Stock Market Updates

Tech Selloff Deepens as Markets Await Three Central Bank Decisions Wall Street's main indexes closed lower on Wednesday, with the S&P 500 and Nasdaq falling to three-week lows as AI valuation concerns pressured technology stocks. The S&P 500 dropped 1.2%, and the Nasdaq declined 1.8%, marking four consecutive sessions of tech-led losses. Oracle plunged 5.4% on data centre concerns, whi...

Opening Bell - Morning Commentary US Markets Mixed as Oil Plunge - Tech Rallies While Energy Tumbles The S&P 500 and *Dow Jones fell on Tuesday as economic concerns pressured cyclical sectors outside technology. Oil prices plunged, with WTI crude falling to $55.61 and Brent to around $60 per barrel—the lowest since early 2021. Optimism over a potential Russia-Ukraine peace deal, expectations o...

Opening Bell - Morning Commentary AI Trade Fatigue Weighs on US Indices, Nifty Shows Resilience Despite Global Headwinds. US indices closed modestly lower on Monday, pressured by large-cap tech and AI-linked stocks. The weakness followed renewed declines in Broadcom and other AI beneficiaries as investor fatigue mounted around the "AI trade." Stocks opened higher but quickly reversed cou...

Opening Bell - Morning Commentary Dow Hits Record Highs While AI Doubts and Surging Jobless Claims Drag Technology Lower. Nifty eyes a close above 26000, focus to shift to mid and small stocks. Markets diverged as the S&P 500 and Dow hit record closes following a less hawkish-than-expected Federal Reserve policy update, while the Nasdaq declined amid Oracle's disappointing results. The Dow...

Opening Bell - Morning Commentary Major stock indexes jumped, and U.S. Treasury yields declined as the Fed delivered the expected rate cut. The Fed lowered the target range for the federal funds rate by 25 basis points to 3.50–3.75 per cent. While a majority of Fed officials voted for the quarter-point cut, three dissented—the first dissenting votes since September 2019. Wall Street surged followi...

Opening Bell - Morning Commentary Pre-Fed Jitters Drive Global Market Decline, Indian Markets Tumble as Rupee breaches past 90 Wall Street's main indexes fell on Monday, with most S&P 500 sectors declining and Treasury yields rising as investors awaited Wednesday's Federal Reserve policy decision. Traders are pricing in 89% probability of a 25-basis-point rate cut. While the cut is wid...

Opening Bell - Morning Commentary US Equities Advance on Softer Inflation, Fed Cut Expectations. Indian Equities Hold Steady Following RBI Rate Cut American equities posted modest, broad-based gains last week, supported by softer inflation data and resilient macroeconomic indicators that sustained expectations of Federal Reserve rate cuts. Investors positioned cautiously ahead of the upcoming FOMC...

U.S. Stocks Finish Choppy Trading Day Little Changed, All eyes are on the RBI's MPC decision. Wall Street's major indices closed nearly flat on Thursday as a surprisingly strong labour market report raised doubts about the pace of future Fed rate cuts. The dollar and Treasury yields rose on the data. Amazon.com's 1.4% decline weighed on the S&P 500, limiting gains despite investor...

Opening Bell - Morning Commentary U.S. Stocks Buoyed by Rally in Bitcoin U.S. stocks advanced on Tuesday, with the S&P 500 rising 0.2%, the Dow Jones gaining 0.4%, and the Nasdaq climbing 0.6%. Technology stocks, led by companies like Apple, Nvidia, and Microsoft, were among the main drivers of the gains, while major corporate stalwarts such as Boeing and Intel also contributed to the S&P...

Opening Bell - Morning Commentary Global Markets Retreat on Rate Uncertainty and Carry Trade Concerns, Indian Markets Cautious Ahead of MPC US stocks weakened on Monday as investors rotated out of risk assets, with US indices and the FTSE 100 closed lower despite historically supportive seasonality for December. U.S. stocks were weighed down by a jump in Treasury yields and by economic data showin...

Opening Bell - Morning Commentary Markets Rally Near Record Highs Amid Rate-Cut Optimism US equity markets rallied strongly during the Thanksgiving-shortened week, with all major indices posting solid gains as risk appetite improved. Dovish remarks from several Federal Reserve officials, coupled with softer-than-expected economic data, reinforced growing expectations of a rate cut in December. Ind...

Opening Bell - Morning Commentary European Markets Steady on US Thanksgiving Holiday; India's Q2 GDP Growth in Focus European stocks edged slightly higher on Thursday while the dollar held steady, as investor confidence in a December Federal Reserve rate cut supported market sentiment and helped bitcoin stabilise above recent lows. The holiday-shortened week led to muted trading activity acros...

Opening Bell - Morning Commentary AI Stocks and Rate Cut Bets Power Wall Street's Pre-Holiday Momentum Wall Street extended its rally on Wednesday as revived tech strength and the increasing probability of a December interest rate cut from the U.S. Federal Reserve put investors in a buying mood the day before the Thanksgiving holiday. All three major U.S. stock indexes notched their fourth con...

Opening Bell - Morning Commentary Rate Cut Optimism Lifts U.S. Markets as Retail Stocks Shine American stocks rose substantially on Tuesday, with the Nasdaq recovering from an early decline to join the Dow and S&P 500 in positive territory. Alphabet surged nearly 3% on reports that Meta may adopt its AI chips, boosting sentiment around its Gemini platform. Nvidia and AMD fell 3% and 4% respect...

Opening Bell - Morning Commentary Indian Markets Eye Recovery as Global Sentiment Stabilises Friday brought welcome relief to major US indices, fuelled by renewed speculation that the Federal Reserve may cut rates in December after dovish remarks from policymakers. Technology and communication services lagged amid profit-taking that hit AI and cloud leaders, despite strong earnings from Nvidia and...

Opening Bell - Morning Commentary Tech Retreat Deepens Amid AI Bubble Concerns, Nvidia Results Awaited Wall Street stocks closed sharply lower on Tuesday as technology shares retreated amid concerns about AI valuations, and bitcoin briefly dipped below $90,000, signalling reduced risk appetite. All three major U.S. stock indexes ended deep in negative territory, while crude, bitcoin, and gold adva...

Opening Bell - Morning Commentary Tech Selloff Deepens as Nvidia Results Loom US stocks closed sharply lower on Monday, with the S&P 500 and Nasdaq falling below key technical levels for the first time since late April. The selloff intensified throughout the session, dragging major indices to one-month lows as valuation concerns resurfaced ahead of Nvidia's earnings. The world's larges...

Opening Bell - Morning Commentary Nvidia Earnings Take Centre Stage this week, PSU Buying and Political Clarity Support Indian Markets. The Nasdaq and the S&P 500 climbed well off their lows and into positive territory before eventually ending the day roughly flat. Recent comments from Federal Reserve officials, as well as indications that key U.S. economic data may never be released due to th...

Opening Bell - Morning Commentary Wall Street Sells Off Sharply Amid Fed Rate Cut Uncertainty, Bihar Election results in focus. Wall Street ended sharply lower on Thursday, with steep losses in Nvidia and other AI heavyweights, as investors scaled back expectations of interest rate cuts amid inflation worries and divisions among central bankers over the U.S. economy's health. All three major U...

Opening Bell - Morning Commentary Dow Hits Record High The Dow closed above 48,000 for the first time, driven by optimism over the imminent end of the 43-day U.S. government shutdown. Defensive sectors and consumer staples led gains; meanwhile, tech stocks struggled. Progress toward passing a funding bill in Congress helped lift market sentiment, with investors expecting the release of delayed eco...

Opening Bell - Morning Commentary Wall Street Ends Mixed On Tuesday, Hopes of a Trade Deal with the US buoy Indian markets. The Dow extended its strong upward move and the S&P 500 recovered from early weakness. The tech-heavy NASDAQ has slipped back to the downside. The Dow surged more than 500 points, setting a new all-time closing high. Optimism grew as the Senate passed a bill to end the 42...

Opening Bell - Morning Commentary US Tech Wobbles, while Indian Markets Eye Recovery The US stock market showed mixed performance marked by cautious optimism tempered with volatility, especially in technology stocks. The S&P 500 index was flat for the last week, reflecting a slight retreat from October's 2.3% gain. The Dow Jones Industrial Average also saw slight gains early in the week bu...

Opening Bell - Morning Commentary Wall Street tumbled on Job cuts and concerns about Overvaluation. The American markets (S&P 500 (-1.12%) and NASDAQ 100 (-1.91%)) tumbled on Thursday as Big Tech and AI stocks faced profit-taking amid mounting concerns about overvaluation. Nvidia, AMD, Palantir, and Tesla led declines, pressured by weak investor sentiment following alarming October layoff data...

Opening Bell - Morning Commentary US Markets Rebound on Strong Data as AI Concerns Ease U.S. markets rebounded on Wednesday from Tuesday's steepest single-day decline in nearly a month. Surging semiconductor stocks and robust jobs and services data restored investor confidence after sharp losses triggered by concerns over AI sector valuations. Chipmakers led the recovery, with Seagate surging 11%,...

Opening Bell - Morning Commentary AI Optimism Lifts Nasdaq; Action Shifts to Smaller Stocks in Indian Markets. Major U.S. stock indexes posted mixed performance on Monday. The Nasdaq and S&P 500 advanced, while the Dow declined. The tech-heavy Nasdaq's gain was driven primarily by Amazon, which surged 6% to a record high following a $38 billion agreement with OpenAI. Under the deal, Amazon...