Cars, Chips and Streaming: A Packed Week Ahead

Today alone carries four major reports. GM kicks things off this morning with Q3 2026 results. German car registrations, a dataset measured to lead GM revenue by 15 days, ran 133% above the same quarter last year across all three months of the quarter. Netflix ($294B market cap) and Intuitive Surgical ($151B) both report after the close today.

Tomorrow brings the week's most anticipated print. Tesla reports Q3 2026 results after market close on Tuesday. German car registrations, which lead Tesla revenue by 43 days with a strong fit, ran 269% above the same quarter last year, all three months in. That is the strongest registration signal of any automaker in the alt data this week. Chip equipment giant Lam Research ($330B) also reports Tuesday, alongside Southwest Airlines.

Wednesday brings Roper Technologies and Roche (Q3 sales statement). Cadence Design Systems and Celestica round out the week on Sunday.

On the index radar, Fabrinet's deletion odds from MSCI World jumped to 90% overnight. Today is the rank date. The stock sits 15% below the $15B exit threshold, implying up to $779M in forced selling if confirmed at the 11 November announcement.

No IPOs are scheduled in the next seven days.