Historical Stock Market News Stories

Inflation Steady; Tariffs Hit Pharma, Trucks Hard!

This article explains how yesterday’s in-line PCE inflation print tempered rate fears while a surprise tariff package set to take effect Oct. 1 is creating clear sector winners and losers — notably U.S. drugmakers, heavy-truck and housing-related stocks — and the likely index-level implications for the S&P 500, Dow 30 and Nasdaq.

PCE Steady; Boeing Regains FAA Delivery Powers

August PCE matched expectations, keeping inflation on a gradual descent and supporting S&P 500 and Nasdaq sentiment. Separately, the FAA moved to return limited certification authority to Boeing for certain 737 MAX and 787 deliveries, a concrete positive for Boeing and the Dow 30’s industrial weighting.

PCE In Line; U.S. Tariffs Shake Trucks, Pharma Now!

Core PCE matched expectations, calming near‑term rate‑cut odds, while the White House’s targeted tariffs (trucks, furniture, cabinetry, some drugs) created sector‑specific winners and losers—helping the Dow outpace the Nasdaq and shifting index leadership into industrials and select healthcare names.

Tariffs Slam Healthcare; Intel Seeks Apple Deal Now

New U.S. tariffs targeting branded drugs and household goods (effective Oct. 1) hit healthcare and consumer-related Dow names, while reports that Intel has approached Apple for investment lifted chip and tech shares—both moves reshaping near-term index flows for the S&P 500, Dow 30 and Nasdaq.

Jobless Claims Fall; Intel in Talks with Apple IPO

Weekly jobless claims dropped to 218,000, keeping rate‑cut odds lower, while reports that Intel has held early talks with Apple about a possible investment lifted chip shares — both moves reshaped investor positioning in U.S. large-cap indexes.

Fed Caution, Housing Surge, AI Deals Shake Stocks!

In the last 24 hours, Fed Chair Powell’s warning on rich equity valuations and a surprise 20%+ jump in new-home sales drove divergent sector moves: tech leaders paused while homebuilders and cyclical names rallied. Watch upcoming GDP, durable-goods, jobless claims and Core PCE for the next directional cues.

Powell Warns Valuations; Nvidia Deal Scrutinized!!

Fed Chair Powell said equities look “fairly highly valued,” triggering a pullback in the S&P 500 and Nasdaq, while legal scrutiny over a proposed Nvidia–OpenAI tie-up elevated antitrust risk for megacap tech.

Nvidia-OpenAI Deal Spurs Rally; Powell Pauses Cuts

In the past 24 hours, a headline Nvidia–OpenAI letter of intent and Federal Reserve Chair Jerome Powell’s cautious comments on further rate cuts drove market moves. The Nvidia announcement — large-scale systems deployment and a potential multibillion strategic investment — accelerated tech and AI-led gains across the Nasdaq and S&P 500, while Powell’s “go‑slow” stance on additional rate reductions tempered the rally, adding pressure to rate-sensitive sectors and prompting traders to reprice near-term cut expectations.

Nvidia-OpenAI Deal Lifts Indexes; Apple Rally Now!

Nvidia’s strategic pact with OpenAI and a bullish Apple upgrade drove S&P 500, Nasdaq and the Dow to record closes, while Fed officials pushed back on near-term easing and the White House clarified a contested H‑1B fee — easing tech operational worries. Pfizer’s buyout in obesity therapeutics underscores ongoing sector consolidation.

Nvidia-OpenAI Deal Boosts Tech; $100K H‑1B Fee Now

Nvidia signed a letter of intent with OpenAI to deploy at least 10 gigawatts of Nvidia systems and plans a multibillion-dollar investment, a development that strengthens Nvidia's influence on the S&P 500 and Nasdaq. At the same time, the White House announced a $100,000 one‑time fee for new H‑1B petitions filed after Sept. 21, 2025, creating a near‑term hiring cost shock for H‑1B‑dependent tech firms and a potential headwind for index constituents reliant on foreign talent.

S&P 500 Shakeup; H-1B $100K Fee Roils Tech Updates

S&P 500 reconstitution adds Robinhood, AppLovin and EMCOR while removing MarketAxess, Caesars and Enphase—triggering predictable index flows at the open and close. Separately, the White House’s $100,000 fee on new H‑1B petitions (effective Sept. 21) sent Indian IT names lower and raised short- and medium-term staffing and margin questions for U.S. tech firms.

Fed Cut Sparks S&P 500, Dow 30, Nasdaq Rally Today

Following the Fed's recent rate cut to 4.00%–4.25%, the S&P 500, Dow 30 and Nasdaq Composite pushed to fresh records. No index membership changes were announced over the weekend; attention now turns to incoming core PCE inflation, labor data and corporate earnings revisions that could sustain or reverse the advance.

TikTok Deal Progress Lifts Nasdaq, Tech Stocks Now

An emerging TikTok agreement—giving Americans algorithm control and a U.S.-led board—has eased a major regulatory overhang for big tech, prompting investors to watch Nasdaq and mega-cap names closely as China reiterates its concerns but signals talks continue.

S&P 500 Rally After Fed Cut, Investors Pull Cash!!

A fresh Fed rate cut and tech-sector catalysts pushed the S&P 500, Dow and Nasdaq to record closes, even as investors pulled roughly $43.2B from U.S. equity funds — a sign of profit-taking amid stronger headline moves.

S&P 500, Dow, Nasdaq Reach Records; Funds Flee Now

Major U.S. indexes closed at fresh highs while investors pulled large sums from equity funds. Record S&P, Dow and Nasdaq readings masked uneven breadth — small caps lagged — and Reuters-flagged fund outflows and a Supreme Court docket on tariffs and Fed governance add concrete downside risks to a rally driven by post-Fed optimism and select earnings.

Nvidia Invests $5B in Intel; TikTok Deal Nears Now

Nvidia is buying $5B of Intel stock to co‑develop data‑center and PC chips, while a U.S. TikTok spin‑off backed by Oracle was approved in principle after a Trump‑Xi call—boosting Intel, Oracle and related tech names.

Fed Rate Cut Boosts Stocks; Nvidia Backs Intel $5B

A 25-basis-point Fed rate cut and Nvidia’s $5 billion stake in Intel drove U.S. benchmarks to record closes and produced a sharp rally in semiconductor stocks. This article breaks down the moves, immediate market reactions, and practical watchpoints for investors.

Fed Cuts 25bps; Nvidia-Intel Deal Propels Tech Now

The Federal Reserve trimmed its policy rate by 25 basis points and signaled an easing path, while a concrete Nvidia–Intel commercial tie‑up sent mega‑cap tech stocks higher. The S&P 500 and Nasdaq posted fresh intraday highs as investors reacted to the Fed move, the chip-sector development, and stronger-than-expected labor and regional manufacturing data.

Fed Cuts 25bps; China Orders Halt on Nvidia Chips.

The Fed trimmed its policy rate by 25 basis points to 4.00%–4.25% and signaled further easing next year, while China’s regulators told major internet firms to stop buying Nvidia’s China-market AI chips. Markets reacted unevenly: the Dow rose, the S&P edged down, and the Nasdaq fell as semiconductor and big-tech names absorbed the China headline.

Fed Cuts Rates; Nvidia Faces China Chip Ban Shock!

A 25 bp Federal Reserve rate cut and Beijing’s directive to halt purchases of Nvidia AI chips drove mixed index moves: Dow 30 strength on cyclical winners, Nasdaq dragged by heavyweight tech exposure. Here’s what happened, why it mattered, and the near-term watchlist.