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NYSE:TSM 26 September 2025 - 14 November 2025

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Top 5 Semiconductor Stocks to Watch Today (November 14, 2025): Nvidia, Micron, Broadcom, TSMC and Applied Materials

Semiconductor stocks are back in the spotlight today, November 14, 2025, as a sharp tech-led sell-off collides with ongoing excitement around artificial intelligence, data centers and high‑performance chips. Global markets are under pressure after Federal Reserve officials signaled a more cautious stance on rate cuts and investors fretted about lofty tech valuations and a potential “AI bubble.” Reuters At the same time, new earnings reports and fresh analyst calls are reshaping the outlook for key chipmakers. Market researchers now expect the semiconductor chip market to grow at roughly 16% annually in coming years despite persistent supply constraints — a reminder that short‑term volatility sits on top of strong long‑term demand for compute and memory. Yahoo Finance
14 November 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC (TSM) Pre‑Market Briefing, Nov 7, 2025: Jensen Huang Visits Taiwan Partner, Taiwan Exports Soar on AI Demand, and 2026 Price‑Hike Reports Surface

Published: November 7, 2025Ticker: NYSE: TSM Nvidia CEO Jensen Huang landed in Taiwan and told reporters there are no active talks to sell the company’s Blackwell AI chips in China, reiterating the export‑control overhang. He added that he is in Taiwan to visit TSMC and take part in the company’s sports day, underscoring the foundry’s central role in Nvidia’s AI roadmap. Reuters
7 November 2025
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AI Chip Boom, Google’s New Tricks, and Hollywood’s Robot Wars – Today’s AI News Roundup

$500 Billion Vanishes From Chip Stocks: Is the AI Boom Finally Hitting a Wall?

Key facts Global markets were jolted on Wednesday, Nov 5, as an AI‑led selloff in U.S. megacaps rolled through Asia and then Europe. The immediate trigger: rising skepticism that AI‑exposed winners can sustain nosebleed valuations, compounded by fresh policy headlines out of China and high‑profile warnings from Wall Street heavyweights. Reuters+1
5 November 2025
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Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Stocks to Buy Today (Oct. 22, 2025): Top Picks as Markets Near Record Highs

Stocks are starting today on cautiously optimistic footing. Futures were little changed this morning after a batch of earnings delivered both relief and warnings. Netflix shocked investors with a rare earnings miss, sending its stock down ~6–7% in pre-market tradingreuters.com. And chipmaker Texas Instruments sank nearly 9% after issuing a bleak sales forecast, which in turn dragged down other semiconductor namesreuters.com. Those disappointments put a slight chill on Nasdaq futures. “We’re at a bit of a point of indecision, where nobody feels particularly strongly about anything,” noted Michael Green of Simplify Asset Management, observing that even earnings surprises aren’t moving markets much in this wait-and-see environmentreuters.com. On the positive side, a string of solid earnings from traditional industries is boosting the Dow and S&P 500. Yesterday, heavyweights like Coca-Cola and 3M smashed expectations and hiked forecasts, sparking big stock popsreuters.com. General Motors likewise surged 14.9% after lifting its outlook amid easing tariff concernsreuters.com. These results show resilience in consumer spending and manufacturing. In fact, 87% of companies reporting so far have beaten forecastsreuters.com – a trend that has analysts projecting overall Q3 earnings growth near 9.2% year-on-yearreuters.com, the strongest in many quarters. Early earnings “provide stock investors with relief at
22 October 2025
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Top 5 Stocks to Buy Now: October 22, 2025

Top 5 Stocks to Buy Now: October 22, 2025

Why It’s a Buy Now: Advanced Micro Devices has emerged as a standout in 2025’s artificial intelligence boom. The semiconductor firm’s stock price has nearly doubled this year, gaining roughly 80% year-to-datets2.tech. In mid-October, AMD shares soared to an intraday record $240.48 after the company announced two blockbuster deals to supply its cutting-edge GPUs for AI workloadsts2.tech. On October 6, AMD revealed a multi-year partnership to provide OpenAI with high-performance AI chips – a contract worth an estimated $100 billion in revenue – which sent the stock up over 30% in one dayts2.tech. A week later, AMD inked another major deal to deliver 50,000 AI GPUs to Oracle’s cloud servicests2.tech. These back-to-back wins have cemented optimism that AMD can chip away at NVIDIA’s dominance in data-center AI hardware over timets2.tech. Current Price & Forecast: After the recent rally, AMD trades around the mid-$230s per share. Despite that huge run, analysts see further upside ahead. Multiple Wall Street firms – including Jefferies, Wolfe Research, and HSBC – hiked their 12-month price targets to roughly $300 following AMD’s OpenAI and Oracle dealsts2.techts2.tech. Such targets imply confidence that these partnerships will be “transformative” for AMD’s future, expanding its market and earnings powerts2.tech. “We
21 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC Stock Rockets on AI Boom: Record Profit and $1T Valuation Stun Markets

TSMC’s latest earnings confirmed the AI-driven boom in semiconductors. July–September revenue jumped to NT$989.9 billionreuters.com, about 30% above last year, and net income hit NT$452.3 billioneconomictimes.indiatimes.com – both well above analysts’ estimates. High-performance computing chips – used in AI servers – dominated the quarter, with the HPC unit accounting for roughly 57% of saleseconomictimes.indiatimes.comeconomictimes.indiatimes.com. Counterpoint Research analyst William Li commented that the “strong traction at 3nm as well as high utilization at 4/5nm” from orders by AI GPU and data-center customers directly drove these robust earningseconomictimes.indiatimes.com. CEO C.C. Wei echoed this, saying recent AI developments are “very positive” and that TSMC’s “conviction in the AI megatrend is strengthening.” He raised the company’s 2025 revenue forecast to the mid-30% rangereuters.comeconomictimes.indiatimes.com. Reuters observers noted TSMC “posted a record quarterly profit and raised its annual revenue expectation,” highlighting outsized demand from Nvidia, Apple and othersreuters.com. Market analysts quickly labeled the quarter a landmark. Kate Leaman of trading firm AvaTrade said TSMC’s “blowout quarter tells a clear story – this is no longer a cyclical story, it’s structural”reuters.com. In short, the Q3 beat gave investors confidence that AI-related chip demand will stay strong into 2026 and beyond.
17 October 2025
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Dow Dips as Fed Fears Slam Tech Stocks – Hot Economic Data Rattles Wall Street (Sept 25, 2025)

Stocks Surge on Trade Optimism and Fed Cut Hopes – Is a New Bull Run Brewing?

Key facts: U.S. stock indexes jumped in mid-October as trade-war fears eased and Fed officials signaled more rate cuts. The S&P 500 closed near 6,671 and the Nasdaq around 22,670, while the Dow was roughly flatreuters.com. Futures point higher: on Oct. 16 morning, Dow futures were +0.4% and S&P 500 futures +0.2%economictimes.indiatimes.com. Major banks led the rallyts2.tech, and tech/AI stocks powered gainsts2.tech. Analysts have raised year-end targets – some now see the S&P hitting 6,000–7,000 by 2026ts2.tech. Still, experts warn that trade tensions with China and inflation risks keep volatility hights2.techreuters.com. U.S. markets climbed as investors cheered signs of a thaw in U.S.-China trade relations and strong corporate earnings. On Oct. 15 the S&P 500 rose to 6,671.06 and the Nasdaq Composite to 22,670.08reuters.com, while the Dow Jones Industrial Average was almost flat. These gains came after a late-September selloff; dips were quickly bought as traders anticipated progress on trade talks and solid earnings results. Notably, big banks lifted the mood: Morgan Stanley’s stock jumped about 4.7% and Bank of America by 4.4% on Oct. 15 after both reported better-than-expected quarterly profitsts2.tech. TS2.tech notes that “strong earnings [helped] calm trade-war jitters”ts2.tech.
16 October 2025
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Powell’s High-Stakes Speech Spurs Markets – Fed Signals More Rate Cuts in 2025

Fed Cuts Rates — But Mortgage Rates Refuse to Fall, Tech Stocks Surge to New Highs

The Fed’s pivot to easier policy has not yet translated into cheaper mortgages. In September the Fed delivered its first rate cut of 2025 and Fed officials like Governor Michelle Bowman signal more cuts are comingreuters.com. Futures markets now imply a roughly 95% chance of another 25 bp cut at the Oct. 28–29 meetingts2.tech. Despite this, the average 30-year fixed mortgage rate is holding around 6.2%, slightly higher than a year agothedailyeconomy.orgreuters.com. Economists like Paul Mueller explain why: mortgages track the 10-year Treasury yield, which isn’t falling because supply/demand in bond markets is being driven by record deficitsthedailyeconomy.org. In Mueller’s words, “only Congress can rein in the spending that keeps long-term yields — and mortgage rates — stubbornly high”thedailyeconomy.org. Mortgage demand remains subdued. Freddie Mac and other data show rates near their lowest in about a year after easing gradually, but still well above early-2024 lowsbloomberg.comthedailyeconomy.org. High financing costs have kept potential buyers waiting on the sidelines. Redfin reports that pending home sales are down and typical sale times are back to 2019 levels, as buyers “aren’t budging” until rates dip furtherreuters.com. Refinancings have ticked up modestly, but overall housing activity is soft. In short, Fed rate cuts have done
16 October 2025
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TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC Stock Skyrockets on AI Boom — Analysts See More Upside

TSMC’s latest results have been outstanding. In Q2 2025, the company reported revenue of US$30.1 billion, a 44% jump year-over-yearts2.tech, with net profit of roughly T$398.3 billion. Demand for TSMC’s most advanced nodes is exceptionally strong: cutting-edge chips now account for about 60% of revenuets2.techts2.tech, and high-performance computing/AI wafers made up roughly 60% of Q2 sales. TSMC’s pricing power and scale have kept margins very high, underpinning its profit growth. Looking ahead, Q3 is expected to be even stronger. On Oct 9, TSMC announced preliminary Q3 sales of NT$989.9 billion, up ~30% from a year agots2.tech – well above the consensus estimate. Analysts now forecast the quarter’s net profit around T$452 billion, the largest in TSMC historyreuters.com. In response, on Oct 16 the company raised its 2025 revenue growth guidance to the mid-30% rangereuters.com. Management emphasized that “AI demand actually continues to be very strong – more strong than we thought three months ago”reuters.com, and said signals from customers’ customers have only “strengthening” their conviction in the AI-driven growth cyclereuters.com. These trends suggest TSMC’s full-year sales could comfortably exceed $100 billion.
16 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s AI-Fueled Rally: Stock Hits Record High, Earnings Soar Amid Global Chip Race

Breaking out: Taiwan’s TSMC has ridden a wave of AI demand to record results. The company’s stock and revenues are surging as it churns out advanced chips for customers like Nvidia and Applebloomberg.comreuters.com. Q3 sales beat estimates, and management expects ~30% growth for all of 2025ts2.tech. “We have fully booked production lines in the U.S. for the next three years,” CEO C.C. Wei told reporters, even as he vowed to keep investing heavily at home. Industry analysts note TSMC’s unique position: IDC’s Mario Morales says “TSMC will continue to outperform… given the ongoing exponential growth of AI infrastructure investments.”reuters.com That AI-driven tailwind is pushing TSMC’s share price to new heights and underpinning record-high valuationsts2.techbloomberg.com. TSMC remains the clear leader in cutting-edge process technology. It already dominates 3nm production and is gearing up for its 2nm node, which is slated to enter high-volume production by late 2025pr.tsmc.com. These next-gen chips use ~25% less power than the prior nodenasdaq.com, crucial for energy-hungry AI data centers. TSMC also has R&D silicon on its roadmap for 1.4nm by 2028ts2.tech. On its recent earnings call, management confirmed the 2nm ramp-up is proceeding on schedule, with “mass production of 2nm scheduled for Q4 of 2025.” Financial
14 October 2025
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Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

Stocks Retreat as AI Hype Meets Shutdown and Trade Fears – What’s Next?

U.S. stocks gave back early gains as investors “paused to assess the optimism around AI and interest-rate cuts” x.com. On Friday Oct. 10, the Dow closed around 45,480, the S&P 500 about 6,552 and the Nasdaq roughly 22,204 reuters.com nasdaq.com. Over the week, the S&P and Nasdaq had their worst weeks in months as global trade fears resurfaced. The declines were broad-based: 10 of 11 S&P sectors fell, with big drops in tech and consumer discretionary nasdaq.com. Volatility spiked – the VIX fear index jumped 32% to ~21.7, its highest since June nasdaq.com. Experts warn the selloff may reflect overly buoyant valuations. Jamie Dimon cautioned investors could face a “significant” correction soon reuters.com. Gene Goldman noted, “everything is priced for perfection” and rising uncertainty is adding to market jitters reuters.com. Still, others argue this is a pullback in a still-strong bull market – James St. Aubin said higher tariffs “could warrant a pullback but I don’t necessarily see it derailing the AI theme” reuters.com.
13 October 2025
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TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC Stock Skyrockets on AI Chip Boom – Can the Rally Last?

TSMC’s advanced fabs have driven its recent headlines. On Oct 9, 2025, TSMC announced preliminary Q3 sales of NT$989.92 B, up 30% YoY reuters.com – well above the market forecast. This AI-fueled demand lifted near-term guidance: management reiterated ~30% full-year growth. U.S. markets immediately reacted. By Oct 10, the ADR closed ~$280.66 stockanalysis.com after a short-term technical sell-off edgen.tech, then pre-market on Oct 13 jumped to ~$294 stockanalysis.com on strong sentiment. At the same time, geopolitics grabbed headlines. Taiwan’s leaders refused U.S. calls for an equal “50/50” chip output split, insisting most capacity stay on the island ts2.tech. TSMC has pledged massive investment in overseas fabs but still emphasizes 70%+ of its cutting-edge manufacturing remains in Taiwan ts2.tech. Chinese military exercises near Taiwan have highlighted the country’s vulnerability ts2.tech. These tensions add uncertainty to TSMC’s outlook despite its booming results.
13 October 2025
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Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

Nasdaq Climbs Record Highs Then Retreats Amid Trade and Tech News

The Nasdaq Composite Index surged to new highs in early October but slid by week’s end amid tariff fears and shifting investor sentiment. The tech-heavy index finished October 1 at 22,660, up about 0.3% on the day, as healthy corporate earnings and big gains in defense-related biotech names lifted the marketnasdaq.com. By October 2, the Nasdaq added another 0.4% – closing at a fresh record high – powered by broad gains despite worries over a looming government shutdowninvestopedia.cominvestopedia.com. The rally continued into Monday, October 6, when the Nasdaq jumped 0.7% to new closing highs on the heels of blockbuster news in the chip sectorinvestopedia.com. This early-week strength proved short-lived. On Tuesday, October 7 the Nasdaq gave back 0.7% by day’s end after initially touching record intraday highsinvestopedia.com. Stocks rebounded on Wednesday with the Nasdaq climbing 1.1% to yet another all-time closing highinvestopedia.com. By Thursday the benchmark again ended higher as investors parsed Federal Reserve meeting minutes and broad-based tech stocks bounced backnasdaq.comfinviz.com. But the party ended abruptly on Friday, October 10: after hit-and-run trade tweets from President Trump, the Nasdaq plunged 3.6%, wiping out much of the week’s gainsinvestopedia.com. The index closed roughly 2.5% lower on the week overall, snapping
11 October 2025
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TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC’s AI-Fueled Surge: Record Highs, Big Risks, and Bold Predictions (Oct 2025 Update)

TSMC is riding a wave of investor enthusiasm as of October 2025. Its Taipei-listed shares hit record highs this month – reaching NT$1,370 on Oct 2 ts2.tech – and the U.S. ADR likewise surged to all-time highs, briefly trading above $300. In fact, TSMC’s U.S. stock spiked to an intraday $307 on Oct 7 amid frenzied buying ts2.tech. Even after a bit of profit-taking, TSMC hovers around the mid-$290s per share as of Oct 11, reflecting a dramatic upswing from roughly ~$200 at the start of the year ts2.tech. Year-to-date, the stock has climbed on the order of 30–45% – vastly outperforming the broader market and semiconductor index. For context, TSMC’s Taipei shares are up 34% in 2025 vs ~18.5% for the Taiwan market reuters.com. This rally has elevated TSMC’s market capitalization to around US$1.1 trillion ts2.tech, cementing its status as one of the world’s most valuable tech companies. What’s driving the surge? In a word: AI. TSMC manufactures the advanced chips that power artificial intelligence models and high-performance computing – and global demand has skyrocketed in 2023–2025. The company is essentially the “arms dealer” of the AI boom, fabricating silicon for NVIDIA, AMD, Apple, OpenAI, and others at the
11 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom – Record Highs, Key News, Risks & 2025 Outlook

Image: A TSMC semiconductor fabrication facility in Taiwan, emblazoned with the company’s logo. TSMC’s cutting-edge fabs have put it at the center of recent tech and geopolitical news. In early October 2025, Taiwan Semiconductor Manufacturing Co. grabbed headlines with record financial results and strategic moves. On Oct 9, 2025, TSMC reported that its Q3 2025 revenue jumped about 30% year-on-yearto T$989.92 billionreuters.com, slightly beating market forecasts on the back of surging demand for AI-related chips. This preliminary sales figure underscores how AI applications are driving unprecedented orders, offsetting softness in smartphones and other segmentsreuters.com. The blockbuster quarter has set optimistic expectations for TSMC’s official earnings release, where investors anticipate strong guidance and updates on next-gen chip production.
10 October 2025
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TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

TSMC Stock Tops $300 as AI Chip Boom Fuels Rally – Can It Keep Climbing? (Oct 2025 Update)

Taiwan Semiconductor Manufacturing Co. is the world’s largest contract chipmaker – a “pure-play” foundry that fabricates advanced semiconductors for clients like Apple, NVIDIA, AMD and more ts2.tech. Rather than selling its own chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains, commanding an estimated 60%+ market share of the overall foundry market ts2.tech. In effect, TSMC manufactures ~90% of the world’s most advanced processors, putting it at the heart of technologies from smartphones to cloud data centers ts2.tech. As one report noted, TSMC’s dominance in leading-edge chips and its head start on 2nm keeps it “far ahead” of would-be competitors in the race to power the next generation of high-performance computing ts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, revenue reached US$30.1 billion – a +44% year-on-year surge – with net profit of T$398.3 billion, driven by booming orders for high-performance chips ts2.tech. First-half 2025 sales totaled about $60.5 billion ts2.tech. For Q3 2025, management guided revenue of $31.8–33 billion and signaled roughly +30% full-year growth ts2.tech – an impressive clip for a company of TSMC’s size. Gross profit margins remain
9 October 2025
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TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Taiwan Semiconductor Manufacturing Co. is the world’s largest contract chipmaker, producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many otherstaiwannews.com.twts2.tech. Rather than selling its own branded chips, TSMC builds chips to order, focusing on cutting-edge manufacturing processes. This model has made TSMC a pillar of global tech supply chains and given it an estimated 60%+ market share of the overall foundry marketts2.tech. Financially, TSMC has been on a strong growth trajectory. In Q2 2025, TSMC’s revenue reached US$30.1 billion, a 44%year-on-year surge, with net profit of T$398.3 billion, driven by booming orders for high-performance chipsts2.tech. For the first half of 2025, sales totaled about US$60.5 billionts2.tech. TSMC’s management has guided Q3 2025 revenue in the US$31.8–33 billion range and signaled roughly 30% full-year revenue growthts2.tech – an impressive clip for a company of its size. Gross profit margins remain very high, reflecting TSMC’s pricing power and efficient scale. The company plans to invest US$38–42 billion in capital expenditures this year to expand capacity and maintain its technology edgets2.tech.
8 October 2025
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TSMC Stock Surges on AI Boom and U.S. Expansion: What to Know on Sep 23, 2025

TSMC’s 2025 Crossroads: AI Boom, 2‑nm Chips and Geopolitical Headwinds – What It Means for Investors

Taiwan Semiconductor Manufacturing Company Limited is the world’s largest pure‑play foundry and a pillar of global supply chains. In late September and early October 2025, its stock and strategic decisions drew significant attention, reflecting booming demand for artificial‑intelligence chips, ambitious global expansion and mounting geopolitical risks. TSMC’s shares rallied sharply in late September. On 2 October 2025, the Taipei‑listed stock set an intraday record of NT$1 ,370 and closed at NT$1 ,365 after a 3.29 % surge in U.S.‑listed sharestaiwannews.com.tw. The gains lifted the company’s market capitalization to roughly NT$35 trillion and drove Taiwan’s TAIEX index to record highs, buoyed by optimism about AI and a visit from OpenAI chief Sam Altmantaiwannews.com.tw. TSMC’s U.S. ADRs traded $292.19 on 3 October, with pre‑market quotes near $296 on 6 Octoberstockanalysis.com.
6 October 2025
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Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

Wall Street’s Wild 48 Hours: NYSE Hit by Fed Jitters, Tariff Shocks & Earnings Surprises

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 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, the Dow had slipped under 46,000, wiping out its earlier gains and putting major benchmarks modestly in the red for the week. What drove the pullback? In a word: interest rates. Late Wednesday and into Thursday, an influx of strong economic data prompted traders to rethink how fast the Federal Reserve might keep cutting rates. The U.S. economy is showing “confusing” signals, as one portfolio manager observed, with growth still remarkably robust even as the Fed eases policy reuters.com. Thursday’s data dump was a case in point – weekly unemployment claims unexpectedly fell to their lowest since spring while the Commerce Department revised Q2 GDP upward to +3.8% reuters.com. “Robust economic data – such as stronger durable
26 September 2025
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