Stock Market Dashboard

Live indices, movers, options and volatility · Oct 9, 2026

Top movers

Top movers, market cap $2B+. Select a column header to sort.
SymbolLastChgRel volMkt cap
CCI Crown Castle Inc. 79.71 +15.71% 3.2x $29.3B
FSLY Fastly, Inc. Class A Co… 29.33 +15.97% 1.8x $4.0B
MRNA Moderna, Inc. Common Stock 224.58 +14.00% 1.6x $78.6B
HUM Humana Inc. 430.88 +11.30% 3.5x $46.5B
AUGO Aura Minerals Inc. Comm… 91.30 +10.68% 1.0x $6.9B
AMT American Tower Corporation 182.35 +9.37% 2.6x $77.7B
PCVX Vaxcyte, Inc. Common Stock 71.54 +10.04% 1.0x $9.7B
HIMS Hims & Hers Health, Inc. 30.88 +10.03% 1.4x $6.5B

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
82%
+25bp
18%
Dec 9 FOMCimplied
Hold
18%
+25bp
82%

EFFR 3.88% · market-implied

Screeners

All

Economic calendar

Upcoming US economic events, times ET. Select a column header to sort.
TimeEventImpactActualFcstPrev
Today
Fri 10/9 10:00Prelim UoM Consumer SentimentM47.547.8
Fri 10/9 10:00Prelim UoM Inflation ExpectationsM—4.6%
Fri 10/9 16:00FOMC Member Collins SpeaksL——
Mon, Oct 12early look · forecasts to come
Mon 10/12 08:00Bank HolidayL——
Tue, Oct 13early look · forecasts to come
Tue 10/13 14:00Federal Budget BalanceL——
Wed, Oct 14early look · forecasts to come
Wed 10/14 08:30CPI m/mH—0.4%
Wed 10/14 08:30CPI y/yH—3.4%
Wed 10/14 08:30Core CPI m/mH—0.3%
Showing 1–8 of 21
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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
DAL Delta Air Lines, Inc. Fri 10/9 BMO 1.93 +0.0% vs ±10.1% $54.6B
JPM J P Morgan Chase & Co Tue 10/13 BMO 5.94 ±5.6% $876.1B
JNJ Johnson & Johnson Tue 10/13 BMO 2.82 ±5.7% $622.8B
UNH UnitedHealth Group In… Tue 10/13 BMO 4.12 ±9.3% $337.5B
GS The Goldman Sachs Gro… Tue 10/13 BMO 12.90 ±7.3% $258.3B
WFC Wells Fargo & Company Tue 10/13 BMO 1.85 ±6.8% $242.7B
C Citigroup Inc. Tue 10/13 BMO 2.66 ±6.7% $213.6B
DPZ Domino's Pizza Inc Tue 10/13 BMO 4.33 ±10.8% $10.0B
Showing 1–8 of 139
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Market Commentary

Updated hourly
Updated: Live Data

📊 Market Overview

The market is threading a needle between Middle East anxiety and cheap energy relief, with the Dow's outsized gains revealing where money is actually positioned. Tech stumbled on OpenAI's revenue miss and telecom got torched by SpaceX's spectrum play, but both got rescued by falling crude and a flight to safety in longer-dated Treasuries. This is a risk-on close dressed up as defensiveness; equities are climbing because energy isn't crushing margins anymore and rates aren't climbing further, not because anyone suddenly got bullish on earnings. Real estate and healthcare leading tells you institutional buyers are still rotating into the unglamorous, but they're not panicking either. The VIX collapsing to 14.79 confirms nobody's worried, just shuffling portfolios at the margin.

Watch the cross-asset divergence between bonds and commodities getting real. The long end of the curve (Ultra T-Bonds, 30Y) is rallying even as copper and precious metals surge together, which screams inflation expectations are still tethered while growth demand for industrial metals is intact. Crude at 91.54 is barely budging despite geopolitical noise, suggesting the market believes production won't actually be disrupted; that's a vote of confidence in supply stability and a thumbs-down on any recession call. The peso's sharp decline against the dollar and the yen's weakness suggest capital is staying home in the US rather than chasing carry trades, a sign that this rally is crowded but orderly. Equities are outrunning everything else in a riskless environment, and without a real catalyst to shake confidence, expect this to persist until November brings either policy clarity or earnings disappointment.

⚠️ Risks & Opportunities

• Oil flat while equities rally and real yields compress (10Y down 10bps) signals pure liquidity chase, not economic strength; with UoM sentiment data dropping today, conviction on this bounce evaporates fast if consumer mood rolls over.

• Mega-cap tech stumbled mid-week on OpenAI revenue miss yet NDX recovers 0.45% while Communication Services crater 1.5%, suggesting rotation into defensive quality and away from growth-at-any-price, a dangerous tell for Nvidia and the AI bubble trade.

• Copper and precious metals surge 2-3% while crude treads water; this industrial-safe-haven divergence screams inflation anxiety and recession hedging, not risk-on animal spirits, so don't mistake the equity bounce for durability.

• Russell 2000 up only 0.46% versus Dow up 0.86% while small-cap laggards populate the tape; breadth is narrowing into mega-cap and rate-sensitive sectors (Real Estate +1.9%, Health Care +1.6%) which is a classic late-cycle late-Friday short-covering pattern, not conviction.

• Peso down 1.06% and yen weakening while gold rips higher suggests geopolitical risk premium is real (Mideast anxiety in headlines), which props equities on risk-off rotation but breaks immediately if energy spikes; watch crude as the canary, not the tape.

• Friday's UoM inflation expectations print at even money odds of disappointing; if consensus gets crushed, 10Y duration gets hammered and this entire week's rally (built on falling yields) turns into a bear trap for longs holding into Monday open.


🚀 Notable Movers

  • SNOW surged 7.27% as cloud data platforms continue to capture share in the AI infrastructure buildout, with Wall Street seeing 25%+ upside to current levels.
  • DDOG climbed 7.09% alongside the broader cloud and observability complex, benefiting from institutional rotation into software names that monetize AI workloads.
  • NET gained 5.36% after expanding its data platform capabilities; the company appears well positioned to capture demand from enterprises shielding AI crawlers and managing edge security.
  • PLTR rose 5.04% on fresh Goldman analyst coverage touting its high-growth AI positioning relative to peers, reinforcing the narrative that government and enterprise AI adoption remains robust.
  • PANW jumped 5.15% as cybersecurity software stocks rally in tandem with broader technology strength; the sector is benefiting from accelerating enterprise spending on AI-adjacent security infrastructure.
  • Telecom stocks took a severe beating as Elon Musk unveiled plans for SpaceX to deploy satellite-based broadband, threatening the terrestrial network dominance of legacy carriers. TMUS collapsed 13.31%, VZ plunged 10.00%, and T fell 10.84% on existential concerns over satellite competition eroding subscriber bases and capex returns.
  • ARM declined 3.20% as chipmakers face modest profit-taking after a strong run, with investors rotating capital toward software and infrastructure plays that benefit from AI demand without semiconductor cycle risk.
  • DE dropped 4.73% as rising treasury yields (TNX +0.2%) pressure capital equipment valuations; industrials broadly softened despite the broader market gaining, suggesting cyclical fatigue as rate expectations stabilize.
  • CMG fell 3.17% on M&A speculation around a potential Starbucks takeover bid, which creates overhang uncertainty; risk-reward appears unfavorable ahead of clarity on deal timing and terms.
  • NTR slid 3.38% after announcing an indefinite shutdown of Trinidad nitrogen operations, removing production capacity amid already-soft fertilizer markets and constraining near-term earnings recovery.
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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 · estimate7.43%
+0 bp since last print$2,777/mo on $400,000
15-yr fixed
6.74% +117 bp in a year
30-yr jumbo
7.36% +93 bp in a year
30-yr FHA
7.18% +109 bp in a year
10-yr Treasury
5.244% +2 bp today

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