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What We're Watching Today

Econ Calendar Tues 10/13/26Christopher Waller Speaks 3:45 AM ETNFIB Small Business Optimism Index 6:00 AM ETExisting Home Sales 10:00 AM ETBill Announcements 11:00 AM ET3 & 6-Month Bill Auction 11:30 AM ETThomas Barkin Speaks 1:00 PM ET6-Week Bill Auction 1:00 PM ETSusan Collins Speaks 4:00 PM ET
S&P 500, Dow futures muted after big bank earnings, chip slide weighs
Iran reportedly fortifies nuclear sites as it prepares for possible U.S. strikes after midterms
Saudi Arabia Intercepts New Houthi Missile Attack on Riyadh
Saudi warning system stayed silent before deadly airport attacks
Trump says he does not believe China and Russia are helping Iran 'at all'
Iran and Russia ramping up hybrid campaigns in Britain, UK spy chief says
Trump census plan to cut noncitizens from 2030 count spurs critics toward legal fight
In Trump’s pardons for public officials, Republicans win most of the mercy
Trump Says He’s Considering Whether to Fire Kimberly Guilfoyle
Ken Paxton Partied in Dubai With Fugitives Ahead of High-Stakes Texas Senate Race
Trump’s Birthday Gift to Putin Is Only Half the Story
Germany's debt-to-GDP ratio expected to rise to 78.25% in 2030
Britain needs to keep deficit reduction on track, IMF says
China’s Weakening Economy Is Creating a Lost Generation
China's exports seen growing at faster pace in September
As ‘Cockroach’ protests grow over alleged voter fraud, Modi defends India as ‘mother of democracy’
OPEC raises 2027 oil demand view, citing need to rebuild stocks
$MU $SKHY $ASML Micron, SoftBank and ASML slide as Wall Street chip rout spreads
$NVDA (-0.8% pre) Nvidia's China AI-chip share falls as Huawei closes gap, report finds
$AAPL (+0.8% pre) Apple to unveil new smart home products, showcasing updated Siri AI
$META (-1.3% pre) Meta Says New Muse Model Hits AI Frontier After Aggressive Push
$NFLX (+1.2% pre) Netflix secures rights to air 2030 World Cup in Spain, Andorra
$CMG (+0.4% pre) $SBUX Starbucks Says It’s Not Buying Chipotle, Dousing Deal Rumors
$V (+1.5% pre) Visa gets Beijing’s green light for bank card business after 40 years of working with China
$FUN (-8.2% pre) Six Flags shares plunge after-hours following report of deadly roller coaster incident
$UBER (-0.7% pre) Uber Executive Overseeing Robotaxi Expansion to Depart
$FRMI (+13.5% pre) Fermi secures credit support from $AMD for Texas AI project
Anthropic warns AI models could soon copy themselves across home devices
$BMBL (+57.1% pre) Bumble to go private in $1.3 billion deal
$MU (-5.0% pre) Micron authorizes record $35.16B share buyback program starting Dec. 9
‘Phantom’ Data Centers Are Demanding More From the Power Grid Than They Need
$BKYI (+131.5% pre) BKYI Stock Rockets As Gulf Deal And FIDO Win Draw Traders
$WDAY (+1.8% pre) Workday to acquire identity platform C1.ai
$OLLI (+3.5% pre) Ollie's Bargain Outlet's Board Approves New $500 Million Share Repurchase Authorization - SEC Filing
$BNTX (-4.7% pre) BioNTech's mRNA cancer therapy misses first goal in head and neck trial
$SCNI (+44.8% pre) Scinai secures $5.1M manufacturing deal with U.S. biopharma firm
$SNDX (-11.3% pre) Syndax Pharmaceuticals stock tumbles on failed IPF trial
$TCRT (+81.0% pre) Alaunos acquires Velaris Therapeutics; Paragon Labs adds new leaders
$DPZ (-5.2% pre) Domino's (NASDAQ:DPZ) Surprises With Q3 2026 Sales
$C (+0.5% pre) Citigroup beats Q3 estimates as revenue hits decade high
$GS (+4.0% pre) Goldman Sachs profits surge 29% as trading boom holds up better than expected
$ACI (-2.4% pre) Albertsons Beats Second-Quarter Earnings Estimates but Withdraws 2026 Guidance Amid Business Review
$JPM (+1.2% pre) JPMorgan misses Wall Street's Q3 earnings and revenue estimates
$JNJ (-2.0% pre) J&J beats earnings estimates, eyes hip-knee unit spinoff by mid-2027
$UNH (+4.1% pre) UnitedHealth Group (UNH) Shares Rise on Strong Q3 Results
Top Earnings Tues 10/13 Aft: $AZZ
Top Earnings Wed 10/14 Pre: $ASML $BAC $BLK $FAST $MS $PGR $SOTK $STT
$CIFR (-14.0% pre) Cipher Digital Stock Falls After Proposing $850 Million in Notes.
$S (-7.1% pre) SentinelOne Shares Drop 7% After Announcing $1.25 Billion Convertible Notes Offering
Upgrades 10/13: $AEP $AZN $BCE $EXC $GEMI $GLXY $NWG $PLD $REXR $SPIR $VFC $VIK
Downgrades 10/13: $ACAD $ACGL $ADBE $ALNT $ASTS $CC $ERO $FHTX $LNTH $NRSN $PS $PSUS $RTX $SECZ $T
+Initiations 10/13: $AAPG $AHR $AIR $AOUT $AS $ASBH $CODI $COSO $CRH $ENTG $ETRA $FTI $GOAI $GOSS $IRS $KYNB $LIN $MMED $MSM $MTN $NHP $OIG $PPG $Q $SLC $SMR $SMRT $SOFI $SOLS $WTFC $YETI $ZPTA
-Initiations 10/13: $DOW
$BBAI (+3.0% pre) BigBear.ai wins $225M+ in federal AI contracts since July
Top Shareholder Meetings (via TradeXchange): $PG $USAU
Top Analyst/Investor Calls: $ALEC, $AMAT, $BGC, $ACIC, $KURA, $WDAY
Top Conferences: o Canaccord Biotech Private Company Symposium o CEO Investor Summit o IMF and World Bank Group Annual Meeting o Maxim Growth Summit o Needham Private Company Conference – Biotech and MedTech o Semicon West o Wolfe Global Quantitative & MacroInvestment Conference o Workday Rising
$VFC Mar 14 P Seller 10K for $0.85-0.95