U.S. Stock Market Developments

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iShares Expanded Tech-Software Sector ETF (IGV) rises 3.9% on strong quarterly results by Datadog

Datadog reported Q1 2026 results that beat estimates and increased its full-year guidance.

https://www.investing.com/news/stock-market-news/software-stocks-gain-after-datadog-results-lift-sector-93CH-4668054

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Stock futures little changed after President Trump rejected new Iran’s peace proposal

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S&P 500 futures shed 0.8% while Nasdaq Composite futures fall 1.5%, driven by declines in chip stocks amid valuation concerns and rise in bond yields

  • The Philadelphia Semiconductor Index fell 1.4% on Tuesday and is down more than 7% over the last three days as investors grow concerned about elevated valuations and the sustainability of data center investment.
  • The 30-year Treasury bond yield rose about 6 basis points to 5.198%, its highest level since July 2007, following last week inflation reports.

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S&P 500 and Nasdaq 100 futures up 0.65% and 0.85% respectively after Trump said negotiations with Iran are ‘proceeding nicely’

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Nasdaq 500 futures shed around 0.5% after U.S. and Iran exchanged air strikes

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S&P 500 and Nasdaq Composite futures gain 0.3% after U.S. and Iran reached a deal to extend ceasefire

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iShares Expanded Tech-software index rallies more than 3% after Nvidia’s CEO dismissed AI concerns, IONOS up 7%+

“This is actually an incredible time to be a software company,” Huang said during his presentation. “A lot of people have said, Jensen, agentic AI is coming, therefore all of the software companies are going out of business. I said: it’s exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever.”

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iShares Expanded Tech-software index falls more than 3% in what analysts term as algorithmic selloff

“No rhyme or reason, looks like a Factor Basket or Custom Index being sold by quants. IMO,” Daniel J. O’Regan, an analyst at Mizuho, commented

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S&P 500 and Nasdaq Composite shed more than 0.5% after U.S. and Iran exchanged air strikes

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S&P 500 sheds 0.7% while Nasdaq 100 futures fall over 1.2% amid ongoing Middle East tensions and disappointing earnings from Broadcom and CrowdStrike

  • Broadcom sheds more than 14% after it reported weaker-than-expected revenue for Q2 2026 and failed to raise guidance for the full year.
  • CrowdStrike also shed more than 10% after giving Q2 2026 guidance that is in-line with estimates but has been described as lackluster.
  • Market also continues monitoring developments in Middle East after U.S. and Iran exchanged air strikes yesterday.

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S&P 500 sheds 1.5% while Nasdaq Composite drops more than 2.5% as tech selloff resumes, ahead of CPI data and SpaceX IPO

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S&P 500 and Nasdaq Composite drop more than 1% as Trump doubles down on threat to continue attacking Iran

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S&P 500 and Nasdaq 100 futures gain more than 0.8% after U.S. completed self-defense strikes against Iran

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U.S stock futures rise more than 1% after President Trump announced that deal with Iran is now complete