And it could change what you're allowed to own inside your 401(k).
<[link removed]>
Сⅼіϲkhеrе and I'll reveal the shocking details.
<[link removed]>
President Trump has signed Executive Order 14330
<[link removed]>
.
And it could change what you're allowed to own inside your 401(k).
For decades, most 401(k)s have offered the same short menu.
That may be about to end.
Millions of Americans could soon get access to an investment their 401(k) has
never offered before.
Most people have no idea it's coming.
👉 Read the full story here
<[link removed]>
Regards,
Anchor Point Research
Friday Briefing — Wall Street Cheered the Midterms for a Day. Then the AI
Trade Cracked
DAILY BRIEFING • MARKETS DESK Nov 6, 2026
Wall Street Cheered the Midterms for a Day. Then the AI Trade Cracked Chip
stocks lost 12% in one session on Thursday as the Nasdaq slid 5.5% into a
correction, erasing the post-election rally and $2.3 trillion of Nasdaq-100
value
NASDAQ −5.52% Thursday close, now in correction CHIP INDEX −12.25% PHLX semis
in a single session DOW −1,833 Points, closing at 51,523 VIX 28.09 Intraday
peak, highest since March 31
Thursday was the kind of session that rewrites a year's narrative in six and a
half hours. The Nasdaq Composite fell 5.52%, the S&P 500 dropped 4.36% for its
worst day since April 2025, and the Dow lost 1,833 points to 51,523. The damage
was concentrated in the AI trade: the PHLX Semiconductor index sank 12.25%,
Micron and AMD each lost about 17%, Marvell fell 16%, and Nvidia gave up 9%.
The Nasdaq-100 alone shed roughly $2.3 trillion in market value.
Then came the political read-through. Only a day earlier the Dow had jumped
3%, its best post-midterm session since 1982, after Democrats won control of
both chambers of Congress on Tuesday. Within minutes of Thursday's open the
Nasdaq had given that rally back. Investors zeroed in on Democratic wins in
data-center states, above all Texas, where Gina Hinojosa won the governorship
on a data-center moratorium platform; Wells Fargo estimates Texas holds 27% of
planned U.S. capacity, and UBS strategists warned that about 30% of the
data-center additions expected in 2028 are now at risk. A miss on phone-chip
sales at Qualcomm added fuel.
The read-through is about positioning, not a sudden collapse in profits.
Nomura's Charlie McElligott described hedge funds locking in 2026 gains on the
year's biggest winners, while Apollo's Torsten Sløk noted that S&P 500 earnings
are up nearly 40% from a year ago. Retail investors joined the exit, net
selling about $358 million of U.S. stocks by mid-afternoon, per Vanda Research.
By Friday morning Nasdaq futures were up about 1.4%, helped by strong
after-hours reactions at Cloudflare and Lam Research, while Dow futures slipped
ahead of the October jobs report.
Five Dates, From AI Euphoria to a Correction
DATE WHAT HAPPENED WHAT IT MEANT
Oct 9 (Fri) Palantir sets its record high as enthusiasm for AI software and
infrastructure peaks. The peak
Nov 3 (Tue) Democrats win both chambers of Congress; Gina Hinojosa takes the
Texas governorship on a data-center moratorium platform. The trigger
Nov 4 (Wed) Relief rally: the Dow climbs 3% to 53,356, its best post-midterm
day since 1982. The relief
Nov 5 (Thu) Nasdaq falls 5.52% into a correction, chip index drops 12.25% and
the VIX briefly tops 28. The break
Nov 6 (Fri) Nasdaq futures rebound about 1.4% while Dow futures slip 0.7%
ahead of the October payrolls report. The verdict
Inside the Selloff
Four forces collided in one session, and only one of them was about the
companies themselves.
WHAT'S IN PLAY
The politics A Democratic Congress and new governors in key buildout states
put permitting, power and regulation of AI data centers back on the table.
The capacity Texas has 335 data centers and 247 more in planning; UBS sees
roughly 30% of 2028 data-center additions at risk.
The positioning Crowded winners were sold hardest: over the past month Lam
Research is down 36%, Applied Materials 30% and AMD 22%.
The macro Brent traded near $98 amid Iran uncertainty, the Bank of England
raised rates to 4%, and odds of a December Fed hike eased to about 70% from 83%.
Summary based on Yahoo Finance, StockTitan, Star-Advertiser and Startup
Fortune reports, November 5–6, 2026.
Who Gains, and Who Pays
The pain was sharpest where the AI story had been priced most aggressively,
while stock pickers outside the theme found shelter.
WHO FEELS IT FIRST
Chip and memory makers Micron, AMD and Marvell fell 16% to 17%; the selling
spread to Asia, where Korea's Kospi dropped 5.3% and SK hynix 9%.
Earnings winners outside AI AppLovin rose 31%, Krispy Kreme 31% and Portillo's
29% on strong results, showing fundamentals still got paid.
Retail investors Net selling of about $358 million was the heaviest since
March 2020, and Bitcoin briefly slipped below $76,000.
One thread ties it together: the AI buildout is now a political variable as
much as an engineering one, and markets will price every state permit and power
deal accordingly.
A Market That Needs Watching Daily
After a week like this, these are the dates that decide whether Thursday was a
washout or the start of something bigger.
A CHECKLIST WORTH KEEPING ON THE FRIDGE
1 Nov 6 (Fri), 8:30 a.m. ET: October jobs report; consensus looks for about
55,000 new payrolls and 4.2% unemployment.
2 Nov 10 (Tue): October consumer price index from the Bureau of Labor
Statistics.
3 Nov 17 (Tue): Nvidia reports fiscal third-quarter results, the first big AI
test after the selloff.
4 Dec 9 (Wed): Federal Reserve rate decision, with traders weighing the odds
of a hike.
Market context for readers who think ahead.
General commentary and financial education only — not personalized advice
from a qualified professional.
Published by Systems and Technologies LLC
1607 Capitol Ave, Cheyenne, WY 82001, USA
[email protected]
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