Major Movers
Published
SPY (S&P 500 ETF) rises 0.6% in the regular session, led by technology and consumer discretionary while utilities and real estate lag.
Technology Select gains 1.5%, broadly bid across semiconductors, with Western Digital +4.7% and Lam Research +3.7% topping the group. Consumer Discretionary Select adds 1.8%, led by Amazon +5.0% and Tesla +3.8%. Financials Select slips 0.7%, with Charles Schwab -2.0% and Wells Fargo -1.9% among the weakest names. Utilities Select is the day's weakest sector at -1.8%, dragged by Eversource Energy -3.8% and Constellation Energy -2.9%. Real Estate Select falls 1.2%, with Alexandria Real Estate -3.3% and SL Green -3.0% at the bottom of that list.
Growth and momentum factors outperform: High Beta +0.9%, S&P 500 Growth +1.1%, Mega Cap Growth ETF +1.2% and Momentum factors near +1.0%, while Value is roughly flat.
Within mega-cap growth, Amazon and Tesla lead while Meta Platforms -1.1% and Danaher -1.7% lag the cohort.
Among other sector ETFs, chip and software names stand out: the Biotech ETF +2.5%, Semiconductor ETFs +2.0%, Software ETF +1.9% and the VanEck Semiconductor ETF +1.8%.
Single-stock moves are led by software and small-cap growth names on the upside, with no shared pattern among the laggards.
- Datadog +6.3%
- Sandisk +5.8%
- Palantir Technologies +5.1%
- Rambus +5.1%
- AST SpaceMobile +5.0%
- Flex -2.8%
- FedEx Freight -3.0%
- Paramount Skydance -3.2%
- Ameriprise Financial -3.5%
- NRG Energy -4.1%
Among thematic funds, AI and cloud baskets rally, with the Fidelity Disruptive Technology ETF +2.7%, the iShares A.I. Innovation and Tech Active ETF +2.6%, the WisdomTree Artificial Intelligence and Innovation Fund +2.4% and the WisdomTree Cloud Computing Fund +2.2%. Regionally, the iShares MSCI South Korea ETF jumps 4.6% while the iShares MSCI Indonesia ETF falls 3.1%.
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