Your all-in-one market feed: breaking news, macro data, earnings, stock breakdowns and investor education, with the numbers shown
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Binance says the breach started with one engineer's laptop
Impact: $6.3 billion, per Binance
Frozen so far: about $3 billion
No evidence of a private key leak
Binance covers all losses
$BNB
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Japan's chip stocks took the AI spending hit overnight
Nikkei fell 2.8% in Tokyo, with Advantest down 9.1% and Ibiden down 15.2% after Amazon and Intel showed massive cash burns in late earnings, per Reuters
$EWJ
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Chips drove South Korea's biggest output jump since 2011
Industrial output: +3.0% in September
Semiconductor output: +19.2%
Auto output: +39.9% as strikes ended
Facility investment: +5.3%
$EWY
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Anthropic is SpaceX's biggest customer, ahead of the US government
34.5% of Q3 revenue, about $5B of $14.58B, per Bloomberg
It can walk on 90 days' notice after early 2027
$SPCX
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Binance just took the biggest crypto hack ever
Over $5 billion sits in the hacker's wallet, per CoinDesk
Tether froze $1.57 billion in USDT
Circle froze over $800 million in USDC
CZ says user funds are safe and will be fully covered
Bitcoin fell 3% to $78,800
$BTC 🔴
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Reddit beat Q3 and still fell 17% after hours
EPS: $1.40 vs $1.33 expected
Revenue: $895M vs $875M expected, up 53%
Q4 guide: $1.00B to $1.03B vs $1.04B expected
US daily users fell 2% to 50.7M
$RDDT
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Intel beat Q3 and guided Q4 well below the street
Non-GAAP EPS: $0.52 vs $0.40 expected
Revenue: $16.5B, up 21%
Data center revenue up 78%
Q4 guide: $15B to $16B vs $17B expected
Q4 EPS guide: $0.25 vs $0.44 expected
Shares fell about 18% after hours
$INTC
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SanDisk's 8-for-1 split turns one share into eight
Record date: November 9
Seven extra shares for each share held, issued November 19, per the release
Same total value, eight times the shares
Split math on today's $1,330.05 close: about $166.26 a share
$SNDK
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Crocs is on pace for its best day since 2018
Shares hit $151.82, a two-year high, per Reuters
HEYDUDE grew after six straight down quarters
FY EPS guide: $14.45 to $14.65, raised a third straight time
$CROX 🟢
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ServiceNow is having its worst day on record
Down 27.3% to $109.16 from $150.13 at Wednesday's close, after Q4 cRPO growth was guided to 18.5%, down from 20.5% in Q3
Adj. EPS: $1.00 vs $1.02 est
$NOW
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Diesel is forcing Europe's hand
Europe will release 42 million barrels of reserves over 3 months, half of it diesel, per Bloomberg
WTI traded near $101 today, down about 1.3%
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Alphabet is on track for its worst day ever
Down as much as 13% today, with about $500 billion in market value gone
Search growth slowed to 12% from 17%
Free cash flow: -$9.1 billion
$GOOGL 🔴
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250
The last hyperscaler holdout is borrowing for AI
Microsoft $MSFT is out with a $25 billion-plus bond deal, its first in the US market in nine years, per Bloomberg
10 tranches, 2 to 40 years, from one of only two AAA-rated US companies
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Mastercard beat Q3 on both lines, and services carried the growth
Adj. EPS: $5.31 vs $5.17 est
Revenue: $9.81B vs $9.66B est, up 14%
Value-added services revenue: +19%
Cross-border volume: +11%
Adj. operating margin: 60.5%
$MA +3.2% premarket
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Growth beat, and inflation landed exactly on the forecast
Q3 GDP: +3.4% vs +3.2% expected
Personal consumption: +3.8% vs +3.4% expected
Headline PCE: +3.6% YoY, as expected
Core PCE: +3.1% YoY, +0.3% MoM, both as expected
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Caterpillar beat Q3 and still fell 9%
Adj. EPS: $7.20 vs $7.08 est
Revenue: $20.68B, up 17%
Backlog hit a record $78.1B
Full-year guide was only held, with no raise
$CAT
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Lilly revenue jumped 39% to $24.4B in Q3, well past the $22.61B expected
Non-GAAP EPS: $7.48 vs $6.26 est
Mounjaro sales: $10.7B, up 65%
Zepbound sales: $5.35B
Full-year revenue guide raised to $91B to $92B, from $85B to $87B
$LLY
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