US markets closed mixed on Tuesday. The Dow set a fresh record at 52,003, up 0.64%.
The Nasdaq went the other way, down 1.15%. Megacap tech sold off ahead of the Fed decision.
The main story was AI infrastructure. CoreWeave (CRWV) jumped 9.67% on its Nasdaq-100 inclusion, and Fermi (FRMI) rose 5.3%. Keel Infrastructure also gained on AI optimism.
One caution flag stood out. The Information reports OpenAI burned 3.7 billion dollars in Q1 2026. HSBC also partnered with Google Cloud to scale its AI capacity.
Five stocks moved hard on their own catalysts. All are available on Gotrade.
| Stock | Movement | What to Watch |
|---|---|---|
| CoreWeave (CRWV) | +9.67% | Jumped on Nasdaq-100 inclusion. Watch if index-driven inflows hold. |
| Fermi (FRMI) | +5.3% | Rose on OpenAI buzz. AI-infrastructure sentiment is the driver. |
| Bath & Body Works (BBWI) | +8% | Sale-launch rally. Watch retail momentum into the shopping season. |
| Roblox (RBLX) | +8% | Up on new minor-user accounts. Engagement growth is the signal. |
| Moderna (MRNA) | +6% | Higher on plans for three new vaccine launches. Pipeline catalyst in focus. |
The Fed rate decision is tonight's biggest catalyst. It is the first FOMC meeting under Chair Kevin Warsh. The policy signal will set risk appetite.
On earnings, Jabil (JBL) reports before the open. Consensus sees about 3.10 dollars EPS on 8.61 billion dollars in revenue. AI and cloud infrastructure demand is the focus.
KB Home (KBH) follows after the close. Investors want housing demand trends and FY2026 guidance. The mortgage-rate impact is the swing factor.
US futures edged higher into the Fed decision. Megacap tech stays the main pressure point after Tuesday's selloff. The Dow held up on rotation into industrials and value.
Beyond the watchlist, Eos Energy (EOSE) rose 6.7% as its new site began production.
Oil slumped more than 5%. WTI fell to around 76.9 dollars and Brent to 78.82 dollars on US-Iran deal expectations and a possible Strait of Hormuz reopening.
Gold went the other way, up 3.19% to 4,373 dollars as a safe-haven bid built into the Fed.
Tonight is about balance. The AI rally and the retail movers show risk appetite is alive. But the Fed decision can flip the market mood fast.
If you hold any of these names, watch the post-decision reaction before adding or trimming.
Want to track these movers live? Check watchlist on Gotrade.
Disclaimer
Gotrade is the trading name of Gotrade Securities Inc., which is registered with and supervised by the Labuan Financial Services Authority (LFSA). This content is for educational purposes only and does not constitute financial advice. Always do your own research (DYOR) before investing.
