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Stocks Grind Higher as Jobs Data Eases Rate Fears

S&P 500
5,872
+0.60%
Dow
42,180
+0.40%
Nasdaq
19,340
+0.90%
VIX
17.40
Oil
$74.20
Gold
$2,318
Biggest Gainer
NVDA+3.40%
Nvidia surged after a major sovereign wealth fund disclosed a significant new position, reinforcing AI chip demand optimism.
Biggest Loser
PFE-3.10%
Pfizer dropped after the company trimmed its full-year revenue guidance, citing slower-than-expected uptake of its newer drug portfolio.

Wall Street posted a steady advance Tuesday, with all three major indexes closing in the green as investors digested a softer-than-expected JOLTS job openings report. The data showed job openings fell to their lowest level in over two years, a reading the market interpreted as a sign the labor market is cooling just enough to keep the Federal Reserve on the sidelines through summer.

The Nasdaq led the charge, climbing 0.9% and reclaiming the 19,300 level, powered largely by a strong session in semiconductor and AI-adjacent names. Nvidia was the standout, rallying 3.4% after news broke that a prominent sovereign wealth fund had added a sizable stake, validating the long-term conviction around AI infrastructure spending.

On the downside, Pfizer was the session's notable loser, sliding 3.1% after management cut its full-year revenue outlook during an investor day presentation. Healthcare broadly lagged, with defensive sectors underperforming as risk appetite improved across the board.

Energy names were mixed as crude oil held near $74 a barrel without much conviction in either direction. Gold dipped slightly but remained above $2,300, suggesting investors haven't entirely abandoned their defensive hedges even as equities push higher.

What to Watch Next
Wednesday brings the ADP private payrolls report, a key warmup act ahead of Friday's nonfarm payrolls — expect elevated volatility if the number surprises meaningfully in either direction. Fed speakers are also scheduled throughout the day, and any hawkish tone could quickly cool this week's optimism.

Why the Market Moved

Main Driver
Fed Policy dominated today's session, pushing the S&P 500 higher by 0.60%.
Risk Level
VIX at 17.4 signals low volatility. Oil at $74/barrel within normal range.

Key Takeaways

  • S&P 500 gained 0.6% to 5,872 while the Dow rose 0.4%
  • NVDA led gainers at +3.4% — Nvidia surged after a major sovereign wealth fund disclosed a significant new position, reinforcing AI chip demand optimism.
  • PFE was the biggest loser at -3.1% — Pfizer dropped after the company trimmed its full-year revenue guidance, citing slower-than-expected uptake of its newer drug portfolio.
  • VIX at 17.4volatility within normal range
Fed PolicyJobs DataAI & SemiconductorsPharma
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