US Stock Market News
S&P 500 & Nasdaq moves, earnings, Fed and macro, and single-stock catalysts — original analysis for investors.
Bearish$AAPL$PLTRApple and Palantir Earnings, Two Beats Meet a Premarket Selloff
Apple fell 3.8% and Palantir dropped 7.8% in Tuesday premarket trading as margin pressure and slower commercial bookings drew scrutiny.
Nov 3, 2026
BullishCNBC: Oil Climbs After Reported U.S. Strike on Iran’s Qeshm Island
CNBC reported Brent crude at $106.60 per barrel on Tuesday, up 1.75%, as investors weighed the Qeshm Island report against diplomatic signals.
Nov 3, 2026
NeutralChristine Lagarde to Leave ECB Early, Opening a High-Stakes Succession
Christine Lagarde will leave the European Central Bank on Feb. 7 next year, nearly nine months before her term expires in October 2027.
Nov 3, 2026
Bullish$PLTRPalantir Earnings, Commercial Revenue Overtakes Government at $984 Million
Palantir’s Q3 2026 revenue exceeded $2 billion as U.S. commercial sales rose 148%, prompting higher full-year commercial guidance.
Nov 3, 2026
NeutralFederal Reserve Holds Rates, Two Dissents Complicate Warsh’s Patience
Federal Reserve officials held the benchmark rate steady Wednesday with two dissents as Kevin Warsh disclosed procedural changes ahead.
Nov 3, 2026
BearishGreg Abbott vs. Gina Hinojosa: 60% Odds Put Texas AI Policy in Focus
Greg Abbott held a 60% chance on Kalshi before Tuesday’s Texas election as Gina Hinojosa’s rise sharpened scrutiny of data center policy.
Nov 3, 2026
NeutralKalshi Senate Market, Democrats’ Odds Reach 74% Before the Vote
Kalshi put Democrats at 74% on Monday after Republicans had led the Senate-control market since it opened in 2024.
Nov 3, 2026
NeutralSeries I Bonds: CNBC Flags a 5.51% Rate With Liquidity Trade-Offs
Series I bonds pay 5.51% annual interest through April 30, CNBC reports, with a $10,000 annual limit and a 12-month lockup.
Nov 3, 2026
NeutralDonald Trump: Reflecting Pool Opens as Midterm Message Arrives Late
Donald Trump opened the Reflecting Pool on 2026/11/02, spending more than 20 minutes on Washington subjects before explicitly addressing the midterms.
Nov 3, 2026
NeutralFederal Reserve, Kevin Warsh Plans Fewer Rate Votes While Keeping Eight Meetings
Federal Reserve policy stayed at a 3.75% to 4% target range on Oct. 28 as Kevin Warsh outlined fewer scheduled rate votes.
Nov 3, 2026
NeutralSpaceX, Over 2 Million Donated Shares Set for Trump Accounts
SpaceX shares will reach eligible Trump Accounts in December, with a share apiece planned for around 2 million holders ages 11 to 17.
Nov 3, 2026
Bearish$AAPL$AMZN$GOOGLApple Earnings, Options Price a Move Under 4.8% as Valuation Risk Builds
Apple reports after the bell with AAPL valued above Amazon and Alphabet, while CNBC cites a less than $16.50 implied move by week-end.
Nov 3, 2026
Bearish$AAPL$PLTRApple and Palantir Options, Put Demand Raises the Earnings Stakes
Apple logged 620,000 options by midday as Palantir put prices reached the 97th percentile of the past year ahead of Monday earnings.
Nov 3, 2026
NeutralDepartment of Justice Takes California Ballot Dispute to Supreme Court
Department of Justice asked the Supreme Court to pause counting challenged California mail-in ballots tied to about 20,000 voters.
Nov 3, 2026
NeutralEurostat’s Euro Zone Growth Surprise Masks France’s 0.1% Contraction
Eurostat reported 0.4% euro zone growth in the third quarter, above Reuters’ 0.2% forecast, as France contracted and the ECB held rates.
Nov 3, 2026
NeutralFanatics and NHL, Hometown Remix Brings Local Design to All 32 Teams
Fanatics debuted NHL Hometown Remix on 2026-11-02, with custom premium jerseys at $275 and authentic versions at $500.
Nov 3, 2026
BearishCboe Volatility Index (VIX): A 19.4 Close Tests Wall Street’s Calm
Cboe Volatility Index (VIX) closed Friday at 19.4 as the S&P 500 fell nearly 2%, with options demand subdued relative to the equity decline.
Nov 3, 2026
BullishCNBC S&P 500 Election Study, 91% of One-Year Returns Were Positive
CNBC found the S&P 500 averaged a 13.7% one-year gain after midterms, while every one of the 11 midterms from 1982 through 2022 preceded gains.
Nov 3, 2026
Bearish$AMZN$GOOG$MSFTAnthropic, $895.4 Billion in Commitments Tests Its Revenue Surge
Anthropic generated roughly $17 billion in third-quarter revenue as quarterly growth slowed and infrastructure commitments reached about $895.4 billion.
Nov 3, 2026
Bearish$MRVL$LITEMarvell Technology, $115 Billion Lumentum Deal Tests Its AI Connectivity Bet
Marvell Technology will offer 4.5 shares for each Lumentum share in a fixed-ratio acquisition expected to close in the first half of 2028.
Nov 2, 2026
Neutral$LMT$MOH$COINLockheed Martin to Coinbase: U.S. Midterms Put Policy Exposure in Focus
Lockheed Martin gets about 70% of sales from the U.S. government, while Molina Healthcare and Coinbase face separate policy decision points.
Nov 2, 2026
NeutralSocial Security: Josh Turek’s Tax-Cap Push Raises the Stakes for 2032
Social Security may face trust-fund depletion in the fourth quarter of 2032 as Josh Turek and other Senate candidates debate its future.
Nov 2, 2026
BearishSocial Security, 22% Benefit Cut Risk Sharpens the 2032 Deadline
Social Security’s trust fund is projected to run out in the fourth quarter of 2032, with a 22% retirement benefit cut absent intervention.
Nov 2, 2026
BullishSouth Korea’s Record Budget, a 21.3 Trillion Won AI and Chip Test
South Korea plans 820.9 trillion won of 2027 spending, including 21.3 trillion won for semiconductors, physical AI and AI data centers.
Nov 2, 2026