US Pre-Market 6 October 2026: Futures +0.5% After Nasdaq Record as Brent Drops 2.9%; OPCH +33% on Buyout Talks

Sentiment: bullish S&P 500 futures: +0.50%

S&P 500 futures are +0.50% and Nasdaq 100 futures +0.65% at 8:31am ET on 6 October 2026, after the Nasdaq Composite closed at a record 27,477.31 on Monday and Brent crude fell 2.89% to $97.42 as Middle East oil shipments recovered. OPCH.US is +33.34% pre-market to $31.16 on a report that McKesson and Clayton Dubilier & Rice are near a buyout worth more than $5 billion including debt. The 10-year Treasury yield closed Monday at 5.311%, its highest close in 24 years, and the August trade deficit widened to $105.6 billion.

Overnight drivers

• Oil: Brent is -2.89% to $97.42 and WTI -2.82% to $86.91, a third straight decline. JPMorgan estimates Middle East crude shipments have recovered to 17.5 million barrels a day, 98% of pre-war levels, and the G7's latest emergency stockpile release adds supply. OXY.US is -1.31%, COP.US -1.09% and XOM.US -0.99% pre-market; UAL.US is +1.71% and DAL.US +1.44%.
• Yields: The 10-year closed Monday at 5.311%, up about 3 basis points, and the 30-year at 5.664%, its highest since 2002. Japan's 10-year government bond yield topped 3.0% overnight.
• Chips: NVDA.US closed at a record $238.90 on Monday (+2.12%) and is +1.06% pre-market; AMD.US is +1.71% and AVGO.US +0.65%.
• Dollar and gold: The US Dollar Index is -0.37% to 101.79 and gold +1.16% to $4,205.10.

Monday on Wall Street

The Nasdaq Composite closed at a record 27,477.31 on 5 October 2026, up 1.05%, past its previous record from 22 September, as AI-linked stocks rose alongside Treasury yields.

• S&P 500: 7,773.95 (+0.66%)
• Nasdaq: 27,477.31 (+1.05%)
• Dow: 51,267.90 (+0.18%)
• Russell 2000: 2,847.14 (+0.50%)
• VIX: 15.29 (-1.48%)

SPCX.US rose 7.63% after Morgan Stanley called the stock cheap in a Sunday note, TSM.US 2.75% on Elon Musk's confirmation of Terafab talks, and TSLA.US 2.20%; META.US gained 1.90% and MSFT.US 1.48%. INTC.US fell 2.63%. PTC.US closed +33.49% on Schneider Electric's $205-a-share cash offer, RXO.US +22.54% on a $5.8 billion bid from CHRW.US, which fell 10.85%. The iShares MSCI Brazil ETF EWZ.US gained 12.54% after Flavio Bolsonaro led the first round of Brazil's presidential vote; Brazil holds a runoff on 25 October. The ISM services index printed 54.9 for September, half a point below August, with its prices index up 1.4 points to 74.

Overnight Asia and Europe

Japan's Nikkei 225 rose 1.05% to 70,683.98 on 6 October 2026, while South Korea's KOSPI fell 0.89%; mainland China stays shut for Golden Week through 7 October.

• Nikkei 225: 70,683.98 (+1.05%)
• Hang Seng: 24,280.56 (+1.00%)
• KOSPI: 6,941.39 (-0.89%)
• STOXX 600: 636.79 (+0.50%)
• DAX: 25,399.76 (+0.58%)
• FTSE 100: 10,526.86 (+0.28%)

Pre-market movers

• OPCH.US +33.34% to $31.16: talks with McKesson and Clayton Dubilier & Rice are advanced, with CD&R to hold 51% through a joint venture; the parties have not signed an agreement.
• APOG.US +20.58% to $43.00: fiscal second-quarter sales rose 9.2% to $391.1 million, and Apogee raised its full-year adjusted EPS range to $3.00 to $3.40 from $2.70 to $3.25.
• CEG.US +8.55% to $290.51: under a 20-year agreement, GOOGL.US will support 890 MW of new nuclear capacity, part of more than $4.3 billion of Constellation investment, plus a 15-year deal for 2,700 MW from its existing PJM fleet.
• LW.US +4.26% to $46.48 after first-quarter adjusted EPS of $0.75 against a $0.59 consensus; Lamb Weston raised its full-year outlook.
• JBLU.US +3.45% after Citi upgraded JetBlue, saying the downside is limited around $4.
• CTVA.US +2.89% after JPMorgan upgraded Corteva to overweight following its seed business spin-off.
• NKE.US -0.97%: Berenberg downgraded Nike, expecting revenue pressure through fiscal 2028; the stock is down about 44% this year.

US economic calendar today (ET)

The US goods and services deficit widened to $105.6 billion in August, up $12.7 billion from a revised $92.8 billion in July, the Bureau of Economic Analysis reported at 8:30am ET on 6 October 2026. Exports rose 1.4% to $315.2 billion and imports 4.3% to $420.8 billion.

• 10:45am: Fed Vice Chair for Supervision Michelle Bowman on regulation and supervision
• 4:30pm: API weekly crude inventories
• After the close: STZ.US reports fiscal second-quarter results, with consensus at $3.56 a share on $2.55 billion revenue

What to watch

• Wednesday 7 October: FOMC minutes at 2:00pm ET from the 15 to 16 September meeting that raised rates by a quarter point; Governor Waller speaks at 10:00am. APLD.US and LEVI.US report after the close.
• Thursday 8 October: weekly jobless claims at 8:30am and a $22 billion 30-year bond auction at 1:00pm; PEP.US reports before the open.
• Friday 9 October: University of Michigan sentiment and inflation expectations at 10:00am; DAL.US reports before the open.
• Rates: the 10-year at 5.311% and the 30-year at 5.664% sit at multi-decade highs while the S&P 500 trades within 1% of its record.

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