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Monday, October 26, 2026Closing data · 4:00 PM ET
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2026-10-26

Tech leads broad gains as 10-year yield holds at 5%

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 TechnologyNVDA+2.4%AAPL-1.1%MSFT+1.5%AVGO+2.3%MU+3.0%AMD+2.8%PLTR+1.1%INTC+4.0%CSCO+3.5%ORCL-0.1%PANW+2.6%AMAT+2.7%DELL+2.3%LRCX+3.2%CRWD+1.6%TXN+4.7%IBM-0.1%ANET+2.8%SHOP-0.3%CRM-0.4%MRVL+2.3%KLAC+2.5%ADI+4.3%QCOMAPHSNDKNOWACNSTXWDCFTNTGLW+3.3%ADBE-2.0%DDOGINTUCDNSSNPSMSIHPELITEMSTRTELNXPIMPWRKEYSADSKWDAYTERCIENALABROPZoom into Communication ServicesCommunication ServicesGOOGL-1.1%GOOG-1.0%META-1.9%NFLX-3.0%DIS-1.9%VZ-3.5%TMUS+0.3%TAPPCMCSALYVTTWONWSSKYDZoom into FinancialsFinancialsBRK.BJPMVMABACMSGSWFCZoom into IndustrialsIndustrialsSPCX-0.4%Zoom into Health CareHealth CareLLY+0.5%JNJ+0.9%ABBVUNHMRK-3.2%TMOAMGNZoom into Consumer DiscretionaryConsumer DiscretionaryAMZN+0.4%TSLA+5.2%HD-0.1%MCDTJXZoom into Consumer StaplesConsumer StaplesWMT+0.3%COSTKOZoom into EnergyEnergyXOM+0.7%CVXCOPZoom into UtilitiesUtilitiesZoom into Real EstateReal EstateZoom into MaterialsMaterials
−4% 0 +4%
Market Summary

Market & SentimentAll four benchmarks advanced, with Nasdaq 100 up 1.11% and the S&P 500 0.71%, while the Dow lagged at 0.31%. Breadth was positive but not one-sided: 288 advancers against 208 decliners, and 58.6% of stocks sit above their 50-day average. New highs outnumbered lows 13 to 6. The 10-year yield held at 5.00%, a level that keeps pressure on valuations even as equities push higher.

Sectors & StocksInformation technology led at 1.46%, followed by consumer discretionary at 1.19% and industrials at 0.93%; communication services was the sole large drag at -1.25%, weighed by Netflix's 2.96% decline on engagement concerns. Lumentum rose 8.19% after a bullish initiation, Synopsys added 5.62%, and Tesla gained 5.21%. Lockheed Martin climbed 5.13% on a record $292B backlog. MercadoLibre fell 7.81% and DoorDash 6.1%; Verizon slipped 3.49% despite a beat and raised guidance.

Rates, FX & CryptoThe curve was nearly flat: the 2-year eased 1bp to 4.68% and the 30-year fell 2bp to 5.31%, leaving the 2s10s spread at 32bp. The 10-year held at 5.00%. The dollar was little changed against the yuan at 6.6681 and against the euro, while USD/SGD rose 0.16%. Crypto softened, with bitcoin down 0.44% near $80,011 and ether down 0.81%.

Earnings & AnnouncementsAlexandria Real Estate reported $670M in third-quarter revenue but a $640M net loss on impairments; Public Storage grew revenue 11.6% largely through acquisitions with same-store results roughly flat; Brown & Brown posted 7.4% revenue growth but only 1.2% organic. FinDog moved Cincinnati Financial from Neutral to Bullish after its third quarter, where underwriting improvement was offset by catastrophe losses and investment headwinds.

What to Watch Next Trading Day
  • Boeing, eBay and EQT earnings; Fed meeting tone
  • Visa and Mastercard results after the close
  • Oil reaction to Saudi infrastructure attacks
  • 10-year yield behavior around the 5% mark
Top News
  1. Oil slips but holds near six-month highs after Saudi attacks
    Crude eased but stayed elevated after Houthi strikes on Saudi oil infrastructure and Riyadh airport, keeping energy supply risk in focus for inflation and fuel costs.
    XOMCVXReuters10-25 23:24 UTC
  2. Trump says Canada tariff deal coming 'soon'
    The president said a tariff agreement with Canada is close, a potential easing of one trade front for North American manufacturers and retailers.
    Reuters10-25 23:51 UTC
  3. Gold rises as lower oil eases inflation fears before Fed
    Gold gained as softer oil prices tempered inflation concerns ahead of the Federal Reserve meeting, a signal markets are watching the policy path closely.
    Reuters10-26 05:56 UTC
  4. Bank of Japan hawkish pause leaves room for December hike
    The BOJ held but signaled a tightening bias, keeping a December hike in play and adding to global rate uncertainty that feeds into Treasury yields.
    Reuters10-26 03:33 UTC
  5. Microsoft offers buyouts to 60,000 workers to trim costs
    Microsoft is offering buyouts to 60,000 employees as it restructures and shifts spending toward AI, a sign of cost discipline across large tech.
    MSFTYahoo10-26 19:04 UTC
  6. Verizon beats and raises guidance, warns FCC on SpaceX
    Verizon beat on adjusted EPS of $1.31, added 406,000 postpaid phones and raised full-year guidance for a third straight quarter, while flagging SpaceX's phone network to regulators.
    VZYahoo10-26 18:19 UTC
  7. Netflix falls as engagement worries outweigh earnings beat
    Netflix beat earnings but fell as management acknowledged users are watching less, dragging the streaming sector and communication services.
    NFLXDISYahoo10-26 16:49 UTC
  8. Meta seeks about $95 billion for AI buildout
    Meta plans to raise roughly $95 billion for AI expansion, with Nvidia, AMD and Broadcom reportedly considering investing, underscoring the scale of AI capex.
    METANVDAAMDAVGOYahoo10-26 15:41 UTC
  9. Intel upgraded as server CPU shortage seen persisting
    New Street upgraded Intel to Buy with a $125 target, arguing AI agents will keep server CPUs scarce for years; Intel rose 4% and chip peers gained.
    INTCAMDNVDAYahoo10-26 16:01 UTC
  10. Chevron plans $13.8 billion Vaca Muerta expansion
    Chevron outlined a $13.8 billion investment through 2035 to triple output from Argentina's Vaca Muerta shale, a long-dated bet on non-OPEC supply.
    CVXYahoo10-26 15:10 UTC

Stories are selected and summarized by AI from the day's news coverage. Click a headline to read the original. Not investment advice.

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