🚨 PREMARKET MOVERS 🚨 Nobyembre 2: 30 minuto hanggang sa bell 📈 SKE · Skeena Resources · +9.2% · $29.27 📈 IDXX · Idexx Laboratories · +7.9% · $595.00 📈 FOX · Fox · +7.4% · $60.37 📈 GFI · Gold Fields ADR · +5.4% · $34.70 📈 BILI · Bilibili · +5.1% · $13.33 📈 HMY · Harmony Gold Mining · +4.8% · $15.15 📈 XPEV · XPeng · +4.8% · $9.47 📈 RIVN · Rivian Automotive · +4.7% · $12.74 📈 ASX · ASE Technology · +4.7% · $41.35 📈 MAR · Marriott · +4.7% · $417.97 📉 $PGEN · Precigen · -29.1% · $4.92 📉 CHKP · Check Point · -8.0% · $140.01 📉 SSL · Sasol · -5.4% · $16.29 📉 LITE · Lumentum · -5.2% · $796.97 📉 EQNR · Equinor ASA · -5.1% · $46.27 📉 SM · SM Energy · -4.7% · $38.48 📉 RIG · Transocean · -4.5% · $6.63 📉 VG · Venture Global · -4.3% · $14.16 📉 AXSM · Axsome Therapeutics · -4.1% · $138.50 📉 ECO · Okeanis Eco Tankers · -3.8% · $97.46

Mas mababang rates na may 10-taon na malapit sa 4.9% ay hindi signal ng pagbabalik ng housing; ito ay demand na na-advance sa isang nababawasan na consumer. Nakakatanggap ang HD ng relief rally; hindi ito nakakatanggap ng mga fundamentals na nagpapatotoo dito.

Ang mga operasyon ni Microsoft ay nagkamit ng $58.0B na pera noong nakaraang kuartal. Ang pagbuo ay gumastos ng $39.4B. Ang dividend ay gumastos ng $6.8B. Ang buyback ay gumastos ng $4.4B. Ang natira sa lahat ng tatlo: halos $7.5B. Dalawang araw pagkatapos, umabot ito sa bond market para sa hanggang $25B. Ang $MSFT ay nakatapos ng bumaba ng 1.55% ngayon.

🔴 Form 144: isinilang upang magbenta · Okt 30 🔴 $LLY · ELI LILLY & Co · Lilly Endowment, INC., Insider · $405.2M 🔴 ANET · Arista Networks · Andreas Bechtolsheim, 10% holder · $45.2M 🔴 STNG · Scorpio Tankers · Lauro Emanuele +1 · $34.8M 🔴 WMT · Walmart · Kumar Suresh, Officer · $20.5M 🔴 NBHC · National Bank Holdings · John Steinmetz, Insider · $12.0M 🔴 LTH · Life Time Group Holdings · Bahram Akradi, Officer · $11.9M 🔴 NP · Neptune Insurance · Trevor Burgess, CEO · $11.9M 🔴 GKOS · GLAUKOS · Navratil Tomas, Officer · $10.6M 🔴 AER · AerCap Holdings · Kelly Aengus, CEO · $9.6M 🔴 FDX · Fedex · Brightman Tracy B, Officer · $8.2M 🔴 GILD · Gilead Sciences · Daniel O'day, Officer/Dir · $7.6M 🔴 MA · Mastercard · Craig Vosburg +1 · $7.0M 🔴 CUBB · Customers Bancorp · Way T Lawrence, Director · $4.2M 🔴 LHX · L3Harris Technologies · Christopher Kubasik, Officer · $4.2M 🔴 MAX · MediaAlpha · Thompson Patrick Ryan, Affiliate · $4.1M 🔴 LECO · Lincoln Electric · Steven Hedlund, Officer · $4.1M 🔴 UAL · United Airlines Holdings · Hart Brett J, Officer · $4.0M 🔴 VLTO · Veralto · Trivedi Surekha, Officer · $4.0M 🔴 TYL · Tyler Technologies · Moore H Lynn JR, Officer/Dir · $3.9M 🔴 FTV · Fortive · Underwood Peter C, Officer · $3.1M 🔴 AYI · Acuity Inc. (De) · Ashe Neil, Officer · $2.9M 🔴 MAS · Masco · Cole Kenneth G., Officer · $2.8M 🔴 AEYE · Audioeye · David Moradi, Officer · $2.6M 🔴 YUM · Yum Brands · Aaron Powell, Officer · $2.5M 🔴 CROX · Crocs · Ronald L Frasch, Director · $2.3M 🔴 ROP · Roper Technologies · Stipancich John K, Officer · $2.0M 🔴 ISRG · Intuitive Surgical · Fredrik Widman, Officer · $2.0M 🔴 NI · Nisource · Jefferson William Jr., Officer · $1.8M 🔴 BROS · Dutch Bros · Dm Trust Aggregator, 10% holder · $1.6M 🔴 REGN · Regeneron Pharmaceutical · Michael S Brown, Director · $1.6M 🔴 R · Ryder System · Havens Thomas M., Officer · $1.6M 🔴 KNTK · Kinetik Holdings · ISQ Global Fund II, 10% holder · $1.2M 🔴 WING · Wingstop · Donnie S Upshaw, Officer · $1.1M 🔴 SLB · Slb Limited · Ralston Dianne B., Officer · $1.1M 🔴 CVNA · Carvana · James Danforth Quayle, Director · $1.0M Ang Form 144 ay isang abiso ng INTENSYON na magbenta, hindi isang natapos na pagbenta. Ang kumpletong Form 4 ay susundan sa loob ng dalawang araw ng paggawa.

🏁 PAGPAPALABAS SA KAMANAN 🏁 Oktubre 30: pinakamabuting at pinakamasamang performance ngayon na may 30 min na natitira 📈 CDNA · CareDx · +20.0% · $85.81 📈 FDXF · FedEx Freight · +14.9% · $126.05 📈 MEOH · Methanex · +13.0% · $70.89 📈 REGN · Regeneron · +12.2% · $919.01 📈 CVCO · Cavco Industries · +11.5% · $610.24 📈 GPN · Global Payments · +10.6% · $94.83 📈 GDDY · GoDaddy · +9.2% · $115.62 📈 BTSG · BrightSpring Health · +9.1% · $65.67 📈 VLTO · Veralto · +8.6% · $113.00 📈 CBOE · Cboe Global Markets · +7.6% · $338.20 📉 $INTC · Intel · -30.6% · $63.87 📉 RDDT · Reddit · -29.8% · $91.03 📉 CACC · Credit Acceptance · -19.6% · $462.64 📉 RBLX · Roblox · -19.1% · $42.46 📉 ILMN · Illumina · -18.6% · $236.12 📉 AGIO · Agios · -18.4% · $30.36 📉 BFAM · BRIGHT HORIZONS · -18.3% · $54.73 📉 TFII · TFI International · -16.2% · $94.28 📉 CSQR · Csquare · -16.1% · $12.55 📉 TWLO · Twilio · -16.0% · $203.25

Sinabi sa atin ng mga malalaking teknolohiya ito linggo na tataas ang batas sa AI. Ngayon, bumaba ang merkado dito, ngunit hindi ang mga nagmamalupit. Nakatapos ang Amazon, Microsoft at Alphabet sa ilalim ng dalawang porsyento. Nawala ang AMD, Dell, Marvell at SanDisk ng sampu hanggang apatnapu porsyento. Matakot ka na sobra ang pagmamalupit at benta ang nagbabayad. Ngunit bumaba ang merkado sa lahat ng nagtatanggap ng bayad. Ito ay isang pagkakataon na pinapresyo ang pagbawas sa budget, hindi takot sa pagmamalupit. $AMZN

Ilang kompanya sa infrastruktura ng AI ang nag-ulat sa loob ng 24 oras. Lahat ng apat ay lumampas. Pagsusulong: Teradyne +70%, Vertiv +61%, GE Vernova +27%, Microsoft +19%. Mga stocks: Vertiv +16.5%, Microsoft walang pagbabago, GE Vernova -1.9%, Teradyne -3.2%. Ang pinakamabilis na lumalago ay ang pinakamalala na performa. Hindi ito isang posisyon. Parehong Vertiv at Teradyne ay bumaba ng halos 18% sa buong buwan. Ang nagpapagkakaiba sa kanila ay ang forward book. Nilikha ng Vertiv ang susunod na quarter na higit sa kung ano ang kanilang nakamit at sinabi na dumoble ang mga order. Lumampas ang Teradyne sa pinakamataas na bahagi ng kanilang gabay, tapos inilagay ang susunod na quarter sa antas ng kung ano ang kanilang naidulot. Hindi ang pagsusulong ang kinabayaran ngayon.

🚨 MIDDAY MOVERS 🚨 Oktubre 29: pinakamalaking galaw sa gitna ng araw 📈 ADT · ADT · +33.6% · $9.90 📈 GKOS · Glaukos · +31.8% · $239.21 📈 CROX · Crocs · +26.0% · $150.77 📈 BHC · Bausch Health · +23.1% · $8.52 📈 INSM · Insmed · +18.0% · $114.41 📈 CVNA · Carvana · +15.2% · $68.04 📈 TXT · Textron · +14.4% · $89.61 📈 FTAI · FTAI Aviation · +13.9% · $190.44 📈 BOOT · Boot Barn · +13.5% · $128.61 📈 NCLH · Norwegian Cruise · +13.4% · $18.20 📉 $IOVA · Iovance · -35.2% · $9.60 📉 NOW · SERVICENOW · -25.3% · $112.10 📉 SFM · Sprouts Farmers · -21.7% · $48.53 📉 FTNT · Fortinet · -21.5% · $136.70 📉 ALNY · Alnylam · -17.5% · $191.69 📉 HLN · Haleon · -15.3% · $8.47 📉 SCI · Service · -12.9% · $71.75 📉 AUR · Aurora Innovation · -12.1% · $4.47 📉 MRVL · Marvell Technology · -11.8% · $221.87 📉 FTRE · Fortrea · -11.7% · $22.84

🏁 PAGPAPALABAS PATUNGONG KAMANAN 🏁 Oktubre 28: pinakamahusay at pinakamalala ngayon na may 30 min na natitira 📈 $AXGN · Axogen · +31.0% · $49.09 📈 GMAB · Genmab A/S ADS · +28.3% · $57.32 📈 VRT · Vertiv · +17.2% · $244.33 📈 STLA · Stellantis N.V · +13.7% · $4.71 📈 SKHY · SK hynix · +13.1% · $164.37 📈 BEAM · Beam Therapeutics · +12.9% · $28.11 📈 EAT · Brinker · +12.4% · $221.06 📈 ORCL · Oracle · +12.3% · $146.58 📈 FLEX · Flex · +11.7% · $93.14 📈 ICLR · Icon · +11.7% · $204.31 📉 FFIV · F5 · -20.2% · $366.45 📉 ENPH · Enphase Energy · -17.4% · $24.59 📉 LSTR · Landstar System · -17.0% · $140.12 📉 CSGP · CoStar · -15.9% · $26.92 📉 SLS · SELLAS Life · -15.5% · $10.29 📉 LPLA · LPL Financial · -14.6% · $271.30 📉 EDU · New Oriental · -12.5% · $50.73 📉 LOGI · Logitech · -12.2% · $98.14 📉 LII · Lennox International · -12.2% · $326.63 📉 CHRW · C.H. Robinson · -12.2% · $126.11

Ang MSFT ay nag-print ng $90B na kita habang nag-uusap ang lahat tungkol sa Fed. Nanatili ang net margin at ROIC. Sa ganitong sukat, ang pagkakatulad ay ang flex: maraming kumpanya ang magpapalit ng rate cut para sa mga numero na ito. $MSFT