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$Bank of America(BAC.US) Considering factors such as tariff pressures, rare earth shortages, and automotive pricing, the sales forecasts for $General Motors(GM.US) and $Ford Motor(F.US) for this year and next have been downgraded.

$Colgate(CL.US) latest quarterly revenue report is out, data shows

revenue decreased 3% year-over-year to $4.91 billion, adjusted EPS was $0.85;

net profit was $690 million;

affected by tariffs, lowered 2025 full-year earnings growth to low single digits, with organic sales growth expectations lowered by 1% to 2-4%;

$Intel(INTC.US) is expected to announce layoffs of more than 20% this week to streamline management and reshape engineering culture;

$Amazon(AMZN.US) stated that due to issues with the autonomous driving system, some vehicles experienced unexpected emergency braking under specific conditions, leading to a recall of 258 vehicles; the autonomous driving division Zoox has now fixed the related software vulnerabilities and provided free updates to the ADS system.

Since the launch of $Apple(AAPL.US) Vision Pro, the number of newly released applications has been declining every month. Although Apple claims there are over 2,500 Vision Pro applications, according to AppFigures statistics, by the end of January, the number of active applications was fewer than 1,900.

Global pharmaceutical giant, $Merck(MRK.US) announced its Q4 financial report, showing

a 7% year-on-year revenue increase to $15.62 billion;

adjusted EPS of $1.72;

As for future outlook, 2025 revenue expectations are lower than market projections, and the company announced it will suspend supply of HPV vaccine GARDASIL to China starting February, expected to last at least until mid-year;

$UPS(UPS.US)Q4 Briefing

Revenue increased 1.6% year-on-year to $25.3 billion, lower than the market expectation of $25.42 billion;

Adjusted EPS $2.75, higher than the market expectation of $2.53;

eToro has secretly submitted an IPO application to U.S. regulators, with market estimates valuing it at over $5 billion;

St. Louis Fed President Musalem, who has voting rights this year, said that since last September, the macroeconomic situation has changed, with the economy stronger and inflation higher than expected, so a more cautious pace of interest rate cuts is appropriate, and further rate cuts can wait.

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UBS is bullish on gold's performance in 2025, expecting central bank purchases and the Fed's ongoing rate-cut cycle to support further gold price increases;

The European Commission requires $Apple(AAPL.US) to readjust the iOS system to allow competitors' devices such as smartwatches and headphones to connect more seamlessly with the iPhone, and to provide third-party developers with clearer access processes;

$Intuit(INTU.US) and $Amazon(AMZN.US) have reached a cooperation agreement. Intuit will use QuickBooks to help Amazon sellers with financial management, ensure legal compliance, and promote business growth. Qualified sellers will also be eligible for loans. This service is planned to launch in the U.S. by mid-next year and will later expand globally. Meanwhile, Amazon executives stated that this collaboration will provide more comprehensive support to Amazon sellers, helping them scale and strengthen their businesses.

$Alphabet(GOOGL.US)'s DeepMind launched a new model Genie 2, which can generate interactive 3D scenes up to 1 minute long from a single image or text description;

$General Motors(GM.US) plans to sell its stake in the Michigan electric vehicle battery plant to partner LG Energy Solution to recover part of its investment in the plant;

Tianfeng International analyst Ming-Chi Kuo said yesterday that the electronic component orders from U.S. resistor leader Vishay for $NVIDIA(NVDA.US)'s Blackwell AI servers exceeded expectations;

The final value of the University of Michigan Consumer Sentiment Index for November in the U.S. was 71.8, the highest level since April this year, but lower than the expected 73.9 and also below the preliminary value of 73 before the election results. After the U.S. election was settled, consumer confidence in the economic outlook of the U.S. has declined. Additionally, although short-term inflation expectations hit a new low since 2020 at 2.6%, long-term inflation expectations reached 3.2%, higher than market expectations and the highest level since November 2023.

$Arm(ARM.US) released its latest quarterly earnings report, showing

revenue growth of 4.7% to $844 million, higher than market expectations of $744 million;

EPS was $0.3, higher than market expectations of $0.21;

By business type,

royalty revenue grew 23% to $514 million, driven by the recovery of the smartphone market and stable demand for Armv9;

licensing and other revenue fell 15% to $330 million;

ARM stated that this was due to the impact of timing and scale on high-value licensing agreements, which is a normal fluctuation; meanwhile, demand for ARMV 9 and the CSS computing platform was higher than expected, further driving business growth;

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Traditional energy industry XOM CVX

Heavy machinery manufacturer CAT

Defense stocks LDOS

Crypto platform COIN

$Starbucks(SBUX.US) latest quarterly earnings forecast shows:

Revenue decreased 3% year-over-year to $9.1 billion, lower than market expectations of $9.4 billion;

EPS was $0.8, lower than market expectations of $1.03;

Global same-store sales fell 7%, the largest decline since the pandemic;

Starbucks said revenue was mainly dragged down by weak operations in North America, with U.S. same-store sales down 6% year-over-year, customer traffic down 10%, and average ticket size up 4%; Meanwhile, same-store sales in China also fell 14% year-over-year, with customer traffic down 6% and average ticket size down 8%; Finally, Starbucks said it would suspend updating its FY2025 guidance due to the CEO transition and plans to share more turnaround measures after the market closes on October 30.

Atlanta Fed President Bostic said that the Federal Reserve should patiently and gradually lower interest rates, which could bring inflation down to the 2% target level while keeping the U.S. economy from falling into recession. Bostic pointed out that although he expects the Fed to continue cutting interest rates, he believes there is no rush to adjust rates to a neutral level. He does not want the progress in fighting inflation to stall due to restrictive interest rate policies not being implemented long enough, so he will remain patient. According to Bostic's forecast, inflation may fall to 2% by the end of 2025, at which point interest rates could be adjusted to a neutral level.