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The Dow jumped 3.03% to 53,356 on its best day since April 2025, but chip stocks fell about 3% and US crude sank 8.29% to $88.12 on hopes of ending the Iran war
The Nasdaq 100 fell 1.4% to sit 10% below its peak and chip stocks lost 3.4%, while US crude dropped 7.4% to $96.46 on hopes of US-Iran talks, ahead of Tuesday's midterm elections
Google parent fell 12.6% after missing on sales and profit, dragging the Nasdaq down 1.38% even as healthcare, small caps and bonds rallied; Amazon and Intel then sank after the bell.
The S&P 500 rose 0.28% on its first gain in seven Fed days, Oracle jumped 10.7% after capping spending, and Alphabet fell about 10% after the bell on negative free cash flow.
A broad semiconductor index jumped 3.6% and SK hynix posted record profit, but NXP and Seagate slipped after hours before a Fed decision and results from Alphabet and Microsoft.
The S&P 500 rose 0.71% to 7,678 and the Nasdaq 100 gained 1.09% as Anthropic's S-1 showed first-half revenue of $16.3 billion, while a Lula win sent the iShares Brazil fund down 19.8%.
The Nasdaq fell 2.6% to 26,008.86 and the S&P 500 slid 1.21% as Meta's roughly $810 billion in future commitments and weak chip-gear guidance spooked investors, while the 10-year Treasury yield posted its biggest one-day drop in over two years.
SpaceX's ninefold AI growth and 13-gigawatt computing ambition drove chips up 2.2% and Nvidia 2.5%, while Meta beat but created a non-voting share class to fund its buildout; Netflix fell 5.3% and AT&T 6.4%
The S&P 500 added 0.28% to 7,713 and the Dow gained 1.02%, with the Russell 2000 up 1.67% and healthcare at a record, while AI credit-default insurance stayed near record highs ahead of Meta's results.
Amazon's 5% jump and a memory-chip bounce lift the S&P 500 to 7,708, yet the 10-year Treasury yield rises to 5.14% and a Goldman basket tracking cloud-giant credit risk reaches an all-time high of 178.6.
The 10-year Treasury yield dropped 0.10 points to 5.09% even after September producer prices jumped 1.3%, as markets read shrinking AI-funding capacity as a growth shock and the S&P 500 clawed back to close up 0.33% at 7,744.
A hot September inflation report lifted Fed rate-hike odds to about 50%, but the sharper blow came from credit markets pricing AI's biggest borrowers near distress, sending the S&P 500 down 1.05% and Asian chipmakers reeling.
The S&P 500 closed flat at 7,805 after a round trip in memory stocks; Korea's KOSPI sank 5.5% on China supply fears before rebounding, and a Fed official warned AI price pressures are spreading.
The S&P 500 closed flat at 7,807 on a thin holiday Monday, but the Nasdaq 100 fell 0.71% as CXMT's denser server-memory plan hit Micron and Korean chipmakers, while Meta rose 3.4% on its Muse Wonder model.
An FT report that OpenAI's annualised revenue was about $50 billion, roughly $20 billion below a $70 billion figure that had circulated, sent the Philadelphia Semiconductor Index down 3.4% while money rotated into so-called AI losers.
