Tech Stocks Rebound,ARM Earnings in Focus | WEEX Daily Market Brief (November 4, 2026)

Today’s Digest

• Equity indexes were mixed on November 3, while tech and semiconductors rebounded. Nvidia rose about 2.29%, with market cap back above $5 trillion.
• AMD and Super Micro Computer surged after hours. Bitcoin is focused on the $76,000–$77,000 range.
• November 4 focus is pre-market earnings from Uber, McDonald’s and others, plus after-hours results from Arm, MercadoLibre and others.

Crypto Highlights

1）Bitcoin Focuses on Key Support and Resistance Ranges

On the short-term trend, market commentary noted that midterm elections, payrolls and other events are clustered, with Bitcoin support in the $76,000–$76,600 range and resistance in the $79,500–$80,500 range. If support is broken, markets will watch the 50-week moving average near $75,700 and the 200-day moving average near $73,100. A Bitwise research report on November 2 emphasized that no statistically significant impact from midterm-election odds on major crypto-asset performance has yet been found. Compared with the election, tighter financial conditions, inflation and AI-trading risks are more important; before global growth expectations are fully re-priced, Bitcoin’s short-term downside risk may remain elevated.
Watchlist: BTC, ETH
Spot: BTC / ETH
Futures: BTC / ETH

2）WEEX Latest Support for KNTQ

Kinetiq is a liquid-staking protocol natively built on Hyperliquid. Users can stake Hyperliquid’s native token HYPE and receive Kinetiq Staked HYPE (kHYPE). kHYPE allows users to earn staking rewards while maintaining full liquidity and capital efficiency, and can continue to be used in DeFi.
Watchlist: KNTQ
Spot: KNTQ

3）LIT Rises Nearly 6% Over 24 Hours, Leading Majors

Lighter plans to submit a derivatives-license application to the Commodity Futures Trading Commission in November 2026, aiming to become the first on-chain perpetual-contract DEX to obtain the relevant approval. Regulatory-progress expectations drove a short-term rebound in LIT.
Watchlist: LIT
Spot: LIT
Futures: LIT

4）PUMP Rises Nearly 6% Over 24 Hours, Leading Majors

The Pump.fun application recently launched perpetual contracts, integrating Hyperliquid. Product expansion and ecosystem linkage drove short-term strength in PUMP.
Watchlist: PUMP
Spot: PUMP
Futures: PUMP

Stock Highlights

1）Midterm Election Voting Day; Equity Indexes Mixed and Divergent

At the November 3 close, equity indexes were mixed and divergent. The Dow fell, while the S&P 500 and Nasdaq closed higher. Neocloud, optical communications, storage and semiconductor stocks rose across the board. Nvidia rose 2.29%, with market cap returning above $5 trillion. Markets are watching the impact of midterm-election results on AI regulation and data-center investment. In the past 11 post-election periods, equity indexes have risen without exception, and a divided government is more favored. Prediction markets show the probability of Democrats taking both the Senate and House has risen to 92%.
Watchlist: NVDA, SMH, QQQ
Spot: NVDA / SMH / QQQ
Futures: NVDA / SMH / QQQ

2）AMD Beats Expectations; Rises More Than 5% After Hours

AMD closed up 3.65% in regular trading. After-hours third-quarter revenue rose 45% year on year to $13.38 billion, above the $13.09 billion expectation; adjusted EPS was $2.09, above the $1.95 expectation. Data-center revenue rose 97% year on year to a record $8.55 billion, above the $8.2 billion expectation. Client and gaming revenue fell 8% year on year to $3.72 billion. Fourth-quarter revenue guidance hit a new high, and the stock rose more than 5% after hours.
Watchlist: AMD
Spot: AMD
Futures: AMD

3）SMCI Beats Expectations; Rises More Than 7% After Hours

Super Micro Computer first-fiscal-quarter net sales were $19.9 billion, above the $16.389 billion expectation. Full-year net sales are expected at $72–$82 billion, versus the prior expectation of $65–$72 billion. The stock rose more than 7% after hours.
Watchlist: SMCI
Spot: SMCI
Futures: SMCI

Today’s Preview

Multiple companies report on November 4, covering travel, dining, cloud monitoring, healthcare and semiconductors. Investors will watch booking volumes, same-store sales and demand guidance.

1）Arm Holdings (ARM) — November 4 After Hours

Global chip-architecture design leader; royalty income from AI compute penetration into edge and data-center applications is central.
Watchlist: ARM
Spot: ARM
Futures: ARM

2）McDonald’s (MCD) — November 4 Pre-Market

Consensus is about $3.38 EPS and about $7.28 billion in revenue. Global dining giant; markets are focused on same-store sales performance and consumption recovery.
Watchlist: MCD
Spot: MCD
Futures: MCD

3）Datadog (DDOG) — November 4 Pre-Market

Consensus is about $0.64 EPS and about $1.15 billion in revenue. Leading cloud-application monitoring and security platform, closely watched as a core barometer for the software-services sector.
Watchlist: DDOG
Futures: DDOG

4）CVS Health (CVS) — November 4 Pre-Market

Consensus is about $1.65 EPS and about $104.7 billion in revenue. Healthcare retail and insurance giant; markets are focused on the margin performance of its health-insurance business.
Watchlist: CVS
Futures: CVS

5）GlobalFoundries (GFS) — November 4 Pre-Market

Semiconductor wafer-foundry major; its results will directly reflect real demand in the global chip-foundry market.
Watchlist: GFS
Spot: GFS
Futures: GFS

6）Uber (UBER) — November 4 Pre-Market

Consensus is about $0.86 EPS and about $14.66 billion in revenue. Ride-hailing and delivery leader; markets are closely watching total booking-volume growth and the latest autonomous-driving partnership progress.
Watchlist: UBER
Spot: UBER
Futures: UBER

7）MercadoLibre (MELI) — November 4 After Hours

MercadoLibre is an important window for observing e-commerce and fintech growth. Markets will watch e-commerce transaction volume, fintech revenue and margin changes.
Watchlist: MELI
Spot: MELI
Futures: MELI

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