US Close 15 October 2026: Dow +1.08% as 10-Year Yield Falls 10 bps to 5.09%; MAN.US -15.82%
S&P 500 close: 7,744.06 (+0.33%) VIX: 16.46 (-2.43%) Sentiment: mixed
The S&P 500 closed at 7,744.06 on 15 October 2026, up 25.12 points or 0.33%, ending a three-day losing streak as the 10-year Treasury yield fell about 10 bps to 5.09% and money moved from chips into health care, financials and consumer stocks. MAN.US fell 15.82% after third-quarter revenue narrowly missed estimates and the staffing company announced a chief executive transition, per Benzinga. CRWV.US rose 5.94% after Nvidia chief executive Jensen Huang said "CoreWeave's strength is improving every day," per Reuters via Benzinga, and the Nasdaq recovered from a loss of more than 1% to close up 0.08%.
At a glance
| Index | Close | Change |
|---|---|---|
| S&P 500 | 7,744.06 | +0.33% |
| Nasdaq Composite | 26,713.03 | +0.08% |
| Dow Jones Industrial Average | 52,177.69 | +1.08% |
| Russell 2000 | 2,767.27 | +1.38% |
| VIX | 16.46 | -2.43% |
The Dow gained 556.21 points and the Russell 2000 37.74 points. The US Dollar Index fell 0.53% to 102.01. November WTI rose $2.88 to settle at $97.97 and December Brent fell 14 cents to $105.92, per CNBC, after attacks on ships in the Strait of Hormuz and an 8 million barrel US crude inventory draw reported by the Energy Information Administration. Gold futures rose 2.06% to $4,192.50 and bitcoin 0.69% to $82,236.
What moved the index
The S&P 500 gained 33 bps on 15 October 2026; health care, financials and consumer stocks added about 67 bps and technology and energy took out about 26 bps.
| Driver | Move | Approx. index weight | Contribution |
|---|---|---|---|
| Health care (XLV.US) | +1.86% | about 9% | about +17 bps |
| Financials (XLF.US) | +1.38% | about 13% | about +18 bps |
| Discretionary and communication services (XLY.US, XLC.US) | +1.71%, +1.46% | about 20% combined | about +32 bps |
| Technology and energy (XLK.US, XLE.US) | -0.65%, -1.58% | about 36% combined | about -26 bps |
- LLY.US +3.55% led health care, and XLV.US opened at an intraday record, its first since mid-August, per Yahoo Finance. Johnson & Johnson, AbbVie, Merck and Gilead also rose.
- USB.US +2.01% after EPS of $1.34 against $1.32 expected, with KRE.US +1.77%, V.US +2.13% and MA.US +2.17%. SCHW.US fell 2.73% despite adjusted EPS of $1.69 against $1.65.
- NVDA.US -1.84% and SMH.US -1.04% led technology lower. TSM.US fell 1.80% after record third-quarter profit, INTC.US 2.80% and AMD.US 1.50%; MSFT.US rose 1.08%.
Together these drivers sum to about 41 bps against the 33 bps gain; the overshoot reflects approximate weights, since sector fund caps differ from S&P 500 weights.
Session highlights
- 5.09% close for the 10-year Treasury yield, down from 5.19%, after it fell more than 10 bps, per CNBC. The 30-year fell about 9 bps to 5.43% and the 2-year more than 4 bps to 4.76%. September producer prices rose 1.3% on the month, the largest increase since March 2022, per Yahoo Finance.
- CRWV.US +5.94% after falling as much as 9.5% early, per TradingKey. Its credit default swaps priced about 60% odds of default within five years, a record, and its 9% notes fell to 80.75 cents on the dollar, per Yahoo Finance.
- Z.US +11.05% and COMP.US +9.82% as long-term rates fell, per 24/7 Wall St, with ZG.US +10.80%.
- DELL.US -6.80% and HPE.US -7.10% fell for a second day after Barclays cut both to equal weight, per CNBC. ANET.US fell 5.04%.
- ERIC.US +11.80% after third-quarter organic sales growth of 7% and reported EBITA of 9.2 billion krona, per Ericsson.
Sector scorecard
- Best: Health care (XLV.US +1.86%)
- Worst: Energy (XLE.US -1.58%)
- Dispersion (best minus worst): 3.44 pts
- Materials XLB.US +1.79%, consumer discretionary XLY.US +1.71% and communication services XLC.US +1.46% followed; utilities XLU.US -0.17% and technology XLK.US -0.65% joined energy below zero.
- IWM.US +1.37% outpaced QQQ.US -0.13% by 1.50 points; NFLX.US +2.89% led communication services while META.US slipped 0.11%.
Top movers
| Ticker | Move | Reason |
|---|---|---|
| RGC.US | +17.39% | Unannounced, likely flow-driven. |
| FNMA.US | +16.19% | Unannounced, likely flow-driven. |
| APPN.US | +13.97% | Rose with software stocks in the afternoon session, per StockStory |
| KRMN.US | +12.48% | Rebounded after three straight losses; no company news found |
| KD.US | +11.87% | Opened its first US AI Innovation Lab, near Dallas |
| MAN.US | -15.82% | Revenue narrowly missed; announced chief executive transition |
| VICR.US | -10.36% | Fell with AI infrastructure stocks; no company news found |
| SMTC.US | -10.01% | Analyst day set a $3.2 billion fiscal 2030 revenue goal |
| PENG.US | -8.48% | Fell with data center stocks; no company news found |
| LBRT.US | -7.33% | Unannounced, likely flow-driven. |
After-hours earnings
Alcoa, Interactive Brokers and J.B. Hunt reported after the close on 15 October 2026, per CNBC.
- AA.US advanced 2% after hours, per CNBC, on adjusted EPS of $1.82 against $1.47 expected; revenue of $3.70 billion missed the $3.79 billion forecast.
- IBKR.US fell 1% after hours, per CNBC, on adjusted EPS of 67 cents against 68 cents expected; revenue of $1.91 billion beat the $1.87 billion estimate.
- JBHT.US fell more than 2% after hours, per CNBC, on EPS of $1.82 against $1.89 expected; revenue of $3.68 billion beat the $3.57 billion forecast.
- VRNS.US gained more than 2% after hours, per CNBC, after Proofpoint agreed to buy it in an all-cash deal valued at about $6.3 billion, expected to close in the first half of 2027.
Notable announcements
- MAN.US: adjusted EPS of $1.01 matched estimates and revenue rose 4% to $4.8 billion, per its filing; the company also named a new chief executive, per Benzinga.
- SMTC.US: Northland downgraded the stock to market perform from outperform on valuation ahead of the analyst day, per StockAnalysis.
Next session catalysts (ET)
- Thu 15 Oct, 11:30pm: Fed Chair Kevin Warsh speaks at the IMF meetings in Bangkok, per Roic News.
- Fri 16 Oct, before the open: TFC.US, TRV.US, MTB.US and CFG.US report third-quarter results.
- Fri 16 Oct, 8:00am: Truist hosts its earnings call, per Stock Titan.
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