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US stock futures extended their gains as investor optimism around upcoming earnings and the artificial intelligence boom outweighed a global bond sell-off and rising diesel costs.

Nasdaq-100 futures rose 0.25% after the Nasdaq Composite hit a fresh record, while Nvidia and other technology stocks reached all-time highs. Dow futures climbed 0.39% and S&P 500 futures gained 0.18%, leaving the S&P 500 less than 1% below its record.

Meanwhile, the 10-year Treasury yield reached 5.31%, its highest closing level in 24 years, while the 30-year yield hit 5.66%, its highest since 2002. Nvidia’s market capitalization is nearing $6 trillion.


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Option Care Health Inc (OPCH) stock soared 20.67% to $28.20 in the pre-market trading after reports that McKesson and CD&R are exploring a potential takeover of the company.

Jaguar Health Inc (NASDAQ: JAGX) shares are trading up 25.58% at $5.94 at the time of writing following the filing of an 8-K form with the SEC.

Intest Corp (INTT) grew over 9.17% at $16.42 in pre-market trading today after the company projected record Q3 2026 orders and said revenue is expected at the high end of its Q3 and full-year guidance.

Stablecoin Development Corp (SDEV) climbed approximately 13.41% to $4.44 during Tuesday’s pre-market session after the company filed an 8-K form with the SEC.


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Top Upgrades & Downgrades

Citigroup turned bullish on Harley-Davidson Inc (HOG), upgrading the stock to Buy and assigning a $33 price target, representing potential upside of 26.00% from Monday's close.

Cboe Global Markets Inc (CBOE) has won the favor of TD Cowen's equity research team. The firm upgraded the shares from Hold to Buy and moved its price target to $334, suggesting 20.37% additional upside for the stock.

Grupo Aeroportr dl Pcfco SAB de CV (PAC) received an upgrade from analysts at HSBC Securities, who also set their one-year price target on the stock to $277. They changed their rating on PAC to Buy from Hold in a recently issued research note.

JP Morgan reduced its rating on PTC Inc (PTC) stock to Underweight from Neutral and assigned the price target to $162.

UBS analysts reduced their investment ratings, saying in research reports covered by the media that its rating for O-i Glass, Inc (OI) has been changed to Neutral from Buy and the new price target is set at $6.

Analysts at Barclays downgraded Uniqure NV (QURE) stock to Equal Weight from Overweight, and the new price target is set at $28.


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Latest Insider Activity

NexPoint Residential Trust Inc (NXRT) See Remarks, McGraner Matt declared the purchase of shares taking place on Oct 05 '26 at $18.42 for some 5500 shares. The transaction amount was around $101,310.

Lennar Corporation Class A (LEN) 10% Owner, BERKSHIRE HATHAWAY INC bought on Oct 02 '26 a total of 1708095 shares at $79.44 on average. The purchase cost the insider an estimated $135.69 million.

Webull Corp (BULL) President, Denier Anthony Michael announced the sale of shares taking place on Oct 05 '26 at $7.33 for some 53846 shares. The total came to more than $394,939.

Strive Inc (ASST) Chief Financial Officer, Pham Benjamin sold on Oct 05 '26 a total 4209 shares at $31.33 on average. The insider’s sale generated proceeds of almost $131,886.


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Important Earnings

Top US earnings releases scheduled for tomorrow include Lamb Weston Holdings Inc (LW). It will announce its August 2026 financial results. The company is expected to report earnings of $0.59 per share from revenues of $1.66B in the three-month period.

Analysts expect RPM International Inc (RPM) to report a net income (adjusted) of $1.95 per share when the company releases its quarterly results Oct 06. Revenue for the fiscal quarter ended August 2026 is predicted to come in at $2.22B.

Apogee Enterprises Inc (APOG), due to announce earnings before the market opens Oct 06, is expected to report earnings of $0.63 per share on revenues of $351.41M for the recently concluded three-month period.

That's it for today. Thanks for reading. Good luck out there!

Best Regards,

Stocks Telegraph Team

Disclaimer:

Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside of these emails.

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