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Super Micro Computer (SMCI) announced a $7 billion equity raise to fund components for its $39 billion AI server order backlog. Shares tumbled ~28% as investors zeroed in on dilution risk, not the demand story.
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Amazon (AMZN) has thrown its less-than-truckload freight network open to any business shipping anywhere in the U.S., sending shares of XPO, Old Dominion, FedEx Freight, and peers sharply lower on Wednesday. Some analysts say the selloff is overdone — for now.
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Oracle posted record Q4 FY2026 results — $19.2B in revenue, 93% OCI growth, and a $638B backlog — but full-year capex of $55.7B blew past guidance, sending shares down more than 7% after hours. Investors are questioning when the AI infrastructure bill comes due.
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Semiconductor stocks slid again Wednesday, marking their fourth down day in five sessions. The SOX dropped ~3.6%, tech is now ~11% off its recent highs, and hotter-than-expected CPI data is keeping rate fears alive.
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Strategy (MSTR) quietly sold 32 BTC for $2.5 million in late May — its first disclosed net sale ever. Analysts say the tiny position barely moves the needle, but it still rattled sentiment.
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J.M. Smucker (SJM) popped more than 10% on June 9 after Q4 results topped expectations on both the top and bottom lines. The beat was big — adjusted EPS came in roughly 20% above consensus — though the full-year picture is more nuanced.
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Chewy (CHWY) reports Q1 FY2026 results before the open on June 10, with the stock near two-year lows. Analysts have cut price targets across the board, though the average rating across roughly 25 analysts remains a Buy.
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BofA strategists led by Savita Subramanian say there are "too many red flags" — with 70% of their bear market signals now lit and the S&P 500 looking expensive on 17 of 20 valuation metrics. The warning lands as equities keep climbing.
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The U.S. semiconductor sector lost roughly $1.4 trillion in market cap on June 6 alone — SOXX dropped ~10% for its worst day in six years, NVDA shed ~6%, and AMD fell 10.86%. A Monday bounce quickly fizzled, leaving markets debating whether this was a technical pullback or a broader…
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April CPI already hit a 33-month high of 3.8%, and tonight's May reading lands against a backdrop of blowout jobs data that pushed odds of a 2026 rate hike to ~70%. All eyes on whether the inflation rebound is stalling or still running.
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Markets closed mixed on June 9 as tech and energy dragged the S&P 500 and Nasdaq lower while the Dow inched higher — then the U.S. launched "defensive strikes" against Iran after the close.
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S&P Dow Jones Indices is swapping out Pool Corp and Campbell's for Marvell Technology and Flex ahead of the quarterly rebalance. Marvell jumped ~5% after-hours on the news; Flex gained ~4%.