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Watt’s Going On? Why Utilities Are Lighting Up Wall Street
Plus, a look at the winners and losers from a busy earnings day
Happy Wednesday! As trade tensions continue to rattle markets, a surprising sector continues to steal the spotlight and soar to new heights. Discover why investors are flocking to this defensive stronghold and what it could mean for the road ahead. Also, don’t miss the standout winners and losers from a busy earnings day.
— Justin Giles
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MARKET RECAP
Yesterday: Stocks slipped Tuesday after President Donald Trump offered mixed signals on global trade negotiations, tempering investor optimism. Utilities and energy were the only S&P 500 sectors to post gains, while a record-high trade deficit and falling bond yields reflected mounting trade-related concerns. First-quarter earnings have been strong, with 76% of S&P 500 companies beating estimates; however, outlooks have become more cautious amid rising costs, with Ford becoming the latest company to withdraw its 2025 guidance. Investors now turn their attention to today’s Fed meeting, where policymakers are widely expected to hold interest rates steady.
On Our Radar: In addition to today’s FOMC meeting and press conference with Fed Chair Jerome Powell, analysts will be watching the consumer credit report. With regards to corporate earnings, Zillow, AMC and DoorDash will headline a slate of companies that will report results after hours.
TOP STORY
Utility stocks are surging to new highs, with investors seeking safety amidst growing trade uncertainty. But despite the gains, the sector remains under the radar for many on Wall Street.
Could this rally be one of the most overlooked momentum plays of the year? Read on to find out.
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FIVE ZINGERS
Super Slump: Super Micro Computer not only missed expectations on the top and bottom lines, but its outlook is also below estimates. Here’s what is driving the slowdown, and a look at whether long-term growth can outweigh near-term headwinds.
Data Center: AMD topped analyst expectations, fueled by demand in the data center and AI segments. With a strong outlook, investors aren’t frazzled by the $800M impact from new export controls. Here are all the details.
Un-Marvelous: Marvell shares sank after hours following news that it’s delaying its Investor Day until 2026. See why and what this shift means for the stock’s future.
Charging Ahead: Rivian easily topped Wall Street expectations; however, strong Q1 results were overshadowed by a major issue. Discover what’s going on under the hood.
Upstart or Downstart?: Shares of the lending company plunged despite reporting Q1 earnings that topped expectations. Read on to see why, and if analysts are calling this a buying opportunity.
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