Investors look set to carry on buying the dip in memory-chip makers, which took a beating in last week’s brutal AI pullback.
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It has been hard to feel good about investing in this sector lately.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 17.2% gain over the past six months, beating the S&P 500 by 9.2 percentage points.
Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. They are also bound to benefit from a friendlier regulatory environment with the Trump administration, and this excitement has led to a six-month gain of 17.2% for the sector - higher than the S&P 500’s 8% return.
Warsh and the Federal Open Market Committee (FOMC) can drive the dagger into Trump's hopes for a rate cut at the June 17 meeting.
The Morning Bull - US Market Morning Update Tuesday, Jun, 9 2026 US stock futures are pointing slightly higher this morning, with S&P 500 contracts up about 0.2% and Nasdaq 100 futures ahead roughly 0.6%, as investors weigh strong US jobs data against higher borrowing costs. Non farm payrolls showed 172,000 new jobs in May and unemployment held at 4.3%, a sign companies are still hiring and people are generally finding work. At the same time, the 10 year Treasury yield is around 4.57%, which...
Stocks looked set to rise on Tuesday as investors continued to buy the dip, taking advantage of last week’s artificial intelligence selloff to snap up shares in tech companies on the cheap. The Nasdaq and the S&P both rallied on Monday as the market piled back into chip makers and other momentum stocks. The dip-buying may well have legs, although it’s possible that either consumer-price inflation data or quarterly earnings from Oracle on Wednesday could snap the rebound.
Bank of America’s year-end target for the S&P 500 is 7,100, while Citi has raised the year-end target to 8,100 from 7,700.
Trump announced an Iran ceasefire and markets moved. Stocks gained 0.9%, oil calmed. Bitcoin near $63K did not react.
The cannabis ETF has surged 104% over the past year, outperforming both the North American Marijuana Index and the S&P 500.
By looking at Bitcoin's past, investors can gain some insight into where it's headed.
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While Iran and Israel have agreed to halt attacks against each other, the ceasefire between the U.S. and Tehran remains uncertain.
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Friday saw the Nasdaq Composite post its largest one-day point decline on record, but stocks were already bouncing back to start the week. The S&P 500 added 0.3% and the Nasdaq Composite rose 0.9%. “After the strength of the recent rally, a pullback in markets was to be expected,” writes Ulrike Hoffmann-Burchardi, CIO Americas and global head of equities, UBS Chief Investment Office.
Buffett is known for his focus on stocks' valuations.

<body><p>STORY: U.S. stocks ended mostly higher Monday boosted by shares of chip companies.</p><p>While the Dow fell slightly, the S&P 500 added three tenths of one percent and the Nasdaq climbed about nine tenths.</p><p>:: Intel</p><p>Intel shares jumped 11% after news website The Information reported that Alphabet's Google had placed an order to manufacture more than 3 million tensor processing units in 2028.</p><p>:: Marvell Technology</p><p>And shares of Marvell Tech rose 9.5% after S&P announced that the company would be added to the S&P 500 index later this month.</p><p>Also, Iran and Israel said they had halted attacks on each other.</p><p>This came after an appeal from U.S. President Donald Trump that they immediately "stop shooting." </p><p>The attacks over 24 hours were the most direct confrontation between Iran and Israel since an April ceasefire in the war.</p><p>Justin Livengood, senior portfolio manager with Invesco, says he thinks regardless of when there is an end to the conflict in the Middle East, energy prices could stay higher, which could lead the Federal Reserve to raise interest rates.</p><p>“Inflation's been drifting up in general the last six to nine months, not just for oil prices but even for core elements. And that's a concern. I think that concern persists as oil and natural gas prices linger higher. And the longer that persists, the more likely we are to have a Fed feel they need to raise rates late this year. I certainly feel that right now the base case for the Fed is a hike, not a cut, as their next move. And I think with each week and month that this Middle East conflict continues. The odds of that hike get pulled forward.” </p><p>:: Apple</p><p>Other stocks on the move included Apple which dropped almost 2% after announcing a Siri revamp at its annual Worldwide Developers Conference.</p><p>:: AWS</p><p>And shares of Corning gained 5.5% after Amazon announced a multi-year multi-billion-dollar deal to buy the company's optical fiber and cables for its data centers. </p></body>
The stock market is trading at historically expensive levels. That doesn't mean long-term investors should shy away from the S&P 500.
Shares of manufacturing equipment and systems provider Advanced Energy (NASDAQ:AEIS) jumped 6.5% in the morning session after the stock moved in sympathy with other semiconductor companies as peer Marvell Technology was set to join the S&P 500 index.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 10.3% in the morning session after S&P Dow Jones Indices announced the chipmaker will be added to the S&P 500 index.
Tilray Brands, Inc. (TLRY) closed at $5.03 in the latest trading session, marking a +1.82% move from the prior day.
In the latest trading session, Western Union (WU) closed at $7.36, marking a -1.6% move from the previous day.
There could be a catalyst around the corner that sends the stock higher.
