🗞 Newsmakers — MID ET, 2026-10-12

📊 MARKET MACRO: S&P 500 $778.18 -0.05% Nasdaq $746.83 -0.59% Dow $517.86 +0.34% Russell 2K $278.48 -0.16% VIX $15.21 +2.49% US Dollar $29.14 +0.40% Oil $151.84 +2.45% Gold $381.53 -0.79% Bitcoin $82,728.09 -1.13% Treasuries: 10Y 5.24% 30Y 5.6% Today's Fed / econ events: 16:50 [Medium] Fed Hammack Speech

🔥 HOT SECTORS TODAY (the sectors to watch): Real Estate +1.47% Communication Services +1.40% Basic Materials +1.23% Consumer Defensive +0.54%

📰 MARKET THEMES & CATALYSTS: • Trump's Russia Deal Is Unlikely To Save You From $6 Diesel The recent U.S.-Russia diesel deal is immaterial for global supply, covering less than two weeks of U.S. demand and hindered by legal, logistical, and geopolitical risks. Refining capacity losses, not crude shortages, are driving high diesel prices; crack spreads and product sho… — seekingalpha.com · 10/12 12:16p https://seekingalpha.com/article/4953531-trump-russia-deal-unlikely-to-save-you-from-6-diesel • New tech acquisitions: Here's what you need to know CNBC's Kate Rooney reports that Amazon and Nvidia are eyeing some AI startups. — youtube.com · 10/12 12:03p https://www.youtube.com/watch?v=x-mBFWEcvsY • CPI Needs Strong Upside Surprise to Shake Fed, Factors Behind 10-Year Yield Rally What will Wednesday's CPI print mean for the Fed's interest rate cycle? Collin Martin of @CharlesSchwab expects one more rate hike between now and end of year, but not until December. — youtube.com · 10/12 12:00p https://www.youtube.com/watch?v=wE5QpsN0z4g • Inflation likely peaked for 2026 but will remain sticky, according to prediction markets Kalshi traders put less than one-in-three odds on inflation setting a new 2026 high. Traders expect headline CPI to rise 3.6% from a year earlier, versus 3.4% in August. — cnbc.com · 10/12 11:37a https://www.cnbc.com/2026/10/12/inflation-will-remain-sticky-in-2026-according-to-prediction-markets.html • Global diesel deficit remains around 1 million bpd: Kpler Kpler Head of Middle East and OPEC+ Insights Amena Bakr reacts to the latest attacks in Saudi Arabia and the U.S.-Russia diesel agreement. She says Saudi supply has remained resilient, while the proposed Russian volumes would only partly ease a global diesel deficit of around 1… — youtube.com · 10/12 11:28a https://www.youtube.com/watch?v=rSTCf7WS2Hg

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

1. ASTS +5% $53.59 (22B cap) AST SpaceMobile Stock Upgraded: Is it Time to Buy the Dip? Deutsche Bank sees last week's sell-off in AST SpaceMobile Inc. (NASDAQ:ASTS) as a buying opportunity. — benzinga.com · 10/12 12:07p https://www.benzinga.com/analyst-stock-ratings/upgrades/26/10/62304532/ast-spacemobile-stock-upgraded

2. SNAP +3% $6.43 (11B cap) (no fresh news today — likely technical / low-coverage move)

3. VZ +2% $42.49 (177B cap) Verizon Has a 6.8% Dividend Yield, but SpaceX Is Changing the Risk-Reward A high dividend yield can make a beaten-down telecom stock look like an opportunity, but Verizon Communications Inc. (NYSE:VZ) latest numbers reveal a more complicated picture. Its indicated yield has jumped to 6.79%, near levels last seen around the start of the year, as a shar… — benzinga.com · 10/12 11:06a https://www.benzinga.com/trading-ideas/dividends/26/10/62302203/verizon-dividend-spacex-threat

📈 TOP 2 GAINERS (small/mid-cap % leaders, with catalyst):

1. CCC +10% $7.74 (4.6B cap) CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC) Stock Jumps 8.4% – Time to Buy? CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ: CCC - Get Free Report)'s stock price rose 8.4% during mid-day trading on Friday. The company traded as high as $7.15 and last traded at $7.12. Approximately 3,076,909 shares were traded during mid-day trading, a decli… — defenseworld.net · 10/11 3:01a https://www.defenseworld.net/2026/10/11/ccc-intelligent-solutions-holdings-inc-common-stock-nasdaqccc-stock-jumps-8-4-time-to-buy.html

2. FIGS +10% $17.40 (2.9B cap) Here's Why Figs (FIGS) is a Strong Momentum Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. — zacks.com · 10/12 10:51a https://www.zacks.com/stock/news/3005034/here-s-why-figs-figs-is-a-strong-momentum-stock?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|zacks_education_momentum_score-3005034

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