Wall St ends mixed on signs of shutdown progress

Wall St ends mixed on signs of shutdown progress

By Stephen Culp

Fri November 7, 2025 4:21 PM

The usual jitters concerning sky-high valuations and the government shutdown continued in full force today with all the indexes taking another major dive in the morning, the Dow down some 400 by noon, only to be rescued by afternoon optimism after reports of progress in the congressional impasse which shot the market back to near break-even by close and even a nice 74 point gain in the Dow. The lack of government data has been a big hindrance to analysts trying to gauge where we’re heading and today’s U of M consumer sentiment survey didn’t help at all as it plunged to its most pessimistic reading in the survey’s history.  

Stocks fall with tech shares; sterling up as BoE keeps rates unchanged

Stocks fall with tech shares; sterling up as BoE keeps rates unchanged

By Caroline Valetkevitch

Thu November 6, 2025 5:56 PM

After yesterday’s ebullient optimism, pessimism was once again on the front burner today as traditional worries regarding stretched valuations, the shutdown, tariff uncertainties and a downtick in Q3 earnings dominated sentiment and sent all indexes straight down into major 3-digit losses. A poor Qualcomm Q3 sent that stock down 3.6% and the overall chip index down 2.4%.  As expressed by today’s expert, “The market wants guidance and right now, with tariffs, the shutdown, and possibly peak AI, the future could be bleak.”  

Stocks climb after upbeat earnings, economic data; Treasury yields jump

Stocks climb after upbeat earnings, economic data; Treasury yields jump

By Caroline Valetkevitch

Wed November 5, 2025 6:20 PM  

The markets were spooked yesterday by changing sentiment brought on by the two big banks regarding a coming bubble and major correction predictions. All that got reversed today with a new spate of solid corporate earnings shooting the chip index back up recovering almost all of yesterday’s 4% losses. There was also a fair amount of relief in the labor markets when the private payrolls numbers came in at a very healthy 42,000 added jobs vs a 28,000 estimate, bringing renewed faith in the resiliency of the economy.  

Wall St ends lower as bank CEOs warn of possible pullback, fueling tech bubble jitters

Wall St ends lower as bank CEOs warn of possible pullback, fueling tech bubble jitters

By Stephen Culp

Tue November 4, 2025 4:21 PM  

The “glass half empty” people came out of the woodwork today. For quite some time people like Jamie Dimon have been warning of stretched valuations and the distinct possibility of a coming bubble, especially in tech being stretched so much by very heavy investment in AI.  Today Dimon was joined by the likes of the Morgan Stanley and Goldman Sachs CEOs stating their beliefs that a bubble was indeed possibly coming due to all the recent record highs triggered by abundant enthusiasm with AI. 

S&P 500, Nasdaq end higher on Amazon-OpenAI deal; Fed path forward grows murky

S&P 500, Nasdaq end higher on Amazon-OpenAI deal; Fed path forward grows murky

By Stephen Culp

Mon November 3, 2025 4:25 PM  

Tech had a moderately successful day but with the Dow, as industrials often do, going in the opposite direction. Amazon’s huge investment in AI was the main driver pushing up tech while the major healthcare companies suffering 2-4% losses was the main dampener on the Dow. But AI remains the major driver for market gains just as it has been throughout this entire bull market. The Fed remains murky on its outlook due to the lack of government data from the shutdown though data available from the ISM shows purchasing managers struggling with the uncertainty created by the tariffs.  

Wall Street gains on Amazon boost but rate caution tempers enthusiasm

Wall Street gains on Amazon boost but rate caution tempers enthusiasm

By Sinéad Carew and Pranav Kashyap

Fri October 31, 2025 6:38 PM  

It was another teeter-totter day with the indexes way up in the morning, then diving into the red mid-day only to rebound in the afternoon into decent if not spectacular gains. The main push today was a stellar Q3 from Amazon after yesterday’s Mag 7 disappointments. And Apple, though it beat expectations today, weighed down the market with Tim Cook’s comments about supply constraints, obviously a reference to the China conflict. The Fed’s continued comments regarding doubts of a December rate cut also dampened sentiment.  

Wall Street indexes fall as Meta, Microsoft drag, along with Fed rate concerns

Wall Street indexes fall as Meta, Microsoft drag, along with Fed rate concerns

By Sinéad Carew and Pranav Kashyap

Thu October 30, 2025 6:10 PM  

Okay, it was reported yesterday that Meta, Microsoft and Google had turned in disappointing Q3 reports after the bell and that would probably be reflected in today’s trading. It certainly was as all three stocks slumped and sent all the indexes into triple digit losses after four straight days of new record gains. Tech was on a constant all-day downward slope and, as tech goes, industrials generally go opposite which was reflected in the Dow’s nearly 400 point gain by 11 a.m. but the bad tech news even sent the industrials down for the rest of the day after that.