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July 13, 2026

Doctors Get Scribes, Models Get Data, Investors Get Upside?: Inside DOCS, AMWL, SMWB, META and NVDA’s AI Flywheel

AI isn’t just knocking on the data center door anymore; it is wiring the building, staffing the call center, and quietly re‑pricing entire sectors for investors. From Meta Platforms (NASDAQ: META) in Louisiana to Doximity (NYSE: DOCS), Amwell (NYSE: AMWL), Similarweb (NYSE: SMWB), and NVIDIA (NASDAQ: NVDA), a new AI stack is emerging that runs from silicon to bedside—and straight through to recurring revenue.

AI’s New Industrial Stack: From Bayou Steel to Digital Railroads

The old economy had refineries and railroads; the AI economy is laying down data centers, clinical workflows, and data pipes that look just as “industrial”—only this time the raw material is tokens, not barrels. Meta’s push to build AI‑optimized data centers in regions like Louisiana underscores how hyperscale infrastructure has become the new base layer of the economy. On top of that base, companies such as Doximity, Amwell, Similarweb, and NVIDIA are building specialized layers—clinical tools, telehealth platforms, premium data streams, and GPUs—that turn AI from a demo into a durable business model. For investors, the pattern is increasingly recognizable: capex‑heavy infrastructure at the bottom, workflow‑embedded software in the middle, and high‑value data and models at the top. When these layers line up—compute, data, and distribution—the result is not just incremental efficiency but potential step‑changes in revenue visibility, pricing power, and competitive moats.

Meta Platforms (META): Building the AI Railroads

Meta Platforms’ Louisiana data center expansion is less a local construction story and more an earnings call in concrete form. By redesigning its campuses around AI training and inference, Meta is turning capex into a strategic moat, enabling faster deployment of AI‑driven products across Facebook, Instagram, WhatsApp, and future mixed‑reality experiences. That infrastructure should support everything from more relevant feeds and ads to new AI assistants and creator tools, giving META both monetization upside and optionality as consumer behavior shifts. As AI workloads scale, owning highly optimized infrastructure can enhance Meta’s operating leverage, since incremental models and features can be pushed out to billions of users with relatively modest marginal cost. Investors who once treated data center spend as a margin headwind may find themselves re‑rating it as the digital equivalent of building railroads before the age of mass commerce.

Doximity (DOCS) and Aledade: Where AI Meets Value‑Based Care

If Meta is building the rails, Doximity and Aledade are putting AI to work where time, documentation, and patient outcomes collide. Doximity, Inc. (DOCS) has partnered with Aledade, a physician‑led leader in value‑based care, to integrate its Clinical AI Suite—anchored by Scribe and Ask—directly into Aledade Assist, an EHR overlay that surfaces insights at the point of care. This is AI that doesn’t ask clinicians to change their workflow; it simply shows up inside the one they already use. Scribe, Doximity’s ambient documentation tool, automatically generates clinical notes so physicians can focus on patients rather than keyboards, with shareable templates tailored to value‑based care programs. Ask, its clinical AI assistant and medical search engine (formerly DoxGPT), provides fast, evidence‑backed answers within the same workflow and layers in PeerCheck, a physician review system drawing on more than 10,000 medical experts to validate answers. That combination of AI speed and human oversight is precisely the blend payers, regulators, and health systems have been demanding.[12][1]

Amwell (AMWL): Telehealth’s AI Control Room

Amwell (American Well Corporation, NYSE: AMWL) is building the AI‑enabled front door to care, operating at the intersection of virtual visits, remote monitoring, and digital tools that increasingly lean on AI for triage and documentation. Its Converge platform offers an open architecture that integrates third‑party digital health applications—from wearables and remote monitoring to second opinion services—while leveraging AI for tasks like real‑time captioning, translation, and patient engagement before, during, and after visits. Layered onto this is a broader ecosystem strategy. Amwell has partnered with AI voice assistant providers such as Suki to embed ambient documentation directly into virtual visits, reducing clinician burnout and speeding note completion while integrating with existing workflows. On recent earnings calls, management has highlighted rising demand for unified, AI‑enabled telehealth platforms and progress toward profitability—signaling that AI for Amwell is not just a feature but a path toward a more scalable, leveraged business model.

Similarweb (SMWB): Data as AI’s Favorite Fuel

Every AI stack needs fuel, and Similarweb Ltd. (NYSE: SMWB) is increasingly positioning itself as a premium supplier. The company recently announced that it has surpassed 300 million dollars in Annual Recurring Revenue and secured two multi‑year enterprise contracts, each with seven‑figure ARR commitments, representing approximately 47 million dollars in total contract value over three years. These deals come on the heels of Similarweb’s disclosure of large language model data training contracts that sit alongside its core subscription analytics business. In plain English, global brands and advanced AI customers are embedding Similarweb’s proprietary digital data directly into their models, agents, and business workflows. That creates a second growth vector: subscription ARR on one side, multi‑year AI data contracts on the other. As AI closes the gap between raw data and actionable insights, high‑quality, differentiated datasets like SMWB’s look less like a nice‑to‑have and more like a structural dependency—exactly the sort of recurring, high‑margin revenue stream markets tend to reward.

NVIDIA (NVDA): The Silicon Beneath the Story

No modern AI narrative would be complete without NVIDIA Corporation (NASDAQ: NVDA), whose GPUs and associated software stack form the computational backbone of the entire ecosystem. From Meta’s Louisiana data centers to Doximity’s and Amwell’s clinical AI workloads and the large language models hungry for Similarweb data, an enormous share of training and inference still runs on NVDA’s hardware and CUDA‑centric stack. NVIDIA’s role is twofold: it captures demand at the very bottom of the stack—selling high‑performance accelerators into hyperscalers and enterprises—and exerts strategic influence through its software ecosystem, where libraries and frameworks help lock in developers. As more verticals like healthcare and digital analytics embrace AI, they effectively join a growing queue for compute, embedding NVDA deeper into their long‑term capex plans and supporting the company’s own premium valuation narrative.

Physician Network Effects: Doximity as the AI Operating System for Doctors

Doximity’s edge is not merely its technology; it is the network it rides on. With more than 85% of U.S. physicians on its platform, Doximity has a uniquely dense and clinically relevant audience for AI features like Scribe and Ask. That scale allows the company to launch, test, and refine AI tools quickly while gathering feedback from practicing clinicians in real‑world settings. The company has signaled that 2026–2027 will be an “AI investment year,” with higher spend on R&D, compute, and clinical review systems to scale its AI suite. As adoption of its AI scribe and search tools has already tripled following acquisitions like Pathway Medical, Doximity is positioning AI not just as a productivity layer for physicians but as a monetizable channel for pharmaceutical and health‑system partners that want to communicate inside verified, workflow‑embedded environments.

Amwell’s Converge Platform: Hybrid Care Meets Ambient Intelligence

Amwell’s Converge platform is designed to unify episodic and longitudinal care across devices, modalities, and partners, and AI sits at the center of that effort. By tapping Google Cloud’s AI and natural language capabilities, Converge can deliver real‑time captioning, translation, and personalized education materials, enhancing both access and engagement while building richer datasets for ongoing AI improvements.

The platform’s open architecture supports integrations with remote monitoring, specialty consults, and AI‑powered early warning systems, making it a kind of digital “control room” for hybrid care. As more of those capabilities become AI‑enhanced—whether via Amwell’s own tools or partners like Suki—AMWL’s value proposition to health systems and payers becomes not just virtual visits, but a more intelligent, integrated, and potentially cost‑saving care infrastructure.

Data, Moats, and Multiples: What This Means for Investors

Across these stories, three investable themes stand out. First, infrastructure scale: Meta (META) and NVIDIA (NVDA) anchor the bottom of the stack, where hyperscale data centers and GPUs act as capital‑intensive moats that can pay off over long horizons. Second, workflow integration: Doximity (DOCS) and Amwell (AMWL) show that AI earns durable revenue only when it is embedded exactly where professionals already work, whether inside EHR overlays, telehealth platforms, or physician communication networks. Third, differentiated data: Similarweb (SMWB) illustrates how unique, high‑signal digital datasets can command multi‑year, seven‑figure contracts as AI customers race to train and optimize their models. Taken together, these companies sketch an AI stack that runs from silicon to clinical notes to enterprise contracts. For investors, the key questions now are which names can convert AI from a press release to a P&L driver, and which combinations of compute, data, and distribution will deserve the premium multiples that come with true, defensible moats.

The Sources


[1] Doximity Partners with Aledade to Bring Clinical AI to Value-Based … https://blog.doximity.com/articles/doximity-partners-with-aledade-to-bring-clinical-ai-to-value-based-care
[2] Similarweb Secures Multi-Year, Seven-Figure ARR Contracts Worth Approximately $47 Million in Total Contract Value https://www.businesswire.com/news/home/20260615625728/en/Similarweb-Secures-Multi-Year-Seven-Figure-ARR-Contracts-Worth-Approximately-$47-Million-in-Total-Contract-Value
[3] Similarweb Reveals LLM Data Contract, CEO Succession Plan https://www.mediapost.com/publications/article/415156/similarweb-reveals-llm-data-contract-ceo-successi.html
[4] Amwell at TD Cowen Conference: Strategic Focus on Government and AI https://www.investing.com/news/transcripts/amwell-at-td-cowen-conference-strategic-focus-on-government-and-ai-93CH-4539519
[5] American Well Q1 Earnings Call Highlights – MarketBeat https://www.marketbeat.com/instant-alerts/american-well-q1-earnings-call-highlights-2026-05-06/
[6] Amwell rolls out new telehealth platform that integrates with digital health tools https://www.fiercehealthcare.com/tech/amwell-rolls-out-new-telehealth-platform-integrates-wearables-ai-tools
[7] How to Write Headlines Like The Wall Street Journal https://raganconsulting.com/5-tips-to-write-headlines-from-the-wall-street-journal/
[8] The Complete Guide to AI-First Content Optimization 2026 https://totheweb.com/blog/beyond-seo-your-geo-checklist-mastering-content-creation-for-ai-search-engines/
[9] ChatGPT vs Perplexity for SEO: How Each Engine Actually Picks Its … https://resocial.us/blog/chatgpt-vs-perplexity-seo/
[10] Optimize Content for Perplexity & ChatGPT: Beyond Google SEO https://netus.ai/blog/content-for-perplexity-chatgpt
[11] #healthcare #aco #primarycare #digitalhealth #medtech | McKesson … https://www.linkedin.com/posts/mckesson-ventures_healthcare-aco-primarycare-activity-7463302945359601664-XTbq
[12] How is Doximity Expanding AI Partnerships? https://aimmediahouse.com/ai-lifesciences/doximity-expands-ai-push-with-aledade-and-photon-partnerships
[13] Google Cloud partners with Amwell to advance telehealth https://cloud.google.com/blog/topics/healthcare-life-sciences/google-cloud-partners-with-amwell-to-advance-telehealth
[14] Suki partners with Amwell on telehealth AI https://www.healthcareitnews.com/news/suki-partners-amwell-telehealth-ai
[15] Similarweb Secures 47M in Multi-Year Contracts – LinkedIn https://www.linkedin.com/posts/market-wire-news_similarweb-secures-multi-year-seven-figure-activity-7472332247895977984-OgPy
[16] Maoz Lakovski’s Post – LinkedIn https://www.linkedin.com/posts/maoz-lakovski-3a7a7b1a_similarweb-secures-multi-year-seven-figure-activity-7472334423649083394-_EMB
[17] Clinical AI Partnerships After Doximity and Aledade https://www.iatrox.com/blog/doximity-aledade-clinical-ai-partnerships-workflow-location
[18] Doximity Insider https://blog.doximity.com/?page=2
[19] Amwell at Morgan Stanley Conference: Telehealth’s AI-Driven Future https://www.investing.com/news/transcripts/amwell-at-morgan-stanley-conference-telehealths-aidriven-future-93CH-4232308

July 12, 2026

Trump Goes Down Under: How Aussie-Style Retirements Could Supercharge Wall Street’s Long Game -( $AMWL $MODD )

Trump’s policy muse, Amwell’s telehealth pivot, and Modular Medical’s insulin innovation together sketch a quietly bullish narrative for investors betting on healthcare, retirement and digital infrastructure in the Trump economy.

Retirement Goes Down Under, Markets Look Up

President Donald Trump’s latest policy flirtation—borrowing from Australia’s compulsory retirement system—lands squarely in Wall Street’s sweet spot: predictable savings flows and long-duration capital. The Australian model, with mandated employer contributions into private superannuation funds, has historically created deep pools of investable assets, a structure markets tend to find more attractive than ad‑hoc political tinkering with Social Security. For U.S. investors, the signal is straightforward: if Trump pushes a super-style framework, asset managers, insurers and retirement platforms could see structurally higher inflows, potentially smoothing market volatility with a steadier bid for equities and credit. There is a sophisticated irony in watching Washington import fiscal discipline from Canberra, but if it means a more investment-centric retirement architecture, Wall Street will gladly pretend this was the plan all along.

Telehealth’s Second Act: Amwell’s Platform Play (AMWL)

Amwell (AMWL) sits in a sweet junction of policy and technology, where virtual care, reimbursement frameworks and employer benefits collide. The company’s investor materials highlight a pivot from pure visit volume to a platform-centric model, stitching together payers, providers and employers in a single digital fabric. In an environment where retirement reform could push employers to deepen benefits ecosystems, integrated telehealth becomes less of a perk and more of a compliance-friendly, cost-containment tool. For investors, that narrative supports a longer-duration thesis: if Amwell can be the operating system for hybrid care—virtual plus brick-and-mortar—its economics are more software-like than traditional services-like. Higher attach rates with health plans, richer data and more embedded workflows all point toward optionality in analytics and AI-driven triage, themes that play well with both public-market growth investors and strategic acquirers.

Modular Medical: Making Insulin Look Like a Consumer Product (MODD)

Modular Medical (Nasdaq: MODD) enters the story as the kind of focused medtech name that benefits from both policy tailwinds and patient-level innovation. The company’s news around delivering insulin in a more modular, user-friendly format speaks to a broader trend: chronic care tools are being redesigned not just for clinical efficacy, but for behavioral compliance and lifestyle fit.That nuance matters for investors. A device that reduces friction—training time, wearability, maintenance—can expand the addressable market and improve stickiness, which in turn strengthens recurring revenue visibility. In a Trump-era economy where healthcare debates oscillate between cost, access and choice, straightforward solutions that make life easier for patients often find bipartisan acceptance and commercial support.

The Quiet Convergence: Policy, Platforms, and Products

Viewed together, a U.S. tilt toward an Australian‑style retirement framework, Amwell’s platform ambitions and Modular Medical’s insulin delivery innovation all point to one underlying trend: financial and health infrastructures are slowly being rewired for durability rather than drama. Retirement reform channels capital, telehealth platforms re-route care, and smarter devices upgrade chronic disease management—all of which can compress the risk premium investors demand for long-term exposure to health and benefits ecosystems. For market participants, the most investor-magnetic angle is this convergence. Stable retirement inflows support valuations, digital health platforms unlock operating leverage, and patient-friendly medtech widens moats—all while policy headlines provide just enough theater to keep volatility traders entertained. In that sense, the Trump‑Australia retirement storyline, AMWL’s virtual care fabric, and MODD’s insulin innovation together sketch the sort of blended macro‑micro narrative that tends to age well in portfolios.

The Sources

  1. Trump embraces Australian retirement system – Yahoo Finance policy article
  2. Amwell (AMWL) investor materials / presentation – Amwell Investor Relations PDF
  3. Modular Medical (MODD) delivers insulin innovation – Yahoo Finance healthcare article

July 11, 2026

Micron’s AI Bet, Softer Oil, And A Coastal REIT: Why This Market Still Has A Sense Of Humor -( $HPP $MU )

Investors watching Micron Technology (MU), global oil demand, and Hudson Pacific Properties (HPP) this week could be forgiven for feeling like they’re toggling between three different asset classes and two different economic cycles at once. Yet taken together, these storylines sketch a surprisingly constructive backdrop: AI infrastructure spend accelerating, energy markets easing, and coastal office REITs quietly tightening up their balance sheets instead of their nerves.In a market still obsessed with “higher for longer” and “landing of indeterminate hardness,” the through line here is capital discipline with upside optionality. In other words, the market is nervous, but the checks are still clearing.

Micron (MU): When AI Capex Becomes A National Sport

Micron’s decision to aggressively lift U.S. spending ($250B) around advanced memory and AI infrastructure is another sign that the AI buildout is moving from headline to hardware. The company is leaning into domestic capacity and high‑bandwidth memory at a moment when hyperscalers, GPU vendors, and sovereigns are all competing to secure supply. For equity holders, this isn’t just patriotism; it’s positioning. Expanded U.S. investment can unlock incentives, deepen relationships with key AI ecosystem partners, and potentially support pricing power when the next leg of AI workloads migrates from experimentation to production at scale. The risk, of course, is classic semiconductor cyclicality—only this time, the cycle is dressed up in AI buzzwords—but investors have seen that movie before and usually stay through the sequel.

AI Infrastructure As The New Defensive Growth

What makes Micron’s U.S. spend particularly interesting is where it sits in the macro mix. While traditional cyclicals still track every twitch in the PMI data, AI infrastructure looks increasingly like its own capital cycle, driven less by near‑term GDP and more by competitive fear of falling behind. For portfolio construction, AI‑levered names like MU offer something close to a “growth‑tilted semi‑defensive”: earnings sensitivity to tech cycles, yes, but supported by multi‑year cloud, data center, and on‑device AI roadmaps that don’t turn on a single quarter’s GDP print. That profile can be particularly appealing when investors want equity upside but are tiring of checking dot plots between Fed meetings.

Oil Demand Cools: Macro Headwind Or Quiet Tailwind?

While silicon is heating up, global oil demand has been showing signs of cooling, with U.S. trends contributing to softer growth expectations. For energy producers, that can translate into pressure on pricing power and capital spending plans, particularly for higher‑cost barrels. For the rest of the market, however, a more subdued oil backdrop is closer to a stealth stimulus. Easing pressure at the pump can temper inflation expectations, give central bankers a little more breathing room, and lower input costs across transportation‑heavy industries. In a world where investors have turned into amateur Fed watchers, softer oil can be the macro equivalent of a deep breath.

Lower Crude, Higher Multiple?

Investors often forget that lower‑than‑feared oil demand doesn’t just affect the energy complex; it can reset valuations across rate‑sensitive sectors. If weaker demand translates into more anchored inflation expectations, the implied discount rate on long‑duration cash flows—think AI infrastructure, software, select REITs—can edge lower. That’s not a guarantee of multiple expansion, but it does change the conversation from “how much more damage do higher rates do?” to “which growth stories can actually compound in a calmer inflation regime?” Micron’s capex narrative fits into that second bucket, especially if investors start to re‑rate structurally important AI suppliers as infrastructure, not just cyclical tech.

Hudson Pacific (HPP): West Coast Real Estate Tries A Plot Twist

Against that macro backdrop, Hudson Pacific Properties (HPP) has been quietly moving its own story forward, recently flagging key upcoming dates for investors and continuing to refine its office‑and‑studio‑heavy portfolio along the U.S. West Coast. In a post‑pandemic office world where “hybrid” sometimes sounds like a euphemism for “empty,” the company’s focus on media, tech, and premium locations may prove more durable than the broader office narrative implies. For a market that tends to paint all office REITs with the same brush, HPP’s steady disclosure cadence and focus on high‑barrier coastal submarkets is a reminder that real estate is still about microeconomics: leasing velocity, rent spreads, capital recycling, and balance sheet management. Investors who have written off the entire office complex may want to re‑examine which platforms actually control scarce, irreplaceable locations.

Where A Coastal REIT Fits In A Tech‑And‑Oil Tape

The interesting wrinkle with HPP is how it fits next to names like MU in a diversified portfolio. AI‑heavy semis offer earnings torque and capex‑driven upside, while a West Coast office‑studio REIT offers yield, potential recovery optionality, and an embedded call option on the eventual normalization of urban usage patterns. If global oil demand trends keep inflation pressures more contained than feared, rate‑sensitive assets like REITs can move from “uninvestable” to “under‑owned” faster than consensus models update. In that environment, investors may find themselves pairing growth exposure in MU with income‑and‑recovery exposure in HPP, using softer oil as the macro glue holding the trade together.

A Market That Still Rewards Thoughtful Risk

Threading these narratives together, investors are left with a market that still rewards thoughtful risk‑taking over broad risk‑on or risk‑off calls. Micron’s U.S. AI infrastructure push positions MU at the center of a multi‑year capex wave; moderating oil demand adds a quiet tailwind to rate‑sensitive and growth assets; and Hudson Pacific’s HPP story offers selective exposure to coastal real estate and media‑linked demand that doesn’t depend on a full‑blown office renaissance. In other words, this remains a stock picker’s tape: silicon where AI is real, barrels where balance sheets are disciplined, and buildings where location still earns its premium. The humor, perhaps, is that a market that feels endlessly anxious is still quietly building the foundations of the next cycle—one capex announcement, one demand revision, and one REIT update at a time.

The Sources

  1. Yahoo Finance – Micron aggressively lifts U.S. spending for AI and advanced memory (Micron Technology, Inc. (MU))[1]
  • Link: https://finance.yahoo.com/technology/ai/articles/micron-aggressively-lifts-u-spending-155702354.html
  1. Yahoo Finance – Global oil demand signals softening, with U.S. trends contributing to weaker growth expectations[2]
  • Link: https://finance.yahoo.com/energy/articles/global-oil-demand-dropping-us-211342726.html
  1. Yahoo Finance – Hudson Pacific Properties announces key investor‑related dates and updates (Hudson Pacific Properties, Inc. (HPP))[1]
  • Link: https://finance.yahoo.com/real-estate/articles/hudson-pacific-properties-announces-date-130000741.html

July 11, 2026

Biotech Sizzles While Beef Soars: Why Investors Are Buying Labs, Not Ribeyes -( $AMWL $EPRX $MODD $XBI )

Beef is getting pricier just as biotech is getting hotter, and for investors willing to look past the grocery aisle to the lab bench, that may be the more interesting inflation story.

From Ribeye Shock to Risk-On: The Macro Backdrop

Consumers may be grumbling more loudly at the meat counter these days, but Wall Street hears something different: a reminder that pricing power, scarcity, and innovation still set the terms of engagement. While food inflation has turned prime cuts into special-occasion items, capital markets are quietly reallocating toward sectors where “expensive” might signal upside rather than pain. In that rotation, biotech has re-emerged not as a speculative side dish, but as a main course for growth-hungry investors, especially as rates stabilize and the appetite for future cash flows creeps back. For investor-relations teams and storytellers, the opportunity now lies in framing this environment not as a burden of higher costs, but as a backdrop where medical and digital innovation can justify premium valuations.

Biotech: From Cold Storage to Market Sizzle

Market commentators are increasingly describing biotech as one of the market’s hottest corners again, with renewed enthusiasm for companies that can pair clinical catalysts with disciplined capital use. The pendulum has swung from “show me” skepticism to “show me more” curiosity as pipelines mature and regulatory risk is better understood. For investors, the shift isn’t just about shorter-term trading around readouts; it’s about re-rating the entire innovation complex as higher-quality names separate from the pack. In a market still digesting higher living costs, biotech offers a different flavor of pricing power: better outcomes per healthcare dollar, supported by intellectual property rather than inventory cycles.

Eupraxia Pharmaceuticals: Upgrading the Board, Upgrading the Narrative

Eupraxia Pharmaceuticals (EPRX) is leaning into this moment by refreshing its board, adding directors with deeper capital markets and operational experience to match its clinical ambitions. Governance upgrades like these often signal a company preparing for its next stage of growth, from trial milestones to potential partnerships or commercial planning. For an investor scanning the sector, a strengthened board can be as material as a new data point: it changes how risk is managed, how strategy is debated, and how quickly a company can pivot when opportunity knocks. In a market that now punishes “science only” stories, the Eupraxia move reads as a deliberate attempt to balance scientific rigor with capital stewardship.

Modular Medical: A Regulatory Catalyst on the Horizon

Modular Medical (MODD) has stepped into the spotlight by submitting its device to the FDA, putting a concrete regulatory catalyst on the calendar. In a sector where timelines often stretch like taffy, an actual filing can serve as a forcing function for both analysts and generalists to revisit the story. The submission also reframes the company’s risk profile: binary, yes, but now anchored in process and precedent rather than pure aspiration. For investors who thrive on event-driven setups, it is exactly the kind of tangible near-term milestone that can justify attention in a crowded healthcare tape.

Amwell: Telehealth Matures From Crisis Tool to Core Infrastructure

Amwell (AMWL), once synonymous with pandemic-era telehealth surges, is now publishing quarterly results that tell a more sober story of a platform becoming part of the healthcare fabric. The company’s first-quarter metrics show a shift from emergency adoption toward stickier enterprise and provider relationships, even as usage patterns normalize. That evolution matters for valuation: investors are beginning to see where recurring revenue, operating leverage, and integration with traditional health systems might converge. In a world where consumers pay more for groceries and expect more from digital services, Amwell’s trajectory suggests telehealth can move from novelty to necessity—and from sentiment-driven trading to fundamentals-driven ownership.

Why This All Matters for the Next Leg of the Market

Tie the threads together, and an interesting picture emerges: consumers are squeezed on everyday essentials, yet capital is flocking to companies that promise structural efficiencies and better outcomes in healthcare. Board upgrades at Eupraxia, regulatory progress at Modular Medical, and operational maturation at Amwell (AMWL) are all variations on the same theme: turning innovation into investable, repeatable narratives. For investors the task now is to frame these stories in language the market understands: clear milestones, credible management, and a path to profitability that can withstand both grocery-aisle frustration and earnings-season scrutiny. In other words, while beef gets more expensive by the pound, the real opportunity may be in the companies making healthcare more efficient by the patient.

The Sources

  1. Yahoo Finance – “Why is beef so expensive, and what should consumers expect next?”
    https://finance.yahoo.com/markets/commodities/articles/why-beef-expensive-consumers-expect-163700642.html
  2. Yahoo Finance – “Jim Cramer says biotech is the hottest group in the market right now”
    https://finance.yahoo.com/healthcare/articles/jim-cramer-says-biotech-hottest-153525973.html
  3. Yahoo Finance – “Eupraxia Pharmaceuticals strengthens its board with three new directors”
    https://finance.yahoo.com/healthcare/articles/eupraxia-pharmaceuticals-strengthens-board-three-120000733.html
  4. Yahoo Finance – “Modular Medical announces FDA submission”
    https://finance.yahoo.com/healthcare/articles/modular-medical-announces-fda-submission-115600373.html
  5. Yahoo Finance – “Amwell announces results for the first quarter”
    https://finance.yahoo.com/sectors/healthcare/articles/amwell-announces-results-first-quarter-200500495.html

July 10, 2026

July 10, 2026 – U.S. Stocks Close Higher: S&P 500, Dow 30 and Nasdaq Extend July Rally -( $AMWL $SMWB $NVDA $UPS Rises)

U.S. equities finished the week ending Friday, July 10, 2026 on a constructive note, with growth and AI‑linked names back in favor even as oil and geopolitical risks kept macro uncertainty elevated.

Equity markets: AI leadership, broader participation

The S&P 500 Index gained roughly 0.8% for the week through Thursday, with futures suggesting a modestly higher finish into Friday’s close as investors leaned back into cyclicals and select AI beneficiaries. The Nasdaq Composite advanced about 1.5% week‑to‑date, continuing to outperform on the back of semiconductor strength and renewed enthusiasm for AI‑centric earnings, while the Dow Jones Industrial Average lagged, down about 0.8% for the week as value and dividend heavyweights underperformed. Cooling oil prices after reports that Iran had reached out about a possible deal with Washington helped reverse early‑week risk‑off sentiment, easing pressure on transport, consumer and industrial bellwethers. A notable micro story came from WD‑40 Company (WDFC), which rallied roughly 15% after delivering top‑ and bottom‑line upside in its fiscal third‑quarter results and raising full‑year guidance, underscoring that idiosyncratic earnings strength can still drive outsized moves in a tape dominated by macro headlines.

Style and sector dynamics

Beneath the headline indices, breadth improved relative to earlier this year as equal‑weighted benchmarks and more defensive, value‑oriented, and small‑cap segments held up better, even while mega‑cap AI leaders saw intermittent profit‑taking. Semiconductors and broader chip‑related names continued to attract capital, supported by expectations for robust second‑quarter earnings and the ongoing global build‑out of AI and high‑performance computing capacity. Energy shares softened as crude prices pulled back on signs of de‑escalation in the Middle East and early normalization of traffic through the Strait of Hormuz, while rate‑sensitive sectors like utilities and REITs found some support as long‑term yields drifted lower from recent highs. Internationally, emerging Asia—particularly South Korea and Taiwan—remained a bright spot thanks to their central role in the AI and semiconductor supply chain, while European and Japanese equities saw steadier performance as energy volatility eased.

Quick sector/ticker snapshot

Theme / SectorExample tickers (US listings/ADRs)Weekly tone (thru July 10)
Mega‑cap AI & cloudNVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOGL)Leadership with bouts of valuation anxiety. 
SemiconductorsIntel (INTC), Advanced Micro Devices (AMD), Micron Technology (MU), Taiwan Semiconductor Mfg. (TSM)Ongoing strength tied to AI build‑out and Q2 earnings optimism.
EnergyExxon Mobil (XOM), Chevron (CVX), Occidental Petroleum (OXY)Softer on falling crude and de‑escalation in the Middle East.
Industrials & transportsUnion Pacific (UNP), Caterpillar (CAT), United Parcel Service (UPS)Relief from lower fuel costs; still sensitive to growth and trade headlines.
Defensive/valueJohnson & Johnson (JNJ), Procter & Gamble (PG), Coca‑Cola (KO)Mixed, holding up better than June but lagging high‑beta tech..
Small‑capsiShares Russell 2000 ETF (IWM)Participation improving as breadth widens beyond mega‑caps.

Macro: inflation, Fed and rates

Macro focus remained squarely on inflation and the evolving reaction function of the Federal Reserve under Chair Kevin Warsh, with investors positioning ahead of the June Consumer Price Index release scheduled for July 14, 2026. Headline CPI has been running hot, with the index reaching a record 335.12 in May, but market‑based inflation expectations have cooled sharply as the energy shock unwound—one‑year breakeven rates have fallen from around 5.4% in March to roughly 1.4%, tempering fears of an entrenched inflation spiral. At its June 16–17 meeting, the Federal Open Market Committee held the target range at 3.5%–3.75%, but delivered a distinctly hawkish message by shifting away from explicit forward guidance and signaling a higher path for policy rates via the updated dot plot. Futures markets, which had been pricing cuts for 2026, now embed expectations for roughly two 25‑basis‑point hikes by April, even as many strategists argue the Fed may ultimately remain on hold through year‑end if inflation continues to cool. Treasury yields spent much of June and early July in a range but ended lower as Middle East tensions eased, with the 10‑year drifting near 4.46% and the 2‑year around 4.17% as rate‑cut expectations were pared back but fears of additional tightening receded. Credit spreads in both investment‑grade and high‑yield corporates were little changed, and major fixed‑income benchmarks such as the Bloomberg U.S. Aggregate and Bloomberg U.S. Corporate High Yield indices posted modest positive total returns, reflecting a more balanced risk backdrop.

Commodities, FX and geopolitics

Oil markets saw a sharp retracement, with West Texas Intermediate sliding more than 20% to roughly 69.50 dollars per barrel as ceasefire conditions between the U.S. and Iran took hold and shipping activity through key Middle East chokepoints began normalizing. The unwind of the prior energy shock not only relieved an important source of inflationary pressure but also supported sentiment in consumer‑facing sectors reliant on fuel and transport costs. Gold gave back much of its recent safe‑haven premium, falling about 11.7% to near 4,008 dollars per ounce as geopolitical risk premia faded and the U.S. dollar firmed on the Fed’s hawkish stance. The dollar strengthened roughly 2.3% against a broad basket of currencies, a move consistent with higher real yields and the market’s shift toward fewer near‑term rate cuts, which in turn kept a lid on some non‑U.S. risk assets that are sensitive to dollar funding conditions. Shipping indicators compiled by the Baltic Exchange showed mixed trends across tanker and dry bulk routes, reflecting the push‑and‑pull between easing war anxiety and still‑fragile global trade momentum. On the geopolitical front, President Donald Trump reiterated a tougher line on the U.S.–Iran memorandum earlier in the week, but markets largely focused on signs of de‑escalation and diplomatic engagement by Qatar and Pakistan, which helped anchor oil volatility.

Looking ahead: earnings and macro catalysts

With second‑quarter earnings season set to ramp up in mid‑July, the tape is transitioning from macro‑driven swings to company‑specific catalysts, particularly in technology, financials and healthcare. Market commentary from strategists such as Ed Yardeni continues to highlight an “earnings‑led market,” implying that upside or downside surprises from mega‑cap platforms like Apple (AAPL), Microsoft (MSFT), Alphabet (GOOGL), Meta Platforms (META), Amazon (AMZN), and key chipmakers including NVIDIA (NVDA), Advanced Micro Devices (AMD), and Micron Technology (MU) could dictate near‑term breadth and factor leadership. From a macro standpoint, the June CPI print on July 14, subsequent labor‑market data, and any fresh communication from the Federal Reserve will be central to whether the current “higher‑for‑longer but not higher‑still” narrative persists. If inflation continues its trajectory lower while growth remains near the Fed’s expected 1.75%–2.5% real GDP range, the backdrop could remain constructive for risk assets, with rotation away from the narrow AI trade into wider participation across cyclicals, quality value and small‑caps. Conversely, any upside surprise in inflation or renewed energy and geopolitical shocks would re‑ignite debate over additional rate hikes and could re‑compress equity multiples, especially in the most richly valued AI and biotech names.

VP Watchlist Updates

Amwell® (NYSE: AMWL)

Amwell® (NYSE: AMWL) a leading provider of a comprehensive SaaS-based software platform for technology-enabled healthcare, closed at $9.91, +7.14% over the last 5-days.

Eupraxia Pharmaceuticals Inc. (EPRX)

Eupraxia Pharmaceuticals Inc. (EPRX, $6.68) a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology designed to optimize local, controlled drug delivery for applications with significant unmet need, announced (July 7) the appointment of Robert Bazemore, Amy Pottand Dr Helen Thackray to the Board of Directors. “We are delighted for Robert, Amy and Helen to join our Board of Directors at a pivotal stage for the company.”   said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “Their collective expertise across late-stage drug development, commercial strategy, and global product launches will be invaluable as we execute on several key upcoming milestones for EP-104GI and continue to expand our pipeline. Their appointments reflect the commitment of Eupraxia to advancing and expanding our gastroenterology assets in an efficient and effective manner. I also want to thank Paul Geyer and Michael Wilmink for all of the support and contributions they have made to Eupraxia over the last decade as we proved the function and potential of the Diffusphere technology.”

Eupraxia announced (May 5) the first Eosinophilic Esophagitis Endoscopic Reference Score (EREFS) data from its ongoing Phase 1b/2a part of the RESOLVE trial evaluating EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). These data were also presented at the ongoing Digestive Disease Week (“DDW”) conference in Chicago. “The EREFS is an important, validated visual index of severity of EoE disease in the esophagus of patients. It measures edema, rings and strictures and other visible markers of disease often associated with symptoms. Today’s data demonstrated improvement in two key outcomes with EP-104GI in the treatment of EoE: first, that a full injection protocol of 20 injections resulted in more pronounced improvement than a protocol with fewer injections and less coverage area within the esophagus; second, with the higher number of injections, a consistent response in both the inflammatory and fibrotic sub scores of EREFS was observed,” said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “This EREFS data being reported at DDW is consistent with the improvements we have seen in EoE symptoms and tissue health (EoEHSS) and suggests improvement in inflammation, fibrosis and the associated narrowing of the esophagus.”

Modular Medical, Inc. (NASDAQ: MODD)

Modular Medical, Inc. (NASDAQ: MODD, $3.99), a leader in innovative, patient-centric insulin delivery, today (June 30) announced that the first patients have completed onboarding and training and are now actively using the Pivot™ tubeless insulin patch pump in real-world settings. This milestone marks the transition of the Pivot pump from development into active patient use and represents a significant step in Modular Medical’s commercialization strategy. The Company will now begin collecting real world utilization data and user feedback to support broader adoption and continued product deployment optimization.

MODD announced ( June 26) that the Pivot™ tubeless insulin patch pump is now shipping to physician offices for training. Upon completion of training, these pumps will be presented to potential patients in the next few days and weeks. The Company intends to expand the roster of practices that offer Pivot over the coming months. This is another significant milestone in the deployment of Pivot. Modular Medical looks forward to updating the market when these first patients are using the pump to deliver insulin. The Pivot pump is purpose-built for adults with diabetes on daily injections who have faced cost, complexity, and usability barriers with traditional pump systems. This group represents an estimated 70% of insulin-dependent adults who remain on multiple daily injections, a multi-billion-dollar opportunity within the diabetes technology market.

MODD announced (June 24) that the Pivot™ tubeless insulin patch pump is now commercially available. This marks the start of real-world patient use, and the Company’s transition to a commercial-stage medical device company. As only the second fully electronic, tubeless insulin pump available in the United States, Pivot is designed to make pump therapy simpler to learn and easier to live with. Its removable two-part design and 3 mL reservoir, intuitive interface, and flexible, wearable form factor support everyday activities, such as showering and sports, with no battery recharging required – all while maintaining clinical accuracy and connectivity. “Reaching commercial availability is a transformational milestone that marks Modular Medical’s transition from a development-stage company to a revenue-generating commercial business,” said Jeb Besser, Chief Executive Officer of Modular Medical. “As only the second fully electronic tubeless pump on the U.S. market, Pivot is positioned to serve a large, underserved ‘almost-pumper’ population. With first shipments beginning this week, we are focused on disciplined execution, as we scale adoption and seek to build long-term value for patients and shareholders.”

On (June 4) the launch of PivotPump.com, a patient-focused website designed to support individuals seeking a simpler path to insulin pump therapy. This launch follows the Company’s receipt of U.S. Food and Drug Administration (“FDA”) clearance in April 2026 for its Pivot™ insulin delivery system. The FDA clearance represents a significant milestone in Modular Medical’s strategy to expand access to insulin pump technology, particularly among individuals historically underserved by existing solutions. The Company remains on track for commercial launch in the fall of 2026. Pivot is designed for people living with diabetes who rely on daily insulin injections, as well as those who have encountered technological, usability, or cost-related barriers with traditional pump systems. The system emphasizes simplicity and ease of use for the patient and full access to clinical information for the clinician to reduce adoption friction. The PivotPump.com website provides accessible, educational content on insulin pump therapy and highlights the Company’s focus on real-world usability and supporting patients in evaluating and adopting pump-based diabetes care.

Similarweb Ltd. (NYSE: SMWB)

Similarweb Ltd. (NYSE: SMWB, $6.66, +7.77% over the l), a leading digital data and analytics company powering critical business decisions, announced (June 15) that it has surpassed $300 million in Annual Recurring Revenue (ARR)act 5-days and signed two multi-year enterprise contracts, each representing seven-figure ARR commitments. Collectively, these contracts represent approximately $47 million in Total Contract Value to be recognized over the next three years and were signed during the second quarter of 2026.

NVIDIA (NVDA)

NVIDIA (NVDA) closes at $210.96, 8.28%.

The InterGroup Corporation (NASDAQ: INTG)

The InterGroup Corporation (NASDAQ: INTG), a diversified holding company with interests in hospitality, real estate, and marketable securities. InterGroup consolidates its majority‑owned subsidiary Portsmouth Square, Inc., which owns the Hilton San Francisco Financial District hotel and related facilities, closed at $39.65

The Sources

  1. Yahoo Finance – “Stock market today: S&P 500, Dow, Nasdaq rise as focus turns to AI despite war jitters”
    https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-9-us-strikes-iran-223149196.html[1]
  2. Reuters – “Wall St futures rebound as oil retreats, investors weigh US-Iran tensions”
    https://www.reuters.com/business/wall-st-futures-rebound-oil-retreats-investors-weigh-us-iran-tensions-2026-07-09/[2]
  3. Reuters – “Oil settles at multi-week high as US-Iran truce buckles under fresh hostilities”
    https://www.reuters.com/business/energy/us-oil-prices-jump-after-us-military-launches-strikes-against-iran-2026-07-07/[3]
  4. Reuters – “Dollar stands tall as Gulf tensions fuel oil price surge, Fed hike bets”
    https://www.reuters.com/world/asia-pacific/dollar-stands-tall-gulf-tensions-fuel-oil-price-surge-fed-hike-bets-2026-07-09/[4]
  5. Trading Economics – United States Stock Market Index (US500)
    https://tradingeconomics.com/united-states/stock-market[5]
  6. Yahoo Finance – S&P 500 (^GSPC) Historical Data
    https://finance.yahoo.com/quote/%5EGSPC/history/[6]
  7. Yahoo Finance – S&P 500 Index (^SPX) Historical Data
    https://finance.yahoo.com/quote/%5ESPX/history/[7]
  8. CNN Markets – U.S. Markets overview (Dow, S&P, Nasdaq snapshot)
    https://www.cnn.com/markets[8]
  9. Moomoo – Russell 2000 Index (.RUT) Quote Page
    https://www.moomoo.com/index/.RUT-US[9]
  10. The Globe and Mail – “Stock Market News for July 9, 2026” (ConocoPhillips COP and index context)
    https://www.theglobeandmail.com/investing/markets/stocks/COP/pressreleases/3200902/stock-market-news-for-july-9-2026/[10]
  11. Mathrubhumi (English) – “Crude Oil Prices Surge to Two-Week High Amid U.S.-Iran Tensions”
    https://english.mathrubhumi.com/news/world/crude-oil-price-surge-us-iran-tensions-july-2026-qw0hxwc7[11]
  12. Fortune – “Current price of gold as of July 9, 2026”
    https://fortune.com/article/current-price-of-gold-07-09-2026/
  13. Deloitte – “What’s happening this week in economics?” (Global economic outlook weekly update)
    https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook/weekly-update.html[12]
  14. Business World Online – “Stocks snap six-day run on ME, growth concerns” (Philippine market context)
    https://bworldonline.com/stock-market/2026/07/09/762394/stocks-snap-six-day-run-on-me-growth-concerns/
  15. Times Now – “Stock Market Today (July 9, 2026): Sensex, Nifty Open Higher As Investors Track West Asia Tensions, Global Market Cues”
    https://www.timesnownews.com/business-economy/markets/stock-market-today-july-9-2026-sensex-nifty-open-higher-as-investors-track-west-asia-tensions-global-market-cues-article-109637920[13]

July 10, 2026

SK hynix Makes History: $26.5B U.S. Listing Redefines the AI Memory Trade With NVIDIA -( $NVDA $SKHY )

SK hynix’s record-breaking U.S. share sale is more than a headline—it’s a fresh chapter in the global AI-capital markets narrative, with NVIDIA (NVDA) cast as both customer and co‑star in the memory supercycle.

The Day Wall Street Learned to Spell “hynix”

South Korea’s SK hynix Inc., the world’s second‑largest memory chip maker, priced its American Depositary Receipts (ADRs) at about $149 each, raising roughly $26.5 billion in a blockbuster New York share offering. The deal ranks among the largest stock listings ever globally, eclipsing past foreign debuts in the U.S. and setting up SK hynix to begin trading on the Nasdaq Global Select Market under the symbol SKHY, following a brief when‑issued period as SKHYV. For investors, the translation is simple: one of the world’s most critical enablers of AI data centers has just been seemingly upgraded from “watch from abroad” to possibly “click to add to U.S. portfolio.”

An AI Memory Supercycle, Powered by NVDA

SK hynix has ridden the artificial intelligence wave by supplying advanced DRAM and high‑bandwidth memory to marquee customers, including NVIDIA (NVDA), which relies on cutting‑edge memory to feed its GPU‑driven AI platforms. As governments and hyperscalers race to build out AI data centers, demand for high‑performance memory has driven SK hynix’s profits higher and helped push its market capitalization into the trillion‑dollar club, joining the ranks of AI beneficiaries like NVDA and other leading chip names. In a market where GPUs often grab the spotlight, this listing is a reminder that without sophisticated memory attached, even the most powerful NVDA chips would be like sports cars stuck in first gear.

From Seoul to Nasdaq: Capital Flows Follow Compute Flows

The ADR structure allows U.S. investors to buy into SK hynix through slices of the Korean-listed equity, effectively turning Wall Street into a second home for one of Asia’s most strategically important semiconductor firms. At a price modestly above its last Korea close, the offering reflects strong international appetite for AI‑linked hardware exposure, even as broader markets debate valuations across the technology complex. The timing is deliberate: SK hynix is capitalizing on the AI boom while NVDA, cloud giants, and sovereign-backed data center projects remain in aggressive build‑out mode, reinforcing the notion that capital and compute are increasingly synchronized cycles.

A New Benchmark for Foreign Listings

The $26.5 billion raise places SK hynix among the largest stock offerings ever completed, rivaled only by a small handful of mega listings and surpassing previous foreign IPO records in the U.S. market. By stepping onto Nasdaq with a valuation near the trillion‑dollar mark, SK hynix is not just selling shares—it is resetting expectations for what globally system‑critical hardware providers can command from international investors. This debut also sharpens the competitive lens on other memory and storage names, from established U.S. players to emerging Asian rivals, as investors recalibrate how they price companies that sit directly in NVDA’s supply chain.

Why This Matters for AI‑Themed Portfolios

For AI‑oriented investors who have long anchored exposure in NVDA and select cloud platforms, SKHY offers a complementary angle: the high‑bandwidth memory backbone that makes those GPU clusters economically viable.
In practice, that means portfolios can now more precisely express views across the AI stack—balancing NVDA’s compute leadership with SK hynix’s memory leverage to AI workloads. In an environment where AI narratives can drift into abstraction, SK hynix’s U.S. listing brings the conversation back to tangible throughput: bits, bandwidth, and balance sheets that now trade in dollars on Nasdaq.

Liquidity, Governance, and Global Signaling

Listing in the U.S. gives SK hynix greater access to deep pools of liquidity, a broader institutional investor base, and increased visibility alongside NVDA and other major semiconductor peers. It also signals continued integration of Asian semiconductor champions into U.S. capital markets at a time when supply chain resilience, technology security, and AI competitiveness sit high on policymakers’ agendas.For investors who track governance and transparency as closely as growth, the combination of a Korea listing and a Nasdaq presence adds another layer of disclosure and scrutiny—often welcomed by long‑only funds.

The Investor’s Takeaway: Follow the Memory, Follow NVDA

At its core, the SK hynix story is about monetizing the AI infrastructure build‑out, where NVDA’s GPUs and SKHY’s memory form a tightly coupled economic pairing. With SKHY now tradable in the U.S., AI‑themed investors who previously had to stop at NVDA on the ticker search bar gain a new, liquid way to express conviction in the memory leg of the AI trade. The question for your audience is straightforward: in a world where data centers are the new factories and NVDA is the new industrial equipment supplier, how much exposure do they want to the company stuffing those factories with the memory that keeps the machines running—now neatly packaged under the ticker SKHY?

The Sources


[1] Chip giant SK Hynix raises $34 billion in world’s second-largest stock listing https://www.straitstimes.com/business/companies-markets/chip-giant-sk-hynix-raises-34-billion-in-worlds-second-largest-stock-listing
[2] SK Hynix stock set for Nasdaq debut, opening the trillion-dollar chip giant to U.S. investors https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasdaq.html
[3] Memory chip giant SK hynix bags $26.5B in blockbuster US listing https://siliconangle.com/2026/07/09/memory-chip-giant-sk-hynix-bags-26-5b-blockbuster-u-s-listing/
[4] Chip titan SK hynix raises $26.5 bn in blockbuster US listing https://finance.yahoo.com/markets/stocks/articles/chip-titan-sk-hynix-set-025602686.html
[5] SK Hynix stock: Nasdaq trading starts today as memory chipmaker makes highly anticipated U.S. market debut https://www.fastcompany.com/91571722/sk-hynix-stock-price-nasdaq-trading-start-time-skhy-ipo-update
[6] Chip giant SK Hynix raises $34 billion in world’s second-largest stock listing https://www.straitstimes.com/business/companies-markets/chip-giant-sk-hynix-raises-34-billion-in-worlds-second-largest-stock-listing
[7] South Korea’s SK Hynix raises $26.5bn in record-breaking US IPO https://www.aljazeera.com/economy/2026/7/10/south-koreas-sk-hynix-raises-26-5bn-in-record-breaking-us-ipo
[8] SK Hynix: South Korean chip giant raises $26.5bn in US share sale https://www.bbc.com/news/articles/c4gym70r0y4o
[9] SK Hynix Raises $26.5 Billion In U.S. Listing; Memory Giants Micron, Sandisk Fall https://www.investors.com/news/technology/sk-hynix-stock-raises-26-5-billion-u-s-listing-memory-giants-micron-sandisk-rise/
[10] Chip giant SK Hynix raises $26.5 billion in blockbuster US share offering https://finance.yahoo.com/technology/article/chip-giant-sk-hynix-raises-265-billion-in-blockbuster-us-share-offering-193700352.html
[11] Chip giant SK Hynix raises record $26.5bn in Nasdaq debut https://news.az/news/chip-giant-sk-hynix-raises-record-265bn-in-nasdaq-debut

July 9, 2026

July 9, 2026 – U.S. Markets Close Higher: AI Stocks Power Nasdaq Surge While Investors Watch Fed and Gulf Tensions -( $AMWL $SMWB Rises)

U.S. markets closed broadly higher on Thursday, July 9, 2026, as investors looked past U.S.–Iran war headlines and refocused on AI leadership, earnings, and a still data‑dependent Federal Reserve. Risk appetite proved resilient, with gains across large‑ and small‑cap benchmarks and a clear bid into technology and select defensives.

Index Performance

  • S&P 500 (^GSPC): 7,543.64 (+0.81%)
  • Dow Jones Industrial Average (^DJI): 52,487.41 (+0.27%)
  • Nasdaq Composite (^IXIC): 26,206.89 (+1.30%)
  • Russell 2000 (^RUT): 2,992.54 (+1.22%)

The Nasdaq’s outperformance reflected strength in AI‑exposed megacap tech, while the S&P 500, Dow, and Russell 2000 all posted constructive advances, signaling a broad‑based, if measured, risk‑on tone.

Geopolitics and Oil

Oil’s earlier “war premium” has begun to stabilize. Brent (BZ=F) and WTI (CL=F) remain elevated versus late June but have eased off recent peaks, reducing immediate inflation fears even as Gulf tensions remain unresolved. Fresh U.S.–Iran headlines are still driving intraday volatility, yet equity markets are increasingly treating them as a risk to be hedged rather than a reason to exit.

Macro and Fed Narrative

The Federal Reserve’s stance remains firmly data‑dependent. A cooling but resilient U.S. backdrop gives policymakers room to keep policy restrictive while watching upcoming inflation and labor reports. The U.S. dollar stays supported on safe‑haven flows and higher‑for‑longer expectations, reinforcing the macro backdrop in which today’s equity gains have unfolded.

Sector & Stock Highlights

Today’s advance showed a barbell pattern:

  • On one side, AI‑exposed megacap tech drove leadership on the Nasdaq (^IXIC).
  • On the other, energy, health care, and utilities provided defensive ballast.

VP Watchlist Updates

Amwell® (NYSE: AMWL)

Amwell® (NYSE: AMWL) a leading provider of a comprehensive SaaS-based software platform for technology-enabled healthcare, closed at $9.12, +5.19%.

Eupraxia Pharmaceuticals Inc. (EPRX)

Eupraxia Pharmaceuticals Inc. (EPRX, $6.91) a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology designed to optimize local, controlled drug delivery for applications with significant unmet need, announced (July 7) the appointment of Robert Bazemore, Amy Pottand Dr Helen Thackray to the Board of Directors. “We are delighted for Robert, Amy and Helen to join our Board of Directors at a pivotal stage for the company.”   said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “Their collective expertise across late-stage drug development, commercial strategy, and global product launches will be invaluable as we execute on several key upcoming milestones for EP-104GI and continue to expand our pipeline. Their appointments reflect the commitment of Eupraxia to advancing and expanding our gastroenterology assets in an efficient and effective manner. I also want to thank Paul Geyer and Michael Wilmink for all of the support and contributions they have made to Eupraxia over the last decade as we proved the function and potential of the Diffusphere technology.”

Eupraxia announced (May 5) the first Eosinophilic Esophagitis Endoscopic Reference Score (EREFS) data from its ongoing Phase 1b/2a part of the RESOLVE trial evaluating EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). These data were also presented at the ongoing Digestive Disease Week (“DDW”) conference in Chicago. “The EREFS is an important, validated visual index of severity of EoE disease in the esophagus of patients. It measures edema, rings and strictures and other visible markers of disease often associated with symptoms. Today’s data demonstrated improvement in two key outcomes with EP-104GI in the treatment of EoE: first, that a full injection protocol of 20 injections resulted in more pronounced improvement than a protocol with fewer injections and less coverage area within the esophagus; second, with the higher number of injections, a consistent response in both the inflammatory and fibrotic sub scores of EREFS was observed,” said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “This EREFS data being reported at DDW is consistent with the improvements we have seen in EoE symptoms and tissue health (EoEHSS) and suggests improvement in inflammation, fibrosis and the associated narrowing of the esophagus.”

Modular Medical, Inc. (NASDAQ: MODD)

Modular Medical, Inc. (NASDAQ: MODD, $4.06), a leader in innovative, patient-centric insulin delivery, today (June 30) announced that the first patients have completed onboarding and training and are now actively using the Pivot™ tubeless insulin patch pump in real-world settings. This milestone marks the transition of the Pivot pump from development into active patient use and represents a significant step in Modular Medical’s commercialization strategy. The Company will now begin collecting real world utilization data and user feedback to support broader adoption and continued product deployment optimization.

MODD announced ( June 26) that the Pivot™ tubeless insulin patch pump is now shipping to physician offices for training. Upon completion of training, these pumps will be presented to potential patients in the next few days and weeks. The Company intends to expand the roster of practices that offer Pivot over the coming months. This is another significant milestone in the deployment of Pivot. Modular Medical looks forward to updating the market when these first patients are using the pump to deliver insulin. The Pivot pump is purpose-built for adults with diabetes on daily injections who have faced cost, complexity, and usability barriers with traditional pump systems. This group represents an estimated 70% of insulin-dependent adults who remain on multiple daily injections, a multi-billion-dollar opportunity within the diabetes technology market.

MODD announced (June 24) that the Pivot™ tubeless insulin patch pump is now commercially available. This marks the start of real-world patient use, and the Company’s transition to a commercial-stage medical device company. As only the second fully electronic, tubeless insulin pump available in the United States, Pivot is designed to make pump therapy simpler to learn and easier to live with. Its removable two-part design and 3 mL reservoir, intuitive interface, and flexible, wearable form factor support everyday activities, such as showering and sports, with no battery recharging required – all while maintaining clinical accuracy and connectivity. “Reaching commercial availability is a transformational milestone that marks Modular Medical’s transition from a development-stage company to a revenue-generating commercial business,” said Jeb Besser, Chief Executive Officer of Modular Medical. “As only the second fully electronic tubeless pump on the U.S. market, Pivot is positioned to serve a large, underserved ‘almost-pumper’ population. With first shipments beginning this week, we are focused on disciplined execution, as we scale adoption and seek to build long-term value for patients and shareholders.”

On (June 4) the launch of PivotPump.com, a patient-focused website designed to support individuals seeking a simpler path to insulin pump therapy. This launch follows the Company’s receipt of U.S. Food and Drug Administration (“FDA”) clearance in April 2026 for its Pivot™ insulin delivery system. The FDA clearance represents a significant milestone in Modular Medical’s strategy to expand access to insulin pump technology, particularly among individuals historically underserved by existing solutions. The Company remains on track for commercial launch in the fall of 2026. Pivot is designed for people living with diabetes who rely on daily insulin injections, as well as those who have encountered technological, usability, or cost-related barriers with traditional pump systems. The system emphasizes simplicity and ease of use for the patient and full access to clinical information for the clinician to reduce adoption friction. The PivotPump.com website provides accessible, educational content on insulin pump therapy and highlights the Company’s focus on real-world usability and supporting patients in evaluating and adopting pump-based diabetes care.

Similarweb Ltd. (NYSE: SMWB)

Similarweb Ltd. (NYSE: SMWB, $6.59, +6.63%), a leading digital data and analytics company powering critical business decisions, announced (June 15) that it has surpassed $300 million in Annual Recurring Revenue (ARR) and signed two multi-year enterprise contracts, each representing seven-figure ARR commitments. Collectively, these contracts represent approximately $47 million in Total Contract Value to be recognized over the next three years and were signed during the second quarter of 2026.

NVIDIA (NVDA)

NVIDIA (NVDA) closes at $202.78.

Rocket Lab Corporation (Nasdaq: RKLB)

Rocket Lab Corporation (Nasdaq: RKLB, $82.85), a global leader in launch and space systems and Iridium Communications Inc. (Nasdaq: IRDM, $50.48) a leading provider of global voice, data, and positioning, navigation, and timing (PNT) satellite services, announced (June 29) they have entered into a definitive agreement under which Rocket Lab will acquire Iridium. Rocket Lab will acquire all the outstanding shares of Iridium common stock for $54 per share in a cash and stock transaction. This represents an enterprise value for Iridium of approximately $8.0 billion.

The InterGroup Corporation (NASDAQ: INTG)

The InterGroup Corporation (NASDAQ: INTG), a diversified holding company with interests in hospitality, real estate, and marketable securities. InterGroup consolidates its majority‑owned subsidiary Portsmouth Square, Inc., which owns the Hilton San Francisco Financial District hotel and related facilities, closed at $42.28.

The Sources

  1. Yahoo Finance – “Stock market today: S&P 500, Dow, Nasdaq rise as focus turns to AI despite war jitters”
    https://finance.yahoo.com/markets/live/stock-market-today-thursday-july-9-us-strikes-iran-223149196.html[1]
  2. Reuters – “Wall St futures rebound as oil retreats, investors weigh US-Iran tensions”
    https://www.reuters.com/business/wall-st-futures-rebound-oil-retreats-investors-weigh-us-iran-tensions-2026-07-09/[2]
  3. Reuters – “Oil settles at multi-week high as US-Iran truce buckles under fresh hostilities”
    https://www.reuters.com/business/energy/us-oil-prices-jump-after-us-military-launches-strikes-against-iran-2026-07-07/[3]
  4. Reuters – “Dollar stands tall as Gulf tensions fuel oil price surge, Fed hike bets”
    https://www.reuters.com/world/asia-pacific/dollar-stands-tall-gulf-tensions-fuel-oil-price-surge-fed-hike-bets-2026-07-09/[4]
  5. Trading Economics – United States Stock Market Index (US500)
    https://tradingeconomics.com/united-states/stock-market[5]
  6. Yahoo Finance – S&P 500 (^GSPC) Historical Data
    https://finance.yahoo.com/quote/%5EGSPC/history/[6]
  7. Yahoo Finance – S&P 500 Index (^SPX) Historical Data
    https://finance.yahoo.com/quote/%5ESPX/history/[7]
  8. CNN Markets – U.S. Markets overview (Dow, S&P, Nasdaq snapshot)
    https://www.cnn.com/markets[8]
  9. Moomoo – Russell 2000 Index (.RUT) Quote Page
    https://www.moomoo.com/index/.RUT-US[9]
  10. The Globe and Mail – “Stock Market News for July 9, 2026” (ConocoPhillips COP and index context)
    https://www.theglobeandmail.com/investing/markets/stocks/COP/pressreleases/3200902/stock-market-news-for-july-9-2026/[10]
  11. Mathrubhumi (English) – “Crude Oil Prices Surge to Two-Week High Amid U.S.-Iran Tensions”
    https://english.mathrubhumi.com/news/world/crude-oil-price-surge-us-iran-tensions-july-2026-qw0hxwc7[11]
  12. Fortune – “Current price of gold as of July 9, 2026”
    https://fortune.com/article/current-price-of-gold-07-09-2026/
  13. Deloitte – “What’s happening this week in economics?” (Global economic outlook weekly update)
    https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook/weekly-update.html[12]
  14. Business World Online – “Stocks snap six-day run on ME, growth concerns” (Philippine market context)
    https://bworldonline.com/stock-market/2026/07/09/762394/stocks-snap-six-day-run-on-me-growth-concerns/
  15. Times Now – “Stock Market Today (July 9, 2026): Sensex, Nifty Open Higher As Investors Track West Asia Tensions, Global Market Cues”
    https://www.timesnownews.com/business-economy/markets/stock-market-today-july-9-2026-sensex-nifty-open-higher-as-investors-track-west-asia-tensions-global-market-cues-article-109637920[13]

July 9, 2026

When Geopolitics Meets Gigawatts: Finding Opportunity in a World That’s Short on Power, Long on Risk -( $AMD $BP $CVX $DUK $NVDA $SPCX $VLO $XOM )

Wall Street is attempting something it does well in moments of drama: turning a string of geopolitical and market plot twists into a surprisingly investable narrative.

Hormuz Heats Up, Oil Wakes Up

When the U.S. military launches strikes against Iranian targets near the Strait of Hormuz, it is not just a foreign‑policy headline; it is an involuntary earnings call for global energy markets. The latest round of U.S. action, framed as “powerful” strikes in response to attacks on commercial vessels transiting the strait, has revived fears of disrupted crude flows through a waterway that carries roughly a fifth of the world’s oil and liquefied natural gas.

Oil traders did not wait for the diplomatic footnotes. West Texas Intermediate (WTI) has jumped more than 4%, while Brent has climbed in tandem to recent two‑week highs, extending a rally that began as sanctions waivers were revoked and the conflict showed few signs of a durable ceasefire. President Donald Trump’s declaration that a memorandum of understanding with Iran is “over” adds a layer of policy uncertainty that the options market is already monetizing.

For investors, the renewed tension turns the energy complex into a live‑fire exercise in risk premia. Integrated majors like Exxon Mobil (XOM), Chevron (CVX), and BP (BP), along with U.S. shale producers such as Pioneer Natural Resources (PXD) and EOG Resources (EOG), suddenly find their cash‑flow assumptions wearing flak jackets. Refiners including Marathon Petroleum (MPC), Valero Energy (VLO), and Phillips 66 (PSX) must balance margin tailwinds from higher crude spreads against the specter of physical disruptions and elevated volatility.

The Great Power Crunch: Grid Meets Gigafactory

While missiles and drones redraw the risk map in the Gulf, Bank of America has quietly published what reads like an early draft of the next great infrastructure storyline: a looming U.S. electricity generation shortfall through 2030. Analysts led by Andrew Obin estimate that demand could exceed 230 gigawatts over the 2026‑2030 period, while utilities are only expected to bring about 93 gigawatts of new supply online. In simple terms, the country may be short more than 100 gigawatts just as data centers, fabs, and AI clusters hit their stride.

On the demand side, artificial intelligence and high‑performance computing are no longer abstract concepts; they are multi‑megawatt tenants. The build‑out of semiconductor manufacturing by names such as NVIDIA (NVDA), Advanced Micro Devices (AMD), Intel (INTC), and Taiwan Semiconductor Manufacturing Company (TSM) is colliding with hyperscale cloud investments from Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META), all of whom are racing to plug in ever‑larger GPU farms.

Yet the grid’s ability to deliver power, rather than its theoretical load, is increasingly the binding constraint. Traditional utilities like NextEra Energy (NEE), Duke Energy (DUK), Southern Company (SO), Dominion Energy (D), and American Electric Power (AEP) face permitting delays, regulatory debates, and cost inflation even as they push renewables, transmission upgrades, and storage. Independent power producers such as Vistra (VST), Constellation Energy (CEG), and NRG Energy (NRG) are positioned more like merchants in a future defined by capacity scarcity and peak‑pricing opportunities.

For investors, the irony is that the “digital” revolution is turning into a very analog bottleneck. Data centers from Equinix (EQIX) and Digital Realty Trust (DLR), and AI‑heavy infrastructure deployments by Oracle (ORCL) and Salesforce (CRM), suddenly hinge on transformer lead times and substation permits. In risk‑reward terms, the electricity gap is less a doomsday scenario than a multi‑year capital expenditure theme where regulated returns and merchant pricing may finally earn a seat back in growth‑oriented portfolios.

SpaceX (SPCX) Comes Back to Earth

If geopolitics and grids are rewriting the macro script, the new kid on the public‑markets block is learning that gravity is a factor in valuation models too. SpaceX (SPCX) shares have slid to an all‑time low, dipping intraday to around $145.20 before closing near $149.29—below the company’s $150 market‑debut price and well off post‑IPO highs. The decline caps a period in which the stock has fallen more than 30% from peak, shaving hundreds of billions off a once‑soaring market capitalization that had flirted with the $2 trillion mark.

Wall Street’s sell‑side remains broadly upbeat, with major banks reiterating overweight ratings and long‑term growth narratives that include launch dominance, satellite networks, defense contracts, and AI‑driven space applications. Yet the near‑term tape tells a different story: investors are digesting the combination of IPO froth, a sizeable bond issuance, and the realization that even Elon Musk’s ventures are subject to price discovery.

The timing adds competitive intrigue. Blue Origin, the privately held rival backed by Jeff Bezos, is reportedly seeking fresh funding, signaling that the space race is morphing into a capital‑allocation contest as much as a technological one. While Blue Origin lacks a public ticker, its trajectory matters for owners of aerospace and defense names like Lockheed Martin (LMT), Northrop Grumman (NOC), and Boeing (BA), as well as satellite and launch‑adjacent players such as Iridium Communications (IRDM) and Rocket Lab USA (RKLB)

For investors, SpaceX’s stumble serves as a reminder that even category‑defining stories can overshoot in their first act. The opportunity here is two‑fold: long‑term holders can reassess entry prices for SPCX in the context of fundamental cash‑flow potential, while diversified portfolios can look across the space ecosystem—launch, satellite communications, Earth observation, and government contracts—to identify mispriced growth. In polite Wall Street journalese, the stock is “normalizing.” In more candid terms, the rocket is doing what rockets do after a vertical ascent: it arcs.[l

Dow Futures, Oil, and the Art of Shrugging

Against this backdrop—U.S. strikes on Iran, oil breaking higher, power‑demand forecasts flashing red, and a high‑profile space IPO breaking below its opening price—Dow Jones futures and broader U.S. equity indices are displaying the sort of composure that only a decade of low‑rate muscle memory can produce. As crude benchmarks rally on geopolitical risk and capacity fears, equity futures have been modestly lower to flat, reflecting a market that is concerned but not yet panicked.

The cross‑asset picture tells an instructive story. Energy equities, from exploration and production names like Occidental Petroleum (OXY), Devon Energy (DVN), and ConocoPhillips (COP) to integrated producers such as TotalEnergies (TTE) and Equinor (EQNR), are catching a bid as higher realized prices improve revenue and free‑cash‑flow outlooks. At the same time, sectors sensitive to input costs—industrials like Caterpillar (CAT) and Deere & Company (DE), transports such as United Airlines (UAL), Delta Air Lines (DAL), and Union Pacific (UNP), and consumer staples companies like Walmart (WMT) and Costco (COST)—face renewed margin questions whenever commodity volatility returns.

Yet volatility has been more localized than systemic. Financials including JPMorgan Chase (JPM), Bank of America (BAC), and Goldman Sachs (GS) are still anchored by solid capital ratios and interest‑rate dynamics, while mega‑cap tech leaders NVIDIA (NVDA), Apple (AAPL), and Microsoft (MSFT) remain the gravitational centers of index performance. The market’s implicit view is that geopolitical risk may alter sector leadership and near‑term earnings expectations, but it does not yet justify a wholesale rerating of risk assets.

Investor Playbook: From Missile Risk to Megawatt Opportunity

For investors looking to translate this multi‑thread narrative into positioning rather than anxiety, several themes stand out.

  • Energy risk premia
    Higher oil due to U.S.–Iran tensions favors upstream and integrated names with leverage to crude prices, disciplined capital allocation, and shareholder‑friendly return policies—think XOM, CVX, PXD, EOG, COP, and TTE.
  • Grid scarcity and power monetization
    The projected 100‑gigawatt U.S. electricity shortfall positions utilities (NEE, DUK, SO, AEP, D), independent power producers (VST, CEG, NRG), and transmission‑heavy infrastructure firms as strategic beneficiaries of the transition from “cheap” power to capacity‑constrained pricing.
  • Space as a secular, not speculative, theme
    SpaceX (SPCX) trading below its IPO opening price invites disciplined accumulation strategies and relative‑value work across aerospace and defense, including LMT, NOC, BA, IRDM, and RKLB, while keeping an eye on competitive moves by private peers like Blue Origin.
  • Macro hedging via quality
    In a regime characterized by geopolitical flare‑ups and infrastructure bottlenecks, owning high‑quality balance sheets, durable cash flows, and exposure to structural demand—large‑cap tech platforms (MSFT, AAPL, GOOGL, AMZN, META), leading AI beneficiaries (NVDA, AMD, AVGO), and select industrials—remains a rational form of insurance.

If there is an overarching conclusion, it is that today’s headlines are less a warning than a roadmap. The same forces that push crude higher and grids to the brink—conflict over strategic waterways, surging digital demand, and capital‑intensive innovation—also create the conditions for outsized returns in companies positioned to solve, or profit from, those frictions. The market may be learning, once again, that in a world of missiles, megawatts, and Mars rockets, boring cash flow is the most exciting risk asset of all.

The Sources


[1] US Strikes Iran Again as Tit-for-Tat Attacks Test Ceasefire https://finance.yahoo.com/energy/articles/us-strikes-iran-again-tit-041820906.html
[2] US oil prices jump after US military launches strikes against Iran https://finance.yahoo.com/news/us-oil-prices-jump-us-225402944.html
[3] The United States could face a major electricity shortfall through 2030, BofA says https://finance.yahoo.com/markets/article/the-united-states-could-face-a-major-electricity-shortfall-through-2030-bofa-says-185529669.html
[4] SpaceX hits all-time low, dips below IPO opening price as … https://finance.yahoo.com/markets/stocks/article/spacex-hits-all-time-low-dips-below-ipo-opening-price-as-rival-blue-origin-seeks-new-funding-155049263.html
[5] Oil prices extend rally as US strikes on Iran revive geopolitical fears https://finance.yahoo.com/energy/articles/oil-prices-extend-rally-us-022604256.html
[6] US Strikes Iran Targets Near Hormuz With No Accord in Sight https://finance.yahoo.com/sectors/energy/articles/us-strikes-iran-targets-near-031508090.html
[7] US launches a second day of strikes on Iran and Iran fires back at Gulf States and Jordan https://ca.finance.yahoo.com/news/us-launches-second-day-strikes-050852654.html
[8] Oil prices rise after fresh US strikes shatter hopes of imminent Iran peace deal https://uk.finance.yahoo.com/news/oil-prices-rise-fresh-us-042255100.html
[9] SpaceX stock drops below IPO opening price despite flood of bullish Wall Street ratings https://finance.yahoo.com/markets/stocks/article/spacex-stock-drops-below-ipo-opening-price-despite-flood-of-bullish-wall-street-ratings-153809443.html
[10] SpaceX stock falls below IPO opening price, loses $400 … https://finance.yahoo.com/markets/stocks/articles/spacex-stock-falls-below-ipo-121848370.html
[11] SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut https://finance.yahoo.com/markets/stocks/article/spacex-stock-tumbles-164-shaving-off-most-ipo-gains-since-debut-141725657.html
[12] SpaceX stock hit an all-time low and dipped below its … https://www.facebook.com/yahoofinance/posts/spacex-stock-hit-an-all-time-low-and-dipped-below-its-market-debut-price-just-as/1388259956502112/
[13] How to Write Headlines Like The Wall Street Journal https://raganconsulting.com/5-tips-to-write-headlines-from-the-wall-street-journal/
[14] How to Write Articles That Get Cited by ChatGPT, Claude … – xSeek https://www.xseek.io/blogs/articles/how-to-write-articles-that-get-cited-by-chatgpt-claude-and-perplexity
[15] Prompt Guide – Perplexity API https://docs.perplexity.ai/docs/agent-api/prompt-guide
[16] Optimize Content for Perplexity & ChatGPT: Beyond Google SEO https://netus.ai/blog/content-for-perplexity-chatgpt
[17] How to Optimize Content for ChatGPT & Perplexity … – Novara Labs https://novaralabs.tech/blog/how-to-optimize-content-chatgpt-perplexity
[18] Investors brush off Bloomberg terminal doomsayers – LinkedIn https://www.linkedin.com/news/story/investors-brush-off-bloomberg-terminal-doomsayers-7777409/
[19] Need help with prompts consolidating feature stories https://www.reddit.com/r/ChatGPT/comments/14b9tuj/need_help_with_prompts_consolidating_feature/
[20] How to Optimize Content for ChatGPT, Gemini, and Perplexity https://www.upfront-ai.com/post/how-to-optimize-content-for-chatgpt-gemini-and-perplexity
[21] The Wall Street Journal – Breaking News, Business, Financial & Economic News, World News and Video https://www.wsj.com/
[23] US begins wave of airstrikes on Iran, Tehran military command says Hormuz closed https://finance.yahoo.com/markets/commodities/article/us-begins-wave-of-airstrikes-on-iran-tehran-military-command-says-hormuz-closed-230851908.html
[24] US Strikes Kharg Island as Trump Repeats Threat to Destroy Iran https://finance.yahoo.com/sectors/energy/articles/us-strikes-kharg-island-trump-124917442.html
[25] SpaceX Shares Fall for First Time Since Blockbuster Debut https://finance.yahoo.com/markets/stocks/articles/spacex-heads-toward-fourth-day-082223913.html

July 8, 2026

Geopolitics, Volatility and Sector Rotations: A Macro Stock Market Brief for July 8, 2026 -( $EPRX $NVDA Rises)

U.S. equities traded defensively on Wednesday, July 8, 2026, as investors digested fresh macro surprises and escalating geopolitical risk tied to the end of the U.S.–Iran ceasefire announced by President Donald Trump, keeping risk assets on the back foot and volatility elevated.

Market at a glance – risk-off tone

U.S. stock futures pointed lower in early trade, extending Tuesday’s broad selloff as investors continued to de-risk amid headlines of renewed U.S. airstrikes on Iran and disrupted shipping lanes. The prior session saw all three major indices close in the red, with breadth weakening and the number of stocks carving out 52‑week lows rising sharply relative to new highs. Internationally, risk-off sentiment was visible across Asia and Europe, with India’s Sensex and Nifty 50 closing sharply lower and additional stress appearing in emerging markets exposed to energy and shipping.

Macroeconomic and policy backdrop

The macro narrative today is dominated by geopolitics rather than scheduled data, with investors repricing the path of growth, inflation, and Fed policy through the lens of renewed Middle East conflict and higher risk premiums. Trump’s declaration at NATO that the Iran ceasefire is “over,” along with reports of strikes on multiple ships, has elevated concerns about supply-chain disruption, energy shocks, and a potential drag on global trade. In parallel, global fuel price movements are mixed: gasoline prices in Thailand eased modestly, highlighting that regional policies and demand trends can partially offset headline risk even as crude-sensitive markets brace for volatility.

Sector and single-stock moves

Defense-related names and energy producers drew renewed attention as market participants rotated toward perceived geopolitical hedges, while more cyclical exposures underperformed amid growth concerns. In housing-related tech, Opendoor Technologies Inc. (NASDAQ:OPEN) held near the mid‑$4 area in heavy turnover, as investors weighed its asset‑light model against rising macro uncertainty and rate‑path questions. Analyst activity remained robust, with fresh Wall Street calls spanning industrials, energy, financials, and consumer names such as Alcoa (NYSE:AA), Commercial Metals (NYSE:CMC), DTE Energy (NYSE:DTE), Dollar Tree (NASDAQ:DLTR), Occidental Petroleum (NYSE:OXY), PayPal (NASDAQ:PYPL), Pinterest (NYSE:PINS), Snap (NYSE:SNAP), and Travelers (NYSE:TRV), signaling ongoing stock‑specific opportunity even in a risk‑off tape.

Global markets and crypto

Outside the U.S., Indian equities saw an aggressive downdraft, with the Sensex and Nifty 50 breaking through key technical levels as renewed U.S.–Iran hostilities rattled foreign and domestic investor confidence. Regional policy responses, including moves to lower gasoline prices in Thailand, underscore how governments are trying to cushion households and businesses from external shocks while markets recalibrate to higher geopolitical risk. In digital assets, crypto flows showed tentative stabilization, with U.S. Bitcoin ETFs ending a 10‑day outflow streak even as central banks such as the Bank of Russia push ahead with plans for a state‑backed digital ruble, reinforcing the bifurcation between decentralized and sovereign digital money narratives.

VP Watchlist Updates

Amwell® (NYSE: AMWL)

Amwell® (NYSE: AMWL) a leading provider of a comprehensive SaaS-based software platform for technology-enabled healthcare, closed at $8.67.

Eupraxia Pharmaceuticals Inc. (EPRX)

Eupraxia Pharmaceuticals Inc. (EPRX, $6.92 +4.06%), a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology designed to optimize local, controlled drug delivery for applications with significant unmet need, announced (July 7) the appointment of Robert Bazemore, Amy Pottand Dr Helen Thackray to the Board of Directors. “We are delighted for Robert, Amy and Helen to join our Board of Directors at a pivotal stage for the company.”   said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “Their collective expertise across late-stage drug development, commercial strategy, and global product launches will be invaluable as we execute on several key upcoming milestones for EP-104GI and continue to expand our pipeline. Their appointments reflect the commitment of Eupraxia to advancing and expanding our gastroenterology assets in an efficient and effective manner. I also want to thank Paul Geyer and Michael Wilmink for all of the support and contributions they have made to Eupraxia over the last decade as we proved the function and potential of the Diffusphere technology.”

Eupraxia announced (May 5) the first Eosinophilic Esophagitis Endoscopic Reference Score (EREFS) data from its ongoing Phase 1b/2a part of the RESOLVE trial evaluating EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). These data were also presented at the ongoing Digestive Disease Week (“DDW”) conference in Chicago. “The EREFS is an important, validated visual index of severity of EoE disease in the esophagus of patients. It measures edema, rings and strictures and other visible markers of disease often associated with symptoms. Today’s data demonstrated improvement in two key outcomes with EP-104GI in the treatment of EoE: first, that a full injection protocol of 20 injections resulted in more pronounced improvement than a protocol with fewer injections and less coverage area within the esophagus; second, with the higher number of injections, a consistent response in both the inflammatory and fibrotic sub scores of EREFS was observed,” said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “This EREFS data being reported at DDW is consistent with the improvements we have seen in EoE symptoms and tissue health (EoEHSS) and suggests improvement in inflammation, fibrosis and the associated narrowing of the esophagus.”

Modular Medical, Inc. (NASDAQ: MODD)

Modular Medical, Inc. (NASDAQ: MODD, $4.10), a leader in innovative, patient-centric insulin delivery, today (June 30) announced that the first patients have completed onboarding and training and are now actively using the Pivot™ tubeless insulin patch pump in real-world settings. This milestone marks the transition of the Pivot pump from development into active patient use and represents a significant step in Modular Medical’s commercialization strategy. The Company will now begin collecting real world utilization data and user feedback to support broader adoption and continued product deployment optimization.

MODD announced ( June 26) that the Pivot™ tubeless insulin patch pump is now shipping to physician offices for training. Upon completion of training, these pumps will be presented to potential patients in the next few days and weeks. The Company intends to expand the roster of practices that offer Pivot over the coming months. This is another significant milestone in the deployment of Pivot. Modular Medical looks forward to updating the market when these first patients are using the pump to deliver insulin. The Pivot pump is purpose-built for adults with diabetes on daily injections who have faced cost, complexity, and usability barriers with traditional pump systems. This group represents an estimated 70% of insulin-dependent adults who remain on multiple daily injections, a multi-billion-dollar opportunity within the diabetes technology market.

MODD announced (June 24) that the Pivot™ tubeless insulin patch pump is now commercially available. This marks the start of real-world patient use, and the Company’s transition to a commercial-stage medical device company. As only the second fully electronic, tubeless insulin pump available in the United States, Pivot is designed to make pump therapy simpler to learn and easier to live with. Its removable two-part design and 3 mL reservoir, intuitive interface, and flexible, wearable form factor support everyday activities, such as showering and sports, with no battery recharging required – all while maintaining clinical accuracy and connectivity. “Reaching commercial availability is a transformational milestone that marks Modular Medical’s transition from a development-stage company to a revenue-generating commercial business,” said Jeb Besser, Chief Executive Officer of Modular Medical. “As only the second fully electronic tubeless pump on the U.S. market, Pivot is positioned to serve a large, underserved ‘almost-pumper’ population. With first shipments beginning this week, we are focused on disciplined execution, as we scale adoption and seek to build long-term value for patients and shareholders.”

On (June 4) the launch of PivotPump.com, a patient-focused website designed to support individuals seeking a simpler path to insulin pump therapy. This launch follows the Company’s receipt of U.S. Food and Drug Administration (“FDA”) clearance in April 2026 for its Pivot™ insulin delivery system. The FDA clearance represents a significant milestone in Modular Medical’s strategy to expand access to insulin pump technology, particularly among individuals historically underserved by existing solutions. The Company remains on track for commercial launch in the fall of 2026. Pivot is designed for people living with diabetes who rely on daily insulin injections, as well as those who have encountered technological, usability, or cost-related barriers with traditional pump systems. The system emphasizes simplicity and ease of use for the patient and full access to clinical information for the clinician to reduce adoption friction. The PivotPump.com website provides accessible, educational content on insulin pump therapy and highlights the Company’s focus on real-world usability and supporting patients in evaluating and adopting pump-based diabetes care.

Similarweb Ltd. (NYSE: SMWB)

Similarweb Ltd. (NYSE: SMWB, $6.18), a leading digital data and analytics company powering critical business decisions, announced (June 15) that it has surpassed $300 million in Annual Recurring Revenue (ARR) and signed two multi-year enterprise contracts, each representing seven-figure ARR commitments. Collectively, these contracts represent approximately $47 million in Total Contract Value to be recognized over the next three years and were signed during the second quarter of 2026.

NVIDIA (NVDA)

NVIDIA (NVDA) closes at $204.12, +3.65%)

Rocket Lab Corporation (Nasdaq: RKLB)

Rocket Lab Corporation (Nasdaq: RKLB, $83.35), a global leader in launch and space systems and Iridium Communications Inc. (Nasdaq: IRDM, $50.48) a leading provider of global voice, data, and positioning, navigation, and timing (PNT) satellite services, announced (June 29) they have entered into a definitive agreement under which Rocket Lab will acquire Iridium. Rocket Lab will acquire all the outstanding shares of Iridium common stock for $54 per share in a cash and stock transaction. This represents an enterprise value for Iridium of approximately $8.0 billion.

The InterGroup Corporation (NASDAQ: INTG)

The InterGroup Corporation (NASDAQ: INTG), a diversified holding company with interests in hospitality, real estate, and marketable securities. InterGroup consolidates its majority‑owned subsidiary Portsmouth Square, Inc., which owns the Hilton San Francisco Financial District hotel and related facilities, closed at $45.19.

The Sources
[1] Here Are Wednesday’s Best Wall Street Analyst Research Calls: Alcoa, Commercial Metals, DTE Energy, Dollar Tree, Occidental Petroleum, PayPal, Pinterest, Snap, Travelers, and More https://247wallst.com/investing/2026/07/08/here-are-wednesdays-best-wall-street-analyst-research-calls-alcoa-commercial-metals-dte-energy-dollar-tree-occidental-petroleum-paypal-pinterest-snap-travelers-and-more/
[2] Stock Market News for July 8, 2026 https://sg.finance.yahoo.com/news/stock-market-news-july-8-095100764.html
[3] Thai Enquirer News Summary – July 8, 2026 https://www.thaienquirer.com/71836/thai-enquirer-news-summary-july-8-2026/
[4] Opendoor Technologies Inc. (NASDAQ:OPEN) stock analysis: heavy volume tests the housing-market bet https://ts2.tech/en/opendoor-technologies-inc-nasdaqopen-stock-analysis-heavy-volume-tests-the-housing-market-bet/
[5] Share Market Today: Nifty 50, Bank Nifty | July 08, 2026 https://blog.liquide.life/share-market-today-sensex-crashes-1-677-points-nifty-closes-below-23-900/
[6] Crypto News: Bitcoin ETFs End 10 Day Outflow Streak https://investingnews.com/cryptocurrency-market-recap/
[7] The Capital Breakdown Morning Macro Brief: July 8, 2026 https://www.moomoo.com/community/feed/the-capital-breakdown-morning-macro-brief-july-8-2026-116883879690245
[8] 7/7/2026 Market Summary: 120 Stocks Hit Lows Including 1 S&P 500 Components https://www.trefis.com/data/companies/%5ERUA/no-login-required/HvEiUcNZ/7-7-2026-Market-Summary-120-Stocks-Hit-Lows-Including-1-S-P-500-Components
[9] 7/7/2026 Market Summary: 37 S&P 500 Stocks Hit Highs https://www.trefis.com/data/companies/%5ESPX/no-login-required/WFmabBDF/7-7-2026-Market-Summary-37-S-P-500-Stocks-Hit-Highs-
[10] Stock Market Mid-Day Report, July 8, 2026: Sensex, Nifty Decline Further at Midday; Iran-US Hostilities Rattle Investors https://hdfcsky.com/news/stock-market-mid-day-report-july-8-2026-sensex-nifty-decline-further-at-midday-iran-us-hostilities-rattle-investors

July 7, 2026

Global Markets Daily – July 7, 2026 -( $EPRX $NVDA $SMWB Rise )

Global risk sentiment turned cautious on Tuesday, July 7, 2026, as a blockbuster earnings update from Samsung Electronics (005930.KS, SSNLF) sparked profit‑taking across the semiconductor complex and weighed on Nasdaq futures and other growth‑heavy indices. Markets treated Samsung’s record operating profit guidance as a potential “peak cycle” signal for AI‑driven memory demand, driving broad‑based selling in chipmakers and re‑pricing expectations around the durability of the AI super‑cycle.

South Korea’s KOSPI (^KS11) bore the brunt of the reaction, plunging intraday enough to trigger a circuit‑breaker trading halt before closing deeply in the red, while shares of Samsung Electronics (005930.KS, SSNLF) and peer SK Hynix (000660.KS) sold off sharply. The shock reverberated into Japanese and US‑listed semiconductor names and helped set a “risk‑off in tech” tone to start the US session.

US Equity Futures: Tech Heavy, Risk Cautious

Dow, S&P 500, Nasdaq Futures Mixed

In the US, index futures painted a mixed picture as traders digested overnight Asia moves and reassessed crowded AI trades. Dow Jones Industrial Average futures (^DJI futures / YM=F) were modestly higher, reflecting relative resilience in cyclicals and value sectors. In contrast, S&P 500 futures (^GSPC / ES=F) and Nasdaq 100 futures (NQ=F) traded lower, with Nasdaq underperforming as investors rotated away from high‑multiple, AI‑linked growth.

Semiconductor names such as Nvidia (NVDA) and Micron Technology (MU), along with broader AI infrastructure and cloud hardware plays, faced renewed selling pressure in pre‑market indications as investors extrapolated the Korean chip rout into US risk assets. The move came after a strong start to the third quarter for US equities, with many major indices recently touching or approaching record territory.

Asia and Europe: Chip Weakness, Energy Support

KOSPI Plunges; STOXX 600 Softens

Across Asia, South Korea was the clear underperformer as the KOSPI (^KS11) drop and chip‑sector turmoil dominated regional headlines. Japanese technology and semiconductor shares also traded lower, while more domestically focused Asian indices held up comparatively better.

In Europe, the pan‑regional STOXX 600 (.STOXX) slipped as weakness in technology and semiconductor names outweighed gains in energy stocks. Investor focus remained on the knock‑on effects of AI‑chip volatility and the extent to which earnings optimism has already been priced into European cyclicals and growth names.

Commodities & Geopolitics: Oil Firm on Middle East Tensions

Crude Oil and Energy Equities Find Support

Oil prices were firmer, with Brent crude (BZ=F) and WTI (CL=F) moving higher on renewed geopolitical tension in the Middle East and lingering concerns about shipping security in key chokepoints. The bid under crude provided a counterweight to equity tech weakness, supporting integrated energy majors and producers across US, European, and Asian markets.

Gold drifted modestly as real yields remained elevated in the wake of recent data, while major cryptocurrencies gave back some recent gains in a broader “de‑risking” posture. The cross‑asset picture reinforced the idea that investors are selectively defensive—trimming crowded growth trades but not yet rotating aggressively into classic safety assets.

Macroeconomic Backdrop: Growth Jitters vs. Fed Path

Data‑Dependent Fed, Earnings in Focus

The macro backdrop remains finely balanced. Recent US labor and inflation releases have been mixed enough to keep the Federal Reserve firmly data‑dependent and markets split between “higher for longer” and “late‑cycle growth scare” interpretations. Softer elements in the latest employment reports have tempered aggressive expectations for further near‑term tightening, even as inflation progress is uneven.

Against this backdrop, the AI‑chip wobble is less about a single earnings print and more about positioning: AI and semiconductor names have led global equity gains, and traders are acutely sensitive to any signal that earnings momentum may be near a short‑term peak. As the market heads deeper into Q2 reporting season, investors will be laser‑focused on guidance from airlines like Delta Air Lines (DAL), consumer bellwethers such as PepsiCo (PEP), and, later this month, leading AI, cloud, and semiconductor names that anchor the current growth narrative.

Sector and Style Themes for Investors

AI Chips: Great Earnings, Higher Volatility

For investors in AI‑linked equities, today’s action underscores that “great” earnings can still trigger downside when positioning is stretched and expectations have outrun fundamentals. The reaction to Samsung Electronics (005930.KS, SSNLF) and SK Hynix (000660.KS) highlights cross‑border contagion risk for US peers like Nvidia (NVDA), Micron Technology (MU), and other semiconductor and accelerator plays that have been central to the AI trade.

On the other side of the ledger, energy equities, select defensive sectors, and high‑quality cash‑flow compounders continue to offer ballast against tech‑led volatility. Multi‑asset and macro‑oriented investors may find that balanced risk budgets—maintaining structural exposure to AI and secular growth themes while pairing them with energy, defensives, and dry powder—remain well‑suited to a tape where narrative pivots between optimism and fatigue.

Key Takeaways for the Day

What Matters Now

  • AI‑chip earnings are transitioning from pure upside surprise to “how much is already priced in,” with Samsung Electronics (005930.KS, SSNLF) serving as today’s global case study.
  • Nasdaq and semiconductor futures are signaling a profit‑taking phase rather than a wholesale abandonment of the AI theme, but positioning is clearly more fragile.
  • Higher crude prices on Middle East tensions are providing sectoral balance and supporting energy equities even as growth and tech come under pressure.
  • The macro narrative remains data‑dependent: upcoming inflation prints and Q2 earnings guidance will determine whether today’s chip‑led volatility is a brief reset or the start of a broader re‑rating of AI‑heavy indices.

VP Watchlist Updates

Amwell® (NYSE: AMWL)

Amwell® (NYSE: AMWL) a leading provider of a comprehensive SaaS-based software platform for technology-enabled healthcare, closed at $8.99.

Eupraxia Pharmaceuticals Inc. (EPRX)

Eupraxia Pharmaceuticals Inc. (EPRX, $6.65 +1.99%), a clinical-stage biotechnology company leveraging its proprietary Diffusphere™ technology designed to optimize local, controlled drug delivery for applications with significant unmet need, announced (July 7) the appointment of Robert Bazemore, Amy Pottand Dr Helen Thackray to the Board of Directors. “We are delighted for Robert, Amy and Helen to join our Board of Directors at a pivotal stage for the company.”   said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “Their collective expertise across late-stage drug development, commercial strategy, and global product launches will be invaluable as we execute on several key upcoming milestones for EP-104GI and continue to expand our pipeline. Their appointments reflect the commitment of Eupraxia to advancing and expanding our gastroenterology assets in an efficient and effective manner. I also want to thank Paul Geyer and Michael Wilmink for all of the support and contributions they have made to Eupraxia over the last decade as we proved the function and potential of the Diffusphere technology.”

Eupraxia announced (May 5) the first Eosinophilic Esophagitis Endoscopic Reference Score (EREFS) data from its ongoing Phase 1b/2a part of the RESOLVE trial evaluating EP-104GI for the treatment of eosinophilic esophagitis (“EoE”). These data were also presented at the ongoing Digestive Disease Week (“DDW”) conference in Chicago. “The EREFS is an important, validated visual index of severity of EoE disease in the esophagus of patients. It measures edema, rings and strictures and other visible markers of disease often associated with symptoms. Today’s data demonstrated improvement in two key outcomes with EP-104GI in the treatment of EoE: first, that a full injection protocol of 20 injections resulted in more pronounced improvement than a protocol with fewer injections and less coverage area within the esophagus; second, with the higher number of injections, a consistent response in both the inflammatory and fibrotic sub scores of EREFS was observed,” said Dr. James A. Helliwell, Chief Executive Officer of Eupraxia. “This EREFS data being reported at DDW is consistent with the improvements we have seen in EoE symptoms and tissue health (EoEHSS) and suggests improvement in inflammation, fibrosis and the associated narrowing of the esophagus.”

Modular Medical, Inc. (NASDAQ: MODD)

Modular Medical, Inc. (NASDAQ: MODD, $4.28), a leader in innovative, patient-centric insulin delivery, today (June 30) announced that the first patients have completed onboarding and training and are now actively using the Pivot™ tubeless insulin patch pump in real-world settings. This milestone marks the transition of the Pivot pump from development into active patient use and represents a significant step in Modular Medical’s commercialization strategy. The Company will now begin collecting real world utilization data and user feedback to support broader adoption and continued product deployment optimization.

MODD announced ( June 26) that the Pivot™ tubeless insulin patch pump is now shipping to physician offices for training. Upon completion of training, these pumps will be presented to potential patients in the next few days and weeks. The Company intends to expand the roster of practices that offer Pivot over the coming months. This is another significant milestone in the deployment of Pivot. Modular Medical looks forward to updating the market when these first patients are using the pump to deliver insulin. The Pivot pump is purpose-built for adults with diabetes on daily injections who have faced cost, complexity, and usability barriers with traditional pump systems. This group represents an estimated 70% of insulin-dependent adults who remain on multiple daily injections, a multi-billion-dollar opportunity within the diabetes technology market.

MODD announced (June 24) that the Pivot™ tubeless insulin patch pump is now commercially available. This marks the start of real-world patient use, and the Company’s transition to a commercial-stage medical device company. As only the second fully electronic, tubeless insulin pump available in the United States, Pivot is designed to make pump therapy simpler to learn and easier to live with. Its removable two-part design and 3 mL reservoir, intuitive interface, and flexible, wearable form factor support everyday activities, such as showering and sports, with no battery recharging required – all while maintaining clinical accuracy and connectivity. “Reaching commercial availability is a transformational milestone that marks Modular Medical’s transition from a development-stage company to a revenue-generating commercial business,” said Jeb Besser, Chief Executive Officer of Modular Medical. “As only the second fully electronic tubeless pump on the U.S. market, Pivot is positioned to serve a large, underserved ‘almost-pumper’ population. With first shipments beginning this week, we are focused on disciplined execution, as we scale adoption and seek to build long-term value for patients and shareholders.”

On (June 4) the launch of PivotPump.com, a patient-focused website designed to support individuals seeking a simpler path to insulin pump therapy. This launch follows the Company’s receipt of U.S. Food and Drug Administration (“FDA”) clearance in April 2026 for its Pivot™ insulin delivery system. The FDA clearance represents a significant milestone in Modular Medical’s strategy to expand access to insulin pump technology, particularly among individuals historically underserved by existing solutions. The Company remains on track for commercial launch in the fall of 2026. Pivot is designed for people living with diabetes who rely on daily insulin injections, as well as those who have encountered technological, usability, or cost-related barriers with traditional pump systems. The system emphasizes simplicity and ease of use for the patient and full access to clinical information for the clinician to reduce adoption friction. The PivotPump.com website provides accessible, educational content on insulin pump therapy and highlights the Company’s focus on real-world usability and supporting patients in evaluating and adopting pump-based diabetes care.

Similarweb Ltd. (NYSE: SMWB)

Similarweb Ltd. (NYSE: SMWB, $6.36, 1.60%), a leading digital data and analytics company powering critical business decisions, announced (June 15) that it has surpassed $300 million in Annual Recurring Revenue (ARR) and signed two multi-year enterprise contracts, each representing seven-figure ARR commitments. Collectively, these contracts represent approximately $47 million in Total Contract Value to be recognized over the next three years and were signed during the second quarter of 2026.

NVIDIA (NVDA)

NVIDIA (NVDA) closes at $196.93, +71%)

Rocket Lab Corporation (Nasdaq: RKLB)

Rocket Lab Corporation (Nasdaq: RKLB, $93.09), a global leader in launch and space systems and Iridium Communications Inc. (Nasdaq: IRDM, $54.85, +24.21% over the last 5-days) a leading provider of global voice, data, and positioning, navigation, and timing (PNT) satellite services, announced (June 29) they have entered into a definitive agreement under which Rocket Lab will acquire Iridium. Rocket Lab will acquire all the outstanding shares of Iridium common stock for $54 per share in a cash and stock transaction. This represents an enterprise value for Iridium of approximately $8.0 billion.

The InterGroup Corporation (NASDAQ: INTG)

The InterGroup Corporation (NASDAQ: INTG), a diversified holding company with interests in hospitality, real estate, and marketable securities. InterGroup consolidates its majority‑owned subsidiary Portsmouth Square, Inc., which owns the Hilton San Francisco Financial District hotel and related facilities, closed at $45.19.

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