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Markets closed mixed on June 9 as tech and energy dragged the S&P 500 and Nasdaq lower while the Dow inched higher — then the U.S. launched "defensive strikes" against Iran after the close.
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S&P Dow Jones Indices is swapping out Pool Corp and Campbell's for Marvell Technology and Flex ahead of the quarterly rebalance. Marvell jumped ~5% after-hours on the news; Flex gained ~4%.
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Semiconductors bounced back Monday as Marvell surged ~9%, Micron ~7%, and Nvidia gained ~2.3% premarket, partially recovering Friday's brutal ~10% chip-sector selloff. All eyes now turn to May CPI, out Wednesday at 8:30 a.m. ET.
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Adobe (ADBE) reports FY26 Q2 earnings after the close on June 11. The central question: is generative AI turbocharging Adobe's business or quietly undermining its core design software franchise?
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Oracle (ORCL) reports Q4 FY2026 earnings after the close on June 10. Consensus calls for EPS of ~$1.96 and revenue of ~$19.08B — but the real story is whether OCI can sustain its 84% growth streak and how fast that $553B backlog converts to cash.
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NVIDIA and SK Hynix announced a multi-year technology partnership on June 7 to co-develop next-gen memory for NVIDIA's AI factories, covering everything from the Vera Rubin supercomputer to the Jetson Thor robotics platform. NVDA rose ~2.3% in pre-market trading on June 8.
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Amazon has signed a multiyear, multibillion-dollar agreement with Corning to supply fiber optics for its U.S. data centers — Corning's third major AI contract of 2026. Shares jumped as much as 9% on the news.
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Apple debuted a redesigned "Siri AI" at WWDC 2026, with core capabilities powered by a custom Google Gemini model worth roughly $1B a year to Alphabet. Shares surged intraday then reversed, closing down about 2%.
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While AI and semiconductor names tumbled on June 4, the healthcare sector ran the other way — XLV gained ~3%, led by UnitedHealth and Eli Lilly. Two catalysts drove the move: a BofA upgrade on UNH and CVS expanding coverage of Lilly's oral weight-loss drug.
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Lululemon posted Q1 revenue of $2.5B, up 4% YoY and slightly ahead of estimates, but net income slid sharply, Americas comps fell 6%, and the company slashed its full-year revenue and EPS outlook. Shares tumbled roughly 11% after the print.
Precious Metals
Gold has shed 23% from its January all-time high to a new 2026 low. Central banks bought 244 tonnes in Q1 anyway. Goldman sees $5,400 by year-end; JPMorgan sees $6,300. The structural bull case isn't dead — but the near-term is genuinely messy.
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CrowdStrike posted a record Q1 with 26% revenue growth and record net new ARR, raised full-year guidance, and announced its first-ever stock split — then watched shares fall roughly 9% after hours.