After-RTH Summary — Friday, October 9, 2026
Stocks rebounded from Thursday's tech-led selloff, with the Dow up 0.83% and the S&P 500 finishing within about half a percent of its record as health care and real estate led.
Index Closes
S&P 500 (SPX): 7,811.51, +46.15 (+0.59%)
Nasdaq Composite (COMP): 27,366.17, +172.83 (+0.64%)
Dow Jones (DJI): 51,655.01, +423.37 (+0.83%)
Russell 2000 (RTY): ~2,807, +0.5%
All three large-cap benchmarks closed higher after a choppy week. The S&P sits just under the 7,844.52 intraday record set earlier in the week. The Dow outperformed, and small caps lagged slightly. Sources differ on the final Russell print, so treat the level as approximate. Bonds were soft: the 10-year yield held near 5.25%, close to a multi-decade high.
Sector Heatmap
Winners
Real Estate: +1.85%
Health Care: +1.48%
Software and AI hardware: rebounded after Thursday's AI scare (sector-level figures not published)
Losers
Communication Services: -1.62%
Energy: fractionally lower
Airlines: pressured by a fuel-cost-driven guidance cut at Delta
Rotation favored defensives and rate-sensitive groups, with health care catching a bid on managed care and vaccine headlines. Telecom took the heaviest hit on a SpaceX spectrum deal, which dragged on the communication services sector.
Notable Movers / Themes
Humana (HUM) +12.2%: CMS restored a 4-star rating to its flagship Medicare Advantage contract.
Crown Castle (CCI) +11.3%: SpaceX agreed to acquire low-band spectrum. Tower names AMT and SBAC also jumped.
Telecom carriers: T-Mobile, Verizon and AT&T sold off sharply as SpaceX's spectrum push was read as a threat to subscribers.
Moderna (MRNA) +9.2%: Rejoined the Nasdaq-100. Vaccine names rallied on cancer-vaccine initiative reports.
Skyworks (SWKS) -6.4% and HP (HPQ) -6.0%: SWKS on reported Apple iPhone 18 Pro order cuts; HPQ on a filing pointing to lower 2027 PC volumes.
Delta (DAL): Missed Q3 EPS ($1.72 vs. $1.82) and cut full-year guidance as fuel costs jumped.
After-Hours Earnings & News
No major earnings after the bell. Bank earnings begin Tuesday.
Reports that OpenAI expects roughly $70B in annualized revenue by year-end.
American Express hit with a $350M fine over anti-money-laundering controls.
Key Levels for Tomorrow's Open
Note: US equity markets are open Monday, October 12, for Columbus Day. Levels below are for the next session.
S&P 500: 7,844.5 (record intraday high) is the line to clear; 7,765 (Thursday's close) is first support. Hold above it and the uptrend stays intact.
Dow: 51,655 close. Above it keeps leadership; a loss of ~51,230 (Thursday's close) would erase the day's gain.
Nasdaq Composite: 27,366 close; 27,193 (Thursday's close) is the line after the AI-scare rebound.
Macro Context Going Into Monday
Equities trade Monday while the bond market and banks are closed for Columbus Day, so expect thin Treasury liquidity. September CPI lands Wednesday, October 14, and will shape whether the Fed can pause after its September hike. Big banks kick off Q3 earnings Tuesday. Brent near $104 and WTI near $92 keep energy and Iran/Hormuz risk on the radar. Consumer sentiment fell to 46.3, below the 47.6 forecast. Gold held near $4,216.
— Marketfragments
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