01 Stock Market
The U.S. major indexes closed as follows: the Dow Jones up 0.16% at $48,442.41, the S&P 500 up 0.46% at $6,909.79, and the Nasdaq Composite up 0.57% at $23,561.84.
Unusual-move stocks: Nvidia (NVDA) up 3.01% at $189.21; Broadcom (AVGO) up 2.30% at $349.32; Amazon (AMZN) up 1.62% at $232.14; Alphabet (GOOG) up 1.40% at $315.68; Apple (AAPL) up 0.51% at $272.36; Meta Platforms (META) up 0.52% at $664.94; Tesla (TSLA) down 0.65% at $485.56; Oracle (ORCL) down 1.53% at $195.34; Coinbase (COIN) down 2.26% at $242.30; Novo Nordisk (NVO) up 7.30% at $51.61; iShares Silver Trust (SLV) up 3.79% at $64.84; ProShares Ultra Silver (AGQ) up 8.03% at $165.98; SPDR S&P 500 ETF (SPY) up 0.46% at $687.96; Invesco QQQ (QQQ) up 0.47% at $622.11; Vanguard S&P 500 ETF (VOO) up 0.47% at $632.67; Direxion Daily Semiconductor Bull 3X (SOXL) up 1.02% at $43.70.
The session featured strength in AI and large-cap tech while some crypto-exposed names softened, and healthcare outperformed led by weight-loss pharma. Moves in semiconductors and hyperscale infrastructure beneficiaries remained firm, while selective pullbacks in platforms and crypto brokers highlighted rotation. Turnover was seasonally lighter, and breadth modestly positive; investors should watch liquidity impacts and firm-level catalysts around product launches, capacity updates, and regulatory headlines.
02 Other Markets
U.S. 10-year Treasury yield fell by 0.29%, latest at 4.16.
USD/CNH rose 0.00%, at 7.03; USD/HKD rose 0.00%, at 7.78.
U.S. Dollar Index fell 0.0082%, at 97.89.
WTI crude futures rose 0.19%, at 58.49 USD/bbl; COMEX gold futures rose 0.65%, at 4,534.80 USD/oz.
03 Top News
Apple announced a software and product update rollout, aiming to improve device security and health features. The company said it is enhancing health monitoring capabilities in wearables and expanding safety protections across iOS. The updates are intended to boost user engagement and ecosystem stickiness, potentially supporting hardware upgrade cycles.
Novo Nordisk disclosed expanded obesity-treatment production and distribution capacity to alleviate supply constraints. The company indicated new lines and logistics improvements are being brought online to serve growing demand. Management expects better product availability to widen patient access and support revenue growth.
Nvidia unveiled new AI partnerships with cloud and enterprise providers to accelerate model deployment. The company highlighted expanded collaboration on GPUs and software stacks to streamline training and inference. The initiative is expected to deepen adoption across industries and reinforce Nvidia’s leadership in accelerated computing.
Broadcom launched updates to its networking and AI accelerator solutions for data centers. The enhancements aim to improve throughput, latency, and efficiency for AI workloads and cloud infrastructure. Customers implementing the stack could reduce total cost of ownership and raise performance, supporting long-term demand.
Amazon introduced seasonal promotion enhancements and logistics optimizations to support peak delivery volumes. The company emphasized faster delivery windows and broader selection in key categories. Improvements in fulfillment are aimed at sustaining customer satisfaction and driving marketplace growth.
Alphabet expanded AI tools within cloud offerings to help enterprises build generative applications. The firm showcased model orchestration and security tools designed to accelerate development cycles. Adoption should strengthen Google Cloud’s value proposition and improve monetization of AI services.
Meta rolled out new generative AI features for advertisers to improve creative performance. The features enable automated content variants and optimization across campaign objectives. Meta expects higher advertiser ROI and engagement, supporting platform revenue momentum.
Oracle announced new cloud infrastructure regions and capacity additions, including expanded GPU availability. The company aims to serve AI and data workloads with competitive price-performance. Expanded regions and hardware options should attract enterprise migrations and multi-cloud deployments.
Coinbase introduced new derivatives and risk tools for institutional clients to hedge crypto exposure. The platform said enhancements include improved margining and liquidity access. The offering seeks to increase institutional participation and diversify revenue streams amid evolving regulation.
Micron detailed investment and capacity plans for high-bandwidth memory to meet AI demand. The company is scaling production and refining process technologies to boost yields. Expanded HBM supply should support AI server growth and improve Micron’s product mix and margins.
Sources: Reuters, Dow Jones, Tiger Newspress, public market data
Disclaimer: This content is for reference only and does not constitute investment advice.
