Monday, November 2, 2026

AI-generated from this record only and gated so that every figure appears in it. Informational only — not investment advice.

1. Pre-open outlook3:01 AM ET

   Overnight, Binance reported $3.64 billion in net outflows as withdrawals resumed after a massive hack, while OpenAI's Sam Altman made a surprise South Korea visit as the company builds on chip partnerships. South Korea targets a "world's highest performance" sovereign AI model in a record new budget. Treasury yields ended Friday lower across the curve, with the 10-year at 4.94%. Attention turns to Friday's US jobs report and UMich consumer sentiment, with the Reserve Bank of Australia's policy decision due Tuesday.

2. Midday check12:01 PM ET

   US stocks opened higher Monday, with tech shares bouncing and oil prices dropping as the regular session got underway. Manufacturing demand is running ahead of supply on U.S. Producers struggling to keep up. Earnings news is in focus too, with Lumentum’s CEO touting an "enormous" AI connectivity opportunity tied to its planned combination with Marvell. The week’s key test arrives Friday with the US jobs report.

3. Closing wrap6:01 PM ET

   The 10-year Treasury yield ended the day at 4.91% as of Monday, November 2, down 3 basis points. Traders also weighed a 7% selloff in crude oil on Iran peace talk hopes ahead of the U.S. midterm elections. Looking ahead, the US jobs report due Friday is the next key catalyst.

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. 3:01 AM ETBinance sees $3.64 billion in net outflows as withdrawals resume after massive hack — CNBC
2. 3:01 AM ETThis is the biggest threat to the AI-powered bull market — MarketWatch
3. 3:01 AM ETSam Altman makes surprise South Korea visit as OpenAI builds on chip partnerships — CNBC
4. 3:01 AM ETRubio says Trump wants to end Iran war 'peacefully' even as both sides prepare for strikes — CNBC World
5. 3:01 AM ETSouth Korea targets 'world's highest performance' sovereign AI model in record new budget — CNBC World
6. 3:01 AM ETMarine sniper turned macro strategist says this bull market has six to 12 months left. Here’s his playbook. — MarketWatch
7. 3:31 AM ETApollo launches $11 billion private credit platform, backed by Abu Dhabi — CNBC World
8. 3:31 AM ETRyanair CEO warns fares could rise by up to 20% in 2027 as fuel bill jumps by $2.2 billion — CNBC World
9. 4:02 AM ETYour stock portfolio increasingly hinges on the bond market — and the midterm elections — MarketWatch
10. 4:31 AM ETThe election will be good news, regardless of outcome, says Morgan Stanley’s chief stock-market strategist — MarketWatch
11. 5:03 AM ETTech stocks have made big V-shaped rebounds five times in 30 months — and now Deutsche Bank forecasts another bounce — MarketWatch
12. 5:32 AM ETConnecticut Sen. Chris Murphy has stroke and is in the hospital, office says — CNBC
13. 6:01 AM ETU.S. crude falls below $100 amid reports of U.S.-Iran diplomatic efforts — CNBC World
14. 6:01 AM ETThe latest market wobble sees Citi giving up on this big tech trade — MarketWatch
15. 6:01 AM ETThe midterm election could reshape the muni bond market. Here’s what investors need to know — CNBC
16. 6:33 AM ETDefense, healthcare, crypto and AI: How the midterm election could affect stocks — CNBC
17. 6:33 AM ETOpenAI deepens Abu Dhabi foothold as Sam Altman inks deals spanning energy, government and investment — CNBC
18. 7:04 AM ETHow oil prices could average $130 per barrel next year, according to Goldman Sachs — MarketWatch
19. 7:31 AM ETMarvell and Lumentum officially plan to combine. Here’s what to know. — MarketWatch
20. 8:02 AM ETMarvell and Lumentum officially plan to combine. Here’s what to know. — MarketWatch
21. 8:35 AM ETEconomic calendar: Factory and construction-spending data on agenda — MarketWatch
22. 9:31 AM ETOracle’s stock falls as the company details plan to raise $20 billion — MarketWatch
23. 9:31 AM ETOracle files to sell $20 billion in new stock, bonds to finance AI buildout — CNBC
24. 9:31 AM ETMarvell to buy Lumentum in all-stock deal, a massive bet on AI connectivity — CNBC
25. 10:01 AM ETDow, S&P 500, Nasdaq open higher; tech stocks bounce, oil prices drop — MarketWatch
26. 10:01 AM ETAnthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1 — CNBC
27. 11:31 AM ETWall Street's Fear Index is doing something strange. Here's what it means for stocks — CNBC World
28. 1:01 PM ETBehind Anthropic’s 1,127% revenue surge — and the expense that erased its profit — MarketWatch
29. 2:31 PM ETThe bond-market rally is defying the typical investing playbook. Here’s why. — MarketWatch
30. 2:31 PM ETApple reports after the bell. Options traders expect a big move — CNBC
31. 2:31 PM ETOptions traders are getting anxious on Palantir and Apple ahead of earnings — CNBC
32. 2:31 PM ETWhy Marvell’s deal for Lumentum is giving flashbacks to the dot-com bubble — MarketWatch
33. 4:01 PM ETDow up, S&P 500 and Nasdaq losing ground in final hour as tech stocks fall — MarketWatch
34. 4:01 PM ETIntel foundry push faces critical test after stock's 45% plunge in October — CNBC World
35. 4:01 PM ETChip stocks are suffering from a ‘crisis of confidence’ — but things aren’t as gloomy as they seem — MarketWatch
36. 4:33 PM ETDow closes over 200 points up, but Nasdaq falls sharply as tech stocks retreat — MarketWatch
37. 4:33 PM ETPalantir reports booming U.S. commercial revenue growth, topping government for first time — CNBC Earnings
38. 4:33 PM ETPalatir reports Q3 earnings beat — and a big turning point in its business model — MarketWatch
39. 4:33 PM ETPalantir earnings are out — and they reveal a major AI turning point — MarketWatch
40. 4:33 PM ETPalantir earnings reveal a major AI turning point — MarketWatch
41. 5:03 PM ETApple earnings are out, and they beat expectations. Here's what to know. — MarketWatch
42. 5:31 PM ETApple's stock seesaws as John Ternus helms first earnings call as CEO — live — MarketWatch

U.S. stocks closed Monday, November 2, with the 10-year Treasury yield ending at 4.91%, down 3 basis points. Traders weighed a 7% selloff in crude oil on Iran peace talk hopes ahead of the U.S. midterm elections. The week's next key catalyst is the US jobs report due Friday. The Reserve Bank of Australia announces its monetary-policy decision Tuesday, November 3, and the Bank of England follows Thursday, November 5. The US jobs report (nonfarm payrolls) and the preliminary UMich consumer sentiment reading are both scheduled for Friday, November 6.

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