Semiconductor and space stocks lead as market hits new highs — July 1, 2026
S&P 500 +0.79% · Nasdaq +1.52% · Dow +0.26% · VIX 16.4 — July 1, 2026
The S&P 500 and Nasdaq both climbed today—the latter by 1.52%—as investors kept buying into the same trade that's defined the first half of 2026: semiconductors, space, and battery technology. The Dow crossed 52,000 for the first time. Breadth was clean, with 61 of the top 100 most active stocks in the green. The macro backdrop was messy (US-Iran talks spooked futures, recession warnings circulated), but the actual tape told a different story. Money kept flowing into the same places it's been winning.
Semiconductor and industrial equipment stocks led the charge. Corning jumped 15.7% on industrial tailwinds, while chip-adjacent plays surged—BB up 9.5%, INTC and AMD grinding higher. The real action was in smaller, more volatile bets: SELLAS (SLS) ripped 24.7% on progress in its AML trial, FuelCell Energy (FCEL) added 24.2% as retail refused to take profits, and space plays went parabolic. AST SpaceMobile (ASTS) jumped 21.4% after a Rakuten-led Japan filing, while Rocket Lab (RKLB) rose 15.9% despite standing down a satellite launch. Bloom Energy (BE) gained 9.1% on the back of a $25 billion Brookfield partnership expansion.
One thing made the day notable: Lucid (LCID), the EV name everyone's been beating on, climbed 10%—not because of company news, but because the broader narrative of battery and energy stocks won out. Tesla predictions of parabolic moves post-July 2 are floating around; Bitcoin fell on rate-rise bets, which should have hurt MSTR, yet the company still gained 12.6%. No insider clusters today to point to—the insiders themselves stayed quiet. The machines and retail traders who run these stocks right now didn't need any help.
Market commentary generated from the day's data and headlines — not investment advice.
Biggest moves today
- SLS (SELLAS Life Sciences Group, Inc) ▲ +24.70% at $15.45 on 31.9M shares — SLS Stock Logs Record H1 As AML Trial Nears Finish Line — Why Are Retail Traders Refusing To Cash Out? (Stocktwits)
- FCEL (FuelCell Energy, Inc.) ▲ +24.17% at $29.80 on 21.0M shares — FCEL Stock's Massive Rally Rolls On: Is Retail Adding Or Cashing In On Gains? (Stocktwits)
- ASTS (AST SpaceMobile, Inc.) ▲ +21.44% at $86.77 on 32.1M shares — ASTS Stock Eyes Comeback After 4-Week Slide: Japan Filing Confirms Rakuten-Led Pick For Nearly $1B Push By SpaceX Rival (Stocktwits)
- RKLB (Rocket Lab Corporation) ▲ +15.93% at $98.01 on 41.9M shares — RKLB Stock Slips Overnight: Rocket Lab Stands Down From 92nd Satellite Launch For Japan’s QPS (Stocktwits)
- GLW (Corning Incorporated) ▲ +15.67% at $255.69 on 21.8M shares — 2 Mooning Industrials Stocks to Keep an Eye On and 1 We Find Risky (StockStory)
- MSTR (Strategy Inc) ▲ +12.60% at $92.68 on 43.5M shares — Bitcoin Falls on U.S. Rate-Rise Bets, Prospect of Strategy Bitcoin Sales (Barrons.com)
- LCID (Lucid Group, Inc.) ▲ +9.97% at $6.51 on 25.7M shares — Lucid Group (LCID) Rises Higher Than Market: Key Facts (Zacks)
- BB (BlackBerry Limited) ▲ +9.47% at $12.48 on 46.5M shares — Why Did INTC, AMD, BB Stocks Surge To 52-Week Highs? (Stocktwits)
- IONQ (IonQ, Inc.) ▲ +9.27% at $53.88 on 22.8M shares — IonQ, Inc. (IONQ) Stock Sinks As Market Gains: Here's Why (Zacks)
- BE (Bloom Energy Corporation) ▲ +9.12% at $275.01 on 16.7M shares — Brookfield Expands Bloom Energy AI Power Partnership to $25 Billion (Oilprice.com)
Most active by volume
| # | Ticker | Price | Change | Volume |
|---|---|---|---|---|
| 1 | CMCSA | $24.22 | +4.53% | 133.9M |
| 2 | AAL | $17.92 | +0.28% | 120.2M |
| 3 | NVDA | $194.97 | +1.27% | 146.6M |
| 4 | INTC | $131.72 | +2.65% | 105.0M |
| 5 | NOK | $13.03 | +0.15% | 93.4M |
| 6 | SMCI | $28.15 | -8.10% | 87.7M |
| 7 | OPEN | $4.60 | +5.26% | 78.0M |
| 8 | SOFI | $18.19 | +1.90% | 76.2M |
| 9 | T | $21.82 | -3.96% | 84.8M |
| 10 | SPCX | $164.19 | +7.15% | 79.2M |
| 11 | AMZN | $240.14 | +3.20% | 74.7M |
| 12 | SNAP | $4.42 | +0.23% | 58.3M |
| 13 | MU | $1145.28 | +1.14% | 59.9M |
| 14 | GRAB | $3.74 | +5.35% | 55.6M |
| 15 | VZ | $44.10 | -5.24% | 53.8M |
| 16 | FRSH | $10.21 | +3.65% | 53.0M |
| 17 | TSLA | $411.84 | +8.46% | 57.2M |
| 18 | MARA | $14.03 | -3.51% | 50.3M |
| 19 | ONDS | $8.02 | +2.43% | 55.8M |
| 20 | AAPL | $281.74 | -0.72% | 63.8M |
| 21 | PATH | $10.68 | +1.42% | 48.5M |
| 22 | PFE | $24.37 | +0.33% | 46.1M |
| 23 | BB | $12.48 | +9.47% | 46.5M |
| 24 | JOBY | $8.63 | -2.27% | 47.7M |
| 25 | BBD | $3.49 | +0.87% | 45.8M |
Market data from Yahoo Finance; insider data from SEC EDGAR Form 4. For research only — not investment advice. Verify on the official source before trading.
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