FinDogFinDog
Friday, November 6, 2026Closing data · 4:00 PM ET
English
Log in

Daily Wrap

Published after every US market close · Markets, news, rates and FX on one pageSubscribe
2026-11-06

Nasdaq leads rebound as chip stocks recover; Dow slips

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-0.5%NVDA+2.8%MSFT-1.0%AVGO+0.7%MU+5.1%AMD+11.0%CSCO-1.9%PLTR+3.5%ORCL+0.8%TXN-0.3%INTC+7.7%PANW-0.3%AMAT+4.2%IBM-0.8%LRCX+8.2%CRWD-0.1%DELL+3.7%ANET+7.3%SHOP+3.6%CRM-3.9%APH+4.1%ADI+0.7%KLAC+6.7%QCOM+5.5%ACN-1.8%WDC-1.4%MRVL+5.7%SNDK+3.5%STX-1.2%NOW-0.4%ADBE-2.9%INTUFTNTGLWMSICDNSSNPSDDOGNXPITELHPEADSKMPWRMSTRTERCIENTWLOPZoom into Communication ServicesCommunication ServicesGOOGL+0.8%GOOG+0.8%META+0.8%NFLX-3.3%DIS-0.4%VZ-0.9%TMUS+0.9%T-0.9%APP+9.9%CMCSA-2.2%LYVSKYDFOXAFOXECHORDDTNWSAZoom into FinancialsFinancialsBRK.B-0.3%JPM-0.8%V+0.0%MA-0.5%BAC-0.7%MSGSWFCAXPCBLKSCHWZoom into IndustrialsIndustrialsSPCX+8.6%Zoom into Health CareHealth CareLLY-0.8%JNJABBVTMOAMGNGILDABTPFEISRGDHRZoom into Consumer DiscretionaryConsumer DiscretionaryAMZN-0.3%TSLA+4.2%HD-1.9%MCDTJXBKNGSBUXHLTCVNADASHMELIGMROSTORLYZoom into Consumer StaplesConsumer StaplesWMT-1.7%COSTKOPGPMPEPZoom into EnergyEnergyXOM+0.3%CVXCOPZoom into UtilitiesUtilitiesZoom into Real EstateReal EstateZoom into MaterialsMaterials
−4% 0 +4%
Market Summary

Market & SentimentA split tape: the Nasdaq 100 rose 1.4% and the Russell 2000 gained 0.99%, while the Dow fell 0.4%. Breadth stayed weak, with 316 decliners against 183 advancers and only 59.4% of stocks above their 50-day average. Just 9 new highs versus 7 lows keeps the temperature neutral — a rebound concentrated in AI names rather than a broad recovery.

Sectors & StocksIndustrials led at +2.32% and information technology added 1.44%, while consumer staples fell 1.25% and real estate and financials lagged. AMD jumped 11.04% and Lam Research 8.23% as chip stocks rebounded from Thursday's rout; AppLovin rose 9.86% after its post-earnings run. Airbnb gained 11.67% on its Q3 beat. Booking fell 4.77%, Allstate 4.47% and Monster 4.41%.

Rates, FX & CryptoYields edged higher across the curve, with the 2-year up 5bp to 4.51% and the 10-year up 2bp to 4.86%, leaving the 2s10s spread at 35bp. The dollar firmed: EUR/USD fell 0.53% and USD/SGD rose 0.34%, while USD/CNY edged up 0.04%, a marginally weaker yuan. Bitcoin slipped 0.3% to about $75,748 and ether was flat.

Earnings & AnnouncementsHumana reported Q3 revenue up 26.0% with an adjusted loss of $0.70 per share. Charter swung to a quarterly loss as it lost internet and video subscribers, though Cox integration lifted revenue. Moderna posted $1.31 billion in revenue and turned GAAP-profitable; PPL beat estimates and raised its long-term growth target with a $25 billion capital plan. FinDog moved Moderna from Bearish to Neutral and PPL from Neutral to Bullish, among several view changes.

What to Watch Next Trading Day
  • Constellation Energy, KKR and NRG report before the open
  • Occidental, Take-Two and Rocket Lab report after the close
  • Whether chip-led rebound broadens beyond AI names
  • Treasury yield moves after 2-year rose 5bp
Top News
  1. Markets weigh growth and inflation as tech rout deepens
    Investors are balancing growth and inflation concerns while a technology selloff accelerates, a backdrop that kept breadth weak even as chip names rebounded Friday.
    Reuters11-06 05:09 UTC
  2. Retail traders dump most stocks since Covid selloff
    Individual investors sold more stocks in a single day than at any point since the Covid selloff, rotating out of technology amid a broader market correction.
    CNBC11-05 21:20 UTC
  3. Nasdaq slides into correction territory
    The Nasdaq's drop into correction territory puts historical recoveries in focus, framing how investors are reading the recent tech-led pullback.
    CNBC11-05 21:57 UTC
  4. Nvidia loses about $450 billion in one session
    A single brutal session erased roughly $450 billion from Nvidia's value, with Wall Street pricing an AI slowdown that reported numbers do not confirm.
    NVDAYahoo11-06 19:34 UTC
  5. Data centers face new bills to pay own power costs
    After midterm voters turned against new data centers, Microsoft, Alphabet, Amazon and Meta face rules requiring them to pay for their own power and grid costs.
    MSFTGOOGLAMZNMETAYahoo11-06 19:35 UTC
  6. Google commits $17 billion to Wyoming data center
    Google is spending $17 billion on a Wyoming data center and says it will pay for 100% of its power, addressing a key objection to AI build-outs.
    GOOGLYahoo11-06 19:26 UTC
  7. Tesla to wind down Cybertruck production next year
    Musk said Tesla will end Cybertruck production in Texas next year to ramp the Cybercab, after the model failed to reach mass-market sales.
    TSLACNBC11-06 13:12 UTC
  8. Eli Lilly taps Hims & Hers to sell obesity drugs
    Eli Lilly will let Hims & Hers sell Zepbound and Foundayo directly on its platform, alongside Novo Nordisk's drugs already there; Hims shares rose 4%.
    LLYYahoo11-06 19:40 UTC
  9. Moderna wins Canada approval for mRNA flu vaccines
    Health Canada authorized Moderna's mRNA influenza vaccine and a combined flu/COVID shot, the first country to approve both, coming alongside its Q3 return to profit.
    MRNAYahoo11-06 19:20 UTC
  10. GE Aerospace lands $12.9 billion China deals
    GE Aerospace struck record China agreements, with China Eastern ordering 202 engines; shares rose on the deal.
    GEYahoo11-06 17:11 UTC

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

Archive11-0611-0511-0411-0311-0210-3010-2910-2810-2710-26