*医疗保险股大跌，道指承压 *科技股领涨，财报季持续推进 周二，美股走势分化。标普500指数连续第五个交易日上涨，并创收盘纪录新高，纳斯达克综合指数同 步走强；但在医疗保险股大幅下挫拖累下，道琼斯工业平均指数明显回落。 截至收盘，道琼斯指数下跌408.99点，跌幅0.83%，报49003.41点；标普500指数上涨28.37点，涨幅 0.41%，报6978.60点；纳斯达克综合指数上涨215.74点，涨幅0.91%，报23817.10点。 标普500指数盘中一度触及6988.82点的历史高位，最终收于6978.60点，距离7000点心理关口仅约 0.3%。该指数今年以来已第四次刷新收盘纪录。纳指同样连续第五天上涨，目前距离2025年10月29日 的历史收盘高点仅低0.59%。 【热门股表现】 科技板块继续领涨。英伟达涨1.10%，微软涨2.19%，苹果涨1.12%，亚马逊涨2.63%，Meta涨0.09%，博 通涨2.44%，谷歌涨0.42%，超威半导体涨0.29%。特斯拉跌0.99%。 *聚焦美联储会议，黄金再创新高 | 苹果(APPLE) | 258.270 | 1.12% | | --- | --- | ...

IT之家 1 月 28 日消息，据外媒 arstechnica 报道，微软官方邮箱地址 no-reply-powerbi@microsoft.com 遭 黑客滥用，用于向用户发送钓鱼诈骗邮件。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：IT之家） 对此，微软发言人回应外媒称公司已关注到平台邮箱地址遭滥用情况，正在对此进行调查，暂时没有更 多信息。而网络安全公司 Proofpoint 的威胁研究员 Sarah Sabotka 指出，黑客很有可能滥用了 Power BI 的一项"将外部邮箱地址添加为订阅者"的功能，从该功能允许调用微软官方邮箱地址向指定用户群发内 容。 根据微软官方文档，这一"no-reply-powerbi@microsoft.com"邮箱地址与微软 Power BI 服务相关联，用于 向启用邮件功能的安全组发送订阅通知，为了避免被垃圾邮件过滤器拦截，微软还建议用户将相应地址 加入邮件白名单。 然而，有用户报告称，她在昨天收到来自上述邮件地址的诈骗邮件，声称她被扣除了 399 美元（IT之家 注：现汇率约合 2779 元人民币）费用，并附上一个电话号码，要 ...

[music] Hello and welcome to market domination overtime. Stocks closing the train day mixed. Our very own Ines Fay has the headlines.Enes. >> Yeah, Josh. And just taking a look at the three major averages.We're seeing the S&P 500 appearing to close just a hair above its last record high at 6978. Then also taking a look at the Nasdaq Composite up 9/10en of a percent and the Dow Industrial Average down 8/10en of a percent weighed by United Health. I do want to point out the US dollar because we have been seei ...

The S&P/TSX composite index was up 3.08 points at 33,096.40.Many economists expect no change in the Bank of Canada’s benchmark interest rate on Wednesday and possibly for the rest of the year. Financial market odds for a rate hold this week stood at 93% as of Tuesday afternoon, according to LSEG Data & Analytics.“Especially lately, people are really analyzing every little word that comes out from both central banks. It is expected, probably a hold here in Canada,” Inglis said.“Depending on what economist yo ...

[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 ...