Sentiment Heatmap — Week of November 2, 2026
AlphAI classified 29,938 ticker level sentiment reads across 26,708 news articles the week of November 2, 2026, the most in the series. Net tone came in at 15.2% bullish, down from 18.1% a week earlier, and earnings news made up 55% of all reads, a new high. Nine of twelve sectors finished positive, led by Energy at plus 36. AMD led the bullish board on a record quarter, while Oracle, Tesla and Nvidia led the bearish one.
News tone in the week of November 2 eased to net 15.2% bullish across 29,938 ticker reads, its second weekly decline in a row, while earnings news reached 55% of reads, a series high. Without earnings the week read plus 5.8, the lowest in the series, and from Thursday news outside earnings read net bearish every day.
AMD's record quarter led the bullish board, and Energy led the sectors at plus 36
AMD was the most bullish name of the week at 228 bullish to 56 bearish over 318 reads. Its third quarter report on November 3 showed revenue of $13.4 billion, up 45%, data center revenue up 97% to $8.5 billion and a fourth quarter forecast of $17 billion. That story drew 136 AMD reads, 124 of them bullish, and AMD read 186 to 20 on Tuesday and Wednesday together. Super Micro Computer reported the same evening. It finished at 61 to 13, and 27 of its reads came inside AMD's story, 21 of them bullish.
CrowdStrike read 102 to 5. Headlines on its deal for two AI security startups, Fiddler AI and Dreadnode, for a reported $495 million drew 49 of its 112 reads, 48 of them bullish and none bearish. Unity read 60 to 2. Reports that Silver Lake and PIF, after buying Electronic Arts, had offered $25 billion for the company drew 22 of its 68 reads, 19 of them bullish. Fox read 69 to 1 as it closed its $22 billion purchase of Roku on November 6. That story drew 57 reads on Fox's Class A shares, 47 bullish and none bearish, and 75 on Roku, 19 bullish and 23 bearish, as Roku's shares stopped trading. Fox's Class B shares read 38 to 2 over the week, and the two classes together, at plus 104, would rank second on the board.
Moderna read 84 to 3 after a third quarter beat that sent its shares up 10%, and it gained 61 net bullish reads on Friday alone. Pfizer read 74 to 3 after beating estimates and raising its 2026 outlook. Johnson & Johnson read 47 to 1, including 7 bullish reads on a phase 3 win for icotrokinra, its pill for psoriatic arthritis. Healthcare finished at plus 34 over 4,842 reads, the second largest sector, and still reads plus 31.1 without those three. Its largest drag was Novartis, at minus 50 on the bearish board, after its heart drug pelacarsen did no better than placebo in a trial. Headlines on that result drew 21 reads, all bearish.
Arista Networks read 57 to 5 after its third quarter revenue rose 59%. AppLovin read 54 to 3 on a record quarter that sent its shares up 30%, Airbnb 80 to 3 after its shares rose 11.7% on third quarter sales, and Cloudflare 56 to 10 on revenue growth of 39% and a raised outlook. Amazon read 98 to 52. A deal to give Prime members free Uber Eats delivery drew 36 Amazon reads, 32 of them bullish and none bearish, and 36 Uber reads, 31 of them bullish.
TotalEnergies read 50 to 2, with a deal for 30% stakes in two Malaysian gas fields among its top headlines. Energy led the sectors at plus 36 over 1,651 reads, down from plus 54 a week earlier, and reads plus 34.8 without TotalEnergies.
| Ticker | Company | Bull / bear reads | Net |
|---|---|---|---|
| AMD | Advanced Micro Devices | 228 / 56 | +172 |
| CRWD | CrowdStrike | 102 / 5 | +97 |
| MRNA | Moderna | 84 / 3 | +81 |
| ABNB | Airbnb | 80 / 3 | +77 |
| PFE | Pfizer | 74 / 3 | +71 |
| FOXA | Fox (Class A) | 69 / 1 | +68 |
| U | Unity Software | 60 / 2 | +58 |
| ANET | Arista Networks | 57 / 5 | +52 |
| APP | AppLovin | 54 / 3 | +51 |
| SMCI | Super Micro Computer | 61 / 13 | +48 |
| TTE | TotalEnergies | 50 / 2 | +48 |
| AMZN | Amazon | 98 / 52 | +46 |
| NET | Cloudflare | 56 / 10 | +46 |
| JNJ | Johnson & Johnson | 47 / 1 | +46 |
Oracle, Tesla and Nvidia led the bearish board, and news outside earnings turned bearish from Thursday
Oracle was the most bearish name of the week at 15 bullish to 207 bearish over 242 reads, and it read negative on every day. On November 2 it announced $20 billion of new financing, a $10 billion share sale and $10 billion of senior notes, and it priced the shares at $116 the next day. That story drew 76 Oracle reads, 66 of them bearish. From Wednesday, reports that it had cancelled a $7 billion AI chip leasing agreement with Tencent added 40 reads, 37 of them bearish. A week earlier Oracle stood at plus 109 after its investor day. AMD at plus 172 and Oracle at minus 192 were the two ends of the boards, and both turned on AI, with AMD's data center sales on one side and Oracle's financing for AI expansion and its cancelled AI chip lease on the other.
Tesla read 50 to 240 over 340 reads. Coverage on Friday said it would wind down Cybertruck production at its Austin factory around the middle of 2027 to make room for its Cybercab robotaxi, after US Cybertruck deliveries fell 48% in 2025. That story drew 154 Tesla reads, 125 of them bearish, and Tesla read 10 to 114 on Friday alone. Consumer Cyclical finished at minus 2 over 3,140 reads, and reads plus 4.3 without Tesla. DraftKings read 6 to 65 after a third quarter miss and lower guidance sent its shares down more than 26%.
Nvidia read 63 to 223 over 321 reads. On Thursday, AI and chip stocks sold off after the US midterm elections on fears of AI regulation, in what one headline called the Nasdaq's biggest daily drop in 19 months. That story drew 74 reads, 69 of them bearish, led by 17 on Nvidia. Headlines on Nvidia naming China or Hong Kong, the probe aside, drew 62 reads over the week, 55 of them bearish. Among them were reports that its chips were piling up in Hong Kong while China withheld import approval. On Sunday, Nvidia's board said it had opened an independent investigation after reports about a personal relationship between CEO Jensen Huang and an executive described as a suspected Chinese intelligence asset, adding that it had no reason to believe any US national security or Nvidia secrets were compromised. That story drew 67 reads, 66 of them bearish, and Nvidia read 5 to 76 on Sunday.
Marvell read 58 to 122 on its $115 billion all-stock deal for Lumentum. That story drew 149 Marvell reads, 47 bullish and 75 bearish, while Lumentum read 41 to 23 inside it. Qualcomm read 49 to 100, and 6 to 63 on Thursday, the day of the selloff. It beat estimates but its profit outlook fell short, and headlines on that outlook drew 18 reads, 17 of them bearish. CoreWeave read 14 to 62, with 25 net bearish reads on Wednesday. Intel read 21 to 88, with 37 of its bearish reads on Monday, as coverage of the weak forecast it gave a week earlier carried on. Technology, the largest sector at 7,532 reads, fell to plus 8 from plus 14. It reads plus 13.5 without Oracle and Nvidia, and plus 18.3 without Intel, Marvell, Qualcomm and CoreWeave as well.
Meta read 47 to 156 with no single event behind it. Headlines naming notes, bonds, debt, an offering or borrowing drew 53 of its 248 reads, 36 of them bearish. Among them was a completed $15 billion senior notes sale. Communication Services finished at minus 3 over 2,127 reads, and reads plus 2.0 without Meta. Alphabet's Class A shares read 46 to 107, and its Class C line adds 13 more net bearish reads. Together, at minus 74, they would rank sixth on the board.
Bitcoin read 99 to 186. On Thursday it fell below $76,000 as the tech selloff set off liquidations of leveraged crypto positions, a story that drew 37 Bitcoin reads, 36 of them bearish. Coverage of the Binance theft carried on from the week before, as the FBI attributed it to North Korean hackers. Headlines naming Binance and a hack, heist or a similar term produced 149 reads across 26 tickers at minus 39.6% net. Cryptocurrency finished at minus 14 over 839 reads, up from minus 36 a week earlier, and reads minus 5.6 without Bitcoin.
Apple was the most covered name, at 151 to 197 over 445 reads. On November 2 it reported fiscal fourth quarter revenue of $114.48 billion, above estimates, with iPhone revenue up 17.5%, but its shares slipped as investors focused on memory costs and margin pressure in its outlook. That story drew 178 Apple reads, 60 bullish and 97 bearish. Across all Apple coverage, headlines naming margins or memory drew 78 reads, 65 of them bearish. Apple read 40 to 119 on Tuesday, the day after the report.
By day, Monday read plus 19.7, Tuesday plus 20.7 and Wednesday plus 20.8. Thursday, the day of the chip selloff, slipped to plus 12.7, Friday to plus 7.9, Saturday to plus 4.8 and Sunday, the smallest day at 867 reads, to plus 0.6. Without Tesla, Friday reads plus 10.1, and without Nvidia, Sunday reads plus 9.7. Without ten chip and AI hardware names, Thursday reads plus 15.7. Oracle, Tesla and Nvidia together held 903 reads, 3.0% of the week, and 670 bearish ones, 6.7% of all bearish reads. Without them the week reads plus 17.5.
Earnings news was again the strong part of the week. It made up 54.9% of reads, the largest share in the series, against 49.0% a week earlier, and ran at plus 22.9%. Without it the week reads plus 5.8%, the lowest in the series on that test, against plus 10.0% for the week of October 26. From Thursday, news outside earnings read net bearish every day, at minus 2.2% on Thursday, minus 1.0% on Friday, minus 5.0% on Saturday and minus 10.7% on Sunday, while earnings reads stayed between plus 16.3% and plus 21.0%. Headlines about AI spending, AI stocks and chip stocks produced 388 reads at minus 28.1% net, against 640 at minus 36% a week earlier, and the 106 of them on Thursday ran minus 58.5%. Market movers news ran minus 22.5% over 1,749 reads and regulation news minus 38.4% over 1,187.
| Ticker | Company | Bull / bear reads | Net |
|---|---|---|---|
| ORCL | Oracle | 15 / 207 | -192 |
| TSLA | Tesla | 50 / 240 | -190 |
| NVDA | Nvidia | 63 / 223 | -160 |
| META | Meta Platforms | 47 / 156 | -109 |
| BTC-USD | Bitcoin | 99 / 186 | -87 |
| INTC | Intel | 21 / 88 | -67 |
| MRVL | Marvell Technology | 58 / 122 | -64 |
| GOOGL | Alphabet (Class A) | 46 / 107 | -61 |
| DKNG | DraftKings | 6 / 65 | -59 |
| QCOM | Qualcomm | 49 / 100 | -51 |
| NVS | Novartis | 4 / 54 | -50 |
| CRWV | CoreWeave | 14 / 62 | -48 |
Methodology
Covers every enriched news article published between November 2 and November 8, 2026 that AlphAI scored at relevance 6 or higher, the same floor used for the per-stock sentiment strips on the site, excluding SEC Form 4 insider filings, whose templated text is almost always neutral. The remaining sample is 27,827 reads from general news, 2,002 from SEC 8-K filings and 109 from SEC 6-K filings. For each article, AlphAI assigns a sentiment of positive, neutral or negative to every company it identifies, and only tickers that pass enricher validation are counted. A 'ticker read' is one such per-ticker label, so an article naming six companies contributes up to six reads, and a market-wide or sector-wide story is counted once for every ticker it tags. The largest multi-ticker articles in this window tag 22 tickers (a report that Nvidia, CoreWeave and others are among 67 issuers blocking tokens of their shares on an OKX and ICE venue, all 22 bearish) and 20 tickers (US bitcoin and ether ETF outflows, 3 bearish). Headlines naming OKX produced 58 reads across 34 tickers, 2 bullish and 23 bearish. Net tone is bullish reads minus bearish reads as a share of all reads for that group. Sectors come from each company's classification, which 99.1% of reads carry, and a sector needs at least 15 reads in the window to appear on the chart. Chart values are whole points: Energy is 36.5 to one decimal (602 net reads over 1,651), Consumer Defensive is 13.5 (131 over 970), Technology is 7.8 (587 over 7,532), Basic Materials and Industrials are both 25.1, Financial Services and Real Estate are both 17.3, Consumer Cyclical is minus 2.2 (minus 69 over 3,140), Communication Services is minus 3.3 (minus 71 over 2,127) and Cryptocurrency is minus 13.7 (minus 115 over 839). The two ticker leaderboards rank strictly by net reads, bullish minus bearish, among names with at least 4 reads. Super Micro Computer and TotalEnergies tie at plus 48, and Amazon, Cloudflare and Johnson & Johnson tie at plus 46, so the bullish board shows 14 names. The next names below the boards are Lockheed Martin at plus 45, Novo Nordisk at plus 44 and Amgen at plus 43, and Wendy's and Booking Holdings at minus 47. Share classes and secondary listings are ranked separately, and two of them would change a rank: Fox's Class A at plus 68 and Class B at plus 36 combine to plus 104, which would rank second, behind AMD, and Alphabet's Class A at minus 61 and Class C at minus 13 combine to minus 74, which would rank sixth, above Intel. Zillow's two classes combine to minus 30 and News Corp's to plus 15. Story counts group articles that AlphAI matched to the same event. Headline figures count reads whose headline names: for CrowdStrike, Fiddler, Dreadnode, acquire or acquisition, startup, $495 or $500; for Unity, Silver Lake, PIF, $25 billion, an offer, a bid, a takeover or a buyout; for Johnson & Johnson, icotrokinra, psoriatic arthritis or psoriasis; for Novartis, pelacarsen, lipoprotein(a), Lp(a) or heart; for Oracle, Tencent; for Nvidia and China, China, Chinese or Hong Kong, excluding headlines naming a probe, an investigation, an inquiry, the board, a spy or Huang; for Meta, notes, bonds, debt, an offering or borrowing; for Apple, margins or memory; for Binance, Binance together with a hack, heist, exploit, breach, freeze, drain or stolen funds. The ten chip and AI hardware names are Nvidia, AMD, Qualcomm, Micron, Intel, Broadcom, TSMC, Arm, Marvell and Super Micro Computer. The AI spending cluster is every read whose headline mentions capex, capital spending, AI spending, AI stocks, the AI trade, an AI bubble, boom, frenzy or anxiety, a spending spree, binge, anxiety or worries, chip stocks, neoclouds or AI debt. The market-wide cluster (inflation, CPI, a rate hike or cut, the Fed or FOMC, the Nasdaq, the S&P 500, the Dow, the KOSPI, a selloff or rout, stock futures, Wall Street, stocks or the market rising or falling, tariffs) holds 1,338 reads, 4.5% of the week, at minus 14.2%, and without it the week reads 16.6%. The two clusters overlap and are not additive. Exchange tags such as "(NASDAQ:META)" are stripped from headlines before both cluster tests. Earnings shares and earnings-free readings for earlier weeks are recounted on current data from the week of July 6; the lowest earlier earnings-free reading is 10.0%, for the week of October 26, and the largest earlier earnings share is 49.0%, for the same week. The window holds 75,888 enriched articles against 68,165 the week before, and scored reads rose 7.7% from 27,790. AlphAI added direct publisher feeds on September 29, so compare percentages across issues and treat raw volumes as a separate series. Since October 29, AlphAI checks each article's per-ticker reading against the other publishers' coverage of the same event and aligns a reading that disagrees with most of that coverage. It changed 1,038 of this week's 29,938 reads, 706 from neutral to a direction and 332 reversed; before it the week stood at 14.5% net bullish. Recounted the same way, the week of October 26 stands at 18.1% on 27,790 reads, as published. Published issues are not revised. This is a filtered readout of public news coverage, not investment advice or a measure of price performance.
Sources: AlphAI enriched news feed, GDELT Project (global news index), SEC EDGAR Form 8-K filings
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