[Chart courtesy of MarketWatch.com][Chart courtesy of MarketWatch.com]Moving the marketThe S&P 500 and Nasdaq jumped early, powered by solid gains in Big Tech, as traders positioned for a packed week of earnings reports and the Fed’s first policy meeting on Wednesday. The Dow, however, stumbled out of the gate and stayed under pressure.Big Tech names led the charge: Apple climbed nearly 2%, Microsoft added 1.3%, and the whole sector got a boost from anticipation around upcoming results. More than 90 S&P 500 ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our New York headquarters. There's just an hour to go now until they're closing bell. Stocks mixed here with healthc care stocks weighing on the Dow. Our very own Enz Fer standing by with all the headlines. Nez. Yeah, Josh, we are watching uh the S&P 500 to see if we get to that record close for the S&P 500 on pace right now, up half of a percent over on the NASDAQ composite, up 1%. And then we've also been checking out the Dow that's down 8/ ...

Following the upward move seen in the previous session, the major U.S. stock indexes moved in starkly opposite directions during trading on Tuesday. While the Nasdaq and the S&P 500 saw further upside, the narrower Dow showed a notable pullback.The Nasdaq jumped 215.74 points or 0.9 percent to a nearly three-month closing high of 23,817.10, and the S&P 500 climbed 28.37 points or 0.4 percent to a record closing high of 6,978.60.Meanwhile, the Dow ended the day off its worst levels of the session but still ...

Tech giants gearing up to report quarterly results this week with investors closely watching the price tag for the AI buildout. On Wednesday, we're going to hear from Meta and Microsoft. And next week, Amazon and Alphabet are on deck.In all, the four companies are expected to spend over $400 billion in capital expenditures this year. That's according to estimates compiled by Faxet. And here to decode the AI messaging for this earning season, we got Alli Mogarabi, West End Capital Management senior equity an ...

Core Viewpoint - The market is overly focused on when Big Tech will monetize AI investments, while the real risk lies in the physical constraints of scaling AI infrastructure, particularly in power, cooling, and infrastructure needs [1][2]. Industry Insights - AI data center power demand is projected to surge significantly, with Wells Fargo estimating a 550% increase by 2026 and an astonishing 8,050% growth by 2030 [13][14]. - The International Energy Agency (IEA) projects global data center power demand to more than double from approximately 415 TWh in 2024 to around 945 TWh by 2030 [13]. - The Boston Consulting Group anticipates a growth in global data center power demand from 82 GW in 2025 to 127 GW by 2028, representing a 55% increase [17]. Company Focus: Bloom Energy - Bloom Energy is positioned to address the urgent power needs of AI data centers through onsite power generation using solid oxide fuel cells, reducing dependency on the grid [5][20]. - The company has seen strong revenue growth, reporting $519.05 million in Q3 2025, a 57.1% year-over-year increase, driven by demand for its fuel cell technology [33][36]. - Bloom Energy's product revenue grew by 64% year-over-year, with installation revenue spiking 105% year-over-year, indicating robust demand and favorable pricing [39][41]. Financial Performance - Bloom Energy's GAAP operating margin has improved, moving into positive territory, with adjusted operating profits growing by 470% year-over-year [41][43]. - The company reported positive operating cash flows and free cash flows in Q3 2025, indicating a strong financial position [47][51]. - Analysts expect adjusted EPS to grow by 95.9% year-over-year in 2026, reflecting strong operational efficiency and market demand [44]. Competitive Landscape - Power availability is a critical competitive advantage, as companies that can deploy GPUs faster will have a significant lead over those hindered by power constraints [9][10]. - Major tech companies like Microsoft and Meta are investing heavily in AI, with power availability being a key consideration for their data center expansions [7][12]. - Bloom Energy's ability to provide rapid onsite power solutions positions it favorably against traditional energy providers facing long interconnection timelines [24][26].

Our 72 hours to decide this rally as mega cap earnings, the Fed decision and potential government shutdown hang over this market. We'll discuss and debate with the investment committee and joining me for the hour today, Joe Terteranova, Stephanie Link, Shannet Sosha, and Jason Snipe. We will go to the markets.The Dow is red as you see. Everything else though is green led by the NASDAQ as we get ever closer to those mega cap earnings that will begin tomorrow. The S&P hitting a fresh all-time high today.Gold ...

Microsoft is heading into its earnings report this week facing what one analyst calls a "prove it" moment, with investors looking for signs that its massive AI bet is translating into sustained cloud ... ...

Wall Street is flirting with a record on Tuesday, as stocks zigzag under the market’s surface following mixed profit reports from UnitedHealth, General Motors and other big companies.The S&P 500 rose 0.5% and could top its all-time high set a couple weeks ago, even though slightly more stocks fell within the index than rose. The Dow Jones Industrial Average was down 288 points, or 0.6%, as of 11:45 a.m. Eastern time, and the Nasdaq composite was 1% higher.UnitedHealth Group tumbled 19.1% despite reporting a ...

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks in Focus on Wall Street. On January 26, Stifel analyst Brad Reback lowered the price target on the stock to $520.00 (from $640.00) while maintaining a Buy rating. The rating affirmation comes ahead of MSFT’s earnings report, with the firm citing near-term expense pressures limiting margin upside. Stifel anticipates Microsoft to exceed expectations for Azure cloud services growth by an estimated 200 basis points, reaching 39% growth on a constant ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...