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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.

Bloom Energy Shares Jump 5% on Nebius AI Power Deal
Markets Daniel Marsh

Bloom Energy Shares Jump 5% on Nebius AI Power Deal

Bloom Energy (BE) rose 5.1% to $241.72 on Monday as investors weighed a 328 MW Nebius deal against a rich valuation of 16.7x sales. Q2 revenue surged 165.5%.

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Keel Infrastructure Stock Plunges 11% as Lease Uncertainties Weigh on Valuation
Markets Daniel Marsh

Keel Infrastructure Stock Plunges 11% as Lease Uncertainties Weigh on Valuation

Keel Infrastructure (KEEL) shares fell 11.3% to $5.26 early Monday, with 49.1M shares traded, as ongoing lease negotiations and valuation concerns overshadowed strong liquidity.

AEP Dips as Oklahoma Deal Trims Rate Hike Request by 75.6%
Markets Daniel Marsh

AEP Dips as Oklahoma Deal Trims Rate Hike Request by 75.6%

AEP shares edged lower as a partial settlement in Oklahoma cuts PSO's rate request by 75.6% to $73 million, with return on equity reduced to 9.375%.

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Nasdaq Outpaces Dow as AI Infrastructure Stocks Rally
Markets Daniel Marsh

Nasdaq Outpaces Dow as AI Infrastructure Stocks Rally

Nasdaq gains 0.21% while Dow slips 0.13% as AI memory and connectivity stocks surge, but oil price and geopolitical risks temper broader market enthusiasm.

ALAB MRVL SNDK MU NVDA NBIS WDAY CSCO AAPL USO GLD
Rheinmetall Rallies on NATO Drone Interception, Air Defense Backlog Swells
Markets Daniel Marsh

Rheinmetall Rallies on NATO Drone Interception, Air Defense Backlog Swells

Rheinmetall (RHM) rose 1.7% after a NATO jet shot down a drone over Romania, underscoring demand for air-defense systems. The company's backlog stands at €3.1B.

RTX LMT
Nokia ADRs Slide 7.5% as AI Order Surge Sparks Profit-Taking
Markets Daniel Marsh

Nokia ADRs Slide 7.5% as AI Order Surge Sparks Profit-Taking

Nokia ADRs dropped 7.5% on Monday despite strong AI/cloud order momentum, as investors took profits after a recent optical-networking surge.

NVDA
Premarket: AI Memory Stocks Outperform Software by 5.6 Points
Markets Daniel Marsh

Premarket: AI Memory Stocks Outperform Software by 5.6 Points

Premarket action shows a 5.6-point gap between AI memory hardware and software stocks, with Micron and Sandisk leading gains. Software names like Oracle and ServiceNow lag.

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L3Harris CEO Ousted After Probe; Shares Slide 3%
Markets Daniel Marsh

L3Harris CEO Ousted After Probe; Shares Slide 3%

L3Harris shares dropped 3% after the board ousted CEO Christopher Kubasik over conduct issues. Sam Mehta, who led segments generating 83.5% of revenue, takes over immediately.

LHX
Micron Surges 3.5% as US Policy Shift Bolsters AI Memory Demand
Markets Daniel Marsh

Micron Surges 3.5% as US Policy Shift Bolsters AI Memory Demand

Micron shares jumped 3.5% premarket after US policy curbs Apple's China memory chip purchases, easing price pressure and highlighting strong AI-driven demand.

MU AAPL SNDK
JB Hi-Fi Plunges 12% as Record FY26 Results Fail to Offset Soft July Sales
Markets Daniel Marsh

JB Hi-Fi Plunges 12% as Record FY26 Results Fail to Offset Soft July Sales

JB Hi-Fi shares dropped 12.31% to A$71.65 after record FY26 results were overshadowed by weak July sales, with comparable sales falling across all Australian banners.

IREN Stock Rises 3.8% as Microsoft Approves First AI Data Center Phase
Markets Daniel Marsh

IREN Stock Rises 3.8% as Microsoft Approves First AI Data Center Phase

IREN shares gained 3.8% premarket as Microsoft approved Horizon 1, the first 50MW phase of its $9.7B AI cloud deal, easing concerns over ambitious revenue targets.

IREN MSFT NVDA CRWV NBIS APLD
Boeing's Apache Deals Highlight Defense Growth Amid Margin Squeeze
Markets Daniel Marsh

Boeing's Apache Deals Highlight Defense Growth Amid Margin Squeeze

Boeing's confirmed Apache contracts total $7.43B, 8.7% of defense backlog, but defense segment posted an operating loss last quarter. Stock slips 0.2% premarket.

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