Stock market today: Dow ekes out fresh record, S&P 500, Nasdaq rally for 2nd day as tech bounce back continues
View original at finance.yahoo.comStock market today: Dow ekes out fresh record, S&P 500, Nasdaq rally for 2nd day as tech bounce back continues US stocks rose on Monday, continuing a bounce back from a turbulent week that ended with the Dow closing above 50,000 for the first time, as investors face another busy schedule of earnings and economic data…
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As we started 2026, these negative situations have all improved
80% confidenceThe current Bitcoin price action is a mere crisis of confidence. Nothing broke, no skeletons will show up
80% confidenceOur performance in 2025 was negatively affected by persistently weak production levels from the automotive sector throughout the entire year, an expiring five-year slab contract becoming value-destructive during its last year, and a newly adverse dynamic in the Canadian market
80% confidenceWe are now more positive on OpenAI, based on changes in strategy, new frontier models, the pressure on Google's competitors from its recent ascent, and progress on its fundraising efforts
80% confidenceSoftware isn't dead. We believe companies will continue to pay for Oracle's products and that they will not be vibe coded away
80% confidenceThe Bitcoin bear case is the weakest in its history
80% confidenceInitial negotiations with Iran were very good
80% confidenceOur advanced semiconductor solutions will directly power AWS's next-generation infrastructure, enabling their customers to push the boundaries of AI, high-performance computing, and digital connectivity
80% confidenceIn an AI world, Bitcoin and crypto are not interesting enough
80% confidenceThis strategic engagement establishes ST as an important supplier to AWS and validates the strength of our innovation, proprietary technology portfolio, and proven manufacturing-at-scale capabilities
80% confidenceOpenAI already has as much as $40B of cash on hand and may be raising as much as another $100B by the end of the quarter
80% confidenceWe believe that a revamped OpenAI will return to its position as Google's top challenger and with a fresh stack of capital be able to live up to its obligations this year, including to Oracle
80% confidence