$MSTR Q3 RESULTS
• EPS: $8.42 vs. est. $7.90
• Revenue: $128.7M vs. est. $118.3M
• Notes: Holds 640,808 BTC valued at $47.44B (avg. $74,032/BTC as of Oct. 26)
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*GREER: US, CHINA WILL MARK 'MILESTONES' ON FENTANYL
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INTEL IS SAID IN TALKS TO ACQUIRE AI CHIP STARTUP SAMBANOVA
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*NETFLIX ANNOUNCES TEN-FOR-ONE STOCK SPLIT
$NFLX
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*COINBASE SEES 4Q SUBSCRIPTION & SERVICES REV. $710M TO $790M
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SHARES OF AMAZON UP 10% IN EXTENDED TRADE AFTER QUARTERLY REPORT
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*AMAZON 3Q EPS $1.95, EST. $1.58
*AMAZON 3Q NET SALES $180.17B, EST. $177.82B
*AMAZON 3Q AWS NET SALES $33.01B, EST. $32.39B
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U.S. STOCKS EXTEND FALL, S&P 500 DOWN 1.00 PCT
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SPOT SILVER RISES NEARLY 3% TO $48.92/OZ
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*NVIDIA TO INVEST UP TO $1 BILLION IN AI STARTUP POOLSIDE
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🚨 U.S. VP VANCE: IF SHUTDOWN GOES TO THANKSGIVING IT COULD BE A DISASTER FOR AIRLINE INDUSTRY
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FAA ISSUES GROUND STOP FOR WASHINGTON NATIONAL AIRPORT CITING AIR TRAFFIC CONTROLLER STAFFING
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ECB POLICYMAKERS PREPARE FOR DECEMBER SHOWDOWN ON INFLATION, RATES, SOURCES SAY
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DOGE TO LEAD PENTAGON EFFORT TO ACQUIRE THOUSANDS OF DRONES, SOURCES SAY
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MORTGAGE RATES IN THE US DROP TO 6.17%, FALLING FOR FOURTH WEEK
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$NVDA - GREER: BLACKWELLS WERE NOT REALLY ON THE TABLE WITH CHINA
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*GREER: RUSSIAN OIL CAME UP DURING TRUMP, XI MEETING
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GREER: TRUMP PUT US ON A PATH FOR STABILITY WITH CHINA
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$COIN Q3 RESULTS & OUTLOOK
• EPS: $1.50 vs. est. $1.21
• Revenue: $1.87B vs. est. $1.78B
Q4 2025 Outlook:
• Subscription & Services Revenue: $710–$790M
• Transaction Expenses: mid-teens % of net revenue
• Tech & G&A Expenses: $925–$975M (incl. ~$220M SBC)
• Sales & Marketing: $215–$315M (incl. ~$14M SBC)
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*COINBASE 3Q SUBSCRIPTION & SERVICES REV. $747M, EST. $734.3M
*COINBASE 3Q TOTAL REV. $1.87B, EST. $1.8B
*COINBASE 3Q TRADING VOLUME $295B, EST. $310.02B
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$AMZN Q3 RESULTS
• EPS: $1.95 vs. est. $1.57
• Revenue: $180.2B vs. est. $177.8B
• AWS Sales: $33.0B vs. est. $32.4B
• Operating Margin: 9.7% (est. 11.1%)
• Q4 Outlook: Revenue $206–213B, Operating Income $21–26B
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META SHARES CLOSE LOWER BY 11% FOR WORST DROP IN THREE YEARS
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FORD TO INVEST $370 MILLION IN INDIA DEFYING TRUMP’S LOCAL PUSH
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BUCKINGHAM PALACE: HIS MAJESTY HAS TODAY INITIATED A FORMAL PROCESS TO REMOVE THE STYLE, TITLES AND HONOURS OF PRINCE ANDREW
BUCKINGHAM PALACE: FORMAL NOTICE HAS NOW BEEN SERVED TO SURRENDER THE LEASE OF ROYAL LODGE AND HE WILL MOVE TO ALTERNATIVE PRIVATE ACCOMMODATION
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U.S. TRANSPORTATION SECRETARY DUFFY: AIR TRAFFIC WILL BE SNARLED IF GOVERNMENT SHUTDOWN CONTINUES
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U.S. VP VANCE: TESTING NUCLEAR ARSENAL FUNCTIONS PROPERLY IS PART OF TRUMP'S TESTING REGIME ANNOUNCEMENT
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SOME ECB POLICYMAKERS THINK 2028 INFLATION PROJECTION BELOW 2% WOULD WARRANT RATE CUT DEBATE, SOURCES SAY
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$COIN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:30 PM ET
• Estimates: EPS $1.11 ($0.77–$1.54)
• Revenue: $1.80B
• FY EPS: $8.10
• FY Revenue: $7.37B
• Trends: 30-day EPS revisions +0.1% (5 up, 8 down)
• Market: Short interest 5.07%, implied move ±6.8%
• Consensus: Buy | Price Target: $391
$AAPL Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.77 ($1.59–$1.83)
• Revenue: $102.24B
• FY EPS: $7.38 | FY Revenue: $414.82B
• Trends: 30-day EPS revisions +2.1% (11 up, 0 down)
• Market: Short interest 0.74%, implied move ±3.0%
• Consensus: Buy | Price Target: $257
$AMZN Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $1.57 ($1.18–$1.97)
• Revenue: $177.75B
• FY EPS: $6.72 | FY Revenue: $709.17B
• Trends: 30-day EPS revisions +3.1% (8 up, 2 down)
• Market: Short interest 0.7%, implied move ±6.0%
• Consensus: Buy | Price Target: $267
$MSTR Q3 EARNINGS PREVIEW
• Release: After close, Oct. 30 | Call: 5:00 PM ET
• Estimates: EPS $8.15 (range –$0.11 to $31.90)
• Revenue: $118.43M
• FY EPS: $41.59 | FY Revenue: $460.37M
• Market: Short interest 8.84%, implied move ±5.3%
• Consensus: Buy | Price Target: $541
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US AGRICULTURE SECRETARY BROOKE ROLLINS: CHINA TO REMOVE UNWARRANTED TARIFFS ON MOST US AG
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ROLLINS CONFIRMS CHINA TO BUY AT LEAST 12M TONS OF SOY FOR YEAR
ROLLINS SAYS CHINA TO BUY AT LEAST 25M TONS A YEAR THROUGH 2028
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