Block is up 15.7% after its results

Block is up 15.7% after the company reported quarterly results on Tuesday (8-K Item 2.02). That is 12.8 points ahead of the Financials fund (XLF, +2.9%). SPY is up 1.8% and QQQ up 1.5% at 12:31 PM ET. Consumer Discretionary (+4.5%) leads the sector funds and Energy (−5.8%) trails them. SPY's premarket move (+0.9%) has extended: +1.8% at 12:31 PM ET. The VIX stood at 17.25 at 12:15 PM ET (Cboe's delayed quote), down 3.58 points on the day. Of the Morning's 4 tests, 3 are holding so far and 1 is still open. After the close, Arm Holdings, Qualcomm, McKesson, and MercadoLibre are listed to report.

SPY is up 1.8% and QQQ up 1.5% at 12:31 PM ET versus the prior close. IWM is up 1.6%.

Sector funds range from Consumer Discretionary (+4.5%) to Energy (−5.8%); 9 of 11 are higher.

Leaders: Consumer Discretionary (XLY) +4.5%; Communication Services (XLC) +4.2%; Consumer Staples (XLP) +3.7%.

Laggards: Energy (XLE) −5.8%; Industrials (XLI) −1.1%; Utilities (XLU) +0.4%.

169 of the 225 large companies Blockhaven tracks are higher and 56 lower. This is not market-wide breadth.

• XYZ Block is up 15.7% after the company reported quarterly results on Tuesday (8-K Item 2.02). That is 12.8 points ahead of the Financials fund (XLF, +2.9%).
• DDOG Datadog is down 12.9% after the company reported quarterly results today (8-K Item 2.02). It was down 17.7% premarket, so part of the premarket move has faded since the open. Its Q3 FY2026 results show operating margin widening to 6.2%. That is 13.4 points behind the Technology fund (XLK, +0.5%).
• CVS CVS Health is down 11.5% after the company reported quarterly results today (8-K Item 2.02). That is 14.2 points behind the Health Care fund (XLV, +2.7%).
• VST Vistra is down 13.5%. No verified catalyst identified. That is 13.9 points behind the Utilities fund (XLU, +0.4%).
• LYFT Lyft is up 12.3%. No verified catalyst identified. That is 10.5 points ahead of SPY (+1.8%).

The Morning edition set 4 tests; each is checked against this observation, and the session is not over.

• Holding so far: Whether QQQ stays behind SPY after the open. QQQ +1.5% against SPY +1.8% at 12:31 PM ET: a gap of 0.3 points, QQQ behind.
• Still open: Whether Oracle stays below Tuesday's $126.19 close. No ORCL reading was available at this observation.
• Holding so far: Whether Fidelity National Information Services stays below Tuesday's $38.99 close. FIS was at $29.74 at 12:31 PM ET, 23.7% below the $38.99 level the Morning named.
• Holding so far: Whether SPY holds above Tuesday's $754.35 close. SPY was at $768.16 at 12:31 PM ET, 1.8% above the $754.35 level the Morning named.

Earlier: 8:30 AM ET: U.S. International Trade in Goods and Services, September 2026 (BEA); scheduled time passed.

The VIX stood at 17.25 at 12:15 PM ET, down 3.58 points on the day. This is Cboe's delayed quote, not a close.

Treasury publishes one official yield reading a day, after the session; Blockhaven does not report an intraday yield, so rates are not described here.

What remains for the rest of the session.

1. After the close: Arm Holdings, Qualcomm, McKesson, and MercadoLibre are listed to report: Results after the close reach the market after the regular session, so they bear on the next open; timing is a calendar listing.

• The session is not over: a midday reading can change by the close, and nothing here is a forecast of it.
• Moves with no verified catalyst are reported, not explained.
• Blockhaven's Macro read is computed once a day and is not recomputed intraday, so it is not used here.

Observation 12:30 PM ET on Wednesday; data through 12:31 PM ET. Prices are delayed last trades from Nasdaq's public quotes, not closes.

This edition was compiled and published automatically from public sources under Blockhaven's standing editorial policy for intraday editions, at 12:31 PM ET on Wed, Nov 4, 2026, exactly as generated; an editor did not review it individually before release. It describes what has happened and is not a forecast or investment advice.

1. Nasdaq, Nasdaq market activity (quotes), accessed 2026-11-04
2. U.S. Securities and Exchange Commission, SEC EDGAR company filings, accessed 2026-11-04
3. U.S. Bureau of Economic Analysis, BEA news release schedule, accessed 2026-11-04
4. Cboe Global Markets, Cboe delayed quotes, accessed 2026-11-04