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The S&P 500 clinched its first all-time high of 2025, closing up 0.5% on Thursday. The Dow Jones also surged, gaining nearly 0.9%, while the Nasdaq eked out a small gain despite weakness in tech stocks like Nvidia. What’s driving this momentum?
Key Highlights
Trump’s Davos Speech: President Trump called for immediate interest rate cuts, urged OPEC to lower oil prices, and warned businesses about new tariffs. These bold comments boosted industrial stocks but left markets grappling with potential inflation risks.
Tech Struggles: Nvidia and other chip stocks struggled after SK Hynix flagged uncertain demand for semiconductors.
Economic Data: Jobless claims rose slightly to 223,000, keeping the labor market stable but highlighting ongoing challenges for the Fed.
Oil Prices: Crude prices fell about 1% following Trump’s remarks, adding another layer of uncertainty to energy markets.
The Big Picture
While the S&P 500’s record high signals investor optimism, Trump’s aggressive rhetoric on trade, interest rates, and oil prices could create volatility in the weeks ahead. For now, the market seems bullish—but with so many moving parts, it’s a good time to stay informed and cautious.
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