US stock market news — Sunday, November 1, 2026
28 stories · by lane · newest first · Eastern TimeThe stories BORSA published on Sunday, November 1, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.
Macro
10 storiesMalaysia PMI Edges Up to 51.0, Signals 4Q Improvement but Risks Persistneutral 50 · impact 20
Indonesia manufacturing PMI jumps to 54.0, strongest since March 2024bullish 65 · impact 30
South Korea manufacturing PMI falls to 51.3, weakest since Februarybearish 35 · impact 40
Japan manufacturing PMI Shows Decent Growth Despite Slower Output, Cost Pressures Remainneutral 50 · impact 30
China manufacturing PMI hits 52.0, matching forecastneutral 50 · impact 30
Ireland October manufacturing PMI slips to 55.2 from 55.5neutral 50 · impact 20
Japan October final manufacturing PMI steady at 53.3, matching flashneutral 50 · impact 20
Australian manufacturing PMI at 49.6, weakest since late 2024bearish 35 · impact 30
Big Tech capex hits record $201.9 billion as combined free cash flow turns negativebearish 30 · impact 70
Elections, payrolls, Iran and heavy earnings set up a rough week for stocksbearish 30 · impact 60
Earnings
7 storiesAMD shares slide 11% as Intel earnings raise PC and server questionsbearish 30 · impact 60
Macquarie sees ResMed guidance as slight operational upgradebullish 65 · impact 30
FFR October robot sales hit 351 units, monthly record; cumulative tops 1,000bullish 80 · impact 60
UBS cuts Capstone Copper FY27 output estimate on high acid costsbearish 35 · impact 30
Global equities roundup: analysts weigh REITs, banks, energy and China growthneutral 50 · impact 40
Whirlpool downgraded to sell at Stifel as challenges seen acceleratingbearish 20 · impact 60
Meta's Muse AI Agent Challenges Amazon's Ad Dominancebearish 30 · impact 60
Corporate
4 storiesAlibaba provides cloud, AI for first Youth Olympic Games in Africaneutral 50 · impact 60
GE HealthCare debuts ceiling-mounted Allia Celeo imaging system at TCT 2026bullish 65 · impact 30
Venture Global starts commercial operations at Plaquemines LNG Phase Onebullish 70 · impact 60
Rosen Law Firm opens fiduciary-duty investigation into Monolithic Power Systemsbearish 40 · impact 20
Analyst action
3 storiesBMO Capital Markets Initiates Sinclair Gold at Outperform, Speculative Riskbullish 70 · impact 20
Macquarie lifts ResMed price target to A$47.50bullish 60 · impact 10
Barrenjoey lifts ResMed price target 3.6% to A$37.50bullish 60 · impact 20
Legal
2 storiesSecurities fraud class action filed against AppLovin over AI revenue claimsbearish 35 · impact 40
FuelCell Energy investors face Nov. 10 lead plaintiff deadline in securities fraud suitbearish 40 · impact 20
Energy
1 storyOPEC+ holds December output steady as Gulf shipping risks persistbullish 70 · impact 70
Sector
1 storyChinese EV makers report mixed October sales; exports surge as home market weakensbearish 35 · impact 60