market-watch-2026-10-27.png

Chip Stocks Lift Nasdaq as the Fed's Two-Day Meeting Begins

The closing numbers. U.S. stocks rose for a second straight day on Tuesday, October 27, led by technology. The Nasdaq Composite gained 1.18% (+308.43) to 26,477.81, the S&P 500 added 0.60% (+45.83) to 7,722.60, and the Dow Jones Industrial Average edged up 0.03% (+15.99) to 52,377.57. The small-cap Russell 2000 rose 1.16% to 2,818.87.

What drove the market. Semiconductor stocks rallied as AI enthusiasm revived by Anthropic's IPO prospectus carried into a second session, also lifting South Korean chipmakers overseas. The Federal Reserve opened its two-day policy meeting, with a decision due Wednesday; CME data showed traders pricing only about a 10% chance of a rate hike despite hotter-than-expected inflation. Alphabet and Microsoft report after Wednesday's close. Oil prices eased, with WTI crude slipping just below $100 a barrel as improving diplomatic signals between the U.S. and Iran calmed supply worries.

Notable movers. Boeing fell about 10% after missing earnings expectations and cutting its full-year delivery target, its lowest level since November 2025. Pentair jumped 11.8% and SoFi Technologies 11.3% on earnings beats, while Bloom Energy rose 7.8% after raising guidance. Xylem tumbled after missing estimates and cutting its outlook, and refiners Valero, Phillips 66 and Marathon Petroleum fell as crude pulled back. General Motors rose about 5% early after announcing it will move its stock listing from the NYSE to Nasdaq. Tesla added 4.0% to $407.46, extending a two-day rally to about 9.5%.

한국어 요약

마감 지수. 10월 27일(화) 뉴욕 증시는 기술주 주도로 이틀 연속 상승했습니다. 나스닥 종합지수는 1.18%(+308.43) 오른 26,477.81, S&P 500은 0.60%(+45.83) 오른 7,722.60, 다우존스 산업평균지수는 0.03%(+15.99) 오른 52,377.57에 마감했습니다. 러셀 2000도 1.16% 올랐습니다.

시장 동인. 앤트로픽 IPO 투자설명서로 되살아난 AI 기대감이 이틀째 이어지며 반도체주가 강세를 보였습니다. 연준은 이틀간의 통화정책회의를 시작했으며(결정은 수요일), CME 자료상 금리 인상 확률은 약 10%에 그쳤습니다. 수요일 장 마감 후 알파벳과 마이크로소프트가 실적을 발표합니다. 미-이란 외교 신호 개선으로 WTI 유가는 배럴당 100달러 아래로 내려왔습니다.

주요 종목. 보잉은 실적 부진과 연간 인도 목표 하향으로 약 10% 급락했습니다. 펜테어(+11.8%)와 소파이(+11.3%)는 호실적에 급등했고, 블룸에너지는 가이던스 상향으로 7.8% 올랐습니다. 자일럼은 실적 미달과 전망 하향으로 급락했고, 유가 하락에 정유주도 약세였습니다. GM은 상장 거래소를 NYSE에서 나스닥으로 옮긴다고 발표해 장 초반 약 5% 올랐고, 테슬라는 4.0% 오른 407.46달러로 이틀간 약 9.5% 상승했습니다.

Sources: TheStreet — "Stock Market Today (Oct. 27, 2026)" live blog; Yahoo Finance — "Stock market today: Dow, S&P 500, Nasdaq rise as tech gains for second day, chip stocks rally" (Oct. 27, 2026); StockAnalysis (TSLA price history).

No. Subject Date Views
» Market Watch – October 27, 2026: Chip Stocks Lift Nasdaq 1.2% as Fed Meeting Begins; Boeing Sinks, Tesla Extends Rally newfile 2026.10.28 3
395 Market Watch – October 26, 2026: Stocks Rebound as Anthropic's IPO Filing Revives the AI Trade; Tesla Jumps 6% file 2026.10.26 20
394 Market Watch – October 23, 2026: Dow Drops 652 Points as Oil Hits a Four-Year High, Capping a Rocky Week file 2026.10.23 90
393 주간 미국 증시 동향 | 유가 $116 · Meta −9.4%, AI 흔들려도 Dow 3주 연속 상승 (2026.10.19–10.23) 2026.10.23 74
392 Market Watch – October 22, 2026: Nasdaq Tumbles 2.6% as AI Doubts Return After Meta and Tesla Earnings file 2026.10.22 83
391 Market Watch – October 21, 2026: SpaceX Surges as AI Trade Revives, Nasdaq Climbs 1% Ahead of Tesla and Meta Earnings file 2026.10.21 94
390 Market Watch – October 20, 2026: Dow Jumps 1% as Health Care Hits Record Highs, GM Slides on Guidance file 2026.10.20 86
389 Market Watch – October 19, 2026: Tech Rebounds as Nasdaq Gains 1.1% Ahead of Tesla, Meta and Netflix Earnings file 2026.10.19 102
388 Market Watch – October 16, 2026: Nasdaq Sinks 2.1% as AI Sell-Off Returns and Brent Crude Hits $110 file 2026.10.16 140
387 Market Watch – October 15, 2026: Dow Jumps 1% as Treasury Yields Tumble, Nasdaq Claws Back From AI Sell-Off file 2026.10.15 116
386 Market Watch – October 14, 2026: Stocks Slide as Hot September CPI Revives Fed Hike Fears; Nasdaq Drops 1.9% file 2026.10.14 140
385 Market Watch – October 13, 2026: Stocks Slip as Chipmakers Fall and Bank Earnings Get a Mixed Reception Ahead of CPI file 2026.10.13 127
384 Market Watch – October 12, 2026: Dow Gains While Tech Drags Nasdaq Lower Ahead of Earnings and CPI; Oil Climbs file 2026.10.12 120
383 Market Watch – October 9, 2026: Stocks Snap Two-Day Skid as Oil Eases and AI Names Rebound; Telecoms Sink on SpaceX Spectrum Deal file 2026.10.09 140
382 Market Watch – October 8, 2026: Nasdaq Slides 1.3% as OpenAI Revenue Report Rattles AI Stocks, Oil Jumps file 2026.10.08 220
381 Market Watch – October 6, 2026: S&P 500 Notches First Record Close Since August as AI Chip Rally Lifts Nasdaq Again file 2026.10.06 136
380 Market Watch – October 5, 2026: Nasdaq Hits a Fresh Record as Tech Shrugs Off Rising Treasury Yields file 2026.10.05 139
379 Market Watch – October 2, 2026: Nasdaq Hits a Record as Soft Jobs Data Eases Rate Fears, Tesla Jumps on Deliveries, Nike Slides file 2026.10.02 250
378 Market Watch – September 30, 2026: Mixed Close as Cooler Inflation Meets Surging Treasury Yields file 2026.09.30 135
377 Market Watch – September 29, 2026: Stocks Edge Lower as Consumer Confidence Hits a 12-Year Low file 2026.09.29 131