Stocks Advance as Nvidia Closes at All-Time High: Markets Wrap

  • Investors look to Jensen Huang speech to spark next breakout
  • Dollar pares losses as Trump denies report on curbed tariffs
Bill Dudley on Fed’s Communication, Messaging Challenges
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A rally in the world’s largest tech companies lifted stocks at the start of the first full trading week in 2025. The dollar trimmed losses as President-elect Donald Trump said his tariff plan won’t be scaled back.

While most shares in the S&P 500 fell, dip buying fueled gains in Wall Street’s most-influential group. A gauge of the “Magnificent Seven” megacaps climbed 2%. Nvidia Corp. hit a record high ahead of chief Jensen Huang’s speech. BanksBloomberg Terminal climbed on deregulation optimism, with Michael Barr stepping down as the Federal Reserve’s vice chair for supervision. The news also fueled a steepening of the Treasury curve, with longer maturities underperforming. The yield on 30-year bonds hit the highest since late 2023.