Daily Market Commentary

Sunday, November 1, 2026

quotes as of Nov 1, 5:05 PM PT · built 5:15 PM PT

Dow
51,770.31
-572.25 (-1.09%)
1-month +1.7%
Nasdaq
25,437.00
-747.72 (-2.86%)
1-month -5.3%
S&P 500
7,580.07
-140.32 (-1.82%)
1-month -0.9%
Russell 2000
2,811.84
-47.38 (-1.66%)
1-month +0.5%
10-yr yield
4.929%
-0.060 (-1.20%)
1-month -6.9%
VIX
19.42
+2.22 (+12.91%)
1-month +18.8%
Dollar (DXY)
101.94
+0.06 (+0.06%)
1-month -0.2%
WTI oil
102.06
-2.06 (-1.98%)
1-month +9.9%
Gold
3,914.40
+15.50 (+0.40%)
1-month -6.9%
Bitcoin
78,360
+0.96% 24h
USD, CoinGecko
Ether
2,286
+0.99% 24h
USD, CoinGecko
Bitcoin · BTC
$78,360
+0.96%
Ether · ETH
$2,286
+0.99%
Solana · SOL
$94.98
-0.73%
Sui · SUI
$0.905
+0.35%
Near · NEAR
$4.31
-2.76%
Hyperliquid · HYPE
$88.13
+0.03%

What moved markets

  • Sunday edition: stock futures opened modestly higher at 6 p.m. ET after Friday's tech-led selloff. By about 6:…
  • Investors face a packed week: Apple, Palantir and Berkshire Hathaway report Monday, AMD Tuesday, Tuesday's mid…
  • The October selloff was brutal but narrow: Yahoo Finance counts about $5 trillion of market value lost by the …
  • Last week the S&P 500 slipped about 0.6% even though 9 of its 11 sectors rose about 1% or more; Yahoo Finance …
  • Apple closed Friday worth about $5.03 trillion, ahead of Nvidia at about $4.93 trillion, and is the only Magni…
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After hours & earnings

  • Weekend: no U.S. cash trading Saturday or Sunday; futures reopened at 6 p.m. ET Sunday with modest gains acros…
  • Monday after the close: Apple (iPhone 18 sales in the spotlight) and Palantir report; Berkshire Hathaway is al…
  • Tuesday: AMD reports after the close, a key read for the chip group after Intel's warning sank semiconductors …
  • Morning recap of Thursday's late reports: Intel sank about 23% premarket and Amazon nearly 6% before recoverin…
  • Crypto-linked stocks (Coinbase, Robinhood) fell over 4% premarket after Binance said about $6.3 billion of ass…
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Global & overnight

  • Japan's Nikkei 225 opened Monday down 0.50% at 62,972.02 as some AI and chip stocks extended Friday's U.S. sel…
  • South Korea's KOSPI opened down 1.62% at 5,637.77 on AI-spending worries after disappointing U.S. tech earning…
  • Australia's S&P/ASX 200 was about 0.24% lower early Monday, and Hang Seng futures pointed to a roughly flat Ho…
  • Middle East: Iran's foreign minister said talks with Qatari mediators are 'ongoing and progressing'; Gulf offi…
  • Europe slipped at the end of its best month since June: the STOXX 600 fell 0.36% to 646.75 and Germany's DAX l…
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Rates & macro

  • Week ahead: ISM manufacturing Monday, JOLTS Tuesday, ADP and ISM services Wednesday, and October payrolls Frid…
  • Yields go into the week near recent lows: the 10-year at about 4.93%, the 2-year about 4.59% and the 30-year a…
  • Sunday night the dollar index was little changed near 101.9 and gold about $3,908, up 0.2%.
  • Inflation backdrop: September PCE rose 0.5% on the month and 3.6% from a year ago, its biggest monthly gain si…
  • Gold hit a one-year low as the selloff spread and higher-for-longer rate expectations weighed on non-yielding …
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AI-compute tracker

  • OpenAI reportedly plans to buy Google's TPU chips, adding a second accelerator supplier beyond Nvidia; terms, …
  • Oracle plans to offer Google TPUs on its cloud in 2027, another sign of growing competition for Nvidia in AI d…
  • AMD's results Tuesday and Apple's Monday are the next tests of AI-related demand after Intel's warning sent th…
  • Week in review: the iShares Semiconductor ETF fell 2.4% for the week after a 9.1% drop Friday erased a three-d…
  • Nvidia closed down 4.22% at $204.64, giving back more than the prior day's slip as Intel's cash-burn warning s…
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Economic calendar

  • Mon 11/2 10:00a ET: ISM Manufacturing
  • Tue 11/3 10:00a ET: JOLTS job openings; U.S. midterm election day
  • Wed 11/4 : ADP employment; ISM Services
  • Thu 11/5 8:30a ET: Weekly jobless claims; productivity
  • Earnings: Mon 11/2 Apple, Palantir, Vertex (pm); Tue 11/3 Pfizer, Shopify, Keurig Dr Pepper (am); AMD, Amgen, …
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Earnings & big events

  • Monday 11/2: ISM manufacturing at 10 a.m. ET, then Apple, Palantir and Berkshire Hathaway earnings; Binance sa…
  • Tuesday 11/3: U.S. midterm elections, with fiscal and industrial policy riding on the result; AMD reports afte…
  • Friday 11/6: October jobs report, with consensus near 55,000 payrolls, 4.2% unemployment and 0.3% wage growth …
  • Oil watch: traders say rhetoric around Iran could push Brent toward $120 after the midterms if talks stall.
  • Technical watch: BTIG's Jonathan Krinsky expects the S&P 500 to test its 200-day moving average near 7,306; 13…
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Top movers (S&P 500)

Gainers

FDXF FedEx Freight+14.91%
REGN Regeneron Pharmaceuticals+13.33%
GPN Global Payments+12.97%
GDDY GoDaddy+10.72%
CSGP CoStar+7.21%

Decliners

RDDT Reddit-29.22%
INTC Intel-28.58%
SNDK Sandisk-13.47%
DDOG Datadog-11.50%
COHR Coherent-11.34%

Friday 10/30 regular session (S&P 500 members, closing prices; no trading on the weekend). source

Top movers (Nasdaq)

Gainers

REGN Regeneron Pharmaceuticals+13.33%
TMUS T-Mobile US+6.21%
CMCSA Comcast+4.27%
MDLZ Mondelez International+3.85%
ROP Roper Technologies+3.77%

Decliners

INTC Intel-28.58%
DDOG Datadog-11.50%
QCOM Qualcomm-11.12%
AMD Advanced Micro Devices-10.88%
MRVL Marvell Technology-10.05%

Nasdaq-100 members that also sit in the S&P 500, Friday 10/30 closing prices (no weekend trading); Nasdaq-only names are not ranked here. source

Crypto

Bitcoin (BTC)
$78,360
+0.96% 24h
$78,351, up 1.0% in 24h; Bitcoin was the first network Binance reopened for withdrawals Sunday. source
Ether (ETH)
$2,286
+0.99% 24h
$2,285, up 0.9% in 24h; Ether withdrawals on Ethereum, Base, Arbitrum and Optimism are back on Binance. source
Solana (SOL)
$94.98
-0.73% 24h
$94.95, down 0.7% in 24h; Binance restored Solana withdrawals (SOL, USDT, USDC) at 11:15 UTC Sunday. source
Sui (SUI)
$0.91
+0.35% 24h
$0.905, up 0.3% in 24h; Sui was among the last phase-one networks Binance reopened, at 12:36 UTC. source
Near (NEAR)
$4.31
-2.76% 24h
$4.31, down 2.8% in 24h, giving back part of Saturday's bounce; no specific catalyst reported. source
Hyperliquid (HYPE)
$88.13
+0.03% 24h
$88.12, flat in 24h; HYPE withdrawals on Binance were still suspended Sunday afternoon. source

Prices and 24h moves from the CoinGecko public API, snapshot about 5:14 PM PT Sun 11/1. No coin moved 5% or more today.