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US stock market news — Thursday, October 1, 2026

119 stories · by lane · newest first · Eastern Time

The stories BORSA published on Thursday, October 1, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.

Corporate 58 Macro 22 Geopolitics 15 Earnings 9 Analyst action 5 Product 4 Energy 3 Policy 2 Legal 1

Corporate

58 stories

Corporate11:02 PM ET

Moderna to replace Warner Bros. Discovery in Nasdaq-100 after stock surges 500% this yearneutral 50 · impact 40

Corporate9:16 PM ET

Anthropic IPO odds reach 62% on Polymarket for Nov 30 deadlinebullish 70 · impact 60

Corporate8:44 PM ET

Anthropic to meet IPO investors Oct. 14, marketing as soon as Nov. 9, valuation $1.8T-$2T · impact 70

BORSA provides market news and sentiment, not individualized investment advice. Sentiment is an editorial market read, not a recommendation.

News Calendar Reports Stocks Sign in

neutral 50

Corporate7:43 PM ET

Nike CEO: lifestyle space lacks energy, consumer cautious; China Q1 revenue down 26%bearish 30 · impact 60

Corporate7:34 PM ET

Disney plans hundreds of job cuts in TV restructuringbearish 35 · impact 60

Corporate7:20 PM ET

Google and Planet Labs launch first AI chips into orbit on SpaceX Transporter-18bullish 65 · impact 30

Corporate5:42 PM ET

Oracle director Rusckowski buys $3.48M in sharesbullish 65 · impact 40

Corporate5:42 PM ET

Delta Electronics partners with Nvidia on Level 4 autonomous driving using Hyperionbullish 65 · impact 40

Corporate5:23 PM ET

Disney willing to pay 'a lot of money' for Bluey IP rights,: entertainment chiefneutral 50 · impact 30

Corporate5:20 PM ET

RTX's Raytheon awarded $24.4 billion multi-year contract for SM-6 interceptorsbullish 80 · impact 80

Corporate4:35 PM ET

Federal Realty acquires The Summit, Alabama's premier retail destination, for $508Mbullish 75 · impact 40

Corporate4:34 PM ET

onsemi and Synaptics revise merger agreement to $123 per share all-cash dealbullish 70 · impact 70

Corporate4:30 PM ET

Anthropic to meet prospective IPO investors on Oct. 14 at San Francisco HQbullish 70 · impact 70

Corporate4:15 PM ET

IBM elects Frank Baker to board of directorsneutral 50 · impact 20

Corporate4:09 PM ET

Markets await payrolls; Anthropic eyes Nov IPO, Broadcom offers $42B, Amazon buys 690 MW nuclearbullish 70 · impact 70

Corporate4:06 PM ET

Paramount Skydance appoints Ynon Kreiz as Co-CEO, sets Oct 6 merger close with Warner Bros. Discoverybullish 70 · impact 70

Corporate4:05 PM ET

Nebius acquires Inferize to cut GPU idle time, improve inference economicsbullish 70 · impact 35

Corporate4:00 PM ET

Medtronic receives Category I CPT code approvals for Altaviva and Symplicity Spyral systemsbullish 70 · impact 40

Corporate3:57 PM ET

Tesla cuts AI5 chip RAM by half, AI6 by third; Musk: optimus impact negligiblebullish 65 · impact 50

Corporate3:13 PM ET

SpaceX lockup expiration: 328 million shares become tradable Oct. 9bearish 35 · impact 40

Corporate2:54 PM ET

Chemung Financial Corp: brand unification could not affect mission, leadership or ownership.neutral 50 · impact 10

Corporate2:23 PM ET

Authentic Brands Group approaches Mattel for acquisition at $6B+ valuationbullish 85 · impact 80

Corporate2:21 PM ET

Stryker ($SYK) investigated over Peripheral Vascular manufacturing disclosuresbearish 25 · impact 50

Corporate2:18 PM ET

Nvidia and SoftBank complete final $10B installments in OpenAI's $122B roundbullish 70 · impact 70

Corporate1:48 PM ET

Anthropic targets mid-November IPO, valuation at or above $2 trillionbullish 70 · impact 70

Corporate1:42 PM ET

Toyota Motor North America opens battery centre in Saline, Michiganneutral 50 · impact 10

Corporate1:40 PM ET

Stellantis US sales up 3% Y/Y through Q3 2026; Q3 vehicle sales 324,277 unitsbullish 65 · impact 30

Corporate1:36 PM ET

Anthropic targets IPO before Thanksgiving, marketing as soon as Nov 9neutral 50 · impact 80

Corporate12:35 PM ET

Lyft agrees to pay $272.5 million to settle California driver wage theft allegationsbearish 25 · impact 70

Corporate12:14 PM ET

Microsoft MAI-Transcribe-2-Streaming priced at $0.54 per hourneutral 50 · impact 20

Corporate11:57 AM ET

McDonald's uses AI to set menu prices across US and some global marketsneutral 50 · impact 40

Corporate11:42 AM ET

Nebius agrees to acquire Inferize, an AI startup focused on GPU idle reductionbullish 65 · impact 30

Corporate11:35 AM ET

ubamatamab shows 73% ORR in advanced LGSOC, Regeneron plans Phase 3bullish 80 · impact 70

Corporate11:28 AM ET

Workday launches in the UAE, opens Dubai officebullish 65 · impact 35

Corporate11:00 AM ET

Finland takes delivery of first two permanently based F-35A aircraftbullish 65 · impact 30

Corporate10:48 AM ET

Large commercial property rates fall 14.5% in Q2, sharpest decline in a decadeneutral 50 · impact 20

Corporate10:36 AM ET

Thomson Reuters closes sale of majority stake in Global Print to KKRbullish 65 · impact 30

Corporate9:10 AM ET

Leidos Holdings elects AT&T COO Jeff McElfresh to board of directorsneutral 50 · impact 25

Corporate9:08 AM ET

SpaceX AI unit held compute lease talks with Microsoft; SpaceXAI launches Grok Bot Marketplacebullish 65 · impact 50

Corporate9:03 AM ET

Abhijit Dubey elected to Roper Technologies board of directorsneutral 50 · impact 20

Corporate9:00 AM ET

Applied Materials and Besi Expand Strategic Partnership for Advanced Packagingbullish 70 · impact 60

Corporate8:33 AM ET

Abhijit Dubey joins Roper Technologies board of directorsneutral 50 · impact 10

Corporate8:30 AM ET

Fiserv digital asset platform goes live with stablecoin-powered bankingbullish 70 · impact 50

Corporate8:01 AM ET

Strategy Inc ($MSTR) maintains STRC preferred dividend at 12%,: cash dividends with conditional November paymentneutral 50 · impact 30

Corporate8:00 AM ET

Apollo expands daily pricing to all credit assets, advancing transparency in private creditbullish 65 · impact 30

Corporate7:07 AM ET

Kimberly-Clark COO Russell Torres to depart November 2bearish 35 · impact 40

Corporate7:05 AM ET

Nebius acquires Inferize, an AI inference startupbullish 70 · impact 40

Corporate7:00 AM ET

Kimberly-Clark names Kenvue executives to lead North America, EMEA after acquisitionbullish 65 · impact 40

Corporate7:00 AM ET

Keurig Dr Pepper names Russ Torres CEO of future Global Coffee Co.bullish 70 · impact 70

Corporate6:50 AM ET

Cardinal Health Enters Binding Letter of Intent to Extend CVS Distribution Agreements Through 2032bullish 75 · impact 60

Corporate6:45 AM ET

CenterPoint Energy completes $2.62 billion sale of Ohio natural gas business to National Fuel Gasneutral 50 · impact 60

Corporate6:00 AM ET

Broadcom to lend Anthropic up to $42 billion for AI infrastructurebullish 80 · impact 80

Corporate5:55 AM ET

AWS lifts reserved GPU compute prices 15% on Oct 7, fourth quarterly increasebullish 70 · impact 70

Corporate5:46 AM ET

Netflix co-CEO Sarandos: growth not fast enough, live programming only 1% of viewingbearish 35 · impact 35

Corporate5:34 AM ET

Amazon plans to expand delivery network to nearly every US zip code by 2029neutral 50 · impact 70

Corporate5:20 AM ET

Citigroup lifts Bitcoin 12-month price target to $113,000 from $82,000neutral 50 · impact 40

Corporate1:00 AM ET

WTW takes full control of Al-Futtaim Willis after partner exitsbullish 70 · impact 60

Corporate1:00 AM ET

Regeneron and Sanofi expand alliance with next-generation long-acting immunology antibodiesbullish 75 · impact 65

Macro

22 stories

Macro8:49 PM ET

Treasuries rebound from selloff; 10-year yield closes at 5.24%, two-year at 4.79%bullish 70 · impact 60

Macro8:49 PM ET

Asian stocks fall as US-Iran tensions revive inflation fears, oil above $100bearish 30 · impact 60

Macro8:25 PM ET

Fed's Barkin, Collins, Schmid back September rate hike, keep focus on inflationbearish 30 · impact 60

Macro7:20 PM ET

Fed's Logan: higher long-term yields may reflect term premiums, reducing need for tighteningbullish 65 · impact 40

Macro7:00 PM ET

Tokyo core-core CPI rises at fastest pace since August 2025bearish 35 · impact 70

Macro4:08 PM ET

Fed's Jefferson, Williams signal patience on rates as labor data strengthensbullish 70 · impact 60

Macro3:39 PM ET

Fed's Cook: AI top 2027 risk, already causing inflationary pressurebearish 30 · impact 70

Macro1:44 PM ET

Kashkari open-minded on pace of rate hikes, no strong view on Octoberbearish 35 · impact 60

Macro1:40 PM ET

Fed's Jefferson and Williams signal no urgency for October rate hikebullish 70 · impact 60

Macro1:30 PM ET

Fed's Jefferson: More time needed on rates, inflation risks tilted to upsidebearish 30 · impact 70

Macro11:25 AM ET

US high-yield bond yield rises to 8.03%, highest since April 2025bearish 30 · impact 65

Macro11:02 AM ET

US Treasury buys $6 bln in 10-20 year debt in October 1 liquidity buyback; $46.39 bln offeredneutral 50 · impact 30

Macro10:00 AM ET

US construction spending rises 0.9%, ISM prices paid jump to 77.9bearish 30 · impact 65

Macro9:56 AM ET

S&P Global US Manufacturing PMI rises to 55.9, highest since May 2022bullish 70 · impact 60

Macro9:15 AM ET

Fed's Schmid: Trying to figure out what share of inflation is demand drivenneutral 50 · impact 30

Macro9:08 AM ET

Fed's Schmid: Inflation work remains, parsing demand vs supply shocksneutral 50 · impact 40

Macro9:01 AM ET

US goods trade deficit widens to $132.6 billion in August, largest since March 2025bearish 30 · impact 60

Macro7:57 AM ET

Employer health-plan costs projected to surge 11% in 2027, steepest since 2003bearish 30 · impact 60

Macro7:55 AM ET

US trade envoy to meet EU counterparts on diesel todayneutral 50 · impact 60

Macro7:37 AM ET

Moody's estimates $110B needed for 45 GW data center power by 2030neutral 50 · impact 40

Macro7:34 AM ET

Kashkari: five years of supply shocks becomes Fed's jobbearish 35 · impact 50

Macro3:30 AM ET

US September manufacturing PMI final at 55.9, below flash estimatebearish 35 · impact 60

Geopolitics

15 stories

Geopolitics3:31 PM ET

Supertanker carrying 2.5 million barrels struck and on fire near Strait of Hormuz off Oman coastbearish 30 · impact 70

Geopolitics3:28 PM ET

Three Emirati tankers hit in Strait of Hormuz were on PGSA non-compliance list, Iranian media saysbearish 25 · impact 80

Geopolitics2:39 PM ET

Trump: he eliminated Iranian nuclear threat in one night, says 7 months of operations ensure it stays that wayneutral 50 · impact 80

Geopolitics1:50 PM ET

US sending third aircraft carrier, up to 10,000 additional troops to Middle Eastbearish 30 · impact 70

Geopolitics12:52 PM ET

Trump: 'now I have to make a decision' on Iran, warns of destructionbearish 30 · impact 60

Geopolitics12:51 PM ET

Trump: Iran must sign deal or face existential threatbearish 30 · impact 60

Geopolitics12:32 PM ET

Putin rejects proposals to halt Black Sea strikesbearish 30 · impact 70

Geopolitics12:29 PM ET

Putin: russian diesel could not reach global markets due to sanctionsbearish 30 · impact 70

Geopolitics12:13 PM ET

Putin: Threat to Kaliningrad could trigger use of all weapons in arsenalbearish 20 · impact 80

Geopolitics12:11 PM ET

Putin: Kaliningrad escalation makes use of all available means unavoidablebearish 30 · impact 70

Geopolitics8:40 AM ET

Iran: it could keep pursuing dialogue with US, reviews latest response on Hormuz, sanctions reliefneutral 50 · impact 70

Geopolitics8:16 AM ET

Netanyahu: indications Iran, proxies want to attack Israelbearish 35 · impact 60

Geopolitics7:06 AM ET

Trump: renewed Iran bombing possible after midtermsbearish 30 · impact 80

Geopolitics6:19 AM ET

Pentagon reportedly increasing nuclear options for presidentbearish 30 · impact 60

Geopolitics5:30 AM ET

Russia: nuclear warning to NATO is not confrontationalbearish 30 · impact 60

Earnings

9 stories

Earnings5:41 PM ET

Chronoscale Corp agreements point to $1 billion annual run-rate by Q3 2027neutral 50 · impact 30

Earnings4:24 PM ET

Nike stock drops 6% to lowest since 2013 after earnings, down 82% from peakbearish 20 · impact 80

Earnings4:20 PM ET

Nike shares fall over 5% in after-hours trading after earnings, hit lowest since 2014bearish 15 · impact 80

Earnings4:15 PM ET

NIKE ($NKE) Q1 revenue falls 4% to $11.2B, launches $1.0B restructuring planbearish 30 · impact 75

Earnings4:03 PM ET

Musk cautiously optimistic SpaceX VR72 can reach ~250kW average powerneutral 50 · impact 10

Earnings9:44 AM ET

Accenture shares surge 23% at open, set for record gainbullish 90 · impact 80

Earnings9:19 AM ET

Samsung lifts Galaxy S26 prices by $100 amid memory shortageneutral 50 · impact 70

Earnings6:42 AM ET

Accenture Q4 revenue and EPS beat; FY27 guidance mixedbullish 70 · impact 70

Earnings4:59 AM ET

XPeng September deliveries rise 5% month over month to 41,256 vehiclesbullish 80 · impact 60

Analyst action

5 stories

Analyst action11:04 PM ET

JPMorgan lifts Accenture Price Target to $242 From $200neutral 50 · impact 40

Analyst action11:59 AM ET

Needham reiterates Meta as long-term risk to Apple,: meta aims to replace iPhone platformbearish 35 · impact 40

Analyst action11:54 AM ET

Needham flags Meta as long-term risk to Apple's ecosystem moatbearish 35 · impact 40

Analyst action7:39 AM ET

Morgan Stanley cuts Apple price target to $355, sees major product cycle under new CEObullish 70 · impact 60

Analyst action5:32 AM ET

Goldman refreshes top US stock picks, adds Amazon, Burlington, Huntington Ingalls, Johnson Controls, Occidentalneutral 50 · impact 40

Product

4 stories

Product8:09 PM ET

Tesla launches Emergency Drive Away for Supercharger emergenciesneutral 50 · impact 25

Product1:57 PM ET

Cboe Global explores listing VIX perpetual futuresneutral 50 · impact 60

Product9:00 AM ET

HP Inc. unveils OmniBook 5 consumer laptop and ProBook 4 business notebookbullish 70 · impact 40

Product12:01 AM ET

IBM introduces self-hosted deployment for IBM Bob, targeting enterprise AI sovereigntybullish 70 · impact 50

Energy

3 stories

Energy8:24 AM ET

European nations hold emergency talks on diesel reservesneutral 50 · impact 70

Energy6:33 AM ET

EU confirms high-level talks with US on potential emergency oil stock releasesneutral 50 · impact 60

Energy5:25 AM ET

EU coordinates potential massive diesel stock release after US requestbullish 70 · impact 60

Policy

2 stories

Policy2:11 PM ET

GOP considers $4 trillion debt-limit hike in lame-duck sessionneutral 50 · impact 60

Policy10:02 AM ET

U.S. federal workforce falls to 60-year low after Trump and DOGE cut 300,000 jobsbearish 30 · impact 60

Legal

1 story

Legal1:45 PM ET

Fifteen US states file fraud lawsuit over Corteva's Vylor seed spinoff, alleging PFAS liability cut-offbearish 20 · impact 70

Other days on the wireEastern Time

← Wednesday, September 30 October 2026 News archive Friday, October 2 →

BORSA News Sentiment is a news-derived editorial measure, separate from price action and not investment advice.

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SPY−0.94%$764.50QQQ−2.08%$712.86

TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72TSLA−2.51%$353.34AAPL+0.25%$342.87NDAQ−0.29%$93.23NVDA−0.73%$215.64BKR+2.63%$55.83TFC+1.76%$47.39TOL−0.01%$133.92CBOE+2.01%$314.28SHOP−5.20%$168.88GPRK+2.34%$11.80PSX+1.49%$293.50B+0.21%$40.64SMTC−3.64%$138.96NFLX−2.85%$70.54LMT+2.81%$547.59EFX−0.29%$160.79XOM+1.91%$178.02MSTR−9.34%$137.16SPCX−2.32%$145.17TWLO−12.57%$239.02LUMN−5.85%$4.59NICE−3.72%$110.63MA−0.22%$614.95DELL−3.00%$459.21CCB−0.61%$42.71QXL+6.30%$4.22BETR−5.58%$10.16SOXX−2.89%$499.84APP−4.12%$267.77WDC−4.41%$340.72