21HΒ·

Today's insight

🟒 $SPX500 – +1.13% Today, All-Time Highs

The S&P 500 is up +1.13% today, smashing fresh all-time highs as softer July CPI data (+2.7% YoY vs 2.8% expected) fuels Fed rate cut hopes for September.


Key Levels: Support 6,350–6,370, Resistance 6,460–6,480.


Momentum: RSI bullish, no extreme overbought signals yet.

🟒 $DJ30 – Blue Chips Powering Higher

The Dow Jones gains in line with the S&P, driven by cyclicals and financials. Price action remains comfortably above major moving averages.


Key Levels: Support 44,150–44,200, Resistance 44,500–44,650.

πŸ’‘ AI & Big Tech Highlights

  • $INTC (+1,44%) : strong semiconductor rebound with political tailwinds πŸ–₯️⚑
  • $META (-1,63%) , $LRCX (+0,95%) , $SEA: strong buy signals after solid earnings
  • Semiconductor subindex: +3% today β€” AI momentum remains alive and kicking

🏦 European Banks β€” Movers Today

  • $UCG (-0,15%) , +4.77% last 7 days β€” in a strong bullish trend, near yearly highs, riding solid earnings and aggressive buybacks
  • $ISP (+0,83%) β€” consolidating above key levels, with one of the highest dividend yields in the sector
  • $BPE (+1,95%) β€” extending recent weeks’ rally, backed by strategic acquisitions and ~7% dividend yield
  • $BBVA (+0,95%) βˆ’, H1 2025 net profit up +31% YoY with a sustainable payout and strong international footprint
  • $$CE (+0,07%) β€” highly capitalized and conservative strategy, appealing for stable yield-focused investors

The European banking sector retains a relative strength profile compared to other cyclicals, supported by resilient earnings, generous dividends, and strategic M&A. UniCredit and BPER stand out for technical momentum, BBVA for earnings growth, and Credem for long-term stability.

πŸ“ My Take

US markets are in full post-CPI rally mode, with S&P 500 and Dow Jones posting strong trends. AI and Big Tech remain the growth engines, while European banks deliver a rare mix of yield, earnings power, and strategic positioning.

Follow my profile (https://www.etoro.com/people/farlys) for clear, data-backed breakdowns on top opportunities β€” from Wall Street growth leaders to high-yield European financials. πŸ“ˆπŸš€πŸ’Ž

$SPX500 $DJ30 $INTC $META $UCG.MI $ISP.MI $BPE.MI $BBVA.MC $CE.MI

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