Today At A Glance:

Stocks notched fresh record closes for a third straight session as an Nvidia–OpenAI mega-partnership kept AI momentum humming. By the bell, the S&P 500 +0.4%, Nasdaq +0.7%, and Dow +0.1%; tech led gains while defensives lagged. Goldman Sachs lifted its year-end S&P 500 target to 6,800, citing easier Fed policy and resilient earnings. M&A headlines popped: Pfizer–Metsera in obesity drugs, Compass–Anywhere in real estate brokerages, and Atlas taking ODP private. Pockets of weakness included Kenvue on fresh Tylenol-autism controversy and Broadcom amid tech rotation.

Today’s Index Performance:

• Dow Jones Industrial Average (^DJI) — The Dow opened today at 46,206.69 and closed today at 46,381.54, with the percentage change of +0.14%.
• S&P 500 (^GSPC) — The S&P 500 opened today at 6,654.28 and closed today at 6,693.75, with the percentage change of +0.44%.
• Nasdaq Composite — The Nasdaq opened today at 22,606.59 and closed today at 22,788.98, with the percentage change of +0.70%

Gainers Of Note:

• Metsera (NASDAQ: MTSR) – Clinical-stage obesity-drug developer; surged ~60% after Pfizer agreed to acquire the company for $47.50/share plus CVRs (up to $22.50/share) tied to milestones.
• Anywhere Real Estate (NYSE: HOUS) – Parent of Coldwell Banker, Century 21, Sotheby’s International Realty; jumped ~50%–60% after Compass announced an all-stock merger valuing HOUS at $13.01/share (EV ~$10B).
• ODP Corporation (NASDAQ: ODP) – Office Depot/OfficeMax owner; spiked ~30%+ on a $1B take-private agreement with Atlas Holdings at $28/share cash.

Losers Of Note

• Compass (NYSE: COMP) – Real-estate brokerage platform; fell ~10%–12% after unveiling the Anywhere merger, with investors weighing dilution and integration risk.
• Kenvue (NYSE: KVUE) – Consumer health (Tylenol, Band-Aid); dropped ~7%–10% on reports the White House plans to link acetaminophen use in pregnancy to autism, a claim the company rejects.
• Broadcom (NASDAQ: AVGO) – Chips & infrastructure software; slipped ~1%–2% as investors rotated within AI beneficiaries following the Nvidia–OpenAI headlines.

Active Traders Of Note

• Nvidia (NASDAQ: NVDA) – AI/GPU leader; heavy volume, +~4% on plans to invest up to $100B in OpenAI to build 10 GW of Nvidia-powered AI data centers.
• Oracle (NYSE: ORCL) – Cloud & enterprise software; active, +~5%–6% after the White House named Oracle in the U.S. TikTok deal and the company announced a CEO shake-up.
• Apple (NASDAQ: AAPL) – Consumer tech; brisk trading, +~4% intraday as megacap tech strength helped propel the Dow and Nasdaq to records.

Looking Forward:

A data-light week gives oxygen to AI-capex narratives and deal flow, but Friday’s inflation update could still sway the Fed path and risk appetite. Watch health-care headlines (KVUE and obesity-drug M&A) for cross-currents between regulatory risk and growth optionality. With indexes at highs and positioning extended, expect dispersion: AI leaders may keep carrying the tape, while staples and select semis could lag on idiosyncratic 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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