Dow, S&P 500, Nasdaq rise as earnings rise, Wall Street braces for data deluge

US stocks rose on Tuesday after the Dow (^DJI) closing of the last recordas a slowdown in retail sales figures led to a flurry of crucial data highlighted by the monthly jobs report due on Wednesday.

The Dow Jones Industrial Average, with a large amount of blue chip, (^DJI) led the way, rising around 0.4%. The S&P 500 (^GSPC) and the Nasdaq Composite (^IXIC) also moved into the green, up around 0.1% and looking to continue consecutive shutout wins.

Investors appear to have regained confidence that tech stocks can sustain their rally from a recent withdrawal linked to concerns over software and megacap names. Nvidia (NVDA) chipmakers TSMC (TSM) sales grew at their fastest pace in January, a solid sign of AI demand to dismiss bubble fears.

Meanwhile, December retail sales data paved the way for a deluge of economic data to come this week with a subdued reading on the economy as retail spending for the month remained “virtually unchanged” of the previous month. Flattened sales data signaled a slowdown in spending through the end of the holiday season from November’s 0.6% month-on-month growth, falling well short of economists’ expectations.

Consumer data is the foundation Wednesdaythe important work report from January, very focused below signs of softening last week in the labor market. The latest consumer price index reading is due on Friday to give a look at inflationary pressures.

Meanwhile, investors reviewed the latest batch of quarterly earnings, Coke (IS) i CVS Health (CVS) between them. Ford (F) is a highlight on Tuesday’s post-market close.

Gold (GC=F) and bitcoin (BTC-USD) are still on investors’ radar as the asset tries to stabilize after last week’s sharp pullback. After breaking above $5,000 to start the week, gold retreated slightly early Tuesday, but strategists remain optimistic about their prospects this year. But a risk-free mood weighed on bitcoin, which resumed his slide to trade well below $69,000 before a slight recovery on Tuesday morning. The leading cryptocurrency has seen high volatility, fueled by what one analyst called a “crisis of confidence.“

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US stocks rise at the open

US stocks rose in early trading on Tuesday, leading the Dow (^DJI) well on its way to building there Monday’s record close.

The Dow Jones Industrial Average, with a large amount of blue chip, (^DJI) led the gains, rising 0.5% to put a new closing high within reach. The S&P 500 (^GSPC) and the Nasdaq Composite (^IXIC) also rose, gaining about 0.1% each.

The push into the green came as investors digested Retail sales slow in December. The report is the first in a flurry of crucial data this week, highlighted by the monthly jobs report due on Wednesday.

In the business world, investors received fourth-quarter earnings Coke (IS) i CVS Health (CVS) Tuesday morning, with Ford (F) still to come after the market closes. Nvidia (NVDA) chip maker Taiwan Semiconductor (TSM) sales grew at their fastest pace in January, raising hopes in the AI market.

Gold (GC=F) held on to $5,000 a troy ounce on Tuesday, even as the broader metals complex retreated. Meanwhile, bitcoin (BTC-USD) managed to get back above $69,000.

Oil prices (BZ=F, CL=F) also picked up as investors digested what it looked like positive moves towards diplomacy in talks between the US and Iran on Friday.
December retail sales are flat month-on-month, suggesting a slowdown in consumer spending

Retail spending was largely unchanged from the previous month in December 2025, according to data released on Tuesday, indicating a possible slowdown in consumer activity.

Adjusted advance monthly sales of food and retail services for December it moved 0% compared to Novemberby $735 billion compared to November’s $735.1 billion, the Census Bureau said Tuesday morning.

The month-on-month halt comes after November, when sales grew by 0.6%. The December figure also fell short of consensus expectations for month-on-month retail sales growth of 0.4%. Sales excluding motor and gasoline vehicles were also flat, contrary to expectations for 0.4% month-on-month growth.

The flat numbers suggest an unexpected slowdown in spending that coincides with the December holiday season, normally a strong time of year for consumer spending. Eight of the 13 spending categories measured by the Census Bureau saw reductions.
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Bitcoin and Ether will resume their decline after a steady start to the week

The sale resumed in bitcoin (BTC-USD) on Tuesday after a quiet start to the week, pushing the cryptocurrency below $69,000. ether (ETH-USD) also dropped to $2,013 per token as bearish sentiment returned and the crypto market searched for a sense of direction.

The losses came after a volatile week that saw Bitcoin struggle worst daily drop since November 2022, followed by a strong rebound.

Bernstein analyst Gautam Chhugani wrote in a note Monday morning that the bear case for bitcoin remains weak, however.

“The current bitcoin price action is a mere crisis of confidence,” Chhugani wrote. “Nothing is broken, no skeletons will appear.”

Read more here.
Gold Holds Above $5,000 as Banks Stay Bullish After Defeat

Gold (GC=F) is trading consistently above $5,000 an ounce, holding a two-day gain after a historic selloff,

While many traders debate whether prices have bottomed out, banks remain bullish on the outlook for gold. David Wilson, strategist at BNP Paribas, said the precious metal it can go up to $6,000 later this year as geopolitical risks persist and investors look for risk protection.

Bloomberg reports:

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US plans to separate Big Tech from next wave of chip tariffs

The Financial Times reports:

Donald Trump’s administration intends to save companies like Amazon (AMZN), Google (GOOG) and Microsoft (MSFT) of upcoming chip rates as they race to build the data centers powering the AI boom.

The Commerce Department plans to offer US hyperscalers tariff reductions, which would be tied to investment commitments made by Taiwan-based chip group Taiwan Semiconductor Manufacturing Company (TSM, 2330.TW), people familiar with the matter said.

The exemption scheme underscores President Trump’s determination to impose chip tariffs and incentivize domestic U.S. chipmaking, while offering some relief for companies driving the rapid expansion of U.S. AI, which rely heavily on imports. semiconductors.

Trump has used the threat of rates to drive more manufacturing in the United States. But the administration has stopped short of imposing broad tariffs on Taiwan’s semiconductors, which would affect Big Tech’s AI supply chain.

Read more here.
Semiconductor shares miss gains after fourth quarter

About Semiconductor (WHERE) shares skidded in premarket trading on Tuesday, falling 4%, after the company reported lower fourth-quarter profit than a year ago, but said it is seeing “signs of stabilization” in its key markets.

The chipmaker reported earnings per share of $0.45 on revenue of $1.53 billion, missing estimates of earnings of $0.59 per share and falling below earnings per share of $0.88 in the same period a year ago, according to S&P Global Market Intelligence. The company’s revenue for the fourth quarter was in line with estimates.

The company saw year-over-year sales declines across all of its business groups: Power Solutions, Analog & Mixed Signal and Intelligent Sensing. Intelligent Sensing was the only segment to see sales grow quarter-over-quarter, while Power Solutions and Analog & Mixed Signal sales fell 2% and 5%, respectively.

For the first quarter, On Semiconductor expects revenue of $1.43 billion to $1.53 billion, which is a midpoint below the consensus estimate of $1.5 billion. Adjusted diluted earnings per share are expected to be between $0.56 and $0.66; Wall Street expects $0.61.
The rising cost of memory chips is hurting electronics companies’ profits

Bloomberg reports:

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The result of the Japanese election leads the rise in the benchmark, the main indicators of the region rise

AP Finance Reports:

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