Equities rallied broadly with the Dow up 3.03% to 53,356 leading the majors, while the S&P 500 and Russell 2000 each gained 1.58% and the Nasdaq added 1.44%. Consumer Discretionary (+4.26%) led sectors and Financials (+3.51%) followed, while Energy (-4.74%) was the clear laggard and Technology sat flat at -0.01%. Single-name action was violent in both directions: OMH surged 432.53% and CRCT jumped 48.74%, while NRIX fell 38.23% and DOX dropped 30.07%. VIX at 16.98 actually ticked up 2.23% despite the rally. Headlines centered on the Democratic midterm sweep and its implications for U.S.-China relations.
Change on the day for the major indices. VIX sits in the metric strip above — it reads inversely, so it is kept out of this scale.
Every bar opens the sector ETF's live page.
QL signal universe · click a bar for the live 5-factor read.
QL signal universe · click a bar for the live 5-factor read.
Bullish breadth jumped 16.4 points to 34.9% of the 4,944-name universe — a meaningful broadening day that confirms the rally wasn't just mega-cap driven. Still, the neutral bucket holds 2,454 names (~50%), so conviction participation is recovering from a low base rather than euphoric. Sample strong buys cluster in mega-cap tech and staples-adjacent names (AAPL, MSFT, AMZN, META, TSLA, MU, BRK.B, LLY) even as the Technology sector closed flat — a signal/price divergence worth tracking.
Hover the line (or focus it and use ← →) to read any single session.
Strong Buy standouts: AAPL · MSFT · AMZN · META · TSLA · MU · BRK.B · LLY · JPM · WMT · V · XOM
Strong Sell standouts: LMT · ROK · ESLT · P · SMTC · RNR · ONTO · IESC · AUR · HUT · VSAT · VICR
See full signals →| Ticker | Next Report | In | Last EPS YoY | Last Rev YoY |
|---|---|---|---|---|
| NVDA | 2026-11-25 | 19d | +127.8% | +105.9% |
| WMT | 2026-11-27 | 22d | -9.1% | +5.9% |
| XOM | 2026-12-02 | 27d | +0.0% | +0.0% |
| AVGO | 2026-12-10 | 35d | +215.3% | +85.5% |
| META | 2027-01-19 | 75d | +264.8% | +26.1% |
| TSLA | 2027-01-21 | 76d | -43.6% | -0.2% |
Bar length = days until the report · green/red = last EPS YoY direction · click through to the live page.
Year-over-year movement
The near-term calendar is light: the next scheduled catalyst is the Primagrove (YHTE) IPO on Nov 9 priced $4-6, with NVDA earnings 19 days out (Nov 25) and WMT on Nov 27 as the heavyweight events ahead.
| Ticker | Company | Listing Date | In | Offer Range | Exchange |
|---|---|---|---|---|---|
| FIT | Fitness Fanatics Ltd | 2026-11-03est. | listed | $4–$6 | XNAS |
| YHTE | Primagrove Ltd | 2026-11-09 | 4d | $4–$6 | XNAS |
| BIAI | Bitari Inc | 2026-11-16 | 11d | $7–$7 | XNAS |
| RZRA | Rezera Inc. | TBA | — | $11–$13 | XNAS |
| SWA | Simwon America Corp | TBA | — | $18–$22 | XNAS |
| STA | Starton Holdings, Inc., | TBA | — | $5–$7 | XNAS |
| FMSN | Focus Media Network Limited | TBA | — | $4–$6 | XNAS |
| TRCX | Tracx Logis Ltd. | TBA | — | $18–$22 | XNAS |
| KATX | KAT Construction Services, Inc. | TBA | — | $5–$7 | XASE |
Listing-pipeline headlines
Full pipeline + S-1 tracker on IPO Radar · pre-IPO valuations and secondaries on Private Companies.
The private tape stays heavy: DeepSeek raised a $16B Series A at a $45B valuation led by China's Big Fund, Kalshi pulled in $1B at a $40B valuation, and a16z remains the most active lead with 10 deals totaling $2.11B.
| Date | Company | Event | Amount | Lead Investor |
|---|---|---|---|---|
| 2026-10-30 | DeepSeek · Technology | Series A $16,000M led by China's Big Fund (National Integrated Circuit Industry Investment | $16.0B | China's Big Fund (National Integrated Circuit Industry Investment Fund) |
| 2026-10-29 | Kalshi · Fintech | Series F $1,000M | $1.0B | — |
| 2026-10-12 | Ambi · AI | Pre-Series A $26M led by Luminous Ventures | $26M | Luminous Ventures |
| 2026-10-09 | Ultra · Robotics | Series A $50M led by Framework Ventures | $50M | Framework Ventures |
| 2026-10-09 | TypeSafe AI · AI | Series A $870M led by Andreessen Horowitz | $870M | Andreessen Horowitz |
| 2026-10-09 | Hone · AI | Seed $60M led by Benchmark | $60M | Benchmark |
| 2026-10-09 | Meticulous · Enterprise Software | Series A $15M led by Chemistry | $15M | Chemistry |
| 2026-10-09 | Kapta Space · Space | Series A $24M led by Washington Harbour Partners | $24M | Washington Harbour Partners |
Track 2,699 pre-IPO names on Private Companies · browse 280+ investor profiles · live deal tape on Deal Signals.
Bar = amount raised · click through to the company's pre-IPO page.
Where the money went — sector split
Most active lead investors (last 45 days)
Educational framework discussion of market conditions — not investment advice or a recommendation to buy or sell any security.
When the Dow gains 3.03% while the Nasdaq manages only 1.44% and Technology closes flat, the tape is telling you capital is rotating out of concentrated leadership into cyclicals and value — here into Consumer Discretionary, Financials, and Staples. Rotation days paired with sharp breadth expansion (today's +16.4 points) often mark the early phase of a rally becoming more durable, because gains no longer depend on a handful of mega-caps. The catch is sustainability: rotation only 'works' if the outgoing leaders consolidate rather than break down, which is why the flat Technology close and the -0.9% Nasdaq futures print matter more than the headline index gains. Energy down 4.74% while everything else bids is classic rotation mechanics — the money for new leadership has to come from somewhere.