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Meta Platforms and Microsoft Corporation shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers.
Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure.
US cuts China tariffs after Donald Trump met Xi Jinping in South Korea, after China agreed to buy US soybean, remove rare earths export curbs, and crack down on fentanyl trade.
Elena Casas explains the top market moving news of the day.
Kevin Green kicks off the trading day with his eyes overseas. He's watching developments with China ahead of Pres. Trump and Pres. Xi's highly-anticipated meeting, with particular attention to the soybean trade. KG notes positive commentary around a trade deal with South Korea.
Domestically, the Fed's decision to cut rates by 25bps is largely anticipated, but KG says investors should pay attention to quantitative tightening (QT) measures by the central bank. He says if the Fed changes course on QT it could help push mortgage rates down, which could help not only homebuyers but also homebuilders.
On the earnings front, KG looks at Boeing's (BA) "stabilizing report" and Caterpillar's (CAT) revenue growth thanks in part to the buildout in A.I. data centers. For today's session, he's looking at S&P 500 (SPX) upside to $6960, with downside to $6850. KG adds that he wouldn't be surprised if $7000 gets tested if there's any QT announcement from the Fed.
AMAIA ORMAETXEA Y RAQUEL MORENO. Banco Santander obtuvo un beneficio neto atribuido de 10.337 millones de euros en los nueve primeros meses de 2025, un 11% más que en el mismo periodo del año anterior.
