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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 Decline as Treasury Yields Rise
Stock futures have slumped Thursday as a sharp rise in Treasury yields and renewed oil price gains weighed on equities, more than offsetting renewed AI optimism following Meta'sMuse product rollout event.In pre-market trading, S&P 500 futures declined 0.5%, Nasdaq 100 futures fell 0.95% and Dow futures lost 0.26%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Knife Riverup 5% following Starboard Value announcing a position and plans to push the company's management to improve its margins or explore a saleEverpureup 6% after the company forecast revenue for 2028 that exceeded estimatesDolby Labsup 4% after the company announced the expansion of Dolby experiences within the Meta ecosystem of devices and platformsUP AFTER EARNINGS -H.B. Fullerup 1%BlackBerryup 1%DOWN AFTER EARNINGS -Stitch Fixdown 17%Dardendown 4%TD Synnexdown 10%LOWER -MGM Resortsdown 10% after Barry Diller's Peopledropped plans to acquire the rest of the casino company it does not already ownDropboxdown 5% after Citi downgraded the stock to SellEtsydown 2% after Arete downgraded the stock to Neutral from BuyViking Therapeuticsdown 12% after offering $200M in common shares and another $200M in convertible notes to help fund clinical developmentAcadia Pharmaceuticalsdown 5% after saying its Phase 2 portion of RADIANT trial "narrowly missed" its primary endpoint
WTI Crude Oil Rises Above $92 Amid Trump-Iran Standoff
U.N. General Assembly standoff pitting President Trump's threat to annihilate Iran against a defiant tone from Iranian President that his country will not bow down to pressure reverberated across financial markets on Wednesday, with WTI crude oil breaking a string of five consecutive declining sessions to rise above $92 per barrel. Energy was the only sector to finish in the green, while Basic Materials and Communication Services were the biggest decliners. Dented hopes for a diplomatic offramp also contributed to higher borrowing costs in the US - the 10-year Treasury note yield spiked 15 basis points to a multi-decade high of 5.11%. In the opening hour of the evening session, index futures are little changed - S&P e-minis are below 7.770 and Nasdaq 100 is below 30,800.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -Everpureup 4.9% after above-consensus FY28 revenue guidance at Investor Day presentationKnife Riverup 4.0% after WSJ report of Starboard Value taking a stakeGlossmer Bioup 1.9% after submitting NDA for seralutinibInhibrx Biosciencesup 1.4% after insider buyDOWN AFTER EARNINGS -Stitch Fixdown 17.7%HB Fullerdown 0.6%ALSO LOWER -Viking Therapeuticsdown 8.3% after $200M spot secondaryMGM Resorts Internationaldown 8.0% after Barry Diller withdrew bid for companyTransUniondown 2.4% after CFO resignation
Stitch Fix Q4 Revenue at $324.4M, Below Consensus
Reports Q4 revenue $324.4M, consensus $324.65M. Reports Q2 Active clients of 2.277M, a decrease of 1.4% quarter-over-quarter and a decrease of 1.4% year-over-year. "Fiscal 2026 was a transformative year for Stitch Fix. We closed the year as a significantly healthier business, with a strengthened operating foundation, along with a reimagined client experience and more compelling assortment," said Matt Baer, CEO, Stitch Fix. "Full-year revenue grew 6.4% year-over-year and we continued to gain share in the U.S. apparel, footwear and accessories market. We remain confident in our transformation strategy and ability to advance our efforts to deliver the most personalized and client-centric shopping experience as we navigate a challenging consumer environment."
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