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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.
Harley-Davidson Raises 2026 Operating Income Outlook to $25M-$55M
Harley-Davidson raises 2026 operating income view to $25M-$55M
Company Reports Q3 Revenue of $964.02M, Below Consensus
Reports Q3 revenue $964.02M, consensus $1.07B. "We are pleased with the continued progress made toward aligning wholesale activity with retail demand, achieving a further 26% reduction in dealer inventory while delivering 5 percent growth in global retail sales compared with Q3 2025. North America sales were up for the 4th consecutive quarter, demonstrating an entrenched foothold in our home market," said CEO Artie Starrs. "We are encouraged by the improvement in our key growth drivers over the quarter. Models like the Super Glide and Deadwood are creating deeper connection between the brand and riders, our dealer network is becoming increasingly profitable, and we are actioning our Back to the Bricks strategy - just one full quarter into execution - in partnership with our dealers."
Nasdaq Rises Nearly 300 Points as Market Digests Jobs Report
The major averages ended broadly higher, led by tech with the Nasdaq up roughly nearly 300 points. The 10-year Treasury yield remains near multiyear highs, but oil prices pulled back to drop below $90 a barrel.The market continues digesting Friday's weaker-than-expected September jobs report, which reduced expectations for another Fed rate hike this month. Traders now see roughly an 80% probability that the Fed holds rates steady in October, although a December hike remains largely priced in.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Schneider Electricagreed to acquire PTCFor $205 per share in cashC.H. Robinsonagreed to acquire RXO Inc.for $30.25 per shareGE Healthcarewill acquire SOFIE Biosciences for $945M in cashTeslaCEO Elon Musk confirmed discussions between his Terafab semiconductor production initiative and TSMCUnitedHealthis under investigation by Texas AG Ken Paxton amid alleged unlawful practices2. WALL STREET CALLS:Melius calls Microsoftthe "adults in charge" of AI, upgrades to BuyDraftKingsupgraded to Buy at BofA following 47% pullbackMorgan Stanley downgraded Group 1 Automotiveto Underweight and AutoNationto Equal WeightWells Fargoupgraded to Overweight at Morgan StanleyCiti upgraded Harley-Davidsonto Buy after several years of caution3. AROUND THE WEB:Despite being two of Anthropic's largest corporate customers, Metaand Microsoftare looking to lower their employees' use of Claude, The Information reportsStarbucksis being sued by customers who claim the company falsely advertised eight protein drinks as "sugar-free" because they contain lactose, Reuters reportsAppleCEO John Ternus has effectively become the company's design chief, working in the studio several times a week, Bloomberg reportsQualcommand Armwill be facing one another in court, with Qualcomm accusing the company of withholding chip testing tools under contract, Reuters saysStablecoin Developmentappears highly speculative and considers the stock uninvestable at any price above zero, Fugazi Research says in a new research note4. MOVERS:Vaxcytegained after announcing "positive" results from OPUS-1 Phase 3 trial of VAX-31Alvotechincreased in New York after the U.S. FDA approved a supplement to the biologics license application for SimlandiUpstartwas higher after reporting originations for September and Q3Millrose Propertiesfell after Citizens downgraded the stock to Market PerformCapricorwas lower after announcing open-label extension data for Deramiocel5. EARNINGS/GUIDANCE:NeuroOne Medicalprovided guidance for Q4 and FY26Insmedbacked its brinsupri outlook for FY26inTESTprovided guidance for Q3Forum Marketsannounced its outlook for FY27Camping Worldexpects its FY26 adjusted EBITDA guidance to be below the low endINDEXES:The Dow rose 90.94, or 0.18%, to 51,267.90, the Nasdaq gained 286.45, or 1.05%, to 27,477.31, and the S&P 500 advanced 51.23, or 0.66%, to 7,773.95.
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