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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%.
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Semiconductors bounced back Monday as Marvell surged ~9%, Micron ~7%, and Nvidia gained ~2.3% premarket, partially recovering Friday's brutal ~10% chip-sector selloff. All eyes now turn to May CPI, out Wednesday at 8:30 a.m. ET.
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Adobe (ADBE) reports FY26 Q2 earnings after the close on June 11. The central question: is generative AI turbocharging Adobe's business or quietly undermining its core design software franchise?
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Oracle (ORCL) reports Q4 FY2026 earnings after the close on June 10. Consensus calls for EPS of ~$1.96 and revenue of ~$19.08B — but the real story is whether OCI can sustain its 84% growth streak and how fast that $553B backlog converts to cash.
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NVIDIA and SK Hynix announced a multi-year technology partnership on June 7 to co-develop next-gen memory for NVIDIA's AI factories, covering everything from the Vera Rubin supercomputer to the Jetson Thor robotics platform. NVDA rose ~2.3% in pre-market trading on June 8.
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Amazon has signed a multiyear, multibillion-dollar agreement with Corning to supply fiber optics for its U.S. data centers — Corning's third major AI contract of 2026. Shares jumped as much as 9% on the news.
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Apple debuted a redesigned "Siri AI" at WWDC 2026, with core capabilities powered by a custom Google Gemini model worth roughly $1B a year to Alphabet. Shares surged intraday then reversed, closing down about 2%.
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While AI and semiconductor names tumbled on June 4, the healthcare sector ran the other way — XLV gained ~3%, led by UnitedHealth and Eli Lilly. Two catalysts drove the move: a BofA upgrade on UNH and CVS expanding coverage of Lilly's oral weight-loss drug.