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Sectors

Sector Update: Tech Stocks Fall Late Afternoon

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.8% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 6.3%.The Philadelphia Semiconductor index lost 5.8%.In corporate news, Amazon-backed (AMZN) Anthropic CEO Dario Amodei called for the AI industry to slow the pace of model capability development, saying that accelerating advances and recent alignment incidents could outpace efforts to ensure AI safety. Amazon shares were down 1.2%.Microsoft-backed (MSFT) OpenAI CEO Sam Altman said the company's highly anticipated initial public offering will not take place in 2026 due to ongoing concerns around safety and control in the AI sector, Fortune reported, citing an interview with Altman. Separately, Microsoft has posted a document outlining the intended behavior and values of the company's future AI models. The tech giant said the document is being shared for public consultation. Microsoft shares were up 2.1%.Nvidia (NVDA), Palantir (PLTR) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported. Microsoft has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said. Nvidia shares fell 3.2%, Palantir rose 3.7%, and Booz Allen was up 4.2%.Oracle (ORCL) has started a new round of layoffs after cuts to its workforce earlier this year, Business Insider reported. Oracle shares fell 3.9%.

$AMZN$BAH$MSFT$NVDA$ORCL$PLTR
Sectors

Sector Update: Tech

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK) falling 1.4% and the State Street SPDR S&P Semiconductor ETF (XSD) dropping 5.4%.The Philadelphia Semiconductor index lost 5.3%.In corporate news, Nvidia (NVDA), Palantir (PLTR) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported. Microsoft (MSFT) has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said. Nvidia shares fell 2.8%, Palantir rose 3.8%, and Booz Allen was up 4.1%. Microsoft added 2.3%.

$BAH$MSFT$NVDA$PLTR
Wire

Top Midday Stories: No OpenAI IPO in 2026, Altman Reportedly Says; Nvidia, Palantir Said to Restrict AI Usage Over Customer Data Fears

All three major US stock indexes were down in late-morning trading Monday, as major artificial intelligence companies flagged concerns about the risks posed to humanity by the rapid advancement of AI models.OpenAI Chief Executive Sam Altman said the company's highly anticipated initial public offering will not take place in 2026 due to ongoing concerns around safety and control in the AI sector, Fortune reported Monday, citing an interview with Altman. The OpenAI CEO's comments came amid Anthropic CEO Dario Amodei called on the AI industry to slow the pace of model capability development due to safety concerns. Later, Microsoft (MSFT) shared a document outlining the intended behavior and values of the company's future AI model. The tech giant invited feedback "to maximize the chances that AIs we develop avoid harm and deliver the greatest contribution to human flourishing possible." Microsoft shares were up 2% around midday.Nvidia (NVDA), Palantir Technologies (PLTR) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported Monday. Microsoft has started leveraging that unease to try to lure OpenAI clients to its own AI products, and it has pitched its own isolated cloud environments to customers worried about privacy, the report said, citing people involved in the effort. Shares of Nvidia were down 3%, while Palantir and Booz Allen were up 2.6% and 3.7%, respectively.Baldwin Insurance Group (BWIN) said Monday it has entered into a definitive agreement under which an entity to be formed by Sequence Holdings and DFO Management will acquire a majority interest in the company in an all-cash deal with an implied enterprise value of about $7.7 billion. After the deal closes, which is expected in Q1 2027, Baldwin will become a privately held company, it said. Baldwin shares were up 7.7%.Oracle (ORCL) has started a new round of layoffs after cuts to its workforce earlier this year, Business Insider reported Monday, citing an internal document and three sources familiar with the matter. The layoffs will impact double-digit percentages of certain teams, the report said, citing the internal document. The round of cuts is expected to start Monday, one of the people reportedly told the outlet. Oracle shares were down 3.8%.Definium Therapeutics (DFTX) said Monday its second phase 3 study of DT120 orally disintegrating tablet in patients with generalized anxiety disorder met its primary and key secondary endpoints. Definium shares were up 3.5%.Aon (AON) has commenced a US investment-grade debt sale in seven tranches to help fund its planned $17 billion acquisition of USI Insurance Services from KKR (KKR), Bloomberg reported Monday, citing a person familiar with the matter and a note from S&P Global Ratings. The company is looking to sell $13.5 billion of notes as part of the funding package, which could also include a $4 billion term loan, the report said, citing the note. Aon shares were up 2.8%.Price: $211.51, Change: $-6.78, Percent Change: -3.11%

$AON$BAH$BWIN$DFTX$MSFT$NVDA$ORCL$PLTR
International

Market Chatter: Palantir, Nvidia Restrict Anthropic, OpenAI Models Over Customer Data Fears

Palantir Technologies (PLTR), Nvidia (NVDA) and Booz Allen Hamilton (BAH) have started demanding guarantees or eliminating use of Anthropic's and OpenAI's most advanced models over concerns that the AI giants could retain their customers' critical data, The Information reported Monday.Microsoft (MSFT) is currently leveraging the unease to try to lure OpenAI clients to its own AI products and has pitched its own isolated cloud environments to customers worried about privacy, the report said, citing people involved in the effort.The companies didn't immediately reply to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$BAH$MSFT$NVDA$PLTR
Wire

Update: Booz Allen Hamilton Shares Rise After Fiscal Q1 Results

(Updates with the latest stock movement in the first paragraph and headline.)Booz Allen Hamilton (BAH) shares were up about 12% in Friday afternoon trading following its fiscal Q1 results.Earlier, the company reported fiscal Q1 adjusted earnings of $1.81 per diluted share, up from $1.48 a year earlier.Analysts polled by FactSet expected $1.48.Revenue for the quarter ended June 30 was $2.80 billion, compared with $2.92 billion a year earlier.Analysts polled by FactSet expected $2.81 billion.For fiscal 2027, the company still expects adjusted EPS of $6.00 to $6.35 on revenue of $11.2 billion to $11.7 billion. Analysts expected $6.26 and $11.42 billion, respectively.The company kept its quarterly dividend at $0.59 per share, payable Aug. 28 to shareholders of record Aug. 14.Price: $73.76, Change: $+7.88, Percent Change: +11.97%

$BAH
Stocks Rise Pre-Bell as Traders Assess New US Tariffs, Latest Middle East Developments
US Markets

Stocks Rise Pre-Bell as Traders Assess New US Tariffs, Latest Middle East Developments

The benchmark US stock measures were trending higher before the open Friday as investors assess Washington's new phase of global tariffs and the latest developments in the Middle East.The S&P 500 and the Nasdaq gained 0.2% each in premarket activity, while the Dow Jones Industrial Average added 0.5%. The indexes ended the previous trading session lower, with the Nasdaq and S&P 500 recording their biggest one-day declines since June 23.In a fact sheet published on Thursday, the Office of the US Trade Representative announced new tariffs of 10% or 12.5% on 60 economies that it said have failed to prohibit or effectively enforce bans on imports made with forced labor, including China, India, the UK and the European Union.The duties took effect at 12:01 a.m. ET Friday, replacing President Donald Trump's temporary 10% global tariffs, which expired at the same time, CNBC reported.Earlier this week, Trump signed three proclamations to impose 50% tariffs on the imports of motor vehicles, alcohol and dairy products from Canada.West Texas Intermediate crude oil dropped 3.5% to $88.99 a barrel before the opening bell, while Brent fell 3.6% to $97.13.Trump told Axios on Thursday that he is seriously considering restarting major combat operations against Iran. The US Central Command said it completed its 13th consecutive night of strikes against Tehran on Thursday.The Iran-backed Houthi militants in Yemen recently claimed attacks on two Saudi Arabian oil tankers in the Red Sea, sparking concerns over a potential closure of the Bab el-Mandeb Strait, an alternate shipping route to the Strait of Hormuz.In a social media post, Trump said the US will hold Iran responsible and threatened "major military punishment" if its Houthi proxies continued to attack commercial ships.Treasury yields were down in premarket action, with the two-year rate retreating 3.4 basis points to 4.33% and the 10-year rate off 2 basis points to 4.68%."Rising oil prices have revived talk of a (Federal Reserve) rate hike, with rates markets now beginning to treat next week's (Federal Open Market Committee) meeting as a live decision after the 10-year yield pushed back toward its year-to-date high," Saxo Bank said in a report Thursday.The probability that the Fed will leave its benchmark lending rate unchanged next week stood at 71% on Friday, up from 66% the day before, according to the CME FedWatch tool. The odds of a quarter-percentage-point increase moved down to 29% from 34%.Shares of Intel (INTC) advanced 5.3% pre-bell after the chipmaker reported second-quarter results ahead of Wall Street's estimates. Oracle (ORCL) inclined 2.6% as the cloud computing giant secured a 10-year enterprise software contract worth nearly $7 billion with the US Department of War.American Express (AXP), Verizon Communications (VZ), HCA Healthcare (HCA), SLB (SLB), Charter Communications (CHTR), Booz Allen Hamilton (BAH) and Lamb Weston (LW) report their latest financial results before the bell, among others.Friday's economic calendar has the S&P Global's (SPGI) flash purchasing managers' index for July at 9:45 am ET, followed by the new home sales report for June at 10 am. The weekly Baker Hughes oil-and-gas rig count is out at 1 pm.Gold nudged up 0.3% to $4,061 per troy ounce, while bitcoin increased 0.2% to $64,949.

Dow JonesNasdaq CompositeS&P 500$AXP$BAH$CHTR$HCA$INTC$LW$ORCL$SLB$SPGI$VZ
Wire

Booz Allen, OpenAI Collaborate to Accelerate AI Deployment

Booz Allen Hamilton (BAH) said Monday it partnered with Microsoft-backed (MSFT) OpenAI to accelerate deployment of AI solutions for defense, intelligence, critical infrastructure and commercial operations.Under the partnership, Booz Allen engineers will gain access to OpenAI's technical resources, training and product roadmap insights to support AI deployment.The companies will share mission and model insights to enable faster and more secure deployment of AI solutions tailored to defense, intelligence and commercial operations.Booz Allen Hamilton shares were up 3.5% in Monday trading.Price: $64.38, Change: $+2.16, Percent Change: +3.46%

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Wire

Booz Allen Hamilton Shares Rise After Upgrade From Stifel

Booz Allen Hamilton's (BAH) shares were up 2% in Tuesday afternoon trading after Stifel upgraded the company's stock to buy from hold and lowered its price target to $110 from $115.Trading volume stood at roughly 1.1 million shares against a daily average of nearly 1.9 million.Price: $80.26, Change: $+1.58, Percent Change: +2.01%

$BAH
Research

Stifel Upgrades Booz Allen Hamilton to Buy From Hold, Adjusts Price Target to $110 From $115

Booz Allen Hamilton Holding (BAH) has an average rating of hold and mean price target of $88.10, according to analysts polled by FactSet.

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Research

Research Alert: CFRA Upholds Sell Rating On Shares Of Booz Allen Hamilton Holding Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $70 from $72, applying a 10.4x P/E to our FY 28 (Mar.) EPS estimate vs. BAH's three-year historical forward P/E average of 20.9x, reflecting a de-rated government services industry. We maintain our FY 27 EPS at $6.03 and FY 28's at $6.70. Our revenue projections are $11.43B (+2%) in FY 27 and $11.77B (+3%) in FY 28. Management's underwhelming FY 27 guidance reinforces our cautious outlook, as its revenue growth midpoint of 2% and EPS midpoint of $6.18 both fall short of consensus expectations of 3% and $6.25, respectively. We expect Civil to shrink by high-single-digits, acting as a significant drag on overall performance and pressuring the business mix. Furthermore, we believe the reputational damage from the U.S. Treasury contract terminations creates an ongoing overhang that could hinder new business wins. These combined headwinds, a structurally impaired Civil business and lingering reputational risk, validate our view that the stock warrants a discounted valuation multiple.

$BAH
Booz Allen Hamilton Reports Surprise Fiscal Fourth-Quarter Earnings Growth
US Markets

Booz Allen Hamilton Reports Surprise Fiscal Fourth-Quarter Earnings Growth

Booz Allen Hamilton's (BAH) fiscal fourth-quarter earnings unexpectedly increased year over year, but the technology and management consulting firm reported revenue below market estimates.The company on Friday posted adjusted earnings of $1.78 a share for the quarter ended March, up from $1.61 the year before, defying the consensus on FactSet for a decline to $1.34. The stock rose 4.8% in the most recent premarket activity.Revenue came in at $2.78 billion, down from $2.97 billion in the prior-year quarter, missing the Street's view for $2.87 billion. Excluding billable expenses, revenue decreased 6.8% to $1.91 billion."In a challenging year, Booz Allen delivered strong profitability while continuing to accelerate our transformation," Chief Executive Horacio Rozanski said in a statement. "We're investing in proven growth areas and building tech to create long-term value for our shareholders."Defense revenue ticked down to $1.52 billion from $1.53 billion, while civil slipped to $786 million from $989 million last year. Intelligence revenue increased to $499 million from $458 million on a yearly basis.For fiscal 2027, Booz Allen anticipates adjusted EPS to come in between $6 and $6.35 on a revenue range of $11.2 billion to $11.7 billion. The Street is currently looking for non-GAAP EPS of $6.21 and sales of $11.46 billion. In the previous fiscal year, the company's adjusted EPS improved 2.5% to $6.51, while revenue fell 6.4% to $11.22 billion.The firm said it's seeing accelerating demand across its portfolio and expects continued growth in the national security business. External factors are projected to drive a decline in the civil business, the company added."We enter (fiscal 2027) with momentum and are well-positioned for the year ahead," according to Rozanski.

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Research

Research Alert: Bah Delivers Mar-q Eps Beat Through Cost Discipline Despite 6% Revenue Decline

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:BAH reported Mar-Q revenue of $2.78B, missing consensus by 3% and declining 6.4% Y/Y, though adjusted EPS of $1.78 beat consensus by $0.44 and exceeded the prior year's $1.61. Adjusted EBITDA margin expanded 50 bps to 11.1% despite revenue contraction, demonstrating disciplined cost management and operational excellence. We think the bifurcated market dynamics persist, with Civil segment declining 22.5% to $766M while Intelligence showed strength at +9.0% to $499M, and Defense declined modestly by 0.6% to $1.52B. This reinforces ongoing business mix deterioration from higher-margin Civil work toward lower-margin national security contracts. Free cash flow improved 9.3% to $212M with robust $951M full-year generation, enabling $147M in shareholder returns and $219M in strategic investments. Total backlog reached record $38.2B (+3.1% Y/Y), which provides revenue visibility, though quarterly book-to-bill of 0.9x and a declining trailing-12-month ratio of 1.1x from 1.4x indicate softer near-term contract momentum.

$BAH
Stocks Rise Pre-Bell as Investors Monitor US-Iran Negotiations
US Markets

Stocks Rise Pre-Bell as Investors Monitor US-Iran Negotiations

The benchmark US stock measures were tracking in the green before the open Friday as investors continue to monitor negotiations between the US and Iran to end the Middle East conflict.The S&P 500 edged up 0.1%, the Dow Jones Industrial Average added 0.2% and the Nasdaq was slightly up in premarket activity. The indexes finished the previous trading session higher, with the Dow reaching an all-time peak.US Secretary of State Marco Rubio reportedly said Thursday that there were "good signs" that a peace deal between the two countries is in sight, but warned that any agreement would be "unfeasible" if Iran insists on controlling shipping through the crucial Strait of Hormuz. Iran is discussing setting up a permanent toll system with Oman to formalize its control of the strait, Bloomberg News reported."No one in the world is in favor of a tolling system," Rubio told reporters, according to CNBC. "It can't happen [and] it would be unacceptable."The semi-official Iranian Students' News Agency reportedly said that the latest US proposal to Iran has "narrowed the gaps to some extent" between the two sides, although "further reductions require an end to the temptation for war from Washington."West Texas Intermediate crude oil rose 1.9% to $98.19 a barrel before the open, while Brent increased 2.5% to $105.18."The oil market remains overly sensitive to Iran-related headlines, with participants continuing to pin considerable hope on reports that talks between the US and Iran are progressing," ING Bank said in a report on Thursday.Treasury yields were down in premarket action, with the two-year rate retreating 0.7 basis points to 4.08% and the 10-year rate off 2.4 basis points to 4.56%.Shares of IBM (IBM), GlobalFoundries (GFS) and D-Wave Quantum (QBTS) were up pre-bell after being selected for US government funding under the Trump administration's plan to strengthen the country's position in quantum computing.Ross Stores (ROST) rose 5.3% after the discount retailer lifted its full-year outlook and reported better-than-expected fiscal first-quarter results. Take-Two Interactive Software (TTWO) gained 5.8% as the video game publisher reported a smaller-than-expected fiscal fourth-quarter loss and said it was on track to launch the highly anticipated "Grand Theft Auto VI" on Nov. 19.BJ's Wholesale Club (BJ) and Booz Allen Hamilton (BAH) report their latest financial results before the bell.Friday's economic calendar has the final University of Michigan consumer sentiment report for May at 10 am ET, while the weekly Baker Hughes oil-and-gas rig count posts at 1 pm. Federal Reserve Governor Christopher Waller is scheduled to speak at 10 am.Richmond Fed President Tom Barkin said Thursday that lifting interest rates may not be an appropriate response to curb price pressures."Raising rates to weaken demand doesn't address the root cause behind supply shock-driven inflation. It doesn't free up trade routes, reopen factories or melt ice," he said in prepared remarks for an event in North Carolina. "That said, I've been asking myself whether we've entered an era where supply shocks will become more frequent."Gold decreased 0.7% to $4,513 per troy ounce, while bitcoin slipped 0.4% to $77,221.

Dow JonesNasdaq CompositeS&P 500$BAH$BJ$GFS$IBM$QBTS$ROST$TTWO
Wire

Booz Allen Hamilton's Venture Capital Arm Invests in Maritime Robotics Firm Ulysses

Booz Allen Hamilton (BAH) said Thursday its venture capital arm Booz Allen Ventures has invested in Ulysses, a maritime robotics company developing autonomous surface and underwater vehicles.The investment expands its capabilities in unmanned undersea systems for defense and commercial missions, the company said.Financial terms were not disclosed.Price: $82.78, Change: $+0.48, Percent Change: +0.58%

$BAH

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