Dow Jumps as Oil Falls in the Stock Market Today, November 4
Stocks held a big rally on Wednesday as oil prices fell more than 8%, the day after Democrats won Congress, CNBC reported. The Dow was up 1,511 points, or 2.9%, on pace for its best day since April 2025, CNBC's live page showed at 3:00 p.m. ET. The S&P 500 was on pace for its best day since April 8 this year. Amazon, Microsoft and Apple jumped, while Nvidia slipped. Builders of AI data centers fell hard on worry about new limits, CNBC reported.
The short answer. Stocks rose sharply on November 4 after Democrats won Congress and President Trump said he would accept the results, CNBC reported. Stocks extended their gains after US crude oil fell more than 8% as Vice President JD Vance blamed the Iran war, which has pushed up inflation, for his party's losses, CNBC said. Microsoft, Amazon and Apple jumped while Nvidia and AI data center stocks fell, and company news drove the biggest single moves, such as Cricut's jump and Nurix's drop, and the table below gives each company's own reason.
The market in the last hour of trading
Every company reporting the same week, with its date and time, is in StockTitan's Earnings Calendar for the Week of November 2, 2026.
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Live updates
The newest update comes first. Each one says what changed in the market's story, with the time it was written.
3:04 p.m. ET
The S&P 500 is on pace for its best day since April 8 this year, CNBC says
The rally held into the last hour of trading. The S&P 500 was up 1.8% and on pace for its best day since April 8 this year, CNBC reported on its live page updated at 3:00 p.m. ET. The same page still showed the Dow up 1,511 points, or 2.9%, as in its 1:37 p.m. ET update, on pace for its best day since April 2025. Walmart and Bank of America added to their gains as investors looked for stocks outside of tech, CNBC reported.
The US dollar fell on Wednesday after Democrats won the Senate and the House, CNBC reported. The biggest policy effect of the win could be slower building of data centers, according to Thierry Wizman, a strategist at Macquarie Group, CNBC said. Spending on AI has helped US growth, so any slowdown driven by politics would hurt the dollar, he said.
Company news kept moving single stocks. Clear Secure, the identity company behind CLEAR, rose after its results, and Trump Media fell further, as the sections below show.
2:05 p.m. ET
The Dow is on pace for its best day since April 2025, CNBC says
The rally held into the afternoon. The Dow was on pace for its best day since April 9, 2025, CNBC reported in its update at 1:37 p.m. ET. That was the day Trump announced a pause on his so-called reciprocal tariffs, CNBC noted. The Dow was up 1,511 points, or 2.9%, CNBC said. The S&P 500 was up 1.8%, and the Nasdaq Composite 1.9%. US crude oil was down more than 8% in the same update.
Investors also grew more worried about CoreWeave's debt, CNBC reported. The spread on its five-year credit default swaps, a kind of insurance against a borrower failing to repay, rose 3% on Wednesday to 1,139.7, CNBC said. A wider spread means investors see the debt as riskier. CNBC tied the rise to the election, which created more hurdles for data center companies. The spread has been above 1,000 in recent weeks, a level generally seen as a sign of distress, CNBC said.
Company news kept moving single stocks. Oportun, which offers personal loans, rose after it raised its outlook for the year, as the movers section below shows.
1:05 p.m. ET
The Dow climbs back above 53,000 as oil keeps falling
Stocks held their big gains into the afternoon as oil fell further. The Dow moved back above 53,000 for the first time since September 8, CNBC reported in its update at 12:21 p.m. ET. It was up 1,514 points, or 2.9%, CNBC said. US crude oil was down more than 8%, from more than 7% in CNBC's 11:57 a.m. ET update. Peter Boockvar, chief investment officer at One Point BFG Wealth Partners, said there will be "even more pressure to end the war," CNBC reported. Americans have shown their displeasure with inflation and the price of gasoline, he said.
Big tech kept its gains. Amazon was up 7.35%, Apple 6.66% and Microsoft 6.16% at 1:01 p.m. ET, StockTitan's real-time data shows, while Nvidia was down 1.63%.
Company news kept moving single stocks. At 12:58 p.m. ET, Helen of Troy said its board had rejected a $37.00-a-share cash offer (Helen of Troy release). Its shares traded at $37.19 at 1:02 p.m. ET, just above the offer. Angi, which connects homeowners with local home repair pros, was up 32.96% at 1:03 p.m. ET. At noon, Angi said it is among the first home services marketplaces available through AI Mode in Google Search (Angi release).
12:04 p.m. ET
Stocks extend their rally as oil prices tumble
Stocks climbed further toward midday as oil prices fell sharply. US crude oil dropped more than 7%, CNBC reported. The fall came as Vice President JD Vance blamed the Iran war for the Republican losses in Tuesday's election, CNBC said. That war has pushed up inflation, CNBC noted. The Dow was up 1,514 points, or 2.9%, CNBC reported in its update at 11:57 a.m. ET, and the S&P 500 and the Nasdaq Composite rose too.
Big tech held its gains. Microsoft was up 6.88%, Amazon 6.74% and Apple 6.60% at 12:02 p.m. ET, StockTitan's real-time data shows. A State Street fund of communication services stocks, which holds Alphabet and Meta, was up nearly 4%, CNBC reported. That put it on pace for its best day since April 2025, CNBC said.
The companies that build and power AI data centers fell further. Hut 8 was down 21.91%, Sterling Infrastructure 21.02% and Cipher Digital 20.20% at 12:03 p.m. ET. Modine was down 24.59% at 12:03 p.m. ET. CNBC tied the worry about limits on data centers to the Democratic wins, including Gina Hinojosa's win in Texas. StockTitan's article on the AI data center selloff explains why Texas matters to these companies.
11:05 a.m. ET
The Dow extends its gain as big tech rises and AI stocks slip
The Dow added to its gain in late morning, while the Nasdaq gave back a little. The Dow was up 1,377 points, or 2.7%, at 11:00 a.m. ET, CNBC reported. The S&P 500 was up 1.6%, and the Nasdaq Composite 1.8%, CNBC said.
Most of the biggest tech companies held on to their gains. Apple was up 6.63% and Amazon 6.57% at 11:01 a.m. ET, StockTitan's real-time data shows, and Microsoft and Alphabet rose too. Nvidia, the AI chipmaker, was down 1.91% at the same time. CNBC said the biggest tech stocks broke away from the wider AI trade, the group of stocks tied to artificial intelligence. It named Nvidia and Tesla as the two that fell.
The wider AI trade was selling off, CNBC reported. Investors dumped shares of the companies most likely to be hurt by closer scrutiny from a left-leaning Congress, CNBC said. A fund of chip stocks, the iShares Semiconductor ETF, was down 1%, according to CNBC. Lyell Immunopharma rose after trial data for its lymphoma treatment, and LivaNova after it raised its forecasts, as the movers section below shows.
10:11 a.m. ET
Big tech joins the rally as stocks open sharply higher
Tech stocks caught up at the open after lagging before it. The Dow was up 1,131 points, or 2.2%, at 9:58 a.m. ET, CNBC reported. The S&P 500 was up 1.6%, and the Nasdaq Composite jumped 2%, CNBC said.
The biggest tech companies made some of the largest gains. Amazon was up 8.12% at 10:01 a.m. ET, StockTitan's real-time data shows. By 10:02 a.m. ET, Microsoft was up 6.67% and Apple 6.25%. At the same time, Alphabet was up 5.01%, while Nvidia slipped 0.56%.
The rally also reached the companies behind food and household goods. A State Street fund that tracks these consumer staples stocks hit a record high on Wednesday morning, CNBC reported. Solar stocks and hospital operators added to their gains, as the election section below shows. Company news kept moving single stocks. FIS fell after it cut its forecast for profit growth this year, and Alight's jump grew after the open, as the movers section below shows. Cricut, LendingTree and Clear Secure joined the biggest gainers after their results.
9:05 a.m. ET
Dow futures top 1,000 points as Wall Street bets on gridlock
The rally grew in the last hour before the open. Dow futures were up 1,083 points, or 2.1%, at 8:45 a.m. ET, and S&P 500 futures were up 1.1%, CNBC reported. Nasdaq-100 futures still lagged on weakness in AI stocks, though they were up 0.4%, CNBC said. Part of the rebound came from Trump's first reaction to the results, Jay Woods of Freedom Capital Markets told CNBC. He expects gridlock, which he said has historically been good for the market.
Data center fears spread to more AI cloud companies. CoreWeave, Iren and Nebius fell, CNBC reported, after Democratic wins in Texas and votes against data centers in ballots across the country. Riot Platforms went the other way after it leased its whole Corsicana data center campus to a leading AI lab (Riot release).
The trade deficit, the amount by which imports top exports, narrowed a little. It shrank to $105.0 billion in September from $105.7 billion in August, as exports rose more than imports, the Bureau of Economic Analysis said. Company news kept moving single stocks, as the movers section below shows. Kyndryl and Bruker rose after their results, and Array Technologies jumped on a deal to combine with Shoals Technologies.
8:24 a.m. ET
Dow futures add to gains as AI data center stocks lose ground
Companies tied to the wider economy now lead the rally, while AI stocks lag. Dow futures were up 912 points, or 1.75%, at 8:11 a.m. ET, and S&P 500 futures were up 0.8%, CNBC reported. Nasdaq-100 futures lagged on weakness in AI stocks, according to CNBC. Walmart and Bank of America led the early gains as investors looked for stocks outside of tech, CNBC said.
Worry about data centers grew. Investors feared a big Democratic win could bring more limits on data centers, CNBC reported. Gina Hinojosa's win in the Texas governor race added to that fear, CNBC reported, because she has pledged an immediate pause on data centers there. CoreWeave and Oracle fell, CNBC said. AMD and Super Micro, which had risen early on their results, turned lower by 8:04 a.m. ET, StockTitan's real-time data shows.
A private jobs report came in a little above forecasts. Companies added 86,000 jobs in October, the same as September's lowered total, ADP said. That topped the Dow Jones estimate of 75,000, CNBC reported. Company results kept moving single stocks: McDonald's rose after its results, while Datadog plunged, as the movers section below shows.
6:42 a.m. ET
Stock futures turn higher as Democrats win both houses of Congress
The overnight drop has turned into a rally. Stock futures fell hard overnight, then climbed as the Democrats' clear win let investors look past the political risk, CNBC reported. Worries eased further after President Trump said he was willing to accept the results. By 6:25 a.m. ET, S&P 500 futures were up 1%, and so were Nasdaq-100 futures.
The vote is sorting stocks into winners and losers. Solar and health insurer shares are rising, while Tesla and SpaceX fall, CNBC reported. CVS Health said this morning that it plans to split into two companies (CVS separation release).
Why is the stock market up today
The election ended with a clear result, and the President said he would work with the winners, CNBC reported. That eased the fear of a long fight over the vote. Stocks then extended their gains after US crude oil fell more than 8%, CNBC reported. Worry about limits on AI data centers remained.
Tuesday was the midterm election. Democrats took control of Congress, winning majorities in both the House and the Senate, CNBC reported. That result rests on projections by The Associated Press, which CNBC cited. Democrats also won key governor races, CNBC reported. In Texas, CNBC reported a win for Democrat Gina Hinojosa over Republican Greg Abbott; the official count is still to come.
At first, futures fell hard. Futures are contracts that trade overnight and show where stocks may open. Nasdaq-100 futures hit 27,615.75, their lowest since July 30, CNBC reported. Investors had worried that a Democratic sweep could hurt the companies building AI data centers, CNBC said.
Then the mood turned. Wall Street had also feared that no clear winner would emerge. Those worries eased after Trump said he was willing to accept the results and work with Democrats, CNBC reported. He told The Wall Street Journal that he thinks he will work with the Democrats and get along very well with them, CNBC reported.
The swing was large for one night. By 6:25 a.m. ET, Nasdaq-100 futures had climbed back to 28,545.50, CNBC reported. That level is about 3.4% above that low. Andrew Slimmon of Morgan Stanley Investment Management told CNBC the result means gridlock, when a split government passes few new laws. Markets like gridlock more than one party with too much power, he said.
Before the open, investors looked for stocks outside of tech, CNBC reported. The gain of the fund that tracks the Nasdaq-100 grew after the open, then eased. The QQQ fund, which tracks the Nasdaq-100, was up 0.23% from Tuesday's close at 9:02 a.m. ET, before the open. It was up 2.02% at 10:02 a.m. ET and 1.06% at 3:01 p.m. ET. The DIA fund, which tracks the Dow, was up 3.04% at 3:01 p.m. ET.
Other markets moved with the vote. Treasury yields fell and the dollar slipped, CNBC reported on its live page updated at 6:25 a.m. ET. Gold rose 2.93% by 5:05 a.m. ET, and silver jumped 4.44%, according to CNBC. Oil fell harder as the day went on. US crude oil futures were 2% lower in the morning, CNBC reported, then dropped more than 8% as Vice President JD Vance blamed the Iran war for the election losses, CNBC said.
Overseas, the fear lasted longer. Asian chip stocks tumbled on worries about limits on AI data centers, CNBC reported. Japan's Nikkei 225 closed 1.42% lower, CNBC reported. In Europe, the Stoxx 600 rose 0.44% in early trading, CNBC said. On Tuesday, chip stocks had lifted the Nasdaq, as StockTitan's November 3 market coverage reported.
Which stocks are moving on the midterm election results
Solar companies rose on hopes of a change in energy policy, and health insurers rose too, CNBC reported. Tesla, SpaceX, CoreWeave and Trump Media fell.
Solar stocks led the gains. First Solar was up 4.60% at 3:02 p.m. ET, StockTitan's real-time data shows. Sunrun, which puts solar panels on homes, and Plug Power, which makes hydrogen fuel cells, rose too. CNBC tied the rally in clean energy stocks to expectations of a policy shift, and it reported the Invesco Solar fund up 8% at 11:00 a.m. ET.
Shares linked to the wider economy rose too, among them Walmart and Bank of America, CNBC reported.
Health insurers and hospital operators also rose after Democrats took control of the House and Senate, CNBC reported. Centene was up 12.66% at 3:02 p.m. ET, StockTitan's real-time data shows. HCA Healthcare, which runs hospitals, was up 10.84% at 3:02 p.m. ET, the same data shows.
Elon Musk's companies stayed lower. SpaceX was down 5.27% at 3:02 p.m. ET, and Tesla 2.66% at 3:01 p.m. ET. CNBC linked the drop in SpaceX, which is based in Texas, to Hinojosa's win in the governor race. Hinojosa has called for an immediate stop to data centers in Texas, CNBC reported. Texas holds about 27% of US data center power capacity, Wells Fargo estimates, according to CNBC.
AI cloud stocks stayed lower. CoreWeave, which rents computing power to AI companies, was down 9.55% at 3:02 p.m. ET. Iren and Nebius, which also rent out AI computing power, fell too, CNBC reported. Trump Media was down 23.45% at 3:02 p.m. ET. Its shares were already down 11% before the open after the Democrats' decisive win, CNBC reported. Prison operators and defense companies also fell, according to CNBC.
Is CVS splitting into two companies
Yes. CVS Health plans to split into a health benefits company and a drugstore company, both traded on the stock market, by the first half of 2028. It also raised its profit forecast for 2026.
CVS announced the plan this morning, after The Wall Street Journal reported it on Tuesday, according to CNBC. CVS says it intends to separate into two independent, publicly traded companies. One company keeps the CVS Health name for now. It holds Aetna, the health insurer, and CVS Caremark, which manages drug benefits for employers and health plans. CVS Specialty, Oak Street Health and Signify Health go with it (CVS separation release).
The other company, CVS Pharmacy, holds about 9,000 drugstores, the mail pharmacy and MinuteClinic. Shareholders would own shares in both, and CVS intends the split to be tax free for them. Chief executive David Joyner would lead the health company, and Prem Shah would run CVS Pharmacy.
CVS also raised its 2026 forecast. It raised its forecast for adjusted earnings, a measure that leaves out some items. It now expects at least $8.20 a share, up from $7.90 to $8.10 (CVS results release). The stock was down 11.49% at 3:02 p.m. ET, StockTitan's real-time data shows. StockTitan's CVS Health earnings article explains the quarter and the split.
Biggest stock movers today and why
Outside the election trade, the biggest moves come from company news. Cricut, Lyell and Kyndryl jumped on company news, while Nurix, Amdocs and FIS plunged.
Alight, which runs employee benefits programs for companies, was up 28.51% at 3:01 p.m. ET. It raised its business outlook for 2026, even as quarterly revenue fell 6.2% to $500 million (Alight release).
Lyell Immunopharma, which develops cell therapies for cancer, was up 40.53% at 3:01 p.m. ET. Its experimental lymphoma treatment is called ronde-cel. In the main trial, 77% of the 44 patients who could be evaluated had a complete response, meaning no sign of the cancer was left. Lyell will present updated data at a medical meeting in December (Lyell release).
LivaNova, which makes medical devices, was up 20.68% at 3:02 p.m. ET. It raised its 2026 forecasts for revenue and adjusted earnings per share, after its quarterly revenue rose 9.9% to $393.1 million (LivaNova release).
Cricut, which makes crafting machines, was up 46.76% at 3:01 p.m. ET. Its revenue rose 11% to $188.6 million, and it declared a special dividend of $0.70 a share (Cricut release). LendingTree, which runs an online marketplace for loans and insurance, was up 34.48% at 3:01 p.m. ET after its revenue grew 12% to $343.6 million (LendingTree release). Clear Secure, the identity company behind CLEAR, was up 24.58% at 3:01 p.m. ET after its revenue rose 27.8% to $292.9 million (CLEAR release).
Duolingo, the language learning app, was up 27.09% at 3:02 p.m. ET. Its daily users grew 29% from a year earlier, the company said (Duolingo release).
Bruker, which makes scientific instruments for labs, was up 12.43% at 3:02 p.m. ET. Its adjusted earnings per share rose 24.4% to $0.56, and it stood by its 2026 forecasts for sales growth and adjusted earnings (Bruker release).
Riot Platforms, which runs data centers and bitcoin mines, was up 11.59% at 3:02 p.m. ET. It agreed to lease its whole Corsicana data center campus to a leading AI lab for 15 years, a deal worth about $28 billion (Riot release). Riot provides the land and the power, and the tenant brings and runs the computers, with the first part due in September 2027.
Array Technologies, which makes mounts and trackers for large solar farms, was up 14.55% at 3:02 p.m. ET. It agreed to combine with Shoals Technologies in an all-stock deal, with Shoals' owners set to hold about 65% of the new company (merger release).
Kyndryl, which manages computer systems for big companies, was up 35.90% at 3:01 p.m. ET. It kept its outlook for the year. Its revenue tied to the big cloud providers grew 27.2%, though its total revenue slipped 1.9% from a year earlier (Kyndryl release).
Helen of Troy, which sells home and beauty products, was up 25.24% at 3:02 p.m. ET. A company that Spectrum Brands owns with Oaktree made public a proposal to acquire it for $37.00 a share in cash (proposal release). At 12:58 p.m. ET, Helen of Troy announced that its board had rejected the offer, saying it substantially undervalues the company (rejection release).
Oportun, which offers personal loans, was up 26.29% at 3:03 p.m. ET. It raised its outlook for revenue and earnings for the year, after its revenue grew 3% from a year earlier, its first growth since late 2023 (Oportun release).
Advantage Solutions, which provides business services to consumer goods brands and retailers, was up 30.34% at 2:52 p.m. ET. It announced a restructuring it expects to bring about $25 million a year in net savings, and it kept its full-year forecasts (Advantage Solutions release).
Ouster, which makes lidar sensors that help robots and machines see, was up 15.22% at 3:02 p.m. ET. Its revenue rose 50% to $59 million, and it expects more next quarter (Ouster release).
McDonald's was up 6.71% at 3:02 p.m. ET after its results. Sales at its established restaurants rose 1.5% worldwide but slipped 0.2% in the US. It also raised its dividend (McDonald's release). StockTitan's McDonald's earnings article explains the quarter.
Makers of AI data center gear were mixed. AMD was down 0.25% and Super Micro 5.49% at 3:02 p.m. ET. Arista Networks was up 5.15% at 3:02 p.m. ET after revenue of about $3.66 billion topped its own forecast (Arista release). StockTitan's Super Micro and AMD earnings articles explain those two companies' record sales. Navitas Semiconductor, which makes power chips, was up 5.90% at 3:02 p.m. ET after its revenue grew 38% (Navitas release).
Amdocs, which makes billing software for phone companies, was down 27.89% at 3:02 p.m. ET. Amdocs forecast lower revenue for its 2027 fiscal year, and it and T-Mobile have each accused the other of breaking their contracts (Amdocs release).
Among the stocks with company news, Nurix Therapeutics had the biggest drop, down 37.90% at 3:02 p.m. ET, after Sanofi ended an experimental drug program the two had worked on. Nurix no longer expects milestone payments or royalties from it (Nurix release). Taboola, which places ads on news sites, was down 17.94% at 3:02 p.m. ET after mixed results. Its revenue fell 6.9%, while its gross profit rose 9.6% (Taboola release).
Datadog, whose software watches over companies' apps and servers, was down 15.15% at 3:02 p.m. ET. Its revenue grew 35% from a year earlier to $1.20 billion. But it expects about the same revenue next quarter (Datadog release).
FIS, which makes software for banks, was down 23.64% at 3:02 p.m. ET. It cut its 2026 forecast for growth in adjusted earnings per share to 1.2% to 2.4% (FIS release), from the 7.0% to 8.5% it gave in August (August release).
Uber was up 5.33% at 3:02 p.m. ET after its results. Gross bookings, the value of the rides and deliveries booked through its apps, rose 20% (Uber release). StockTitan's Uber earnings article explains the quarter.
| Company | Move | Why |
|---|---|---|
| Cricut (CRCT) | +46.76%, regular session, 3:01 p.m. ET | Third-quarter revenue rose 11% to $188.6 million, and it declared a special dividend of $0.70 a share (release). |
| Lyell Immunopharma (LYEL) | +40.53%, regular session, 3:01 p.m. ET | In the main trial of its experimental lymphoma treatment, ronde-cel, 77% of the 44 patients who could be evaluated had a complete response; updated data comes in December (release). |
| Kyndryl (KD) | +35.90%, regular session, 3:01 p.m. ET | Kept its outlook for the fiscal year, and its revenue tied to the big cloud providers grew 27.2% in the quarter (release). |
| LendingTree (TREE) | +34.48%, regular session, 3:01 p.m. ET | Third-quarter revenue grew 12% to $343.6 million, with increases in all three of its segments (release). |
| Advantage Solutions (ADV) | +30.34%, regular session, 2:52 p.m. ET | Announced a restructuring it expects to bring about $25 million a year in net savings, and kept its full-year forecasts (release). |
| Alight (ALIT) | +28.51%, regular session, 3:01 p.m. ET | Raised its 2026 business outlook, even as third-quarter revenue fell 6.2% to $500 million (release). |
| Duolingo (DUOL) | +27.09%, regular session, 3:02 p.m. ET | Daily users grew 29% from a year earlier, the company said with its third-quarter results (release). |
| Oportun (OPRT) | +26.29%, regular session, 3:03 p.m. ET | Raised its full-year outlook for revenue and earnings, as third-quarter revenue grew 3% from a year earlier, its first growth since the fourth quarter of 2023 (release). |
| Helen of Troy (HELE) | +25.24%, regular session, 3:02 p.m. ET | A company owned by Spectrum Brands and Oaktree proposed to acquire it for $37.00 a share in cash, and Helen of Troy announced its board's rejection at 12:58 p.m. ET (proposal, rejection). |
| Clear Secure (YOU) | +24.58%, regular session, 3:01 p.m. ET | Third-quarter revenue rose 27.8% to $292.9 million (release). |
| Nurix Therapeutics (NRIX) | -37.90%, regular session, 3:02 p.m. ET | Sanofi ended SAR448272, an experimental drug it ran with Nurix, so Nurix no longer expects milestone payments or royalties from it (release). |
| Amdocs (DOX) | -27.89%, regular session, 3:02 p.m. ET | Forecast revenue for fiscal 2027 down 14.3% to 17.9%, amid a contract dispute with T-Mobile (release). |
| FIS (FIS) | -23.64%, regular session, 3:02 p.m. ET | Cut its 2026 forecast for growth in adjusted earnings per share to 1.2% to 2.4%, from 7.0% to 8.5% in August (release). |
| Trump Media (DJT) | -23.45%, regular session, 3:02 p.m. ET | Was down 11% before the open after the Democrats' decisive midterm win, CNBC reported. |
| Taboola (TBLA) | -17.94%, regular session, 3:02 p.m. ET | Mixed results: revenue fell 6.9% to $462.3 million, while gross profit rose 9.6% (release). |
| Datadog (DDOG) | -15.15%, regular session, 3:02 p.m. ET | Expects fourth-quarter revenue of $1.19 billion to $1.20 billion, about level with the third quarter's $1.20 billion (release). |
| CoreWeave (CRWV) | -9.55%, regular session, 3:02 p.m. ET | Fell as investors feared a big Democratic win could bring more limits on data centers, CNBC reported. |
| SpaceX (SPCX) | -5.27%, regular session, 3:02 p.m. ET | Fell after Democrat Gina Hinojosa, who has pledged a pause on data centers, won the Texas governor race, CNBC reported; SpaceX is based in Texas. |
| Skyworks (SWKS) | -3.39%, regular session, 3:02 p.m. ET | Expects December quarter revenue, its first since combining with Qorvo, about 7% below combined September revenue at the midpoint, or about 3% without an extra week (release). |
| Tesla (TSLA) | -2.66%, regular session, 3:01 p.m. ET | Fell alongside SpaceX, Elon Musk's other big company, as investors watched the Texas governor race, CNBC reported. |
Source: StockTitan real-time Nasdaq data, November 4, 2026, last regular-session trade at the stated time against each stock's November 3 close; company releases linked in each row; CNBC as named.
What to watch for the rest of the day
Regular trading closes at 4:00 p.m. ET, and Arm, Qualcomm, McKesson and AppLovin report in the evening. The final count in the Texas governor race is still to come.
- 4:00 p.m. ET: the regular trading session closes.
- The Texas governor race and the final House and Senate seat counts: the official results from the Texas Secretary of State and each state's election officials.
- In the evening: Arm, Qualcomm, McKesson and AppLovin report, as the earnings calendar for the week lists.
- Thursday, November 5, 8:30 a.m. ET: the government's weekly jobless claims and its report on productivity and labor costs.
- Friday, November 6, 8:30 a.m. ET: the government's October jobs report, on StockTitan's economic calendar.
Our numbers
These figures are our calculations from the sources linked in this article.
- Each move: a stock's last trade at the stated time, before or after the 9:30 a.m. ET open, against its November 3 close, from StockTitan real-time Nasdaq data.
- About 3.4%: the 929.75-point rise in Nasdaq-100 futures from their overnight low, divided by that low of 27,615.75, both as CNBC reported them.
Frequently asked questions
What is moving the stock market today?
The midterm elections and a drop in oil prices. Democrats won control of the House and the Senate, and President Trump said he would accept the results, CNBC reported. CNBC said stocks extended their gains after US crude oil fell more than 8%. CNBC's live page, updated at 3:00 p.m. ET on November 4, still showed the Dow up 1,511 points, or 2.9%, on pace for its best day since April 2025. The S&P 500 was up 1.8%, on pace for its best day since April 8 this year, and the Nasdaq Composite was up 1.9%. Amazon was up 6.90% and Nvidia down 1.94% at 3:01 p.m. ET, StockTitan's real-time data shows.
Why is Cricut (CRCT) stock up today?
Cricut was up 46.76% at 3:01 p.m. ET on November 4. Its third-quarter revenue rose 11% to $188.6 million, and it declared a special dividend of $0.70 a share, to be paid in January 2027.
Why is Lyell Immunopharma (LYEL) stock up today?
Lyell was up 40.53% at 3:01 p.m. ET on November 4. It said 77% of the 44 patients who could be evaluated in the main trial of its experimental lymphoma treatment, ronde-cel, had a complete response, meaning no sign of the cancer was left. It will present updated data at a medical meeting in December.
Why is Nurix Therapeutics (NRIX) stock down today?
Nurix was down 37.90% at 3:02 p.m. ET on November 4. Sanofi decided to end SAR448272, an experimental drug it ran with Nurix, so Nurix no longer expects milestone payments or royalties from it.
Why is Kyndryl (KD) stock up today?
Kyndryl was up 35.90% at 3:01 p.m. ET on November 4. It kept its outlook for the fiscal year, and its revenue tied to the big cloud providers grew 27.2% in the quarter, though its total revenue slipped 1.9% from a year earlier.
Why is LendingTree (TREE) stock up today?
LendingTree was up 34.48% at 3:01 p.m. ET on November 4. Its third-quarter revenue grew 12% to $343.6 million, with increases in all three of its segments.
Why is Advantage Solutions (ADV) stock up today?
Advantage Solutions was up 30.34% at 2:52 p.m. ET on November 4. It announced a restructuring it expects to bring about $25 million a year in net savings, and it kept its full-year forecasts.
Why is Alight (ALIT) stock up today?
Alight was up 28.51% at 3:01 p.m. ET on November 4. It raised its 2026 business outlook, even as its third-quarter revenue fell 6.2% to $500 million.
Sources
- StockTitan: live market coverage, November 3, 2026
- StockTitan: AMD third quarter 2026 results article
- StockTitan: Super Micro first quarter fiscal 2027 results article
- StockTitan: CVS Health third quarter 2026 results article
- StockTitan: McDonald's third quarter 2026 results article
- StockTitan: Uber third quarter 2026 results article
- StockTitan: Earnings Calendar for the Week of November 2, 2026
- StockTitan economic calendar
- CVS Health planned separation release
- CVS Health third quarter 2026 results release
- Uber third quarter 2026 results release
- Ouster third quarter 2026 results release
- Arista Networks third quarter 2026 results release
- Navitas Semiconductor third quarter 2026 results release
- Bruker third quarter 2026 results release
- Riot Platforms third quarter 2026 results release
- Array Technologies and Shoals Technologies merger release
- Kyndryl second quarter fiscal 2027 results release
- Bureau of Economic Analysis: US international trade in goods and services, September 2026
- Alight third quarter 2026 results release
- Duolingo third quarter 2026 results release
- Proposal to acquire Helen of Troy release
- Helen of Troy release rejecting the proposal
- Angi release on AI Mode in Google Search
- McDonald's third quarter 2026 results release
- Datadog third quarter 2026 results release
- Amdocs fourth quarter fiscal 2026 results release
- Nurix Therapeutics release on Sanofi's decision
- Taboola third quarter 2026 results release
- Skyworks fourth quarter fiscal 2026 results release
- FIS third quarter 2026 results release
- FIS second quarter 2026 results release
- Cricut third quarter 2026 results release
- LendingTree third quarter 2026 results release
- Clear Secure third quarter 2026 results release
- Lyell Immunopharma ronde-cel data release
- LivaNova third quarter 2026 results release
- Advantage Solutions third quarter 2026 results release
- Oportun third quarter 2026 results release
- StockTitan: AI data center stocks slide after the Texas governor vote
- ADP National Employment Report, October 2026
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