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.
REITs Rally as Yields Slide; AVB Leads Sector Gains
U.S. REITs outperformed on Thursday as July PPI cooled, pushing the 10-year yield to 4.645%. AvalonBay (AVB) advanced 2.5%.
PG&E Stock Lags Market After Bay Area Quake; Earnings Beat
PG&E (PCG) shares dipped 1.67% on Thursday, lagging the S&P 500 by 2.2 points after a Bay Area earthquake, though no damage was reported. Q2 earnings beat estimates, but revenue missed, and analysts remain bullish.
Nasdaq Nears Record as Tech Rally Gains Momentum
The Nasdaq Composite rose 0.89% to 26,824.18, remaining about 1.35% below its June intraday high. Falling Treasury yields and softer oil prices fueled tech gains, with semiconductors leading the way.
HPE Surges 6% on Morgan Stanley Upgrade; $71 Target Signals More Upside
HPE shares climbed 5.97% to $62.30 after Morgan Stanley upgraded the stock to Overweight and raised its price target to $71, citing robust AI infrastructure demand.
IREN Gains on Microsoft's First AI Data Center Acceptance
IREN shares jumped 4.76% in premarket after Microsoft accepted the first 50MW of a $9.7B AI infrastructure deal, marking a key milestone.
Rocket Shares Edge Up as Mortgage Rates Hit 3-Week Low
Rocket Companies (RKT) edged up 0.8% in premarket trading as mortgage rates dropped to a three-week low, but the company's Q3 revenue outlook remains down 5.8% from Q2.
Stellantis Faces Inventory Pressure Despite Police Charger Buzz
Stellantis (STLA) saw a surge in Dodge police Charger searches, but a thin 1.8% margin and 93-day inventory keep analysts cautious.
Small-Cap Index Notches Record Close Ahead of Key Inflation Data
The Russell 2000 closed at an all-time high, extending its 2026 lead over the S&P 500. Thursday's PPI report will test whether easing rate concerns can sustain the small-cap rally.