5 reasons why Wall Street added $1.5T today

US stock market today, 9 November, 2026: Wall Street has added $1.5 trillion in market value, but the biggest surprise is where investors are putting their money. Semiconductor stocks are recovering, Tesla is climbing and oil prices are falling. The Dow Jones has gained more than 1,000 points, while the S&P 500 is up 2.17% and just 4% away from a record high. Yet Nvidia is falling nearly 5%.Monday's US stock market rally: Here's 5 reasons why Dow Jones, S&P 500 and Nasdaq are rallying today1. AMD stock jumps 12% as investors return to semiconductor stocksAdvanced Micro Devices (AMD) is leading the semiconductor recovery. Its shares jumped more than 11% during Monday's trading and later extended gains to more than 12%, according to the latest November 9 update.The rally has two important drivers. First, investors are buying chip stocks after last week's heavy sell-off. Second, Oppenheimer upgraded AMD to Outperform from Market Perform and set a $600 price target.The company's growing AI business and its Google Cloud partnership are also supporting investor interest. AMD's rebound is particularly important because chipmakers were among the biggest losers during last week's technology sell-off.2. Tesla stock rises 5.45% as Magnificent Seven stocks recoverTesla (TSLA) shares climbed 5.45% to $377.74 in the November 9 market snapshot. The recovery reflects renewed buying across major technology companies after weeks of losses.Meta Platforms also gained around 5%, while Apple (AAPL) rose 2.16% to $349.77. Alphabet, Amazon and Microsoft advanced more than 2%.These companies have significant weight in major US stock indexes. Their gains are helping the Nasdaq and S&P 500 recover. Tesla's rise also suggests investors are looking beyond semiconductor stocks for opportunities in the technology sector.3. Nvidia stock falls nearly 5% as Jensen Huang investigation unsettles investorsNvidia (NVDA) is moving in the opposite direction. Its shares fell 4.98% to $177.34 in the supplied midday snapshot, despite the broader technology rally.The pressure follows reports concerning CEO Jensen Huang and Alice Huang, a Singapore-based business executive reportedly suspected of gathering information for China. Jensen Huang acknowledged an extramarital relationship and said he would cooperate with the investigation.Nvidia's board has launched an independent investigation. The company has said it has no reason to believe that national security or its business secrets were compromised.4. Broadcom and Marvell stocks jump more than 8% as AI chip demand returnsBroadcom (AVGO) and Marvell Technology (MRVL) each gained more than 8% on Monday. Intel (INTC) and Micron Technology (MU) also moved higher.The iShares Semiconductor ETF (SOXX) climbed more than 6%, showing that the recovery extends across the chip industry.Investors are returning to semiconductor companies after last week's selling raised questions about AI investment, data centre construction and future chip demand.However, the recovery does not mean those concerns have disappeared. Investors will continue watching technology companies' capital spending plans and demand for AI infrastructure.5. Constellation Energy and Barrick Mining stocks gain as earnings support Wall StreetConstellation Energy (CEG) shares climbed around 8%, while Barrick Mining (B) advanced approximately 4% following their quarterly results.Constellation is attracting attention because of its role in supplying electricity to data centres. Rising demand for computing power has made electricity availability an important part of the AI investment story.Barrick's gains also show that Monday's buying is not limited to technology companies. Investors are finding opportunities in other sectors as market sentiment improves.Why are oil prices falling while gold rises?Crude oil is another important part of Monday's market movement. WTI crude futures fell around 3.2% to $87.90 per barrel, while Brent declined approximately 4%.Investors are watching developments in the Iran war and the possibility that tensions could ease. Lower oil prices can reduce fuel costs for businesses and ease some inflation concerns.Gold moved in the opposite direction, rising 1.5% to around $4,140 an ounce. Bitcoin traded near $75,000 after retreating from weekend levels above $76,000. The 10-year US Treasury yield also moved higher to approximately 4.89% from Friday's 4.87%.Can the S&P 500 reach a new record high?Monday's rally comes after a difficult four weeks for Wall Street. The S&P 500 lost 5.6% over that period, while the Nasdaq Composite declined 10.2%. Both indexes recorded four consecutive weekly losses, their longest losing streaks since March.The S&P 500 and Nasdaq had reached record highs on October 6. The S&P 500 is now around 4% below its previous peak.