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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.

Arm Stock Sinks 6.6% on Thin Volume, AI Valuation at 67x Sales
Markets Daniel Marsh

Arm Stock Sinks 6.6% on Thin Volume, AI Valuation at 67x Sales

Arm shares dropped 6.6% to $315.28 on thin volume, a pre-holiday warning. The stock remains priced at 67 times revenue, with fiscal Q1 results due July 29.

ARM SOXX QQQ
CrowdStrike Shares Surge Post-Split, Outpacing Cyber ETFs and Nasdaq
Markets Daniel Marsh

CrowdStrike Shares Surge Post-Split, Outpacing Cyber ETFs and Nasdaq

CrowdStrike (CRWD) shares surged 10.7% in four sessions after a 4-for-1 stock split, closing at $193.98. The stock outperformed the CIBR cybersecurity ETF and the QQQ.

CRWD CIBR QQQ
Intuitive Machines Stock Slips After NASA Award; Short Interest Data Due July 10
Markets Daniel Marsh

Intuitive Machines Stock Slips After NASA Award; Short Interest Data Due July 10

Intuitive Machines shares slipped 1.06% over the past five sessions, lagging the Nasdaq, despite winning a $148.3 million NASA contract. Short interest data on July 10 will be key.

LUNR FLY QQQ
JPMorgan's $50B Buyback Sets the Stage for Q2 Earnings Test
Markets Daniel Marsh

JPMorgan's $50B Buyback Sets the Stage for Q2 Earnings Test

JPMorgan Chase enters Q2 earnings with a $50B buyback authorization, offering a key metric for capital return capacity as the stock lags broader financials.

JPM XLF KBE SPY DIA
Disney (DIS) Lags S&P 500 as Toy Story 5 and Parks Demand Take Center Stage
Markets Daniel Marsh

Disney (DIS) Lags S&P 500 as Toy Story 5 and Parks Demand Take Center Stage

Disney (DIS) shares rose 3.96% on the final trading day before the holiday but ended the week up just 0.7%, trailing the S&P 500. Toy Story 5 crosses $623M globally, but parks unit remains key for investors.

DIS NFLX CMCSA
Dow Hits Record as Nasdaq Breadth Weakens; Fed and Earnings in Focus
Markets Daniel Marsh

Dow Hits Record as Nasdaq Breadth Weakens; Fed and Earnings in Focus

The Dow rose to a new record Thursday, but the Nasdaq slipped as chip stocks declined. Market breadth weakened, and traders await Fed minutes and key earnings for direction.

AAPL NVDA SNDK TSLA DAL PEP SCHW MFC TFC
Bloom Energy Ascends to Large-Cap Status with $25B AI Power Deal
Markets Daniel Marsh

Bloom Energy Ascends to Large-Cap Status with $25B AI Power Deal

Bloom Energy (BE) joins the Russell 1000 after a $25B AI power-financing deal with Brookfield, marking its shift to large-cap growth status.

BE BAM
GE Vernova's Weekly Gains Narrow as Q2 Earnings Approach
Markets Daniel Marsh

GE Vernova's Weekly Gains Narrow as Q2 Earnings Approach

GE Vernova (GEV) closes the holiday week up 6.5% but shares fell 5.3% over two sessions, narrowing the cushion to Bernstein's $1,206 target ahead of Q2 earnings.

GEV XLU ETN VRT PWR XLI
CoreWeave stock slides on Meta cloud threat concerns
Markets Daniel Marsh

CoreWeave stock slides on Meta cloud threat concerns

CoreWeave shares dropped 15.36% over five sessions, erasing year-to-date gains, as Meta's reported AI-cloud plans spark concerns over customer reliance.

CRWV META NBIS NVDA MSFT
GTA VI Preorders Could Boost Take-Two Revenue by $240M-$360M, Analyst Says
Markets Daniel Marsh

GTA VI Preorders Could Boost Take-Two Revenue by $240M-$360M, Analyst Says

Take-Two Interactive shares rose 6.9% last week, outperforming the Nasdaq and S&P 500, as analysts highlight potential $240M-$360M in GTA VI preorder revenue.

TTWO EA RBLX
AT&T Slides 9.4% on Starlink Fears, Dividend Yield Swells Ahead of Q2 Report
Markets Daniel Marsh

AT&T Slides 9.4% on Starlink Fears, Dividend Yield Swells Ahead of Q2 Report

AT&T (NYSE:T) fell 9.4% amid Starlink mobile concerns, with dividend yield rising above 5.4%. Q2 earnings on July 22 will test the bull case.

T VZ TMUS
Oklo Stock Faces DOE Milestone and $1.65B Short Interest
Markets Daniel Marsh

Oklo Stock Faces DOE Milestone and $1.65B Short Interest

Oklo shares ended the week at $52.36, up 4.7%, as the company awaits DOE approval for its Groves reactor. Short interest remains elevated at 19.29% of float, valued at $1.65 billion.

OKLO SMR LEU NNE LTBR