[claude]

Requested via Slack thread

Before: The nightly yfinance fetch flags KVUE (Kenvue) as an uncurated ticker: the fetch fails and the ticker is no longer in the S&P 500. It is in neither nullified_questions nor ticker_renames, so the nightly bot keeps alerting on it, and question sets with a forecast due date after the delisting could still use it.

After: KVUE is added to yfinance nullified_questions with nullification_start_date=date(2026, 10, 31). That is the first calendar day after its last NYSE session, Fri 2026-10-30. Question sets due on or after that date are nullified for KVUE, and earlier sets resolve to the final close. src/tests/unit/sources/test_yfinance.py is updated to match: KVUE is added to the expected set and the expected count goes from 17 to 18.

How: this is a delisting, not a rename. Kimberly-Clark (KMB) acquired Kenvue for $3.50 in cash plus 0.14625 KMB shares per Kenvue share. The deal closed on Mon 2026-11-02 and Kenvue became a wholly owned subsidiary, so no KVUE shares carry on under another symbol. Evidence:

• S&P DJI, 2026-10-30: Okta replaces Kenvue in the S&P 500, effective before the open on Wed 2026-11-04, because KMB is acquiring Kenvue. ''https://press.spglobal.com/2026-10-30-Okta-Set-to-Join-S-P-500-Others-to-Join-S-P-MidCap-400-and-S-P-SmallCap-600''
• Kenvue 8-K filed at closing: Kenvue asked the NYSE to suspend KVUE trading before the open on the closing date and to file a Form 25 to delist the common stock. https://www.sec.gov/Archives/edgar/data/0001944048/000110465926122777/tm2628620d5_8k.htm
• Kenvue LLC 8-K (successor to Kenvue Inc.), event date 2026-11-04: states that the NYSE filed a Form 25-NSE on 2026-11-02. https://www.sec.gov/Archives/edgar/data/0001944048/000095015726001147/form8-k.htm
• Closing confirmed 2026-11-02: KMB 10-Q https://www.sec.gov/Archives/edgar/data/0000055785/000162828026070754/kmb-20260930.htm and CNBC '''https://www.cnbc.com/investingclub/2026/11/02/kimberly-clark-closes-its-acquisition-of-tylenol-maker-kenvue-what-to-expect-next'''.html

Trading was suspended before the open on Mon 2026-11-02, so the last session was Fri 2026-10-30. The date follows the existing convention: the calendar day after the last session, as with QRVO (2026-10-03, a Saturday) and WBD.

Reviewer, please check: I couldn't re-run the yfinance fetch for KVUE, because this environment's network policy blocks Yahoo Finance hosts. It also blocked direct fetches of sec.gov and press.spglobal.com, so the filing contents above come from search-indexed excerpts of those pages. Please confirm the last trading session (2026-10-30) and that KVUE 404s on yfinance. pytest src/tests/unit/sources/test_yfinance.py passes (73 tests) on Python 3.13. The full suite can't be collected on 3.13 because it needs 3.14 syntax, and the sandbox couldn't download 3.14, so CI will run it. ruff check and ruff format --check are clean on the changed files.

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