Today At A Glance:

Stocks fell as renewed stress in regional banks overwhelmed an early AI-fueled bounce from strong TSMC commentary. Concerns intensified after Zions and Western Alliance flagged problem loans, pulling the KBW Bank index lower and flipping the major averages red by the close. Gold pushed to another record high as investors sought safety, while Treasury yields slipped toward 4% on the 10-year. Bright spots included Salesforce and J.B. Hunt, which rallied on upbeat long-term guidance and an earnings beat, respectively. The cross-current: AI enthusiasm on one side, bank-stress headlines and tariff noise on the other.

Today’s Index Performance:

• Dow Jones Industrial Average — The Dow opened today at 46,289.09 and closed today at 45,904.72, with the percentage change of −0.75%.
• S&P 500 — The S&P 500 opened today at 6,690.01 and closed today at 6,622.01, with the percentage change of −0.74%.
• Nasdaq Composite — The Nasdaq opened today at 22,764.40 and closed today at 22,524.06, with the percentage change of −0.64%.

Gainers Of Note:

• Salesforce (NYSE: CRM) – Enterprise software leader; jumped after projecting robust long-term revenue targets (widely cited ~$60B by 2030), positioning itself as an AI beneficiary.
• J.B. Hunt Transport Services (NASDAQ: JBHT) – Trucking & intermodal; surged on a cost-driven earnings beat that defied the freight downturn.
• Newmont (NYSE: NEM) – Gold miner; rose alongside record bullion prices as haven demand picked up.

Losers Of Note:

• Hewlett Packard Enterprise (NYSE: HPE) – Enterprise hardware/networking; fell after issuing FY26 guidance below Street expectations amid Juniper integration updates.
• The Travelers Companies (NYSE: TRV) – Property & casualty insurer; slid and weighed on the Dow following mixed post-earnings reactions in the group.
• Zions Bancorporation (NASDAQ: ZION) – Regional bank; tumbled after disclosing a sizable loan charge-off tied to borrower misrepresentations, stoking sector-wide worry.

Active Traders Of Note:

• Nvidia (NASDAQ: NVDA) – AI semis; heavy volume as chip optimism from TSMC headlines met risk-off pressure later in the session.
• Western Alliance (NYSE: WAL) – Regional bank; active amid heightened scrutiny of loan quality across the group.
• Tesla (NASDAQ: TSLA) – EVs & energy; brisk trading as megacap growth oscillated with broader risk appetite and higher volatility.

Looking Forward:

Bank-stress headlines are the near-term swing factor; any fresh disclosures (or calming updates) could meaningfully steer tomorrow’s tone. Watch whether AI-linked momentum can reassert leadership without broader participation, especially if yields keep easing. The calendar stays earnings-heavy—guidance on demand, margins, and credit quality will be front-and-center for equity direction into the next session. 

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