Major Movers
Published
The S&P 500 ETF trades +0.4%. Health Care leads at +2.4%, with Moderna up 5.9% and Baxter down 3.0% at the extremes. Real Estate adds 1.6% and Utilities 1.3%. Financials gains 1.1%, led by MSCI Inc at +4.2%, while Synchrony Financial lags at -0.9%. Consumer Discretionary rises 0.9%, with Hasbro up 9.4% against General Motors down 8.3%. Technology is roughly flat at +0.1%, and Industrials is flat as Northrop Grumman rises 5.1% while GE Aerospace falls 3.9%.
Breadth is strong: the equal-weight S&P 500 gains 1.1% versus the cap-weighted index's 0.4%, and small caps outperform, with Russell 2000 Growth up 1.9% and the S&P 600 up 1.3%. Value and growth factors are little changed.
Within mega-cap growth, Eli Lilly leads at +4.5% and UnitedHealth adds 3.6%, while GE Aerospace and Meta Platforms trail at -3.9% and -2.1%.
Biotech and pharma ETFs are among the day's strongest groups, with the Biotech ETF up 3.8%, the second Biotech ETF up 3.1%, and the Pharma ETF up 2.8%, alongside gains in Transportation (+2.6%) and Homebuilders (+2.4%).
Single-stock moves outside the sector lists are large but unexplained by any identifiable catalyst in today's news.
- Equifax +10.5%
- Karman Holdings +6.3%
- Strategy Inc +6.2%
- 3M +6.0%
- Paramount Skydance +5.0%
- Howmet Aerospace -5.6%
- DaVita -5.5%
- Comfort Systems USA -4.7%
- Genuine Parts Company -3.2%
- Leonardo DRS -3.0%
Thematic funds are also active, with the Cloud Computing Fund up 3.5%, the Genomics Immunology and Healthcare ETF up 3.5%, and the Innovation ETF up 2.0%. Among regional funds, the Indonesia ETF jumps 7.7% and the Brazil ETF gains 2.6%.
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