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Stock market today: Dow, S&P 500, Nasdaq hit records as rate-cut relief, Nvidia's Intel bet lift markets

  • US Stocks Hit Record Highs: The Federal Reserve resumed rate cuts and signaled more to come, pushing major indexes to new records.
  • Index Performance:
    • Nasdaq rose about 0.9%
    • S&P 500 gained 0.5%
    • Dow Jones Industrial Average added 0.3%
    • Small-cap Russell 2000 climbed over 2% to an all-time high
  • Intel Stock Surge: Intel shares jumped 23% after Nvidia announced a $5 billion investment in the struggling chipmaker.
  • Federal Reserve Policy:
    • Cut interest rates by 0.25 percentage point on Wednesday
    • ”Dot plot” indicates two more cuts likely in 2025
    • Powell warned high inflation and weak labor market mean there’s “no risk-free path”
  • US Labor Market Data:
    • Weekly jobless claims dropped after a sharp rise the previous week
    • Hiring has nearly stalled as worker demand and supply slow
  • Corporate Focus:
    • FedEx to report quarterly earnings after the bell
    • Analysts expect profit to be hit by Trump’s removal of the “de minimis” tariff exemption for low-value packages from China and Hong Kong
  • International & Political Developments:
    • Trump on a state visit to the UK, dining with tech and finance leaders at Windsor Castle
    • Investors eye Friday’s call between Trump and Chinese President Xi Jinping
    • Trump said a TikTok deal is nearly finalized and hopes to make progress on broader tariff issues
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