Tech Rout, Fed Hawks, Hormuz Escalation

Intel's historic guidance collapse compounds a hawkish Fed dissent and a wartime-high surge in Strait of Hormuz attacks, driving tech stocks, gold and bitcoin lower while oil jumps to six-month highs.

Daily market report for Oct 31, 2026, with the industry groups and stocks behind each story.

• Oil Tankers
• Shipping
• Crude Oil
• Aerospace & Defense
• Semiconductors
• Chip Manufacturing
• AI Infrastructure
• Gold
• Gold Mining
• Bitcoin
• Cryptocurrency Adjacent
• Digital Advertising
• Magnificent 7
• Regional Bank
• Homebuilders
• Artificial Intelligence
• Airlines
• Ride-Hailing
• Housing Market
• Foreign Banks
• FRO – Frontline Ltd
• DHT – DHT Holdings Inc
• VLO – Valero Energy Corporation
• XOM – Exxon Mobil Corp
• CVX – Chevron Corp
• OXY – Occidental Petroleum Corporation
• USO – United States Oil Fund
• LMT – Lockheed Martin Corporation
• RTX – RTX Corporation
• INTC – Intel Corporation
• AMD – Advanced Micro Devices Inc
• NVDA – NVIDIA Corporation
• QQQ – NASDAQ-100 (Invesco)
• SMH – Semiconductor (VanEck)
• AMZN – Amazon.com Inc
• GLD – Gold (SPDR)
• NEM – Newmont Goldcorp Corp
• AEM – Agnico Eagle Mines Limited
• COIN – Coinbase Global Inc
• MSTR – MicroStrategy Incorporated
• RIOT – Riot Platforms, Inc.
• GOOGL – Alphabet Inc Class A
• META – Meta Platforms Inc.
• TTD – Trade Desk Inc
• JPM – JPMorgan Chase & Co
• DHI – DR Horton Inc
• TLT – 20+ Year Treasury Bond (iShares)
• MSFT – Microsoft Corporation
• ORCL – Oracle Corporation
• DAL – Delta Air Lines Inc
• UBER – Uber Technologies Inc
• WMT – Walmart Inc.
• LEN – Lennar Corporation
• ZG – Zillow Group Inc
• EUFN – Europe Financials (MSCI, iShares)
• DB – Deutsche Bank AG
• FXE – Euro Currency (Invesco)