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Algerian parliament elects Khalida Boufedeche its first woman speaker

VISA: CONSUMER AND BUSINESS SPENDING REMAINS RESILIENT

VISA Q3 PAYMENTS VOLUME UP 10% ON CONSTANT-DOLLAR BASIS, CROSS-BORDER VOLUME UP 13%

FORD RAISES FY ADJ EBIT VIEW TO $10B-$11B FROM $8.5B-$10.5B, BLUE EBIT TO $5B-$5.5B, PRO EBIT TO $7B-$7.5B; SEES MODEL E EBIT LOSS ~$4B, RAISES FCF VIEW TO $6B-$7B, HOLDS CAPEX VIEW AT $9.5B-$10.5B

FORD BLUE EBIT $1.14B BEATS EST $792.7M; PRO EBIT $1.72B DOWN 26% Y/Y; MODEL E EBIT LOSS $919M NARROWER THAN EST LOSS $1.09B; NET LOSS INCLUDES $3.6B CHARGE TIED TO BLUEOVAL SK JV

FORD Q2 ADJUSTED EPS $0.42 BEATS EST $0.36; FORD BLUE REV $26.1B, PRO REV $17.8B, MODEL E REV $1.0B (MISSES EST $1.31B), ALL VS ESTS $25.68B/$17.73B/$1.31B

VISA Q3 REVENUE $11,600 MLN BEATS EST $11,387 MLN; NET INCOME $5,600 MLN, EPS $2.97; ADJUSTED NET INCOME $6,300 MLN BEATS EST $6,144 MLN, ADJUSTED EPS $3.32 TOPS EST $3.23

MONDELEZ: 2026 OUTLOOK EXCLUDES ANY POTENTIAL USMCA-COMPLIANT TRADE TARIFF CHANGES, SEES CURRENCY TRANSLATION BOOSTING 2026 REVENUE GROWTH BY ~2.0% AND ADJUSTED EPS BY $0.05

MONDELEZ Q2 REVENUE $9,355 MLN BEATS EST $9,203 MLN, ORGANIC SALES GROWTH 2.2%; EPS $1.20, ADJUSTED EPS $0.73 TOPS EST $0.68, ADJUSTED NET INCOME $943 MLN BEATS EST $855.8 MLN, NET INCOME $1,548 MLN, GROSS MARGIN 42.6%

SEAGATE SEES Q1 REVENUE $4,000-4,200 MLN AND ADJUSTED EPS $7.10-7.50, BOTH WELL ABOVE ESTIMATES OF $3,749 MLN AND $5.80; CITES ROBUST CLOUD DATA CENTER DEMAND, SEES MOMENTUM CONTINUING INTO 2027 AND DURABLE LONG-TERM DEMAND FOR MASS CAPACITY STORAGE

SEAGATE TECHNOLOGY Q4 REVENUE $3,629 MLN BEATS EST $3,485 MLN; EPS $5.58, ADJUSTED EPS $5.71 TOPS EST $5.09; NET INCOME $1,294 MLN, GROSS MARGIN 52.3%, DIVIDEND $0.74

$V Visa Q3 2026 Earnings Adj. EPS $3.32, est. $3.23 Rev. $11.6B, est. $11.4B Total Visa processed transactions $71.7B, est. $71.17B

MONDELEZ Q2 EPS $1.20 ON NET INCOME $1,548 MLN, GROSS MARGIN 42.6%; ADJUSTED EPS $0.73 BEATS EST $0.68 WITH ADJUSTED NET INCOME $943 MLN TOPPING EST $855.8 MLN

*VISA 3Q ADJ EPS $3.32, EST. $3.23

*FORD 2Q ADJ EPS 42C, EST. 36C

*FORD SEES FY ADJ. EBIT $10B TO $11B, SAW $8.5B TO $10.5B

TRUMP ADMINISTRATION TO END MEDICARE DRUG PLAN SUBSIDY AFTER 2026 — WSJ

NASDAQ UNOFFICIALLY CLOSES DOWN 36.43 POINTS OR 0.15% AT 24,895.65 S&P 500 UNOFFICIALLY CLOSES UP 18.42 POINTS OR 0.25% AT 7,431.60 DOW JONES UNOFFICIALLY CLOSES UP 551.84 POINTS OR 1.06% AT 52,761.92

UKMTO has reported a potential incident involving a ship near the coast of Saudi Arabia in the Red Sea.

🔴 MOC IMBALANCE S&P 500: -364.1 MLN NASDAQ 100: 284.8 MLN DOW 30: 326.5 MLN MAG 7: -11.2 MLN $MACRO