Why stocks rose and fell on Oct 20, 2026

• Market pulseSalesforce to acquire Braze in $5.66B enterprise value deal, Braze shareholders to receive $47.50 in cash per share
• Market pulseSalesforce to acquire Braze in $5.66B enterprise value deal, paying Braze shareholders $47.50 in cash per share
• Business WireSalesforce Signs Definitive Agreement to Acquire Braze

• Market pulseBloomberg: Legendary Entertainment revives talks to acquire Lionsgate Studios, submits takeover offer
• Market pulseNo clear catalyst identified; Lionsgate rises 14% amid unverified renewed takeover chatter
• Investing.comLionsgate shares spike as Legendary Entertainment revives takeover talks

• Market pulseNo clear catalyst identified; SLS rebounds alongside biotech rally amid unverified buyout chatter
• Market pulseNo clear catalyst identified; SLS gains 14% amid biotech rally and buyout chatter
• StocktwitsSLS Stock Jumps Overnight: Retail Eyes Huge Potential Buyout As CEO Marks 15 Years

• Market pulseSalesforce’s $5.66B Braze acquisition agreement lifts rival Klaviyo 9.9% in Tuesday pre-market trading
• Investing.comKlaviyo shares jump 8% as Salesforce moves to acquire rival Braze for $5.7 billion

• Market pulseRaised 2026 guidance extends EquipmentShare rebound, lifting shares 12% during Tuesday’s session

• Market pulseEquifax beats Q3 2026 estimates, cuts mortgage and revenue outlook but raises 2026 margin guidance on AI savings
• Market pulseEquifax beats Q3 2026 estimates, trims mortgage and revenue outlook, sees >$1B 2026 free cash flow for Círculo deal, buybacks
• PR NewswireEquifax Delivers Strong 10% Revenue Growth in Third Quarter 2026 Driven by 8% Diversified Markets Revenue Growth Despite Challenging U.S. Mortgage Market; Returns $158 Million Cash to Shareholders

The trigger was the quarterly report: EPS +11% year over year, 2.8% above the estimate.

• Market pulseHasbro posts record Q3 2026 margins, raises 2026 outlook on Magic surge despite Q4 timing drag
• Market pulseHasbro posts record Q3 2026 margins, raises 2026 outlook and outlines 2027 Magic and Exodus growth roadmap
• Business WireHasbro Reports Third Quarter 2026 Financial Results

The trigger was the quarterly report: EPS +73% year over year, 56.2% above the estimate.

No news on National Energy Services Reunited today. The Energy sector moved 0.00% (median).

• Market pulseRevolution Medicines begins patient treatment in Phase 3 RASolve 308 trial of zoldonrasib combo in metastatic RAS G12D NSCLC
• GlobeNewswireRevolution Medicines Begins Treating Patients in Phase 3 RASolve 308 Trial Evaluating Zoldonrasib in Combination with Pembrolizumab and Chemotherapy as First-Line Treatment for Patients with Metastatic RAS G12D Non-Squamous Non-Small Cell Lung Cancer

No news on Guidewire Software today. Its industry peers (Software - Application) that day: “AI-trade software rotation lifts Q2 Holdings 6% alongside banking-software and broader SaaS peers”.

• Market pulseGrupo Aeroportuario Del Pacifico SAB de CV ADR reports fiscal Q3 2026 results with non-GAAP EPS $2.66 (-8% YoY) and revenue $632.9M (+22% YoY), misses EPS and revenue estimates
• Associated PressGrupo Aeroportuario del Pacifico: Q3 Earnings Snapshot

The trigger was the quarterly report: EPS −8% year over year, 1.3% below the estimate.

• Market pulseTransUnion launches industry-first Credit Washing and Synthetic Fraud Scores to combat synthetic identity fraud and credit washing
• GlobeNewswireTransUnion Launches Industry-First Adverse-Actionable Scores to Combat Synthetic Identity Fraud and Credit Washing, Now Being Integrated With Oscilar

No news on HubSpot today. Its industry peers (Software - Application) that day: “AI-trade software rotation lifts Q2 Holdings 6% alongside banking-software and broader SaaS peers”.

No news on Moderna today. Its industry peers (Biotechnology) that day: “Broad biotech rally lifts Oruka nearly 7% intraday alongside psoriasis-focused peers Alumis and MoonLake”.

No news on BitMine Immersion Technologies today. Its industry peers (Capital Markets) that day: “Strong earnings fuel financials-led rotation, lifting HLI 3.6% alongside its boutique-bank peers”.

• Market pulse3M beats Q3 2026 EPS with $2.50 on $6.6B revenue, raises 2026 EPS guidance, highlights AWS-backed EBO data center opportunity
• Market pulse3M beats Q3 2026 EPS with $2.50 on $6.6B revenue, raises 2026 EPS outlook, now sees 2027 margins above 25.4% target
• StocktwitsMMM Stock Jumps Overnight: Amazon Could Own A Piece Of 3M If It Spends $6B On Its Data Center Products

The trigger was the quarterly report: EPS +14% year over year, 4.9% above the estimate.

• Market pulseBMO Capital Markets named Gartner a new Top Pick and raised its price target while reiterating an Outperform rating in a note published today.
• StocktwitsGartner Warns $3.5 Trillion AI Investments In Jeopardy, Reiterates Returns Dont Justify Neocloud Buildout
• Business WireGartner Says 44% of CEOs Struggle to Demonstrate AI Financial Returns as Technology Becomes Central to Growth

• Market pulseNo clear catalyst identified; Li Auto rises with XPeng after Hong Kong shares gain
• Market pulsePower Day battery-system launch lifts Li Auto 6% during Tuesday’s regular session
• Just AutoLi Auto announces equity financing for its chip business

No news on Circle Internet today. Its industry peers (Capital Markets) that day: “Strong earnings fuel financials-led rotation, lifting HLI 3.6% alongside its boutique-bank peers”.

• Market pulseSalesforce-Braze deal fuels software M&A read-through, lifting Figma more than 7% intraday

No news on Argen X today. Its industry peers (Biotechnology) that day: “Broad biotech rally lifts Oruka nearly 7% intraday alongside psoriasis-focused peers Alumis and MoonLake”.

No news on Ryan Specialty today. The Financial sector moved +1.46% (median).

No news on Samsara today. Its industry peers (Software - Infrastructure) that day: “Strong earnings and falling oil prices drive rebound, lifting ACI Worldwide 3.6%”.

• Business WireSharkNinja Puts Its Fans in the Spotlight with Two New Creator Programs, First Fans and SharkNinja Storytellers

No news on Charles River Laboratories International today. The Healthcare sector moved +2.49% (median).

• Market pulseBloomberg reported Tuesday that EQT is in advanced negotiations to acquire Qiagen with a binding offer of more than $50 per share, sending QGEN shares sharply higher.
• Investing.comQiagen shares surge on report of advanced EQT takeover talks

• Market pulseWeak housing data and lower Treasury yields lift Rocket 6% with mortgage-lender peers

No news on MongoDB today. Its industry peers (Software - Infrastructure) that day: “Strong earnings and falling oil prices drive rebound, lifting ACI Worldwide 3.6%”.

• Market pulseMSCI Q3 2026 non-GAAP EPS $5.11 (+14% YoY) and revenue $892M (+12% YoY) beat analyst estimates
• Market pulseMSCI Q3 2026 non-GAAP EPS $5.11 and revenue $892M beat estimates as AI savings reinvested, limiting margin expansion
• Business WireMSCI Reports Financial Results for Third Quarter and Nine Months 2026

The trigger was the quarterly report: EPS +14% year over year, 1.6% above the estimate.

• Market pulseDBS flags Shopee GMV miss; Monee and cloud plans pressure Sea 6.9%
• The Wall Street JournalSea's CEO Says Financial Services Arm Could Go Public
• Investing.comSeas CEO says financial services arm Monee could go public, WSJ reports

• Market pulseNo clear catalyst identified; Tower Semiconductor falls 9% amid isolated dual-listing weakness
• Market pulseNo clear catalyst identified; TSEM underperforms as chip index reverses early selloff
• Market pulseNo clear catalyst identified; Tower Semiconductor drops 8.25% while chip peers trade mixed

• Market pulseGeneral Motors Q3 EPS $3.70 beats estimates, keeps full-year profit midpoint, sees about $400 million 2026 cost increase from US‑Iran war‑driven commodity inflation
• Market pulseGM posts record Q3 with EPS $3.70 beating estimates, raises free cash flow guidance and authorizes $20B share repurchase
• Barrons.comGeneral Motors Is Expected to Post Solid Earnings

The trigger was the quarterly report: EPS +32% year over year, 0.1% above the estimate.

• Market pulseMueller Industries Inc. reported its third quarter 2026 financial results.
• Market pulseMueller Industries Inc posts Q3 2026 non-GAAP EPS $1.00 (+6% YoY) on revenue $1.42B (+32% YoY), misses EPS but beats revenue estimates
• Business WireMueller Industries, Inc. Reports Third Quarter 2026 Earnings

The trigger was the quarterly report: EPS +6% year over year, 7.4% below the estimate.

• Market pulseHHS kidney-market competition plan sends DaVita down 6% in Tuesday regular trading
• PR NewswireDaVita Inc. Schedules 3rd Quarter 2026 Investor Conference Call
• MarketWatchDaVita Inc. stock underperforms Tuesday when compared to competitors

• Market pulseGenuine Parts posts Q3 2026 non-GAAP EPS $2.07 on revenue $6.52B, narrows 2026 EPS guidance toward low end amid cost pressures, beating EPS and revenue estimates
• Market pulseGenuine Parts warns Iran conflict will cut 2H 2026 EBITDA by $30–$40M, keeps EPS outlook near low end of $7.50–$7.75
• PR NewswireGenuine Parts Company Reports Third Quarter 2026 Results

The trigger was the quarterly report: EPS +5% year over year, 1.6% above the estimate.