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← The wire · Wednesday, November 4 Dow futures reverse higher after Democratic sweep; AMD, Arista gain, SpaceX, Tesla fall Democrats won Congress and key governorships. Futures reversed from initial losses to strong gains. AI stocks mixed: AMD, Arista up on earnings; SpaceX, Tesla down on political risk. 10-year yield 4.94%.
Sentiment bullish 75
Bullish · 75 of 100 Impact 80
high · market-wide Confidence 80%
high confidence · 3 wires Event developing
v3 · alerted to followers WHAT WE KNOW Democrats have at least 54 Senate seats; House likely 255 Democrats, 180 Republicans. News Calendar Reports Stocks Sign in PM +0.80% $209.70 AAPL +0.86% $334.76 LIVN +3.25% $82.50 AMD +6.25% $514.15 SMCI Last update +7.93% $33.88 Nov 4, 05:31 ET AMGN +0.58% $463.95 SWK −2.50% $102.00 CVE +0.75% $30.97 CVI −0.43% $48.39 NDAQ +0.50% $107.50 OC −3.61% $113.51 SPCX −4.64% $134.75 SNN +0.20% $30.23 Q +4.30% $124.00 DRVN −2.55% $11.00 CRWD +1.90% $249.34 RACE 0.00% $414.75 MRVL +1.44% $174.44 EG Last update +1.05% $414.90 Nov 4, 05:06 ET MSM Prev. session −0.09% $119.62 Nov 2, 16:10 ET ANET Prev. session +7.28% $182.25 Nov 3, 19:37 ET RVTY Last update +0.02% $163.52 Nov 4, 06:00 ET TALO Last update +4.66% $16.85 Nov 4, 05:41 ET LITE +1.32% $689.13 CRCL +3.54% $77.88 INTC −0.52% $60.23 GOOGL +1.51% $284.25 MSFT +2.13% $532.09 CVX −0.60% $223.91 ORCL −1.74% $124.00 PM +0.80% $209.70 AAPL +0.86% $334.76 LIVN +3.25% $82.50 AMD +6.25% $514.15 SMCI Last update +7.93% $33.88 Nov 4, 05:31 ET AMGN +0.58% $463.95 SWK −2.50% $102.00 CVE +0.75% $30.97 CVI −0.43% $48.39 NDAQ +0.50% $107.50 OC −3.61% $113.51 SPCX −4.64% $134.75 SNN +0.20% $30.23 Q +4.30% $124.00 DRVN −2.55% $11.00 CRWD +1.90% $249.34 RACE 0.00% $414.75 MRVL +1.44% $174.44 EG Last update +1.05% $414.90 Nov 4, 05:06 ET MSM Prev. session −0.09% $119.62 Nov 2, 16:10 ET ANET Prev. session +7.28% $182.25 Nov 3, 19:37 ET RVTY Last update +0.02% $163.52 Nov 4, 06:00 ET TALO Last update +4.66% $16.85 Nov 4, 05:41 ET LITE +1.32% $689.13 CRCL +3.54% $77.88 INTC −0.52% $60.23 GOOGL +1.51% $284.25 MSFT +2.13% $532.09 CVX −0.60% $223.91 ORCL −1.74% $124.00
Democrats won gubernatorial races in Texas, Georgia, and Ohio.
Dow futures +1.5%, S&P 500 futures +1.1%, Nasdaq-100 futures +1% as of 6:12 a.m. ET.
10-year Treasury yield 4.94%.
Crude oil futures declined slightly.
AMD indicated up 7%, Arista up 9%, Super Micro up 7% after-hours. FREE ACCOUNT · NO CARD The headline and the read are open. The reasons are one free account away, on every story. One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
WHY IT MATTERS •••••••••• Market transmission and exposed assets BULL / BEAR CASE •••• / •••• Competing evidence, edited together NEWS ON PRICE ••.•% reaction Confirmation versus SPY and sector WHAT TO WATCH •• catalysts The facts that can change the read How it developed 18 wires · newest first
Tue to Wed Wed 6:24 AM Stock Market Election News: Dow Futures Reverse Higher, AMD, Arista Rally After Democrats Sweep; SpaceX, TeslaAre Losers (Live) -- IBD Wed 6:24 AM Stock Market Election News: Dow Futures Reverse -2- Wed 6:12 AM Dow futures reverse higher after Democratic sweep; AMD, Arista gain, SpaceX, Tesla fall bullish 75 · impact 80 · this page Wed 6:12 AM Stock Market Election News: Dow Futures Reverse -2- Wed 6:06 AM Midterm election night: Democrats show strength, futures mixed, AI stocks in focus neutral 50 · impact 80Wed 6:06 AM Stock Market Election News: Dow Futures Reverse Higher, AMD, Arista Rally After Democrats Sweep; SpaceX, TeslaAre Losers (Live) -- IBD Tue 6:56 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD Tue 6:48 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD Tue 6:42 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD Where this story sits ringed dot is this story
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Tue 6:36 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 6:26 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 6:15 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 6:09 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 6:02 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 5:50 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 5:41 PM Stock Market Election Night: AMD, Arista Earnings Lift Tech Futures, AI Stocks (Live) -- IBD
Tue 5:32 PM Stock Market Election Night: Dow Futures, AI Stocks, Elon Musk In Focus; AMD, Arista Lead Earnings Winners(Live) -- IBD
Tue 5:05 PM Election night: Dow futures slip, tech futures rise as AMD and Arista beat estimates neutral 50 · impact 80 · first wire Swiss Inflation at 1.5%, Eurozone at 4% as Energy Costs Surge Qnity Electronics lifts 2026 adjusted free cash flow view to $800M-$900M Dollar slides after Democratic sweep as Treasury refunding looms Gold Climbs on Softer Dollar, Falling Yields After US Midterms Global Equities Roundup: Ryanair Fuel Costs, Repsol Margins, Boohoo Upgrade Stock Futures Dip, Treasurys Rally After Democratic Sweep Asian Stocks Rebound on Democratic Sweep; Chinese Shares End Higher Dollar weakens as Democrats win both chambers Marvell to buy Lumentum in $80 billion all-stock deal Pfizer beats third-quarter estimates and lifts guidance as non-Covid sales grow Ferrari lifts Full-Year Guidance Again, Order Book Extends to 2028 US midterm blue wave hits tech stocks, weakens dollar, boosts bonds oil rises as Democrats sweep Congress, iran policy uncertainty lingers Democratic Sweep of Congress Seen Pressuring Dollar, AI Stocks gold and mining stocks rise as midterm results weaken dollar Boeing directors buy shares as Avolon finalizes record 140-jet 737-10 order Torm PLC Q3 net profit USD 199m, lifts full-year TCE guidance Two-year Treasury yield hits two-month low as Democrats sweep midterms Owens Corning Q3 Sales Fall 7.3%, Miss on Earnings and Revenue Smith & Nephew guidance cut signals weak Q4 organic growth Stanley Black & Decker lifts 2026 adjusted EPS guidance to $5.95-$6.25 LivaNova lifts full-year 2026 revenue growth guidance to 9-10% constant currency LivaNova Q3 adjusted EPS $1.23, beats expectations Qnity Electronics lifts 2026 adjusted operating EBITDA view to $1.785B-$1.805B Wind and solar stocks rally as Democratic wave lifts hopes for green energy Harley-Davidson bucks leisure downturn with four quarters of sales growth S&P 500 Futures Up 1.0%; Nasdaq Futures 1.1% Higher RBA hike near certain as Australian house prices slump SpaceX and Tesla shares fall premarket after Democratic sweep Democratic sweep seen slowing AI investment, weighing on dollar Defense stocks slide after Democrats win Congress, spending fears mount AMD, Arista Jump After-Hours on AI Demand; Apple Warns on Supply Democratic sweep lifts gold, miners; dollar, yields fall dollar Falls to One-Month Low After Democratic Sweep in Midterms Democratic Sweep of Midterms Seen Limiting Fiscal Expansion, Supporting Treasurys Chunghwa Telecom Q3 revenue up 16.7%, profit and EPS top guidance range Yum: Taco Bell same-store sales strengthening after summer outbreak TotalEnergies Signs 15-Year LNG Supply Contract for 900,000 Tons/Year TotalEnergies signs HoA to supply 900,000 tons LNG per year to Jiangsu Guoxin October payrolls seen at 65,000, above 59,000 consensus Midterm voters deeply dissatisfied with Trump, inflation and U.S. direction, WSJ poll shows Dollar, Yields Fall as Democrats Lead in U.S. Midterms; gold Rises US stocks, dollar weaken as early midterm results favor Democrats E-Mini Nasdaq Futures Fall 2.4% as Midterm Races Called Democratic House majority would most affect Treasuries, economist says Eurozone inflation at 4.0% strengthens case for December ECB hike Democratic Senate win seen shielding Fed independence, Lombard Odier says Eurozone October services PMI at 51.4 E-Mini S&P, Nasdaq Futures Erase Earlier Losses Asian currencies gain as Democrats' strong midterm showing pressures dollar Dollar Index Continues to Weaken as Midterm Results Roll In Gold futures rise 2.4% to $4,033.60 a troy ounce Gold stays under pressure near $3,900 as investors await US midterm clarity Coty Extends Marc Jacobs License, Securing 40-Year Duration $SOLS 80·80 $AMD 80·80 $Q 70·70 $AMD 50·70 $RACE 80·70 $OC 25·60 $SWK 80·60 $LIVN 75·60 bullish neutral bearishlabel = ticker sentiment·impact · dot size follows impact · click a dot to open the story