Stocks rally on Fed odds and oil
The S&P 500 rose 0.60% to 7,722.60 and the Nasdaq Composite rose 1.18% to 26,477.81, with the Nasdaq-100 up 1.29%.
Futures now
Ahead of the open, S&P 500 futures are up 0.17%, Nasdaq 100 futures up 0.44%, Dow futures down 0.14% and Russell 2000 futures down 0.09% against their previous settlement. In Asia, the Nikkei 225 is up 1.08%, the Hang Seng up 0.23% and the Shanghai Composite up 0.91%. In Europe, the Euro Stoxx 50 is down 0.19%, the DAX little changed and the FTSE 100 down 0.28%. Across markets, WTI is up 1.87% at 101.77, Gold is down 0.31% at 4,061.90 and EUR/USD is down 0.37% at 1.1132.
| Market | Level | Change | As of |
|---|---|---|---|
| S&P 500 futures | 7,771.75 | +13.50 (+0.17%) | 2026-10-28 |
| Nasdaq 100 futures | 29,944.00 | +132.00 (+0.44%) | 2026-10-28 |
| Dow futures | 52,507.00 | -72.00 (-0.14%) | 2026-10-28 |
| Russell 2000 futures | 2,826.00 | -2.50 (-0.09%) | 2026-10-28 |
Where the tape closed
The Session
Of the 503 S&P 500 members that printed, 245 rose and 257 fell. Information Technology led the sector table at +1.77% on an equal-weighted basis and Energy sat at the bottom at -1.21%. Boeing (BA) fell 10.69% and carried the largest share of the weighted index move. The VIX fell 4.73% to 17.52. 44 universe names reported on the session.
World news
- China rushes to shore up markets as AI trade soursFinancial Times
- UK Budget Tests Bond Markets as Fed, ECB and Oil Risks LoomBloomberg Markets
- Higher tariffs on Canadian imports would be 'catastrophic,' Honda exec says - ReutersReuters Business
- Rupiah is Predicted to Weaken to Rp18,180 per US Dollar, Oil Prices and Geopolitics in the Spotlight - VOI.IDGoogle News ID
- Oil Theft Decline and Tantita’s Push to Sustain Security of Nigeria’s Crude - THISDAYLIVEGoogle News NG
- Rupee opens flat at 95.19 against the dollar as traders eye crude oil, Fed decision - Moneycontrol.comMoneycontrol IN (via GN)
The day ahead
No medium- or high-impact US release scheduled.
Before the open: GEV (cons. 4.03) · APH (cons. 0.73) · ADP (cons. 2.78) · PSX (cons. 11.97) · VRT (cons. 1.82) · AEP (cons. 2.04) · BSX (cons. 0.76) · AON (cons. 3.34) · TEL (cons. 3.08) · GRMN (cons. 2.38) · ODFL (cons. 1.61) · BIIB (cons. 2.06) · GEHC (cons. 1.21) · OTIS (cons. 1.00) · FLEX (cons. 0.97) · LH (cons. 4.65) · SW (cons. 0.60) · NI (cons. 0.22) · FTV (cons. 0.70) · IP (cons. 0.30) · IEX (cons. 2.23) · CHRW (cons. 1.72) · MAS (cons. 1.01) · LII (cons. 7.18) · GNRC (cons. 2.38)
After the close: MSFT (cons. 4.71) · GOOG (cons. 2.94) · GOOGL (cons. 2.94) · KLAC (cons. 1.18) · NOW (cons. 0.56) · TMUS (cons. 2.86) · FTNT (cons. 0.77) · EQIX (cons. 9.28) · ORLY (cons. 0.93) · FDX (cons. 3.24) · CVNA (cons. 0.47) · HONA (cons. 1.90) · EBAY (cons. 1.11) · F (cons. 0.39) · CMG (cons. 0.29) · RJF (cons. 3.28) · AWK (cons. 2.11) · VICI (cons. 0.62) · INVH (cons. 0.47) · TYL (cons. 2.70) · EG (cons. 9.38) · GEN (cons. 0.65) · MAA (cons. 2.10) · ALGN (cons. 2.32) · MGM (cons. 0.15)
Overnight and across markets
| Market | Level | Change | As of |
|---|---|---|---|
| Nikkei 225 | 63,954.19 | +685.82 (+1.08%) | 2026-10-28 |
| Hang Seng | 23,094.83 | +53.51 (+0.23%) | 2026-10-28 |
| Shanghai Composite | 3,681.47 | +33.17 (+0.91%) | 2026-10-28 |
| Euro Stoxx 50 | 6,152.99 | -11.70 (-0.19%) | 2026-10-28 |
| DAX | 25,600.66 | +9.89 (+0.04%) | 2026-10-28 |
| FTSE 100 | 10,656.44 | -30.06 (-0.28%) | 2026-10-28 |
| Market | Level | Change | As of |
|---|---|---|---|
| WTI crude | 101.77 | +1.87 (+1.87%) | 2026-10-28 |
| Gold | 4,061.90 | -12.70 (-0.31%) | 2026-10-28 |
| EUR/USD | 1.1132 | -0.0042 (-0.37%) | 2026-10-28 |
| USD/JPY | 157.88 | +0.35 (+0.22%) | 2026-10-28 |
| US 10-year yield | 4.99% | — | 2026-10-27 |
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 |
|---|---|---|---|
| BASPX | Boeing | -10.69% | -17.9 bp |
| TSLASPXNDX | Tesla, Inc. | +4.04% | +15.7 bp |
| AMDSPXNDX | Advanced Micro Devices | +5.45% | +13.3 bp |
| MUSPXNDX | Micron Technology | +2.77% | +12.4 bp |
| METASPXNDX | Meta Platforms | -1.64% | -10.9 bp |
| SNDKSPXNDX | Sandisk | +3.92% | +7.5 bp |
| AVGOSPXNDX | Broadcom | +4.00% | +7.4 bp |
| INTCSPXNDX | Intel | +3.61% | +6.4 bp |
Breadth and sectors
Sector moves equal-weighted across members that printed.
| Sector | Average member move | Members |
|---|---|---|
| Information Technology | +1.77% | 75 |
| Materials | +1.01% | 24 |
| Utilities | +0.68% | 31 |
| Industrials | +0.43% | 83 |
| Consumer Discretionary | +0.21% | 47 |
| Communication Services | -0.12% | 22 |
| Health Care | -0.35% | 60 |
| Financials | -0.53% | 76 |
| Real Estate | -0.75% | 30 |
| Consumer Staples | -1.01% | 34 |
| Energy | -1.21% | 21 |
Largest moves
| Ticker | Name | Session |
|---|---|---|
| PNRSPX | Pentair | +12.80% |
| NBISNDX | Nebius Group N.V. | +11.22% |
| ALABNDX | Astera Labs, Inc. | +10.47% |
| RKLBNDX | Rocket Lab Corporation | +8.34% |
| FLEXSPX | Flex Ltd. | +8.26% |
| CRWVNDX | CoreWeave, Inc. | +7.94% |
| DELLSPX | Dell Technologies | +7.47% |
| SMCISPX | Supermicro | +7.34% |
| Ticker | Name | Session |
|---|---|---|
| XYLSPX | Xylem Inc. | -14.21% |
| BASPX | Boeing | -10.69% |
| VLOSPX | Valero Energy | -9.24% |
| MPCSPX | Marathon Petroleum | -7.36% |
| PSXSPX | Phillips 66 | -7.03% |
| ARESPX | Alexandria Real Estate Equities | -5.85% |
| WELLSPX | Welltower | -5.77% |
| PAYXSPXNDX | Paychex | -5.57% |
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 |
|---|---|---|---|---|---|---|
| V | Visa Inc. | After close | 3.43 | — | — | — |
| KO | Coca-Cola Company (The) | Before open | 0.87 | — | — | — |
| BA | Boeing Company (The) | Before open | — | — | — | — |
| STX | Seagate Technology Holdings PLC | After close | 7.17 | — | — | — |
| SPGI | S&P Global Inc. | Before open | 4.43 | — | — | — |
| GLW | Corning Incorporated | Before open | 0.89 | — | — | — |
| HCA | HCA Healthcare, Inc. | Before open | 6.74 | — | — | — |
| WM | Waste Management, Inc. | After close | 2.18 | — | — | — |
| FCX | Freeport-McMoran, Inc. | Before open | 0.80 | — | — | — |
| JCI | Johnson Controls International plc | Before open | 1.58 | — | — | — |
| AMT | American Tower Corporation (REIT) | Before open | 2.78 | — | — | — |
| UPS | United Parcel Service, Inc. | Before open | 1.63 | — | — | — |
| HOOD | Robinhood Markets, Inc. | After close | 0.56 | — | — | — |
| SHW | Sherwin-Williams Company (The) | Before open | 3.65 | — | — | — |
| ECL | Ecolab Inc. | Before open | 2.18 | — | — | — |
| HLT | Hilton Worldwide Holdings Inc. | Before open | 2.36 | — | — | — |
| ITW | Illinois Tool Works Inc. | Before open | 2.99 | — | — | — |
| RCL | Royal Caribbean Cruises Ltd. | Before open | 6.38 | — | — | — |
| NXPI | NXP Semiconductors N.V. | After close | 3.78 | — | — | — |
| OKE | ONEOK, Inc. | After close | 1.46 | — | — | — |
| BKR | Baker Hughes Company | After close | 0.63 | — | — | — |
| PCAR | PACCAR Inc. | Before open | 1.61 | — | — | — |
| TER | Teradyne, Inc. | After close | 2.04 | — | — | — |
| PYPL | PayPal Holdings, Inc. | Before open | 1.31 | — | — | — |
| IQV | IQVIA Holdings, Inc. | Before open | 2.94 | — | — | — |
| VTR | Ventas, Inc. | After close | 0.98 | — | — | — |
| ACGL | Arch Capital Group Ltd. | After close | 2.15 | — | — | — |
| EQT | EQT Corporation | After close | 0.38 | — | — | — |
| CNC | Centene Corporation | Before open | 0.07 | — | — | — |
| EXR | Extra Space Storage Inc | After close | 2.10 | — | — | — |
| CNP | CenterPoint Energy, Inc. | Before open | 0.50 | — | — | — |
| FE | FirstEnergy Corp. | After close | 0.90 | — | — | — |
| FFIV | F5, Inc. | After close | 3.32 | — | — | — |
| XYL | Xylem Inc. | Before open | 1.47 | — | — | — |
| PPG | PPG Industries, Inc. | After close | 2.13 | — | — | — |
| HUBB | Hubbell Inc | Before open | 5.75 | — | — | — |
| CMS | CMS Energy Corporation | Before open | 1.34 | — | — | — |
| EXE | Expand Energy Corporation | After close | 1.28 | — | — | — |
| ESS | Essex Property Trust, Inc. | After close | 4.01 | — | — | — |
| CSGP | CoStar Group, Inc. | After close | 0.28 | — | — | — |
| IVZ | Invesco Plc | Before open | 0.75 | — | — | — |
| UHS | Universal Health Services, Inc. | After close | 5.31 | — | — | — |
| BXP | BXP, Inc. | After close | 1.80 | — | — | — |
| PNR | Pentair plc. | Before open | 1.07 | — | — | — |
Headlines in the session window
- GM to Leave NYSE for Stock Listing on Tech-Focused NasdaqBloomberg Markets
- Tech stocks gain as AI trade revivesFinancial Times
- Tech Stocks Add to Gains After Yesterday’s Anthropic RallyWSJ World News
- GM Is Leaving NYSE for the Nasdaq After More Than 100 YearsNY Times Business
- Why SoFi’s stock is soaring after earningsMarketWatch
- The AI boom is starting to break time-tested stock-market signalsMarketWatch
- Stock Market Today: Tech Stocks Buoyant Ahead of Fed Rate DecisionWSJ Markets
Fed and macro
No high-impact US print on the calendar for this session or the next.
50 universe names on the next earnings calendar (MSFT, GOOG, GOOGL, GEV, KLAC, APH).
The Equities Daily (Beta) lands before the US open with the previous session's close across the S&P 500 and Nasdaq, what carried the index, the story behind each mover, and the day's scheduled earnings and data. Free.
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