US stock market news — Monday, November 2, 2026
89 stories so far · by lane · newest first · Eastern TimeThe stories BORSA published on Monday, November 2, 2026, grouped by lane, with the time, the sentiment read and the impact score of each.
Corporate
45 storiesQuantum Cyber publishes investor materials on quantum antenna technologybullish 60 · impact 20
Jones Trading Sets Azora Therapeutics Price Target at $14.00neutral 50 · impact 40
FDA places partial clinical hold on Bright Minds Biosciences' BMB-101 DEE studybearish 20 · impact 70
Arthur J Gallagher downgraded to Neutral from Buy at Citigroupbearish 35 · impact 30
SpaceX in talks to acquire EchoStar's Boost Mobile or access its networkbearish 25 · impact 75
Xcel Energy proposes $2B convertible note offering to refinance short-term debtbearish 35 · impact 30
Marvell maintains revenue guidance midpoint, narrows range to +/-2% from +/-5%bullish 70 · impact 40
Insider purchases at Voya, Washington Trust, World Acceptance for week ended Oct 30bullish 60 · impact 20
Tripadvisor finalizes $700 million sale of TheFork to American Expressneutral 50 · impact 40
Karyopharm Therapeutics files for Chapter 11, agrees to merger with Ayrmid Ltd.bearish 15 · impact 80
Axsome Therapeutics: current cash sufficient to fund operations into cash flow positivitybullish 70 · impact 40
SpaceX considers buying EchoStar's Boost Mobile, report saysneutral 50 · impact 50
Marriott forecasts 2026 worldwide RevPAR growth of 4.5% to 5%neutral 50 · impact 60
Wabtec secures $390M services agreement with Transnet Engineeringbullish 75 · impact 60
Alpine Income Property Trust completes $117.3M industrial portfolio acquisitionbullish 70 · impact 40
Fort Technology receives TSXV approval for voluntary delisting, Nasdaq listing continuesneutral 50 · impact 20
Eton Pharmaceuticals licenses patent rights, initiates ET-900 program for mecasermin in infantile spasmsbullish 70 · impact 35
Barrick plans expanded exploration at GFG's Pen Gold Project in Ontarioneutral 50 · impact 10
GeoPark advancing preparations to complete Bare Block operational takeover by year-end 2026bullish 65 · impact 40
Broadridge to bring on-chain governance to NYSE tokenized securities platformbullish 70 · impact 60
GeoPark Completes Venezuela Bare Block CPP, Issues 42.1M Shares to Grupo Gilinskibearish 25 · impact 80
Brookfield and CPP Investments complete $5.2B acquisition of LXP Industrial Trustbullish 65 · impact 40
Sunshine Silver Mining & Refining added to Solactive Global Silver Miners Indexbullish 75 · impact 40
Matador Resources expands San Mateo Midstream with new gas gathering deals, 300 MMcf/d plantbullish 75 · impact 60
Okta to join S&P 500, replacing Kenvuebullish 70 · impact 60
Pecoy Copper announces C$49.8 million strategic financing led by Hudbay Mineralsneutral 50 · impact 55
Digital Brands Group warns note acceleration may hurt liquidity, financesbearish 20 · impact 70
OpenAI Cuts Funding Target to $20 Billion as AI Capital Race Intensifiesbearish 30 · impact 70
AH Realty Trust completes dispositions, recasts credit facility, closes $100M term loanbullish 70 · impact 40
Aflac Appoints Masatoshi Koide Chairman and Representative Director of Aflac Japanneutral 50 · impact 20
Aflac Japan Gets New President, Representative Directorneutral 50 · impact 10
Deere & Co. appoints former EY U.S. CEO Julie Boland to boardbullish 60 · impact 20
TriGemX Bio and TCGX Acquisition Corp. Submit Draft S-4 for Business Combinationbullish 65 · impact 40
Aflac Promotes Morimoto to President of Japan, Simard to President of U.S.neutral 50 · impact 20
Apollo to Direct $50B-$75B of Financing to energy, chips in AI Pushbullish 65 · impact 40
Apollo CEO: global industrial renaissance, not private equity, is main business driverneutral 50 · impact 30
Apollo CEO Rowan: Firm Bridges Corporate Capital Needs and Insurance Demandneutral 50 · impact 20
Cadeler announces final results of share exchange offer with 92.06% acceptance rateneutral 50 · impact 60
Moody's assigns Aa2 rating to Alphabet's new senior unsecured notesneutral 50 · impact 10
Baker Hughes Closes Sale of Waygate Technologies to Hexagon for $1.45Bbullish 70 · impact 40
Blackstone-led group invests $3.1B in Mitsubishi's LNG Canada stakebullish 75 · impact 60
Fresenius and WuXi Biologics enter exclusive biosimilars development agreementbullish 70 · impact 60
Lazard completes Campbell Lutyens acquisition, launches Lazard CL private capital unitbullish 70 · impact 40
Gold Fields gets environmental approval for Windfall project in Canadabullish 65 · impact 30
FTI Consulting appoints Daniel Heywood as senior managing director in Brisbaneneutral 50 · impact 10
Earnings
24 storiesPSEG reports Q3 2026 non-GAAP operating earnings $1.15 per share, reaffirms full-year guidancebullish 65 · impact 40
Hovde Group upgrades First Carolina Financial Services to Outperform, target $15bullish 75 · impact 40
Higher metal prices boost Q3 results for miners, steelmakers, alloy producersbullish 80 · impact 60
TransDigm to report fiscal Q4 earnings on November 10neutral 50 · impact 20
Marvell reports preliminary 3Q fiscal 2027 revenue in line with guidancebullish 65 · impact 30
Axsome Therapeutics 3Q revenue $259.7 millionneutral 50 · impact 30
Marriott International Q3 RevPAR rises 6.5%, lifts full-year outlookbullish 75 · impact 70
Shopify third-quarter revenue seen climbing as Plus merchant card spending acceleratesneutral 50 · impact 50
Lumentum Q1 revenue $1.26B, guides Q2 above $1.575Bbullish 85 · impact 80
Lightbridge Q3 net loss $8.3M, advances DOE pilot factory and fuel testingbullish 65 · impact 40
Kontoor Brands announces Q3 2026 earnings release and conference call dateneutral 50 · impact 20
Stellantis Q3 Results Less Bad Than Expected, More Progress Neededbearish 35 · impact 40
Information Services Group reports Q3 revenue $65.1M, up 4.4%, beats guidance; adjusted EBITDA $10M, up 19%bullish 75 · impact 40
Choice Hotels Q3 adjusted EPS $2.33, RevPAR up 3.8%, lifts outlookbullish 70 · impact 40
IDEXX Laboratories Q3 revenue $1.21B, EPS $4.01; lifts 2026 outlookbullish 80 · impact 70
Ryanair Sees Higher Fuel Costs From Middle East conflict, Announces Buybackbearish 30 · impact 60
CNA Financial Q3 net income $0.72 per share, core income $0.75 per sharebearish 30 · impact 60
Ryanair Q2 earnings in line, plans €800M buyback starting Februarybullish 65 · impact 40
Netflix engagement declines, ad revenue forecast cut as streaming maturesbearish 30 · impact 70
Intel, Nvidia, SpaceX rise premarket; Kioxia drops 16% on profit miss; Alstom slumps on guidance cutbullish 65 · impact 40
Nvidia rebounds but chart signals further downsidebearish 30 · impact 50
Barclays: NatWest selloff overdone; Berenberg sees JD Sports recoverybullish 65 · impact 30
NatWest shares gain after Barclays analyst: selloff overdonebullish 65 · impact 30
Ryanair can shrug off fuel cost pressure, Davy saysbullish 60 · impact 20
Macro
10 storiesAI stocks rebound premarket; Intel slides, Apple dips ahead of earningsbullish 65 · impact 30
Fed to Cut Rate-Setting Meetings, Raising Market Whiplash Riskbearish 35 · impact 40
Dollar Hits One-Month Low as Oil Slips on US-Iran Diplomacybearish 30 · impact 60
European equities slip; analyst calls on NatWest, Ryanair, energy stocksbearish 35 · impact 40
Polish zloty Weakens to Near Three-Year Low Ahead of Rate Decisionneutral 50 · impact 30
Dollar Slips Ahead of U.S. Midterms; Treasury Refunding in Focusbearish 35 · impact 50
Hospital election trade faces Washington reality checkneutral 50 · impact 40
Oil drops more than 3% as Iran peace talks ease supply fearsbullish 70 · impact 70
Treasury Refunding: Buyback Auctions in Focus, Coupon Sizes Seen Unchangedneutral 50 · impact 40
Treasury refunding focus shifts to buyback pace, auction sizes seen steadybearish 35 · impact 40
Analyst action
6 storiesLoop Capital downgrades Reddit to Hold from Buybearish 35 · impact 30
Deutsche Bank upgrades CrowdStrike to Buy, sets $300 targetbullish 70 · impact 40
Craig Hallum downgrades Rush Street Interactive to Hold, target $15bearish 25 · impact 50
NatWest discount to European peers hard to justify, Barclays analyst saysbullish 70 · impact 30
Berenberg: natWest Share Price Decline Overdone Despite Limited Margin Growthneutral 50 · impact 30
Haleon price target cut to 365p from 514p by Berenbergbearish 40 · impact 20
Energy
2 storiesMorgan Stanley lifts Bullish European Gas Price Scenario to 150 Euros on Winter Supply Risksneutral 50 · impact 60
European energy stocks open lower as oil falls on Iran diplomatic hopesbearish 30 · impact 60
Product
2 storiesEricsson introduces ISAC system for drone detection on mobile networksbullish 65 · impact 40
Apple adds touch screen to high-end MacBook Proneutral 50 · impact 30