Stock Market Weekly update -Oct 4, 2026

 As we closed out the 3rd Quarter, the Nasdaq rallied for a 3rd week, finally closing at a new all time high, while the SPX was mostly flat, and while the DOW & Small-caps retreated for a 7th week -huge divergence! Long term Interest rates shot up for yet another week, along with the US Dollar. Gold pulled back for yet another week, as did Oil.  AMD had another rally week, closing at an all time high again. MU saw little reaction after a stellar earnings report.  Semis rallied for a 3rd  week though.  MCD dropped to another multi-month low, and NKE dropped to a multiyear low after earnings! The monthly Jobs report came in at 29,000 jobs added, much weaker than expected.

Stocks rise Friday after soft jobs data, Nvidia leads Nasdaq to intraday record

10-year Treasury yield ticks higher despite weaker-than-expected jobs report


The week ahead:  Quiet week?

-continuing to watch Interest rates.

Schwab Weekly Trader's Outlook  

Edward Jones recap


10 year Interest rate - trending up since Feb, up again to 5.28%

US Dollar -  up for a 3rd week to 101.92

Gold - trending down for 6 weeks to $4143 

Oil - down for a 3rd week closing at $91.25

Bitcoin  - mostly flat at around 84k

National debt  -around $40.20T …also here 

CPI  Rate

 

New all time Highs:  AMD, HPE, CRWD, PANW, FTNT, NTAP, LITE, 

  -ALL time Lows:   

Pops & Drops/5 day movers:  Pops: KOD, PACB,    Drops:   FICO

Percent of S&P 500 stocks above the 50 day MA:  Dropped again from 26% to 25% -dropping since July



Mon

Tue

Wed

Thu

Fri

Earnings


STZ


PEP. NG

DAL

Events








The Markets: Nasdaq is leading, closing at new all time high!

The DOW & Small-caps are still in a multi-week downtrend though…

Expected SPX move for the week ahead (based on Options):  + -85



SPX  SPY weekly - still stuck in a range since the initial pop in the 1st week of Aug.



Small-caps -trending down for 7 weeks -likewise for the DOW




Interest rate (10yr) - popped higher again for the week, now holding above 5.25%




Stocks last MONTH - 

Also here



Sectors last week  -



Options watch:   High IV (Implied Volatility) stocks -link   

Options Open Interest charts:

High Options volume:  

ETFs

SPY, QQQ, IWM, SMH, VIX -also SPX index

Stocks

Mag7 & others   (most active, or here)


Smaller size Futures contracts:

CME Group to Expand Retail Access to Four Leading Benchmarks with E-nano Equity Index Futures

1-Ounce Gold (1OZ) futures are now trading 24/7  (specs)

More charts/Data:    


9/27: Rates are up 10x since 2020!



MRNA -up almost 10x this year!! Also being added to the Nasdaq100



GRAL -Why Grail Stock Skyrocketed Nearly 70% In A Week



FICO -quite a beating for Fair Isaac, after a huge run up! (10yr chart)



XLF -Financials have been dropping for 4 weeks



General Mills -approaching GFC levels (2009)!



9/20: Crypto Altcoins:  showing huge  gains recently! (select the 7 day range)



TWST -Twist Bioscience Corp



PACB -Pacific Biosciences 




09/11: link




S&P 500 Total Percent Returns calendar  


Name


Feb 2025

04/27

06/30

01/04/26

03/01


Solana

SOL

192.00

149.30

149.60

134.50

84.00


Chainlink

LINK

18.35

14.48

13.28

13.40

8.80


Uniswap

UNI

9.60

5.57

6.98

5.90

3.75


SUI

SUI

3.45

3.55

2.77

1.70

0.90


ONDO

ONDO

1.32

0.95

0.75

0.44

0.26


Avalanche

AVAX

-

-

-

14.00

9.00


Feb 2025:   5 Cryptos to watch in 2025, 2026

10/12/25:   Added AVAX, 11/23 This recent dip may be a good opportunity to buy/add

02/15/26: Buy the dips here? 06/30/26 -still near recent lows! 

09/06/26 -finally getting some traction


Links...



Top sites


Stocks/News:  

Bonds suffer bruising September, but stocks remain resilient

Coherent Jumps 10% on PhotonLink Push and Bernstein's Outperform Start; Lumentum Rises 9%, Corning Advances 3%

Rocket Lab (RKLB) Stock Fair Value Edges Lower As Neutron And Deal Risks Weigh

Gold struggles as elevated US Treasury yields outweigh dovish Fed repricing

UK EV sales surge 36% to record 99,199 as Tesla Model 3 leads

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance

Tesla's car business back on growth path as deliveries beat forecasts

Astronauts arrive at International Space Station on the quickest US express flight yet

FedEx believes $300M electric truck spend will save them $800M in diesel

Walmart digital price labels are coming to every store shelf in U.S. by end of 2026

Up to 25 million Trump Accounts could be funded by mid-October, IRS CEO Frank Bisignano says

Robinhood Markets Unveils 24/7 Trading, Perpetual Futures and AI Agents

Robinhood Plans to Let Customers Trade Stocks on Weekends…

Crypto/Blockchain:    -Global Market Cap: Now around  $2.9 Trillion  

Stablecoin issuers have replaced 40% of China’s lost US Treasury demand

UK's largest retail bank Lloyds, Visa complete live stablecoin settlement pilot

$2.8 trillion Citigroup just partnered with Coinbase, opening stablecoin payments to 90% of the world's top eCommerce companies.

Analyst Sees Bitcoin Path to $97K as Weak Jobs Data Shift Fed Odds

Solana ETFs Overtake XRP Funds With $1.91 Billion in Assets

Powerus went public Thursday. By Friday, its shares were on Solana

Crypto gainers and losers: Quant jumps 158%, Lighter sinks

What makes XRP different from other major cryptocurrencies?

Zcash Drops 21% From Recent High—Here’s Why the Rally May Not Be Over


Archives ..pre 2020

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