US Equities · Pre-Open BriefingAlso todaySee the FI Daily
Materials slides as stocks little changed
October 2, 2026
The October 1, 2026 cash session, and what is scheduled today
The S&P 500 rose 0.19% to 7,666.45 and the Nasdaq Composite was little changed to 26,871.60, with the Nasdaq-100 up 0.31%.
Breadth296 up / 205 down
LeadershipNasdaq-100 by 0.11pp
Member coverage100%
Futures now
Ahead of the open, S&P 500 futures are up 0.46%, Nasdaq 100 futures up 0.61%, Dow futures up 0.50% and Russell 2000 futures up 0.63% against their previous settlement. In Asia, the Nikkei 225 is down 0.94% and the Hang Seng down 2.60%. In Europe, the Euro Stoxx 50 is up 0.90%, the DAX up 1.14% and the FTSE 100 up 0.25%. Across markets, WTI is down 3.74% at 89.40, Gold is up 0.17% at 4,209.30 and EUR/USD is down 0.81% at 1.1236.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,759.50 | +35.50 (+0.46%) | 2026-10-02 |
| Nasdaq 100 futures | 30,949.00 | +188.50 (+0.61%) | 2026-10-02 |
| Dow futures | 51,497.00 | +256.00 (+0.50%) | 2026-10-02 |
| Russell 2000 futures | 2,844.80 | +17.90 (+0.63%) | 2026-10-02 |
Where the tape closed
S&P 500
7,666.45
+14.91 (+0.19%)
5d -0.49% · 1m +0.46%
Nasdaq Composite
26,871.60
+10.54 (+0.04%)
5d -0.25% · 1m +2.96%
Nasdaq-100
30,501.56
+93.06 (+0.31%)
5d +0.07% · 1m +4.90%
VIX
16.39
+0.05 (+0.31%)
5d +4.59% · 1m +7.83%
The Session
Of the 503 S&P 500 members that printed, 296 rose and 205 fell. Energy led the sector table at +2.49% on an equal-weighted basis and Materials sat at the bottom at -3.72%. Micron Technology (MU) rose 3.03% and carried the largest share of the weighted index move. The VIX rose 0.31% to 16.39. Three universe names reported on the session.
World news
- Indian Stocks Extend Slide as High Crude Sparks Risk-Off TradeBloomberg Markets
- China Cancels Some Fuel Shipments to Support Domestic SupplyBloomberg Markets
- The latest oil-price shock rippling through the economy is a refining crisis — not a crude crisisMarketWatch
- Brent crude oil surges past $102 amid Hormuz tensions, US-Iran conflictGulf News
- <a href="https://www.thedailystar.net/business/global-economy/news/china-bangladesh-trade-reaches-128b-h1-2026-embassy-4288136" hreflang="en">China-Bangladesh trade reaches $12.8b in H1 of 2026: embassy</a>Daily Star BD
- Rupee ends at 96.31:Crude oil, surging yield and FII selling weigh on currencyfinancialexpress.com
The day ahead
Economic calendar
| Time | Release | Impact | Consensus | Previous |
|---|---|---|---|---|
| 08:30 ET | Headline Unemployment Rate | High | 4.1 | 4.1 |
| 08:30 ET | Payroll Jobs Growth | High | 90000 | 162000 |
| 08:30 ET | Annual Wage Growth | Medium | 3.2 | 3.1 |
| 08:30 ET | Labor Force Participation | Medium | — | 61.6 |
| 08:30 ET | Monthly Wage Growth | Medium | 0.3 | 0.3 |
| 10:00 ET | Factory Orders Month-over-Month | Medium | 0.1 | 0.9 |
| 10:00 ET | Speech by Fed's Logan | Medium | — | — |
Reporting today
No universe name on the reporting calendar for today.
Overnight and across markets
Asia and Europe
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 68,309.46 | -647.26 (-0.94%) | 2026-10-02 |
| Hang Seng | 23,972.29 | -640.98 (-2.60%) | 2026-10-02 |
| Shanghai Composite | 3,842.20 | +11.74 (+0.31%) | 2026-09-30 last print |
| Euro Stoxx 50 | 6,231.05 | +55.60 (+0.90%) | 2026-10-02 |
| DAX | 25,223.83 | +284.48 (+1.14%) | 2026-10-02 |
| FTSE 100 | 10,454.77 | +26.47 (+0.25%) | 2026-10-02 |
Commodities, currencies and rates
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 89.40 | -3.47 (-3.74%) | 2026-10-02 |
| Gold | 4,209.30 | +7.00 (+0.17%) | 2026-10-02 |
| EUR/USD | 1.1236 | -0.0091 (-0.81%) | 2026-10-02 |
| USD/JPY | 157.58 | +0.02 (+0.01%) | 2026-10-02 |
| US 10-year yield | 5.29% | — | 2026-09-30 last print |
Where the indices sit
S&P 500 daily bars for the last 30 sessions, then three months of closes rebased to 100.
What carried the session
Proxy: dollar-volume share among members that printed, times the move. Not official index weight.
| Ticker | Name | Session | Contribution |
|---|---|---|---|
| MUSPXNDX | Micron Technology | +3.03% | +30.1 bp |
| ACNSPX | Accenture | +15.78% | +19.6 bp |
| CTVASPX | Corteva | -83.81% | -18.7 bp |
| LITESPXNDX | Lumentum | +7.67% | +12.1 bp |
| SNDKSPXNDX | Sandisk | +2.75% | +9.1 bp |
| SNPSSPXNDX | Synopsys | +12.78% | +8.0 bp |
| COHRSPX | Coherent Corp. | +10.90% | +8.0 bp |
| NVDASPXNDX | Nvidia | +1.09% | +4.9 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Energy | +2.49% | 21 |
| Information Technology | +2.47% | 74 |
| Industrials | +0.96% | 83 |
| Utilities | +0.56% | 31 |
| Financials | +0.40% | 76 |
| Consumer Discretionary | +0.23% | 47 |
| Real Estate | -0.47% | 30 |
| Consumer Staples | -0.54% | 33 |
| Health Care | -1.07% | 60 |
| Communication Services | -1.24% | 23 |
| Materials | -3.72% | 25 |
Largest moves
Risers
| Ticker | Name | Session |
|---|---|---|
| ACNSPX | Accenture | +15.78% |
| SNPSSPXNDX | Synopsys | +12.78% |
| FICOSPX | Fair Isaac | +11.69% |
| COHRSPX | Coherent Corp. | +10.90% |
| CIENSPX | Ciena | +7.77% |
| LITESPXNDX | Lumentum | +7.67% |
| MPCSPX | Marathon Petroleum | +6.25% |
| CDNSSPXNDX | Cadence Design Systems | +6.22% |
Fallers
| Ticker | Name | Session |
|---|---|---|
| CTVASPX | Corteva | -83.81% |
| PSKYSPX | Paramount Skydance Corporation | -9.58% |
| ALNYNDX | Alnylam Pharmaceuticals, Inc. | -6.31% |
| MKCSPX | McCormick & Company | -4.87% |
| DHRSPX | Danaher Corporation | -4.42% |
| INCYSPX | Incyte | -3.47% |
| DISSPX | Walt Disney Company (The) | -3.40% |
| AMGNSPXNDX | Amgen | -3.38% |
Earnings reported in the session
Beat and miss shown only where consensus and actual are both published.
| Ticker | Name | Slot | EPS est. | Reported | Surprise | Result |
|---|---|---|---|---|---|---|
| ACN | Accenture plc | Before open | 3.19 | — | — | — |
| NKE | Nike, Inc. | After close | 0.43 | — | — | — |
| MKC | McCormick & Company, Incorporated | Before open | 0.75 | — | — | — |
Headlines in the session window
- Here’s who’s joining the S&P 500 in the index’s latest shakeupMarketWatch
- U.S. Stocks Resilient as Treasury Yield Tops 5.3% - 조선일보Google News US
- Moderna to replace Warner Bros Discovery on Nasdaq 100 - ReutersReuters Business
- AbCellera to Report Third Quarter 2026 Financial Results on November 9, 2026Financial Post
- Algoma Steel Group Inc. Provides Guidance for the Third Quarter 2026Financial Post
Fed and macro
- ISM Manufacturing PMI2026-10-01 · High impact
- ISM Manufacturing PMI2026-10-01 · High impact
- US Federal Reserve’s Kashkari says US central bank must lower inflation pressures - The Straits TimesGoogle News US
- US Federal Reserve Interest Rate prediction: Fed experts are making bold forecasteconomictimes.com
- Federal Reserve vice chair says it ‘may take more time’ before hiking rates againThe Hill Economy
- Rupiah strengthens against US dollar as easing inflation data cools Federal Reserve rate hike expectationsstreamlinefeed.co.ke
- Japanese yen firms on strong inflation, dollar muted before payrolls testInvesting.com
What to watch
scheduled US macro: ISM Manufacturing PMI (2026-10-01); ISM Manufacturing PMI (2026-10-01).
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