Stock Market 2 July 2026

Comcast Shares Pause With NBCUniversal Spin-Off Hopes Facing Broadband Concerns

Comcast Corporation eked out a small gain Thursday, ending a run of volatile sessions linked to its proposal to separate NBCUniversal and Sky from its cable arm. Shares closed at $23.79, up 0.25%, with 42.1 million shares traded according to WSJ’s quote page, over the 65-day average of 34.3 million.

3 July 2026

NASDAQ:CMCSA·Stock Market

Applied Optoelectronics (NASDAQ:AAOI) falls after $94M Houston cleanroom raises cash concerns

Applied Optoelectronics, Inc. shares dropped Thursday. The move followed a fresh filing detailing a $94.1 million spend for a Houston cleanroom, with substantial completion scheduled by Jan. 10, 2027.

2 July 2026

NASDAQ:AAOI·Stock Market

Johnson & Johnson (NYSE:JNJ) finishes above analyst target after Dow shift

Johnson & Johnson climbed $9.06, or 3.57%, to finish at $263.04 Thursday. That's about $21.8 billion added to its market cap based on 2.41 billion shares, according to WSJ. Shares also hit $263.10, matching the stock's 52-week high. Volume came in at 7.9 million, just below the 65-day average.

2 July 2026

NYSE:JNJ·Stock Market

Amazon shares inch higher as investors watch AWS AI bets

Amazon.com Inc ticked higher late Thursday while the Nasdaq slipped. The move was modest but gave investors a clearer signal than the overall index performance. Traders looked at AWS’s newest AI-services pitch as a shot at turning big AI outlays into actual customer sales, instead of just higher data center costs. Shares last traded at $242.67, up 82 cents, or 0.34%, with 47.2 million shares changing hands. Market cap is around $2.64 trillion.

2 July 2026

Amazon·Artificial Intelligence·Cloud Computing·NASDAQ:AMZN·Stock Market

BitMine (NYSE:BMNR) stock lags behind declared crypto assets as ETH position rises

BitMine Immersion Technologies, Inc. added 1.5% late Thursday, though most of the action was in the discount. The latest stock price with MarketWatch’s share count pegs the equity at around $8.18 billion. That’s still under the $9.8 billion total BitMine said it held in crypto, cash, marketable securities, and “moonshots” as of June 28.

2 July 2026

Cryptocurrency·Ethereum·NYSE:BMNR·Stock Market

Pfizer (NYSE:PFE) gains with 7% yield as China trial faces questions

Pfizer Inc. moved higher late Thursday, but there was too much noise in the market to call the move a clear Pfizer recovery. Shares traded at $24.37, up 2.1% for the day. The Health Care Select Sector SPDR Fund climbed 2.3%. SPY fell 0.3%. Pfizer beat SPY, but couldn't top the sector's gain.

2 July 2026

NYSE:PFE·Stock Market

Axcelis (ACLS) drops $1 billion in market value, topping recent sales

Axcelis Technologies, Inc. took a hit Thursday, dropping 18.4% to $145.50 and erasing about $1.0 billion in market cap—more than its $845.4 million in revenue from the past year. Shares fell $32.83 with 30.73 million outstanding, according to StockAnalysis.

2 July 2026

NASDAQ:ACLS·NASDAQ:ACMR·NASDAQ:AMAT·NASDAQ:SMH·NASDAQ:VECO·Stock Market

Peso jumps after weak U.S. jobs data, USMCA auto rules in spotlight

The Mexican peso climbed on Thursday as the dollar slipped after a soft U.S. jobs report. But traders are looking at a split setup—short-term U.S. rate risk is down, but USMCA auto risk could ramp up later in the year.

2 July 2026

KRX:000270·NYSE:GM·Stock Market·TSX:7201·TSX:7203·XETRA:VOW

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.

2 July 2026

NASDAQ:BSP·NASDAQ:DLTR·NASDAQ:FIZZ·NASDAQ:LRCX·NASDAQ:META·NASDAQ:MU·NASDAQ:NVDA·NASDAQ:TSLA·Stock Market·US Economy

Dow sets new record close as Apple and Amgen help blue chips, AI stocks lag

The Dow Jones Industrial Average finished Thursday at a new closing high of 52,680.29, trading between 52,395.22 and 52,805.12 during the day. That beats the last record close Tuesday at 52,319.20. The Dow added 1.55% for the week, which is short due to markets closing for July Fourth.

2 July 2026

Artificial Intelligence·NASDAQ:AAPL·NASDAQ:AMGN·Stock Market

Marvell Technology (NASDAQ:MRVL) slips, AI data-center premium narrows ahead of holiday

Marvell Technology, Inc. dropped 10.8% to $242.78 on Thursday afternoon, leading losses among chip stocks. Broadcom Inc., NVIDIA Corp. and the broader market also slipped as traders sold semiconductors ahead of the long U.S. market holiday.

2 July 2026

Artificial Intelligence·Data Centers·NASDAQ:MRVL·Stock Market

Figma (NYSE:FIG) spikes after Russell news and call action hits shorts

Figma, Inc. jumped 11.8% to $21.79 late Thursday, after a Russell index move sparked a big rally in the software name. Shares traded 31% above the stock’s 52-week low but are still down about 34% from last July’s $33 IPO price.

2 July 2026

NYSE:FIG·Stock Market

Super Micro Computer (NASDAQ:SMCI) wipes out $1.6B in value intraday after Taiwan letter fizzles

Super Micro Computer, Inc. gave up early gains Thursday. The stock’s initial rise faded as a relief rally tied to the Taiwan probe reversed, wiping out about $1.61 billion intraday before the final hour on the Nasdaq.

2 July 2026

ARCA:SPY·NASDAQ:NVDA·NASDAQ:QQQ·NASDAQ:SMCI·NYSE:DELL·Stock Market

Ford (NYSE:F) slips as F-Series lot stocks face rebound test

Ford Motor shares dropped harder than the market on Thursday after the automaker posted soft U.S. sales. But inventory may tell the bigger story. Ford ended June with 471,000 vehicles in gross stock, an amount that's 85.8% of its Q2 U.S. sales total. Traders are now focused on whether Ford can clear out those F-Series trucks in the second half without slashing prices.

2 July 2026

ARCA:SPY·ARCA:XLY·NASDAQ:TSLA·NYSE:F·NYSE:GM·Stock Market

Aehr Test Systems stock slides as Russell deletion and rich AI orders math collide

Aehr Test Systems, Inc. dropped sharply on Thursday, with the small-cap semiconductor test equipment maker trading down about 21% at $66.74 as of the latest available data near 1:50 p.m. EDT. The stock opened at $84.20, rose as high as $87.51, then fell as low as $66.38, a 24% high-to-low break in the same session.

2 July 2026

NASDAQ:AEHR·Stock Market·Technology

MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

MARA Holdings, Inc. fell Thursday while bitcoin moved up. The split made the stock more tied to miner and data-center risk instead of tracking the coin directly.

2 July 2026

Bitcoin·Cryptocurrency·NASDAQ:MARA·Stock Market

Intuitive Surgical (NASDAQ:ISRG) gains $6.9 billion in run-up to Q2, but gap on value sticks

Intuitive Surgical, Inc. shares rose Thursday, but the bounce did little to mend losses racked up from January through July. The robotic-surgery name was up 4.7% at $421.42 as of 1:46 p.m. EDT, after opening at $409.81 and hitting $423.30 at the high.

2 July 2026

Earnings Reports·NASDAQ:ISRG·Stock Market

Treasury Cash Needs Combine With RRP Drop, Raising New U.S. Market Risk

The risk that’s not getting much talk in U.S. markets ahead of the holiday is the thin cash buffer under Treasuries. The Fed’s overnight reverse repo facility took in just $2.175 billion on Thursday. Treasury’s cash balance was $919.14 billion as of June 30. Based on the latest figures, the RRP pad is just 0.24% of Treasury cash.

2 July 2026

BATS:MAGS·NYSE:GS·Stock Market

Wall Street money moved out of AI chips and into defensives after soft jobs data

Investors rotated money out of AI hardware plays and into defensive stock funds Thursday. The Dow ended about flat, but the Nasdaq showed more pain beneath the surface. Same-day ETF fund-flow numbers were not out. ETF.com says the data usually arrives the following day, and there’s no way to see flows intraday.

2 July 2026

NASDAQ:CRWV·NASDAQ:META·NASDAQ:NBIS·NASDAQ:NVDA·NASDAQ:TSLA·Stock Market

Joby Aviation slips after Toyota JV filing points to modest launch, possible $250 million add-on

Joby Aviation, Inc. slipped in early-afternoon Thursday, erasing its earlier gains from news of the Toyota manufacturing joint venture. Shares were near session lows, trailing the overall market.

2 July 2026

NYSE:JOBY·Stock Market

Stock Market 2 July 2026 - 3 July 2026

Comcast Shares Pause With NBCUniversal Spin-Off Hopes Facing Broadband Concerns

Applied Optoelectronics (NASDAQ:AAOI) falls after $94M Houston cleanroom raises cash concerns

Johnson & Johnson (NYSE:JNJ) finishes above analyst target after Dow shift

Amazon shares inch higher as investors watch AWS AI bets

BitMine (NYSE:BMNR) stock lags behind declared crypto assets as ETH position rises

Pfizer (NYSE:PFE) gains with 7% yield as China trial faces questions

Axcelis (ACLS) drops $1 billion in market value, topping recent sales

Peso jumps after weak U.S. jobs data, USMCA auto rules in spotlight

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

Dow sets new record close as Apple and Amgen help blue chips, AI stocks lag

Marvell Technology (NASDAQ:MRVL) slips, AI data-center premium narrows ahead of holiday

Figma (NYSE:FIG) spikes after Russell news and call action hits shorts

Super Micro Computer (NASDAQ:SMCI) wipes out $1.6B in value intraday after Taiwan letter fizzles

Ford (NYSE:F) slips as F-Series lot stocks face rebound test

Aehr Test Systems stock slides as Russell deletion and rich AI orders math collide

MARA Holdings (NASDAQ:MARA) shares slip as bitcoin gains can’t boost miner

Intuitive Surgical (NASDAQ:ISRG) gains $6.9 billion in run-up to Q2, but gap on value sticks

Treasury Cash Needs Combine With RRP Drop, Raising New U.S. Market Risk

Wall Street money moved out of AI chips and into defensives after soft jobs data

Joby Aviation slips after Toyota JV filing points to modest launch, possible $250 million add-on

TechStock² Updates

Student Loan Deal Worth $23 Billion Advances, With $12 Billion Distributed

MP Materials (NYSE:MP) heads into earnings with price support exceeding EBITDA as U.S. markets close for the weekend

Nu Holdings Ltd. (NYSE:NU) Confronts Credit Challenge as It Trails Regional Rivals

UiPath (NYSE:PATH) Shares Jump 18% After Buybacks Offset Weaker ARR Growth

Disney (NYSE:DIS) faces key earnings test as Sports excluded, aims for 25% profit rise – SEC

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