Investors will focus on several potential market-moving events on Tuesday, including the release of U.S. housing starts data before the opening bell. The report could influence homebuilder stocks, many of which have rebounded recently despite remaining below their previous highs. Toll Brothers has gained 18% over the past month, Hovnanian is up 25%, D.R. Horton has risen nearly 15%, Lennar has advanced 9%, and PulteGroup has added more than 11%. Another key development will be the start of options trading for SpaceX on the Cboe, following the company's blockbuster public debut. After surging nearly 20% on its second trading day, SpaceX reached a market capitalization of approximately $2.5 trillion, approaching Amazon's valuation. Market participants will closely watch options activity for signals about investor sentiment and volatility expectations. Workday will also hold its annual meeting amid a challenging period for the software company. $TOL $HOV $DHI $LEN $PHM

Homebuilder sentiment fell for the second time in three months in June, extending the longest streak of low confidence since the foreclosure crisis of 2011-2012, according to the National Association of Home Builders. High mortgage rates, rising material costs, and a tough affordability environment are making it harder for builders to sell new homes. More builders are cutting prices to close deals, with 35% reporting reductions in June, up from 32% in May, while 62% offered sales incentives to attract buyers. Read more: rltor.cm/h5SgoU

I think it depends on the returns on capital earned by the middlemen. It can vary widely between industries based on how concentrated or dispersed the supply is (e.g. homebuilder supply distributor vs nuts and bolts distributor like Fastenal). Sometimes the middleman is the much better business. ORLY another example at least for half their business: they sit between lots of suppliers and lots of body shops, and it's a great business

Homebuilder sentiment fell again. Translation: buyers can’t afford the monthly payment, builders can’t afford the materials, and everyone is pretending the “housing shortage” alone can fix the math. Even builders are cutting prices to move inventory.

US homebuilder sentiment falls in June amid rising costs msn.com/en-us/money/realesta…

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U.S. homebuilder sentiment fell in June as higher mortgage rates, rising construction costs and affordability challenges weighed on housing demand. finance-commerce.com/2026/06…

US homebuilder sentiment drops in June as mortgage rates rise finance.yahoo.com/economy/po…

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I didn't know, asked Grok: "This episode is often framed as family-led corporate governance activism to refocus strategy, improve performance, and protect shareholder value rather than a day-to-day operational "cleanup" by the younger Pulte alone. The company has since grown and remains a major homebuilder. Note that public narratives vary—some view it as successful activism, while others highlight family tensions and Pulte's combative style."

BOXABL CEO Galiano Tiramani says D.R. Horton, the largest homebuilder in the U.S., is both an investor in @BOXABL and a customer. Meanwhile, BOXABL is advancing its next-generation "Phase 2" modules with larger layouts and updated manufacturing methods. A homebuilder of that scale doesn't test new construction models by accident.

A Christian homebuilder in Texas is gaining attention after announcing that Bible verses will be permanently engraved into every home it builds. Calvary Homes TX, based in Rio Grande Valley, has begun stamping Scripture references into the concrete of its new homes, including verses such as John 3:16. The company says the decision is part of its mission to honor God through its work and remind homeowners of the foundation of faith behind each house. “We want to glorify Jesus through every house we build,” the company explained. While homes are available to buyers of all backgrounds and beliefs, the builder says its Christian values will remain at the center of its business. The announcement has sparked widespread discussion online. Many Christians praised the company for boldly sharing its faith in a culture that often pressures believers to stay silent, while others questioned whether faith and business should be mixed in this way. For supporters, the message is simple: every home needs a strong foundation, and the strongest foundation is God's Word. “As for me and my house, we will serve the Lord.” — Joshua 24:15

Huge divergence in homebuilder sentiment between the northeast and the south ... the former is back to its 14-year low

Homebuilder sentiment dips in Jun, erasing most of May's gain, as current sales conditions declined; both sales expectations and foot traffic were unchanged; 35% of builders cut prices and 62% used sales incentives in Jun - both up from May:

Bloomberg: $CL_F short term sharp down! crude oil futures plunge A Bloomberg reporter summarizes key market drivers: the reopening of the Strait of Hormuz (US-Iran deal) is pushing crude oil futures down and lifting stocks. Rising mortgage rates and raw material costs are hurting homebuilder sentiment. Fox struck a $22B deal to buy Roku. US World Cup victory is driving up ticket prices for upcoming matches. #WTI #CrudeOil #Energy #OilMarket @Bloomberg signaltube.just-get.com/Inte…

Shared space. I need the networking right now. It's part of a larger structure for the largest homebuilder in our city. 500 employees. More convenient to stay home, but network building is too important to be home right now.