Events in the US Today (EDT):

• 9:00am - FOMC Member Clarida Speaks [2/3 Volatility]
• 10:30am - FOMC Member Bostic Speaks [2/3 Volatility]
  • Dallas Fed Mfg Business Index (Aug) [1/3 Volatility]
• 11:30am - 3&6-Month Bill Auction [1/3 Volatility]
• Apple and Tesla trade today at their new post-split prices.
• United Airlines on Sunday said that it will permanently scrap fees to change domestic flights and allow customers who want to depart earlier or later the same day to fly standby without paying a $75 same-day change fee.
• Barclays questioned AAPL stock price saying it sees more downside than upside. It said that Apple shares have "decoupled from fundamentals as the stock price increase has vastly exceeded the change in consensus estimates,".
• The U.S.-listed, Shanghai-based firm NIO sold 88.5 million American depositary receipts at $17 apiece, according to an emailed statement Monday. It initially planned to sell only 75 million shares.
• 13 companies have filed IPOs to begin trading the 2nd week of September, post-Labor Day.
• The low volume days of late summer should be a hallmark of the week ahead, but there could also be window dressing trades around the month’s end, as investors rebalance holdings.

Events in the World Today (EDT):

• DAY - UK Bank Holiday
• 2:30am - Switzerland Retail Sales (YoY-Jul) [2/3 Volatility]
• 3:00am - Spain CPI & HICP (YoY-Aug) [2/3 Volatility]
• 5:00am - Italy CPI (MoM-Aug) [2/3 Volatility]
• 7:25am - Brazil BCB Focus Market Readout [2/3 Volatility]
• 8:00am - German CPI (MoM-Aug) [2/3 Volatility]
• 8:30am - Canada Building Permits (MoM-Jul) [2/3 Volatility]
  • Canada RMPI (MoM-Jul) [2/3 Volatility]
• 6:30pm - Australia AIG Manuf. Index (Aug) [2/3 Volatility]
• 6:45pm - New Zealand Building Consents (MoM-Jul) [2/3 Volatility]
• 7:30pm - Japan Jobs/Applications Ratio (Jul) [2/3 Volatility]
• 7:50pm - Japan Capital Spending (YoY-Q2) [2/3 Volatility]
• 9:30pm - Australia Building Approvals (MoM-Jul) [2/3 Volatility]
  • Australia Current Account (Q2) [2/3 Volatility]
• 9:45pm - China Caixin Manufacturing PMI (Aug) [3/3 Volatility]
• 11:35pm - Japan 10-Yr JGB Auction [2/3 Volatility]
• Equities in Japan outperformed peers in Asia, bolstered by Berkshire Hathaway Inc.’s purchase of stakes in five major trading companies, one of billionaire Warren Buffett’s biggest investments in the nation.
• Chinese economic activity continued to rebound in August as the world’s second-largest economy emerged from the virus slump.
  • China says manufacturing activity expanded in August, slightly missing expectations/
• China’s five largest banks reported their biggest profit declines in at least a decade as they brace for further increases in bad loans in an economy weakened by the coronavirus pandemic.
• India now has the fastest-growing daily coronavirus caseload of any country in the world, reporting more than 75,000 new cases for four straight days in a country of 1.4 billion people. The government wants to reopen all schools starting Tuesday.

Earnings Before Open:

• Catalent (7:30), Regis Corporation (6:00)

Earnings After Close:

• Zoom (4:05), ScanSource, Montrose

Earnings This Week

Events in the US Today (EDT):

• 9:00am - FOMC Member Clarida Speaks [2/3 Volatility]
• 10:30am - FOMC Member Bostic Speaks [2/3 Volatility]
  • Dallas Fed Mfg Business Index (Aug) [1/3 Volatility]
• 11:30am - 3&6-Month Bill Auction [1/3 Volatility]
• Apple and Tesla trade today at their new post-split prices.
• United Airlines on Sunday said that it will permanently scrap fees to change domestic flights and allow customers who want to depart earlier or later the same day to fly standby without paying a $75 same-day change fee.
• Barclays questioned AAPL stock price saying it sees more downside than upside. It said that Apple shares have "decoupled from fundamentals as the stock price increase has vastly exceeded the change in consensus estimates,".
• The U.S.-listed, Shanghai-based firm NIO sold 88.5 million American depositary receipts at $17 apiece, according to an emailed statement Monday. It initially planned to sell only 75 million shares.
• 13 companies have filed IPOs to begin trading the 2nd week of September, post-Labor Day.
• The low volume days of late summer should be a hallmark of the week ahead, but there could also be window dressing trades around the month’s end, as investors rebalance holdings.

Events in the World Today (EDT):

• DAY - UK Bank Holiday
• 2:30am - Switzerland Retail Sales (YoY-Jul) [2/3 Volatility]
• 3:00am - Spain CPI & HICP (YoY-Aug) [2/3 Volatility]
• 5:00am - Italy CPI (MoM-Aug) [2/3 Volatility]
• 7:25am - Brazil BCB Focus Market Readout [2/3 Volatility]
• 8:00am - German CPI (MoM-Aug) [2/3 Volatility]
• 8:30am - Canada Building Permits (MoM-Jul) [2/3 Volatility]
  • Canada RMPI (MoM-Jul) [2/3 Volatility]
• 6:30pm - Australia AIG Manuf. Index (Aug) [2/3 Volatility]
• 6:45pm - New Zealand Building Consents (MoM-Jul) [2/3 Volatility]
• 7:30pm - Japan Jobs/Applications Ratio (Jul) [2/3 Volatility]
• 7:50pm - Japan Capital Spending (YoY-Q2) [2/3 Volatility]
• 9:30pm - Australia Building Approvals (MoM-Jul) [2/3 Volatility]
  • Australia Current Account (Q2) [2/3 Volatility]
• 9:45pm - China Caixin Manufacturing PMI (Aug) [3/3 Volatility]
• 11:35pm - Japan 10-Yr JGB Auction [2/3 Volatility]
• Equities in Japan outperformed peers in Asia, bolstered by Berkshire Hathaway Inc.’s purchase of stakes in five major trading companies, one of billionaire Warren Buffett’s biggest investments in the nation.
• Chinese economic activity continued to rebound in August as the world’s second-largest economy emerged from the virus slump.
  • China says manufacturing activity expanded in August, slightly missing expectations/
• China’s five largest banks reported their biggest profit declines in at least a decade as they brace for further increases in bad loans in an economy weakened by the coronavirus pandemic.
• India now has the fastest-growing daily coronavirus caseload of any country in the world, reporting more than 75,000 new cases for four straight days in a country of 1.4 billion people. The government wants to reopen all schools starting Tuesday.

Earnings Before Open:

• Catalent (7:30), Regis Corporation (6:00)

Earnings After Close:

• Zoom (4:05), ScanSource, Montrose

Earnings This Week

-Apple up if $14b profit. up 5% if $15.5b profit+

-Amazon stable and then up on higher revenues

-Microsoft up on $17.2b services revenue crazy growth unmatched anywhere except Apple service growth

-Tesla down but up once Gigafactory 3 finishes and production ramps up and easier to deliver on other side of world

-jpmorgan / Morgan Stanley up even if rates get cut a third time

-Goldman, Bank of America, Citigroup small up but investors will be mad at another miss (miss for Goldman)

• Netflix investors are mad that US subscribers were flat for a 2nd quarter in a row on the subscription price increases that went into effect in April

• Charles Schwab, Etrade, td ameritrade all did well and got slammed. Interest rates got cut twice still did well. Etrade guides up regardless. Up.

• Johnson and Johnson depends if marketing effects sales we’ll see stable

-Wells Fargo did well but lawsuits hid performance

• Taiwan semi up with Apple and did well. AMD guides up 47% revenue yoy growth and there are still tariffs.

-coca cola continued revenue growth looks good

-American express, visa, PNC up but lower rates negatively affect them just like the banks. MasterCard did the best out of them YoY

-SAP strong cloud growth

-Logitech slowed a little in growth but still growing. PC market strong

-McDonald’s returned to small revenue growth for first time since 2014. Has been cutting costs and revenues historically but too much competition.

• Snapchat outperformed and expands revenue growth but has runup a lot. They have a lot of people 210m is a lot. Premium service

• Texas Instruments did poorly for chips - downside forecast 3.0-3.3b vs 3.6b revenue

• UPS did well even with amazon expanding to 65 plane leases and buying 20,000 Mercedes vans to deliver

• FedEx was affected negatively by amazon leaving and fell 10%. We remain to see this quarter I think

• chipotle did well but investors sold off regardless along with McDonald’s who was also received negatively

• PayPal rallied on Venmo data but slight up

• ford down bad sales chance to steal GM sales on strike

• ebay down terrible performance

• twitter up politics with Facebook and trump

• Intel up on more pc sales and CPUs aren’t scarce

• Barclays up

• Verizon and ATT and T-Mobile have 5G buildout. T-Mobile says they’re ahead of schedule of build and will eventually merge with sprint next year -google grew revenue at 20% YoY vs 19% last quarter and 16% Q1. They need more profit but are setup. Uncertain time for them like amazon due to bad profits

• spotify good profits and has Samsung preinstalls for 6months Free, but guided for slight operating loss (could still profit on finance income) and then after that steady rise to $60b market cap over 2 years

• AMD will be in PlayStation and Xbox and works with amazon servers / etc good long term setup and I liked their forecast despite the hate

• alibaba up if they get $3b profit or more

• funko up and buyout by Disney

• Starbucks up on healthy revenue growth

• GE impossible time predict but will do well once boeing recovers? I don’t know enough but they build engines and revenues have been falling since 2016

• nintendo and Sony. Nintendo is stronger this year than ever but switch lite sales can disappoint. Nintendo online subscriptions were new I forget when. Sony sales peaked in March quarter but if they return to growth next quarter they’ll be fine. I think we’re in the late stages of console growth so I don’t expect much.

Tariffs to watch december 15 affects iPhones and laptops so that’s the only major event I can think of. I have CNBC now and trump twitter enabled as alerts to know about the market

Your Weekly /r/stocks Recap

Friday, September 20 - Thursday, September 26

Top 5 Posts | score | link to comments | --|--|-- Beyond Meat stock soars 15% after McDonald’s announces Canadian test of its plant-based burgers | 680 | 139 comments Netflix CEO admits there will be ‘tough competition’ as streaming wars heat up with Apple and Disney | 565 | 171 comments Barclays: Netflix stock is ‘very expensive’ as it needs millions more subscribers than it can get | 460 | 126 comments In 5 years, Tesla's marketcap increased by ≈ 39%, its share price tumbled by ≈ 3% | 368 | 161 comments I bought Slack at $34.41, shares are now $21.60 and I'm down 37% | 347 | 230 comments

 

4 Most Commented | score | link to comments | --|--|-- INVESTING Netflix is negative for the year now and Wall Street analysts are starting to panic | 318 | 160 comments Analyst initiates Roku with sell rating, says cost of streaming devices going to 'zero' | 188 | 107 comments Nike shares hit all-time high as new products drive sales, earnings top expectations | 290 | 81 comments So many loss-making companies are IPOing, and I find myself fascinated by their ultimate path to profitability- and if they can ever get there. | 213 | 78 comments

 

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>Why would they need to do this? Didn't Apple brag about how well Apple Pay was doing?

What's wrong with adding fuel to the fire? It doesn't sound like it costs Apple anything.

Moreover cashiers still look confused when I ask to pay using my phone. It hasn't hit critical mass yet and it has room to grow.

Apple's Pay revenue was <$10b last Q (probably <$5B). V and MA's revenues are ~$20B each, so plenty of room to expand :)

>Yeah, that should play out as well as Beth and Jerry's marriage in "Rick and Morty".

Eh store cards aren't anything new. I'm sure GS has had plenty of data to have made an informed decision. Ditto Apple who already had a relationship with Barclays.

Hey what's up r/StockMarket! Happy Saturday to all. :)

Here is everything you need to know to get you ready for the trading week beginning November 19th, 2018.

Trump's trade war with China could disrupt the traditional Thanksgiving week rally - (Source)

> As stocks enter the short Thanksgiving holiday week, investors looking for any signs of a market comeback are paying close attention to trade developments with China.

> President Donald Trump gave the market a boost Friday when he said he was hopeful the U.S. and China would strike a deal on trade, a major focus for stocks. But White House officials later downplayed his comments and said there were no signs of a deal coming soon.

> Stocks closed with gains in the S&P 500 and Dow on Friday and a slight loss in the Nasdaq. But the past week was the first negative week in three, with the S&P down 1.6 percent, and Nasdaq off more than 2 percent as tech took a pounding and Apple lost more than 5 percent on the week.

> "Everyone knows the 800-pound gorilla in terms of risk is the meeting between Trump and Xi," said Julian Emanuel, chief equities and derivative strategist at BTIG. The market has been hanging on every development ahead of Trump's meeting with China President Xi Jinping at the G-20, which begins at the end of the month.

> In the week ahead, Wednesday brings durable goods, consumer sentiment and existing home sales data. Retailers continue to report earnings, with Target, TJX, Best Buy and Kohl's all expected Tuesday.

> More often than not the Thanksgiving week is a good time for stocks, but strategists have also been warning the market could retest the October lows before heading higher. According to the Stock Trader's Almanac, the Dow was up in the week before Thanksgiving 19 of the past 24 years. Since 1988, the Almanac says, the Dow was higher Wednesday and Friday of Thanksgiving week 18 of 29 times.

> Strategists had been expecting the post-midterm election period to be a positive for stocks, with the market heading higher in the fourth quarter. But with the recent turbulence, the midterm pattern and even a Santa rally have been in doubt.

> "We have been thinking of this basically as the typical 10 percent plus correction that we've seen numerous times since the bull market started in 2009. There is literally nothing we have seen over the last seven or eight weeks that would lead us to believe otherwise," said Emanuel. "The correction started with the uncomfortableness of rates rising too fast, similar to February, and then in the middle of the stock market turn down, it flipped to extreme growth fear. In our view, neither point of view is warranted."

> Emanuel said it may also be a positive that the Fed has slightly changed its tone to sound more dovish. He said that was his perception when Fed Chairman Jerome Powell spoke Thursday and indicated that positive growth overseas is important. The markets have been concerned about global growth being impacted by falling commodities prices, the higher dollar and trade friction.

> Positive trade developments could be a catalyst that could snap the stock market out of its funk and ignite a year-end rally, but strategists also say a negative outcome could keep the market under pressure.

CFRA investment strategist Lindsey Bell said "we see the trade dispute with China as the single most concerning issue facing the market near-term."

> "Not much may come from the [Trump-Xi] meeting, which the market may be able to absorb, but a lack of a trade deal or an escalation of the current situation without a plan for resolution by year end could result in an ugly start to 2019 for global equities as well as the U.S.," Bell wrote.

> Some strategists believe there could be some signs of progress made at the Argentina G-20, but Trump may still raise tariffs to 25 percent in January and put tariffs on more goods.

> Emanuel said even just signs of potential progress would be a positive. "The president is sensitive to the stock market as a reflection of how people are judging his performance. He looks at the weakness of the several weeks with probably as much, if not more, concern than the average investor, given all the headwinds he's going to face politically, given the fact you now have a divided government," said Emanuel. "If we're right, there's going to be some sort of progress you can point to. The market will rally well in advance [of the meeting.]"

> Barclays economists Friday said in a note that they see more signs of a possible U.S.-China agreement, as the dialogue between the two countries has become more productive ahead of the G-20.

> "The potential outline of an agreement: A smaller trade deficit and increased market access in exchange for tariff relief. In our view, a 'framework agreement' at the G20 could include commitments by the Chinese to purchase more US exports — primarily in agriculture and aircraft — and steps to increase openness to the Chinese economy for US services companies," they wrote.

> (Click Here to read the full article!)

This past week saw the following moves in the S&P:

(CLICK HERE FOR THE FULL S&P HEAT MAP FOR THE PAST WEEK!)

Major Indices for this past week:

(CLICK HERE FOR THE MAJOR INDICES FOR THE PAST WEEK!)

Major Futures Markets as of Friday's close:

(CLICK HERE FOR THE MAJOR FUTURES INDICES AS OF FRIDAY!)

Economic Calendar for the Week Ahead:

(CLICK HERE FOR THE FULL ECONOMIC CALENDAR FOR THE WEEK AHEAD!)

Sector Performance WTD, MTD, YTD:

(CLICK HERE FOR FRIDAY'S PERFORMANCE!)

(CLICK HERE FOR THE WEEK-TO-DATE PERFORMANCE!)

(CLICK HERE FOR THE MONTH-TO-DATE PERFORMANCE!)

(CLICK HERE FOR THE 3-MONTH PERFORMANCE!)

(CLICK HERE FOR THE YEAR-TO-DATE PERFORMANCE!)

(CLICK HERE FOR THE 52-WEEK PERFORMANCE!)

Percentage Changes for the Major Indices, WTD, MTD, QTD, YTD as of Friday's close:

(CLICK HERE FOR THE CHART!)

S&P Sectors for the Past Week:

(CLICK HERE FOR THE CHART!)

Major Indices Pullback/Correction Levels as of Friday's close:

(CLICK HERE FOR THE CHART!)

Major Indices Rally Levels as of Friday's close:

(CLICK HERE FOR THE CHART!)

Most Anticipated Earnings Releases for this week:

(CLICK HERE FOR THE CHART!)

Here are the upcoming IPO's for this week:

(CLICK HERE FOR THE CHART!)

Friday's Stock Analyst Upgrades & Downgrades:

(CLICK HERE FOR CHART LINK #1!)

(CLICK HERE FOR CHART LINK #2!)

#Financials

• C/Citigroup – the co is considering setting up an onshore cash equities business in China and expanding research coverage of Chinese stocks – Reuters http://reut.rs/2xW02lJ
• European banks – Italy is asking the ECB to ease new NPA rules – Reuters http://reut.rs/2z1Vbgu
• Payday loans the subject of new regulations – payday lenders will need to assess whether borrowers can repay their loans – WSJ. http://on.wsj.com/2wC7mib
• Standard Chartered – regulators in Europe and Asia are looking into $1.4B worth of private bank client assets that were transferred from Guernsey to Singapore before new tax transparency rules were introduced – Bloomberg. https://bloom.bg/2hRHkFt

#Industrials

• Aerospace – Reuters highlights an internal memo at Bombardier that says that the company has spent more than $2.4B on US aerospace suppliers last year. The memo is intended on showing the impact on the US economy if Bombardier’s CSeries is kept out of the US market. Reuters https://goo.gl/n3Ussf
• EasyJet – This morning’s pre-close trading update points to a 2% upgrade of the FY17 PBT guidance range from £380m-420m to £405m-410m. For FY18, guided c.+6% capacity growth implies c.1% downside to our expectation and we believe closer to c.2% relative to consensus. EZJ points to positive unit revenue momentum (ex FX), but with an expectation of continued yield pressure for the full year citing ongoing capacity growth (+5% market growth in FQ1 alone). Combe https://goo.gl/DNEBkL
• HON – the WSJ reported on Thursday evening that HON is interested in acquiring Evoqua, a privately held wastewater treatment company that is said to be worth ~$3B including debt. Evoqua has been running a so-called dual-track process, simultaneously preparing for an IPO while running a takeover auction. WSJ https://goo.gl/st3THx
• SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg.
• ULH preannounces – co. preannounced and sees 3Q EPS of $0.22 - $0.25 vs. st. $0.23 on revs of $300-305M vs. st. $307M. Qualitatively, management said that "The third quarter is shaping up to be a good quarter for us… s capacity continues to tighten, I believe we are well positioned to take advantage of the strengthening freight environment. We are optimistic for the remainder of the year, and very excited about the road ahead." ULH preannouncements typically don’t move the trucking sector given its small size and lack of coverage. That being said ULH will underperform, and it wouldn’t be surprising to see some neg. read-through to the sector given the run it’s been on over the last month. Press release
• WHR – it was announced during Thursday’s trading session that Whirlpool has won the backing of the US ITC regarding its trade case against foreign manufacturers. The WSJ recaps the case and highlights that the panel has a December 4th deadline to send recommendations to the White House. The administration would then have two months to decide whether or not to impose import limits. WSJ https://goo.gl/MAqbwP
• OA downgraded to hold from buy at Jeffries, Wells Fargo

#Materials

• Aluminum foil – the US Dept. of Commerce said on Thursday that it would defer on issuing its preliminary determination in its anti-dumping investigation against Chinese aluminum foil imports. Reuters https://goo.gl/iUb8T8
• RGLD production update – the co. said on Thursday evening that its wholly owned subsidiary RGLD Gold AG sold approximately 61,000 gold equivalent ounces comprised of approximately 48,000 gold ounces, 537,000 silver ounces and 1,170 tonnes of copper related to its streaming agreements during its fiscal FY18 quarter. Press release https://goo.gl/oWBMS7
• Rio Tinto – Bloomberg reports that Rio Tinto is weighing the sale of Europe’s largest aluminum smelter. The plant has an annual production capacity of 270K tons and has drawn interest from PE firms. The co. is also weighing the sale of its aluminum smelter in Iceland. Bloomberg https://goo.gl/7M9FNY
• SUM, ASHG – SUM has made a rival bid for ASHG as it looks to scuttle the existing Ash Grove-CRH PLC transaction. Ash Grove’s board said the offer could result in a superior proposal and that it would engage in talks with the third party. Bloomberg
• ALB downgraded to neutral from buy at Goldman Sachs

#Energy

• Canadian oil – the WSJ discusses how Thursday morning’s announcement that TransCanada’s decision to end development of two energy pipelines is another setback for Canadian oil producers, who are clamoring to get their landlocked oil and gas to markets in Europe and Asia. https://goo.gl/rmg6T9
• Russia, Saudi Arabia – the WSJ highlights the growing relationship between Russia and Saudi Arabia following this week’s meetings between Russia’s Putin and Saudi’s King Salman. WSJ https://goo.gl/mmF1ED
• Solar – Bloomberg highlights how the US solar industry is coordinating with disaster-relief organizations in Puerto Rico, where 90% of homes and businesses still have no electricity following Hurricane Maria. The efforts being carried out are largely humanitarian and aim to show what it can offer (solar panels and batteries) in place of conventional power plants and grids. Bloomberg https://goo.gl/G71JYW
• Tropical storm Nate – WTI is down ~50bps on Friday morning as investors are cautious ahead of Tropical Storm Nate, which is currently off the coast of Nicaragua and could hit the gulf region. The storm could soon intensify into a hurricane and has prompted several producers to shut down production in the region. Reuters https://goo.gl/YMJvf9
• VLO downgraded to neutral from overweight at J.P. Morgan (full note: https://goo.gl/TK1Q7k)
• HFC downgraded to underweight from neutral at J.P. Morgan (full note: https://goo.gl/pR7yKd)
• APC upgraded to overweight from neutral at Atlantic
• FRAC initiated underweight at Barclays
• OGE downgraded to market perform from outperform at Wells Fargo

#Tech

• AMZN: the one market where Amazon is failing to dominate: Hollywood. The WSJ discusses AMZN’s failure to become a force in content. WSJ. http://on.wsj.com/2xZcJtr
• BRKS - has acquired 4titude, Ltd., a manufacturer of scientific consumables for biological sample materials, for $65MM cash. Management expects the acquisition will be accretive to Brooks’ non-GAAP earnings within the first quarter of ownership.
• GIMO – Elliot’s takeover talks w/the company have ground to a halt according to Reuters over price disagreements – Reuters http://reut.rs/2fNCepo
• HPQ, Samsung – China said it will approve HPQ’s purchase of Samsung’s printer business – Reuters http://reut.rs/2y06khP
• QCOM, AAPL – a tear-down analysis of the new Apple Watch finds it contains a lot of QCOM silicon. EE Times. http://ubm.io/2wCmWue
• SNCR - On October 4, 2017, SNCR and Siris determined to restart discussions regarding a potential transaction. Specifically, Siris is offering to buy Intralinks for $915MM cash, invest $185MM for a convert worth ~20% of SNCR’s common shares, and cancel the ~6MM SNCR common shares it now owns.
• Uber – the co’s leadership is finally nearing a point of stability following months of uncertainty and turmoil; Benchmark is said to be satisfied by recent changes – WSJ. http://on.wsj.com/2kpFsV4

#Tech Events – calendar of events coming up over the next few weeks

• TECD, WDAY analyst meeting – Tues 10/10.
• CUDA earnings – Tues night 10/10.
• TIVO – the ITC is scheduled to issue its final determination in the TIVO/CMCSA case by 10/10.
• SNCR – exclusivity period w/Siris expires on Wed 10/11.
• BOX, HPQ, LSCC, WDC analyst meeting – Thurs 10/12.
• Tata Consultancy earnings – Thurs morning 10/12.
• EXFO earnings – Thurs night 10/12.
• NFLX earnings – Mon night 10/16.
• ADTN, CREE, IBM, LRCX earnings – Tues night 10/17.
• BHE, EBAY, LLNW earnings – Wed night 10/18.
• ADS, SAP, TSMC, VZ earnings – Thurs morning 10/19.
• MXIM, NCR earnings – Thurs night 10/19.
• GLW, INFY earnings – Tues morning 10/24.
• AKAM, IRBT, T, TSS, TXN earnings – Tues night 10/24.
• V earnings – Wed morning 10/25.
• CLGX, DLR, FFIV, NOW, NXPI, PLXS, XLNX earnings – Wed night 10/25.
• Aixtron, CCMP, CHTR, CMCSA, ENTG, Nokia earnings – Thurs morning 10/26.
• ATEN, CDNS, EXPE, FLEX, FTNT, GOOGL, INTC, MSFT, NATI, VDSI, VRSN earnings – Thurs night 10/26.
• AAPL iPhone X – presales begin Fri 10/27.
• CGNX, RTEC earnings – Mon night 10/30.
• FB/TWTR testifying before Senate on Russia and the election – Wed 11/1.
• GRMN, ORBK earnings – Wed morning 11/1.
• CAVM, CSGS, FB, MANT, QCOM, ULTI earnings – Wed night 11/1.
• AAPL, CRUS, UNIT earnings – Thurs 11/2.
• AAPL iPhone X – hits store shelves Fri 11/3.
• ADP – shareholder meeting Tues 11/7.
• NTGR analyst meeting – Wed 11/8
• SNCR – Nasdaq has granted the co a listing requirement exemption until Mon 11/13
• CA analyst meeting – Wed 11/15
• CSCO earnings – Wed night 11/15.
• AMAT earnings – Thurs night 11/16.

Since the start of 2014, Apple shares are up 44.64 percent, compared to Microsoft's 28.51 percent gain or Google's 5.08 percent decline in nonvoting GOOG C class shares and 4.26 percent decline in standard GOOGL A class shares. Barclays analyst Ben A. Reitzes also raised his price target for Apple today, from $120 to $140, noting that increased customer demand for larger-screened iPhones and iPads, the introduction of the Apple Watch, and the unveiling of new services like Apple Pay could significantly expand the company's margins. Canaccord Genuity similarly raised its price target for Apple to $135 on Tuesday, noting "Apple dominated the handset industry operating profits and captured a remarkable 86% of (Q3) 2014 handset industry profits and should grow its share of industry profits during Q4 2014."