Iran Deadline Collides With AI-Driven Selloff

Markets are weighing an imminent US-Iran military escalation against a sharp reset in AI valuations and a crowded week of central bank rate decisions.

Daily market report for Nov 1, 2026, with the industry groups and stocks behind each story.

• Crude Oil
• Oil Tankers
• Bitcoin
• Cryptocurrency Adjacent
• Foreign Banks
• Housing Market
• United Kingdom Companies
• Semiconductors
• AI Infrastructure
• Gold Mining
• Silver Mining
• China Companies
• AI Business Integration
• Artificial Intelligence
• Venture Capital
• Regional Bank
• Homebuilders
• Japan Companies
• Pharmaceuticals
• Biopharmaceutical
• Value-Based Care
• Asset Management
• Private Equity
• Alternative Investments
• FRO – Frontline Ltd
• XOM – Exxon Mobil Corp
• RTX – RTX Corporation
• COIN – Coinbase Global Inc
• MSTR – MicroStrategy Incorporated
• EWA – Australia (MSCI, iShares)
• BHP – BHP Group Limited
• EWU – United Kingdom (MSCI, iShares)
• HSBC – HSBC Holdings PLC ADR
• INTC – Intel Corporation
• AMD – Advanced Micro Devices Inc
• MU – Micron Technology Inc
• GLD – Gold (SPDR)
• SLV – Silver Trust (iShares)
• NEM – Newmont Goldcorp Corp
• AAPL – Apple Inc.
• BABA – Alibaba Group Holding Ltd
• MSFT – Microsoft Corporation
• ORCL – Oracle Corporation
• TLT – 20+ Year Treasury Bond (iShares)
• DHI – DR Horton Inc
• FXY – Japanese Yen (Invesco CurrencyShares)
• MUFG – Mitsubishi UFJ Financial Group Inc ADR
• ABBV – AbbVie Inc
• MRK – Merck & Company Inc
• NVDA – NVIDIA Corporation
• AVGO – Broadcom Inc
• BLK – BlackRock Inc
• HUM – Humana Inc
• KKR – KKR & Co. Inc.
• BX – Blackstone Group Inc