North American Morning Briefing: Stock Futures Higher as Investors Weigh Blue Win -2-

Pan American Silver Acquires 6.25M Galleon Gold Shrs for C$1.12 Each; Completed Non-Brokered Private Placement Along With Bought Deal Private Placement by Galleon; Galleon Issued 4.7M Shrs as Flow-Through Shares at C1.59EachforGrossProceedsofC7.5M; Galleon Issued 20.1M Shrs at C1.12EachforGrossProceedsofC22.5M; Now Owns About 15.6% of Galleon Shrs on Nondiluted Basis, About 27.3% on Partially Diluted Basis; Acquisition of Galleon Shrs for Investment Purposes

Peyto Exploration Raises Dividend to C$0.13

Silvercorp Metals Construction Budget for El Domo Project Updated to $298.2 M From $283.6M; Reasons for Change Include Ecuador's Elimination of Diesel Fuel Subsidies

Spartan Delta 3Q EPS C0.02;3QSalesC202.6M

Suncor Energy 3Q Net Income CAD 3.81B; 3Q Adj FFO CAD 6.71B; 3Q EPS CAD 3.27

Swiss Water 3Q Revenue CAD 65.9M; FactSet Est. CAD 63.4M (1 Est.); 3Q Adj EBITDA CAD 4.93M; 3Q Net Income CAD 0.94M; 3Q Gross Profit CAD 10M; 3Q Operating Income CAD 4.33M; 3Q EPS CAD 0.10; FactSet Est. CAD 0.12 (1 Est.); 3Q Pretax Profit CAD 0.98M; Swiss Water 3Q EPS Misses Estimates

Triple Flag Precious Metals 3Q Adj Net Income $53.1M; 3Q Net Income $64.2M; 3Q Adj EPS $0.26; FactSet Est. $0.23; 3Q Adj EBITDA $93.7M; 3Q Rev $106.7M

Expected Major Events for Wednesday 08:45/ITA: Oct Italy Services PMI

08:50/FRA: Oct France Services PMI

08:55/GER: Oct Germany Services PMI

09:30/UK: Oct S&P Global UK Services PMI

09:30/UK: Oct UK Official Reserves

09:30/UK: Oct Narrow money (Notes & Coin) and reserve balances

12:00/US: 10/30 MBA Weekly Mortgage Applications Survey

13:15/US: Oct ADP National Employment Report

13:15/CAN: Oct Official International Reserves

13:30/CAN: Sep International merchandise trade

13:30/US: Sep U.S. International Trade in Goods & Services

14:30/CAN: Oct Canada Services PMI

14:45/US: Oct US Services PMI

15:00/US: Oct ISM Report On Business Services PMI

15:30/US: 10/30 EIA Weekly Petroleum Status Report

16:00/US: Oct Global Services PMI

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Expected Earnings for Wednesday Avnet Inc (AVT) is expected to report $2.75 for 1Q.

BioCryst Pharmaceuticals Inc (BCRX) is expected to report $0.09 for 3Q.

Bruker Corp (BRKR) is expected to report $-0.18 for 3Q.

CDW Corp (CDW) is expected to report $2.42 for 3Q.

CPI Card Group Inc (PMTS,PMTS-T) is expected to report $0.60 for 3Q.

CVS Health Corp (CVS) is expected to report $1.37 for 3Q.

Cenovus Energy Inc (CVE,CVE.T) is expected to report $1.51 for 3Q.

Colliers International Group Inc (CIGI,CIGI.T) is expected to report $2.15 for 3Q.

ESAB Corp (ESAB) is expected to report $1.22 for 3Q.

Eagle Materials Inc (EXP) is expected to report $3.76 for 2Q.

Freshpet Inc (FRPT) is expected to report $0.39 for 3Q.

Fulcrum Therapeutics Inc (FULC) is expected to report $-0.11 for 3Q.

Harmony Biosciences Holdings Inc (HRMY) is expected to report $1.09 for 3Q.

Haverty Furniture Cos Inc (HVT,HVTA) is expected to report $0.47 for 3Q.

Hut 8 Corp (HUT.T) is expected to report $-0.72 for 3Q.

Ivanhoe Mines Ltd (IVN.T) is expected to report $0.10 for 3Q.

Kraft Heinz Co (KHC) is expected to report $0.42 for 3Q.

Kyndryl Holdings Inc (KD) is expected to report $0.29 for 2Q.

LB Foster Co (FSTR) is expected to report $0.61 for 3Q.

Martin Marietta Materials Inc (MLM) is expected to report $5.97 for 3Q.

Materion Corp (MTRN) is expected to report $1.84 for 3Q.

NNN REIT Inc (NNN) is expected to report $0.52 for 3Q.

Natural Resource Partners LP (NRP) is expected to report $1.30 for 3Q.

Neuronetics Inc (STIM) is expected to report $-0.10 for 3Q.

Peabody Energy Corp (BTU) is expected to report $-0.04 for 3Q.

Reservoir Media Inc (RSVR) is expected to report $0.04 for 2Q.

Reynolds Consumer Products Inc (REYN) is expected to report $0.38 for 3Q.

Riot Platforms Inc (RIOT) is expected to report $-0.36 for 3Q.

Shoals Technologies Group Inc (SHLS) is expected to report $0.09 for 3Q.

Stanley Black & Decker Inc (SWK) is expected to report $1.44 for 3Q.

TPG Mortgage Investment Trust Inc (MITT) is expected to report $0.20 for 3Q.

Timken Co (TKR) is expected to report $1.29 for 3Q.

Trex Co Inc (TREX) is expected to report $0.47 for 3Q.

Uber Technologies Inc (UBER) is expected to report $0.93 for 3Q.

United Therapeutics Corp (UTHR) is expected to report $6.01 for 3Q.

Vishay Precision Group Inc (VPG) is expected to report $0.09 for 3Q.

WW Grainger Inc (GWW) is expected to report $11.70 for 3Q.

Wayfair Inc (W) is expected to report $0.29 for 3Q.

Westlake Chemical Partners LP (WLKP) is expected to report $0.30 for 3Q.

Westlake Corp (WLK) is expected to report $0.30 for 3Q.

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ANALYST RATINGS ACTIONS Bloom Energy Raised to Overweight From Equal-Weight by Barclays

Cloudflare Raised to Overweight From Neutral by JP Morgan

DR Horton Cut to Underperform From Market Perform by Raymond James

EVgo Cut to Neutral From Overweight by Cantor Fitzgerald

Howmet Aerospace Raised to Overweight From Sector Weight by Keybanc

Lumentum Holdings Cut to Neutral From Buy by B. Riley Securities

Marsh & McLennan Raised to Outperform From Market Perform by BMO Capital

Marvell Technology Cut to Hold From Buy by TD Cowen

Marvell Technology Cut to Neutral From Buy by B of A Securities

Meridian Cut to Neutral From Buy by DA Davidson

Once Upon a Farm Cut to Underperform From Buy by B of A Securities

Roku Cut to Neutral From Buy by Rosenblatt

Sirius XM Raised to Buy From Neutral by Goldman Sachs

Strattec Security Raised to Buy From Hold by Freedom Broker

Tempus AI Raised to Hold From Underperform by Jefferies

Twilio Raised to Hold From Reduce by HSBC

Verra Mobility Cut to Underweight From Neutral by JP Morgan

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

November 04, 2026 06:02 ET (11:02 GMT)