Monday, October 26, 2026

1. Pre-open outlook4:01 AM ET

   Overnight, oil prices fell more than 2% after traders weighed Saudi attack risks and demand concerns, while Saudi Arabia reported intercepting missiles and drones from Iran‑backed Houthis. In the U.S., SpaceX secured a $40 billion debt package for AI chips, and a highlighted an ageing crisis in global pension funds. The S&P 500, Nasdaq 100 and Dow Jones will open with attention on how these geopolitical and financing headlines affect equities, and on the Fed’s rate decision slated for Wednesday, followed by Thursday’s PCE inflation report.

2. Midday check1:01 PM ET

   US stocks are climbing in morning trading, with the Dow, S&P 500 and Nasdaq all higher as Anthropic files for its IPO. Microsoft has offered voluntary buyouts to 60,000 employees as AI drives an efficiency push, while Brent crude tops $117 after Saudi Arabia's defense minister travels to Iran for de-escalation talks. Attention now turns to Wednesday's Fed rate decision, followed by Thursday's PCE inflation report.

3. Closing wrap7:32 PM ET

   Stocks closed on broad gains, as Anthropic's IPO filing boosted technology and AI names. Microsoft offered voluntary buyouts to 60,000 employees as AI leads to an efficiency push. JetBlue posted a bigger loss on fuel costs, but its CEO said margins are improving. The Fed's interest-rate decision arrives Wednesday, followed by the PCE inflation report Thursday.

AI-generated as the day ran, from the data of each moment; corrections keep the original one click away. Informational only — not investment advice.

Headlines of the day

1. 4:01 AM ETThirty-six percent of the S&P 500 scheduled to report earnings this week — MarketWatch
2. 4:01 AM ETOil slides over 2% as traders weigh Saudi attack risks, demand destruction — CNBC World
3. 4:01 AM ETBrazil's Lula wins historic presidential election; Bolsonaro reportedly refuses to concede — CNBC World
4. 4:01 AM ETSaudi Arabia says it intercepted missiles and drones from Iran-backed Houthis — CNBC
5. 4:01 AM ETSpaceX closes $40 billion debt deal for AI chips, Elon Musk says — CNBC
6. 4:01 AM ETMusk says SpaceX landed a $40 billion debt deal — and forecasts doom for some AI rivals — MarketWatch
7. 5:01 AM ETNeocloud stocks fall as Elon Musk says more than 200 of them face 'guppy-level death' — CNBC World
8. 5:01 AM ETSoftBank reportedly plans $50 billion tech investment in aspiring 'AI nation' Malaysia — CNBC
9. 5:32 AM ETSupport for semiconductor stocks could be as much as 15% lower than current levels, says Morgan Stanley — MarketWatch
10. 6:32 AM ETAudi defends plans for a $4 billion Georgia plant amid VW restructuring, tariffs — CNBC
11. 7:03 AM ETThe Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25% — MarketWatch
12. 7:03 AM ETPrivate equity pours billions into defense tech as investors debate a bubble — CNBC World
13. 7:33 AM ETApollo to buy nearly 10% stake in Abu Dhabi-backed alternative asset manager Mubadala Capital — CNBC
14. 7:33 AM ETVerizon’s stock rises as subscriber surge impresses Wall Street — MarketWatch
15. 8:02 AM ETMeta announces $95 billion stock offering to fund AI expansion — CNBC
16. 8:02 AM ETA shock in Brazil sends stocks plunging, while neoclouds take another hit — CNBC World
17. 8:02 AM ETEconomic calendar: A busy week is capped by the Fed's decision — MarketWatch
18. 8:02 AM ETTrump says he'll soon decide whether to ‘make a deal’ with Iran or ‘finish it off' — CNBC World
19. 9:02 AM ETNvidia, AMD and Broadcom could buy Meta shares as part of a $35 billion offering — MarketWatch
20. 9:32 AM ETAnthropic just filed for its IPO. Follow the latest developments here. — MarketWatch
21. 9:32 AM ETNvidia, AMD and Broadcom could buy Meta shares as part of $35 billion stock offering — MarketWatch
22. 10:01 AM ETThe stock market’s biggest test in weeks is here — MarketWatch
23. 10:36 AM ETDow, S&P 500 and Nasdaq all climb in morning trading as Anthropic's IPO hits — MarketWatch
24. 1:01 PM ETMicrosoft offers voluntary buyouts to 60,000 employees as AI leads to efficiency push — CNBC World
25. 3:04 PM ETNasdaq leading stocks higher as Wall Street reacts to Anthropic’s public filing — MarketWatch
26. 3:04 PM ETFTC and 20 states sue Dollar General, alleging retailer overcharged shoppers — CNBC
27. 4:01 PM ETDoorDash, Instacart shares go in opposite directions on reported buyout talks — MarketWatch
28. 4:01 PM ETPrediction market traders say an Anthropic IPO is near-certain this year after company filed with SEC — CNBC
29. 4:31 PM ETStocks close on broad gains, as Anthropic's IPO filing boosts tech and AI names — MarketWatch
30. 5:01 PM ETJetBlue posts bigger loss on fuel costs, but CEO says margins improving — CNBC
31. 5:31 PM ETWhy a DoorDash-Instacart deal would be all about keeping up with Walmart, Amazon — MarketWatch
32. 5:31 PM ETWhy Lumentum’s stock led the S&P 500 higher on Monday — MarketWatch
33. 6:01 PM ETA possible DoorDash-Instacart deal is all about keeping up with Walmart and Amazon, analysts say — MarketWatch
34. 6:01 PM ETDOJ charges ex-FBI Director James Comey in new case — CNBC
35. 6:31 PM ETOptions traders are seizing control of the S&P 500. Here’s why that matters. — MarketWatch
36. 7:32 PM ETFrom Wall Street to Silicon Valley, Anthropic IPO poised to have massive 'trickle-down effect' — CNBC
37. 7:32 PM ETOpinion: With the Anthropic IPO, the devil is in the details — MarketWatch

U.S. stocks closed on broad gains on Monday, lifted by Anthropic’s IPO filing that buoyed technology and AI shares, Microsoft’s voluntary buyouts for 60,000 employees and JetBlue’s loss report tempered by its comment that margins are improving. U.S. Treasury data showed the 10‑year yield at 5.00%, the 2‑year at 4.68% as of Monday, October 26 and the 30‑year at 5.31%, leaving the 10‑year‑2‑year spread at 0.32 percentage points. The Federal Reserve’s interest‑rate decision is scheduled for 2:00 p.m. ET on Wednesday, followed by the Fed‑preferred PCE inflation report on Thursday. Bank of Canada will meet on Wednesday at 9:45 a.m. ET and the European Central Bank on Thursday at 14:15 CET, adding further policy signals.

AI-generated at that day's close, from the week's data to that point. Informational only — not investment advice.