Overview
On Friday, January 2, 2026, the U.S. stock market opened with a cautious atmosphere as investors marked the first trading day of the year. The S&P 500 showed fluctuations throughout the session, ultimately closing with a 0.2% gain.
| Nasdaq Composite | S&P 500 |
| Dow Jones Industrial Average | 1 South Korean won equals |
A Major News Story
The semiconductor sector spearheaded market gains, with NVIDIA rising by 1% and Micron surging over 10%. However, technology stocks, excluding semiconductors, faced a downturn. Concerns about industry changes brought by AI adoption continued to impact software stocks, with Salesforce and CrowdStrike seeing significant declines. Health sector stocks also dropped by over 2% due to lower-than-expected Q4 performance reports. Bond yields rose, with the 10-year Treasury yield increasing slightly to 4.19%.
Tomorrow's Economic Indicators
| Release Time | Indicator |
|---|---|
| January 5, 2026 | U.S. ISM Manufacturing Index |
A General Opinion
Today's session contrasted with recent years' declining trends on the first trading days, as the market closed in positive territory. Analysts speculate on potential rotations between technology and non-technology stocks, with a generally moderate upward trend expected. Observers will closely watch bond yields, as rapid increases could pressure the stock market. Traders continue to adjust their strategies based on short-term volatility, with a 'buy the dip, sell the rally' approach prevailing.
