Buffett's warning lands as tech selloff deepens uncertainty — July 4, 2026

S&P 500 +0.00% · Nasdaq -0.80% · Dow +1.14% · VIX 15.8 — July 4, 2026

The market split itself in half on a quiet holiday—the Dow climbed 1.14% while the Nasdaq sank 0.80%, with breadth firmly negative (43 up, 55 down in the top 100). The story wasn't about fireworks. It was about Buffett's latest warning to investors, which landed just as a wave of selling hit semiconductor and infrastructure stocks. The tape felt heavy.

Chip names got crushed. KLA dropped 11.5%, Navitas fell 12.5%, Marvell slid 9.8%—each with a headline asking whether the stock was worth owning. Corning, the glass-maker that had surged 318% in a year, lost 10.8%. CIFR, IREN, and TeraWulf all cratered on funding and competitive concerns. BlackBerry fell 10.1%. Lumen lost 10.1% despite an Alphabet story that had nothing to do with the company. The selling in chip equities came despite headlines claiming "techs' rise signals AI trend isn't over"—the disconnect between cheerleading and price action couldn't have been sharper.

Keel Infrastructure's 14.7% plunge on an Adeia patent dispute showed how quickly market narrative can swing from growth-at-any-price to litigation risk. One headline asked whether a funding round could help Cipher Digital surge; the market said no—down 12.3%.

No insider cluster buys showed up in the active list today. When corporate leaders aren't putting their own money to work during a selloff—even a modest one—it speaks louder than any analyst upgrade.

Market commentary generated from the day's data and headlines — not investment advice.

Biggest moves today

• KEEL (Keel Infrastructure Corp.) ▼ -14.68% at $4.59 on 49.3M shares — Adeia Picks a Fight, and Investors Pick the Exit (Trefis)
• NVTS (Navitas Semiconductor Corporati) ▼ -12.52% at $14.46 on 29.3M shares — Broadcom vs. Navitas Semiconductor: Which AI Chip Maker Stock Is a Better Buy in 2026? (Motley Fool)
• CIFR (Cipher Digital Inc.) ▼ -12.26% at $20.04 on 31.0M shares — Can The latest Funding Round Help Cipher Digital (CIFR) Stock Surge? (Insider Monkey)
• KLAC (KLA Corporation) ▼ -11.51% at $235.55 on 23.6M shares — Vltava Fund Exited KLA Corporation (KLAC) Amid Price-Quality Imbalance (Insider Monkey)
• GLW (Corning Incorporated) ▼ -10.81% at $196.79 on 20.0M shares — Corning Stock Rises 318.5% in a Year: Should You Invest Now? (Zacks)
• IREN (IREN LIMITED) ▼ -10.39% at $38.82 on 59.8M shares — Forget Nvidia: This Infrastructure Upstart Is The Real Backdoor AI Winner (Motley Fool)
• WULF (TeraWulf Inc.) ▼ -10.18% at $21.18 on 33.8M shares — Terawulf Insider Sold Shares Worth $3,656,950, According to a Recent SEC Filing (MT Newswires)
• BB (BlackBerry Limited) ▼ -10.15% at $11.51 on 50.7M shares — Is BlackBerry (BB) One of the Most Buzzing Stocks to Buy Right Now? (Insider Monkey)
• LUMN (Lumen Technologies, Inc.) ▼ -10.07% at $6.43 on 20.0M shares — Alphabet Takes Aim at Malicious Web Traffic (GuruFocus.com)
• MRVL (Marvell Technology, Inc.) ▼ -9.84% at $245.29 on 37.6M shares — Jim Cramer’s Thoughts on Marvell (MRVL) and Why It May Still Have A Lot More Upside (Insider Monkey)

Most active by volume

#	Ticker	Price	Change	Volume
1	AAL	$17.92	-1.27%	129.7M
2	T	$20.58	+0.49%	112.3M
3	NVDA	$194.83	-1.39%	129.9M
4	INTC	$120.35	-5.25%	122.3M
5	OPEN	$4.90	-0.81%	89.5M
6	ONDS	$7.41	-6.44%	86.2M
7	RIVN	$18.63	+8.44%	77.8M
8	SOFI	$18.24	-1.08%	80.1M
9	NOK	$12.07	-6.51%	77.2M
10	TSLA	$393.45	-7.49%	72.0M
11	AAPL	$308.63	+4.84%	71.9M
12	VZ	$42.56	+1.36%	58.9M
13	PATH	$11.71	+1.39%	58.4M
14	PLUG	$2.64	+0.00%	59.9M
15	MU	$975.56	-5.49%	60.9M
16	IREN	$38.82	-10.39%	59.8M
17	JOBY	$8.49	-3.96%	55.9M
18	PLTR	$129.30	+2.84%	60.3M
19	SPCX	$162.00	+2.83%	60.3M
20	NU	$13.61	+1.64%	52.2M
21	PFE	$24.32	+1.84%	51.8M
22	BB	$11.51	-10.15%	50.7M
23	KEEL	$4.59	-14.68%	49.3M
24	MARA	$12.40	-7.26%	50.4M
25	NFLX	$77.65	+4.66%	54.5M

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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.