The Disrupt Stage's Tuesday lineup features tech giants revealing their AI strategies, the discovery of what's next for streaming, and lessons from the cloud🌕 Astro Teller, Alphabet's captain of moonshots, shares how the company is betting on AI and radical ideas.🤖 Microsoft CTO Kevin Scott discusses the AI revolution he's helping lead—from developer tools to the future of work.📺 Netflix CTO Elizabeth Stone breaks down how streaming is evolving in the age of AI and endless competition.☁️ Box CEO Aaron Levie ...

Earnings Overview - Earnings season is underway with major companies like Tesla, Netflix, General Motors, and Ford reporting results this week [1][3] - As of October 17, 12% of S&P 500 companies have reported results, with analysts expecting an 8.5% increase in earnings per share for Q3, marking the ninth consecutive quarter of positive earnings growth, although a slowdown from the 12% growth in Q2 [1][2] Sector Representation - A diverse range of sectors will be represented in the earnings reports, including airlines (Southwest Airlines, American Airlines), toy manufacturers (Mattel, Hasbro), and telecom providers (AT&T, T-Mobile) [4] - Consumer-focused companies like Procter & Gamble and Deckers Outdoors are expected to provide insights into consumer spending trends [4] Additional Earnings Reports - The earnings calendar also includes reports from various companies such as Philip Morris, Intuitive Surgical, Texas Instruments, Lockheed Martin, and Honeywell, among others [5]

Market Overview - U.S. stocks experienced a decline, with the Dow Jones index falling over 300 points due to disappointing earnings guidance and rising U.S.-China trade tensions [1][4] - The Dow Jones closed lower by approximately 334 points at 46,590.41, while the S&P 500 and Nasdaq Composite fell by 0.53% and 0.93%, respectively [4] Company Performance - Netflix Inc. was the largest laggard in the S&P 500, dropping more than 10% after reporting a $619 million loss related to a tax dispute in Brazil, overshadowing its strong content performance [2] - AT&T Inc. shares fell around 2% following the announcement of its fiscal third-quarter financial results [2] Economic Indicators - The volume of mortgage applications decreased by 0.3% from the previous week for the week ending October 17 [3] - Most sectors in the S&P 500 closed negatively, with communication services, industrials, and consumer discretionary stocks experiencing the largest losses, while energy and consumer staples stocks closed higher [3] Investor Sentiment - The CNN Money Fear and Greed index indicated an increase in overall fear, remaining in the "Fear" zone with a current reading of 26.5, down from a prior reading of 29 [5]

U.S. equities experienced a mixed trading session on Wednesday, October 22, 2025, as investors digested a fresh wave of corporate earnings and weighed ongoing geopolitical concerns. While the Dow Jones Industrial Average (DJIA) showed resilience in early trading, the broader market, particularly the technology-heavy Nasdaq Composite (COMP), faced headwinds, largely influenced by significant post-market earnings announcements from the previous day and anticipation of key economic data later in the week.Marke ...

Market Overview - Stocks experienced a decline as traders reacted to disappointing earnings reports from major companies, notably Netflix and Texas Instruments [1][2] - The Dow Jones Industrial Average pulled back after reaching a record close near 47,000, with profit-taking observed in blue-chip stocks like Coca-Cola and 3M [3] - The S&P 500 and Nasdaq showed even greater declines following President Trump's comments about a potentially canceled meeting with China's Xi Jinping, which affected risk appetite [3] Company-Specific Developments - Netflix's shares fell approximately 10% after reporting earnings per share of $5.87, which missed forecasts of $6.97, primarily due to a $619 million tax charge related to a dispute in Brazil [2] - Texas Instruments' stock dropped 6% after it reported underwhelming results and provided a softer-than-expected forecast for the upcoming quarter, raising concerns about demand in the chip sector [2] Market Sentiment and Future Outlook - Despite the cautious market tone, traders are looking ahead to upcoming earnings reports from major tech companies, including Tesla, which is expected to kick off a significant reporting season for the "Magnificent Seven" tech giants [4] - Small-cap stocks led the declines, with the most-shorted stocks experiencing their fifth consecutive drop since "Liberation Day" [4] - Bond yields decreased, the dollar remained stable, and gold and silver saw modest recoveries after previous declines [4]

BREAKING: Gold Prices, Stocks Continue To Slide Futures for the Dow Jones Industrial Average and the other major stock indexes traded modestly lower in premarket action Wednesday as Netflix (NFLX) took a dive on earnings. Among the stocks in focus on the stock market today was Tesla (TSLA), which is due to report third-quarter results. Ahead of the opening bell, the Dow fell 0.1% as did S&P… Related news AT&T Earnings In-Line, Wireless Subscriber Growth Tops Estimates Get market updates, educational videos, ...

Market Performance - Major averages declined, with the Nasdaq falling 213.67 points (0.9%) to 22,740.40, the Dow down 334.33 points (0.7%) to 46,590.41, and the S&P 500 decreasing 35.95 points (0.5%) to 6,699.40 [2] - The decline in the Nasdaq was influenced by a significant drop in Netflix shares, which fell 10.1% to a five-month closing low [2][3] Company-Specific News - Netflix reported weaker than expected third quarter earnings, impacted by a dispute with Brazilian tax authorities [3] - Texas Instruments shares dropped 5.6% following disappointing fourth quarter guidance [3] - In contrast, Intuitive Surgical shares surged 13.9% after reporting third quarter results that exceeded expectations [3] Sector Performance - Semiconductor stocks faced considerable selling pressure, with the Philadelphia Semiconductor Index declining by 2.4% [7] - Airline stocks also showed weakness, as indicated by a 1.9% loss in the NYSE Arca Airline Index [7] - Retail, housing, and networking stocks experienced notable declines, while energy stocks rose due to a sharp increase in crude oil prices [7] Trade Relations Impact - Wall Street's weakness was exacerbated by renewed uncertainty regarding U.S.-China trade relations, following comments from President Trump about the potential for a meeting with Chinese President Xi Jinping [4][5] - Reports indicated that the Trump administration is considering plans to restrict software exports to China, which could escalate trade tensions [5][6] Global Market Overview - In Asia-Pacific, mixed performances were noted, with Hong Kong's Hang Seng Index down 0.9% and South Korea's Kospi up 1.6% [8] - European markets also ended mixed, with the U.K.'s FTSE 100 Index up 0.9%, while the French CAC 40 Index and German DAX Index fell by 0.6% and 0.7%, respectively [8] Bond Market - Treasuries fluctuated but closed modestly higher, with the yield on the benchmark ten-year note dipping 1.0 basis points to 3.953% [9] Upcoming Earnings - Market reactions to upcoming earnings reports from Tesla and IBM may influence trading on Thursday [10]

Market Overview - US stocks experienced a decline, with the Dow Jones Industrial Average falling 0.7% (over 300 points), the S&P 500 down approximately 0.5%, and the Nasdaq Composite leading losses at around 1% [1] - The market is reassessing following a strong start to third quarter earnings, particularly with Tesla's upcoming quarterly report [2] Company Performance - Netflix's stock dropped about 10% after missing earnings expectations, influenced by a tax dispute in Brazil [3] - Mattel's shares also fell due to disappointing North American sales [3] Economic and Trade Developments - Ongoing trade tensions with China are causing market uncertainty, with President Trump potentially considering significant restrictions on US software exports to China [4] - The US and India are reportedly nearing an agreement to reduce tariffs on Indian exports from 50% to as low as 15% [4] Economic Data - The US federal shutdown has delayed official economic releases, with the next major data point being the September Consumer Price Index report [5] - This inflation report is expected to influence expectations for the Federal Reserve's upcoming meeting, where a 25 basis point interest rate cut is widely anticipated [5]

Let's start with what is the headline. The Brazil tax dispute. Idiosyncratic to the quarter and Netflix itself, let alone the sort of broader streaming landscape.What did you make of that. Well, they took the tax from 2022 to present. And so if you look at it on a holistic basis, it was over 300 basis points impact to operating margin in the quarter.So that's why there was such a huge miss. But if you look forward, if you extrapolate that, it's only going to be about 20 basis points hit annually going forwa ...

Earnings season in technology can bring all kinds of beautiful stories. Did you have a tax dispute with Brazil on your bingo card for Netflix. Would tell us about the world of streaming.I did not have Brazil tax issues on my bingo card, but I think the Netflix earnings were actually pretty decent. You know, we forget that Netflix has actually come a long way from a free cash flow growth perspective. They were only generating about 1.6% billion about two and a half years ago, and now they're generating close ...