$104.780
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U.S. Stock Futures Lower as Investors Focus on Economic Data
Stock futures are lower as investors digest yesterday's Federal Reserve hold and contrasting results from Alphabet and Microsoft. The Fed kept its benchmark interest-rate range unchanged at 3.75%-4%, but the 10-2 vote signals growing concern about persistent inflation. Governors Lisa Cook and Beth Hammack dissented in favor of a quarter-point hike, while policymakers described economic activity as strong. Markets are pricing in another rate increase in December, leaving investors focused on economic releases for clues about the next policy move.U.S. economic growth accelerated to a 3.4% annualized rate in the third quarter, up from 2.2% in the second quarter and above economists' 3.1% forecast. The stronger-than-expected reading points to resilient consumer demand and business investment, including continued spending on AI infrastructure. However, September's personal consumption expenditures price index rose 3.6% year over year, up from 3.4% in August, keeping inflation well above the Fed's 2% target.Earnings remain in focus, with Amazon, Intel and Starbucks set to report after the close, giving investors another look at consumer demand, corporate spending and the outlook for AI infrastructure. Meanwhile, oil prices remain elevated amid Middle East tensions, with Brent crude recently settling above $115 a barrel, adding another potential source of inflationary pressure.In pre-market trading, S&P 500 futures fell 0.38%, Nasdaq futures fell 1.08% and Dow futures fell 0.23%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -DoorDashup 7% after announcing an agreement to acquire Instacartfor a total value of $65 for each Instacart shareUP AFTER EARNINGS -Crocsup 20%Chipotleup 8%Wescoup 5%Shellup 4%Eli Lillyup 4%Merckup 2%MasterCardup 2%Microsoftup 2%DOWN AFTER EARNINGS -Fortinetdown 25%ServiceNowdown 18%Caterpillardown 12%Alphabetdown 11%Lloyds Bankingdown 4%ING Groepdown 2%AB InBevdown 2%
Company Expects 2026 Cash Capital Expenditure of $23-$25 Billion
The company said, "Full year 2025 cash capital expenditure was $21 billion. Our cash capital expenditure for the full year 2026 is expected to be $23-$25 billion. Integrated Gas production is expected to be approximately 1,080 - 1,180 thousand boe/d. LNG liquefaction volumes are expected to be approximately 7.3 - 7.9 million tons. Fourth quarter 2026 outlook includes the impact of the ARC Resources Ltd. acquisition, which completed on September 2, 2026. Upstream production is expected to be approximately 1,700 - 1,900 thousand boe/d. Fourth quarter 2026 outlook includes allowance for weather related impacts in the Gulf of America. Marketing sales volumes are expected to be approximately 2,400 - 2,600 thousand b/d. Refinery utilisation is expected to be approximately 92% - 100%. Chemicals manufacturing plant utilization is expected to be approximately 78% - 86%. Corporate Adjusted Earnings were a net expense of $705 million for the third quarter 2026. Corporate Adjusted Earnings are expected to be a net expense of approximately $600 - $800 million in the fourth quarter 2026."
Shell Reports Q3 Revenue of $92.85B, Announces $5B Buyback Program
Reports Q3 revenue $92.85B, consensus $100.86B. The company said, "Shell's relentless focus on operational performance enabled very strong results in a quarter with continued severe disruption to the global energy system. I'm grateful to Shell's teams around the world who continue to work tirelessly to produce and supply the energy our customers need. We are further investing in our advantaged Integrated Gas business with the completion of the ARC Resources Ltd. acquisition and the final investment decision on LNG Canada Phase 2, supporting Shell's long-term cash flow growth. Our strong delivery allows us to announce a $5 billion share buyback program for the next three months."
Shell Launches $5B Share Buyback Program
Shell announced the commencement of a $5B share buyback program covering an aggregate contract term of approximately three months. The purpose of the program is to reduce the issued share capital of the company. All shares repurchased as part of the program will be cancelled. It is intended that, subject to market conditions, the program will be completed prior to the company's Q4 results announcement. The company has entered into arrangements with two brokers consisting of two non-discretionary contracts: one with a single broker to enable the purchase of ordinary shares on London market exchanges; and one with a single broker to enable the purchase of ordinary shares on Netherlands exchanges, both arrangements for a period up to and including January 29, 2027. The aggregate maximum consideration for the purchase of ordinary shares under the London contract is $ 3B and the maximum consideration for the purchase of ordinary shares under the Netherlands contract is $2B. Purchases under the London contract will be carried out in accordance with the company's authority to repurchase shares on-market and will be effected within certain contractually agreed parameters. Purchases under the Netherlands contract will be carried out in accordance with the company's authority to repurchase shares off-market pursuant to the off-market share buyback contract approved by its shareholders and the parameters set out therein. The maximum number of ordinary shares which may be purchased or committed to be purchased by the company under the program is 470,000,000, which is the maximum number remaining as of the date of this announcement pursuant to the relevant authorities granted by shareholders at the company's 2026 annual general meeting. The broker will make its trading decisions in relation to the company's securities independently of the company.
White House Plans to Loosen Methane Emission Rules
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.METHANE GAS EMISSIONS:The White House is slated to loosen rules designed to mandate that oil and gas companies lower their emissions of methane, a gas viewed as a "super pollutant" since it traps so much heat in the atmosphere, the New York Times' Brad Plumer. President Trump is anticipated to announce the plan at a Tuesday campaign rally in Texas alongside Republican Senate candidate Ken Paxton, the author says, citing two administration officials. Publicly traded companies in the space include BP, Chevron, ConocoPhillips, Exxon Mobil, Shelland TotalEnergies.TARIFFS:The U.S. and Canada are negotiating potential tariff relief on Canadian steel and autos to repair strained trade relations following stalled talks, with discussions focused on easing Section 232 duties of up to 50% on steel and 25% on autos, Reuters' Promit Mukherjee and David Shepardson. A Canadian source briefed on the negotiations says a deal on steel and auto tariffs was possible before the November 3 elections, while U.S. sources say the Trump administration wanted Canada to make further concessions. Publicly traded companies in the steel space include ArcelorMittal, Cleveland-Cliffs, Nucor, Steel Dynamicsand U.S. Steel. Publicly traded companies in the auto space include Ford, General Motors, Honda, Lucid Group, Mercedes-Benz, Nissan, Rivian, Stellantis, Tesla, Toyotaand Volkswagen.CONSTELLATION ENERGY:The White House is offering as much as $5B in financing to Constellation Energyto upgrade and modernize the company's nuclear reactors in Illinois, Maryland, and Pennsylvania, Bloomberg's Ari Natter and Will Wade report. The projects supported by the conditional loan commitment are anticipated to add almost 1.1 GW of electricity and help strengthen the grid and cut costs, the authors say, citing the U.S. Energy Department. Energy Secretary Chris Wright intends to announce the financing later Tuesday, the authors note.
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