Wall Street lives a new speculative fever reminiscent of the old days of technological bubbles, but with artificial intelligence as an indisputable protagonist. The Nasdaq has recovered leadership in the New York parquet and the sensation between investors and analysts is clear: nobody wants to stay out of a movement that seems unstoppable. Capital flows in waterfall, consolidating an increasingly closed ecosystem where giants such as Microsoft, Nvidia, OpenAi, Broadcom, TSMC or Oracle are intertwined in a network of millionaire alliances and investments, which now even Apple tries to join.
The impact of this dynamic is not limited to the corporate environment: it also translates into a determining force on financial markets. He Nasdaq 100 already rises 18% in 2025, surpassing with slack al S&P 500 (+14%)while the constant flow to technological values pushes the rise bags day after day.
Yesterday, the three main Wall Street indices closed near their highest levels of the day, marking new historical maximums, which also meant Three consecutive profit sessions for the S&P500 and Nasdaq, and four for Dow Jones. Specifically, the S&P 500 won yesterday 0.44% to 6,693.75 points, Nasdaq Composite rose 0.70% to 22,788.98 points, and Dow Jones advanced 0.14%, at 46,381.54 points.
This Tuesday, American indices quote with few movements: the Dow Jones wakes up with 0.30% increases in the 46,521.28 points, the S&P 500 flat trading at 6,694.04 points and the Nasdaq Composite cuts a minimum 0.04% in the 22,779.91 points.
To close at the level of the opening of the bag today, It would be the fifth consecutive session for the Dow Jones and could mean the fourth historical maximum.
Boeing (2.09%), Chevron (1.03%) and Caterpillar (0.97%), are the actions of the Dow Jones that go up the most in the opening of the American Stock Exchange. On the side of the falls: Nvidia (-1.14%), Amazon (-1.03%) and Walmart (-0.77%) record the greatest decreases.
Meanwhile, stock market brightness coexists with monetary uncertainty. The Federal Reserve maintains an internal pulse on whether it is time to continue down typeswith voices that ask for caution and others that claim more aggressiveness, in a context where White House policy adds a risk nuance. This mixture of technological euphoria and monetary debate converts Wall Street into a vibrant scenario, but also in a field where tensions could emerge at any time.
In this sense, today investors await attentive Comments from the president of the Federal Reserve, Jerome Powell, about the economy, that could be crucial to shape the expectations about interest rates at a time when operators are weighing contradictory signals of the Fed.
Business news
On today’s business agenda highlights the publication after the closure of Wall Street of the results of Micron Technology, corresponding to its fourth fiscal quarter (4T2025). It should be noted that this company is one of the most benefited in its recent stock market behavior of many investors for everything related to AI. That is why, both the figures that make known and, above all, what their managers say about how they see the demand for their products evolving in the future, will be analyzed in depth by investors, having all this, even, even the ability to “move” the markets.
Nvidia’s shares fall 0.6%, one day after the technological giant rose almost 4% yesterday after an agreement of 100,000 million dollars with OpenAI. Monday’s climb marked the third consecutive day of uploads for action.
Boeing Co has secured a request from Uzbekistan Airways worth more than 8,000 million dollars, while conversations continued for a Chinese order.
Firefly Aerospace registered broader losses and income lower than expected in its second quarter. The company reported a loss of $ 80.3 million for the quarter, compared to a loss of $ 58.7 million in the same period of the previous year. Firefly’s revenues for the period fell to $ 15.5 million, compared to the $ 21.1 million from the previous year, while the analysts surveyed by Factset waited $ 16.8 million.
Autozone does not reach benefit forecasts in the fourth quarter. The company registered a adjusted benefit of $ 48.71 for the 16 -week period ended on August 30, 2025, below the consensus of analysts of $ 50.93. The income reached 6,240 million dollars, in line with the expectations of the analysts. Excluding the impact of the additional week in the quarter of the previous year, sales increased 6.9% year -on -year. Total comparable sales of the company increased 5.1% in constant currency, with an increase of 4.8% in national comparable sales.
The actions of Kenvue, manufacturer of Tylenol, recover in the stock market today, after the historical minimum recorded in the previous session, after US President Donald Trump link the popular analgesic Tylenol with autism. On Monday, Trump related autism both to the use of children’s vaccines and with the intake of Tylenol-generically known as Paracetamol-by pregnant women, leading to the forefront statements that do not have scientific support in the debate on the health policy of the United States.
The ACM Research semiconductor equipment company prepares to join the small capitalization index S&P 600.
Other markets
Petroleum futures are decided by green, despite increasing concern for excess supply after the preliminary agreement reached between Iraq and Kurdish regional governments to resume a pipeline. The crude Brent rises 1.07% to $ 67.28 a barrel, while American crude West Texas Intermediate advance 1.35% to $ 63.12 a barrel.
He Gold rises more than 1%, up to new maximums at 3,787.51 dollars.
In the currency market, the euro dollar yields a slight 0.03% leaving the exchange rate in 1,1799 green tickets for each community currency. Meanwhile, Bitcoin moves at $ 112,932.
Finally, in the fixed income field, the 10 -year American Bonus Profitability drops to 4,134%.
In the agenda macro Today, the preliminary readings of September of its advanced sectoral activity rates, the manufacturing and service PMISs. Also today is the United States Red Book Index. The attention will also focus today on the speech of the president of the FED, Jerome Powell, on Rhode Island, in search of clues about the future monetary policy.