TradingKey

Micron Technology (MU) reiterated at a technical webinar that it sees no signs of memory supply and demand balancing over the next two years, while disclosing that HBM4 has entered the high-volume production phase. Additionally, Micron raised questions regarding the cost and future scalability of the 4F² DRAM architecture.

Rexford Industrial Realty’s Q3 2026 earnings call covered $0.60 core FFO, stronger occupancy, $1.5 billion of asset sales and higher guidance.

Preferred Bank Q3 2026 earnings call: net income reached $32.9 million, deposits rose 1.2%, NIM was 3.49%, and Q4 expenses were guided to $23–$24 million.

Kilroy Realty’s Q3 2026 earnings call covered $0.88 FFO, 815,000 square feet of leasing, stronger rent spreads and raised full-year guidance.

First Hawaiian (FHB) Q3 2026 earnings call: NIM rose to 3.30%, loans fell $115 million, guidance changed and the TriCo deal remains on track for Q4.

Eastern Bankshares (EBC) Q3 2026 earnings call covers record $111 million operating net income, 3.62% NIM, loan growth and capital returns.

GrafTech’s Q3 2026 earnings call covered a $47 million net loss, improving electrode pricing, Monterrey cost savings and 2027 margin expectations.

Customers Bancorp’s Q3 2026 earnings call covered record loans and deposits, 8% NII growth, AI productivity gains and higher full-year loan growth guidance.

Byline Bancorp (BY) Q3 2026 earnings call: record $41.8M net income, 4.33% margin, deposit growth, Q4 guidance and the Illinois State deal.

Balchem Q3 2026 earnings call: revenue rose 8.6% to a record $291 million, adjusted EBITDA reached $80 million, and all three segments grew.

General Dynamics appointed Amy Johnson as president of GDIT, effective November 3, following her 27 years at General Dynamics Mission Systems.

On Friday, October 23, Eastern Time, U.S. stocks delivered a mixed performance as the sell-off previously concentrated in tech stocks spread to other sectors. Consumer and healthcare stocks moved lower, while some chip stocks rebounded. Amid market concerns over a potential re-escalation of the U.S.-Iran conflict, WTI crude oil prices rose above $100 per barrel. At the close, the Dow Jones Industrial Average fell 1.23% to 52,215.16 points; the Nasdaq Composite Index slipped 0.21% to 25,955.34 points; and the S&P 500 Index dropped 0.52% to 7,623.68 points.

• Snowflake shares rose amid renewed investor optimism for enterprise cloud and AI solutions. • Enterprise adoption of generative AI tools accelerates core platform data consumption and scaling. • Snowflake reported annual revenue of $4.68B and a net profit of $-1.33B.

• SS&C Technologies shares declined due to weak fourth-quarter revenue guidance. • High-margin license and maintenance revenues contracted year-over-year. • Analysts maintain an average price target of $94.60.

• Zscaler reported strong momentum driven by enterprise demand for Zero Trust architecture. • Wall Street sentiment remains positive, supported by reaffirmed financial guidance and strong fundamentals. • Technical indicators show a buy signal with an RSI of 71.962.

• Uber's stock declined due to margin apprehensions and autonomous vehicle ecosystem debates. • The MACD indicates a sell signal while Williams %R suggests oversold conditions. • Analysts maintain an average price target of $102.34 with multiple Buy ratings.

• Instacart settled DOJ and EEOC claims, removing regulatory uncertainty. • Strong analyst sentiment and share buybacks boosted institutional confidence. • Strategic partnerships and resilient macroeconomic demand supported commercial expansion.

Selective Insurance Group’s Q3 2026 earnings call covered a 96.8% combined ratio, 16.9% operating ROE and higher $490 million investment income guidance.

World Acceptance’s fiscal Q2 2027 earnings call covered $1.92 adjusted EPS, 3.2% revenue growth, lower provision expense and improving delinquency.

USCB Q3 2026 earnings call: record $9.5M net income, 3.37% NIM, 10% average loan growth, and management’s Q4 margin and expense outlook.