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U.S. 10-Year Treasury Yield Falls to Near One-Month Lows
The yield on the U.S. 10-year Treasury note fell on Tuesday, hovering near one-month lows, following weaker housing data while investors also continued to assess persistent inflationary pressures ahead of the Fed's interest rate decision next week. Housing starts fell 5.2% in September, while pending home sales dropped to a record low, reflecting the continued strain of elevated mortgage rates on housing demand. The Fed is widely expected to leave interest rates unchanged next week, while markets anticipate a 25 basis point rate hike in December. Meanwhile, crude oil prices moved lower and stocks turned higher following an unconfirmed report from Qatari newspaper Al-Araby Al-Jadeed that Qatar and Pakistan presented a mediation proposal to address the demands of the U.S. and Iran.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:General Motorsreported better-than-expected Q3 sales and earnings and approved a new $20B share repurchase planGE Aerospace posted a "beat and raise" Q3 reportSalesforceagreed to acquire Brazefor $5.66B in enterprise value, or $47.50 per share in cashByteDance, Alibabaand Tencenthave ordered over 3M NvidiaRTX PRO 5500 graphics cards for over $35B, Reuters reportsIndustrial conglomerate 3Mlifted its annual profit forecast as cost-control initiatives and higher prices support margins2. WALL STREET CALLS:Loop Capital downgraded Appleto Hold on iPhone concernsAkamaiupgraded to Strong Buy at Raymond James following recent pullbackBarclays downgraded NuScale Powerto Underweight on commercial delaysBlackRockupgraded to Buy at TD CowenJefferies downgraded Elancoand Zoetisto Hold3. AROUND THE WEB:NRx Pharmaceuticalsis advancing Ketafree, a preservative-free ketamine formulation, and is seeking FDA approval while arguing that benzethonium chloride, a preservative used in most ketamine products, poses health risks, a claim it has not substantiated with evidence, NY Times saysTelesat'screditors have proposed a C$3.2B deal to help the company pay down a coming debt maturity and avert a default, WSJ reportsAustralia is set to sue Meta'sFacebook, TikTok, as well as other major digital platforms for not complying with the country's social media ban for children under 16, Bloomberg saysAlphabet'sWaymo, which currently operates about 4,000 cars, is looking to use the $5B it has recently borrowed to expand its fleet to 8,000 vehicles by the end of 2026 and grow that number to 20,000 by the end of 2027, Semafor reportsNetflixis overhauling its creative leadership in hopes of getting domestic audiences to watch more of its content, WSJ reports4. MOVERS:Myriad Genetics (MYRD) gains after announcing it will sell its Prenatal Health testing business to LabcorpHertzincreases after announcing Oro Mobility secured an $80M strategic equity investment from a consortium of investorsEquifaxhigher after reporting Q3 results, providing guidance for Q4, and narrowing its outlook for FY26Borr Drillinglower after Fearnley downgraded the stock to HoldBaxterfalls after the FDA issued a warning letter following an inspection of its facility5. EARNINGS/GUIDANCE:RTXreported Q3 results and raised its guidance for FY26Krogerbacked its guidance for FY26Ally Financialreported Q3 results, with EPS and revenue beating consensusValmontreported Q3 results and increased its outlook for FY26, with CEO Avner Applbaum commenting this was "another quarter of sales and earnings growth"Genuine Partsreported Q3 results and narrowed its guidance for FY26INDEXES:Near midday, the Dow was up 513.06, or 0.99%, to 52,479.09, the Nasdaq was up 76.22, or 0.29%, to 26,507.11, and the S&P 500 was up 35.46, or 0.46%, to 7,726.19.
Apple Downgraded to Hold with Price Target Cut to $330
Stock futures are lower as renewed weakness in AI-related stocks looks set to erase some of Monday's rebound. Investors remain concerned about the debt and financing costs underpinning the AI infrastructure buildout. Meanwhile, oil prices are climbing, with Brent crude near $111 a barrel and West Texas Intermediate around $100.55, as escalating Middle East tensions and reports of attacks on vessels in the Gulf raise concerns about supply disruptions. Higher energy prices are adding to inflation worries following hotter-than-expected September CPI and PPI readings, while the 10-year Treasury yield is holding near 5.14%. The combination of elevated oil prices and borrowing costs continues to challenge equity valuations, particularly for growth stocks that rely on future earnings to justify current prices.In pre-market trading, S&P 500 futures fell 0.13%, Nasdaq futures fell 0.41% and Dow futures were about flat.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Alvotechup 8% after announcing that the FDA has approved a new manufacturing process for Simlandi, the company's biosimilar to HumiraUP AFTER EARNINGS -Equifaxup 6%Halliburtonup 4%RTXup 2%MSCIup 2%3Mup 1%Northrop Grummanup 1%KeyCorpup 1%DOWN AFTER EARNINGS -Genuine Partsdown 9%General Motorsdown 6%Mueller Industriesdown 4%GE Aerospacedown 3%Synchronydown 2%Hasbrodown 1%LOWER -Appledown 1% after Loop Capital downgraded the stock to Hold with a price target of $330, down from $370
Apple Expands Partnerships with U.S. Companies for iPhone 18 Pro Production
Apple (AAPL) announced new and expanded partnerships with American companies that are supplying critical materials and components for iPhone Duo and iPhone 18 Pro. Through its American Manufacturing Program, Apple is partnering with Perryman Company, a Pennsylvania-based titanium producer, to supply titanium for Apple products, including iPhone Duo. Apple is also expanding its partnership with Qnity Electronics (Q), headquartered in Delaware, to produce technology for the new variable aperture in the iPhone 18 Pro camera system - the most advanced Apple has ever made. Apple works with suppliers in all 50 states and supports more than 450,000 American jobs. Last year, the company deepened that commitment by launching AMP, aimed at bringing even more advanced manufacturing and critical component production to the United States as part of Apple's $600 billion, four-year commitment to U.S. manufacturing and innovation. The grade 5 titanium enclosure on iPhone Duo is exceptionally strong, providing amazing durability to the first foldable iPhone. Apple will commit up to $100 million over the next three years with Perryman, a family-owned business and a global leader in manufacturing specialty titanium products. At its site in Houston, Pennsylvania, Perryman melts, forges, and rolls titanium with a minimum of 80 percent recycled content for iPhone Duo. Apple is also expanding its partnership with Qnity Electronics to build key camera technology for iPhone 18 Pro in the U.S. Qnity, which joined the American Manufacturing Program in March, will produce advanced films essential to the new variable aperture camera system on iPhone 18 Pro. Variable aperture is at the heart of the new 48MP Fusion Main camera, which enables incredible light and depth control. It's powered by on-device intelligence that automatically lets in more light for darker settings and helps get sharper detail in brighter ones.
Apple to Launch New MacBook on October 28
Apple announced an event on October 28 called "Pro and tell." The company is expected to debut its first touch-screen MacBook and introduce a new low-end MacBook Pro with an M6 chip, Bloomberg has reported.
General Motors and Ford to Report Quarterly Results
General Motorsis scheduled to report quarterly results before market open on Tuesday, October 20, with a conference call scheduled for 8:30 am EST, while Fordis scheduled to report after market close on Wednesday, October 28, with a conference call scheduled for 5:00 pm EST. What to watch for:GM SALES:Earlier in October, GM reported sales in Q3 totaling 670,974 vehicles, a decline of 6% compared with the same period a year earlier, which, "reflected the much smaller EV market and discontinued vehicles. However, sales of GM's highest volume vehicles were in line with the outstanding level of a year ago." "Our business is performing very well, the launch of our next-generation full-size pickup trucks is on track, and we are making investments in new vehicles, innovative technologies, and our U.S. manufacturing footprint to drive our next phase of growth," said Duncan Aldred, President of GM North America.GM GUIDANCE:Along with its Q2 earnings, the company raised its FY26 adjusted EPS guidance to $12.00-$14.00 from $11.50-$13.50. Consensus, which stood at $12.79 at the time, has since risen to $13.42. The company also raised its FY26 EBIT-adjusted view to $14B-$16B from $13.5B-$15.5B and adjusted automotive free cash flow view to $9.5B-$11.5B from $9B-$11B. GM also announced that 2027 results are expected to be better than 2026, with several key drivers set to grow revenue, margins, EBIT and FCF.GM PARTNERSHIPS, INITIATIVES:In July, Micronand GM announced a strategic customer agreement to secure a long-term supply of memory and storage platforms for GM's vehicle production and delivery at scale. The company also announced in July availability of ChargePointin Energy Pass. In August, GM, Pilot Company and EVgoannounced their collaborative EV fast-charging network surpassed 300 locations. The company also announced a 20-year extension to its joint venture partnership with SAIC. Additionally in August, Samsung SDIannounced an agreement with GM to buy its stake in U.S. battery joint venture SynergyCells. In September, the company announced a new truck user interface that integrates with Android Autoand Apple CarPlay. The company also reported the award of a $697.7M U.S. Army contract in September. Additionally in the month, GM launched the Smart Charge Bundle initiative with PG&E. The company also unveiled its updated 2027 heavy-duty truck lineup and launched the OnStar Fleet Intelligence Platform.ANALYST VIEW:RBC Capital raised the firm's price target on GM to $102 from $100 and kept an Outperform rating on the shares as part of a broader research note previewing Q3 results for global Automakers. For U.S. OEMs, resilient SAAR supports pricing power and higher average transaction prices heading into the quarter, the analyst said, adding that a potential US-Mexico bilateral trade agreement before year-end could represent meaningful upside. The firm further noted that for western suppliers, current valuations look compelling, though China remains the key focus following S&P's latest China production forecast cut.JPMorgan lowered the firm's price target on GM to $110 from $120 and kept an Overweight rating on the shares. The firm sees a "muted setup" for Ford and GM into the Q3 earnings reports, saying preliminary 2027 outlook commentary "is likely to present a cautious tone." JPMorgan expects in-line to slightly better Q3 prints, but said investor focus is likely to be on 2027 estimate revisions, and it does not see the results driving meaningful upside.FORD SALES:In August, Ford reported total U.S. vehicle sales in July of 169,951 were down 10.2% from 189,313 in the same month of last year. In September, the company reported U.S. total vehicles sales of 170,681 in August, down 10.3% from the same month of last year. In October, Ford announced that, excluding the planned phase-out of Escape and Corsair, the company estimated its Q3 retail share increased approximately 0.4 percentage points year over year to 12.1%. Q3 sales totaled 509,764 vehicles, down 6.6%, reflecting the planned portfolio changes. Adjusting for Escape and Corsair, Ford's total vehicle sales volume was essentially unchanged compared with an industry decline of about 1%. "We delivered a solid quarter and continued to gain retail share adjusted for the planned sunset of Escape and Corsair," said Andrew Frick, president, Ford Blue and Model e.FORD GUIDANCE:Along with its Q2 results, Ford raised its FY26 adjusted EBIT view to $10B-$11B from $8.5B-$10.5B. The company said, "Building on strong first-half results, the company is raising full-year 2026 guidance. Ford now expects the following for full-year 2026: Adjusted EBIT of $10B to $11B; free cash flow of $6B to $7B which now includes expected 2026 cash recovery of approximately $500M of the $1.3B IEEPA reimbursement recorded in the first quarter; Capital expenditures of $9.5B to $10.5B, unchanged from prior guidance. By segment, Ford now expects: Ford Blue EBIT of $5B to $5.5B; Ford Pro EBIT of $7B to $7.5B; Ford Model e loss of approximately $4B, this includes about $1B in incremental investment for the Universal Electric Vehicle platform and Ford Energy, mostly weighted toward the second half of the year; Ford Credit earnings before taxes above $2.5B."FORD PARTNERSHIPS, INITIATIVES:In July, Micron and Ford announced a long-term strategic customer agreement to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production. Additionally in July, the company ratified a three-year national collective agreement with Unifor. Ford also partnered with BlackRock, Carhartt and Google to launch the Alliance for Americas Skilled Trades and announced a Europe-focused joint venture with Geely Automobilein July as well. The company also announced in July that Apple Maps would power navigation for its upcoming UEV platform. In August, Ford appointed Dave Carroll as president of Ford Energy. In September, the company, along with JPMorganand the State of Michigan, announced the launch of the Michigan LIFT initiative.ANALYST VIEW:JPMorgan lowered the firm's price target on Ford to $16 from $17 and kept an Overweight rating on the shares. The firm expects in-line to slightly better Q3 prints.UBS lowered the firm's price target on Ford to $15 from $17 and kept a Buy rating on the shares. Ford's Q3 results are now expected to be roughly in line after late-quarter F-150 downtime reduced the previously expected beat, while 2027 profit guidance should remain limited, but the stock remains attractive around $12 given potential for a BESS announcement, the analyst said.
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