Major Movers
Published
SPY is flat, up 0.1% pre-market. Sector performance is mixed: Technology Select leads at +0.4%, lifted by semiconductor names, while Consumer Staples Select (-0.6%), Financials Select (-0.5%) and Health Care Select (-0.5%) lag. Within financials, Robinhood is the standout loser at -7.8%. Within technology, SK hynix and Micron Technology lead at +7.5% and +3.6%, while Enphase Energy (-17.0%) and F5 Networks (-6.4%) are the weakest. Materials Select is roughly flat but PPG Industries jumps 5.1% against its peers.
Among factors, momentum and growth are favored: S&P 500 Momentum +0.6%, Mega Cap Growth ETF +0.6%, versus S&P 500 Equal Weight -0.3% and Dividend ETF -0.3%.
In mega-cap growth, chip names lead: KLA Corp and Lam Research both +1.4-1.5%, Alphabet shares +1.4%, while Visa lags at -1.6%. Oracle is up 1.2% after announcing it will use Cerebras equipment in its AI data centers.
Elsewhere, semiconductor-linked ETFs are firm: VanEck Semiconductor ETF +0.8%, iShares Semiconductor ETF +0.7%, alongside Uranium ETF +1.0%.
Individual movers are dominated by chip and tech-adjacent names on both sides, with semiconductor equipment and memory suppliers among the gainers and larger chipmakers and data names among the losers.
- Sandisk +4.1%
- Flex +2.0%
- Fabrinet +1.9%
- Credo Technology Group +1.8%
- Arm Holdings +1.8%
- Elbit Systems -4.2%
- Teradyne -4.2%
- Universal Health Services -5.3%
- CoStar Group -6.7%
- NXP Semiconductors -6.9%
Among thematic and regional ETFs, iShares A.I. Innovation and Tech Active ETF is up 3.2%, Solar Energy ETF is down 2.4%, and iShares MSCI South Korea ETF jumps 3.4%.
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