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US STOCKS-Apple, Broadcom hold back Wall Street gains

Published 13/09/2019, 16:13
© Reuters.  US STOCKS-Apple, Broadcom hold back Wall Street gains
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* S&P, Dow opens higher for third straight session

* Trump says potentially open to interim trade deal with

China

* August retail sales rise 0.4% vs forecast of 0.2%

* Apple, Broadcom drag on Nasdaq

* Dow up 0.11%, S&P 500 flat, Nasdaq off 0.24%

(Updates to open, adds comments)

By Uday Sampath Kumar

Sept 13 (Reuters) - Losses for U.S. technology majors Apple

and Broadcom overturned early gains on Wall Street on Friday, as

traders balanced the latest indicators on an uncertain global

growth outlook with perceived progress in reducing Sino-U.S.

trade tensions.

Broadcom Inc AVGO.O , among the world's biggest chipmakers,

weighed on the tech-heavy Nasdaq after it said in results late

on Thursday that demand for microchips had bottomed out and that

a recovery was not yet on the cards. That pointed to more headwinds for tech companies buffetted

this year by the trade conflict and added to a handful of

negative signals for Apple, including a Goldman Sachs cut in its

price target for the stock, citing concerns over its new Apple

TV+ service.

After an otherwise upbeat start for Wall Street, the two

companies together were the main driver in bringing the S&P 500

back to earth.

Having risen to within 0.4% of its record high in early

trading, the benchmark index .SPX was up just 0.2% by 11 a.m.

et., with financial stocks .SPSY up 0.44%.

"The monitor would be painted with green if not for Apple,

Broadcom and Amazon," said Peter Cardillo, chief market

economist at Spartan Capital Securities in New York.

Banks .SPXBK followed U.S. Treasury yields higher after

data showed U.S. retail sales rose 0.4% in August, lifted by

spending on cars, building materials, healthcare and hobbies.

Economists polled by Reuters had forecast an increase of 0.2%. "(The data) demonstrates that consumers are still opening

their wallets as low unemployment and high consumer confidence

coupled with better wages is driving increased consumer

spending," said Moody's Vice President Mickey Chadha.

If early gains hold, markets are set for their third

straight week of gains, having already recouped losses from

August when escalating trade tensions and the inversion of a key

part of the U.S. yield curve drove investors toward assets

perceived to be safe-havens in the event of a downturn.

The doubts about growth remain but have been soothed this

week by a combination of signals of central bank support for the

economy and U.S. President Donald Trump's latest comments that

he was potentially open to an interim trade deal with China.

On Friday, China's official Xinhua News Agency said the

country would exempt some U.S. pork and soybeans from additional

tariffs on U.S. goods. Tyson Foods Inc TSN.N , the United States' largest meat

processor, rose 3.4%.

"If you are hoping for a trade deal, the comments that

President Trump made are probably the best you could expect

right now," said Robert Pavlik, chief investment strategist and

senior portfolio manager at SlateStone Wealth LLC in New York.

However, Pavlik added that a trade deal - interim or

otherwise - was not likely to be signed before the 2020

presidential election.

The trade conflict has taken a toll on U.S. manufacturing

and tempered global growth, with the International Monetary Fund

forecasting that the tit-for-tat tariffs between the United

States and China could reduce global GDP in 2020 by 0.8%.

Investors are now expecting the U.S. Federal Reserve to cut

rates at its policy meeting next week. The European Central Bank

announced a sweeping stimulus drive on Thursday to prop up the

euro zone economy.

At 10:12 a.m. ET the Dow Jones Industrial Average .DJI was

up 28.62 points, or 0.11%, at 27,211.07, the S&P 500 .SPX was

down 0.39 points, or 0.01%, at 3,009.18 and the Nasdaq Composite

.IXIC was down 19.78 points, or 0.24%, at 8,174.69.

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