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📉 TL;DR – The Week in 60 Seconds
Stocks took a breather after last week’s record highs: the S&P 500 finished the week down as investors replayed one question—does AI help profits…or crush them? A sharp Thursday selloff hit big tech and spread into smaller companies, even as Friday’s cooler inflation report helped stabilize the tape.
Gold jumped back above $5,000/oz, but Bitcoin cooled after early-week strength. This week, the market’s mood will hinge on more data, how many Fed speakers push back on rate-cut hopes, and whether tech can prove the AI story is still a tailwind, not a wrecking ball.
Quick Levels → Last week’s change
S&P 500: 6,836.18 | ↓1.39% Nasdaq 100: 24,732.73 | ↓1.37% Dow: 49,500.94 | ↓1.23% Russell 2000: 2,646.70 | ↓0.89% | Gold/oz: $5,004 | ↑1.57% Silver/oz: $77.12 | ↓0.63% Bitcoin: $68,658 | ↓2.14% US Dollar Index (DXY): 96.88 | ↓0.77% |
🚀 Top Movers Last Week
Source: Oracle
Vertiv (VRT) ↑19.92% — Strong earnings, record backlog, and 2026 outlook soothed fears AI data-center spending is slowing.
Oracle (ORCL) ↑12.13% — Investors cheered its plan to raise $45–$50B for AI cloud buildout, meeting contracted demand.
Constellation Energy (CEG) ↑10.33% — Data-center power deals, including new 380-MW agreement with CyrusOne revived the AI-electricity growth story.
Applied Materials (AMAT) ↑10.05% — Blowout quarter and upbeat guidance, as AI-driven chip demand drives tool orders higher.
Mattel (MAT) ↓23.36% — Weak profit forecast and holiday-quarter miss slammed shares despite a big buyback plan.
Apple (AAPL) ↓8.03% — Siri AI upgrade delays and fresh FTC questions around Apple News hit investor confidence.