Inside Tuesday's JOLTS report, the quits number told the sharper story. Voluntary quits jumped 321,000 in September to 3.365 million, the highest level since March 2025, per the BLS.
That monthly increase was the largest since May 2023. Workers quit at that rate when they expect to find something better.
The 10-year Treasury yield jumped about 7 basis points to 4.96%.
The headline openings figure landed at 7.523 million, beating the 7.164 million consensus by about 360,000. The prior month was revised up to 7.19 million from 7.079 million.
The 10-year yield rose from Monday's 4.89% to about 4.96%, its biggest one-day increase since September 28. The 2-year climbed to 4.625% per CNBC, up about 4.2 basis points.
Restaurants and hotels drove most of the quits gain. Friday's payrolls will test whether the broader labor market is truly reaccelerating.
After the close, three AI companies challenged the rate-driven tech selloff. AMD posted a record $13.4 billion in revenue, beating the $13.09 billion consensus, with data center sales nearly doubling.
Non-GAAP earnings of $2.09 per share topped the $1.94 estimate. Super Micro's $19.9 billion topped estimates by more than $3 billion.
Arista grew revenue 58.5%, its fastest since its 2014 IPO. AMD climbed about 7% after hours.
Super Micro rose about 6%. Today's open inherits all three.
The S&P 500 gained 0.36% to 7,568.92 per CNBC, snapping a three-day losing streak. The index sits about 3.2% below its October 6 record.
The Nasdaq added 0.83%, lifted by chip names. Only four of eleven sectors finished higher, and decliners led advancers by about 1.7 to 1.
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Apple fell 1.9% to $331.90 on Monday night's weak margin guidance, as the Dow fell 197 points. The equal-weight S&P fell again, and the after-hours chip results test whether that gap narrows.
WTI crude whipsawed on Iran headlines. Signs of ongoing diplomacy briefly sent prices below $95.
An Iranian official denied the reports on social media hours later. WTI settled near $96.09 per Investing.com, down about 0.4% from Monday's $96.46.
Gold fell to roughly $3,930 per Trading Economics, its third straight session below $4,000 and up about 1.4% this month. The Iran deal's credibility is today's swing factor for oil and the inflation premium in yields.
ADP's October employment report lands at 8:15 a.m. ET with consensus at 67,000 jobs, down from 90,000 in September. After Tuesday's JOLTS beat, a number near consensus still keeps pressure on yields.
The September trade balance follows at 8:30 a.m., consensus at a $104.9 billion deficit, narrowing from August's $105.6 billion. Uber, McDonald's, and CVS Health report before the bell.
Midterm results filter in through the morning. AMD, Super Micro, and Arista's after-hours numbers are the more direct catalyst for a Nasdaq still about 8% below its October 6 record.
