Skip to content
Markets
SPY769.05▲ +0.34%QQQ717.63▼ -0.10%DIA524.36▲ +1.05%GLD377.65▼ -0.54%TLT80.13▲ +0.84%BABA108.61▲ +0.04%NIO3.43▲ +1.18%PDD81.63▲ +0.29%Realtime derived data
Octans ResearchOCTANS RESEARCHWaitlist
Independent ResearchWeek in Reviewcross-asset

Last week's most covered market stories, ranked by how widely they were reported and how far the market moved.

The Lower Manhattan skyline at dusk seen across the East River, One World Trade Center at center.
Source: Superbass, CC BY-SA 4.0, via Wikimedia Commons

Two Year Treasury Yield Drops to 4.75% as Fed Minutes Emerge

Short term yields retreated and equities advanced to record levels while power producers gained on major nuclear energy agreements.

Octans ResearchPublished

The Week

Treasury yields declined as markets digested policy signals, with the 2 year yield sliding to 4.75%. Equities climbed alongside major power producers that rallied after commercial nuclear supply agreements. Meanwhile, digital assets retreated even as crude oil logged a slight weekly advance.

Coverage
Independent Research
Prepared by
Octans Research
How produced
AI drafted from cited sources, automated checks
Sector
cross-asset
Tickers
CEG · VST · HUM
As of

Market Data

Latest prices for the companies covered in this article
Company1D %Price
($CEG)▼ −1.65%258.84
($VST)▲ +0.41%150.32
($HUM)▲ +2.99%427.38

as of 16:00 ET · Realtime derived data

Top Stories, Ranked

1. The Fed. The 2 year Treasury yield fell 8 basis points from Oct 2 to Oct 8 to 4.75%. ZeroHedge reported that the FOMC minutes showed all 19 Fed officials supported a rate hike.

The 2 year yield fell 8 basis points from Oct 2 to Oct 8 to 4.75%. Percent, daily, as of Oct 8, 2026. Line chart from Oct 8, 2025 to Oct 8, 2026. Marked: 12 month low, 3.38% on Feb 27, 2026. Marked: Treasury yields, 4.77% on Oct 7, 2026.
Source: Federal Reserve Bank of St. Louis (FRED)

2. The S&P 500. The S&P 500 rose 1.2% this week to 7,812. Seeking Alpha reported that a record 72 index firms issued positive Q3 earnings guidance according to FactSet.

The S&P 500 rose 1.2% this week to 7,812. Index level, daily, as of Oct 9, 2026. Line chart from Oct 9, 2025 to Oct 9, 2026. Marked: 12 month low, 6,344 on Mar 30, 2026. Marked: Record equity high, 7,819 on Oct 6, 2026.
Source: Federal Reserve Bank of St. Louis (FRED)

3. Bitcoin. Bitcoin fell 4.5% this week to $82,543. Bloomberg reported that Strategy posted its first profit in four quarters as earlier token gains lifted holding values.

Bitcoin fell 4.5% this week to $82,543. US dollars, daily, as of Oct 9, 2026. Line chart from Oct 9, 2025 to Oct 9, 2026. Marked: 12 month high, $115,274 on Oct 12, 2025. Marked: 12 month low, $58,586 on Jun 30, 2026. Marked: Bitcoin drop, $85,821 on Oct 5, 2026.
Source: Federal Reserve Bank of St. Louis (FRED)

4. Constellation Energy. Constellation Energy rose 16% this week to $298.07. Reuters reported that Google entered a massive 3.6 GW power deal with the company.

Constellation Energy rose 16% this week to $298.07. US dollars per share, daily close, as of Oct 9, 2026. Line chart from Sep 29, 2025 to Oct 9, 2026. Marked: 12 month high, $403.95 on Oct 15, 2025. Marked: 12 month low, $236.50 on Jul 1, 2026. Marked: Nuclear deal, $300.40 on Oct 6, 2026.
Source: Tiingo end of day prices

5. Oil. Oil rose 0.8% this week to $91.85. Seeking Alpha reported that crude jumped on a fresh Persian Gulf tanker attack and shutdowns in the Gulf.

Oil rose 0.8% this week to $91.85. US dollars, daily, as of Oct 9, 2026. Line chart from Oct 9, 2025 to Oct 9, 2026. Marked: 12 month low, $55.27 on Dec 16, 2025. Marked: 12 month high, $112.95 on Apr 7, 2026. Marked: Crude oil rise, $88.28 on Oct 7, 2026.
Source: Yahoo Finance

6. Vistra. Vistra rose 15% this week to $161.48, marking its biggest weekly gain in at least a year. ZeroHedge reported that the firm is in line for a $4 Billion nuclear loan.

Vistra rose 15% this week to $161.48. US dollars per share, daily close, as of Oct 9, 2026. Line chart from Sep 29, 2025 to Oct 9, 2026. Marked: 12 month high, $210.85 on Oct 15, 2025. Marked: 12 month low, $134.71 on May 19, 2026. Marked: Federal loan, $144.89 on Oct 5, 2026.
Source: Tiingo end of day prices

7. Humana. Humana rose 11% this week to $431.87. The Wall Street Journal reported that 95% of its Medicare Advantage members are in plans rated at least four stars for 2027.

Humana rose 11% this week, its biggest weekly gain since Jun 2026. US dollars per share, daily close, as of Oct 9, 2026. Line chart from Sep 29, 2025 to Oct 9, 2026. Marked: 12 month low, $163.67 on Mar 12, 2026. Marked: Medicare ratings, $431.87 on Oct 9, 2026.
Source: Tiingo end of day prices

What Connects Them

Declining short term yields supported broad equity gains as the S&P 500 rose 1.2% to 7,812. Constellation Energy and Vistra recorded major advances following clean power agreements and government financing. Meanwhile, Bitcoin dropped 4.5% to decouple from equity strength. Oil prices edged higher as well, closing at $91.85 following regional supply disruptions.

Filings Week · How We Ranked

Filings Week. Notable SEC filings from the week, one line each, every figure matched to the text of the linked filing. • TSMC (TSM), Oct 8. Consolidated revenue for September 2026 was approximately NT$511.86 billion, down 0.6 percent from August 2026 and up 54.6 percent from September 2025, with January through September 2026 revenue totaling T$3,898.73 billion. • Chevron (CVX), Oct 6. Agreed to transfer ownership interests in Hess Midstream and DJ Basin crude oil midstream assets for $200 million in cash, deconsolidating approximately $3.7 billion of debt while expecting an after tax loss of approximately $3 to $4 billion. • AbbVie (ABBV), Oct 5. Updated full year 2026 adjusted diluted EPS guidance to between $ 13.76 and $ 13.96, reflecting $ 216 million of third quarter acquired IPR&D and milestones expense. • McKesson (MCK), Oct 6. Partnered with CD&R in a definitive agreement to acquire Option Care Health for $32.05 per share, representing an enterprise value of approximately $5.8 billion, with the company holding a minority ownership interest. • Delta Air Lines (DAL), Oct 9. Reported September quarter 2026 operating revenue of $20.2 billion and earnings per share of $1.15, while guiding for full year 2026 earnings per share of $5.10 to $5.60 and free cash flow of approximately $2.5 billion.

How we ranked. We counted, for Oct 5 to 9, 2026, how many distinct outlets in our news intake and how many of the X accounts we track covered each market story, then weighted that by how large the market move was compared with the market's usual weekly move over the prior year. Only stories tied to a tradable price or rate qualify. Market data: Tiingo end of day prices for stocks, FRED for Treasury yields, Yahoo Finance for futures, indexes, the dollar and crypto.

Chart

$CEG adjusted close, last 6 months $CEG adjusted close, last 6 months: series falling from 313 to 259 (−17.2%) from 2026-04-24 to 2026-10-20. Scale 220 to 340. 220240260280300320340 2026-04-242026-10-20 $CEG ADJUSTED CLOSE, LAST 6 MONTHS −17.2% 258.8
Source: Tiingo · As of 2026-10-20Indicative, not investment advice.

Sources

  1. [1]ZeroHedge — FOMC Minutes Show All 19 Fed Officials Supported Rate Hike, "Most" Assess Another Hike "By Year End Is Appropriate"
  2. [2]Indiatimes — Bitcoin holds near $86,000 as weak US jobs data lowers October Fed rate hike expectations
  3. [3]Bloomberg — Growth is so high that tail risks are dwindling for US equities to just a Fed rate hike train or a doubling of the price of oil. Short of those outcomes, expect stocks to keep advancing, despite the rise in interest rates.
  4. [4]CNBC — Chart: A look at the S&P 500's remarkable and defiant trip to a new record
  5. [5]Seeking Alpha — Record 72 S&P 500 firms issue positive Q3 earnings guidance, FactSet
  6. [6]GuruFocus — Corporate Optimism Soars with 72 S&P 500 Firms Positive on Q3 Earnings; SPY Valuation in Focus
  7. [7]Bloomberg — Strategy posted its first profit in four quarters as Bitcoin’s late summer rally boosted the value of its holdings
  8. [8]Seeking Alpha — Strategy's $6 Billion Bitcoin Safety Net (NASDAQ:MSTR)
  9. [9]GuruFocus — Constellation Energy (CEG) Shares Surge 12.5% Amid Market Rally on October 6, 2026
  10. [10]Seeking Alpha — Constellation Energy's sweeping nuclear deal sparks rally in power sector stocks
  11. [11]Reuters — Google enters massive 3.6 GW power deal with Constellation Energy
  12. [12]Bloomberg — US bond yields fell from their highest levels since 2002 as oil prices retreated below $100 a barrel and Treasury Secretary Scott Bessent insisted the government’s debt load can be tamed
  13. [13]CNBC — Home heating oil prices are soaring, and users' winter bills could rise 21%, federal outlook shows
  14. [14]Seeking Alpha — Crude oil jumps on fresh Persian Gulf tanker attack, U.S. Gulf shutdowns (CL1:COM:Commodity)
  15. [15]GuruFocus — Vistra Corp (VST) Shares Surge 3.5%, What GF Score of 82 Tells Investors
  16. [16]Seeking Alpha — Vistra's $4B DOE Loan Ignites Great Nuclear Rally
  17. [17]ZeroHedge — Vistra In Line For $4 Billion Nuclear Loan As Washington’s Lending Spree Continues
  18. [18]Seeking Alpha — Humana Surges On 2027 CMS Ratings, Technical Breakout, Shares Fairly Priced
  19. [19]Bloomberg — Humana shares surged as the company improved its performance on crucial Medicare Advantage quality ratings linked to payment
  20. [20]The Wall Street Journal — Humana said 95% of its Medicare Advantage members are enrolled in plans rated at least four stars for 2027, an improvement that could make more of its membership eligible for quality related bonus payments.
  21. [21]SEC EDGAR — TSMC filing, Oct 8
  22. [22]SEC EDGAR — Chevron filing, Oct 6
  23. [23]SEC EDGAR — AbbVie filing, Oct 5
  24. [24]SEC EDGAR — McKesson filing, Oct 6
  25. [25]SEC EDGAR — Delta Air Lines filing, Oct 9

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$4B

ZeroHedge reported that the firm is in line for a $4 Billion nuclear loan · What we know

Related coverage

More on $CEG

4 reports