Equities held firm despite a shockingly weak September payrolls print of just 29,000 with unemployment ticking up to 4.2% — the S&P 500 closed +0.19% at 7666.45, the Nasdaq +0.04%, and the Russell 2000 outperformed at +0.35%. The futures tape points to a stronger open ahead: S&P futures +0.85%, Nasdaq futures +1.18%, Russell futures +1.38%, while the VIX slid 5.19% to 15.54. Energy led sectors at +1.95% and Health Care lagged at -1.32%, with the small-cap complex and crypto (Bitcoin to $86K) carrying the risk appetite. Single-name action was dominated by micro-cap chaos: BGM +3005.64% and KUST +944.42% on the upside, CTVA -83.81% on the downside. The 10-year at 5.29% remains the tension point — a deteriorating labor market alongside elevated long rates is an unusual mix.
Change on the day for the major indices. VIX sits in the metric strip above — it reads inversely, so it is kept out of this scale.
Every bar opens the sector ETF's live page.
QL signal universe · click a bar for the live 5-factor read.
QL signal universe · click a bar for the live 5-factor read.
QuantLogix breadth broadened sharply, with bullish signals rising 6.7 points to 29% of the 4,925-name universe — a risk-on participation signal that lines up with small-cap leadership and the crushed VIX. The distribution is still middle-heavy (2,440 neutral vs. 63 strong buys and 185 strong sells), so this is early-stage broadening, not conviction-level rotation. Notable strong buys cluster in semis (MTSI, SMTC, LSCX names LSCC, FN, TSEM) against strong sells concentrated in healthcare/biotech (INSM, KRYS, TGTX, MOH) — consistent with the sector tape.
Hover the line (or focus it and use ← →) to read any single session.
Strong Buy standouts: SUNB · TSEM · MTSI · SMTC · MKSI · STRL · LSCC · FN · IESC · FPS · S · CAMT
Strong Sell standouts: VG · INSM · FUTU · MOH · KRYS · TGTX · BLTE · PBLS · SII · QURE · EMAT · GPCR
See full signals →| Ticker | Next Report | In | Last EPS YoY | Last Rev YoY |
|---|---|---|---|---|
| GOOGL | 2026-10-22 | 19d | +294.4% | +24.2% |
| TSLA | 2026-10-22 | 20d | -3.0% | +25.5% |
| MSFT | 2026-10-28 | 26d | +0.0% | +17.7% |
| META | 2026-10-29 | 26d | -13.4% | +28.0% |
| AMZN | 2026-10-30 | 27d | +242.3% | +19.6% |
| AAPL | 2026-10-30 | 28d | +28.7% | +16.4% |
Bar length = days until the report · green/red = last EPS YoY direction · click through to the live page.
Year-over-year movement
The calendar is light today beyond the MDAT (Web3Labs Global) Nasdaq IPO priced at $4–5, with YHTE and FIT still pending. Big Tech earnings cluster later this month — GOOGL and TSLA on Oct 22, MSFT/META Oct 28–29, AMZN/AAPL Oct 30 — so positioning into those is the real catalyst story.
| Ticker | Company | Listing Date | In | Offer Range | Exchange |
|---|---|---|---|---|---|
| MDAT | Web3Labs Global Inc. | 2026-10-02 | listed | $4–$5 | XNAS |
| YHTE | Primagrove Ltd | TBA | — | $4–$6 | XNAS |
| FIT | Fitness Fanatics Ltd | TBA | — | $4–$6 | XNAS |
Listing-pipeline headlines
Full pipeline + S-1 tracker on IPO Radar · pre-IPO valuations and secondaries on Private Companies.
The private tape is anything but quiet: OpenAI's $142B late-stage primary at an $852B valuation, led by Nvidia and SoftBank, dwarfs everything else, while AMD's $8.2B acquisition of World Labs shows strategic buyers moving directly into AI infrastructure. Insight Partners leads on deal count (6 deals, $336.6M) while a16z deployed the most among traditional VCs ($694M across 5 deals), and sovereign-linked UAE capital ($6.0B) and Jane Street ($3.0B) signal that non-traditional money is now setting the pace at the top of the market.
| Date | Company | Event | Amount | Lead Investor |
|---|---|---|---|---|
| 2026-10-01 | OpenAI · AI | Late-stage primary $142,000M led by Nvidia, SoftBank | $142.0B | Nvidia, SoftBank |
| 2026-10-01 | Wonderful · AI | Series C $34M led by Index Ventures | $34M | Index Ventures |
| 2026-10-01 | Wayve · Automotive | Series D $1,050M led by SoftBank Group | $1.1B | SoftBank Group |
| 2026-10-01 | Prime Intellect · AI | Series A $50M led by Founders Fund | $50M | Founders Fund |
| 2026-09-28 | World Labs · AI | Acquisition (announced) $8,200M led by AMD | $8.2B | AMD |
| 2026-09-28 | Astro Digital · Space / Defense | SPAC merger + PIPE (announced) $180M led by Proem Asset Management | $180M | Proem Asset Management |
| 2026-09-28 | Modulate · AI | Venture $25M led by Future Ventures | $25M | Future Ventures |
| 2026-09-26 | Sanyark Space · Space | Pre-Seed $2M led by Avaana Capital; AUM Ventures | $2M | Avaana Capital; AUM Ventures |
Track 2,590 pre-IPO names on Private Companies · browse 280+ investor profiles · live deal tape on Deal Signals.
Bar = amount raised · click through to the company's pre-IPO page.
Where the money went — sector split
Most active lead investors (last 45 days)
Educational framework discussion of market conditions — not investment advice or a recommendation to buy or sell any security.