Good morning traders!

Welcome to the Thursday, October 22, 2026 pre-market edition of Bulls, Bears and the Bell.

U.S. equity futures are under pressure this morning as surging Treasury yields and sticky inflation data push growth stocks into "The Q3 Earnings Gauntlet". S&P 500 E-Mini futures are trading down 0.40% while Nasdaq 100 futures decline 0.62% as the 10-Year Treasury Yield spikes +5 bps to 5.26% following a hotter September CPI print.In today's broadcast, Senior Market Editor Joe and Tactical Analyst Jane analyze overnight market movements, key institutional dark pool flows, and tactical trading setups ahead of the opening bell:

    • SpaceX Historic Earnings Milestone: SpaceX (+4.2%) defies high yields after posting its first quarterly profit driven by record Starlink subscriber growth. We outline key technical levels ($240 support, $265 resistance) and potential gamma squeeze dynamics at the bell.
    • Earnings Divergence (META vs. SMCI): Meta Platforms slides 1.8% despite a Q3 revenue beat due to a $15B increase in 2027 AI CapEx guidance. Meanwhile, Super Micro gains 3.5% after beating revenue forecasts on unyielding demand for liquid-cooled data centers.
    • Dark Pool & Block Trade Activity: Tracking institutional positioning, including a massive $52.4M signature print in NVIDIA at $1,284.10 and $38.1M in SPY ETF hedging at $599.82.
    • Macro Data Preview: What to expect from the 8:30 AM ET Initial Jobless Claims release (forecasted at 220K) and how markets are recalibrating expectations for upcoming Fed meetings


Financial & Legal Disclaimer:

Content provided on Bulls, Bears and the Bell is strictly for informational, educational, and entertainment purposes only. Nothing in this episode constitutes investment advice, financial guidance, or trading recommendations. Financial markets involve significant risk of loss. Always conduct your own research or consult with a qualified financial professional before making investment decisions.

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