US Stock Market Report — 2026-07-13

U.S. equity markets edged higher on 2026-07-13 as the S&P 500 (▲ +0.43%) and Nasdaq (▲ +0.31%) each held modest gains, while the Dow (▲ +0.30%) also advanced. The small-cap Russell 2000 (▼ -0.42%) lagged, reflecting continued caution around interest-rate-sensitive names. Energy stocks led sector gains, while healthcare lagged. Bitcoin (▲ +1.11%) held above $28K.

Key catalysts this week include the start of Q2 earnings season (JPMorgan Chase and Netflix due this week), ongoing U.S.-Iran tensions rattling energy markets, and political uncertainty following Senator McConnell's health update. Goldman Sachs notably flagged Chinese AI plays as a top theme for the second half.

Index Performance

Index	Price	Change	% Change	52W High	52W Low
S&P 500 ETF	$754.95	▲ +3.24	▲ +0.43%	$760.40	$618.05
Nasdaq 100 ETF	$725.51	▲ +2.23	▲ +0.31%	$748.65	$551.56
Dow Jones ETF	$525.78	▲ +1.59	▲ +0.30%	$532.54	$433.40
Russell 2000 ETF	$295.99	▼ -1.25	▼ -0.42%	$302.72	$212.34

Sector ETF Tracker

Sector ETF	Price	Change	% Change
Technology (XLK)	$185.78	▲ +0.43	▲ +0.23%
Financials (XLF)	$55.71	▲ +0.17	▲ +0.31%
Energy (XLE)	$55.08	▲ +0.26	▲ +0.47%
Healthcare (XLV)	$160.84	▼ -1.33	▼ -0.82%
Consumer Discretionary (XLY)	$117.24	▲ +0.39	▲ +0.33%
Consumer Staples (XLP)	$84.12	▲ +0.92	▲ +1.11%

Top Market News

McConnell provides health update after long unexplained absence; says he suffered fall, pneumonia — Read full article at CNBC
Oil prices rise as U.S. and Iran fight for control of Strait of Hormuz — Read full article at CNBC
Daily Stock Market Live — Read full article at CNBC
Goldman Sachs picks its favorite Chinese AI models — Read full article at CNBC
Earnings playbook: Reporting season gets underway with JPMorgan Chase, Netflix on deck — Read full article at CNBC

Key Market Themes

Energy Rally on Iran Geopolitical Risk: Oil prices rose as U.S. and Iran clashed over control of the Strait of Hormuz — a critical global oil chokepoint. XLE (Energy) gained +0.47% on the session.
Financials Sector Holds Steady: XLF advanced +0.31% as banks prepared to report Q2 earnings. JPMorgan Chase kicks off the season this week — a key barometer for sector health.
Healthcare Lags on Political Uncertainty: XLV fell -0.82% as Senator McConnell's extended health absence renewed political uncertainty around drug pricing legislation.
Consumer Staples Outperform: XLP led defensively with +1.11% — typical behavior when investors seek safety amid geopolitical uncertainty.
Goldman's China AI Call: Goldman Sachs highlighted Chinese AI model leaders as a top second-half theme, reflecting continued Wall Street fascination with competing LLM ecosystems.

Looking Ahead

Q2 earnings season accelerates this week with JPMorgan Chase (Tuesday) and Netflix (Thursday) as the marquee names. Any guidance miss on tariffs or consumer spending could quickly shift sentiment. On the geopolitical front, Strait of Hormuz tensions keep energy stocks volatile. Watch PPI inflation data later in the week for clues on Fed rate-cut timing.

Data sources: Yahoo Finance (market data), CNBC (news). Report generated 2026-07-13.