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Major Averages Decline as 30-Year Bond Yield Hits Highest Level Since 2002
The major averages edged downward as borrowing costs continued to climb. The 30-year bond yield hit the highest level since 2002 and while some of stock weakness is being mitigated by a dip in oil prices, the commodity continues to trade at elevated levels with tensions between the U.S. and Iran unresolved.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has scrapped the launch of its upcoming GPT-6.1 model amid security concerns, WSJ reportsMetaannounced Muse for Small BusinessOura said it is postponing its IPO due to "uncertainty" in the IPO marketCarMaxreported upbeat Q2 earnings and revenue and said it plans to resume share repurchases in Q3Carnivalreported better-than-expected Q3 results and provided upbeat FY26 guidance2. WALL STREET CALLS:Deutsche Bank upgraded Netflix, sees attractive entry point after selloffPepsiCowas downgraded for a second straight day, with JPMorgan citing a stalled U.S. turnaroundMizuho upgraded Stitch Fixto Neutral with short case played outMonday.comdowngraded to Neutral at JPMorganGoosehead Insuranceupgraded to Buy at Texas Capital after Muse-driven selloff3. AROUND THE WEB:OpenAI is targeting $30B in new funds at a $1.4T valuation, Bloomberg reportsKalshi is in talks with Tiger Global and Dragoneer to raise $1B in funding, Reuters reportsDisneyis laying off several hundred staff across multiple departments, Variety saysAI research leaders at OpenAI, Anthropic, Microsoft, and Metaare calling for oversight into automated AI research, WSJ reportsAnthropic plans to spend $518B on cloud/infrastructure obligations, Reuters says4. MOVERS:Iovance Biotherapeuticsgained after raising its outlook for FY26Perella Weinbergincreased after the Wall Street Journal reported that Piper Sandleris in talks to acquire the companyOraclewas higher after announcing a new storage service for cloud with NetAppuniQurefell in New York after announcing additional data from its studies of ifezuntirgene inilparvovecXeriswas lower after Bloomberg reported that Lundbeck has expressed interest in acquiring Xeris5. EARNINGS/GUIDANCE:AAR Corp.reported Q1 results and provided guidance for Q2 and FY27IDT Corp.reported Q4 results, with EPS higher year-over-yearBWX Technologiesprovided guidance for FY26 and FY30SmartStop Self Storageraised its outlook for FY26Jefferies Financialreported Q3 results, with EPS and revenue beating consensusINDEXES:The Dow fell 131.59, or 0.26%, to 51,349.92, the Nasdaq lost 22.84, or 0.09%, to 26,797.54, and the S&P 500 declined 12.85, or 0.17%, to 7,670.84.
Major Averages Dip as 30-Year Bond Yield Hits Highest Level Since 2002
The major averages were fractionally lower near noon, adding to yesterday's declines as the 30-year bond yield hits the highest level since 2002. The losses may be somewhat mitigated by a dip in oil prices, though the commodity still remains above $90 per barrel amid continued tensions between the U.S. and Iran.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has scrapped the launch of its upcoming GPT-6.1 model amid security concerns, WSJ reportsMetaannounced Muse for Small BusinessOura said it is postponing its IPO due to "uncertainty" in the IPO marketCarMaxreported upbeat Q2 earnings and revenue and said it plans to resume share repurchases in Q3Carnivalreported better-than-expected Q3 results and provided upbeat FY26 guidance2. WALL STREET CALLS:Deutsche Bank upgraded Netflix, sees attractive entry point after selloffPepsiCowas downgraded for a second straight day, with JPMorgan citing a stalled U.S. turnaroundMizuho upgraded Stitch Fixto Neutral with short case played outMonday.comdowngraded to Neutral at JPMorganGoosehead Insuranceupgraded to Buy at Texas Capital after Muse-driven selloff3. AROUND THE WEB:Piper Sandlerhas been in talks to acquire Perella Weinberg Partners, WSJ reportsJoost van Dreunen, an industry expert, told Bloomberg that Robloxwill benefit from the Take Two'sNovember's release of "Grand Theft Auto VI"Googlehas challenged two orders from the EU to help AI rivals access its services and search engine competitors use its search engine data, Reuters reportsAI research leaders at OpenAI, Anthropic, Microsoft, and Metaare calling for oversight into automated AI research, WSJ reportsAnthropic plans to spend $518B on cloud/infrastructure obligations, Reuters says4. MOVERS:Iovance Biotherapeuticsgains after raising its outlook for FY26Sweetgreenincreases after naming Baz as its first Chef in ResidenceOraclehigher after announcing a new storage service for cloud with NetAppuniQurefalls in New York after announcing additional data from its studies of ifezuntirgene inilparvovecImmix Biopharmalower after pricing its 11.36M share offering5. EARNINGS/GUIDANCE:AAR Corp.reported Q1 results and provided guidance for Q2 and FY27IDT Corp.reported Q4 results, with EPS higher year-over-yearBWX Technologiesprovided guidance for FY26 and FY30SmartStop Self Storageraised its outlook for FY26Jefferies Financialreported Q3 results, with EPS and revenue beating consensusINDEXES:Near midday, the Dow was down 293.73, or 0.57%, to 51,187.78, the Nasdaq was down 21.83, or 0.08%, to 26,798.55, and the S&P 500 was down 19.07, or 0.25%, to 7,664.62.
Stock Futures Edge Higher as Tech Stocks Stabilize
Sstock futures have edged higher in early trading as technology stocks stabilize, but elevated oil prices and Treasury yields tied to ongoing Middle East tensions continue to temper risk appetite.In pre-market trading, S&P 500 futures rose 0.13%, Nasdaq 100 futures were up 0.28%, and Dow futures gained 0.15%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Summit Therapeuticsup 19% after AstraZenecamakes $2B equity investmentFuelCellup 9% after Oppenheimer initiated shares with an Outperform ratingIovanceup 10% after raising revenue guidance for the yearNetflixup 1% after Deutsche Bank upgraded the stock to BuyChip companies Marvell, Micron, and Broadcomup 1% in a bounce following a sector-wide selloff on MondayNavitas Semiconductorup 9% after being awarded the ALATTIS program by the U.S. ArmyUP AFTER EARNINGS -CarMaxup 5%AAR Corp.up 4%IDT Corpup 3%DOWN AFTER EARNINGS -Vail Resortsdown 1%ReposiTrakdown 11%LOWER -FICOdown 22% after FHFA Director Bill Pulte announced that the agency is simplifying mortgage pricing following feedback, with Fannie Maeand Freddie Macmoving to one pricing gridUniQuredown 48% after saying that the benefits of AMT-130 for Huntington's disease were not as good after four years as they were after three years in a small trialMonday.comdown 2% after JPMorgan downgraded the stock to Neutral
Major Indices Decline as Oil Prices Surge
Major indices started the week on a downswing as oil prices sprang higher after President Donald Trump rejected conditions for a ceasefire presented by Iran and Treasury yields extended their upward jolt for the 5th consecutive session. Defensively oriented Healthcare and Consumer Staples were the best-performing sectors on the benchmark, while Basic Materials was the worst area of the market, though Communication Services was not far behind as traders booked profits from the recent surge in shares of Meta Platformsfor the second consecutive day. Precious metals stocks tracked the prices of Gold and Silver - both of which slipped to multi-week lows - to the downside.In the opening hour of the evening session, index futures are marginally higher, with S&P e-minis and Nasdaq 100 contracts up 0.1%. KarMaxand Carnivalare the most notable earnings reports expected on Tuesday morning.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Sangoma Technologiesup 37.3%IDT Corporationup 4.2%ALSO HIGHER -Summit Therapeuticsup 18.5% after AstraZenecainvestment of $2.0BAAR Corp.up 2.5% after agreement to acquire 65% interest in MRO Holdings for $1.8B and Q1 pre-announcementNeurocrine Biosciencesup 2.0% after naming new Chief Medical OfficerGen Digitalup 1.6% after positive Q2 pre-announcementRTX Corporationup 1.0% after being awarded $20.7B U.S. Air Force multi-year contractDOWN AFTER EARNINGS -Vail Resortsdown 2.0%Jefferies Financialdown 1.4%ReposiTrakdown 1.2%
IDT Reports Q4 Revenue of $339M, Up 7% YoY
Reports Q4 revenue $339M, up 7% y/y. CEO Shmuel Jonas says: "IDT's fourth quarter capped off a strong fiscal year, highlighted by accelerated topline and Adjusted EBITDA growth. Our three higher-margin growth segments, NRS, Fintech and net2phone, each increased their respective quarterly and full-year contributions, while our Traditional Communications segment generated more Adjusted EBITDA in fiscal 2026 than it did in fiscal 2025 or 2024. At NRS, we continue to develop and deploy new, high-value functionalities for our retailers, such as our recent Uber Eats integration following the Grubhub and DoorDash partnerships we announced last year. These advances are supplementing other tailwinds driving gains in Merchant Services revenues. Also in the fourth quarter, Advertising and Data revenue returned to growth, bolstered by our recent acquisition. Taken together, these developments helped drive a 47% year-over-year increase in NRS' fourth quarter Adjusted EBITDA. Looking ahead, we are working on several product initiatives to increase sales to our existing retailer base and to attract new retailers to the NRS network. Our BOSS Money remittance business shares its brand identity, distribution networks and addressable markets with our other BOSS-branded offerings. In recent years, we invested heavily to build and improve our BOSS apps. That strategy is paying off as BOSS Money continues to grow rapidly - thanks in part to the quality of our apps and our customer-centric service. At BOSS Money, remittances surpassed a 30 million annual transaction run-rate for the first time in May, thanks to strong Mother's Day results in our digital channel. This channel contributed 88% of our total transaction volume in the fourth quarter with transactions and revenue both increasing by 20+%. We recently launched money transfers via our WhatsApp channel, and we closed the fiscal year by deploying a digital wallet here in the U.S. The wallet enables our customers to load funds, store promotions, and pay for services. In addition, the BOSS Money app is extending its geographic reach, launching internationally with differentiated features by country including peer-to-peer remittances, a stablecoin-backed wallet with a reloadable debit card and other money management tools. We are also launching a BOSS Money branded rechargeable card with credit building features. All of these developments mark early steps toward a broader suite of BOSS Money-branded financial services and tools that we intend to offer globally. net2phone delivered another solid quarter as we enhanced our cloud communications portfolio with both native and standalone AI solutions for businesses across the globe. Our agentic AI solutions, AI Agent and Coach, combined with our new integration layer, enable customers to connect their everyday business applications and workflow tools with net2phone's suite of services. net2phone's AI tools and applications are driving nearly every conversation with our clients. That process is delivering new logos and accelerating accretive sales. net2phone is on track to surpass the $100 million ARR milestone in the current quarter and we expect continued topline expansion throughout fiscal 2027. Overall, IDT is well positioned as we begin the new fiscal year with accelerating topline growth, increasing cash generation, and a debt-free balance sheet that affords us strategic flexibility."
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