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

GE Vernova to Acquire Trench Group for $9 Billion in Grid-Equipment Push
GE Vernova has agreed to acquire grid-equipment maker Trench Group from Triton Partners for $9 billion, funded roughly half in cash and half in debt, with closing expected in late 2027.

SK Hynix Reports Record Quarterly Revenue Above 100 Trillion Won, Unveils 100 Trillion Won Shareholder Return Plan
SK hynix reported record third-quarter revenue above 100 trillion won and record operating profit, while its board resolved on a roughly 100 trillion won fiscal 2026 shareholder return plan including a Kioxia-linked special dividend.

Visa Tops Fiscal Q4 EPS Estimates as Rising Price Targets Put Fiscal 2027 Outlook in Focus
Visa topped fiscal fourth-quarter EPS estimates with $3.48 versus a $3.44 consensus, per Public.com, extending a beat streak as analysts weigh rising price targets, a pending card-network bill, and unresolved fiscal 2027 guidance.

Guidewire to Acquire hyperexponential in Deal Worth Up to $2.1 Billion to Expand AI Underwriting
Guidewire Software has agreed to acquire AI underwriting firm hyperexponential for up to $2.1 billion, funded partly by a $1 billion term loan, with the deal expected to close by January 2027.

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

Celestica Raises 2026 Revenue Outlook to $21.0 Billion, Sets Initial 2027 Target of $40 Billion on AI Infrastructure Demand
Celestica raised its 2026 revenue outlook to $21.0 billion and issued an initial 2027 outlook of $40.0 billion, citing hyperscaler and frontier AI lab demand, according to a regulatory filing reported by StockTitan.

Cadence Lifts 2026 Revenue Growth Outlook to 21%, Adds $2.5 Billion Buyback as Backlog Hits Record $8.2 Billion
Cadence raised its 2026 revenue growth outlook to about 21%, authorized an additional $2.5 billion in share buybacks and reported a record $8.2 billion backlog, per StockTitan's review of the company's 8-K filing.

Boeing Pushes Back 737 MAX Production-Rate Target to Early 2027
Boeing CEO Kelly Ortberg says the 737 production rate of 47 jets a month won't be reached until early 2027, citing wing supply constraints, as Q3 free cash flow improves but commercial margins stay negative.

S&P Global Launches Strategic Review of Capital IQ Alongside Q3 2026 Earnings
S&P Global reported Q3 2026 revenue of $3.678 billion and higher EPS while announcing a strategic review of Capital IQ and associated data businesses, with no timeline disclosed.

Boeing Narrows Q3 2026 Loss to $116 Million as Defense Revenue Jumps 15%, Free Cash Flow Reaches $464 Million
Boeing reported a narrower $116 million Q3 2026 net loss and $464 million in free cash flow as defense revenue rose 15%, while commercial airplane margins stayed negative at -6.5%, per CNBC and the company's earnings release.

Coca-Cola Lifts Full-Year 2026 EPS and Free Cash Flow Outlook After Q3 Beat
Coca-Cola raised its full-year 2026 EPS, organic revenue and free cash flow guidance after a Q3 beat, with regional data showing flat North American volume against 5% consolidated volume growth.

UPS Raises Full-Year 2026 Guidance After Q3 Beat, Citing Growth Across All Segments
UPS beat Q3 2026 Wall Street estimates and raised its full-year revenue, adjusted operating profit and adjusted EPS guidance, citing growth across all segments, according to CNBC and a company SEC filing reported by Stock Titan.
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