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8/3/2025 7:56:09 PM NY time

Microsoft (MSFT)

Microsoft shares surged over 6% after reporting impressive earnings from its Azure cloud unit, which generated more than $75 billion in annual revenue. This performance propelled Microsoft's market capitalization past the $4 trillion mark【4:12†source】.

Meta Platforms (META)

Meta's stock rose nearly 12% following a strong Q3 sales forecast, with the company planning significant investments in AI infrastructure【4:12†source】.

Amazon (AMZN)

Amazon's stock dropped approximately 6% in after-hours trading due to a softer-than-expected operating income forecast despite reporting a revenue increase of 13% year-over-year【4:10†source】.

Apple (AAPL)

Apple's shares saw a 2% increase following strong earnings & revenue results【4:16†source】.

UnitedHealth (UNH)

UnitedHealth's stock dropped by 4.66%, negatively impacting the Dow Jones Industrial Average【4:14†source】.

Coinbase (COIN)

Coinbase reported a significant drop in adjusted profits, leading to a 15.6% decline in its stock【4:18†source】.

General Market Overview

The Nasdaq Composite fell by 451 points (2.14%) due to disappointing jobs data & new tariffs, with Fed rate cut expectations for September surging to 75.5%【4:19†source】.

Economic Indicators

The July payrolls report revealed a job addition of only 73,000, falling short of the expected 110,000, leading to immediate negative reactions across various asset classes【4:18†source】.

Source: Financial News Reports


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Top News

8/3/2025 7:56:37 PM NY time

1. Federal Reserve & Interest Rates

The Federal Reserve has maintained interest rates at 4.25% to 4.50% for the fifth consecutive meeting. Fed Chair Jerome Powell expressed caution regarding future rate cuts, indicating that the Fed requires clear justification to lower rates. This decision was not unanimous, with two governors advocating for a cut, reflecting differing views on the economic outlook【4:1†source】【4:6†source】.

2. Inflation Data & Economic Indicators

Recent inflation data showed the PCE price index rose by 0.3% in June, with core PCE matching forecasts. The U.S. economy grew by 3.0% in Q2, surpassing expectations, but job additions in July were disappointing, with only 73,000 jobs added compared to the expected 110,000【4:0†source】【4:14†source】. This has led to increased speculation about potential rate cuts in September【4:6†source】【4:12†source】.

3. Market Reactions to Economic Data

Following the release of the NFP data, U.S. stock markets experienced significant corrections. The VIX index surged, indicating increased market volatility. Major tech stocks, including Amazon & Apple, faced declines due to disappointing earnings forecasts & tariff impacts【4:1†source】【4:14†source】.

4. Tariff Impacts & Trade Developments

President Trump announced new tariffs on imports from several countries, raising concerns about escalating trade tensions. These tariffs are expected to increase costs for companies & could lead to inflationary pressures【4:1†source】【4:5†source】. The effective U.S. tariff rate on imports from Brazil has risen significantly, impacting various sectors【4:12†source】【4:19†source】.

5. Digital Assets & Cryptocurrency Market

The cryptocurrency market has remained stable, with Bitcoin & Ether showing slight gains. However, demand for spot ETFs has been muted, & investors are cautious ahead of upcoming economic data【4:1†source】【4:5†source】.

6. Commodities Market Overview

Natural gas prices have shown positive movement, while WTI & Brent oil prices faced pressure due to tariff policies & geopolitical tensions. Traders are advised to monitor these developments closely【4:3†source】【4:13†source】.

7. Global Market Overview

U.S. stock indices have shown mixed results, with the S&P 500 slightly down & the Nasdaq up due to strong earnings from major tech companies. European markets closed lower, influenced by weak earnings reports, while Asian markets were mixed【4:1†source】【4:12†source】.

8. Future Outlook

Market participants are advised to stay alert for potential volatility following the upcoming jobs report & further economic data releases. The performance of major indices will be influenced by these developments, particularly in light of ongoing tariff uncertainties & mixed economic indicators【4:1†source】【4:14†source】.

Source: Financial Insights Report, August 2025


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US Pre-Market News

8/4/2025 8:42:00 AM NY time

Current Market Overview

The financial markets are experiencing significant volatility, driven by recent economic data & geopolitical tensions. Major U.S. equity indexes have shown mixed performance, with the S&P 500 & Nasdaq Composite reaching new highs earlier in the month, but facing downward pressure following disappointing job reports【4:8†source】.

Key Developments Across Asset Classes

Equities

U.S. stocks have faced challenges, particularly in the tech sector, following a weak jobs report that revealed only 73,000 new jobs added in July, significantly below expectations【4:8†source】. This has led to increased speculation about potential interest rate cuts by the Federal Reserve, impacting market sentiment negatively.

Fixed Income

Bond yields have dropped sharply, with the 2-year Treasury yield falling by 14 basis points post-jobs report【4:8†source】. The market is now pricing in a 25 basis point rate cut by the Fed in September, reflecting a shift in investor expectations【4:8†source】.

Commodities

Gold prices have shown resilience amid geopolitical tensions, although they are under pressure from a strong U.S. dollar【4:18†source】. Oil prices have fluctuated due to OPEC's considerations on output levels & looming sanctions against Russia【4:19†source】.

Digital Assets

Bitcoin has seen a recovery, closing at $114,312, driven by shifting investor sentiment towards riskier assets amid expectations of Fed rate cuts【4:10†source】.

Macroeconomic Influences

Recent economic indicators, including GDP growth at 3.0% & persistent inflation pressures, have reinforced the Fed's hawkish stance【4:18†source】. The labor market remains a focal point, with rising unemployment rates & downward revisions in previous job growth figures raising concerns about economic stability【4:8†source】.

Conclusion

The current market landscape is characterized by uncertainty, with key economic data & geopolitical developments influencing investor sentiment across various asset classes. Traders & investors are advised to remain vigilant & monitor upcoming economic reports & central bank communications for further insights into market direction【4:8†source】.


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