Nasdaq, S&P 500 end higher with Alphabet, Apple, rate-cut hopes; Dow dips

Nasdaq, S&P 500 end higher with Alphabet,

Apple, rate-cut hopes; Dow dips

By Caroline Valetkevitch

September 3, 2025  4:52 PM 

Today’s good news was the court ruling that Google could not be broken up, thereby assuring investors of not only protection for Google’s industry position but also Apple’s for the business it does with Google, specifically lucrative payments to the iPhone maker. That added to the now 96% odds for a rate cut on 9/17 and tech had a very good day, zooming up 3-digits on the Nasdaq. The Dow had a reversal of fortune which often happens on tech’s good days, dropping as low as a 300 point loss as late as 3:30 before zooming back up to near break-even.  

Wall Street ends lower as ruling on Trump tariffs raises concerns

Wall Street ends lower as ruling on Trump tariffs raises concerns

By Caroline Valetkevitch

Tue September 2, 2025 6:55 PM

It was not a good day. If there’s one thing the market doesn’t like it’s uncertainty and this weekend’s appeals court ruling striking down most of Trump’s tariffs have introduced a whole new layer of uncertainty into the equation. Questions abound – will this ruling stand and trigger another big correction or be overturned by a higher court in which case we’re back where we started? Does the ruling mean that Trump has alienated our trading partners? All this caused massive disruption, with the Dow down 600 points at open, and bouncing around all day to close at a 249 point loss, with the other indexes following an almost identical pattern.  

S&P 500 ends lower as Dell and Nvidia drop

S&P 500 ends lower as Dell and Nvidia drop

By Noel Randewich

Fri August 29, 2025 4:22 PM

It was a straight shot down triple-digits for tech from the outset that stayed that way all day, the Dow doing a little better reaching a low of a minus 260 by 11 a.m. but then recovering the rest of the day to close just 92 down. It was a third day for losses for Nvidia when, though it did very well, failed to meet the impossible expectations that investors brought to the game. Dell and other AI stocks also fell. As today’s expert noted, “Today is just weakness in the top of the market, in tech. This is not the first time that we’ve had some worries about over-investment in AI.” 

S&P 500, Dow score record high closes as Nvidia results buttress AI rally

S&P 500, Dow score record high closes as Nvidia results buttress AI rally

By Noel Randewich

Thu August 28, 2025 6:41 PM  

All the indexes started the day in the red but at least tech didn’t stay there long as both the S&P and Nasdaq started an immediate rebound enjoying recovery all day and closing nicely in the black. The Dow wasn’t so lucky, spending half the day in the red, down some 120 points by 10 a.m. but finally broke even after noon and managed to squeeze out a 71 point gain by close. Of course, as has been mentioned all week, the trigger for all this was Nvidia which mystified traders last night by losing ground even though it turned in a report exceeding estimates and also forecast strong Q3 revenues. But as it turned out, it didn’t exceed estimates by enough and that’s what caused the downfall, which thankfully was modest.  

S&P 500 notches record close; traders turn to Nvidia results

S&P 500 notches record close; traders turn to Nvidia results

By Noel Randewich

Wed August 27, 2025 4:59 PM  

Today has been all about Nvidia. And they didn’t even report yet, that due after the bell. But yesterday’s pessimism turned into optimism today with everyone expecting a stellar Q2. In fact, today’s expert really went over the top with his enthusiasm, “Nvidia is going to produce humongous revenue gains over the next nine months, op top of an already humungous revenue base. Investors should prepare themselves for a world where Nvidia is a double-digit percentage of the S&P 500.”  So all three indexes were on an upward trajectory all day, if only modestly, except the Dow which was more than modest in the 3-digits.  

S&P 500 ends higher after Trump attacks Fed; Nvidia climbs

S&P 500 ends higher after Trump attacks Fed; Nvidia climbs

By Noel Randewich

Tue August 26, 2025 5:17 PM  

The three indexes ran more or less flat until about 2 pm, dampened by Trump’s interference in the Fed’s independence which is deeply concerning to the markets. But after 2 pm, focus was redirected to the likelihood of the September rate cut which triggered more buying and left all three closing respectably in the black. The sentiment seems to be that the moves to replace Fed governors in order to force more cuts is not only illegal but unnecessary since the trajectory of rate cuts has already been established.  

Wall Street ends down as traders focus on Nvidia, Fed after last week's rally

Wall Street ends down as traders focus on Nvidia, Fed after last week's rally

By Noel Randewich

Mon August 25, 2025 4:19 PM

 Friday’s jubilation lasted a single day as today the markets returned to their customary cautionary mode with the Dow sinking like a rock but tech doing a little better, the Nasdaq in the green for much of the day if only modestly, all on speculation of waiting for the hoped-for glowing Nvidia Q2 report due this week. Nvidia makes up a whopping 8% of the S&P as the world’s most valuable company and thus has everyone on pins and needles as the common investor who has the S&P index as a major part of a retirement portfolio will be taking a hit if Nvidia turns out to be in trouble.