Market Close: Chips Surge on $63B Anthropic Deal, Celestica Blows Out, and Boeing Crashes
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Market Close — Tuesday, October 27, 2026. Chips led a Nasdaq rally as oil eased ahead of the Fed decision: S&P 500 +0.6% to 7,722.05, Nasdaq +1.1% to 26,447.40, Dow flat ~52,362.Broadcom (AVGO) +~4% on the $63B Anthropic XPU financing deal (BofA/Citi/Morgan Stanley/Blackstone). Top riser: Enovix (ENVX) +25%; Herc Holdings (HRI) +22.8% on an EPS beat ($3.91 vs $2.92 est). Top fallers: Clearwater Paper (CLW) -31.6%, Xylem (XYL) -14.2% on a guidance cut, Boeing (BA) -10.7% on a double miss. Hottest stock: Celestica (CLS) +12.1% — Q3 revenue +83% to $5.83B, 2027 guide $40B. Ahead: Fed decision + Alphabet/Microsoft Wednesday.Follow The Trade Thesis everywhere:• YouTube: @TheTradeThesis365• Instagram: @thetradethesis365• X: @TradeThesis365• LinkedIn: linkedin.com/company/thetradethesis• Rumble: TheTradeThesis• Podcast: "The Trade Thesis" on Spotify & Apple PodcastsEducational content, not financial advice.