Business Trends
Walmart shares climbed after the retailer was added to the Nasdaq 100 and unveiled deeper AI-powered shopping integrations with Google’s Gemini, highlighting its shift toward e-commerce and technology-driven retail.
Macro
Gold and silver jumped as investors reacted to news that the Justice Department subpoenaed the Federal Reserve, raising concerns about central bank independence and pressuring U.S. stocks and the dollar.
Innovation & Tech
Alphabet crossed a $4 trillion market valuation as investors responded to accelerating AI adoption, expanding commercial partnerships, and growing confidence in Google’s role across cloud, devices, and next-generation digital commerce.
Sector
Intel shares surged after President Trump praised the chipmaker’s progress following a White House meeting with CEO Lip-Bu Tan, highlighting government backing, U.S. manufacturing efforts, and momentum behind Intel’s next-generation processors.
Innovation & Tech
Meta is securing long-term nuclear energy to power its AI data centers, partnering with multiple nuclear providers to support its Prometheus supercluster. The deals highlight how AI’s power demands are reshaping energy strategy across the tech sector.
Sector
Applied Digital shares surged after the company reported a sharp revenue increase, beat earnings expectations, and disclosed advanced talks with a hyperscaler for large-scale data center capacity, reinforcing investor focus on AI-driven infrastructure demand.
Macro
The Supreme Court declined to issue a ruling today on President Trump’s tariff authority under the IEEPA. While no decision came, the eventual outcome remains a key risk factor for companies, the bond market, and the broader economy.
Macro
Markets are bracing for a Supreme Court ruling on President Trump’s tariff authority, a decision that could immediately affect trade policy, corporate costs, government revenue, and investor sentiment across multiple sectors.
Earnings
Constellation Brands shares surged after quarterly results topped expectations, easing investor concerns despite year-over-year declines and a lowered fiscal 2026 outlook.
Sector
Defense stocks surged after President Trump proposed a sharp increase in U.S. military spending, driving gains across major contractors and smaller defense technology firms, including Kratos Defense & Security Solutions.
Macro
U.S. housing-related stocks moved lower after President Trump said he plans to ban institutional investors from buying single-family homes, a proposal that raised fresh questions about real estate demand, affordability, and the role of large asset managers.
Innovation & Tech
Intel shares moved sharply higher as investors reacted to a series of partnerships, leadership changes, and CES product launches that reshaped market expectations around the company’s turnaround and long-term positioning.