U.S. Stock Market Recap - Daily Market Moves

Overview

U.S. stocks posted moderate gains on Monday, September 29, 2025, with technology stocks leading the advance while energy shares lagged. All three major indices continued their positive momentum for the month, driven by tech sector strength and mixed economic signals. Market sentiment remained cautious amid ongoing concerns about a potential government shutdown.

Major Index Performance

• S&P 500: Gained 0.2-0.3% to close near 6,661, with an early session gain of 0.59% (39 points) to 6,643.70 • Dow Jones Industrial Average: Rose approximately 68-70 points to around 46,316, with reports of gains up to 300 points (0.65%) • Nasdaq Composite: Climbed about 0.5%, surpassing recent highs as technology stocks outperformed All three major indexes are on track for positive monthly gains, continuing their upward trajectory.

Drivers & Highlights

Technology stocks were the day's standout performers, with Nvidia gaining approximately 2%, boosting the broader semiconductor sector. Amazon and Microsoft also showed partial recovery, contributing to the tech-led rally. Energy stocks faced headwinds as oil prices declined on expectations of OPEC+ production increases. Exxon Mobil and Chevron both fell more than 2%, weighing on the energy sector. Key market drivers included: • Ongoing concerns about a potential U.S. government shutdown, which could delay Friday's jobs report • A slight retreat in Treasury yields providing support for equities • A modest weakening of the U.S. dollar • Merger and acquisition activity, notably Electronic Arts gaining 5% • Mixed economic signals and geopolitical concerns creating cautious optimism

Other Markets

Commodities showed mixed performance: • Copper surged 2.81% to $4.84/lb, up 7.35% for the month • Gold gained amid U.S. government shutdown fears, supporting safe-haven demand • Natural gas rose 1.79% to $3.26/MMBtu, up 9.42% monthly • Palm oil declined 0.27% to 4,384 MYR/T • WTI crude oil traded lower on expected OPEC+ production hikes International markets: • Euro Area's EU50 index rose to 5,507 points • Canada's TSX gained, led by mining shares benefiting from gold's strength

Key Takeaway

Monday's session reinforced the technology sector's leadership role in driving market gains, while energy stocks faced pressure from lower oil prices. The market's ability to post gains despite government shutdown concerns demonstrates underlying resilience, though investors remain cautious about potential disruptions to economic data releases. With all major indices positioned for positive monthly performance, the focus shifts to upcoming economic indicators and resolution of political uncertainties.