The stock market moved higher on Tuesday as improving investor confidence fueled a rally in semiconductor and AI-related technology stocks. Positive expectations for corporate earnings and the overall economic outlook continued to bolster equities, with market optimism outweighing lingering concerns over geopolitical tensions.
Overall, S&P 500 rose 0.8% to 7,499, while Nasdaq jumped 1.5% to 26,214.
Tweet of the Day
$BE – Bloom Energy.
Down 18.5% on Friday alone. Here’s why and why Monday could be a buying opportunity.
FTSE Russell confirmed $BE graduated from the small-cap Russell 2000 directly into the large-cap Russell 1000 after Friday’s close.
The selling was entirely mechanical -… pic.twitter.com/V8iSg5IDhR
— Oli (@OInvests) June 27, 2026
Chart of the Day
Here is the one-year chart of Vertiv (VRT) as of June 2, 2026, when the stock was at $334.
Vertiv, which provides power and cooling solutions to datacenters, believes the next phase of AI infrastructure will be driven by complete data center systems rather than individual products.
Management stated that customers increasingly want integrated solutions that combine power, cooling, IT infrastructure, and services into a single platform.
Vertiv highlighted growing adoption of its OneCore and SmartRun offerings, which are designed to simplify and accelerate AI data center construction. These solutions help customers deploy infrastructure faster and reduce construction time:
- OneCore: a full, ready-to-scale data center solution designed to simplify and speed up large deployments.
- SmartRun: a prefabricated system that helps accelerate data center build-outs while lowering labor costs.
VRT is part of the Growth Portfolio and Focus List.
