Stock market today: Nasdaq, Dow and S&P 500 little changed as AI trade powers market
Wall Street gains momentum as the Nasdaq surges 1 percent, led by the revival of artificial intelligence stocks and results from SpaceX and Super Micro. Chip stocks including Nvidia rise to provide relief following a prolonged selloff, while Netflix slips on a weak profit forecast. Investors continue to track oil prices alongside Federal Reserve rate expectations following a split vote where the central bank held rates steady. Markets previously dealt with a volatile week driven by debt financing fears and capital rotation.
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- ✓ The Nasdaq surged 1 percent as SpaceX and AI stocks rose.
- ✓ Netflix slipped on a weak profit forecast.
- ✓ Nvidia and other chip stocks rose to offer relief after a prolonged selloff.
- ✓ The US Federal Reserve held interest rates unchanged at its most recent meeting in a split vote.
What changed
Market momentum shifted from a prior defensive rotation into consumer and healthcare stocks back toward technology and artificial intelligence names.
Live updates
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Nasdaq Surges as AI Stocks and SpaceX Results Revive Sector
Wall Street gains momentum as the Nasdaq surges 1 percent, led by the revival of artificial intelligence stocks and results from SpaceX and Super Micro. Chip stocks including Nvidia rise to provide relief following a prolonged selloff, while Netflix slips on a weak profit forecast. Investors continue to track oil prices alongside Federal Reserve rate expectations following a split vote where the central bank held rates steady. Markets previously dealt with a volatile week driven by debt financing fears and capital rotation.
Why it matters
The Federal Reserve left interest rates unchanged at its recent meeting during a busy week of tech earnings that included results from Microsoft and Alphabet. Markets also digested an Anthropic IPO filing that helped revive artificial intelligence optimism. Investors continue to balance corporate earnings reports against ongoing economic indicators.
What is confirmed
- The Nasdaq surged 1 percent as SpaceX and AI stocks rose.
- Netflix slipped on a weak profit forecast.
- Nvidia and other chip stocks rose to offer relief after a prolonged selloff.
- The US Federal Reserve held interest rates unchanged at its most recent meeting in a split vote.
Still unconfirmed
- US markets are staring down potential December and March rate hikes.
What to watch next
- Federal Reserve interest rate decisions and commentary
- Upcoming tech sector earnings reports
- Developments regarding the Anthropic IPO filing
confidence 90%Sources used for this update (8)
- www.cnbc.com — Stock Market News - CNBC
- www.wellsfargoadvisors.com — Stock Market News | Wells Fargo Investment Institute
- economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: Nasdaq surges 1% as SpaceX, AI stocks rise while Netflix slips
- finance.yahoo.com — Stock market today: Dow, S&P 500 drop, Nasdaq rises after ...
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq rally as investors ...
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq rise as Fed holds ...
- www.abc.net.au — Markets live: US staring down December and March rate hikes as Fed leaves rates on hold
- economictimes.indiatimes.com — US Markets Today: S&P, Nasdaq end higher as Anthropic IPO ...
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US Indices Mixed as AI Debt Fears Drive Sector Rotation
The S&P 500 and Dow Jones Industrial Average rose on Thursday, recovering from early losses as investors moved capital out of AI stocks and into consumer and healthcare names like UnitedHealth and Eli Lilly. The Nasdaq trimmed losses but faced downward pressure due to debt financing fears within the AI trade. This shift follows a volatile week where the Nasdaq and S&P 500 remained on track for weekly losses. Meanwhile, NAB shares dropped after the bank announced plans to cut 2,500 jobs by mid-2027.
Why it matters
Investors are balancing the high growth of artificial intelligence against the costs of debt financing. This rotation into defensive sectors suggests a risk-off sentiment. The volatility reflects broader uncertainty regarding AI funding sustainability.
What is confirmed
- The S&P 500 and Dow Jones Industrial Average ended Thursday higher.
- The Nasdaq and S&P 500 were on track for weekly losses.
Still unconfirmed
- Debt financing fears caused tech stocks to head lower on Thursday.
- NAB plans to cut about 6pc of its workforce.
What to watch next
- Upcoming corporate earnings reports
- Treasury yield movements
- Further NAB workforce reduction details
confidence 80%Sources used for this update (4)
- finance.yahoo.com — Stock market today: Dow, S&P 500 rise, Nasdaq trims losses as ...
- finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq futures mixed amid ...
- www.abc.net.au — Markets live updates: NAB shares drop as it plans to cut 2,500 job by mid-2027, NextDC in trading halt
- economictimes.indiatimes.com — Dow Jones| Nasdaq | US Stock Market Today | Live: Dow, S&P ...
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US Stock Indexes Mixed as Investors Rotate Out of Tech
Major US stock averages show mixed results as investors shift capital from technology stocks into defensive sectors like healthcare. While the Dow Jones Industrial Average saw weekly gains, the S&P 500 and Nasdaq ended the week lower due to a sell-off in semiconductor shares. Market participants are currently weighing concerns over AI-related funding against upcoming corporate earnings reports scheduled for next week. This rotation indicates a cautious approach as traders move away from high-growth AI trades toward more stable assets.
Why it matters
The shift follows a period where AI narratives dominated market movements. Recent volatility stems from a combination of semiconductor sell-offs and broader macroeconomic concerns. Investors are now balancing these risks against the next cycle of quarterly financial disclosures.
Still unconfirmed
- The S&P 500 and Nasdaq recorded weekly losses due to semiconductor stock sell-offs.
- The Dow Jones Industrial Average recorded weekly gains.
- Investors are moving funds from technology stocks into defensive sectors such as healthcare.
- Market participants are concerned about AI-related funding.
- Investors are focusing on earnings reports scheduled for next week.
What to watch next
- Next week's corporate earnings reports.
- Further shifts in sector rotation from tech to healthcare.
confidence 70%Sources used for this update (4)
- liveworldmarket.com — US Stock Market Dashboard — Live S&P 500, Nasdaq, Dow, VIX ...
- www.kiplinger.com — Nasdaq Nosedives as AI Boosts Consumer Prices: Stock Market Today | Kiplinger
- www.cnbc.com — Stock market today: Live updates - CNBC
- dyax.io — Stock market today: Dow, S&P 500, Nasdaq futures mixed amid ...
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Stocks little changed as AI trade and inflation data weigh
US stock indexes trade mixed, with tech and AI dominating market narratives despite rising Treasury yields. The Nasdaq and S&P 500 dropped for a second consecutive session following a report from OpenAI that rattled AI stocks. Investors are digesting fresh inflation data and third-quarter earnings reports.
Why it matters
The resilience of equities is being tested by rising yields and shifting momentum within the dominant tech sector. The AI trade continues to drive market movements, with major chipmakers advancing earlier on heightened optimism. The market is also awaiting key economic data and Federal Reserve decisions.
What is confirmed
- The 10-year Treasury yield ticks up after CPI tops forecasts.
- Markets price higher odds of a Fed rate hike in October and elevated rates into 2027.
What to watch next
- Federal Reserve rate hike decisions
- Upcoming economic data releases
- Corporate earnings reports from major tech companies
confidence 90%Sources used for this update (2)
- finance.yahoo.com — Stock market today: Hot inflation report drops tech, drives S ...
- www.briefs.co — 10-year yield nudges higher after hotter inflation reading
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US Markets Mixed as Tech and AI Stocks Face New Pressure
US stock indexes traded mixed on Wall Street, with the technology and artificial intelligence trade dominating market narratives despite climbing Treasury yields that dented investor appetite. Major chipmakers advanced earlier behind heightened optimism and market catalysts, while the Nasdaq and S&P 500 later dropped for a second consecutive session. This downturn followed an OpenAI report that rattled artificial intelligence stocks. The resilience of equities remains tested by rising yields and shifting momentum within the dominant tech sector.
Why it matters
Wall Street performance hinges heavily on concentrated momentum inside the technology and artificial intelligence sectors. When high-growth tech shares fluctuate due to sector-specific reports or broader macroeconomic pressures like Treasury yields, major indexes react sharply. This dynamic exposes a market vulnerability where broader gains depend on the sustained performance of a narrow group of companies.
What is confirmed
- The stock market remained resilient even as higher Treasury yields dented investor appetite.
- Wall Street ended mixed as the Nasdaq and S&P 500 fell for a second straight session.
Still unconfirmed
- An OpenAI report rattled the artificial intelligence trade and contributed to the Nasdaq tumbling.
What to watch next
- Further developments regarding the OpenAI report and its impact on artificial intelligence sector sentiment
- Movements in Treasury yields and their ongoing effect on broader investor appetite
- Trading direction for major chipmakers and technology stocks during upcoming sessions
confidence 90%Sources used for this update (3)
- www.cnbc.com — Stock market today: Live updates - CNBC
- finance.yahoo.com — Dow, S&P 500, Nasdaq Futures Mixed After S&P 500, Nasdaq ...
- www.proactiveinvestors.com — MARKETS LIVE: Nasdaq tumbles as OpenAI report rattles AI trade
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Nasdaq, Dow and S&P 500 little changed as AI trade powers market
The US stock market is little changed with the Nasdaq Composite previously reaching a record high driven by tech gains, while the Dow Jones Industrial Average is weaker. AI enthusiasm supports the market, but higher Treasury yields limit broader gains. This divergence indicates a concentrated rally where tech offsets losses in other sectors.
Why it matters
The market's performance is influenced by AI-related developments, including software dealmaking and upgrades to growth stocks. The upcoming earnings season and rising bond yields are also key factors. The concentrated rally in tech stocks has offset losses in other sectors, but the market's overall movement remains limited.
What is confirmed
- The Nasdaq Composite reached a record high driven by software dealmaking and upgrades to growth stocks.
- The broader market remains limited by a weaker Dow Jones Industrial Average and higher Treasury yields.
What to watch next
- Upcoming earnings season
- Rising bond yields
- US-Iran de-escalation and oil prices
confidence 80%Sources used for this update (3)
- vittarthi.com — US Stock Market Today Sep 29, 2026 — S&P 500, Dow & Nasdaq Close
- nexqual.com — Markets Overview — Indices, Sectors, Commodities & Crypto
- finance.yahoo.com — Stock market today: Nasdaq, Nvidia post record highs as tech ...
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Nasdaq hits record high as AI and software deals boost growth stocks
The Nasdaq Composite reached a record high driven by software dealmaking and upgrades to growth stocks. While AI enthusiasm provides support, the broader market remains limited by a weaker Dow Jones Industrial Average and higher Treasury yields. This divergence indicates a concentrated rally where tech gains offset losses in other sectors. Previous momentum was supported by Meta's Muse AI agent and expected low-cost model releases from Anthropic, alongside hopes for US-Iran de-escalation and lower oil prices.
Why it matters
Market breadth is currently narrow as growth stocks diverge from the Dow. Investors are balancing the potential of AI software integration against the pressure of rising Treasury yields. This tension determines whether the Nasdaq rally can sustain broader market growth.
What is confirmed
- The Nasdaq Composite reached a record high.
- Software dealmaking and upgrades are supporting growth stocks.
- Higher Treasury yields and a weaker Dow are limiting market breadth.
What to watch next
- Impact of the impending low-cost AI model launch from Anthropic
- Changes in Treasury yields affecting growth stock valuations
- Further movements in the Dow Jones Industrial Average relative to the Nasdaq
confidence 90%Sources used for this update (5)
- www.investing.com — Investing.com - Stock Market Quotes & Financial News
- stockanalysis.com — StockAnalysis.com - Free Online Stock Information for Investors
- sg.finance.yahoo.com — Yahoo Finance Singapore | Stock market live, quotes, business ...
- www.fxempire.com — Nasdaq Index: Record High Tests Rally as Treasury Yields and Dow Diverge
- scanx.trade — Ameenji Rubber passes all seven resolutions at 20th AGM
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US Stocks Steady as AI Optimism Balances Yields and Oil
US stock futures held steady following a fresh record for the Nasdaq Composite, which climbed 0.45% in the prior session. The S&P 500 finished flat, while the Dow Jones Industrial Average dropped 0.36%. Artificial intelligence enthusiasm drove market support, fueled by positive reception for Meta's Muse AI agent and an impending lower-cost AI model launch from Anthropic. Simultaneously, falling oil prices and declining bond yields provided a cushion for equities amid hopes of a de-escalation in the US-Iran conflict, contrasting with earlier concerns over Treasury climbs.
Why it matters
Market stability reflects a tug-of-war between strong technology sector tailwinds and broader economic uncertainties regarding Federal Reserve monetary policy. While artificial intelligence infrastructure companies continue to drive record highs on the Nasdaq, persistent bond yield movements and shifting energy costs test investor resolve. These dynamics coincide with a fourth straight losing week for the Dow in recent sessions.
What is confirmed
- The Nasdaq Composite rose 0.45% in regular trading on Tuesday, while the S&P 500 finished flat and the Dow declined 0.36%.
- US stock futures were little changed on Wednesday after the Nasdaq Composite reached a fresh record supported by gains in AI infrastructure companies.
- Falling oil prices and lower bond yields offered support to equities, fueled by hopes of a significant de-escalation in the US-Iran conflict.
- Strong reception for Meta's Muse AI agent fueled renewed optimism around the artificial intelligence trade.
Still unconfirmed
- Traders are anticipating further rate hikes from the Federal Reserve as Treasury yields keep marching higher.
What to watch next
- Wednesday earnings reports from Cintas, Paychex and General Mills for further insights into corporate health
- Anthropic's upcoming launch of a new AI model capable of handling broad business tasks ahead of its Wall Street debut
confidence 95%Sources used for this update (11)
- www.investors.com — Stock Market Today: Stock Market News And Analysis
- www.investors.com — Stock Market Today | Investor's Business Daily
- www.cnbc.com — Stock futures are little changed as Dow heads for fourth straight losing week: Live updates
- ca.finance.yahoo.com — Edison International EIX Stock Forecast & Price Target
- www.cnn.com — Stock Market Data - US Markets, World Markets, and Stock Quotes
- www.cnbc.com — Stock market today: Live updates
- finance.yahoo.com — Stock market today: Nasdaq, Dow and S&P 500 little changed as ...
- relaypost.me — US Markets Steady as AI Rally Meets Geopolitical Uncertainty
- bullstory.io — US Stock Market Today: S&P 500, Nasdaq and Dow | Bullstory
- tradingeconomics.com — US Futures Steady After Nasdaq Hits Fresh High
- finance.yahoo.com — Stock Portfolio Management & Tracker - Yahoo Finance
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AI Trade Supports Major Indices Amid Volatile Yields and Oil Prices
The Nasdaq, Dow, and S&P 500 remain little changed as artificial intelligence stocks support the market. While some reports indicate Wall Street opened higher due to AI advances and falling oil prices, other data shows the AI rally losing steam and Dow futures dipping. Market sentiment is mixed as tech gains from Alibaba's new AI chip and Meta's Muse AI agent conflict with rising bond yields. US 5- and 10-year yields have reached levels not seen since 2007, while the 30-year yield is testing 2004 levels.
Why it matters
Market stability is currently tied to the performance of AI-driven tech stocks and geopolitical tensions. Investors are monitoring President Trump's upcoming UN address and potential US military actions. High bond yields typically pressure equity valuations, creating a conflict between AI optimism and macroeconomic headwinds.
What is confirmed
- The Nasdaq, Dow, and S&P 500 showed little change as AI trade powered the market.
- US 5-year and 10-year Treasury yields reached levels last seen in 2007.
- The US 30-year Treasury yield is testing territory last seen in 2004.
Still unconfirmed
- Iran warned that new US aggression would be met with different weapons in new places.
- Meta's Muse AI agent spurred gains in Korean chip stocks.
- Alibaba unveiled a new AI chip.
- Oil prices turned negative.
What to watch next
- President Trump's UN address
- US decisions regarding military action in the war involving Iran
confidence 70%Sources used for this update (11)
- www.investors.com — Stock Market Data: See Prices For S&P 500, Nasdaq, Dow Jones, SPDR ETFs
- Reuters — Wall St opens higher as AI stocks advance, oil slides
- www.yahoo.com — Iran warns new U.S. assault would see it expand "geography of the war"
- NBC News — Tech stocks power market surge as bond yields and oil prices tumble
- Bloomberg.com — Korean Chip Stocks Gain as Meta’s Muse AI Agent Spurs Enthusiasm
- Yahoo Finance — Stock market today: Nasdaq, Dow and S&P 500 little changed as AI trade powers market
- WSJ — AI Stock Rally Loses Steam, Oil Prices Turn Negative
- WSJ — Stock Market Today: Dow Futures Dip, What to Watch — Live Updates
- Yahoo Finance — US Stock Futures Steady Ahead of Trump’s UN Address as Alibaba Unveils New AI Chip: Dow Jones, S&P, Nasdaq, Wall Street
- economictimes.indiatimes.com — Dow Jones| Nasdaq | US Stock Market Today | Live: US stocks open lower as oil prices, bond yields move higher, Mideast talks in focus
- investinglive.com — US yields move to multi year highs as the wall of worry is growing.
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