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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.
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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After Friday's sharp selloff, this week packs in Apple's WWDC, May inflation data, Oracle and Adobe earnings, an ECB rate decision, and what could be the largest IPO in history.
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The U.S. added 172,000 jobs in May, nearly double what Wall Street expected, keeping the unemployment rate at 4.3%. Treasuries sold off and stocks tumbled as markets repriced the odds of Fed rate cuts this year.
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All three major indexes hit record highs on June 2 as the AI infrastructure supply chain surged in unison, shrugging off geopolitical risk and a looming Fed meeting. Here's what moved the market and what to watch next.
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Zscaler's brutal single-day collapse on May 27 dragged the entire cybersecurity sector down while AI infrastructure names held firm. The rotation out of SaaS and into Infra is no longer a thesis — it's a price chart.
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Tehran's pledge to reopen the Strait of Hormuz hammered crude for the second straight session — but the same news sent the Dow to a record as capital rotated hard into consumer and industrial names.
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The Conference Board releases its May Consumer Confidence Index tonight at 10 a.m. ET — and it follows a brutal UMich final reading of 44.8, the lowest in the survey's 74-year history. Together, these two prints will shape the Fed's June rate-path narrative.
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SPY closed at $745.64 and QQQ at $717.54, both near multi-month highs — even as Nvidia slid 5%. The AI trade isn't breaking; it's rotating. This week's PCE print and oil move will decide whether the indexes can hold.
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The April PCE report — the Fed's preferred inflation gauge — drops Friday and it's the cleanest macro signal before the June FOMC meeting. Nasdaq, AI names, banks, small caps, and the dollar are all in play.
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The Dow closed at an all-time high on Friday, May 22 — up nearly 300 points — even as WTI briefly touched $103, the Fed pushed back rate-cut timelines, and Nvidia's print sparked a sector split. Here's how to read the structure beneath the headline.
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A weekend media blitz on US-Iran backchannel talks wiped out two weeks of geopolitical risk premium in a single holiday session. Energy stocks are on the back foot; airlines, freight, and long-duration tech are catching a tailwind.