Market Overview - Stocks experienced significant volatility, with major averages fluctuating throughout the trading day [1] - The Nasdaq and S&P 500 ended positively, while the Dow posted a slight loss of 17.15 points, closing at 46,253.31 [2] Company Performance - Morgan Stanley's shares surged by 4.7% to a record closing high following better-than-expected third-quarter results [3] - Bank of America saw a 4.4% increase in its stock price after reporting third-quarter results that exceeded analyst expectations [3] - ASML's U.S.-listed shares showed strength despite mixed third-quarter results, with expectations for 2026 net sales to exceed 2025 [4] Economic Indicators - The New York Fed reported a significant turnaround in manufacturing activity, with the general conditions index rising to 10.7 in October from a negative 8.7 in September [5] - The Federal Reserve's Beige Book indicated little change in U.S. economic activity since early September, with mixed reports across the twelve Fed districts [6] Sector Performance - Gold stocks rose sharply, with the NYSE Arca Gold Bugs Index increasing by 4.1% to a record high [7] - Computer hardware and semiconductor stocks also performed well, with the NYSE Arca Computer Hardware Index and the Philadelphia Semiconductor Index rising by 4.0% and 3.0%, respectively [7] - Commercial real estate, oil service, and biotechnology stocks showed notable strength, closing higher along with most major sectors [8] International Markets - In the Asia-Pacific region, stocks mostly moved higher, with Japan's Nikkei 225 Index up by 1.8% and China's Shanghai Composite Index up by 1.2% [9] - European markets showed mixed performance, with the French CAC 40 Index rising by 2.0%, while the German DAX Index and the U.K.'s FTSE 100 Index fell by 0.2% and 0.3%, respectively [9] Bond Market - Treasuries moved lower, leading to a rise in the yield on the benchmark ten-year note by 2.4 basis points to 4.046% [10]

Core Points - Stocks opened higher on Wednesday, driven by positive earnings reports that mitigated concerns over U.S.-China trade tensions [1] - The Dow Jones Industrial Average increased by 300 points, or 0.6%, while the S&P 500 and Nasdaq Composite rose by 0.7% and 0.8%, respectively [1] - Eight out of ten companies reporting earnings exceeded bottom-line expectations, indicating a strong earnings season [2]

Core Insights - PPG Industries has shown underwhelming growth recently, despite its rich corporate history and previous divestment proceeds [1] Group 1: Company Performance - PPG Industries is perceived as not providing a favorable outlook for investors nearly a year ago [1] - The company has faced challenges in achieving significant growth, which has raised concerns among investors [1] Group 2: Investment Opportunities - The investing group "Value In Corporate Events" focuses on identifying actionable ideas related to major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] - The group aims to cover 10 major events monthly to find the best investment opportunities [1]

Group 1 - The article promotes a premium service called "Value in Corporate Events" that focuses on major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas [1] - The service aims to provide members with opportunities to capitalize on various corporate events, covering 10 major events a month to identify the best investment opportunities [1] Group 2 - The article includes a disclosure stating that the author has no stock or derivative positions in any mentioned companies and has no plans to initiate such positions within the next 72 hours [1] - It emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [2]

Core Insights - The initial earnings reports released on Thursday were generally positive, yet the stock market experienced a pullback from record highs [1] Market Performance - The Dow Jones Industrial Average decreased by 243 points, equivalent to a 0.5% drop [1] - The S&P 500 index fell by 0.3% [1] - The Nasdaq Composite saw a minor decline of 0.1% [1] Stock Movement - A majority of S&P 500 stocks experienced declines following record closures on Wednesday for both the S&P and Nasdaq [1] - Gold prices also retreated after surpassing $4,000 per ounce [1]

Futures tied to major stock indexes are little changed this morning as investors digest earnings reports from PepsiCo and Delta. Here's what you need to know today. https://t.co/iEn9E4KAG8 ...

Core Insights - Ingram Micro Holding Corporation is preparing for a public offering again, but concerns exist regarding sales declines, thin margins, and increased debt levels [1] Group 1: Company Overview - Ingram Micro operates in a competitive and rapidly changing technology distribution sector [1] Group 2: Financial Performance - The company has experienced sales declines, which raises concerns about its financial health [1] - The margins are described as thin, indicating potential challenges in profitability [1] - Increased debt levels have been noted, which could impact the company's financial stability [1]

Group 1: Micron Technology, Inc. (MU) - Micron is set to release its fourth-quarter earnings report after Tuesday's closing bell, expected to be the most-watched report of the week [2] - Analysts anticipate earnings of $2.86 per share and revenue of $11.22 billion for the quarter, with improved sentiment in the memory market benefiting Micron's revenue and gross margins [3] - The key catalyst for Micron's performance is an increase in data storage demand from key hyperscaler customers, leading to a maintained Buy rating and a price target increase from $145 to $173 [4] Group 2: Uranium Energy Corp. (UEC) - Uranium is scheduled to report earnings ahead of Wednesday's opening bell, with analysts expecting losses of four cents per share on revenue of $800,000 for the quarter [5] Group 3: Other Companies Reporting - Accenture is expected to report earnings of $2.96 per share and revenue of $17.36 billion before the market opens on Thursday, along with CarMax, Jabil, and BlackBerry also reporting [6]

Group 1 - Costco's stock experienced a significant increase of nearly 18% in early 2025, peaking at $1,078.23 on February 13, but has since fallen 11.8% [1][2] - Despite the decline, Costco maintains strong credibility with investors and analysts, with 18 out of 36 analysts rating the stock as a buy or strong buy [2][6] - The company is set to report its fiscal 4th-quarter results, which are projected to be decent, with revenue expected to be $86.1 billion, up 8% year-on-year, and earnings of $5.80, up 12.6% [3][8] Group 2 - Costco continues to grow, opening approximately 25 stores annually, and its membership fees provide a stable base for profitability [6][10] - The retail environment is challenging, with consumers shopping more cautiously and facing increased costs due to tariffs [9] - In contrast to Costco's sluggish stock performance, rival Walmart's shares have increased by 13.3% for the year and 4.6% for the quarter, highlighting competitive pressures [7]

The SEC actively looking into proposal by President Trump to switch earnings reports from a quarterly to semianual basis. Joining us right now first on CNBC to discuss this and so many other issues is SEC Chairman Paul Atkins. Uh Mr.. Chairman, we appreciate you joining us. Uh it is uh the issue of the week if not much longer than that. Uh a lot of CEOs in America and investors trying to understand this proposal and how you're thinking about it right now.Well, thank you Andrew. thanks for having me uh on to ...