US Equities · Pre-Open BriefingAlso todaySee the FI Daily

Energy jumps as stocks dip

October 26, 2026
The October 23, 2026 cash session, and what is scheduled today

The S&P 500 fell 0.52% to 7,623.68 and the Nasdaq Composite fell 0.21% to 25,955.34, with the Nasdaq-100 down 0.00%.

Breadth135 up / 367 down
LeadershipNasdaq-100 by 0.51pp
Member coverage100%

Futures now

Ahead of the open, S&P 500 futures are up 0.23%, Nasdaq 100 futures up 0.33%, Dow futures up 0.35% and Russell 2000 futures up 0.18% against their previous settlement. In Asia, the Nikkei 225 is down 0.80%, the Hang Seng up 0.51% and the Shanghai Composite up 0.19%. In Europe, the Euro Stoxx 50 is up 0.59%, the DAX up 0.93% and the FTSE 100 up 0.47%. Across markets, WTI is down 2.02% at 101.18, Gold is up 0.53% at 4,029.00 and EUR/USD is down 0.21% at 1.1198.

MarketLevelChangeAs of
S&P 500 futures7,677.25+17.50 (+0.23%)2026-10-26
Nasdaq 100 futures29,215.00+97.25 (+0.33%)2026-10-26
Dow futures52,579.00+185.00 (+0.35%)2026-10-26
Russell 2000 futures2,789.60+5.10 (+0.18%)2026-10-26

Where the tape closed

S&P 500
7,623.68
-39.75 (-0.52%)
5d -0.47% · 1m -1.04%
Nasdaq Composite
25,955.34
-53.52 (-0.21%)
5d -0.71% · 1m -3.65%
Nasdaq-100
28,957.53
-1.16 (-0.00%)
5d -0.79% · 1m -4.99%
VIX
19.45
+0.42 (+2.21%)
5d -2.70% · 1m +24.12%

The Session

Of the 503 S&P 500 members that printed, 135 rose and 367 fell. Energy led the sector table at +2.68% on an equal-weighted basis and Consumer Discretionary sat at the bottom at -2.18%. Bloom Energy (BE) fell 11.24% and carried the largest share of the weighted index move. The VIX rose 2.21% to 19.45. Two universe names reported on the session.

World news

The day ahead

Economic calendar
TimeReleaseImpactConsensusPrevious
08:30 ETChicago Fed National Activity IndexMedium—-0.04
10:30 ETDallas Fed Manufacturing IndexMedium—9.8
Reporting today

No universe name on the reporting calendar for today.

Overnight and across markets

Asia and Europe
MarketLevelChangeAs of
Nikkei 22562,189.65-503.51 (-0.80%)2026-10-26
Hang Seng23,211.81+118.44 (+0.51%)2026-10-26
Shanghai Composite3,697.52+7.04 (+0.19%)2026-10-26
Euro Stoxx 506,103.78+35.56 (+0.59%)2026-10-26
DAX25,415.41+233.76 (+0.93%)2026-10-26
FTSE 10010,740.91+50.51 (+0.47%)2026-10-26
Commodities, currencies and rates
MarketLevelChangeAs of
WTI crude101.18-2.09 (-2.02%)2026-10-26
Gold4,029.00+21.10 (+0.53%)2026-10-26
EUR/USD1.1198-0.0023 (-0.21%)2026-10-26
USD/JPY157.36+0.86 (+0.55%)2026-10-26
US 10-year yield5.00%—2026-10-23

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
BESPXBloom Energy-11.24%-19.1 bp
MUSPXNDXMicron Technology+2.46%+11.2 bp
CRWDSPXNDXCrowdStrike+8.25%+7.0 bp
PANWSPXNDXPalo Alto Networks+7.22%+4.4 bp
SNDKSPXNDXSandisk-1.82%-4.3 bp
TSPXAT&T-7.96%-4.1 bp
FIXSPXComfort Systems USA-9.26%-3.6 bp
WDCSPXNDXWestern Digital-2.97%-3.5 bp

Breadth and sectors

Sector moves equal-weighted across members that printed.

SectorAverage member moveMembers
Energy+2.68%21
Information Technology+0.41%75
Real Estate-0.10%30
Materials-0.51%24
Health Care-0.77%60
Utilities-0.80%31
Industrials-1.07%83
Financials-1.37%76
Consumer Staples-1.79%34
Communication Services-1.79%22
Consumer Discretionary-2.18%47

Largest moves

Risers
TickerNameSession
CCISPXCrown Castle+9.06%
CRWDSPXNDXCrowdStrike+8.25%
PANWSPXNDXPalo Alto Networks+7.22%
SLBSPXSchlumberger+7.08%
HALSPXHalliburton+5.21%
APASPXAPA Corporation+4.98%
VYLRSPXVylor+4.88%
DDOGSPXNDXDatadog+4.62%
Fallers
TickerNameSession
BESPXBloom Energy-11.24%
FIXSPXComfort Systems USA-9.26%
GLSPXGlobe Life-8.09%
TSPXAT&T-7.96%
TMUSSPXNDXT-Mobile US-7.71%
CBRESPXCBRE Group-6.05%
DECKSPXDeckers Brands-4.91%
MGMSPXMGM Resorts-4.88%

Earnings reported in the session

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

TickerNameSlotEPS est.ReportedSurpriseResult
AXPAmerican Express CompanyBefore open4.47———
SLBSLB LimitedBefore open0.62———

Headlines in the session window

Fed and macro

No high-impact US print on the calendar for this session or the next.

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