S&P 500 y Nasdaq Alcanzan Máximos Históricos: 6,753.72 y 23,043.38 Respectivamente
Los mercados tradicionales rugen mientras los índices principales marcan nuevos récords.
El miércoles presenció un despliegue de fuerza en Wall Street que dejó a los traders tradicionales eufóricos.
Récords que Hacen Historia
El S&P 500 cerró en 6,753.72 - un número que resonará en los anales de la historia financiera. Mientras tanto, el Nasdaq alcanzó 23,043.38, demostrando que la sed por la tecnología sigue intacta.
Los números hablan por sí mismos, aunque uno se pregunta cuánto de esto es crecimiento real versus exceso de liquidez inflando valuations. Los puristas de las cripto observamos con interés cómo los mercados tradicionales celebran lo que nosotros consideramos el pan de cada día.
Mientras los bonos y las acciones tradicionales bailan al ritmo de la FED, las criptodivisas continúan su marcha imparable - porque en el mundo digital, los récords no son noticia, son la norma.
Fed split on next move after first rate cut of 2025
The Federal Reserve’s September meeting minutes were released Wednesday, but markets didn’t care much. The central bank had already made headlines by cutting rates for the first time this year, and the minutes showed that the committee is far from unified. Some members want to cut more, some don’t. That’s about as clear as it gets.
Meanwhile, Nvidia bounced back strong. Its stock climbed 2% after CEO Jensen Huang told CNBC that demand for computing power “has gone up substantially” over the last six months. Huang also confirmed that Nvidia is helping fund Elon Musk’s new AI company, xAI, saying he’s “super excited about the financing opportunity they’re doing.”
The recovery came after Nvidia dipped earlier this week alongside Oracle, which reported lower-than-expected cloud margins and warned it was losing money on deals renting out Nvidia’s chips.
This brief slide had analysts sweating about a possible AI bubble. The Oracle news, combined with Nvidia’s dip, looked too familiar, almost like 1999 déjà vu.
But voices like Ross Mayfield, strategist at Baird, pushed back. “There needs to be demand for the chips,” he told CNBC. “The demand still being there – and Nvidia is obviously in the best position in the world to comment on that – I do think is reassuring that the level of spending capex isn’t completely circular.”
Mayfield also warned that tech could still face rough waters. “Even if you look at the late-’90s, we had big corrections in the Nasdaq every single year,” he said. “There could be several corrections, big corrections in tech stocks, you know DeepSeek-type moments, before we ultimately get to some sort of bull market top. I just don’t really feel that we’re close there.”
While stocks are flying high, Washington remains frozen. The Senate failed for the sixth time to move any of the proposed short-term funding bills. It’s now the second week of the government shutdown, and there’s still no deal to reopen operations. For now, the market seems to be ignoring the political mess—but that could change fast.
President Donald Trump threw more uncertainty into the mix on Tuesday, saying not all furloughed workers may get back pay. “It depends on who we’re talking about,” he told reporters. Military members could also miss their Oct. 15 paycheck if the standoff drags further. While Wall Street hasn’t blinked yet, the risk of lasting economic damage rises by the day.
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