Stock Market Update

[BRIEFING.COM] The S&P 500 (+0.67%) is in last place on Tuesday afternoon, albeit up 45 points.

Briefly, S&P 500 constituents GE Vernova (GEV 878.14, +46.44, +5.58%), Intel (INTC 46.21, +2.58, +5.91%), and Constellation Energy (CEG 310.56, +16.76, +5.70%) dot the top of the standings. For its part, CEG rises after a Q4 beat and upbeat commentary on nuclear performance and rising data center demand from customers including Microsoft (MSFT 387.32, +2.85, +0.74%) and Meta Platforms (META 638.09, +0.84, +0.13%). Investors also welcomed the Calpine integration and confident 2026 growth outlook.

Meanwhile, Expeditors Intl (EXPD 137.22, -12.41, -8.29%) is today's worst laggard despite a modest Q4 beat as management flagged tough ocean freight comparisons and a softer rate environment, reinforcing concerns that peak margins are behind the company. Investors appear focused on freight cycle normalization and potential 2026 earnings pressure rather than the headline results or the company's new $3 bln buyback authorization.