Market open · Delayed intraday data · 1:17 PM ET
Last update: Jul 1, 2026, 12:33 PM ET

What Changed in the Market

Showing:

Investment research built around change detection.
BestStocks identifies what changed across companies and sectors, explains why it matters, and helps investors spot opportunities worth investigating.

Market open - Last update: Jul 1, 2026, 11:32 AM ET
MSM
MSC Industrial Direct Co., Inc.
$0.00
11.72%
Jul 1, 2026 ET
🏆Material / EarningsHigh confidence

What changed: MSM moved +11.7% after reporting EPS of $1.43 versus the consensus estimate of $1.28, a +11.7% surprise.

Changes History →
What's next

Monitor the company's forward guidance and any management commentary on sustaining this earnings performance level in upcoming quarters.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
NOW
ServiceNow, Inc.
$106.22
6.99%
Prev close $99.28
Jul 1, 2026 ET
Activity ×4
Intraday updates4 updates
1:01 PM ETLATESTActivity~ Medium confidence

NOW rose 6.01% to $105.25 intraday as software stocks outperformed amid a reported market rotation away from semiconductors. Volume is running 1.65x normal levels for this point in the session.

Source: barrons.com

10:45 AM ETActivity~ Medium confidence

NOW rose 4.39% to $104.36 intraday. Barron's reported a market rotation into software stocks, with ServiceNow, Workday, and AppLovin gaining as investors move away from semiconductor stocks.

Source: barrons.com

10:41 AM ETActivity~ Medium confidence

NOW rose 4.19% to $104.16 as software stocks outperformed amid a market rotation away from semiconductors. Volume is running at 1.75x the historical average for this time of session.

Source: barrons.com

10:31 AM ETActivity~ Medium confidence

NOW rose 3.93% to $103.90 as part of a broader market rotation favoring software stocks over semiconductor stocks, highlighted in Barron's reporting that specifically named ServiceNow among gainers.

Source: barrons.com

Changes History →
What's next

Close confirmation and whether this rotation sustains into tomorrow's open; monitor if semiconductor weakness continues.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
META
Meta Platforms, Inc.
$618.53
9.81%
Prev close $563.29
Jul 1, 2026 ET
Activity ×5
Intraday updates5 updates
1:01 PM ETLATESTActivity~ Medium confidence

META jumped +9.82% to $618.58 in early trading on elevated volume (3.83x expected for this time of day at 28M shares). The price move occurred despite a Yahoo Finance headline reporting Micron briefly surpassing META's market valuation.

Source: Yahoo Finance

11:30 AM ETActivity~ Medium confidence

META jumped +11.08% to $625.68 with volume at 4.86x expected levels for this time of session. The catalyst_found field indicates no confirmed driver was identified despite checking sources.

Source: Yahoo Finance

11:00 AM ETActivity~ Medium confidence

META surged +10.71% to $622.84 intraday with volume at 4.96x the time-adjusted average (21.7M shares in first 90 minutes).

Source: Yahoo Finance

10:41 AM ETActivity~ Medium confidence

META rose 9.96% to $618.66 intraday on elevated volume (5.25x expected for this time of day). No catalyst was found after checking: FMP delayed intraday data, volume sources, and the Yahoo Finance headline about Micron's market cap briefly exceeding Meta's—which contradicts the price direction and does not explain an upward move.

Source: Yahoo Finance

10:37 AM ETActivity~ Medium confidence

META surged +10.27% to $620.39 in intraday trading with volume at 5.38x the expected rate for this time of day (17.6M shares traded in first 67 minutes).

Source: Yahoo Finance

Changes History →
What's next

Watch for META earnings release, guidance updates, or additional news that would clarify the catalyst behind this 9.82% gain; also monitor whether the elevated volume sustains into the close.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
PLTR
Palantir Technologies Inc.
$126.53
8.45%
Prev close $116.67
Jul 1, 2026 ET
Activity ×3
Intraday updates3 updates
1:01 PM ETLATESTActivity High confidence

PLTR jumped +8.97% to $127.13 as Michael Burry reduced his massive short position against the stock, and the company announced an expanded partnership with Surf Air Mobility to commercialize its OperatorOS and OwnerOS platforms.

Source: thestreet.com

10:34 AM ETActivity High confidence

PLTR surged 7.74% to $124.65 after Michael Burry reduced his significant short position in the stock, signaling decreased bearish conviction from a prominent investor.

Source: thestreet.com

10:31 AM ETActivity High confidence

PLTR rose 7.59% to $124.49 intraday as Michael Burry reduced his massive short position in the stock, according to thestreet.com. Volume is running 2.26x normal levels at this time of day (18.7M shares in 61 minutes).

Source: thestreet.com

Changes History →
What's next

Monitor for Palantir's next earnings report and any updates on the Surf Air Mobility commercialization timeline.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
MU
Micron Technology, Inc.
$1,051.73
8.89%
Prev close $1,154.29
Jul 1, 2026 ET
🛡Risk ×2
Intraday updates2 updates
1:01 PM ETLATESTRisk~ Medium confidence

MU dropped 8.16% to $1,060.14 intraday on volume 34% above normal for this time of day. Despite MarketWatch reporting Micron is positioned to become more profitable than all U.S. companies except Nvidia and Google, no specific catalyst for today's decline was identified across checked sources.

Source: MarketWatch

10:41 AM ETRisk~ Medium confidence

MU dropped 7.20% to $1062.86 in early trading despite a MarketWatch report stating Micron is positioned to become more profitable than any U.S. company except Nvidia and Google. Volume is running 1.45x the historical average for this time of day.

Source: MarketWatch

Changes History →
What's next

Micron's next earnings report or official guidance update, plus any commentary on AI chip demand and memory pricing.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
SPCX
Space Exploration Technologies Corp.
$160.12
6.29%
Prev close $170.86
Jul 1, 2026 ET
🛡Risk📊Valuation
Intraday updates2 updates
1:01 PM ETLATESTRisk~ Medium confidence

SPCX declined 5.79% to $160.97 intraday on volume of 36.9M shares (1.42x normal for this time of day). A Motley Fool article discusses SpaceX joining the Nasdaq-100 on July 7.

Source: fool.com

11:00 AM ETValuation High confidence

SPCX fell 2.54% to $160.01 intraday, with volume at 1.41x normal levels. Multiple sources cite lockup period expirations as a catalyst, which typically release additional shares into the market post-IPO.

Source: fool.com

Changes History →
What's next

SpaceX's actual inclusion date (July 7) and any pre-inclusion rebalancing activity from Nasdaq-100 tracking funds.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
VST
Vistra Corp.
$152.81
3.67%
Prev close $158.63
Jul 1, 2026 ET
🛡Risk ×3
Intraday updates3 updates
1:01 PM ETLATESTRisk High confidence

VST fell 3.62% to $152.88 intraday, coinciding with a material event 8-K filing submitted to the SEC today. Volume is running 1.56x normal for this time of session.

Source: FMP intraday

11:00 AM ETRisk High confidence

VST dropped 6.01% to $152.62 intraday. The web catalyst reports insider selling by top executives and a recent 2.31% decline, though VST is pursuing a $4 billion acquisition expansion.

Source: Yahoo Finance

10:41 AM ETRisk High confidence

VST declined 4.55% to $154.99 intraday with volume at 1.31x normal for this time of session. Insider selling by top executives and the $4 billion acquisition announcement contributed to the drop.

Source: Yahoo Finance

Changes History →
What's next

SEC EDGAR filing ef20077059_8k.htm details — check what material event VST disclosed and whether management commentary or forward guidance accompanied the filing.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
APD
Air Products and Chemicals, Inc.
$306.18
4.43%
Prev close $293.18
Jul 1, 2026 ET
Activity ×2
Intraday updates2 updates
1:01 PM ETLATESTActivity High confidence

APD rose 2.84% to $301.51 following a material event filing (8-K) submitted to the SEC today. Volume is tracking at 0.94x the expected pace for this point in the session.

Source: FMP intraday

11:00 AM ETActivity High confidence

APD surged 11.56% to $302.73 on above-normal volume (1.18x expected) following a material event disclosure filed in an SEC 8-K today.

Source: FMP intraday

Changes History →
What's next

Review the full 8-K filing details (d97956d8k.htm) to identify what specific event was disclosed and monitor earnings calls or investor guidance that may follow.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
NKE
NIKE, Inc.
$42.50
3.53%
Prev close $41.05
Jul 1, 2026 ET
Activity ×3
Intraday updates3 updates
1:01 PM ETLATESTActivity High confidence

NKE rose 4.38% to $42.85 on elevated volume (3.23x expected) following an earnings report and SEC 8-K material event filing filed today.

Source: FMP intraday

11:00 AM ETActivity~ Medium confidence

NIKE, Inc. moved +2.56% intraday from $41.48 to $42.54. No company-specific catalyst found in checked sources.

Source: markets.businessinsider.com

10:41 AM ETActivity~ Medium confidence

NKE rose 2.45% to $42.49 intraday with volume at 5.90x the expected level for this time of day (32.99M shares). The web search indicated strong Q4 FY26 earnings with EPS beats and robust revenue, though this catalyst could not be independently verified in the provided evidence.

Source: markets.businessinsider.com

Changes History →
What's next

Review the full 8-K filing (nke-20260630.htm) and earnings report for details; monitor for any management guidance or strategic announcements that explain the +4.38% move.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
SNOW
Snowflake Inc.
$261.10
2.59%
Prev close $254.50
Jul 1, 2026 ET
Activity ×2
Intraday updates2 updates
1:01 PM ETLATESTActivity High confidence

SNOW rose 2.59% to $261.10 on an SEC 8-K filing submitted today. Volume through 211 minutes into the session is 2.54M shares, running at 0.56x the historical average pace for this time of day.

Source: FMP intraday

12:33 PM ETActivity High confidence

SNOW rose 3.87% to $261.39 in early trading following strong Q1 earnings, guidance boost, and announcement of an AI compute partnership deal with Amazon AWS.

Source: CNBC

Changes History →
What's next

Review the full 8-K filing (snow-20260629.htm) for the specific material event disclosure; monitor volume trends into the close to assess follow-through conviction.

Market open - Last update: Jul 1, 2026, 1:01 PM ET
V
Visa Inc.
$352.23
2.66%
Prev close $343.09
Jul 1, 2026 ET
Activity ×3
Intraday updates3 updates
1:01 PM ETLATESTActivity High confidence

V rose 1.72% to $348.98 intraday on normal trading volume (0.80x expected pace at 94 minutes into session).

Source: globenewswire.com

11:00 AM ETActivity High confidence

V rose 2.19% to $349.14 in intraday trading on volume of 2.2M shares (0.79x normal for this time). No catalyst specific to Visa was found in checked sources—the Globe Newswire result references VIA Transportation, a different company.

Source: globenewswire.com

10:41 AM ETActivity High confidence

V rose 1.77% to $347.69 in early trading on normal volume (0.83x adjusted ratio).

Source: globenewswire.com

Changes History →
What's next

Verify whether any Visa corporate action, earnings update, or regulatory news was announced today; check if the intraday move correlates with broader payments/fintech sector momentum.