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The First
To provide audio news squawks in 1998. Entering our second decade of market moving analysis.
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Professional analysts broadcasting 24 hrs for American, European and Asian markets.
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Analyst teams are recognized globally as the fastest source for market intelligence.
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Top Stories
| 17:09 | AMKR 17:00 ET Q3 call: Two new 2.5D networking and data-center programs are expected to come online in Q4. The flagship HDFO CPU program continued scaling throughout Q3, while an additional HDFO CPU program for a hyperscaler began ramping during the quarter; management sees advanced packaging as a meaningful growth driver over coming years. |
| 16:15 | AVGO $63B financing transaction to fund AI compute capacity for Anthropic; Deliveries expected to start in 2027 |
| 17:09 | CDNS 17:00 ET Q3 call: Raises FY26 revenue outlook to 21% growth and non-GAAP EPS by $0.30 to $8.40, citing strong business momentum, expanding technology leadership and AI growth opportunities. |
| 17:10 | SSD 17:00 ET Q3 call: Q3 sales growth was pricing-led, with global volumes relatively flat: pricing contributed 2.5 percentage points to 2.3% revenue growth, including approximately $10M of pricing benefit in North America. Dealer conversions, customer wins and new-product adoption supported performance despite broader market softness. |
| 17:11 | GBX 17:00 ET Q4 call: Customer interest previously “stymied” is beginning to return; inquiries have increased across most railcar types, supported by rail traffic growth and rail’s cost advantage versus trucking at current fuel prices. Q4 orders reached 3,400 cars worth ~$600M, the year’s highest order value, with book-to-bill nearly 1—the strongest since Q3 FY24. |
| 16:17 | CLS Reports Q3 $3.30 v $3.02e, Rev $5.83B v $5.50B; Raises FY26 outlook, initial FY27 above estimate; Demand environment continues to be very robust |
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FICC
| EUR/USD | 1.12 | (0.04%) |
| USD/JPY | 157.58 | (-0.44%) |
| GBP/USD | 1.33 | (0.93%) |
| Gold | 4031 | (-16.38%) |
Indices
| S&P 500 | 7714.5 | (-1.19%) |
| Canada S&P/TSX 60 | -- | (0%) |
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