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How Does the Gulf Threat Feed Defence Demand at Lockheed Martin (NYSE:LMT), Northrop Grumman (NYSE:NOC) and ITA (CBOE:ITA)?

Lockheed Martin (NYSE:LMT), the largest US defence contractor and maker of the F-35 fighter, reported third-quarter results before the open on Thursday, October 22, 2026. Earnings were USD 7.97 per share against estimates of USD 7.52, a beat of about 6%, while sales rose …

Vinay Lochav | 22 October 2026

Is Industrial Demand Holding Up Under 5% Yields at Honeywell (NASDAQ:HON), United Rentals (NYSE:URI) and Union Pacific (NYSE:UNP)?

Honeywell Technologies (NASDAQ:HON), the automation-focused group that remains after Honeywell separated its aerospace business, reported third-quarter 2026 results before the open on Thursday, October 22, 2026. Adjusted earnings per share rose 34% to USD 2.27 and beat estimates, which by simple arithmetic implies a …

Vinay Lochav | 22 October 2026

How Are Philip Morris (NYSE:PM), NextEra Energy (NYSE:NEE) and Procter & Gamble (NYSE:PG) Holding Up as Defensives With Yields Near 5.1%?

Philip Morris International (NYSE:PM), the maker of Marlboro outside the US, IQOS heated tobacco and ZYN nicotine pouches, reported before the open on Wednesday, October 21, 2026. Revenue rose 5.5% to USD 11.4 billion, and EPS reached a quarterly record, ahead of consensus estimates. …

Vinay Lochav | 22 October 2026

How Do 5% Yields Split Northern Trust (NASDAQ:NTRS), Blackstone (NYSE:BX), Robinhood (NASDAQ:HOOD) and American Express (NYSE:AXP)?

Northern Trust (NASDAQ:NTRS), a Chicago-based custody bank and wealth manager, reported third-quarter results before the open on Wednesday, October 21, 2026. EPS reached USD 3.40, ahead of forecasts, with year-on-year growth of between 40% and 48% depending on the measure. Net income rose 40% …

Vinay Lochav | 22 October 2026

How Did Final Stablecoin Rules Move Circle (NYSE:CRCL), Coinbase (NASDAQ:COIN), ETHA (NASDAQ:ETHA) and Strategy (NASDAQ:MSTR)?

Circle Internet Group (NYSE:CRCL), issuer of the USDC dollar stablecoin, rose about 5.6% to 6% to near USD 90.65 in afternoon trading on Wednesday, October 21, 2026. The Office of the Comptroller of the Currency (OCC) finalised its rules under the GENIUS Act, the …

Vinay Lochav | 22 October 2026

What Does Round-the-Clock Trading Mean for XRPC (NASDAQ:XRPC), IBIT (NASDAQ:IBIT) and Intercontinental Exchange (NYSE:ICE)?

Canary XRP ETF (NASDAQ:XRPC) holds XRP directly and began trading on Nasdaq in November 2025. The token led a broad crypto rally on the evening of Wednesday, October 21, 2026, as its market value rose by about USD 4.1 billion, with market data linking …

Vinay Lochav | 22 October 2026

What Do Anthropic's IPO and Tenstorrent's Round Mean for Amazon.com (NASDAQ:AMZN), IPO (NYSEARCA:IPO) and SMH (NASDAQ:SMH)?

Amazon.com (NASDAQ:AMZN) invested USD 4 billion in Anthropic in September 2023 and another USD 4 billion in March 2024. Press reports on Wednesday, October 21, 2026 said Anthropic could file its prospectus publicly as soon as Friday, October 23, with a listing before late …

Vinay Lochav | 22 October 2026

How Does Operating Leverage Expose Chipotle (NYSE:CMG), Las Vegas Sands (NYSE:LVS) and Deckers Outdoor (NYSE:DECK) to a Softer Consumer?

Chipotle Mexican Grill (NYSE:CMG), which runs more than 3,000 fast-casual restaurants mainly in the United States, fell about 5% on Wednesday, October 21, 2026. TD Cowen lowered its rating to Hold from Buy and cut its price target to USD 32 from USD 44, …

Vinay Lochav | 22 October 2026

Why Did DIA (NYSEARCA:DIA) Rise as the Dow Gained 360 Points?

SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) holds the 30 stocks of the Dow Jones Industrial Average, and the index closed up 360 points, or 0.69%, at 52,856 on Wednesday, October 21, 2026. The S&P 500 gained 0.58% and the Nasdaq Composite rose …

Vinay Lochav | 22 October 2026

Why Are QQQ (NASDAQ:QQQ) Futures Down 1.5% After Tesla and Meta?

Invesco QQQ Trust (NASDAQ:QQQ) tracks the Nasdaq 100, and futures on that index fell about 1.5% to 1.8% overnight into Thursday, October 22, 2026, with later readings close to 2%. S&P 500 futures were down about 0.8% to 1%. The move reversed part of …

Vinay Lochav | 22 October 2026
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