Netflix analysts highlight US content execution issues and ad revenue delays, but some see international growth as a dip-buy opportunity. United Airlines CEO expects high fuel costs to persist, driving capacity cuts and investment in Starlink. TD Cowen says Celestica gains from AI networking shift. Truist sees pricing power for neoclouds after SpaceX results. Canadian employers report widespread workforce actions due to tariffs. Canada auto sales up in September but year-to-date flat. European vertical M&A rises for supply-chain control.
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