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Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.

Magnificent Seven's $797B Wipeout Puts Cash Flow in Spotlight
Markets Daniel Marsh

Magnificent Seven's $797B Wipeout Puts Cash Flow in Spotlight

The Magnificent Seven lost $797 billion in market cap as Alphabet and Tesla's heavy capex spending raised cash flow concerns, shifting investor focus to liquidity.

GOOGL TSLA META MSFT AAPL AMZN
Market Steadies as Oil Dips Below $100; Yen Slides Sharply
Markets Daniel Marsh

Market Steadies as Oil Dips Below $100; Yen Slides Sharply

U.S. futures steadied amid easing U.S.-Iran tensions, sending oil below $100. The yen slumped to 40-year lows, UK retail sales surged, and Nestle urged clearer food labels.

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IREN Shares Rally 20.7% as AI Contracts Secure 85% of $4B ARR Target
Markets Daniel Marsh

IREN Shares Rally 20.7% as AI Contracts Secure 85% of $4B ARR Target

IREN Limited (NASDAQ:IREN) shares surged 20.7% as AI contracts cover 85% of its $4B ARR target, with 45% of GPU costs prepaid. Focus shifts to delivery of 480 MW capacity.

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Micron Surges as AI Spending Highlights Memory Supply Constraints
Markets Daniel Marsh

Micron Surges as AI Spending Highlights Memory Supply Constraints

Micron Technology (NASDAQ: MU) gained 3.2% on Thursday as the Nasdaq fell 2.15%, with investors favoring memory suppliers amid Alphabet's $15B capex increase and Tesla's demand comments.

MU GOOGL NVDA TSLA
Amkor Technology Surges 13% After Landing $1.5B Nvidia Packaging Deal
Markets Daniel Marsh

Amkor Technology Surges 13% After Landing $1.5B Nvidia Packaging Deal

Amkor Technology shares rose 13.3% in after-hours trading after securing a $1.5 billion packaging contract with Nvidia, which includes an advance payment to expand U.S. capacity.

AMKR NVDA
PG&E Stock Drops 3% Despite Earnings Beat as Data Center Growth Remains Nascent
Markets Daniel Marsh

PG&E Stock Drops 3% Despite Earnings Beat as Data Center Growth Remains Nascent

PG&E (NYSE:PCG) shares slid 3.1% to $17.54 despite core EPS beating estimates by 11%, as its data center pipeline surged to 12.71 GW but only 5% has reached agreements or construction.

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Nasdaq Drops 2.2% as Oil Hits $100, AI Spending Strains Alphabet and Tesla
Markets Daniel Marsh

Nasdaq Drops 2.2% as Oil Hits $100, AI Spending Strains Alphabet and Tesla

U.S. stocks closed sharply lower Thursday as Brent crude topped $100 and heavy AI capital spending strained Alphabet and Tesla, dragging the Nasdaq down 2.15%.

GOOGL TSLA MSFT META AMZN XOM CVX
SSI Payment Shift May Boost Walmart's Q2 Sales
Markets Daniel Marsh

SSI Payment Shift May Boost Walmart's Q2 Sales

The August 2026 SSI payment moves to July 31, aligning with Walmart's fiscal quarter end and potentially boosting Q2 sales. Dollar General and Dollar Tree see no timing change.

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Lucas GC Soars 85% on Massive Volume, CTO Transition Set
Markets Daniel Marsh

Lucas GC Soars 85% on Massive Volume, CTO Transition Set

Lucas GC shares rocketed 85% on volume exceeding shares outstanding. The CTO steps down as senior adviser next week.

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Megacap Cash Burn and Surging Oil Pressure Markets
Markets Daniel Marsh

Megacap Cash Burn and Surging Oil Pressure Markets

U.S. stocks fell sharply on Thursday, led by a 2.3% drop in the Nasdaq, after Alphabet and Tesla reported heavy capital spending and negative free cash flow. Brent crude surged above $101, adding to inflation fears ahead of the Fed meeting.

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Dow Plunges 507 Points; Tech Giants Alphabet, Amazon, Salesforce Fuel Nearly Half the Drop
Markets Daniel Marsh

Dow Plunges 507 Points; Tech Giants Alphabet, Amazon, Salesforce Fuel Nearly Half the Drop

The Dow Jones fell 507 points as Alphabet, Amazon, and Salesforce accounted for nearly half the drop. Oil above $100 and rising rate hike odds added pressure, while Honeywell gained.

GOOGL AMZN CRM TSLA HON USO TLT
Sky Quarry Stock Surges on Record Trading Volume Ahead of Refinery Restart
Markets Daniel Marsh

Sky Quarry Stock Surges on Record Trading Volume Ahead of Refinery Restart

Sky Quarry shares surged 34.4% on heavy trading volume, far exceeding the company's total outstanding shares, as speculation builds around a planned refinery restart in Nevada.

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