Stock Market Buzz: What's Making Waves Today?

Inflation & Bond Yields

• Inflation numbers are improving, giving stocks a boost.
• Bond yields are dropping, but yesterday was rough, especially for tech stocks.
• The Nasdaq dropped almost 2% yesterday.

Nike in the Spotlight

• Tonight, all eyes are on Nike as it reports earnings.
• The company needs to show serious improvement to win back investors.

Micron's Big Win

• Micron (memory and storage for data centers) shares jumped 14% after beating expectations and raising guidance.
• Can Micron keep this momentum going?
• Watch out for Seagate and Western Digital too.

OpenAI & Tech Buzz

• Rumors suggest OpenAI could raise tens of billions at a massive valuation.
• If successful, it could be a big win for partners like Oracle.

Tesla & Alphabet

• Tesla's focus on self-driving and robots is making waves, helping companies like Waymo raise big bucks.
• Alphabet is back in the game with its Gemini project, which could challenge OpenAI.

Homebuilders Feeling the Pinch

• Lennar was downgraded to a sell.
• House prices are back to 2019 levels, and margins are shrinking.

Analyst Upgrades & Downgrades

• GE Vernova and Sherwin-Williams got upgrades from Jefferies and Citi, respectively.
• PayPal was downgraded to a sell by Morgan Stanley, predicting slow growth ahead.