Group 1 - Nvidia shares increased by 3.9% after announcing it will invest up to $100 billion in OpenAI and supply data center chips, boosting optimism about AI prospects [1][9] - Apple shares rose 4.3% following Wedbush's target price increase due to strong demand for the iPhone 17, while Tesla shares climbed 1.9% [1][9] - The S&P 500 technology sector led gains, ending 1.7% higher, contributing to a year-to-date increase of 13.8% and a 3.6% rise for September [1][6] Group 2 - Federal Reserve officials expressed skepticism about the necessity for further rate cuts, despite a recent quarter-point cut aimed at managing unemployment risks [2][3] - St. Louis Fed President Alberto Musalem and Atlanta Fed President Raphael Bostic emphasized that lowering inflation remains a priority, while Fed Governor Stephen Miran noted that monetary policy is "well into restrictive territory" [3][9] Group 3 - The Dow Jones Industrial Average rose by 66.27 points (0.14%) to 46,381.54, the S&P 500 gained 29.39 points (0.44%) to 6,693.75, and the Nasdaq Composite increased by 157.50 points (0.70%) to 22,788.98 [7][10] - Kenvue shares fell 7.5% amid concerns over new FDA guidance linking acetaminophen to autism, but rebounded by 4.7% after the announcement [8][10] - Advancing issues outnumbered decliners on both the NYSE and Nasdaq, with a volume of 18.65 billion shares traded, surpassing the 17.5 billion average over the last 20 trading days [9][10]

Market Overview - U.S. stocks closed higher on Monday, with the Dow Jones Industrial Average up 0.14% to 46,381.54, the S&P 500 increasing by 0.4% to 6,693.75, and the Nasdaq rising 0.7% to 22,788.98 [1] Nvidia Corp. (NVDA) - Nvidia shares rose 3.97% to close at $183.61, reaching an intraday high of $184.55 and a low of $174.71, with a 52-week range of $86.63 to $184.55 [1] - The company announced a significant $100 billion investment to enhance OpenAI's next-gen AI infrastructure, deploying Nvidia-powered systems to support this initiative [1] Kenvue Inc. (KVUE) - Kenvue's stock dropped 7.47% to close at $16.97, with a high of $17.96 and a low of $16.89, and a 52-week range of $16.89 to $25.17 [2] - The stock spiked 4.4% in after-hours trading to $17.72, following news of a potential announcement from the Trump administration regarding health concerns over acetaminophen in Tylenol, which could impact Kenvue's product sales [2] Rivian Automotive Inc. (RIVN) - Rivian's stock surged 5.98% to $15.24, with an intraday high of $15.43 and a low of $14.11, and a 52-week range of $9.50 to $17.14 [3] - The company held a kickoff ceremony for its new Georgia plant, expected to create thousands of jobs and support its global expansion [3] MicroCloud Hologram Inc. (HOLO) - MicroCloud Hologram saw a 6.72% increase, closing at $5.56, with a high of $5.68 and a low of $4.90, and a 52-week range of $4.16 to $375.20 [4] - In after-hours trading, the stock shot up over 22% to $6.80, following the proposal of an innovative solution for controlling quantum photonic states, which could have significant applications in quantum optics [4] Opendoor Technologies Inc. (OPEN) - Opendoor's shares fell 12.43% to $8.38, with a high of $9.45 and a low of $8.32, and a 52-week range of $0.51 to $10.87 [5] - In after-hours trading, the stock fell by 5.7% to $7.90, following a rally sparked by hedge fund manager Eric Jackson's announcement of a position in Better Home & Finance, leading to a shift in investor focus [5] Stock Rankings - Benzinga's Edge Stock Rankings indicate Nvidia stock has a Value in the 4th percentile but Momentum in the 86th percentile [6]

Final trade time. Timothy, did I do something wrong. That's a full name again.Timothy, I feel like Timote only 38 as you know. What do we call apples. Palm dair apples of the earth.It's going higher. That's a potato. But Karen City Bank selling some upside calls the 110.Nice run for city. Yeah, I think Tim and Karen's fizer has been derised. Hey, hi Mel. Hi.The glasses are fire emoji. 10 view by the news. ...

Group 1: US-India Relations and H-1B Visa Changes - The new H-1B visa regulations proposed by the Trump administration are expected to worsen US-India relations, adding more obstacles to trade negotiations [4][5] - The requirement for a $100,000 fee for new H-1B visa applications will primarily impact Indian applicants, as over 70% of current H-1B visa holders are from India [4] - This move threatens India's $280 billion tech services industry and its outsourcing business model, putting thousands of jobs at risk [4] Group 2: Nvidia and OpenAI Investment - Nvidia announced plans to invest $100 billion in OpenAI as part of building data centers [9][10] - OpenAI aims to construct and deploy systems requiring 10 gigawatts of power, which is equivalent to 4 to 5 million GPUs, doubling Nvidia's total shipments from the previous year [10] - Following the announcement, Nvidia's stock rose nearly 4%, increasing its market value by approximately $170 billion, bringing it close to $4.5 trillion [10] Group 3: Facebook's AI Dating Assistant - Meta is set to introduce an AI assistant for Facebook Dating, designed to help users find better matches based on their preferences [12] - The AI will suggest potential matches and assist users in optimizing their profiles [12] - A new feature called "Meet Cute" will recommend a surprise match each week to help users avoid matching fatigue [12] Group 4: Federal Reserve Interest Rate Discussion - Federal Reserve Governor Stephen Milan indicated that current interest rates are too high and emphasized the need for significant cuts to protect the labor market [14] - Milan explained that the neutral interest rate has likely declined due to tariffs, immigration restrictions, and tax policies, necessitating lower rates to prevent economic harm [14] - He warned that maintaining short-term rates at around 2% poses risks of unnecessary layoffs and rising unemployment [14] Group 5: Currency Forecast by Deutsche Bank - Deutsche Bank predicts that the US dollar will continue to weaken and is expected to fall below 140 yen by the end of the year [16][17] - The bank's foreign exchange research head noted that while there have been some positive developments for the dollar, the overall outlook remains bearish [17] - An increase in Japan's inflation response and potential interest rate hikes by the Bank of Japan could support the yen's strength [17]

Kenvue Inc.美股盘后涨超4%。 来源：滚动播报 ...

Core Insights - Nvidia's investment of up to $100 million in OpenAI has boosted optimism in the artificial intelligence sector, contributing to record highs in major U.S. equity indexes [3][7] - Teradyne's shares surged 13% following a price target increase by Susquehanna Financial, driven by strong demand trends and partnerships with Taiwan Semiconductor Manufacturing Company [4][8] - Oracle's shares rose 6.3% after being confirmed as part of a consortium to control TikTok's U.S. operations, alongside leadership changes within the company [5] - Moderna's shares increased by 5.2% after the CDC's vaccine panel updated its recommendations regarding COVID vaccinations [6] - Kenvue's shares dropped 7.5% due to reports linking Tylenol use during pregnancy to autism, despite the company asserting no scientific link [10] - Westinghouse Air Brake Technologies (WAB) shares rose 4.9% following a $4 billion deal to supply locomotives to Kazakhstan's national railway [9] Company-Specific Developments - Nvidia's stock rose 4% as it announced plans to invest significantly in AI, reflecting a broader trend of tech stocks performing well [3] - Teradyne's strong performance is attributed to its role in semiconductor testing and partnerships with major industry players [4] - Oracle's leadership transition to co-CEOs and its involvement with TikTok has positively impacted its stock performance [5] - Moderna's stock gain is linked to the CDC's revised guidance on COVID vaccinations, indicating a potential shift in public health policy [6] - Kenvue's stock decline highlights the impact of regulatory announcements on consumer health companies [10] - WAB's contract for locomotives indicates a positive outlook for the rail equipment sector amid increasing infrastructure investments [9]

The price of Bitcoin (^BTCUSD) on Monday fell more than -2% to a 1.5-week low, driven by long liquidation pressures. According to data from Coinglass, more than 407,000 traders liquidated positions over the past twenty-four hours.Fed comments today were on the hawkish side and negative for stocks. St. Louis Fed President Alberto Musalem said he sees limited room for additional Fed interest rate cuts amid elevated inflation and believes rates are now "between modestly restrictive and neutral." Also, Atlanta ...

Market Overview - U.S. equity markets reached new all-time highs for the third consecutive session, driven by optimism surrounding the Federal Reserve's recent rate cut and potential further monetary easing [1][2][15] - The Dow Jones Industrial Average closed at 46,315.27, up 0.4%, while the S&P 500 reached 6,664.36, up 0.5%, and the Nasdaq Composite finished at 22,631.48, up 0.7% [2] Sector Performance - Technology stocks led the market, with the Technology Select Sector SPDR gaining 1%, while the Energy Select Sector SPDR declined by 1.3% [3] - The CBOE Volatility Index (VIX) decreased by 1.6% to 15.45, indicating a calm trading environment despite record highs [3] Economic Indicators - Upcoming economic data includes the preliminary S&P Global U.S. Manufacturing PMI and Services PMI, as well as the core Personal Consumption Expenditures (PCE) price index, which is expected to show a monthly rise of 0.25% and an annual increase of 3% [5][6] Corporate News - Nvidia's stock surged approximately 4% following a major partnership with OpenAI, planning to invest up to $100 billion in data center infrastructure [7] - Oracle's shares rose 4% after confirmation of receiving TikTok's algorithm for U.S. operations, alongside the announcement of new co-CEOs [8] - Tesla's stock climbed about 2% due to optimism regarding self-driving technology, while Apple shares increased by 3.5% following price-target hikes [9] - Pfizer's stock rose 2.1% after announcing an intent to acquire Metsera for an initial value of $4.9 billion, potentially increasing by nearly 50% upon federal approval of drug candidates [10] - ODP's shares jumped 33.2% following an acquisition agreement valued at approximately $1 billion, while Anywhere Real Estate surged 53.5% after an all-stock acquisition deal [11] Market Sentiment - Overall market sentiment remains bullish, supported by positive corporate news and expectations for continued monetary easing from the Federal Reserve [15]

Market Performance - U.S. equity markets showed strong performance on September 22, 2025, with major indexes extending their record-setting rally despite early profit-taking and government shutdown concerns [1] - The S&P 500 closed at 6,664.36, up 0.5%, marking a new high, while the Nasdaq Composite rose 0.7% to 22,631.48, and the Dow Jones Industrial Average increased by 0.4% to 46,315.27 [2] - Afternoon trading saw the S&P 500 and Nasdaq Composite recover from initial dips, with the S&P 500 up 0.2% and Nasdaq gaining 0.3% [3] Sector Performance - The Technology Select Sector SPDR (XLK) gained 1% on Friday, driven by developments in artificial intelligence, while the Energy Select Sector SPDR (XLE) fell 1.3% [4] - Consumer stocks faced declines, with the Consumer Staples Select Sector SPDR Fund (XLP) dropping 1% and the Consumer Discretionary Select Sector SPDR Fund (XLY) shedding 0.3% [4] - Basic Materials showed strength in mid-session trading, indicating a selective market where growth-oriented sectors like technology outperformed [4] Corporate Earnings and Developments - Micron (MU) is set to report quarterly results, providing insights into semiconductor demand trends [7] - Nvidia (NVDA) shares surged by 3.5% following a strategic partnership with OpenAI, with Nvidia investing up to $100 billion [8][9] - Pfizer (PFE) advanced 2.5% after acquiring Metsera (MTSR) for up to $7.3 billion, while Metsera shares skyrocketed by approximately 60% [13] - Apple (AAPL) and Tesla (TSLA) rose approximately 4% and 2% respectively, following price-target hikes from investment firms [13] - Oracle (ORCL) stock climbed nearly 5% after a leadership reshuffle, with CEO Safra Catz transitioning to an executive vice chair role [13] - AppLovin Corp. (APP) surged 4.5%, contributing to the tech sector's strong performance [13] - Western Digital (WDC) generated a robust 41% return over the last month, significantly outperforming other S&P 500 stocks [13] Upcoming Market Events - Federal Reserve Chair Jerome Powell's speech on September 24 is anticipated to provide guidance on monetary policy following the recent rate cut [5] - The release of the Personal Consumption Expenditures (PCE) index on September 26 will be crucial for assessing inflationary pressures [6] - The U.S. S&P Global Manufacturing and Services PMI Flash for September will be released on September 23, offering insights into the health of the manufacturing and services sectors [6]

Market Performance - Wall Street is experiencing its third consecutive day of gains, with major indices reaching record levels as investor optimism grows regarding corporate earnings and anticipated rate cuts [1] - The S&P 500 increased by 0.4% to 6,690 points, the Nasdaq 100 rose by 0.6% to nearly 24,750, and the Dow gained 0.1% to 46,350 [1][8] - The small-cap Russell 2000 also saw a rise of 0.3% [1] Technology Sector - The technology sector, represented by the Technology Select Sector SPDR Fund (XLK), has surged by 4% over the past three sessions, marking its strongest three-day rally since May [2] - For September, tech stocks have increased by 7.5%, positioning them for their best September performance since 2010 [2] Major Companies - NVIDIA Corp. (NVDA) and Apple Inc. (AAPL) have both risen over 3%, contributing to the combined valuation of the "Magnificent Seven" reaching a record $20.9 trillion [3] - The top 10 most valuable U.S. companies now have a market capitalization of $24.3 trillion, with Nvidia alone valued at $4.44 trillion [3] Precious Metals - Gold prices have increased by 1.5%, surpassing $3,700 per ounce, while silver has gained 2%, approaching the $44 level [3] Cryptocurrency Market - Risk sentiment in the cryptocurrency market is declining, with Bitcoin dropping over 2% to $112,000, and altcoins like Ethereum, Solana, and Cardano experiencing sharper declines [4] S&P 500 Performance - The top five gainers in the S&P 500 include Teradyne Inc. (11.23%), Moderna Inc. (7.30%), Super Micro Computer Inc. (5.47%), Oracle Corp. (5.29%), and Westinghouse Air Brake Technologies Corp. (5.20%) [6] - The sole loser in the S&P 500 is Kenvue Inc., which fell by 5.19% [7]