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S&P 500 closes lower after notching new intraday high

The Nasdaq 100 eked out a small gain, while the Russell 2000 fell.

Tasha Matsumoto

The S&P 500 closed lower after notching a new intraday record high. The Nasdaq 100 managed to eke out a small gain, while the Russell 2000 fell.

Investors reviewed mixed employment data, in which the December ADP employment report showed private payrolls rising but the November JOLTS showed jobs openings falling. Friday’s December jobs report could offer more insight into the Fed’s path to easing in 2026.

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AST SpaceMobile rises after favorable commentary from BofA

Mobile-services-from-space play — and retail investor favorite — AST SpaceMobile rose after receiving a target price upgrade from Bank of America analysts.

In a note published Thursday, BofA telecom services analysts lifted their price target for the stock to $100 from $85, while noting that the low-Earth orbit satellite industry — which supercharged stocks like Rocket Lab, Planet Labs, and AST in 2025 — is set to gain more attention this year:

“We expect the momentum to intensify in 2026 as providers like ASTS and Starlink jockey to offer full cellular service and capture subscribers. Debates will likely grow regarding Starlink’s plans to offer full cellular service and regulatory decisions on Ligado and EchoStar spectrum transactions are events to watch. Carrier partnerships could evolve and pricing and plan decisions should be clearer by year end as ASTS approaches full constellation operability.”

Still, they maintained their “neutral” rating on the stock, saying they “await progress on ASTS 1) fully producing and subsequently launching its BlueBird satellite constellation, 2) successfully operating the constellation, and 3) capturing subscribers and turning them into revenue paying subscribers before becoming more constructive on the story.”

The market has been less reticent: the money-losing company’s shares are up approximately 300% over the last year.

Bulls pour into Joby and Archer options as Trump's push for record defense budget boosts eVTOL names

Options traders appear bullish on electric aircraft makers like Archer Aviation and Joby Aviation on Thursday, with large volumes boosting the stocks following President Trump’s call for a record $1.5 trillion US military budget for 2027.

Both companies, as well as newly public rival Beta Technologies, have sizable defense contracts. In July, Archer CEO Adam Goldstein told Sherwood News that he believes the company’s defense side will outpace its civil air taxi service for at least a decade.

Traders seem to believe him. As of 10:53 a.m. ET, about 31,000 Archer call options had exchanged hands, around 9,000 short of its 20-day average for a full day. Joby saw roughly 20,000 call options traded by the same time, eclipsing its 20-day average. For the most actively traded calls for Joby and Archer (C$17s expiring February 20 and C$9s expiring on Friday, respectively), volumes on the ask side are outstripping the bid or mid, indicating motivated buyers.

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