Stock Market Update
26-Jan-26 14:30 ET
S&P 500 Climbs as AI-Networking Bets Lift ANET; TTD Slides on Guidance, CFO Exit
Dow +307.66
at 49405.16,
Nasdaq +153.18
at 23654.45,
S&P +43.29
at 6958.89
[BRIEFING.COM] The S&P 500 (+0.63%) is tied for second place, up about 43 points.
Briefly, S&P 500 constituents Arista Networks (ANET 144.19, +7.85, +5.76%), Datadog (DDOG 136.19, +6.06, +4.66%), and CrowdStrike (CRWD 468.07, +15.58, +3.44%) pepper the top of the average. ANET rises as Microsoft's (MSFT 472.51, +6.56, +1.41%) Maia 200 AI chip launch is seen as a "derivative positive," with Ethernet-based scale-up architectures favoring Arista's networking gear.
Meanwhile The Trade Desk (TTD 33.81, -2.74, -7.50%) is at the bottom of the standings after reiterating in-line guidance with no upside surprise, which investors fear wasn't enough for a high-multiple growth stock. The impact is being amplified by the unexpected CFO departure, which adds uncertainty and pressures valuation-sensitive shares.
