The Trading Day · Tuesday, November 10, 2026

AI Trade — Korea Jumps 4.4%, SoftBank Soars 14% After Wall Street's Best Day Since April

Wall Street started the week with its best day since April. The S&P 500 rose 2.35% on Monday, the Nasdaq-100 3.4% and chip stocks 7.5%, a week after the market sold everything tied to the AI build-out. Oil helped: the Brent oil fund fell another 5.3% after President Trump said new strikes on Iran were unlikely while talks continue. The VIX, Wall Street's fear gauge, dropped from 25.6 to 19.9.

The Morning 10

1 AI Trade in Asia — Kospi +4.4%, Nikkei +2.9% and back above 60,000, Taiwan +2.5%
2 Asia's AI Bellwethers — SK Hynix +6.7%, SoftBank +14%, Kioxia +9%
3 Europe — ASML +4.7%, Infineon +6.3% on Monday; Infineon reports today
4 Wall Street on Monday — S&P 500 +2.35%, its best day since April; fear gauge under 20
5 Chips Without Nvidia — Chip fund +7.5%, AMD +13.3%; Nvidia −4.3%
6 Oil, Bonds, Gold, Bitcoin — Oil fund −5.3%, bonds flat, gold 4,127, Bitcoin under 75,000
7 US Inflation — October consumer prices at 13:30 UTC, this time without an annual rate
8 AI Indices — Rubin +5.6%, AEI +3.9%; about a third of last week's loss is back
9 AI Power and Software — Constellation and NRG jump 10% on results; monday.com sinks 9%
10 Today — CoreWeave after the close; four earnings-record grades at 21:00 UTC

The full Morning 10 →

On the tape

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