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Study · AI debt · Bonds and stocks · against QQQ

AI Debt — Week Ended November 6, 2026: Stocks Split, Bond Tape Held

Three of seven tracked AI stocks rose, the Treasury 10-year par yield fell eight basis points, and current corporate-bond trades remain unverified.

Completed U.S. regular-session closes through November 6, 2026; Treasury observations dated October 30 and November 6.

Published Nov 6, 2026

Data through Nov 6, 2026

TL;DR

  • Three of seven tracked AI stocks rose from October 30 to November 6; QQQ fell 4.98%, while Oracle's exact return is held.
  • The U.S. Treasury 10-year par yield was 4.86% on November 6, down eight basis points from October 30; this is not a corporate-bond spread.
  • No November 6 performance claim is made for the eight tracked Meta, Alphabet and Amazon bonds without verified current FINRA trade prices and dates.

Three of seven tracked AI-company shares with corroborated completed November 6 closes rose from October 30, while four fell. Amazon gained 7.88%, Alphabet 1.77%, and Microsoft 1.67%. Nebius lost 15.99%, CoreWeave 15.44%, IREN 9.65%, and Meta 0.79%. QQQ lost 4.98%. These are close-to-close share-price changes, excluding distributions; the pattern alone does not identify a cause.

Tracked company or benchmarkOctober 30 regular closeNovember 6 regular closePrice change
Amazon (AMZN)$240.35$259.30+7.88%
Alphabet (GOOGL)$279.84$284.78+1.77%
Microsoft (MSFT)$521.91$530.61+1.67%
Meta (META)$614.99$610.15−0.79%
IREN (IREN)$23.95$21.64−9.65%
CoreWeave (CRWV)$54.87$46.40−15.44%
Nebius (NBIS)$154.14$129.49−15.99%
Nasdaq-100 ETF (QQQ)$690.49$656.10−4.98%

Oracle remains in the monitored group, but its precise weekly return is held. Its October 30 close had a one-cent provider difference, and November 6 dated close records differ by nine cents. We do not choose one figure silently or put Oracle into the ranked split.

The rate backdrop moved, but it is not a corporate-bond return

U.S. Treasury 10-year par yield: 4.94% on October 30 and 4.86% on November 6, 2026; eight basis points lower.Open chart to enlarge and pan at full size.

U.S. Treasury 10-year par yield, dated October 30 and November 6. The eight-basis-point decline is benchmark context, not a corporate credit spread or a maturity-matched bond comparison. Open the full-size Treasury card.

The U.S. Treasury's daily par yield curve puts the 10-year rate at 4.94% on October 30 and 4.86% on November 6, eight basis points lower. This is a dated benchmark observation, not the yield of any tracked company bond. Treasury derives this constant-maturity rate from indicative bid-side quotes, not from transactions in the eight corporate issues we follow. The change cannot by itself establish whether their credit spreads tightened or widened.

The eight-company-bond comparison remains unscored

The established October 30 edition followed eight exact FINRA CUSIPs across Meta, Alphabet and Amazon. We have not obtained independently verified November 6 last-trade prices and dates for those same securities because the public FINRA bond pages were unavailable during this review. The older prices are not carried forward as if they were new observations. We therefore make no claim about this week's bond-price direction, total return, or credit-spread change.

A FINRA last reported trade price per $100 face is not a uniform end-of-day evaluated mark. Different coupons, maturities, trade sizes and trade dates matter. A share-price percentage should not be compared directly with a bond price-point difference as if both were investment returns.

What changed in the share-price picture

Amazon reversed the prior week's decline in the tracked window, while CoreWeave went from a modest rise in the prior edition to the largest declines this week alongside Nebius. That observation describes the two dated close-to-close periods. It does not establish that an earnings, financing or debt event caused either move. The next complete comparison requires refreshed regular-session equity closes and newly dated trades for all eight matched bonds.

The equity table uses dated completed regular-session closes corroborated to cents between the checked Yahoo daily bars and Nasdaq regular-session quote records. The Treasury comparison comes from the U.S. Treasury daily par yield curve and its October 2026 table. No public chart derived from an unlicensed stock-price feed is used. AI Debt series.

Market research only, not a recommendation to buy or sell.

How this was measured

Equity changes compare corroborated completed October 30 and November 6 regular-session closes; distributions are excluded. The Treasury comparison uses its dated 10-year daily par yield curve observations. No current corporate-bond price, total return or credit-spread conclusion is asserted without verified trades for the same eight CUSIPs.

Sources

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Educational commentary, not investment advice. See the full disclaimer.