5 Things Investors Need to Know About Monday’s Markets David Marino-Nachison Mon, November 9, 2026 at 7:43 AM EST 3 min read ^GSPC +0.31% ^NDX +1.35% ^DJI -0.46% ^IXIC +1.09% Shares of Jensen Huang's Nvidia were dropping early Monday.Credit: Soeren Stache / picture alliance via Getty Images Futures action suggests that the trading week could start on an upbeat note; investors are looking for clues about the next phase for the tech trade, with the morning action looking comparably tame after a busy end to last week; Nvidia's shares are falling as investors work through fresh news about CEO Jensen Huang; earnings season is starting to wind down; and crypto prices are pulling back from recent highs.
Stocks look set to start the week with gains. Futures tied to the S&P 500 were recently 0.6% higher, while those tracking the Nasdaq 100 were 0.5% higher and those tracking the Dow industrials were 0.9% higher. The three leading U.S. indexes were all down last week, with the S&P 500 and Nasdaq Composite falling for a fourth straight week.
The 10-year U.S. Treasury yield was recently around 4.864%, extending a decline after a longish stretch above 5%. Oil prices were slipping, with global benchmark Brent crude near $88 a barrel, while gold moved about 1% higher to above $4,100 a troy ounce as its recovery from an October low continued. Crypto was under some pressure; more on that below.
Investors are still trying to get their arms around the state of the tech trade, and the AI segment of it specifically. The Nasdaq Composite managed its worst day in years on Thursday, dropping more than 5%, leaving traders postulating about everything from the end of the bull run to what amounts to another buy-the-dip opportunity. This morning the action looks quiet by comparison: The Roundhill Memory ETF (DRAM) was recently little changed, while the broader iShares Semiconductor ETF (SOXX) was ticking higher. Roundhill's "MAGS" ETF, which tracks the Magnificent Seven stocks, was up about 1%.
A pocket of the AI trade that isn't quiet this morning: shares of chip giant Nvidia (NVDA), which were recently about 6% lower as investors digested news about CEO Jensen Huang, one of the corporate world's biggest stars and wealthiest people. Amid a rush of recent news reporting, the company over the weekend said its board had begun an investigation into assertions that Huang has "been the target of a foreign intelligence effort." Huang in a separate statement acknowledged the investigation and confessed to marital infidelity. Nvidia is due to report earnings next week.
Speaking of earnings, the third-quarter season is winding down—Nvidia, of course, aside. Nearly nine tenths of S&P 500 companies' results are in the books, according to FactSet, which says 84% of companies have so far turned in numbers higher than Wall Street expected, though with the magnitude of those surprises low by recent historical standards. The Q3 year-over-year earnings growth rate (using the blended number that combines results already in and the remaining expectations) is above 31%, while the comparable revenue growth figure is around 14%, according to FactSet. Just 13 S&P 500 companies are due to report this week, FactSet said.
Did crypto winter end after all? It looked that way for a while, with bitcoin managing a late-summer climb that took it off 2026 lows under $60,000 and, by September, had it eying the $90,000 level. It never quite got there, and recent trading has it below $75,000, back at August prices. Some leading crypto stocks are looking lower this morning, with bitcoin buyer Strategy (MSTR) recently down 3%, Coinbase Global (COIN) about 2% lower, and stablecoin issuer Circle Internet (CRCL) off 3% premarket.
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