Markets today, November 6, 2026: AI selloff hits Asia, Wall Street rebounds

Stocks. Wall Street bounced after Thursday's rout, which erased about $3 trillion in value. The Nasdaq Composite rose 1.09% to 24,579.42, the S&P 500 rose 0.31% to 7,376.86 and the Dow fell 0.46% to 51,285.73. Nvidia gained 3.08% and AMD 10.69%. Earlier the selloff hit Asia: the KOSPI closed 6.02% lower after a 20-minute halt, and SoftBank fell 10.8% as the cost of insuring its debt hit a four-year high. In Europe the Dax lost 1.9% and the Stoxx Europe 600 1.1%. The jobs report was strong: 165,000 new jobs, unemployment 4.1%. Our stories: https://freekonomist.com/en/news/kospi-circuit-breaker-8-percent-drop-ai-selloff-2026-11-06/ , https://freekonomist.com/en/news/softbank-shares-fall-credit-risk-4-year-high-ai-fears-2026-11-06/ , https://freekonomist.com/en/news/ftse-100-index-closes-1-1-percent-lower-ai-selloff-2026-11-06/ and https://freekonomist.com/en/news/us-jobs-report-october-2026-payrolls-165000-2026-11-06/

Crypto. In our data bitcoin was $75,904 at 20:57 UTC, down 0.34% in 24 hours and 1.89% in a week. Ether was $2,230.62 and XRP fell 4.54% to $1.1756. Earlier in the day Investing.com wrote that bitcoin had dropped 5.1% to about $76,236 on worry about regulation under a Democrat-led Congress and the tech selloff. Our Fear & Greed reading is 28, Fear, down from 50 yesterday. About $403.8 million of positions were liquidated in 24 hours, about 76% of them longs. On November 5, bitcoin ETFs had $430.2 million of net outflows: https://freekonomist.com/en/news/bitcoin-ether-etf-outflows-530-million-2026-11-05/ . Strive bought 15,124 BTC in October: https://freekonomist.com/en/news/strive-bitcoin-15124-btc-october-q3-2026-results-2026-11-06/ . Also today, World Liberty Financial launched a WLFI buyback: https://freekonomist.com/en/news/world-liberty-financial-wlfi-token-buyback-2026-11-06/

Commodities and currencies. Gold futures settled 0.9% lower at $4,074.90 as the dollar and yields rose; spot gold is still up 5.2% on the week. Brent was near $97.84 and WTI near $90.67 at 16:37 GMT, with Brent on track for a 17% weekly fall, its steepest since the pandemic began. Reuters says hopes of easing in the Iran war pulled prices down, while tanker attacks keep a floor under them. At 20:57 UTC the euro was $1.1146 (-0.64%), the pound $1.3349 (-0.77%) and the dollar 158.49 yen (+0.53%). Bank of Japan Governor Ueda said there are "some upside risks" to inflation.

Also today. Tesla will wind down Cybertruck production in Texas around the middle of next year: https://freekonomist.com/en/news/tesla-stock-cybertruck-production-wind-down-texas-cybercab-2026-11-06/ . Canada's unemployment rose to 6.7%: https://freekonomist.com/en/news/canada-jobs-october-2026-unemployment-6-7-percent-2026-11-06/ . Italy's inflation is 5.4%: https://freekonomist.com/en/news/italy-inflation-october-2026-5-4-percent-istat-2026-11-06/ . Japan's wages rose 4.6%: https://freekonomist.com/en/news/japan-wages-september-2026-fastest-since-1997-2026-11-06/ . Colorado ends its flat tax: https://freekonomist.com/en/news/colorado-amendment-87-graduated-income-tax-passes-8-4-percent-2026-11-06/ . Nigeria set stablecoin rules: https://freekonomist.com/en/news/nigeria-cbn-stablecoin-rules-capital-algorithmic-ban-2026-11-06/

Next and where to look. Markets close for the weekend. Forex Factory's High impact list shows only New Zealand's election at 21:45 UTC. Bitcoin price and liquidations: https://freekonomist.com/en/crypto/btc/ . Gold: https://freekonomist.com/en/commodities/gold/ . U.S. macro data: https://freekonomist.com/en/macro/ . What well-known traders think: https://freekonomist.com/en/crowd/ . Token unlocks: https://freekonomist.com/en/unlocks/ . Yesterday's wrap: https://freekonomist.com/en/news/markets-today-2026-11-05/ . This is an overview, not advice.

Fatos confirmados

• The US dollar index rose 0.77% to 102.26 in afternoon trading on November 6 and was on track for its biggest daily percentage gain since June 17.^[3]
• US nonfarm payrolls rose by 165,000 in October against 65,000 expected in a Reuters poll, and the unemployment rate fell to 4.1%.^[3]
• After the report, market expectations of a Federal Reserve rate hike of at least 25 basis points in December moved back toward 80%, per CME FedWatch.^[3]
• The 10-year Treasury yield rose 1.6 basis points to 4.85% and the 2-year yield 4.1 basis points to 4.52%.^[3]
• Wages rose 0.4% on the month in October, and August and September were revised up by a combined 84,000 jobs.^[1]
• The KOSPI closed down 6.02% at 5,059.69 on November 6, after falling as much as 8.8% and triggering a 20-minute trading halt.^[6]
• Samsung Electronics closed 6.4% lower and SK Hynix 10.4% lower; the KOSPI fell 11.7% on the week.^[6]
• Reuters says the Democrats' midterm win sparked anxiety over the impact on the global AI investment boom.^[6]
• SoftBank Group shares ended 10.8% lower, and its 5-year credit default swap spread rose to as much as 466 basis points, the widest since October 2022.^[7]
• The Stoxx Europe 600 fell 1.1% and Germany's Dax 40 fell 1.9%; the FTSE 100 closed about 1% lower.^[8]
• The Dow closed down 0.46% at 51,285.73 and the S&P 500 up 0.31% at 7,376.86.^[1]
• The Nasdaq Composite rose 1.09% to 24,579.42.^[1][2]
• Nvidia rose 3.08% and AMD 10.69%.^[1]
• Thursday's selloff erased about $3 trillion in US stock market value; the S&P 500 fell more than 4% and the PHLX Semiconductor Index 12%.^[1]
• Yahoo Finance links the selloff to concerns about a slowdown in data center construction and AI spending.^[1]
• US gold futures for December delivery settled 0.9% lower at $4,074.90.^[4]
• Spot gold was at $4,074.36 an ounce at 18:54 GMT after a low of $4,033.29, and was up 5.2% on the week, its best week since August.^[4]
• Reuters says gold fell because stronger payrolls reinforced expectations that the Fed could keep rates higher for longer, boosting the dollar and Treasury yields.^[4]
• At 16:37 GMT January Brent was $97.84 a barrel, down 0.46%, and WTI was $90.67, up 0.17%.^[5]
• Brent was on track for a 17% weekly decline, its steepest weekly percentage fall since the start of the COVID-19 pandemic, and WTI for 13%.^[5]
• Reuters says the weekly fall followed Republican election losses that raised hopes of de-escalation in the US-Israeli war on Iran, while attacks on vessels provide a floor for prices.^[5]
• A seafarer was killed in a suspected missile attack on an oil products tanker in the Gulf on November 5, a Greek ship manager said.^[5]
• Bank of Japan Governor Ueda said underlying inflation is expected to stay around the 2% target but recognized "some upside risks".^[3]
• At 20:57 UTC EUR/USD was 1.1146 (-0.64%), GBP/USD 1.3349 (-0.77%), USD/JPY 158.49 (+0.53%), AUD/USD 0.6865 (-0.97%) and USD/CAD 1.4125 (+0.79%).^[11]
• At 20:57 UTC bitcoin was $75,904.17 (-0.34% in 24 hours, -1.89% in 7 days), ether $2,230.62 (-0.67%) and XRP $1.1756 (-4.54%).^[11]
• The Freekonomist crypto Fear & Greed reading was 28 (Fear), down from 50 a day earlier.^[11]
• About $403.8 million of crypto derivatives positions were liquidated in 24 hours, about 76% of them longs; bitcoin accounted for $109.9 million and ether for $74.4 million.^[11]
• On November 5, US spot bitcoin ETFs had net outflows of $430.2 million (Fidelity's FBTC $199.9 million, BlackRock's IBIT $105.0 million) and ether ETFs $99.9 million.^[11][12]
• Investing.com reported that bitcoin fell 5.1% to $76,235.6 by 10:39 GMT, reversing its post-election rally, as worry grew over regulation under a Democrat-controlled Congress and tech shares sold off.^[9]
• Tesla CEO Elon Musk wrote on X that Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for more Cybercab production.^[1]
• Strive bought 15,124 bitcoin in October and held 43,124 BTC on October 30.^[19]
• Canada's unemployment rate rose to 6.7% in October.^[13]
• Inflation in Italy rose to 5.4% in October.^[14]
• Japan's wages rose 4.6%, the fastest pace since 1997.^[15]
• Colorado voters ended the state's flat income tax: top earners will pay up to 8.4%.^[16]
• Nigeria introduced stablecoin licences and banned algorithmic stablecoins.^[17]
• World Liberty Financial launched a buyback of its WLFI token.^[18]
• Forex Factory's High impact list for the week shows one event still to come: New Zealand's parliamentary election at 21:45 UTC on November 6.^[10]

Implicações

• ConfirmadoThe AI selloff that began Thursday reached Asia and Europe, and Wall Street bounced back in part on Friday.
• ConfirmadoStrong jobs data lifted bets on a Fed rate hike in December, which pushed the dollar up and gold down.
• Nossa leituraCrypto stays under pressure from tech stocks and regulatory doubts. This is our reading.

Ainda não se sabe

• Whether the Wall Street rebound holds after the weekend
• How the Fed's December meeting goes and whether it hikes
• Whether oil's weekly fall continues while tanker attacks go on

Quem é afetado

United States, Global. People who follow stocks, crypto, gold and oil and want one clear picture of the day

Fontes

1. Yahoo Finance: Stock market today: Nasdaq and S&P 500 rebound, Dow slips to cap bruising week for AI stocks 6 de novembro de 2026 · mídia
2. The Wall Street Journal: Stock Market Today: AI Stocks Rebound After Brutal Week for Nasdaq 6 de novembro de 2026 · mídia
3. Investing.com (Reuters): Dollar jumps after strong US payrolls report 6 de novembro de 2026 · mídia
4. Reuters: Gold drops as strong US payrolls boost dollar, yields 6 de novembro de 2026 · mídia
5. Reuters: Brent oil price benchmark set for biggest weekly drop since 2020 6 de novembro de 2026 · mídia
6. Reuters: South Korea stocks plunge as US midterm results spark AI selloff 6 de novembro de 2026 · mídia
7. Reuters: SoftBank credit risk jumps to 4-year high, shares tumble as AI fears roil market 6 de novembro de 2026 · mídia
8. The Telegraph: FTSE 100 live: markets after the AI rout 6 de novembro de 2026 · mídia
9. Investing.com: Bitcoin tumbles to $76k as U.S. regulatory uncertainty grows 6 de novembro de 2026 · mídia
10. Forex Factory: Economic calendar, week of November 1, 2026 (High impact events) · mídia
11. Freekonomist: Freekonomist market data, November 6, 2026 20:57 UTC 6 de novembro de 2026 · oficial
12. Freekonomist: US bitcoin and ether ETFs lose $530 million in one day 6 de novembro de 2026 · oficial
13. Freekonomist: Canada's unemployment rate rises to 6.7% as October jobs stall 6 de novembro de 2026 · oficial
14. Freekonomist: Inflation in Italy: why prices jumped to 5.4% in October 6 de novembro de 2026 · oficial
15. Freekonomist: Japan wages rise 4.6%, the fastest pace since 1997 6 de novembro de 2026 · oficial
16. Freekonomist: Colorado ends its flat tax: top earners will pay up to 8.4% 6 de novembro de 2026 · oficial
17. Freekonomist: Nigeria brings in stablecoin licences and bans algorithmic stablecoins 6 de novembro de 2026 · oficial
18. Freekonomist: World Liberty Financial launches a WLFI token buyback 6 de novembro de 2026 · oficial
19. Freekonomist: Strive bought 15,124 bitcoin in October and now holds 43,124 BTC 6 de novembro de 2026 · oficial