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Friday, October 30, 2026Closing data · 4:00 PM ET
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Daily Wrap

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2026-09-03

Stocks Rally Broadly as Yields Ease; Nvidia to Buy Hugging Face

Stock Heatmap
Size = market cap (square-root scaled within sectors) · Color = day's change · Click a sector name to zoom, a tile to open the stock
Zoom into Information TechnologyInformation TechnologyAAPL+1.0%NVDA+1.8%MSFT+2.7%AVGO-2.7%MU+0.2%AMD-0.2%PLTR+7.7%CSCO-0.8%ORCL+5.7%INTC+1.8%AMAT-0.6%PANW+1.1%LRCX+1.5%TXN-0.4%DELL+4.9%CRWD+5.7%IBM+1.3%ANET+2.9%KLAC+0.4%SHOP+2.8%ADI+0.2%APH+2.5%CRM+2.9%QCOM-0.8%MRVLSNDKACNSTXWDCNOW+6.5%GLW+1.3%FTNTADBEINTUCDNSSNPSDDOGMSILITEHPENXPITELMPWRMSTRKEYSADSKWDAYROPCIENGDDYITAKAMZoom into Communication ServicesCommunication ServicesGOOGL+1.6%GOOG+1.6%META+3.0%NFLX-0.1%DIS-0.8%VZ+0.7%TMUS+0.4%TCMCSAAPPLYVTTWONWSSKYDZoom into FinancialsFinancialsBRK.B+0.6%JPM+1.6%V+0.1%MA-0.4%BAC+0.7%MSGSWFCAXPCBLKZoom into IndustrialsIndustrialsSPCX+6.4%Zoom into Health CareHealth CareLLY-0.0%JNJ+1.2%ABBVMRKUNHTMOAMGNGILDABTPFEZoom into Consumer DiscretionaryConsumer DiscretionaryAMZN+1.5%TSLA+5.4%HD-0.1%MCDTJXLOWRCLHLTDASHCVNAGMROSTORLYZoom into Consumer StaplesConsumer StaplesWMT+2.2%COSTKOPGPMPEPZoom into EnergyEnergyXOM-1.2%CVXCOPZoom into UtilitiesUtilitiesZoom into Real EstateReal EstateZoom into MaterialsMaterials
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Market Summary

Market & SentimentAll major indices closed higher, led by the Dow and Nasdaq 100, each up 1.19%. The Russell 2000 lagged with a 0.4% gain. Market breadth was positive: 335 advancers versus 153 decliners, with 51.3% of stocks above their 50-day average. New highs outnumbered lows 18 to 2, signaling a risk-on tone.

Sectors & StocksTech and growth names outperformed. Robinhood surged 16.6%, while Palantir, ServiceNow, Oracle, and CrowdStrike each gained over 5%. In contrast, Boston Scientific, Broadcom, Lumentum, Booking Holdings, and EOG Resources fell between 2% and 3%. The moves suggest rotation into software and fintech, with some profit-taking in semiconductors and healthcare.

Rates, FX & CryptoTreasury yields declined across the curve, with the 2-year down 5 basis points to 4.34% and the 10-year down 2 basis points to 4.77%. The 2s10s spread stood at 43 basis points. The dollar weakened against the euro (EUR/USD +0.32%) and the Singapore dollar (USD/SGD -0.42%), while USD/CNY was little changed, down 0.04%.

Earnings & AnnouncementsCiena reported Q3 revenue of $1.67 billion, up 37% year-over-year. Lululemon posted a 4% revenue decline and a 9% drop in same-store sales. Nvidia announced a $11.9 billion deal to acquire Hugging Face. NextEra Energy shareholders approved its merger with Dominion Energy. Albemarle appointed a new CEO, and T-Mobile's CFO will retire in 2027, to be succeeded by Jessica Uhl.

What to Watch Next Trading Day
  • Initial jobless claims and Fed speakers
  • Any updates on Nvidia-Hugging Face deal
  • Retail earnings and consumer sentiment data
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