PNC Financial, US homebuilders, Johnson & Johnson

Rate-sensitive small-cap stocks led Wall Street higher on Tuesday after retail sales data did little to dampen hopes of a September rate cut, while UnitedHealth's results lifted the Dow to a record high.

At 13:56 ET, the Dow Jones Industrial Average DJI was up 1.56% at 40,838.49. The S&P 500 SPX was up 0.35% at 5,650.98 and the Nasdaq Composite IXIC was down 0.16% at 18,443.911.

The top three S&P 500 (.PG.INX) percentage gainers:

** Match Group Inc , up 7.7%

** Builders FirstSource Inc , up 6.7%

** State Street Corp , up 6.6%

The top three S&P 500 (.PL.INX) percentage losers:

** Charles Schwab Corp , down 8.9%

** Raymond James Financial Inc , down 4.6%

** The Progressive Corp , down 3.6%

The top three NYSE (.PG.N) percentage gainers:

** Logistic Properties of the Americas , up 37.5%

** American Well Corp , up 24.8%

** AEON Biopharma Inc , up 24.6%

The top three NYSE (.PL.N) percentage losers:

** Microsectors Gold Miners 3x Inverse Leveraged ETN , down 9.8%

** Charles Schwab Corp , down 8.9%

** Direxion Daily Small Cap Bear 3x Shares , down8.8 %

The top three Nasdaq (.PG.O) percentage gainers:

** Silo Pharma Inc , up 104.7%

** NaaS Technology Inc , up 57.9%

** Locafy Ltd , up 34.2%

The top three Nasdaq (.PL.O) percentage losers:

** CYNGN Inc , down 25.4%

** Antelope Enterprise Holdings Ltd , down 18.2%

** Zeo Energy Corp , down 14.8%

** Match Group Inc MTCH: up 7.7%

BUZZ - Climbs on report activist investor Starboard has built stake

** Tesla Inc TSLA: up 1.0%

BUZZ - Jumps; Musk plans to give around $45 mln a month to pro-Trump super PAC

** Trump Media & Technology Group Corp DJT: down 8.7%

BUZZ - Takes a breather after three-day rally

** UnitedHealth Group Inc UNH: up 5.6%

BUZZ - Gains after Q2 profit beat

** EPAM Systems Inc EPAM: up 5.6%

BUZZ - Rises after Jefferies upgrades stock on AI optimism

** Bank of America Corp BAC: up 5.6%

BUZZ - Rises on upbeat Q4 net interest income forecast, Q2 profit beat

** Silo Pharma Inc SILO: up 104.7%

BUZZ - Rises on licensing deal for Alzheimer's drug

** Palantir Technologies Inc PLTR: down 1.0%

BUZZ - Slides on Mizuho downgrade citing high valuation

** Boeing Co BA: up 4.5%

BUZZ - Bernstein raises Boeing PT on China delivery resumption

** Morgan Stanley MS: up 0.8%

BUZZ - Rises as investment banking strength boosts Q2 profit

** Datadog Inc DDOG: up 0.3%

BUZZ - Advances after Mizuho upgrades to outperform

** Yum Brands Inc YUM: up 0.6%

** Starbucks Corp SBUX: up 3.3%

** McDonald's Corp MCD: up 1.7%

BUZZ - Evercore warns on tough US, China trends for fast-food chains, cuts PTs

** Barrick Gold Corp ABX: up 4.3%

BUZZ - Rises after reporting uptick in Q2 production

** Charles Schwab Corp SCHW: down 8.9%

BUZZ - Drops as Q2 net income falls

** KBR Inc KBR: up 2.9%

BUZZ - Shares rise after co announces acquisition of LinQuest Corp

** Shopify Inc SHOP: up 7.2%

BUZZ - Snapping 6-day losing streak after BofA turns bullish

** JinkoSolar Holding Co Ltd JKS: up 6.7%

BUZZ - Gains after forming JV with Saudi's PIF and Vision Industries

** Taboola.com Ltd TBLA: up 7.6%

BUZZ - Rises on report company to sell ads for Apple

** Newmont Corp NEM: up 2.2%

** AngloGold Ashanti Ltd AU: up 2.3%

** Sibanye Stillwater Ltd SSW: up 4.5%

** Gold Fields Ltd GFI: up 6.1%

BUZZ - Gold miners gain as bullion hits record-high

** State Street Corp STT: up 6.6%

BUZZ - Up after higher AUM, Q2 revenue beat

** PNC Financial Services Group Inc PNC: up 4.4%

BUZZ - Rises after second-quarter profit beats estimates

** LGI Homes Inc LGIH: up 7.7%

** M/I Homes Inc MHO: up 6.6%

** Century Communities Inc CCS: up 4.7%

** Pultegroup Inc PHM: up 6.1%

BUZZ - US homebuilders, real estate stocks jump on rate-cut bets

** Johnson & Johnson JNJ: up 0.8%

BUZZ - Rises ahead of Q2 earnings

** Amazon.com Inc AMZN: up 0.1%

BUZZ - Edges up as Prime promotion kicks off

** Nike Inc NKE: up 1.9%

** Under Armour Inc UA: up 1.9%

** Lululemon Athletica Inc LULU: up 1.7%

** On Holding AG ONON: up 3.4%

BUZZ - US sportswear companies up after Adidas raises FY24 earnings forecast

The 11 major S&P 500 sectors: