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ASX 200 futures +0.2% on 9 November as US chip stocks rebound 4.21%; ANZ cash profit $7.59 billion

NVDA.US +2.78%, AMD.US +11.04%; AUD -0.80% to 0.6877; gold -0.94%; China CPI and building approvals today.

Mixed3 min readBy Swingfolio Research

At a glance

ASX 2009,021-0.49%
S&P 5007,377+0.31%
NASDAQ24,579+1.09%
Dow51,286-0.46%
VIX25.64-9.01%
Gold4,075-0.94%
Brent98.32+0.03%
AUD/USD0.6877-0.80%
ASX SPI futures9,036+0.17%

ASX 200 futures +0.2% on 9 November as US chip stocks rebound 4.21%; ANZ cash profit $7.59 billion

Sentiment: mixed ASX 200 futures: +0.2%

ASX 200 futures rose about 0.2% to 9,036 by 6:47am AEDT on 9 November 2026 after the Philadelphia Semiconductor index recovered 4.21% on Friday, lifting the Nasdaq 1.09% and the S&P 500 0.31% to 7,376.86. ANZ.AU reported full-year cash profit of $7.59 billion before the open, up 31% and ahead of the $7.55 billion Visible Alpha consensus. The ASX 200 opens from 9,020.8 with AUD/USD at 0.6877, down 0.80% on Friday after US payrolls beat forecasts.

Overnight drivers

  • Chips: Philadelphia Semiconductor index +4.21% to 9,390.25, after a 12.25% fall on Thursday. AMD.US rose 11.04%, INTC.US 7.71%, MU.US 5.12% and NVDA.US 2.78%. NXT.AU closed Friday at $10.40 (+5.58%) and XRO.AU at $70.74 (-0.17%); the ASX 200 Information Technology index fell 0.78% that day.
  • US jobs and yields: October payrolls rose 165,000 against about 70,000 forecast, per ABC, and unemployment fell to 4.1%. The US 10-year yield rose 2.2 bps to 4.86% and the Australian 10-year sits at 5.01%. US banks lagged: XLF.US -0.59%.
  • AUD: 0.6877, down 0.80% on Friday and its lowest level since March, per ABC. A weaker AUD lifts the AUD value of US-dollar revenue at CSL.AU, which closed Friday at $202.04.
  • Gold: December futures -0.94% to US$4,074.90/oz. The All Ords Gold index fell 2.67% on Friday, with EVN.AU -2.64% and NST.AU -1.12%.

Overnight Wall Street

  • S&P 500: 7,376.86 (+0.31%)
  • Nasdaq: 24,579.42 (+1.09%)
  • Dow: 51,285.73 (-0.46%)
  • VIX: 25.64 (-9.01%)

The S&P 500 rose 23.13 points on Friday 6 November 2026 and still lost 2.68% for the week. Advancers trailed decliners 202 to 297, so the gain came from chip and large tech names: XLK.US +1.45% and TSLA.US +4.23%, while XLE.US was flat at -0.02%. In Europe the DAX lost 1.92%, the FTSE 100 1.01% and the STOXX 600 1.00%.

Nvidia's board opened an independent investigation over the weekend after a media report about CEO Jensen Huang; the company said it has no reason to believe US national security or company secrets were compromised, per ABC. NVDA.US closed Friday at US$186.64.

Commodities and FX (AU-relevant)

  • Gold: US$4,074.90/oz (-0.94%)
  • Brent: US$98.32 (+0.03%)
  • Iron ore 62%: US$92.40/t (-0.7%)
  • AUD/USD: 0.6877 (-0.80%)

BHP.US rose 1.67% and RIO.US 0.69% in New York on Friday, after BHP.AU closed at $57.62 (-2.34%) and RIO.AU at $149.93 (-2.03%) in Sydney, where the ASX 200 Resources index fell 2.16%. January Brent was flat at US$98.32 after Iraq said it reached understandings with the US to export oil through the Strait of Hormuz via a lane near Oman. WDS.AU closed Friday at $30.74 (+0.49%) and STO.AU at $8.56 (0.00%). Copper fell 0.52% to US$6.24/lb.

Key themes for the ASX open

  • ANZ.AU: Statutory profit rose 23% to $7.27 billion against $7.39 billion consensus. The final dividend is 83 cents, unchanged, for $1.66 across the year. Credit impairment charges rose $141 million to $582 million as ANZ cited rising rates and household costs; the AFR reports the margin was flat. ANZ.AU closed Friday at $40.34 and trades ex-dividend on Thursday.
  • Banks: NAB.AU closed Friday at $40.00 (+2.67%), WBC.AU at $37.03 (+1.06%) and CBA.AU at $167.51 (+0.73%). NAB.AU named Ian Saines as chair-elect this morning. The ASX 200 Financials index rose 0.55% on Friday.
  • Asia: The Nikkei fell 5.96% on Friday and the Kospi 6.02%, while the ASX 200 lost 0.49%. The Hang Seng fell 1.27%.
  • EOS.AU: Electro Optic Systems announced a US$16 million Middle East counter-drone order. The stock closed Friday at $7.02 (-4.62%).
  • MQG.AU: closed Friday at $248.86 (-3.69%) after its half-year result.

Economic calendar today

  • 9:30am AEDT: RBA Assistant Governor Sarah Hunter speaks at the UBS Australasia Conference
  • 10:00am AEDT: ANZ.AU results briefing
  • 11:30am AEDT: ABS building approvals, September
  • 12:30pm AEDT: China CPI and PPI, October
  • Wednesday 12:30am AEDT: US CPI, October

What to watch

  • Gap between volatility gauges: the US VIX closed at 25.64 and the ASX VIX at 11.90, a 13.7-point spread.
  • ASX 200 futures at +0.2% compare with a 4.21% chip rebound in the US, and the ASX 200 carries little chip exposure.
  • US October CPI lands early Wednesday AEDT, with markets pricing about a 78% chance of a December Fed rate rise, per Reuters.

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Disclaimer

This briefing provides market observations and general information only. It is not personal financial advice and does not take into account your objectives, situation or needs. Past performance is not a reliable indicator of future performance. Consider seeking independent advice before acting on any information presented here.

Prices and market data sourced from EODHD and Yahoo Finance and may be delayed. Swingfolio does not hold an AFS licence and does not provide personal advice. Editorial standards and methodology →