Stock Market Today With IBD Stocks Edge Up To Fresh Highs. Tesla, Broadcom, Astera Labs In Focus.
Oct 2, 2025
In this engaging discussion, Ed Carson, IBD's news editor and market analyst, shares insights on the current market trends. He highlights key stocks like Tesla and Broadcom, explaining the impact of Tesla's record deliveries and optimism around self-driving technology. Ed also delves into market breadth, linking it to sector performance, particularly in AI and growth names. Notably, he discusses the recent bounce of Astera Labs and the factors influencing movements in treasury yields amid economic uncertainty.
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Sustained Six-Month Rally
- The market has delivered a steady rally for about six months with few meaningful pauses.
- Strength shows in weekly and monthly trends more than in daily moves.
Equal-Weight ETF Leads Recovery
- Equal-weighted NASDAQ 100 (QQEW) led recent new highs after lagging earlier.
- That shift signals broader growth-stock strength, not just mega-cap leadership.
Yields Fall As Data Disappears
- The 10-year Treasury yield remains in a downtrend and recent weak ADP data pushed yields lower.
- Reduced government data flow (shutdown) removes near-term economic signals for markets.