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US stocks jump on infrastructure stimulus, Alphabet sends Trade Desk stock surging

US markets all jumped in unison behind the Dow Jones, which added 1%, the Nasdaq 0.7% and the S&P 500, up 0.6% with the latter two being more record closes.

Overnight it was all about infrastructure stimulus, with President Biden announcing a pared-back spending package totalling around US$600 billion which would be directed to the country’s ailing physical infrastructure, public transport and water pipes.

There were also positive signs for Tesla (NASDAQ: TSLA) with charging stations an important plank of the package, sending shares 3.5% higher.

Despite the seemingly expensive valuations of companies in the sector, including Caterpillar (NYSE: CAT), industrial companies rallied most strongly.

On the other hand, employment data was weaker than expected with unemployment benefits printing at 411,000, a slight improvement from 412,000 the week prior and worse than 380,000 estimated.

Finally, Alphabet (NASDAQ: GOOGL) confirmed it would be holding off on the banning of third party cookies from its browser for several years. Alphabet shares finished 0.3% higher, while programmatic advertiser Trade Desk (NASDAQ: TTD) surged 16% on the news.

Featured video: Buying into innovation with Simon Erickson, 7Investing

US stock market movers

Here’s how other popular US stocks performed overnight.

  • Farfetch (NYSE: FTCH) up 6.0%
  • Pinduoduo (NASDAQ: PPD) up 5.0%
  • Spotify (NASDAQ: SPOT) up 2.9%
  • Shopify (NASDAQ: SHOP) down 1.4%
  • Amazon (NASDAQ: AMZN) down 1.6%
  • Biogen (NASDAQ: BIIB) down 6.1%

Back home on the ASX, the S&P/ASX 200 (ASX: XJO) is expected to follow US markets higher at the open on Friday. For all the latest, check out Rask Media’s ASX 200 morning report.

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

Information warning: The information on this website is published by The Rask Group Pty Ltd (ABN: 36 622 810 995) is limited to factual information or (at most) general financial advice only. That means, the information and advice does not take into account your objectives, financial situation or needs. It is not specific to you, your needs, goals or objectives. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. Please read our Terms and Conditions and Financial Services Guide before using this website. The Rask Group Pty Ltd is a Corporate Authorised Representative (#1280930) of AFSL #383169.


Disclosure: At the time of publishing, Drew owns shares in Trade Desk.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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