November 3, 2025 — Global Markets Update
Major U.S. stocks traded mixed on Monday as investors evaluated a fresh round of corporate earnings and economic data ahead of this week’s Federal Reserve commentary. Among the most active movers in today’s session were Amazon (NASDAQ: AMZN), Kenvue (NYSE: KVUE), and Kimberly-Clark (NYSE: KMB) — each drawing attention for different reasons.
Amazon Rises on Strong Holiday Forecasts
Amazon shares climbed over 2% in morning trade after the e-commerce and cloud giant issued optimistic guidance for the upcoming holiday season. Analysts noted that strong consumer spending and robust demand for Prime deals may boost Amazon’s fourth-quarter revenue. The company’s continued growth in AWS and advertising segments also contributed to investor confidence.
Kenvue Declines Amid Consumer Health Challenges
Kenvue, the consumer health spin-off from Johnson & Johnson, slipped nearly 3% as investors reacted to softer-than-expected sales in personal care products. Analysts suggested that inflationary pressures and slowing household demand could weigh on Kenvue’s short-term margins. Still, the company reiterated its full-year earnings outlook, signaling management’s confidence in the long-term strength of its brand.
Kimberly-Clark Edges Lower After Cost Concerns
Kimberly-Clark shares traded down about 1% after the paper goods manufacturer flagged higher input costs in its latest financial report. Despite steady demand for essential products like Huggies and Kleenex, rising raw material and logistics expenses remain a concern. The company emphasized ongoing cost-cutting efforts and a focus on supply chain efficiency to offset inflationary trends.
Market Overview
The broader S&P 500 hovered near flat, while the Dow Jones Industrial Average showed mild gains, supported by healthcare and energy stocks. The Nasdaq Composite rose as investors favored large-cap technology stocks. Analysts expect market volatility to continue this week as Wall Street digests employment data and inflation indicators.
Investors are advised to monitor upcoming earnings calls and macroeconomic updates for further direction. Market sentiment remains cautious but resilient amid evolving global conditions.