Updated hourly, 6 AM – 4 PM ET
Nasdaq futures up 0.52% as tech bounces back; WTI crude jumping 1.89% on supply concerns. Healthcare leading the charge with a 2.4% gain. Dip buying momentum carrying into the open as earnings optimism settles in. Watch XLV.
Dow rallies 500 points on solid earnings and falling oil; healthcare stocks lead with a 2.4% surge. Tech bounces back, Russell 2000 jumps 1.7%. VIX dips below 18 as dip buyers return. EFX crushing it with an 11.6% pop after beating Q3 estimates.
Broad rally on solid earnings and crumbling oil; healthcare surges. Small caps lead the charge. EFX pops 11% on beat. Tech bounces back after recent weakness. Treasury yields slip as housing data disappoints. Everything working today.
Oil's the star this morning; WTI crude up 2% while Nasdaq futures slip 0.47% on chip weakness. Tech bouncing off recent lows but energy stealing the show. Netflix earnings on deck today. Keep an eye on XLE positioning.
Tech bounces hard as AI trade rebounds; Nasdaq +1.2% with growth stocks shaking off their worst week since June. Oil slides while yields climb. AMZN leads the charge with new AI chip moves. Dow stuck in reverse, but the real story is semiconductor and cloud strength pushing higher.
Tech bounces hard as AI stocks shake off recent weakness. PLTR leads the charge with a 5.7% pop while the Nasdaq rallies 1.9%. Semiconductors, networking gear, and chip equipment all catching bids ahead of earnings. Dow barely budging on financials' stumble. VIX collapses 11.6%. Energy and utilities dragging. This feels like a short covering relief bounce more than conviction, but momentum favors the bulls into earnings season.
Nasdaq futures bounce 1.2% as buyers dip their toes back into AI after Friday's carnage. Energy gets hammered; crude down 1%, but metals rally across the board. Tech sector still underwater heading into earnings week. QQQ in focus.
Tech stocks cratered as the Nasdaq slid 2.5% on rotation fears and oil surged past $110. Energy crushed it while chips got hammered. XOM led the charge as crude powers higher.
Tech crashed hard as investors rotated out of AI darlings and into energy; PANW led the selloff with a 7.6% tumble while oil soared on geopolitical pressure.
Dow futures lead the charge up 0.30% as value trades catch a bid and tech takes it on the chin. Russell 2000 also perking up 0.31%, signaling rotation away from mega-cap AI names. Copper and silver both ripping over 1%, metals catching bids on softer dollar strength. Healthcare and materials outpacing as money rotates to defensive, cyclical plays. SPY barely budging but the divergence is real: size matters less today than sector selection.
Dow crushes it with a 1.1% pop as rate relief wins the day; Russell 2000 enters correction but bounces back 1.4%. Hot inflation data sent tech spiraling, but healthcare and materials rallied hard. Treasury yields tanked, gold surging. RBLX leading the charge up 7.7%.
Dow pops 500 points while tech dumps; Treasury yields sink as investors bail on AI darlings. Rotation story intact. DELL gets hammered hardest, down 7.7% as the hardware crowd takes pain. Rates collapsing faster than conviction in mega-cap growth.

Stock Market Dashboard

Live indices, movers, options and volatility · Oct 21, 2026

Top movers

Top movers, market cap $2B+. Select a column header to sort.
SymbolLastChgRel volMkt cap
SMCI Super Micro Computer, I… 36.27 +11.70% 0.6x $21.1B
SPCX Space Exploration Techn… 158.96 +7.56% 0.5x $1.95T
FTAI FTAI Aviation Ltd. Comm… 166.59 +5.47% 0.1x $16.8B
ROIV Roivant Sciences Ltd. C… 36.75 +5.24% 0.5x $25.1B
ECHO EchoStar Corporation 90.83 +5.14% 0.2x $25.1B
VRT Vertiv Holdings Co Clas… 213.44 +4.85% 0.2x $79.3B
VICR Vicor Corp 214.99 +5.31% 0.2x $8.8B
DELL Dell Technologies Inc. 481.10 +4.23% 0.3x $289.6B

Sector heat map

1D

Box size = relative volume (today vs the 20-day average), colour = 1-day change.

Fed rate odds

FedWatch
Oct 28 FOMCimplied
Hold
86%
+25bp
14%
Dec 9 FOMCimplied
Hold
13%
+25bp
87%

EFFR 3.88% · market-implied

Screeners

All

Economic calendar

Upcoming US economic events, times ET. Select a column header to sort.
TimeEventImpactActualFcstPrev
Today
Wed 10/21 10:30Crude Oil InventoriesL-0.1M-8.6M
Tomorrow
Thu 10/22 08:30Unemployment ClaimsM200K199K
Thu 10/22 10:00CB Leading Index m/mL-0.1%-0.1%
Thu 10/22 10:30Natural Gas StorageL83B67B
Fri, Oct 23
Fri 10/23 09:45Flash Manufacturing PMIM55.457.0
Fri 10/23 09:45Flash Services PMIM57.858.7
Fri 10/23 10:00Revised UoM Consumer SentimentM46.346.3
Fri 10/23 10:00Revised UoM Inflation ExpectationsM—4.7%
Showing 1–8 of 23
Page 1 of 3

US events · times ET · H high · M medium · L low impact

Upcoming earnings

BMO before market open AMC after market close time not announced

Upcoming earnings in the next two weeks. Select a column header to sort.
SymbolDateEPS estExp. moveMkt cap
META Meta Platforms, Inc. Wed 10/21 AMC 6.54 ±10.6% $1.80T
TSLA Tesla, Inc. Wed 10/21 AMC 0.22 ±10.5% $1.45T
LRCX Lam Research Corporation Wed 10/21 AMC 2.17 ±13.9% $340.6B
PM Philip Morris Interna… Wed 10/21 BMO 2.30 −2.9% vs ±6.8% $313.4B
SAP SAP SE Wed 10/21 AMC 2.03 ±9.5% $277.7B
TXN Texas Instruments Inc… Wed 10/21 AMC 2.40 ±11.3% $252.2B
TMO Thermo Fisher Scienti… Wed 10/21 BMO 6.40 +0.2% vs ±8.9% $251.2B
IBM International Busines… Wed 10/21 AMC 2.88 ±10.4% $222.7B
Showing 1–8 of 562
Page 1 of 71

Market Commentary

Updated hourly
Updated: Live Data

🌅 Pre-Market Overview

The overnight session handed equity bulls a gift wrapped in earnings optimism and geopolitical relief. Tech futures are leading the charge, with Nasdaq 100 outpacing the broader market as chip stocks and AI-linked names shake off yesterday's weakness. The SpaceX-Tesla deal chatter is adding rocket fuel to sentiment, while healthcare's outperformance suggests investors aren't spooked by recession fears. Iran prolonging US talks ahead of the midterms has taken some tail risk off the table. This is textbook risk-on setup: equities climbing across the board, from mega-cap tech down through the Russell 2000, with no real pushback from the macro side.

The cross-asset picture confirms the mood. Bonds are rallying hard, with the long end up nearly 40 basis points in yield terms, suggesting the Fed isn't seen as hawkish going forward; this takes pressure off growth stocks and validates the earnings-driven bounce. Meanwhile, copper and industrial metals are rolling over, which would normally signal caution, but that weakness looks more like demand destruction from slower global growth than a flight to safety. Energy selling off sharply (natural gas cratering over 4 percent) while equities climb tells you this isn't a stagflation scare. Crypto is up over 1 percent across the board and the dollar is soft, pointing to a "risk assets perform" environment. Healthcare leading the gain list is the tell: this market isn't pricing in recession; it's pricing in a soft landing with earnings growth intact.

⚠️ Risks & Opportunities

* Nasdaq futures up 0.60% while the 30-year bond rallies 38 basis points signals a classic risk-on move where equities gain permission from a steepening curve; the long end is pricing in a Fed pause or pivot, and equities are running with it into the open.

* Broad participation across small caps (Russell +0.38%), mid caps (+0.58%), and Dow (+0.42%) shows this is not a narrow AI trade bounce but genuine dip-buying conviction, meaning breadth should hold at the open if this momentum persists.

* Energy collapsing (crude -0.42%, natural gas -4.05%) while equities rally hard is a red flag for demand destruction concerns; copper down 0.83% reinforces that macro growth fears haven't vanished, just been temporarily papered over by earnings beats.

* Claims data Thursday and flash PMI surveys Friday will be your first real macro test after today's relief bounce; if data surprises soft, rates will reverse and equities will give back gains fast, so position sizing into the open makes sense.

* Bitcoin and Ether both up 1.17-1.38% overnight tells you risk capital is rotating back in and retail is re-engaged; watch if that flows into growth and mega-cap tech at the open or stalls out once cash trading begins.

* Russell 2000 breaking its 200-day moving average yesterday combined with today's positive futures action suggests a rotation out of defensive healthcare (which led yesterday +2.4%) is underway; cyclicals will outperform on the open if this setup holds.

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Bond Volatility Just Spiked While the VIX Slept. Is That a Signal to Buy Puts?
October 2, 2026

The MOVE index jumped 39% in a month while the VIX barely moved, and headlines say it's time to buy puts. We checked every similar split since 2004. The divergence is real, but as a signal to buy puts it has a poor record. Here are the numbers, episode by episode.

treasuriesvolatilityhedgingriskbacktestingstatistics

National polls

Polls & odds
Trump approval36.4% / 61.1%
net −24.7approve −1.4 in 30d
Generic ballotD +8.3
D 50.8 · R 42.5margin +0.5 in 30d
House
D 91%
Senate
D 65%

Average of the major poll aggregators, past 12 months. Control odds from prediction markets.

Mortgage rates

Rates & calculator
30-yr fixed · estimate7.30%
-3 bp since last print$2,742/mo on $400,000
15-yr fixed
6.49% +105 bp in a year
30-yr jumbo
7.30% +99 bp in a year
30-yr FHA
7.12% +109 bp in a year
10-yr Treasury
5.086% -3 bp today

Average rate borrowers locked, re-priced with the 10-year Treasury between daily prints. Not a quote.