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VNET Group Shares Decline
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Stock Futures Weaken as Oil Prices and Treasury Yields Rise
Stock futures are pointing to a weaker open as fading hopes for a U.S.-Iran peace agreement push oil prices and Treasury yields higher. Brent crude is rising as the ceasefire between the U.S. and Iran comes under pressure, while the 30-year Treasury yield has climbed to around 5.33%, its highest level since 2007. The combination of higher oil and long-term yields is tightening financial conditions and making high-duration technology stocks particularly vulnerable.AI and semiconductor stocks are bearing the brunt of the selling. The weakness comes as investors reassess elevated valuations across the AI trade, with higher borrowing costs adding another headwind to companies whose valuations depend heavily on future growth.The retail sector is providing some support. Home Depot is gaining about 2% after reporting second-quarter sales above expectations, although the company said the housing market remains challenging. Investors will also look to Target and Walmart later this week for a clearer picture of consumer spending and the health of the U.S. consumer.The Federal Reserve's July meeting minutes, due Wednesday, are another catalyst. After the recent weak labor-market data and relatively benign inflation reports, investors have been looking for evidence that policymakers are becoming more comfortable with eventual rate cuts. However, the renewed rise in oil prices and long-term Treasury yields could complicate that outlook.In pre-market trading, S&P 500 futures fell 0.52%, Nasdaq futures fell 0.3% and Dow futures fell 0.10%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Amylyxup 36% after its Lucidity trial met the FDA-agreed-upon primary endpoint demonstrating a 55% reduction in the composite rate of Level 2 and Level 3 hypoglycemic events compared to placeboUP AFTER EARNINGS -Duos Technologiesup 11%Flexsteel Industriesup 6%Home Depotup 2%Amer Sportsup 8%DOWN AFTER EARNINGS -Klarnadown 20%Fabrinetdown 11%Baidudown 9%VNET Groupdown 8%Immaticsdown 2%Pony AIdown 3%LOWER -XTI Aerospacedown 7% after announcing Scott Pomeroy has resigned as CEO and that the company is delaying its quarterly report to complete an internal reviewTesladown 2% after The Informationthe company has told staff it is planning for a public Cybercab launch in August
Major Averages Dip as Market Awaits CPI Report
The major averages were mixed but mostly lower despite oil prices pulling back, as yesterday's surge in chip stocks failed to build on its momentum. The fresh pressure on companies in the AI space reflects the lingering skepticism that part of the rally for chips and datacenter suppliers in recent quarters may have been overblown. Oil prices have pulled back after reports of a ceasefire between Israel and Iran, easing concerns about a major supply disruption, though investors are largely in wait-and-see mode ahead of tomorrow's CPI inflation report, which could influence expectations for the Fed's path through the second half of the year. Also keeping the market on edge, President Trump said in a social media post that Iranians shot down a U.S. helicopter over the Strait of Hormuz and that "the United States must, of necessity, respond to this attack."Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has confidentially filed for an IPO with the SEC,GSKNuvalentfor $10.6B, or $124 per shareJ.M. Smuckerreportedand provided FY27 guidanceBroadcom, Apollo Global, and BlackstoneAnthropic launchedand Claude Mythos 52. WALL STREET CALLS:FuelCellto Buy at CanaccordKeefe BruyetteToll Brothersto OutperformKeefe paired the upgrade of Toll with aof Lennarto UnderperformPrudentialto Hold at Argus on Japan issuesMagnitewith a Buy at BTIG3. AROUND THE WEB:Googleconvinced the Federal Circuit Court of Appeals to restore two smart-speaker patents that allegedly were infringed by audio equipment maker SonosAncora is pushing Ashlandto pursue a sale, Reuters saysThe U.K. is conducting a review of its National Health contract with Palantiramid growing pressure for the government to use a break clause at the end of the contract's initial term in 2027, Reuters reportsNuvei is in talks to acquire Payoneer Global, Reuters reportsWalmartplans to announce the departure of Diana Marshall, the chief experience officer at Sam's Club, WSJ reports4. MOVERS:Veecogains after announcing a follow-on order for itsMission Produceincreases after, providing guidance for Q3, and announcing a new $100M share repurchase programVNetand GDS Holdingshigher in New York after BloombergChina is preparing to spend $295B on building data centers across the countryUnited Natural Foodslower afterand narrowing its guidance for FY26Universal Technicalfalls after announcing a5. EARNINGS/GUIDANCE:SailPoint, with CEO Mark McClain saying "robust top- and bottom-line growth, underscores the critical market demand for comprehensive identity security"Land's Endand provided guidance for Q2 and FY26Titan Machinery, with EPS missing consensusDesigner Brandsand backed its guidance for FY26Academy Sportsand raised its guidance for FY26INDEXES:The Dow rose 86.10, or 0.17%, to 50,872.11, the Nasdaq lost 250.84, or 0.97%, to 25,678.82, and the S&P 500 declined 19.08, or 0.26%, to 7,386.65.
Major Averages Broadly Lower as Market Awaits CPI Report
The major averages were broadly lower near noon despite oil prices pulling back, as yesterday's surge in chip stocks failed to build on its momentum. The fresh pressure on companies in the AI space reflects the lingering skepticism that part of the rally for chips and datacenter suppliers in recent quarters may have been overblown. Oil prices have pulled back after reports of a ceasefire between Israel and Iran, easing concerns about a major supply disruption, though investors are largely in wait-and-see mode ahead of tomorrow's CPI inflation report, which could influence expectations for the Fed's path through the second half of the year.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:OpenAI has confidentially filed for an IPO with the SEC,GSKNuvalentfor $10.6B, or $124 per shareJ.M. Smuckerreportedand provided FY27 guidanceBroadcom, Apollo Global, and BlackstoneVail Resortsreportedand lowered its FY26 Resort Reported EBITDA guidance2. WALL STREET CALLS:FuelCellto Buy at CanaccordKeefe BruyetteToll Brothersto OutperformKeefe paired the upgrade of Toll with aof Lennarto UnderperformPrudentialto Hold at Argus on Japan issuesMagnitewith a Buy at BTIG3. AROUND THE WEB:The U.K. is conducting a review of its National Health contract with Palantiramid growing pressure for the government to use a break clause at the end of the contract's initial term in 2027, Reuters reportsNuvei in talks to acquire Payoneer Global, Reuters reportsVodafoneThree, formed by the merger between Vodafone UKand Three last year, has tabled a bid for the consumer operations of struggling rival TalkTalk, which has 1.75M customers, FT saysWalmartplans to announce the departure of Diana Marshall, the chief experience officer at Sam's Club, WSJ reportsA group of eight aerospace and defense companies led by Airbusis planning a collaboration to develop a German-led European alternative to the doomed Franco-German fighter jet, FT reports4. MOVERS:Veecogains after announcing a follow-on order for itsMission Produceincreases after, providing guidance for Q3, and announcing a new $100M share repurchase programVNetand GDS Holdingshigher in New York afterChina is preparing to spend $295B on building data centers across the countryUnited Natural Foodslower afterand narrowing its guidance for FY26Universal Technicalfalls after announcing a5. EARNINGS/GUIDANCE:SailPoint, with CEO Mark McClain saying "robust top- and bottom-line growth, underscores the critical market demand for comprehensive identity security"Land's Endand provided guidance for Q2 and FY26Titan Machinery, with EPS missing consensusDesigner Brandsand backed its guidance for FY26Academy Sportsand raised its guidance for FY26INDEXES:Near midday, the Dow was down 0.46%, or 235.06, to 50,550.95, the Nasdaq was down 1.79%, or 463.17, to 25,466.50, and the S&P 500 was down 1.06%, or 78.74, to 7,326.99.
Major Averages Mixed as Eli Lilly and Others Engage in $4B Deals
The major averages had a mixed day back from the long weekend as markets reacted to reports of potential progress in U.S.–Iran talks aimed at ending the conflict. However, uncertainty remains as the president also warned that military action remains possible if talks fail and fresh clashes between the U.S. and Iran clouded the outlook for an interim deal to reopen the Strait of Hormuz. Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Eli LillyCurevo, LimmaTech Biologics, and Vaccine Company in deals worth up to $4B combinedBPsaid Albert Manifold has been removed as board chair followingAutoZonereportedChip stocks, including Micronand Qualcommrose on hopes that easing geopolitical tensions around the Iran conflict could reduce supply-chain and risk-premium pressuresFerrariunveiled, a five-seat electric vehicle2. WALL STREET CALLS:Marvellto Buy at HSBC on "undervalued" optical interconnect strengthBooz Allento Buy at StifelNorthlandIntel, Astera Labsand Semtechto Market PerformBofAthe firm's price target on Appleto $380 from $330UBSthe firm's price target on Micronto $1,625 from $5353. AROUND THE WEB:Occidental Petroleumis buying a 10% interest in Exxon Mobil'sdeepwater exploration block offshore Trinidad and Tobago, Reuters reportsThe European Union is set to open an in-depth investigation into Chinese e-commerce group JD.com'sbid for German electronics retailer Ceconomy, FT reportsWixis preparing its largest-ever round of layoffs, with plans to cut about 1,000 jobs, or roughly 20% of its workforce, following weak earnings, a sharp stock decline, and mounting pressure on profitability, Calcalist reportsPrologisand the American Bureau of Shipping will be anchoring a $200M venture-capital, VC, fund betting on a U.S. revival in maritime and logistics, WSJ saysNvidiaCEO Jensen Huang has asked Super Micro Computerto tighten its compliance after Taiwan detained three people for allegedly making fraudulent declarations related to AI servers made by Nvidia, Bloomberg says4. MOVERS:ASP Isotopesgains after announcing it hasthe first 18 stages of its Silicon-28 enrichment facility located in Pretoria, South AfricaOusterincreases after entering aSatellogichigher after securing an $18M contract forCircle Internetfalls after KeyBanccoverage of the stock with a Sector Weight ratingCosanlower in New York after HSBCthe stock to Reduce5. EARNINGS/GUIDANCE:VNET Groupand backed its guidance for FY26Champion Homes, with EPS and revenue beating consensusCSW Industrial, with CEO Jospeh Armes commenting, "I am pleased to report all-time record revenue and adjusted EBITDA for the fiscal Q4 and FY26"Uni-Fuelsand raised its guidance for FY26Dropboxand fiscal year 2026 financial results to be in-line with or above the guidance rangesINDEXES:The Dow fell 118.02, or 0.23%, to 50,461.68, the Nasdaq gained 312.21, or 1.19%, to 26,656.18, and the S&P 500 advanced 45.65, or 0.61%, to 7,519.12.
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