United States, today.
The stories worth research and the dated events still to come, as the day’s reports told them, written twice a day. Every line links to the report it came from.
Written . Mool writes the notes from the day’s reports; the sources are the publishers’ own, and nothing here is a view on a security.
United States notes
Stories
EconomyFederal Reserve
The Federal Reserve held its target rate range at 3.75% to 4%; two officials dissented in favor of a different decision
CNBC
CompanyMeta, Google
Meta’s advertising revenue grew 26% in its latest quarter, compared with 12% growth in Google search revenue; the article links the gap to AI-driven changes
CNBC
CompanyMeta
Meta’s negative free cash flow raised its credit spreads and bond yields, while an announced equity offering helped calm investor concerns
CNBC
GlobalOPEC+
OPEC+ kept December oil production targets unchanged amid export disruptions linked to the Iran war
CNBC
DealPerion, Affle
Perion agreed to merge with Affle in a deal valuing Perion at $11.70 per share, a 34.5% premium to its October 30 close
Financial Times
SectorExxonMobil, Chevron, Shell, BP, TotalEnergies
ExxonMobil, Chevron, Shell, BP and TotalEnergies reported sharply higher refining or downstream earnings
CNBC
SectorS&P 500 companies
Third-quarter earnings reported by about 40% of S&P 500 companies were ahead of already high expectations
MarketWatch
PolicyU.S. farmers
The administration announced $15 billion in initiatives for farmers, including measures intended to offset higher diesel and fertilizer costs
AP
Economy
China’s factory activity contracted in October as new export orders weakened
AP
SectorSantander, Novartis, Standard Chartered
Santander, Novartis and Standard Chartered said AI was beginning to contribute to revenue, costs or profitability
CNBC
Global
Qatari mediators held talks with Iranian officials seeking to restart direct U.S.-Iran negotiations
CNBC
Global
G20 foreign ministers ended their Atlanta meeting without consensus on several global security issues
CNBC
Policy
The Fed chair said the central bank would issue seven rate decisions in 2027 and six in 2028 under a revised meeting schedule
Bloomberg
IPO
Anthropic released an IPO prospectus as concerns about AI spending and financing costs grew after major technology companies’ results
CNBC
Ahead
Amgen Q3 results
Company, AmgenFinancial Times, 28 Oct
New York Times Q3 results
Company, The New York Times CompanyFinancial Times, 4 Nov
Other markets
Make the next brief relevant to your holdings.
10 days of Pro, or of Firm on a work email address to start. No card needed.