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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.

Opendoor Retreats After Options Expiry Fuels Rally Reversal
Markets Daniel Marsh

Opendoor Retreats After Options Expiry Fuels Rally Reversal

Opendoor Technologies (OPEN) dropped 6.6% on Friday after a surge in options trading expired, erasing most of Thursday's 10.7% rally.

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Plug Power Shares Slide 5.5% on Target Cut Despite Major Hydrogen Deal
Markets Daniel Marsh

Plug Power Shares Slide 5.5% on Target Cut Despite Major Hydrogen Deal

Plug Power shares fell 5.5% Friday after Susquehanna cut its target by $1.25, wiping $1.75 billion in implied equity value, as a 50-MW hydrogen order from Orica failed to calm investor worries about cash flow.

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Intel Stock Dips Despite Foundry Revenue Surge, External Sales Still Minimal
Markets Daniel Marsh

Intel Stock Dips Despite Foundry Revenue Surge, External Sales Still Minimal

Intel shares fell 2.5% despite a 461% surge in foundry external sales, as most gains came from Altera's reclassification. External revenue remains negligible.

INTC AMD NVDA SOXX
Fermi's $375M Convertible Bond Triggers 17.8% Stock Plunge, Wiping Out $820M in Value
Markets Daniel Marsh

Fermi's $375M Convertible Bond Triggers 17.8% Stock Plunge, Wiping Out $820M in Value

Fermi shares tumbled 17.8% after a $375M convertible bond sale, erasing $820M in market value—more than double the raise amount.

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Julong Stock Plunges After 318% Rally, Trading Halted Amid Thin Float
Markets Daniel Marsh

Julong Stock Plunges After 318% Rally, Trading Halted Amid Thin Float

Julong Holding shares saw extreme volatility, tripling then crashing, with multiple halts. The thin float and high turnover suggest a speculative event.

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SoFi Stock Gains on AI Hype, but Revenue Impact Modest
Markets Daniel Marsh

SoFi Stock Gains on AI Hype, but Revenue Impact Modest

SoFi stock gained 2.8% on AI enthusiasm from its Composer acquisition, though subscription revenue is a small fraction of total. Cross-selling and fee-based growth are the real story.

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SCHD Leads ETF Inclusion Lists as Yield Gap and Sector Rotation Signal Shift
Markets Daniel Marsh

SCHD Leads ETF Inclusion Lists as Yield Gap and Sector Rotation Signal Shift

SCHD appears on three new ETF lists from July 8-10, 2026, but its 85-basis-point yield gap versus Treasuries and heavy underweight in tech suggest a broader sector rotation.

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Lloyds Shares Edge Higher as Buyback Provides Key Support Level
Markets Daniel Marsh

Lloyds Shares Edge Higher as Buyback Provides Key Support Level

Lloyds shares gained 0.76% to 112.55p, trading near the average price of its latest 24-million-share buyback. The BoE's hawkish stance and proposed capital rule easing provide support, though housing weakness and motor finance uncertainty remain.

Micron's $48B Surge Fades as SK Hynix US Debut Looms
Markets Daniel Marsh

Micron's $48B Surge Fades as SK Hynix US Debut Looms

Micron Technology (MU) slips 1.7% in premarket after a $48 billion market cap jump, as SK Hynix begins US trading. Analysts compare valuations amid AI memory demand.

MU
Netflix Edges Higher on Live-TV Plans; Cash Yield in Focus
Markets Daniel Marsh

Netflix Edges Higher on Live-TV Plans; Cash Yield in Focus

Netflix (NFLX) shares edged up 0.2% premarket amid reports of live-TV and bundle plans to counter sluggish viewer engagement, with Q2 earnings due July 16.

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SpaceX Stock Retreats as Bond Yields Widen, Signaling Divergent Investor Sentiment
Markets Daniel Marsh

SpaceX Stock Retreats as Bond Yields Widen, Signaling Divergent Investor Sentiment

SpaceX stock slipped 1% ahead of Friday's open, pulling back from Thursday's 2.6% gain, as the company's 2036 bonds saw yields widen by 30 basis points.

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Ondas Shares Surge 4.1% as Post-DZYNE Equity Value Hits $4.7 Billion
Markets Daniel Marsh

Ondas Shares Surge 4.1% as Post-DZYNE Equity Value Hits $4.7 Billion

Ondas stock rose 4.1% to $7.65, with equity value reaching $4.7 billion after the DZYNE acquisition. The forward sales multiple is 9x the 2026 revenue target.

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