U.S. Equities Suffer Broad Tuesday Selloff: Tech, Energy, Quantum Names Drop 3-9%

The Quick Take

• More than 40 U.S. stocks fall 3%-9% on Tuesday with quantum computing and space tech hardest hit.
• AST SpaceMobile leads declines at -9.2%, followed by Rigetti Computing -8.6% and XPeng -8.5%.
• Bright spots emerge in consumer names: Expedia +5.4%, Dollar Tree +4.0%, e.l.f. Beauty +3.9%.

Tuesday's equity session saw broad-based selling pressure across the U.S. market, with over 40 names posting losses of 3% or greater. The heaviest selling concentrated in speculative and high-beta sectors: satellite communications firm AST SpaceMobile fell 9.2%, quantum computing name Rigetti Computing dropped 8.6%, and EV maker XPeng declined 8.5%. AeroVironment shed 7.5% and Futu Holdings fell 6.3%, suggesting risk-off positioning across multiple growth verticals simultaneously.

Energy and materials names also faced pressure, with PBF Energy down 5.5%, Delek US Holdings off 4.7%, and aluminum producer Alcoa declining 4.7%. The selling in energy stocks coincides with macro uncertainty weighing on commodity equity valuations. Semiconductor-adjacent names like Entegris fell 3.8% and Rambus declined 4.6%, reflecting caution ahead of the earnings cycle data release schedule.

Consumer discretionary offered relative shelter: Expedia surged 5.4% on travel demand resilience, Dollar Tree advanced 4.0% as value retail benefits from macro caution, and e.l.f. Beauty rose 3.9%. Gartner gained 3.5% and AGCO rose 3.1% in agriculture equipment, while Iamgold gained 3.1% in gold mining. These pockets of strength demonstrate selective consumer and commodity safe-haven rotation beneath the headline equity weakness.

Synthesized from 46 sources — full coverage, sentiment breakdown, and forward signals below.