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An opening trading session for what promises to be an eventful week saw new closing highs on both the S&P 500 and the tech-heavy Nasdaq. In a nutshell, the bull market continues its move forward under the same narrative it’s had for some time: the (AI-based) tech trade joins a pending lower interest rate environment for a market-friendly blend.
The Tech sector is at a record high, as are Financials. While the Dow failed to notch a new record-high close today, it did gain +49 points, +0.11%. The S&P 500 surged over 6600 for the first time, +30 points, +0.47%. The Nasdaq gathered another +207 points, +0.94% to 22,348, and the small-cap Russell 2000 continues to seek out those new closing highs, +0.34% on the session.
TikTok Ownership Coming to U.S. Shores"
Reportedly, the “framework” of a deal over the ownership of Chinese social media giant TikTok has been agreed to by both U.S. and Chinese negotiators today, according to Treasury Secretary Scott Bessent. While it remains unclear which assets have been agreed to be sold, to which company or companies, for how much and with what constraints, Bessent says details will be forthcoming this week.
CoreWeave Deal with NVIDIA Sends Shares Up +7%
AI cloud services provider CoreWeave CRWV has announced an agreement with AI chip leader NVIDIA NVDA worth $6.3 billion, which will obligate NVIDIA to buy up remaining data center space at CoreWeave through mid-April 2032. Shares of CRWV gained +7% on this news today, while NVDA stock was flat.
What to Expect from the Stock Market Tomorrow
Tuesday morning brings us a truckload of new economic data, with U.S. Retail Sales, Import/Export Prices, and Industrial Production/Capacity Utilization for August before the opening bell. We’ll also get a look at Business Inventories for July and Homebuilder Confidence for September a little later on that morning.
The Federal Open Market Committee (FOMC) starts its two-day meeting tomorrow, as it deliberates on monetary policy and decides on interest rate levels the following day. Expectations are for the first of three 25 basis-point (bps) cuts to the Fed funds rate through the end of the calendar year, which would bring down rates initially to 4.00-4.25%. By the December meeting, interest rates are now expected to be 3.50-3.75%.
Also, we may see a last-minute addition to the FOMC at these meetings, as long as the Republican-run Senate continues to do President Trump’s bidding: Stephen Miran, currently the president’s Chair of the Presidential Council of Economic Advisors and likeminded with Trump that interest rates are about 300 bps too high, will likely get a vote early this evening. It is also likely Fed Governor Lisa Cook will stay on the FOMC, despite President Trump attempting to fire her.
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Roche has a strong presence in the oncology market. Strong demand for breast cancer drugs is also a major upside. Also, the expansion of the portfolio beyond oncology into immunology is a major positive.
Continued strategic acquisition of money market assets will keep supporting AUM growth at Federated. Moreover, manageable debt levels and sustainable capital distribution activities are encouraging.
Ralph Lauren has issued an upbeat outlook for fiscal 2026, reflecting confidence in its ability to navigate a dynamic macroeconomic and geopolitical landscape.
Corning’s focus on innovation, its diverse product portfolio, secular growth drivers, favorable regulations and strategic reorganization are positives.
High demand for top-quality office properties in key markets, a diverse tenant base and opportunistic investments to enhance its portfolio quality are key growth drivers for SL Green.
M&T Bank’s top line is aided by decent NII and fee income growth. Solid balance sheet aids strategic acquisitions. Steady capital distributions stoke investors’ confidence in the stock.
Rising healthcare spending and an aging population are likely to aid Welltower’s seniors housing operating portfolio. Portfolio-repositioning efforts and a healthy balance sheet bode well.
Strength across the segments and accretive acquisitions are aiding Zebra Technologies’ performance. Its measures to handsomely reward shareholders are encouraging.
Robust adoption driven by high demand for SaaS-based CAD, PLM and IIoT solutions, new business bookings on the back of strategic alliances are key catalysts.
Flowers Foods is facing headwinds in critical business segments for a while now. The company witnessed a decline in volumes in the second quarter of 2025.
Weak demand may hurt the company's volumes. It is also exposed to headwinds from higher energy and maintenance costs. The Fibers unit also faces headwinds from destocking.
The impressive Disney+ user growth rate driven by expanding international footprint and solid content portfolio should be the key performance driver for Disney.
Innovative Medicine unit is showing a growth trend, driven by existing products like Darzalex, Tremfya and Erleada and continued uptake of new launches, including Spravato, Carvykti and Tecvayli.
Broadcom is a leading player in the semiconductor market based on its expanding product portfolio, multiple target markets, accretive acquisitions and strong cash flow.
Strength in the Energy Generation/Storage business, balance sheet strength, and focus on autonomous driving and artificial intelligence are set to drive Tesla.
Central Garden & Pet advances digital, supply chain and product innovation while driving margin gains and M&A, backed by strong financials and a focused Cost and Simplicity program.
