S&P 500 heads into Friday after 25-point gain as AI stocks wobble

Published on 10/16/2026 at 13:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

The S&P 500 heads into Friday at 7,744 points as AI shares remain under pressure; industrial production is due at 9:15 a.m. ET.

Rates and stock rotation

The index settled at 7,744 points on October 15, gaining 25 points or 0.3 percent.
Healthcare led sector gains with a 1.84 percent advance as investors rotated from AI stocks.
Nvidia fell 1.8 percent, while Dell Technologies lost 6.9 percent.
Industrial production is due October 16 at 9:15 a.m. ET, with a 0.4 percent forecast.

Belebter Börsenhandelssaal mit großen Anzeigetafeln und Händlern in Anzügen — S&P Global Inc. (ISIN US78378X1072): Börsen-Editorial-Foto eines belebten Trading-Floors mit generischen Ticker-Anzeigen und Charts, Illustration mit AI erstellt.

The S&P 500 closed at 7,744 points on October 15, up 25 points or 0.3 percent, after recovering from early losses, Associated Press reported. Healthcare stocks led the rotation, rising 1.84 percent as investors moved away from AI shares.

Nvidia fell 1.8 percent after Taiwan Semiconductor Manufacturing gave a cautious 2027 outlook, Yahoo Finance reported. S&P 500 futures were up 0.1 percent at 6:42 a.m. ET on October 16, pointing to a mixed start, Investopedia reported.

Why did the S&P 500 recover?

Investors shifted toward healthcare and consumer shares after an AI-linked selloff. Eli Lilly and UnitedHealth benefited from Deutsche Bank upgrades, while server makers remained under pressure over debt exposure tied to AI infrastructure.

Winners and losers in the S&P 500

Thursday's winners and losers came from the same session close, according to Yahoo Finance:

Eli Lilly up 3.6 percent: Deutsche Bank upgraded the stock.
UnitedHealth up 2.8 percent: Deutsche Bank upgraded the stock.
Dell Technologies down 6.9 percent: investors remained concerned about AI-related debt exposure.
Hewlett Packard Enterprise down 7.1 percent: server stocks stayed under pressure over financing risks.

What comes next for the S&P 500?

October 16, 2026, 8:30 a.m. ET: Import prices are expected to rise 0.6 percent after 0.7 percent, FX Empire reports.
October 16, 2026, 9:15 a.m. ET: Industrial production is forecast to rise 0.4 percent after a flat reading, FX Empire reports.
October 16, 2026, 4:00 p.m. ET: Treasury International Capital data are scheduled after the regular session, FX Empire reports.

More market reports and analysis on the S&P 500