Market Pulse

What the stock market did today, in plain words — updated every morning and every hour while the market is open. No jargon, no advice: just what is up, what is down, and what is driving it.

Sharp, not bigger. What deserves attention right now — nothing more.

Market pulse as of 2026-11-11 07:25 CST

Updated 2026-11-11 14:51 CST — movers, news, and the VIX are live; the five signals are the morning read as of 2026-11-11 07:25 CST.

Market pulse — today’s read
The market is leaning up today
Technical read: Choppy / no trend, mildly positive
The market is leaning up today — more signs point up than down, but not strongly.
−1 · down0 · flat+1 · up
The pulse is one number that sums up the whole market, from -1 (everything pointing down) to +1 (everything pointing up). 0 means no direction at all. +0.24 is a moderate lean up.
Pulse score: +0.24
Built from the 12 sector reads as of 2026-11-11 14:52 CST
Global signals read: +0.04 — agrees with the sector read.
The five signals

Five checks are the cross-check on the pulse — whether the market is trending, what the news sounds like, how many big companies are up, how nervous investors are, and how the market has done over the last five days. Each one scores from -1 to +1. The pulse itself is built from the 12 sector reads; these five are the independent check on it.

RegimeADX 16.9 · Choppy / no trend
ADX 16.9, trend down
Source: SPY daily OHLC, Yahoo Finance; ADX(14) + 10/30 MA direction
Sentiment+0.19 · Neutral
65 articles, 16 leaning; top positive: Apple Clears Major Hurdle as AI Push Gains Momentum; top negative: QUICK SPARK: SPY, QQQ Attract $9B as ETF Investors Shrug Off Volatility Worries
Source: Finnhub company news (SPY/QQQ/AAPL), lexicon-scored
Breadth50.0% · Mixed
12 of 24 up on the day
Source: 24-stock universe, Yahoo Finance daily closes
Volatility17.51 · Normal
VIX 17.51 (live)
Source: VIX (^VIX), Yahoo Finance — live quote
Momentum-0.59% · Flat
SPY -0.59% over 5 days
Source: SPY 5-day return, Yahoo Finance

Today’s takeaway

The market is leaning up today (pulse +0.24). CoreWeave is up 24% today, the biggest gainer; Boyd Group Services is down 13.1% today, the biggest loser. The big story is "Nvidia Just Had Its Worst 5 Days Since 2022, Worse Than the DeepSeek Crash".

Market news

The stories behind the pulse — what moved, what matters, and what is happening in the market. Updated 2026-11-11 14:52 CST; tap a headline to read the full story.

NVDAYahoo · Nov 11, 1:27 PM · ▼ bearish
A board investigation into Jensen Huang, a report on billions in chips reaching China, and a hot inflation print hit Nvidia at once. Analysts still see enormous upside, so who is misreading the market before November 17…
CRWVYahoo · Nov 11, 12:53 PM · ▲ bullish
Bloom Energy rode the wave of positive sentiment following CoreWeave's stellar earnings report.
MarketYahoo · Nov 11, 11:08 AM · ▲ bullish
Teradyne stock jumped Wednesday after a Wall Street analyst initiated coverage of the semiconductor equipment firm with a bullish report.
MarketYahoo · Nov 11, 10:55 AM · ▲ bullish
October sales jumped 59.7% year over year, and TSMC's investment arm joins Anthropic's IPO placement with $500 million.
NVDAYahoo · Nov 11, 9:39 AM · ▼ bearish
Baird Tech Strategist Ted Mortonson joins Yahoo Finance Executive Editor Brian Sozzi to discuss downgrading Nvidia (NVDA) to a Neutral rating and how it could be affected by espionage-related investigation risks involvi…
CRWVYahoo · Nov 11, 9:37 AM · ▲ bullish
Key TakeawaysSeagate shares rose 10% today after CoreWeave beat estimates and raised its 2026 guidance. The selloff in Seagate and Western Digital went well beyond any slowdown in AI storage demand.
MarketYahoo · Nov 11, 9:21 AM · ▲ bullish
The tech-heavy Nasdaq jumps Wednesday as CoreWeave surges on earnings. Nvidia stock rebounds.
MarketYahoo · Nov 11, 7:46 AM · ▲ bullish
Tech futures jump Wednesday as CoreWeave surges on earnings. Nvidia stock rebounds premarket.
RGTIYahoo · Nov 11, 7:24 AM · ▼ bearish
Rigetti reported a bigger than expected Q3 adjusted loss as revenue also missed. Quantum computing stocks have struggled in 2026.
BGSIBenzinga · Nov 11, 1:09 AM · ▼ bearish
Boyd Group Services (TSX:BYD) reported quarterly earnings of $0.68 per share which missed the analyst consensus estimate of $0.85 by 20 percent. This is a 18.07 percent decrease over earnings of $0.83 per share from the
Companies to watch

Today’s biggest movers so far — what’s doing well and what’s doing bad, as of 2026-11-11 14:51 CST. They update every hour during market hours. The reason each one is flagged is shown, so the list can be checked, not trusted blindly.

Source: Yahoo day-gainers/day-losers screener (intraday) · as of 2026-11-11 14:51 CST

Doing well

1. CRWV$60.42
today +23.99% · 5 days +24.78%
  • up 24.8% in 5 days
  • up 24.0% today
  • news leans positive (+0.70, 40 articles)
“Bloom Energy stock surges as CoreWeave earnings spur rally in power stocks”
News sentiment +0.70 (40 leaning articles)
2. AZTA$49.27
today +21.71% · 5 days +25.87%
  • up 25.9% in 5 days
  • up 21.7% today
  • news leans positive (+1.00, 3 articles)
“Azenta (NASDAQ:AZTA) Q4 Earnings Beat Revenue and EPS Consensus, Shares Rise After Hours”
News sentiment +1.00 (3 leaning articles)
3. AXTI$46.70
today +18.80% · 5 days -1.77%
  • up 18.8% today
“AXT (AXTI) Stock Seems Reasonably Valued As Record Revenue Reshapes Earnings”
News sentiment +1.00 (1 leaning articles)
4. EQPT$15.84
today +17.03% · 5 days +5.04%
  • up 5.0% in 5 days
  • up 17.0% today
  • news leans positive (+0.52, 5 articles)
“EquipmentShare.com Inc (EQPT) (Q3 2026) Earnings Call Highlights: Revenue Surges 55% to Nearly ...”
News sentiment +0.52 (5 leaning articles)
5. RUM$5.97
today +16.93% · 5 days +16.93%
  • up 16.9% in 5 days
  • up 16.9% today
“Rumble Q3 EPS $(0.19) Misses $(0.12) Estimate, Sales $96.577M Beat $89.103M Estimate”
News sentiment -0.03 (2 leaning articles)

Doing bad

1. BGSI$76.89
today -13.12% · 5 days -14.82%
  • down 14.8% in 5 days
  • down 13.1% today
  • news leans negative (-1.00, 2 articles)
“Boyd Group Services Q3 Adj. EPS $0.68 Misses $0.85 Estimate, Sales $1.013B Miss $1.021B Estimate”
News sentiment -1.00 (2 leaning articles)
2. TTEK$37.30
today -8.24% · 5 days -8.89%
  • down 8.9% in 5 days
  • down 8.2% today
3. RGTI$11.15
today -8.19% · 5 days -0.49%
  • down 8.2% today
  • news leans negative (-0.63, 12 articles)
“Rigetti Computing falls on revenue miss and weaker-than-expected guidance”
News sentiment -0.63 (12 leaning articles)
4. MIR$17.78
today -7.66% · 5 days -1.03%
  • down 7.7% today
5. ZYME$29.17
today -7.26% · 5 days -5.70%
  • down 5.7% in 5 days
  • down 7.3% today
“Zymeworks Inc. (ZYME) Misses Q3 Earnings Estimates”
News sentiment -0.05 (2 leaning articles)
What’s comingNext: NBIS Nov 12 · SEPN Nov 25 · AZTA Feb 02

What the market expects next — the analysts’ consensus rating and the next scheduled earnings date for the day’s movers. These are analyst expectations and scheduled earnings, not predictions or recommendations. No analyst price target is shown — a target is not a prediction, and the free sources do not provide one (Finnhub’s price-target endpoint is a paid feature; Yahoo’s needs a login). This dashboard adds no buy or sell advice of its own. Projections as of 2026-11-11 12:01 CST; they update each morning.

NBIS (Mover)$158.50
Analyst consensus: Buy · 8 strong buy, 13 buy, 9 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Nov 12 (tomorrow) · before open · EPS est $-0.70 · Rev est $925.7M
SEPN (Mover)$47.67
Analyst consensus: Strong Buy · 5 strong buy, 10 buy, 1 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Nov 25 (in 14 days) · EPS est $-0.42 · Rev est $21.2M
AZTA (Mover)$49.94
Analyst consensus: Buy · 3 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Feb 02 (in 83 days) · EPS est $0.10 · Rev est $157.5M
MIR (Mover)$18.02
Analyst consensus: Strong Buy · 4 strong buy, 9 buy, 2 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Feb 08 (in 89 days) · after close · EPS est $0.21 · Rev est $351.8M
AAOI (Mover)$57.62
Analyst consensus: Buy · 2 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Feb 24 (in 105 days) · EPS est $0.51 · Rev est $407.0M
CRWV (Mover)$61.32
Analyst consensus: Buy · 11 strong buy, 26 buy, 13 hold, 1 sell, 1 strong sell (as of 2026-11-01)
Next earnings: Feb 26 (in 107 days) · EPS est $-0.56 · Rev est $4.8B
ZYME (Mover)$29.41
Analyst consensus: Strong Buy · 7 strong buy, 11 buy, 1 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Mar 01 (in 110 days) · after close · EPS est $-0.33 · Rev est $62.2M
LEGN (Mover)$19.16
Analyst consensus: Buy · 5 strong buy, 11 buy, 6 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: Mar 08 (in 117 days) · after close · EPS est $0.03 · Rev est $391.4M
AXTI (Mover)$48.59
Analyst consensus: Strong Buy · 3 strong buy, 6 buy, 2 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: no earnings scheduled in the next 120 days
COGT (Mover)$29.59
Analyst consensus: Strong Buy · 8 strong buy, 8 buy, 2 hold, 0 sell, 0 strong sell (as of 2026-11-01)
Next earnings: no earnings scheduled in the next 120 days

Sectors

Every sector at a glance — tap one to see its movers and top stories. Each sector lists its own niche sources. Sector read as of 2026-11-11 14:52 CST; movers, news, and breadth refresh every hour during market hours.

TechnologyFlat -0.16 · 8/10 up · ORCL +8.65% · MSFT -2.48% · ▼ Strongly negative

Technology is flat today.

−1 · down0 · flat+1 · up

Breadth 8 of 10 up (Broad advance) · Momentum (XLK) -1.15% over 5 days (Down) · Sentiment -0.57 (Strongly negative) · Sector score -0.16 (Mixed)

Doing well

ORCL$128.19
today +8.65%
“CoreWeave Surges 16% as Beat-and-Raise Quarter Eases Financing Fears; Nebius Gains 13%, Oracle Advances 5%”
News sentiment +0.52
AMD$553.15
today +7.36%

Doing bad

MSFT$519.94
today -2.48%
“IREN Sinks 10% as Analyst Target Cuts Pile Up After Microsoft Delay; Cipher Digital Falls 6%, TeraWulf Slides 2%”
News sentiment -0.90
ACN$253.17
today -2.07%

Top stories

MSFTYahoo · Nov 11, 11:45 AM · ▼ bearish
Wall Street sees Microsoft's data center spending as a cash bonfire, and the stock keeps sliding. One overlooked figure on the balance sheet changes how that spending looks, and it explains why one investor keeps buying…
MSFTThe Register · Nov 11, 8:55 AM · ▼ bearish
KB5132061 throws 0x800F0993 and 0x800F0989 errors, and Redmond is saying nothing
ORCLYahoo · Nov 11, 8:03 AM · ▲ bullish
Credit markets had flashed distress signals on CoreWeave just days before earnings. Then its CEO made a bold pledge about how the company will pay for its AI buildout, and the neocloud group took notice. Can the promise…

Sector sources

The Register — Business tech and computer industry news

Ars Technica — In-depth tech and science news

The Next Platform — Big computers and data center news

Also: Finnhub for company news, Yahoo Finance for prices.

Health CareFlat +0.15 · 5/10 up · AMGN +0.60% · ABT -0.46% · ▲ Positive

Health Care is flat today.

−1 · down0 · flat+1 · up

Breadth 5 of 10 up (Mixed) · Momentum (XLV) -0.23% over 5 days (Flat) · Sentiment +0.45 (Positive) · Sector score +0.15 (Mixed)

Doing well

AMGN$468.03
today +0.60%
“Amgen vs. Regeneron: Higher Dividends Now or Bigger Growth Later?”
News sentiment +0.45
LLY$1,439.16
today +0.48%

Doing bad

ABT$109.95
today -0.46%
UNH$403.38
today -0.43%

Top stories

Health CareSTAT News · Nov 11, 1:44 PM · ▲ bullish
Drug companies seem to be looking for workarounds to protect their U.S. sales against Trump's "most-favored nations" policy:
AMGNYahoo · Nov 11, 9:24 AM · ▼ bearish
Amgen (NASDAQ:AMGN) announced that its investigational treatment dazodalibep met the primary endpoint in the Phase 3 OASIZ-301 clinical trial, demonstrating statistically significant reductions in systemic disease activ…
Health CareSTAT News · Nov 11, 8:34 AM · ▲ bullish
Incoming Democratic chairs of key congressional committees have taken a new step toward investigating most-favored nation drug pricing agreements

Sector sources

STAT News — Health and medicine news

BioPharma Dive — Drug company and biotech news

Endpoints News — Biotech industry news

Also: Finnhub for company news, Yahoo Finance for prices.

FinancialsLeaning up +0.28 · 8/10 up · GS +1.81% · AXP -0.34% · ▲ Strongly positive

Financials is leaning up today.

−1 · down0 · flat+1 · up

Breadth 8 of 10 up (Broad advance) · Momentum (XLF) -1.01% over 5 days (Down) · Sentiment +0.74 (Strongly positive) · Sector score +0.28 (Positive)

Doing well

GS$926.64
today +1.81%
“Goldman Sachs (GS) Sees Strong Demand For AI Infrastructure Financing”
News sentiment +0.72
C$124.32
today +1.68%

Doing bad

AXP$322.38
today -0.34%
“American Express (AXP) Unveils Sports Rewards Card Tied To Fan Loyalty”
News sentiment +1.00
WFC$85.74
today -0.02%

Top stories

GSYahoo · Nov 11, 12:11 PM · ▲ bullish
Micron stock climbs Wednesday, but Goldman Sachs says its rivals could offer better value.
GSYahoo · Nov 11, 7:41 AM · ▲ bullish
Key TakeawaysGoldman Sachs analysts see Anthropic’s revenue reaching about $685 billion by 2030. Goldman is co-leading Anthropic’s IPO.
FinancialsFinextra · Nov 11, 6:45 AM · ▼ bearish
With the majority of scams originating on social media and messaging apps, a new Biocatch survey of 100 fraud management, AML and compliance team leaders at banks in Indonesia has found that social engineering scams rem…

Sector sources

Banking Dive — Banking industry news

Finextra — Money technology news

Payments Dive — Card and payment industry news

Also: Finnhub for company news, Yahoo Finance for prices.

Consumer DiscretionaryLeaning down -0.20 · 3/10 up · TSLA +2.55% · MCD -2.06% · ▲ Positive

Consumer Discretionary is leaning down today.

−1 · down0 · flat+1 · up

Breadth 3 of 10 up (Mostly down) · Momentum (XLY) -1.19% over 5 days (Down) · Sentiment +0.30 (Positive) · Sector score -0.20 (Negative)

Doing well

TSLA$389.48
today +2.55%
“SPCX Stock Climbs Overnight: Tesla Influencer Presses Texas Governor-Elect — Analyst Sees 10,000 AI Racks In Space By 2028”
News sentiment +0.22
BKNG$160.05
today +0.50%

Doing bad

MCD$276.36
today -2.06%
“McDonald's Expands Uber Partnership: Can It Drive More Growth?”
News sentiment +0.69
AMZN$265.87
today -1.85%

Top stories

TSLAYahoo · Nov 11, 11:48 AM · ▼ bearish
Finland just handed Tesla a green light for its driver-assistance software, but the fine print on speed settings and a pending EU committee vote could shape what comes next. Meanwhile, two rivals are heading in a differ…
MCDYahoo · Nov 11, 11:22 AM · ▲ bullish
UBER's expanded McDonald's partnership across 14 markets aims to boost delivery volumes, accelerate Uber Direct adoption and strengthen customer engagement.
Consumer DiscretionaryRetail Dive · Nov 11, 10:23 AM · ▲ bullish
The company is also encouraging consumers to personalize their shopping journeys via artificial intelligence.

Sector sources

Retail Dive — Store and shopping news

Electrek — Electric car news

Modern Retail — News about shopping brands and online stores

Also: Finnhub for company news, Yahoo Finance for prices.

Communication ServicesClearly up +0.78 · 9/10 up · MTCH +4.17% · META -1.45% · ▲ Strongly positive

Communication Services is clearly up today.

−1 · down0 · flat+1 · up

Breadth 9 of 10 up (Broad advance) · Momentum (XLC) +3.56% over 5 days (Strong up) · Sentiment +0.54 (Strongly positive) · Sector score +0.78 (Strong)

Doing well

MTCH$41.60
today +4.17%
TTWO$232.14
today +3.34%

Doing bad

META$632.06
today -1.45%
“Billionaire David Rubenstein Passed On Facebook’s $30K Startup Pitch, Sold Amazon Before Billions In Gains. 'I Didn’t Take It Seriously'”
News sentiment +0.39

Top stories

Communication ServicesVariety · Nov 11, 2:45 PM · ● neutral
I’m not in the business of second-guessing movie-studio executives. But after yesterday’s bombshell announcement that James Gunn and Peter Safran would be stepping down as the CEOs and chairman of DC Studios, I flashed…
METAYahoo · Nov 11, 9:08 AM · ▼ bearish
Two retirees have swapped out their card numbers 16 times in two years, and the leaks keep coming. Their daughter's fix sounds sensible, but the math shows why it misses the real problem draining their shrinking annuity.
METAYahoo · Nov 11, 8:00 AM · ▲ bullish
In June, entertainment technology company and studio Cineverse (Nasdaq: CNVS) recorded its highest-ever gross revenue from social video in a single month, up 82% from the biggest month in 2025. Now a multi-million dolla…

Sector sources

Variety — Movies, TV, and show business news

The Hollywood Reporter — Movies and TV industry news

RCR Wireless — Mobile phone network news

Also: Finnhub for company news, Yahoo Finance for prices.

IndustrialsLeaning up +0.38 · 8/10 up · CAT +3.13% · MMM -0.29% · ▲ Strongly positive

Industrials is leaning up today.

−1 · down0 · flat+1 · up

Breadth 8 of 10 up (Broad advance) · Momentum (XLI) +0.95% over 5 days (Flat) · Sentiment +0.55 (Strongly positive) · Sector score +0.38 (Positive)

Doing well

CAT$602.87
today +3.13%
“Caterpillar Inc. (CAT) Posted a Record $20 Billion Quarter: Is the AI Power Boom Fueling Its Next Growth Phase?”
News sentiment +0.33
GE$342.45
today +1.34%

Doing bad

MMM$188.82
today -0.29%
“Can 3M Sustain Operating Margin Momentum Amid Sales Growth?”
News sentiment +1.00
HON$227.66
today -0.25%

Top stories

CATYahoo · Nov 11, 1:00 PM · ▼ bearish
Bank of America has maintained its 'buy' rating on Caterpillar Inc (NYSE:CAT, XETRA:CAT) despite warning that its valuation could fall further as uncertainty over data centre investment persists. The bank noted that Cat…
MMMYahoo · Nov 11, 11:00 AM · ▲ bullish
MMM's operating margin gains reflect strong sales growth, productivity improvements and operational leverage, while its 2026 outlook signals continued momentum.
IndustrialsFreightWaves · Nov 11, 8:39 AM · ▲ bullish
Intermodal hits record mark as U.S. railroads see volumes increase across much of the freight economy, says AAR. The post US rail traffic hits intermodal record as October freight gains signal economic resilience, says…

Sector sources

Supply Chain Dive — Shipping and supply chain news

FreightWaves — Trucking and freight news

Manufacturing Dive — Factory and manufacturing news

Also: Finnhub for company news, Yahoo Finance for prices.

Consumer StaplesFlat +0.12 · 3/10 up · COST +1.79% · KMB -1.81% · ▲ Strongly positive

Consumer Staples is flat today.

−1 · down0 · flat+1 · up

Breadth 3 of 10 up (Mostly down) · Momentum (XLP) -0.61% over 5 days (Flat) · Sentiment +0.76 (Strongly positive) · Sector score +0.12 (Mixed)

Doing well

COST$1,085.24
today +1.79%
“Costco Stocks Rise 1.62% After Record $30 Special Dividend Worth $13.3 Billion”
News sentiment +0.66
KO$97.81
today +0.93%

Doing bad

KMB$108.75
today -1.81%
“Jim Cramer’s Charitable Trust Added Kimberly-Clark. What Does the Kenvue Deal Mean for Its Dividend?”
News sentiment +1.00
GIS$34.10
today -1.45%

Top stories

KMBYahoo · Nov 11, 1:51 PM · ▲ bullish
Key TakeawaysKimberly-Clark closed its Kenvue acquisition on Nov. 2, while Colgate-Palmolive raised its 2026 earnings outlook on Oct.
COSTYahoo · Nov 11, 12:43 PM · ▲ bullish
Costco also renewed its $4 billion buyback, with the special payout going to holders of record on November 24.
Consumer StaplesFood Dive · Nov 11, 10:00 AM · ▼ bearish
A regulator ruled the tie-up could harm competition and is requiring the companies to address concerns or face a more in-depth investigation.

Sector sources

Food Dive — Food company news

Grocery Dive — Grocery store news

Restaurant Dive — Restaurant industry news

Also: Finnhub for company news, Yahoo Finance for prices.

EnergyClearly up +0.60 · 10/10 up · VLO +3.98% · ▲ Strongly positive

Energy is clearly up today.

−1 · down0 · flat+1 · up

Breadth 10 of 10 up (Broad advance) · Momentum (XLE) -0.33% over 5 days (Flat) · Sentiment +0.81 (Strongly positive) · Sector score +0.60 (Strong)

Doing well

VLO$364.68
today +3.98%
“3 Reasons Why Growth Investors Shouldn't Overlook Valero Energy (VLO)”
News sentiment +1.00
MPC$402.43
today +3.31%

Top stories

EnergyOil & Gas 360 · Nov 11, 2:30 PM · ▲ bullish
(Oil & Gas 360) – ADNOC Gas reported a sharp recovery in third-quarter earnings, with net income doubling to $1.34 billion […]
VLOYahoo · Nov 11, 10:45 AM · ▲ bullish
Valero Energy (VLO) is well positioned to outperform the market, as it exhibits above-average growth in financials.
OXYYahoo · Nov 11, 9:47 AM · ▲ bullish
OXY sets a $6 billion debt target after $10.4 billion in 2026 reductions, with 2027 cash flow gains, capital spending and buybacks in focus.

Sector sources

Oil Gas Daily — Daily oil and gas news

Oil & Gas 360 — Oil and gas company news

RBN Energy — Oil, gas, and pipeline market reports

Also: Finnhub for company news, Yahoo Finance for prices.

MaterialsFlat -0.03 · 7/10 up · DOW +3.35% · NEM -1.23% · ● Neutral

Materials is flat today.

−1 · down0 · flat+1 · up

Breadth 7 of 10 up (Broad advance) · Momentum (XLB) -1.70% over 5 days (Down) · Sentiment +0.00 (Neutral) · Sector score -0.03 (Mixed)

Doing well

DOW$32.53
today +3.35%
FCX$62.23
today +3.18%

Doing bad

NEM$118.48
today -1.23%
“Newmont Stock Up 26% YTD: Should You Buy, Sell or Hold the Stock?”
News sentiment +0.00
SHW$354.19
today -0.32%

Top stories

MaterialsSteel Market Update · Nov 11, 1:54 PM · ▲ bullish
In this week's Market Chatter, steel buyers point to tight supply and steady demand as reasons sheet prices could keep rising, with many expecting HRC to reach $1,400-1,449 per short ton in two months. Views on when the…
MaterialsMining.com · Nov 11, 5:59 AM · ▼ bearish
Analysts forecast shifting global production rankings as project delays and financing risks cloud future supply.
MaterialsMetalMiner · Nov 11, 12:00 AM · ▼ bearish
MetalMiner’s Market Signal handles supply chain disruptions with its modeling capabilities through structured what-if and policy-event scenarios. For each supported scenario shock, the run returns a baseline fan and a s…

Sector sources

Mining.com — Mining and metals news

Steel Market Update — Steel price and market news

MetalMiner — Metal price news for buyers

Also: Finnhub for company news, Yahoo Finance for prices.

Real EstateLeaning up +0.23 · 6/10 up · EQIX +1.89% · WELL -0.22% · ▲ Strongly positive

Real Estate is leaning up today.

−1 · down0 · flat+1 · up

Breadth 6 of 10 up (Mostly up) · Momentum (XLRE) -1.16% over 5 days (Down) · Sentiment +1.00 (Strongly positive) · Sector score +0.23 (Positive)

Doing well

EQIX$1,069.80
today +1.89%
“Equinix Has Negative Free Cash Flow. So How Is Its Dividend Still Covered?”
News sentiment +1.00
SPG$235.26
today +0.33%

Doing bad

WELL$247.11
today -0.22%
“RBC Capital Maintains Outperform on Welltower, Raises Price Target to $266”
News sentiment +1.00
CCI$89.15
today -0.22%

Top stories

EQIXYahoo · Nov 11, 7:48 AM · ● neutral
Investing.com -- Deutsche Bank analysts believe the recent post-election sell-off in data center stocks has been overdone, with Equinix emerging as the firm’s top pick in the sector.
EQIXYahoo · Nov 11, 7:17 AM · ▲ bullish
A company famous for storing paper boxes now funds its shareholder payouts with server halls. Income investors should weigh how Iron Mountain stacks up against Digital Realty and Equinix, and which balance sheet figure…
Real EstateHousingWire · Nov 10, 3:58 PM · ▲ bullish
Mamdani says COPA can deter predatory investors, while rent freeze and 2019 rent law lawsuits continue

Sector sources

HousingWire — Housing and home loan news

Commercial Observer — Business property news

Inman — Home buying and selling news

Also: Finnhub for company news, Yahoo Finance for prices.

UtilitiesFlat -0.11 · 4/10 up · AEP +0.93% · PCG -1.17% · ● Neutral

Utilities is flat today.

−1 · down0 · flat+1 · up

Breadth 4 of 10 up (Mostly down) · Momentum (XLU) +0.41% over 5 days (Flat) · Sentiment -0.14 (Neutral) · Sector score -0.11 (Mixed)

Doing well

AEP$129.03
today +0.93%
“How Many Shares of Consolidated Edison, Duke Energy or AEP Pay $1,000 a Month in Dividends?”
News sentiment +1.00
XEL$80.81
today +0.87%

Doing bad

PCG$13.07
today -1.17%
D$67.90
today -0.69%

Top stories

UtilitiesUtility Dive · Nov 11, 11:07 AM · ▼ bearish
The offering gives Constellation “a new way to pair the existing fleet with incremental capacity” by adding batteries, generation and demand response, CEO Joe Dominguez said.
PCGUtility Dive · Nov 11, 6:47 AM · ▼ bearish
The October order also directed PG&E, SCE and SDG&E to “more explicitly” consider flexible demand, a move one regulator said could reduce interconnection delays.
AEPYahoo · Nov 10, 4:20 PM · ▲ bullish
Key TakeawaysAt today’s prices, $1,000 a month in dividends takes 3,381 shares of Consolidated Edison, 2,765 of Duke Energy or 3,093 of American Electric Power. Duke Energy’s 3.

Sector sources

Utility Dive — Power and water company news

Power Magazine — Power plant and electricity news

RTO Insider — Electric grid and power market news

Also: Finnhub for company news, Yahoo Finance for prices.

Aerospace & DefenseClearly up +0.80 · 8/10 up · TDG +1.66% · TXT -1.05% · ▲ Strongly positive

Aerospace & Defense is clearly up today.

−1 · down0 · flat+1 · up

Breadth 8 of 10 up (Broad advance) · Momentum (ITA) +3.39% over 5 days (Strong up) · Sentiment +0.80 (Strongly positive) · Sector score +0.80 (Strong)

Doing well

TDG$1,245.84
today +1.66%
“TransDigm Gr Q4 Adj. EPS $12.44 Beats $12.21 Estimate, Sales $2.988B Beat $2.947B Estimate”
News sentiment +0.80
HEI$349.37
today +1.24%

Doing bad

TXT$85.91
today -1.05%
HII$313.29
today -0.09%

Top stories

Aerospace & DefenseBreaking Defense · Nov 11, 9:39 AM · ● neutral
The move “comes amid broader efforts to stabilize the region and potentially establish a new regional security architecture based on greater regional ownership and responsibility,” according to defense analyst Ali Bakir.
TDGYahoo · Nov 11, 3:05 AM · ▲ bullish
TransDigm Group Inc (TDG) closed fiscal 2026 with revenue and EBITDA above guidance, record buybacks, and a confident fiscal 2027 outlook despite acquisition-related margin dilution.
TDGYahoo · Nov 10, 11:14 PM · ● neutral
Transdigm Group (NYSE:TDG) expects revenue to grow about 14% in fiscal 2027, as the aerospace parts supplier bets on continued commercial aircraft production increases, aftermarket demand and a strong defense backlog. T…

Sector sources

Defense News — Military and defense news

Breaking Defense — Defense and weapons news

SpaceNews — Space and satellite news

Also: Finnhub for company news, Yahoo Finance for prices.