/Data as of 2026-11-05 06:30 BJT
/Human Verified
US Market Close Brief (Nov 4 ET): S&P 500 +1.58%, Dow Surges +3.03% (+1,569 Pts) as Cloud Giants Rally and Memory Stocks Pull Back
One-Sentence Summary: US stocks rallied sharply on Wednesday, Nov 4 ET—with the Dow jumping +3.03% (+1,569.40 pts) for its best day since April 2025—as post-midterm uncertainty eased and crude oil plunged on Iran diplomatic hopes, though semiconductor and memory stocks fell against the tape.
1. Major Indexes & Macro Snapshot (Regular Close, Nov 4, 2026 ET)
| Index / Asset | Close / Level | Daily Change |
|---|---|---|
| S&P 500 | 7,688.62 | +119.70, +1.58% |
| Nasdaq Composite | 25,736.51 | +364.50, +1.44% |
| Dow Jones Industrial Average | 53,356.12 | +1,569.40, +3.03% |
| Russell 2000 | 2,856.96 | +44.51, +1.58% |
| VIX | 16.78 | -4.05, -19.44% |
| 10-Year US Treasury Yield | 4.894% | -5.8 bps |
| US Dollar Index (DXY) | 101.52 | -0.34% |
| Spot Gold | $4,065.53/oz | +7.51, +0.19% |
| WTI Crude | $88.54/bbl | -7.55, -7.86% |
| Brent Crude | $95.08/bbl | -8.22% |
| Bitcoin (24h snapshot) | ~$80,187 | +~3.68% |
Sources: JournalArta, TradingKey, The Rest.
2. Market Sentiment & Breadth: Constructive with Sharp Internal Divergence
VIX plunged -19.44% to 16.78 as hedging demand cooled and all four major US indexes plus the Russell 2000 (+1.58%) advanced. However, the Philadelphia Semiconductor Index closed -3.13% (with 26 of 30 components lower), highlighting a pronounced "indexes up, chips down" divergence.
3. Key Stocks Watch (Regular Close, Nov 4 ET, USD)
(1) Magnificent 7
| Stock | Close | Change | Note |
|---|---|---|---|
| NVDA Nvidia | 200.13 | -3.17% | Lower alongside semiconductor peers |
| AAPL Apple | 349.51 | +5.31% | Strong rebound |
| MSFT Microsoft | 555.80 | +6.68% | Hyperscaler rally leader |
| AMZN Amazon | 266.03 | +6.12% | Hyperscaler rally leader |
| GOOGL Alphabet | 288.93 | +3.18% | Hyperscaler rally leader |
| META Meta | ~629.97 | +1.44% | Higher with large-cap tech |
| TSLA Tesla | ~385.19 | -3.34% | Pullback |
Sources: Finnhub, Motley Fool, TradingKey.
(2) AI Semiconductors & Memory Movers
| Stock | Close | Change | Note |
|---|---|---|---|
| AMD | 488.78 | +1.01% | Pared early post-earnings gains to finish modestly higher |
| AVGO Broadcom | 325.48 | -2.00% | Chip pullback |
| MU Micron | 795.23 | -7.00% | Memory selloff |
| INTC Intel | 58.27 | -3.77% | Chip pullback |
| TSM TSMC (ADR) | 395.75 | -2.24% | Chip pullback |
| ASML (ADR) | 1,496.30 | -3.60% | Chip pullback |
| SNDK SanDisk | ~1,037.41 | -7.91% | Memory selloff |
| WDC Western Digital | ~323.83 | -6.77% | Memory selloff |
| STX Seagate | ~557.08 | -8.13% | Storage selloff |
| PLTR Palantir | 171.70 | -2.11% | Pullback |
| ORCL Oracle | 123.73 | -1.95% | $20B financing expected to close Nov 4 |
(3) Korean Memory Focus
- SK Hynix (KRX: 000660, Nov 4 KST close): 1,396,000 KRW (-0.14% from 1,398,000 KRW).
- SK Hynix US ADR (SKHY, Nov 4 ET close): -5.12% (per TradingKey).
4. Key Market Drivers & Verified Tech Headlines
- Post-Midterm Relief & Oil Drop: Dow (+3.03%) logged its best day since April 9, 2025 and S&P 500 (+1.58%) its best day in three months as election uncertainty cleared and Brent crude fell -8.22%, easing rate pressure (10Y yield down to 4.894%). Sources: The Rest, Le Private Banker.
- AMD Q3 Record Data Center Revenue & Taalas Acquisition Disclosure: AMD Q3 revenue $13.38B (+45% YoY), Data Center $8.55B (+97% YoY), Q4 guidance ~$17B; AMD also disclosed in its 10-Q an ~2.9B acquisition of AI inference chip startup Taalas (up to $1.4B contingent) and $48.8B in unconditional purchase commitments. Sources: AIAgentUpdate, MarketFlux.
- Oracle $20B Financing Reaches Closing Date: Including ~86.21M shares at $116 plus $10B in bonds (7%–8.65%). Source: TradingView / GuruFocus.
- SK Hynix Initiated at iM Securities with 2.30M KRW Target Price: Citing HBM valuation support. Source: BigGo Finance.
Information summary only, not investment advice.