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US stock market today: U.S. stocks rose on Tuesday as investors weighed geopolitical risks, energy price swings and strong momentum in the technology sector, where the S&P 500 climbed more than 1% while the Nasdaq rose 1.8%, helped by semiconductor, AI and mega-cap technology stocks.
Markets remained resilient despite escalating tensions between the US and Iran, and reports of an expansion of US military deployment in the region to over 10,000 troops and multiple warships, as well as easing oil prices after an early rise, helped lift stocks, while safe-haven assets such as gold fell and Bitcoin gained momentum. Corporate developments also supported the rally, including Oracle’s expansion of its AI infrastructure and Amazon’s $11.57 billion Globalstar acquisition.
Snapshot from the US market
| index | Price | Change | % Change |
|---|---|---|---|
| Nasdaq | 23,602.69 | +418.96 | +1.81% |
| S&P 500 | 6,962.12 | +75.88 | +1.10% |
| NYSE | 23,010.62 | +69.64 | +0.30% |
| Dow Jones | +265 points | +0.6% | Positive |
Technology stocks led the gains, while energy stocks lagged due to oil price volatility.
S&P 500
The S&P 500 rose 1.1%, recouping losses caused by earlier geopolitical concerns.
Top contributors included:
- Micron Technology +6.16%
- Oracle +5.40%
- Metaplatforms +4.33%
- Amazon +4.22%
- Tesla +3.68%
The broad-based rally reflected investor confidence in AI-driven growth sectors and improving risk sentiment.
What’s happening in the US stock market today after Trump’s Iran speech?
After President Trump’s comments on tensions in Iran and a possible military escalation, markets initially became cautious. However, sentiment improved after investors focused on the possibility of renewed diplomatic negotiations, with investors appearing to look beyond short-term geopolitical risks and bet that tensions could stabilize and economic growth would remain intact.
US dollar and Treasury yields are rising as demand for safe havens increases
The US dollar strengthened as investors sought safety amid geopolitical uncertainty as Treasury yields also rose, reflecting inflation concerns linked to energy prices. However, risk appetite returned later in the session as oil prices cooled and technology stocks gained strength.
Morgan Stanley’s Mike Wilson suggests the S&P 500 bottom is forming as Iran risks peak
Mike Wilson, a strategist at Morgan Stanley, suggested that markets may have already bottomed out due to tensions in Iran.
He pointed out:
- Rotation into cyclical sectors
- Improving market breadth
- Recovery in investor sentiment
Wilson also highlighted that consumer confidence may be near its bottom, indicating possible improvement over the next six months.
Oil rises above $102 on US-Iran tensions and Hormuz blockade
Oil prices rose above $102 a barrel after fears grew over supply disruptions in the Strait of Hormuz. The region accounts for nearly 20% of global oil shipments, making it crucial to global markets. US military operations further fueled concerns and led to volatility in energy markets.
Oracle shares rise 4% after AI-driven power deal with Bloom Energy
Oracle shares rose about 4%, extending gains after a 13% rally in the previous session. The company also expanded its partnership with Bloom Energy to power AI data centers, adding to investor optimism about long-term demand for AI infrastructure.
How did oil prices crash today and boost the US stock market?
After rising above $102, oil prices fell as investors expected diplomatic progress between the US and Iran.
Lower oil prices:
- Reduced inflation worries
- Improved growth prospects
- Upgraded tech stocks
This helped push major indexes higher.
Gold and silver prices fall
Precious metals weakened as investors increased their focus on stocks.
- Gold fell following the stock rally
- Spot silver gained 5% to $79.37 an ounce amid the volatility
- Demand for safe havens waned
Bitcoin and crypto stocks are skyrocketing
Bitcoin and crypto stocks rose as investors switched back to risk assets. Bitcoin was trading at around $70,000 while approxCrypto mining stocks rose and digital assets gained momentum
Globalstar shares rise 10% after Amazon deal
Globalstar rose 10% after Amazon announced a $11.57 billion acquisition aimed at expanding satellite internet services. The deal increases competition with Starlink and signals growing investment in space-based communications.
What investors should watch next in the US stock market
- Negotiations between the USA and Iran
- Oil price volatility
- Federal Reserve Policy Outlook
- Development of government bond yields
- AI infrastructure spending
- Technology gains
- Movement in the crypto market
- Inflation data
Top Gainers Today – Nasdaq
- Micron Technology – +6.16% (AI Storage Demand Drives Rally)
- Oracle – +5.40% (AI infrastructure deal with Bloom Energy)
- Metaplatforms – +4.33% (strong technology and AI momentum)
- Amazon – +4.22% (Globalstar acquisition and AI growth optimism)
- Tesla – +3.68% (Tech sector rally support)
- Nvidia – Strong growth (continued demand for AI semiconductors)
- Palantir Technologies – Higher (Growing Demand for AI Analytics)
- Microsoft – increases (cloud and AI strength)
- Alphabet (Google) – Moderate growth (buying in the technology sector)
- Broadcom – Positive development (semiconductor rally continues)
Top losers today – S&P 500
- Occidental Petroleum – -4.70% (Oil price volatility depresses energy stocks)
- Wells Fargo – −4.49% (financial sector weakness)
- ConocoPhillips – -3.86% (Crude Oil Price Fluctuations Impact Energy Stocks)
- Intel – −3.82% (rotation in the semiconductor sector)
- Charter Communications – −3.69% (telecom stocks under pressure)
- Chevron – Rejected (Energy Sector Weakness)
- JPMorgan Chase – lower (Treasury yield volatility impacts banks)
- T-Mobile US – −1.39% (telecom sales pressure)
- Costco Wholesale – −0.87% (Consumer Defensive Decline)
- Cisco Systems – -0.55% (taking profits after recent earnings)
FAQs: Stock Market Today Update
1. Why is the S&P 500 up today?
Technology stocks and falling oil prices boosted investor sentiment.
2. Why have oil prices increased?
Tensions between the US and Iran and fears of a supply disruption caused crude oil prices to rise.
3. Why did Oracle stock rise?
The expansion of the AI infrastructure improved the growth prospects.
4. Why have gold prices fallen?
Investors moved from safe havens into stocks.
5. What drove Bitcoin higher?
Improved risk appetite increased crypto demand.
Disclaimer: The information provided in this article is for informational purposes only and does not constitute financial advice. The Sunday Guardian recommends readers consult a certified financial advisor before making any investment or money decisions. The stock market carries significant risks.
