Intuitive Surgical's shares dropped 6% after the company reported third-quarter earnings of $3 per share on revenue of $3.05 billion, which did not meet investor expectations. In contrast, SpaceX's stock surged 8% following a remarkable 161% increase in third-quarter revenue to $14.58 billion, alongside news of a potential merger discussion with Tesla, which saw a 1% rise.
Other aerospace stocks also benefited from SpaceX's performance, with Rocket Lab up 2.5%, AST SpaceMobile nearly 3% higher, and Firefly Aerospace gaining 3.5%. Netflix's shares fell almost 7% despite reporting third-quarter revenue of $12.87 billion, a 12% year-over-year increase, as the results aligned with Wall Street expectations but failed to impress.
AT&T's stock declined 3.5% despite beating earnings and revenue estimates and raising its full-year earnings guidance, while Capital One Financial's shares rose 3% after reporting a net income of $3.5 billion, or $5.61 per share, up from $3.2 billion a year ago. United Airlines saw a 1% drop as its adjusted EPS of $2.54 and revenue of $17.88 billion fell short of analyst expectations.
Super Micro Computer's shares jumped 12% after raising its fiscal first-quarter revenue outlook to between $18.5 billion and $19.5 billion, prompting gains in competitors Dell and Hewlett Packard Enterprise, which rose 5.5% and 4.5%, respectively.
Danaher Corporation's shares fell 5.5% after a slight revenue miss, while Philip Morris International slipped 3% despite better-than-expected results, as its 2026 earnings guidance disappointed analysts. CME Group's shares declined 1% despite reporting adjusted earnings of $3.02 per share, exceeding forecasts