The S&P 500 ($ Spy) (SPY) increased today +0.35 %, which is the Dow Jones Industries ($ DOI) +03 % index (DIA) +0.03 %, and the NASDAQ 100 ($ IUXX) (QQQ) +0.70 % increased. Futures increased in September (S&P) (ESU25) +0.23 %, and the future NEQU25 in September (NQU25) +0.58 %.
Stock indicators are escalating today, with the deployment of the S&P 500 and NASDAQ 100 from the highest new standard. The possibilities of mitigating the additional federal reserves raise shares today on the speculation that the Federal Reserve will represent towards supporting the labor market, despite the risk of inflation. The bond revenues rose on Wednesday, and the shares turned into a mixture despite the reduction of interest rates in the Federal Reserve style by 25 basis points and indicate 50 other basis points of price discounts by the end of the year due to the militant comments from the Federal Reserve President Powell, which highlighted the risk of continuous inflation and indicates less support for a deeper policy in the Federal Reserve.
The power in the shares of the semiconductors today is another bullish factor in the total market, led by a 20 % increase in Intel after NVIDIA agreed to invest $ 5 billion in the company, and said that the two will develop computers and data centers.
The stock indicators have declined from their best levels today, as American economic news has better paid than expected to the top. Weekly first unemployment claims decreased by -33,000 to 231,000, indicating a stronger job market than 240,000. Also, the philadelphia philadelphia Resupt Outlook survey has risen to the highest level in 8.2 months, stronger than 1.7 expectations. The T-Note returns for 10 years to the highest level per week today by 4.12 %.
Market pricing an 86 % chance to reduce -25 basis points at the next FOMC meeting on October 28-29.
Foreign stock markets today are mixed. Euro Stoxx 50 rose to a height of 3.5 weeks and rose sharply by +1.32 %. The Chinese Shanghai compound decreased from the highest level in 10 years and closed by 1.15 %. Nikki’s share in Japan gathered 225 to a new standard level and closed +1.15 %.
Useful interest rates
December 10 of T -Notes (Znz5) today decreased by -8 ticks. The T-Note revenue increases for 10 years by +2.7 BP to 4.114 %. December T-Notes abandoned night gains and decreased to the lowest level in the two weeks, and the T-Note revenue increased for 10 years to a two-week increase of 4.118 %.
T-Notes declined today after the weekly initial unemployment claims fell more than expected, and the philadelphia expectation of Philadefhia increased to high factors for 8 months of the FBI policy. Also, high inflation expectations for T-Notes after an increase in the 10-year tie inflation today increased to the highest level per week at 2.408 %.
T-Notes initially moved on the risk of additional federal reserves. After cutting the rate of federal funds to the target by 25 basis points on Wednesday, the Federal Reserve indicated 50 other basis points of price discounts by the end of the year.
Fears about the independence of the Federal Reserve, negatively affecting T, due to President Trump’s attempt to shoot the ruler who feeds on Cook and Niwi Stephen Miran to hold the position of Federal Reserve Governor while he remains technical in his role in the White House in the Economic House of Economists.
European government bonds revenue today rises. The German return increased for 10 years to the highest level in 2 weeks at 2.719 % and increased +3.4 basis points to 2.709 %. The UK’s revenue increases for 10 years +2.9 basis points to 4.654 %.
As expected, the Bank of England maintained, in a 7-2 vote, the official bank rate unchanged at 4.00 %, and the governor of the Bank of England Billy said that price cuts should be made “gradually and carefully”.
The bares are due to a 2 % opportunity to reduce the interest rate by the European Central Bank at the next policy meeting on October 30.
American engines
Intel (INTC) increased by more than +23 % due to the rise in chips and profit shares in the S&P 500 and NASDAQ 100 after NVIDIA agreed to invest $ 5 billion in the company, and the two said from a class code for personal computers and data centers. Also, ASML Holding NV (ASML) increased more than +5 % and Marvell (MRVL) and KLA Corp (Klac) more than +4 %. In addition, applied materials (AMAT), Micron (MU), Lam Research (LRCX) increased more than +3 %, and NVIDIA (NVDA) increased more than +2 % to lead the winners in Dow Jones Industrial. Finally, Globalfoundries (GFS), on semiconductor (ON), micro chip technology (MCP), analog devices (ADI), NXP Semiconductors NV (NXPI) more than +1 %.
Crowdstrike Home (CRWD) increased more than +9 % in the wake of an investor briefing as the company discussed the artificial intelligence strategy and gave initial financial forecasts 2027 that many analysts see strong.
IonQ (IonQ) increased more than +5 % after signing the Memorandum of Understanding (MO) with the US Department of Energy to enhance the development and deployment of quantum technologies in space.
89BIO (ETNB) increased more than +86 % after Roche said it would get the company for $ 3.5 billion per share $ 14.50 per share.
Aerovironment increased more than +3 % after the Bank of America Global Research began to cover the share with a recommendation to buy and a price goal of $ 300.
Allstate (all) increased more than +2 % after reporting Aug CustomPhe losses of $ 168 million, a decrease of -8.7 % m/m.
CSX Corp (CSX) increased more than +1 % after upgrading RBC capital to performance from the sector with the price of $ 39.
Red Cat (RCAT) decreased more than -11 % after announcing that it intends to sell shares from its shared shares in a public offering. o The main winners in Nasdaq 100 after the upgrade Guggenheim Securities to buy from Neutral with the price of the price of $ 285.
Darden restaurants (DRI) decreased to more than 9 % to lead the losers in the S&P 500 index after expecting 2026 profitable arrow profit from continuous operations from $ 10.50 to $ 10.70, which is the center point without $ 10.67.
ARM Holdings (ARM) decreased to more than 5 % to lead the losers in NASDAQ 100, and advanced accurate devices (AMD) decreased by more than 3 % on news that NVIDIA will invest $ 5 billion in Intel and the two will participate in the design of chips in computers and data centers design.
The Cracker Barre Old Country (CBRL) has decreased by more than -4 % after expecting 2025 revenues of $ 3.35 billion to $ 3.45 billion, weaker than a consensus of $ 3.52 billion.
NUCOR (NUE) decreased more than -4 % after predicting the Q3 arrow letter from $ 2.05 to $ 2.15, much lower than a consensus of $ 2.59.
FACTSET (FDS) research systems decreased more than -3 % after reporting the profitability of the amended arrow in Q4 from $ 4.05, less than $ 4.15, and predicted 2026 with a profitability of the amended arrow profit from $ 16.90 -17.60 dollars, weaker than 8.30 dollars.
Profit reports (9/18/2025)
Darden Restaurants Inc (DRI), Ennis Inc (EBF), FactSet Research Systems Inc (FDS), Fedex Corp (FDX), Golden Matrix Group Inc (GMGI), Lennar Corp (LEN), Scholastic Corp (Schlo).
On the date of publication, Rich Asplund did not have positions (either directly or indirectly) in any of the securities mentioned in this article. All information and data in this article are only for media purposes. This article was originally published on Barchart.com
