Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here’s what CNBC TV’s producers were watching on Tuesday and what’s on the radar for Friday’s session. The $4 trillion club Apple and Microsoft both crossed the $4 trillion mark in terms of market cap. Shares of Apple closed at $269. The stock is now up 5.6% in October and up 28% in six months. Apple is the third company to hit $4 trillion . Microsoft crossed back over the mark on Tuesday. The stock is up 3.5% in two days and up 6% in a month. Nvidia was the first to hit the mark. The stock hit a new high today, jumping 5%. Nvidia is up 85% in six months. AAPL YTD mountain Apple stock year to date Boeing earnings ahead The airplane maker reports Wednesday morning on “Squawk Box” with Becky Quick, Joe Kernen and Andrew Ross Sorkin. CNBC airline reporter Phil LeBeau will speak live with CEO Kelly Ortberg on “Squawk on the Street” in the 9 a.m. ET hour. Boeing is down nearly 6% since last reporting three months ago. The stock is 8% from its July high. The Fed’s rate decision The Fed decision comes out at 2 p.m. ET on “Power Lunch” with Brian Sullivan. CNBC’s Scott Wapner will speak with Jeffrey Gundlach of Doubleline in the 3 p.m. hour. Going into the decision, the 10-year is yielding 3.98%. The 2-year is 3.49%. The 1-year is 3.61%. The 6-month is 3.74%. The 3-month is 3.82%. The 1-month is 3.97%. The iShares iBoxx $ High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.67%. The SPDR Bloomberg High Yield Bond ETF (JNK) is yielding 6.52%. The Fidelity Corporate Bond ETF (FCOR) has a dividend yield of 4.34%. Verizon The stock is down 7% since last reporting three months ago. Verizon is 17% from its March 10 high. VZ YTD mountain Verizon shares year to date Big tech earnings Wednesday afternoon Alphabet : The stock is up almost 39% since reporting three months ago. Shares hit a new high. Meta : The stock is up 5% in three months. Shares are down less than 6% since its Aug. 15 high. Microsoft : The stock is up nearly 6% in three months. It is 2% away from its July 31 high. Tariff talk with Tom Rotunno What we learned today: The last few years have not been kind to Whirlpool stock. Down more than 30% year to date, the stock is on pace for its fourth consecutive negative calendar year. It’s lost over 65% in that timeframe. Tariffs have been a major focus this year despite the company making more than 80% of its products domestically, while its competitors are largely importers. Whirlpool said it has been hurt by inventory frontloading from its foreign competitors. Still, CEO Marc Bitzer sounded hopeful on Tuesday’s earnings call after the company posted better-than-expected results. “We do believe we are close to a turning point,” Bitzer said. He added that he expects Whirlpool to have a “clear relative advantage” at current tariff levels, pointing to Whirlpool’s “approximately 3% cost increase on an annualized basis as opposed to approximately 5% to 15% cost increases” for its competitors. Whirlpool finished the day up 5% in contrast to its 20% decline over the last 3 months. What we may learn tomorrow: On Wednesday, we’ll be watching Caterpillar for its latest readout on the impact of tariffs as the company reports its earnings before the market opens. At the end of August, Caterpillar raised its full-year estimate for tariff-related costs to between $1.5 billion and $1.8 billion this year, up from a prior forecast of as much as $1.5 billion. Caterpillar stock is up 45% year to date. After hitting a 52-week low of $267.30 on April 7, CAT has surged nearly 100%, and hit a 52-week high of $544.99 on Oct. 16. CAT YTD mountain Caterpillar stock year to date
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Saudi Arabia’s New Power Play Is Exporting A.I. to the World – The New York Times
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Women's Nations League semi-final second legs round-up: Spain and Germany reach final – UEFA.com
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Royal Caribbean sees cruise demand accelerate – but here’s why the stock is dropping
By James Rogers
Royal Caribbean beat profit expectations and raised its full-year outlook, but revenue missed the mark, as customers are still waiting until the last minute to book cruises
Cruise operator Royal Caribbean Group reported third-quarter results before market open.
Royal Caribbean Group shares fell Tuesday as the cruise operator’s revenue again came up short, despite better-than-expected quarterly profit and an improved full-year outlook.
Consumers are still spending on affordable luxuries such as cruises, Royal Caribbean (RCL) said, noting that demand is accelerating. The company also saw higher-than-expected close-in demand during the third quarter, indicating that consumers waited till the last minute to make bookings.
Last month, rival Carnival Corp.’s (CCL) third-quarter results broke several records amid strong cruise demand.
In a statement, Royal Caribbean Chief Executive Jason Liberty highlighted the company’s “strong booked position,” which he said gives it confidence about 2026 and beyond.
“Consumers continue to prioritize experiences and make room in their budgets for meaningful vacations,” Liberty said during a conference call to discuss the results. Citing Royal Caribbean’s research, the CEO added that roughly three-quarters of consumers intend to spend the same or more on vacations over the next 12 months, a level that has remained consistent for several quarters.
Third-quarter revenue rose to $5.14 billion from $4.89 billion in the prior year’s quarter, but that was just below the average analyst revenue estimate compiled by FactSet of $5.17 billion. That marked the fifth straight quarterly revenue miss.
Investors didn’t seem happy, as Royal Caribbean’s stock fell nearly 9% on Tuesday. Ahead of the results, the stock had already fallen 12.5% since it closed at a record $365.84 on Aug. 28.
Within the company’s total revenue, passenger-ticket revenue rose 4.8% to $3.64 billion. Analysts surveyed by FactSet were looking for $3.66 billion. Onboard and other revenue rose 6.1% to $1.502 billion, just above the FactSet consensus estimate of $1.498 billion.
Net yields, a measure of revenue per available cruise day, rose 2.8%, but that was below expectations for a 3.2% increase.
Net income for the quarter rose to $1.58 billion from $1.11 billion in the prior year’s comparable quarter. Adjusted earnings per share, which excludes special items, rose to $5.75 from $5.20, beating the FactSet consensus estimate of $5.69.
For 2025, Royal Caribbean raised its adjusted EPS outlook to a range of $15.58 to $15.63 from its prior guidance of a range of $15.41 to $15.55. The company maintained its full-year outlook for net yields, which are expected to increase 3.5% to 4%.
For the fourth quarter, Royal Caribbean expects adjusted earnings between $2.74 and $2.79, below the FactSet consensus estimate of $2.90. Net yields are expected to increase 2.6% to 3.1%, driven by both ticket and onboard spending. Analysts surveyed by FactSet are looking for a 3.9% increase.
The company’s results weighed on shares of rivals Carnival, which slid more than 5%, and Norwegian Cruise Line Holdings Ltd. (NCLH), which also fell about 5%.
Royal Caribbean shares have risen 26.3% in 2025, outpacing the S&P 500 index’s SPX gain of 17%.
-James Rogers
This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.
(END) Dow Jones Newswires
10-28-25 1849ET
Copyright (c) 2025 Dow Jones & Company, Inc.
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Wireless retinal implant restores sight in patients blinded by advanced macular degeneration
In a landmark study, a wireless retinal implant helped most participants with severe vision loss regain the ability to read, marking a major advance toward sight restoration for age-related macular degeneration.
Co-author…
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Alcaraz loss opens door for Sinner's shot at World No. 1 in Paris – ATP Tour
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Afghanistan-Pakistan peace talks 'failed', Pakistan minister says – Reuters
- Afghanistan-Pakistan peace talks ‘failed’, Pakistan minister says Reuters
- Afghan negotiators backpedalled on agreement after contacting Kabul: Khawaja Asif Dawn
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Twitch stars TimTheTatman, Emiru and CouRageJD join official NASCAR 25 Creator Series in first-ever live crossover with real pro drivers
NASCAR has teamed up with Night, a big media company for online creators, to launch the…
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GLP-1 RAs Reduce Anemia Risk in Patients with Celiac Disease
New research is shedding light on the benefits of GLP-1 receptor agonist use in patients with celiac disease, including a significant survival benefit and reduced risk of iron deficiency anemia.1
The data were presented at the
American College of… Continue Reading
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Teck’s 2025 QB Operations Site Visit November 3, 2025
Vancouver, B.C. – Teck Resources Limited (TSX: TECK.A and TECK.B, NYSE: TECK) (“Teck”) President and Chief Executive Officer, Jonathan Price and members of Teck’s executive management team will be presenting on Monday, November 3, 2025 from 10:55 a.m. to 1:30 p.m. Eastern / 7:55 a.m. to 10:30 a.m. Pacific time as part of Teck’s QB Operations Site Visit.
A webcast to view the event will be held as follows:
Date: Monday, November 3, 2025
Time: 10:55 a.m. ET / 7:55 a.m. PT
Listen-Only Webcast: hereAn archive of the webcast will be available at teck.com within 24 hours.
About Teck
Teck is a leading Canadian resource company focused on responsibly providing metals essential to economic development and the energy transition. Teck has a portfolio of world-class copper and zinc operations across North and South America and an industry-leading copper growth pipeline. We are focused on creating value by advancing responsible growth and ensuring resilience built on a foundation of stakeholder trust. Headquartered in Vancouver, Canada, Teck’s shares are listed on the Toronto Stock Exchange under the symbols TECK.A and TECK.B and the New York Stock Exchange under the symbol TECK. Learn more about Teck at www.teck.com or follow @TeckResources.Investor Contact:
Ellen Lai
Coordinator, Investor Relations
604.699.4257
ellen.lai@teck.comMedia Contact:
Dale Steeves
Director, External Communications
236.987.7405
dale.steeves@teck.com25-28-TR
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