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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.

UiPath Stock Rebounds After IBM Rout, Trades Near Buyback Level
Markets Daniel Marsh

UiPath Stock Rebounds After IBM Rout, Trades Near Buyback Level

UiPath stock bounced back 7.3% from its session low after an IBM-driven selloff, now trading near its buyback price of $11.47 with a cash-heavy balance sheet.

PATH PEGA APPN IBM
IBM Warning on AI Spending Hits ServiceNow Stock, Testing Premium Valuation
Markets Daniel Marsh

IBM Warning on AI Spending Hits ServiceNow Stock, Testing Premium Valuation

ServiceNow shares fell sharply after IBM flagged that AI server and storage investments are diverting funds from software, raising scrutiny ahead of its Q2 results.

NOW IBM CRM WDAY UBS
United's Table-Seat Experiment: Four Seats Must Earn 50% More
Markets Daniel Marsh

United's Table-Seat Experiment: Four Seats Must Earn 50% More

United Airlines is testing a shared-table row on its A321XLR jets, blocking two middle seats. The four remaining seats must generate 50% more revenue to match a standard row.

UAL DAL AAL ULCC
Nasdaq Futures Surge on Soft CPI, but Energy Drop Masks Underlying Inflation
Markets Daniel Marsh

Nasdaq Futures Surge on Soft CPI, but Energy Drop Masks Underlying Inflation

Nasdaq futures rose 1.38% after June CPI fell 0.4%, the largest monthly drop since April 2020, but energy contributed most of the decline. IBM shares tumbled 22% on disappointing preliminary Q2 revenue.

IBM QQQ SPY DIA
Nasdaq Surges on Softer CPI as Dow Stalls Under IBM's Weight
Markets Daniel Marsh

Nasdaq Surges on Softer CPI as Dow Stalls Under IBM's Weight

Nasdaq 100 futures rose 1.38% after a softer June CPI report, while Dow futures barely budged due to IBM's 22% plunge. JPMorgan and Wells Fargo beat earnings estimates but faced headwinds from higher costs.

IBM JPM WFC SPY QQQ GLD USO
NIO Stock Surges on Goldman Upgrade Amid Stiff Delivery Targets
Markets Daniel Marsh

NIO Stock Surges on Goldman Upgrade Amid Stiff Delivery Targets

NIO shares climbed 3.7% in premarket trading Tuesday after Goldman Sachs upgraded the stock to Buy, setting a $7 price target. The upgrade hinges on NIO achieving 43% vehicle volume growth in 2026.

NIO GS XPEV LI
Oracle's $95 Billion Capex Challenge Looms Over $638 Billion Backlog
Markets Daniel Marsh

Oracle's $95 Billion Capex Challenge Looms Over $638 Billion Backlog

Oracle shares fell to a 52-week low as the company faces a $95 billion capital spending hurdle that could exceed its fiscal 2027 revenue target of $90 billion.

ORCL SPGI AMZN MSFT
Nvidia Lags Chip Sector by 65 Points Amid Stricter Asia Sales Reviews
Markets Daniel Marsh

Nvidia Lags Chip Sector by 65 Points Amid Stricter Asia Sales Reviews

Nvidia shares are underperforming the broader chip index by over 65 points as tighter sales reviews in Asia raise concerns about revenue growth.

NVDA AMD AVGO TSM
JPMorgan Filings Reveal Q1 Sell-Off Nearly Double SEC Data
Markets Daniel Marsh

JPMorgan Filings Reveal Q1 Sell-Off Nearly Double SEC Data

New filings for JPMorgan Chase reveal institutional selling in Q1 was nearly double the SEC-reported data, led by Sumitomo Mitsui Trust Group, while earnings beat estimates.

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Ondas Shares Dip Cuts DZYNE Acquisition Value by $84M
Markets Daniel Marsh

Ondas Shares Dip Cuts DZYNE Acquisition Value by $84M

Ondas Inc. (ONDS) shares dropped 12.4% below the stock portion's embedded value in its DZYNE Technologies acquisition, cutting the deal's implied market value by $84 million.

ONDS RCAT AVAV KTOS
Twin Vee Soars 416% on Merger Deal, USFM Stake Fuels Rally
Markets Daniel Marsh

Twin Vee Soars 416% on Merger Deal, USFM Stake Fuels Rally

Twin Vee PowerCats (VEEE) surged 416% after announcing a merger that gives holders a 10% stake in a new public company, with a $142 million benchmark.

VEEE
SK hynix and Samsung Rally Masks Broad KOSPI Weakness; U.S. Premium Suggests $246 Billion Valuation Gap
Markets Daniel Marsh

SK hynix and Samsung Rally Masks Broad KOSPI Weakness; U.S. Premium Suggests $246 Billion Valuation Gap

SK hynix and Samsung Electronics rallied, propping up the KOSPI, but the broader market declined. A 27% U.S. premium on SK hynix ADRs points to a $246 billion valuation gap.

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