US Equities · Pre-Open BriefingAlso todaySee the US Macro Daily

Stocks rally on Iran and oil

October 6, 2026
The October 5, 2026 cash session, and what is scheduled today

The S&P 500 rose 0.66% to 7,773.95 and the Nasdaq Composite rose 1.05% to 27,477.31, with the Nasdaq-100 up 0.87%.

Breadth317 up / 183 down
LeadershipNasdaq-100 by 0.21pp
Member coverage100%

Futures now

Ahead of the open, S&P 500 futures are up 0.43%, Nasdaq 100 futures up 0.61%, Dow futures up 0.62% and Russell 2000 futures up 0.54% against their previous settlement. In Asia, the Nikkei 225 is up 1.05% and the Hang Seng up 1.00%. In Europe, the Euro Stoxx 50 is up 0.60%, the DAX up 0.62% and the FTSE 100 up 0.40%. Across markets, WTI is down 2.38% at 87.30, Gold is up 0.97% at 4,197.10 and EUR/USD is up 0.17% at 1.1274.

MarketLevelChangeAs of
S&P 500 futures7,860.00+33.75 (+0.43%)2026-10-06
Nasdaq 100 futures31,508.75+191.00 (+0.61%)2026-10-06
Dow futures51,877.00+319.00 (+0.62%)2026-10-06
Russell 2000 futures2,883.20+15.40 (+0.54%)2026-10-06

Where the tape closed

S&P 500
7,773.95
+51.23 (+0.66%)
5d +1.17% · 1m +0.34%
Nasdaq Composite
27,477.31
+286.45 (+1.05%)
5d +2.45% · 1m +3.36%
Nasdaq-100
31,076.44
+268.51 (+0.87%)
5d +2.64% · 1m +5.41%
VIX
15.52
+0.21 (+1.37%)
5d -3.42% · 1m +6.81%

The Session

Of the 503 S&P 500 members that printed, 317 rose and 183 fell. Health Care led the sector table at +1.57% on an equal-weighted basis and Real Estate sat at the bottom at -0.26%. PTC Inc. (PTC) rose 33.49% and carried the largest share of the weighted index move. The VIX rose 1.37% to 15.52.

World news

The day ahead

Economic calendar
TimeReleaseImpactConsensusPrevious
08:15 ETADP Employment Change WeeklyMedium—20000
08:30 ETExports LevelMedium—310700000000.0
08:30 ETImports LevelMedium—399300000000.0
08:30 ETTrade BalanceMedium-102000000000-88600000000.0
09:05 ETSpeech by Fed's WilliamsMedium——
10:45 ETSpeech by Fed's BowmanMedium——
16:30 ETAPI Weekly Crude Oil StocksMedium—1019000.000
19:00 ETSpeech by Fed's LoganMedium——
Reporting today

After the close: STZ (cons. 3.62)

Overnight and across markets

Asia and Europe
MarketLevelChangeAs of
Nikkei 22570,683.98+737.12 (+1.05%)2026-10-06
Hang Seng24,280.56+240.22 (+1.00%)2026-10-06
Shanghai Composite3,842.20+11.74 (+0.31%)2026-09-30 last print
Euro Stoxx 506,279.63+37.49 (+0.60%)2026-10-06
DAX25,411.16+156.95 (+0.62%)2026-10-06
FTSE 10010,539.90+42.00 (+0.40%)2026-10-06
Commodities, currencies and rates
MarketLevelChangeAs of
WTI crude87.30-2.13 (-2.38%)2026-10-06
Gold4,197.10+40.30 (+0.97%)2026-10-06
EUR/USD1.1274+0.0019 (+0.17%)2026-10-06
USD/JPY157.99+0.25 (+0.16%)2026-10-06
US 10-year yield5.31%—2026-10-05

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.

TickerNameSessionContribution
PTCSPXPTC Inc.+33.49%+41.4 bp
NVDASPXNDXNvidia+2.12%+13.9 bp
TSLASPXNDXTesla, Inc.+2.20%+7.6 bp
WDCSPXNDXWestern Digital+6.34%+6.9 bp
MRNASPXModerna+6.95%+5.9 bp
INTCSPXNDXIntel-2.63%-5.4 bp
STXSPXNDXSeagate Technology+4.49%+4.8 bp
METASPXNDXMeta Platforms+1.90%+4.5 bp

Breadth and sectors

Sector moves equal-weighted across members that printed.

SectorAverage member moveMembers
Health Care+1.57%60
Energy+1.39%21
Communication Services+1.20%23
Materials+1.02%25
Information Technology+0.86%74
Financials+0.81%76
Consumer Staples+0.50%33
Utilities+0.33%31
Industrials+0.03%83
Consumer Discretionary-0.13%47
Real Estate-0.26%30

Largest moves

Risers
TickerNameSession
PTCSPXPTC Inc.+33.49%
MELINDXMercadoLibre, Inc.+9.67%
SPCXNDXSpace Exploration Technologies Corp.+7.63%
ILMNSPXIllumina, Inc.+7.56%
CRLSPXCharles River Laboratories+7.09%
MRNASPXModerna+6.95%
WDCSPXNDXWestern Digital+6.34%
SHOPNDXShopify Inc. Class A Subordinate Voting Shares+5.76%
Fallers
TickerNameSession
CHRWSPXC.H. Robinson-10.85%
LENSPXLennar-6.73%
CMGSPXChipotle Mexican Grill-4.67%
NBISNDXNebius Group N.V.-4.22%
BMYSPXBristol Myers Squibb-3.83%
FERNDXFerrovial N.V.-3.36%
DOCSPXHealthpeak Properties-3.34%
MRKSPXMerck & Co.-3.30%

Earnings reported in the session

Beat and miss shown only where consensus and actual are both published.

No universe names in the earnings feed for this session.

Headlines in the session window

Fed and macro

  • Services Sector PMI2026-10-05 · High impact
  • Services Sector PMI2026-10-05 · High impact
What to watch

One universe name on the next earnings calendar (STZ) · scheduled US macro: Services Sector PMI (2026-10-05); Services Sector PMI (2026-10-05).

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