Stock Market Blog
Daily stock market analysis, trade alerts, and trading education from Ross Givens and the Traders Agency team.

Intel Guides Q4 2026 Revenue Below Q3 Levels as PC Slowdown and Memory Shortages Bite; Shares Plunge Nearly a Quarter
Intel guided fourth-quarter 2026 revenue of $15.0B-$16.0B, below the $16.5B reported for Q3, citing a worsening PC slowdown and an industry-wide memory shortage; The Register reported shares sank almost a quarter.

Ahold Delhaize Agrees to Acquire Tesco's Czech and Slovak Businesses
Ahold Delhaize has agreed to acquire 100% of Tesco's Czech and Slovak businesses, subject to regulatory approval; Tesco says completion is expected in the second half of 2027, while Ahold Delhaize cites Q4 2027.

ExxonMobil Posts $15.4 Billion Third-Quarter 2026 Profit, Announces $20 Billion 2027 Share Buyback
ExxonMobil reported $15.4 billion in third-quarter 2026 profit, beating adjusted EPS estimates, and announced a $20 billion share buyback for 2027, as diesel price spikes lifted refining results at Exxon and Chevron, according to the company's disclosure and CNBC.

Binance Confirms $6.3 Billion Security Incident, Pledges Full Loss Coverage as Investigators Point to North Korea
Binance says a security incident had an estimated $6.3 billion impact, with billions frozen by stablecoin issuers, as TRM Labs and Chainalysis point to North Korea's TraderTraitor group and the exchange pledges to cover all losses, per CNBC.

U.S. GDP Grows at 3.4% Annual Pace in Third Quarter 2026, Accelerating on Consumer Spending and Investment
The U.S. economy grew at a 3.4% annual pace in Q3 2026, the BEA's advance estimate shows, as consumer spending rose 3.8% and business investment climbed 12.7%, while housing investment fell and inflation measures cooled from the prior quarter.

Amazon Shares Sink More Than 7% as AWS Beats Estimates But Revenue Miss and Cash Flow Strain Overshadow Results
Amazon's Q3 2026 results showed AWS revenue and operating income topping consensus, but a total revenue miss, weaker advertising sales and a sharply wider free cash flow outflow sent shares down more than 7% in extended trading, per CNBC and Seeking Alpha.

Stock Market Today: Health Care Leads While S&P 500 Slips
Health Care led the session while the S&P 500 slips. See the validated market scorecard, sector performance, and what traders are watching next.

Thrive Holdings to Acquire ADT for $15.3 Billion in All-Cash Deal, Taking Security Giant Private
ADT has agreed to an all-cash acquisition by Thrive Holdings valuing it at $7.6 billion in equity and $15.3 billion in enterprise value, with Apollo-provided financing commitments and a first-quarter 2027 close targeted.

Eli Lilly Lifts 2026 Revenue Outlook by $5.5 Billion as Zepbound and Mounjaro Demand Outpaces Forecasts
Eli Lilly raised 2026 revenue guidance by $5.5 billion to $91B-$92B after third-quarter revenue of $24.4 billion topped consensus, alongside new approvals, pipeline updates and an analyst price-target hike.

ServiceNow Shares Plunge 25% Despite Raised Subscription Revenue Outlook, Reigniting AI Disruption Fears
ServiceNow shares sank 25% after third-quarter results despite a slightly raised full-year subscription revenue outlook, as CNBC and Seeking Alpha reported AI disruption fears and questions over the timing of AI investment payoffs.

Microsoft Beats Estimates as Azure Grows 48%; Capex Trails Projections
Microsoft's fiscal Q1 2027 results showed Azure revenue up 48% year over year and adjusted EPS of $4.89 on $92.28 billion in revenue, both above consensus, while capital expenditures of $45.2 billion missed the $50.67 billion StreetAccount estimate and the company trimmed its full-year capex forecast to $170 billion.

Marvell Reportedly in Advanced Talks to Acquire Lumentum in Major AI Optics Deal
Marvell is reportedly in advanced talks to acquire data-center optical components maker Lumentum, per Bloomberg and Reuters sourcing, though no deal has been signed or confirmed by either company.
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