US Stock Market News
S&P 500 & Nasdaq moves, earnings, Fed and macro, and single-stock catalysts — original analysis for investors.
BullishApollo Global Management, a €10 Billion Bet on European Private Credit
Apollo Global Management’s European Credit Company has $11.2 billion of lending capacity and backing from ADIC and other strategic partners.
Nov 2, 2026
BearishU.S. Crude Below $100, Diplomacy Reports Reshape the Oil Risk
CNBC reported U.S. crude below $100 per barrel as Brent fell 3.91% to $109.00 and West Texas Intermediate dropped 4.1% to $99.85.
Nov 2, 2026
BearishBinance, $3.64 Billion Exit Tests Trust After Hack
Binance processed $4.65 billion of withdrawals and $1.01 billion of deposits on Nov. 1 as services reopened following the breach.
Nov 2, 2026
Bearish$CRCLCircle Internet Group, $1.8 Billion Freeze Tests Crypto Confidence
Circle Internet Group froze more than 800 million USD Coin as Tether froze over 1.5 billion USDT tied to a potential Binance incident.
Oct 30, 2026
NeutralBank of North Dakota, the $11 Billion Test for Public-Bank Proposals
Bank of North Dakota has $11 billion in current assets and works through 91 financial institutions, offering a live model for public-bank proposals.
Oct 30, 2026
NeutralStarbucks Earnings Split the Story: U.S. Sales Rise 7.7% as Outlook Lags
Starbucks posted 7.7% U.S. same-store sales growth, while its fiscal 2027 revenue outlook calls for a 1% decline against 1.4% forecast growth.
Oct 30, 2026
Bearish$RDDTReddit, $1 Billion Guidance Tests the Case for Mandatory Accounts
Reddit’s third-quarter DAUq rose 12% to 130.3 million, while weaker fourth-quarter guidance sharpened concern over shrinking Google referrals.
Oct 30, 2026
Bearish$GOOGL$MSFTAlphabet Shares Sink 13%—AI Spending Collides With Search Monetization
Alphabet lost roughly $500 billion on Thursday as negative third-quarter free cash flow reached $9.07 billion and search advertising missed expectations.
Oct 30, 2026
BearishServiceNow Plunges 27% as Earnings Expose an AI Payoff Gap
ServiceNow revenue rose more than 20% to $4.11 billion, while net new AI average contract value jumped 65% and adjusted earnings missed forecasts.
Oct 30, 2026
Neutral$AMZNAmazon Earnings, 38% AWS Growth Meets a $220 Billion AI Spending Test
Amazon reports Thursday after the bell as StreetAccount projects 38% AWS growth and investors assess a higher $220 billion 2026 spending plan.
Oct 30, 2026
Bullish$CCL$RCL$NCLHCarnival, Royal Caribbean and Norwegian Split on the Fuel-Cost Defense
Carnival earned $1.9 billion in the third quarter, while Royal Caribbean and Norwegian Cruise Line Holdings used hedging against fuel volatility.
Oct 30, 2026
Bearish$GOOGLSteve Eisman Cuts Portfolio Risk as AI Trade Nears a Tipping Point
Steve Eisman reduced portfolio risk as Anthropic’s revenue-to-equipment-expense ratio moved from 2.08 in the second quarter to 1.7 in the third.
Oct 30, 2026
Neutral$NVDANvidia Disputes Surveillance Report as China Chip Risk Stays in Focus
Nvidia disputed the New York Times report on 2026-10-29 after writing off about $4.5 billion in Chinese-tuned AI chips last year.
Oct 30, 2026
Neutral$MPC$XOM$CVXMarathon Petroleum Earnings, a $25.37 Estimate Meets a Stretched Refining Trade
Marathon Petroleum faces a $25.37-per-share earnings estimate after earning $17.73 three months earlier and $4.51 one year ago.
Oct 30, 2026
NeutralEuropean Central Bank Holds at 2.5% as Energy Inflation Complicates the Path
European Central Bank policy stayed at 2.5% on Thursday after a 25-basis-point September hike, with energy and tighter financing pulling in opposite directions.
Oct 29, 2026
Bullish$LLYEli Lilly Raises Sales Outlook, $91-$92 Billion Tests Pricing Trade-Off
Eli Lilly lifted 2026 sales guidance to $91-$92 billion as Mounjaro reached $10.72 billion and Zepbound generated $5.35 billion in quarterly revenue.
Oct 29, 2026
NeutralFederal Reserve Holds Rates, Kevin Warsh Keeps December in Play
Federal Reserve policy stayed unchanged as Kevin Warsh defended a 2% inflation target and rejected a preset path before December.
Oct 29, 2026
NeutralFederal Reserve Faces a 3.4% GDP Economy With Inflation Still Elevated
Federal Reserve policy now confronts 3.4% annualized third-quarter GDP, 3.6% September PCE inflation and resilient private demand.
Oct 29, 2026
BearishAlphabet Earnings Miss: Search Slows as Google Cloud More Than Doubles
Alphabet search revenue grew 12% to roughly $63 billion in the third quarter, while negative free cash flow intensified spending concerns.
Oct 29, 2026
Bullish$MSFTMicrosoft Earnings, Shares Rise 4% as Revenue Growth Holds Firm
Microsoft reported adjusted earnings of $4.89 per share as fiscal first-quarter revenue rose 19% year-over-year and 17% in constant currency.
Oct 29, 2026
NeutralFederal Reserve Holds Rates, Leaving Borrowers With Uneven Relief
Federal Reserve policy remains at a 3.75% to 4% target range, keeping pressure on variable-rate debt while supporting some savings yields.
Oct 29, 2026
Bearish$NVDA$MSFTNvidia, $12.9 Billion Hugging Face Deal Draws DOJ Scrutiny
Nvidia faces U.S. Department of Justice scrutiny after acquiring Hugging Face, a platform used by more than 18 million people at the time of the deal.
Oct 29, 2026
NeutralScott Bessent: Another Fed Rate Hike Would Not Necessarily Be a Mistake
Scott Bessent told CNBC on 2026-10-28 that the Fed should keep an open mind after holding rates unchanged at its October gathering.
Oct 29, 2026
NeutralFederal Reserve Holds Rates, but 10-Year Treasury Yield Reaches 5.026%
Federal Reserve policy stayed unchanged in October as the 10-year Treasury yield rose to 5.026% and CME priced strong odds of a Dec. 9 hike.
Oct 29, 2026