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Brief

Celestica's blowout quarter and 2027 outlook

The biggest thing in the feed is Celestica, which rose nearly 9.7% in after-hours trading on third-quarter results that beat on every line. Adjusted EPS was $3.30 against $1.58 a year earlier, revenue $5.83 billion, up 83% year on year, both above the top of the company's own guidance, with adjusted operating margin at 8.5%, which CEO Rob Mionis called another new high. What really moved it was the forward guide: an initial 2027 outlook of $40.0 billion revenue, $21.50 adjusted EPS and a 9.0% operating margin, implying roughly 90% growth, plus a note that 2028 customer demand forecasts sit meaningfully above the 2027 revenue number. Q4 guidance is $6.275 to $6.575 billion revenue and $3.37 to $3.57 EPS, and full-year 2026 revenue was lifted to $21.0 billion from $20.5 billion with EPS to $11.55. The company also said it intends to start a new normal-course issuer bid buyback in Q4. The article notes the stock had been as much as 45% below its 52-week high of $474.025 going in, and that investor doubts about 800G and 1.6T networking programs versus customer concentration were largely what the print answered. Nothing in the broad market explained the move: the article describes the S&P, Dow and Nasdaq as essentially flat into the close.

Amkor rallies on a mixed print

Amkor Technology rose 5.1% after hours despite missing on both lines. Adjusted EPS was $0.76 against consensus near $0.77 to $0.78, revenue $1.99 billion versus roughly $2.03 to $2.04 billion expected. The offset was profitability: gross margin at 18.3% against 14.3% a year ago, operating income $225 million versus $159 million, with CEO Kevin Engel flagging record revenue in Computing and Automotive & Industrial while Communications stayed a drag. The piece also points to an expanded AI infrastructure partnership with NVIDIA announced days earlier, taking multi-year capacity commitments across Amkor's South Korea and Arizona plants to $3 billion, and notes the stock had already shed about 59% from its 52-week high. A separate headline-only item frames the same move as the stock rising 4% after hours.

Nucor meets consensus and slips

Nucor went the other way, down about 0.5% after hours to $256. Q3 diluted EPS was $5.80 on net sales of $11.25 billion, matching consensus almost exactly, and management guided Q4 earnings to be in line with or modestly above Q3, language the article reads as underwhelming given how the stock had run into the print. It opened at $262.13 and touched $262.86 before the release. Barclays had raised its target to $306 from $295 ahead of the report with an Overweight rating. The article also flags a trailing P/E near double the five-year median and net insider selling over the past year. A headline-only item adds that revenue topped estimates even as EPS met.

Whirlpool and the rest of the earnings tape

Whirlpool is covered only by headlines here, which say it missed by $1.25 with revenue short of estimates and the stock tumbled 8% on weak guidance and the Q3 miss. The rest of the earnings headlines split both ways: misses at Greenbrier (by $0.43), Sun (by $0.12), Capital Bancorp (by $0.03) and Alexandria Real Estate (by $3.70, though revenue topped), in-line results with soft revenue at Custom Truck One Source, and beats at Flexsteel, Hawkins (shares up 12%), Agilysys (which fell anyway despite raised guidance), Rambus (beat but fell on guidance), Brixmor, Northwest Bancshares, Simpson Manufacturing, Dorman and CB Financial. Cadence Design Systems is headlined as a beat-and-raise with the stock surging. JetBlue headlines conflict in tone: one says shares jumped on Q3 results and the 2027 outlook, another says it posted a wider loss on surging fuel costs. Public Storage missed Q3 estimates but raised its 2026 outlook.

Customers Bancorp at a 52-week low

Customers Bancorp hit a 52-week low of $20.45, on a 6.24% dividend yield, a 9.61 P/E and a beta of 1.53, with the one-year change still positive at 2.39%. The article gives no reason for the low and in fact recaps a strong Q3: EPS $2.25, up 10% sequentially, ROE 14%, net interest income over $208 million (up 8%), loans up nearly $500 million to $18.5 billion, deposits up 4% to a record $22.6 billion, margin at 3.19% with a September run rate near 3.25%, non-interest expense down to $113.4 million, and full-year guidance raised to 12%-plus loan and 9%-plus deposit growth. The bank also claimed AI tools cut loan underwriting cycle time by 95% and commercial deposit onboarding by over 90%.

Mostly filings and chart posts

A large share of the 200 items is regulatory boilerplate with no content behind the headline: Form 8-K notices for D.R. Horton, Nasdaq, Celestica, Amkor, Rambus, Whirlpool, AZZ, Clearwater Paper, C&F Financial, H2O America, NewHydrogen, Applied Materials, Cincinnati Financial, the three Gladstone entities and others, Form 144s for Euroseas and Symbotic, a run of Form 4 director filings at the New York Times, and routine insider sale disclosures at Goldman Sachs, MIAX, First Interstate and Beacon Financial. Alongside that sits a block of Nasdaq screen-generated "crosses critical technical indicator" and oversold alerts, and a long tail of TradingView chart ideas on gold, EURUSD, DXY, bitcoin, ETH and the indices. None of it carries substance worth pulling out.

Corporate and sector odds and ends

A few headline-only items are worth knowing exist: Intel is to acquire quantum computing software firm Classiq; Applied Materials is raising its Besi stake to roughly 20%; Bank of America, Blackstone, Citi and Morgan Stanley are reported arranging $63 billion of AI financing; Ben & Jerry's is said by the WSJ to be exploring a deal with a KKR executive to separate the brand from its owner; Truelink Capital is to acquire Johnson Controls' intrusion unit; and a US judge declined to block Eli Lilly's weight-loss drug ads, ruling against Novo Nordisk. On commodities, headlines report sugar, cocoa and coffee all falling on a decline in the Brazilian real, and natural gas at a new six-and-a-quarter-month low on warm forecasts. Two Reuters/Ipsos poll headlines carry Trump approval rising to 32% from a record low a week earlier, and Democrats leading Republicans 47% to 36% on the generic congressional ballot.

20 read in full, 200 items in the section

Feed

159 stories · 159 newCross-publisher stories only
  1. Pinned
  2. 159 new
  3. ETH — TRIANGLE CONSOLIDATION PENDING
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  4. Latest Gold Analysis and Trading Plan
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  5. The 4-year cycle only makes sense IF …
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  6. Form 4 Amazon.com Inc For: 27 October
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  7. Taiwan stocks higher at close of trade; Taiwan Weighted up 0.00%
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  8. EURUSD Market Outlook, October 27, 2026
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  9. XAUUSD: Can Gold Rebound From 3940?
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  10. Earnings call transcript: WeWork India posts strong Q2 2027 growth as margins widen
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  11. Britain’s retail prices rise at fastest pace in two-and-a-half years
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  12. CoreWeave’s AI Boom Has a Financing Problem
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  13. XAUUSD M15 — Bearish Liquidity Target
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  14. Morning Market Brief [27.10.]
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  15. Paylocity director Steven Sarowitz sells $3.7M in company stock
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  16. ETHUSDT Analyses-80, October 27, 2026
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  17. Guidewire Software CEO Michael Rosenbaum sells $224,628 in shares
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  18. Marsh & McLennan VP Stacy Mills sells $243,000 in company stock
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  19. Form 4 DAVEY TREE EXPERT CO: Matthew Christopher Harris (Director) For: 26 October
    Investing.com - UK 2 itemsalso Investing.com - UK
  20. Form 144 Medpace Holdings For: 27 October
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  21. BTC | Daily
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  22. NZDCHF:Bullish Breakout and Retest Setup
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  23. Australia shares higher at close of trade; S&P/ASX 200 up 0.46%
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  24. AUDCAD
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  25. Selective Insurance director Cynthia Nicholson sells $364,342 in stock
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  26. Form 144 FIFTH THIRD BANK For: 27 October
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  27. Classic sell on ZINC Fut
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  28. CDC Deputy Director Jennifer Shuford to leave Trump administration, Washington Post reports
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  29. NQ Power Range Report with FIB Ext - 10/27/2026 Session
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  30. How Long Will Gold Continue to Fall?
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  32. Why is CITIC Securities stock sliding today?
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  33. AUDUSD: Straight to Premium or Pullback First?
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  34. Dell Technologies director sells $930,120 in shares
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  35. Form 13D/A URSB Bancorp For: 27 October
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  36. Citic Securities shares fall on soft Q3 profit
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  37. Bearish reversal at strong resistance?
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  38. Fundamental Market Analysis for October 27, 2026 GBPUSD
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  39. Bearish reversal setup for the Bitcoin?
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  40. MSCI general counsel Robert Gutowski sells $1.48M in stock
    Investing.com - news 2 itemsalso Investing.com - UK
  41. Form 144 Dime Community Bancshares For: 27 October
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  42. The Elephant Jungle 10/27/26 Page 1
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  43. Dodla Dairy Approaches Key Monthly Demand Zone
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  44. THCCL Trade based on alligator
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  45. Goldman Sachs names top EU construction stocks amid market headwinds
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  46. BTC/USDT – Breakdown Keeps $75K in Play
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  47. Silver Monthly buy zone
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  48. risk 13550
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  49. Form 4 Standex International Corp: Andy L. Nemeth (Director) For: 22 October
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  50. Form 144 GUIDEWIRE SOFTWARE For: 27 October
    Investing.com - UK 9 items
  51. Nifty outlook. 27.10.2026
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  52. Morning Bid: All eyes on AI
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  53. IREN | Weekly
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  54. +52%, +39%, +22%: Our AI just called these blue-chip breakouts
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  55. Bearish drop off?
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  56. AUDCAD – Sell the Rally?
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  58. Earnings call transcript: AceVector posts 17% revenue growth in Q2 2026
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  60. Back to our PUMP,
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  61. XAUUSD: Market Analysis and Strategy for October 27
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  62. Why is ZAI stock rallying today?
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  63. Blackstone-backed AirTrunk secures $2.98 bln green loan for Sydney campus
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  64. $BTC: CAN BULLS PUSH TOWARD $83K?
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  65. Weekly Map: Bitcoin’s Downside Risk Builds
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  66. Potential bullish rise?
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  67. Bitcoin: A Key Signal | The Bottom May Be Near
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  68. XAUUSD: Can Gold's Next Bounce Break the Downtrend?
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  69. Form 144 IRIDIUM COMMUNICATIONS INC For: 27 October
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  70. PIBTL outlook for current fiscal quarter
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  71. GBPJPY: Sellers Have the Upper Hand
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  72. Bullish bounce setup?
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  73. Polkadot Lost $1 Again. Is the 0.95 Zone Next?
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  74. IBM launches agent identity and security tools for AI governance
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  76. Bullish bounce off?
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  77. Gold potential sell
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  78. Bullish bounce at pullback support?
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  79. American Public Education chief innov. & tech officer sells $59,898 in stock
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  80. Form 4 New York Times Company: Rebecca van Dyck (Director) For: 22 October
    Investing.com - UK 8 itemsalso Investing.com - UK
  81. Form 4 PRUCO LIFE INSURANCE COMPANY For: 27 October
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  82. NVDA: Relief Rally or Trend Reversal?
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  83. Bullish rise?
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  84. XAGUSD: The Bearish Move Isn’t Over
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  85. short
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  86. Capital City Bank Group director William Butler buys $20,019 in stock
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  87. Form DEF 14A AEON Biopharma For: 26 October
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  88. Form 144 RYDER SYSTEM INC For: 26 October
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  89. Asia chipmaking, AI stocks surge on Anthropic IPO cheer
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  90. XAUUSD: Is Gold's Rebound a Liquidity Trap?
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  91. JUDGE ASKS FOR NOTIFICATION AS PUBLIC GOLF COURSE PROJECT, IN WASHINGTON, D.C., IS BUILT. DEPARTMENT OF THE INTERIOR TO APPEAL THIS UNCONSTITUTIONAL REQUEST. We are closing the East Potomac Golf Course Site as scheduled on November 15th in order to renovate and rebuild for Competitive (with other such projects!), Safety, Modernization, and Aesthetic reasons. We believe this Project is totally “as of right,” and that the judge does not have the Constitutional Right to “ask for or receive notices,” which are time-consuming, unnecessary, expensive, and unconstitutional. We will immediately appeal this decision. When completed, it is anticipated that this Course, which will be open to the Public, at a reduced rate for those living in Washington, D.C., will be one of the finest anywhere in the World! It will be fully capable of holding Major Events such as The U.S. Open, The PGA Championship, The Ryder Cup, and The Presidents Cup, which will bring Great Economic Benefits, Growth, and Prestige to Washington, D.C. and, indeed, the entire surrounding area. The Development of this World Championship Public Facility must begin, immediately, if it is to be completed in a timely and seasonal manner. To have to give advanced notices to a judge who has no expertise in Golf, Architecture, Landscaping, Construction, or anything else having to do with building such a World Class Project, is not fair, appropriate, or Constitutional. The soil, grass, sand bunkers, tees, fairways, greens, seawalls, small and nondescript buildings, and virtually every other element of the existing Course and grounds are far beyond their intended or expected life. In its current form, the Course is extremely dangerous to play, in that the narrow and nondescript fairways are far too close together, leading to a constant barrage of people being hit with wayward shots, and the echoing throughout the air of the word, “FORE!” The judge has absolutely no right to hold up this very important and beautiful Project. We are asking the D.C. Circuit Court for immediate remedy. Thank you for your attention to this matter. President DONALD J. TRUMP
    Trump (Truth Social)