Markets News
Latest stock market news and real-time market analysis. Track S&P 500, Nasdaq, and Dow Jones movements, sector rotations, and breaking market events.
Narrow Tech Selloff Masks Broad Market Resilience as Rotation Plays Out
While the Nasdaq fell 0.9% on a memory-chip selloff, the equal-weight S&P 500 rose 0.18%, indicating the selling is narrow and a rotation into energy and defensive stocks is underway.
CHPY Outperforms DRAM Amid Memory Selloff, But 62% of 2026 Payouts Were ROC
CHPY fell 3.15% on Monday, outperforming DRAM's 8.23% slide, but 62% of its 2026 payouts were return of capital. DRAM's concentration in memory stocks drove the gap.
Ondas Shares Dip 2.3%, DZYNE Deal Value Falls $73 Million on Market Slide
Ondas Inc. shares fell 2.3% to $7.09, cutting the value of shares issued to DZYNE sellers by $73 million. The deal's equity valuation now stands at 8.3x projected 2026 revenue.
Boeing's Q1 Institutional Buying: A Drop in the Trading Bucket
Three financial firms increased Boeing (BA) stakes in Q1, but the net addition of 66,217 shares represents only 1.03% of average daily volume. Production progress is more critical.
Oil Rally Drives 2-Year Treasury Yield to 17-Month High; Yield Curve Holds Steady
Oil's surge to $79.43 lifted the 2-year Treasury yield to its highest since February 2025, while the yield curve stayed steady at 34.6 basis points.
Oracle Stock Dips on $260 Billion AI Data Center Lease Plan
Oracle shares fell 2.9% after the company unveiled a $260 billion AI data center lease plan, raising concerns about near-term cash flow vs. spending.
SoFi Stock Rises Amid Market Turmoil; Deposit Cost Advantage in Focus
SoFi Technologies (SOFI) gained 2.8% in premarket trading Monday, bucking Nasdaq futures weakness, as investors eye a $622 million deposit cost advantage ahead of Q2 earnings on July 29.
Agenus Stock Surges 59% on $340 Million Funding Deal
Agenus (AGEN) shares jumped 59% premarket on a $340 million financing deal, though full exercise of warrants could nearly triple the share count. The funds support a strategic pivot to a major colon cancer trial.
