MORNING NEWS CALL

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U.S. Edlllon ~.N 2.2021

TOP NEWS
• Pfizer raises COVID-19 vaccine sales forecast to $36 billion for 2021
Pfizer raised the full-year sales forecast for its COVID-19 vaccine by 7.5% to $36 billion, as it signs deals with
countries for booster doses and receives clearances for using its shots in children.

• 'Cash machine' BP boosts share buyback as profit surges

BP added more than a billion dollars to its share buyback programme as it likened itself to a "cash machine"
benefiting from higher oil and gas prices and a strong trading performance in the third quarter.

• Thomson Reuters raises full-year revenue forecast

Thomson Reuters reported higher quarterly sales and raised its full-year revenue forecast as the news and
information company benefited from a recovering global economy.

• Nearly 90 countries join pact to slash planet-warming methane emissions

Nearly 90 countries have joined a U.S.- and EU-led effort to slash emissions of the potent greenhouse gas
methane 30% by 2030 from 2020 levels, a pact aimed at tackling one of the main causes of climate change, a
senior Biden administration official said.

• DuPont to buy engineering materials maker Rogers for $5.2 bln

DuPont de Nemours has agreed to buy engineering materials maker Rogers Corp for $5.2 billion, doubling down
on efforts to fortify its presence in fast-growing markets such as electric vehicles, 5G and clean energy.

BEFORE THE BELL

Wall Street futures and world shares were lower as investors focused on earnings and the Federal Reserve's
two-day meeting which ends on Wednesday. The dollar edged up and gold was subdued as traders awaited cues
on future interest rate hikes amid rising inflationary pressures. Oil steadied near $85 a barrel, not far from a multi-
year high, supported by signs that supply from OPEC and other producers is falling short, although expectations of
a rise in U.S. inventories was weighing. T-Mobile US and Activision Blizzard are scheduled to report their earnings
after markets close.

STOCKS TO WATCH

Results
• Apollo Global Management Inc: The company said its distributable earnings rose to an all-time high in the third
quarter driven by growth in its asset sales from its private equity portfolio and income from its credit business.

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Distributable earnings, which is the cash used to pay dividends to shareholders, rose to a record $752.1 million, up
from $205.1 million a year earlier. That translated to distributable earnings per share of $1.71, which surpassed the
average Wall Street analyst estimate of $1.10. New York-based Apollo said it invested $28.3 billion to acquire new
assets, including its $5 billion take over of Yahoo from telecoms giant Verizon. Total assets under management
rose to $481.1 billion, up from $471.8 billion in the prior quarter, driven by growth in premiums from its insurance
businesses Athene Holding and Athora.

• BP PLC: The company added more than a billion dollars to its share buyback programme as it likened itself to a
"cash machine" benefiting from higher oil and gas prices and a strong trading performance in the third quarter.
Underlying replacement cost profit, the company's definition of net earnings, reached $3.32 billion in the third
quarter, exceeding analysts' expectations for $3.06 billion. That compares with $2.8 billion in profit in the second
quarter and $86 million a year earlier, when energy demand and prices collapsed due to the coronavirus epidemic.
Although the headline profit reflects a strong business, BP reported a loss attributable to shareholders of $2.54
billion due to accounting effects and hedges as a result of fluctuations in LNG prices, which are nevertheless
expected to unwind in the coming quarter. BP's net debt fell further to $32 billion from $32.7 billion in the second
quarter.

• Conocophillips: The company reported a third-quarter profit, compared with a year-ago loss, thanks to a
rebound in crude prices to pre-pandemic levels. The company, which agreed to buy Royal Dutch Shell's Permian
basin assets in September, said its production, excluding Libya, rose 41.36% to 1.51 million barrel of oil equivalent
(boe) per day in the third quarter. Prices for its oil and gas averaged $56.92 per boe in the quarter, compared with
$30.94, a year earlier. The Houston-Texas based company posted adjusted earnings of $2.4 billion, or $1.77 per
share, in the quarter ended Sept. 30, compared to a loss of $331 million, or 31 cents per share, a year earlier.

• Diamondback Energy Inc: The U.S. shale producer on Monday beat Wall Street third quarter profit estimates
and increased its dividend as the oil market recovers from pandemic lows, pushing prices to levels not seen in
years. The Midland, Texas-based company reported adjusted earnings of $536 million, or $2.94 per share for the
quarter, versus expectations of $2.77. Diamondback lowered its capital spending guidance for 2021 for the second
time this year to $1.49 billion to $1.53 billion, down 10% from April forecasts. Diamondback has vowed to return
50% of its free cash flow to stockholders beginning in the fourth quarter of this year, and its board recently
authorized a $2 billion share repurchase program. Diamond back increased its annual divided by 11% to $2 per
share, and declared a third quarter cash dividend of 50 cents per share, to be paid this month.

• Estee Lauder Cos Inc: The company cut its full-year sales forecast, signaling a bigger hit to demand for its
skincare and makeup products as the Delta variant brought in a line of fresh lockdowns in certain markets.
Renewed restrictions in Eastern markets which included China, a key revenue generating region for the company,
dampened demand for lipsticks and foundations as a resurgence in Delta variant cases led to closures of brick-and
-mortar stores. The Clinique cosmetics maker now expects net sales to rise between 12% and 15% in fiscal 2022,
down from its prior estimate of a 13% to 16% increase. Net sales rose to $4.39 billion in the first quarter, from
$3.56 billion a year earlier. Analysts on average had expected sales of $4.25 billion.

• Fresenius Medical Care AG & Co KGaA: The German dialysis specialist plans to cut costs and up to 5,000 jobs
globally - or about 4% of its workforce - as the Delta variant caused another spike in coronavirus-related patient
deaths in the third quarter. The company aims to reach annual cost cuts of 500 million euros by 2025, as it plans to
replace its four regions and some global functions with two divisions: care enablement and care delivery. FMC
maintained its forecast for net income to decline by a high-teens to mid-twenties percentage and sales growth in
the low- to mid-single-digits, but warned the numbers would come in the lower end of the ranges. FMC had
expected the death toll among dialysis patients, who are more susceptible to the virus, to normalise during the
second half of the year, but said it now saw a decline in the mortality rate only in the fourth quarter.

• KKR & Co Inc: The private equity firm said its third quarter distributable earnings more than doubled to $925.1
million, driven by strong growth in management fees and profit from asset sales in its private equity business. KKR
said its after-tax distributable earnings per share doubled to $1.05, exceeding the average Wall Street analyst
forecast of 93 cents. KKR said it invested $24 billion to buy new assets, including a majority stake Indian
cosmetics firm Vini Cosmetics for $625 million and the acquisition of several apartment buildings such as The
District at Scottsdale in Arizona. Under generally accepted accounting principles (GAAP), KKR said its net income
rose 7% to $1.1 billion, largely due to revenue from its insurance subsidiary, Global Atlantic.

• Marathon Petroleum Corp: The largest U.S. refiner swung to a quarterly profit as a rebound in fuel consumption
helped the company tide over the surging cost of crude oil. Marathon's total throughput, or the amount of crude
processed, rose to 2.8 million barrels per day (bpd) from 2.5 bpd in the corresponding period last year. The
company also said it is pursuing strategic alternatives, which could include a sale, of its 68,000 bpd Kenai refinery

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near Anchorage, Alaska. Adjusted net earnings for the Ohio-based refiner stood at $464 million, or 73 cents per
share, for the three months ended Sept. 30, compared with a loss of $649 million, or $1 per share, in the prior
year.

• Nutrien Ltd: The Canadian fertilizer company Nutrien on Monday raised its full-year adjusted profit outlook, as
strong global demand and tight supply helped it beat estimates in the third quarter. Nutrien increased its adjusted
net earnings forecast to between $5.85 and $6.10 per share, from $4.60 to $5.10 per share earlier. Analysts on
average were expecting $5.23 per share for the full year. On an adjusted basis, its profit of $1.38 per share slightly
beat an estimate of $1.24. Potash inventories remain below historic levels in key markets, with China accessing
strategic reserves, Nutrien said in a statement. Canpotex, the export company owned by Nutrien and Mosaic, has
said it sold out of potash through 2021.

• Pfizer Inc: The drugmaker raised the full-year sales forecast for its COVID-19 vaccine by 7.5% to $36 billion, as
it signs deals with countries for booster doses and receives clearances for using its shots in children. Driven by an
unprecedented vaccination drive against the COVID-19 pandemic globally, Pfizer's shot has quickly become one
of the best-selling products in the company's roughly 172-year history. The company, which was well known for
drugs such as Xanax and Viagra, equally splits expenses and profit with its German partner. Pfizer expects to
deliver 2.3 billion doses of the vaccine, out of the roughly 3 billion it expects to make this year. The company had
in July forecast sales of $33.5 billion from the vaccine it sells with BioNTech.

• Thomson Reuters Corp: The news and information company reported higher quarterly sales and raised its full-
year revenue forecast as it benefited from a recovering global economy. The parent company of Reuters News
said revenues rose 6% to $1.53 billion, compared to expectations of $1.5 billion. Adjusted earnings per share rose
to 46 cents. Four of five of Thomson Reuters' divisions - Legal Professionals, Tax & Accounting Professionals,
Corporates, and Reuters News - showed sales rising 6% on a constant currency basis. The company now expects
full-year revenues to increase 4.5-5.0%, compared with its previous forecast of 4.0-4.5%. Quarterly operating profit
fell 11% compared to the prior year when the company received a "significant" benefit from the revaluation of
warrants the company held in Refinitiv.

• Under Armour Inc: The apparel maker raised its annual revenue and profit forecasts, as people seek
comfortable casuals and athletic wear with their pandemic-hit social life still irregular and offices yet to open. Under
Armour forecast 2021 adjusted earnings per share to reach about 74 cents, compared with its prior range of 50
cents to 52 cents. Analysts on average expect profit per share of 55 cents. The athletic apparel maker forecast
2021 revenue to increase about 25%, compared with its previous forecast in low twenties. Analysts on average
expect revenue growth of 22.7%. Net revenue increased to $1.55 billion in the third quarter ended Sept. 30 from
$1.43 billion a year earlier. Analysts had expected $1.48 billion in revenue.

Deals Of The Day

• DuPont De Nemours Inc & Rogers Corp: Industrial materials maker DuPont said it would buy engineering
materials technology maker Rogers for $5.2 billion, to capitalize on surging demand in markets such as electric
vehicles, 5G telecommunications and clean energy. The company also said it plans to sell a substantial portion of
its mobility & materials segment, primarily in the engineering Polymers and performance resins lines of business
as well as its stake in the DuPont Teijin Films joint venture. Combined, these businesses represent about $4.2
billion in annual revenue, Dupont said. Dupont has benefited from a rebound in the auto and chip-making
industries this year from the pandemic-led slump, but rising costs and supply constraints pose a risk to the
recovery.

• Lazard Ltd: The investment bank is in advanced talks to acquire hedge fund firm Brigade Capital Management,
Bloomberg News reported on Monday, citing people with knowledge of the matter. The news comes at a time
when asset managers are exploring ways to bolster their profitability amid fierce competition and lower fees from
the switch towards more passive investing by investors. Founded in 2006 and led by Don Morgan, Brigade
Capital's deal with Lazard will add to its asset management business, the report said. Both companies did not
immediately respond to Reuters request for comment.

IPOs
• Rivian Automotive Inc: The electric vehicle manufacturer, which is backed by Amazon.com, is targeting a
valuation of more than $53 billion for its U.S. debut, making the company potentially almost as valuable as rival
Honda. The startup is looking to raise up to $8.4 billion, setting it up to be the third-largest initial public offering
(IPO) by funds raised in the past decade in the United States. While Rivian has yet to sell any significant volume of
its electric vans or trucks, it could likely be valued higher than Ferrari, although less than Honda, General Motors
or its backer Ford. Rivian said it would sell 135 million shares at a price range of between $57 and $62 each.
Morgan Stanley, Goldman Sachs and J.P. Morgan are the lead underwriters. Rivian will list on the Nasdaq under

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the symbol "RIVN".

In Other News
• Apple Inc: The company has cut back production of iPad tablets to allocate more components to the iPhone 13,
a sign the global chip supply crunch is hitting Apple harder than previously indicated, Nikkei said, citing multiple
sources. Production of the iPad was down half from Apple's original plans for the past two months, the newspaper
said on its website, adding that parts intended for older iPhones were also being switched to the iPhone 13. The
iPhone maker is prioritising iPhone 13 output in part because it forecasts stronger demand for the smartphone
than for the iPad as Western markets begin to emerge from the pandemic, Nikkei said, citing unidentified sources.
Even though iPhone 13 production hit a snag due to factory closures in Asia and high demand in the second half
of the year, Apple has weathered the supply crunch better than many other companies due to its massive
purchasing power and long-term supply agreements with chip vendors, eating into its rivals' market share in the
third quarter.

• BlackRock Inc: The world's largest money manager told Reuters it has raised a target-beating $673 million for
an infrastructure fund with backing from the French, German and Japanese governments to invest in climate-
focused projects such as renewable energy in emerging markets. The company hopes the fund, dubbed the
Climate Finance Partnership, will show how to mobilize private capital in developing countries to tackle climate
change, a sticking point at United Nations climate talks under way in Glasgow. Investors have been wary of
investing in risky projects without more certainty they will get a return. While a number of multibillion-dollar
renewable energy funds have been raised over the last year to help build out solar, wind and other projects, the
vast bulk has been spent in richer countries offering investors lower risk. Separately, THG's second-largest
shareholder BlackRock is offloading nearly half its stake in the company at a 10% discount, in the latest sign of
investor discontent with the British e-commerce group.

• Credit Suisse Group AG: The Swiss investment bank plans to accelerate its expansion in China, growing its
team on the mainland by three times in the next five years, China chief executive Janice Hu said. Speaking to a
media roundtable, Hu said that Credit Suisse has hired more than 120 people since gaining a majority stake in its
China securities joint venture in June 2020. Hu said that the bank was in close contact with regulators over cross-
border data transfers. "We are communicating with the regulator and our headquarters on a daily basis to achieve
a plan that regulators can agree with and is feasible for us ... this is at the core of our work," Hu said. She also said
the bank was in talks to provide financing for internet firms unable to list in the short term.

• Exxon Mobil Corp: Indonesian state-owned oil and gas company PT Pertamina and American energy giant
Exxon Mobil signed an agreement to look at ways to use carbon capture storage (CCS) in the Southeast Asian
country. A memorandum of understanding (MoU) was signed during the two-week COP26 summit in the Scottish
city of Glasgow. The two firms agreed to "evaluate the potential for large-scale deployment of low-carbon
technologies in Indonesia," ExxonMobil said in a statement. "We are evaluating large-scale carbon capture and
storage projects that have the potential to make the greatest impact in the highest-emitting sectors around the
world," said Joe Blommaert, president of ExxonMobil Low Carbon Solutions. "And there are opportunities in
Indonesia and throughout Southeast Asia."

• Johnson & Johnson, Teva Pharmaceutical Industries Ltd, Endo International PLC & Abbvie Inc: A
California judge on Monday said he would rule against several large counties that accused four drugmakers of
fueling the U.S. opioid epidemic, saying they failed during a trial to prove their $50 billion case. Orange County
Superior Court Judge Peter Wilson issued a tentative ruling finding Johnson & Johnson, Teva Pharmaceutical
Industries, Endo International and AbbVie's Allergan unit not liable. It marked the first trial win for any drug
companies in the more than 3,300 lawsuits filed by states and local governments over a drug abuse crisis that the
U.S. government says led to nearly 500,000 opioid overdose deaths over two decades. The ruling came as J&J
and the three largest U.S. drug distributors - McKesson Corp, Cardinal Health Inc and AmersourceBergen -- work
to finalize a proposed deal to pay up to $26 billion to settle the thousands of cases against them.

• Meta Platforms Inc: In her first public address since she leaked a trove of damaging documents about
Facebook's inner workings, whistleblower Frances Haugen urged her former boss, Mark Zuckerberg, to step down
and allow change rather than devoting resources to a rebrand. "I think it is unlikely the company will change if
[Mark Zuckerberg] remains the CEO," Haugen told a packed arena on Monday at the opening night of the Web
Summit, a tech fest drawing dozens of thousands to the Portuguese capital, Lisbon. The former Facebook product
manager replied in the positive to the question of whether Zuckerberg should resign, and added: "Maybe it's a
chance for someone else to take the reins... Facebook would be stronger with someone who was willing to focus
on safety." Meanwhile, the company denied a claim by the Kazakh government that it had been granted exclusive
access to the social network's content reporting system.

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• Rogers Communication Inc: A battle for control of Rogers Communication Inc's (RCI) board wrapped up in a
Canadian court on Monday as lawyers for former chairman Edward Rogers said he had the authority to appoint a
new board without an in-person shareholder meeting, while company lawyers argued due processes were not
followed. RCI, Canada's largest wireless carrier, is embroiled in a boardroom battle after a feud in the founding
family erupted into the open, weighing on the stock and raising doubts about the fate of a multibillion-dollar
takeover. The judge has set Nov. 5 to decide on the validity of the new board. The dispute was triggered after
Edward Rogers, son of late founder Ted Rogers, tried to remove Chief Executive Joe Natale in September, saying
he had lost confidence in the CEO's ability to lead the merged entity after the planned C$20 billion takeover of
Shaw Communications goes through.

• Stellantis NV: The world's fourth-largest automaker is offering voluntary retirement program to pension-eligible
employees in the United States, the company said late Monday. The Netherlands-based firm said the early
retirement is available to workers who are at least 55 years old and have been with the company for 30 years or
who are at least 58 years old with 10 years of employment. The employees being offered the buyouts are already
eligible to retire. "To assist in our transition, and to align our business priorities to a new set of critical skills and
investment opportunities, Stellantis North America is offering a voluntary retirement program to eligible members of
our team," the company said in an emailed statement. Unionized-salaried employees are not eligible for the
buyouts, according to CNBC, which initially reported the development.

• Sumitomo Mitsui Financial Group Inc: Japan's securities watchdog has launched an investigation into SMFG's
brokerage unit over employees' potential involvement in fraudulent stock transactions, the Nikkei business daily
said. The Securities and Exchange Surveillance Commission held its investigation at the Tokyo head office of
SMBC Nikko Securities Inc, Nikkei said, citing sources familiar with the matter. SMBC Nikko confirmed in a
statement that the company and its employees are being investigated, but declined to comment on details
because the probe is ongoing. Nikkei said the employees in question have denied any illegality in the transactions.
At issue are after-hours transactions SMBC Nikko conducted around 2020 for investors selling specific stocks in
large volumes, according to Nikkei.

• Tesla Inc: The carmaker is recalling nearly 12,000 U.S. vehicles sold since 2017 because a communication error
may cause a false forward-collision warning or unexpected activation of the emergency brakes, the National
Highway Traffic Safety Administration (NHTSA) said. The company said the recall of 11,704 Model S, X, 3 and Y
vehicles was prompted after a software update on Oct. 23 to vehicles in its limited early access version 10.3 Full-
Self Driving (FSD) (Beta) population. FSD is an advanced driver assistance system that handles some driving
tasks but Tesla says does not make vehicles autonomous. NHTSA said Tesla "uninstalled FSD 10.3 after
receiving reports of inadvertent activation of the automatic emergency braking system" and then "updated the
software and released FSD version 10.3.1 to those vehicles affected."

• VMware Inc: The newly independent company will look to pursue deeper deals with cloud computing providers
and consider "large scale" acquisitions that could help it grow, Chief Executive Raghu Raghuram told Reuters.
VMware on Monday completed its spinout from Dell Technologies, which owned 81% of the Palo Alto, California-
based software firm, to become a separate publicly traded company worth about $64 billion. Raghuram said now
that VMware is not under Dell's umbrella, he wants to aggressively pursue more of those deals. "This truly allows
us to go out and be the Switzerland of the industry," he said. VMware will also look to use its shares as a currency
for buying other companies to add technologies to its offerings.

INSIGHT
From Boeing to Mercedes, a U.S. worker rebellion swells over vaccine mandates
In Wichita, Kansas, nearly half of the roughly 10,000 employees at aircraft companies Textron Inc and Spirit
AeroSystems remain unvaccinated against COVID-19, risking their jobs in defiance of a federal mandate,
according to a union official. "We're going to lose a lot of employees over this," said Cornell Adams, head of the
local Machinists union district. Many workers did not object to the vaccines as such, he said, but were staunchly
opposed to what they see as government meddling in personal health decisions.

ANALYSTS' RECOMMENDATION
• Chegg Inc: Raymond James cuts rating to market perform from outperform, following a disappointing third-
quarter earnings report as headwinds pressure near-term growth profile.

• Colgate-Palmolive Co: Berenberg cuts target price to $77 from $85, citing a lower expected tax rate offsetting
higher-than-expected cost pressures on profit margins.

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• Ford Motor Co: Jefferies raises target price to $20 from $17, finding Ford management more in control of
operations and strategy than any time in the past two years despite industry uncertainty. They also said Ford is
early in an intense cycle of replacing and reviving key product franchise and playing to brand strengths with Ford
Pro.

• Phillips 66: RBC raises target price to $95 from $94, on view for strong refinery margins after the company
posted solid third-quarter earnings.

• Simon Property Group Inc: Piper Sandler raises target price to $180 from $165, based on the accelerated
recovery after the company reported third-quarter results that well exceeded expectations.

ECONOMIC EVENTS
No economic indicators are scheduled for release.

COMPANIES REPORTING RESULTS

Activision Blizzard Inc: Expected Q3 earnings of 70 cents per share
Akamai Technologies Inc: Expected Q3 earnings of $1.39 per share
Amcor PLC: Expected Q1 earnings of 18 cents per share
American Water Works Company Inc: Expected Q3 earnings of $1.53 per share
AMETEK Inc: Expected Q3 earnings of $1.18 per share
Amgen Inc: Expected Q3 earnings of $4.27 per share
Assurant Inc: Expected Q3 earnings of $1.90 per share
Bio-Techne Corp: Expected Q1 earnings of $1.72 per share
Caesars Entertainment Inc: Expected Q3 earnings of 18 cents per share
Catalent Inc: Expected Q1 earnings of 65 cents per share
Conocophillips: Expected Q3 earnings of $1.51 per share
Cummins Inc: Expected Q3 earnings of $3.91 per share
Devon Energy Corp: Expected Q3 earnings of 93 cents per share
Eaton Corporation PLC: Expected Q3 earnings of $1.73 per share
Edison International: Expected Q3 earnings of $1.75 per share
Eversource Energy: Expected Q3 earnings of $1.05 per share
Expeditors International of Washington Inc: Expected Q3 earnings of $1.77 per share
FMC Corp: Expected Q3 earnings of $1.32 per share
Gartner Inc: Expected Q3 earnings of $1.56 per share
Generac Holdings Inc: Expected Q3 earnings of $2.32 per share
Global Payments Inc: Expected Q3 earnings of $2.14 per share
Healthpeak Properties Inc: Expected Q3 earnings of 10 cents per share
Henry Schein Inc: Expected Q3 earnings of 95 cents per share
IDEXX Laboratories Inc: Expected Q3 earnings of $1.91 per share
Incyte Corp: Expected Q3 earnings of 75 cents per share
IPG Photonics Corp: Expected Q3 earnings of $1.27 per share
Leidos Holdings Inc: Expected Q3 earnings of $1.62 per share
Martin Marietta Materials Inc: Expected Q3 earnings of $4.24 per share
Match Group Inc: Expected Q3 earnings of 55 cents per share
Mondelez International Inc: Expected Q3 earnings of 70 cents per share
ONEOK Inc: Expected Q3 earnings of 82 cents per share
Paycom Software Inc: Expected Q3 earnings of 90 cents per share
PerkinElmer Inc: Expected Q3 earnings of $1.73 per share
Progressive Corp: Expected Q3 earnings of $1.04 per share
Prudential Financial Inc: Expected Q3 earnings of $2.74 per share
Public Service Enterprise Group Inc: Expected Q3 earnings of 92 cents per share
Ralph Lauren Corp: Expected Q2 earnings of $2.00 per share
Rockwell Automation Inc: Expected Q4 earnings of $2.17 per share
Sealed Air Corp: Expected Q3 earnings of 82 cents per share
Steris plc: Expected Q2 earnings of $1.82 per share
T-Mobile US Inc: Expected Q3 earnings of 52 cents per share
Verisk Analytics Inc: Expected Q3 earnings of $1.36 per share
Vertex Pharmaceuticals Inc: Expected Q3 earnings of $3.08 per share
Waters Corp: Expected Q3 earnings of $2.35 per share
WEC Energy Group Inc: Expected Q3 earnings of 79 cents per share

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Western Union Co: Expected Q3 earnings of 58 cents per share

Xylem Inc: Expected Q3 earnings of 59 cents per share
Zebra Technologies Corp: Expected Q3 earnings of $4.06 per share

CORPORATE EVENTS (All timings in U.S. Eastern Time)

0800 DuPont de Nemours Inc: Q3 earnings conference call
0800 Gartner Inc: Q3 earnings conference call
0800 Global Payments Inc: Q3 earnings conference call
0800 Incyte Corp: Q3 earnings conference call
0800 Leidos Holdings Inc: Q3 earnings conference call
0800 New Residential Investment Corp: Q3 earnings conference call
0800 Premier Inc: Q1 earnings conference call
0800 R1 RCM Inc: Q3 earnings conference call
0800 Waters Corp: Q3 earnings conference call
0815 Catalent Inc: Q1 earnings conference call
0830 AMETEK Inc: Q3 earnings conference call
0830 Apollo Global Management Inc: Q3 earnings conference call
0830 Avis Budget Group Inc: Q3 earnings conference call
0830 GXO Logistics Inc: Q3 earnings conference call
0830 IDEXX Laboratories Inc: Q3 earnings conference call
0830 Integra Lifesciences Holdings Corp: Q3 earnings conference call
0830 Lear Corp: Q3 earnings conference call
0830 Leggett & Platt Inc: Q3 earnings conference call
0830 Omnicell Inc: Q3 earnings conference call
0830 Rockwell Automation Inc: Q4 earnings conference call
0830 Under Armour Inc: Q3 earnings conference call
0830 Zebra Technologies Corp: Q3 earnings conference call
0900 Agree Realty Corp: Q3 earnings conference call
0900 Bio-Techne Corp: Q1 earnings conference call
0900 Diamondback Energy Inc: Q3 earnings conference call
0900 IAA Inc: Q3 earnings conference call
0900 Ingredion Inc: Q3 earnings conference call
0900 Nexstar Media Group Inc: Q3 earnings conference call
0900 Ralph Lauren Corp: Q2 earnings conference call
0900 Stericycle Inc: Q3 earnings conference call
0900 Terminix Global Holdings Inc: Q3 earnings conference call
0900 TopBuild Corp: Q3 earnings conference call
0930 Estee Lauder Companies Inc: Q1 earnings conference call
0930 MPLX LP: Q3 earnings conference call
0930 Williams Companies Inc: Q3 earnings conference call
1000 Brixmor Property Group Inc: Q3 earnings conference call
1000 Cummins Inc: Q3 earnings conference call
1000 Enterprise Products Partners LP: Q3 earnings conference call
1000 Generac Holdings Inc: Q3 earnings conference call
1000 Henry Schein Inc: Q3 earnings conference call
1000 IPG Photonics Corp: Q3 earnings conference call
1000 KKR & Co Inc: Q3 earnings conference call
1000 Magnolia Oil & Gas Corp: Q3 earnings conference call
1000 Pfizer Inc: Q3 earnings conference call
1000 Regal Rexnord Corp: Q3 earnings conference call
1000 Ryman Hospitality Properties Inc: Q3 earnings conference call
1000 Sealed Air Corp: Q3 earnings conference call
1000 Vornado Realty Trust: Q3 earnings conference call
1000 Xylem Inc: Q3 earnings conference call
1030 National Retail Properties Inc: Q3 earnings conference call
1100 Hamilton Lane Inc: Q2 earnings conference call
1100 Louisiana-Pacific Corp: Q3 earnings conference call
1100 Marathon Petroleum Corp: Q3 earnings conference call
1100 Martin Marietta Materials Inc: Q3 earnings conference call
1100 Mosaic Co: Q3 earnings conference call
1100 Public Service Enterprise Group Inc: Q3 earnings conference call

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1100 Westlake Chemical Corp: Q3 earnings conference call

1200 ConocoPhillips: Q3 earnings conference call
1200 Public Storage: Q3 earnings conference call
1330 Magellan Midstream Partners LP: Q3 earnings conference call
1400 WEC Energy Group Inc: Q3 earnings conference call
1430 Realty Income Corp: Q3 earnings conference call
1500 Icahn Enterprises LP: Q3 earnings conference call
1630 Activision Blizzard Inc: Q3 earnings conference call
1630 Akamai Technologies Inc: Q3 earnings conference call
1630 Digital Turbine Inc: Q2 earnings conference call
1630 Edison International: Q3 earnings conference call
1630 Halozyme Therapeutics Inc: Q3 earnings conference call
1630 LYFT Inc: Q3 earnings conference call
1630 Pacific Biosciences of California Inc: Q3 earnings conference call
1630 Red Rock Resorts Inc: Q3 earnings conference call
1630 T-Mobile US Inc: Q3 earnings conference call
1630 Vertex Pharmaceuticals Inc: Q3 earnings conference call
1630 Western Union Co: Q3 earnings conference call
1700 Alteryx Inc: Q3 earnings conference call
1700 Amdocs Ltd: Q4 earnings conference call
1700 Amgen Inc: Q3 earnings conference call
1700 Bright Horizons Family Solutions Inc: Q3 earnings conference call
1700 Caesars Entertainment Inc: Q3 earnings conference call
1700 CDK Global Inc: Q1 earnings conference call
1700 Coursera Inc: Q3 earnings conference call
1700 Exact Sciences Corp: Q3 earnings conference call
1700 Exelixis Inc: Q3 earnings conference call
1700 Freshworks Inc: Q1 earnings conference call
1700 Inspire Medical Systems Inc: Q3 earnings conference call
1700 Lattice Semiconductor Corp: Q3 earnings conference call
1700 Mondelez International Inc: Q3 earnings conference call
1700 Paycom Software Inc: Q3 earnings conference call
1700 PerkinElmer Inc: Q3 earnings conference call
1700 Sprout Social Inc: Q3 earnings conference call
1700 Ultragenyx Pharmaceutical Inc: Q3 earnings conference call
1700 Zillow Group Inc: Q3 earnings conference call
1730 Amcor PLC: Q1 earnings conference call
1730 Plains All American Pipeline LP: Q3 earnings conference call

EX-DIVIDENDS
Marketaxess Holdings Inc: Amount $0.66

(All analysts' estimates are according to I/B/E/S Refinitiv data)

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MORNING NEWS CALL - U.S. EDITION November 2, 2021

PICTURE OF THE DAY

U.S. President Joe Biden attends the opening session of the UN Climate Change Conference (COP26) in Glasgow, Scotland, Britain,
November 1. Erin Schaff/Pool via REUTERS

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