How the Fed rate decision and Nvidia are pressuring the stock market

Fed Governor Bowman says December interest rate cut should be the last

Federal Reserve Governor Michelle Bowman said Thursday she supported the recent interest rate cuts but doesn’t see the need to go any further.

NBC News - Jan. 9

Fed Governor Bowman says December interest rate cut should be the last

Bowman said Thursday she supported the recent interest rate cuts but doesn't see the need to go any further.

CNBC - Jan. 9

Why two Fed officials doubt the need for many more rate cuts

One official warned that “progress on inflation could continue to stall.”

MarketWatch - Jan. 9

Quantum-computing stocks sink as Nvidia CEO delivers a reality check

Shares of Rigetti Computing, Quantum Computing, IonQ and D-Wave fell sharply after Nvidia’s Jensen Huang said that “very simple quantum computers” could be 20 years away.

MarketWatch - Jan. 8

Fed officials saw need for ‘careful approach’ to future rate cuts

Minutes from December meeting show policymakers are concerned about US inflation risks

Financial Times - Jan. 8

Rate-Cut Decision Was Narrow, Fed Minutes Show

Stubborn inflation, and potential tariffs, make future rate cuts uncertain.

The New York Times - Jan. 8

We're buying more of a newer stock that is wisely pushing into a fast-growing market

We first added the company to our portfolio in October.

CNBC - Jan. 8

Nvidia’s stock falls further — but analysts see a future that’s brighter than ever

Nvidia’s talk of huge market opportunities in autonomous driving and robotics is “potentially comforting for investors thinking about what might come next for the company,” an analyst says.

MarketWatch - Jan. 8

Fed Minutes May Show Why More Rate Cuts Will Face Hurdles

After a quarter-point cut in December, Chairman Jerome Powell said policymakers may be more cautious, since the incoming administration will create more uncertainty.

Inc. - Jan. 8

Fed’s Waller backs more rate cuts, says he doesn’t think proposed Trump tariffs will spark inflation

Federal Reserve Governor Christopher Waller said Wednesday that he doesn’t think that proposed import tariffs from the incoming Trump administration will lead to upward pressure on inflation.

MarketWatch - Jan. 8

Tesla and Nvidia dominated the stock market last year. Why more pedestrian names can shine in 2025.

The average S&P 500 stock had a tough go of it in December. But better times could lie ahead in 2025.

MarketWatch - Jan. 8

Dozens of lawmakers beat stock market in 2024: Report

The stock portfolios of more than two dozen lawmakers once again outperformed the market as bans on congressional stock trading stalled, according to a new report from the trading trackers at ...

The Hill - Jan. 7

Nvidia stocks soar after GeForce RTX 50 series debuts at CES

Chipmaker Nvidia shares surge after founder Jensen Huang unveils next generation of AI for gamers at CES 2025.

CBS News - Jan. 7

Is the US stock market in bubble territory?

Valuations might be frothy but don’t seem nutty

Financial Times - Jan. 7

Jim Cramer's top 10 things to watch in the stock market Tuesday

Wall Street was looking at a muted open Tuesday after the S&P 500 and the Nasdaq closed higher for a second straight session

CNBC - Jan. 7

The US stock market has never been more concentrated. Does it matter?

World’s biggest game of Jenga

Financial Times - Jan. 7

U.S. stocks dominated global markets in 2024 — why they likely won’t in 2025

The U.S. stock market remained the envy of the world in 2024, extending its outperformance against international peers and claiming an even bigger slice of the multitrillion-dollar global equity ...

MarketWatch - Jan. 7

Nvidia’s stock rallies as AI chip trade reloads for fresh run higher

Nvidia Corp.’s stock continued its rally Monday, embodying the red-hot momentum in the artificial-intelligence chip trade so far this year.

MarketWatch - Jan. 7

Stocks appear ‘rate sensitive once again’ as bond yields press higher

Rising interest rates in the bond market seems to be weighing on stocks, as investors wait for an upcoming U.S. jobs report and for Wall Street banks to kick off corporate earnings season.

MarketWatch - Jan. 6

Fed official delivers a blunt message to the stock market — which ignores it

Federal Reserve Gov. Lisa Cook gave one of the bluntest warnings an official at the central bank has ever delivered about the stock market.

MarketWatch - Jan. 6

Nvidia, chip stocks pop after Foxconn reports record revenue

Global semiconductor stocks climbed on Monday after Foxconn posted record fourth-quarter revenue, suggesting the AI boom has far more room to run.

CNBC - Jan. 6

Analysts embrace ServiceTitan’s market-share potential in parade of buy ratings

The software maker for blue-collar businesses, which recently went public, draws “buy” or “overweight” ratings from at least six analysts.

MarketWatch - Jan. 6

Fed has hit the pause button for rates, and may only cut once this year, experts say

The Federal Reserve is going to sit on the sidelines and may only cut rates once this year, according to prominent economists attending the American Economic Association meeting in San Francisco ...

MarketWatch - Jan. 6

Stock market manages strong start to 2025. But watch for these potential pitfalls.

Stock-market investors are just two days into the new year but managed to halt the slide that damped the end of a still stellar 2024.

MarketWatch - Jan. 5

Here are the 5 things we're watching in the stock market in the week ahead

Nvidia's Jensen Huang will be at CES, and investors will get a fresh batch of labor market data.

CNBC - Jan. 5

How to handle a stock market downturn — without breaking down

Are you an optimist or a pessimist? Try this experiment.

MarketWatch - Jan. 4

Forget Santa: Stock-market bulls look to ‘January barometer’ for clues on 2025

Santa Claus was a no-show on Wall Street, but stock-market bulls may be able to take their lump of coal in stride if January gets the year off to a positive start.

MarketWatch - Jan. 4

Stocks will struggle under Trump if this rate keeps going higher

U.S. debt concerns and higher Treasury yields may be stumbling blocks for stocks in 2025.

MarketWatch - Jan. 4

Netflix’s stock is still a sell and looks ‘overvalued in a momentum market’

Netflix Inc.’s stock was flat Friday after Benchmark analysts reiterated their sell rating on the stock even as they raised their price target by 30%, arguing that it’s looking overvalued in a ...

MarketWatch - Jan. 3

A Stock Market Boom Could Arrive in 2025, According to History

The S&P 500 has turned negative only twice after an annual return of 20 percent or more.

Inc. - Jan. 3

The stock market has entered the danger zone. How one strategist recommends piloting around it.

The next few weeks are likely to be volatile, prompting more risk asset weakness

MarketWatch - Jan. 3

Jim Cramer's top 10 things to watch in the stock market Friday

Shipments from Tesla's Shanghai factory posted their first annual decline. A study on GLP-1 user behavior also caught my eye.

CNBC - Jan. 3

Britons have ‘lowest appetite’ for stock market investing in the G7

UK savers trail US and several European nations

Financial Times - Jan. 3

Chinese stock market slump deepens with bond yields hitting record lows as PBOC reportedly signals rate cuts

Economic data on tap appeared thin on Friday, while investors in Asia continue to assess China's monetary easing policy, political chaos in South Korea.

CNBC - Jan. 3

Why the U.S. economy is still strong despite the Fed’s 2022-’23 rate hikes

Something surprising happened on the way toward the highest U.S. interest rates in more than a dozen years: Neither consumers nor businesses buckled under the weight of higher borrowing costs from ...

MarketWatch - Jan. 3

Nvidia’s Market Value Got a $2 Trillion Boost in the AI rally of 2024

The AI chipmaker recorded the largest market cap increase of any publicly listed company in 2024, nearly tripling in value to $3.28 trillion by the end of the year.

Inc. - Jan. 2