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Hynix Soars, Chips Stay Grounded
The Wall Street Journal38d agobullish
Hynix Soars, Chips Stay Grounded

The prospect of resumed talks between the U.S. and Iran eased oil prices. President Trump said in a social-media post that the U.S. had agreed to continue talks with Iran. SK Hynix completed the largest-ever U.S. share sale by a foreign company.

Two Big Tech Names Are Giving Stocks a Boost
Barrons.com39d agoneutral
Two Big Tech Names Are Giving Stocks a Boost

Meta stock’s gains are leading the S&P 500 and the Magnificent Seven on Friday. The S&P 500 was up 0.2%, and the Dow gained 0.2%. The tech-heavy Nasdaq was up 0.1%. Meta stock was up 5.8%, adding to its best week since 2024, according to Dow Jones Market Data.

Only 1 Major S&P 500 Sector Is Really Struggling Today
Barrons.com39d agoneutral
Only 1 Major S&P 500 Sector Is Really Struggling Today

The Iran war and a tug-of-war between AI stocks and other parts of the market have left the S&P 500 stuck in a range. On Friday, the S&P 500’s healthcare sector was the only major sector trading down more than 0.1%: It was down 0.7%. Moderna was the S&P’s biggest laggard, while UnitedHealth was the big drag on the Dow.

Wall Street Shakes Off Iran Jitters
Barrons.com39d agoneutral
Wall Street Shakes Off Iran Jitters

Stocks saw brief pullback after Trump posted about U.S.-Iran negotiations. The Dow was up 54 points or 0.1%, while the S&P 500 hovered near the flatline. “The muted stock market reaction to the re-escalation of Iran tensions this week is prime evidence that the market is looking past geopolitical tensions,” Clark Bellin, CIO of Bellwether Wealth said, adding, “From a stock market point of view, the stock market already reacted to the Iran situation in March and similar to last year's tariff tantrums, once the market reacts to something, it tends to move on in due time.”

Magnificent Meta Is Up Again, Leading the S&P 500
Barrons.com39d agoneutral
Magnificent Meta Is Up Again, Leading the S&P 500

There were multiple recent catalysts that sent Meta stock higher from reports that the company plans to rent out its surplus compute to Mark Zuckerberg announcing the release of Muse Spark 1.1, and a reported internal memo about expanding its computing capacity and a new AI chip through a partnership with Broadcom. The Roundhill Magnificent Seven ETF was up 1.2%, mostly thanks to Meta’s climb.

Alphabet (GOOG) Surged as Investors’ Confidence Boosted Amid Durable Execution
Insider Monkey39d agobullish
Alphabet (GOOG) Surged as Investors’ Confidence Boosted Amid Durable Execution

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. You can download a copy here. Despite economic uncertainties, US equities rose in Q2, driven by resilient growth and broadening leadership. Confidence was restored despite ongoing uncertainties, with the S&P 500® and Nasdaq achieving their […]