US Equities · Pre-Open BriefingAlso todaySee the FI Daily

Stocks rise on Iran and oil

November 3, 2026
The November 3, 2026 cash session, and what is scheduled today

The S&P 500 rose 0.36% to 7,568.92 and the Nasdaq Composite rose 0.83% to 25,372.01, with the Nasdaq-100 up 0.68%.

Breadth189 up / 312 down
LeadershipNasdaq-100 by 0.32pp
Member coverage100%

Futures now

Ahead of the open, S&P 500 futures are up 0.46%, Nasdaq 100 futures up 1.03%, Dow futures down 0.62% and Russell 2000 futures up 0.14% against their previous settlement. In Europe, the Euro Stoxx 50 is down 0.51%, the DAX down 0.45% and the FTSE 100 down 1.14%. Across markets, WTI is up 0.31% at 96.76, Gold is down 0.74% at 3,940.20 and EUR/USD is up 0.31% at 1.1192.

MarketLevelChangeAs of
S&P 500 futures7,609.25+34.75 (+0.46%)2026-11-03
Nasdaq 100 futures28,416.00+288.50 (+1.03%)2026-11-03
Dow futures51,808.00-325.00 (-0.62%)2026-11-03
Russell 2000 futures2,821.70+3.90 (+0.14%)2026-11-03

Where the tape closed

S&P 500
7,568.92
+27.52 (+0.36%)
5d -1.99% · 1m -2.64%
Nasdaq Composite
25,372.01
+207.70 (+0.83%)
5d -4.18% · 1m -7.66%
Nasdaq-100
28,180.26
+190.44 (+0.68%)
5d -4.96% · 1m -9.32%
VIX
20.83
-0.32 (-1.51%)
5d +18.89% · 1m +34.21%

The Session

Of the 501 S&P 500 members that printed, 189 rose and 312 fell. Communication Services led the sector table at +1.47% on an equal-weighted basis and Materials sat at the bottom at -2.16%. Oracle Corporation (ORCL) rose 5.85% and carried the largest share of the weighted index move. The VIX fell 1.51% to 20.83. 39 universe names reported on the session.

World news

The day ahead

Economic calendar
TimeReleaseImpactConsensusPrevious
10:00 ETJOLTs Job OpeningsHigh7100000.007190000.00
10:00 ETFactory Orders Month-over-MonthMedium1.20.3
16:30 ETAPI Weekly Crude Oil StocksMedium2100000.0-2031000.000
Reporting today

Before the open: MCD (cons. 3.36) · UBER (cons. 0.94) · CVS (cons. 1.62) · EMR (cons. 1.85) · DDOG (cons. 0.18) · GWW (cons. 11.64) · COR (cons. 4.56) · MLM (cons. 5.27) · KHC (cons. 0.43) · Q (cons. 1.18) · FIS (cons. 1.61) · CDW (cons. 2.77) · ZBH (cons. 1.89) · CRL (cons. 2.98) · SWK (cons. 1.54) · TRMB (cons. 0.73) · PODD (cons. 1.59)

After the close: ARM (cons. 0.22) · QCOM (cons. 1.46) · MCK (cons. 10.69) · MELI (cons. 9.41) · MSI (cons. 3.99) · APP (cons. 3.94) · ALL (cons. 7.03) · MET (cons. 2.71) · AFL (cons. 1.80) · EW (cons. 0.73) · VMRK (cons. 0.97) · COHR (cons. 1.78) · TKO (cons. 1.20) · EXPE (cons. 8.09) · ATO (cons. 1.14) · CPAY (cons. 6.74) · ES (cons. 0.97) · TPL (cons. 2.35) · STE (cons. 2.67) · AMCR (cons. 0.96) · PTC (cons. 1.59) · CF (cons. 2.93) · NWS (cons. 0.27) · NWSA (cons. 0.26) · HST (cons. 0.38) · APA (cons. 1.44) · FICO (cons. 9.20) · ALB (cons. 2.56)

Time not set: TECH (cons. 0.40)

Overnight and across markets

Asia and Europe
MarketLevelChangeAs of
Nikkei 22563,081.86-208.25 (-0.33%)2026-11-02 last print
Hang Seng23,393.32+98.90 (+0.42%)2026-11-02 last print
Shanghai Composite3,638.03+39.01 (+1.08%)2026-11-02 last print
Euro Stoxx 506,144.56-31.50 (-0.51%)2026-11-03
DAX25,864.62-116.47 (-0.45%)2026-11-03
FTSE 10010,638.43-122.87 (-1.14%)2026-11-03
Commodities, currencies and rates
MarketLevelChangeAs of
WTI crude96.76+0.30 (+0.31%)2026-11-03
Gold3,940.20-29.40 (-0.74%)2026-11-03
EUR/USD1.1192+0.0035 (+0.31%)2026-11-03
USD/JPY158.67+0.99 (+0.63%)2026-11-03
US 10-year yield4.95%—2026-11-03

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
ORCLSPXOracle Corporation+5.85%+13.1 bp
AMDSPXNDXAdvanced Micro Devices+3.65%+12.1 bp
MUSPXNDXMicron Technology+2.58%+9.7 bp
SNDKSPXNDXSandisk+4.78%+9.6 bp
NVDASPXNDXNvidia+2.29%+9.1 bp
AAPLSPXNDXApple Inc.-1.90%-8.2 bp
MSFTSPXNDXMicrosoft+2.74%+6.0 bp
BESPXBloom Energy+9.05%+5.8 bp

Breadth and sectors

Sector moves equal-weighted across members that printed.

SectorAverage member moveMembers
Communication Services+1.47%21
Information Technology+1.10%75
Industrials+0.53%83
Health Care+0.17%60
Real Estate-0.23%30
Utilities-0.49%31
Financials-0.51%76
Energy-0.65%21
Consumer Discretionary-1.44%47
Consumer Staples-2.02%33
Materials-2.16%24

Largest moves

Risers
TickerNameSession
FISVSPXFiserv+12.46%
BESPXBloom Energy+9.05%
DDSPXDuPont+8.61%
RVTYSPXRevvity+7.84%
APPSPXNDXAppLovin+7.28%
NBISNDXNebius Group N.V.+7.25%
CRWVNDXCoreWeave, Inc.+7.16%
FIXSPXComfort Systems USA+7.08%
Fallers
TickerNameSession
ITSPXGartner-13.19%
TRINDXThomson Reuters Corporation-9.87%
SYYSPXSysco-9.33%
ZBRASPXZebra Technologies-8.76%
SHOPNDXShopify Inc. Class A Subordinate Voting Shares-8.74%
BALLSPXBall Corporation-7.14%
ADMSPXArcher Daniels Midland-6.82%
LDOSSPXLeidos-6.55%

Earnings reported in the session

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

TickerNameSlotEPS est.ReportedSurpriseResult
AMDAdvanced Micro Devices, Inc.After close1.68———
AMGNAmgen Inc.After close5.74———
ANETArista Networks, Inc.After close0.99———
SHOPShopify Inc.Before open0.33———
PFEPfizer, Inc.Before open0.72———
ETNEaton Corporation, PLCBefore open3.54———
MPCMarathon Petroleum CorporationBefore open25.74———
BKNGBooking Holdings Inc.After close4.48———
APOApollo Global Management, Inc.Before open2.04———
AMEAMTEK, Inc.Before open2.12———
TRIThomson Reuters CorpBefore open0.89———
KDPKeurig Dr Pepper Inc.Before open0.63———
XYZBlock, Inc.After close0.68———
WATWaters CorporationBefore open3.99———
AIGAmerican International Group, Inc.After close1.85———
YUMYum! Brands, Inc.Before open1.47———
PRUPrudential Financial, Inc.After close3.31———
SYYSysco CorporationBefore open1.17———
ALABAstera Labs, Inc.After close0.83———
ADMArcher-Daniels-Midland CompanyBefore open1.63———
FISVFiserv, Inc.Before open1.72———
EXPDExpeditors International of Washington, Inc.Before open2.24———
IFFInternational Flavors & Fragrances, Inc.After close0.81———
BRBroadridge Financial Solutions, Inc.Before open1.37———
SMCISuper Micro Computer, Inc.After close1.04———
DDDuPont de Nemours, Inc.Before open1.86———
LDOSLeidos Holdings, Inc.Before open3.04———
BALLBall CorporationBefore open1.06———
ZBRAZebra Technologies CorporationBefore open4.21———
RVTYRevvity, Inc.Before open1.29———
ITGartner, Inc.Before open2.86———
AIZAssurant, Inc.After close4.57———
PNWPinnacle West Capital CorporationBefore open3.40———
SWKSSkyworks Solutions, Inc.After close0.89———
JKHYJack Henry & Associates, Inc.After close2.03———
AESThe AES Corporationtime-not-supplied————
HSICHenry Schein, Inc.Before open1.34———
APTVAptiv PLCBefore open1.33———
MOSMosaic Company (The)After close————

Headlines in the session window

Fed and macro

  • JOLTs Job Openings2026-11-03 · High impact
  • JOLTs Job Openings2026-11-03 · High impact
What to watch

46 universe names on the next earnings calendar (ARM, MCD, QCOM, UBER, MCK, CVS) · scheduled US macro: JOLTs Job Openings (2026-11-03); JOLTs Job Openings (2026-11-03).

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