Company Performance - Cable One's shares fell 6.2% after the third-quarter report revealed a significant loss of broadband subscribers and revenue that missed Wall Street expectations, despite a large earnings beat [1][2] - The company's revenue for the quarter was $376 million, representing a 4.5% decline from the previous year and falling short of analyst forecasts [2] - Cable One lost 149,100 residential data subscribers year-over-year, indicating underlying weakness in demand [2] Market Reaction - The stock market's reaction suggests that the news is considered meaningful but not fundamentally altering the perception of Cable One's business [4] - Cable One's shares have shown extreme volatility, with 35 moves greater than 5% over the last year, indicating a sensitive market environment [4] Broader Market Context - Recent comments from President Trump regarding trade relations with China have injected volatility into the broader markets, particularly affecting sectors sensitive to economic sentiment [5] - China's announcement of new export controls on critical minerals has raised concerns about economic headwinds and potential impacts on consumer spending, which could affect revenues in various sectors [6]

Financial Performance - Altice USA reported total revenue of $2.11 billion for Q3 2025, representing a 5.4% decrease year-over-year and slightly below forecasts [1] - The company posted a GAAP loss per share of $3.47, a significant decline from a loss of $0.09 in the same quarter last year, and worse than the consensus estimate of a $0.05 loss [1] - Free cash flow was negative $178.1 million, a sharp reversal from a positive $76.87 million in the same quarter of the previous year [1] Subscriber Trends - The broadband subscriber count for Altice USA fell by 167,300 year-over-year, indicating ongoing operational challenges [1] Market Reaction - Shares of Altice USA fell 5.5% in the morning session following the disappointing financial results, reflecting the market's perception of the news as significant but not fundamentally altering its view of the business [3] - The stock has shown extreme volatility, with 41 moves greater than 5% over the last year, suggesting a pattern of overreaction to news [3]

Core Insights - Stock futures are rising as investors anticipate key quarterly earnings reports from companies like Palantir and Advanced Micro Devices this week [1][2] - The major indexes, including the Dow Jones Industrial Average, S&P 500, and Nasdaq 100, experienced significant gains, marking their best October performances in several years [2] Market Performance - Futures for the Dow Jones Industrial Average increased by 67 points, or 0.1% [2] - S&P 500 futures rose by 0.4%, while Nasdaq 100 contracts gained 0.5% [2] - The bullish sentiment in Wall Street is attributed to a reduction in trade tensions between China and the U.S. and strong earnings from major tech companies like Alphabet and Amazon [2]

Well, we were just talking about rare earth uh and the that discussion point between the US and China. The stocks here in the US are taking a tumble as those trade tensions ease between the two nations. We saw those names rally on reports that China was considering export controls on their rare earth materials, pushing President Trump to threaten 100% tariffs on Chinese goods and focus on US development in the space.So, what is now the investment case for those stocks. Joining me now in this, Neil Dingman, ...

Trump hails 'amazing' meeting with Xi after months of trade tensions https://t.co/A221dlnVq9 ...

Key Points President Trump expressed his optimism for a deal in upcoming trade talks with China. Tesla reported $400 million in tariff costs during Q3, making any trade deal directly beneficial to the company's bottom line. These 10 stocks could mint the next wave of millionaires › Shares of Tesla (NASDAQ: TSLA) are flying on Monday, up 4.8% as of 3:12 p.m. ET. The move comes as the S&P 500 and the Nasdaq Composite gained 1% and 1.7%, respectively. The electric vehicle (EV) maker's stock is on the ...

Domestic Policy and Economic Landscape - High-income residents in Democratic states are expected to receive significant tax refunds in 2025 due to a relaxed SALT cap, which may greatly influence personal finances in high-tax states [2] - ExxonMobil has filed a lawsuit against California, claiming that new climate disclosure laws violate its First Amendment rights, as these laws require large companies to disclose greenhouse gas emissions and climate-related financial risks starting in 2026 [3] - California's Transportation Secretary has threatened to revoke the state's authority to issue commercial driver's licenses and withhold $160 million in funding due to regulatory failures, including issuing licenses to non-domiciled drivers [4] - The Federal Reserve's bank reserves have decreased by $59 billion to $2.93 trillion, marking the second-lowest level since January 2023, indicating liquidity shifts in the financial system [5] - The job market remains tough for recent graduates, with 58% still seeking employment, more than double the rate of previous generations [5] Geopolitical Dynamics and International Trade - Former President Trump is on a diplomatic trip to Asia, aiming to finalize a peace deal between Cambodia and Thailand [6] - Ongoing meetings between Russian officials and the Trump administration are focused on a potential Ukraine deal, with Trump stating he will only meet with Putin if a concrete agreement is in place [7] - Trade tensions are escalating, with Trump announcing a 10% increase in tariffs on Canadian goods in response to an anti-tariff advertisement, while The Economist suggests that China is "winning the trade war" [8][9] Corporate and Market Movements - SoftBank has approved a remaining $22.5 billion investment in OpenAI, contingent on the startup completing a corporate restructuring for a potential public offering, indicating strong confidence in AI growth [10] - Central banks globally are accelerating gold purchases, acquiring an annualized 830 tonnes in 2025, reflecting a strategic shift towards diversifying reserves amid economic uncertainties [11]

Geoff Freeman, U.S. Travel Association CEO, joins 'Power Lunch' to discuss the travel impacts between the U.S. and Canada, the other factors to help travel reliant businesses and much more. ...

Trade Relations - Canada initiates anti-dumping investigation into truck body imports from China [1] - This investigation occurs amidst efforts to ease trade tensions with China [1]

Core Viewpoint - Trade tensions between the US and Canada have escalated following Ontario's government releasing an advertisement featuring former President Ronald Reagan discussing the negative impacts of tariffs [1][2]. Group 1: Advertisement and Its Content - Ontario's government, led by Premier Doug Ford, launched an ad on October 16, 2025, using excerpts from Reagan's 1987 speech to argue against American tariffs on Canada [1][2]. - The ad emphasizes Reagan's warning that tariffs, while appearing "patriotic," ultimately harm American workers and consumers, leading to retaliation and trade wars that can result in market collapses and job losses [1][2]. Group 2: Reactions and Controversies - The Ronald Reagan Presidential Foundation and Institute criticized Ontario for "misrepresenting" Reagan's remarks and stated that permission was not sought for the use of the speech [3]. - Former President Trump reacted by labeling the advertisement as "FAKE" and announced the termination of all trade negotiations with Canada, asserting the importance of tariffs for US national security and economy [8][9]. - A spokesperson for Premier Doug Ford defended the ad, claiming it used an "unedited excerpt" from Reagan's speech and reiterated that Reagan supported free trade between Canada and the US [9].