Today: 3 July 2026

SCHD dividend ETF is beating the S&P 500 in 2026 — what’s driving the comeback

SCHD dividend ETF is beating the S&P 500 in 2026 — what’s driving the comeback

Schwab’s SCHD, a dividend-focused ETF packed with U.S. stocks, is outpacing key benchmarks early in 2026 and sits close to an all-time high, according to an Invezz report shared by TradingView. The fund has posted an 8.5% gain year-to-date, compared to roughly 1% for the S&P 500. It’s the timing that’s grabbing attention. Big tech had been driving U.S. stocks, but now value and income shares are stepping into the spotlight, pushing investors to reassess what counts as “market leadership” in these opening weeks.
3 February 2026
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SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk stock jumps as AI memory shortage fuels a bold Q3 forecast

SanDisk projected fiscal third-quarter revenue between $4.4 billion and $4.8 billion, with non-GAAP earnings expected at $12 to $14 per share, it said Tuesday. The company also anticipates a gross margin ranging from 65% to 67%. Shares jumped over 9% in after-hours trading. For the second quarter, SanDisk posted revenue of $3.025 billion, non-GAAP EPS of $6.20, and a gross margin of 51.1%. It generated $843 million in adjusted free cash flow and paid down $750 million in debt. Additionally, SanDisk agreed to spend $1.165 billion on manufacturing services from 2026 through 2029, extending its Yokkaichi joint venture with Kioxia to December 31, 2034. NAND flash, the storage memory powering solid-state drives in data centers, phones, and PCs, has a history marked by wild swings. This time, though, the buyers and the length of their planning horizons stand out as unusual.
3 February 2026
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Salesforce stock drops 5% — Cramer calls it “really great” as Wall Street waits for Agentforce revenue

Salesforce stock drops 5% — Cramer calls it “really great” as Wall Street waits for Agentforce revenue

Shares of Salesforce dipped over 5% Tuesday morning, slipping to $199.65. The cloud software giant remains under pressure even amid consistent upbeat chatter about its artificial intelligence offerings. This shift is significant as investors rapidly adjust valuations of major software firms. AI features may win over users but not immediately boost revenue, and it's that disconnect traders are racing to assess.
3 February 2026
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Amazon stock slips as AWS flags Europe power-grid delays — with earnings days away

Amazon stock slips as AWS flags Europe power-grid delays — with earnings days away

New York, February 3, 2026, 10:43 EST — Trading in the regular session Amazon shares dropped roughly 1.7% to $238.73 in Tuesday morning trading after the company told Reuters that lengthy delays for power-grid hookups are hindering plans to grow its data centers across Europe. “Connecting to the transmission network in Europe can take up to seven years,” Pamela MacDougall said.
3 February 2026
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Walmart Stock Hits $1 Trillion Value After U.S.-India Tariff Deal — What’s Driving WMT

Walmart Stock Hits $1 Trillion Value After U.S.-India Tariff Deal — What’s Driving WMT

Walmart’s stock pushed the retailer’s market capitalization — the total value of its shares — to $1 trillion for the first time on Tuesday, after gains tied to a sweeping U.S.-India trade agreement. The move matters now because tariffs are one of the biggest wild cards for retailers’ costs this year. U.S. President Donald Trump said Washington would cut tariffs on Indian goods to 18% from 50% as part of a deal that also calls for India to halt Russian oil purchases and lower trade barriers.
3 February 2026
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Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Jefferies called Shopify’s fourth-quarter fundamentals “solid,” citing third-party data that hints at an earnings beat on gross merchandise value, the total worth of goods sold via the platform. https://www.tipranks.com/news/the-fly/shopify-to-report-solid-q4-fundamentals-says-jefferies-thefly The call comes as Shopify’s stock tries to regain footing after slipping in January. Shares dipped to a nearly six-month low on Friday but bounced back 1.8% to $133.59 in Monday trading, according to Schaeffer’s Investment Research. https://www.schaeffersresearch.com/content/analysis/2026/02/02/shopify-stock-could-extend-a-bounce-off-this-trendline
3 February 2026
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Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software’s 48% slide has investors split as AI fears rattle software stocks

Constellation Software’s shares have dropped about 48% in the last year, marking a striking turnaround for a firm once seen as a reliable growth engine fueled by niche software acquisitions and consistent cash flow. Timing is key. New doubts about whether generative AI will erode pricing power in software and information services have made investors less willing to pay a premium for steady earnings, even in companies with dedicated customer bases.
3 February 2026
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Stock Market Today

  • Asahi Kasei (TSE:3407) wraps up ¥17.86bn buyback, highlights pharma tech scale-up
    July 3, 2026, 4:32 PM EDT. Asahi Kasei (TSE:3407) finished a ¥17.86 billion buyback, taking in 0.75% of its shares and signaling a focus on returns for shareholders. Peptistar has now launched Asahi Kasei's FO-MD system at the plant level, putting its pharmaceutical concentration tech into real-world production. This push could drive earnings through healthcare and process solutions, adding to its main battery and hydrogen businesses. Some risks remain for executing FO-MD and AK1940 at scale. The stock has moved up, but some see valuation still lagging-with fair value estimates pointing to a possible double from here. The story here is tighter capital discipline and a bigger bet on new technology.
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