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10.06.26 17:04:43 Stocks Resume Decline as Chipmakers and AI Companies Fall

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 ($SPX) (SPY) today is down -0.61%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.88%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.80%.  June E-mini S&P futures (ESM26) are down -0.71%, and June E-mini Nasdaq futures (NQM26) are down -0.97%.

Stock indexes are sliding for a second day today, as chipmakers and AI-infrastructure stocks retreat.  Also, rising crude oil prices are weighing on airline stocks, and trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks found some support today after US May consumer prices came in as expected, easing inflation concerns.  Also, gains in crude oil prices today are lifting energy producers.

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Gains in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to “pay the price,” fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are mixed today.  The Euro Stoxx 50 recovered from a 2.5-week low and is up +0.03%.  China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -1 tick, and the 10-year T-note yield is up +0.2 bp to 4.519%.  T-notes are under slight pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.  T-notes recovered from their worst levels after the US May CPI report rose as expected, easing inflation concerns.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +1.7 bp to 3.060%.  The 10-year UK gilt yield is up +1.7 bp to 4.920%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

Chipmakers and AI-infrastructure stocks are leading the broader market lower today.  ON Semiconductor (ON) is down more than -5%, and Qualcomm (QCOM) is down more than -5% to lead losers in the Nasdaq 100.  Also, Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, andAdvanced Micro Devices (AMD), NXP Semiconductors NV (NXPI), ARM Holdings Plc (ARM), and Microchip Technology (MCHP) are down more than -3%.  In addition,  Nvidia (NVDA), Marvell Technology (MRVL), and Micron Technology (MU) are down more than -2%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  Old Dominion Freight Line (ODFL) is down more than -4%, and FedEx Freight Holding Co (FDXF), ArcBest (ARCB), and XPO Inc (XPO) are down more than -3%.  Also, Saia Inc (SAIA) is down more than -2%, and CH Robinson Worldwide (CHRW) and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which is boosting fuel costs and dampening profitability prospects.  United Airlines Holdings (UAL), Alaska Air Group (ALK), and Carnival (CCL) are down more than -4%, and American Airlines Group (AAL), Delta Air Lines (DAL), Royal Caribbean Cruises (RCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -3%.  Also, Southwest Airlines (LUV) is down more than -2%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +5%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP), Marathon Petroleum (MPC), Phillips 66 (PSX), and Chevron (CVX) are up more than +2%.  In addition, Diamondback Energy (FANG), Exxon Mobil (XOM), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Super Micro Computer (SMCI) is down more than -17% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Summit Therapeutics (SMMT) is down more than -7% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +27% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey’s General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +3% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL). 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

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

10.06.26 15:50:13 Stocks Fall on Weakness in Tech and Trucking Companies

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 ($SPX) (SPY) today is down -0.28%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.28%.  June E-mini S&P futures (ESM26) are down -0.25%, and June E-mini Nasdaq futures (NQM26) are down -0.22%.

Stock indexes are sliding today, led by weakness in technology stocks, as investors rotate out of the sector, weighing on the broader market. Also, trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  However, stock indexes recovered from their worst levels after US May consumer prices came in as expected, easing inflation concerns.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Losses in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to “pay the price,” fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are lower today.  The Euro Stoxx 50 fell to a 2.5-week low and is down -0.34%. China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -2 ticks, and the 10-year T-note yield is up +0.6 bp to 4.523%.  T-notes are under pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.

Today’s stock weakness has boosted some safe-haven demand for government debt securities and is limiting losses in T-notes.  Also, today’s as-expected US May CPI report limited the downside in T-notes.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +2.7 bp to 3.070%.  The 10-year UK gilt yield is up +2.1 bp to 4.924%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

The weakness in chipmakers and AI-infrastructure stocks is leading the broader market lower today.  Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, and Seagate Technology Holdings Plc (STX) is down more than -3%.  Also, Micron Technology (MU) is down more than -2%, and Nvidia (NVDA), Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), and Qualcomm (QCOM) are down more than -1%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  ArcBest (ARCB) is down more than -7%, and Old Dominion Freight Line (ODFL) is down more than -6% to lead losers in the Nasdaq 100.  Also, Saia Inc (SAIA) and XPO Inc (XPO) are down more than -5%.  In addition, FedEx Freight Holding Co (FDXF), CH Robinson Worldwide (CHRW), and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which boosts fuel costs and dampens profitability prospects.  United Airlines Holdings (UAL) and Alaska Air Group (ALK) are down more than -3%, and American Airlines Group (AAL), Delta Air Lines (DAL), and Royal Caribbean Cruises (RCL) are down more than -2%.  Also, Southwest Airlines (LUV), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -1%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +4%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP) is up more than +2%, and Marathon Petroleum (MPC), Phillips 66 (PSX), Chevron (CVX), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Super Micro Computer (SMCI) is down more than -12% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Summit Therapeutics (SMMT) is down more than -3% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +31% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey’s General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +2% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL). 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

DraftKings Stock Soars as Predictions Volume Explodes. DKNG’s Next Growth Engine Might Just Be Getting Started.Intel’s AI Foundry Dream Is Becoming Reality. What That Means for INTC Stock.Why Cathie Wood Just Massively Sold Archer Aviation StockWeakness May Be an Opportunity for CrowdStrike Stock

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

10.06.26 14:29:50 Biggest stock movers Wednesday: CBRL, CLLS, SMCI, trucking stocks, and more

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

Wall Street futures edged lower early Wednesday as investors weighed escalating Middle East tensions following U.S. retaliatory strikes on Iran against upcoming tech sector developments.Wall Street futures edged lower early Wednesday as investors weighed escalating Middle East tensions following U.S. retaliatory strikes on Iran against upcoming tech sector developments.[A blue financial chart with arrows pointing up] Olena_T

Wall Street futures edged lower on Wednesday as investors weighed escalating Middle East tensions following U.S. retaliatory strikes on Iran against upcoming tech sector developments.

Here are some of Wednesday's biggest stock movers:

BIGGEST STOCK GAINERS

Cracker Barrel Old Country Store (CBRL [https://seekingalpha.com/symbol/CBRL]) +27.2% - Shares jumped [https://seekingalpha.com/news/4601961-cracker-barrel-soars-after-fq3-results-show-the-turnaround-is-picking-up]after a beat-and-raise quarter that showed the chain is in turnaround mode and was strikingly better on a sequential basis from the prior few quarters. Total revenue fell 2.9% year over year for the quarter that ended on May 1. Comparable store restaurant sales decreased 2.6%, while comparable store retail sales decreased 1.8% to beat the consensus estimate for a decline of 5.4%.

Cellectis (CLLS [https://seekingalpha.com/symbol/CLLS]) +8.9% - Shares rose after the company said [https://seekingalpha.com/pr/20546005-cellectis-receives-fda-rmat-designation-for-lasme-cel-the-first-allogeneic-car-t-therapy-in-a#source=section%3Amain_content%7Cbutton%3Abody_link%7Cfirst_level_url%3Anews]that its CD22-targeting allogeneic CAR-T therapy, lasme-cel, received FDA Regenerative Medicine Advanced Therapy (RMAT) designation for a severe form of leukemia. The granting of RMAT designation reflects the FDA's recognition of the potential for lasme-cel to address the unmet medical need faced by patients with r/r B-ALL, the company said.

Devon Energy (DVN [https://seekingalpha.com/symbol/DVN]) +4.8% - The oil and gas company provided [https://seekingalpha.com/news/4602007-devon-energy-forecasts-138m-boeday-in-2026-production-following-coterra-takeover]a full-year forecast post-market Tuesday to reflect its takeover of Coterra Energy, saying it expects ‌FY 2026 production to average 1.38M boe/​day, including ​oil volumes of 500K bbl/day. Devon (DVN [https://seekingalpha.com/symbol/DVN]) also guided for FY 2026 capital spending of ~$4.9B, with more than 60% allocated to the Permian Basin, reflecting activity of 31 rigs and 10 completion crews, with 460-480 net wells expected online. Further providing support, oil prices rose amid MidEast tensions.

3M (MMM [https://seekingalpha.com/symbol/MMM]) +3% - Shares rose after CEO Bill Brown reportedly spoke about second-quarter growth at a Wells Fargo conference. Orders and backlog are converting into revenue, with the company on track to exceed 3% organic growth as it previously said, according to Brown.

BIGGEST STOCK LOSERS

Old Dominion Freight Line (ODFL [https://seekingalpha.com/symbol/ODFL]) -9%, FedEx (FDX [https://seekingalpha.com/symbol/FDX]) -1.8%, XPO (XPO [https://seekingalpha.com/symbol/XPO]) -3.5% - Trucking stocks slipped after Amazon (AMZN [https://seekingalpha.com/symbol/AMZN]) announced an expansion of its shipping service that has already shaken the transportation and logistics sector and unsettled investors.

Supermicro (SMCI [https://seekingalpha.com/symbol/SMCI]) 12.6% - Shares fell after [https://seekingalpha.com/news/4601998-supermicro-proposes-7b-equity-plan-to-help-fulfill-ai-server-orders]the company proposed a series of equity and equity-linked financing transactions totaling $7B to help it fund the purchase of components necessary to complete recent orders for its advanced AI servers. The proposal includes $5B in underwritten public offerings consisting of $1.25B in common stock and $3.75B of depository shares. It also includes an up to $2B at-the-market offering program for common stock, which is expected to begin no sooner than the third quarter of 2026.

Summit Therapeutics (SMMT [https://seekingalpha.com/symbol/SMMT]) -3.9% - Shares plunged after announcing on Tuesday that it has commenced an underwritten public offering of $500M of shares of its common stock. All the shares in the proposed offering are being offered by Summit. In addition, Summit intends to grant the underwriters a 30-day option to purchase up to an additional $75M of shares of its common stock at the public offering price, less underwriting discounts and commissions.

Micron Technology (MU [https://seekingalpha.com/symbol/MU]) -1.3%, Qualcomm (QCOM [https://seekingalpha.com/symbol/QCOM]) -3.3% - A wave of technology stocks tumbled, following overnight declines on Wall Street as a temporary chipmaker recovery faded due to ongoing worries about overvalued AI stocks. In South Korea, memory chip major SK Hynix (HXSCL [https://seekingalpha.com/symbol/HXSCL]) dropped 7.5%, while Samsung Electronics (SSNLF [https://seekingalpha.com/symbol/SSNLF]) fell 6.1%. Meanwhile, SpaceX (SPXC [https://seekingalpha.com/symbol/SPXC]) is set to begin trading Friday in what is expected to be the largest IPO ever. Some investors view it as a boost for the AI rally, while others see its $1.75T valuation [https://seekingalpha.com/news/4602037-spacex-ipo-demand-is-approaching-four-times-oversubscribed-reuters] as a sign of potential overheating.

Wolfspeed (WOLF [https://seekingalpha.com/symbol/WOLF]) - 7.1% Shares fell sharply on Wednesday after the semiconductor manufacturer filed a registration statement [https://seekingalpha.com/filing/309697829]with the SEC for the potential resale of more than 24 million shares of common stock by its selling stockholders. Wolfspeed will not receive any proceeds from the sale of shares by the selling stockholders.

MORE ON SUPER MICRO COMPUTER, MICRON TECHNOLOGY, ETC.

* Micron: Dancing Near The Exit (Downgrade) [https://seekingalpha.com/article/4913324-micron-dancing-near-the-exit-downgrade]
* Micron: Buckle Up For What Is About To Happen [https://seekingalpha.com/article/4912947-micron-buckle-up-for-what-is-about-to-happen]
* Micron: Robotics Supercycle Meets Fed Rate Hike Risks [https://seekingalpha.com/article/4912671-micron-robotics-supercycle-meets-fed-rate-hike-risks-rating-downgrade]
* Supermicro proposes $7B equity plan to help fulfill AI server orders [https://seekingalpha.com/news/4601998-supermicro-proposes-7b-equity-plan-to-help-fulfill-ai-server-orders]
* Super Micro Computer files mixed shelf offering [https://seekingalpha.com/news/4601973-super-micro-computer-files-mixed-shelf-offering]
10.06.26 14:09:04 Stocks Fall on Weakness in Tech and Trucking Companies

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 ($SPX) (SPY) today is down -0.28%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.28%.  June E-mini S&P futures (ESM26) are down -0.25%, and June E-mini Nasdaq futures (NQM26) are down -0.22%.

Stock indexes are sliding today, led by weakness in technology stocks, as investors rotate out of the sector, weighing on the broader market. Also, trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  However, stock indexes recovered from their worst levels after US May consumer prices came in as expected, easing inflation concerns.

More News from Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for June 11 Creating a 65% "Dividend" on RKLB Stock Using Options Oracle Earnings Could Reveal a Massive $100 Billion Spending Surge. Here Is Why You Should Still Buy ORCL Stock. Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now!

US May CPI rose +4.2% y/y, right on expectations and the fastest pace of increase in 3 years.  May core CPI rose +2.9% y/y, right on expectations, and the fastest pace of increase in 7 months.

US MBA mortgage applications rose +10.8% in the week ended June 5, with the purchase mortgage sub-index up +7.3% and the refinancing mortgage sub-index up +15.3%.  The average 30-year fixed rate mortgage rose +3 bp to 6.60% from 6.57% in the prior week.

WTI crude oil prices (CLN26) are up more than +1% today after the US and Iran exchanged strikes overnight.  The US said it had completed an operation that saw fighter jets strike Iranian air defenses, ground control stations, and radar sites near the Strait of Hormuz in retaliation for Iran shooting down a US Apache helicopter.  In response, Iran launched missiles at four US military targets and fired drones at the main US naval base in the Middle East, located in Bahrain, and struck Ali Al Salem air base in Kuwait.  Losses in crude prices accelerated today when President Trump said that Iran has taken too long to make a deal and that they will now have to "pay the price," fueling concerns that the US may escalate military attacks on Iran.

The markets are discounting a 0% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are lower today.  The Euro Stoxx 50 fell to a 2.5-week low and is down -0.34%. China's Shanghai Composite closed down -0.42%.  Japan's Nikkei Stock Average closed down -1.89%.

Story Continues

Interest Rates

September 10-year T-notes (ZNU6) today are down -2 ticks, and the 10-year T-note yield is up +0.6 bp to 4.523%.  T-notes are under pressure today after a +1% jump in WTI crude oil, which has raised inflation expectations.  Supply pressures are also weighing on T-note prices as the Treasury will auction $39 billion of 10-year T-notes later today.

Today's stock weakness has boosted some safe-haven demand for government debt securities and is limiting losses in T-notes.  Also, today's as-expected US May CPI report limited the downside in T-notes.

European government bond yields are moving higher today.  The 10-year German Bund yield climbed to a 2.5-week high of 3.088% and is up +2.7 bp to 3.070%.  The 10-year UK gilt yield is up +2.1 bp to 4.924%.

Swaps are discounting a 100% chance of a +25 bp ECB rate hike at its next policy meeting on Thursday.

US Stock Movers

The weakness in chipmakers and AI-infrastructure stocks is leading the broader market lower today.  Western Digital (WDC) and Broadcom (AVGO) are down more than -4%, and Seagate Technology Holdings Plc (STX) is down more than -3%.  Also, Micron Technology (MU) is down more than -2%, and Nvidia (NVDA), Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), and Qualcomm (QCOM) are down more than -1%.

Trucking companies are under pressure today after Amazon expanded its LTL freight offering to all destinations in the US, including third-party warehouses, distribution centers, and retail partners.  ArcBest (ARCB) is down more than -7%, and Old Dominion Freight Line (ODFL) is down more than -6% to lead losers in the Nasdaq 100.  Also, Saia Inc (SAIA) and XPO Inc (XPO) are down more than -5%.  In addition, FedEx Freight Holding Co (FDXF), CH Robinson Worldwide (CHRW), and JB Hunt Transport Services (JBHT) are down more than -2%.

Airline stocks and cruise line operators are falling today, as WTI crude oil is up more than 1%, which boosts fuel costs and dampens profitability prospects.  United Airlines Holdings (UAL) and Alaska Air Group (ALK) are down more than -3%, and American Airlines Group (AAL), Delta Air Lines (DAL), and Royal Caribbean Cruises (RCL) are down more than -2%.  Also, Southwest Airlines (LUV), Carnival (CCL), and Norwegian Cruise Line Holdings (NCLH) are down more than -1%.

Energy producers and service providers are moving higher today, with WTI crude oil up more than +1%.  Devon Energy (DVN) is up more than +4%, and APA Corp (APA) is up more than +3%.  Also, ConocoPhillips (COP) is up more than +2%, and Marathon Petroleum (MPC), Phillips 66 (PSX), Chevron (CVX), Halliburton (HAL), and Valero Energy (VLO) are up more than +1%.

Dianthus Therapeutics (DNTH) is down more than -13% after peer developer Sanofi halted a late-stage trial of an experimental therapy for a rare autoimmune disorder, citing efficacy concerns.

Super Micro Computer (SMCI) is down more than -12% to lead losers in the S&P 500 after saying it plans $7 billion in equity and equity-linked financing transactions to fund component purchases.

Summit Therapeutics (SMMT) is down more than -3% after announcing it had commenced an underwritten public offering of $500 million of shares of its common stock.

Cracker Barrel Old Country Store (CBRL) is up more than +31% after raising its full-year revenue forecast to $3.27 billion to $3.30 billion from a previous estimate of $3.24 billion to $3.27 billion, stronger than the consensus of $3.25 billion.

Casey's General Stores (CASY) is up more than +14% to lead gainers in the S&P 500 after reporting Q4 revenue of $4.57 billion, above the consensus of $4.32 billion.

Illumina (ILMN) is up more than +2% after JPMorgan Chase upgraded the stock to overweight from neutral with a price target of $185.

Hinge Health (HNGE) is up more than +2% after raising its full-year revenue forecast to $818 million to $824 million from a previous estimate of $798 million to $804 million.

Earnings Reports(6/10/2026)

Chewy Inc (CHWY), Core & Main Inc (CNM), Oracle Corp (ORCL).

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. This article was originally published on Barchart.com

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04.06.26 20:30:00 Summit Therapeutics nimmt an der 47. jährlichen Goldman Sachs Global Healthcare Konferenz teil

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MIAMI, 4. Juni 2026--(BUSINESS WIRE)--Summit Therapeutics Inc. (NASDAQ: SMMT) gab heute bekannt, dass sie an der 47. jährlichen Goldman Sachs Global Healthcare Konferenz in Miami, Florida am Montag, den 8. Juni 2026 teilnehmen wird. Mitglieder des Führungsteams von Summit werden an einem Fireside-Chat-Vortrag um 10:00 Uhr ET teilnehmen und einen Unternehmensüberblick sowie eine Aktualisierung über die jüngsten Fortschritte präsentieren, einschließlich der Entwicklung ihrer innovativen investigativen bispezifischen Antikörper, ivonescimab.

01.06.26 16:31:08 Aktien, die am stärksten schwanken: MGM Resorts, Zoom Communications, Nvidia, Viasat, IBM & mehr

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Übersicht über die Unternehmen, die am stärksten schwanken: MGM Resorts International — Die Aktie stieg um 16% nachdem Barry Dillers People Inc. ein Angebot gemacht hat, das Unternehmen für 48,30 US-Dollar pro Aktie in bar zu kaufen. Diller sagte, er werde sich von den Beschlüssen des Vorstands aufgrund der Angebotsvorlage zurückziehen. Zoom Communications — Die Plattform für die Arbeit stieg um mehr als 11% nachdem Anthropic, bei dem Zoom ein früher Investor war, einen Prospekt für eine Börseneinführung mit den Aufsichtsbehörden eingereicht hat. Veeva Systems — Das Unternehmen für Cloud-basierte Software mit Schwerpunkt auf der Lebenswissenschaften stieg um fast 9%, es geht in sein drittes erfolgreiches Tagesgeschäft. Veeva ist am Mittwoch zur Veröffentlichung der ersten Quartalszahlen vorgesehen. Die FactSet-Konsenswartet, dass das Unternehmen Earnings von 2,14 US-Dollar pro Aktie auf einem Umsatz von 857,7 Millionen US-Dollar erzielen wird, was beide Zahlen innerhalb des Rahmens der früheren Leitlinien von Veeva liegen. Humana — Der Gesundheitsversicherer stieg um 8% nachdem er seine Leitlinien bestätigt hat. Humana geht davon aus, dass das Unternehmen im laufenden Jahr mindestens 9 US-Dollar pro Aktie an Adjusted-Earnings erwirtschaften wird, wie eine Einreichung bei der Securities and Exchange Commission zeigt. Das übersteigt den FactSet-Konsenswert von 8,93 US-Dollar pro Aktie. Viasat — Der globale Satellitenkommunikationsanbieter sank um 11% nachdem er am Freitag eine Registrierung für die Verkaufbarkeit von Aktien oder Schuldtiteln bei der Securities and Exchange Commission eingereicht hat. ViaSat ist in den letzten 12 Monaten um 730% gestiegen. Science Applications International — Der Anbieter von Ingenieur- und IT-Dienstleistungen stieg um 16% nachdem er im ersten Quartal Earnings pro Aktie von 3,23 US-Dollar, abzüglich einmaliger Vorkosten, übertroffen hat, was die Erwartung der Analysten von 2,28 US-Dollar betraf. Der Umsatz von 1,91 Milliarden US-Dollar übertraf auch die erwartete 1,82 Milliarden US-Dollar, wie Zahlen zeigen, die von FactSet zusammengefasst wurden. Die Prognose für das laufende Jahr an Earnings pro Aktie wurde auch weit übertroffen, was die Erwartung der Analysten betraf. Nvidia , Microsoft — Die Hyperscaler stiegen nachdem Nvidia in einer Zusammenarbeit mit Microsoft eine neue Verarbeitseinheit für persönliche Computer enthüllt hatte. Nvidia war um 4% gestiegen, während Microsoft um 2% stieg. Dell , HP , Arm — Derivate der Ankündigung von Nvidia über die neue Verarbeitseinheit stiegen ebenfalls aufgrund des News. Dell und HP, die bereit sind, Computer mit der neuen Verarbeitseinheit herzustellen, stiegen jeweils um 8%. Arm, dessen Technologie verwendet wurde, um die neue Verarbeitseinheit zu entwickeln, stieg um 17%. Qualcomm , Intel , Advanced Micro Devices — Als Nvidia gestiegen war, fielen seine Konkurrenten in der Chipproduktion. Qualcomm sank um 7%, während Intel mehr als 3% abwarf. AMD war um mehr als 1% zurückgegangen. Taylor Morrison Home — Die Aktien stiegen um 22% nachdem Berkshire Hathaway sich entschied, das Unternehmen für 6,8 Milliarden US-Dollar zu kaufen. Der CEO von Berkshire, Greg Abel, nannte Taylor Morrison ein bestes Unternehmen im Bereich der Immobilien und sagte, die Übernahme werde dazu beitragen, den Zugang zum Eigentum an Wohnungen in den USA zu erleichtern. Die Aktien von Berkshire waren leicht zurückgegangen. International Business Machines — Die Aktien stiegen um 9% nachdem Barclays eine Bewertung mit einem überwiegenden Rating eingeleitet hatte. Analysten sagten, dass die Quantencomputing-Strategie von IBM überzeugend sei und dass der nächste große Paradigmenwechsel in der Computertechnologie auf diesem Gebiet liegen werde. Melius Research erhöhte auch sein Zielpreis für IBM. Software-Aktien — Die Rallye bei den Software-Aktien gewann an Fahrt, als das iShares Expanded Tech-Software Sector ETF (IGV) um 5,2% stieg. ServiceNow war um 9% gestiegen. Workday und Adobe kletterten jeweils um 7% bzw. 6%. Salesforce sprang um 10% nach oben. Robinhood , Coinbase — Die Plattformen für den Handel sanken als der Preis von Bitcoin unter 73.000 US-Dollar fiel, was das niedrigste Niveau seit Mitte April darstellt. Robinhood fiel um 3,2%, während Coinbase fast 2% abwarf.

01.06.26 11:36:04 Aktien, die am stärksten vor dem Markt handeln: Nvidia, Arm, Taylor Morrison, Qualcomm & mehr

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Übersicht über die Unternehmen, die am stärksten im Vorhandel handeln: Nvidia - Die Hyperscaler stiegen nach der Ankündigung von Nvidia und Microsoft einer neuen Prozessor für persönliche Computer an. Nvidia stieg um 2%, während Microsoft fast 4% in den Vorhandel stieg. Dell, HP, Arm - Derivate der Ankündigung von Nvidia über die neue Prozessor wurden auch gestiegen. Dell und HP, die Computersysteme mit dem neuen Chip herstellen werden, stiegen um 1,5 bzw. mehr als 3,5%. Arm, dessen Technologie von Nvidia verwendet wurde, um den neuen Chip zu entwickeln, stieg um 14,5%. Qualcomm, Intel, Advanced Micro Devices - Als Nvidia stieg, fielen seine Wettbewerber im Chip-Herstellen ab. Qualcomm fiel um 9,5%, während Intel mehr als 6,5% verlor. Taylor Morrison Home - Die Aktien stiegen fast 23% nach der Ankündigung von Berkshire Hathaway, das Unternehmen für 6,8 Milliarden Dollar zu übernehmen. Der CEO von Berkshire, Greg Abel, nannte Taylor Morrison einen best-in-Klasse-Heimbausteller und sagte, die Übernahme werde dazu beitragen, den Zugang zum Eigentum für mehr Amerikaner zu erleichtern. Die Aktien von Berkshire waren leicht gesunken. Yum Brands - Der Restaurantbetreiber stieg um 1,5% nach der Meldung von Bloomberg News, dass das Unternehmen in Verhandlungen mit LongRange Capital ist, um seine Pizza Hut-Marke zu verkaufen. Summit Therapeutics - Die Aktien stiegen um 2,5% nach einer späten Phase-3-Chinatrial, die zeigte, dass der experimentelle Lungentumor-Medikament von der Firma das Risiko des Todes um 34% reduzierte. Obwohl die Phase-3-Trial nur in China stattfand, wird auch ein globaler Phase-3-Trial durchgeführt. International Business Machines - Die Aktien stiegen um 13% nach der Einführung von Barclays mit einem Überwichts-Rating. Analysten sagten, dass Quantencomputing das nächste große Paradigma im Rechnen sein wird und IBMs Strategie auf diesem Gebiet überzeugend ist. Melius Research erhöhte auch seinen Preisziel für IBM.

31.05.26 18:05:00 Ein neues Risiko, das der Biotechnologieindustrie unbekannt ist

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Es ist normal für Biotech-Unternehmen, geistiges Eigentum zu erwerben. Dies kann jedoch riskant sein, wenn ein Unternehmen seine eigenen Forschungs- und Entwicklungskapazitäten unterfinanziert. Für die meisten der letzten drei Dekaden waren U.S.-geführte Biotech-Unternehmen gute Prozentsätze für amerikanische Wissenschaft. Aber jetzt bröckelt diese Annahme ab. Nach einer Schätzung von Jefferies gingen etwa ein Drittel des gesamten Lizenzgebühren der Branche im Jahr 2025 auf Medikamente und Kandidaten zurück, die in China entstanden sind, wo niedrigere Kosten und schnellere Regulierungsbehörden ihre Labors zu einem Wasserhahn von lizenzierten Molekülen und Programmen gemacht haben.

22.05.26 22:18:53 Aktien schließen höher auf Hoffnungen auf Frieden im Iran und Stärke der Technologiebranche

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Die S&P 500-Index, Dow Jones Industrial Average und Nasdaq 100-Index schlossen am Freitag mit Gewinnen. Die Aktien wurden durch die Hoffnung auf einen Friedensschluss zwischen den USA und dem Iran unterstützt sowie durch die Stärke der Technologiebranche. Der US-Konsumvertrauen-Index wurde von der Universität Michigan um 44,8 Punkte nach unten korrigiert, was ein neuer Rekord ist. Die Inflationserwartungen für das Jahr wurden auf +4,8% erhöht.

14.05.26 14:33:48 Russell 1000 versteckt einige große AI-Gewinner

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Die Russell 1000, ein Index, der die besten 1.000 Aktien mit kleinem Marktwert abdeckt, hat 16 Mitglieder, die seit dem 12. Oktober 2022, als das breite Marktgebot erreicht wurde, mehr als 1.000% gewonnen haben. An der Spitze der Liste steht Vertiv Holdings, eine Aktie, die in dieser Zeit um 3.307% gestiegen ist. "Fast alle diese Aktien sind auf eine oder andere Weise ein AI-Spiel", hat Bespoke Investment Group in einem Bericht hervorgehoben.