The latest Market Talks covering Equities. Published exclusively on Dow Jones Newswires throughout the day.

1344 ET - RBC Capital Markets remains on the sidelines with A&W Food Services of Canada given what it views to be a lack of obvious upside catalysts and low trading volume. The fast food chain is expected to turn in 3Q results largely in line with expectations and reiterate its guidance for the fiscal year, analyst Logan Reich says. Reich says the macro backdrop is largely consistent with the prior quarter, though there is some potential for consumer softening given prolonged high energy prices. Competition remains intense and traffic across burger chains continues to be driven by value offerings, with promotional activity likely to intensify over the next few quarters. RBC has a sector perform call and C$40 target on the stock, which is now down 0.3% at C$36. (robb.stewart@wsj.com)

1343 ET - Apple's latest tech rollout is a shift from its focus on mobile products to technology that is anchored to customers' homes. Its biggest launch is the HomeView, an iPad-like product with a stand and new AI and voice features. The HomeView connects to a suite of other new home products, including smart thermostats, a video doorbell and door lock, and indoor and outdoor cameras, Apple says. The accessories are designed to work together and users can control every product with Siri voice commands. Users can also set up the devices to recognize key moments throughout the day, like someone leaving for work, and automatically adjust temperature, door locks and cameras, according to Apple. (katherine.hamilton@wsj.com)

1334 ET - Dubai leads major Gulf stock markets higher, with the Dubai Financial Market General Index rising 0.4%, supported by a 1.3% gain in index heavyweight Emirates NBD. Saudi Arabia's Tadawul All Share Index advances 0.3%, while Abu Dhabi's benchmark index adds 0.3% and Qatar's QE Index edges up 0.2%. The gains come as Gulf economies continue to navigate disruptions from the regional conflict, with Citi Research pointing to economic buffers in some of the region's largest markets. Saudi Arabia's domestic demand and alternative oil-export routes provide some protection against the disruptions, while the U.A.E.'s strong fiscal position gives it room to respond if economic pressures persist, Citi says. (farhan.rafid@wsj.com)

1326 ET [Dow Jones]--Companies and governments need to do more to ensure artificial intelligence is safe, Brad Smith, president of Microsoft, says in Dublin on Tuesday. "I do think we've reached a point where we obviously need companies in the industry to step up and do more to address AI safety issues, but more than that I think we've reached a time when we're going to need governments to do more as well," he says. His comments come after a BBC interview where he spoke about so-called safety breaks for AI systems controlling critical infrastructure or automated systems and said that washing machines are subject to more rules than AI. He also says work must be done to spread the benefits of AI more broadly. (edith.hancock@wsj.com)

1327 ET - Apple's new HomeView features a new AI version of Siri that the company says is more capable and conversational. The virtual assistant has personal context understanding and onscreen awareness, Apple says. That is combined with new access to personal information, including text messages, as well as the ability to take action across apps such as messages and calendar. The conversations are synced across a users' iCloud, so they can pick up the conversation on any of their Apple devices, the company says. (katherine.hamilton@wsj.com)

1316 ET - Google is rolling out its latest AI model, Gemini 4 Argon, as it continues to race with other frontier AI labs to develop increasingly capable models. The company announced Argon late last month, but said it was limiting early access to "trusted cyber defenders" due to the model's capabilities. Now, Argon, which Google says outperforms other frontier models on many benchmarks, is available for developers, enterprises, and some paid subscribers, priced at $2 per million input tokens and $10 per million output tokens. The release comes one day after Meta Platforms released its own set of foundation models it said were at the AI frontier. (elias.schisgall@wsj.com)

1205 ET - Consumer economic pressure weighed on Domino's average tickets during the third quarter, CFO Sandeep Reddy tells investors on a call. "While our ticket trend improved from the second quarter, it was impacted by a sequential decline in items per order in both our carryout and first-party delivery business," Reddy says. "We believe this was due to the challenging consumer environment." The lower average ticket weighed on same-store sales growth in the U.S., which slowed to 0.3% during the third quarter from 5.2% a year prior. Domino's now expects full-year U.S. same-store sales growth at the low end of low-single digits, assuming that macroeconomic conditions continue through the year. (elias.schisgall@wsj.com)

1202 ET - Domino's Pizza CEO Joe Jordan says the pizza chain is experiencing strong demand even as the macroeconomic environment puts strain on consumer budgets "Consumers remain under pressure, but they continue to choose Domino's," Jordan says on a call with investors. "Looking ahead to the remainder of 2026, we expect the macro environment to remain an overhang on the consumer through the balance of the year. However, we have a strong calendar for the fourth quarter and believe we are well-positioned to compete." Shares fall 3.4%. (elias.schisgall@wsj.com)

1138 ET - There could be more instances in which artificial-intelligence models went rogue that haven't yet been detected and disclosed to the public, Tom Duff Gordon, vice president and head of Europe, Middle East and Africa policy at OpenAI, says in an address to a U.K. parliamentary committee. Australian Prime Minister Anthony Albanese recently said that an OpenAI agent had infiltrated a government-services website in Australia this summer. The company's agents also launched a highly disruptive hack of the company Hugging Face over the summer. "I cannot assure the committee, or you chair... that that is it," Duff Gordon says in response to a question from the committee chair on whether further incidents should be expected. (mauro.orru@wsj.com)

1126 ET - Artificial intelligence should be subject to government rules to ensure the models that companies release to the public are safe, Liam Booth-Smith, head of Europe, Middle East and Africa policy at Anthropic, says in an address to a U.K. parliamentary committee. "We've consistently believed that there should be binding rules on companies and that a voluntary commitment is not enough," he says. His intervention comes after AI agents from different AI labs went rogue in recent months. He says all the models that Anthropic has publicly released are safe. (mauro.orru@wsj.com)

1121 ET - Jeremy Barnum, finance chief of JPMorgan Chase, says people are worried about others, while feeling fine themselves. "We run these surveys and they're always like, 'Oh, I'm worried about this. I'm worried about that,'" he says on a call with analysts. But when asked how they're feeling themselves, most people respond that they're doing great. "It's kind of an interesting dynamic there," Barnum says. Still, there's no question that higher interest rates and sticky inflation are putting pressure on middle-market clients. "We see them trying to manage that to the best of their ability, and I think it does create a little bit of caution in that space," Barnum says. "But I think balance sheets are strong, people have been through a lot over the last few years and so they're well prepared." (connor.hart@wsj.com)

1120 ET - The cyber domain is where the main risks from artificial intelligence lie, Liam Booth-Smith, head of Europe, Middle East and Africa policy at Anthropic, says in an address to a U.K. parliamentary committee. He notes AI's exponential growth can boost defenses against cyberattacks, but it can also make hacking tools more powerful. His remarks come after a swarm of AI agents from companies including OpenAI, Anthropic, Meta Platforms and Alphabet's Google went rogue in recent months. Anthropic said in July that software it was testing got onto the internet and hacked unsuspecting companies without the AI-maker's knowledge in three separate incidents dating back to April.