♟️ Wednesday 4 November 2026 Wed, 4 Nov 2026

Aquirian subsidiary Drillforce has been selected as preferred supplier for a proposed 24-month drilling and blasting contract valued at approximately A$32 million. The work is expected to start in the January quarter of 2027, but the Strategic Framework Agreement remains under final negotiation.

Latitude 66’s four exploration permits covering the KSB Project in northern Finland are now legally final after no further appeal was lodged by the deadline. The decision removes a regulatory obstacle as the company advances a project with a 650,000-ounce gold resource and a preliminary post-tax NPV8 of about US$485 million.

High-Tech Metals is preparing up to 7,500 metres of RC drilling at its Damsel gold deposit in Western Australia, where a 75,000-ounce resource occupies only a small section of a much longer mineralised corridor. The program is subject to final heritage approvals and will test extensions beyond the existing resource envelope.

AMD delivered a record fiscal third quarter as Data Center revenue nearly doubled year over year, pushing total revenue up 45% to US$13.4 billion. The company expects another sharp acceleration in the December quarter, but gaming weakened and customer warrant revaluations distorted GAAP earnings.

Block delivered a stronger-than-expected third quarter, lifting its 2026 guidance after gross profit rose 22% and adjusted operating income nearly doubled. The fintech is also placing a substantial bet on AI, lending and the connection between Square sellers and Cash App users.

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.

Amgen delivered 8% third-quarter revenue growth and a 19% increase in GAAP diluted EPS, while newer medicines continued to expand. The result came alongside sharp declines in Prolia and XGEVA sales from biosimilar competition and a busy pipeline of late-stage programmes.

Skyworks Solutions has begun operating as a larger RF semiconductor group after completing its Qorvo combination, targeting at least US$500 million in annual cost synergies. The deal arrives as standalone fiscal 2026 profit and cash flow declined, leaving execution and integration central to the investment case.

Booking Holdings delivered strong third-quarter booking and adjusted earnings growth, but a US$900 million revenue reduction linked to an FTC matter pushed reported revenue and net income lower. Its fourth-quarter guidance also points to softer travel demand and continuing disruption from the Middle East conflict.

WasteCo has completed the first $3 million stage of Navaa Holdings’ strategic investment, combining a $2.014 million share issue with an unsecured term loan. A further $6.074 million subscription could give the Singapore investor 50.01% of WasteCo, subject to due diligence and shareholder approval.

Expeditors delivered a sharp third-quarter acceleration, with revenue up 42% and diluted EPS up 62% as air and ocean volumes strengthened. Demand from AI infrastructure customers helped drive growth, but constrained capacity and Asian port disruption remain material risks.

AMETEK has lifted its full-year adjusted earnings guidance after delivering record third-quarter sales, earnings and cash flow. The industrial technology group also completed its Indicor Instrumentation acquisition during the quarter.

Zebra Technologies delivered a sharp third-quarter acceleration, lifted its full-year outlook and generated US$661 million of free cash flow in the first nine months. The gains came with pressure from memory costs, a lower gross margin and a sizeable current debt balance.

Pinnacle West has raised its 2026 earnings guidance after stronger customer sales, favourable weather and record summer demand across Arizona. The utility is also preparing for a much larger investment cycle as manufacturing and data-centre loads expand.

Revvity has lifted its full-year 2026 outlook after reporting stronger third-quarter revenue, organic growth and profitability. The life sciences and diagnostics group is also preparing to sell its China immunodiagnostics business for up to US$200 million.

Fiserv has reported a US$6.45 billion non-cash goodwill impairment, sending GAAP earnings deeply negative despite adjusted EPS of US$1.75. The payments group reaffirmed its 2026 outlook while doubling its Project Elevate savings target to US$1 billion.

Ball’s operating performance strengthened in the third quarter, with comparable EPS, operating earnings and global shipments all higher year on year. But a US$475 million noncash pension settlement charge pushed the aluminum packaging group to a US$94 million GAAP loss and cash generation remains thin.

Waters delivered a stronger-than-expected third quarter, lifting every component of its 2026 guidance while organic growth accelerated across instruments, consumables and reagents. The company also acquired MOBILion Systems to extend its mass spectrometry technology into proteomics.

Keurig Dr Pepper delivered a sharp third-quarter sales and adjusted earnings lift, helped by the newly acquired JDE Peet’s coffee business and a US$99 million tariff refund. The company reaffirmed its 2026 targets while carrying substantial acquisition-related debt and integration work.

ADM delivered a sharp year-on-year increase in third-quarter earnings and raised its full-year adjusted EPS guidance, helped by stronger North American biofuels conditions. The company also cut its projected 2026 capital spending range, while warning that policy, trade and market factors remain fluid.

Sysco delivered modest underlying growth in fiscal Q1 2027 and kept its adjusted EPS and local volume targets intact, while shifting full-year sales expectations to the lower end of its existing range. The quarter also brought a permanent CFO appointment as the company prepares for the proposed Jetro Restaurant Depot acquisition.

Broadridge delivered double-digit recurring revenue growth in fiscal first quarter 2027 and reaffirmed its full-year targets. But a digital asset loss, restructuring charges and weaker event-driven revenue pushed reported earnings and margins lower.

Eaton delivered record third-quarter sales, margins and orders, then raised its full-year 2026 organic growth guidance to 13% to 15%. The power-management group is also adding another European electrical acquisition while preparing to separate its Mobility business.

Yum! Brands has completed its Pizza Hut exit, lifting third-quarter GAAP earnings with a US$1.7 billion pretax gain. Beneath that windfall, KFC delivered strong expansion while Taco Bell's US sales weakened sharply.