Today: 25 May 2026

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks stock extends rally after Microsoft’s Maia 200 launch puts AI networking back in focus

Arista Networks shares rose nearly 2% to $146.62 Tuesday, extending a 5.4% jump from the previous session and lifting its market value to about $183 billion. The gains followed Microsoft’s launch of the Maia 200 AI chip, which relies on Ethernet networking, and a bullish analyst note highlighting benefits for Arista. Investors await Microsoft’s earnings Jan. 28 and Arista’s report Feb. 12.
27 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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Home Depot stock price slips as contractor AI tool launches and the Fed looms

Home Depot stock price slips as contractor AI tool launches and the Fed looms

Home Depot shares fell 1.9% to $379.20 Tuesday, underperforming as housing-related stocks declined. The drop followed weak U.S. consumer confidence data, which hit its lowest since 2014. On Monday, Home Depot launched its “Material List Builder AI” tool for professional users. Investors are watching for Wednesday’s Fed decision and Home Depot’s Feb. 24 earnings report.
27 January 2026
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Chevron stock price edges up on Iraq oilfield talks, Venezuela sanctions shift ahead of earnings

Chevron stock price edges up on Iraq oilfield talks, Venezuela sanctions shift ahead of earnings

Chevron shares rose 0.3% to $167.93 Tuesday as investors watched talks over Iraq’s West Qurna 2 oilfield and higher crude prices following U.S. supply disruptions. Reuters reported Chevron is seeking improved terms from Iraq before taking over the field from Lukoil, which faces a Feb. 28 sanctions deadline. The U.S. is also preparing a broader Venezuela license that could affect Chevron’s operations. Quarterly results are due Friday.
27 January 2026
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Natural gas prices swing again after Winter Storm Fern — Henry Hub traders eye Thursday storage data

Natural gas prices swing again after Winter Storm Fern — Henry Hub traders eye Thursday storage data

U.S. natural gas futures fell 2.7% to $6.62 per MMBtu Tuesday, retreating from a 29% surge that sent prices to their highest since December 2022. The drop followed easing cold weather after Winter Storm Fern, which had cut Lower 48 production by up to 20 billion cubic feet per day and sent Northeast spot prices briefly to $150. LNG exports remain constrained as freeze-offs persist.
27 January 2026
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AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

AI stocks rise as Nvidia and Microsoft climb into earnings week — what investors watch next

Nvidia rose 1.7% and Microsoft gained 2.3% Tuesday as AI-linked stocks outperformed the broader market. S&P Global estimates capex by major tech firms jumped over $45 billion in 2025, with total spending expected to approach $500 billion in 2026. Microsoft unveiled its Maia 200 AI chip, set to launch in Iowa and Arizona data centers. Meta and Microsoft report earnings Wednesday, with investor focus on AI investment returns.
27 January 2026
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Silver price stays above $100 after record spike as Fed decision looms

Silver price stays above $100 after record spike as Fed decision looms

Spot silver jumped 4% to $108.05 an ounce Tuesday after hitting a record $117.69 the previous day. Retail traders poured $171 million into the iShares Silver Trust on Monday, with activity in silver ETFs rivaling tech stock frenzies. CME metals contracts hit a record 3.3 million traded Jan. 26. Shanghai silver traded at a $14 premium to London as Chinese demand surged.
27 January 2026
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Caterpillar stock rises after Jefferies lifts CAT target to $750, with earnings next

Caterpillar stock rises after Jefferies lifts CAT target to $750, with earnings next

Caterpillar shares rose about 0.4% to $638.49 Tuesday after Jefferies raised its price target to $750 and kept a Buy rating. The company reports fourth-quarter and full-year earnings Thursday morning. Wall Street expects earnings of $4.67 per share on $17.89 billion in revenue. Investors are watching for the Fed’s rate decision Wednesday and ongoing tariff impacts on industrials.
27 January 2026
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Stock Market Today

  • New Fed Chair Kevin Warsh Faces First Market Test on June 17
    May 25, 2026, 4:46 AM EDT. Kevin Warsh, the new Federal Reserve Chair, faces his first major test on June 17 during the FOMC press conference. Rising inflation pressures from President Trump's tariffs and soaring oil prices due to the Iran conflict challenge his leadership. Despite a strong employment market, concerns about AI-driven job disruption loom. The S&P 500 remains near record highs, signaling cautious investor optimism. Market data from the Atlanta Fed shows low odds of immediate rate hikes or cuts, with investors hoping Warsh signals stability and gradual policy changes. Warsh's prior calls for 'regime change' at the Fed and views that AI helps reduce inflation add complexity. His stance could shift markets, potentially unsettling investors expecting steady policy amid current economic tensions.

Latest articles

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 25.05.2026

25 May 2026
Barclays shares have climbed nearly 30% in the past year after reporting a 6% income rise to £8.2 billion in March and lifting its return on tangible equity target above 14% by 2028. The bank plans to return over £15 billion to shareholders from 2026 to 2028. Most analysts rate the stock as Buy or Outperform. Risks include reliance on AI-driven cost cuts and possible economic slowdowns tied to inflation and the Iran conflict.
Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

Netflix Stock Is Paused for Memorial Day. Wall Street Is Watching Its $3 Billion Ad Bet

25 May 2026
Netflix shares closed at $88.60 Friday, down 0.8% for the day but up 1.8% for the week, outperforming the Nasdaq Composite. The company told advertisers its ad-supported plan now reaches over 250 million monthly viewers and will expand to 15 more countries in 2027. First-quarter revenue rose 16% to $12.25 billion. The board approved an additional $25 billion in share buybacks.
ServiceNow Bounces; Investors Look to Post-Holiday Moves

ServiceNow Bounces; Investors Look to Post-Holiday Moves

25 May 2026
ServiceNow shares closed at $102.13 Friday, up 2.45% on the day and 7.4% for the week after a sharp Monday rally. Shareholders approved a 38 million-share increase to its equity incentive plan. BofA reinstated coverage with a Buy rating and a $130 price target. U.S. markets are closed Monday for Memorial Day.
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