Stock Market Today: HIMS Misses, CRCL Surges & LITE Joins Nasdaq-100

Schwab Network (ex‑TD Ameritrade Network)
Schwab Network (ex‑TD Ameritrade Network)May 11, 2026

Why It Matters

Record highs and Nasdaq‑100 reshuffling signal strong tech momentum, while earnings misses and upcoming macro data will steer investor positioning.

Key Takeaways

  • S&P 500 and Nasdaq‑100 hit fresh record highs
  • Energy sector leads gains; communications lag behind today
  • Hims & Hers misses earnings, posts $0.40 loss per share
  • Circle’s USDC circulation up 30%, launches AI payments tool
  • Lumen Technologies joins Nasdaq‑100, replacing Co‑Star Group effective Monday

Summary

All four major U.S. indexes closed higher on Tuesday, with the S&P 500 and the Nasdaq‑100 each posting fresh all‑time highs. Energy stocks led the rally, while communications, consumer staples and discretionary lagged.

The day's standout moves came from a mix of earnings and index changes. Hims & Hers reported a surprise loss of $0.40 per share despite 4% revenue growth and 9% subscriber gains, prompting a downgrade of its full‑year outlook. Circle, the stable‑coin issuer, saw USDC circulation jump nearly 30% year‑over‑year and unveiled an AI‑driven payments platform called Circle Agent Stack.

Circle’s momentum helped lift its share price to a new record, and the company will be added to the Nasdaq‑100 on May 18, replacing Co‑Star Group. Optical networking firm Lumen Technologies, which has surged more than 1,500% over the past year, will also join the index, reflecting the tech‑heavy shift.

The market’s upward bias underscores investor optimism ahead of upcoming CPI and NFIB data, as well as earnings from JD.com, On Holding and Oaklo. The index additions and earnings surprises could reshape sector weightings and drive short‑term trading strategies.

Original Description

Hims & Hers (HIMS) stock fell after missing earnings estimates and posting a surprise loss despite strong subscriber growth. Circle (CRCL) rallied on earnings and unveiled new AI powered payment tools and Lumentum (LITE) hit a new all-time high after being added to the Nasdaq-100 effective May 18.
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