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Nasdaq Leads Decline as Alphabet Q3 Results Miss Expectations
Stocks closed broadly lower, led on the downside by the Nasdaq, as investors reacted to results from Alphabet and Microsoft. Hyperscaler peer Amazon joins the parade with its own earnings report due after the bell.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.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported lower-than-expected Q3 results, though the company reported year-over-year increases in Q3 advertising revenue and Cloud revenueMicrosoftreported upbeat Q1 results and provided guidance for Q2 and FY26DoorDashagreed to acquire Instacartfor $65 per shareMarvellis in advanced talks to acquire Lumentum, Bloomberg reportsEli Lillyreported Q3 results and cut its guidance for FY26, while Merckreported Q3 results and raised its outlook for FY262. WALL STREET CALLS:Alphabetdowngraded to Market Perform from Outperform at CitizensPayPaldowngraded to Underweight at BarclayseBayupgraded to Equal Weight at Wells FargoPDD Holdingsupgraded to Buy at Deutsche BankSprouts Farmers Marketdouble downgraded to Underperform at BofA3. AROUND THE WEB:NvidiaCEO Jensen Huang said the company's dealings with Megaspeed International were "normal and not unusual" following a report from the New York Times that one of the Singapore company's executives is being probed for spying on behalf of China, Bloomberg reportsToyota, Honda, and Nissanare slashing their output in China as the market for gasoline cars shrinks, Nikkei Asia reportsOnsemiis in talks to acquire 16-year-old chip startup Ferric for about $1B, The Information saysThe seven billionaire co-founders of Anthropicare set to gain collective control over the company following its listing, FT reportsTPGis in discussions with Elliott Management to acquire Ark Data Centers for around $5B, FT reports4. MOVERS:ADTgained after announcing it will be acquired by Thrive Holdings for $10 per share in cashGlaukosincreased after reporting Q3 results and providing guidance for FY26 and FY27Porch Groupand Teladocwere higher after reporting quarterly resultsIovancewere lower after reporting updated results from its Phase 2 IOV-LUN-202 trial for lifileucelServiceNowfell after reporting Q3 results and providing guidance for Q4 and FY265. EARNINGS/GUIDANCE:Bristol Myersreported Q3 results and cut its outlook for FY26Crocsreported Q3 results and raised its outlook for FY26, with CEO Andrew Rees calling it a "strong" quarterHarley-Davidsonreported Q3 results and raised its operating income guidance for FY26Baxterreported Q3 results and narrowed its outlook for FY26, with CEO Andrew Hider noting the company "delivered a strong third quarter"Caterpillarreported Q3 results and backed its guidance for FY26, with the company saying results are "tracking toward another record year"INDEXES:The Dow fell 132.54, or 0.25%, to 52,342.56, the Nasdaq lost 365.13, or 1.38%, to 26,184.73, and the S&P 500 declined 23.59, or 0.30%, to 7,720.39.
U.S. Economic Growth Accelerates to 3.4%
The major averages were broadly lower near noon as investors digest results from Alphabet and Microsoft. Hyperscaler peer Amazon joins the parade with its own earnings report due after the bell.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.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported lower-than-expected Q3 results, though the company reported year-over-year increases in Q3 advertising revenue and Cloud revenueMicrosoftreported upbeat Q1 results and provided guidance for Q2 and FY26DoorDashagreed to acquire Instacartfor $65 per shareMarvellis in advanced talks to acquire Lumentum, Bloomberg reportsEli Lillyreported Q3 results and cut its guidance for FY26, while Merckreported Q3 results and raised its outlook for FY262. WALL STREET CALLS:Alphabetdowngraded to Market Perform from Outperform at CitizensPayPaldowngraded to Underweight at BarclayseBayupgraded to Equal Weight at Wells FargoPDD Holdingsupgraded to Buy at Deutsche BankSprouts Farmers Marketdouble downgraded to Underperform at BofA3. AROUND THE WEB:Onsemiis in talks to acquire 16-year-old chip startup Ferric for about $1B, The Information saysThe seven billionaire co-founders of Anthropicare set to gain collective control over the company following its listing, FT reportsTPGis in discussion with Elliott Management to acquire Ark Data Centers for around $5B, FT reportsA Greek-owned container ship operated by ZIM Integratedwas sunk in the Black Sea by unmanned drone vessels after sailing from Haifa, Globes saysDeutsche Telekom'splans to combine with its American arm T-Mobile UShave hit a snag and the German telecommunications giant has opted against submitting a formal bid for the time being, Bloomberg reports4. MOVERS:ADTgains after announcing it will be acquired by Thrive Holdings for $10 per share in cashGlaukosincreases after reporting Q3 results and providing guidance for FY26 and FY27Porch Groupand Teladochigher after reporting quarterly resultsIovancelower after reporting updated results from its Phase 2 IOV-LUN-202 trial for lifileucelServiceNowfalls after reporting Q3 results and providing guidance for Q4 and FY265. EARNINGS/GUIDANCE:Bristol Myersreported Q3 results and cut its outlook for FY26Crocsreported Q3 results and raised its outlook for FY26, with CEO Andrew Rees calling it a "strong" quarterHarley-Davidsonreported Q3 results and raised its operating income guidance for FY26Baxterreported Q3 results and narrowed its outlook for FY26, with CEO Andrew Hider noting the company "delivered a strong third quarter"Caterpillarreported Q3 results and backed its guidance for FY26, with the company saying results are "tracking toward another record year"INDEXES:Near midday, the Dow was down 158.53, or 0.30%, to 52,316.57, the Nasdaq was down 290.35, or 1.09%, to 26,259.50, and the S&P 500 was down 18.41, or 0.24%, to 7,725.57.
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%
DoorDash to Acquire Instacart for $65 Per Share
DoorDash, Inc. (DASH) and Maplebear d.b.a. Instacart (CART) announced a definitive agreement under which DoorDash will acquire Instacart for a total value of $65.00 for each Instacart share, or an equity value of approximately $17 billion. The aggregate transaction consideration will be at least 75% cash, with Instacart stockholders able to elect cash, DoorDash stock, or a combination of both, subject to proration so that DoorDash stock does not exceed 25% of the aggregate consideration. Instacart's board of directors has unanimously approved the agreement. DoorDash and Instacart share a mission to help local businesses succeed. Families turn to Instacart for the big weekly shop and to DoorDash for meals and nearly anything else they need from their neighborhood in under an hour. The combined company will offer grocers and retailers of every size DoorDash's delivery network and Instacart's grocery and fulfillment technology, in both apps and on stores' own websites, along with the advertising and AI tools each company has built. On either app, customers pick a store in their own community, and the store makes the sale. Consumers will have more stores to choose from, more savings opportunities when they choose to shop with a local business, and faster delivery options, while Dashers and Shoppers will have more ways to earn. Most grocery shopping still happens in stores, but more people are buying groceries and everyday goods online. They expect fast, affordable delivery and an easy way to order. The biggest online retailers and grocers are racing ahead, building their own delivery fleets, warehouses, membership programs, and AI shopping assistants. A grocer or retailer running on thin margins cannot build all of that alone, and with AI, the playing field risks being tilted even further away from local commerce. DoorDash and Instacart believe that communities benefit when Main Street competes, and they build the tools that empower local businesses. Together, they could help local stores grow online. More grocers could deploy Instacart's technology to run their own websites and retail media networks, bringing them more sales and advertising revenue. Brands would gain a scaled alternative for reaching customers online. Grocers could add capacity for online orders through DoorDash's DashMart Fulfillment Services and offer faster, more accurate, and more affordable delivery. Following closing, DoorDash is expected to keep Instacart's brand, enterprise technology products, and app. Until the transaction closes, DoorDash and Instacart will continue to operate as separate and independent companies. The value of $65.00 per Instacart share represents a 26% premium to Instacart's closing price on October 22, 2026, the last trading day before media reports about a possible transaction. Instacart stockholders will have the right to elect to receive, for each Instacart share: $65.00 in cash, 0.3372 shares of DoorDash common stock, or a mix of $48.75 in cash and 0.0843 shares of DoorDash common stock, in each case, subject to a cap on the total stock consideration issuable by DoorDash equal to 25% of the aggregate consideration and certain proration mechanics. If stock consideration is oversubscribed, applicable Instacart stockholders will receive stock consideration on a prorated basis. DoorDash expects to fund the cash portion of the consideration with cash on hand and proceeds from debt financing. DoorDash has entered into a financing commitment letter with JPMorgan Chase Bank, N.A. providing for a 364-day senior unsecured bridge loan facility in support of the debt component of the transaction, subject to satisfaction or waiver of certain customary conditions. The transaction is not subject to a financing condition. DoorDash is targeting a capital structure that will maintain investment-grade ratings. The transaction is expected to close in the end of 2027 or the first half of 2028, subject to approval by Instacart stockholders, the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, other regulatory approvals, including in Canada and Israel, and other customary closing conditions. Stockholders holding about 19% of Instacart's outstanding shares have agreed to vote in favor of the transaction.
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