10:24 HCA 10:15 ET Wells conf: Underlying 2026 performance remains intact: excluding the exchange disruption, 99% of the business has performed as expected and better than in 2025, suggesting the pressure is concentrated rather than a broader demand deterioration.10:20 STEM.UK Confirms unsolicited, preliminary approach from Circle8 for entire share capital; Deadline Oct 7th09:31 (SA) Saudi Arabia to establish marine war risks insurance pool for cargo - Saudi press09:55 ADM TTN Summary Archer: Demand is expanding in functional beverages, health and wellness, and GLP-1-related protein applications, where ADM is providing flavor masking and other functionality.08:51 WDC TTN Summary Citi Conference: Management says the business has fundamentally changed from cyclical consumer and PC exposure: “90% of our business is with the cloud.”09:39 CVS 09:30 ET Wells conf: Medical costs remain elevated, but recent data do not indicate a new deterioration: Q2 claims runout and initial Q3 indicators show pockets of favorability, particularly in Medicare Advantage. Management’s cautious balance-of-year stance reflects a “prudent and respectful” forecasting philosophy rather than an observed decline in trends.
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10:24HCA 10:15 ET Wells conf: Underlying 2026 performance remains intact: excluding the exchange disruption, 99% of the business has performed as expected and better than in 2025, suggesting the pressure is concentrated rather than a broader demand deterioration.
10:20STEM.UK Confirms unsolicited, preliminary approach from Circle8 for entire share capital; Deadline Oct 7th
09:31(SA) Saudi Arabia to establish marine war risks insurance pool for cargo - Saudi press
09:55ADM TTN Summary Archer: Demand is expanding in functional beverages, health and wellness, and GLP-1-related protein applications, where ADM is providing flavor masking and other functionality.
08:51WDC TTN Summary Citi Conference: Management says the business has fundamentally changed from cyclical consumer and PC exposure: “90% of our business is with the cloud.”
09:39CVS 09:30 ET Wells conf: Medical costs remain elevated, but recent data do not indicate a new deterioration: Q2 claims runout and initial Q3 indicators show pockets of favorability, particularly in Medicare Advantage. Management’s cautious balance-of-year stance reflects a “prudent and respectful” forecasting philosophy rather than an observed decline in trends.

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12:24 (US) Market Trading Hours Summary: As expected, Dec PCE runs hotter than CPI, Q4 GDP impacted by shutdown; Supreme Court strikes down IEEPA tariff powers
S&P 5007658.75 0.19%EUR/USD1.16 0.04%USD/JPY159.03 3.65%GBP/USD1.34 0.8%OIL--Gold4468.1 7.32%