{"id":106069,"date":"2025-07-30T23:33:12","date_gmt":"2025-07-30T23:33:12","guid":{"rendered":"https:\/\/www.europesays.com\/us\/106069\/"},"modified":"2025-07-30T23:33:12","modified_gmt":"2025-07-30T23:33:12","slug":"whats-likely-to-move-the-market-9","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/106069\/","title":{"rendered":"What\u2019s likely to move the market"},"content":{"rendered":"<p>Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and last look at today. Sign up for free to receive it directly in your inbox. Here&#8217;s what CNBC TV&#8217;s producers were watching as the S &amp; P 500 closed lower after Federal Reserve Chair Jerome Powell signaled the central bank isn&#8217;t ready to lower rates, and what&#8217;s on the radar for the next session. Meta, Microsoft and AI growth Meta Platforms shares are up 12% after the bell. Microsoft is up 10% after the bell. Deepwater Asset Management&#8217;s Gene Munster was on &#8220;Fast Money&#8221; Wednesday night. He said, &#8220;This is a big moment in AI. We&#8217;re going to look back and realize we didn&#8217;t understand how early in AI we are.&#8221; Munster also said &#8220;On [capital expenditures], Meta guided to 48% growth next year. The Street was at 11%. The message is that there is gold in those hills: You can invest in AI and increase your earnings.\u00a0That will get other companies to start to move to this.&#8221; After the Federal Reserve&#8217;s meeting and the Big Tech earnings &#8220;Mad Money&#8221; man Jim Cramer said, &#8220;We&#8217;re back to loving tech and just tech.&#8221; Meta and Microsoft are both top 10 holdings in Cramer&#8217;s charitable trust.\u00a0Meta is up almost 400% since he last bought in the fall of 2022.\u00a0Microsoft is up 40% since his previous purchase last year. Big Tech will be a major focus starting at 5 a.m. ET with &#8220;Worldwide Exchange&#8221; and then &#8220;Squawk Box.&#8221; MSFT 1D mountain Microsoft in the past day Major earnings out Thursday afternoon Apple is due to report.\u00a0The stock has dropped 1.6% in the past three months.\u00a0Shares are off 20% from the December 2024 high. Amazon will also report.\u00a0The stock has gained about 25% in the past three months.\u00a0Shares are down 5% from the February high. Mastercard in the morning The global payments giant will report in the morning. Shares have gained 2% over the past three months. Mastercard is off 6% from the June 11 high. Visa has gained 1.6% over the past three months. Shares are 6% from the high. American Express has advanced about 14% over the last three months. It&#8217;s 8% from the early June high. MA 3M mountain Mastercard shares over the past three months Fed fight, stocks and bonds The Federal Reserve left the key interest rate at a target range of 4.25% to 4.50% on Wednesday, but two members expressed dissent with the decision. The last time multiple governors cast no votes on a rate decision was in 1993, according to CNBC TV&#8217;s senior economics reporter Steve Liesman. There is no real signal that there will be a cut at the next meeting, slated for Sept. 16-17. Stocks slid around 2:30 p.m. when Powell began speaking, but they came off their lows before the close. The U.S. 10-year Treasury note yield is at 4.37%. The two-year Treasury yield is about 3.94%. The one-year Treasury bill yields 4.13%. The six-month T-bill yield is 4.28%. The three -, two &#8211; and one-month T-bills all yield about 4.35%. The iShares iBoxx High Yield Corporate Bond ETF (HYG) has a dividend yield of 5.75%. The iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) yields 7.08%. The Fidelity Corporate Bond ETF (FCOR) is yielding 4.43%. The SPDR Bloomberg High Yield Bond ETF (JNK) yields 6.56%. Coinbase reports after the bell The crypto trading platform will report quarterly results Wednesday afternoon. Shares have surged 86% in the past three months. The stock is 15% from the high hit earlier this month. COIN 3M mountain Coinbase shares in the past three months Copper Copper fell 18% on Wednesday after President Donald Trump put a 50% tariff on imports of the metal. The price fell because those tariffs won&#8217;t be as widespread as the market feared. Copper futures have dropped nearly 9% in the past month.\u00a0Year to date, they are up 15%. Gold futures have been little changed in the last month.\u00a0They are up 26% year to date. Silver futures have gained nearly 4% in a month. They are up 27% year to date. Alignment Healthcare CNBC TV&#8217;s Bertha Coombs reported Wednesday night that this health care company posted a surprise on profit in its earnings report. Alignment Healthcare is up 20% after hours. We will follow it Thursday morning on &#8220;Worldwide Exchange&#8221; with CNBC&#8217;s Frank Holland at 5 a.m.<\/p>\n","protected":false},"excerpt":{"rendered":"Stocks @ Night is a daily newsletter delivered after hours, giving you a first look at tomorrow and&hellip;\n","protected":false},"author":3,"featured_media":106070,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[68177,3453,40023,4960,64,81,68178,37919,24809,3346,37918,37917,135,11734,3747,14229,10404,68179,37916,134,37920,20674,37921,37923,37922,67,132,68,11735],"class_list":{"0":"post-106069","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets","8":"tag-alignment-healthcare-inc","9":"tag-amazon-com-inc","10":"tag-american-express-co","11":"tag-apple-inc","12":"tag-business","13":"tag-business-news","14":"tag-copper-mar23","15":"tag-fidelity-corporate-bond-etf","16":"tag-gold-comex-apr23","17":"tag-investment-strategy","18":"tag-ishares-0-5-year-high-yield-corporate-bond-etf","19":"tag-ishares-iboxx-high-yield-corporate-bond-etf","20":"tag-markets","21":"tag-mastercard-inc","22":"tag-meta-platforms-inc","23":"tag-microsoft-corp","24":"tag-regwall-pro","25":"tag-silver-comex-mar23","26":"tag-spdr-bloomberg-high-yield-bond-etf","27":"tag-stock-markets","28":"tag-u-s-1-month-treasury","29":"tag-u-s-10-year-treasury","30":"tag-u-s-2-month-treasury","31":"tag-u-s-2-year-treasury","32":"tag-u-s-3-month-treasury","33":"tag-united-states","34":"tag-unitedstates","35":"tag-us","36":"tag-visa-inc"},"share_on_mastodon":{"url":"","error":"Validation failed: Text character limit of 500 exceeded"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/106069","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=106069"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/106069\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/106070"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=106069"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=106069"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=106069"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}