Wall Street Today in the Buzz

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Find out what happening right now and get all the pieces of the puzzle on important data activity before the major news sources break the story and see what are the trends
 

•  05 Jan 2026
 

Wall Street opened the week with a clear risk-on tone as investors responded to dramatic geopolitical developments and a renewed bid in AI and energy stocks. Major indices pushed higher, with the Dow Jones up about 0.7%, the S&P 500 gaining roughly 0.5%, and the Nasdaq rising close to 0.6%, signaling an attempt to halt the recent tech-led pullback. For traders, the message was familiar: uncertainty can shake markets, but it can also reset positioning and revive momentum.

$NVDA returned to favor as easing inflation concerns and stable bond yields encouraged selective risk-taking. Nvidia moved higher alongside the broader chip sector, reflecting continued confidence that AI infrastructure spending remains a long-term priority despite short-term volatility.

$AMD Advanced Micro Devices gained nearly 3% ahead of CEO Lisa Su keynote at CES, with investors positioning for potential signals on AI chip demand and competitive traction. The stock’s move highlights how sensitive the market remains to any indication of sustained enterprise and data-center spending.

$CVX surged as investors reassessed the long-term implications of U.S. military action in Venezuela. Chevron, still the largest U.S. oil company with exposure in the country, rallied as markets priced in the possibility of regained assets and strategic influence in a region holding vast oil reserves.

$XOM The strength in Chevron spilled over into the broader energy complex. Exxon Mobil advanced alongside service and exploration names as geopolitical risk restored a premium to the sector, even as oil prices themselves edged slightly lower.

$SLB Oil services stocks were among the strongest performers, with Schlumberger jumping sharply as traders anticipated increased long-term activity and investment across global energy infrastructure.

$HAL Halliburton followed with strong gains, reinforcing the view that service providers could benefit disproportionately if geopolitical shifts translate into renewed drilling and development cycles.

$TSLA Tesla drew attention after reporting a 16% decline in quarterly deliveries, yet the market reaction remained muted. Many investors increasingly frame Tesla as an AI and robotics company rather than a pure automaker, with future value tied to autonomy, software, and robotics rather than near-term vehicle volumes.

$COIN strengthened as Bitcoin climbed back above $93,000. Coinbase jumped after a positive analyst upgrade, reflecting renewed confidence in trading volumes and institutional engagement as risk appetite improves.

$MSTR MicroStrategy rose alongside Bitcoin, continuing to trade as a high-beta proxy for crypto sentiment. The move underscores how closely digital asset exposure remains tied to broader market psychology.

$HOOD Robinhood advanced as well, benefiting from improving sentiment across both equities and crypto. Retail participation tends to recover quickly when volatility stabilizes and directional conviction returns.

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