Stock Market Today: Dow Up As Oracle Soars; Cathie Wood Buys Buffett Stock Amid 145% Run (Live Coverage)

The Dow Jones Industrial Average held the 50,000 mark and made a record close amid a broad stock rally Monday. Artificial intelligence stock Monday.com (MNDY) plunged but Oracle (ORCL), Nvidia (NVDA) and Microsoft (MSFT) moved higher on the stock market today. Meanwhile, Cathie Wood snapped up a Warren Buffett holding.

The Dow Jones Industrial Average reversed higher, finishing the day with a fractional gain of 20 points. Nvidia and Microsoft climbed roughly 3% each. Amgen (AMGN), 3M (MMM) and Merck (MRK) lagged on the blue chip index.

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The tech-heavy Nasdaq composite outperformed as tech stocks rallied, with the index climbing 0.9%. AppLovin (APP) surged more than 13% after CapitalWatch apologized and retracted claims linking the firm as well as major shareholder Hao Tang to international criminal activity. Palantir Technologies (PLTR) also outperformed with a lift of more than 5%.

The benchmark S&P 500 added 0.5%. Corning (GLW) and Ciena (CIEN) shined with jumps of around 7% each. Oracle also did well, rising nearly 10%. But Waters (WAT) and Arthur J. Gallagher (AJG) lagged, falling nearly 14% and almost 10%, respectively.

Stock Market Today: Growth Stocks Pop

A majority of the S&P 500’s 11 sectors ended higher. Technology and materials fared best on the upside while health care and consumer staples were the worst laggards. The SPDR S&P Software & Services (XSW) exchange traded fund reversed higher to gain 1.1%.

Small-cap bulls also ended on top, with the Russell 2000 rising 0.7%. Growth stocks fared even better, with the Innovator IBD 50 (FFTY) exchange traded fund vaulting 4.4%.

Meanwhile, volume was lower vs. Friday on both the New York Stock Exchange and the Nasdaq, according to early data.

The 10-year Treasury yield fell one basis point to 4.2%. Oil prices rose, with West Texas intermediate futures gaining 1.4% to trade near $64.45 per barrel. Cryptocurrencies were mixed, with bitcoin falling 1% to trade at about $70,200.

Cathie Wood Loads Up On Warren Buffett Stock

Few investors relish loading up on technology stocks during pullbacks more than ARK Invest Chief Executive Cathie Wood. And she was at it again on Friday, with her firm snapping up 28,977 shares in AI stock and search engine play Alphabet (GOOG) for the ARK Innovation (ARKK) ETF.

It comes after the stock, which is also owned by Warren Buffett’s Berkshire Hathaway (BRKB), staged a powerful rally from 2025 lows. One difference is Buffett’s firm owns the class A “GOOGL” shares while Wood snapped up the class C “GOOG” shares. The former have voting rights while the latter do not, but they tend to trade in tandem.

Google C shares advanced as much as 145% from their March 2025 low of 142.66 before giving up some ground amid a broader stock market pullback. Ark Invest’s purchase came as the stock found bullish support at the 50-day moving average.

All-around performance is formidable, with its IBD Composite Rating coming in at 96 out of a best-possible 99. It ended the session up 0.4%.

Earnings are seen rising 23% this year before slowing to still-strong growth of 17% in 2027. Once seen as an AI also-ran, Google’s Gemini 3 product turned that narrative on its head.

This was not the only stock which the doyenne of investing snapped up on Friday, however. The ARK Innovation fund also bought 278,619 shares in cryptocurrency exchange stock Bullish (BLSH), 630,920 in Recursion Pharmaceuticals (RXRX) and 537 in Tempus AI (TEM).

This was balanced out by a number of stock sales. The firm sold 227,621 shares in PagerDuty (PD), 112,247 in Trade Desk (TTD) 133,216 in Roku (ROKU) and 92,737 in Coinbase Global (COIN). The latter move came amid broader weakness in the cryptocurrency space.

3:13 p.m. ET

Stock Market Today: AI Xometry Clears Entry

AI-powered manufacturing play Xometry (XMTR) made a bullish move by clearing an entry Monday. The stock surged more than 10%, powering past a cup base entry of 69.26 on a weekly chart and moving through a 5% buy zone that runs as high as 72.72, according to MarketSurge analysis.

In addition, the relative strength line has marched to fresh heights, a positive indicator amid the breakout. The stock found buying support after falling below its 50-day moving average and has now powered well clear of the critical technical benchmark.

All-around performance is strong, if not ideal, with its IBD Composite Rating sitting at 92 out of 99.

Analysts see the firm swinging from a loss of four cents a share to earnings of 33 cents a share in fiscal 2025. It is then expected to turn in earnings growth of 128% this fiscal year. Fiscal 2025 earnings are due March 4.

Big Money has been standing pat on holdings of the stock of late, with its Accumulation/Distribution Rating sitting at C. In total, 79% of shares are held by funds, MarketSurge data shows. Noteworthy holders include the well-regarded Columbia Small Cap Growth Fund (CMSCX) and the T. Rowe Price New Horizons Fund (PRNHX).

Xometry provides a global artificial intelligence-powered marketplace connecting buyers with suppliers of custom manufacturing services. The company was founded in 2013.

2:13 p.m. ET

Hims Stock Craters After Novo Nordisk Move

Hims & Hers Health (HIMS) may have come off session lows, but it still had lost nearly a fifth of its value in recent trading. The stock was down more than 17% on the stock market today, losing even more ground on its major moving averages, MarketSurge analysis shows.

One particularly concerning aspect of Monday’s trade was the fact Hims’ trading volume ran more than 900% above average.

A former member of the prestigious IBD 50 list of top growth stocks, Hims stock has seen its IBD Composite Rating plummet to just 34 out of 99. Hims & Hers Health is among the bottom 6% of equities in terms of price performance over the past 12 months. So far this year it has shed nearly 44% of its value.

The stock was battered after Novo Nordisk (NVO) filed a lawsuit to ban the sale of compounded versions of Ozempic and Wegovy.

“Hims & Hers is mass marketing unapproved knockoff versions of Wegovy and Ozempic that evade the FDA’s gold standard review process — that’s dangerous and deceptive to patients, and undermines the scientific innovation and regulatory rigor in place to ensure these treatments are safe and effective,” Novo General Counsel John F. Kuckelman said in a written statement.

Trouble For Novo

Novo Nordisk wants the court to permanently ban Hims from selling compounded drugs that infringe on its patents. However, Hims & Hers said in a statement that “Big Pharma is weaponizing the U.S. judicial system to limit consumer choice.”

Separately, Reuters reported Monday that the Food and Drug Administration has said that Novo Nordisk’s TV advertisement for its newly launched Wegovy pill for obesity contains “false or misleading” claims about its benefits for patients.

The agency claims the ad is misleading for suggesting the pill is an improvement on other GLP-1 drugs. It has requested Novo take immediate action to address the violations. A Novo spokesman confirmed the firm is in the process of responding to the concerns.

Novo Nordisk stock rose nearly 4% on the stock market today. However, it remains down around 3% so far this year.

1:04 p.m. ET

Oracle Stock Soars, Hits Resistance

One stock that made a noteworthy move on the stock market today was enterprise software stock Oracle (ORCL). But though it was up more than 11% on the stock market today, it was hitting resistance at its 10-day moving average, MarketSurge analysis shows.

So while it has broken a downtrend, it remains to be seen whether this is just a relief rally, especially given that its 50-day line fell below its 200-day moving average. Even with Monday’s move, Oracle stock remains down more than 18% so far this year. But bulls will find the fact volume was running more than 100% above average a positive sign.

Recent stock market performance has had an adverse effect on its IBD Composite Rating, which now sits at just 43 out of 99. The stock ranks among the bottom 12% of equities in terms of price performance over the past 12 months. Fundamental performance is a bright spot though, with the stock boasting an Earnings Per Share Rating of 89 out of 99. Full-year earnings are seen rising 22% this year.

The stock was boosted after D.A. Davidson analyst Gil Luria upgraded the stock to buy while holding his price target at 180.

“In the past we had been very critical of Oracle and OpenAI, but believe the market is now more appropriately reflecting the risks involved, especially in this relationship,” he said in a note to clients. “Considering Oracle’s move from $345 intraday Sept. 11 to the current $143 and subsequent moves down in Nvidia and Microsoft tied to OpenAI concerns, we believe the market has overshot to the downside.”

12:09 p.m. ET

AI Stock Tests Buy Point

With stocks making gains a number of equities were trying to clear buy points. This included AI stock Sterling Infrastructure (STRL), which jumped more than 5% and cleared a cup base buy point of 419.14, according to MarketSurge analysis.

Volume was running almost 50% above average. This is a first-stage base, which is a plus as earlier stage patterns have a higher chance of netting good gains for investors.

The stock is pulling away from its 50-day line as well as its short-term moving averages. Its relative strength line is hitting new heights, a bullish sign as it attempts to break out.

Sterling boasts strong overall performance, with its IBD Composite Rating coming in at 98. The stock ranks among the top 6% of issues in terms of price performance over the past 12 months. So far this year it is up around 38%.

Fundamental performance is even better though, with the stock boasting a rare, best-possible Earnings Per Share Rating of 99. Per-share earnings have risen by an average 43% over the past three quarters. Full-year earnings are seen rising 52% in fiscal 2025 before slowing to 16% this year.

The firm has yet to announce the date of its next quarterly report, but it is expected March 2. Fourth-quarter earnings are seen popping 79% to $2.61 a share, while revenue is expected to climb 28% to $639.3 million. This would mean another quarter of accelerating growth.

The company is noted for its focus on highways, bridges and other typical civil projects. However, its largest and highest-margin business is data centers and other tech-related construction.

The company’s e-infrastructure segment, which includes data centers, accounted for 60% of total third-quarter revenues. Transportation Solutions had 25% and Building Solutions, which works on commercial and residential buildings, had 15%.

11:06 a.m. ET

Energy Stock Clears Entry But Note This

Investors should be keeping an eye on breakouts following Friday’s powerful upward thrust. Kodiak Gas Services (KGS) cleared a weekly chart cup base buy point of 50.43, MarketSurge analysis shows. Volume is also running above average, a positive.

However, investors may be best advised staying on the sidelines, as the stock has soared more than 30% above its 50-day moving average. It is also clear of its short-term moving averages.

Its relative strength line has spiked to levels last seen in February 2025. Overall performance is strong, with its IBD Composite Rating sitting at 94 out of 99. It is strongest from a technical perspective, and it ranks among the top 10% of issues in terms of price performance over the past 12 months.

It also has a decent, but not ideal, Earnings Per Share Rating of 73 out of 99. In addition, earnings have grown by an average of 222% over the past three quarters. This is clear of the 25% growth rate sought by investors following the tenets of the IBD Methodology.

But there is some lumpiness, with per-share earnings actually falling 15% year over year in the previous year’s March-ended quarter. Further progress is expected, with Wall Street seeing profits rising by 27% in 2025 before accelerating to 116% growth in 2026.

Big Money has been adding to holdings of the stock of late, with its Accumulation/Distribution Rating coming in at a best-possible A+. Meanwhile, the acclaimed T. Rowe Price New Horizons Fund (PRNHX) is among the noteworthy backers of the stock.

Kodiak Gas Services provides contract compression services for the oil and gas industry in the U.S. It’s compressor machines help push gas through pipelines. Shares were up 1% Monday.

10:18 a.m. ET

Stock Market Today: Oil Equipment Plays Shine, Pharma Lags

The relative performance of exchange traded funds in the S&P Select Industry indexes offered an early insight into the action on the stock market today.

The SPDR S&P Oil & Gas Equipment & Services ETF (XES) fared best as it squeezed out a gain of nearly 2%. The SPDR S&P Aerospace & Defense ETF (XAR) was also having relatively strong early innings, according to MarketSurge data.

On the flip side, the SPDR S&P Pharmaceuticals ETF (XPH) and the SPDR S&P Biotech ETF (XBI) lagged in the early innings. Also faltering was the SPDR S&P Software & Services ETF (XSW).

Stock Market Predictions For 2026? Worthless. This Approach? Priceless.

9:44 a.m. ET

Nasdaq 100 Winners, Losers: AppLovin, Workday, Micron

Among the Nasdaq 100 stocks, AppLovin (APP) and Datadog (DDOG) advanced nearly 9% and 3%, respectively, making them some of the best performers just after the market open.

Meanwhile, Workday (WDAY) and Micron Technology (MU) tumbled around 5% apiece in morning action.

9:09 a.m. ET

Dow Jones Movers: Microsoft, Amazon, Nvidia

Inside the blue chip index, Microsoft (MSFT) climbed 0.6% in premarket trading.

On the downside, Amazon (AMZN) and Nvidia (NVDA) declined roughly 0.7% each. Amazon shares threatened to extend a losing streak to five sessions, while Nvidia stock was on pace to give back a small part of Friday’s 7.9% rebound.

8:02 a.m. ET

Stock Market Today: AI Name Plunges On Earnings

Shares of Monday.com plunged 14% Monday morning after the company reported better-than-expected quarterly earnings but offered a disappointing full-year 2026 outlook. Shares closed Friday more than 71% off their 52-week high.

In the coming week, Cisco Systems (CSCO), Robinhood (HOOD), McDonald’s (MCD) and Coca-Cola (KO) highlight the earnings calendar, along with Cloudflare (NET) and ON Semiconductor (ON).

**Postgame Analysis Of 2025 Stock Picks Increases Chances For Profitable 2026

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Hims Stock Tumbles, Novo Jumps

Hims & Hers Health (HIMS) sold off 20% early Monday after the company stopped offering a new compounded copycat of oral drug Wegovy, the weight-loss pill made by Novo Nordisk (NVO). The U.S. Food and Drug Administration signaled a crackdown.

Novo shares jumped more than 5% in premarket trading, looking to add to Friday’s near-10% rebound.

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Stock Market Today: Jobs Report, CPI Loom

The brief government shutdown rescheduled the January jobs report for Wednesday, with Wall Street expecting nonfarm payrolls to rise 80,000 — including 75,000 in the private sector — with the jobless rate holding at 4.4%, according to FactSet.

The consumer price index for January comes out Friday. Economists expect an above-trend 0.3% monthly rise in core prices, excluding food and energy.

Tuesday brings January retail sales. Economists think consumers kept spending, with forecasts for a 0.4% rise in total sales and 0.35% gain excluding autos.

Funds Plow Money Into AppLovin, Broadcom, Google — And This Top 100 Stock

Please follow Michael Larkin on X at @IBD_MLarkin for more analysis of growth stocks.

_Be sure to follow Scott Lehtonen on X _at @IBD_SLehtonen for more on growth stocks, the Dow Jone__s Industrial Average and the stock market today.

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