The Financial Desk

We share the money story behind everything. Earnings, AI, investment deals, and the headlines everyone's talking about.

[The Financial Desk @TFDeskHQ]

Big Oil closes out the week: ExxonMobil, Chevron, BP and Imperial Oil all report before the open, alongside AbbVie and AstraZeneca. 26 reports in all.

The 14 biggest by market value, plus 12 more.

[The Financial Desk @TFDeskHQ]

AWS brought in $46.0B, under a quarter of Amazon's sales, but earned $17.8B of its $28.1B operating profit.
North America and International sold $156.0B and earned about $10.3B. How long can the cloud carry the profit? $AMZN

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How does $AMZN make money? AWS is under a quarter of sales but made about 63% of its operating profit.

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Eight quarters of $AMZN sales against profit. Sales grew 8%, while net income ranged from $17.1B to $62.6B.

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$AN stock price at 11:45 AM PT: $177.39, up 4.8% from the $169.34 Oct 29 close. It opened at $186.30, up 10.0%.

[The Financial Desk @TFDeskHQ]

AutoNation approved another $1B in share buybacks. $AN

Adj EPS $5.11 vs $5.08 est
Revenue $7.01B vs $6.93B est
AN Finance income $15.4M, up from $1.5M a year ago

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Zoom out: $AN is up 39.8% in five years vs the S&P 500's +67.6%.

[The Financial Desk @TFDeskHQ]

$TWLO is down 15.8% today after earnings, at $203.60 as of 11:41 AM PT.

From our sheet: Twilio's non-GAAP operating income jumped 39% to $326M on 20% revenue growth.

[The Financial Desk @TFDeskHQ]

Twilio's non-GAAP operating income jumped 39% to $326M on 20% revenue growth. $TWLO

Adj EPS $1.65 vs $1.47 est
Revenue $1.56B vs $1.51B est
FY26 revenue growth outlook raised to 20%

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$CBOE stock price at 11:05 AM PT: $341.30, up 8.6% from the $314.25 Oct 29 close. It opened at $324.58, up 3.3%.

[The Financial Desk @TFDeskHQ]

Cboe posted record diluted EPS of $4.08, up 43%, as Derivatives net revenue rose 22%. $CBOE

Adj EPS $3.63 vs $3.43 est
Net revenue $712.2M vs $705.9M est
Adj operating margin 71.4%, up 6.1 pts

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Zoom out: $CBOE is up 138.2% in five years vs the S&P 500's +67.6%.

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$MGA stock price at 11:34 AM PT: $63.78, down 1.4% from the $64.70 Oct 29 close. It opened at $64.60, down 0.2%.

[The Financial Desk @TFDeskHQ]

Magna's adjusted EPS rose 38% even as its sales fell 4%. $MGA

Adj EPS $1.83 vs $1.60 est
Revenue $10.06B vs $10.10B est
Free cash flow outlook raised to $1.85B-$1.90B

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Zoom out: $MGA is down 20.4% in five years vs the S&P 500's +67.6%.

[The Financial Desk @TFDeskHQ]

$COIN is down 14.0% today after earnings, at $138.12 as of 11:00 AM PT.

From our sheet: Coinbase's total revenue fell to $1.22B from $1.87B a year ago, while adjusted EBITDA rose 60% from last quarter to $333M.

[The Financial Desk @TFDeskHQ]

Coinbase's total revenue fell to $1.22B from $1.87B a year ago, while adjusted EBITDA rose 60% from last quarter to $333M. $COIN

Diluted EPS $2.51 vs $1.50 a year ago
Transaction revenue $590M
Stablecoin revenue $307M

[The Financial Desk @TFDeskHQ]

$LYB stock price at 11:27 AM PT: $67.64, up 3.5% from the $65.37 Oct 29 close. It opened at $65.58, up 0.3%.

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LyondellBasell's Intermediates & Derivatives unit nearly doubled its EBITDA from last quarter, to $720M. $LYB

Adj EPS $2.54 vs $2.55 est
Revenue $8.50B vs $8.89B est
Q4 operating rate guide of 85% for North American O&P

[The Financial Desk @TFDeskHQ]

Zoom out: $LYB is down 29.6% in five years vs the S&P 500's +67.6%.

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$NVT stock price at 10:17 AM PT: $124.14, down 10.1% from the $138.15 Oct 29 close. It opened at $131.30, down 5.0%.

[The Financial Desk @TFDeskHQ]

nVent raised its full-year adj EPS guide to $5.36-$5.39, from $5.00-$5.10. $NVT

Adj EPS $1.52 vs $1.40 est
Revenue $1.52B vs $1.43B est
Systems Protection sales up 53% from a year ago

[The Financial Desk @TFDeskHQ]

Zoom out: $NVT is up 289.7% in five years vs the S&P 500's +67.6%.

[The Financial Desk @TFDeskHQ]

$RBLX is down 19.8% today after earnings, at $42.07 as of 10:03 AM PT.

From our sheet: Roblox's bookings of $1.7B beat the high end of its guidance, though they fell 12% from a year ago.

[The Financial Desk @TFDeskHQ]

Binance says hackers emptied some of its wallets late Thursday in about 20 minutes. Bitcoin slid to a six-week low on the news.

Stablecoin issuers locked up part of the haul within hours, and the exchange says customers will be made whole. How much of the rest can still be traced? $BTC

[The Financial Desk @TFDeskHQ]

@Tesla Tesla's active FSD (Supervised) subscriptions hit 1.74M in Q3, up 67% from 1.04M a year ago.

Its Robotaxi service also passed nearly 2M cumulative unsupervised miles.

If F1 champions are handing over the wheel, how long until the market prices FSD as its own business? $TSLA

[The Financial Desk @TFDeskHQ]

@elonmusk Back in 2014, when Page said it, Forbes pegged his fortune at $32.3B. Its real-time count today: $234.6B, about 7x more.

Musk now sits at $884.5B, roughly 3.8x Page.

[The Financial Desk @TFDeskHQ]

@Reuters BP's underlying profit hit $8.46B in Q3, 3.8x the $2.21B it made a year ago. Net debt fell to $13.9B from $26.1B.

The stock sits about 1% below its Oct 23 closing high.

$BP

[The Financial Desk @TFDeskHQ]

@DeItaone Broadcom leads that list: $325.38, down 32.4% from its $481.57 closing high on June 2, per Yahoo Finance. It's off 5.7% today alone.

Is this the AI trade resetting, or just the most crowded name unwinding first? $AVGO

[The Financial Desk @TFDeskHQ]

@StockMKTNewz Amazon's free cash flow over the last 12 months: negative $42.4B. A year ago it was positive $14.8B.

Q3 capex was $77.3B, up 120%, mostly for AI. The stock is 16.0% below its Aug 3 closing high.

How long will investors fund the build-out before they want the cash back? $AMZN

[The Financial Desk @TFDeskHQ]

@KobeissiLetter Reddit is down 28.9% today, its worst day since it listed in March 2024. The old low: -21.0% on Jul 31, 2026.

Same quarter: revenue +53% to $895M, net income $283M. But U.S. daily users fell 2%.

Is one weak U.S. user number now worth more than 53% growth? $RDDT

[The Financial Desk @TFDeskHQ]

@unusual_whales The stock behind that trade: Intel is down 29.5% today, its worst day in Yahoo Finance data back to 1980. The old record: -26.1% on Aug 2, 2024.

All on a quarter where Data Center & AI sales rose 78% and EPS beat ($0.52 vs $0.40).

Did one PC warning just erase a beat? $INTC

[The Financial Desk @TFDeskHQ]

@StockSavvyShay @Fiscal_ai And AWS is doing the heavy lifting. Of $AMZN's ~$305M a day in operating profit last quarter, about $193M came from the cloud.