Stock market updates today
The news moving US stocks right now. LemonTrades reads about 20 sources and scores every headline from 0 to 10 for the S&P 500, the Nasdaq, the Dow and small caps.
S&P 500 futures 7,751.25 −0.63% · Nasdaq +1.06% · Dow +0.68% · Closed now
The big stories
Breaking news and sharp moves the desk wrote up as alerts in the last three days, with which way each pushes.
- Wed 8:32 PMIRGC shifts to 'offensive' doctrine, vows invasion amid Iran war
Al Jazeera's Iran war live coverage reports the IRGC has vowed invasion as its defence doctrine turns 'offensive', signalling a potential escalation beyond defensive operations.
- Wed 4:32 PMIBM beats revenue and earnings estimates; CEO touts AI traction
IBM reported quarterly results that beat on both revenue and earnings. CEO Arvind Krishna highlighted traction in what he called 'Super Intelligence' AI offerings.
- Wed 4:12 PMTesla beats on earnings and revenue
Tesla reported quarterly earnings and revenue above expectations, CNBC reports. No figures were given in the headline.
- Wed 4:10 PMMeta raises AI spending outlook, announces stock offering
Meta boosted its AI investment with a new spending outlook and announced a stock offering, per Bloomberg. No figures were given in the headline.
- Wed 4:06 PMTexas Instruments forecast beats estimates as chip demand picks up
Texas Instruments issued a forecast above analyst estimates after hours, citing a pickup in demand, according to Bloomberg.
- Wed 9:52 AMByteDance, Alibaba, Tencent order $35 billion of Nvidia chips
ByteDance, Alibaba and Tencent have ordered $35 billion of Nvidia chips, according to a Yahoo headline. No further details were given on chip models, timing or export approvals.
The news wire
Every headline from the last 24 hours that scored 5 or more for a US index, newest first, with why it matters. Scores of 7 and up are highlighted.
- Wed 11:46 PMLong-End US Yield Hits One-Month Low as AI Fears Fuel Haven Bid
AI sector worries dampen tech sentiment despite lower long-term yields.
- Wed 10:17 PMDeepSeek Raises $15 Billion in Challenge to Leading US Labs
Surge in Chinese AI capital intensifies rivalry with US tech giants.
- Wed 9:40 PMU.S. stock futures fall as investors weigh Tesla, Meta earnings
Tech-heavy index slips as investors digest big tech earnings reactions.
- Wed 8:50 PMMeta put out an ambitious roadmap to Muse monetization after strong quarter and guide
Clear monetization plans for AI tools boost big-tech sentiment and tech indices.
- Wed 8:17 PMTesla says it will start selling Cybercabs by end of year
Gains in Tesla lift the broader tech-heavy index.
- Wed 8:00 PMIran war live: IRGC vows invasion as defence doctrine turns ‘offensive’
Escalating war fears and surge in oil prices pressure equity sentiment.
- Wed 7:41 PMTesla profits drop on tech spending spree as 'Elon Inc.' talk builds
Weakening profitability in mega-cap tech dampens tech index performance.
- Wed 6:08 PMTesla earnings call: Targets 5 million cars a year by 2030, says 2027 Megapack supply nearly sold out
Positive long-term growth guidance from mega-cap Tesla supports tech index.
- Wed 5:58 PMTesla Earnings Beat, FSD Revenue Strong, But TSLA Falls With Elon Musk On Call (Live Coverage)
Tesla weakness during its conference call weighs on tech index sentiment.
- Wed 5:49 PMDow Jones Futures: Meta, Tesla Are Earnings Movers After SpaceX, Super Micro Lead Bullish Nasdaq Move
Earnings movers like Meta and Tesla dictate tech index futures.
- Wed 5:36 PMTesla Earnings Mixed, FSD Revenue Strong; Elon Musk On Call (Live Coverage)
Tesla's earnings and Musk's commentary guide tech index movement.
- Wed 5:21 PMTesla beats earnings projections after Musk floats SpaceX merger plan
Tesla earnings beat lifts major US tech indices.
- Wed 5:18 PMMore on Meta earnings (call): Plans effective 2-for-1 split via non-voting shares, confirms $9.9B Q3 legal charge
Meta stock split and legal charges add volatility to big tech index.
- Wed 4:58 PMTesla Third-Quarter Earnings Top Views as Automotive, Energy Generation Sales Decline
Tesla earnings results influence broad tech and index sentiment.
- Wed 4:58 PMTesla profits drop but top analyst estimates
Tesla earnings beat supports broader tech index performance.
- Wed 4:45 PMTesla Beats Estimates as Musk Floats SpaceX Merger
Tesla earnings beat lifts sentiment across large-cap tech peers.
- Wed 4:33 PMTesla beats Q3 estimates as services surge
Better-than-expected Tesla earnings support broader mega-cap tech index sentiment.
- Wed 4:29 PMIBM beats on top and bottom lines as CEO Krishna touts 'Super Intelligence' traction
IBM is a major component and strong earnings lift the index.
- Wed 4:29 PMTesla Earnings Mixed; Elon Musk Looms With SpaceX, Robotaxi, Optimus In Focus (Live Coverage)
Tesla is a major component influencing Nasdaq 100 direction.
- Wed 4:27 PMTesla stock gets boost after beating Q3 earnings expectations
Strong earnings from Tesla support tech and index sentiment.
- Wed 4:14 PMTesla Earnings Mixed; SpaceX Merger, Robotaxi, Optimus, CapEx In Focus (Live Coverage)
Tesla is a major heavyweight component in the Nasdaq 100 index.
- Wed 4:13 PMTesla beats on earnings and sales even as auto revenue declines
Strong earnings from a mega-cap tech company lifts broader tech sentiment.
- Wed 4:12 PMTesla Q3 earnings beat as margins and cash flow surprise, revenue narrowly misses
Strong earnings surprise from Tesla lifts Nasdaq index futures.
- Wed 4:10 PMTesla beats on earnings and revenue
Tesla's earnings beat boosts heavyweight tech sentiment in after-hours trading.
- Wed 4:07 PMMeta Q3 beats on revenue and EPS as $9.9B legal charge lifts full-year expense outlook
Meta's earnings beat and expense guidance sway tech index futures.
- Wed 4:07 PMMeta Boosts Bet on AI With Spending Outlook, New Stock Class
Heavyweight Meta's capex plans significantly influence tech index performance.
- Wed 4:07 PMMeta Boosts Bet on AI With New Spending Outlook, Stock Offering
Higher tech capex and share offering can impact tech index sentiment.
- Wed 4:06 PMTesla earnings are out – here are the numbers
Tesla's earnings results impact major tech and broad market index performance.
- Wed 4:03 PMTexas Instruments Gives Sales Forecast That Tops Estimates
Positive chip demand outlook supports broader semiconductor and tech stocks.
- Wed 4:03 PMTexas Instruments Gives Forecast That Tops Estimates
Strong semiconductor demand outlook boosts overall tech sentiment.
- Wed 4:03 PMTexas Instruments Forecast Tops Estimates as Demand Picks Up
Strong semiconductor demand outlook supports broader tech sector sentiment.
- Wed 4:03 PMTexas Instruments Forecast Tops Estimates After Demand Picks Up
Strong semiconductor demand outlook boosts broader tech and chip equities.
- Wed 3:56 PMMeta Plans to Issue New Non-Voting Stock for Capital Raising
New non-voting share issuance dilutes existing shares and impacts tech valuation.
- Wed 3:56 PMMeta Plans to Issue New Non-Voting Stock, Semafor Reports
Capital structure and share issuance changes influence mega-cap tech valuation.
- Wed 2:40 PMMeta fined $25bn for 'lies' over user data privacy
Huge legal penalties on megacap tech dampens overall tech index sentiment.
- Wed 2:15 PMMusk Says SpaceX, Tesla Merger Makes Sense
Large moves in Tesla heavily impact tech-heavy index performance.
- Wed 1:27 PMMeta ordered to pay $25 billion penalty in New Mexico Cambridge Analytica case
Heavy financial penalty on a mega-cap tech firm dampens sentiment.
- Wed 1:25 PMMeta to Pay Historic $25 Billion in New Mexico Deception Case
Massive legal fine weighs directly on mega-cap tech sector sentiment.
- Wed 12:45 PMU.S. Stocks Rise as SpaceX Earnings Boost AI Trade
AI enthusiasm boosts tech-heavy index valuation.
- Wed 11:56 AMRussia ready to resume talks with Ukraine and US to end war
Prospects of a peace deal reduce geopolitical headwind for stocks.
Coming up
Nothing big on the calendar for the next week yet.
How the scores work
An AI model reads each headline and scores it 0 to 10 for each market: 0 means it doesn’t matter for that index, 10 means it could move it sharply on its own, like a surprise Fed decision. A score says how much a story matters, not which way. More in how LemonTrades reads the news.
LemonTrades reads about 20 news sources and tells you what moved stocks, and why, as it happens: breaking news scored for the S&P 500, Nasdaq and Dow, a warning before CPI, jobs and Fed decisions, and ⚡ alerts on sharp index moves with the likely cause. Try LemonTrades free for 3 days, no card needed.
Market news and analysis, not financial advice. AI can misread a headline, so check the source before acting on anything important. Prices and news may be delayed.