Friday, October 30, 2026

The Daily Ten

Names most likely to print a significant move, ranked from history, events, futures positioning, and upside odds.

Regular session · 9:30 a.m.–4:00 p.m. ET

S&P 500
757.27-1.57%
Nasdaq 100
693.10-3.11%
Dow
518.88-0.74%
Russell 2k
279.04-1.75%
VIX
19.70+14.53%

Desk note

Mixed tapeOpening board

Cash is shut for the weekend. Nvidia just printed a blowout quarter and a 70% growth guide into FY28, then gave back part of Thursday’s 8.7% pop into Friday’s close. Jackson Hole (Chair Warsh) is the other tape-driver. The board favors names with a fresh catalyst, liquid options, and a clean path to a 5%+ move into next week — not a greatest-hits list of last year’s winners.

CNBC$6.3 billion Binance hack is largest crypto theft on record
CNBCIntel heads for worst day on Wall Street in more than 50 years on weak guidance
CNBCTreasury Department announces new Series I bond rate of 5.51% for the next six months
CNBCChevron and Exxon hit all-time highs as refining profits soar in reaction to Iran and Ukraine wars

3 live runs left today.

NVDANVIDIA Corporation

Post-earnings follow-through plus any Warsh language that keeps financial conditions easy for data-center spend.

EventHighSemiconductors

AVGOBroadcom Inc.

Nvidia guide implied networking attach; any follow-on commentary from cloud majors.

MomentumHighSemiconductors

TSMTaiwan Semiconductor

Nvidia/AVGO order implications into the next TSMC commentary window.

MacroHighSemiconductors

MUMicron Technology

HBM allocation chatter and any catch-up bid in the SOX after Friday’s mixed session.

ReversionMediumSemiconductors

MSFTMicrosoft Corporation

Any Warsh-driven easing in financial conditions plus Azure commentary on AI attach.

MacroHighSoftware

METAMeta Platforms

Risk-on bid in mega-cap internet if VIX stays sub-15 into Monday.

MomentumMediumInternet

AMZNAmazon.com, Inc.

AI-infrastructure follow-through and any AWS capacity commentary.

MacroMediumConsumer / Cloud

TSLATesla, Inc.

Autonomy/bot headlines into the next weekly open; high-beta catch-up if QQQ holds.

EventSpeculativeAuto / AI

LLYEli Lilly and Company

Defensive-growth rotation if yields twitch higher; incremental demand data.

MacroMediumHealthcare

JPMJPMorgan Chase & Co.

Monday’s rates reaction to the Warsh keynote and weekend futures.

EventMediumFinancials