After-RTH Summary — Tuesday, October 13, 2026
Tape went nowhere: S&P flat at 7,805, Dow -0.35% on bank/healthcare dispersion, and memory-chip names got hit hard on China CXMT fears.
Index Closes
S&P 500 (SPX): 7,805.45, -1.79 (-0.02%)
Nasdaq Composite (NDX proxy): 27,204.38, -41.52 (-0.15%)
Dow Jones (DJI): 51,670.10, -180.45 (-0.35%)
Russell 2000 (RTY): 2,786.13, -8.35 (-0.30%)
Indexes chopped around unchanged all session. Big-bank earnings landed mixed and the chip complex stayed heavy after Monday's slump, but dip-buyers kept the S&P pinned near the flat line. About 56% of issues declined — soft breadth under a calm headline. Dow lagged on healthcare weakness; small caps gave back a bit.
Sector Heatmap
Sector percentages are midday SPDR ETF readings; Energy and Utilities were the closing leaders, Healthcare and Technology the laggards.
Winners
Energy (XLE): +1.26% midday
Communication Services (XLC): +1.25% midday (Meta +3.4%)
Materials (XLB): +0.10% midday
Losers
Health Care (XLV): -1.07% midday, J&J the main drag
Industrials (XLI): -0.98% midday
Technology (XLK): -0.65% midday
Rotation was thin: money leaned into energy, comms and utilities while healthcare and tech were sold. Selling in real estate and industrials too means this read as broad softness, not a clean defensive bid.
Notable Movers / Themes
Memory chips: China's CXMT progress rattled the group. Micron about -5%, Western Digital -7.7%, Seagate -7.3%; Samsung -7.4% and SK Hynix -4.3% overseas.
Banks: Goldman beat (EPS $17.01 vs $13.02 est., equities revenue +72%). JPMorgan missed (EPS $5.57 vs $5.90) but shares still ticked up about 1%.
UnitedHealth: Beat Q3 and raised its full-year profit outlook; gapped higher at the open.
Johnson & Johnson: About -5.3% despite in-line results and raised guidance — MedTech miss and a talc litigation charge.
Six Flags: -14.5% after a roller coaster incident at Six Flags Over Georgia. Meta +3.4%, HP +3.6%, Cognizant +3.5% on the upside.
After-Hours Earnings & News
No major AMC reaction surfaced in public wires at publication time; focus stays on the bank-earnings run and tomorrow's CPI.
Geopolitics: Trump reportedly said U.S. forces would not attack Iran before the Nov. 3 midterms. Oil softened — WTI around $91.8, Brent around $104.4 in early trade; gold firm near $4,210.
Key Levels for Tomorrow's Open
SPX: 7,800 pivot. Holding above keeps the flat-and-firm tape; a close back under opens 7,750.
Nasdaq Comp: 27,200 pivot, 27,000 round-number support. Chip weakness is the swing factor.
Dow: 51,500 support after the healthcare hit; 52,000 is overhead.
Russell 2000: 2,775-2,790 chop zone. Lose 2,750 and small caps lose the trend.
Macro Context Going Into Wednesday
September CPI prints Wednesday at 8:30 ET and is the main event after a quiet session. Yields have been climbing and mortgage rates sit near 7.5%, so a hot print would pressure rate-sensitive pockets and the multiple on tech. Fed speakers Waller, Barkin and Collins have been on the calendar this week. Expect the chip-sector reaction to CXMT headlines and more bank and healthcare earnings to add noise around the number.
— Marketfragments
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