🔔 After the Bell
🎯 Session Review
Monday handed investors a rough start to the week. The S&P 500 dropped 60 points to close at 7,515, the Nasdaq took the sharpest blow falling 1.55% to 25,873, and even the Dow could not escape the red, slipping 138 points. Treasury yields ticked higher across the board, with the 10-year hitting 4.61%, adding pressure to growth stocks that were already struggling.The dollar index edged up to 101.28 while Bitcoin slid 2.47% to $62,186, a sign that risk appetite was broadly cooling off today. It was not a single headline that crushed sentiment, but rather a pile of stories arriving at once that left traders recalibrating.
For context, this was a session where the tech giants absorbed most of the damage. AppLovin (APP) shed more than $64, falling to 442.85, and Oracle (ORCL) dropped nearly $9 to 131.69. When names like those move that sharply, the index-level pain adds up fast.
📊 Today's Market Movers
|
▲ Gainers
|
▼ Losers
|
Your Phone Is Smarter Than Your Inbox
Not every market move can wait. Our text alerts deliver the ones that can't. One short alert, straight to your phone, when something is worth seeing now. No fluff. No noise. No charge.
Text Me the Alerts🚀 Key Catalysts
Tech was clearly the sector in the crosshairs today. AppLovin (APP) and Oracle (ORCL) led the declines among trending names, dragging the Nasdaq down with them. Intuit (INTU) was a bright spot, gaining nearly $15 to close at 289.76, but one winner does not offset a broad selloff in growth stocks.On the deal and regulatory front, things got complicated. The proposed Paramount Skydance merger with Warner Bros. Discovery (WBD, PSKY) is now expected to face a multi-state lawsuit from state attorneys general, according to sources who spoke with CNBC. That kind of legal cloud hanging over a major media combination is not exactly confidence-inspiring for the entertainment sector.
Blackstone (BX) and Williams (WMB) offered a more upbeat storyline. Blackstone led a 5.34 billion dollar investment into five of Williams power infrastructure projects, picking up a 49% noncontrolling equity stake. In a market that was otherwise selling off, energy infrastructure drew some genuine interest from institutional money.
Sponsored Content
Iran War TRUTH: What Was Revealed Behind Closed Doors
There’s a strategy behind the Iran war.
I know because I heard it directly in a closed-door meeting with a source whose connections run deep into global power networks.
He walked me through the real purpose and the massive deal tied to it.
🎭 Investor Mood
Investor Pulse: Cautiously Defensive
The mood today was cautious with a side of wait-and-see. Investors are watching Treasury yields creep higher, and when the 30-year is sitting at 5.10%, the opportunity cost of holding riskier assets starts to sting. That dynamic was clearly playing out in crypto and high-multiple tech stocks today.The MGM Resorts (MGM) takeover chatter added some intrigue to an otherwise gloomy session. Reports that Barry Diller is in talks to acquire more of the casino operator sent a jolt through casino stocks and reminded everyone that M&A activity has not gone quiet. MGM shares are trading well below their record highs, which makes the timing of deal speculation feel relevant.
Over on the pharma side, Biogen (BIIB) and Eisai got a meaningful regulatory win. The FDA approved an at-home starter dose for their Alzheimer's drug, letting some patients self-administer injections rather than requiring a clinical setting. That is a real-world usability upgrade that could expand the patient pool and drive adoption forward.
🔍 5 Focus Points for Tomorrow
| 📋 | Netflix (NFLX) earnings Thursday: options traders are bullish, but the actual numbers will decide if that confidence was earned |
| 📈 | MGM Resorts (MGM) takeover developments: Barry Diller deal talks are heating up and the stock is well below its highs |
| 🤖 | Biogen (BIIB) and Eisai FDA win: at-home Alzheimer's dosing approval could meaningfully expand their patient base |
| 🏛️ | Treasury yields and the dollar: 30-year at 5.10% is putting quiet pressure on growth stocks and crypto, watch for further moves |
| 📊 | Paramount-WBD (PSKY, WBD) merger lawsuit: multi-state legal challenge could reshape the media M&A landscape this week |
Sponsored Content
Like buying Apple before iPhone (only 10x bigger)
Imagine going back in time… And investing in Apple before the iPhone. You could have seen a peak gain as high as 7,537%. If you missed out on that generational run, don’t worry… Because you’re about to get a 10x bigger opportunity, all thanks to the world’s richest man.
💸 Bottom Line
With the market finishing in the red across all three major indexes, the week is starting on shaky ground. But there are reasons to stay engaged rather than panic. Netflix (NFLX) earnings are coming Thursday, and options traders are already positioning bullishly, according to reporting out today. That report could be a meaningful catalyst depending on subscriber numbers and guidance.The FAA cleared SpaceX for its next Starship test flight after wrapping up its review of the May booster return failure. SPCX shares fell 6.16 to 139.14 today, but the regulatory green light removes one uncertainty for the space sector. Elon Musk's company now has a cleaner runway for its next launch window.
Investors should keep a close eye on the JPMorgan (JPM) situation. Senator Elizabeth Warren has now sent CEO Jamie Dimon a letter asking whether he lobbied the UK government against a banker bonus tax at Jeffrey Epstein's advice. That story has the potential to generate headlines throughout the week and could put pressure on financial sector sentiment if it escalates.
📰 Further Reading
Sell these "safe" blue chips immediately (Ad)
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known comp...
Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
Buy this stock today (Ad)
Some AI stocks have captured most of the headlines but one veteran analyst believes the next opportunities may lie elsewhere. In his latest free briefing, he shares a simple "Sell This, Buy That" strategy, along with a Hotlist and Hitlist of stocks he's watching as the AI landscape continues to evol...
Get the Free Hotlist.
Futurist Eric Fry says it will be a "Season of Surge" for these three stocks (Ad)
One company to replace Amazon… another to rival Tesla… and a third to upset Nvidia. These little-known stocks are poised to overtake the three reigning tech darlings in a move that could completely reorder the top dogs of the stock market. Eric Fry gives away names, tickers and full analysis in this...
Watch now…