The gulf has cut 6.7 MILLION barrels per day for Oil production...That is a MASSIVE cut on the Oil front.Regardless of Trump saying 'the conflict is almost over'That to me still feels more like just saying words, than actual reality.Oil sold off fairly hard, but the reality is, a deep cut in production inherently makes cost go higher.Oil hitting over 100, or even over 105, are VERY real possibilities, for just a singular day the rest of the month... ...

Group 1 - The company expects its fiscal-year results to be closer to the low end of its prior guidance range [1]

Core Insights - Counterpoint Research predicts a potential 2.1% decline in global smartphone shipments in 2026 due to rising component costs impacting end demand [1][4] - The forecast for 2026 has been revised down by 2.6 percentage points, with significant adjustments for Chinese OEMs like HONOR, OPPO, and vivo [4] Group 1: Market Trends - The low-end market (below $200) is expected to be significantly affected, with Bill of Materials (BoM) costs rising by 20%-30% since the beginning of the year [7] - Mid to high-end market segments are experiencing a cost increase of approximately 10%-15% [7] - Average smartphone selling prices are projected to increase by 6.9% in 2026, up from a previous forecast of 3.9% [7] Group 2: Competitive Landscape - Brands with scale advantages, comprehensive product lines (especially in high-end models), and vertical integration capabilities are expected to be more resilient to supply chain changes [8] - Market competition is anticipated to become more differentiated, with some brands facing challenges in balancing market share and profitability [8] - OEMs are adopting diverse strategies, including adjusting specifications of certain models and guiding consumers towards higher-spec versions to cope with cost and market changes [8]

Key Takeaways Global Payments is set to report Q3 2025 results on Nov. 4, before market open.Earnings are expected to rise 4.9% year over year on 2.1% revenue growth.Increased costs may weigh on GPN's Q3 profit expansion.Global Payments Inc. (GPN) is set to report third-quarter 2025 results on Nov. 4, 2025, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $3.23 per share on revenues of $2.41 billion. The third-quarter earnings estimate re ...