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Dow Rises, Nasdaq Falls as Market Focuses on Economic Data
The major averages had a mixed day, with the Dow and the S&P 500 higher and Nasdaq in decline amid weakness in tech stocks as the market has reacted positively to easing geopolitical tensions and a steep decline in oil prices.Investor attention is focused on a week that includes the Federal Reserve's July policy meeting, second-quarter GDP data, the June personal consumption expenditures price index, and earnings from four of the "Magnificent Seven" companies. The combination of major economic data and heavyweight earnings is expected to drive market direction through the end of the week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Appleis lobbying the Trump administration to let it use Chinese memory chips, while U.S. supplier Micronis pushing to block the move,ArgenxForte Biosciencesfor $77 per share in cashNaver, Nvidia, and Brookfieldannounced a proposed expansion of, with planned investments that will grow the initial Nvidia DSX AI factory deployment to 200 megawattsMeanwhile, Nvidia is in talks to provide a $250B backstop for OpenAI,Baker Hughesreported2. WALL STREET CALLS:JefferiesFordand General Motorsto BuyRivianto Overweight at Piper SandlerStellantisto Underweight from Overweight at Piper SandlerJPMorganCheck Pointon weaker competitive positionWall Streetcoverage of Bending Spoonswith a mix of Buy and Hold-equivalent ratings3. AROUND THE WEB:Fordhas entered the competition to build the U.S. Army's next-generation tactical truck, WSJ reportsA Chinese state-backed company has begun manufacturing immersion deep ultraviolet lithography machines, a key type of equipment used by chipmakers like TSMCin producing chips, The Information saysParamount Skydanceand Warner Bros. Discoveryremain in limbo as their $81B merger faces an antitrust review that could delay the deal into 2027, limiting strategic moves while the companies focus on legal proceedings and competitors continue to expand, WSJ saysUniCreditCEO Andrea Orcel sees room for an agreement over the bank's proposed takeover of Commerzbank, signaling confidence discussions with the government and stakeholders could lead to a deal, Bloomberg saysTrip.comhas been fined $765M by Chinese regulators after it was concluded that the company abused its market dominance, Bloomberg reports4. MOVERS:D-Wave Quantumgained afterwith AT&TOmerosincreased after AstraZenecareportedof ultomirisGenius Sportswas higher in New York after Goldman Sachscoverage of the stock with a Buy ratingCapricor Therapeuticswas lower after the FDAMapLight Therapeuticsfell after announcing results from its5. EARNINGS/GUIDANCE:AstraZenecaand reaffirmed its guidance for FY26, with CEO Pascal Soriot commenting on "strong performance and continued pipeline delivery" in the first halfEnsign Groupand raised its outlook for FY26Bank of Marin, with EPS beating consensusBank of Hawaii, with CEO Jim Polk calling them "solid"Sierra Bancorp, with EPS missing consensusINDEXES:The Dow rose 262.83, or 0.51%, to 52,210.08, the Nasdaq lost 43.74, or 0.18%, to 24,932.08, and the S&P 500 advanced 1.20, or 0.02%, to 7,413.18.
Dow Rises While Nasdaq Falls; Market Focused on Economic Data
The major averages were mixed near noon, with the Dow higher and the S&P 500 and Nasdaq in decline amid weakness in tech stocks. Still, the market has reacted positively to easing geopolitical tensions and a steep decline in oil prices.Investor attention is focused on a week that includes the Federal Reserve's July policy meeting, second-quarter GDP data, the June personal consumption expenditures price index, and earnings from four of the "Magnificent Seven" companies. The combination of major economic data and heavyweight earnings is expected to drive market direction through the end of the week.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Appleis lobbying the Trump administration to let it use Chinese memory chips, while U.S. supplier Micronis pushing to block the move,ArgenxForte Biosciencesfor $77 per share in cashNaver, Nvidia, and Brookfieldannounced a proposed expansion of, with planned investments that will grow the initial Nvidia DSX AI factory deployment to 200 megawattsMeanwhile, Nvidia is in talks to provide a $250B backstop for OpenAI,Baker Hughesreported2. WALL STREET CALLS:JefferiesFordand General Motorsto BuyRivianto Overweight at Piper SandlerStellantisto Underweight from Overweight at Piper SandlerJPMorganCheck Pointon weaker competitive positionWall Streetof Bending Spoonswith a mix of Buy and Hold-equivalent ratings3. AROUND THE WEB:A Chinese state-backed company has begun manufacturing immersion deep ultraviolet lithography machines, a key type of equipment used by chipmakers like TSMCin producing chips, The Information saysParamount Skydanceand Warner Bros. Discoveryremain in limbo as their $81B merger faces an antitrust review that could delay the deal into 2027, limiting strategic moves while the companies focus on legal proceedings and competitors continue to expand, WSJ saysUniCreditCEO Andrea Orcel sees room for an agreement over the bank's proposed takeover of Commerzbank, signaling confidence discussions with the government and stakeholders could lead to a deal, Bloomberg saysWaymo'srobotaxis have been fined $9,325 in parking tickets in Austin since 2024, WSJ reportsTrip.comhas been fined $765M by Chinese regulators after it was concluded that the company abused its market dominance, Bloomberg reports4. MOVERS:D-Wave Quantumgains afterwith AT&T (T)Omerosincreases afterfrom its Phase 3 study of ultomirisGenius Sportshigher in New York after Goldman Sachsof the stock with a Buy ratingCapricor Therapeuticslower after thefor deramiocelMapLight Therapeutics (MPLT) falls afterfrom its ZEPHYR trial evaluating ML-007C-MA5. EARNINGS/GUIDANCE:AstraZenecaand reaffirmed its guidance for FY26, with CEO Pascal Soriot commenting, "In the first half we saw strong performance and continued pipeline delivery"Ensign Groupand raised its outlook for FY26Bank of Marin (BMRC), with EPS beating consensusBank of Hawaii, with CEO Jim Polk calling them "solid"Sierra Bancorp, with EPS missing consensusINDEXES:Near midday, the Dow was up 90.71, or 0.17%, to 52,037.96, the Nasdaq was down 144.56, or 0.58%, to 24,831.27, and the S&P 500 was down 19.66, or 0.27%, to 7,392.32.
United Airlines Approached Delta Air Lines for Merger
Catch up on the weekend's top five stories with this list compiled by The Fly: 1) United Airlines (UAL) last year approached Delta Air Lines (DAL) about a merger, Alison Sider and Andrew Tangel of Wall Street Journal report, citing people familiar with the matter. United CEO Scott Kirby made a call to Delta CEO Ed Bastian as part of the pitch, sources told the Journal. While Delta discussed the approach and merits of a potential deal, the talks didn't progress and both companies later moved on, they added. 2) Brown-Forman (BF.A) announced that its Board of Directors has received an unsolicited proposal from Sazerac to acquire Brown-Forman, and, taking into consideration Wolf Pen Branch, LP's view as noted below, has concluded that Sazerac's proposal is not actionable. Wolf Pen Branch, LP, a collection of Brown family members representing the majority of Brown-Forman Class A shares, said, "As fourth-, fifth- and sixth-generation shareholders of Brown-Forman, we care deeply about the company - its brands, its people, and its culture. We are confident in the strength and competitive position of the business, and believe the company is well-positioned to deliver long-term value for all shareholders. We have concluded that Sazerac's proposal does not align with this vision for Brown-Forman's future." 3) Trip.com (TCOM) has been fined $765M by Chinese regulators after it was concluded that the company abused its market dominance, Bloomberg reports. 4) Nvidia (NVDA) is in discussions to provide $250B backstop for OpenAI for a data center project, Anissa Gardizy, Amrith Ramkumar, and Corrie Driebusch of The Wall Street Journal reports. This would help OpenAI lease a 10-gigawatt project that Softbank's (SFTBY) subsidiary is developing in southern Ohio, people familiar with the matter told the Journal. 5) Kuwait enters $16B infrastructure deal with Blackstone (BX), Brookfield Asset Management (BAM), and KKR (KKR), with each firm holding an equal share of a 49% stake in a joint venture, Fiona MacDonald of Bloomberg reports.
Nasdaq Declines Despite Strong Micron Earnings Report
The major averages had a mixed but mostly unchanged session, with the Nasdaq leading the way lower even after a strong Micron earnings report. Investors had started questioning whether the AI trade was losing momentum, but the latest chip demand signals are pushing the narrative back toward continued infrastructure expansion.Meanwhile, The Wall Street Journal reported that Iran has attacked a Singapore-flagged cargo ship traveling through the Strait of Hormuz. The attack inflicted damage on the ship's bridge but left no casualties, according to U.K. Maritime Trade Operations.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Micronreportedand provided upbeat Q4 earnings guidanceQualcommraised its FY29Multiple big banks, including JPMorgan, Goldman Sachs, and Wells Fargo, announced new capital return plans, such as higher dividends and share buybacks, after theits stress test confirms large banks are "well positioned" for a severe recession scenarioMerck KGaABio-Technefor $73 per share in cashAppleis raising prices on2. WALL STREET CALLS:Qualcommto Equal Weight at Morgan Stanley after investor day forecastsPVH Corp.to Underperform at BofA on high EMEA exposureIntelwith a Neutral at Goldman SachsBarclaysKeurig Dr Pepperon upside into separationMorgan StanleyAffirmto Equal Weight on "valuation call"3. AROUND THE WEB:Appleis planning a major shift in its Mac chip roadmap by launching a base M6 chip for entry-level Macs as early as this year while skipping M6 Pro and Max variants, Bloomberg reportsSonoswill cut an additional 3% of its workforce, Bloomberg saysKalshi is in discussions to raise new funding at an approximately $40B valuation and could close the round as early as the third quarter of this year as it expands prediction market offerings and competes more directly with major derivatives and gambling companies, FT reportsAccording to a letter from the U.S. FDA, Amgen'sChemoCentryx personnel "manipulated" study data to make Tavneos, a pill made to treat a rare blood vessel disorder, appear more effective, Bloomberg saysBlue Owl Capitalis in advanced talks to buy a minority stake in the NBA's Cleveland Cavaliers through the private equity firm's Blue Owl's Dyal HomeCourt Partners fund, Bloomberg says4. MOVERS:BlackBerryincreases in New York afterand providing guidance for Q2 and FY27Kymera Therapeuticsgains afterfor its BROADEN2 trialAtaiBeckleyhigher afterit will be added to the Russell 2000 and Russell 3000 Indexes at open on June 29Trip.comlower in New York afterand providing guidance for Q2Hive Digitalfalls after announcing a private offering ofdue 20315. EARNINGS/GUIDANCE:McCormickand backed its guidance for FY26Commercial Metals, with CEO Peter Matt commenting, "We continued to make great progress on our strategic agenda across a number of fronts"TD Synnexand provided guidance for Q3Acuity Brands, with CEO Neil Ashe commenting, "We demonstrated solid execution in our third quarter of fiscal 2026"Winnebago, with EPS and revenue missing consensusINDEXES:The Dow rose 71.72, or 0.14%, to 51,920.62, the Nasdaq lost 118.03, or 0.46%, to 25,358.60, and the S&P 500 declined 0.73, or 0.0099%%, to 7,357.49.
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