Stock Market Dashboard

Live indices, movers, options and volatility · Oct 6, 2026

Top movers

Top movers, market cap $2B+. Select a column header to sort.
SymbolLastChgRel volMkt cap
OPCH Option Care Health, Inc… 31.00 +32.67% 27.9x $3.5B
STDN Standard Nuclear, Inc. 15.20 +16.83% 2.2x $2.0B
CIEN Ciena Corporation 445.08 +14.21% 2.2x $55.3B
CEG Constellation Energy Co… 300.00 +12.10% 3.8x $94.8B
TLN Talen Energy Corporatio… 373.12 +12.43% 2.9x $15.7B
INIO INNIO N.V. Ordinary Shares 21.32 +12.36% 1.2x $14.2B
CTVA Corteva, Inc. Common Stock 13.88 +12.07% 1.8x $8.3B
VST Vistra Corp. 160.34 +10.66% 3.1x $48.6B

Sector heat map

1D

Box size = relative volume (today vs the 20-day average), colour = 1-day change.

Fed rate odds

FedWatch
Oct 28 FOMCimplied
Hold
80%
+25bp
20%
Dec 9 FOMCimplied
Hold
18%
+25bp
82%

EFFR 3.88% · market-implied

Screeners

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Economic calendar

Upcoming US economic events, times ET. Select a column header to sort.
TimeEventImpactActualFcstPrev
Today
Tue 10/6 08:14ADP Weekly Employment ChangeL—20.0K
Tue 10/6 08:15ADP Weekly Employment ChangeL—22.5K
Tue 10/6 08:16ADP Weekly Employment ChangeL—20.0K
Tue 10/6 08:30Trade BalanceL-105.6B-100.8B-88.6B
Tue 10/6 10:01RCM/TIPP Economic OptimismL44.545.6
Tue 10/6 10:10RCM/TIPP Economic OptimismL44.545.6
Tue 10/6 10:45FOMC Member Bowman SpeaksL——
Tue 10/6 13:15FOMC Member Schmid SpeaksL——
Tue 10/6 16:30API Weekly Statistical BulletinL——
Tomorrow
Wed 10/7 10:30Crude Oil InventoriesL1.9M0.9M
Showing 1–10 of 40
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US events · times ET · H high · M medium · L low impact

Upcoming earnings

BMO before market open AMC after market close time not announced

Upcoming earnings in the next two weeks. Select a column header to sort.
SymbolDateEPS estExp. moveMkt cap
STZ Constellation Brands Inc Tue 10/6 AMC 3.62 −4.4% vs ±9.0% $19.3B
RPM RPM International Inc. Tue 10/6 BMO 1.95 +3.2% vs ±9.7% $12.7B
PEP Pepsico, Inc. Thu 10/8 BMO 2.29 ±5.5% $171.8B
DAL Delta Air Lines, Inc. Fri 10/9 BMO 1.96 ±9.9% $55.3B
JPM J P Morgan Chase & Co Tue 10/13 BMO 5.88 ±6.1% $883.5B
JNJ Johnson & Johnson Tue 10/13 BMO 2.90 ±6.0% $617.0B
UNH UnitedHealth Group In… Tue 10/13 BMO 4.12 ±9.4% $333.8B
GS The Goldman Sachs Gro… Tue 10/13 BMO 14.05 ±7.8% $262.8B
Showing 1–8 of 73
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Market Commentary

Updated hourly
Updated: Live Data

📊 Market Overview

The market is telling us a very clear story today: growth is back in favor, and bond traders are capitulating. Google's nuclear power deal lit up utilities like a Christmas tree, but that's really just window dressing on the bigger thesis. Tech is hitting all-time highs while Treasury yields collapse because investors have finally accepted that the Fed is done hiking and rate cuts are coming sooner than the hawks wanted to admit. Oil's retreat matters less than the sentiment shift it represents. The Russell 2000 is getting left in the dust (down while the S&P 500 and Nasdaq sprint higher), which tells you this rally is concentrated in the mega-cap growth names that can actually monetize AI. That's not a sign of animal spirits returning; it's a sign of capital herding into what works. Risk-off? Not quite. Risk-concentrated? Absolutely.

The cross-asset picture is screaming that big money is rotating out of rate hedges and into duration risk. Bonds are rallying hard across the curve while equities push higher; that's the classic "goldilocks slowdown" trade where growth slows just enough to justify lower rates but not so much to tank earnings. Copper is grinding higher alongside gold and silver, suggesting commodities traders still see inflation stickiness despite the yield collapse. The dollar weakness paired with broad FX strength (pound, euro, peso all up) implies capital is flowing into anything that's not the greenback. Meanwhile, microcaps and small caps are getting zero love despite the celebratory headlines. The money is voting with its feet: mega-cap tech and defensive utilities, not Main Street cyclicals. That's a sophisticated market making a very specific bet, and if it breaks, it'll break hard.

⚠️ Risks & Opportunities

• The Russell 2000 is down 0.66% while the S&P 500 hits record highs, signaling a potential crowding problem in mega-cap tech that leaves small caps vulnerable when rotation trades get unwound.

• Treasury yields collapsed 80bps on the long end today, yet equity futures are still bid; this disconnect between bonds pricing in rate cuts and stocks rallying hard only holds if the FOMC minutes tomorrow don't spark a hawkish reversal that crushes both.

• Utilities exploded 3.0% on Google's nuclear deal, but the sector's outperformance in a falling-rate environment is classic defensive repositioning, not conviction; when rates stabilize, this trade dies and money floods back to growth.

• Gold up 0.97% and the dollar flat despite falling yields tells you real rates compressed hard today; if consumer sentiment data Thursday reveals weakness, that gold move extends and equities test support faster than the current complacency suggests.

• Grains are spiking 1.8% to 2.4% across the board while oil barely budges, which means agricultural traders are front-running either bad weather or demand fears that haven't hit energy markets yet; watch this divergence break in the next 48 hours.

• The VIX dropped 2.9% to 15.07 while equity index futures diverge sharply (large-caps up, small-caps down), creating a textbook setup where a single hawkish Fed speaker or employment miss Thursday could snap complacency and force vol higher into next week.


🚀 Notable Movers

  • MRVL surged as data center chip demand stays robust and memory/storage architecture upgrades accelerate across hyperscaler capex cycles.
  • GLW jumped on expectations that optical networking infrastructure build-out will intensify as cloud providers race to deploy AI workload connectivity.
  • ANET climbed as investors rotate toward AI networking switches and routers, betting the infrastructure boom extends well into 2027.
  • CSCO and AVGO both rose on similar infrastructure tailwinds, with networking equipment suppliers positioned as direct beneficiaries of sustained data center expansion.
  • GEV and PWR rallied as nuclear power and grid modernization stories captured fresh momentum; nuclear energy approval and backing for critical infrastructure projects are reshaping utility capex.
  • PANW and FTNT both gained ground as agentic AI adoption raises cyber defense spending urgency, with enterprises prioritizing integrated security platforms.
  • KLAC, LRCX, and SKHY all sold off as chip equipment and memory demand concerns resurfaced; investors appear to be pricing in near-term supply chain normalization after a sustained AI build surge.
  • STX and WDC cratered as storage plays struggle to keep pace with the AI narrative; hard drive relevance faces structural pressure as SSD adoption accelerates and hyperscalers optimize data center architecture.
  • MRNA dropped on distribution selling ahead of its Nasdaq-100 inclusion; passive inflows into the index may be offset by profit-taking from existing holders.
  • ILMN, NTRA, TWLO, and DXCM retreated as growth-stage healthcare and software names faced sector rotation pressure; with utilities and industrials outperforming today, capital shifted away from high-multiple growth stocks.
Referenced News Articles

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Bond Volatility Just Spiked While the VIX Slept. Is That a Signal to Buy Puts?
2026-10-02

The MOVE index jumped 39% in a month while the VIX barely moved, and headlines say it's time to buy puts. We checked every similar split since 2004. The divergence is real, but as a signal to buy puts it has a poor record. Here are the numbers, episode by episode.

treasuriesvolatilityhedgingriskbacktestingstatistics

National polls

Polls & odds

Average of the major poll aggregators, past 12 months. Control odds from prediction markets.

Mortgage rates

Rates & calculator
30-yr fixed · estimate7.44%
-2 bp since last print$2,780/mo on $400,000
15-yr fixed
6.78% +136 bp in a year
30-yr jumbo
7.52% +108 bp in a year
30-yr FHA
7.11% +102 bp in a year
10-yr Treasury
5.269% -4 bp today

Average rate borrowers locked, re-priced with the 10-year Treasury between daily prints. Not a quote.