01 Stock Market
The U.S. major indexes closed as follows: Dow Jones up 0.93% at 51828.62; S&P 500 up 0.51% at 7743.41; NASDAQ up 0.48% at 27068.72. The close reflected broad support for large-cap technology and a steadier tone in cyclicals, with the Dow leading the advance in point terms. Risk appetite held up even as rates remained elevated, suggesting investors were still rotating toward companies with visible earnings and AI-linked catalysts.
Unusual-move stocks were led by a sharp jump in ZW Data Action Tech, which rose 35.04% to $1.85, while Zk International Group surged 30.56% to $2.35 and Infobird climbed 18.58% to $1.34. Other notable gainers included Fangdd Network Group up 8.51% at $0.65, Shengfeng Development up 7.09% at $9.37, China Natural Resources up 6.81% at $4.08, and China Yuchai up 5.87% at $33.03. On the downside, EZGO Technologies fell 16.51% to $0.91, MMTec declined 10.91% to $5.31, and CBAK Energy Technology dropped 8.76% to $1.25. Among large-cap movers, Microsoft rose 3.66% to $516.17, while Meta Platforms declined 3.33% to $751.66.
Chip and AI-related names also stayed active, with Super Micro Computer up 4.22% at $43.26, Broadcom up 0.70% at $352.81, Marvell Technology up 1.15% at $261.94, and Apple up 1.53% at $341.07. NVIDIA edged up 0.22% to $225.07, Advanced Micro Devices rose 0.22% to $630.63, and Micron Technology increased 0.16% to $1082.28. The broader pattern suggests investors were still rewarding AI infrastructure, memory, and cloud-linked exposure while being selective on valuation. Data fetching in progress; please check back shortly for detailed stock movers if you want a wider unusual-move list.
02 Other Markets
U.S. 10-year Treasury yield rose by 0.37%, latest at 5.18.
USD/CNH rose 0.0385%, at 6.76; USD/HKD rose 0.0204%, at 7.84.
U.S. Dollar Index fell 0.2370%, at 101.02.
WTI crude futures fell 2.29%, at 92.44 USD/bbl; COMEX gold futures rose 0.52%, at 4320.50 USD/oz.
03 Top News
1. Microsoft launched new Copilot features to expand AI monetization. The company introduced Office in Copilot, letting users generate Word, Excel, or PowerPoint files inside the app. It also added Autopilot, an AI agent designed to handle recurring work, which could improve enterprise adoption and support future subscription revenue.
2. Microsoft’s stock surged after investors embraced its AI growth narrative. The shares climbed to their highest close of the year as the market rewarded the company’s positioning in AI software and cloud services. Recent earnings momentum and the new product push strengthened confidence that Microsoft can convert AI activity into durable revenue.
3. Meta strengthened Muse safety warnings after a security flaw was discovered. The company is adding a clearer warning inside the AI agent after a researcher found a vulnerability that could expose sensitive personal information. The move highlights ongoing product-risk management as Meta pushes Muse deeper into consumer use.
4. Meta expanded Muse access plans after the chatbot’s early popularity. The company said users may later interact with Muse by voice and through new devices, including smart glasses and a handheld product. The rollout follows strong download momentum and reflects Meta’s effort to turn a viral AI feature into a broader platform.
5. A U.S. appeals court upheld the Pentagon’s security-risk designation of Anthropic. The court sided with the Defense Department in a dispute over the company’s AI tools and national-security concerns. The ruling increases regulatory pressure on Anthropic and could complicate parts of its government-facing business.
6. Tesla’s EU supervised self-driving vote was delayed. European regulators pushed back the bloc-wide decision on Tesla’s Full Self-Driving system, with the next real window possibly coming later. The delay prolongs uncertainty around a potential expansion for Tesla’s driver-assistance software in Europe.
7. Tesla increased Optimus robot production in recent months. The company reportedly ramped output roughly tenfold and is targeting a production line capable of making more than 1,000 robots per week. The development underscores Tesla’s push to broaden its story beyond vehicles into humanoid robotics.
8. Microsoft launched a revamped Copilot “super app” to compete in enterprise AI. The update brings coding tools and deeper Office integration directly into the assistant. Microsoft is also shifting pricing toward usage-based charges for more advanced agentic functions, which may help lift monetization.
9. Costco reported strong earnings but faced slower membership growth. The retailer’s sales and earnings remained solid, yet analysts pointed to decelerating membership gains. The slowdown raises questions about valuation support even as the business continues to deliver steady cash generation.
10. Bond yields and oil prices moved sharply as market participants tracked geopolitical headlines. The 10-year Treasury yield eased from its intraday highs while crude futures fell on hopes for reduced Middle East tension. That shift helped stabilize stocks and supported a modestly better tone into the close.
Sources: Reuters, Dow Jones, Tiger Newspress, public market data
Disclaimer: This content is for reference only and does not constitute investment advice.
