International edition Finance & trade

Thursday, 5 November 2026

National Trade News

Independent coverage of global markets, trade and finance

Finance & markets

As Nvidia’s stock heads for a bear market, bargain hunters see a golden buying opportunity

National Trade News capital-markets note (2026-11-05): Markets Markets Performance Overview Indexes Market Barometers Featured Coverage Featured Podcast Markets Valuation Overview Sectors Sensitive Defensive… Primary source: original at MarketWatch (marketwatch.com).

· MarketWatch

Markets

Markets Performance Overview

Indexes

Market Barometers

Featured Coverage

Featured Podcast

Markets Valuation Overview

Sectors

Sensitive

Defensive

Markets Topics

Iran War

  • 4 Reasons To Think US Inflation Will Come Back Down

  • Energy: Flows Leaving Hormuz Accelerate, but That’ll Change as War Resumes

  • Houthi Control of Critical Chokepoint Means Oil Supply Disruptions Into 2027

  • Global Bond Selloff Extends as Rate Hike Expectations Grow

  • Global Energy Crunch Entering a ‘More Dangerous’ Phase

  • Why Are Markets Shrugging Off the Latest Jump in Oil Prices?

  • It Could Be Time to Hedge Against Inflation

  • How Much Lower Can Oil Prices Go on the Iran Peace Deal?

  • With Commodity Prices Booming, Few Mining Stocks Look Cheap

Stock Market Trends

  • Are Investors Expecting Too Much from the Stock Market?

  • October Jobs Report Seen Showing Resilient Labor Market

  • November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026

  • Best- and Worst-Performing Stocks

  • Markets Brief: Alphabet Stock’s Worst Day in History, Signs of Strain Across the AI Trade

  • He Tried Shorting Jim Cramer’s Stock Picks. It Cost Him More Than Money

  • Smart Investor: AI Sells Off, Anthropic’s IPO Outlook, and Income for Bond Investors

  • Tech Stocks Sell Off as Intel, Amazon Earnings Spook Investors

  • Weekly Market Update: Stocks Flat as Healthcare Rises, Communication Services Fall

Company Earnings

  • Alphabet Shares Are Down 10% Since Earnings. Is the Stock a Buy?

  • Berkshire Hathaway Shares Are Up 11% This Year. Is the Stock a Buy Ahead of Earnings?

  • Amazon Shares Are Up 10% Since Earnings. Is the Stock a Buy?

  • Uber Earnings: Strong Delivery Growth Helps Ease Some (but Not All) Mobility Concerns

  • Microsoft Shares Are Down 2% Since Earnings. Is the Stock a Buy?

  • Marathon Petroleum Earnings: Divestiture of Refining Assets Focuses Portfolio on Gulf Coast

  • Arista Earnings: Raising Fair Value Estimate Amid High-Speed Networking Growth

  • Alphabet Stock Sank After Earnings. Here’s What Investors May Be Missing

  • Third-Quarter Earnings Are Going Well—Unless You’re Big Tech

Interest Rates

  • Could an AI Spending Crunch Cause a Recession?

  • Why Higher Interest Rates May Mean Higher Taxes for Investors

  • The Fed Kept Rates Steady in October, but We See Cuts in 2027

  • What 7 Key Market Indicators Are Telling Investors Right Now

  • What to Expect from the October 2026 Fed Meeting

  • There Are Three Paths Forward for the AI Boom. Two of Them Lead to Lower Interest Rates

  • What’s Happening in the Markets This Week

  • Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?

  • Why Credit Risk Has Paid Off for Bond Investors

More in Markets

November Stock Market Outlook: How to Position Your Portfolio for the Remainder of 2026

The market is beginning to demand returns on AI investment, prompting a broad sector rotation.

3 Stocks to Sell and 3 Stocks to Buy for November

Plus, whether Microsoft, Alphabet, or Amphenol look attractive after earnings.

Markets Brief: Alphabet Stock’s Worst Day in History, Signs of Strain Across the AI Trade

Plus: Why retail investors haven’t been buying the dip lately.

Smart Investor: AI Sells Off, Anthropic’s IPO Outlook, and Income for Bond Investors

We wrap up our coverage of the markets and the week.

Tech Stocks Sell Off as Intel, Amazon Earnings Spook Investors

Underwhelming results have added to investor worries about AI spending.

Weekly Market Update: Stocks Flat as Healthcare Rises, Communication Services Fall

Reddit and ServiceNow were among the week’s worst performers.

What’s Happening in the Markets This Week

Earnings from Apple, Palantir, and Uber, plus October employment report.

Don’t Focus on Utilities Stocks’ Low Dividend Yields

Growth driven by demand for data centers is the real story for the sector today.

Here’s What CoreWeave’s Credit Woes Tell Investors About the AI Trade

Investors are more discerning about the winners and losers of the AI buildout, especially in the credit markets.

Don’t Overlook the Income Side of Fixed Income

Amid bond market tumult, elevated yields are contributing to returns and offering investors a nice income stream.

What 7 Key Market Indicators Are Telling Investors Right Now

US equity valuations have retreated from their recent highs, but all 7 major market indicators remain above their long-term averages.

5 Stocks to Buy Trading at Big Discounts

Plus, what recent bond market volatility means for investors.

What to Expect from the October 2026 Fed Meeting

Inflation is elevated, but central bankers likely aren’t in a hurry to hike rates.

There Are Three Paths Forward for the AI Boom. Two of Them Lead to Lower Interest Rates

Mass layoffs or a spending slowdown would likely require hefty Fed rate cuts.

Markets Brief: The AI Stock Slump Is Testing Retail Investors’ Nerves

Plus: Oil prices reached their highest in months, and signs that the AI pullback could be nearing its end.

Smart Investor: How to Hedge the AI Trade, CoreWeave’s Tumble, and the Outlook For Inflation

Weekly Market Update: Stocks Flat as Energy Rises, Communication Services Fall

Zscaler and Qualys were among the week’s best performers.

What’s Happening in the Markets This Week

Earnings from Alphabet, Microsoft, and Amazon, plus FOMC meeting.

Why Bonds Stumbled and Stocks (Mostly) Stood Strong in Q3, and What Lies Ahead for Investors

Higher yields pulled markets in different directions in the third quarter of 2026.

CoreWeave Debt Tumbles Anew as Korean Neocloud IPO Tanks

Alternative funding paths are available to highly leveraged neoclouds such as CoreWeave, analysts say.