DASHDoorDash
Regular session
$179.76
-5.24%open $189.70

A 5.2% slide to $179.77 knocks roughly $4 billion off DoorDash's $73.5 billion market cap in a single session. Moves this size are rare for the name outside earnings, so the close is worth watching.

Starship's first orbit hands SpaceX the heavy-lift lead while Blue Origin is still chasing a clean orbital delivery, and it strengthens its case for the Artemis lunar lander. Legacy launch providers just got a harder competitor to price.

RT @SpaceX: Starship performs its orbital insertion burn and enters orbit of Earth for the first time https://t.co/LodrSTnEnl
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The White House AI czar is backing Nvidia's new safety platform as the answer to the rogue-agent breaches, signaling Washington wants guardrails built in silicon instead of slowing development.

Nvidia’s OpenShell announcement is a reminder that agent safety is an engineering problem. Recent breakouts weren’t proof that development must stop. They were proof that the sandbox was too weak. The runtime environment was poorly designed and misconfigured. The right response https://t.co/98NSeJL8U7 [Quoted @JensenHuang]: Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry. Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to https://t.co/dReAxwpRUn
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MIDDAY
U.S. Markets
  • S&P 500-0.79%
  • Dow Jones Industrial Average-0.76%
  • Nasdaq Composite-1.01%

Rising Treasury yields are doing the selling, and the Nasdaq is wearing it worst with a 1% slide at midday. Nowhere to hide: all three major indexes are down more than 0.7% with half a session still to trade.

CLOSING BELL
Europe
  • 🇬🇧 FTSE 100+0.43%
  • 🇩🇪 DAX+0.39%
  • 🇫🇷 CAC 40+0.41%

London finished at 14,230 with Frankfurt and Paris moving in lockstep, a rare all-green European close that leaves the FTSE within reach of fresh highs. Investors sitting in cash keep missing these grind-higher sessions.

Macro

Is Jensen Huang Gaslighting You About Your Rising Electric Bill?

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang recently told CBS News that worries about data center water use are a “myth”. He also said that data centers are creating “the opposite” of higher energy bills. Some homeowners see something else when their bills come…