Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is up +0.29%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.37%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.41%.  June E-mini S&P futures (ESM26) are up +0.28%, and June E-mini Nasdaq futures (NQM26) are up +0.39%.

Stocks are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

Tech stocks are being undercut today by weakness in chip and software stocks.

In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.

The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday.  Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.

The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.4%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German Bund yield is down -1.6 bp at 3.015%.  The 10-year UK gilt yield is down -4.2 bp at 4.863%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday.  The stock is expected to open substantially above its IPO price of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.

Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.

Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.

Energy stocks and service providers are mixed despite today’s continued slump in oil prices.  Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22.  Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

S&P Futures Climb as U.S.-Iran Peace Deal Nears, SpaceX Debut in FocusStocks Climb Before the Open on U.S.-Iran Peace Hopes, PPI Data in FocusNasdaq Futures Plunge as Tech Selloff Deepens, U.S. Inflation Data in FocusStocks Set to Extend Rebound Amid AI Dip-Buying

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.64%.  June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +0.79%.

Stocks are seeing support again today as reports circulate that an interim US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  However, Iran said its leaders still need to make a final decision on the proposed interim peace deal.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -3% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

In positive news for stocks, the University of Michigan’s June US Consumer Sentiment Index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.  Also, the University of Michigan’s June 1-year inflation expectations rate eased to +4.6% from +4.8% in May, and was weaker than expectations of +4.9%.  The June 5-10 year inflation expectations rate eased to +3.4% from +3.9% in May, weaker than expectations of +3.8%.

The markets are discounting a zero percent chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.9%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -3 ticks, and the 10-year T-note yield is up +1.6 bp at 4.477%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.1 bp at 2.306%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German bund yield is down -3.3 bp at 2.999%.  The 10-year UK gilt yield is down -6.6 bp at 4.839%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, started trading today near $160 per share, up nearly +20% from Thursday’s IPO of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the favorable SpaceX debut, with EchoStar (SATS) down more than -9%, and Rocket Lab (RKLB) down more than -7%.

Chip stocks recovered from early losses and are trading mostly higher.  The iShares Semiconductor ETF (SOXX) is up +2.25% today, adding to Thursday’s sharp rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include Arm Holdings (ARM)with a gain of more than +10%, and gains of more than +5% in Qualcomm (QCOM), AMD (AMD), and Intel (INTC).

Adobe (ADBE) is down more than -7% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  Autodesk (ADSK) is down more than -3% and Intuit (INTU) is down by more than -2%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL), American Airlines (AAL), and Southwest Airlines (LUV) are all up more than +3%.

Energy stocks and service providers are trading higher with today’s continued sell-off in crude oil prices.  Occidental Petroleum (OXY), Valero (VLO), and Marathon Petroleum (MPC) are all up more than +2%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is seeing downward pressure after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) is down -0.31%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.53%.  June E-mini S&P futures (ESM26) are down -0.15%, and June E-mini Nasdaq futures (NQM26) are down -0.37%.

Stocks are trading lower but are seeing support again today as reports circulate that a preliminary US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  However, Iran claimed it would continue to exert control over the Strait of Hormuz even after a new ceasefire agreement.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -1% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

Tech stocks are being undercut today by weakness in chip and software stocks.

In some positive news for stocks, the University of Michigan’s US Consumer Sentiment index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.

The markets are waiting to see how SpaceX will open for trading today after its IPO on Thursday.  Nasdaq says the shares will be released for quotation at 9:50 AM ET today, but it may take some time for regular trading to begin.

The markets are discounting a 4% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.4%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -8 ticks, and the 10-year T-note yield is up +3.2 bp at 4.493%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.7 bp at 2.313%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German Bund yield is down -1.6 bp at 3.015%.  The 10-year UK gilt yield is down -4.2 bp at 4.863%.

On Thursday, the ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, is expected to begin trading this morning after raising a record $75 billion in its IPO on Thursday.  The stock is expected to open substantially above its IPO price of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the SpaceX debut, with EchoStar (SATS) down more than -6%, and Rocket Lab (RKLB) down more than -5%.

Chip stocks are trading mostly lower today after Thursday’s sharp rally, with the iShares Semiconductor ETF (SOXX) trading slightly lower after Thursday’s rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include AMD (AMD) and Intel (INTC), with gains of more than +3%.

Adobe (ADBE) is down more than -8% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  ServiceNow (NOW), Atlassian (TEAM), and Workday (WDAY) are all trading down by more than -3%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL) and Southwest Airlines (LUV) are trading up more than +0.5%.

Energy stocks and service providers are mixed despite today’s continued slump in oil prices.  Baker Hughes is down more than -1%, but Occidental Petroleum (OXY) and Marathon Petroleum (MPC) are up more than +1%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22.  Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is down more than -1% after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).

On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

This article first appeared on GuruFocus.

Rocket Lab (NASDAQ:RKLB), Astera Labs (NASDAQ:ALAB), CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS), and Teradyne (NASDAQ:TER) are joining the Nasdaq-100 on June 22, knocking out Charter Communications (NASDAQ:CHTR), Cognizant (NASDAQ:CTSH), Insmed (NASDAQ:INSM), Verisk Analytics (NASDAQ:VRSK), and Zscaler (NASDAQ:ZS) in the quarterly rebalance. Rocket Lab jumped 6.54% in premarket, Nebius gained 4.44%, CoreWeave added 3.30%, and Astera Labs rose 3.14%.

The five additions reflect the index's growing tilt toward AI infrastructure and space technology. CoreWeave and Nebius are both AI cloud providers, while Astera Labs designs high-speed connectivity chips for AI data centers. Rocket Lab has emerged as a leading small satellite launch provider. The inclusions follow Marvell Technology's addition to the S&P 500, also effective June 22, as benchmark rebalances increasingly favor AI-linked names.

SpaceX, set to begin trading Friday under SPCX, could eventually land in the index too once it clears eligibility requirements. The June 22 rebalance also coincides with Marvell Technology joining the S&P 500 on the same date.

Warning! GuruFocus has detected 6 Warning Signs with TSLA. Is RKLB fairly valued? Test your thesis with our free DCF calculator.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

This article first appeared on GuruFocus.

Nasdaq (NDAQ) said it will add CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS), Rocket Lab (NASDAQ:RKLB), Astera Labs (NASDAQ:ALAB) and Teradyne (TER) to the Nasdaq-100 index, a move that is likely to prompt fresh buying from index-tracking funds, according to a Wednesday exchange notice.

The changes will take effect before the market opens on June 22 as part of Nasdaq's quarterly rebalance. The index, which holds 100 of the largest non-financial companies listed on the exchange, is reviewed regularly to keep its membership in line with eligibility rules.

Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator.

Shares of CoreWeave, Nebius, Rocket Lab, Astera Labs and Teradyne jumped in after-hours trading after the news. CoreWeave edged higher 4%, while Nebius climbed about 5%, Rocket Lab rose nearly 9%, Astera Labs surged more than 11% and Teradyne added about 10%.

Companies leaving the Nasdaq-100 are Charter Communications, Cognizant Technology, Insmed, Verisk Analytics and Zscaler. Being added to the Nasdaq-100 can lift trading volume because funds and ETFs that track Nasdaq (NDAQ) often adjust holdings to match the new lineup.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Nasdaq's latest reshuffle of the Nasdaq-100 (NDX [https://seekingalpha.com/symbol/NDX]) appears to favor some of the market's strongest performers, with the five incoming companies significantly outperforming the five names set to leave the index.

Among the additions, Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) leads with a 165.5% gain year-to-date, followed by Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]) at 120.9%, Teradyne (TER [https://seekingalpha.com/symbol/TER]) at 97.0%, Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) at 64.5%, and CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) at 33.7%.

By contrast, Insmed (INSM [https://seekingalpha.com/symbol/INSM]) is down 44.4%, Zscaler (ZS [https://seekingalpha.com/symbol/ZS]) has fallen 43.9%, Cognizant (CTSH [https://seekingalpha.com/symbol/CTSH]) is lower by 38.3%, Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]) has declined 33.4%, and Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]) is down 18.6%.

The rebalance also highlights a notable split between Seeking Alpha's Quant Ratings and analyst sentiment. As per the Quant model, Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) is the only Strong Buy-rated stock among the 10 additions and deletions, while Insmed (INSM [https://seekingalpha.com/symbol/INSM]) is the lone Sell-rated name. However, Wall Street analysts remain overwhelmingly positive on Insmed, with both Seeking Alpha analysts and Wall Street assigning Strong Buy ratings. More broadly, Wall Street maintains Buy ratings on eight of the 10 companies, compared with just one Strong Buy and eight Holds from the Quant system.

NASDAQ-100 ADDITIONS:

* Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]): Quant - Strong Buy | Wall Street - Buy | YTD +165.5%
* Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]): Quant - Hold | Wall Street - Buy | YTD +120.9%
* Teradyne (TER [https://seekingalpha.com/symbol/TER]): Quant - Hold | Wall Street - Buy | YTD +97.0%
* Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]): Quant - Hold | Wall Street - Buy | YTD +64.5%
* CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]): Quant - Hold | Wall Street - Buy | YTD +33.7%

NASDAQ-100 DELETIONS:

* Zscaler (ZS [https://seekingalpha.com/symbol/ZS]): Quant - Hold | Wall Street - Buy | YTD -43.9%
* Cognizant (CTSH [https://seekingalpha.com/symbol/CTSH]): Quant - Hold | Wall Street - Buy | YTD -38.3%
* Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]): Quant - Hold | Wall Street - Hold | YTD -33.4%
* Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]): Quant - Hold | Wall Street - Buy | YTD -18.6%
* Insmed (INSM [https://seekingalpha.com/symbol/INSM]): Quant - Sell | Wall Street - Strong Buy | YTD -44.4%

The latest rebalance highlights Nasdaq's increasing exposure to AI, semiconductor, cloud infrastructure, and space-related themes, while removing several stocks that have lagged both the broader market and the index's newest entrants in 2026.

MORE ON NASDAQ 100-INDEX, TERADYNE, ETC.

* May CPI Report: War Impact Remains Contained, Allowing The Fed To Stay On Hold [https://seekingalpha.com/article/4914425-may-cpi-report-war-impact-remains-contained-allowing-fed-to-stay-on-hold]
* Zscaler, Inc. (ZS) Presents at Zenith-live-2026 - Slideshow [https://seekingalpha.com/article/4914383-zscaler-inc-zs-presents-at-zenith-liveminus-2026-slideshow]
* AAII Sentiment Survey: Pessimism Surges [https://seekingalpha.com/article/4914354-aaii-sentiment-survey-pessimism-surges]
* Nasdaq quarterly reshuffle: adds CRWV, RKLB, TER, removes CTSH, CHTR, ZS [https://seekingalpha.com/news/4602831-nasdaq-quarterly-reshuffle-adds-crwv-rklb-ter-removes-ctsh-chtr-zs]
* Space stocks lift off ahead of SpaceX's blockbuster IPO [https://seekingalpha.com/news/4602477-space-stocks-lift-off-ahead-of-spacexs-blockbuster-ipo]

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

[NASDAQ MarketSite - Times Square] hapabapa

The Nasdaq-100 Index has completed its June 2026 quarterly reconstitution [https://seekingalpha.com/pr/20549567-nasdaqminus-100-index-june-2026-quarterly-changes], with changes taking effect before market open on June 22, 2026.

Five companies will be added to the index: Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]), and Teradyne (TER [https://seekingalpha.com/symbol/TER]).

Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), which provides semiconductor connectivity solutions for AI data centers, rose about 5% after the bell, while space technology company Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) jumped nearly 11% on inclusion to the index. AI infrastructure company Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) also traded 3% higher.

The newly added stocks will replace more mature names; the index will drop Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]), Cognizant Technology Solutions (CTSH [https://seekingalpha.com/symbol/CTSH]), Insmed (INSM [https://seekingalpha.com/symbol/INSM]), Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]), and Zscaler (ZS [https://seekingalpha.com/symbol/ZS]).

MORE ON NASDAQ

* Nasdaq, Inc. (NDAQ) Presents at Morgan Stanley US Financials Conference 2026 Transcript [https://seekingalpha.com/article/4913280-nasdaq-inc-ndaq-presents-at-morgan-stanley-us-financials-conference-2026-transcript]
* Nasdaq, Inc. (NDAQ) Presents at Piper Sandler Global Exchange and Fintech Conference Transcript [https://seekingalpha.com/article/4911994-nasdaq-inc-ndaq-presents-at-piper-sandler-global-exchange-and-fintech-conference-transcript]
* Nasdaq, Inc. (NDAQ) Presents at 46th Annual William Blair Growth Stock Conference Prepared Remarks Transcript [https://seekingalpha.com/article/4911554-nasdaq-inc-ndaq-presents-at-46th-annual-william-blair-growth-stock-conference-prepared]
* SEC set to vote on plan to end 'trade-through' ban next week [https://seekingalpha.com/news/4601131-sec-set-to-vote-on-plan-to-end-trade-through-ban-next-week]
* Nasdaq U.S. equity trading volume rose 6.6% in May and 17% Y/Y [https://seekingalpha.com/news/4600440-nasdaq-us-equity-trading-volume-rose-66-in-may-and-17-yy]

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Wir haben kürzlich die besten Non-AI-Unternehmen aufgeführt, an denen Billionär Stanley Druckenmiller investiert. Insmed (NASDAQ:INSM) belegt Platz 2 (siehe 5 Besten Non-AI-Unternehmen zum Kauf nach Zahlen von Billionär Stanley Druckenmiller). Druckensmillers Stake: $188,717,000. Insmed (NASDAQ:INSM) entwickelt Behandlungen für schwere Lungenkrankheiten durch chronische Entzündung oder Infektion. Seine Kernprodukte sind Brinsupri (brensocatib) und Arikayce. Im Jahr 2025 erzielte Brinsupri etwa $144,6 Millionen an Verkaufszahlen im Q4, was den gesamten Jahresumsatz auf etwa $600+ Millionen brachte, was sehr starkes Frühstartwachstum widerspiegelt. Dies entspricht einem Jahr-zu-Jahr-Wachstum von 67 %. Für das Jahr 2026 erwartet Insmed Brinsupri einen Umsatz von etwa $1 Milliarde, getrieben durch breitere Patientenadoption. Arikayce erzielte im Jahr 2025 etwa $433,8 Millionen an Verkaufszahlen, was einem Jahr-zu-Jahr-Wachstum von 19 % entspricht, und das Unternehmen hat für das Jahr 2026 einen Umsatz von $450-$470 Millionen angegeben. Insmeds (NASDAQ:INSM) Pipeline ist auch stark. Ein wichtiger Kandidat ist TPIP (treprostinil inhalation powder), ein Behandlungsmittel, das für PAH (pulmonale arterielle Hypertonie) und PH-ILD (pulmonale Hypertonie assoziiert mit interstitieller Lungenkrankheit) entwickelt wird. Einige Schätzungen deuten darauf hin, dass das Produkt potenziell über $4 Milliarden in Höhe des jährlichen Verkaufszahlens erreichen kann.

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Der Nasdaq-100 erleidet am Freitag einen starken Rückgang von 3,4%, da ein Risikoausschlag auf Wall Street und eine negative Stimmung bei den Investoren wirken. Der technologiefokussierte Index ist auf dem Weg zu seinem größten Einzeltagverlust seit Oktober 2025. Arm Holdings (ARM) fällt um 11,3% und ist der schwächste Wert im Benchmark-Index.

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Große Biotech-Aktien könnten in eine neue Phase eintreten. Nach einer langen Zeit von klinischer Unsicherheit, Cash-Burn-Konzepten und ungleichmäßiger Stimmung glaubt JPMorgan-Analystin Jessica Fye, dass viele der größten Namen im Sektor sich zu etablierten und finanziell dauerhaften Unternehmen entwickeln. Sie sieht den großen Biotech-Gruppe "broadly at an inflection point", wobei eine zunehmende Anzahl von Biotech-Unternehmen ihre Pipeline-Erfolge in 'durable, profitable commercial franchises' umwandelt. Fye glaubt, dass mehrere wichtige Trends gleichzeitig innerhalb des Gruppen entwickeln, einschließlich verbesserten Rentabilität, breiterer kommerzieller Diversifizierung, einer kontinuierlichen Flut klinischer Katalysatoren und weiteren Geschäftsentwicklungsaktivitäten. Sie glaubt auch, dass der Sektor weitere Deal-Making-Aktivität in den kommenden Quartalen erleben könnte, was möglicherweise ein günstiges Umfeld für große Biotech-Aktien schaffen würde.