Okta gained approximately 3.6% following news of its inclusion in the S&P 500, while AI-related stocks showed signs of recovering from Friday's steep losses. Crude oil prices fell more than 4% amid renewed hopes for diplomatic progress involving Iran, easing some energy-supply concerns. Today's economic calendar features the October ISM Manufacturing PMI at 10:00 AM ET, with expectations near 54.6, alongside September Construction Spending. Chicago Fed President Austan Goolsbee (Non-Voter) is scheduled to speak at 11:15 AM ET, with investors watching for clues about December Federal Reserve policy following last week's decision to hold interest rates steady. Major earnings include Marriott International, Estée Lauder and IDEXX Laboratories before the opening bell, followed by Apple, Palantir, Vertex Pharmaceuticals and Diamondback Energy after the close. Looking ahead, Tuesday's November 3 midterm elections and Friday's October Employment Report will be major catalysts. AI profitability, corporate earnings, manufacturing activity, Fed policy, oil prices and election uncertainty remain the primary market drivers to start November 02-NOV-2026 06:36 AM ET