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The Morning News Call newsletter: here The S&amp;P 500 and the Nasdaq slipped on Friday as Broadcom’s latest results added to concerns about an AI-fueled bubble, dampening optimism stoked by the Federal Reserve’s less-hawkish-than-expected signals on 2026 rate cuts. (.N) At 10:30 EST, the Dow Jones Industrial Average (.DJI) was down 0.11% at 48,651.86.The S&amp;P 500 (.SPX) was down 0.82% at 6,844.15, and the Nasdaq Composite (.IXIC) was down 1.33% at 23,280.20. The top three S&amp;P 500 (.PG.INX) percentage gainers:
Lululemon Athletica Inc (LULU.OQ) , up 9.8%
General Electric Co (GE.N) , up 4.6%
Chipotle Mexican Grill Inc (CMG.N) , up 3.4% The top three S&amp;P 500 (.PL.INX) percentage losers:
Sandisk Corp (SNDK.OQ) , down 12.3%
Broadcom Inc (AVGO.OQ) , down 10.6%
Western Digital Corp (WDC.OQ) , down 7.4% The top three NYSE (.PG.N) percentage gainers:
Clear Secure Inc (YOU.N) , up 13.0%
Quanex Building Products Corp (NX.N) , up 11.8%
RH (RH.N) , up 11.5% The top three NYSE (.PL.N) percentage losers:
T1 Energy Inc (TE.N) , down 13.5%
Celestica Inc (CLS.N) , down 10.9%
Solaris Energy Infrastructure Inc (SEI.N) , down 10.2% The top three Nasdaq .PG.O percentage gainers:
RYTHM Inc (RYM.OQ) , up 210.0%
TryHard Holdings Ltd (THH.OQ) , up 56.8%
Quhuo Ltd (QH.OQ) , up 48.9% The top three Nasdaq (.PL.O) percentage losers:
Argo Blockchain PLC (ARBK.OQ) , down 64.3%
Applied Therapeutics Inc (APLT.OQ) , down 47.5%
Harrison Global Holdings Inc (BLMZ.OQ) , down 45.1%
Lululemon Athletica Inc (LULU.O) : BUZZ - Shares climb after CEO exit, profit forecast boost
Newmont Corp (NEM.N) :
Agnico Eagle Mines Ltd (AEM.N) :
Kinross Gold Corp (KGC.N) :
Harmony Gold Mining Co Ltd (HMY.N) : BUZZ - Gold miners gain as bullion rises on rate cut bets
Hecla Mining Co (HL.N) :
Coeur Mining Inc (CDE.N) :
Endeavour Silver Corp (EXK.N) :
Silvercorp Metals Inc (SVM.N) :
BUZZ - Silver miners shine as spot prices hit record high
Applied Therapeutics Inc (APLT.O) : BUZZ - Plunges after UK’s Cycle Group to buy co
Canopy Growth Corp (CGC.O) :
Canopy Growth Corp (CRON.O) :
Tilray Brands Inc (TLRY.O) :
Sundial Growers Inc (SNDL.O) : BUZZ - Pot stocks climb on report Trump considers easing marijuana restrictions
Mitek Systems Inc (MITK.O) : BUZZ - Rises on upbeat Q4 results
Quanex Building Products Corp (NX.N) : BUZZ - Jumps after Q4 beat
Badger Meter Inc (BMI.N) : BUZZ - Jefferies starts Badger Meter with ‘buy,’ Watts Water with ‘hold’
Alphabet Inc (GOOGL.O) : BUZZ - JP Morgan raises Alphabet PT amid AI optimism
Shoe Carnival Inc (SCVL.O) : BUZZ - Rises on declaring quarterly cash dividend, new share repurchase program
Exxon Mobil Corp (XOM.N) : BUZZ - TD Cowen raises PT on Exxon citing higher Permian gains
Zurn Elkay Water Solutions Corp (ZWS.N) : BUZZ - Jefferies starts Zurn Elkay Water Solutions with ‘buy’; shares rise
Johnson Outdoors Inc (JOUT.O) : BUZZ - Up on quarterly revenue growth
Nvidia Corp (NVDA.O) : BUZZ - Rises as Reuters reports company is mulling H200 AI output increase in China
ProPetro Holding Corp (PUMP.N) : BUZZ - Gains on microgrid deal with Coterra Energy
Citigroup Inc (C.N) : BUZZ - Rises as J.P. Morgan upgrades to ‘overweight’
Arcus Biosciences Inc (RCUS.N) : BUZZ - Falls after co and Gilead scrap late-stage trial of cancer drug combo
Micron Technology Inc (MU.O) : BUZZ - Stifel raises PT on Micron by 54% amid cloud memory optimism
Boeing Co (BA.N) : BUZZ - Citigroup initiates coverage on Boeing with ‘buy’ rating
Rent the Runway Inc (RENT.O) : BUZZ - Rises on annual revenue forecast growth
Fermi Inc (FRMI.O) : BUZZ - Plunges after tenant terminates agreement
EastGroup Properties Inc (EGP.N) : BUZZ - Piper Sandler upgrades EastGroup Properties to ‘overweight’
General Dynamics Corp (GD.N) : BUZZ - Gets ‘neutral’ rating as Citigroup starts coverage
Ryder System Inc (R.N) : BUZZ - Names insider John Diez new CEO; shares fall
Rivian Automotive Inc (RIVN.O) : BUZZ - Surges on bullish analyst comments after first Autonomy and AI Day
VivoPower International PLC (VVPR.O) : BUZZ - Gains on Ripple Labs joint venture deal
Index RIC Index name Percent change %
(.SPX) S&amp;P 500 -0.82
(.SPLRCT) S&amp;P 500 Information Technology -2.07
(.SPLRCU) S&amp;P 500 Utilities 0.05
(.SPLRCD) S&amp;P 500 Consumer Discretionary -0.29
(.SPLRCM) S&amp;P 500 Materials 0.22
(.SPLRCI) S&amp;P 500 Industrials -0.24
(.SPLRCL) S&amp;P 500 Communication Services (Sector) -0.8
(.SPSY) S&amp;P 500 Financials 0.03
(.SPLRCR) S&amp;P 500 Real Estate 0.49
(.SPXHC) S&amp;P 500 Health Care 0.36
(.SPLRCS) S&amp;P 500 Consumer Staples 0.21
(.SPNY) S&amp;P 500 Energy -0.83
(Rajarshi Roy and Yagnoseni Das)

U.S. stocks experienced declines with the S&P 500 down 0.82%, Nasdaq down 1.33%, and Dow Jones down 0.11% amid concerns over an AI bubble. Lululemon, General Electric, and Chipotle were top gainers, while Sandisk, Broadcom, and Western Digital were top losers. Gold and silver miners gained on rate cut bets, while pot stocks rose on potential easing of marijuana restrictions. Notable stock movements included Boeing's 'buy' rating and EastGroup's upgrade to 'overweight.'

BUZZ-U.S. STOCKS ON THE MOVE-EastGroup, Boeing, Exxon Mobil