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Nasdaq Sinks Amid Broad Tech Selloff
The S&P closed lower and Nasdaq sunk amid a broad tech selloff that continued from yesterday. Markets in Asia took a hit overnight as chip names including Micron and Nvidia were in sharp decline. Investors appear increasingly focused on whether enormous capital spending commitments across AI infrastructure, data centers and chips can justify current valuations.Interest rates are also back in focus. Markets have become more sensitive to the possibility of tighter monetary policy expectations, which tends to hit long-duration growth assets the hardest. Higher rates reduce the present value of future earnings, making richly valued technology stocks especially vulnerable to sentiment shifts.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Major AI names Micronand Nvidiaare leading aCarnivalreportedand provided its outlook for Q3 and FY26Edgewell Personal Carehas rejected an unsolicited offer from Yellow Wood,Domino's Pizza, with the current Chief Operating Officer named as his successorAlibabaisto fight its designation as a "Chinese military company"2. WALL STREET CALLS:JPMorganIBMto Overweight into software accelerationNikeat Evercore ISI on potential for another resetSusquehannaSpaceXat Neutral, says wait for lower priceWolfeTargetto Outperform, named as top-pick into year-endRoss Storesto Equal Weight at Wells Fargo on valuation3. AROUND THE WEB:Walmartis paying $1.4B to acquire Vibe.co, WSJ reportsMetahas tasked a team with creating a prediction markets mobile app, NY Times reportsChina is adding 10 U.S. companies, including MP Materialsand Teal Drones, to its export controls and is banning government purchases from 46 US companies, including Anduril, Nikkei Asia reportsWorkdaymust defend claims that its AI-powered hiring software unlawfully screened out job applicants, after a federal judge ruled that California anti-discrimination laws may apply even to applicants outside the state seeking jobs elsewhere, Reuters reportsShopifyplans to ban vapes from its platform following pressure from a group of U.S. state attorneys general aiming to reduce the sales of illegal e-cigarettes online, Reuters says4. MOVERS:Blackblazeincreased after entering awith CoreWeaveBed Bath & Beyondgained after Wedbushcoverage with an Outperform ratingInfleqtionwas higher after President Trump signedAMCwas lower after announcing the pricing of aQualcommfell after Bloombergthe company is in advanced discussions to acquire Modular5. EARNINGS/GUIDANCE:Primoris, citing "additional challenges and cost overruns" identified as a result of projects in the company's renewables businessSunbelt Rentalsand provided guidance for FY27Interactive Strengthreaffirmed itsKorn Ferry, with CEO Gary Burnison "very pleased" with the quarterly performanceKeurig Dr Pepperreaffirmed itsINDEXES:The Dow fell 45.87, or 0.089%, to 51,666.84, the Nasdaq lost 579.56, or 2.21%, to 25,587.04, and the S&P 500 declined 107.33, or 1.44%, to 7,365.46.
Global Markets Hit by Tech Stock Selloff
The major averages were mixed near midday amid a broad tech selloff that has continued from yesterday. Global markets in Asia took a hit overnight as chip names including Micron and Nvidia were in sharp decline. Investors appear increasingly focused on whether enormous capital spending commitments across AI infrastructure, data centers and chips can justify current valuations.Interest rates are also back in focus. Markets have become more sensitive to the possibility of tighter monetary policy expectations, which tends to hit long-duration growth assets the hardest. Higher rates reduce the present value of future earnings, making richly valued technology stocks especially vulnerable to sentiment shifts.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Major AI names Micronand NvidiaareCarnivalreportedand provided its outlook for Q3 and FY26Edgewell Personal Carehas rejected an unsolicited offer from Yellow Wood,Primorisslashed its, citing "additional challenges and cost overruns" identified as a result of projects in the company's renewables businessDomino's Pizza, with the current Chief Operating Officer named as his successor2. WALL STREET CALLS:JPMorganIBMto Overweight into software accelerationNikeat Evercore ISI on potential for another resetSusquehannaSpaceXat Neutral, says wait for lower priceWolfeTargetto Outperform, named as top-pick into year-endRoss Storesto Equal Weight at Wells Fargo on valuation3. AROUND THE WEB:California drivers filed a proposed class action accusing gas station operators, including BP, Walmart, Marathon Petroleum, Albertsons, Circle K, and 7-Eleven, of using an AI-based pricing platform from Kalibrate to coordinate gasoline prices and inflate costs at the pump, Reuters saysChina is adding 10 U.S. companies, including MP Materialsand Teal Drones, to its export controls and is banning government purchases from 46 US companies, including Anduril, Nikkei Asia reportsMetainternally exposed data from its employee-tracking program meant to help train its AI models, including full prompts and private conversations, Wired saysWorkdaymust defend claims that its AI-powered hiring software unlawfully screened out job applicants, after a federal judge ruled that California anti-discrimination laws may apply even to applicants outside the state seeking jobs elsewhere, Reuters reportsShopifyplans to ban vapes from its platform following pressure from a group of U.S. state attorneys general aiming to reduce the sales of illegal e-cigarettes online, Reuters says4. MOVERS:Blackblazeincreases after entering a five-yearwith CoreWeave (CRWV)Bed Bath & Beyondgains after Wedbushwith an Outperform ratingInfleqtionhigher after President Trumpon quantum computingAMClower after announcing the pricing of aQualcommfalls afterthe company is in advanced discussions to acquire Modular5. EARNINGS/GUIDANCE:Sunbelt Rentalsand provided guidance for FY27Interactive Strengthfor Q2Korn Ferry, with CEO Gary Burnison "very pleased" with the quarterly performanceKeurig Dr Pepperfor FY26Jiayin Groupwith EPS lower year-over-yearINDEXES:Near midday, the Dow was up 0.04%, or 19.85, to 51,732.56, the Nasdaq was down 1.78%, or 465.35, to 25,701.25, and the S&P 500 was down 1.19%, or 89.02, to 7,383.77.
Exxon Mobil in Talks to Acquire Oil Production Rights in Venezuela
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.VENEZUELAN OIL:Exxon Mobilis in talks to acquire rights to produce oil in Venezuela nearly two decades after it was effectively expelled from the country, several people familiar with the matter told' Anatoly Kurmanaev. If finalized, the deal would mark Exxon's return to the country after years of legal battles and be "a major victory for President Trump," the report stated.FLU VACCINE:Moderna'sexperimental mRNA-based flu vaccine will be reviewed by an FDA advisory panel on June 18 ahead of an August 5 approval decision, signaling a possible return to greater transparency in the agency's review process after advisory hearings became less common during the second Trump administration, Bloomberg's Rachel Cohrs Zhang and Gerry Smith.CHINA TRIP:Executives from companies including Boeing, Apple, Nvidia, and Teslajoined President Trump's delegation to China seeking support from both governments while also pressing Beijing over business restrictions, including blocked solar equipment exports to Tesla, supply constraints affecting Coherent, and delays approving Nvidia's H200 chip sales in China, The New York Times' Ana Swanson. Following the summit, the U.S. and China announced limited progress including Chinese commitments to buy American agricultural products and 200 Boeing planes, while Citiappeared closer to securing approval for a wholly owned securities business in China, though many broader corporate concerns remain unresolved despite lobbying efforts coordinated with senior U.S. officials, Swanson writes.LOAN OFFER:The Pentagon is debating on scrapping an $80M conditional loan offer to ReElement Technologies, Joe Deaux and Kate O'Keeffe of Bloomberg reports. The Pentagon's Office of Strategic Capital announced the agreement with ReElement in November, but officials have since raised doubts about the company's ability to scale its technology, people familiar with the process told. The deal, which is meant to break China's chokehold on critical minerals, has not been canceled and may still go ahead, the sources added. Additionally, the deal is part of a bigger $1.4B critical-minerals agreement that includes Vulcan Elements and is part of the Trump admin's drive to develop domestic production of rare earth elements. Companies involved in the development and mining of rare earth minerals include Nova Minerals, Ioneer, Lynas Rare Earths, MP Materials, Energy Fuels, NioCorpand VanEck Vectors Rare Earth/Strategic Metals ETF.
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