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Update: US Equity Indexes Fall as Communication Services Sector Slides, Crude Oil Extends Gains

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(Updates with index/price moves and geopolitical news from the first paragraph.)

US equity indexes retreated Tuesday amid a slide in growth sectors, while crude oil extended gains as expectations of a quick reopening of the Strait of Hormuz declined.

The Nasdaq Composite fell 0.7% to 26,433.1, the S&P 500 declined 0.3% to 7,729.1, and the Dow Jones Industrial Average was 0.3% lower at 53,803.5 ahead of Tuesday's close. Communication services was the standout decliner, followed by consumer discretionary and technology. Energy led gainers.

AppLovin's (APP) 30% long-term annual revenue growth target lacks sufficient evidence, with uncertainty rising around the sustainability of its self-learning growth, BofA Securities said Tuesday in a report. Shares dropped 5.3%, the worst performer on the S&P 500 and the Nasdaq.

SK hynix (SKHY) plans to resume construction at its second NAND flash facility in Dalian, China, to boost local output by about 50%, Seoul Economic Daily reported, citing semiconductor industry sources. Its shares jumped 3.7%, the top performer among stocks with market capitalization of more than $200 billion each, according to data compiled by Finviz. The worst performers in this category were SpaceX (SPCX), down 4.3%, followed by Dell Technologies (DELL) and Oracle (ORCL).

Mohsen Rezaee, secretary of Iran's Supreme National Security Council, told China's ambassador that the Strait of Hormuz "will not be opened until the United States changes its behavior and accepts Iran's conditions," Al Jazeera, a Middle Eastern broadcaster said, citing Iran's Tasnim news agency.

"America must end the war, pay Iran's frozen assets, the war must end throughout the region, including in Lebanon and Gaza," Reuters cited Rezaee as saying in a report from Tasnim. Pakistan's Interior Minister Mohsin Naqvi has arrived in Tehran for talks with Iranian officials amid mediation efforts to end the US-Israeli war on Iran and reopen the Strait of Hormuz, Al Jazeera reported.

Front-month US West Texas Intermediate crude oil climbed 1.3% to $83.22 per barrel, and global benchmark North Sea Brent advanced 1.3% to $88.87 per barrel, extending gains.

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Update: US Equity Markets End Lower After Crude Oil Prices Rise Following US-Iran Disagreements

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's rhetorical response to Iran's demands, dimming hopes of a quick resolution to the Strait of Hormuz closure.* Iran said it is nearing a final agreement with Oman to define new shipping lanes through the Strait of Hormuz, but reiterated that the US must meet other conditions like compensation, an end to sanctions, and military threats before the waterway can be reopened, Reuters reported.* In response, "I am likewise demanding compensation from Iran, for all of the people that they have killed and gravely wounded with their roadside bombs and many conflicts, for which they are famous..." President Donald Trump said in a Truth Social post.* September West Texas Intermediate crude oil rose $3.88 to settle at $82.06 per barrel, while September Brent crude, the global benchmark, was last seen up $4.03 at $87.58.* Blackstone's (BX) portfolio firm Safe Harbor has agreed to acquire MarineMax (HZO) for $53 per share in cash, valuing the recreational boat retailer at about $1.5 billion, including debt, the companies said Monday. Blackstone shares were up 3.3%, while MarineMax stock gained roughly 46%.* Nvidia (NVDA) shares were down about 2.9%, the worst performer on the Dow, after the company said it is working with some of the world's largest financial firms to build a $500 billion funding package for AI infrastructure development, the Financial Times reported.

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US Equity Markets End Lower After Crude Oil Prices Rise Following US-Iran Disagreements

US equity indexes ended lower Monday after crude oil prices rose following President Donald Trump's rhetorical response to Iran's demands, dimming hopes of a quick resolution to the Strait of Hormuz closure.* Iran said it is nearing a final agreement with Oman to define new shipping lanes through the Strait of Hormuz, but reiterated that the US must meet other conditions like compensation, an end to sanctions, and military threats before the waterway can be reopened, Reuters reported.* In response, "I am likewise demanding compensation from Iran, for all of the people that they have killed and gravely wounded with their roadside bombs and many conflicts, for which they are famous..." President Donald Trump said in a Truth Social post.* September West Texas Intermediate crude oil rose $3.88 to settle at $82.06 per barrel, while September Brent crude, the global benchmark, was last seen up $4.03 at $87.58.* Blackstone's (BX) portfolio firm Safe Harbor has agreed to acquire MarineMax (HZO) for $53 per share in cash, valuing the recreational boat retailer at about $1.5 billion, including debt, the companies said Monday. Blackstone shares were up 3.3%, while MarineMax stock gained roughly 46%.* Nvidia (NVDA) shares were down about 2.9%, the worst performer on the Dow, after the company said it is working with some of the world's largest financial firms to build a $500 billion funding package for AI infrastructure development, the Financial Times reported.

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