What Moved Markets — 2pm ET, May 12, 2026

Headlines

• •Korea political shockwave — SanDisk and Micron tumble 9%, Intel loses roughly 9%

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• •April CPI hits 3.8% — Nasdaq 100 dips, 30-year Treasury yield breaches 5%

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• •Google and SpaceX in talks for orbital data centers — ahead of SpaceX's targeted $2T IPO

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• •Amazon expands 30-minute delivery and Prime Video 'Clips' — pushing deeper into instant commerce

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• •First Majestic Cashes In Big On Soaring Gold And Silver Prices

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• •Hedge Fund and Insider Trading News: Michael Burry, Ray Dalio, Warren Buffett, Bill Ackman, Millennium Management, Citadel Investment Group, Veeco Instruments Inc (VECO), Astera Labs Inc (ALAB), and More

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• •These Analysts Revise Their Forecasts On United Parks & Resorts After Q1 Results

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