American indices are starting the cash session with strong gains. The euphoria among investors is caused by assurances from the White House that bilateral talks with trade partners are progressing positively. Trump expressed satisfaction with some of the promises presented to the administration by partners.
At the time of publication, U.S. indices are posting gains of over 3.00%, accompanied by a 0.25% weakening of the dollar index. The rebound is particularly strong in the technology and BigTech sectors.
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American companies weighted by market capitalization. Significant gains are seen in Nvidia, AMD, AVGO — the semiconductor sector. Source: xStation 5
The US500 index lost nearly 22% of total market capitalization in the recent correction. However, since the indices managed to recover earlier losses by the close of yesterday’s session and ended with a total decline of 18.80%, the US500 officially avoided a technical recession (for now). Since yesterday’s low, the index has rebounded by 9.40% and is currently 13.80% below the peaks. Source: xStation 5
Company news
Humana (HUM.US) gains 12.63% after the CMS finalized a 5.06% average rate hike for 2025 Medicare Advantage payments—up from a proposed 2.23%, a 2.83-point increase, potentially adding over $25B in industry funding. Other insurers are also recording decent gains.
Broadcom (AVGO.US) surges 9.10% after announcing a $10B share buyback program through Dec 31, 2025. Buybacks may be executed via open market or private deals. The CFO emphasized strong cash flow and a commitment to shareholder returns.
Levi Strauss (LEVI.US) gains 1.20% following a Q1 beat on profit. Revenue up 3% Y/Y (9% organic), Levi’s brand +8% globally, gross margin rose to 62.1% (from 58.8%), and adjusted EBIT margin climbed to 13.4% (+400bps). The company reaffirmed FY revenue guidance (-1% to -2%) and raised the EPS midpoint to $1.225 (vs. consensus $1.22). Long-term goals: $10B in revenue, 15% operating margin.
RPM International (RPM.US) dips 4.80% after FQ3 results missed expectations: Revenue -3% Y/Y, affected by cold weather, wildfires, FX headwinds, and plant consolidation costs. Q4 FY25 outlook: flat sales, with low single-digit adjusted EBIT growth amid macro headwinds.
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