Stock market today: S&P 500 rises as Dow, Nasdaq wobble with Fed's rate path in focus

Published On Feb 18, 2025, 11:27 AM

US stocks opened the week with muted activity as investors await the Federal Reserve's interest rate decisions and news from US-Russia talks regarding the Ukraine conflict. The S&P 500 reached near all-time highs while Treasury yields rose slightly. Notable news in the tech sector includes a strong surge in Super Micro Computer's stock, which jumped over 13% following positive updates about avoiding Nasdaq delisting. Additionally, Intel's shares rose nearly 10% after reports of competitors exploring options to split the company into two parts. Meanwhile, investor sentiment appears positive overall with declining cash levels and expectations for equity market performance.

Stock Forecasts

SMCI

Positive

Super Micro Computer's strong performance is likely to continue as there has been positive investor sentiment due to their plans to avoid delisting and reach ambitious revenue targets. The bullish outlook for AI chips also supports this momentum.

INTC

Positive

Intel's stock is positively impacted by the anticipation of strategic changes that could unlock shareholder value through potential splitting options being discussed. Given the competitive environment and tech stock rally, further gains are expected.

Related News

Intel (INTC) stock jumped Tuesday following a Wall Street Journal report that its rivals Broadcom and TSMC are exploring potential deals with the chipmaker that would split it into two.

Stocks tipped higher to start a holiday-shortened week of trading highlighted by Fed minutes and Walmart earnings.

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LMT

Broadcom has been closely examining Intel's chip design and marketing business, the Journal reported, adding that the company had discussed a potential bid with its advisers but would likely only proceed if it found a partner for Intel's manufacturing business. TSMC, the world's biggest contract chipmaker, has separately studied controlling some or all of Intel's chip plants, potentially as part of an investor consortium or other structure, the report said.

INTC
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TSM