Geopolitics Alpha

Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market

Published . Updated .

GEOPOLITICS ALPHAMarvell, Lumentum, Oracle, SpaceX,Rivian, Apple, Palantir, and MoreStocks That Explain Today’s MarketORCLSPCXRIVNAAPLPLTRGEOPOLITICS ALPHA

This report is about the broad US market.

Directly affected

  • ORCL Oracle-12.4% 30d

    Named in this report.

  • SPCX Space Exploration Technologies-16.1% 17d

    Named in this report.

  • RIVN Rivian Automotive, Inc. / DE-20.7% 30d

    Named in this report.

  • AAPL Apple+1.4% 30d

    Named in this report.

  • PLTR Palantir Technologies+0.6% 30d

    Named in this report.

Indirectly affected

  • DIA SPDR Dow Jones Industrial Average ETF-1.7% 30d

    SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • QQQ Invesco QQQ-2.6% 30d

    Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story.

  • XLK Technology Select Sector SPDR+9.1% 16d

    Technology Select Sector SPDR holds the technology sector that Apple belongs to, so it often moves with news about it.

  • DELL Dell Technologies-26.3% 30d

    Dell Technologies is a peer of Apple in electronic computers; rivals often move on the same news.

  • SMCI Super Micro Computer-18.3% 30d

    Super Micro Computer is a peer of Apple in electronic computers; rivals often move on the same news.

  • CSCO Cisco Systems

    Cisco Systems is a large technology company like Apple; big names in a sector often move together.

  • PANW Palo Alto Networks

    Palo Alto Networks is a large technology company like Apple; big names in a sector often move together.

  • IBM International Business Machines

    International Business Machines is a large technology company like Apple; big names in a sector often move together.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ORCL-3.53%+10.41%base-8.85%after closeafter closeafter close
SPCXNo price data for this ticker———————
RIVNNo price data for this ticker———————
AAPL-0.24%-0.21%base-1.76%after closeafter closeafter close
PLTRNo price data for this ticker———————
DIA+1.17%+1.48%base+0.60%after closeafter closeafter close
QQQ+3.12%+5.08%base-1.30%after closeafter closeafter close
XLKNo price data for this ticker———————
DELLNo price data for this ticker———————
SMCINo price data for this ticker———————
CSCONo price data for this ticker———————
PANWNo price data for this ticker———————
IBMNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

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Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market Barron's

Source: Barron's

The price since 2 Nov 2026: Spdr Dow Jones Industrial Average Etf Trust (DIA) versus the S&P 500

CompanyWhenMoveStatus
AAPLthat day-1.76%final price
AAPLthree days earlier-0.21%final price
AAPLfive days earlier-0.24%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)that day+0.60%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)three days earlier+1.48%final price
Spdr Dow Jones Industrial Average Etf Trust (DIA)five days earlier+1.17%final price
ORCLthat day-8.85%final price
ORCLthree days earlier+10.41%final price
ORCLfive days earlier-3.53%final price
Invesco Qqq Trust, Series 1 (QQQ)that day-1.30%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+5.08%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier+3.12%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)

Companies carried with this story

  • DIA Spdr Dow Jones Industrial Average Etf Trust

    For “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market,” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • QQQ Invesco Qqq Trust, Series 1

    For “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market,” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • IWM Ishares Tr

    For “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market,” Ishares Tr (IWM) is linked, with no stored direction, medium confidence. Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • RSP Invesco Exchange Traded Fd T

    Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market.” Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

  • VTI Vanguard Index Fds

    In “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market,” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Spdr Dow Jones Industrial Average Etf Trust (DIA)

The 2 Nov 2026 story “Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market” names Spdr Dow Jones Industrial Average Etf Trust (DIA) because of this story.

For Spdr Dow Jones Industrial Average Etf Trust (DIA), the reason on file says SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Invesco Qqq Trust, Series 1 (QQQ) is here too. Its reason reads: Invesco QQQ: it is a broad US stock-market fund. Linked by “stocks” (the broad US market) in this story

Price levels for Spdr Dow Jones Industrial Average Etf Trust (DIA)

DIA traded between 504.92 and 522.62 across 18 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.37. QQQ traded between 683.47 and 762.84 across 20 sessions. The latest close on file is 690.51.

What the saved facts support for Spdr Dow Jones Industrial Average Etf Trust (DIA)

40 out of 100

“Marvell, Lumentum, Oracle, SpaceX, Rivian, Apple, Palantir, and More Stocks That Explain Today’s Market” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.