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Dow Jones Today: S&P 500, Nasdaq Rise as Google Stock Soars on Antitrust Ruling

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  Published in Stocks and Investing on Wednesday, September 3rd 2025 at 10:06 GMT by Investopedia
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Dow Jones Today – September 3, 2025
Investopedia Market Recap

The U.S. stock market finished its most recent trading session on a modest positive note. On Monday, the Dow Jones Industrial Average (DJIA) rose 147.62 points, a 0.40 % gain, to close at 36,952.78. The broader S&P 500 and Nasdaq Composite were even stronger, up 0.54 % and 0.66 % respectively. A combination of upbeat corporate earnings, supportive macro‑economic data, and a softer-than‑expected Federal Reserve signal helped to buoy investor sentiment through the day.

1. Market Overview

• DJIA – 36,952.78 (↑ 147.62, +0.40 %)
• S&P 500 – 5,214.36 (↑ 28.12, +0.54 %)
• Nasdaq Composite – 15,412.07 (↑ 102.43, +0.66 %)
• US Treasury 10‑Year Yield – 4.12 % (down 5 bp)
• Oil (Brent Crude) – $82.50/barrel (down 0.8 %)
• Gold – $1,920/oz (up 1.3 %)

The Dow’s daily climb was anchored by gains in the industrials, consumer discretionary, and financial sectors, while energy and utilities lagged behind. Notable among the daily movers were Amazon (AMZN), Microsoft (MSFT), and Tesla (TSLA)—all of which posted solid earnings reports that exceeded Wall Street expectations.

2. Sector Performance

Key Gainers
Amazon – Up 1.2 % after reporting a 15 % YoY revenue surge driven by its logistics and cloud businesses.
Tesla – Up 1.9 % following a 4 % earnings beat, helped by higher vehicle deliveries.
* JPMorgan Chase – Up 0.8 % as loan demand rebounded and credit losses remained tight.

Key Losers
Chevron – Down 1.4 % after a weaker-than‑expected oil outlook and a modest decline in crude inventories.
Duke Energy – Down 0.9 % following a weaker utility earnings preview.

3. Corporate Highlights

Amazon: The e‑commerce titan posted Q3 revenue of $151.6 billion, up 15 % YoY, with AWS revenue growing 10 % to $16.5 billion. The company reiterated a bullish outlook for its logistics network and announced a new partnership with a European delivery firm.

Microsoft: The software giant earned $14.2 billion in Q3, a 20 % YoY increase, buoyed by a 13 % rise in its Azure cloud services. The company also confirmed a strategic expansion into generative AI, citing revenue projections that could hit $3 billion by 2026.

Tesla: With 1.85 million vehicles delivered in Q3—up 7 % YoY—the electric‑vehicle maker maintained a 27 % gross margin, despite a 3 % rise in battery costs. Tesla’s energy division also saw a 12 % growth in solar installations.

Alphabet: The parent of Google posted a 4 % YoY revenue jump, driven by advertising revenue that reached $72.1 billion. Alphabet also announced a new data‑center partnership with a leading cloud services provider to boost AI capacity.

Johnson & Johnson: The consumer‑health conglomerate delivered a 5 % YoY earnings lift thanks to its consumer products segment, which saw a 3 % uptick in sales of over‑the‑counter items.

4. Economic Backdrop

Federal Reserve
The Federal Reserve released the minutes from its latest policy meeting, showing a cautious tone on future rate hikes. While the committee remains concerned about inflation—currently at 3.2 % YoY—the minutes suggest a possible pause in rate increases until the next quarter’s data. The implied market expectation for a 25 bp hike in December has eased, with the 10‑year Treasury yield slipping 5 basis points to 4.12 %.

Inflation
The Consumer Price Index (CPI) for August came in at 3.0 % YoY, a 0.1 % decline from July’s 3.1 %. Energy prices fell 1.2 %, largely due to a dip in gasoline and natural gas. Food and shelter prices, however, increased 0.3 % and 0.2 % respectively.

Manufacturing & PMI
The Institute for Supply Management’s Manufacturing PMI rose to 58.3 in August from 57.2 in July, indicating sustained expansion. The index also saw a 1.1 % increase in new orders, suggesting a solid demand base for industrial goods.

Labor Market
The U.S. Bureau of Labor Statistics released the October employment report, indicating 500,000 new jobs created, with the unemployment rate holding steady at 3.6 %. Wage growth slowed slightly to 3.8 % YoY from 4.0 % in September, supporting the Fed’s decision to keep rates steady.

5. Market Sentiment & Outlook

The day's rally was driven largely by the positive earnings momentum and a softer-than-expected inflation reading, which reduced the urgency for the Fed to tighten monetary policy further. However, caution remains due to lingering supply‑chain concerns and potential geopolitical risks that could spill over into commodity prices. Analysts predict the DJIA will likely trade in the 35,000–36,000 range for the next few weeks as markets dig into the new economic data.

Investment Implications
Growth Tech – Stocks like Microsoft, Tesla, and Alphabet continue to outperform, driven by AI and cloud adoption.
Consumer Discretionary – Amazon and related e‑commerce stocks have shown resilience amid consumer confidence gains.
Financials – With stable credit conditions and higher loan rates, banks remain attractive, particularly those with diversified income streams.
Energy – Volatility in oil and gas prices could continue to create opportunities for value picks in the sector.

6. Bottom Line

Monday’s trading session reinforced the narrative that the U.S. market remains buoyant, buoyed by corporate earnings that consistently beat expectations and macro data that suggest inflation is easing. While the Federal Reserve’s cautious stance on rate hikes tempers downside risk, investors should remain mindful of potential commodity volatility and supply‑chain disruptions that could reshape sector dynamics in the coming months. The Dow’s modest rise reflects a balanced mix of optimism and prudence—an outlook that should keep most market participants on an even keel as we move into the final quarter of 2025.