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Category: Market Commentary

Watching This Rare-Disease Biotech as Hyperscalers Lead Post-Election Market

Avatar photo James "Rev Shark" DePorre on November 4, 2026

Voters hit data centers on Tuesday, but the companies that already own the capacity are the winners.

ISM Services Cools, But 12-Month Average Rises for 10th Straight Month

Avatar photo NeilSethi on November 4, 2026

Offices

ISM’s services index eased to 54.5 in October, a 28th month of expansion, as all 10 indexes were in expansion, hiring grew for a second month and backlogs rose to the highest since July 2022, but ISM warned ‘more pricing pressure is on the way.’

S&P Services PMI Decelerates as Sentiment Slides

Avatar photo NeilSethi on November 4, 2026

Looking Closely

S&P’s final October services PMI was revised down to 56.1 from the 57.9 flash, easing from September’s high.

ADP Hiring Beats as Job-Switchers’ Pay Growth Hits Fastest Pace Since 2024

Avatar photo NeilSethi on November 4, 2026

Jobs, Services, PMI

ADP’s private payroll count comes in at 86,000 for a second month, while bonuses and overtime pushed job-changers’ earnings growth to its fastest since March 2024.

Blue Wave Brings Tsunami of Questions

Avatar photo Stephen Guilfoyle on November 4, 2026

The vote was clear, and now we have many questions about what this means for the future of artificial intelligence, data center development, and more.

The Market Impact of a Democratic Landslide: Sector Winners and Losers

Avatar photo James "Rev Shark" DePorre on November 4, 2026

Midterms

The market whipsawed sharply overnight on a strong rejection of President Trump.

Do Stocks Always Rally Following the Midterm Elections?

Avatar photo Helene Meisler on November 4, 2026

The market does not always rally following the midterm elections. Let’s take a look at the statistics.

Tuesday’s Tech Bounce Holds as Elections Take the Stage

Avatar photo NeilSethi on November 3, 2026

NYSE Trader, Market Bounce

Semiconductors led a rebound that broke the S&P 500’s three-day losing streak, but the average stock fell.

More New Features on TheStreet Pro

Avatar photo Jason Meshnick on November 3, 2026

From an earnings calendar to stock lists and our new live blog, TheStreet Pro is working hard to bring you new tools to make investing easier.

Wall Street Is Calm About Midterms, but the Bond Market May Not Be

Avatar photo James "Rev Shark" DePorre on November 3, 2026

Wall Street

Apple and Palantir didn’t hurt the market much, and investors are waiting on the results. None of the likely outcomes look like a disaster for stocks.

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