美股收盘：芯片股涨，SpaceX走高，EyePoint重挫

[music]

Bloomberg Audio Studios. Podcasts, radio, news.

This is the closing bell on this stock movers report. The [music] companies making moves at the close of US trading with Carol Massar, Tim Stenovec, [music] Romaine Bostick, and Katie Greifeld.

Let's go to some of the individual gainers if I may. I've got the gainers, Joe has the decliners, so I start with SanDisk. This is your number one gainer in both the S&P 500 and the Nasdaq 100. Really what we saw, you guys mentioned Isabel and Scarlet, the Anthropic investment. We continue or the Anthropic information in terms of its financials and just getting an idea of how big a business it's got and how much growth we are seeing.

So AI-linked stocks rising after Anthropic told prospective investors that its preliminary second quarter revenue was 11.5 billion. I know we got another number on them. So SanDisk, that stock was up almost 9% in today's session. Pick your name though. Marvell was also a high flyer up about 5 and 1/2% and Western Digital. That was good for gain of about 5.3% and then Coherent was up almost 7.8%. So again, keep in mind yes, it's at the Anthropic name, but once again investors, you know, just pushing what has been a common narrative.

This broader rally when it comes to memory and storage stocks after SanDisk outlined an upbeat multi-year financial outlook. We got that last week. SanDisk continuing to be really a high flyer this year. It is a top performing name by a wide margin in the S&P 500. So there's that group and then I just got to mention SpaceX because we've seen this name top in that Nasdaq 100 today up about 4 and 1/2% at the close. Investment firms for ultra-wealthy individ- individuals have built up billions of dollars of exposure to SpaceX.

So, more than a dozen family offices holding a total of at least 3.8 billion in SpaceX through the first half of 2026 is according to those US filings, 13F filings. Harvard too has a big stake, some 2.2 billion or nearly 13 million shares. So, you know, even though SpaceX has struggled a bit in terms of the trade coming off of the IPO, ultra wealthy, Harvard and some others, they definitely want to have a piece of SpaceX, Joe.

No doubt about it.

It's

Yeah.

It's interesting to see who's holding the stock now versus when it first went public.

It's a really good point, right? It has certainly moved along a little bit.

[laughter]

All right, you've got the decliners.

I've got the decliners. I've got a bit of a mixed bag. Mine doesn't have an a theme to it, but we're looking at I point shares. They had a record drop today. The drug developer said it's experimental treatment for an eye disease failed to meet a a primary goal in its late-stage trial. Uh this is called a wet age-related macular degeneration. Um the main thing here was uh Canter cut their rating on the company to neutral from overweight saying that the trial miss was, quote, a scenario so unlikely in our view that we hadn't even contemplated it in our bull, bear, base case scenario analysis in our recent initiation.

So, that was interesting. Uh they have another trial coming up that doesn't necessarily mean this is the end. So, that's one thing to keep an eye on. The next is Bally's, uh of course the casino entertainment company. Their shares tumbled the most intraday since February of last year after the company warned investors of, quote, substantial doubt that we'll be able to continue as a going concern. Um listen, the company reported financial results in the second quarter late Friday.

Citizens analyst Jordan Bender noted that the situation doesn't appear dire, but we do not believe the company has the ability to finish all of its projects without selling or bringing in a development partner at its current leverage levels. So, leverage is a massive thing there. That Listen, they also noted that they just closed a purchase of Sam's Town for an estimated 30 million. They have a $4 billion downstate New York casino project in in progress, which some folks around here might know about.

And of course, it has a Las Las Vegas development. And finally, I'm looking at JetBlue Airways. The shares dropped as much as 6.7% after Seaport Global Securities cut the recommendation on the airline to neutral from buy. As you know, Carol, I've been talking a lot about Hormuz and Iran today. Analyst Daniel McKenzie says the balance sheet risk moves to the front burner without the Strait of Hormuz open, which is a critical assumption around their upgrade back in April.

They note, "To be sure, jet fuel volatility is a challenge for all, but it's a disproportionate risk to JBLU given the elevated debt levels." So, that's just one more thing to watch.

ratings, guys.

No buy ratings, 10 holds, seven sells. Uh speaking of debt levels, let's talk about the bond market here. You can see a lot of red on the screen. Um a sell-off in Treasuries, particularly at the long end of the yield curve. Go straight to the bottom there for the 30-year yield, now at the highest since 2007, June of 2007. That is before the financial crisis. The 10-year yield also elevated insofar as it's at the highest level so far this month.

Um it's has not retraced to the highest level that we've seen in July, but still um that's quite some movement. Of course, uh the balance of risk seems increasingly tilted towards inflation, persistent inflation.

[music]

The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street. And for the latest market-moving headlines, listen to Bloomberg Radio live. Catch us on YouTube, bloomberg.com, [music] and on Apple CarPlay and Android Auto with the Bloomberg Business App.