{
  "id": 18003048,
  "title": "We Feel It Too, but Most Stocks Actually Held Up",
  "url": "https://urgent.news/2026/11/03/we-feel-it-too-but-most-stocks-actually-held-up",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-11-03T18:28:02.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/11/03/we-feel-it-too-but-most-stocks-actually-held-up/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "The Nasdaq Composite experienced a decline of around 1% on Monday, following Friday's drop and a volatile October. Despite the negative sentiment, the majority of stocks within the S&P 500's large-, mid-, and small-cap indexes rose, making Monday a generally favorable day for investors. Motley Fool co-founder Tom Gardner cautioned against the notion that significant, sudden market movements indicate strong conviction. Instead, he advocated for incremental adjustments as investors reassess their theses for each stock in their portfolio. This approach requires discipline when market conditions fluctuate. The selling in the tech sector was primarily driven by Oracle filing to raise $20 billion in stock and debt for its AI initiatives, as well as Marvell Technology's agreement to acquire Lumentum in a $115 billion all-stock deal. Both actions reignited concerns about the sustainability of AI spending. However, the energy sector also faced a decline, with oil prices dropping over 7% due to signs of potential U.S.-Iran diplomacy. Despite the turmoil in the tech and energy markets, other sectors, such as the Dow and eight of the 11 S&P 500 sectors, saw gains. Across the S&P 500, MidCap 400, SmallCap 600, and Nasdaq-100 indexes, more than twice as many stocks experienced an increase in value compared to those that fell. The typical company within these indexes had a positive day, with only three sectors, namely energy, technology, and healthcare, experiencing declines. The S&P 500's performance was largely influenced by the actions of a few large companies, which could potentially affect the overall market sentiment. Although the tech sector's pullback might not be over, investors with diversified portfolios are likely to have experienced minimal impact, as gains in certain industries can offset losses in others. When contemplating investment decisions during times of uncertainty, such as the upcoming midterm elections, it is crucial to remember that historical data suggests that these events have little impact on the long-term performance of the stock market. Instead, focusing on the underlying businesses and their ability to generate profits should be the primary concern.",
  "summary": "Monday's selling stayed mostly in tech and energy, while eight of 11 sectors rose. Today's midterms are another reason to keep a long view.",
  "key_points": [
    "Nasdaq fell 1% Monday despite S&P 500's overall gain",
    "Tech and energy sectors declined amid AI and oil price concerns",
    "Diversified portfolios likely minimized market impact"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}