Happy Tuesday afternoon to everyone on The Street. Here's a snapshot of where markets ended the trading session, plus tomorrow's trade idea delivered to you today.

• 🟨 | US stocks were mixed as the Dow ticked down, despite the Nasdaq rising to a record close ahead of a slew of tech earnings.

• 📈 | One Notable Gainer: Cloud services provider F5 floated up to cloud nine, with its shares climbing more than 10% on a strong earnings beat.

• 📉 | One Notable Decliner: Ford slid into a skid. Its stock shed 8.4% despite beating expectations after issuing lackluster guidance.

• 🏷️ | Tomorrow's Trade: How To Play This Big Earnings Week. Keep scrolling for more or read on our site.

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MARKET MOVERS

PayPal, Cadence, SoFi

PYPL (-4%) PayPal shares fall on revenue miss, soft guidance (CNBC)

CDNS (+12.5%) Cadence Design Systems Trounces Q3 Estimates, Raises Profit Outlook (Investor’s Business Daily)

SOFI (-6.4%) Why SoFi Technologies Stock Crashed 12.5% After Earnings (The Motley Fool)

BA (+1.5%) Boeing Stock Rises. Buyers of Its Share Sale Made a Quick $1.2 Billion. (Barron’s)

DHI (-7.1%) D.R. Horton sees downbeat 2025 sales on buyer uncertainty, shares drop (Reuters)

OVERHEARD ON THE STREET

CNBC: Trading of Truth Social-owner Trump Media was repeatedly halted by the Nasdaq due to extreme volatility.

AP: Consumer confidence surged ahead of election day. The Conference Board’s index saw its largest increase since March 2021.

YF: Last month, job openings fell to their lowest level since January 2021, which could influence the Federal Reserve's interest rate decision on Nov. 7.

Fortune: JPMorgan is suing customers accused of stealing hundreds of thousands of dollars using a glitch in its ATM systems.

WSJ: Investors anticipate that Trump's tax cuts will widen the budget deficit, driving bond yields higher.

TOMORROW’S TRADE IDEA, TODAY

How To Play This Big Earnings Week

In Full Swing

Earnings season is in full swing, with countless major companies set to report — and analysts believe many are trading below their market value.

Around a third of the S&P 500 will report this week. CNBC Pro analysts screened the list for stocks that fit the following criteria:

1. Average analyst rating of Buy or Overweight

2. Up at least 1% over the past months

3. Trading at a forward P/E below 24

4. Trading at a discount compared to their respective sector

Here are several of the key bargains highlighted.

Norwegian Cruise Line

Norwegian Cruise Line (NCLH) reports on Thursday. Its stock is up around 15% YTD and is currently trading at a low P/E of 12.5. Citi (C) recently upgraded the stock to a Buy and lifted its price target to $30, implying 24% upside from today’s closing price.

According to analyst James Hardiman, there is cause to be bullish on the cruise line’s strategy shifts. He expects it to enjoy significant pricing power without cost pressures, which should lead to sustained earnings growth.

Hardiman predicts EPS to grow at a 23% compound annual rate over the next three years.

MetLife

MetLife (MET), which is currently trading at 8.8x earnings, will report on Wednesday. TD Cowen has initiated coverage of the life insurer at a Buy rating, and cited its earnings mix as a catalyst for growth.

Analyst Andrew Kligerman expects double-digit EPS growth regardless of the macroeconomic environment. The stock has gained 24% YTD, and Kligerman has given it a $97 price target. Today, it closed at just under $83.

With five of the Magnificent 7 reporting this week, tech giants are sure to dominate headlines for the next few days. However, some analysts believe these less-watched (and much cheaper) names are primed for greater growth.

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ON OUR RADAR

WSJ: Elon Musk has been in regular contact with Vladimir Putin since 2022, discussing geopolitics, business, and more, and raising security concerns.

Forbes: Bitcoin tops a six-month high amid inflation- and election-related uncertainty.

CNBC: Morgan Stanley CEO Ted Pick said the era of easy money and zero interest rates is firmly behind us at a finance panel today.

Bloomberg: The spot price of gold hit a new record today, continuing its rally driven by geopolitical uncertainty and central bank buying.

TechCrunch: Apple released its new Mac Mini, its first re-design in 14 years, with the new desktop roughly the same size as an Apple TV.

MONDAY’S POLL RESULTS

Are you bullish or bearish on Schneider Electric (SBSGY) over the next 12 months?

🟩🟩🟩🟩🟩🟩 🐂 Bullish

🟨🟨🟨🟨⬜️⬜️ 🐻 Bearish

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