After Monday's rough ride courtesy of the Bank of Japan, U.S. markets decided Tuesday was a much better day to rally. Stocks posted a modest but welcome rebound as the global bond selloff finally took a breather, and MongoDB Inc. (MDB) reminded everyone why blowout earnings still matter with a spectacular 25% surge.

The S&P 500 added 0.4% by midday in New York, but tech stocks were really running the show. The Nasdaq 100 climbed 0.9%, with semiconductors leading the charge and setting an optimistic tone for the sector.

MongoDB's Moment

MongoDB (MDB) reached an 18-month high after absolutely crushing Street expectations and delivering guidance that had investors scrambling to get in. The database company's performance wasn't just good for its own shareholders; it revived momentum across the broader tech landscape and particularly energized semiconductor stocks.

Speaking of chips, Intel Corp. (INTC) added 6%, extending a rally that started last week after chatter emerged about a potential supply deal with Apple Inc. (AAPL). Sometimes momentum feeds on itself, and Tuesday was one of those days for the semiconductor space.

Boeing Takes Flight

Outside the tech bubble, Boeing Inc. (BA) had its best day since April with a 9% jump. The aerospace giant's CFO gave investors something to cheer about: projections for higher 737 and 787 deliveries in 2026, and crucially, expectations that free cash flow will turn positive next year. The target is "low single-digit billions" after burning through roughly $2 billion in 2025. For a company that's had more than its share of troubles, that's the kind of concrete guidance Wall Street wanted to hear.

Crypto Rebounds Sharply

The cryptocurrency market bounced back with authority. Bitcoin climbed 5.5% to reclaim the $90,000 level, recovering nicely from Monday's 4.5% slide. That's the thing about crypto volatility: it cuts both ways, and Tuesday was an up day.

Strategy Inc. (MSTR), the bitcoin reserve company formerly known as MicroStrategy, rose 7%, notching its biggest one-day gain since July. The catalyst? Asset manager Tidal Investments disclosed a $60 million stake, which apparently was enough to remind investors that institutional money is still flowing into bitcoin exposure.

Ethereum rallied 7% above $3,000, while Solana (SOL) jumped 10% to $140. When Bitcoin catches a bid, the rest of the crypto ecosystem tends to follow, and Tuesday was no exception.

Bonds Stabilize After Monday's Chaos

In the bond market, things settled down considerably. Thirty-year Treasury yields steadied near 4.75% after Monday's spike, which had been triggered by Bank of Japan Governor Kazuo Ueda signaling that a rate hike could be on the table at the next meeting. The iShares 20+ Year Treasury Bond ETF (TLT) traded flat after Monday's painful 1.6% drop.

Sometimes the most important market news is when things stop getting worse, and Tuesday's bond market calm was exactly that kind of relief.

Commodities Mixed

In commodities, gold slipped 1% to $4,190, while silver held near record highs at $58 per ounce. The precious metals complex continues to reflect uncertainty about rates, inflation, and geopolitical tensions, with silver in particular showing remarkable strength.

Tuesday's Performance In Major US Indices, ETFs

Looking at the major ETFs, the picture was broadly positive with tech leading:

• The Vanguard S&P 500 ETF (NYSE:VOO) was up 0.3% to $627.45.
• The SPDR Dow Jones Industrial Average (NYSE:DIA) inched 0.6% higher to $475.78.
• The tech-heavy Invesco QQQ Trust Series (NASDAQ:QQQ) rallied 0.8% to $621.90.
• The iShares Russell 2000 ETF (NYSE:IWM) edged 0.3% higher to $246.26.
• The Technology Select Sector SPDR Fund (NYSE:XLK) outperformed with a 1.2% gain, while the Energy Select Sector SPDR Fund (NYSE:XLE) lagged with a 1.1% decline.

Russell 1000's Top 5 Gainers On Tuesday

Russell 1000's Top 5 Losers On Tuesday