US Stock Market Today: NASDAQ Rises 0.1% & Dow Jones Slips 0.2%, as Geopolitical Tensions Weigh on Market Gains

Strong corporate results offered a measure of support for equity markets. Salesforce shares climbed after projecting a return to double-digit revenue growth, while Taiwan Semiconductor Manufacturing Co lifted its 2025 growth forecast for the second time this year. Both companies benefited from continued investment in artificial intelligence infrastructure, which analysts say remains a key driver of growth for the tech sector.

Both Charles Schwab and US Bancorp have announced higher-than-anticipated quarterly earnings, indicating robust retail trading and a stable rise in loans. United Airlines has reported a resurgence in international travel, with JB Hunt Transport and Bank of New York Mellon also surpassing profit forecasts. Nevertheless, Hewlett-Packard Enterprise posted a weaker forecast, citing margin pressure in the AI hardware segment.

Market analysts said the latest results highlight a divergence between large-cap technology firms, which benefit from AI trends, and traditional industries, which face slower growth. Investors expect earnings to remain the primary driver of sentiment as the government shutdown limits access to key economic data.