🗞 Newsmakers — MID ET, 2026-10-05

📊 MARKET MACRO: S&P 500 $773.57 +0.51% Nasdaq $753.74 +0.55% Dow $511.41 +0.06% Russell 2K $283.15 +0.58% VIX $15.51 +1.31% US Dollar $29.02 +0.43% Oil $145.33 -1.38% Gold $378.41 -0.46% Bitcoin $85,154.92 -1.57% Treasuries: 10Y 5.28% 30Y 5.63% Today's Fed / econ events: 14:00 [High] ISM Services PMI (Sep)

🔥 HOT SECTORS TODAY (the sectors to watch): Industrials +2.61% Utilities +2.54% Communication Services +1.41% Consumer Cyclical +1.30%

📰 MARKET THEMES & CATALYSTS: • Saudi Aramco's CEO may be too downbeat about the road to restocking global oil supplies Some see record oil production and more alternative routes for delivery once the Strait of Hormuz fully opens. — marketwatch.com · 10/05 12:08p https://www.marketwatch.com/story/saudi-aramcos-ceo-may-be-too-downbeat-about-the-road-to-restocking-global-oil-supplies-1fdbb70b • "Don't Pick Up Nickels in Front of a Steamroller:" Warning for Fixed Income Investors It's going to be a light week for economic data, says @CharlesSchwab's Cooper Howard, though he points out scrutiny on inflation data remains high amid a Fed interest rate hiking cycle. As for how it affects fixed income, Cooper tells not to "pick up nickels in front of a steamr… — youtube.com · 10/05 12:00p https://www.youtube.com/watch?v=a-927Vk26RI • Muni 30-Year Yield Highest Since at Least 2011 Bloomberg's Shruti Singh and Aashna Shah join Emily Graffeo on "Bloomberg Real Yield." A painful fixed-income selloff is eroding returns in state and local government debt, driving the rate on benchmark 30-year municipal bonds above the 5% threshold, the highest since at least J… — youtube.com · 10/05 11:59a https://www.youtube.com/watch?v=_8jHjiC4Hqc • Agriculture secretary says more relief is coming, previews Trump's announcement U.S. Agriculture Secretary Brooke Rollins analyzes the impact of surging diesel prices on American farmers. She also discusses the U.S. cattle shortage driving beef prices to record highs and China's soybean tariff cuts. — youtube.com · 10/05 11:30a https://www.youtube.com/watch?v=15vfMdXISyM • S&P 500: Credit Always Cracks First The credit markets are flashing major warning signs in the form of rising yields across the board. While the S&P 500 remains near all-time highs, a bear market has begun beneath the surface, with over half of the underlying stocks below their 200dma. — seekingalpha.com · 10/05 11:27a https://seekingalpha.com/article/4952001-sp500-credit-always-cracks-first

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

1. BBD +19% $4.33 (46B cap) (no fresh news today — likely technical / low-coverage move)

2. ITUB +16% $9.97 (110B cap) (no fresh news today — likely technical / low-coverage move)

3. PBR +14% $24.58 (158B cap) Petrobras Scores Second Oil Find in Foz do Amazonas Basin PBR finds more oil in the Foz do Amazonas Basin, bolstering its Equatorial Margin campaign as three more wells are planned for 2027. — zacks.com · 10/05 11:31a https://www.zacks.com/stock/news/3000256/petrobras-scores-second-oil-find-in-foz-do-amazonas-basin?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_energy_sector-3000256

4. NU +13% $15.15 (73B cap) What's driving NU stock higher today and what comes next? Nu Holdings (NU) stock is ripping higher on Monday morning following a surprise turn of events in Brazil's presidential election, where an unexpected “first-round” showing ignited a broader relief rally across Latin American assets. More importantly, analysts at Goldman Sachs be… — invezz.com · 10/05 11:33a https://invezz.com/news/2026/10/05/whats-driving-nu-stock-higher-today-and-what-comes-next/

5. SPCX +5% $167.62 (2210B cap) SpaceX shares rise as Morgan Stanley reiterates $300 target SpaceX Corp (NASDAQ:SPCX) shares rose 8% on Monday morning to $167.71 after Morgan Stanley (NYSE:MS) reiterated its 'overweight' rating and $300 price target, saying the stock remains undervalued on a growth-adjusted basis. Morgan Stanley (NYSE:MS) described SpaceX as “cheap and… — proactiveinvestors.com · 10/05 11:58a https://www.proactiveinvestors.com/companies/news/1099597

6. GRAB +2% $3.15 (13B cap) Grab Holdings Limited (GRAB) is Attracting Investor Attention: Here is What You Should Know Zacks.com users have recently been watching Grab (GRAB) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects. — zacks.com · 10/05 10:01a https://www.zacks.com/stock/news/2999980/grab-holdings-limited-grab-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|most_searched_stocks_v1-2999980

📈 TOP 13 GAINERS (small/mid-cap % leaders, with catalyst):

1. PTC +34% $192.54 (22B cap) PTC SHAREHOLDER ALERT: ADEMI LLP INVESTIGATES WHETHER BUYOUT FAIRLY VALUES PTC INC. PTC shareholders will receive just $205 per share in an all-cash transaction valuing PTC's equity at approximately $22.6 billion; Ademi LLP is investigating the deal price, benefits to company insiders, and restrictions on competing offers CLICK HERE TO JOIN MILWAUKEE, Oct. 5, 2… — prnewswire.com · 10/05 12:00p https://www.prnewswire.com/news-releases/ptc-shareholder-alert-ademi-llp-investigates-whether-buyout-fairly-values-ptc-inc-302898463.html

2. XP +32% $28.45 (15B cap) (no fresh news today — likely technical / low-coverage move)

3. PCVX +32% $74.53 (11B cap) Vaxcyte shares surge on late-stage vaccine trial success Vaxcyte (NASDAQ:PCVX) shares surged 57% in morning trading on Monday after the biotechnology company said its experimental pneumococcal vaccine VAX-31 generated immune responses comparable to rival vaccines in a late-stage study. The results strengthened expectations that VAX-31… — proactiveinvestors.com · 10/05 11:17a https://www.proactiveinvestors.com/companies/news/1099595

4. PICS +26% $11.46 (1.5B cap) (no fresh news today — likely technical / low-coverage move)

5. STNE +24% $11.85 (2.9B cap) (no fresh news today — likely technical / low-coverage move)

6. INTR +24% $6.79 (3.0B cap) (no fresh news today — likely technical / low-coverage move)

7. PAGS +23% $11.07 (3.2B cap) (no fresh news today — likely technical / low-coverage move)

8. RXO +22% $28.43 (4.7B cap) C.H. Robinson to Acquire RXO in $5.8B Deal, Targets $300M in Synergies C.H. Robinson Worldwide NASDAQ: CHRW said it has entered into a definitive agreement to acquire RXO in a cash-and-stock transaction valued at an enterprise value of approximately $5.8 billion, a deal the company said would expand its logistics offerings, add network density and… — marketbeat.com · 10/05 12:02p https://www.marketbeat.com/instant-alerts/event-ch-robinson-to-acquire-rxo-in-58b-deal-targets-300m-in-synergies-2026-10-05/

9. BRBI +19% $13.42 (4.4B cap) (no fresh news today — likely technical / low-coverage move)

10. DNA +19% $14.73 (963M cap) This Small-Cap Stock Announced a Deal With Eli Lilly. Then Its Shares Doubled Ginkgo Bioworks and Eli Lilly announced a partnership last month focused on AI drug discovery. The stock has skyrocketed since the partnership was announced. — fool.com · 10/05 11:45a https://www.fool.com/investing/2026/10/05/this-small-cap-stock-announced-a-deal-with-eli-lilly-then-its-shares-doubled/

11. AGBK +18% $6.44 (1.0B cap) (no fresh news today — likely technical / low-coverage move)

12. SBS +17% $6.29 (21B cap) INV Investors Have Opportunity to Lead Innventure, Inc. Securities Fraud Lawsuit with SBS Law LOS ANGELES, Oct. 05, 2026 (GLOBE NEWSWIRE) -- Schall, Brown & Schwartz LLP (“SBS”), a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Innventure, Inc. (“Innventure” or “the Company”) (NASDAQ: INV) for violations of §§10(b) and 20… — globenewswire.com · 10/05 11:55a https://www.globenewswire.com/news-release/2026/10/05/3374819/0/en/inv-investors-have-opportunity-to-lead-innventure-inc-securities-fraud-lawsuit-with-sbs-law.html

13. ITUB +16% $9.96 (110B 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.