Apple Day, Cyber Hit, and a Week of Auto Warnings

Earnings in Focus

AAPL reports after the close today. With a market cap above $5 trillion, it is the single most-watched print of the week. PLTR also reports today. Palantir has been one of the S&P 500's best performers this year, and investors will look for evidence that AI contract growth is continuing. SHOP options are pricing a 12% swing around its own upcoming print, the biggest implied move among this week's reporters.

European Cyber Attack Hits Retailers

A cyberattack struck supermarket freezer systems across several European countries today. Carrefour and Ahold Delhaize were named in reports. The full operational impact is not yet clear, but the incident lands during a period when European consumer confidence is already under pressure.

Auto Data Flashes Red

Registration data is painting a bleak picture for carmakers ahead of a string of earnings this week. Austrian car data, a leading indicator for Ferrari revenue, is running 75% below the same quarter last year with all three months in. Polestar faces Dutch registration data down 68% year-on-year. India's two-wheeler market recorded its weakest October since 2017, with just 407,743 units, down 87% on October 2025. That reading leads Mahindra and Mahindra's revenue and the company reports on 5 November.

Index Radar: Big Flows Ahead

The MSCI November review announces in seven sessions. Corteva saw its deletion probability double overnight to 77%. Flutter Entertainment carries a 72% deletion probability, with $741M of forced selling representing just 2.9 days of average volume. Xero sits just 2.3% above its MSCI World exit line, with $508M of potential selling at stake. The Transocean acquisition of Valaris could force $928M of S&P MidCap 400 selling once the deal closes.