Wall St closes higher fueled by tech rally, soft inflation data

Wall St closes higher fueled by tech rally, soft inflation data

By Abigail Summerville and Johann M Cherian

Thu December 18, 2025 4:52 PM  

Today tech did quite well with a handsome 3-digit lead on the Nasdaq, all from AI once again become the darling of Wall Street. If all they needed was a small positive sign, that came today with Micron signaling a blowout forecast. The chip index climbed 2.6%. Adding to the momentum was the CPI report showing prices increased less than expected, thus encouraging the hopes for more rate cuts starting in March.  

Wall Street closes lower as AI funding jitters drag tech stocks

Wall Street closes lower as AI funding jitters drag tech stocks

By Abigail Summerville and Johann M Cherian

Wed December 17, 2025 4:34 PM  

Yet again AI anxiety has swept the markets as for the fourth day major 3-digit drops have plagued the indexes. Major players have seen their share prices plunge, a behemoth like Amazon announcing a major $10B investment while giant Oracle suffered when announcing a major AI investor has pulled out. All in all, the entire chip index fell, even champions Nvidia and Broadcom.  

Wall St ends mixed, healthcare and energy stocks weigh on S&P

Wall St ends mixed, healthcare and energy stocks weigh on S&P

By Abigail Summerville and Johann M Cherian

Tue December 16, 2025 4:31 PM  

The Dow and S&P spent most of the day deeply in the red, the Dow down almost 500 points by 1 pm, before recovering to much more modest losses by close. The Nasdaq did better, actually making it into gains by late afternoon, with flat unemployment considered sufficient cause to raise the odds to two rate cuts in 2026 despite Fed statements of only one. As usual, any news promoting more rate cuts bolsters tech and transfers money out of industrials.  

Wall St closes lower as investors position for busy week of data

Wall St closes lower as investors position for busy week of data

By Abigail Summerville and Johann M Cherian

December 15, 2025  4:33 PM ESTUpdated 59 mins ago

After Friday’s modest correction after a series of record-breaking days, the indexes continued moving modestly lower again on Monday as investors sit on the fence awaiting a slew of data coming later this week with more labor reports as well as retail sales, business activity and inflation. With the record breakers being mostly due to AI fever and the correction on Friday being mostly due to renewed fears of a possible coming AI bubble in the wake of the fever pitch, the markets have returned to caution until more reports surface.  

Wall Street ends lower; fears of AI bubble and inflation send investors away

Wall Street ends lower; fears of AI bubble and inflation send investors away

By Sinéad Carew and Johann M Cherian

Fri December 12, 2025 4:41 PM  

After reaching record heights on Wednesday and Thursday, the indexes took a dip on Friday when the Fed dissenters to Wednesday cut came out front and center again with their pronounced reservations that the cut was not necessary and will likely create more inflation. This combined with both Oracle and Broadcom turning in depressed forecasts sent both stocks down and the overall Nasdaq and S&P on resumed fears of an AI bubble. Oracle alone lost more than 15% of its value in the last two days.  

Dow, S&P 500 mark record closes; Oracle drags on the Nasdaq

Dow, S&P 500 mark record closes; Oracle drags on the Nasdaq

By Sinéad Carew and Johann M Cherian

Thu December 11, 2025 5:00 PM  

On the day following the Fed rate cut announcement and pleased by the less hawkish tone than feared, the market picked up tailwinds that pushed the S&P and Dow up, the Dow straight way up 646 points. Investors were leaning heavily on Powell’s encouraging remarks putting the labor market as a priority over inflation as an indication that more cuts would be coming next year. Disappointing news from Oracle stoked more fears of overinvestment in AI but those fears were somewhat abated by Disney’s announcement of another $1 billion investment in AI.  

Wall Street indexes rally after Fed cuts interest rates

Wall Street indexes rally after Fed cuts interest rates

By Sinéad Carew and Johann M Cherian

Wed December 10, 2025 4:48 PM  

The indexes were all pretty close to flat running all the way up to the Fed announcement, then zoomed up immediately upon the news that there was indeed going to be a ¼ point cut. Though there remained significant concerns about policy direction in 2026, the fact that commentary about no more rate cuts until further notice due to inflation all took an immediate backseat when Powell commented that the labor market remains down and he doesn’t want Fed policy to stifle that.