Visa and Robinhood report after the close tonight, a day before the Fed's rate decision.
The Nasdaq Composite rose 0.82% to 26,169.38 on Monday, according to Nasdaq. Anthropic's IPO filing was the day's main story and helped lift the Nasdaq.
Tonight the focus moves to payments and fintech. Visa and Robinhood report after the market closes, while the Fed's two-day meeting starts today.
Tonight's Watchlist
| Stock | Movement | What to Watch |
|---|
| V | Down 0.92% to $404.16 on Monday; reports after the close | Payments and cross-border volume, after growing 10% and 13% last quarter |
| HOOD | Down 2.35% to $92.84 on Monday; reports after the close | Net deposit growth against an annual target of 20% or more |
| BA | Flat (-0.02%) at $188.31 on Monday; earnings call at 10:30 a.m. ET | Third-quarter results, with a consensus loss of $0.21 per share |
| NU | Down 16.95% to $12.59 on Monday | The second session after Brazilian stocks sold off on the presidential election result |
Source: closing prices from Nasdaq; schedules from Visa, Robinhood and Boeing releases; Visa data from its fiscal 2026 third-quarter release; Robinhood target from Hudson Labs; Boeing consensus from the Nasdaq earnings calendar; NU move from Insider Monkey.
Tonight's Key Events
Visa reports after the close
Visa (V) releases fiscal 2026 fourth-quarter results after the market closes, with a webcast at 5:00 p.m. ET. The consensus is earnings of $3.43 per share, according to Nasdaq.
In the previous quarter, Visa's net revenue rose 14% to $11.6 billion. Payments volume grew 10% and cross-border volume grew 13% on a constant-dollar basis, according to the company's release.
Robinhood and customer net deposits
Robinhood Markets (HOOD) reports third-quarter results after the market closes. Consensus revenue is $1.41 billion, up 16% from a year earlier, according to Hudson Labs.
Hudson Labs also points to net deposit growth against management's target of 20% or more a year, and to Gold subscribers, who made up 17% of funded accounts in the second quarter.
Boeing and the Fed meeting
Boeing (BA) releases third-quarter results today, with an earnings call at 10:30 a.m. ET. The consensus is a loss of $0.21 per share, according to Nasdaq.
The Fed's two-day meeting runs October 27-28, with the rate decision due on Wednesday.
Pre-Market Pulse 📊
US stock futures were little changed after Wall Street started the week higher, according to CNBC.
Beyond the watchlist, Tesla (TSLA) rose 5.21% to $391.62 and Nvidia (NVDA) rose 2.39% to $216.00 on Monday, according to Nasdaq. Asian chip stocks also rose on Tuesday after Anthropic's IPO filing, according to Bloomberg.
Macro Note 📝
Gold held near $4,000 an ounce ahead of the Fed decision, while crude oil fell on diplomatic efforts in the Middle East.
Conclusion
Tonight Visa and Robinhood test payments and fintech stocks, a day before the Fed's decision.
Investors are also still weighing AI sentiment after Anthropic's IPO filing, and the move in Brazilian stocks after the election.
This article is for education and information only and is not investment advice. Investment decisions are yours to make after your own research.
What stocks are you watching tonight?