🗞 Newsmakers — MID ET, 2026-10-29

📊 MARKET MACRO: S&P 500 $769.33 -0.39% Nasdaq $715.50 -1.39% Dow $522.20 -0.47% Russell 2K $284.55 +1.16% VIX $16.33 -3.43% US Dollar $29.02 -0.12% Oil $165.50 -0.64% Gold $367.75 -1.54% Bitcoin $81,372.85 +0.14% Treasuries: 10Y 4.99% 30Y 5.3% Today's Fed / econ events: 15:00 [Medium] Atlanta Fed GDPNow (Q4) 12:30 [High] GDP Growth Rate QoQ (Q3) 12:30 [Medium] GDP Price Index QoQ (Q3) 12:30 [High] Jobless Claims 4-Week Average (Oct/24) 12:30 [High] Continuing Jobless Claims (Oct/17) 12:30 [High] Initial Jobless Claims (Oct/24) 12:30 [High] Core PCE Price Index MoM (Sep) 12:30 [Medium] PCE Price Index YoY (Sep) 12:30 [High] Personal Income MoM (Sep) 12:30 [High] Personal Spending MoM (Sep) 12:30 [High] Core PCE Price Index YoY (Sep) 12:30 [Medium] PCE Price Index MoM (Sep)

🔥 HOT SECTORS TODAY (the sectors to watch): Utilities +1.76% Real Estate +1.54% Industrials +1.14% Communication Services +0.90%

📰 MARKET THEMES & CATALYSTS: • Breadth Signals Healthy Stock Market, Gauging Value in AI CapEx Story Market breadth shows 80% of stocks higher an hour after the opening bell even as most major indices trade lower, according to @CharlesSchwab's Joe Mazzola. As tech drags down the stock market, Joe explains how the health of Thursday's trading session remains strong. — youtube.com · 10/29 12:00p https://www.youtube.com/watch?v=c54r5ATGkgY • Looking for income? These dividend stocks have high yields that seem well supported. Ford, Pfizer and Verizon are among 11 stocks that passed a screen of the S&P 500 for high dividend yields that are expected to be well covered by the companies' free cash flow. — marketwatch.com · 10/29 11:54a https://www.marketwatch.com/story/looking-for-income-these-dividend-stocks-have-high-yields-that-seem-well-supported-81093bdf • Nasdaq 100 Falls as AI Trade Shows New Cracks A global rally in technology shares faltered as disappointing earnings from two industry heavyweights revived doubts over whether billions of dollars in artificial-intelligence spending will deliver sufficient returns. Google parent Alphabet sank a record 13% on a sales miss, wh… — youtube.com · 10/29 11:46a https://www.youtube.com/watch?v=_WUHmUVHrB8 • FCC votes to ban all Chinese labs from testing US electronics The Federal Communications Commission on Thursday ​voted to bar all ‌Chinese labs from testing electronic devices including smartphones, ​cameras and computers ​for use in the US, ⁠expanding a — reuters.com · 10/29 11:28a https://www.reuters.com/business/media-telecom/fcc-votes-ban-all-chinese-labs-testing-us-electronics-2026-10-29/ • You can't find anybody saying there are credit issues in the system, says Ares CEO Michael Arougheti Michael Arougheti, co-founder and CEO of Ares Management, joins 'Squawk on the Street' to discuss capital deployment, pressures in private credit, and more. — youtube.com · 10/29 11:22a https://www.youtube.com/watch?v=nGqIJDbGufU

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

1. CNH +5% $11.51 (14B cap) Parnassus Mid Cap Fund Q3 2026 Portfolio Review Cboe Global Markets gained on strong growth across its derivatives, cash equities and data services businesses. Dick's Sporting Goods dropped after a weaker-than-expected quarter and near-term earnings pressures, driven by losses at its recently acquired Foot Locker business. Fo… — seekingalpha.com · 10/28 10:51a https://seekingalpha.com/article/4958565-parnassus-mid-cap-fund-q3-2026-portfolio-review

2. F +3% $12.37 (49B cap) Ford Q3 Earnings Call Highlights Cost Pressures & EV Strategy F raises its 2026 profit outlook despite rising costs, while advancing affordable EVs, battery storage and services to support long-term profitability. — zacks.com · 10/29 12:11p https://www.zacks.com/stock/news/3018860/ford-q3-earnings-call-highlights-cost-pressures-ev-strategy?cid=CS-STOCKNEWSAPI-FT-analyst_blog_plus|earnings_call_takeaways-3018860

📈 TOP 15 GAINERS (small/mid-cap % leaders, with catalyst):

1. ADT +34% $9.90 (7.2B cap) ADT SHAREHOLDER ALERT: Ademi LLP Investigates Whether $10 Buyout Fairly Values ADT INC ADT shareholders will receive $10.00 per share in an all-cash transaction valued at approximately $7.6 billion in equity and $15.3 billion in enterprise value; Ademi LLP is investigating the deal price, benefits to company insiders, and restrictions on competing offers ADT share… — globenewswire.com · 10/29 12:06p https://www.globenewswire.com/news-release/2026/10/29/3391656/884/en/adt-shareholder-alert-ademi-llp-investigates-whether-10-buyout-fairly-values-adt-inc.html

2. GKOS +33% $240.57 (14B cap) Glaukos Analysts Boost Their Forecasts Following Better-Than-Expected Q3 Earnings Glaukos Corp (NYSE:GKOS) on Wednesday reported better-than-expected third-quarter financial results and raised its FY26 sales guidance above estimates. — benzinga.com · 10/29 8:59a https://www.benzinga.com/analyst-stock-ratings/price-target/26/10/62694203/glaukos-analysts-boost-their-forecasts-following-better-than-expected-q3-earnings

3. PRCH +28% $20.79 (2.4B cap) Porch Group, Inc. (PRCH) Q3 2026 Earnings Call Transcript Porch Group, Inc. (PRCH) Q3 2026 Earnings Call Transcript — seekingalpha.com · 10/29 12:29a https://seekingalpha.com/article/4958990-porch-group-inc-prch-q3-2026-earnings-call-transcript

4. TDOC +26% $8.64 (1.6B cap) Teladoc Stock Rallies After Double Beat; Lifts FY26 GAAP EPS Outlook Teladoc Health Inc. (NYSE:TDOC) shares are trading higher Thursday after the company reported better-than-expected third-quarter financial results Wednesday after the market closed and raised its 2026 GAAP earnings per share guidance. — benzinga.com · 10/29 7:30a https://www.benzinga.com/trading-ideas/movers/26/10/62689536/teladoc-stock-rallies-after-double-beat-lifts-fy26-gaap-eps-outlook

5. CLMB +25% $41.39 (772M cap) Climb Global Solutions (CLMB) Surpasses Q3 Earnings and Revenue Estimates Climb Global Solutions (CLMB) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.33 per share a year ago. — zacks.com · 10/28 8:31p https://www.zacks.com/stock/news/3017870/climb-global-solutions-clmb-surpasses-q3-earnings-and-revenue-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-3017870

6. CROX +25% $149.29 (7.2B cap) Initial Claims Remain Almost Flat Initial Claims Remain Almost Flat. — zacks.com · 10/29 12:21p https://www.zacks.com/stock/news/3018729/initial-claims-remain-almost-flat?cid=CS-STOCKNEWSAPI-FT-economic_highlights-3018729

7. BHC +24% $8.62 (3.2B cap) BHC Q3 Earnings Beat on Salix Growth, Stock Gains 9% as Outlook Rises Bausch Health shares jump 9% as Q3 earnings top estimates, driven by Xifaxan-led Salix growth, improved profitability and raised 2026 guidance. — zacks.com · 10/29 11:46a https://www.zacks.com/stock/news/3018682/bhc-q3-earnings-beat-on-salix-growth-stock-gains-9-as-outlook-rises?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-3018682

8. KPLT +24% $11.29 (958M cap) Katapult Holdings to Announce Third Quarter 2026 Financial Results on November 12, 2026 ATLANTA, Oct. 29, 2026 (GLOBE NEWSWIRE) -- Katapult Holdings, Inc. (“Katapult Holdings” or the “Company”) (NASDAQ: KPLT), a scaled, technology and data-driven platform serving nonprime consumers seeking greater financial flexibility, today announced it will release its third qua… — globenewswire.com · 10/29 6:00a https://www.globenewswire.com/news-release/2026/10/29/3391016/0/en/katapult-holdings-to-announce-third-quarter-2026-financial-results-on-november-12-2026.html

9. PURR +22% $12.16 (1.6B cap) (no fresh news today — likely technical / low-coverage move)

10. MAX +20% $14.06 (745M cap) MediaAlpha, Inc. (MAX) Q3 2026 Earnings Call Transcript MediaAlpha, Inc. (MAX) Q3 2026 Earnings Call Transcript — seekingalpha.com · 10/29 4:48a https://seekingalpha.com/article/4959138-mediaalpha-inc-max-q3-2026-earnings-call-transcript

11. ITG +19% $5.62 (680M cap) (no fresh news today — likely technical / low-coverage move)

12. MESO +16% $15.57 (2.0B cap) Activity Report for Quarter Ended September 30, 2026 (Appendix 4C) NEW YORK, Oct. 28, 2026 (GLOBE NEWSWIRE) -- Mesoblast Limited (Nasdaq:MESO; ASX:MSB), global leader in allogeneic cellular medicines for inflammatory diseases, today provided its activity report for the first fiscal quarter ended September 30, 2026. — globenewswire.com · 10/28 8:19p https://www.globenewswire.com/news-release/2026/10/29/3390883/0/en/activity-report-for-quarter-ended-september-30-2026-appendix-4c.html

13. CVNA +16% $68.49 (75B cap) Carvana Surges 15% as Record Sales Overshadow Earnings Miss; CarMax and AutoNation Inch Higher Carvana (NYSE:CVNA | CVNA Price Prediction) posted a record quarter for units and revenue, and those records are outweighing an earnings-per-share miss. — 247wallst.com · 10/29 11:02a https://247wallst.com/investing/2026/10/29/carvana-surges-15-as-record-sales-overshadow-earnings-miss-carmax-and-autonation-inch-higher/

14. INSM +16% $112.13 (25B cap) Insmed (INSM) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates While the top- and bottom-line numbers for Insmed (INSM) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values. — zacks.com · 10/29 10:31a https://www.zacks.com/stock/news/3018288/insmed-insm-q3-earnings-how-key-metrics-compare-to-wall-street-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-3018288

15. NEXT +15% $7.49 (2.0B 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.