MORNING RECAP • $LOW Q3: EPS $2.89 (beat consensus $2.81), sales $20.2B (beat consensus $19.92B); Q3 comp sales -1.1% due to weak DIY demand, offset by storm sales and growth in Pro and online. Revised full-year outlook: sales $83B-$83.5B, EPS $11.80-$11.90. • $ADM: Q3 profit fell due to weak North American crush margins; Nutrition segment expects better Q4 but not as high as Q3 2024. • $CTRN: Appointed Ken Seipel as CEO; Q3 sales $179.1M, comp sales up 5.7%. • $WEN: Ken Cook appointed as CFO, effective December 2, 2024. • $XPEV: Q3 revenue $1.39B, above estimates; EPS loss of $1.90, worse than expected $1.71 loss. Q4 revenue forecast at $2.09B-$2.21B; launched P7+ sedan. • $ACM increases buyback to $1B; Q4 EPS $1.27, revenue $4.11B, slightly below consensus. FY25 EPS forecast $5.00-$5.20. • $AMCR to acquire $BERY in $8.4B stock deal at a 10% premium. • $AVAV acquiring BlueHalo in $4.1B stock deal. Oil prices dip as Johan Sverdrup field restarts post-outage. • $ERII launches $50M stock repurchase. • $NPSCY engages with $X stakeholders to push for $15B acquisition. • $SYAXF to merge with $PLL in an all-stock deal, valuing the new entity at $623M. • $SYM Q4 operating income exceeds expectations; sets Q1 revenue guidance at $495-515M. U.S. defense stocks rise following Russia's updated nuclear policy and threats. • $DOC ups 2024 FFO guidance to $1.80-$1.82, citing strong portfolio performance. • $INCY stock drops after pausing a phase 2 study due to preclinical findings. • $MDT Q2 revenue up 5.2% to $8.4B, raises FY25 EPS outlook slightly. • $OMCL issues $150M in convertible senior notes. • $SYRE plans to offer $200M in common stock and warrants. • $AMD: Darla Smith resigns as Chief Accounting Officer on November 15. • $GOOGL stock declines as DOJ plans to demand the sale of Chrome browser. • $INTC: Efforts to distribute manufacturing grants under the Chips Act are stalled, with most of the $39B yet to be disbursed. • $MSTR aims to raise $1.75B through convertible senior notes. • $MCHP: Ganesh Moorthy retires; Steve Sanghi appointed as interim CEO. • $SMCI stock rises after appointing BDO USA as auditor and seeking Nasdaq compliance extension