Investment Review №357. A Change of Leadership

21.10.2026 — 7,757

• AT&T beat earnings and FCF estimates. Subscribers increased, but fiber broadband ARPU declined. The company raised its 2026 EPS outlook.

27.10.2026 — 7,723

• Boeing's revenue rose to $24.2bn, but its $0.34 loss per share exceeded expectations. Weak Commercial Airplanes profitability and production ramp challenges are constraining the recovery.

28.10.2026 — 7,744

• ServiceNow's subscription revenue rose 20.5% in constant currency to $3.99bn, but EPS and the contract-growth outlook missed expectations.
• The Fed kept the rate range at 3.75–4.00%, citing elevated inflation; the vote was 10–2.

29.10.2026 — 7,720

• U.S. core PCE rose 0.3% MoM in September, in line with forecasts and up 3.1% YoY.
• U.S. personal spending rose 0.5% in September versus 0.6% expected, down from 0.9%; inflation-adjusted spending was flat.