Actualités

The Morning Bull - US Market Morning Update Wednesday, Jul, 1 2026 US stock futures are slightly softer this morning, with E-mini S&P 500 contracts down about 0.1%, as investors weigh tight energy supplies against calmer inflation signals from overseas and brighter Chinese data. The US Strategic Petroleum Reserve has dropped to 325.7 million barrels, a 43 year low, which underlines how little backup there is if fuel prices spike again. At the same time, France’s inflation rate has slowed to...

Compare portfolio concentration, risk profiles, and dividend yields to see how these two tech-focused funds stack up for investors.

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 22% gain over the past six months, beating the S&P 500 by 13.5 percentage points.

Insurance firms play a critical role in the financial system, offering everything from property coverage to life insurance and specialized risk solutions. But concerns about claims severity and tightening regulations have tempered enthusiasm, limiting the industry’s gains to 2.9% over the past six months. This return lagged the S&P 500’s 8.5% climb.

U.S. stock futures were heading for losses to kick off the third quarter of the year. Markets are looking ahead to an appearance by Federal Reserve Chairman Kevin Warsh at a central-banking forum. Dow Jones Industrial Average futures were down 242 points, or 0.5%.

Technology stocks may have more room to run than energy shares as AI spending remains strong and oil prices retreat.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 22.2% return over the past six months has topped the S&P 500 by 13.7 percentage points.

As the stock market alternatively displays the grace of a boxer and the oafishness of a drunkard, investors are once more confronting that which they fear most: volatility. Buying stocks that benefit from market volatility is a useful way to hedge unrest and profit from big trading volumes. U.S. margin debt was a record $1.4 trillion in May. If the market breaks and stocks decisively slump, trading volumes should surge.

7.44am: ABF warns on sugar losses Associated British Foods has warned that weaker sugar trading will hit profits this year, while Primark saw mixed sales in the third quarter. The FTSE 100 group's CEO George Weston says: "Aside from Sugar, our full year outlook for the group is...

FedEx Freight Holding Company, Inc. (NYSE:FDXF) is one of the stocks that were recently added to the S&P 500 index. The company was added to the index following a spinoff from FedEx Corporation (NYSE:FDX). On June 26, TheFly reported that BofA raised its price target on FedEx Freight Holding Company, Inc. (NYSE:FDXF) from $185 to […]

Casey’s General Stores, Inc. (NASDAQ:CASY) has posted positive performance since its addition to the Index and ranks among the top stocks that were recently added to the S&P 500. Casey’s General Stores, Inc. (NASDAQ:CASY) is a solid stock considering its recession-resistant business model driven by small-town dominance. Casey’s high profitability and differentiated foodservice make it […]

Veeva Systems Inc. (NYSE:VEEV) was added to the S&P 500 in early May and thus appears on our list of the 10 stocks that were added to the S&P 500 index recently. In the past week, Veeva Systems Inc. (NYSE:VEEV) has gained over 11.5% following the acquisition of Copli and the launch of the AI-driven […]

Flex Ltd. (NASDAQ:FLEX) is the most recent addition to the S&P 500 index, and year-to-date it has surged over 142%. However, since joining the index last week, the shares have plunged over 2.50%. On June 1, Flex Ltd. (NASDAQ:FLEX) reported its latest additions at COMPUTEX 2026. The company has announced three new power solutions designed […]

CRH plc (NYSE:CRH) was recently added to the S&P 500 index and has plunged over 10% since its inclusion. CRH plc (NYSE:CRH) has undergone management changes, including the appointment of Aylwyn Bryan as CFO, effective May 12, 2026, and Danilo Juvane as Head of Investor Relations, effective May 26, 2026. Following the major leadership changes, […]

Comfort Systems USA, Inc. (NYSE:FIX) has skyrocketed since joining the S&P 500 index, making it one of the best stocks on our list of stocks that were added to the S&P 500 index recently. Comfort Systems USA, Inc. (NYSE:FIX) is making headlines as a major beneficiary of the growing data center and AI infrastructure build-out […]

Ciena Corporation (NYSE:CIEN) is one of the top stocks that have surged notably since it was added to the S&P 500. CIEN has gained over 77%, making it one of the top stocks that were added to the S&P 500 index recently. Ciena Corporation is focusing on AI demand and innovative solutions. On June 17, […]

Coherent Corp. (NYSE:COHR) recently joined the S&P 500 and has surged nearly 49% since then, making it one of the top stocks that were added to the S&P 500 index recently. Coherent Corp. (NYSE:COHR) shares have gained over 106% so far in 2026, driven by robust AI-driven demand for its optical networking hardware and a […]

Vertiv Holdings Co (NYSE:VRT) is one of the 10 stocks that were added to the S&P 500 index recently. So far, the stock has performed well, soaring over 17%. Vertiv Holdings Co (NYSE:VRT) has been a highlight recently following the acquisition of Strategic Thermal Labs and ThermoKey, which expanded its thermal-management exposure and addressed critical […]

A $1,000 bet on the S&P 500 in 2021 now beats the same bet on Bitcoin by about 6%, despite crypto's much wilder ride.

Asian stocks were mixed Wednesday as investors nervously awaited key US jobs data that could help determine the Federal Reserve's next interest rate decision, while the yen is in focus as it wallows around four-decade lows.But fears are growing that those valuations have now gone too far, investors might not see returns as early as expected and US interest rates could start to go up.

Fed Chair Kevin Warsh is scheduled to give a speech at the European Central Bank Forum on Central Banking in Sintra, Portugal, on Wednesday.

The Dow Jones Industrial Average gained 0.3% while the S&P 500 rose 0.8% and the Nasdaq Composite added 1.5%. “The technology sector has led the way higher this quarter…However, more recently, over the last month, we have seen a bit of rotation, with tech and AI-driven sectors down for the month, while areas like healthcare, industrials, and financials have moved higher,” notes Edward Jones Head of Investment Strategy and Asset Allocation Mona Mahajan.

The Philadelphia Semiconductor Index hit its best quarter on record.

The S&P 500 and Nasdaq composite turned in 24 and 20 record closes, respectively, in the year's first half, lifted by the artificial-intelligence boom that has fueled sizable gains in the chip makers supplying the build-out.

US stocks fell after tech stocks jumped and the Dow closed at an all-time high on Tuesday.

US stock futures fell after tech stocks jumped and the Dow closed at an all-time high.

The S&P 500 and the Nasdaq rose 0.8% and 1.5%, respectively, in the second quarter's final session. For the three-month period, the S&P 500 advanced 15%, its best quarterly performance in six years. The yen sank to a 40-year low.

<body><p>STORY: U.S. stocks ended the second quarter on a high note...</p><p>with the Dow on Tuesday adding about a quarter of a percent to notch another record high close. The blue-chip index also registered its biggest quarterly jump in four years.</p><p>Meanwhile, the S&P 500 rallied roughly eight-tenths of a percent, and the Nasdaq climbed more than one-and-a-half percent - with both indexes recording their biggest quarterly gains in six years.</p><p>:: Archive</p><p>Investor optimism about about economic and earnings growth has helped power stocks even amid the Middle East conflict.</p><p>But Eric Diton, president and managing director of The Wealth Alliance, remains cautious about a pricey market that keeps climbing higher.</p><p>"Now, what can stop it? No one rings a bell at the top. No one rings a bell at the bottom. But I will tell you that there are multiple just signs of froth. Signs of froth. // If you go back to Warren Buffett, no one wants to hear about Warren Buffett, but he's still the greatest investor in history in my book. And the Buffett Indicator just very simply, market value versus GDP. He says, when you're over 150%, that's a very overvalued market. Okay, well, what if you're at 218%? What's that?!"</p><p>Investors have been particularly concerned about lofty valuations in the tech sector and continued massive spending on AI by those companies.</p><p>Strategists at BofA said cyclical, value-oriented sectors such as energy and financials could be the better bet heading into the second half.</p><p>As for Tuesday's notable stock moves, shares of Nike, down 1% at the close, tumbled at least another 8% in extended trading, after the world's largest sportswear company reported quarterly revenue that edged past estimates, but said its sales continued to fall in China, which has been a weak spot for Nike in recent quarters.</p></body>

Pacific Biosciences of California (PACB) closed at $1.68 in the latest trading session, marking a -2.89% move from the prior day.

The latest trading day saw Teladoc (TDOC) settling at $8.48, representing a -2.42% change from its previous close.