US:
- The Toronto Stock Exchange reached a record high, propelled by investor optimism post-U.S. elections and a significant 21% surge in Shopify's stock following robust third-quarter earnings and positive fourth-quarter projections.
- Spotify's Q3 financial results exceeded expectations with strong subscriber growth, increased revenue, and a rise in shares, although Q4 revenue guidance fell below analyst consensus despite forecasting a profit above estimates due to cost cuts and robust holiday season performance.
- Health care stocks declined Tuesday, with notable drops in the NYSE Health Care Index and the Health Care Select Sector SPDR Fund, amid news that the DOJ and state attorneys general are suing to block UnitedHealth Group's $3.3 billion acquisition of Amedisys, while Tyson Foods reported better-than-expected quarterly earnings.
- CyberArk Software reported increased Q3 earnings and revenue, raised its 2024 outlook, announced a partnership with Wiz to boost cloud security, and appointed Erica Smith as the new CFO following Josh Siegel's departure.
- Cava Group, a Mediterranean restaurant chain, raised its 2024 same-restaurant sales forecast, following strong Q3 earnings and revenue growth.
- ZoomInfo Technologies reported a Q3 revenue of $303.6 million, below expectations.
- Amazon has made several recent business moves, including an insider selling shares, partnering with IKEA to promote green fuels in shipping, securing a payment processing deal with Boku in Japan, and introducing stricter work-from-home policies for disabled employees.
- Hut 8 Corp. reported a successful Q3 with a revenue of US$43.7 million, net income of $0.9 million, surpassing revenue expectations.
- Griffon Corporation announced a quarterly dividend increase, reported Q4 earnings that topped expectations, and approved an additional $400 million for share repurchases while providing 2025 revenue guidance.
- Topgolf Callaway Brands experienced a decline in Q3 earnings and revenue.
- Elliott pushes to dismantle Honeywell after taking a $5 billion stake.
- Walt Disney is considering external candidates to succeed CEO Bob Iger, according to the WSJ.
- Spirit Airlines prepares for bankruptcy after failed takeover bid, WSJ reports.
- Apple plans an AI wall tablet in March, according to Bloomberg.
- Klarna, a Swedish company, files a confidential application for US IPO.
Today's top earnings reports: Cisco Systems, Nu Holdings, Suncor Energy, Copart, Tetra Tech, CyberArk...
Europe and Asia:
- The Spanish competition authorities launch an in-depth investigation into BBVA's takeover of Banco de Sabadell.
- Allianz announces a 22% rise in earnings, ahead of forecasts, and a more favorable outlook.
- Siemens Energy raises its medium-term outlook.
- ABN Amro third-quarter earnings beat expectations.
- RWE raised its 2024 guidance, announced a €1.5 billion share buyback plan and cited the difficult outlook for hydrogen in Europe and offshore wind in the US.
- Experian reports lower first-half earnings, but higher revenues.
- Alcon increases third-quarter sales, less than expected.
- Just Eat Takeaway sells Grubhub for $650 million.
- IMCD raises €300 million through an accelerated placement at €141.50 per share.
- Volkswagen invests $5.8 billion in a joint venture with Rivian.
- Norway's Kongsberg signs a $900 million missile contract with the US Navy.
- The Italian Sea Group declines all responsibility for the sinking of Mike Lynch's yacht.
- Swisscom makes new proposals to obtain Italy's agreement to the Vodafone operation.
- Pierer Mobility to restructure KTM in depth and seek liquidity.
- Moody's upgrades Clariant's credit rating to “Baa3”.
- Seven & i Holdings has confirmed that it has received an informal offer to delist from the Ito family. Bloomberg and Nikkei had reported yesterday on rumors of an MBO.
- Samsung Electronics shares at their lowest in over four years.
- WiseTech Global is the subject of a class-action lawsuit over its fiscal 2020 forecasts.
Today's main earnings reports: Allianz SE, Experian, SSE, RWE AG, Siemens Energy, ABN AMRO Bank, Porsche Automobil Holding, Tencent Holdings, Singapore Telecommunications, Rakuten...