Santoli: AI bull market almost surely needs tech stocks to recover to keep advancing
According to reporting by CNBC US Markets, The road to bull-market glory does not run through Walmart and Berkshire Hathaway and Eli Lilly.
Wall Street equities and benchmark indices are responding to market catalysts reported by CNBC US Markets. Investors are monitoring economic indicators, treasury yields, and corporate earnings telemetry.
“Wall Street equities and benchmark indices are responding to market catalysts reported by CNBC US Markets. Investors are monitoring economic indicators, treasury yields, and corporate earnings telemetry.”
Key Verified Points
- •Official Issuing Wire: CNBC US Markets
- •Editorial Desk: Wall Street
- •Coverage Domain: MARKETS
- •Publication Status: Verified Journalistic Dispatch
Executive Briefing
According to reporting by CNBC US Markets, The road to bull-market glory does not run through Walmart and Berkshire Hathaway and Eli Lilly.
Detailed Factual Report
The road to bull-market glory does not run through Walmart and Berkshire Hathaway and Eli Lilly.
There's been a virtual buying panic in traditionally defensive, high-quality stocks over the past few weeks, a near-equal-and-opposite offset to the selling pressure in semiconductors and AI-build-out spenders. The three stocks above — the only members of the $1 trillion market-cap club not in Big Tech – have collectively added $550 billion in market value in the past month, almost making up for what Alphabet has lost.
The Nasdaq-100 and the S&P 500 Low Volatility ETF (SPLV) are rushing toward one another in a satisfying picture of symmetry that nonetheless reflects an almost comical level of tactical rotation executed by an investment community accustomed to playing one factor against another.
While this to-and-fro has so far protected the S&P 500 as a whole from an appreciable setback for months, it has left it stymied around levels that date back to May — before we got two earnings-reporting seasons showing 30% annual profit growth.
Verified Data Points & Key Takeaways
Geographic Scope & Community Impact
Recommended Action & Safety Guidelines
Source & Verification Provenance
Information in this article was compiled directly from records provided by CNBC US Markets. Access the primary source document at: https://www.cnbc.com/2026/11/03/santoli-ai-bull-market-needs-tech-stocks.html. Reporting and editorial review conducted by the USA NOW News Desk.
Event Timeline & Developments
Frequently Asked Questions
How are major US stock indices and Treasury yields reacting?
Equity markets and benchmark indices are trading in response to disclosures reported by CNBC US Markets, with institutional participants tracking Treasury yields and Fed expectations.
What primary financial filings or disclosures should investors review?
Investors should examine primary corporate disclosures and official regulatory documentation via https://www.cnbc.com/2026/11/03/santoli-ai-bull-market-needs-tech-stocks.html.
When are US equity markets open for trading?
Regular trading on the New York Stock Exchange (NYSE) and Nasdaq operates from 9:30 AM to 4:00 PM Eastern Time, with pre-market and after-hours sessions extending monitoring hours.
Official Government & Primary Citations
SEC EDGAR Filings & Market Research Guide
How to read Form 10-K, 10-Q, 8-K disclosures, and track institutional Form 4 insider transactions.
Get America’s Most Critical Breaking Alerts Instantly
Subscribe to receive automated, verified bulletins on severe weather, major recalls, national airspace travel, and emergency declarations directly in your inbox.
Most Popular Across America
Top trending dispatches and verified public interest records right now
Magnitude 5.0 Earthquake Strikes Near Volcano Islands, Japan region
Verified reporting recorded across Pagan region, Northern Mariana Islands indicates that a magnitude 5.0 earthquake was registered by USGS seismographs near Pagan region, Northern Mariana Islands at a depth of 129.4 kilometers.
Gale Warning issued September 22 at 3:00AM EDT until September 25 at 12:00AM EDT by NWS Newport/Morehead City NC in North Carolina
TORDDC The National Weather Service in Dodge City has issued a * Tornado Warning for... Central Pawnee County in south central Kansas... * Until 345 PM CDT. * At 320 PM CDT, a severe thunderstorm capable of producing a tornado was located.
Trump to headline "Golden Age" event with top officials, tech executives
President Trump is slated to speak on Tuesday in Washington at an event that features Elon Musk, Jensen Huang and others, according to invitation materials reviewed by CBS News.
This week on "Sunday Morning" (Sept. 27)
A look at the features for this week's broadcast of the Emmy-winning program, hosted by Jane Pauley.
Contrasting treatment of Israel and Palestine on display at the UN
Israel’s Prime Minister addressed the UN General Assembly in person, despite having an ICC arrest warrant.
More than 100 arrested as New Yorkers protest Netanyahu’s UN visit
Demonstrators blocked streets and marched towards UN headquarters as the Israeli PM addressed world leaders at UNGA.
Related US News & Bulletins
LO:TECH raises $12 million to expand crypto trading into U.S. and Asia
According to reporting by CoinDesk FinTech & Crypto, LO:TECH is betting on round-the-clock tokenized stock trading but didn’t say if it trades them now; a WFE study found stock exchanges still set prices.
worldTrump says that US will stop paying Israel aid after year-end
According to reporting by Al Jazeera International, Military aid to Israel and campaign contributions from Israel's backers to US candidates has animated political debate.
markets‘It’s good to be old’: I’ve been invited to a dozen free meals that turn into annuity sales pitches. Should I stop going?
According to reporting by MarketWatch Wall Street, “Salespeople typically push annuities, Medicare plans and estate-planning services.”
worldMidterm elections could jolt stocks if Democrats sweep Congress
According to reporting by CNBC International Markets, Wall Street weighs how the 2026 midterms could affect stocks, Treasury yields, artificial intelligence, energy prices, banks, defense and healthcare.