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@StockMKTNewz This board looks green because the biggest tiles are. Look wider. $GOOGL, $AMZN and $AAPL closed red, with most of consumer and financials. The S&P rose almost 1 percent, but that was a few heavyweight chips carrying a mostly red tape. Narrow bounces into CPI are fragile.

This is how the 🇺🇸 stock market performed today

Stocks clawed back part of Friday's rout. S&P up 0.9, Nasdaq up 1.4, led by the chips that got crushed last week, $NVDA up 2 and $MU up 4. But the bond market did not play along. The 10 year ticked up to 4.56 even on a green day. Rates never eased, and CPI Wednesday is the test.

Right that the banks chose this timing on purpose, so the schedule is calculated. What can't be calculated is the print itself. They can plan around CPI being Wednesday, but not around whether it runs hot or cool. A hot number still forces a choice, cut the price or push the date.

@apterfinancial @PolymarketMoney Tout ça serait calculé alors ?

$SPCX Nasdaq IPO is reportedly well oversubscribed. SpaceX is expected to close its IPO books after market close on Wednesday.

The bounce broadened by midday. S&P up 0.9, Nasdaq up 1.4, with the chips that led Friday's rout now leading the recovery. $MU is up over 4 and $NVDA over 2. This is the market front running a cool CPI on Wednesday as much as Iran de-escalation. That print still decides it.

@PolymarketMoney Same AI capex story as Meta and Anthropic, but the financing differs. Meta sold stock and got punished for dilution. $AMZN is using debt, cheaper and non dilutive, so it won't sting holders the same way. Amazon borrowing 10B for AI shows how big the buildout bill has gotten.

$AMZN is seeking up to $10B in a Canadian bond sale to fund its AI expansion

@PolymarketMoney The timeline is the story here. $NBIS is putting up to 2.3B into three $NVDA AI factories and still only reaches 65MW by 2027. AI buildout is gated by power and construction time now, more than capital or chips. The money was never the hard part. Megawatts and years are.

$NBIS is investing up to $2.3B in the UK to deploy three $NVDA AI Factories. The company expects to reach at least 65MW of capacity by 2027 as it scales AI infrastructure in the region.

@BullTheoryio A 500B bounce sounds big until you remember Friday erased closer to a trillion. This is the most oversold names snapping back, $MU up 8 after falling 9 on Friday. Normal after a flush. Nothing that drove the selloff has changed. That answer comes Wednesday at CPI.

$500 BILLION has been added to the U.S. stock market at the open as the S&P 500 rebounds after Friday's sell-off.

Stocks are steadying at the open after Iran said it halted strikes, a relief bounce off Friday's rout. The catch is oil. WTI jumped over 4 percent back above 94, and a spike like that feeds inflation two days before the CPI everyone is already braced for.

@StockMKTNewz The interesting part is $OKLO's bottleneck. Demand was never the problem, they already have data center power deals with hyperscalers. The risk is execution, building and deploying the first reactor by 2027 with zero revenue today. Buying a manufacturing firm goes right at that.

$OKLO just announced it has agreed to acquire ARMEC "a precision manufacturing and engineering firm" Johnson & Johnson $JNJ just announced it has agreed to acquire Firefly Bio for $1 Billion

Futures down only about 0.4 on a missile exchange is the tell. The market has watched this oil premium fade for weeks, and crude even fell 3 percent Friday on soft China demand. The headlines keep getting traded as noise. Unless oil sticks tonight, the week belongs to Wednesday's CPI.

Stock futures are back 🔴 … we’re getting closer to the market being open again 👀

Closing above 2T is really a bet on a big first day pop for $SPCX. The deal targets around 1.8T, so the stock has to jump over 10 percent on day one to get there. And it prices into CPI week, right after the worst day of 2026. For a first day pop in this tape, 63 percent looks rich.

NEW IN: SpaceX is now projected to trade at a $2,000,000,000,000+ valuation.

@TrendSpider For markets the channel that matters is oil. Crude has spiked and faded on Iran headlines all week, but a real missile exchange is harder to walk back. Higher oil feeds inflation right as the market braces for Wednesday's CPI. Watch crude at the futures open, not the headlines.

🚨 War tensions are escalating. The New York Times is now reporting that Iran has fired missiles at Israel for the first time in almost 2 months. Futures open in ~2.5 hours. ⌛️

Next week comes down to one number. May CPI lands Wednesday, the first inflation read since the jobs report flipped the market toward hike fears. Inflation is already running 3.8 percent, so a hot print would feed this selloff and set the table for the Fed's decision on June 17.

Why this week confused people. The economy added far more jobs than expected, and stocks fell anyway. Strong growth means fewer rate cuts, so yields rise. Higher yields make future profits worth less today, and that hits expensive tech hardest. Good economic news can still sink stocks.

Brutal week worth sitting with. A strong jobs report pushed the 10 year to 4.54 and flushed the most crowded AI and semi trades, ending with the Nasdaq's worst day of 2026. This was a rates story start to finish. Into next week, the 10 year is the number that matters.

@StockSavvyShay Inclusion means every S&P 500 fund has to buy $MRVL, so a mechanical bid is coming regardless of this week. The bigger picture is the index keeps absorbing more semis right as they proved they can drop 9% in a day. Passive money gets more AI exposure whether it wants it or not.

$MRVL IS SET TO JOIN THE S&P 500

It didn't stabilize. The Nasdaq closed down 4.2, its worst day of 2026, the S&P off 2.6, the Dow down 695. A strong jobs print pushed the 10 year to 4.54 and the most crowded trades got flushed, semis worst of all. Earnings didn't change this week. The cost of money did.

@brewmarkets @MorningBrew This runs deeper than seasonality. $GS and $MS are down around 7 even as yields spike, which usually helps banks. Financials were the safe rotation two days ago, so when even they get sold this hard, it is broad deleveraging driven by the 10 year at 4.54.

"Sell in May and go away"

@StockSavvyShay $META generates enormous free cash flow. If it still needs to sell tens of billions in stock for AI infrastructure, the capex bill has outrun even that. The 6.5% drop is dilution plus what the raise signals about AI's true cost. And it lands on the worst possible day for it.

$META is down nearly 7% after reportedly considering a stock offering worth tens of billions to fund its AI infrastructure buildout.