Mon Nov 2 — Futures rebound after October's tech rout; ISM manufacturing and Apple earnings headline a midterm-and-jobs week

Mon Nov 2 — The relief bid fails as AI-capex fears resurface; S&P 500 -0.5% and Nasdaq -1.1% while the Dow gains 0.4% on the oil plunge; Apple and Palantir report after the close ahead of Tuesday's midterms

Fri Oct 30 — Nasdaq futures slide ~2.2% as Amazon and Intel renew the AI-capex debate; Q3 Employment Cost Index at 8:30 AM ET anchors the macro tape; S&P closed Thu at 7,720.39 (−0.30%), VIX 17.18, 10-year 4.989%.

Fri Oct 30 — The AI-capex washout deepened: Intel -28.6% and AMD -10.9% dragged the Nasdaq -2.9% to its worst day since June, SPX -1.8% to 7,580; energy led (+1.9%) on record Exxon/Chevron refining earnings while the Q3 ECI landed in-line at +0.8% and the BoJ held at 1.25% with a hawkish tilt.

Thu Oct 29 — Q3 GDP and September PCE both land at 8:30 AM ET with a hawkish-hold Fed behind them; Alphabet's earnings miss has Nasdaq futures down ~1% while Microsoft lifts the premarket; S&P closed Wed at 7,743.98 (+0.28%), VIX 16.91, 10-year ~5.04%. [Updated 8:46 ET with Q3 GDP and September PCE]

Thu Oct 29 — Alphabet's worst day on record (-12.6%) snapped the S&P's four-day win streak and Amazon/Intel fell double digits after the bell; SPX -0.3% to 7,720, Nasdaq -1.4%, but breadth was strong and small caps rallied +1.0% on in-line September PCE and a 3.4% Q3 GDP beat; the 10-year eased to 4.99% with a December Fed hike ~85% priced.

Wed Oct 28 — FOMC decision at 2:00 PM ET anchors a "Super Wednesday" as Nasdaq futures lead on SK Hynix's record chip results and oil jumps back above $101 on a Saudi refinery attack; S&P closed Tue at 7,722.60 (+0.60%), VIX 17.52, 10-year ~5.02%.

Wed Oct 28 — Fed holds at 3.75–4.00% in a 10–2 vote as stocks grind to a third straight gain; SPX +0.3% to 7,744, Nasdaq +0.3%, VIX 16.91, 10-year 5.05%, Alphabet and Microsoft report after the close.

Tue Oct 27 — Futures near flat as the FOMC opens its two-day meeting; S&P closed Mon at 7,676.77 (+0.70%), VIX 18.39, 10-year ~4.99%; durable goods 8:30 AM ET, confidence 10:00, $70B 5-year auction 1:00 PM, FOMC decision Wed Oct 28.

Tue Oct 27 — Tech leads a second straight rebound as consumer confidence jumps and crude fades; SPX +0.6% to 7,723, Nasdaq +1.2%, VIX 17.52, FOMC decision Wed Oct 28.

Mon Oct 26 — S&P futures +0.3% as crude eases from Friday's $116.72 Brent close after no Sunday strike on Iran; S&P closed Fri at 7,623.68 (−0.52%), VIX 19.45, 10-year ~4.99%; Chicago Fed at 8:30 AM ET, Dallas Fed 10:30, $69B 2-year auction 1:00 PM, FOMC decision Wed Oct 28.

Mon Oct 26 — Stocks bounce as crude fades from Friday's highs and chip names rally on an Anthropic IPO filing; SPX +0.7% to 7,677 with the FOMC decision two days out.

Fri Oct 23 — S&P futures −0.2% and Dow E-minis −0.6% after the Nasdaq's worst day since June (−2.6%) on AI-spending doubts as Meta posted its first cash outflow in a decade; Brent settled at $113.17 (+4%) and WTI topped $100 on Middle East escalation, the 10-year fell 19 bps to ~4.95% on safety flows, and the VIX closed at 19.03 (+14.1%); PMI flash at 9:45 AM ET, UMich final at 10:00, FOMC five days out.

Fri Oct 23 — A split tape: energy surges as WTI tops $103 on Middle East supply risk while tech steadies after Thursday's AI-capex selloff; SPX -0.5% to 7,624 with the FOMC decision five days out.