The $SPX is near record highs, yet it's barely moved since June despite a 15% jump in forward earnings estimates. Valuations are contracting as investors question whether growth can last. Is this a healthy reset or a warning sign? Read the latest Big Picture column: briefing.com/todays-free-fea… #Earnings #AI #OilPrices #FederalReserve #TreasuryYields #stockmarket #TheBigPicture

$KO: Coca-Cola beat Q3 expectations and raised FY26 guidance as global volumes rose 5%, but shares are little changed. Strong international demand is offsetting softer North American trends. Can Coca-Cola sustain its momentum as consumers remain price-sensitive? briefing.com/story-stocks/ar… #cocacola #KO #beverages #earnings #consumer #spending

$PYPL: PayPal beat earnings expectations and raised FY26 guidance. But revenue missed estimates, and branded checkout growth slowed to just 1%. Cost discipline is improving profitability, but can PayPal reignite its core business? See the latest analysis: briefing.com/story-stocks/ar… #paypal #earnings #digital #Payments #venmo #credit #financial

$BA: Boeing's recovery remains uneven. A $252 mln asset-sale gain accounted for roughly half of defense operating profit, while commercial aircraft posted a $697 mln loss. With earnings quality under scrutiny, when will Boeing deliver sustainable profitability? briefing.com/story-stocks/ar… #BA #boeing #aerospace #earnings #aircraft #stocks #investing

Anthropic's IPO filing is reviving enthusiasm for the AI trade, while $AVGO's $63 bln financing deal shows capital is still available. But higher borrowing costs raise questions about who can afford the AI buildout. Is the rebound built to last? briefing.com/page-one?utm_ca… $SPY $QQQ $DIA $TNX $USO $NVDA $META $MSFT $KO $WHR $UPS #AI #IPO #anthropic #Earnings #premarket #analysis

$WHR: Whirlpool reported a Q3 loss of $0.21 per share versus expectations of a $0.76 profit, while revenue fell 8.8% to $3.67 billion from $3.91 billion expected. Management slashed its FY26 EPS outlook to a loss of $1.30 from a previous profit forecast of $2.50–$3.00, highlighting persistent weakness in appliance demand and consumer spending.

$CLS: Celestica reported Q3 EPS of $3.30 versus $2.97 expected, with revenue surging 83% to $5.83 billion versus $5.46 billion consensus and operating margins reaching 8.5%. Management raised its FY26 EPS outlook to $11.55 and projected 2027 EPS of $21.50 versus $19.85 expected, reinforcing the company's position as a major beneficiary of AI infrastructure investment.

$KO: Coca-Cola beat quarterly earnings and revenue expectations, raised its FY26 comparable EPS growth outlook to at least 11%, and lifted its free cash flow forecast.

$JBLU: JetBlue Airways misses by $0.06, reports revs in line.

$LYCA: Lycia Therapeutics closed an upsized IPO of 20.286 million shares at $18 each, raising approximately $365.1 million gross.

$MFIC: Ares Capital agreed to acquire MidCap Financial Investment for $2.6 billion, offering $10.88 per share in cash and stock.

Gapping up: $MFIC +20.6% $CLS +13.9% $JBLU +11.3% $INIO +9.4% $SOFI +8.5% Gapping down: $LYCA -9.8% $XYL -7.5% $HSBC -6.6% $WHR -6.1%

$VZ: Verizon beat earnings expectations and raised FY26 guidance for the third straight quarter. Phone subscriber additions surged as churn and acquisition costs fell, driving record profitability. Is Verizon's turnaround gaining momentum? Full analysis: briefing.com/story-stocks/ar… #VZ #Earnings #wireless #Telecom #stocks

Dip buyers are returning, but conviction looks thin. AI stocks are rebounding as oil prices ease, yet concerns about funding the AI buildout persist. With Big Tech earnings and Fed decisions ahead, can the recovery gain traction? briefing.com/in-depth-analys… $SPY $QQQ $DIA $TNX $USO $TLT $META $SPCX $EWZ #earnings #AI #FederalReserve #oil #Brazil #buythedip #StockMarket #premarket #analysis #PageOne

$FICO: FICO downgraded to Equal Weight from Overweight at Wells Fargo, tgt $735 briefing.com/calendars/updow…

$TSLA: Tesla upgraded to Overweight from Equal Weight at Barclays, tgt $450 briefing.com/calendars/updow…

$EQT: EQT to acquire Range Resources $RRC in an all-stock merger that values the combined company at more than $50 billion in pro forma enterprise value

$META: Meta launches $35 billion equity financing plan to support AI infrastructure and personal superintelligence investment.