Today At A Glance:

Wall Street logged fresh record highs across the Dow, S&P 500, Nasdaq, and Russell 2000, led by a powerful rally in big tech. Intel posted its best day since 1987 after Nvidia said it will invest $5B and partner with Intel on data-center and PC products—sparking a broad surge in semiconductors. Chip peers climbed (e.g., Applied Materials, Lam Research, Micron), while AMD lagged. Weekly jobless claims fell, nudging Treasury yields higher even as stocks extended their post-Fed cut rebound. Smaller caps ripped, with the Russell 2000 +2.5% to a new high as risk appetite broadened.

Today’s Index Performance:

• Dow Jones Industrial Average (^DJI) — The Dow opened today at 46,056.55 and closed today at 46,142.42, with the percentage change of +0.27%.
• S&P 500 (^GSPC) — The S&P 500 opened today at 6,626.10 and closed today at 6,631.96, with the percentage change of +0.50%.
• Nasdaq Composite — The Nasdaq opened today at 22,439.11 and closed today at 22,470.73, with the percentage change of +0.94%.

Gainers Of Note:

• Intel (NASDAQ: INTC) – Chipmaker; soared ~23% (best day since 1987) after Nvidia announced a $5B investment and a partnership to co-develop data-center and PC solutions.
• CrowdStrike (NASDAQ: CRWD) – Cybersecurity; jumped ~10–13% on upbeat brokerage commentary and momentum in AI-driven security demand.
• Synopsys (NASDAQ: SNPS) – Electronic-design automation; rallied ~13% as chip-design names surged alongside the semiconductor complex.

Losers Of Note:

• FactSet Research Systems (NYSE: FDS) – Financial data & analytics; fell ~10% after an earnings miss and a softer profit outlook for the year ahead.
• Darden Restaurants (NYSE: DRI) – Casual dining; slid ~8% on disappointing results/outlook that pressured the group.
• Nucor (NYSE: NUE) – Steelmaker; declined after forecasting weaker third-quarter profit.

Active Traders Of Note:

• Nvidia (NASDAQ: NVDA) – AI/GPU bellwether; heavy volume, +~2–3% as the Intel tie-up headlines buoyed the broader chip trade.
• Applied Materials (NASDAQ: AMAT) – Chip equipment; active and +~6.5% amid broad semiconductor strength.
• Tesla (NASDAQ: TSLA) – EV & AI platform; brisk turnover, −~2% as investors rotated within megacap growth after tech’s surge.

Looking Forward:

With the Fed having delivered a 25 bps cut and signaling scope for additional easing, markets will parse incoming labor and inflation data to gauge the pace of follow-on cuts into year-end. AI capex and partnership headlines (like today’s Intel–Nvidia news) could keep semiconductors in the driver’s seat, though higher yields may intermittently test rich multiples. Watch for breadth: small-cap leadership today hints at rotation potential if rate-sensitive pockets continue to benefit from an easier policy path.

Note: The stock performance summaries are based on general trends observed over the past ten trading days and are not indicative of future results.

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