The Wire: Today’s Market Headlines

Every TickerRoast headline, newest first. Times are New York time. Bookmark this page and check back during the trading day.

Wednesday, October 28

• 18:05Enphase Sinks About 17% as It Guides Revenue as Low as $225 Million and Bets on AI Data Center PowerMarkets
• 18:05Vertiv Jumps After Orders More Than Double and It Adds $650 Million to Its 2026 Sales ForecastMarkets
• 18:05SSI Pays Twice in October: Why the November Check Arrives on October 30 and What Changes in 2027Personal Finance
• 18:05Amphenol Books $12.2 Billion of Orders as AI Data Centers Drive Its Communications Business Up 99%Tech & Analysis
• 18:05Alphabet Falls About 10% After Hours as Ad Sales Miss, Even With Google Cloud Up 103%Tech & Analysis
• 18:05Google Cloud Doubles to $30.7 Billion, but $51 Billion of Capex Pushes Alphabet’s Free Cash Flow NegativeTech & Analysis
• 15:31The Fed Holds at 3.75%-4%, but Two Dissents for a Hike Show How Close the Next Move Could BeMarkets
• 15:31Apple Puts OLED and Touch on the MacBook Pro for the First Time, Five Days Before Its EarningsTech & Analysis
• 14:44Oracle Jumps About 12% After Investor Day Puts a Ceiling on Fundraising and a Date on Free Cash FlowMarkets
• 04:11Oil Near $115, a Fed Decision at 2 p.m. and Microsoft and Alphabet After the Bell: Your Wednesday Morning BriefMorning Brief
• 04:11Visa Closes a Record $45.9 Billion Year, but Slower Spending Growth and Rising Incentives Cool the ReactionMarkets
• 04:11Robinhood Posts Its Biggest Revenue Quarter Ever, but a 55% Crypto Slump Drags Profit LowerMarkets
• 04:11Seagate Beats on Record Margins and Guides Higher, Yet Shares Fall After Hours as Expectations Run AheadTech & Analysis
• 04:11SK hynix Earns an 80% Operating Margin and Promises to Hand Back About $75 Billion to ShareholdersTech & Analysis

Tuesday, October 27

• 16:37Tech Lifts Wall Street as the Fed Starts a Meeting With Inflation at 3.7% and 10-Year Yields Near 5%Personal Finance
• 16:37Cintas Slides on FTC Report as Its $5.5 Billion UniFirst Deal Faces a Longer RoadMarkets
• 16:37Xylem Trims Its 2026 Outlook as Project Timing and Cautious Spending Hit RevenueMarkets
• 16:37PayPal Lifts Its 2026 Profit Outlook to $5.60 a Share, but Growth Remains in the Low Single DigitsPersonal Finance
• 16:37Corning’s AI Fiber Boom: Optical Sales Jump 44% and the Company Now Eyes a $40 Billion Run RateTech & Analysis
• 14:19Microsoft Offers Voluntary Exits to Thousands of Employees on the Eve of Its EarningsTech & Analysis
• 13:16SoFi Posts Record Revenue, Raises 2026 Guidance and Sets a $0.90 EPS Target for 2027Markets
• 13:16Royal Caribbean Beats Its Own Guidance and Says 2027 Bookings Are Running Ahead at Higher PricesMarkets
• 13:16AT&T Data Breach Settlement: Who Gets Paid, How Much, and Why the Money Has Not Arrived YetPersonal Finance
• 11:47Broadcom and Four Wall Street Firms Line Up $63 Billion to Lease AI Chips to AnthropicTech & Analysis
• 10:41Boeing Narrows Its Loss and Books $464 Million of Free Cash Flow, but Commercial Planes Still BleedMarkets
• 10:41UPS Raises Its 2026 Guidance as Pricing Offsets Fewer PackagesMarkets
• 10:41Coca-Cola Raises Its Profit Outlook Again, Even as North American Volumes StallMarkets
• 04:08EQT Bets Big on Natural Gas With an All-Stock Deal for Range ResourcesMarkets
• 04:08Morning Brief: Futures Pause Before the Fed; Boeing, Coca-Cola and UPS ReportMorning Brief
• 04:08Anthropic Files for a Nasdaq IPO: What the Prospectus Reveals About the Economics of AITech & Analysis

Monday, October 26

• 07:05OVHcloud Stock Plunges After Discounted 3% Stake SaleMarkets
• 04:39SpaceX Completes Full-Duration 33-Engine Static Fire Test Ahead of Starship Flight 15Tech & Analysis
• 04:22Morning Brief: Futures Edge Up as Oil Eases; Brazil Sinks After Lula WinMorning Brief
• 04:20Brazil ETF Plunges Overnight After Lula’s Upset Runoff Win: What It MeansMarkets
• 04:20CoreWeave, Nebius and IREN Slide as Musk Predicts a Neocloud ShakeoutTech & Analysis

Sunday, October 25

• 09:18Real Estate vs. Stocks: Why ‘Property Is Safe, the Market Is Risky’ Is a Costly MisconceptionPersonal Finance
• 08:35A $25 Billion Fine, Then a Cash Burn: Inside Meta’s Rough Week, as I See ItTech & Analysis
• 08:35I Read Moderna’s Full Melanoma Vaccine Data. Here’s Why the Stock’s Sell-Off Missed SomethingTech & Analysis
• 08:35The Week That Could Decide the AI Trade: My Notes Before the Fed and Big Tech EarningsMarkets

Saturday, October 24

• 17:11SLB Stock Jumps 7% as Q3 Earnings Beat and Management Sees a ‘Very Compelling’ 2027Markets
• 14:03Nvidia Stock Chart Analysis: 12% Off Its Record as AI Spending Fears Test Key Support LevelsTech & Analysis
• 05:00American Express Stock Falls Despite Record Revenue as It Plans to Cut About 5% of JobsMarkets
• 05:00Stock Market Week in Review: Oil Above $116, Tech Sell-Off and a Fed Meeting AheadMarkets
• 05:00AT&T and T-Mobile Shares Drop Nearly 8% as SpaceX Reportedly Seeks Cell Sites for a Fourth CarrierTech & Analysis
• 04:51Trump’s ‘Everybody Gets Healthcare’ Clip Goes Viral Again: What Health Insurer Stocks Are SayingMarkets

Friday, October 23

• 15:09Western Digital Stock: Q1 Revenue Jumps 55% as AI Storage Demand Lifts Results and GuidanceTech & Analysis
• 15:09Nasdaq Suffers Its Worst Day Since June: Is This a Market Correction?Markets
• 15:09Brent Crude Tops $114: Why Citi Now Sees More Upside Risk for OilMarkets
• 14:14Oracle’s Year-Long Stock Slide Has Erased About $200 Billion From Larry Ellison’s FortuneTech & Analysis
• 13:22A Starship Launch Every Week in 2027? Musk’s Targets and What They Mean for SpaceX StockTech & Analysis
• 13:13Elon Musk Calls Grok Bot a “Genius Employee” as AI Agents Move Into Everyday BusinessTech & Analysis
• 10:04RingCentral Stock Jumps 15% After Hours as AI Products Help Lift GuidanceTech & Analysis
• 10:04Bloom Energy Stock Falls Despite a Record Quarter: Revenue Up 138% and Guidance Raised AgainTech & Analysis
• 10:04Tesla Stock Slides After Q3 Beat: Margins Improve, but Auto Revenue Falls and Spending Questions RemainTech & Analysis
• 09:53Why Did Moderna Stock Plunge 18% on Positive Cancer Vaccine Data? Inside the Sell-the-News ReversalMarkets
• 08:51IBM Q3 2026 Beat Meets a Tough Crowd: Premarket Slide, Then a Flat FinishTech & Analysis

Thursday, October 22

• 18:28Tesla Stock Slips After Q3 Beat as Capex Cut and Slower Optimus, Robotaxi Ramps Weigh on OutlookTech & Analysis
• 18:06Meta Stock Falls 7% After Q3 Beat as AI Spending, Credit Worries Drag Nasdaq LowerTech & Analysis
• 11:43Why Is Netflix Stock Falling? Weak Advertising Outlook and Slower Growth Raise ConcernsTech & Analysis