Stocks Rally as Easing Geopolitical Risks and Strong US Data Boost Markets

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Summary · why it matters

US stocks rallied with the S&P 500 up 1.18% to a 2.5-week high, the Dow Jones Industrial Average up 1.08% to a 3.5-week high, and the Nasdaq 100 up 1.40% to a 1-week high. Gains were driven by easing Middle East tensions that sent crude oil prices down 5%, lowering inflation fears and bond yields, with the 10-year Treasury yield falling 5 basis points to 4.68%. The July ISM manufacturing index rose to 55.6, the fastest expansion in four years, while dovish comments from New York Fed President John Williams supported sentiment. Strong second-quarter earnings expectations also boosted stocks, with Bloomberg Intelligence forecasting a 23% increase and AI infrastructure stocks contributing nearly 60% of S&P 500 earnings-per-share growth. Among individual movers, Meta Platforms rose more than 5%, Amazon more than 4%, and Atkore surged over 28% after Prysmian agreed to acquire it for $3.8 billion.

Impact on assets 35

Artificial Intelligence▲ · 7 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Strong US data and easing geopolitical risks boost consumer spending and e-commerce demand.

Consumer Discretionary▲ · 6 stocks
Industrials▲ · 5 stocks
Cloud & Digital Infrastructure▲ · 4 stocks
Energy Transition & Power Demand▲ · 2 stocks
Prysmian SpA
0NUX
▲ PositiveCapitalrelevance

Prysmian acquires Atkore for $3.8 billion, expanding its product portfolio.

Spatial Computing / AR/VR▲ · 2 stocks
Meta Platforms Inc.
META
▲ PositiveDemandrelevance

Strong earnings expectations and AI infrastructure growth boost Meta's advertising demand.

Defense & Geopolitical Fragmentation▲ · 2 stocks
Climate Adaptation & Water▲ · 2 stocks
Biotech & Genomic Medicine▲ · 2 stocks
Digital Finance & Tokenization▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Others▲ · 1 stocks
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