Today At A Glance:

U.S. markets ended mixed amid corporate earnings and tariff concerns. The Dow finished up ~0.4%, while the S&P 500 touched a new record, and the Nasdaq closed lower. Auto stocks were hit hard: GM dropped after warnings on tariff-related losses. Homebuilders surged, led by D.R. Horton, PulteGroup, and Taylor Morrison following strong earnings. Semiconductor and gold-mining stocks saw notable moves, buoyed by equipment orders and rising bullion prices.

Today’s Index Performance:

• Dow Jones Industrial Average (^DJI): Opened around 44,323 and closed at 44,502.44, a gain of about +0.4%. .
• S&P 500 (^GSPC): Opened near 6,305 and closed at 6,309.62, up approximately +0.1% to a fresh record.
• Nasdaq Composite (^IXIC): Opened around 20,974 and closed at 20,892.68, down about −0.4%.

Gainers Of Note:

• D.R. Horton (NYSE: DHI) – America’s largest homebuilder, jumped ~17% after beating Q2 expectations and showing strong home demand.
• Aehr Test Systems (NASDAQ: AEHR) – Semiconductor equipment maker rallied over 20% on news of a large AI-chip tester order from Sonoma.
• Kohl’s (NYSE: KSS) – Retailer surged ~38%, driven by a short squeeze al­­though earnings weren’t highlighted, short interest was high.

Losers Of Note:

• General Motors (NYSE: GM) – Auto giant dropped ~8%, weighed down by warnings of $1.1–$5 billion in tariff-related costs despite solid Q2 earnings.
• Lockheed Martin (NYSE: LMT) – The aerospace/defense firm fell ~11% after incurring $1.7 billion in one-time charges and reporting weaker-than-expected earnings.
• RTX (NYSE: RTX) – Defense/email conglomerate missed earnings expectations and cut its 2025 outlook, dragging its share lower.

Active Traders Of Note:

• Tesla (NASDAQ: TSLA) – The EV maker saw elevated volume and a ~1.4% gain as investors positioned ahead of Q2 earnings.
• Agnico Eagle Mines (NYSE: AEM) – Gold miner hit all-time highs with heavy trading on rising gold prices (~+1%), attracting interest with its breakout chart pattern.
• Medpace Holdings (NASDAQ: MEDP) – Clinical research services provider climbed ~54%, drawing heavy volume after beating Q2 estimates and raising full-year guidance.

Looking Forward:

Today’s mix of record highs in the S&P and renewed selling in cyclicals suggests investor caution—markets are rewarding growth and safety amid tariff and earnings uncertainty. With Big Tech and Tesla earnings ahead, attention will shift to Q2 reports from Alphabet and Tesla for further direction. Elevated volume in key stocks (like Tesla, Medpace, and Ag) hints at possible rotation into growth and defensive plays tomorrow.

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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