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White House Plans to Loosen Methane Emission Rules

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.METHANE GAS EMISSIONS:The White House is slated to loosen rules designed to mandate that oil and gas companies lower their emissions of methane, a gas viewed as a "super pollutant" since it traps so much heat in the atmosphere, the New York Times' Brad Plumer. President Trump is anticipated to announce the plan at a Tuesday campaign rally in Texas alongside Republican Senate candidate Ken Paxton, the author says, citing two administration officials. Publicly traded companies in the space include BP, Chevron, ConocoPhillips, Exxon Mobil, Shelland TotalEnergies.TARIFFS:The U.S. and Canada are negotiating potential tariff relief on Canadian steel and autos to repair strained trade relations following stalled talks, with discussions focused on easing Section 232 duties of up to 50% on steel and 25% on autos, Reuters' Promit Mukherjee and David Shepardson. A Canadian source briefed on the negotiations says a deal on steel and auto tariffs was possible before the November 3 elections, while U.S. sources say the Trump administration wanted Canada to make further concessions. Publicly traded companies in the steel space include ArcelorMittal, Cleveland-Cliffs, Nucor, Steel Dynamicsand U.S. Steel. Publicly traded companies in the auto space include Ford, General Motors, Honda, Lucid Group, Mercedes-Benz, Nissan, Rivian, Stellantis, Tesla, Toyotaand Volkswagen.CONSTELLATION ENERGY:The White House is offering as much as $5B in financing to Constellation Energyto upgrade and modernize the company's nuclear reactors in Illinois, Maryland, and Pennsylvania, Bloomberg's Ari Natter and Will Wade report. The projects supported by the conditional loan commitment are anticipated to add almost 1.1 GW of electricity and help strengthen the grid and cut costs, the authors say, citing the U.S. Energy Department. Energy Secretary Chris Wright intends to announce the financing later Tuesday, the authors note.

Nasdaq and S&P 500 Decline Amid AI Spending Concerns

The Nasdaq and S&P were broadly lower amid renewed concerns over AI spending and an increase in oil prices. Meta shares slid despite strong revenue growth as investors weigh rising AI spending and legal costs, while Tesla is under pressure as its investment plans raise questions about returns. Oil prices were more than 2% higher amid continued tensions between the U.S. and Iran, as President Trump accused Iran in a Truth Social post of "doing everything they can to drive up the price of oil" prior to midterms.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Metareported mixed Q3 results, narrowed its FY26 capital expenditure guidance, and announced the establishment of a new Class C common stockTeslareported better-than-expected Q3 earnings, with CEO Elon Musk saying it will take at least a year to get Optimus robot production to 20,000 units per weekIBMreported upbeat Q3 results, with the company saying it is executing "solidly" against its prioritiesTexas Instrumentsreported better-than-expected Q3 results and provided upbeat Q4 earnings guidanceLockheed Martinprovided a "beat and raise" report for Q3 and announced a framework agreement with the Department of War for F-35 Lightning II fighter jets2. WALL STREET CALLS:BMO upgraded Blockto Outperform on Square volume accelerationNetflixdowngraded to Peer Perform at Wolfe ResearchCLSA and BNP Paribas upgraded Teslato Hold on potential SpaceXmergerRBC downgraded Dutch Broson competition, tough comparisonsBMO upgraded Ionisahead of Q3 report3. AROUND THE WEB:SB Energy, the SoftBank Group-controlleddeveloper of a massive planned Ohio data center project for OpenAI, is considering going public in December or possibly waiting until next year, The Information reportsA Sixth Circuit panel appeared reluctant to overturn Ford's$13.2M trade secrets verdict, Bloomberg Law reportsInfineum, a U.K.-based chemicals joint venture owned by Shelland ExxonMobil, has selected Bank of America to run a sale of the business, FT saysTSMCis looking into alternatives to rare-earth components in factory equipment, hoping to reduce the potential for Beijing export controls to disrupt plant operations, Reuters reportsSamsungand SK Hynixare upgrading their factories in China to produce more advanced memory chips, Reuters reports4. MOVERS:Biohavengained after the FDA accepted its new drug application resubmission for VyglxiaSpotifyincreased in New York after reporting Q3 results and providing guidance for Q4Kohl'swas higher after Gordon Haskett upgraded the stock to BuyTTM Technologieswas lower after reporting Q3 results and providing guidance for Q4, FY26, and FY27Hexcelfell after reporting Q3 results and increasing its buyback program to $750M5. EARNINGS/GUIDANCE:Honeywell Technologiesreported Q3 results and raised its guidance for Q4 and FY26Cencoraprovided guidance for FY26Badger Meterreported Q3 results, with EPS beating consensusFirstServicereported Q3 results, with CEO Scott Patterson noting he was "pleased" with the resultsPool Corp.reported Q3 results and backed its guidance for FY26INDEXES:The Dow rose 11.89, or 0.02%, to 52,867.98, the Nasdaq lost 694.00, or 2.60%, to 26,008.86, and the S&P 500 declined 93.74, or 1.21%, to 7,663.43.