News Bulletin
Monday, October 12, 2026
Evening Edition

Economic Numbers:

Time	Event	Actual	Forecast	Previous
6:00	IMF Meetings

Indices

	CLOSE	50 DMA	200 DMA
DJIA	51,850.55	52,620.84	50,373.71
NASDAQ	27,245.90	26,600.42	24,856.15
S&P 500	7,807.24	7,703.27	7,253.37

Earnings Calendar:

(EPS: Earning Per Share / Rev: Revenue / Mkt Cap : market Capital/ BMO : Before Market Opening /AMC : After Market Close)

COMPANY	EPS Act	EPS Fore	Rev Act	Rev Fore	Mkt Cap	Fiscal	Time
ProgressivePGR:US	-/3.67	4.45	-/22.89B	19.46B	$126.66B	Q3	AM

Market News:

Here are some of the biggest premarket US stock movers today:

Epic Games Inc. has delayed the release of its upcoming video-game collaboration with Walt Disney Company (NYSE:DIS) and instructed developers to pivot toward a primary reliance on artificial intelligence tools to complete the title, Bloomberg reported, citing people familiar with the project. The decision marks an unprecedented shift for a major gaming studio, as Epic attempts to pioneer an "AI first" production model for a high-profile release.

Intel (Nasdaq: INTC) disclosed technical specifications for its GPU D-series, formerly code-named Crescent Island, and introduced new Xeon-based rack designs at the Open Compute Project Global Summit, according to a company statement.

Humana Inc (NYSE:HUM) - HUM's recovery is supported by improvement across multiple contracts, including the all-important H5216, which gained 4 stars on 13 contracts and lost 1. Drug-plan quality-improvement ratings rose on all 12 upgraded contracts, health-plan quality-improvement ratings rose on 10, and readmission improved on 9. H5216 also saw both its Part C and Part D summary ratings reaching 4. The breadth of improvements reflects the importance management has placed on fixing this metric over the past year. HUM has the most potential earnings per share upside, as the company should receive approximately $4.8 billion of bonus payments in 2028, translating to adjusted EPS of $50 or more in 2028 versus Evercore's current estimate of $28.10, representing roughly 85% of potential upside.

Unitedhealth Group (NYSE:UNH) - UNH's decline spans both improvement scores and Part D performance. Health-plan quality-improvement ratings fell on all 12 contracts that lost 4-star status, and Part D summary ratings declined on 9. H2802, the largest affected contract at 4.4% of membership, saw its health-plan rating fall from 4 to 2 and its Part D summary rating decline from 4.5 to 3.5. Evercore estimates UNH should face a headwind of approximately $1.4 billion from lower Star payments in 2028, translating to EPS of approximately $24.84, roughly 5% below the current estimate of $26.11. However, the firm believes UNH should be able to offset a meaningful portion of this potential headwind.

CVS Health Corp (NYSE:CVS) - CVS's losses are more dispersed across operating measures. Care-coordination ratings declined on all eight contracts that crossed below 4, while diabetes medication adherence and blood-pressure control each declined on six. Evercore estimates a $463 million unmitigated headwind, or $0.27 per share, putting 2028 EPS at $9.60 versus $9.87, representing roughly 3% downside before pricing or benefit adjustments.

Elevance Health Inc (NYSE:ELV) - ELV's decline is narrower and more clearly Part C driven. H3655 accounts for 7.6% of membership and nearly all of the lost 4-plus share. Its health-plan quality-improvement rating fell from 5 to 1, its health-plan rating from 4 to 2, and members choosing to leave increased from 12% to 25%. Evercore estimates a $246 million unmitigated headwind, or $0.88 per share, putting 2028 EPS at $33.14 versus $34.02, representing roughly 3% downside before mitigation.

Syndax Pharmaceuticals (NASDAQ:SNDX) shares fell 15% after-hours Monday following the company’s announcement that its axatilimab drug failed to meet the primary endpoint in a Phase 2 trial for idiopathic pulmonary fibrosis (IPF).

Signet Jewelers Ltd (SIG) saw one large trade drive its options volume. The figures below come from the Bloomberg data you supplied, stamped 3:20 p.m. New York time on Oct 12, 2026. I haven’t pulled a fresh quote.

For internal use only