Today: 3 July 2026
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NASDAQ:MU 26 June 2026 - 3 July 2026

Dow up but AI-chip slide hits Nasdaq after jobs report

Dow at a record but chip shares split in US after-hours trading before July 4 break

Dow closed at a record while AI names slid as U.S. stocks finished the session before the July 4 break. Volume and market breadth told the story—U.S. exchange volume reached 19.92 billion shares, which is about 14.7% under the 20-day average. The Dow picked up 594.83 points as the Philadelphia semiconductor index dropped 5.4%. The mix is important because the S&P 500’s record close wasn’t a straight run for growth stocks. AP said about 70% of S&P 500 stocks gained, but losses in chip names left the main indexes split. Micron Technology Inc dropped 5.5%, Nvidia Corp slipped 1.4%, and Lam Research Corp sank 10.2%.
3 July 2026
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Dow up but AI-chip slide hits Nasdaq after jobs report

Dow up but AI-chip slide hits Nasdaq after jobs report

U.S. stocks ended mixed Thursday, with losses in AI and chip names wiping out broader gains. The Dow Jones Industrial Average rose 291.82 points, or 0.56%, to 52,597.06, according to Reuters/LSEG data. The S&P 500 slipped 32.26 points, or 0.44%, to 7,450.97, and the Nasdaq Composite dropped 309.35 points, or 1.19%, to 25,730.69. Market breadth turned out to be the key metric. This wasn’t a straight risk-off session. Barron’s reported 320 S&P 500 names gained even though the index slipped. That points to AI-heavy large caps dragging the benchmark. For index fund holders, it was another reminder that a small group of tech and chip stocks can pull the whole index down, even if most stocks go up.
2 July 2026
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Nasdaq bounce hides thin megacap recovery as US stocks end

US stocks edge up as jobs data pushes money out of AI chipmakers

U.S. stocks climbed Thursday as June jobs numbers eased Fed rate hike fears without signaling a jobs crisis. Away from the headline indexes, equal-weight and sector ETFs outperformed cap-weighted tech, even though semiconductors lagged and the big indexes moved higher. The Dow Jones Industrial Average jumped 447.72 points, or 0.86%, to 52,752.96 at 9:48 a.m. ET. The S&P 500 was up 49.84 points, or 0.67%, trading at 7,533.51. The Nasdaq Composite rose 146.99 points, or 0.56%, to 26,187.02.
2 July 2026
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Micron’s $138B slide puts Nasdaq-100 concentration in the spotlight

Micron’s $138B slide puts Nasdaq-100 concentration in the spotlight

Micron Technology, Inc. was set for another rough session Thursday, as traders waited to see if the market’s trillion-dollar bet on memory chips would hold up. Shares ended July 1 at $1,032.28, down 10.57%. They lost more ground in premarket trading, quoted at $995.51, off another 3.56% on Google Finance. The $122.01 drop in the regular session erased about $138 billion in market value, based on the company’s 1.13 billion shares outstanding. Micron is in the Nasdaq-100 spotlight now, not just moving on memory headlines. Jefferies trading-desk analyst Jeffery Favuzza said Micron made up 26% of the Nasdaq-100’s first-half return. The index added about 20% over the same time. MarketWatch reported the stock quadrupled in the first half, putting Micron’s market value at $1.3 trillion.
2 July 2026
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After hours: chip names slide but rest of US market is quiet

After hours: chip names slide but rest of US market is quiet

U.S. stock ETF proxies slipped in after-hours trade Wednesday, but losses were lighter than the chip selloff during the main session. SPY last changed hands at $744.85, off 0.12%. QQQ traded at $724.24, down 0.13%. DIA was down 0.13% to $521.72 near 7:52 p.m. ET, according to Investing.com. Nasdaq’s after-hours session runs from 4 p.m. to 8 p.m. ET. Stocks closed lower in the regular session. The Dow dipped 13.96 points, or 0.03%, ending at 52,305.24. The S&P 500 dropped 16.13 points, or 0.22%, to 7,483.23. The Nasdaq Composite finished down 173.69 points, or 0.66%, at 26,040.03. Reuters said chipmakers lagged behind, pulling the Philadelphia Semiconductor Index down 6.3%. Meta Platforms gained 8.8% after a Bloomberg story on a cloud venture.
2 July 2026
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S&P 500 edges lower post-bell as AI chip stocks drag, broader market holds up

S&P 500 edges lower post-bell as AI chip stocks drag, broader market holds up

U.S. stocks closed a bit lower Wednesday, but after-hours action told a different story. Most S&P 500 names traded higher even as AI-linked stocks dropped. As of 17:02 EDT, the main session had wrapped and after-hours was underway. Nasdaq's regular hours run from 9:30 a.m. to 4 p.m. ET, with after-hours from 4 p.m. to 8 p.m. ET. The S&P 500 slipped 16.13 points, or 0.22%, closing at 7,483.23. The Nasdaq Composite dropped 173.69 points, down 0.66%, to 26,040.03. The Dow Jones Industrial Average gave up 13.96 points, or 0.03%, ending at 52,305.24, LSEG figures showed, as reported by Reuters.
1 July 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) falls after GM contract, traders weigh AI memory bets

Micron Technology fell 9.8% to $1,041.12 as of 13:58 EDT, in delayed trading. The memory-chip company and General Motors announced a long-term supply agreement. Even so, shares sank $113.17 from Tuesday’s close, wiping around $130 billion from Micron’s value based on its quoted share count. That’s roughly 1.9 times GM’s total market cap. Micron took a hit, and that’s the story. The GM deal adds another buyer for Micron’s memory and storage over the long haul, but the market wants proof. The shares now bake in a tough bet—memory chips trading more like a contracted AI part and less like a classic boom-bust commodity.
1 July 2026
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Micron faces $20 billion data center test as Korean supply risk grows

Micron faces $20 billion data center test as Korean supply risk grows

Nasdaq is open for trading Tuesday. The 2026 calendar shows the next market holiday is July 3 for Independence Day. Premarket runs 4 a.m. to 9:30 a.m. Eastern, with regular hours from 9:30 a.m. to 4 p.m. Eastern. Micron traded at $1,145.28, up $14.43 or 1.3%. But the best gains in the memory space didn’t go to Micron. The semiconductor ETF rose 4.0%, Western Digital jumped 11.2%, and Seagate added 7.6%.
30 June 2026
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US stocks edge lower after hours as ETF tape slows following Dow record, Nasdaq rise

US stocks edge lower after hours as ETF tape slows following Dow record, Nasdaq rise

U.S. stock-index ETFs edged lower in late trading Monday, pulling back after a session where the Dow finished at a record and the Nasdaq jumped over 2%. Regular session gains leaned on tech, index reshuffling, and quarter-end flows, but after-hours moves showed little follow-through. The main indexes ended with strong gains. The Dow Jones Industrial Average climbed 306.63 points, or 0.59%, to 52,182.74. The S&P 500 jumped 86.41 points, or 1.18%, to 7,440.43. The Nasdaq Composite was up 522.53 points, or 2.07%, ending at 25,820.14, according to Reuters. The Russell 2000 edged up just 0.33 point to 3,010.42, AP said.
30 June 2026
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AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect. That spread is what June has been about. AI names are not moving together now. When a stock looks cheap, it can signal risks like cycles, customer mix or supply. Expensive ones have to show they can grow AI sales ahead of the cost curve.
29 June 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) falls after $98B hit as AI memory deals get tested

Micron Technology, Inc. dropped hard Monday, while the Nasdaq and NVIDIA Corp. held up. Investors sold the stock after South Korea’s new memory chip capacity plans hit the wires, sparking worries about future pricing. The shares closed at $1,046.06, down $86.27 from Friday. By market cap and price drop, that wiped out roughly $98 billion in equity value. That figure is key since Micron last week set a $100 billion minimum-revenue threshold on 14 of 16 of its customer supply agreements. The stock ended up getting cut by about one contract floor. Micron’s guide for the current quarter still has $50 billion in revenue and a gross margin near 86%.
29 June 2026
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Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

Micron (NASDAQ:MU) moves pull Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL) into focus this week for AI stocks

AI stocks in the U.S. head into the four-day week after last week’s drop facing a tighter focus: who is on the hook for memory bills. The memory crunch that helped Micron Technology is now hitting hardware prices at Apple. For investors, it’s a sharper gauge of whether AI spending still drives profit, or if those costs are now squeezing the rest of tech. Micron posted third-quarter revenue of $41.46 billion and GAAP net income at $28.24 billion. The company put its fourth-quarter revenue outlook at $50.0 billion, give or take $1.0 billion. CEO Sanjay Mehrotra said the figures and guide showed the “strategic value of memory in the AI era.”
28 June 2026
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US stocks look to jobs data as traders shift from AI tech

US stocks look to jobs data as traders shift from AI tech

U.S. cash stock markets are closed Sunday. Wall Street heads into the new week with just four trading days, and the most crowded trade is still the weakest spot: AI tech. The S&P 500 closed Friday at 7,353.95, slipping 0.05%. The Nasdaq dropped 0.24% to 25,297.62, and the Dow was off 0.09% at 51,876.11. S&P 500 dropped 2% this week, led by tech, according to NYSE strategists Eric Criscuolo and Michael P. Reinking. But they pointed to stronger “underlying metrics”: the equal-weight S&P 500 added 1.5%, the S&P 600 gained over 3%, and most sectors—seven out of 11—were up.
28 June 2026
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Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron (NASDAQ:MU) looks to big memory contracts as stock moves into new week

Micron Technology, Inc. heads into the new week with investors trying to figure out how much of its earnings are already priced in. Shares dropped 6.69% to $1,132.33 at Friday’s close, the latest U.S. cash-market price since June 28 lands on a Sunday. Volume was heavy, with 86.41 million shares traded—about 1.6 times Micron's average. Investors looking for a clean read aren’t focusing on last quarter’s revenue. The number to watch is the gap between Micron’s market cap—about $1.28 trillion at Friday’s close—and its $100 billion or so in remaining performance obligations from key customer deals. Those contracted revenues amount to just 7.7% of its equity value. As of Friday, Micron also traded at roughly 9.1 times fiscal Q4 EPS guidance on an annualized basis, based on its $31 midpoint.
28 June 2026
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AI stocks eye $41 billion tech-fund shift as memory costs hit

AI stocks eye $41 billion tech-fund shift as memory costs hit

AI stocks finished the week mixed. Demand numbers were solid, but share prices lagged. Tech funds lost almost $20 billion in outflows for the week ending June 24, reversing $21.46 billion in inflows the previous week, according to LSEG Lipper data via Reuters. That’s a swing of about $41 billion in just one week, before Friday’s big drop in chip stocks.
27 June 2026
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IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

IPO calendar eyes Bending Spoons as shortened week thins deal pipeline

IPO activity slows this week as U.S. equity desks face a slim calendar. Just five deals are lined up. Software buyer Bending Spoons is set to bring most of the money, with about $1.57 billion of the expected $2.56 billion total, using midpoint numbers from Renaissance Capital’s calendar. NYSE is closed Friday, July 3, for the Independence Day holiday. That focus is the bet. If Bending Spoons books well, investors are still after big software deals after a strong June. A slower book will flag debt, M&A risk, and the 41% secondary chunk ahead of the next big tech IPOs.
27 June 2026
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Micron (NASDAQ:MU) changes S&P 500 earnings math as terms on memory cash move draw questions

Micron (NASDAQ:MU) changes S&P 500 earnings math as terms on memory cash move draw questions

Micron Technology topped forecasts this week. The company’s results shifted the S&P 500 earnings picture before the bulk of Q2 numbers were out. Micron’s $25.11 EPS, topping the $20.86 forecast, drove the S&P 500’s Q2 earnings growth estimate up to 23.1% from 22.2%, FactSet said. FactSet also noted 57% of S&P 500 companies providing Q2 EPS guidance were positive, well above the five- and 10-year averages of 41%. The S&P 500 trades at 20.1 times forward 12-month earnings, higher than its 10-year average of 19.0.
27 June 2026
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US futures edge lower ahead of Russell index reshuffle as chip stocks see selling

US stocks: After-hours chips slump overshadows gains ahead of jobs data

U.S. stocks finished Friday with the S&P 500 down 0.05% at 7,354.02, Nasdaq off 0.24% to 25,297.62, and the Dow lower by 0.09% at 51,876.11. The Russell 2000 added 0.1% Friday and booked a 1% gain for the week. Index losses looked modest under the surface. Semis took the hit. The PHLX semiconductor index slid 5.3% Friday and dropped 7.9% on the week, while more S&P 500 names rose than fell, with advancers over decliners 1.8-to-1. Trading was strong—30.1 billion shares moved, well above the 20-day average of 23.1 billion. For investors, most of the selling landed in the big index names and high AI exposure stocks, not broadly across the market.
27 June 2026
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Dow turns up for week as tech slide stops Dow at 52,000 again

Dow turns up for week as tech slide stops Dow at 52,000 again

U.S. stocks traded during a standard session Friday, landing between the Juneteenth break on June 19 and the July 3 Independence Day holiday. The NYSE ended with its closing auction at 4 p.m. ET, as usual. The Dow Jones Industrial Average dropped 78.54 points, or 0.15%, to 51,842.08 after hitting an intraday high of 52,130.07. The S&P 500 closed at 7,351.35, off 0.08%, while the Nasdaq Composite slipped 0.07% to finish at 25,340.28.
26 June 2026
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Tech fund outflows hit US stocks after hours as AI trade momentum cools

Tech fund outflows hit US stocks after hours as AI trade momentum cools

U.S. stocks closed a bit down Friday, but the story was in tech funds. Outflows sped up, overshadowing the index’s modest drop. S&P 500 slipped 0.06% to 7,353.21 after the bell, with the Dow Jones Industrial Average edging down 0.09% to 51,873.95. Nasdaq Composite fell 0.24% to 25,297.62. Nasdaq 100 dropped 1.09%, a bigger decline than the broader Nasdaq. Russell 2000 gave up 0.42%.
26 June 2026
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Stock Market Today

  • CVC Income & Growth sets September 2026 tender limits for Sterling, Euro shares
    July 3, 2026, 3:51 AM EDT. CVC Income & Growth Limited reported that it set the share caps for its September 2026 semi-annual tender: 155.5 million Sterling Shares and 83.0 million Euro Shares. The company said these figures stick to the rules in its April 2026 AGM and March 2019 prospectus. The limits match regulatory requirements from the UK Financial Conduct Authority. BNP Paribas and Cadarn Capital are listed as investor contacts. The tender restrictions apply to shareholders looking to sell shares back to CVC Income & Growth during the window.
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