Stock Market Today: Dow Gains 400 Points As Microsoft Jumps; Oil's Retreat Punches Chevron (Live Coverage)
The Dow Jones Industrial Average and S&P 500 climbed on Thursday while the Nasdaq reduced its losses. This movement followed a session where investors shifted toward defensive stocks. Treasury yields declined, which helped support the market despite pressure on AI-linked equities. While the Dow saw significant gains, the broader market experienced a divide between recovering value shares and volatile technology stocks. All three major averages ended the Thursday session with gains.
Listen to Live Briefing
Real-time synthesized voice briefing · Live Feeds Desk
- ✓ The Dow Jones Industrial Average and S&P 500 rose on Thursday.
- ✓ The Nasdaq reduced its losses on Thursday.
What changed
CNBC and Yahoo Finance confirm that all three major averages ended Thursday as winners.
Live updates
-
Dow and S&P 500 Rise as Nasdaq Trims Losses
The Dow Jones Industrial Average and S&P 500 climbed on Thursday while the Nasdaq reduced its losses. This movement followed a session where investors shifted toward defensive stocks. Treasury yields declined, which helped support the market despite pressure on AI-linked equities. While the Dow saw significant gains, the broader market experienced a divide between recovering value shares and volatile technology stocks. All three major averages ended the Thursday session with gains.
Why it matters
Recent US inflation data exceeded expectations, triggering a previous losing session. Current market volatility centers on the AI trade and the cost of debt financing. Investors are balancing the risks of tech equities against the stability of defensive assets.
What is confirmed
- The Dow Jones Industrial Average and S&P 500 rose on Thursday.
- The Nasdaq reduced its losses on Thursday.
Still unconfirmed
- Fears of debt financing caused tech stocks to trend lower on Thursday.
What to watch next
- Future US Treasury yield movements
- Upcoming inflation data reports
confidence 90%Sources used for this update (2)
- finance.yahoo.com — Stock market today: Dow, S&P 500 rise, Nasdaq trims losses as ...
- www.cnbc.com — Stock market today: Live updates - CNBC
-
Dow Jones Rises Over 500 Points Amid Shift to Defensive Shares
The Dow Jones Industrial Average rallied more than 500 points on Thursday as investors rotated into defensive stocks. This gain coincided with a mixed performance across US markets, where falling US Treasury yields helped offset weakness in AI-linked stocks that pressured the Nasdaq. These movements follow a previous losing session triggered by US inflation data that exceeded expectations. While the Dow jumped, the broader market remains split between the recovery of value shares and the volatility of technology equities.
Why it matters
Market volatility stems from a conflict between inflation data and Treasury yield shifts. Investors are balancing the risk of high inflation against the potential for rate adjustments. This rotation into defensive shares indicates a cautious approach to growth-heavy tech sectors.
Still unconfirmed
- The Dow Jones rallied more than 500 points on Thursday.
- Investors rotated into defensive shares while AI-linked stocks weighed on the Nasdaq.
- Falling US Treasury yields offset technology weakness.
- A previous losing session occurred after hotter-than-expected U.S. inflation data.
What to watch next
- Further US inflation reports
- Federal Reserve interest rate decisions
- Performance of AI-linked stocks versus defensive shares
confidence 70%Sources used for this update (3)
- nexqual.com — Markets Overview — Indices, Sectors, Commodities & Crypto
- www.cnbc.com — Stock market today: Live updates - CNBC
- economictimes.indiatimes.com — Dow Jones| Nasdaq | US Stock Market Today | Live: Dow jumps over 550 points as falling US Treasury yields offset tech weakness
-
Nasdaq Hits All-Time High As Tech Giants Drive Global Markets
The Nasdaq Composite reached an all-time high, propelled by strong performances from technology giants Nvidia and Microsoft. This global market momentum coincided with the Indian Nifty rising by 0.6 percent to break an eight-week streak of losses, supported by favorable second-quarter business reports and strong bank results. Meanwhile, the Indian rupee depreciated against the US dollar due to escalating oil prices and exiting foreign funds. Oil prices dipped amid rising crude exports from the Middle East and backing from the Group of Seven nations.
Why it matters
Technology sector strength continues to fuel major US indices, lifting the Nasdaq to record levels alongside gains in Microsoft and Nvidia. Concurrently, international markets show mixed reactions to commodity shifts, as falling oil prices pressure currencies like the Indian rupee while boosting broader equity sentiments. Analysts project a notable year-over-year increase in S&P 500 earnings, heavily buoyed by this ongoing technology sector dominance.
What is confirmed
- The Nasdaq Composite has hit an all-time high, driven by impressive performances from tech giants Nvidia and Microsoft.
- The Nifty rose by 0.6%, breaking an eight-week streak of losses.
- The rupee depreciated against the US dollar amid escalating oil prices and exiting foreign funds.
- Oil prices have dipped, attributed to rising crude exports from the Middle East and backing from the Group of Seven nations.
- Analysts forecast a notable year-over-year increase in S&P 500 earnings, buoyed by strength in the technology sector.
What to watch next
- Monitor whether Nvidia and Microsoft sustain their market momentum to support further Nasdaq gains.
- Track ongoing fluctuations in oil prices and their continued impact on foreign fund flows and currency depreciation.
confidence 100%Sources used for this update (7)
- www.cnbc.com — Stock Market News - CNBC
- www.investing.com — Investing.com - Stock Market Quotes & Financial News
- www.cnn.com — Stock Market Data - US Markets, World Markets, and Stock Quotes
- finance.yahoo.com — Yahoo Finance - Stock Market Live, Quotes, Business & Finance...
- economictimes.indiatimes.com — dow jones: Latest News & Videos, Photos about dow jones | The ...
- stockmarketwatch.com — Stock Market Watch — Live Market Analysis & Top Movers
- liveworldmarket.com — US Stock Market Dashboard — Live S&P 500, Nasdaq, Dow, VIX ...
-
Dow Gains 400 Points as Weak Jobs Report Sparks Tech Rally
The Dow Jones Industrial Average rose 406.68 points to 51,756.66, while the S&P 500 and Nasdaq Composite climbed 0.44% and 0.50% respectively. Microsoft shares jumped 3%, leading a broader surge in AI-related stocks. This rally occurred despite higher Treasury yields. Market gains followed a September payroll expansion that sharply missed expectations, with U.S. payrolls increasing by only 29,000 compared to the 90,000 increase economists anticipated.
Why it matters
Investors often rally when weak employment data suggests the Federal Reserve may lower interest rates to stimulate the economy. The Nasdaq's move to a record high reflects strong confidence in AI growth despite broader economic cooling.
What is confirmed
- The Dow Jones Industrial Average rose 406.68 points to 51,756.66.
- Microsoft shares increased by 3%.
- The S&P 500 gained 0.44% and the Nasdaq Composite gained 0.50%.
- September U.S. payrolls increased by 29,000.
- Economists expected a payroll increase of 90,000.
What to watch next
- Federal Reserve commentary on interest rate adjustments following the jobs report
- Upcoming October employment data
- Continued performance of AI-related stocks
confidence 95%Sources used for this update (5)
- www.investors.com — Dow Jones Today: Dow Stocks And Stock Market News
- bullstory.io — US Stock Market Today: S&P 500, Nasdaq and Dow | Bullstory
- vittarthi.com — US Stock Market Today Sep 29, 2026 — S&P 500, Dow & Nasdaq Close
- finance.yahoo.com — Dow Jumps 400 Points, Nasdaq Hits Record High After Jobs ...
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq rally as Fed rate ...
-
Dow Jones surges 400 points as Microsoft jumps, oil retreats
The Dow Jones Industrial Average rose 406.68 points to 51,756.66, driven by gains in tech stocks, particularly Microsoft, which jumped 3%. The S&P 500 and Nasdaq Composite also gained 0.44% and 0.50%, respectively. This surge occurred despite higher Treasury yields, with investors buying into AI-related stocks.
Why it matters
The stock market's recovery is attributed to fading bond sell-off and cooling oil prices following an Iranian peace proposal. The market is also influenced by political developments, including Chinese President Xi Jinping's visit to the United States for high-level bilateral talks. The Dow Jones' significant gain suggests investor confidence in the tech sector, particularly in AI stocks.
What is confirmed
- The Dow Jones Industrial Average rose 406.68 points, or 0.79%, to 51,756.66.
- Microsoft jumped 3%.
- The S&P 500 gained 33.57 points, or 0.44%, to 7,737.70.
- The Nasdaq Composite gained 135.41 points, or 0.50%, to 27,074.78.
- Kansas City Fed President Jeff Schmid warned of potential systemic risks from the rapidly expanding AI and data-centre ecosystem.
What to watch next
- Future earnings reports from tech companies
- Developments in US-China bilateral talks
- Changes in Treasury yields and oil prices
confidence 100%Sources used for this update (4)
- www.investors.com — Stock Market Today: Stock Market News And Analysis
- www.cnbc.com — Latest News - CNBC
- economictimes.indiatimes.com — Dow Jones| Nasdaq | US Stock Market Today | Live: Dow Jones surges 400 points despite higher Treasury yields
- economictimes.indiatimes.com — Dow ends 400 points higher as investors buy AI stocks; Microsoft rallies
-
Stocks Rise As Oil Cools and Bond Sell-Off Fades
Global markets and Wall Street indices experienced notable fluctuations driven by shifting bond yields and volatile energy prices. Major stock futures initially slid as a bond sell-off troubled investors and conflict in the Middle East pressured equities. However, stocks later recovered intraday as the bond sell-off faded and oil prices cooled following an Iranian peace proposal. Meanwhile, political developments also commanded attention as Chinese President Xi Jinping landed in the United States ahead of anticipated high-level bilateral talks.
Why it matters
Equity markets remain highly sensitive to macroeconomic indicators, particularly sovereign debt yields and geopolitical tensions in the Middle East that directly dictate crude oil valuations. Energy price movements dictate sector-specific outcomes, heavily impacting commodity-linked equities like Chevron while driving broader rallies in technology shares such as Micron and SanDisk. Diplomatic engagements, including upcoming talks between United States and Chinese leadership, provide an additional layer of direction for international trade sentiment.
What is confirmed
- Wall Street and global shares opened lower due to rising bond yields and Middle East uncertainty.
- Equities subsequently rose intraday as bond sell-offs faded and oil prices declined.
- Chinese President Xi Jinping landed in the United States.
Still unconfirmed
- The Dow gained 400 points as Microsoft jumped while oil's retreat punched Chevron.
- The market rally was specifically sparked by U.S.-Iran peace hopes and an Iranian proposal.
What to watch next
- Developments and outcomes from upcoming Trump-Xi talks
- Further updates regarding the Iranian peace proposal and Middle East conflict
- Trajectory of U.S. bond yields and crude oil price movements
confidence 85%Sources used for this update (7)
- Yahoo Finance — Stock market today: Dow, S&P 500, Nasdaq futures slide as bond sell-off troubles markets, China's Xi Jinping lands in US
- AP News — Global shares mostly lower as oil rises and markets await Trump-Xi talks
- Reuters — Wall St set for lower open as oil gains on Mideast uncertainty, eyes on Trump-Xi talks
- wsj.com — Raging Conflict in the Middle East and Rising Yields Weigh on U.S. Stocks
- Bloomberg — Bond Selloff Fades as Oil Cools, Lifting Stocks: Markets Wrap
- investors.com — Stock Market Today: Dow Rises On U.S.-Iran Peace Hopes; Micron, Sandisk Rally (Live Coverage)
- Yahoo Finance — Update: Equities Rise Intraday as Oil Prices Fall Following Iran's Proposal
Community Sentiment: How do you assess this situation?
Voice your perspective · Real-time aggregated sentiment from the Live Feeds community