Wall Street Braces for Shutdown: Stocks Rally as Fed Cuts Loom – Tech & Defense in Focus
Sources: Reuters, CNBC, Bloomberg, company filings reuters.com globenewswire.com reuters.com reuters.com reuters.com reuters.com reuters.com.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz
Key Facts Finance & Banking Fed policy: The Fed’s Sept. 17 decision to cut rates (to 4.00–4.25%) was driven by slowing growth and job gains, though inflation has crept up federalreserve.gov. Fed Chair Powell and colleagues signaled further cuts ahead, but warned that inflation upside risks remain high federalreserve.gov reuters.com. Fed Vice Chair Bowman urged a commitment to cuts to shore up jobs reuters.com, while a strategist noted Powell was dovish but noncommittal on timing reuters.com. Bank stocks: Regional banks held mixed news. First Horizon (FHN) was downgraded by one analyst firm (citing weakening outlook), while other analysts actually raised
Precious Metals Skyrocket: Gold Near $3,800, Silver Hits 14-Year High in Fed-Fueled Rally
Key Facts Precious Metals Market Overview (Sept 26–27, 2025) Gold and its peers notched standout gains in late September, extending a remarkable rally in precious metals. Gold, in particular, powered to fresh record highs. On Tuesday of that week it breached $3,790 per ounce, an all-time high, before settling back slightly reuters.com. By Friday (Sept 26), spot gold was holding near $3,778/oz, up about 0.8% on the day and 2.5% higher for the week reuters.com. U.S. gold futures (Dec delivery) closed around $3,809 on Friday reuters.com, reflecting bullish sentiment in forward markets. Other major precious metals surged in gold’s slipstream.
Wall Street Rebound: Fed Relief, Tariff Twists & Tech Surprises (NYSE Highlights Sept 26–27, 2025)
Key Facts Market Recap & Broad Trends Flags and tickers on the NYSE trading floor in New York City, reflecting a week of shifting market sentiment. U.S. stocks rallied into the weekend after overcoming mid-week losses reuters.com reuters.com. Wall Street finished the week with a relief rally, snapping a multi-session losing streak. On Friday, Sept. 26, the Dow Jones Industrial Average jumped about 300 points (+0.7%) to 46,247, the S&P 500 gained +0.6% to 6,644, and the Nasdaq Composite rose +0.4% to 22,484 reuters.com. This rebound followed three straight down sessions through Thursday, which had left the major indexes in
Wall Street Rebounds: PCE In‑Line, Tariff Shock, and Fed‑Cut Bets — What It All Means (Sept. 26, 2025)
Key facts (today) The U.S. stock market today — what moved prices 1) The data that mattered: PCE & spendingMarkets exhaled as the Fed’s preferred inflation gauge arrived exactly as expected: headline PCE +0.3% m/m (2.7% y/y), core +0.2% m/m (2.9% y/y). Treasury yields drifted lower, with the 10‑yr near 4.18% and the 2‑yr around 3.65%, signaling relief that there was no upside shock. Futures ticked higher on the print. Reuters “This should give some reassurances on the inflation side,” said Doug Beath of Wells Fargo Investment Institute. Reuters Consumer spending stayed solid in August, adding to this week’s Q2 GDP revision to 3.8%. The resilience complicates the Fed’s job (growth strong, inflation easing only slowly)
PCE Inflation Today: “Goldilocks” or Head Fake? What the 26 Sept 2025 Report Really Means for Your Wallet, the Fed, and Markets
Key facts (as of Friday, Sept. 26, 2025) The in‑depth read 1) What today’s PCE report actually said The Bureau of Economic Analysis reported that headline PCE prices rose 0.3% in August, nudging the yearly rate to 2.7%. Core PCE—the measure the Fed emphasizes—rose 0.2% on the month and held at 2.9% year‑over‑year. The monthly pace is consistent with ~2½–3% annualized inflation, not yet back to 2%, but notably not re‑accelerating. Bureau of Economic Analysis Under the hood, the same release shows nominal personal income up 0.4% and nominal consumer spending up 0.6%. After adjusting for inflation, real spending advanced ~0.4%, with goods outpacing services in August—useful context as households digest higher borrowing costs. Bureau of Economic Analysis+1 2)
August PCE Inflation Rises Again – Is the Fed’s Rate Cut Plan in Jeopardy?
PCE Inflation Report and Market Impact on September 26, 2025 PCE Inflation Climbs in August 2025 – Key Numbers The latest Personal Consumption Expenditures (PCE) inflation report shows that price pressures picked up slightly in August. According to the Commerce Department data released on September 26, the overall PCE price index was up 2.7% in August 2025 compared to a year earlier wtop.com. That marks a gentle increase from the 2.6% annual inflation rate in July, and is the fastest year-over-year PCE inflation reading since February. In practical terms, American consumers in August paid on average 2.7% more for the
Tariff Shock and Fed Jitters: Asian Markets Stumble as Rally Meets Reality
Key Facts and Headlines September 25, 2025 – Cautious Optimism Before the Storm Asian markets were mostly steady on Thursday as investors navigated mixed signals from central banks and awaited key U.S. data releases. Japan’s Nikkei 225 edged up 0.3% to 45,755, recovering from early losses abcnews.go.com. Optimism in Tokyo was underpinned by hopes that the Bank of Japan would maintain its ultra-easy policy: fresh data showed Tokyo consumer inflation at 2.5% in September, below forecasts (2.8%) abcnews.go.com. While still above the BoJ’s 2% target, the cooler-than-expected price rise eased pressure for immediate tightening. This spurred bets that the BoJ
Nasdaq Stumbles as Fed Jitters Mount, Intel Soars, Tariffs Rattle Tech Markets
Key Facts: Nasdaq and Indexes Retreat from Highs Wall Street’s momentum faltered in the latter half of this week, with the Nasdaq Composite and Nasdaq-100 both posting their third straight daily loss on Thursday. The Nasdaq Composite closed at 22,384.70 (down 0.5%), and the S&P 500 and Dow Jones also fell around 0.5% and 0.4%, respectively reuters.com. These declines marked a sharp reversal from Monday, when all three indices notched record-high closes investopedia.com after a months-long tech-driven rally. Traders say the pullback partly reflects investors locking in profits on big tech names that had run up dramatically through the summer.
Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises
Key Highlights (Sept. 25–26, 2025) NYSE Market Indexes – From Record Highs to Rate Jitters After a euphoric run to all-time highs earlier in the week, U.S. equity indices hit a speed bump over the September 25–26 span. The Dow Jones Industrial Average fell about 0.37% on Thursday (−171 points) to 46,121, and the S&P 500 lost ~0.5%, as nearly every sector sank rakutentrade.my reuters.com. Tech-heavy indexes like the Nasdaq Composite also slipped ~0.5%. These declines marked the third consecutive daily drop for Wall Street m.economictimes.com, ending a streak of record closes that kicked off the week. By Friday’s close,
Hot GDP Surprise Shatters Wall Street’s Rally – Stocks Slide on Fed Jitters (Sept 25, 2025)
U.S. Stock Market News and Insights on September 25, 2025 Market Indices & Sectors at a Glance Wall Street’s September rally hit a wall on Thursday as all three major indexes extended their slide. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average each fell roughly half a percent, marking the third straight day of losses investopedia.com. This losing streak interrupted what had been a strong run: through Monday, the indices had climbed to record highs before momentum shifted mid-week investopedia.com. Traders used the recent high valuations as an excuse to take profits. “With the S&P pricing in 23–24
Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)
U.S. Stock Market News Roundup for September 25, 2025 Markets Pause as Rally Loses Steam After a torrid summer of gains, U.S. stocks hit a speed bump this week. Thursday’s session saw a hesitant recovery following two days of declines. The Dow Jones Industrial Average oscillated between modest losses and gains before ending essentially flat, around the 46,100 level. The S&P 500 likewise closed near 6,640, virtually unchanged on the day reuters.com. Early-session selling gave way to dip-buying in the afternoon, helping the blue-chip indexes finish well off their morning lows. The Nasdaq Composite was the notable laggard, slipping a
Stock Market Today
Stock Market Today 07.02.2026
LIVEMarkets rolling coverageStarted: February 7, 2026, 12:00 AM ESTUpdated: February 7, 2026, 12:18 AM EST Dollar Dips as Stocks Rally and US Data Influences Fed Rate Expectations February 7, 2026, 12:18 AM EST. The **dollar index** fell 0.17%, pressured by a rebound in equity markets reducing demand for the safe-haven currency. Weaker-than-expected U.S. labor market data raised the odds of a Fed rate cut to 18% for March, though consumer sentiment improved to a six-month high, limiting losses. Hawkish comments from Atlanta Fed's Raphael Bostic emphasized maintaining restrictive monetary policy. The dollar faces medium-term weakness amid expectations for rate cuts
Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.