Record Oil Sinks Stocks

Stocks fell Friday on disappointing
guidance from Dell,
a wider-than-expected trade deficit and record
high oil prices. Oil crossed the $67 mark
intraday and gasoline futures topped $2/gallon.
Crude rose 7.3% this week. Airline
stocks were hit on the higher energy news.

The trade deficit for June widened to $58.8 billion in June vs $55.35
billion in May.

Dell (DELL)
reported record Q2 earnings, in-line at 0.38/share. Net income was $1.02
billion. Revenue was $13.4 billion, slightly lower than expected. The stock
traded lower after hours. Goldman downgraded the stock to in-line.

Dreamworks
(
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swung to a Q2 loss
and reaffirmed its lowered 2005 earnings forecast.

Kohl’s
(
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beat by 0.02. Revenue
rose 16%.

Murphy Oil
(
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was added to the S&P 500 after the close,
replacing Nextel
(
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. Next Thursday marks the 1-year anniversary
of Google’s
(
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IPO; many speculate it will be added to the S&P
500 after its mandatory 1-year listing eligibility.

Strong sectors were:  Gold

(
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+0.50%    

Weak sectors were:   Computer Tech 

(
XCI |
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-1.47%         Semis

(
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-1.32%      Airlines

(
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-1.16

Dow -84.79 10,601.10
Nasdaq -17.65 2156.90
S&P 500 -7.36 1230.45

Stocks in the news:

Movie Gallery
(
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missed by 0.06.
Same store revenues fell in urban and rural markets.

Nvidia
(
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beat by 0.07.

Jamdat Mobile
(
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guided lower for Q3.

Emulex
(
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beat by  0.06.

An Arizona court dismissed a wrongful death suit against Taser
(
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.

Brice Wightman