The S&P 500 ETF rises 1.7% in a broad, uneven rally. Consumer Discretionary leads at +4.6%, with Lyft and Uber among the sector's top performers after shares extended climbs on hotel and travel strength. Consumer Staples gains 3.7%, Financials 3.1%, Real Estate and Health Care both 2.9%, and Materials 2.1%. Technology is roughly flat at +0.1% as chip names drag the group lower even as Apple and Microsoft rally. Industrials falls 1.2% on weakness in defense and automation names. Energy is the clear laggard at -5.2% as Brent crude drops about 10% toward $93 a barrel and US crude slides more than $5, following comments from Senate Majority Leader Schumer on ending the war.

Value outperforms growth among factors, with SPDR S&P 500 Value up 2.0% versus SPDR S&P 500 Growth at +1.4%, while momentum names lag, with iShares MSCI USA Momentum Factor ETF down 2.3% and Invesco S&P 500 Momentum ETF down 1.0%.

Within mega-cap growth, Amazon (+6.9%), Microsoft (+6.6%) and Apple (+6.3%) stand out, while Tesla falls 2.4% after shares hit a two-week low following the Democratic sweep in the midterm elections, and Nvidia slips 1.8%.

Among other sector funds, homebuilder and medical-device ETFs jump more than 7%, while semiconductor funds and the oil and gas E&P ETF fall sharply, down 2.8% to 6.8%.

Among individual stocks, several large single-name moves stand apart from their sectors, including a sharp decline at Datadog and a jump at Stanley Black & Decker, which rose after an early premarket surge.

• Block, Inc. +15.8%
• Applovin +11.4%
• Builders FirstSource +10.1%
• HCA Healthcare +9.9%
• 3M +9.8%
• Fidelity National Information Services -23.0%
• Karman Holdings -16.3%
• Comfort Systems USA -15.8%
• Datadog -14.9%
• Vistra Corp -14.9%

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