Stocks rise on oil and China

Futures now

Ahead of the open, S&P 500 futures are up 0.24%, Nasdaq 100 futures up 0.34%, Dow futures up 0.22% and Russell 2000 futures up 0.28% against their previous settlement. In Asia, the Nikkei 225 is up 1.73%, the Hang Seng down 0.73% and the Shanghai Composite down 1.33%. In Europe, the Euro Stoxx 50 is up 0.32%, the DAX up 0.29% and the FTSE 100 down 0.72%. Across markets, WTI is down 0.81% at 100.94, Gold is down 0.38% at 4,023.20 and EUR/USD is down 0.61% at 1.1150.

Where the tape closed

World news

• Saudi Arabia to store crude oil in Singapore to bolster Asia supply security - The StarGoogle News GCC
• Rupiah is Predicted to Weaken to Rp18,180 per US Dollar, Oil Prices and Geopolitics in the Spotlight - VOI.IDGoogle News ID
• Unleash the Export-Import Bank to outcompete ChinaThe Hill Economy
• China’s economy keeps growing despite Trump’s tariffs. What Goldman Sachs’ warning means for US investorsMoneyWise.com
• “U.S.-bound investment is a ‘reverse Marshall Plan’; tariffs failed to drive the U.S. and China apart” - 매일경제Google News CN Trade
• China-US economic engagement strengthens prospects for global trade stability-INP - Independent News PakistanGoogle News CN Trade

The day ahead

No medium- or high-impact US release scheduled.

Before the open: KO (cons. 0.87) · BA · SPGI (cons. 4.43) · GLW (cons. 0.89) · HCA (cons. 6.74) · FCX (cons. 0.80) · AMT (cons. 2.78) · JCI (cons. 1.58) · UPS (cons. 1.63) · SHW (cons. 3.65) · ECL (cons. 2.18) · HLT (cons. 2.35) · ITW (cons. 2.99) · RCL (cons. 6.38) · PCAR (cons. 1.61) · PYPL (cons. 1.31) · IQV (cons. 2.94) · CNC (cons. 0.07) · CNP (cons. 0.50) · XYL (cons. 1.47) · HUBB (cons. 5.75) · CMS (cons. 1.30) · IVZ (cons. 0.75) · PNR (cons. 1.07)

After the close: V (cons. 3.43) · STX (cons. 7.17) · WM (cons. 2.18) · HOOD (cons. 0.56) · OKE (cons. 1.46) · NXPI (cons. 3.78) · BKR (cons. 0.63) · TER (cons. 2.04) · VTR (cons. 0.98) · EQT (cons. 0.38) · ACGL (cons. 2.05) · EXR (cons. 2.10) · FE (cons. 0.90) · FFIV (cons. 3.32) · PPG (cons. 2.13) · EXE (cons. 1.28) · ESS (cons. 4.01) · CSGP (cons. 0.28) · UHS (cons. 5.31) · BXP (cons. 1.80)

Overnight and across markets

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.

Breadth and sectors

Sector moves equal-weighted across members that printed.

Largest moves

Earnings reported in the session

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

Headlines in the session window

• Why Lumentum’s stock led the S&P 500 higher on MondayMarketWatch
• US Stocks Gain as Investors Parse Anthropic IPO FilingBloomberg Markets
• GM to Leave NYSE for Stock Listing on Tech-Focused NasdaqBloomberg Markets
• US Stock Market Today LIVE: Dow Jones Rises 105 Points, S&P 500 Gains 0.21% & Nasdaq Climbs 0.28% at Open as Oil Prices & Fed Rate Decision in Focus; Check What Investors Should Know - The Sunday GuardianGoogle News US
• GM to transfer stock listing to NasdaqGlobe and Mail
• General Motors Moving Stock Listing to Nasdaq From NYSEWSJ Markets
• Seoul stocks extend losses Monday morning ahead of earnings reports, Fed decision - The Korea TimesGoogle News US
• AECOM announces planned dates for fourth quarter and full year fiscal 2026 earnings results and conference callFinancial Post

Fed and macro

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