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● TRACKER Updated 3d ago · 33 sources tracked

Wall Street ends higher as tech rebounds before Nvidia results

Wall Street indices look toward inflation data and a short trading week while equities absorb rising oil prices and geopolitical tensions. Dow futures dropped 300 points amid conflict in the Middle East and brewing trade friction between Canada and the United States. Concurrently, Dell Technologies shares jumped 7% after quarterly revenue reached $46.97B with an earnings per share beat at $7.04 and an AI backlog totaling $95B. Bitcoin exchange-traded funds avoided the capital outflows hitting Ethereum, Solana, and XRP funds, drawing $986.9 million while price gains remained modest.

RSS Source map (33)

What changed

Dow futures declined by 300 points to start the shortened trading week as oil prices advanced.

Live updates

  1. Wall Street Rebounds on Tech Strength as Markets Watch Middle East

    Wall Street indices look toward inflation data and a short trading week while equities absorb rising oil prices and geopolitical tensions. Dow futures dropped 300 points amid conflict in the Middle East and brewing trade friction between Canada and the United States. Concurrently, Dell Technologies shares jumped 7% after quarterly revenue reached $46.97B with an earnings per share beat at $7.04 and an AI backlog totaling $95B. Bitcoin exchange-traded funds avoided the capital outflows hitting Ethereum, Solana, and XRP funds, drawing $986.9 million while price gains remained modest.

    Why it matters

    Technology sector performance continues to dictate market direction following previous earnings reports from chip and AI infrastructure suppliers. Investors are monitoring a holiday-shortened trading week that features upcoming inflation reports and the inaugural major leadership test for Apple's new chief executive officer. Macroeconomic pressures from energy markets, including climbing oil prices tied to escalating Middle East conflict, add volatility to equity futures.

    What is confirmed

    • Dell Technologies shares surged 7% after quarterly revenue hit $46.97B, earnings per share beat at $7.04, and the AI backlog reached $95B.
    • Bitcoin ETFs drew $986.9 million while Ethereum, Solana, and XRP fund inflows collapsed.

    Still unconfirmed

    • Rocket Lab stock is down 8% year-to-date at $64.26, while Wall Street holds a Strong Buy consensus with a $108.88 average price target implying 69% upside.

    What to watch next

    • Upcoming inflation data releases during the holiday-shortened trading week.
    • Apple's new CEO facing his first major test.
    Sources used for this update (7)
    1. coincentral.com — Dell Stock: Wall Street Raises Targets After Earnings Demolish Expectations
    2. coincentral.com — Rocket Lab (RKLB) Stock Is Down 49% in Three Months. Here’s Why Analysts Still Like It
    3. finance.yahoo.com — Bitcoin ETFs Dodge the Inflow Slump That Caught Ethereum, Solana, and XRP
    4. www.cnbc.com — Dow futures fall 300 points to start shortened week as oil prices climb: Live updates
    5. www.cnbc.com — Here are the 3 big things we're watching in this holiday-shortened trading week
    6. www.marketscreener.com — EMEA Morning Briefing : Oil Extends Gains as Middle East Tensions Escalate
    7. www.ibtimes.com.au — Sandisk Stock Surges on AI Memory Demand as Investors Weigh Whether the Rally Is Still a Buy Now
    confidence 90%

  2. AI Memory Stocks Climb as S&P 500 Drops on Labor Market Concerns

    The S&P 500 fell 0.4% on September 4 as a strong jobs report increased fears of higher interest rates. Despite the broad decline, investors rotated into AI memory and storage suppliers, pushing Sandisk up 11.9% and Micron up 6.1%. Other tech sectors faced headwinds, with Broadcom shares sliding 3% after Q4 guidance missed expectations despite a Q3 earnings beat. In the crypto market, Dash surged 17.5% to its highest level since May, driven by a rotation into privacy coins and a Zcash ETF exceeding $400M.

    Why it matters

    Market volatility follows an August jobs report where employers added 162,000 jobs, exceeding expectations. This strength suggests the Federal Reserve may raise rates this month. Investors are currently balancing macroeconomic risks against specific growth in AI infrastructure.

    What is confirmed

    • The S&P 500 fell 0.4% on September 4.
    • Sandisk shares increased 11.9% and Micron shares gained 6.1%.
    • Employers added 162,000 jobs in August.

    Still unconfirmed

    • Anthropic may pursue an IPO in October.

    What to watch next

    • Federal Reserve interest rate decision this month
    • Nvidia earnings results
    • Broadcom Q4 performance updates
    Sources used for this update (5)
    1. uk.finance.yahoo.com — The S&P 500 Fell, but These 2 AI Memory Stocks Exploded Higher
    2. coincentral.com — Dash Price Surges 17% as Zcash ETF Tops $400M, Pulling Privacy Coins Higher
    3. www.nbr.co.nz — October IPO beckons for Anthropic as US jobs stoke rate bets
    4. coincentral.com — Nike (NKE) Stock Down 49%: Why Wall Street Is Staying on the Sidelines
    5. coincentral.com — Broadcom (AVGO) Stock Slides 3% After Earnings: Is the Dip Worth Buying?
    confidence 80%

  3. Wall Street dips as August jobs report fuels rate-hike bets

    US stocks mostly closed lower on Friday after a strong August jobs report increased expectations that the Federal Reserve will raise interest rates this month. Employers unexpectedly added 162,000 jobs in August, a figure that far exceeded market expectations. While the S&P 500 and Nasdaq edged higher during early trading, the Dow fell 0.19%. Treasury bond yields rose as investors reacted to the labor market signals, reversing the previous rally in technology shares.

    Why it matters

    This shift follows recent optimism where Fed Governor Christopher Waller suggested holding rates steady if inflation cooled. Market volatility now centers on whether the Federal Reserve will pivot to a hawkish stance due to labor strength.

    What is confirmed

    • US nonfarm payrolls increased by 162,000 in August.
    • The Dow Jones Industrial Average fell 0.19% on Friday.
    • Treasury bond yields rose following the August jobs report.
    • Investors expect a possible Federal Reserve interest rate hike this month.

    Still unconfirmed

    • July jobs figures were revised upward from a negative value to a gain.

    What to watch next

    • Next week's Consumer Price Index (CPI) report
    • The Federal Reserve's interest rate decision later this month
    • The Senate vote on the CLARITY Act scheduled for September 15
    Sources used for this update (9)
    1. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: US stocks subdued after jobs report fuels rate-hike bets
    2. www.iberkshires.com — The Retired Investor: High Noon for the Bond Vigilantes
    3. apnews.com — Asian benchmarks mostly rise after tech stocks lead rally on Wall Street
    4. www.bnnbloomberg.ca — U.S. stocks wobble after a surprisingly strong jobs report raises prospects of an interest rate hike
    5. virginiabusiness.com — Wall Street ends lower as solid jobs data fuels hawkish Fed bets
    6. finance.biggo.com — U.S. August Nonfarm Payrolls Surge by 162,000 — September Rate Hike Now Hinges on Next Week's CPI
    7. coincentral.com — Microsoft (MSFT) Stock Gets a Bigger Target, But Stifel Isn’t Ready to Buy Yet
    8. finance.yahoo.com — The 18-Year Housing Cycle Says the Next Market Crash Is Close
    9. coincentral.com — National Sheriffs’ Association Drops Opposition to CLARITY Act Ahead of September Senate Vote
    confidence 95%

  4. US stocks rise as Fed Governor Waller signals rate stability

    The Dow, S&P 500 and Nasdaq closed higher on Thursday as technology shares rallied and Treasury yields retreated from multi-year peaks. Fed Governor Christopher Waller supported holding interest rates steady this month provided inflation continues to cool. Early gains were led by Nvidia, Tesla, Microsoft and Meta, though Broadcom declined. In the EV sector, EVgo shares jumped 14.8% following strong quarterly results from ChargePoint. The positive momentum on Wall Street also helped the Australian ASX 200 snap a three-day losing streak, driven by banks and mining stocks.

    Why it matters

    Investors are balancing optimism over AI-linked stocks against geopolitical instability and inflation risks. Market volatility is currently influenced by Middle East strikes and bond market reactions to Washington. The upcoming Labor Day weekend adds to the current market instability.

    What is confirmed

    • The Dow, S&P 500 and Nasdaq rose on Thursday.
    • Treasury yields eased from multi-year highs.
    • The ASX 200 recovered from a three-day slump.

    Still unconfirmed

    • Middle East strikes are escalating and oil remains tense.
    • Tesla has surged 18% in a month.
    • EVgo shares jumped 14.8% after ChargePoint reported quarterly results that topped analyst forecasts.

    What to watch next

    • Nvidia quarterly results
    • Federal Reserve interest rate decision this month
    Sources used for this update (6)
    1. 247wallst.com — Here Are Thursday’s Top Wall Street Analyst Research Calls: Broadcom, Deere & Company, Dell Technologies, Devon Energy, Moderna, Permian Resources, PG&E, Thermo Fisher, Viper ...
    2. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: US stocks rise as Waller signals openness to holding rates steady
    3. hdfcsky.com — Wall Street Opens Higher as Tech Stocks Rally, Yields Cool from Multi-Year Peaks
    4. uk.finance.yahoo.com — EVgo (EVGO) Stock Trades Up, Here Is Why
    5. www.ibtimes.com.au — Australian Shares Rebound As ASX 200 Snaps Losing Streak On Wall Street Rally And Falling Bond Yields
    6. 247wallst.com — Tesla Is Now Up 18% in a Month: Take Profits, or Buy More?
    confidence 90%

  5. Wall Street ends higher as tech rebounds before Nvidia results

    US stocks closed higher as the tech sector rebounded ahead of Nvidia's results. The S&P 500 and Dow gained as AI-linked shares offset US-Iran friction and inflation risks. Treasury yields jumped after an inflation pledge from Warsh. Asian stocks saw mixed results following updated inflation and economic growth data.

    Why it matters

    The surge in Nvidia's value above $5.5 trillion led to a mixed performance in the tech sector. Investors are weighing inflation risks, elevated Treasury yields, and rising bets on a September Fed rate hike ahead of Friday's jobs report. The market is also monitoring US-Iran tensions and their impact on oil prices.

    What is confirmed

    • US stocks edged higher as strength in AI-linked shares helped the S&P 500 and Dow withstand renewed US-Iran tensions.
    • Treasury yields jumped after an inflation pledge from Warsh.
    • The S&P 500 and Dow gained as AI-linked shares offset US-Iran friction and inflation risks.
    • US stocks snapped a three-day losing streak as big technology names rose and steadier oil prices and bond yields gave Wall Street a break from recent pressure.

    Still unconfirmed

    • SB Energy files for IPO, leans on OpenAI ties while losses mount

    What to watch next

    • Nvidia's results release
    • Friday's jobs report
    • September Fed rate hike decision
    Sources used for this update (10)
    1. seekingalpha.com — Goehring & Rozencwajg Q2 2026 Natural Resource Market Commentary
    2. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: S&P 500, Dow gain as AI strength offsets US-Iran friction
    3. finance.yahoo.com — Stock market today: Dow, S&P 500, Nasdaq rebound as oil prices, Treasury yields pause climb higher
    4. www.insidermonkey.com — Jim Cramer Breaks Down the Enterprise Software Rebound for Salesforce (CRM) and Veeva (VEEV)
    5. 247wallst.com — Snowflake Reports After the Close: What Investors Need to Watch
    6. www.briefs.co — SB Energy files for IPO, leans on OpenAI ties while losses mount
    7. en.cryptonomist.ch — SpaceX Stock Performance Surges 35% After Blockbuster Earnings Report
    8. www.commbank.com.au — Wall Street rises as tech stocks climb and oil steadies
    9. www.ibtimes.com.au — South Korea's KOSPI Ekes Out Gain After Wild Session As Wall Street Rally Eases Rate Fears Despite Iran War
    10. timesofindia.indiatimes.com — Stock Market Today Highlights: BSE Sensex plunges over 400 points, NSE Nifty50 closes below 24,000
    confidence 75%

  6. Wall Street ends higher as tech rebounds before Nvidia results

    US stocks closed higher as tech sector rebounded ahead of Nvidia's results. The surge in Nvidia's value above $5.5 trillion led to a mixed performance in the tech sector. Treasury yields jumped after an inflation pledge from Warsh. Asian stocks saw mixed results following updated inflation and economic growth data.

    Why it matters

    The recent market fluctuations have been influenced by inflation and economic growth data. The tech sector has experienced significant movements, with Nvidia's surge and other companies like IREN and Applied Digital facing declines. The upcoming Nvidia results may further impact the tech sector's performance.

    What is confirmed

    • Nvidia's value rose above $5.5 trillion after a nearly 10% surge.
    • Treasury yields jumped following an inflation pledge from Warsh.
    • US stocks saw mixed results in August, with tech earnings leading the way.

    Still unconfirmed

    • GE Vernova formed a joint venture with LS Electric.
    • EHang withdrew its 2026 revenue guidance.

    What to watch next

    • Nvidia's results
    • US interest rate hikes
    • September economic data
    Sources used for this update (4)
    1. economictimes.indiatimes.com — Wall St Guide
    2. www.insidermonkey.com — BWXT’s Microreactor Bet Gets a Major Vote of Confidence from the U.S. Army
    3. finance.yahoo.com — Market Indexes Slip to Close Out a Winning, Turbulent August
    4. biz.heraldcorp.com — Kospi eyes late-session rebound after dramatic reversal from 3.5% plunge
    confidence 80%

  7. US stocks drift lower following economic updates and data center selloff

    US stocks declined as updated inflation and economic growth data pressured markets, leading to mixed results for Asian stocks. While Nvidia saw its value rise above 5.5 trillion dollars after a nearly 10% surge, other technology sectors struggled. A nine-figure writedown by one AI data center operator triggered a broader sector selloff, causing IREN to drop 13% and Applied Digital to sink 7%. Meanwhile, treasury yields jumped following an inflation pledge from Warsh. Corporate shifts include a GE Vernova joint venture with LS Electric and EHang withdrawing its 2026 revenue guidance.

    Why it matters

    The market is currently navigating a rotation amid persistent inflation and anticipation of Federal Reserve policy shifts. Recent volatility in AI-related infrastructure stocks suggests a growing sensitivity to operational losses within the data center sector. These movements occur as investors weigh high-growth tech valuations against macroeconomic headwinds.

    What is confirmed

    • Nvidia's value rose above 5.5 trillion dollars after the stock soared almost 10%.
    • EHang withdrew its RMB600 million full-year revenue guidance on August 25.
    • GE Vernova established a joint venture with LS Electric on August 26 to target the high-voltage direct current sector.
    • IREN shares fell 13% and Applied Digital shares fell 7% during a data center selloff.

    Still unconfirmed

    • Enphase is expanding outreach in the Netherlands before net metering ends on January 1, 2027.

    What to watch next

    • Federal Reserve Jackson Hole summit outcomes
    • Nvidia official financial results
    • Further regulatory updates affecting EHang's overseas growth
    Sources used for this update (8)
    1. apnews.com — Asian stocks are mixed after Wall Street losses following economic updates
    2. www.forbes.com — Nvidia Soars Almost 10%—Pushing Value Back Above $5.5 Trillion
    3. www.insidermonkey.com — Enphase (ENPH) is Preparing for the End of Dutch Net Metering. Will It Boost Batteries or Hurt Solar Demand?
    4. www.insidermonkey.com — EHang (EH) Withdrew Its 2026 Revenue Guidance Amid Regulatory Delays. Can Overseas Growth Fill the Gap?
    5. 247wallst.com — Applied Digital Sinks 7%, IREN Tumbles 13% as Data Center Selloff Broadens Past One Name
    6. www.afr.com — US stocks drift down, yields jump on Warsh’s inflation pledge
    7. www.insidermonkey.com — GE Vernova’s New JV Could Unlock its Next Big Growth Engine
    8. www.insidermonkey.com — Li Auto (LI) Improved Vehicle Margin to 9.4% but It Remains Half Last Year’s. Can the Model Refresh Restore Profitability?
    confidence 90%

  8. Wall Street closes higher as tech stocks rebound before Nvidia earnings

    Major US indices ended higher on August 25, 2026, driven by a recovery in technology and chip stocks. Investors found relief as Treasury yields and oil prices declined, offsetting previous pressure from persistent inflation. While the market rebounded from a recent selloff, traders remain cautious. Current sentiment is focused on upcoming catalysts, specifically Nvidia's financial results and the Federal Reserve's Jackson Hole summit, which are expected to test a market currently undergoing a rotation.

    Why it matters

    The rebound follows a period where elevated yields and inflation weighed on risk appetite. Investors are closely monitoring the AI sector's valuation through Nvidia's performance. The Federal Reserve's upcoming communications will likely signal future interest rate directions.

    What is confirmed

    • All three major US indices rose for the day on August 25, 2026.
    • Technology and chip stocks rebounded ahead of Nvidia's earnings results.
    • Treasury yields and oil prices decreased.
    • Investors are awaiting an inflation report and the Fed's Jackson Hole summit.

    Still unconfirmed

    • The stock market is currently in the middle of a rotation.
    • Foreign selling impacted the Kospi's ability to hold gains despite the US semiconductor rebound.

    What to watch next

    • Nvidia earnings release
    • Federal Reserve Jackson Hole summit
    • Upcoming inflation report
    Sources used for this update (14)
    1. Bloomberg — Nvidia and Warsh Will Test a Stock Market That’s in Mid-Rotation
    2. Yahoo Finance — Stock market today: S&P 500, Nasdaq futures recover in countdown to Nvidia earnings, Fed Jackson Hole summit
    3. Reuters — Wall Street rises as tech bounces back before Nvidia results, bond yields drop
    4. CNBC — Stock futures are little changed as traders await key inflation report, Nvidia earnings: Live updates
    5. Investopedia — Markets News, Aug. 25, 2026: Major Indexes Close Higher as Chip Stocks Rebound; Oil Prices, Treasury Yields Sink
    6. Investor's Business Daily — Futures: Inflation Data, Nvidia Due; Lower Yields, Oil Lift Stocks
    7. Reuters — Morning Bid: Markets are waiting '9 to 5'
    8. Barron's — Nvidia Earnings and Jackson Hole Are the Stock Market’s Next Big Tests
    9. Yahoo Finance — Stock market today: Dow, S&P 500, Nasdaq futures hold steady ahead of inflation data, Nvidia earnings
    10. www.businesstimes.com.sg — US stocks: Wall Street ends higher as tech rebounds before Nvidia results
    11. www.businesstimes.com.sg — Asian shares rise as oil’s decline lifts sentiment
    12. economictimes.indiatimes.com — Dow Jones| Nasdaq | S&P 500 | US Stock Market Today |Live Updates: US stocks muted ahead of Nvidia results, hot inflation fuels rate-hike bets
    confidence 95%