On November 2, 2 of the 8 tracked indices were above their 50-day average. Marvell Technology fell 12.7%, Intel fell 8.8%, Oracle fell 8.8% and Coreweave fell 8.6%, the biggest moves with a cause on record.
Market Anatomy as drawn for the share card of Monday, November 2, 2026. The same picture is on its share card.
Today's standout, the names around it and how it sits against the market. Tap a name, a sector or an index to move.
Today's relationship
Marvell Technology
Marvell Technology made the largest move with a cause on record.
Marvell Technology
MRVL · close 171.41
0.26%
▼ -12.72%1dCATALYST FOUND
2026-11-02: Marvell to Buy Lumentum in All-Stock Deal Expected to Close in 2028
Moved 12.7%, at or above the 3% floor for this strip
Marvell Technology, stored closes
Marvell Technology-11.5%
Stored daily closes.
Nearest connections
Stored cause
2026-11-02: Marvell to Buy Lumentum in All-Stock Deal Expected to Close in 2028
Index membership
In the S&P 500 (holdings file dated 2026-10-30): weight 0.26%, rank 68 of 503.
Sector
Technology. From the S&P 500 holdings file dated 2026-10-30. The Technology fund moved -2.95%, 10 of 11 sectors.
Movers in the same sector
Same sector, same session, not a measured link.
Named in the same headline
Companies the stored headline for this move names.
Against the market
Marvell Technology moved -12.72% on the session, 12.21 points behind the S&P 500.
Its sector
Largest Technology names in the S&P 500, file dated 2026-10-30
AVGOBroadcomweight only2.37% of the S&P 500
CSCOCisco Systemsweight only0.63% of the S&P 500
Indices
Weights, ranks and sectors come from the stored holdings files: S&P 500 (dated 2026-10-30), Dow 30 (dated 2026-10-30), S&P MidCap 400 (dated 2026-10-30), S&P SmallCap 600 (dated 2026-10-30). A sector taken from the SEC SIC code is mapped by us and says so beside it.
The day's board
Market participation
25%
2 of 8 tracked indices above their 50-day average
Counted over ^GSPC, ^IXIC, ^DJI, ^RUT, ^FTSE, ^N225, ^GDAXI, 000001.SS. This is a reading across whole market indices, not a count of the companies inside any one of them.
Today's movers
Sectors, one session
Each bar is scaled against the widest move of the day. Tap a sector to see its largest names.
Key takeaways
1
The S&P 500 fell 0.51% while the equal weight fund rose 0.76%, a gap of 1.28 points. The index lagged the average constituent again, with Technology at -2.95% and nine of eleven sectors positive.
2
Dow Jones rose 0.41% while the Nasdaq Composite fell 1.07%, so the tech-heavy index and the blue-chip index moved apart. Only 2 of 8 tracked indices are above their 50-day average, down from 4 last time.
3
Energy fell 3.96% and Technology fell 2.95%, while Consumer Discretionary rose 2.41%, a spread of 6.37 points between the top and bottom sectors. The VIX rose 10.40% to 21.44.
4
All seven movers are Technology names and each fell more than XLK's 2.95%. Marvell, at 12.72% down, sat 9.78 points behind the fund, and Marvell, Intel and Oracle each have a stored news cause.
The full day: index block, sentiment, every mover and the open questions
7,541.40▼ -0.51%1d
Capitalisation weighted, so a move in the largest companies moves it more than a move in the smallest.
the last 40 stored closes, scaled to their own range
25,164.31▼ -1.07%1d
Every Nasdaq listing, weighted by capitalisation and heavy in technology.
51,983.98▲ +0.41%1d
Thirty names weighted by price rather than by capitalisation, so it can disagree with the S&P for arithmetic reasons alone.
2,805.88▼ -0.21%1d
Small capitalisation names. Read against the S&P, it is the size half of how broad a day was.
219.98▲ +0.76%1d
The same five hundred companies weighted equally, so the largest names count no more than the smallest. Read against the cap-weighted index, the gap is how much of the day belonged to the biggest companies.
Cap weight against equal weight-1.28pp
The equal-weighted index outran the cap-weighted one, so the session was broader than the headline index makes it look.
Sentiment
Sentiment composite
29▼ -8.02%1d
This system's own composite of up to seven stored inputs, 0 (extreme fear) to 100 (extreme greed), computed after each close; not CNN's index (work item #699). Context for whether sentiment confirms the tape or contradicts it.
21.15▲ +8.91%1d
Expected thirty day volatility from S&P 500 options. Rising with the index is the contradiction worth seeing.
Open questions
Why did Lumentum fall?-18.59%
Read for this move: the stored stories naming Lumentum, its filings and corporate actions, over the 7 days to 2026-11-02.
Why did Twist Bioscience fall?-15.54%
Read for this move: the stored stories naming Twist Bioscience, its filings and corporate actions, over the 7 days to 2026-11-02.
What is driving Nextpower?+14.87%
Read for this move: the stored stories naming Nextpower, its filings and corporate actions, over the 7 days to 2026-11-02.
What is driving Jetblue Airways?+11.23%
Read for this move: 1 stored story naming Jetblue Airways, its filings and corporate actions, over the 7 days to 2026-11-02.
Built in code from the movers whose evidence did not resolve, so no written summary can shorten this list.
Today's key movers
-18.59%
LITE 684.4
15.6 pts behind XLK
Read for this move: the stored stories naming Lumentum, its filings and corporate actions, over the 7 days to 2026-11-02.
Moved 18.6%, at or above the 3% floor for this strip
-15.54%
TWST 129.04
15.4 pts behind XLV
Read for this move: the stored stories naming Twist Bioscience, its filings and corporate actions, over the 7 days to 2026-11-02.
Moved 15.5%, at or above the 3% floor for this strip
+14.87%
NXT 91.13
13.5 pts ahead of XLI
Read for this move: the stored stories naming Nextpower, its filings and corporate actions, over the 7 days to 2026-11-02.
Moved 14.9%, at or above the 3% floor for this strip
-12.72%
MRVL 171.41
CATALYST FOUND
2026-11-02: Marvell to Buy Lumentum in All-Stock Deal Expected to Close in 2028
