Market Beat is your daily briefing on what's moving markets, straight from the analysts at Argus Research. Hosted by Caroline Wygal and revolving analysts from the Argus team, each episode covers the topics Wall Street is buzzing about and the morning's biggest market movers. We also provide quick takes on 2-3 individual stocks that have piqued our analysts’ interests, and a deeper dive into top investing themes. New episodes drop Monday through Thursday.
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In today’s episode of Market Beat by Argus Research, host Caroline Wygal digs into a third-quarter IPO market where AI did the heavy lifting. Twenty-seven operating companies went public in the quarter, down from 48 in the second, raising nearly $35 billion, well ahead of the $15 billion raised in the same quarter last year. Year to date, 108 companies have raised $155 billion, compared with 161 companies raising just $31 billion a year ago, and the difference is AI. SK Hynix raised $26.5 billion and opened on the Nasdaq above a $1 trillion market cap, following SpaceX’s $75 billion IPO. First-day performance was softer than usual, with an average at-the-open return of 7% versus a long-term average of 17%, and biotech names took most of the top spots. Argus expects both Anthropic and OpenAI to go public with valuations exceeding $1 trillion. Bank earnings season kicks off October 13th with JPMorgan and Goldman Sachs, where Argus expects more muted investment banking results after a record second quarter, though lending businesses should benefit from improving net interest margins. Quick Takes cover raised targets on ServiceNow as it capitalizes on agentic AI for business process transformation, International Flavors and Fragrances on its restructuring plans, and Albemarle, where lithium prices are up 67% year over year and supply and demand trends look poised to improve into 2027.
Give us five minutes, and we’ll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.
7 Oct 2026
Market Beat | Episode #63
In today's episode of Market Beat by Argus Research, host Caroline Wygal digs into a third-quarter IPO market where AI did the heavy lifting. Twenty-seven operating companies went public in the quarter, down from 48 in the second, raising nearly $35 billion, well ahead of the $15 billion raised in the same quarter last year. Year to date, 108 companies have raised $155 billion, compared with 161 companies raising just $31 billion a year ago, and the difference is AI. SK Hynix raised $26.5 billion and opened on the Nasdaq above a $1 trillion market cap, following SpaceX's $75 billion IPO. First-day performance was softer than usual, with an average at-the-open return of 7% versus a long-term average of 17%, and biotech names took most of the top spots. Argus expects both Anthropic and OpenAI to go public with valuations exceeding $1 trillion. Bank earnings season kicks off October 13th with JPMorgan and Goldman Sachs, where Argus expects more muted investment banking results after a record second quarter, though lending businesses should benefit from improving net interest margins. Quick Takes cover raised targets on ServiceNow as it capitalizes on agentic AI for business process transformation, International Flavors and Fragrances on its restructuring plans, and Albemarle, where lithium prices are up 67% year over year and supply and demand trends look poised to improve into 2027.
Give us five minutes, and we'll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.
6 Oct 2026
Market Beat | Episode # 62
In today's episode of Market Beat by Argus Research, host Caroline Wygal looks at the financial conditions underpinning saving, borrowing, and investing. Chief Economist Chris Graja's call of the week is for conditions to stay supportive, with the OFR Financial Stress Index holding below zero. The index, built by the Treasury's Office of Financial Research from 33 market variables including interest rate spreads, equity valuation, and volatility, reads positive when stress runs above average and negative when it runs below, making it a useful early warning signal as rates climb and credit spreads widen. In Active Stocks, Constellation Energy jumps 12% on a new nuclear supply contract with Alphabet, Corteva rises 10% on an upgrade, and cybersecurity names Zscaler and CrowdStrike both gain 4%. The 10-year Treasury yield eases to 5.29% and crude falls 2% to $88. Quick Takes cover a raised target on Microsoft following its Copilot revamp, value seen in DuPont after its electronics spinoff, and a reiterated Hold on General Mills amid continued weak volume. The Deeper Dive covers Argus's asset allocation outlook, with stocks leading bonds as long-term rates hit five-year highs, a bullish tactical view supported by steady GDP growth and double-digit profit growth, and why value has taken the performance lead in 2026 after five years of lagging.
Give us five minutes, and we'll give you the markets. For full research and information about Argus subscriptions, visit argusresearch.com.
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