Analyses · Mar 9, 2026

S&P 500 Q4: 16 Stocks That Moved the Market

S&P 500 Q4: 16 Stocks That Moved the Market

The S&P 500's fourth-quarter earnings season highlighted a clear divide in the market. Although the index fell by 2.62% (January 8 – March 9), the artificial intelligence (AI) boom propelled technology and infrastructure companies to new heights. Meanwhile, many other sectors, such as construction and healthcare, grappled with rising costs and weakening outlooks, reflecting broader economic uncertainty.

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Dell Technologies (DELL)

Results: Operating profit surged by an explosive 54.5%, and revenue grew by 39.6%. Reasons: The growth was driven by a surge in sales of artificial intelligence (AI) servers, fulfilling a large portion of previous orders. Market Reaction: The stock rallied nearly 20% after the results, confirming Dell's position as a key winner in the AI boom.

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The information provided is not investment advice. RYTM analyses are generated with AI assistance and are intended for informational purposes only. Always do your own research before making investment decisions.