시황 정리 US Stock Market Summary for August 25, 2026
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Market Summary
New York markets rose again, led by technology stocks. The trigger was oil prices. News that Iran and Oman are discussing reopening the blocked shipping lane sent international oil prices down more than 3% (Bloomberg). As inflation fears eased, Treasury yields followed lower, and technology stocks, which benefit when interest rates fall, posted the biggest gains (Reuters). It was a day where semiconductors — the sole decliner the previous session — were first to get back up.
Sector & Asset Trends
A single oil-price drop redrew the entire sector map. When crude falls, beneficiaries and revenue-losers move in opposite directions, and that was exactly today's picture. The money that had fled to defensive plays the previous day rotated back in just one session, returning to technology stocks.
Key Stock Movers
Winners were concentrated in semiconductors and pharma, while losers clustered in energy and software — a clean split.
Key Calendar
> Key events for the next trading day are displayed automatically.
Expert Commentary
> "There are many competing forces pulling at the bond market, geopolitics, and oil. Even so, our outlook for the U.S. economy over the next 12 to 18 months is quite positive."
> — Joe Quinlan, Head of Market Strategy, Merrill Lynch Private Bank
> "Nvidia has beaten expectations every quarter for two years and doubled its revenue, but the stock has gone nowhere since the prior earnings report. That tells you the market has already priced in perfection and moved on to its next question."
> — Mark Malek, Chief Investment Officer, Sievert Financial (Kiplinger Market Report, August 25)
> "The consensus is near $104 billion, but the buy side whispers a higher number. The stock lives and dies in that gap."
> — Mark Malek, Chief Investment Officer, Sievert Financial (Kiplinger Market Report, August 25)
Technical Signals & Outlook
Today's technical signals were an even 120 bullish versus 120 bearish. What's interesting is where the divergences appear. Advanced Micro Devices ($AMD), up 4.91% today, and Nvidia ($NVDA) remain on bearish signals (MACD death cross — short-term trend below long-term trend), while Alphabet ($GOOG) and Amazon ($AMZN), which were quiet today, are actually in oversold territory (Stochastic overbought at the bottom). In other words, one day's rebound has not flipped the trend. Individual stock signals are compiled at View Today's Signals. Tomorrow, all you really need to watch is Nvidia's earnings. That's where we learn whether today's rebound was real.
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