The Market Pulse: Your Daily Investment Briefing

Welcome to Extreme Investor Network, where we empower you with the insights and tools necessary to navigate the dynamic landscape of investing. Today, we unveil our latest update from Stocks @ Night, a complimentary daily newsletter that offers you a comprehensive overview of the market trends shaping your investment decisions. Here’s a deeper dive into what’s currently influencing the markets, along with unique insights that can help you stay ahead of the game.

Market Overview

In a stunning turn of events, the Dow Industrials skyrocketed by over 1,100 points, fueled by a breakthrough agreement between the U.S. and China aimed at reducing tariffs for a crucial 90 days. This surge has invigorated the stock market, pushing the New York Stock Exchange Composite up 3.2% year to date. The major indexes—Dow Industrials, Nasdaq 100, and S&P 500—have managed to recover from their early 2025 losses, now sitting at less than a 1% decline.

However, not every index has fared as well. The Nasdaq Composite is currently down 3.1% for the year, while the Russell 2000 faces a steeper decline of 6.2%. For those looking for an in-depth perspective, don’t miss out on WisdomTree’s Jeremy Siegel on "Squawk Box," airing Tuesday at 6 a.m. ET, offering further insights into market dynamics.

Sector Breakdown

Focusing on sector performance, we’ve seen a remarkable rebound in industrials, which are up more than 6% in 2025 alone. Key players in this sector include Uber Technologies and Howmet Aerospace, both of which have soared over 40% year to date. In contrast, energy, communication services, and healthcare remain in negative territory, making the industrials sector the shining star this year. For a more comprehensive gauge of market sentiment, tune into Squawk Box for analysis from JPMorgan’s industrials analyst Stephen Tusa.

Highlighted Winners and Losers

• Top Performers:

  • Uber Technologies: Up over 40% year to date.
  • Howmet Aerospace: Also soaring by more than 40%.
  • GE Aerospace & GE Vernova: With gains of 31% and 27%, respectively.
• Underperformers:
  • UPS, United Airlines, Generac, FedEx, and Delta Air Lines are struggling, showcasing the volatility that can exist within the indices.

What to Watch: Key Upcoming Events

Boeing’s Recovery

Boeing is set to release its monthly order and delivery numbers at 11 a.m. on Tuesday, coinciding with its stock reaching a new 52-week high around $200, enjoying a 27% increase in just a month. Watch this space for reactionary trends post-announcement.

JD.com & Disney Updates

On the horizon, JD.com, the Chinese e-commerce titan, will report early Tuesday; however, its U.S.-traded shares have seen an 8% decline over the past three months. Meanwhile, Disney shares jumped 4% on Monday but remain 7% shy of their December peak. The stock has gained about 20% within just five days, prompting "Fast Money" trader Dan Nathan to voice his enthusiasm with a buy recommendation.

Technical Analysis: Relative Strength Index (RSI)

A tool we often recommend to our community is the Relative Strength Index (RSI). Currently, Disney is showing an RSI of 77—a sign that it may be perceived as overbought, potentially indicating a short-term price correction. This technical analysis can provide significant insights for both active traders and long-term investors alike.

Conclusion: Staying Ahead with Extreme Investor Network

Navigating the volatility of the stock market is no small feat, but with the right tools and insights, you can make informed investment decisions. Subscribe to our Stocks @ Night newsletter for timely updates delivered straight to your inbox, and explore how Extreme Investor Network can help elevate your investing strategy.

Invest smart, stay informed, and let’s thrive together in the ever-evolving realm of investing!