Updated
Updated · The Associated Press · Aug 5
Dow Hits Record 54,349 as Nasdaq Drops 0.8% on Tech Slump
Updated
Updated · The Associated Press · Aug 5

Dow Hits Record 54,349 as Nasdaq Drops 0.8% on Tech Slump

3 articles · Updated · The Associated Press · Aug 5

Summary

  • 263-point Dow gains pushed the index to a record 54,349.12, but the S&P 500 slipped 0.2% and the Nasdaq fell 0.8% as Wall Street finished mixed near all-time highs.
  • A 4% drop in Alphabet and a 1.1% fall in Microsoft weighed on tech, while SpaceX sank 13.6% after its first public quarterly report showed sharply higher AI spending.
  • Earnings still supported the broader market: Disney rose 3.6% after beating profit forecasts, and Booking Holdings jumped 6.6% on strong travel demand.
  • Brent crude held near $79.45 a barrel as investors watched Trump's comments that a deal to reopen the Strait of Hormuz could come soon, though the five-month Iran conflict still clouds inflation and Fed policy.
  • Three-quarters of S&P 500 companies have reported, and Wall Street expects roughly 50% profit growth overall, with Friday's July jobs report the next major test for markets.

Insights

Can the stock market sustain its record-breaking rally if heavy AI capital spending fails to deliver durable cash flow?
With Pixar's value hitting $16 billion, is Disney's massive box office success masking deeper weaknesses in its entertainment empire?
Will SpaceX's deployment of Nvidia chips in space trigger a hardware monopoly that crushes AMD's future prospects?