Morning Movers: AES Corp. jumps after report of advanced talks to be acquired

Stock futures are sliding as the U.S. government shutdown is casting a dark cloud over the session.

Gold is surging again, touching fresh record highs as traders pile into safe havens while the dollar weakens under the pressure of political risk and fading macro clarity.

Adding to crosscurrents, the shutdown is expected to disrupt data flows. With BLS operations suspended, Friday’s September jobs report may not arrive. That cloud over economic transparency makes the Fed’s path more opaque and is contributing to elevated volatility.

In pre-market trading, S&P 500 futures fell 0.44%, Nasdaq futures fell 0.51% and Dow futures fell 0.30%.

Check out this morning’s top movers from around Wall Street, compiled by The Fly.

HIGHER –

• AES Corp. (AES) 11% after Bloomberg reported BlackRock’s (BLK) Global Infrastructure Partners is in advanced talks to acquire the company
• AstraZeneca (AZN) 5% after Daiichi Sankyo and the company’s supplemental biologics license application for Enhertu followed by paclitaxel, trastuzumab and pertuzumab has been accepted for review
• Carvana (CVNA) 4% after Jefferies upgraded Carvana to Buy from Hold with a price target of $475, up from $385
• Peloton (PTON) 2% after announcing the launch of the Peloton Pro Series
• Nio (NIO) 2% after reporting its September and third quarter 2025 delivery results
• Lithium Americas (LAC) 32% after Reuters reported the U.S. Department of Energy will acquire a 5% interest in the company as well as a separate 5% stake in the company’s Thacker Pass lithium mine joint venture with General Motors (GM)

UP AFTER EARNINGS –

• Conagra Brands (CAG) up 2%

DOWN AFTER EARNINGS –

• Acuity Brands (AYI) down 1%

LOWER –

• Marvell (MRVL) down 2% after TD Cowen downgraded the stock to Hold with a price target of $85, down from $90
• Lifeway Foods (LWAY) down 5% after announcing a cooperation agreement with Danone North America PBC