AI financing
Meta share offerings, Anthropic’s IPO filing, Broadcom-linked compute financing and a later Nvidia–Meta investment plan added distinct capital and infrastructure updates.
MarketNewsCurveOct 26, 2026 · 33 headlines
Oct 26, 2026 · QQQ/SPY Market Review · 33 headlines
QQQ widens its lead over SPY into after-hours as Meta and Anthropic financing headlines accumulate
QQQ rose 1.43% and SPY gained 0.85%, leaving QQQ ahead by 0.58 percentage points at the final 04:00 ET endpoint. The lead grew through regular trading and after-hours. Meta and Anthropic financing reports, a higher Dallas Fed manufacturing reading, and proposed U.S.-Iran talks around Hormuz provide the main news context. Later overnight AI reports arrived without new QQQ/SPY trades in the carried price series.
Published
- QQQ
- +1.43%
- SPY
- +0.85%
- QQQ − SPY
- +0.58%
What shaped the session
U.S. manufacturing
The Dallas Fed reported its October manufacturing index at 13.4, up from the prior 9.8, providing a direct activity reading.
Hormuz talks
Mediators discussed a proposed U.S.-Iran concessions sequence involving shipping through Hormuz, while the proposal remained unagreed.
Key news
Open
QQQ
+0.38%09:31 $707.11
SPY
+0.35%09:31 $762.63
Regular close
QQQ
+1.10%16:00 $712.12
SPY
+0.70%16:00 $765.29
Full-session range
QQQ
$715.25 / $702.09High 11:03 / Low 04:12
SPY
$767.73 / $760.00High 11:03 / Low 04:12
Full-session end
QQQ
+1.43%04:00 $714.44
SPY
+0.85%04:00 $766.40
QQQ / SPY · Oct 26, 2026 News Curve
QQQ / SPY · 2026-10-26