Semiconductors and AI infrastructure stocks carry market higher — July 7, 2026
S&P 500 +0.72% · Nasdaq +1.12% · Dow +0.29% · VIX 15.6 — July 7, 2026
The S&P 500 and Nasdaq both climbed today—up 0.72% and 1.12%, respectively—as a handful of mega-cap tech and semiconductor names drove breadth decisively in favor of buyers (60 up, 37 down in the top 100 most active). The Dow's more modest 0.29% gain reveals the real split: this wasn't a broad rally. It was a concentrated bet on AI and the machinery behind it, with semiconductors and data center plays dominating the move after Asian markets retreated from their own overnight strength.
Data center and infrastructure plays led the charge. IREN jumped 13.1% on a wave of interest in telecom-adjacent AI buildouts. CIFR, BMNR, and CLSK all gained 7% or better on the back of a reported $19 billion Anthropic AI lease deal that's reshuffling investor attention toward the physical backbone of the AI boom rather than the AI companies themselves. Tesla climbed 6.7%—though oddly paired with news of Waymo outages, not Tesla progress. AMD hit an all-time high, up 6.6%, as the chip narrative stayed hot.
Rocket Lab offered the counterpoint: CEO Peter Beck's plan to trim his stake by $465 million sent RKLB down 7.3% overnight. That's the insider move that matters—when a founder starts lightening, it registers. O'Reilly Automotive fell 6.7%, caught in a broader warning about auto stocks in the back half of 2026. But with no insider cluster buys across the day's movers, today belonged entirely to the structural thesis: AI infrastructure over AI hype, semiconductors over everything else.
Market commentary generated from the day's data and headlines — not investment advice.
Biggest moves today
- IREN (IREN LIMITED) ▲ +13.11% at $43.91 on 53.0M shares — Why TeraWulf, IREN, and Other Data Center Stocks Jumped Today (Motley Fool)
- CIFR (Cipher Digital Inc.) ▲ +8.43% at $21.73 on 28.1M shares — Stock Market Today, July 6: TeraWulf Gains on $19 Billion Anthropic AI Lease Deal (Motley Fool)
- BMNR (BitMine Immersion Technologies,) ▲ +8.29% at $15.55 on 38.4M shares — Why Is The Crypto Market Down Today? (BeInCrypto)
- RIVN (Rivian Automotive, Inc.) ▲ +8.11% at $20.14 on 38.9M shares — S&P 500, Nasdaq, Dow Futures Mixed After Record Session: Why MU, SNDK, RIVN, SPCX Stocks Are Trending Overnight (Stocktwits)
- ACHR (Archer Aviation Inc.) ▲ +7.83% at $5.37 on 35.3M shares — ACHR Stock Falls 13.1% in a Month: Is This Dip a Buying Opportunity? (Zacks)
- RKLB (Rocket Lab Corporation) ▼ -7.34% at $93.09 on 19.3M shares — RKLB Stock Slips Overnight: CEO Peter Beck Eyes Trimming Stake By $465M After Iridium Deal (Stocktwits)
- CLSK (CleanSpark, Inc.) ▲ +7.05% at $13.51 on 16.3M shares — CleanSpark (CLSK) Stock Looks Above Fair Value On Its 110% Run (Simply Wall St.)
- TSLA (Tesla, Inc.) ▲ +6.69% at $419.77 on 51.6M shares — Waymo outages disrupt traffic in this major city yet again (TheStreet)
- ORLY (O'Reilly Automotive, Inc.) ▼ -6.66% at $84.24 on 15.3M shares — Why You Should Avoid These 2 Auto Stocks In The Second Half of 2026 (Motley Fool)
- AMD (Advanced Micro Devices, Inc.) ▲ +6.61% at $552.05 on 29.6M shares — This Unstoppable Artificial Intelligence (AI) Stock Just Hit a New All-Time High. Is It Too Late to Buy? (Motley Fool)
Most active by volume
| # | Ticker | Price | Change | Volume |
|---|---|---|---|---|
| 1 | AAL | $17.75 | -0.95% | 139.6M |
| 2 | OPEN | $5.09 | +3.88% | 87.2M |
| 3 | T | $20.58 | +0.00% | 82.9M |
| 4 | SOFI | $18.61 | +2.03% | 80.6M |
| 5 | NVDA | $195.55 | +0.37% | 97.0M |
| 6 | SPCX | $160.42 | -0.98% | 185.4M |
| 7 | WULF | $22.21 | +4.86% | 74.2M |
| 8 | INTC | $122.20 | +1.54% | 85.8M |
| 9 | GRAB | $3.85 | -1.28% | 73.0M |
| 10 | ONDS | $7.82 | +5.53% | 71.8M |
| 11 | PATH | $11.83 | +1.02% | 64.3M |
| 12 | JOBY | $8.92 | +5.06% | 55.7M |
| 13 | PFE | $23.72 | -2.47% | 50.8M |
| 14 | VZ | $42.07 | -1.15% | 55.2M |
| 15 | F | $13.83 | +3.52% | 48.3M |
| 16 | NOK | $12.51 | +3.65% | 47.9M |
| 17 | IREN | $43.91 | +13.11% | 53.0M |
| 18 | TSLA | $419.77 | +6.69% | 51.6M |
| 19 | PLUG | $2.64 | +0.00% | 45.4M |
| 20 | NU | $14.06 | +3.31% | 45.4M |
| 21 | CMCSA | $23.38 | -1.72% | 39.7M |
| 22 | RIVN | $20.14 | +8.11% | 38.9M |
| 23 | BMNR | $15.55 | +8.29% | 38.4M |
| 24 | JBLU | $6.06 | +0.66% | 38.2M |
| 25 | NFLX | $76.02 | -2.10% | 38.2M |
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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