The S&P 500 gained 0.70% to 7,677, the Nasdaq Composite rose 0.82% to 26,169, and the Dow Jones Industrial Average edged up 0.28% to 52,362 as AI optimism returned and oil prices fell. Gold rose 0.46% to $4,026.30 and the 10-Year Treasury yield rose 0.04% to 5%, with investors favoring Real Estate and Technology while Communication Services faced selling pressure. Anthropic filed its S-1 to list on the Nasdaq under the ticker "ANT," and its strong revenue growth figures eased fears that the AI boom was losing steam, helping revive tech stocks. Tesla rose over 5% after Barclays upgraded the stock to Overweight and raised its price target from $370 to $450, while Meta fell about 2% after disclosing plans to raise up to $95 billion for AI infrastructure. Investors are now looking ahead to Microsoft's earnings and the Federal Reserve's rate decision this week.
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Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 712.11 |
| Change that session | +1.09% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/26/2026 | 765.22 |
| Change that session | +0.69% |
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.47 |
| Change that session | -1.89% |
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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