•Analysis predicts AI stocks will lead Nasdaq to new highs — cites recent huge rally as potential start of further gains.
•ServiceNow CEO reports AI is driving increased enterprise spending, not job cuts — boosting demand and productivity for AI-integrated platforms.
•Amazon deepens AI push with $25 billion investment plan in Anthropic — signaling aggressive capital allocation to capture generative AI market share.
•Gold ETF analysis highlights ongoing catalysts for rally — with focus on cost efficiency for investors seeking exposure to the asset class.
•Noble Corporation Q1 earnings report due after market close on April 26 — providing insight into offshore drilling contractor performance.
•Analyst coverage highlights rare earth stocks as focus for critical minerals demand — Sector gains attention amid clean energy and electronics growth.
What Moved Markets — 6pm ET, Apr 25, 2026
GoodMoat publishes hourly macro-headline digests synthesized by AI from leading financial newswires (Reuters, Bloomberg, Tiingo). Each bulletin is editorially reviewed for accuracy before publication. See the Macro Desk editorial process for details.