Daily recap · 2026-11-04 close
Market recap: Wednesday, November 4, 2026
At the Wednesday, November 4, 2026 close, ShadowBook had 5 of 19 names IN and 13 OUT; no names changed between IN and OUT. The Scan Board showed 10 buy and 0 sell calls across its three scans.
ShadowBook board
- IN (5): TSLA, AMD, PLTR, META, ISRG.
- OUT (13): MSTR, GLW, NVDA, AVGO, MU, MRVL, TSM, GOOG, AMZN, COIN, HOOD, BE, CBRS.
- No names changed between IN and OUT versus the prior close.
- AMZN: BUY queued for next open.
- Closest OUT names to their buy trigger: AMZN close 266.03, trigger 267.31 (+0.5%); GLW close 118.77, trigger 117.35 (-1.2%); MRVL close 159.80, trigger 154.33 (-3.4%).
Scan Board (22 stocks)
- TriEMA buy: ISRG, AMZN.
- TriEMA close buy: MSTR.
- TriEMA close sell: TSLA.
- GLYPH buy: COIN, HOOD, GOOG, GLW.
- GLYPH close buy: NVDA, BE.
- TFlow buy: MSTR, COIN, HOOD, GOOG.
- TFlow close buy: MRVL, SNDK.
- TriEMA holding a long: ISRG, AMZN, TSLA.
News Lean (morning edition)
These are inferred near-term news outlooks, not live indicator signals or guaranteed price direction.
- Bullish lean · AMZN: Amazon is up about 3% premarket near $258.60 after BMO raised its target to $390, alongside new AWS partnership announcements.
- Bullish lean · BE: Bloom Energy is surging premarket as renewables rally on the Democratic sweep, with Mizuho saying stricter data-center power rules could favor its onsite fuel cells.
- Bearish lean · TSLA: Tesla is down about 4.5–5.6% premarket after Democrats won both chambers of Congress and the Texas governor's race, raising worries about scrutiny of Musk's companies and a possible SpaceX merger.
- Bearish lean · PLTR: Palantir closed at $175.40 Tuesday, extending a six-day losing streak to 11.8%, as investors focus on slowing U.S. commercial bookings despite the 96% Q3 revenue jump.
- Bearish lean · MU: Micron is down about 2.4% premarket as China's CXMT claims a DRAM breakthrough with a 4F2 data-center chip due by year-end, adding to memory-pricing fears.
- Bearish lean · MRVL: Marvell fell 3.1% overnight to about $166 as dilution and a long timeline for the $115B all-stock Lumentum deal keep weighing, after Tuesday's BofA and TD Cowen downgrades.
- Bearish lean · TSM: TSMC fell 1.53% to NT$2,260 in Taipei today as the Taiex dropped 0.83% on U.S. midterm uncertainty, though it recovered from an intraday low of NT$2,235.
- Bearish lean · SPCX: SpaceX is down about 5–7% premarket after the Democratic sweep and a Texas governor who wants a data-center moratorium, despite Morgan Stanley pulling forward its free-cash-flow forecast.
- Neutral/mixed · MSTR: Strategy rose about 4% Tuesday after the CFTC cleared equity perpetual futures and after Monday's filing showed an 811 BTC purchase funded by new share sales, with bitcoin near $77,700.
- Neutral/mixed · AMD: AMD beat on Q3 (revenue $13.38B, adjusted EPS $2.09, record $8.55B data-center sales) and guided Q4 to about $17B, but an early premarket jump of up to 8% has faded to roughly flat.
- Neutral/mixed · GLW: Corning closed up 2.4% Tuesday at about $126 as coverage still centers on its Q3 beat (optical sales up 44%) and Q4 guide of $5.2–5.3B; no fresh verified catalyst found.
- Neutral/mixed · NVDA: Nvidia is only slightly changed premarket as AMD's strong forecast offsets worries that the Democratic sweep, including Texas, could slow data-center build-outs.
- Neutral/mixed · AVGO: Broadcom is up about 0.6% in European trading as coverage revisits the $63B bank-financed Anthropic compute deal (deliveries from 2027) announced Oct 26; no fresh verified catalyst found.
- Neutral/mixed · GOOG: Reuters reports Google has extended voluntary buyout offers to staff in five more countries to rein in costs, with shares up about 1% premarket while search-growth worries linger.
- Neutral/mixed · COIN: Coinbase rose about 6% Tuesday after the CFTC cleared equity perpetual futures, but it still carries Monday's Morgan Stanley downgrade to Underweight with a $120 target.
- Neutral/mixed · HOOD: Robinhood is pushing for a big retail slice of Anthropic's IPO (its CFO called it "a food fight"), while Q3 crypto revenue fell 55% and revenue growth slowed to 12%.
- Neutral/mixed · META: Meta launched its first euro bond sale today after raising $15B in a five-part U.S. deal that drew about $58B of orders, with the 30-year tranche yielding about 7.5%.
- Neutral/mixed · ISRG: Coverage still centers on slower U.S. procedure growth and planned 2027 instrument price cuts after the Oct 20 Q3 beat; no fresh verified catalyst found.
Research only, not investment advice. Everything on this page is generated by fixed rules from MystTrades' own end-of-day data for this date; it is not a recommendation to buy or sell anything.