Today At A Glance:

Stocks bounced back to set fresh record closes for the S&P 500 and Nasdaq, while the Dow finished essentially flat (down 1 point). Tech leadership persisted on ongoing AI enthusiasm, with chip and server names among the standouts. Gold extended its powerful run well above $4,000/oz as investors kept hedges in place. The continued government-data delays kept attention on Fed commentary and single-stock headlines rather than macro reports. Notable corporate movers included AST SpaceMobile on a new Verizon deal and Jefferies on exposure to a large auto-parts bankruptcy.

Today’s Index Performance:

• Dow Jones Industrial Average (^DJI): The Dow opened today at 46,649.32 and closed today at 46,601.78, with the percentage change of ~0.00% (down 1.2 points).
• S&P 500 (^GSPC): The S&P 500 opened today at 6,727.38 and closed today at 6,753.72, with the percentage change of +0.6%.
• Nasdaq Composite: The Nasdaq opened today at 22,852.32 and closed today at 23,043.38, with the percentage change of +1.1%.

Gainers Of Note:

• AST SpaceMobile (NASDAQ: ASTS) – Space-based cellular network builder; jumped after unveiling a U.S. partnership with Verizon to extend coverage via satellites.
• Dell Technologies (NYSE: DELL) – Servers/PCs with growing AI-infrastructure exposure; rose ~8% on bullish analyst commentary and continued demand for AI servers.
• POET Technologies (NASDAQ: POET) – Optical interconnects for AI/datacenter; climbed ~10–13% after closing a record $75M financing, bolstering growth plans.

Losers Of Note:

• Jefferies Financial Group (NYSE: JEF) – Investment bank; slipped after disclosing $715M fund exposure tied to the bankruptcy of First Brands Group.
• Joby Aviation (NYSE: JOBY) – Electric air-taxi developer; fell ~11% following a discounted share sale that pressured the eVTOL group.
• Archer Aviation (NYSE: ACHR) – eVTOL peer; traded lower in sympathy with the sector amid dilution worries and risk-off flows in speculative names.

Active Traders Of Note:

• Nvidia (NASDAQ: NVDA) – AI chips; heavy volume as tech outperformed and Fed-minutes focus kept AI leadership in the spotlight.
• Micron Technology (NASDAQ: MU) – Memory/AI; active session with shares up as much as ~3–4%, contributing to chip strength.
• Confluent (NASDAQ: CFLT) – Data streaming; busy tape after a sharp pre-market pop carried into regular trading amid renewed software momentum.

Looking Forward:

With macro data still trickling due to the shutdown, Fed speak and minutes will likely steer sentiment alongside ongoing AI-infrastructure headlines. Watch whether today’s tech-led breadth can broaden into cyclicals or if defensives stay bid alongside record-high gold. Into tomorrow, expect single-name catalysts (upgrades, capital raises, and M&A chatter) to keep dispersion high even if index moves remain orderly.

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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