Today At A Glance

U.S. equity markets edged higher, shrugging off fresh tariff threats and dovish chatter ahead of key earnings and economic data. The Dow and S&P 500 rose ~0.1%, while the Nasdaq outperformed with a 0.3% gain—marking the Nasdaq’s seventh record close this year. Palantir surged ~5% to reach a new all-time high on investor enthusiasm around its AI offerings. Goldman’s bullish rating sent Nebius Group up ~16%, following strong AI investor appetite. Treasury yields rose modestly to ~4.43%, as markets prepped for Q2 results from big banks and upcoming inflation metrics.

Today’s Index Performance

• Dow Jones Industrial Average (^DJI): Opened around ~44,372 and closed at 44,459.65, up 0.20%.
• Nasdaq Composite (^IXIC): Opened near ~20,585 and closed at 20,640.33, up 0.27%, marking its seventh record close of the year.
• S&P 500 (^GSPC): Opened close to ~6,264 and finished at 6,268.56, up 0.10%, remaining just shy of its all-time high.

Gainers Of Note

• Boeing (NYSE: BA): Aerospace leader; gained ~1.2% after crash investigation found no design issues with the 787.
• MicroStrategy (NASDAQ: MSTR): Bitcoin‑treasury company; rose ~3% as bitcoin topped $122K.
• Fastenal (NASDAQ: FAST): Industrial-supply firm; climbed ~2.9% on strong Q2 results.

Losers Of Note

• Waters Corp (NYSE: WAT):Laboratory instruments provider; declined ~9–12% following news of its $17.5 B merger with Becton Dickinson’s biosciences unit.
• Synopsys (NASDAQ: SNPS): Semiconductor IP supplier; slipped ~2% despite approval of its acquisition of Ansys.
• Rivian (NASDAQ: RIVN): EV maker; dropped ~3.1% after a Guggenheim downgrade.

Active Traders Of Note

• Coinbase (NASDAQ: COIN): Leading crypto‑assets exchange; trading spiked amid bitcoin’s rally and Argus coverage.
• Robinhood (NASDAQ: HOOD): Retail trading platform; up ~1.1% with crypto romance and earnings-week momentum.
• Autodesk (NASDAQ: ADSK): CAD software provider; surged ~5.9% after dropping talks for acquisition of PTC.

Looking Forward:

Tariff concerns will continue to overshadow sentiment this week, particularly as investors await Q2 bank earnings and key inflation data. Near-record S&P and Nasdaq levels suggest resilience, though heightened volatility may persist in trade-sensitive sectors. Watch crypto-linked names and aerospace stocks for further reaction to geopolitical and regulatory news.

Note: The stock performance summaries are based on general trends observed over the past ten trading days and are not indicative of future results.

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