📉 TL;DR — What Moved, What Didn’t
Tech kicked off November with a pop after Amazon’s $38B pact with OpenAI, but gains faded as investors weighed spending and rates. By Wednesday, small caps bounced while mega-cap tech steadied; the S&P 500 is down week-to-date.
The 10-year yield hovered near ~4.15% and the dollar firmed, keeping gold in check. Bitcoin briefly slipped below $100K midweek on ETF outflows before recovering. Volatility rose from Monday’s levels but eased into Wednesday’s close.
Quick Levels → Week-to-date change
S&P 500: 6,796.29 | ↓0.64%
Nasdaq 100: 25,620.03 | ↓0.92%
Dow: 47,311.00 | ↓0.53%
Russell 2000: 2,464.78 | ↓0.59%
Gold/oz: $4,005 | ↑0.06%
Bitcoin (BTC): $103,118 | ↓6.76%
DXY (U.S. Dollar Index): 100.17 | ↑0.45%

🚀 Top Movers This Week
Source: Getty Images
Kenvue (KVUE): ↑12.94% — Spiked on report of a Kimberly-Clark takeover plan, lifting consumer staples niche.
Toast (TOST) ↑7.97% — Q3 revenue beat, ARR* topped $2B, ~7,500 net new locations.
Eli Lilly (LLY): ↑7.30% — Obesity-drug momentum: new $3B plant and policy chatter boosted sentiment.
Super Micro (SMCI): ↓19.11% — Post-earnings drop on margin pressure even as guidance moved higher.
Palantir (PLTR): ↓6.27% — raised outlook on strong AI demand, yet valuation hangover, broad tech weakness, and headlines on Michael Burry’s $912M bearish position pressured sentiment.


