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Today is Tuesday, October 28, 2025.

The Early Bird Index today is 88.92.

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F5's Security Breach Impact

Despite posting better-than-expected financial earnings results on Monday, the application delivery and security services company F5 Networks $FFIV ( ▼ 2.66% ) fell 7.88% in after-hours trading.

Financials: F5 Networks reported earnings of $4.39 per share in the past quarter and revenue of $810 million. Both were better than expected.

Powering the Story: The company expects revenue for the new year to be lower than anticipated due to a significant security breach that was publicly disclosed in October.

Early Bird’s Nest Egg Gains: Investors in F5 should be moderately to highly concerned about the company lowering its financial outlook in direct response to the security breach, as it signals both short-term sales disruptions and ongoing reputational risk.

Final Thoughts: F5’s stock was already down 10% in the past 30 days because of that security incident.

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Notables

Notable Earnings Today: SoFi Technologies (Nasdaq: SOFI), UnitedHealth (NYSE: UNH), Enphase Energy (Nasdaq: ENPH), PayPal (Nasdaq: PYPL), UPS (NYSE: UPS), Visa (NYSE: V), Booking Holdings (Nasdaq: BKNG), JetBlue Airways (Nasdaq: JBLU), Caesars Entertainment (Nasdaq: CZR), Mondelez Int'l (Nasdaq: MDLZ),  NextEra Energy (NYSE: NEE) Sherwin-Williams (NYSE: SHW), ONEOK (NYSE: OKE), Electronic Arts (Nasdaq: EA), Royal Caribbean (NYSE: RCL), Camping World (NYSE: CWH), Bloom Energy (NYSE: BE), Sysco (NYSE: SYY), Corning (NYSE: GLW), Wayfair (NYSE: W), Cheesecake Factory (Nasdaq: CAKE),Invesco (NYSE: IVZ), Seagate Tech (Nasdaq: STX), D.R. Horton (NYSE: DHI), Meritage (NYSE: MTH), Labcorp Holdings Inc. (NYSE: LH), A.O. Smith (NYSE: AOS), American Tower (NYSE: AMT), Applied Industrial (NYSE: AIT), Ares Capital (Nasdaq: ARCC), Asbury Automotive (NYSE: ABG), ATI Inc. (NYSE: ATI), BXP, Inc. (NYSE: BXP), Carrier Global (NYSE: CARR), Commvault Systems (Nasdaq: CVLT), CoStar Group (Nasdaq: CSGP), Greenbrier (NYSE: GBX), Group 1 Auto (NYSE: GPI), Herc Holdings (NYSE: HRI), HNI (NYSE: HNI), Hope Bancorp (Nasdaq: HOPE), Hubbell (NYSE: HUBB), Huron Consulting (Nasdaq: HURN), IQVIA (NYSE: IQV), Landstar System (Nasdaq: LSTR), Modine Manufacturing (NYSE: MOD), MSCI (NYSE: MSCI), Nabors Industries (NYSE: NBR), PHINIA (NYSE: PHIN), Polaris Industries (NYSE: PII), PPG Industries (NYSE: PPG) Range Resources (NYSE: RRC), Red Rock Resorts (Nasadq: RRR), Regeneron Pharma (Nasdaq: REGN), Sensata Tech (NYSE: ST), Stride (NYSE: LRN), Tenet Healthcare (NYSE: THC), TriMas (Nasdaq: TRS), V.F. Corp (NYSE: VFC), W.P. Carey (NYSE: WPC).

Notable IPOs Today: Apex Treasury Corporation Units (Nasdaq: APXTU), Insight Digital Partners II Units (Nasdaq: DYORU).

Notable Equity Crowdfunding Campaigns Ending Today: Ivanhoe Park Brewing Company (StartEngine), Automatic Manufacturing Systems (Wefunder), AspectAvy (Wefunder).

Notable Economic Events Today: S&P Case-Shiller Home Price Index (9:00 a.m. ET), CB Consumer Confidence (10:00 a.m. ET), API Weekly Crude Oil Stock (4:30 p.m. ET).

Whirlpool Navigates Tariffs

Whirlpool $WHR ( ▲ 0.16% ) fell 2.72% in after-hours trading on Monday after saying in its financial earnings results that it was “navigating the near-term unfavorable effects of tariffs.”

Financials: Whirlpool reported earnings of $2.09 per share in the past quarter and revenue of $4.03 billion. Both were better than expected.

Final Thoughts: Shares of the manufacturer of home appliances were already down over 35% this year.

NXP Jumps After Results

NXP Semiconductors $NXPI ( ▲ 1.1% ) posted mixed financial earnings results on Monday, but the stock still jumped 2.65% in after-hours trading.

Financials: NXP reported earnings of $3.11 per share in the past quarter, which were lower than expected. Revenue reached $3.17 billion, which was better than expected.

Final Thoughts: Shares of NXP are up about 7% this year, which is lagging behind the broader market.

Trends to Watch

Chain Reaction: Chainlink's LINK Gains as Whales Accumulate $188M After October Crypto Crash (CoinDesk)

Amazon’s Largest Layoff: Amazon targets as many as 30,000 corporate job cuts, sources say (Reuters)

A Familiar Argument: Tesla rehashing old threats to get shareholders to approve Musk’s $1 trillion pay day (The Verge)

Touchdown: Lululemon to Create Apparel, Accessories for All 32 NFL Teams (Women's Wear Daily)

Bitcoin Debate: Bitcoin faces a new civil war over how its blockchain should be used (Fortune)

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_{The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.}