Today At A Glance:

Stocks bounced after Monday’s slip as rate-cut odds stayed high and both bond yields and bitcoin steadied. The Nasdaq led on tech strength while the S&P 500 and Dow also finished higher. Boeing ripped on a bullish 2026 deliveries/cash-flow outlook, providing the Dow’s biggest lift. MongoDB rocketed after blowout results and a raised outlook, epitomizing the “AI-buildout” theme. Crypto-linked shares firmed as bitcoin rebounded above ~$91k into the close.

Today’s Index Performance:

• Dow Jones Industrial Average — The Dow opened today at 47,416.91 and closed today at 47,597.11, with the percentage change of +0.38%.
• S&P 500 — The S&P 500 opened today at 6,830.96 and closed today at 6,851.55, with the percentage change of +0.30%.
• Nasdaq Composite — The Nasdaq opened today at 23,379.75 and closed today at 23,526.23, with the percentage change of +0.63%.

Gainers Of Note:

• MongoDB (NASDAQ: MDB) — Cloud database platform; soared ~20%+ after topping Q3 estimates and lifting full-year guidance, citing strong Atlas demand and AI-related workloads.
• Boeing (NYSE: BA) — Commercial aerospace; jumped ~10% after projecting higher 737/787 deliveries and positive 2026 free cash flow.
• Credo Technology Group (NASDAQ: CRDO) — High-speed connectivity chips; rallied double-digits on upbeat results/outlook as AI data-center build-outs drive demand.

Losers Of Note:

• Signet Jewelers (NYSE: SIG) — Jewelry retail; fell ~7% on a softer holiday outlook and consumer-spending concerns.
• Symbotic (NASDAQ: SYM) — Warehouse automation; slid ~15% as momentum cooled following last week’s post-earnings spike.
• XPeng (NYSE: XPEV) — EV maker; down ~6% after monthly deliveries missed expectations.

Active Traders Of Note:

• Apple (NASDAQ: AAPL) — Mega-cap tech; actively traded as tech led the rebound and investors leaned back into large-cap growth.
• Coinbase (NASDAQ: COIN) — Crypto exchange; brisk volume as bitcoin’s rebound lifted crypto-exposed names.
• Warner Bros. Discovery (NASDAQ: WBD) — Media; active and higher on reports of renewed bid interest, including an offer from Netflix.

Looking Forward:

With a Fed cut next week now heavily priced, the tape may hinge on Friday’s PCE print and any fresh Fed commentary that tweaks the path for 2026. AI-and-cloud beneficiaries (like MDB and CRDO) have the momentum tailwind, but reversals in yields or crypto could quickly sway risk appetite. Expect continued dispersion: single-stock catalysts (guidance changes, M&A chatter) should keep driving outsized moves even if indexes grind.

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