MS Morgan Stanley

Alphabet (NASDAQ:GOOGL) – Alphabet exceeded expectations in Q3, with earnings per share of $2.12, surpassing the $1.85 estimate, and revenue of $88.27 billion, beating the forecast of $86.30 billion. Net income rose to $26.3 billion. YouTube’s ad revenue reached $8.92 billion, while the Other Bets division saw revenue expand to $388 million. Google Cloud revenue, the report’s highlight, generated $11.35 billion, a 35% increase, driven by AI, offsetting investment costs. Shares rose 5.6% in pre-market after a 1.8% rise on Tuesday.

AMD (NASDAQ:AMD) – AMD reported adjusted EPS of 92 cents as expected, with revenue up 18% to $6.82 billion, surpassing the $6.71 billion estimate, driven by MI300 accelerators. The data center segment doubled sales, with a 122% year-on-year rise in AI-focused Instinct GPUs. For Q4, AMD projects revenue around $7.5 billion, slightly below the $7.55 billion analyst expectation, indicating slower-than-expected AI sales growth. Shares fell 8.2% pre-market after a 4.0% gain on Tuesday.

Reddit (NYSE:RDDT) – Reddit recorded Q3 revenue of $348.4 million, surpassing the $313.6 million estimate. A positive EPS of 16 cents contrasted the expected 7-cent loss. Net income reached $29.9 million, though daily active users slightly missed projections at 97.2 million. For Q4, Reddit forecasts revenue between $385 million and $400 million, bringing 2024 total revenue to an expected $1.26-$1.27 billion, above the $1.20 billion analyst prediction. Shares jumped 23.9% pre-market after a 2.6% rise on Tuesday.

Snap Inc. (NYSE:SNAP) – Snap exceeded Q3 expectations with an adjusted EPS of 8 cents versus the expected 5 cents, and revenue of $1.37 billion, a 15% increase, slightly above the $1.36 billion estimate. Daily active users reached 443 million, exceeding targets. However, Q4 revenue guidance fell below expectations, between $1.51 billion and $1.56 billion. Shares rose 9.5% pre-market following a 1.7% gain on Tuesday.

Qorvo (NASDAQ:QRVO) – Qorvo surpassed Q2 expectations with an EPS of $1.88 over the forecasted $1.84, and revenue of $1.05 billion, beating the $1.03 billion estimate. For Q3 2025, the company projects EPS between $1.10 and $1.30 and revenue around $900 million, below consensus expectations. Shares dropped 18% pre-market after a 0.2% Tuesday rise.

UBS Group AG (NYSE:UBS) – UBS exceeded Q3 expectations with net income of $1.4 billion, nearly double the forecast of $740 million. Total revenue reached $12.3 billion, surpassing the $11.5 billion estimate, while operating expenses fell to $10.3 billion. Credit Suisse integration advances, with phase one migrations completed in Luxembourg and Hong Kong. Shares rose 0.8% pre-market following a 1.3% increase on Tuesday.

Chipotle Mexican Grill (NYSE:CMG) – Chipotle reported Q3 net income of $387.4 million with an adjusted EPS of 27 cents, beating the 25-cent estimate. Revenue rose 13% to $2.79 billion, below the $2.82 billion forecast. Same-store sales increased 6%, slightly below the 6.3% expectation. Shares dropped 6.6% pre-market following a 0.2% dip on Tuesday.

Visa (NYSE:V) – Visa exceeded fiscal Q4 expectations, with net income of $5.3 billion and EPS of $2.65, surpassing the $2.57 forecast. Revenue totaled $9.6 billion, ahead of the $9.49 billion estimate. Payment volume grew 8%, driven by a “stable and resilient” consumer and strong value-added services, notably in marketing. Visa also announced a 13% quarterly dividend increase and plans to lay off 1,400 employees, including 1,000 in tech roles, aiming to streamline international operations. Shares rose 1.7% pre-market after a 0.8% Tuesday drop.

First Solar (NASDAQ:FSLR) – First Solar posted an adjusted EPS of $2.91, missing the $3.11 expectation, with revenue of $887.7 million, below the $1.08 billion forecast. The company cut its annual earnings projection to $13.00-$13.50 per share and revenue between $4.1 billion and $4.25 billion. First Solar believes competitors may be infringing on its TOPCon solar technology patents and has sent legal notices after investigating potential violations since July. Shares fell 8.6% pre-market after a 2.6% Tuesday decrease.

Chubb (NYSE:CB) – Chubb reported record net income of $6.7 billion for the first nine months, up 16.9% year-on-year, with operating profit at $6.75 billion (+13.8%). In Q3, net income reached $2.32 billion (+13.8%) and operating profit was $2.33 billion (+14.3%). Year-to-date EPS was $16.38 (+18.8%). Shares rose 0.3% pre-market following a 1.0% drop on Tuesday.

Enovix (NASDAQ:ENVX) – Enovix reported Q3 revenue of $4.3 million, up from $3.8 million in the previous quarter, with a net loss of $22.5 million, an improvement from the $115.9 million loss in Q2. For Q4, Enovix expects revenue between $8 million and $10 million, with operating expenses around $48.6 million. Shares rose 9.0% pre-market after a 6.8% drop on Tuesday.

Mondelez International (NASDAQ:MDLZ) – Mondelez reported Q3 net revenue of $9.2 billion, surpassing the analyst forecast of $9.11 billion. Adjusted EPS came in at 99 cents, higher than the projected 85 cents. Gross profit margin increased to 40.5%, driven by lower costs and higher prices. Demand grew in Europe, North America, and China, offsetting declines in Latin America. The company maintained its annual guidance.

Caesars Entertainment (NASDAQ:CZR) – Caesars reported an unexpected Q3 loss of 4 cents per share, against an expected profit of 12 cents. Sales declined 4% to $2.87 billion, below the $2.92 billion estimate, impacted by competition and construction disruptions in New Orleans. Shares fell 5.0% pre-market after a 0.6% decrease on Tuesday.

GSK (NYSE:GSK) – The UK-based GSK maintained its 2024 outlook despite an unexpected Q3 decline in vaccine demand. Core EPS fell by 1% to 49.7 pence, while revenue dropped 2% to £8.01 billion. Vaccine sales declined by 15%, though specialty medicine sales rose by 19%. Shares fell 3.9% pre-market after a 0.8% Tuesday increase.

Apple (NASDAQ:AAPL) – Apple is expected to report its highest quarterly revenue growth in two years, driven by strong iPhone demand, particularly in China. Investors are watching for initial responses to the iPhone 16 as the company expands AI investments. Analysts predict a 5.7% revenue increase, with iPhone sales up 3.8% and services up 13.3%, despite regulatory challenges and a one-time $10 billion tax rate. Shares fell 0.3% pre-market following a 0.12% gain on Tuesday.

OpenAI, Broadcom (NASDAQ:AVGO), TSMC (NYSE:TSM) – OpenAI is collaborating with Broadcom and TSMC to develop proprietary AI-focused chips, integrating new AMD chips alongside Nvidia to meet high infrastructure demands. OpenAI, though considering building its own factories, will prioritize partnerships and cost optimizations, with plans for a custom chip by 2026. Broadcom shares fell 0.7% pre-market, and TSMC shares also dropped 0.7%.

Getty Images (NYSE:GETY) – Former Stream Global Services and 3Com CEO Scott Murray was sentenced to 10 months in prison after pleading guilty to launching a false $4 billion bid to acquire Getty Images, aiming to inflate stock prices. The scheme allowed him to sell shares quickly, profiting approximately $1.49 million.

Sony Group (NYSE:SONY) – Sony will shut down Firewalk Studios, developer of the shooter game Concord, which was pulled shortly after its release this year. The mobile game studio Neon Koi, which hadn’t launched any titles, will also close, affecting around 210 employees. Shares rose 0.8% pre-market after a 0.6% gain on Tuesday.

Netflix (NASDAQ:NFLX) – Netflix announced that Global Public Policy VP Dean Garfield and Communications Chief Rachel Whetstone are departing. Shares increased 0.3% pre-market following a 1.4% Tuesday rise.

Paramount Global (NASDAQ:PARA) – Independent filmmaker David Ellison will gain control of his family’s interests in Paramount Global following a merger between Skydance Media and Paramount. The Ellison family and RedBird Capital Partners are acquiring Paramount shares and purchasing National Amusements Inc. from the Redstone family, with finalization expected next year. Shares declined 0.1% pre-market after a 0.4% increase on Tuesday.

Tupperware Brands (USOTC:TUPBQ) – A U.S. bankruptcy judge approved Tupperware’s asset sale to creditors, allowing the company to emerge from bankruptcy while retaining most operations. Creditors, including Stonehill Capital and Alden Global, will provide $23.5 million in cash and debt relief. Tupperware plans a digital and asset-light model in core markets.

Lovesac (NASDAQ:LOVE) – Lovesac agreed to pay $1.5 million to settle SEC charges that two former executives concealed $2.2 million in shipping expenses, manipulating accounting to meet Wall Street targets. The settlement avoided financial restatements but resulted in “materially misleading financial statements,” according to the SEC.

Bank of America (NYSE:BAC) – Bank of America is weighing potential legal action following a CFPB investigation into its use of Zelle for fund transfers. This investigation reflects concerns about rising Zelle fraud, now the leading U.S. peer-to-peer payment network, and involves regulatory discussions to resolve or litigate the case. Shares dropped 0.6% pre-market after a 0.2% Tuesday decline.

Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Apollo Global Management (NYSE:APO) – At the Future Investment Initiative, Goldman Sachs and Morgan Stanley CEOs projected a surge in corporate deals in 2025, with major firms going public globally. Apollo Global CEO Marc Rowan noted that a Trump presidency could further boost mergers and acquisitions, as well as investment liberalization.

Charles Schwab (NYSE:SCHW) – Charles Schwab will extend 24-hour trading within two weeks, allowing clients to access top U.S. stocks and hundreds of ETFs. Supported by Blue Ocean Technologies, full rollout is set for early 2025, starting with active traders. Shares rose 0.4% pre-market following a 0.2% decline on Tuesday.

BlackRock (NYSE:BLK) – BlackRock is now the sole contender in talks to acquire HPS Investment Partners, with a deal possible by year-end, according to Bloomberg. If an agreement falls through, HPS may pursue an IPO, targeting an $11 billion valuation or partial sale.

L3Harris Technologies (NYSE:LHX) – L3Harris subsidiary Aerojet Rocketdyne has doubled its production of GMLRS rocket engines, heavily used in Ukraine, to meet global demand. This boost responds to U.S. stock depletion and ongoing missile usage in the Ukraine and Middle East conflicts, driving an increased need for armaments.

Boeing (NYSE:BA) – Governors from Utah, Missouri, and Montana urged Boeing and the IAM union to resolve a nearly seven-week strike involving 33,000 machinists, citing economic impacts on states and suppliers. Boeing has paused supplier purchases, leading to layoffs and production cuts, with no new talks planned. The union met in person with Boeing for the first time since rejecting a contract offer, with Acting Labor Secretary Julie Su mediating. Shares remained steady pre-market after a 1.5% rise on Tuesday.

Toyota Motor (NYSE:TM) – Toyota reported an 8% decline in global production for September, with drops in the U.S. (14%) and China (19%) due to disruptions, including a temporary suspension of Grand Highlander and Lexus TX SUVs in the U.S. over airbag issues. Global sales fell 7%, pressured by EV competition in China. Shares rose 1.1% pre-market following a 0.3% Tuesday decline.

BHP Group (NYSE:BHP) – After a failed $49 billion bid for Anglo American in May, BHP shifted focus to other growth opportunities. Chairman Ken MacKenzie highlighted a $3.25 billion deal with Lundin Mining to expand copper operations in South America. Targeting a 30% reduction in operational emissions by 2030, BHP seeks further partnerships and plans to continue coal operations for several decades. Shares rose 0.3% pre-market.

McDonald’s (NYSE:MCD) – McDonald’s faces a consumer class-action lawsuit following an E. coli outbreak linked to onions in Quarter Pounders. Plaintiffs Amanda McCray and William Kraft, who experienced symptoms, claim they wouldn’t have purchased the product if they’d known of the risk. The lawsuit, filed in federal court in Chicago, seeks over $5 million in damages.

Chewy (NYSE:CHWY) – Keith Gill, also known as “Roaring Kitty,” has exited his stake in Chewy. In July, he disclosed a 6.6% position in the pet supply retailer, surprising the market since he is better known for his investment in GameStop, now led by former Chewy founder Ryan Cohen. Shares dropped 1.5% pre-market after a 0.4% Tuesday decline.

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