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GE Aerospace beat third-quarter estimates and raised its 2026 outlook, a sign of continued strength in aviation demand even as fuel costs have pressured airline stocks. Netflix also beat on the bottom line, but a weak forecast sent its shares down roughly 5% to 6% in overnight trading. The contrast highlights how earnings reactions this season hinge on guidance rather than headline results. This article is for information only and is not investment advice.

SpaceX reported third-quarter revenue of $14.58 billion, well above the roughly $13 billion analysts expected, and earnings of $0.35 per share against a $0.13 forecast. It is the company's first quarterly profit since its June IPO. AI-related revenue reached $7.56 billion, surpassing Starlink for the first time, helped in part by the August acquisition of Cursor. CEO Elon Musk suggested $1 trillion in 2028 revenue is possible and downplayed a potential SpaceX-Tesla merger, th

AT&T reported third-quarter revenue of $32.3 billion, up 5.3% from a year earlier, with adjusted earnings of $0.65 per share versus $0.54 a year ago. Free cash flow came in at $5.0 billion. The company added 379,000 postpaid phone customers and 442,000 fiber subscribers, with postpaid phone churn at 0.92%. It raised its 2026 adjusted EPS guidance to about $2.40 and reiterated free cash flow of more than $18 billion. Reported diluted EPS of $0.13 compared with $1.29 a year ear

The Dow Jones Industrial Average rose 1.02% to 52,495.88 on Tuesday, and the S&P 500 added 0.28% to 7,712.57. The Nasdaq Composite was little changed, down 0.02% at 26,424.82. After the close, Nasdaq-100 futures climbed more than 1% on SpaceX's earnings beat, while S&P 500 futures gained about 0.35% and Dow futures were flat. Investors are weighing a busy earnings week against elevated oil prices and bond yields. This article is for information only and is not investment advi

Shares of Super Micro Computer rose about 17% in overnight trading after the company released preliminary results for the quarter ended September 30 that came in well above Wall Street expectations. The move adds to a rebound in AI hardware names after a rough stretch for the sector earlier this month, when concerns about AI-related debt weighed on tech shares. Full results and guidance are expected later. Super Micro (SMCI) is a Dyatome Capital holding. This article is for i

Technology shares recovered on Monday after the prior week's sell-off. The Nasdaq rose about 1.1% and the S&P 500 gained 0.41%, while the Dow slipped 0.07%. CoreWeave climbed 6.12% after Goldman Sachs upgraded the stock to Buy with a $139 target. Amazon rose 4.95% after Morgan Stanley raised its price target to $350, and Palantir, Tesla and Micron also advanced. The rebound is a relief for AI-linked holdings such as Super Micro Computer (SMCI), though investors remain focused

Oil prices swung sharply on Monday. WTI crude rose more than 2% to about $103.73 after Houthi attacks on Saudi targets, reversing an earlier decline. Earlier in the session, WTI had fallen 0.88% to $100.50 and Brent slipped 1.47% to $108.20 after the U.S. waived sanctions on Russia. The back-and-forth shows how headline-driven the energy market remains. Higher crude prices support integrated producers such as Chevron (CVX) and BP, both held in the Dyatome Capital portfolio, b

The NAHB homebuilder sentiment index fell three points to 29, its lowest reading since June 2012, as high borrowing costs continue to weigh on housing demand. Freddie Mac reported that the average 30-year mortgage rate was 7.40% last week, keeping affordability stretched for buyers. Persistent inflation and elevated Treasury yields are the main headwinds. Rate-sensitive areas such as housing and real estate investment trusts remain sensitive to any shift in Federal Reserve ex

SpaceX is scheduled to report quarterly results after the market closes on Tuesday, October 20, alongside Netflix. GE Aerospace reports before the open. Tesla, Meta, IBM and Texas Instruments follow on Wednesday, making this one of the busiest stretches of the earnings season. Amazon is due October 29. SpaceX (SPCX) is held in the Dyatome Capital portfolio. Traders will focus on launch cadence and guidance following recent analyst price-target increases.

U.S. regulators have fined Bank of America $1.2 billion for failing to report more than $5 billion in suspicious transactions, according to reports on Monday. CEO Brian Moynihan said the bank has added thousands of employees to strengthen its compliance efforts. The penalty is among the larger anti-money-laundering related fines seen in the sector in recent years. Bank of America (BAC) is a holding in the Dyatome Capital portfolio. Investors will watch whether the fine prompt

Bitcoin miners remain under pressure. Riot Platforms fell nearly 10% intraday on October 8, sliding from a late-September high near $25 to the $16-$17 range, as sentiment on mining profitability and regulation soured. Bitcoin itself was trading around $82,800 on Monday. As a high-beta miner, Riot tends to move with the price of bitcoin, and technical watchers point to $16-$17 as support and $18-$20 as resistance. Riot reports roughly $647 million in revenue with a gross margi

Verizon said it will report third-quarter 2026 earnings on October 26, putting the telecom giant in the spotlight just as rival AT&T and other large companies report this week. Investors will be watching subscriber trends and cash flow, as well as management commentary on pricing and capital spending, at a time when elevated bond yields are pressuring dividend-paying stocks. Defensive, income-oriented shares like telecoms have drawn interest in recent weeks as markets weigh i

Airline shares have slid as persistently high jet fuel prices squeeze earnings. American Airlines fell about 6% on October 14 to near $11.71, down from the mid-$13s in late September, after several brokers lowered their targets. BMO cut its target to $15.50 from $19, Bank of America to $15 from $17, and Goldman Sachs to $11 from $13 with a Sell rating. Management has warned high fuel prices could add about $1 billion to fourth-quarter costs and may require further capacity cu

Treasury Secretary Scott Bessent said September's hotter-than-expected inflation reading reflects an energy shock, arguing that price pressures should ease once the U.S. gets to the other side of the Iran conflict. Bond yields remain elevated. The 10-year Treasury yield was about 5.07% and the 2-year about 4.72%, while the CME FedWatch tool showed roughly a 15% chance of a Fed rate hike after the October meeting. Supply data cited by Reuters showed Iran's seaborne crude expor

U.S. stock futures rose in early Monday trading as investors bought the dip in artificial intelligence names after a rough week. Nasdaq 100 futures were up about 1.1%, S&P 500 futures about 0.5% and Dow futures about 0.1%, while Russell 2000 futures gained roughly 0.5%. Crude oil and Treasury yields moved lower, easing some of the pressure that weighed on equities on Friday, when stocks closed lower. WTI crude traded near $97 a barrel, down about 2%, and gold hovered near $4,

Federal Reserve Chair Kevin Warsh declined to signal the central bank's next move while speaking at an IMF meeting in Bangkok on Friday, leaving markets to parse a week of hotter-than-expected inflation data. According to CME FedWatch, the chance of a rate hike at the late-October meeting slipped to about 17% from 28%, while odds of a December hike remained high, with estimates ranging from roughly 74% to 89% depending on the source. The 10-year Treasury yield settled near 5.

U.S. stocks ended a volatile week lower on Friday, with the Nasdaq Composite closing at 26,140.03 for a weekly loss of 4.5%, ending a four-week winning streak. The S&P 500 finished at 7,659.44, down about 2% on the week, while the Dow Jones Industrial Average closed at 52,002.41. The Dow was the outlier, gaining 0.7% for the week and extending its winning streak to two weeks as investors leaned toward blue-chip and defensive names. Technology bore the brunt of the selling, wi

SoftBank's U.S.-traded shares fell by as much as 10% on Friday after Bloomberg reported the conglomerate is considering buying Allied Universal, a private security services company. The deal could value Allied Universal at up to about $18 billion in equity, or roughly $30 billion including about $12 billion of debt. Talks are described as early, and no agreement has been announced. The report landed on a day when investors were already pulling back from risk, and it highlight

Third-quarter earnings season intensifies in the week of October 19, with a heavy slate of large-cap reports. Netflix and Capital One report Tuesday after the close, alongside pre-market results from GE Aerospace, RTX, 3M and General Motors. On Wednesday, AT&T reports before the open with a call at 8:30 a.m. ET, while Tesla, Meta, IBM, Texas Instruments and Lam Research report after the close. Tractor Supply follows Thursday morning, joining Procter & Gamble, Comcast and Unio

CoreWeave shares fell about 12% on Friday to $61.39, bringing the AI cloud provider's weekly decline to roughly 25% after a drop of more than 15% on Wednesday tied to debt concerns. The company's total debt exceeds $51 billion, and the cost of insuring it has jumped, with its five-year credit default swap closing at 1,117 basis points. The selloff spread to memory and storage names, with Micron down 5.6%, Seagate down 7.5% and Western Digital down 6.9%. The Philadelphia Semic