Happy Tuesday! The AI boom is fueling more than innovation — it’s driving an unprecedented spike in electricity demand that could transform the U.S. power grid. Goldman Sachs sees a 175% surge in data center energy use by 2030. Here’s a look at 15 stocks to watch that will benefit.

Also, silver continues to outshine gold by surging nearly 80% this year, and Goldman Sachs sees more upside ahead. Read on to see why the ride could be bumpy and what’s fueling the momentum, and what could derail it.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

AI-Powered Data Centers Are Fueling A Historic Demand Spike: Goldman Sachs Highlights These 15 Stocks

The AI revolution isn’t just transforming tech — it’s triggering a historic spike in electricity demand that could reshape the U.S. power grid. Goldman Sachs now forecasts data center energy use to jump 175% by 2030.

With six key forces driving this shift, the stage is being set for a massive buildout across energy and utilities. Here’s a look at 15 stocks primed to benefit from this surge.

Final Melt-Up Or Meltdown? This 'Counter-Punch' Protocol Could Profit Either Way

Most traders get destroyed by market whipsaws — this system has turned them into knockout gains like 43%, 79% and 153%. Join Wednesday's private live briefing to see exactly how.

Yesterday: U.S. indexes surged Monday, rebounding from Friday’s sharp sell-off after President Trump signaled a more optimistic outlook on trade relations with China saying “all will be fine.” Markets had tumbled last week following China’s tightening of export controls on rare-earth minerals, vital to sectors like technology and defense. Trump’s latest comments eased concerns over additional tariffs, helping restore investor confidence. However, the bounce didn’t make up for the $2 trillion in market value that was wiped out on Friday. In addition, the U.S. dollar rose, and oil bounced back after hitting a five-month low last week.

On Our Radar: Analysts will be watching the NFIB optimism index report, as well as speeches from several Fed members (Powell, Bowman, Waller, Collins). On the earnings front, all eyes will be on ASML (ASML), Bank of America (BAC) and Morgan Stanley (MS), which will report results before the market opens on Wednesday.

Chip stocks led the market comeback as Broadcom (AVGO) soared more than 10% after it revealed that OpenAI pledged $500 billion to co-develop 10 gigawatts of custom AI accelerators. But that wasn’t the only company making big moves. Here’s a look at some of the biggest winners and losers on Monday.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

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On This Day In 1987…

The Dow dropped 3.81%, marking the beginning of the sharp sell-off that culminated in Black Monday just five days later. The immediate trigger was a report from the U.S. Commerce Department revealing a larger-than-expected $15.7 billion trade deficit, which rattled investors and stoked fears about the weakening U.S. dollar and rising interest rates. The October 14 decline is widely seen as the first major shock that set the stage for the 1987 market crash — still the largest single-day percentage drop in Wall Street history.

QUOTE OF THE DAY

“The biggest risk of all is not taking one.“

— Mellody Hobson

Goldman Sachs Sees Silver Rally Extending, Warns Of Heightened Volatility

Silver has surged 77% this year, and according to Goldman Sachs, the rally may not be over — but investors should brace for a bumpy ride.

With its smaller, less liquid market, silver is far more sensitive to investor flows than gold, amplifying both gains and losses. While bullish momentum continues, there are a number of factors at play that could trigger sharp swings.

Read on to see why some are forecasting silver to reach $65 next year, and why the road will be anything but smooth.

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