US Stocks Rebound Ahead of Fed Meeting as S&P 500 and Dow Snap Four-Day Losing Streak
Yahoo Finance ·
Wall Street finished Friday's session higher, breaking a four-day slide as crude prices stabilized and consumer inflation data matched expectations, shifting market attention toward the upcoming Federal Reserve policy meeting. The S&P 500 gained 0.9%, the Nasdaq 100 advanced 0.9%, and the Dow Jones Industrial Average climbed 1%. Meanwhile, the Russell 2000 index of small-cap companies added about 0.5%. Despite Friday's relief rally, all three major benchmarks finished the week in negative territory due to persistent rate hike anxieties. According to the CME FedWatch tool, the likelihood of a 25-basis-point interest rate increase at the central bank's meeting next week stood near 90%. In corporate developments, Microsoft Corp. announced intentions to more than triple its data center footprint to combat computing constraints. Other companies drawing significant market focus included Dell Technologies, Hewlett Packard Enterprise, Estée Lauder, and Walmart amid ongoing legal and operational developments.
AI 시장 분석
The U.S. stock market rebounded from a four-day losing streak, with the S&P 500 up 0.9%, the Nasdaq 100 up 0.9%, and the Dow Jones up 1%. As the August Consumer Price Index met expectations and oil prices stabilized, investor sentiment improved ahead of the Federal Reserve's interest rate decision. Investors are preparing for market volatility, keeping a close eye on the possibility of a rate hike at the upcoming FOMC meeting and signs of slowing inflation.
상승 영향
- AI — Microsoft's plan to triple data center capacity and the strength of semiconductor-related stocks have caused a surge in demand for artificial intelligence and cloud infrastructure, raising expectations for revenue growth among related companies.
- Semiconductors — SMH and SOXX ETFs rose 1.4% and 2% respectively, driving gains in AMD and Intel, with direct benefits expected from the expansion of AI infrastructure investments.
하락 영향
- Bonds — The 2-year Treasury yield exceeded 4.6%, reaching its highest level since July 2024, adding downward pressure on bond prices due to concerns over monetary tightening.
DYAX 전담 분석
This rebound in the U.S. stock market is the result of inflation indicators meeting expectations and crude oil prices stabilizing, which partially alleviated uncertainty ahead of the Fed's rate decision. Particularly driven by Microsoft's plan to triple its data center capacity and Oracle's strong earnings, tech and infrastructure-related stocks led the gains.
With the probability of a future Fed rate hike approaching 90%, the bull scenario suggests that stabilized inflation could mitigate risks and sustain a rally in growth stocks. Conversely, in the bear scenario, concerns over monetary tightening could stimulate bond yields and exert downward pressure on the stock market, requiring close attention to Treasury yields and the Fed's final statement.
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