The US stock market did not ease into Monday morning. The S&P 500 added $675 billion in market capitalization at the open on July 27, 2026, a single-session move that signals just how quickly sentiment can shift when geopolitical clouds start to clear.
The catalyst was a meaningful de-escalation between the US and Iran, which took pressure off oil markets and gave equity traders exactly the excuse they needed to buy.
What actually happened
Futures pointed to the move before markets even opened. The Nasdaq-100 was up 1.61% in pre-market trading, the S&P 500 gained 0.96%, and the Dow added 0.95%.
To put the $675 billion figure in context, previous notable single-session market-cap moves in 2026 included a $560 billion gain on a 0.83% open and a $420 billion move on a 0.7% session. Monday’s number was the largest of those three.
