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Source document· November 21, 2025

Stocks Rally as Chip Makers Rebound

View original at nasdaq.com
Stocks Rally as Chip Makers Rebound The S&P 500 Index ($SPX) (SPY) on Friday closed up by +0.98%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +1.08%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +0.77%…
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  • He sees room for a Fed rate cut in the near term

    80% confidence
  • Downside risks to employment have increased while upside risks to inflation have eased

    80% confidence
  • 82% of reporting S&P 500 companies exceeded forecasts, on course for the best quarter since 2021

    80% confidence
  • The Eurozone economy is performing better than expected just three or four months ago

    80% confidence
  • Downgraded Palo Alto Networks to reduce from hold with a price target of $157

    80% confidence
  • Holding interest rates steady would be appropriate for now as inflation is likely to stay elevated for some time

    80% confidence
  • Difficult to cut rates again in December unless there is clear evidence that inflation will fall faster than expected or labor market will cool more rapidly

    80% confidence
  • Downgraded Bath & Body Works to equal weight from overweight

    80% confidence
  • The current level of interest rates is appropriate

    80% confidence
  • Q4 comparable sales forecast of +3% to +4%

    80% confidence

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High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Stocks Rally as Chip Makers Rebound — Source | Via News | pt.VIA.NEWS