25 May 2026 · 09:00 HKT

Market Pulse

The 8 most market-moving stories today, impact-rated and filtered for US equities.

▲ Bullish GEOPOLITICS

US stock futures jump on hopes of Iran peace deal; oil slides

The potential for an Iran peace deal has led to a surge in US stock futures, as investors become more optimistic about the global economic outlook. This development could have a positive impact on the US equity market, particularly for companies in the energy sector, as it may lead to increased stability and reduced oil prices.

Investing.com
▲ Bullish TECH

Nvidia says its forecast for $200 billion CPU market includes China

Nvidia's forecast for the CPU market, which includes China, has significant implications for the company's growth prospects and the broader tech industry. This development could lead to increased investment in the sector, driving up US equity prices for companies like Nvidia and its competitors.

NVDA
Investing.com
▲ Bullish FED

Fed’s Powell says rate cut ‘on the table’ as soon as September

The possibility of a rate cut as soon as September, as indicated by Fed Chairman Powell, could lead to increased investor confidence and a boost to the US equity market. This development may particularly benefit companies in the financial sector, as lower interest rates can lead to increased borrowing and spending.

MarketWatch
▲ Bullish FED

Powell says labor market not a source of significant inflation pressure

The labor market, according to Fed Chairman Powell, is not a significant source of inflation pressure, which could lead to a more dovish monetary policy stance and support the US equity market. This development may particularly benefit companies in the consumer sector, as lower inflation can lead to increased consumer spending.

MarketWatch
▲ Bullish TECH

Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock.

Broadcom's increased investment in AI packaging has led to optimism among Wall Street analysts, who expect further upside for the company's stock. This development could have a positive impact on the US equity market, particularly for companies in the tech sector, as it may lead to increased innovation and growth.

AVGO
Yahoo Finance
▲ Bullish TECH

Up 195% YTD: 3 Reasons Why Seagate Stock Could Keep Rallying

Seagate's significant year-to-date gains have led to optimism among investors, who cite several reasons why the company's stock could continue to rally. This development could have a positive impact on the US equity market, particularly for companies in the tech sector, as it may lead to increased investment and growth.

STX
Yahoo Finance
▲ Bullish ENERGY

Norway Doubles Down on Oil and Gas as Europe Scrambles for Supply

Norway's increased investment in oil and gas production has significant implications for the global energy market, particularly in Europe. This development could lead to increased stability and reduced prices, which may have a positive impact on the US equity market, particularly for companies in the energy sector.

Yahoo Finance
▼ Bearish CONSUMER

Egg prices are plunging due to oversupply — and producers say margins are taking a hit as costs rise

The decline in egg prices due to oversupply has significant implications for producers, who are facing reduced margins due to increased costs. This development could have a negative impact on the US equity market, particularly for companies in the consumer sector, as it may lead to reduced profitability and investment.

CNBC