The S&P 500 climbed for a second consecutive day, lifted by easing U.S.-China trade tensions. Strong corporate earnings and a surge in Apple’s stock, driven by analysts’ optimism about rising iPhone demand, further fueled positive market sentiment.
Felice Maranz for Bloomberg News:
Treasury Secretary Scott Bessent heads to Malaysia this week for a new round of US-China trade talks, signaling an effort by Washington to calm fears of a full-blown trade war. Separately, National Economic Council Director Kevin Hassett said he thinks the US government shutdown is likely to end some time this week.
The S&P 500 advanced 0.8%, with all sectors in the green, while the Nasdaq 100 rose 1.1% Monday. The start of earnings season has been a good one, according to Bank of America strategist Savita Subramanian.
“It’s still early, but headline stats are coming in strong,” with 76% of companies beating earnings-per-share estimates, ahead of the first-week average of 68% and last quarter’s 73%, she wrote in a note. Subramanian flagged big banks, which “posted beats across the board, and reiterated bullish themes” from the prior quarter, including consumer resilience, a strong deal pipeline, and regulatory tailwinds.
MacDailyNews Note: Apple will release Q425 results on Thursday, October 30, 2025 after market close. As always, we’ll have the company’s results for you right around 4:30 p.m. PDT / 1:30 p.m. EDT on October 30th on our home page.
Apple’s conference call to discuss Q425 results and business updates is scheduled right after, on October 30, 2025 at 2:00 p.m. PT / 5:00 p.m. ET. It can be listened to live here and we will provide live notes, as usual.
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Saw the BIG bump this morning. AAPL can still have all-time-high in the 260s with the 52-week-low in the 160s. I sold some shares.
Yay, Tim Cook is awesome 👍
Tim enjoy the glory the result and increase inin your options and shares prices. Use the opportunity – a cat only has one lives- and you must be running out to stem the departure of the company’s intellectual property attract more innovate and invest people , stop manipulating the share price with buy backs, and invest in things and people you can control manipulate or understand to explore free ideas and innovative products and develop them.
This will mean some of the management who sole obsession is leveraging the existing product range, supply chain and stock buy backs will have to step aside and let the company innovate retain , recruit and fly on new innovation.
CORRECTION
Tim enjoy the glory the result and increase in your options and shares prices. Use the opportunity – a cat only has one lives- and you must be running out to stem the departure of the company’s intellectual property attract more innovate people , stop manipulating the share price with buy backs, and invest in things and people you can’t control manipulate or understand to explore free ideas and innovative products and develop them.
This will mean some of the management who sole obsession is leveraging the existing product range, supply chain and stock buy backs will have to step aside and let the company innovate retain , recruit and fly on new innovation.