Key Highlights

  • Eli Lilly (NYSE:LLY) was one of just two gainers in the group, adding 0.61% to USD 1,417.99 on November 4, but it retreated 3.55% on November 5 with no verified company catalyst.
  • Meta Platforms (NASDAQ:META) gained 1.44% while pricing a debut euro-denominated bond, a day after a five-part USD 15 billion dollar sale.
  • Tesla (NASDAQ:TSLA) shed 3.34% and then 10.77% on November 5, marking the sharpest two-session drop among the five.
  • Growth and AI selling pushed SpaceX and Broadcom down 3.81% and 2.00%, and both extended their losses on November 5.

SpaceX (NASDAQ:SPCX) and the Post-Election Slide

On the most-active list, SpaceX (NASDAQ:SPCX) carries the biggest valuation of the five, USD 1,845.94 billion, and it slid 3.81% to USD 135.92 across 135.44 million shares on November 4, 2026. Screen data include no P/E or EPS for this company. Its decline mirrored other growth and technology names during the post-election reshuffle, though Qualcomm rose 5.3% that session on a Starlink 5G agreement with SpaceX. On November 5 the stock dropped another 9.05% to USD 123.62, its lowest level in two months. Lacking reported earnings, its valuation depends on expectations for Starlink and launch income, which can change direction fast when appetite for risk fades. Share turnover was heavy, a sign of how widely the shares are owned and traded. Across the two sessions SpaceX placed second from the bottom of the five, consistent with a price tied to long-run growth instead of present earnings.

Meta Platforms (NASDAQ:META) and Its Funding Needs

Meta Platforms (NASDAQ:META) increased 1.44% to USD 630.00 on November 4 as it issued its first euro-denominated debt, roughly EUR 8.25 billion in six pieces, a day after a five-part USD 15 billion dollar offering. Funding sits at the center of the story. Back on October 29 the company placed USD 12.5 billion of 6.50% mandatory convertible preferred stock and agreed to a forward sale of about USD 25 billion of common shares at USD 625. In the third quarter, Capital outlays of USD 34.91 billion outpaced Operating Cash Flow of USD 32.79 billion, which left free cash flow near negative USD 2.12 billion, and the full-year capital budget is set at USD 135 billion to USD 145 billion. An October 30 move cut the Credit rating outlook to negative. Sales nonetheless rose 26% to USD 64.60 billion. META fell roughly 3.96% on November 5. A screen P/E of 21.48 appears moderate, but borrowing heavily to finance AI raises the bar that returns must clear.

Broadcom (NASDAQ:AVGO) and the AI Chip Trade

Broadcom (NASDAQ:AVGO) carries a Market Value of USD 1,553.72 billion and dropped 2.00% to USD 325.48 across 23.88 million shares, tracking other AI chip names after the midterm vote. No new company filing emerged during that stretch. Free cash flow stood at USD 13.7 billion, while Revenue reached USD 29.6 billion. The latest figures, dated September 2, listed AI semiconductor sales of USD 16.7 billion and a forward forecast of USD 21.7 billion for the coming quarter. Those results rank the company among the biggest providers of tailored AI processors and networking gear. On November 5 the stock fell far more sharply, ending at USD 291.53 after a 10.43% slide. Screen data show EPS growth of 100.12% alongside a P/E of 41.55. The mild opening loss hinted that buyers saw it as sturdier than pure GPU or memory plays, but the next session proved it is exposed when Data Center spending is in doubt.

Tesla (NASDAQ:TSLA) and Its Lofty Multiple

Tesla (NASDAQ:TSLA), worth USD 1,522.56 billion, slid 3.34% to USD 385.19 on November 4 and lost another 10.77% to USD 343.69 on November 5, the biggest two-day decline here. Trailing Earnings per share sit at USD 0.91 after a 39.26% decrease over twelve months, and the P/E reaches 423.70, the loftiest figure in the set. That means the shares lean almost wholly on products yet to earn profit. On November 6 Elon Musk remarked that Cybertruck output at Giga Texas would be wound down around mid next year, another sign that some lines have underdelivered. Tesla faces the largest exposure among the five to any pullback in appetite for risk, a point the post-election selloff in growth names made obvious. TSLA also posts the weakest profit trend of the group, which makes the high multiple hard to defend unless a fresh growth engine comes into view.

Eli Lilly (NYSE:LLY) and Obesity Drug Pricing

Eli Lilly (NYSE:LLY), with a USD 1,333.97 billion valuation, climbed 0.61% to USD 1,417.99 on November 4 as capital rotated out of tech. It then sank 3.55% to USD 1,364.73 on November 5, and no company-specific trigger was confirmed. A day earlier rival Novo Nordisk had boosted its guidance. Third-quarter figures for Lilly from a single market report indicated realized prices fell 15%, and 29% outside the US, while its oral GLP-1 pill Foundayo brought in USD 184 million against an expected USD 217 million. Lilly holds approximately 25% of the oral GLP-1 segment, compared with close to 75% for Novo. Screen data give EPS growth of 50.54% and an earnings multiple of 46.59. Calculated from the two closes, LLY declined about 3.0% across the period, nearly matching Meta's roughly 2.6% slide, since its operations have little connection to data centers. Obesity drug pricing pressure is the threat to track.

Where Things Stand

Meta and Eli Lilly fared best among the five most active stocks valued between USD 1.33 trillion and USD 1.85 trillion, each shedding roughly 3% over the pair of sessions on a calculated basis. Lilly edged up 0.61% on November 4, then lost 3.55% the next day without a confirmed catalyst, while Meta advanced as it borrowed to fund AI outlays before sliding about 3.96%. Broadcom and SpaceX dropped with growth and AI peers, and Tesla ended worst, off 3.34% and then 10.77%, carrying a P/E of 423.70. The ordering hints that distance from data center Demand went along with resilience during the post-election reshuffle.