Geopolitics Alpha

Wall St jumps as oil slide cools inflation worries; Nvidia slumps

Published . Updated .

Covered by 3 outlets: Yahoo, CNA, Reuters.

Who covered it: Center 2 · Not rated 1. How we rate outlets

Key takeaways

  • NEW YORK: US stocks rallied on Monday (Nov 9), as a drop in oil prices tempered inflation fears and helped the S&P 500 rebound from its biggest weekly drop since April 2025, and tech shares jumped even as AI heavyweight Nvidia slu
  • Exposed: USO, XLE, SMH, TIP, NVDA
  • Market reaction: price tracking starts with the next trading session.

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Wall St jumps as oil slide cools inflation worries; Nvidia slumps

NEW YORK: US stocks rallied on Monday (Nov 9), as a drop in oil prices tempered inflation fears and helped the S&P 500 rebound from its biggest weekly drop since April 2025, and tech shares jumped even as AI heavyweight Nvidia slu

Directly affected

  • NVDA Nvidia-8.4% 30d

    Named in this report.

Indirectly affected

  • USO United States Oil Fund-1.1% 30d

    United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story.

  • XLE Energy Select Sector SPDR+6.9% 30d

    Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story.

  • SMH VanEck Semiconductor ETF-16.4% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story.

  • TIP iShares TIPS Bond ETF-0.3% 30d

    iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story.

  • XOM ExxonMobil Holdings-2.7% 17d

    ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • CVX Chevron+3.0% 30d

    Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • COP ConocoPhillips+5.4% 19d

    ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story.

  • ASML ASML Holding N.V-9.0% 12d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
NVDA+15.63%+1.65%baseafter closeafter closeafter closeafter close
USO+10.89%+3.88%baseafter closeafter closeafter closeafter close
XLE+7.65%-0.44%baseafter closeafter closeafter closeafter close
SMH+6.39%-8.41%baseafter closeafter closeafter closeafter close
TIP+0.06%+0.20%baseafter closeafter closeafter closeafter close
XOM+7.73%+0.33%baseafter closeafter closeafter closeafter close
CVX+6.86%+1.02%baseafter closeafter closeafter closeafter close
COP+7.34%+0.71%baseafter closeafter closeafter closeafter close
ASML+2.58%-10.15%baseafter closeafter closeafter closeafter close

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.

Wall St jumps as oil slide cools inflation worries; Nvidia slumps Yahoo

Source: Yahoo

United States Oil Fund (USO) since this story, compared with the market

CompanyWhenMoveStatus
ASMLthree days earlier-10.15%final price
ASMLfive days earlier+2.58%final price
Conocophillips (COP)three days earlier+0.71%final price
Conocophillips (COP)five days earlier+7.34%final price
Chevron (CVX)three days earlier+1.02%final price
Chevron (CVX)five days earlier+6.86%final price
Nvidia (NVDA)three days earlier+1.65%final price
Nvidia (NVDA)five days earlier+15.63%final price
Vaneck Etf Trust (SMH)three days earlier-8.41%final price
Vaneck Etf Trust (SMH)five days earlier+6.39%final price
Ishares Tr (TIP)three days earlier+0.20%final price
Ishares Tr (TIP)five days earlier+0.06%final price
United States Oil Fund (USO)three days earlier+3.88%final price
United States Oil Fund (USO)five days earlier+10.89%final price
Select Sector Spdr Tr (XLE)three days earlier-0.44%final price
Select Sector Spdr Tr (XLE)five days earlier+7.65%final price
ExxonMobil Holdings (XOM)three days earlier+0.33%final price
ExxonMobil Holdings (XOM)five days earlier+7.73%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 United States Oil Fund (USO)

Companies mentioned with this story

  • USO United States Oil Fund

    For “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

  • XLE Select Sector Spdr Tr

    Select Sector Spdr Tr (XLE) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Wall St jumps as oil slide cools inflation worries; Nvidia slumps.” Reason on file: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

  • SMH Vaneck Etf Trust

    For “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “nvidia” (semiconductors) in this story

  • TIP Ishares Tr

    For “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” Ishares Tr (TIP) is linked, with no stored direction, medium confidence. Reason on file: iShares TIPS Bond ETF: it is a common hedge when prices rise. Linked by “inflation” (inflation and prices) in this story

  • NVDA Nvidia

    For “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “nvidia” (semiconductors) in this story

  • XOM ExxonMobil Holdings

    ExxonMobil Holdings (XOM) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Wall St jumps as oil slide cools inflation worries; Nvidia slumps.” Reason on file: ExxonMobil Holdings (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • CVX Chevron

    For “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” Chevron (CVX) is linked, with no stored direction, medium confidence. Reason on file: Chevron (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

  • COP Conocophillips

    Conocophillips (COP) is linked, with no stored direction, medium confidence in the 9 Nov 2026 story “Wall St jumps as oil slide cools inflation worries; Nvidia slumps.” Reason on file: ConocoPhillips (petroleum refining): oil producers' profits rise and fall with crude prices. Linked by “oil” (oil) in this story

United States Oil Fund (USO) and the energy link

United States Oil Fund (USO) is the company in “Wall St jumps as oil slide cools inflation worries; Nvidia slumps,” the 9 Nov 2026 Energy story.

What ties United States Oil Fund (USO) to the headline is this: United States Oil Fund: its price follows crude oil. Linked by “oil” (oil) in this story

Select Sector Spdr Tr (XLE) is here too. Its reason reads: Energy Select Sector SPDR: its price follows crude oil. Linked by “oil” (oil) in this story

Dates and price levels for United States Oil Fund (USO)

SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. USO traded between 143.02 and 171.80 across 20 sessions. The latest close on file is 148.41. XLE traded between 63.05 and 70.15 across 20 sessions. The latest close on file is 66.70.

A simple score for United States Oil Fund (USO)

62 out of 100

“Wall St jumps as oil slide cools inflation worries; Nvidia slumps” scores 62 out of 100. The score uses 3 sources, and 8 linked companies.