Today At A Glance:

U.S. stocks rallied, pushing the S&P 500 to within ~0.3% of its all-time high as optimism returned ahead of a heavy earnings week. Apple jumped to a record on iPhone buzz and helped lead megacap tech higher; Amazon also rose despite an AWS outage. Cyclicals and small caps participated, with the Russell 2000 up nearly 2%. Sentiment improved as worries about regional-bank loan quality eased. Into the close, the Dow +1.1%, S&P 500 +1.1%, and Nasdaq +1.4% all advanced, with investors eyeing results from Coca-Cola, Tesla, and Procter & Gamble later this week.

Today’s Index Performance:

• Dow Jones Industrial Average — The Dow opened today at 46,312.90 and closed today at 46,706.58, with the percentage change of +1.1%.
• S&P 500 — The S&P 500 opened today at 6,690.05 and closed today at 6,735.13, with the percentage change of +1.1%.
• Nasdaq Composite — The Nasdaq opened today at 22,844.82 and closed today at 22,990.54, with the percentage change of +1.4%.

Gainers Of Note:

• Cleveland-Cliffs (NYSE: CLF) — Integrated steel/iron-ore producer; soared ~21% after the CEO teased a “highly accretive” deal with a global steelmaker and flagged rare-earth finds in Michigan/Minnesota amid China export-curb headlines.
• Celcuity (NASDAQ: CELC) — Oncology biotech; spiked ~40%+ on positive clinical updates showing its breast-cancer therapy (gedatolisib) extended progression-free survival vs. rivals, sending shares to record highs.
• Super Micro Computer (NASDAQ: SMCI) — AI/data-center hardware; rose ~7% as AI enthusiasm and a bullish technical setup (potential breakout pattern) lifted shares among the S&P 500’s top gainers.

Losers Of Note:

• AppLovin (NASDAQ: APP) — Ad-tech platform; fell amid renewed negative chatter following recent regulatory-probe reports and short-seller scrutiny, prompting risk trimming in the name.
• Exelixis (NASDAQ: EXEL) — Oncology biopharma; slid ~12% and ranked among the day’s bigger decliners on U.S. screens tracked by market-losers dashboards.
• Glaukos (NYSE: GKOS) — Ophthalmic-device maker; down ~9%, appearing on top-losers lists as traders rotated toward large-cap tech and cyclicals.

Active Traders Of Note:

• Tesla (NASDAQ: TSLA) — EVs/AI; heavy volume as traders positioned ahead of this week’s earnings, with sentiment tied to AI/auto margins and delivery cadence.
• Netflix (NASDAQ: NFLX) — Streaming; active into results with focus on ad-tier uptake and cash-flow guidance during a pivotal week for mega-cap earnings.
• Zions Bancorporation (NASDAQ: ZION) — Regional bank; brisk trading as the stock rebounded with easing loan-quality fears across the group.

Looking Forward:

Momentum is back in growth and cyclicals, but durability now hinges on mega-cap earnings meeting lofty expectations and Friday’s inflation read. Any surprises in guidance—especially on AI capex, consumer demand, or credit costs—could quickly shift leadership and volatility. With indexes near records, expect a “show-me” tape where beats are rewarded and misses see sharper penalties.

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