hormuz is not reopened by Tuesday evening.
