Stocks look set for a higher start after Wall Street’s best day since April. On Monday, November 9, 2026, the S&P 500 rose 2.35% to 7,549.94 and the Nasdaq Composite gained 2.74% to 25,253.14 as chip shares rebounded and oil fell, although Nvidia dropped 4.27% after its board opened an investigation into reports about its CEO. In Asia on Tuesday the Nikkei 225 closed 2.9% higher and South Korea’s Kospi rose 4.4%. US October consumer prices are due at 13:30 UTC (15:30 in Bucharest). Data cut-off: 07:30 UTC (09:30 in Bucharest). The freshest source stamps are AP (updated 07:17 UTC) and InstaForex (06:38 UTC), so prices may have moved since. The US cash market opens at 14:30 UTC (16:30 in Bucharest). Previous edition: Monday, November 9.
Monday’s closes and Tuesday in Asia
| Index | Close | Change on the day |
|---|---|---|
| S&P 500 (Mon) | 7,549.94 | +173.08 points (+2.35%); 3.4% below its record high (AP) |
| Dow Jones Industrial Average (Mon) | 52,389.75 | +1,104.02 points (+2.15%) |
| Nasdaq Composite (Mon) | 25,253.14 | +673.71 points (+2.74%) |
| Russell 2000 (Mon) | 2,840.81 | +86.71 points (+3.15%) |
| STOXX Europe 600 (Mon) | 656.52 | +1.26% (Saxo level; Reuters and ad-hoc-news give the same percentage) |
| DAX (Mon) | 26,267.19 | +1.73% |
| FTSE 100 (Mon) | 10,782.87 | +1.02% |
| CAC 40 (Mon) | 8,233.30 | +1.16% |
| Nikkei 225 (Tue, close) | 60,459.58 | +2.9% (TradingKey: 60,459.53, +2.87%) |
| Kospi (Tue, close) | 5,239.13 | +4.4% |
| Taiwan Taiex (Tue) | Level not given | About +2.5% (AP) |
| Hang Seng (Tue) | 24,584.81 | +0.6% |
| Shanghai Composite (Tue) | 3,666.12 | +0.2% |
| ASX 200 (Tue) | 9,129.00 | +1.1% |
| STOXX 600 futures (Tue, 06:38 UTC) | Level not given | About +0.9% (InstaForex) |
Sources: the US closes are from the AP table (published 00:16 UTC, November 10) and match Reuters, Yahoo Finance, The Weekend Spread and Cappnotes; the points changes agree with Friday’s closes in our previous edition. European closes are from Saxo and ad-hoc-news (CAC 40, DAX and STOXX 600 changes), and the STOXX 600 level is Saxo’s only; it is consistent with our arithmetic from Friday’s 648.33. Asian closes are from AP, with the Nikkei and Kospi cross-checked against TradingKey. Taiex, Hang Seng, Shanghai and ASX levels are AP only; they are consistent with Monday’s closes in our previous edition. These are market-data summaries, not official exchange data.
Rates, oil, gold and currencies
| Market | Friday close | Monday close | Tuesday morning |
|---|---|---|---|
| US 10-year Treasury yield | About 4.86% | 4.87% to 4.88% (Reuters 4.874%; Saxo, Cappnotes about 4.88%) | Not confirmed |
| US 2-year Treasury yield | 4.51% | About 4.56% (Saxo, The Weekend Spread) | Not confirmed |
| US 30-year Treasury yield | Not confirmed | 5.26% to 5.28% (Reuters, Saxo) | Not confirmed |
| WTI crude | $90.83 (Investrade) | $86.85 settle (Reuters, Cappnotes); The Weekend Spread shows $87.07 | $85.72, -1.3% (AP, 07:17 UTC) |
| Brent crude | $98.32 (Investrade) | $92.57 settle, -5.85% (Reuters, Cappnotes); The Weekend Spread shows $92.91 | $91.48, -1.2% (AP, 07:17 UTC) |
| Gold | $4,074.90, December futures (Investrade) | About $4,120 to $4,150; sources differ (Yahoo $4,120.70, Reuters $4,122.87, Saxo $4,129, Cappnotes $4,150.50) | Not confirmed |
| Dollar index (DXY) | 102.32 (Investrade) | About 101.67 (Cappnotes, Saxo 101.66) | Not confirmed |
| EUR/USD | About 1.114 | About 1.1223 (Reuters, Saxo 1.1226; The Weekend Spread 1.1197) | 1.1229 (AP) |
| USD/JPY | Not confirmed | 157.91 (Reuters); Saxo 158.01 | 157.96 (AP) |
| VIX | 25.64 | 19.92, -22.3% (Yahoo, Saxo, Reuters) | Not applicable |
| Bitcoin | Not confirmed | About $74,700 to $74,900 (Saxo, The Weekend Spread) | Not confirmed |
Monday figures are from Reuters, Saxo (about 06:00 CET), Cappnotes, The Weekend Spread and Yahoo Finance; Tuesday morning figures are from AP. Friday figures repeat our previous edition, which used Investrade. Gold, oil and currency quotes differ by contract and time of day, so we show the spread between sources. Fed funds futures put the chance of a rate rise at the December meeting at roughly 77% to 84% depending on the source (Reuters and Saxo 84%; Cappnotes about 77%).
What moved markets
A broad rebound led by chips and small caps. The S&P 500 had its best session since April, all 11 sectors rose and 423 of the 500 stocks closed higher (Saxo, The Weekend Spread, Cappnotes). The Philadelphia semiconductor index gained about 6.9% after falling more than 12% the previous week (Reuters). Small caps led, with the Russell 2000 up 3.15%. Meta rose 5.1%, Microsoft 2.7% and Apple 2.4% (Saxo). AMD gained roughly 9% to 13% depending on the source. Constellation Energy rose about 10.5% after beating estimates and raising its full-year guidance, according to The Weekend Spread, and Cappnotes reports that Caterpillar gained 7.2% on a planned purchase of its gas generators by Anthropic; we have not confirmed either with the companies.
Nvidia. Nvidia fell 4.27% to $178.67 (Yahoo Finance), its lowest close since April 7 (Reuters) and the only decliner in the semiconductor index. The company’s board is examining whether CEO Jensen Huang was targeted by a foreign intelligence effort; China’s foreign ministry has called the reports smears (AP). Nvidia has not reported any finding, and these remain press reports.
Iran and oil. Brent settled 5.85% lower at $92.57 and WTI 4.38% lower at $86.85 after President Trump said renewed strikes on Iran were highly unlikely while talks continue (Reuters). Both sides reported hits on ships near the Strait of Hormuz, so supply worries remain. Brent fell nearly 13% last week, its largest weekly drop since April 2020 (Saxo). This morning AP has Brent at $91.48.
Rates and the Fed. Treasury yields were mixed to slightly higher ahead of CPI, with the 10-year near 4.87% to 4.88%. Saxo says Fed speakers Goolsbee and Barkin signalled that further tightening may be needed, and notes the 3-year note auction priced at 4.627%. After Friday’s strong jobs report the market sees a December rise as likely, as shown above. US October CPI is the main event today.
Asia this morning. Tech and chip stocks led again: SK Hynix rose 6.7%, Samsung Electronics 4.7%, Tokyo Electron 6.1% and Advantest 4.6%, and SoftBank Group jumped 13.9% before its earnings release (AP). TSMC said October revenue was nearly six times its year-earlier level (AP). South Korea’s exchange triggered a buy-side sidecar during the Kospi surge (TradingKey, Saxo). AP reports China’s October exports rose 35.2% and imports 41.6% from a year earlier, and Saxo says China extended its suspension of an additional 24% tariff on some US goods by two months from today, keeping a 10% levy in place.
Europe. Banks led on Monday: UniCredit rose about 6% and Banco BPM 10.7% after Crédit Agricole proposed combining its Italian unit with the bank (Saxo). Luxury names lagged after Morgan Stanley cut price targets on weak Chinese demand (Saxo); LVMH fell 1.54% and Hermès 0.66% (ad-hoc-news). STOXX 600 futures were about 0.9% higher at 06:38 UTC (InstaForex). AP says US futures edged higher, without giving levels.
Tuesday, November 10: what is scheduled
| Time (UTC / Bucharest / ET) | Event | Note |
|---|---|---|
| Already out | China October trade data | Exports +35.2%, imports +41.6% year on year (AP) |
| Before the US open | Earnings: Vodafone, Sea Limited, TransDigm, SoftBank Group (Tokyo) | Consensus EPS: Sea $0.79, TransDigm $11.43 (Stocktitan); SoftBank Group reports today (AP); Vodafone time not given |
| 13:30 / 15:30 / 08:30 | US October CPI | Consensus +0.3% month on month (prior +0.6%), core +0.2% (prior +0.3%); no annual rate will be published for October (FinancialJuice, Saxo) |
| Time not given | Fed Governor Waller and Vice Chair Bowman speak | HeyGotrade |
| Time not given | NFIB small business optimism; Bank of Canada summary of deliberations | Saxo |
| 18:00 / 20:00 / 13:00 | US 10-year note auction, $42 billion | Saxo |
| 22:00 / 00:00 (Wed) / 17:00 | CoreWeave results (call at 17:00 ET) | Consensus loss of $1.45 per share (Stocktitan, HeyGotrade) |
Times for CPI and the auction are from Saxo and FinancialJuice; earnings consensus is from Stocktitan and HeyGotrade, single-source figures that you should confirm with each company. AP expected annual inflation near 3.9% from 3.7%, but the official report will carry monthly changes only, because of the 2025 shutdown; any annual figure is an estimate by commentators.
The next trading days
Wednesday, November 11 is Veterans Day in the US: bond markets are closed and stock markets are open (HeyGotrade). On Thursday, US weekly jobless claims are due at 08:30 ET, and after the close Cisco (consensus EPS $1.15, revenue guidance $18.0 to $18.2 billion) and Applied Materials (consensus EPS $4.06, revenue guidance about $10.25 billion plus or minus $500 million) report (Stocktitan). On Friday, US October producer prices are forecast at +0.4% on the month (HeyGotrade) and the euro-zone third-quarter GDP flash estimate is due (ad-hoc-news). Fed Governor Barr speaks on Thursday and Vice Chair Jefferson on Friday (HeyGotrade). Our previous edition lists the Fed’s December 8 to 9 meeting.
Sources
- AP via KSAT, Asian stocks rise after technology shares advance on Wall Street (updated 07:17 UTC, November 10)
- AP via myMotherLode, How major US stock indexes fared Monday (00:16 UTC, November 10)
- Reuters via The Star, Stocks jump as oil tumbles, Nvidia falls amid internal probe (November 10)
- Saxo, Morning Brew, 10 November 2026 and Saxo, Asia Market Quick Take, 10 November 2026
- Yahoo Finance, Stock market today, November 9, The Weekend Spread, The Close: Monday, November 9 and Cappnotes, Closing Look: Monday, November 9
- ad-hoc-news, CAC 40 closes at 8,233.30 (22:56, November 9) and TradingKey, Kospi and Nikkei (November 10)
- InstaForex, European stocks set to open higher (06:38 UTC, November 10)
- FinancialJuice, US CPI Prep (14:18 UTC, November 9), Stocktitan, Earnings Calendar, week of November 9 and HeyGotrade, US Market Week Ahead
All market-data summaries and commentary above are from the media and data sites listed and are labelled as such; they are not exchange or company filings. Press reports we could not confirm are described as reports.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Figures come from the sources listed, as of the times stated, and may be revised. Market-data summaries can differ slightly from official exchange figures. Confirm current prices with your broker. Investing involves risk, including the possible loss of capital.
