Why stocks rose and fell on Oct 23, 2026

• Market pulseRobert Half returns to growth in Talent Solutions and guides to stronger Q4 EPS with Protiviti set to rebound
• Market pulseRobert Half gets price target hikes from BMO, Baird and Goldman after Q3 as Talent Solutions and Protiviti recover
• PR NewswireROBERT HALF REPORTS THIRD-QUARTER FINANCIAL RESULTS

The trigger was the quarterly report: EPS +14% year over year, 4.7% above the estimate.

• Market pulseGenmab Phase 3 RAINFOL-02 trial of rinatabart sesutecan (Rina-S) in platinum-resistant ovarian cancer meets primary PFS and key OS endpoints
• Business WireGenmab Announces Rinatabart Sesutecan (Rina-S) Demonstrates Statistically Significant Improvement in Progression-Free Survival and Overall Survival in Patients with Platinum-Resistant Ovarian Cancer
• BenzingaGenmab’s Phase 3 RAINFOL-02 Trial Meets Primary PFS And Key Secondary OS Endpoints, Demonstrating A Statistically Significant And Clinically Meaningful Improvement For Rina-S In Platinum-Resistant Ovarian Cancer

• Market pulseQatarEnergy’s reported 3 mtpa long-term LNG talks lift Venture Global 6% intraday

• Market pulseBloomberg: Instacart owner Maplebear explored sale, approached Uber but talks ended

• Market pulseBloomberg: SpaceX in talks with Crown Castle on potential multi-billion-dollar U.S. cell-site agreements
• Benzinga'SpaceX in Talks to Access 80,000 Cell Sites for Wireless Network; One Of The Companies SpaceX Is In Talks With Is Crown Castle'- Bloomberg
• Benzinga'One Of The Companies SpaceX Is In Talks With Is Crown Castle' - Bloomberg News

• Market pulseEvercore cyber-demand survey drives SailPoint 8% higher in an intraday identity-security read-through

• Market pulseRecent Nvidia AI-security pact and Mizuho target hike lift CrowdStrike 6% intraday
• BenzingaLive on CNBC, CrowdStrike CEO George Kurtz, Says Will See A Lot Of Breaches In Coming Months From PHP Vulnerability; Al Attacks Have Doubled Every Month

• Market pulseFirst Citizens BancShares posts Q3 2026 non-GAAP EPS $55.37 (+24% YoY), revenue $2.4B (+8% YoY), beats estimates, unveils $1.2B buyback
• Market pulseFirst Citizens beats Q3 estimates with non-GAAP EPS $55.37, raises 2026 NII and fee-income guidance, accelerates FDIC note paydown
• PR NewswireFirst Citizens BancShares Declares Dividends

The trigger was the quarterly report: EPS +24% year over year, 19.9% above the estimate.

• BenzingaServiceNow, Zscaler and a Music Streaming Giant on CNBC’s ‘Final Trades’
• BenzingaLive On CNBC, Stephanie Link Announces Bought Zscaler

• Fiscal.AiCloudflare Reports Surge in Exploit Attempts Following PHP Vulnerability Disclosure

• Market pulsePHP2Shell threat escalation lifts Palo Alto Networks 6.6% as cybersecurity peers rally
• BenzingaHere’s How Much You Would Have Made Owning Palo Alto Networks Stock In The Last 10 Years

• Fiscal.AiBofA Securities Raises Price Target on JFrog to $115

• Market pulseSLB reports Q3 2026 adjusted EPS $0.64 on $9.45B revenue, beating estimates and declaring $0.295 quarterly dividend
• Market pulseSLB beats Q3 estimates with EPS $0.64 on $9.45B revenue, raises Q4 outlook as Middle East stays constrained
• BenzingaTop Wall Street Forecasters Revamp SLB Expectations Ahead Of Q3 Earnings

The trigger was the quarterly report: EPS −7% year over year, 3.7% above the estimate.

No news on Rubrik today. Its industry peers (Software - Infrastructure) that day: “PHP2Shell threat escalation lifts Palo Alto Networks 6.6% as cybersecurity peers rally”.

• Market pulseTempus AI signs five-year $55 million neurology data agreement with Pathos AI to support Alzheimer’s drug development
• Business WireTempus Expands Strategic Collaboration with Bristol Myers Squibb
• Business WirePathos AI Announces Strategic Collaborations with Bristol Myers Squibb and Tempus AI to Advance AI-Driven Drug Development Beginning with Alzheimers Disease and Other Neurological Conditions

No news on Okta today. Its industry peers (Software - Infrastructure) that day: “PHP2Shell threat escalation lifts Palo Alto Networks 6.6% as cybersecurity peers rally”.

No news on Semtech today. Its industry peers (Semiconductors) that day: “Lam Research outlook and AI-spending fears pull Impinj 9% lower with semiconductor peers”.

• Market pulseSLB earnings beat and crude rally lift Halliburton 3.5% after the open
• BenzingaUBS Maintains Neutral on Halliburton, Lowers Price Target to $41
• Fiscal.AiUBS Adjusts Halliburton Price Target to $41

• Market pulseMiddle East supply fears lift Brent above $115, driving Equinor ADR 4.7% higher
• Offshore TechnologyEquinor and partners award Wisting FEED contract to Aibel
• Fiscal.AiEquinor Energy AS Exercises Option for Havila Shipping PSV Vessels

• Market pulseLKQ preannounces weak Q3 2026 results with net loss and significant European underperformance, withdraws full-year 2026 guidance
• Market pulseLKQ preannounces weak Q3 2026 results, projects net loss on $111 million in impairment charges and withdraws 2026 guidance
• GlobeNewswireLKQ Corporation Appoints Salvatore A. Abbate as President and Chief Executive Officer

• Market pulseNo clear catalyst identified; CORT extends unexplained selloff while biotech benchmarks hold steady
• Market pulseGenmab announces positive Phase 3 data for platinum-resistant ovarian cancer drug, a potential rival to Corcept’s Lifyorli

• Market pulseTango Therapeutics reports 82% objective response rate for vopimetostat plus daraxonrasib in MTAP-deleted pancreatic cancer Phase 1/2 study
• GlobeNewswireTango Presents Promising Results from Phase 1/2 Study of Vopimetostat and Daraxonrasib in Pancreatic Cancer and Provides Updates to Development Strategy
• BenzingaTango Therapeutics Announces Results From Ongoing Phase 1/2 Study Of Vopimetostat In Combination With Daraxonrasib In Patients With Metastatic Pancreatic Ductal Adenocarcinoma And Non-Small Cell Lung Cancer; Study Demonstrated 82% Objective Response Rate, Median PFS Not Yet Reached, And 9M PFS Rate Of 88%, In 22 Patients

No news on GeneDx today. The Healthcare sector moved −0.90% (median).

• Market pulseBloom Energy posts record Q3 with non-GAAP EPS $0.94 (+527% YoY), doubles 2026 growth outlook on surging AI data center demand
• Market pulseBloom Energy posts record Q3 with non-GAAP EPS $0.94 (+527% YoY), doubles 2026 outlook as Morgan Stanley lifts target to $335, Overweight
• Business WireBloom Energy Reports Record Third Quarter 2026 Financial Results and Raises Full Year 2026 Guidance

The trigger was the quarterly report: EPS +527% year over year, 36.1% above the estimate.

• Market pulseSallie Mae cuts 2026 EPS guidance to $1.95–$2.05 amid record Q3 originations and new Sixth Street funding partnership
• BenzingaSLM Lowers FY2026 GAAP EPS Guidance from $3.10-$3.20 to $1.95-$2.05 vs $3.11 Est
• BenzingaSLM Q3 EPS $(0.19) Misses $0.38 Estimate, Sales $339.322M Miss $381.089M Estimate

The trigger was the quarterly report: EPS −130% year over year, 211.5% below the estimate.

• Market pulseMeta financing and AI-spending worries extend connectivity selloff, pushing Credo 8.7% lower
• Market pulseEdgewater Research reports slower-than-expected 1.6T AEC adoption and increased competitive risks
• Investing.comCredo slides 7.5% as competition, slower 1.6T rollout weigh

• Market pulseComfort Systems USA beats Q3 2026 estimates with EPS $13.91, revenue $3.77B, raises dividend, announces CFO transition after 2026 Form 10-K
• Market pulseComfort Systems posts record Q3 with EPS $13.91 on $3.77B revenue, record $17.8B backlog on data center demand
• BenzingaComfort Systems USA CFO Bill George To Retire; Julie Shaeff Named Successor

The trigger was the quarterly report: EPS +69% year over year, 8.2% above the estimate.

• Market pulseGlobe Life cuts 2026 EPS guidance, raises buyback plans on United American health margin pressure
• Earnings WhispersGlobe Life Narrowly Misses As United American Health Losses Force A Second Guidance Cut, Leaving Buybacks To Carry The 2027 Story
• BenzingaPiper Sandler Downgrades Globe Life to Neutral, Lowers Price Target to $165

• Market pulseBloomberg: SpaceX seeks deals for at least 80,000 U.S. cell sites to build fourth nationwide carrier, raising future competition risk for AT&T
• BenzingaAT&T Posts Q3 Beat, Markets Respond To SpaceX Entering Wireless Telecom
• StocktwitsSpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-Hours

• Market pulseBloomberg: SpaceX pursues agreements for at least 80,000 U.S. cell sites to build fourth nationwide wireless carrier, stoking competitive concerns for T-Mobile US
• StocktwitsSpaceX Reportedly Eyes 80,000 Cell Sites In Push To Become Fourth US Wireless Carrier: T, TMUS, VZ Stocks Slip After-Hours
• Yahoo FinanceSpaceX could be on the cusp of buying 80,000 cell towers in a bid to really challenge Verizon, AT&T and T-Mobile

• Market pulseSS&C beats Q3 targets with EPS $1.78, revenue $1.69B, raises 2026 outlook and targets 41% EBITDA margin exit
• Market pulseSS&C Technologies lifts 2026 adjusted EPS guidance to $7.11–$7.17, boosts EBITDA margin targets as Q3 results beat estimates with non-GAAP EPS $1.78 and revenue $1.69B
• Business WireSS&C Technologies Releases Q3 2026 Financial Results

The trigger was the quarterly report: EPS +13% year over year, 0.8% above the estimate.

• Market pulseInfosys Q2 misses with EPS $0.20 on $5.15B revenue, cuts FY27 revenue growth guidance to 1%-2% in constant currency, keeps margin outlook, raises interim dividend
• Market pulseInfosys fiscal Q2 2027 non-GAAP EPS $0.20, revenue $5.2B beat estimates as it cuts FY27 constant currency revenue growth guidance to 1%-2%
• BenzingaInfosys Q2 EPS $0.20 Misses $0.21 Estimate, Sales $5.145B Miss $394.707B Estimate

The trigger was the quarterly report: EPS +2% year over year, 0.1% above the estimate.

• Market pulseCapital-markets warning extends CBRE’s post-earnings slide 5% during Friday morning’s regular session
• BenzingaEvercore ISI Group Maintains Outperform on CBRE Group, Lowers Price Target to $166
• MarketWatchCBRE Group Inc. Cl A stock underperforms Friday when compared to competitors

The trigger was the quarterly report: EPS +27% year over year, 4.4% above the estimate.

• Market pulseOil-price spike and beverage-sector selloff push Coca-Cola Consolidated 5% lower intraday Friday