End-of-day recap

LKQ's withdrawn outlook and a 652.82-point Dow slide set the tone today, while oil's climb lifted energy and earnings split winners from losers.

LKQ Corporation fell 22.47% to $17.42, a $4.41B market cap. It withdrew FY26 guidance and now expects a preliminary Q3 loss of $16M-$32M versus a $178M profit a year earlier. Adjusted EPS of 47-53 cents trails the 69-cent consensus.

The Dow fell 652.82 points, or 1.23%, to 52,215.16; the S&P 500 lost 0.53% to 7,622.86 and the Nasdaq slipped 0.21% to 25,955.34. Brent rose 3.1% to $116.72, its highest close since April, as the US sent more troops to the Middle East amid rising US-Iran tensions. AI-capex funding worries pressed tech and drove a flight into Treasurys; the 10-year yield stood at 5.00%.

Energy led all 11 sectors with a 2.60% gain, tracking oil, while Consumer Defensive lagged with a 1.92% decline. The VIX rose 2.21% to 19.45.

Robert Half surged 21.74% to $45.87, a $4.70B market cap, gapping up on a Q3 earnings beat driven by strengthening AI-driven talent demand. Jefferies and Baird both raised price targets, with Baird moving to $53 from $50.

Corcept Therapeutics fell 20.13% to $85.86, a $9.28B market cap, after rival Genmab reported positive Phase 3 ovarian-cancer antibody-conjugate data, raising competitive concerns for Corcept's franchise.

Bloom Energy dropped 11.24% to $193.30, a $56.93B market cap. Record Q3 revenue and a third straight guidance raise were overshadowed by negative cash flow, and Jefferies cut its target to $242 from $289 the same day.

Tango Therapeutics fell 16.43% to $23.34, a $3.94B market cap, after presenting Phase 1/2 data on vopimetostat that investors judged underwhelming. Stifel still raised its target to $55 from $40.

After hours, First Citizens BancShares rose 8.2% to $2,375.84 from a $2,196.76 close, with a $26.83B market cap. Q3 EPS of $55.37 beat the $46.18 estimate, revenue of $2.434B topped $2.231B, and the bank approved a $1.2B buyback. Jefferies raised its target to $2,550 from $2,300.

American Express fell 3.7% after hours to $313.03 from a $325.18 close, valued at $211.39B. Q3 EPS of $4.68 beat the $4.50 estimate on record revenue of $20.06B, and the company raised 2026 guidance, but plans to cut 5% of its global workforce overshadowed the beat.

BNP Paribas cut its Deckers Outdoor price target to $122 from $184, with the stock near $81.10 when the note was posted.

Nvidia led options activity with 4.33M contracts traded, 2.76M calls and 1.57M puts, for a 0.57 put-call ratio. Tesla followed with 3.84M contracts and Apple with 2.47M as traders rotated into mega-cap tech positioning.

Oil and guidance did most of the talking in today's session.

Not financial advice. For informational and educational purposes only.