🗞 Newsmakers — MID ET, 2026-10-01

📊 MARKET MACRO: S&P 500 $761.33 -0.17% Nasdaq $738.29 -0.20% Dow $507.49 -0.21% Russell 2K $278.54 +0.23% VIX $16.98 +3.92% US Dollar $28.95 +0.64% Oil $147.49 +1.25% Gold $382.06 +0.32% Bitcoin $84,276.25 +0.85% Treasuries: 10Y 5.26% 30Y 5.59% Today's Fed / econ events: 22:45 [Medium] Fed Logan Speech 19:30 [Medium] Fed Williams Speech 19:00 [Medium] Fed Bowman Speech 15:00 [Medium] Atlanta Fed GDPNow (Q3) 14:00 [High] ISM Manufacturing PMI (Sep) 14:00 [Medium] ISM Manufacturing Employment (Sep) 14:00 [Medium] Fed Waller Speech 13:05 [Medium] Fed Schmid Speech 13:05 [Medium] Fed Collins Speech 13:05 [Medium] Fed Barkin Speech 12:30 [High] Initial Jobless Claims (Sep/26) 12:30 [High] Continuing Jobless Claims (Sep/19) 12:30 [High] Jobless Claims 4-Week Average (Sep/26)

🔥 HOT SECTORS TODAY (the sectors to watch): Energy +1.00% Consumer Defensive +0.90% Industrials +0.61% Utilities +0.37%

📰 MARKET THEMES & CATALYSTS: • StoneX: An Earnings Compounder With Over 30% Book Value Growth StoneX is a differentiated financial services platform with strong growth, high returns on capital, and a compounder profile. I initiate coverage with a Buy rating and a $96 price target, implying 49% upside, supported by robust book value growth and margin expansion. SNEX benef… — seekingalpha.com · 10/01 12:11p https://seekingalpha.com/article/4951406-stonex-an-earnings-compounder-with-over-30-percent-book-value-growth • Fed's Warsh cracks down on HQ renovation, taps GSA to lead Kevin Warsh taps the GSA to take over the Federal Reserve's $2.38 billion renovation after an IG report flagged major cost overruns and delays. — foxbusiness.com · 10/01 12:06p https://www.foxbusiness.com/economy/feds-warsh-cracks-down-renovation-taps-gsa-lead • 30-year mortgage rate posts biggest jump in four years Mortgage rates surged to roughly a three-year high, a fresh setback for an already depressed housing market. — marketwatch.com · 10/01 12:06p https://www.marketwatch.com/story/30-year-mortgage-rate-posts-biggest-jump-in-four-years-e288f596 • Cooler PCE Print Won't Offer Long-Term Relief, MU "Priced for Perfection" A lower PCE print still has a key issue of long-lasting inflation hitting other key data points, says Joe Mazzola of @CharlesSchwab. That will have trickle-down effects on U.S. consumers. — youtube.com · 10/01 12:00p https://www.youtube.com/watch?v=Q3Ghp9cLuJc • Mortgage rates posted their largest increase in four years this week The rise to 7.28% follows the bond-market rout and deals another blow to a limping housing market. — wsj.com · 10/01 12:00p https://www.wsj.com/economy/housing/mortgage-rates-surge-notching-largest-weekly-gain-in-four-years-e4d029af

🐘 BIG-CAP MOVERS ON NEWS (≥$10B — the MRVL-class catalysts):

1. INFY +6% $11.39 (46B cap) Accenture Soars 23% as Record Bookings Dispel AI Demand Fears; Infosys Jumps 8%, IBM Climbs 5% A record year of bookings has handed Accenture (NYSE:ACN | ACN Price Prediction) hard evidence against the fear that artificial intelligence (AI) would hollow out demand for consulting work. Accenture shares are jumping 23% to $225. — 247wallst.com · 10/01 10:11a https://247wallst.com/investing/2026/10/01/accenture-soars-23-as-record-bookings-dispel-ai-demand-fears-infosys-jumps-8-ibm-climbs-5/

2. NU +3% $13.11 (63B cap) Nu Holdings Jumps 3% After Ruling Out Monzo Deal; SoFi and Robinhood Sit Out the Rally A single clarifying statement has settled an acquisition question that hung over Nu Holdings Ltd. (NYSE:NU | NU Price Prediction), the Brazilian digital bank behind the Nubank brand. — 247wallst.com · 10/01 10:08a https://247wallst.com/investing/2026/10/01/nu-holdings-jumps-3-after-ruling-out-monzo-deal-sofi-and-robinhood-sit-out-the-rally/

📈 TOP 9 GAINERS (small/mid-cap % leaders, with catalyst):

1. ACN +18% $217.01 (133B cap) Accenture's Q4 Earnings Beat Estimates, Revenues Increase 6% Y/Y ACN's Q4'26 earnings and revenues beat estimates, with broad-based growth and bookings rising 4% to $22.17 billion. — zacks.com · 10/01 12:20p https://www.zacks.com/stock/news/2999088/accenture-s-q4-earnings-beat-estimates-revenues-increase-6-y-y?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-2999088

2. XRPN +18% $19.28 (761M cap) Shareholders Approve Evernorth Business Combination; Transaction and Related Private Placements Have Raised Over $1 Billion; Nasdaq Trading Under "XRPN" Expected to Begin on October 8 Armada II shareholders approved the business combination with Evernorth at the extraordinary general meeting on September 30, 2026 Transaction expected to raise approximately $300 million in gross cash proceeds Investors have also contributed XRP in kind; at closing, Evernorth e… — prnewswire.com · 10/01 8:00a https://www.prnewswire.com/news-releases/shareholders-approve-evernorth-business-combination-transaction-and-related-private-placements-have-raised-over-1-billion-nasdaq-trading-under-xrpn-expected-to-begin-on-october-8-302895260.html

3. EFXT +14% $25.93 (3.2B cap) Enerflex Ltd. Announces Contract Award for Large-Scale Data Center Development CALGARY, Alberta, Oct. 01, 2026 (GLOBE NEWSWIRE) -- Enerflex Ltd. (TSX: EFX) (NYSE: EFXT) (“Enerflex” or the “Company”) today announces the award of a major Engineered Systems (“ES”) project. The Company has been contracted to design, engineer, fabricate, and assemble approximat… — globenewswire.com · 10/01 6:00a https://www.globenewswire.com/news-release/2026/10/01/3372684/0/en/enerflex-ltd-announces-contract-award-for-large-scale-data-center-development.html

4. CCEC +14% $21.30 (1.3B cap) (no fresh news today — likely technical / low-coverage move)

5. EFOR +13% $37.02 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

6. FICO +12% $664.89 (14B cap) Bank of America Cut Its Fair Isaac Price Target in Half and the Stock Still Fell Below It Bank of America slashed its Fair Isaac price target by half, yet the stock kept falling right through it. What regulators just changed about mortgage credit scoring may have permanently altered the case for owning FICO. — 247wallst.com · 10/01 12:15p https://247wallst.com/investing/2026/10/01/bank-of-america-cut-its-fair-isaac-price-target-in-half-and-the-stock-still-fell-below-it/

7. COHR +11% $319.35 (63B cap) Coherent Jumps 10% on PhotonLink Push and Bernstein's Outperform Start; Lumentum Rises 9%, Corning Advances 3% Coherent Corp. (NYSE:COHR | COHR Price Prediction) stock jumped 10% to $315.71 as traders focused on the company's PhotonLink platform and fresh Wall Street support for AI infrastructure suppliers. Lumentum Holdings (NASDAQ:LITE) stock rose 9% to $1,058. — 247wallst.com · 10/01 10:56a https://247wallst.com/investing/2026/10/01/coherent-jumps-10-on-photonlink-push-and-bernsteins-outperform-start-lumentum-rises-9-corning-advances-3/

8. CNXC +11% $27.64 (1.7B cap) Concentrix posts quarterly loss after goodwill charge What happened Concentrix Corporation (NASDAQ: CNXC) reported third-quarter revenue of $2.45 billion and a GAAP loss after a $1.05 billion goodwill charge. Revenue was down 1.2% from $2.48 billion a year earlier. Operating loss was $(910.3) million, and operating margin was (37.1… — defenseworld.net · 10/01 4:34a https://www.defenseworld.net/2026/10/01/concentrix-posts-quarterly-loss-after-goodwill-charge.html

9. NFEGP +10% $440.00 (1.1B cap) (no fresh news today — likely technical / low-coverage move)

— auto-generated, alert-only (not investment advice). 'No fresh news' = likely a technical/low-float move, not a catalyst.