U.S. stocks ended the day modestly higher, supported by steady gains in large-caps and renewed strength in several growth names. The Dow Jones Industrial Average rose 104.05 points (+0.22%) to 47,954.99, while the S&P 500 added 13.28 points (+0.19%) to 6,870.40. The Nasdaq Composite outperformed, climbing 72.99 points (+0.31%) to 23,578.13.

Sector performance was mixed, with leadership in technology-adjacent groups and pockets of consumer strength, while more defensive or rate-sensitive sectors lagged. The S&P industry components ranged from modest gains to sharp declines, reflecting uneven risk sentiment heading into next week’s key economic events.

On the corporate front, several high-profile stocks staged strong moves of 2% or more, led by rebounds in software, airlines, chips, and select retail names. Conversely, a number of well-known names dropped more than 2%, including financial technology, consumer durables, and crypto-related equities. Momentum traders leaned into turnaround stories but rotated out of crowded trades in high-beta or speculative tech.

Index Performance

• Dow industrial average: 47,954.99 (+104.05 / +0.22%)

• S&P index: 6,870.40 (+13.28 / +0.19%)

• NASDAQ index: 23,578.13 (+72.99 / +0.31%)

S&P Sector Components — Strongest to Weakest

Top Performers

• $5COND (Consumer Discretionary): 1,930.52 (+8.48 / +0.44%)

• $5INFT (Information Technology): 5,778.77 (+26.02 / +0.45%)

• $5TELS (Telecom): 460.94 (+4.35 / +0.95%)

• SPF (Financials): 891.11 (+0.32 / +0.04%)

• $5REAS (Real Estate): 258.39 (+0.01 / +0.00%)

Laggards

• $5CONS (Consumer Staples): 869.65 (-2.31 / -0.26%)

• $5HLTH (Health Care): 1,783.39 (-7.37 / -0.41%)

• $5INDU (Industrials): 1,305.49 (-3.64 / -0.28%)

• SPN (Energy): 696.24 (-3.02 / -0.43%)

• $5MATR (Materials): 554.56 (-2.18 / -0.39%)

• $5UTIL (Utilities): 437.43 (-4.35 / -0.98%)

Summary:
Technology and consumer discretionary set the tone on the upside, while utilities, energy, and health care weighed on market breadth. Telecom outperformance reflected a rotation into communication-linked cyclicals. Defensive sectors lagged as Treasury yields held steady and traders favored growth pockets.

Notable Stock Gainers (Up 2% or More)

Big-Cap & Well-Followed Names

• Moderna – +8.73%

• Dollar Tree – +5.67%

• Southwest Airlines – +5.64%

• Adobe – +5.34%

• Salesforce – +5.27%

• Western Digital – +4.91%

• Micron – +4.64%

• Lululemon Athletica – +3.49%

• American Airlines – +3.35%

• Ciena Corp – +2.99%

• Airbnb – +2.90%

• Broadcom – +2.42%

• Macy’s – +2.37%

• Intel – +2.24%

• Palantir – +2.16%

• Fortinet – +2.04%

Narrative Summary:
Strong sessions in Adobe, Micron, Western Digital, and Broadcom point to renewed enthusiasm in AI-related and semiconductor ecosystems. Airlines (LUV, AAL) rallied sharply, reflecting easing cost concerns and travel demand optimism. Retail saw selective strength with Dollar Tree, Macy’s, and Lululemon advancing.

Notable Stock Decliners (Down 2% or More)

Largest Drops

• Paramount Skydance – –9.82%

• SoFi Technologies – –6.15%

• Whirlpool – –4.86%

• Nebius NV – –4.63%

• Robinhood Markets – –3.76%

• Strategy (MicroStrategy) – –3.75%

• Trump Media & Technology Group – –3.65%

• Grayscale Bitcoin (BTC) – –3.43%

• Bitcoin Futures – –3.02%

• BTC/USD – –2.98%

• ARK Genomic Revolution ETF – –2.95%

• Netflix – –2.90%

• Papa John’s – –2.83%

• Baker Hughes – –2.81%

• Snowflake – –2.55%

• Lennar – –2.26%

Narrative Summary:
Weakness clustered in crypto-linked names (MSTR, GBTC, BMC, BTC/USD), fintech (SOFI, HOOD), and select consumer durables such as Whirlpool. Netflix and Snowflake extended recent softness, while broader declines in biotech ETFs signaled risk-off sentiment in speculative growth pockets