🗞 Newsmakers — MID ET, 2026-11-03

📊 MARKET MACRO: S&P 500 $755.61 +0.47% Nasdaq $687.19 +0.90% Dow $516.97 -0.46% Russell 2K $280.84 +0.61% VIX $20.71 -2.08% US Dollar $29.00 +0.12% Oil $157.29 +0.27% Gold $359.89 -0.49% Bitcoin $77,607.63 +1.20% Treasuries: 10Y 4.94% 30Y 5.31% Today's Fed / econ events: 21:30 [Medium] API Crude Oil Stock Change (Oct/30) 15:00 [High] JOLTs Job Openings (Sep) 15:00 [High] Durable Goods Orders Ex Transp MoM (Sep) 15:00 [Medium] Factory Orders MoM (Sep) 15:00 [High] Durable Goods Orders Ex Defense MoM (Sep) 00:00 [High] Midterm Elections

🔥 HOT SECTORS TODAY (the sectors to watch): Utilities +2.03% Industrials +1.86% Technology +0.99% Communication Services +0.68%

📰 MARKET THEMES & CATALYSTS: • Binance co-CEO says customers won't lose a dime after massive $6B heist Binance co-CEO Richard Teng reveals Binance used dedicated reserve funds to cover the massive North Korea-linked crypto theft, with 98% of assets already replenished. — foxbusiness.com · 11/03 12:17p https://www.foxbusiness.com/markets/binance-co-ceo-says-customers-wont-lose-dime-after-massive-6b-heist • Midterms will show the influence of money in politics, says author Walter Isaacson CNBC's “Squawk Box” team discusses the rise of plutocrats, the influence of CEOs on elections and more with Walter Isaacson, author of “Elon Musk,” professor of history at Tulane University and advisory partner at Perella Weinberg. — youtube.com · 11/03 12:10p https://www.youtube.com/watch?v=VYMm1oAqqLs • U.S. jobs market perks up, but it's still not a great time to get hired Job openings in the U.S. rose in September to a four-month high and hiring also increased, signaling mild but perhaps not sustainable improvement in a sluggish U.S. labor market. — marketwatch.com · 11/03 11:56a https://www.marketwatch.com/story/u-s-jobs-market-perks-up-but-its-still-not-a-great-time-to-get-hired-bc39f44f • Energy Transfer Q3 Earnings Miss Estimates Despite Record Gas Volumes ET's Q3 earnings miss estimates despite record gas volumes, revenues surge 85.9%, and 2026 adjusted EBITDA guidance is raised to $19.7-$19.9 billion. — zacks.com · 11/03 11:46a https://www.zacks.com/stock/news/3021919/energy-transfer-q3-earnings-miss-estimates-despite-record-gas-volumes?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-3021919 • U.S. clears path for first regulated equity perpetual futures A trendy crypto-native trading product that has exploded in popularity on offshore venues is expanding its foothold in the U.S. — marketwatch.com · 11/03 11:46a https://www.marketwatch.com/story/u-s-clears-path-for-first-regulated-equity-perpetual-futures-6bb35905

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

1. GRAB +11% $3.19 (13B cap) Here's What Key Metrics Tell Us About Grab (GRAB) Q3 Earnings The headline numbers for Grab (GRAB) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals. — zacks.com · 11/03 10:31a https://www.zacks.com/stock/news/3021672/here-s-what-key-metrics-tell-us-about-grab-grab-q3-earnings?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|nfm-3021672

2. SOXL +10% $74.93 (19B cap) October ETF Asset Report October ETF flows favored broad-market equity and bond funds, while leveraged semiconductor ETFs attracted dip-buyers despite steep losses. — zacks.com · 11/03 9:00a https://www.zacks.com/stock/news/3021444/october-etf-asset-report?cid=CS-STOCKNEWSAPI-FT-etf_news_and_commentary-3021444

3. ORCL +6% $126.83 (383B cap) Oracle Rallies 6% as $20 Billion Stock and Bond Sale Clears Funding Overhang; CoreWeave Climbs 7%, Microsoft Gains 2% Wall Street is warming to the plan from Oracle (NYSE:ORCL | ORCL Price Prediction) for funding its AI data center buildout, one session after the same news sent the stock sharply lower. Oracle stock is at $125. — 247wallst.com · 11/03 11:48a https://247wallst.com/investing/2026/11/03/oracle-rallies-6-as-20-billion-stock-and-bond-sale-clears-funding-overhang-coreweave-climbs-7-microsoft-gains-2/

4. SPCX +4% $141.81 (1926B cap) Why SpaceX shares are rising on Tuesday? SpaceX shares SPCX advanced on Tuesday as investors continued to react to reports that Elon Musk's company is exploring a deal with EchoStar to acquire Boost Mobile or gain access to its wireless network. SpaceX shares rose around 3% to approximately $141, extending gains after… — invezz.com · 11/03 12:25p https://invezz.com/news/2026/11/03/why-spacex-shares-are-rising-on-tuesday/

5. NVDA +3% $208.76 (5031B cap) EXCLUSIVE: Top 12 Most-Searched Tickers in October on Benzinga Pro – SpaceX Soars, Micron Rises, Nvidia Falls, CoreWeave and Microsoft Join List Each trading day, Benzinga Pro features hundreds of headlines and press releases, allowing traders to access the latest market news and individual stock information. — benzinga.com · 11/03 12:01p https://www.benzinga.com/trading-ideas/long-ideas/26/11/62831384/exclusive-top-12-most-searched-tickers-in-october-on-benzinga-pro-spacex-soars-micron-rises-nvidia-falls-coreweave-and-microsoft-join-list

6. TQQQ +3% $61.02 (37B cap) Dip Buyers in Leveraged Tech ETFs Are Getting Crushed Billions poured into leveraged semiconductor and tech ETFs as prices fell in October, but the funds that reset their exposure every single day carry a hidden math that makes waiting for a rebound far more painful than most buyers expect. — 247wallst.com · 11/03 8:35a https://247wallst.com/investing/2026/11/03/dip-buyers-in-leveraged-tech-etfs-are-getting-crushed/

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

1. IBTA +28% $63.98 (1.5B cap) Ibotta: 3 Key Takeaways for Long-Term Investors Third-quarter revenue grew 17% year over year to $97.8 million. Third-party publisher redemption revenue increased 43% year over year. — fool.com · 11/03 6:28a https://www.fool.com/earnings/takeaways/2026/11/03/ibotta-3-key-takeaways-for-long-term-investors/

2. AEHR +26% $64.77 (2.1B cap) AEHR Q1 Earnings Beat Estimates on AI Demand, Revenue Outlook Raised Aehr Test Systems' Q1 results surge on AI semiconductor demand, stronger margins and rising backlog. — zacks.com · 11/03 11:51a https://www.zacks.com/stock/news/3021922/aehr-q1-earnings-beat-estimates-on-ai-demand-revenue-outlook-raised?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_article-3021922

3. ACB +20% $5.05 (320M cap) Organigram to Acquire Aurora and Establish a Global Cannabis Leader Organigram Global Inc. (NASDAQ: OGI) (TSX: OGI) (“Organigram”) and Aurora Cannabis Inc. (NASDAQ: ACB) (TSX: ACB) (“Aurora”) today announced that they ha — gurufocus.com · 11/03 10:00a https://www.gurufocus.com/news/9165867/organigram-to-acquire-aurora-and-establish-a-global-cannabis-leader

4. GPK +19% $11.14 (3.3B cap) Graphic Packaging (GPK) Q3 Earnings Meet Estimates Graphic Packaging (GPK) came out with quarterly earnings of $0.23 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.58 per share a year ago. — zacks.com · 11/03 8:46a https://www.zacks.com/stock/news/3021425/graphic-packaging-gpk-q3-earnings-meet-estimates?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|yseop_template_4-3021425

5. EVER +19% $28.91 (1.0B cap) EverQuote, Inc. (EVER) Q3 2026 Earnings Call Transcript EverQuote, Inc. (EVER) Q3 2026 Earnings Call Transcript — seekingalpha.com · 11/02 9:48p https://seekingalpha.com/article/4961262-everquote-inc-ever-q3-2026-earnings-call-transcript

6. CMCO +16% $18.34 (530M cap) What Columbus McKinnon (CMCO) Said on Its Q2 Earnings Call Columbus McKinnon NASDAQ: CMCO reported stronger second-quarter fiscal 2027 results as demand for its intelligent motion products remained broad-based and the company continued integrating Kito Crosby, prompting management to raise its full-year outlook. — marketbeat.com · 11/03 11:15a https://www.marketbeat.com/instant-alerts/transcript-what-columbus-mckinnon-cmco-said-on-its-q2-earnings-call-2026-11-03/

7. HUT +16% $63.84 (7.9B cap) Hut 8 Set to Report Q3 Earnings: What's in Store for the Stock? Hut 8 Corp. HUT is slated to release third-quarter 2026 results on Nov. 4, before market open. The company's quarterly results are likely to display a decrease in both revenues and earnings per share. — zacks.com · 11/03 12:25p https://www.zacks.com/stock/news/3021971/hut-8-set-to-report-q3-earnings-what-s-in-store-for-the-stock?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_preview-3021971

8. RIOT +16% $13.72 (5.2B cap) Hut 8 Surges 16% Ahead of Earnings as Bitcoin Miners Rebound; Riot Platforms Surges 14%, MARA Holdings Jumps 9% Crypto miners shifting toward high-performance computing are rallying strongly, and Hut 8 (NASDAQ:HUT) is leading them. Hut 8 shares recently changed hands at $63.62, up 16% from the prior close of $55.01. — 247wallst.com · 11/03 12:03p https://247wallst.com/investing/2026/11/03/hut-8-surges-16-ahead-of-earnings-as-bitcoin-miners-rebound-riot-platforms-surges-14-mara-holdings-jumps-9/

9. BCAX +16% $9.18 (608M cap) Bicara Therapeutics to Report Third Quarter 2026 Financial Results and Business Updates on November 9, 2026, at 8:30 AM ET BOSTON, Nov. 02, 2026 (GLOBE NEWSWIRE) -- Bicara Therapeutics Inc. (Nasdaq: BCAX), a clinical-stage biopharmaceutical company committed to bringing transformative bifunctional therapies to patients with solid tumors, today announced that it will report third quarter 2026 financi… — globenewswire.com · 11/02 8:30a https://www.globenewswire.com/news-release/2026/11/02/3393152/0/en/bicara-therapeutics-to-report-third-quarter-2026-financial-results-and-business-updates-on-november-9-2026-at-8-30-am-et.html

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