The $SPX is near record highs, yet it's barely moved since June despite a 15% jump in forward earnings estimates. Valuations are contracting as investors question whether growth can last. Is this a healthy reset or a warning sign? Read the latest Big Picture column: briefing.com/todays-free-fea… #Earnings #AI #OilPrices #FederalReserve #TreasuryYields #stockmarket #TheBigPicture

$VZ: Verizon beat earnings expectations and raised FY26 guidance for the third straight quarter. Phone subscriber additions surged as churn and acquisition costs fell, driving record profitability. Is Verizon's turnaround gaining momentum? Full analysis: briefing.com/story-stocks/ar… #VZ #Earnings #wireless #Telecom #stocks

Dip buyers are returning, but conviction looks thin. AI stocks are rebounding as oil prices ease, yet concerns about funding the AI buildout persist. With Big Tech earnings and Fed decisions ahead, can the recovery gain traction? briefing.com/in-depth-analys… $SPY $QQQ $DIA $TNX $USO $TLT $META $SPCX $EWZ #earnings #AI #FederalReserve #oil #Brazil #buythedip #StockMarket #premarket #analysis #PageOne

$FICO: FICO downgraded to Equal Weight from Overweight at Wells Fargo, tgt $735 briefing.com/calendars/updow…

$TSLA: Tesla upgraded to Overweight from Equal Weight at Barclays, tgt $450 briefing.com/calendars/updow…

$EQT: EQT to acquire Range Resources $RRC in an all-stock merger that values the combined company at more than $50 billion in pro forma enterprise value

$META: Meta launches $35 billion equity financing plan to support AI infrastructure and personal superintelligence investment.

$XNCR: Xencor selected 400 mcg/kg as XmAb819’s proposed Phase 3 dose after Phase 1 data showed a 45.5% confirmed response.

$PBR, $EWZ, and $XP are gapping down pre-market after Lula da Silva won Brazil’s presidential election in an upset.

$SGRY: Bon Secours Mercy Health is discussing purchasing a stake in Surgery Partners.

Gapping up: $XNCR +36.2% $SGRY +23.5% $RRC +13.5% $HHH +4.7% $AVBP +4% Gapping down: $XP -48.7% $NU -26.8% $EWZ -25.3% $BAK -21.7% $PBR -21%

$DECK: Deckers Outdoor beat earnings expectations, but tariff refunds boosted results and its FY27 EPS outlook. Underlying guidance actually softened as revenue missed estimates and consumer demand slowed. Will holiday sales help restore momentum? briefing.com/story-stocks/ar… #DECK #Retail #Earnings #hoka #ugg #footwear #apparel #investing

$WDC: Western Digital is trading lower despite a strong earnings beat and Q2 guidance well above expectations. AI-driven cloud demand is accelerating, but concerns about infrastructure funding and future HDD supply are overshadowing impressive growth. briefing.com/story-stocks/ar… #WDC #Earnings #AI #datacenters #stocks #Investing

Where have the dip buyers gone? The AI trade remains under pressure, oil prices are climbing, and even better-than-expected earnings aren't attracting buyers. With $SPX and $NDX futures pointing lower, what's needed to restore confidence? briefing.com/page-one?utm_ca… $SPY $QQQ $DIA $TNX $USO #AI #Earnings #oil #premarket #analysis #pageone

$DECK: Deckers Outdoor downgraded to Underweight from Neutral at Piper Sandler, tgt $75 briefing.com/calendars/updow…

$MSM: MSC Industrial upgraded to Buy from Hold at Jefferies, tgt $135; upgraded to Overweight from Equal Weight at Stephens, tgt $135. briefing.com/calendars/updow…

$BE: Bloom Energy delivered Q3 earnings of $0.94 per share versus expectations of $0.68, with revenue reaching $1.235 billion and management raising full-year guidance. However, negative free cash flow of $180 million, compared with expectations for positive cash flow of $84 million, is tempering enthusiasm amid growing scrutiny of AI infrastructure financing.

$CCI: Crown Castle surging nearly 10% following reports that SpaceX $SPCX is pursuing access to at least 80,000 U.S. cellular sites as it expands Starlink Mobile. The potential infrastructure partnership could create a significant growth opportunity for tower operators while intensifying competitive pressure on established wireless carriers.

$DECK: Deckers Outdoor beats by $0.24, misses on revs; raises FY27 EPS guidance; lowers FY27 revenue guidance.