On Market Domination Overtime, Yahoo Finance's Jared Blikre said tech had its strongest three-day stretch in five weeks, with the Nasdaq up over 1% while the S&P 500 barely gained and the equal-weight index rose only slightly, meaning mega-caps led and the average stock lagged. Small caps outperformed the Nasdaq, and energy fell about 2% as oil prices pulled back. Among Nasdaq 100 names, Tesla and Broadcom each rose 4%, Super Micro and Western Digital gained about 7%, and Semtech rose 15% over three days. Software lagged, with Salesforce sharply lower, while CrowdStrike rose 2.3% and was cited as up 128%, and Oracle also rose.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
tech stocksNasdaqS&P 500TSLAoil prices
Open a keyword to see other news on the same topic.
Related tickers and likely impact
QQQ
▲ Likely positiveInvesco QQQ Trust
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/27/2026 | 721.23 |
| Change that session | +1.27% |
SPY
▲ Likely positiveSPDR S&P 500 ETF
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | ETF |
| Close on 10/27/2026 | 769.72 |
| Change that session | +0.57% |
TSLA
▲ Likely positiveTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.5T |
| Close on 10/27/2026 | 407.46 |
| Change that session | +4.04% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Stock market today: Dow, S&P 500, Nasdaq wobble after sharp tech sell-off
US stock futures wobbled on Friday as worries over the AI trade lingered after a steep tech sell-off sparked a flight to bonds. Dow futures fell 0.2% and S&P 500 futures dropped 0.2%, while Nasdaq 100 futures were little changed after semiconductors and Big Tech sold off Thursday. Concerns over rising financing costs and a possible slowdown in capex weighed on neocloud stocks such as CoreWeave (CRWV), with Nvidia (NVDA) and AMD also retreating. Oil stayed near a five-month high, with Brent touching $113 per barrel and WTI near $100 per barrel. Yahoo Finance reported that Tesla's (TSLA) surprise $5 billion cut to capex plans has not shaken confidence in a large Cybercab network, with Morgan Stanley analyst Andrew Percoco's modeling assuming a fleet of 5 million by end-2040.
- US stock indexes off to mixed start as tech sector weighs on market
US stocks fell Friday as a broad tech sell-off pushed the S&P 500 down 1.1% to 7,659.44 and the Nasdaq down 2.1% to 26,140.03, capping the market's worst week since late June. Chipmakers led the decline, with Micron, AMD, Broadcom and Intel falling 4.5% to 6%, as investors worry about how long the AI spending boom will last and whether tech firms can keep borrowing. The 10-year Treasury yield eased to 5.09% from 5.10%, after topping 5.30% earlier this month, while CME data showed traders see a 74.3% chance of a Fed rate hike in December, up from 50.2% a month earlier. Brent crude rose 3.7% to $109.86 a barrel as the Iran war and concerns over the Strait of Hormuz kept supply under pressure.
- US stock indexes off to mixed start as tech sector weighs on market
U.S. stocks fell Friday as a broad tech sell-off pulled the S&P 500 down 1.1% to 7,659.44, leaving it about 2% lower for the week and erasing gains from a record high set last week. The Nasdaq dropped 2.1%, its first weekly loss in five weeks, as chipmakers Micron, AMD and Intel fell between 5.6% and 6% amid worries about how long AI spending can be financed through borrowing. The 10-year Treasury yield eased to 5.09% but had topped 5.30% earlier this month, its highest since 2002. Traders now see a 74.3% chance of a Fed rate hike in December, up from 50.2% a month ago. Brent crude rose 3.7% to $109.86 a barrel as there was still no deal between the U.S. and Iran to end the Iran war.
- U.S. stock futures fall as investors weigh Tesla, Meta earnings
U.S. stock futures slipped on Wednesday evening as investors weighed quarterly results from Meta and Tesla, with S&P 500 futures down 0.4% to 7,768.25 points and Nasdaq 100 futures down 0.7% to 29,800.00 points. Tesla shares fell more than 3% after hours despite beating estimates, with adjusted earnings of 48 cents per share and revenue of $28.05 billion, as heavy spending on AI and robotaxis continued to weigh on profitability. Meta rose more than 2% after reporting earnings of $3.83 per share and revenue up 26% to $64.6 billion, though a large legal settlement added to costs. Earlier, SpaceX shares surged after it reported its first profit as a public company, and the article notes investors are scrutinizing whether heavy AI spending justifies high tech valuations.
- S&P 500, Nasdaq Gain, Powered By Meta, Tesla Stock — SPCX, META, TSLA, SKYD, IBM In Focus
U.S. stock indices closed higher on Wednesday, helped by strong results from Meta and Tesla that boosted confidence in tech shares. The S&P 500 rose 0.6%, the Nasdaq 100 gained 1.1%, the Dow rose 0.7%, and the Russell 2000 added 0.3%. SpaceX shares jumped 7% after its revenue rose 161% in Q3, and Elon Musk said SpaceX and Tesla had set up special committees to evaluate a potential merger, lifting Tesla shares over 3% ahead of its quarterly report. A New Mexico judge ordered Meta to pay $25 billion for deceiving users about data privacy and content moderation after the Cambridge Analytica scandal, while IBM shares rose 3% after hours after its third-quarter results beat expectations.
- Dow Jones Futures: S&P 500, Nasdaq Break Key Levels As CoreWeave, Dell Dive; Tesla, SpaceX, Meta Loom
Related markets
Latest news
- China's Stock Market Has Lost $2.4 Trillion as Investors Doubt Its AI Boom Will Ever Pay Off
Mainland Chinese stocks have lost about $2.4 trillion in market value since May as investors lose faith that Beijing's AI boom will turn a profit. The STAR 50, an index of large tech and chip companies, has fallen 40% in under four months, erasing about $480 billion, while the CSI 300 entered a bear market on October 22. According to Goldman Sachs, AI companies account for 42% of the market value and 57% of trading in Chinese shares, so a slump in AI stocks drags the whole market down. Factors cited include weak consumer spending, doubts that AI firms can recoup their investment, U.S. curbs on Chinese robots and data center optical parts, and a reported Beijing push for tech giants to shift to homegrown chips and stop buying Nvidia's. A Beijing-based fund manager said the speculative rally has given way to a bubble that is now bursting.
- Airborne Magnetic Survey Generates 22 Priority Gold Exploration Targets
GoldCoast Resource Corp. reports completing an airborne magnetic survey over its entire 10,000 km² offshore licence area on Ghana's shallow continental shelf, with about 60,000 line kilometres flown between May 4 and August 22, 2026. The interpretation identified 22 significant magnetic anomalies, considered high-priority gold targets linked to paleo-river channels, paleo-shorelines and structurally controlled sediment traps. Two source-to-sink placer systems were defined: the Tano-Ankobra system in Block 1 and the Pra River and eastern river systems in Block 2, each containing all four elements needed for a placer gold deposit. A further infill survey over Target A, about 500 km² at the Ankobra River mouth, is being interpreted, with results due in Q4 2026. A Phase II marine program using multibeam bathymetry, side-scan sonar, sub-bottom profiling and vibracore sampling will test the priority targets.
- Artificial Intelligence (AI) in Pharmacovigilance Global Market Report 2026 | Capitalize on 19.6% CAGR to 2030 as Oracle, Microsoft, Google and IQVIA Accelerate Automation
The global AI in pharmacovigilance market is projected to grow from $0.77 billion in 2025 to $0.92 billion in 2026 and reach $1.88 billion by 2030, at a CAGR of 19.6%. Key drivers include rising adverse drug reaction reporting requirements, expanding regulations, and the growing use of electronic health records and complex clinical trial data. The Department of Health Abu Dhabi recorded 1,522 adverse drug reaction reports in 2023, a 235% increase over the average of previous years. RxLogix upgraded its PVOne.AI platform in May 2026 with agentic AI, and the company says it can cut manual case-processing effort by up to 80%. North America was the largest regional market in 2025, while Asia-Pacific is expected to grow fastest.
- Artificial Intelligence (AI)-Driven Drug Safety and Pharmacovigilance Platforms Market Report 2026 | Capitalize on 20.2% CAGR with Microsoft, IBM, Oracle, IQVIA, and Veeva
The global AI-driven drug safety and pharmacovigilance platforms market is projected to grow from $2.14 billion in 2025 to $2.59 billion in 2026, a CAGR of 20.6%, and reach $5.39 billion by 2030, at a CAGR of 20.2%. Growth is driven by rising adverse drug reaction reporting requirements, stricter regulation, and wider use of real-world evidence and cloud-based monitoring systems. The Department of Health Abu Dhabi recorded 1,522 adverse drug reaction reports in 2023, a 235% increase over the average of previous years. RxLogix upgraded its PVOne.AI platform in May 2026 with agentic AI, which the company says can cut manual case-processing effort by up to 80%. North America was the largest regional market in 2025, while Asia-Pacific is expected to grow fastest.
- Has Space Exploration Technologies (SPCX) Become Fully Valued Following Its $3.42b Shelf Filing?
Space Exploration Technologies (SPCX) has filed a US$3.42 billion shelf registration for Class A common stock, allowing it to issue 23.6 million shares as funding needs arise. The shares rose 26.2% over 90 days, helped by Q3 profitability, a US$40 billion AI chip financing and ongoing Tesla merger discussions, but are down 8.7% year to date at a last close of US$146.90. The recent pullback suggests investors are weighing dilution risk and higher leverage against the growth story. The most-followed narrative puts fair value at just $0.46 per share, while Simply Wall St's DCF model estimates $420.37 per share, with SPCX trading 65.1% below that value.
- Global Edge Infrastructure Market Report 2026: Size, Share, Trends and Forecast to 2030 | Capitalize on 5G, AI and IoT with Microsoft, AWS, Dell, NVIDIA and Cisco
The global edge infrastructure market is projected to grow from $7.3 trillion in 2025 to $9.24 trillion in 2026, a 26.7% CAGR, and reach $23.99 trillion by 2030, at a 26.9% CAGR. Growth drivers include demand for real-time analytics, 5G and IoT, with Ericsson reporting 18.8 billion global IoT connections in 2024, projected to reach 43 billion by 2030. AIXSpace Inc. launched a Micro Edge Data Center in March 2026 that occupies about two square meters, can be deployed within two hours and has a PUE as low as 1.3. NIXXY Inc. acquired the EDGE data center and telecommunications assets of Everythink Innovations Limited for about $3.65 million in August 2025. North America was the largest region in 2025, while Asia-Pacific is expected to grow fastest over the forecast period.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.