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Nasdaq Rises Nearly 300 Points as Market Digests Jobs Report
The major averages ended broadly higher, led by tech with the Nasdaq up roughly nearly 300 points. The 10-year Treasury yield remains near multiyear highs, but oil prices pulled back to drop below $90 a barrel.The market continues digesting Friday's weaker-than-expected September jobs report, which reduced expectations for another Fed rate hike this month. Traders now see roughly an 80% probability that the Fed holds rates steady in October, although a December hike remains largely priced in.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Schneider Electricagreed to acquire PTCFor $205 per share in cashC.H. Robinsonagreed to acquire RXO Inc.for $30.25 per shareGE Healthcarewill acquire SOFIE Biosciences for $945M in cashTeslaCEO Elon Musk confirmed discussions between his Terafab semiconductor production initiative and TSMCUnitedHealthis under investigation by Texas AG Ken Paxton amid alleged unlawful practices2. WALL STREET CALLS:Melius calls Microsoftthe "adults in charge" of AI, upgrades to BuyDraftKingsupgraded to Buy at BofA following 47% pullbackMorgan Stanley downgraded Group 1 Automotiveto Underweight and AutoNationto Equal WeightWells Fargoupgraded to Overweight at Morgan StanleyCiti upgraded Harley-Davidsonto Buy after several years of caution3. AROUND THE WEB:Despite being two of Anthropic's largest corporate customers, Metaand Microsoftare looking to lower their employees' use of Claude, The Information reportsStarbucksis being sued by customers who claim the company falsely advertised eight protein drinks as "sugar-free" because they contain lactose, Reuters reportsAppleCEO John Ternus has effectively become the company's design chief, working in the studio several times a week, Bloomberg reportsQualcommand Armwill be facing one another in court, with Qualcomm accusing the company of withholding chip testing tools under contract, Reuters saysStablecoin Developmentappears highly speculative and considers the stock uninvestable at any price above zero, Fugazi Research says in a new research note4. MOVERS:Vaxcytegained after announcing "positive" results from OPUS-1 Phase 3 trial of VAX-31Alvotechincreased in New York after the U.S. FDA approved a supplement to the biologics license application for SimlandiUpstartwas higher after reporting originations for September and Q3Millrose Propertiesfell after Citizens downgraded the stock to Market PerformCapricorwas lower after announcing open-label extension data for Deramiocel5. EARNINGS/GUIDANCE:NeuroOne Medicalprovided guidance for Q4 and FY26Insmedbacked its brinsupri outlook for FY26inTESTprovided guidance for Q3Forum Marketsannounced its outlook for FY27Camping Worldexpects its FY26 adjusted EBITDA guidance to be below the low endINDEXES:The Dow rose 90.94, or 0.18%, to 51,267.90, the Nasdaq gained 286.45, or 1.05%, to 27,477.31, and the S&P 500 advanced 51.23, or 0.66%, to 7,773.95.
Nasdaq Rises Nearly 200 Points, Led by Tech Stocks
The major averages were mixed near noon, with the Nasdaq up nearly 200 points, led by tech names. The 10-year Treasury yield is around 5.28%, near multiyear highs. Oil prices are just fractionally higher but remain above $90 a barrel amid continued tensions between the U.S. and Iran.The market also continues digesting Friday's weaker-than-expected September jobs report, which reduced expectations for another Fed rate hike this month. Traders now see roughly an 80% probability that the Fed holds rates steady in October, although a December hike remains largely priced in.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Schneider Electricagreed to acquire PTCFor $205 per share in cashC.H. Robinsonagreed to acquire RXO Inc.for $30.25 per shareGE Healthcarewill acquire SOFIE Biosciences for $945M in cashTeslaCEO Elon Musk confirmed discussions between his Terafab semiconductor production initiative and TSMCUnitedHealthis under investigation by Texas AG Ken Paxton amid alleged unlawful practices2. WALL STREET CALLS:Melius calls Microsoftthe "adults in charge" of AI, upgrades to BuyDraftKingsupgraded to Buy at BofA following 47% pullbackMorgan Stanley downgraded Group 1 Automotiveto Underweight and AutoNationto Equal WeightWells Fargoupgraded to Overweight at Morgan StanleyCiti upgraded Harley-Davidsonto Buy after several years of caution3. AROUND THE WEB:AppleCEO John Ternus has effectively become the company's design chief, working in the studio several times a week, Bloomberg reportsQualcommand Armwill be facing one another in court, with Qualcomm accusing the company of withholding chip testing tools under contract, Reuters saysKaroline Leavitt, who until August served as President Donald Trump's press secretary and chief spokeswoman, is joining Fox Newsnext month as an on-air contributor, NY Times reportsStablecoin Developmentappears highly speculative and considers the stock uninvestable at any price above zero, Fugazi Research says in a new research noteRenaultplans to continue investing in France's EV industry if this action continues to garner political and social support, Bloomberg reports4. MOVERS:Vaxcytegains after announcing "positive" results from OPUS-1 Phase 3 trial of VAX-31Alvotechincreases in New York after the U.S. FDA approved a supplement to the biologics license application for SimlandiUpstarthigher after reporting originations for September and Q3Millrose Propertiesfalls after Citizens downgraded the stock to Market PerformCapricorlower after announcing open-label extension data for Deramiocel5. EARNINGS/GUIDANCE:NeuroOne Medicalprovided guidance for Q4 and FY26Insmedbacked its brinsupri outlook for FY26inTESTprovided guidance for Q3Forum Marketsannounced its outlook for FY27PepsiCois set to announce Q3 results on October 8INDEXES:Near midday, the Dow was down 8.77, or 0.02%, to 51,168.19, the Nasdaq was up 207.39, or 0.76%, to 27,398.25, and the S&P 500 was up 37.96, or 0.49%, to 7,760.68.
Dow, S&P 500, and Nasdaq Futures Decline
Stock futures are lower as investors digest the first wave of megacap technology earnings, with concerns over accelerating artificial intelligence spending outweighing otherwise solid quarterly results. Dow, S&P 500 and Nasdaq futures are all in negative territory before the opening bell, while Treasury yields and oil prices are climbing, adding pressure to equity markets.Alphabet and Tesla set the tone for the session after reporting second quarter results late Wednesday. Alphabet posted record growth in its cloud business and topped earnings expectations, but investors focused on the company's increased capital expenditure outlook as it ramps up AI investments. Tesla also came under pressure after reporting negative free cash flow for the first time in more than two years, reinforcing concerns about margins and the cost of its AI and autonomous driving initiatives.The market's attention has shifted from whether big tech can deliver earnings growth to whether the billions of dollars being poured into AI infrastructure will generate sufficient returns. Investors will continue to monitor upcoming results from Intel and other technology companies for additional insight into AI-related capital spending and demand across the semiconductor supply chain.Geopolitical tensions are also weighing on sentiment after attacks linked to Iranian-backed Houthi militants disrupted shipping near the Bab el-Mandeb strait. Brent crude has climbed toward $100 a barrel, raising fresh concerns about inflation. Higher oil prices have pushed Treasury yields higher, particularly on the short end of the curve.In pre-market trading, S&P 500 futures fell 0.98%, Nasdaq futures fell 1.37% and Dow futures fell 1.0%.Check out this morning's top movers from around Wall Street, compiled by The Fly.UP AFTER EARNINGS -Cleveland-Cliffsup 9%West Pharmaceuticalsup 7%Quest Diagnosticsup 6%RTXup 5%Lockheed Martinup 5%Thermo Fisherup 5%Huntington Bancsharesup 1%Tractor Supplyup 4%McCormickup 1%Nokiaup 1%Honeywellup 1%DOWN AFTER EARNINGS -Alphabetdown 5%STMicroelectronicsdown 13%Tesladown 7%American Airlinesdown 5%Infosysdown 4%T-Mobiledown 4%Dow Inc.down 2%Harley-Davidsondown 1%
Company Raises Full-Year Guidance to $1.23 Billion
Reports Q2 revenue $1.23B, consensus $1.17B. "Our Q2 performance reflects strength in our domestic retail business, continued focus on healthy dealer inventory levels and the exceptional commitment of our dealer network. We also made meaningful progress against our Back to the Bricks strategic initiatives, strengthening execution across the business and driving improved profitability. Given this progress, our first-half results, and our market share gains, we are raising our full-year guidance and remain confident in our ability to create long-term value for shareholders," said Artie Starrs, President and CEO.
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