Vea también
23.09.2025 11:36 AM
US stock markets closed at record levels on Monday for the third straight session, fueled by a powerful surge in technology shares.
Nvidia's stock jumped nearly 4 percent after the company announced plans to invest up to 100 billion dollars in OpenAI. The chipmaker also confirmed it will supply processors for data centers, reinforcing investor confidence in the long-term growth of artificial intelligence.
Apple gained 4.3 percent after Wedbush raised its price target, citing strong demand for the upcoming iPhone 17. Tesla shares also advanced by 1.9 percent. The tech sector as a whole led the S&P 500 higher, pushing the index up 1.7 percent.
Beyond the market rally, traders paid close attention to signals from the Federal Reserve. Last week, the Fed cut interest rates for the first time since December and suggested further reductions may follow. But not all officials are convinced.
St. Louis Fed President Alberto Musalem and Atlanta Fed President Raphael Bostic both noted that while the recent quarter-point cut helped mitigate risks of rising unemployment, the fight against inflation remains the central bank's top priority.
The S&P 500 index has climbed 13.8 percent since the start of the year and gained 3.6 percent in September, a month that historically tends to weigh on equities.
The Dow Jones Industrial Average edged up by 66 points, or 0.14 percent, to close at 46,381.54. The S&P 500 rose by 29 points, or 0.44 percent, finishing at 6,693.75. Meanwhile, the Nasdaq Composite advanced 157 points, or 0.70 percent, ending the session at 22,788.98.
Shares of Kenvue, the maker of Tylenol, tumbled 7.5 percent during trading as investors awaited comments from Donald Trump about a potential link between the pain reliever and autism. After markets closed, Trump announced that the FDA would recommend doctors avoid prescribing acetaminophen to pregnant women. Following his remarks, Kenvue stock rebounded sharply, rising 4.7 percent.
This week's key economic release will be the US Personal Consumption Expenditures Price Index, a closely watched gauge of inflation.
On Tuesday, most Asian stock markets pulled back after recent gains. Optimism surrounding artificial intelligence continued to funnel money into technology shares, while bets on further Federal Reserve rate cuts supported the rise in gold prices.
US equities marched higher once again after Nvidia revealed plans to invest up to 100 billion dollars in OpenAI. The company also confirmed that the first chips for data centers will be delivered in the second half of 2026.
Gold surged to a record 3759 dollars per ounce, marking an increase of nearly 9 percent for September alone.
The technology rally boosted semiconductor shares across Asia. South Korea's Kospi index added 0.5 percent, bringing its monthly gain to over 9 percent. Japan's Nikkei was closed for a holiday, but since early September it has risen 6.5 percent. Taiwan's benchmark index also climbed, advancing nearly 7 percent.
China's blue-chip shares fell 0.8 percent as liquidity-driven gains faded. As a result, the MSCI index for Asia-Pacific stocks outside Japan held steady, though it remains 5.5 percent higher than a month ago.
European markets lagged behind the global enthusiasm. Futures for the EUROSTOXX 50 and FTSE both edged up 0.1 percent, while DAX futures gained 0.2 percent. In the US, S&P 500 and Nasdaq futures were little changed after both indexes notched fresh highs the previous day.
Global stock markets remained supported by expectations of further interest rate reductions in the United States. Following last week's policy easing, traders are increasingly confident that the Federal Reserve will move ahead with additional cuts.
Futures are now assigning roughly a 90 percent chance of a quarter-point rate cut in October and a 75 percent probability of another move in December. Investor sentiment appears more dovish than the mixed signals coming from Fed officials themselves.
On Monday, the Fed's newly appointed governor, Stephen Miran, backed by President Donald Trump, called for an aggressive reduction in rates. Yet three of his colleagues argued that inflation concerns demand a more measured approach. Fed Chair Jerome Powell is expected to deliver his outlook later on Tuesday, offering further clarity on monetary policy.
Markets are also weighing the possibility of a US government shutdown as the September 30 funding deadline approaches.
In currency trading, the dollar eased after three sessions of gains. The euro steadied at 1.1803 dollars, rebounding from Monday's low of 1.1726. Against the yen, the dollar slipped to 147.77 after briefly touching 148. The Swedish krona held at 9.3497 per dollar while investors awaited the central bank's rate decision, with futures pricing roughly a one-in-three chance of a cut.
Crude prices retreated as concerns about oversupply outweighed geopolitical tensions in Russia and the Middle East. Brent crude slipped 0.5 percent to 66.24 dollars a barrel, while US crude dropped by the same margin to 61.98 dollars.
