Morning Brief

Walmart cautious, futures lower, Iran tensions rise

19 Feb 2026

Contributed by Lukas

Futures point lower as investors weigh cautious guidance from Walmart and rising geopolitical risk tied to Iran. Dow futures fall about 166 points, wi...

US lags global surge, valuation gap widens, Japan energy deal advances

18 Feb 2026

Contributed by Lukas

Stocks are rebounding after another AI-driven sell-off, with housing starts and durable goods topping estimates despite December declines. Still, US e...

Tech sell-off deepens, AI disruption debate, IPO window tested

17 Feb 2026

Contributed by Lukas

Futures are lower after the holiday break, with Nasdaq 100 futures off about 0.7% as investors digest last week’s worst stretch since November. The ...

Retail buys software dip, value leads early, bitcoin hunts catalyst, McDonald's leans on value

12 Feb 2026

Contributed by Lukas

US stocks are mixed premarket after a solid jobs report and a stronger earnings season. Investors are weighing resilient growth against fewer Fed rate...

Blowout jobs report, rate cut bets pushed to July, AI rotation widens

11 Feb 2026

Contributed by Lukas

Stock futures are higher after January payrolls rose 130,000 versus 65,000 expected, with unemployment ticking down to 4.3%. Dow futures are up 250 po...

Stocks near highs, tech doubt lingers, consumer cracks show

10 Feb 2026

Contributed by Lukas

US futures are mixed near record levels as investors weigh soft December retail sales against resilient earnings and rotation away from software. Atte...

Tech rebound fades, data risk looms, AI rotation questioned

09 Feb 2026

Contributed by Lukas

US futures are lower after Friday’s rebound, with tech struggling to regain its footing following last week’s sharp software sell-off. Investors a...

AI selloff drives tech rotation, Amazon capex stuns, dollar pressure builds

06 Feb 2026

Contributed by Lukas

US futures are modestly higher after a bruising week that saw nearly $1T wiped from software as AI disruption fears accelerated rotation. Investors ar...

Tech capex shock, crypto slides, rotation debate

05 Feb 2026

Contributed by Lukas

US futures point lower, led by tech, after Alphabet warned of a sharp ramp in AI spending. Investors are weighing whether massive capital expenditures...

Tech-led selloff lingers, AI fears resurface, earnings reset expectations

04 Feb 2026

Contributed by Lukas

U.S. stock futures are mixed after a sharp software-driven selloff, as renewed concern over AI disruption weighs on sentiment. Investors are watching ...

Commodities whip, AI capex pressure, earnings spotlight

02 Feb 2026

Contributed by Lukas

US futures are mixed ahead of the open, with commodities driving volatility. Silver rebounded after a 30% rout on Friday, oil slid over 4% on signals ...

Earnings deluge, AI capex shock, gold surge

29 Jan 2026

Contributed by Lukas

U.S. futures tilt higher as earnings season accelerates, with investor focus squarely on AI spending and rate policy. Dow and S&P futures edge up whil...

Earnings momentum, tariff noise fades, Fed focus sharpens

27 Jan 2026

Contributed by Lukas

US futures are mixed heading into the open, with Nasdaq leading as investors weigh earnings strength against policy uncertainty. Corporate results are...

Intel outlook rattles markets, AI trade cools, TikTok deal resolved

23 Jan 2026

Contributed by Lukas

U.S. futures point lower after Intel’s weak outlook reignited tech volatility, pushing stocks toward back-to-back weekly losses. Investors are watch...

Stocks steady, AI leadership returns, volatility fades

22 Jan 2026

Contributed by Lukas

U.S. stock futures are higher for a second session as markets stabilize and attention shifts back to earnings and AI. Nasdaq futures lead, while inves...

Tariff threats shake markets, rates back in focus, earnings test sentiment

20 Jan 2026

Contributed by Lukas

U.S. equity futures point sharply lower, with Dow futures off more than 700 points, as renewed tariff threats tied to Europe rattle risk appetite. The...

Tech-led rebound, earnings optimism, AI power strain, fintech pressure on banks

16 Jan 2026

Contributed by Lukas

U.S. equity futures point higher, led by Nasdaq strength, as investors lean back into technology ahead of a busy earnings stretch. Semiconductor stock...

AI earnings reset risk appetite, banks fade on valuation, oil slides on geopolitics

15 Jan 2026

Contributed by Lukas

U.S. equity futures point higher after two straight losses, with tech leading the rebound. Sentiment is driven by strong AI-linked earnings and easing...

Cooler core CPI, Fed path intact, banks split on earnings

13 Jan 2026

Contributed by Lukas

Markets are modestly higher after December CPI showed cooling under the hood, reinforcing expectations for a patient Federal Reserve. Futures are mixe...

DOJ's probe of Fed's Powell: What investors need to know

12 Jan 2026

Contributed by Lukas

Morning Brief host Julie Hyman and Yahoo Finance Markets and Data Editor Jared Blikre track several of Monday's top trending stock tickers, including ...

What unemployment, 'stagnant' labor market mean for Fed rate cuts

09 Jan 2026

Contributed by Lukas

Morning Brief host Julie Hyman and Yahoo Finance Markets and Data Editor Jared Blikre track several of Friday's top trending stock tickers, including ...

Trump's plans for Venezuelan oil, defense spending hikes

08 Jan 2026

Contributed by Lukas

Wall Street is attempting to cut through the noise out of Washington, D.C., after President Trump hinted at a long string of policy proposals, ranging...

S&P 500 and Dow records, ADP data, Venezuela oil

07 Jan 2026

Contributed by Lukas

Morning Brief host Julie Hyman tracks several of the day's top trending stock tickers, including Warner Bros. Discovery (WBD) rejecting the latest Par...

Nvidia CEO unveils new AI endeavors at CES 2026

06 Jan 2026

Contributed by Lukas

Nvidia (NVDA) CEO Jensen Huang unveiled a variety of new projects and innovations at his keynote speech at CES 2026 on Monday, including the chipmaker...

US invades Venezuela, market reaction

05 Jan 2026

Contributed by Lukas

Morning Brief host Julie Hyman tracks several of the day's top trending stock tickers, including Taiwan Semiconductor Manufacturing Company (TSM) shar...

CES 2026: What to expect from Nvidia CEO Jensen Huang's keynote

02 Jan 2026

Contributed by Lukas

It's the first trading day of 2026, and Wall Street already has its eye on what could be the next big market catalyst and next step for the AI trade. ...

AI bubble concerns heading into 2026, Warren Buffett's last day as CEO

31 Dec 2025

Contributed by Lukas

On the Morning Brief, Yahoo Finance executive editor Brian Sozzi is examining the biggest developing market stories on December 31, 2025 — the final...

Meta to acquire AI startup Manus: There's an 'arms race' in AI

30 Dec 2025

Contributed by Lukas

Yahoo Finance executive editor Brian Sozzi tracks several of the day's top trending stock tickers, including Tesla's (TSLA) expectations for weaker EV...

Silver and gold prices, bitcoin, stock futures waver

29 Dec 2025

Contributed by Lukas

Yahoo Finance executive editor Brian Sozzi tracks several of the day's top trending stock tickers, including SoftBank's (9984.T, SFTBY) $4 billion acq...

Santa rally watch, metals rip higher, Nvidia deal stuns, 2026 risks loom

26 Dec 2025

Contributed by Lukas

US stocks headed into the post-Christmas session with thin volumes and major indexes hovering near record highs as investors track the Santa Claus ral...

AI rotation call, commodities rip higher, deal chatter drives tickers

24 Dec 2025

Contributed by Lukas

US stocks were little changed on the holiday-shortened session after the S&P 500 closed at a record, with investors tracking the Santa Claus rally win...

Stronger GDP jolts rate-cut bets, tech resets into 2026, metals rip on supply shocks, Novo pill ignites GLP-1 race

24 Dec 2025

Contributed by Lukas

US markets opened softer after Q3 GDP printed at 4.3%, reviving the idea the Fed may have less room to cut early in 2026. Investors now pivot to thin ...

Crypto volatility, metals surge, index rules loom, healthcare screens shift

22 Dec 2025

Contributed by Lukas

US stock futures edged higher into a holiday-shortened week, with investors still looking for a late-year Santa Claus rally and a quieter, lower-volum...

Bank rally, TikTok deal inked, Nike stumble, AI moves beyond Big Tech

19 Dec 2025

Contributed by Lukas

US index futures were steady Friday after a quiet week of delayed data and selective earnings reactions. Investors head into the final full trading we...

Cooler CPI, caveats linger, tech rebounds on Micron

18 Dec 2025

Contributed by Lukas

US stock futures pushed higher after November CPI landed below estimates, but traders are weighing a key asterisk: the government shutdown disrupted d...

OpenAI–Amazon $10B talks, Oracle funding snag, Medline debuts in biggest IPO

17 Dec 2025

Contributed by Lukas

US stock futures point modestly higher, with the Nasdaq leading early gains, as markets digest another round of AI build-out headlines and a major IPO...

Fed’s final 2025 cut, Netflix’s $72B Warner Bros deal, Apple shake-up

10 Dec 2025

Contributed by Lukas

US markets are quiet ahead of the Federal Reserve’s final decision of the year, with traders widely expecting a quarter-point “hawkish cut” and ...

Nvidia wins China approval, Paramount launches $108B hostile bid, Fed’s ‘hawkish cut’ arrives

09 Dec 2025

Contributed by Lukas

US markets open slightly lower as investors brace for the Fed’s final 2025 meeting and a wave of high-stakes corporate news. Nvidia (NVDA) scored a ...

Fed cut on deck, Oracle and Broadcom test AI trade, Buffett era winds down

08 Dec 2025

Contributed by Lukas

US stocks are little changed to start the week as investors wait on the Federal Reserve’s rate decision and a fresh read on the AI boom from Oracle ...

Netflix’s $72B Warner Bros deal, key PCE print, Apple exec exodus

05 Dec 2025

Contributed by Lukas

US markets open little changed as investors digest a blockbuster media deal and brace for delayed inflation data. Netflix (NFLX) has agreed to buy the...

AI race tilts toward Google, jobs data weakens, Macy’s cautious on holiday

03 Dec 2025

Contributed by Lukas

US markets open mixed as fresh data shows the labor market cooling, and investors reassess where the AI boom is headed next. ADP reported that private...

Stocks rebound, Bitcoin steadies, leveraged crypto ETFs crash

02 Dec 2025

Contributed by Lukas

US futures are higher after Monday’s sharp selloff, with the S&P 500 (^GSPC), Dow (^DJI), and Nasdaq (^IXIC) all turning green and the Russell 2000 ...

Stocks fall to start December, Bitcoin sinks, Fed decision looms

01 Dec 2025

Contributed by Lukas

US stock futures are sliding as markets kick off December in risk-off mode. The S&P 500 (^GSPC) enters the month after barely securing a seventh strai...

Retail cools, Alphabet races toward $4T, Nvidia slips on Google chip threat

25 Nov 2025

Contributed by Lukas

US stock futures are little changed as fresh economic data shows a pullback in consumer spending and moderating wholesale inflation — a combination ...

Stocks rebound, retail earnings on deck, Fed debate heats up

24 Nov 2025

Contributed by Lukas

US stock futures are higher as markets try to stabilize after last week’s 2% drop in the S&P 500 (^GSPC) and Nasdaq (^IXIC). Bitcoin (BTC-USD) is ba...

Stocks rebound after wild swing, Bitcoin crashes, Warner Bros bids roll in

21 Nov 2025

Contributed by Lukas

US stock futures are higher after one of the wildest sessions of the year, with the S&P 500 logging its most significant intraday reversal since the p...

Nvidia powers market rebound, jobs data surprises, Walmart beats big

20 Nov 2025

Contributed by Lukas

US stocks push higher as Nvidia’s (NVDA) blowout earnings reset sentiment across global markets and help offset a surprisingly strong September jobs...

Nvidia earnings test AI boom, Target cuts outlook, Summers quits OpenAI board

19 Nov 2025

Contributed by Lukas

US stocks look to snap a four-day losing streak after the S&P 500 (^GSPC) logged its longest slide since August and is now on track for its worst Nove...

Stocks break below key levels, Bitcoin sinks, Home Depot warns on consumer

18 Nov 2025

Contributed by Lukas

US stocks extend their slide for a fourth straight session as both the S&P 500 (^GSPC) and Nasdaq (^IXIC) close below their 50-day moving averages —...

Bitcoin meltdown, Nvidia test, and Buffett’s big bet on Alphabet

17 Nov 2025

Contributed by Lukas

US markets start the week lower after a rough stretch for tech stocks and crypto. Bitcoin (BTC-USD) has erased all its 2025 gains, wiping out more tha...

Walmart CEO exits, tech sell-off deepens, Fed split grows

14 Nov 2025

Contributed by Lukas

US stocks fell for a second straight day as the post-shutdown market reset collided with doubts about rate cuts and another rout in tech. Nasdaq futur...

Shutdown vote lifts futures, AMD talks big on AI, Circle cools

12 Nov 2025

Contributed by Lukas

US stock futures rise as the House prepares to vote on ending the 43-day government shutdown, with reopening possible by midnight if the bill passes a...

Shutdown deal nears, SoftBank exits Nvidia, AI stocks wobble

11 Nov 2025

Contributed by Lukas

US stocks opened mixed as investors weighed the Senate’s passage of a bill to end the government shutdown and a pair of jolting AI headlines. The me...

Shutdown deal lifts stocks, Disney earnings on deck, AI bubble fears

10 Nov 2025

Contributed by Lukas

US stock futures climb as Washington inches closer to ending the government shutdown. The Senate advanced a bipartisan bill 60–40 that would reopen ...

Musk wins $1T pay vote, AI robot hype, Bitcoin dips again

07 Nov 2025

Contributed by Lukas

US markets edge lower to close the week as investors digest Elon Musk’s latest triumph — Tesla (TSLA) shareholders approving his $1 trillion pay p...

Record layoffs, FAA flight cuts, Tesla’s $1T pay vote

06 Nov 2025

Contributed by Lukas

US stock futures are little changed as investors weigh lofty valuations, strong earnings, and fresh signs of labor market stress. Qualcomm (QCOM) is t...

Tech rout tests AMD, McDonald’s snack wrap boom, Bitcoin whales sell

05 Nov 2025

Contributed by Lukas

US stocks are bouncing off session lows after a sharp tech and chip sell-off wiped about $500 billion in market value from the Philadelphia Semiconduc...

Palantir tumbles, Burry bets against AI darlings, shutdown pain grows

04 Nov 2025

Contributed by Lukas

US stock futures are under pressure as Palantir (PLTR) slides despite beating on earnings and raising its full-year outlook, with investors balking at...

Buffett’s record $382B cash pile, $40B Kenvue deal, OpenAI’s $38B Amazon pact

03 Nov 2025

Contributed by Lukas

US stocks kick off November on a positive note after October marked a sixth straight month of gains, with futures higher ahead of a big week for earni...

US–China truce, Fed hawkish, Big Tech spending surge

30 Oct 2025

Contributed by Lukas

US stocks edge lower after a busy night of earnings and policy headlines. President Trump and China’s Xi Jinping agreed to a one-year trade truce at...

Nvidia hits $5 trillion, Fed decision day, Boeing’s $4.9B charge

29 Oct 2025

Contributed by Lukas

US stocks rose as Nvidia (⁠NVDA⁠) became the first company to hit a $5 trillion market cap, driven by record AI chip demand and bullish guidance f...

Amazon cuts 14,000 jobs, OpenAI restructures, Fed meeting begins

28 Oct 2025

Contributed by Lukas

US stocks edge higher as the Federal Reserve kicks off its two-day policy meeting and Big Tech earnings loom. Amazon (AMZN) announced it will cut 14,0...

Trade truce optimism, Big Tech earnings week, Fed cut ahead

27 Oct 2025

Contributed by Lukas

US stocks open higher as hopes rise for a U.S.–China trade truce. Treasury Secretary Scott Bessant told NBC’s Meet the Press that the two countrie...

Inflation cools, Fed cut locked in, Intel rebounds

24 Oct 2025

Contributed by Lukas

US stocks surged after September CPI came in cooler than expected, rising 3.0% yearly versus the 3.1% forecast by economists. The report, the first ma...

Tesla misses, oil jumps, Southwest CFO on bag fees

23 Oct 2025

Contributed by Lukas

US stocks open slightly lower as Tesla (TSLA) shares slide following mixed Q3 results. Revenue topped expectations at $28B, but operating profit plung...

Netflix misses, gold drops, Tesla earnings on deck

22 Oct 2025

Contributed by Lukas

US stocks open mixed as earnings season heats up and Netflix (NFLX) shares tumble 8% after the streaming giant missed expectations on both revenue and...

Earnings drive markets, GM surges, Warner Bros. explores breakup

21 Oct 2025

Contributed by Lukas

US markets open mixed as earnings season heats up, with General Motors (GM) and Coca-Cola (KO) topping estimates while warning of tariffs and shifting...

Amazon outage hits web, Tesla earnings ahead, CPI finally coming

20 Oct 2025

Contributed by Lukas

US markets open higher as stocks rebound from last week’s volatility despite a major Amazon Web Services (AMZN) outage that took down large portions...

Trump softens China tariffs, gold rallies, regional banks hit

17 Oct 2025

Contributed by Lukas

US stocks open mixed after President Trump told Fox Business the 100% tariff on China “won’t stand,” calling high tariffs “not sustainable.”...

AI trade surges, Fed split, United lifts outlook

16 Oct 2025

Contributed by Lukas

US stocks open higher as the AI trade reignites on record results from Taiwan Semiconductor (TSM), which posted record quarterly profit and raised its...

Bank earnings beat, gold at record highs, Trump escalates China threats

15 Oct 2025

Contributed by Lukas

US stocks rebound as investors digest another wave of strong bank earnings and rising geopolitical tension. Gold hits a new record above $4,200 an oun...

China tensions hit markets, big banks beat, J&J spin-off

14 Oct 2025

Contributed by Lukas

US stocks fall as tensions with China escalate after Beijing sanctioned the US subsidiaries of a major South Korean shipping company in retaliation fo...

Trump softens tone on China, markets rebound, OpenAI signs Broadcom deal

13 Oct 2025

Contributed by Lukas

US stocks rally as President Trump strikes a conciliatory tone toward China after threatening new tariffs last week. Futures and European markets surg...

Buy-everything rally rolls on, CPI workaround, Levi’s slips

10 Oct 2025

Contributed by Lukas

US stocks edge higher as the “buy-everything” rally stretches into another session. Gold hits fresh records, crypto surges, and the dollar posts i...

Stocks steady, Pepsi and Delta beat, gold still shining

09 Oct 2025

Contributed by Lukas

US stocks hold near record highs after the S&P 500 (^GSPC) and Nasdaq (^IXIC) both closed at all-time highs. Gold remains near $4,000 an ounce, driven...

Gold hits $4,000, Nvidia invests in Musk’s xAI, Fed Minutes ahead

08 Oct 2025

Contributed by Lukas

US stocks rebound after a rare pullback, with futures pointing higher ahead of the Federal Reserve’s September meeting minutes. Gold surges past $4,...

OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar

06 Oct 2025

Contributed by Lukas

US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipm...

Shutdown drags on, AI fuels record highs, Trump eyes farmer bailout

03 Oct 2025

Contributed by Lukas

US stocks edge higher as Wall Street extends its record run despite the government shutdown entering day three. Economic data remains frozen, with the...

OpenAI hits $500B, shutdown drags on, Buffett’s $9.7B deal

02 Oct 2025

Contributed by Lukas

Tech stocks powered futures higher after OpenAI’s valuation jumped to $500B in a secondary share sale, igniting fresh momentum in AI names. Nvidia (...

Government shutdown begins, gold surges, Nike and Buffett deals

01 Oct 2025

Contributed by Lukas

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and ...

Shutdown deadline, tariffs expand, Spotify CEO exits

30 Sep 2025

Contributed by Lukas

US stocks edge lower on the final trading day of Q3, with the S&P 500 (^GSPC) heading for its best September since 2010. According to Washington watch...

Government shutdown looms, EA buyout, tariffs hit movies

29 Sep 2025

Contributed by Lukas

US stocks open the week higher as investors brace for a potential government shutdown if Congress fails to pass a short-term funding bill by tomorrow ...

Trump tariffs expand, PCE steady, Boeing lifted

26 Sep 2025

Contributed by Lukas

US stocks edge higher after three straight down sessions as investors digest fresh tariffs, inflation data, and Fed commentary. President Trump announ...

GDP surges, tariffs expand, Starbucks cuts jobs

25 Sep 2025

Contributed by Lukas

US stocks fall for a third straight day as the summer rally cools, even after revised Q2 GDP showed the US economy grew 3.8% — the fastest pace in n...

Micron and Alibaba fuel AI rally, Powell cautious, lithium deal

24 Sep 2025

Contributed by Lukas

US stocks rebound after Tuesday’s dip, with Micron (MU) and Alibaba (BABA) driving AI optimism. Micron posted strong results and an upbeat outlook, ...

Nvidia pours $100B into OpenAI, gold rallies, Powell speaks

23 Sep 2025

Contributed by Lukas

US stocks search for direction after another record close, with futures flat ahead of Fed Chair Jerome Powell’s first remarks since last week’s ra...

Markets ease, Oracle shakeup, Trump’s $100K visa fee

22 Sep 2025

Contributed by Lukas

US stocks pull back from record highs as investors await Fed commentary and key inflation data later this week. Gold hits fresh records while bitcoin ...

Markets pause at records, Trump–Xi call, FedEx tops

19 Sep 2025

Contributed by Lukas

US stocks hover near all-time highs after the Fed’s first rate cut of 2025, with the Russell 2000 (^RUT) closing at a record for the first time sinc...

Nvidia invests $5B in Intel, Fed fallout, UK tech push

18 Sep 2025

Contributed by Lukas

Intel (INTC) shares surge after Nvidia (NVDA) unveils a $5B investment and chip collaboration, making it one of Intel’s largest shareholders. The mo...

Fed decision day, China bans Nvidia chips, Trump in UK

17 Sep 2025

Contributed by Lukas

US stocks hold steady ahead of the Fed’s 2 p.m. ET decision, with a 25 bp rate cut widely expected — the first since 2024. Markets are also bracin...

Fed meeting begins, retail sales strong, Trump sues NYT

16 Sep 2025

Contributed by Lukas

US stocks look to extend record gains as the Fed kicks off its two-day policy meeting, with a 25 bp rate cut widely expected. Newly confirmed Fed Gove...

Fed meeting nears, Musk buys Tesla, Nvidia probed

15 Sep 2025

Contributed by Lukas

US stocks edge higher ahead of the Fed’s policy meeting this week, with a quarter-point cut expected Wednesday. President Trump continues to pressur...

CPI heats, Fed cut in focus, Oracle fuels rally

11 Sep 2025

Contributed by Lukas

US inflation came in slightly hotter than expected in August, with headline CPI up 0.4% month over month and core CPI up 0.3%, keeping annual inflatio...

Oracle soars, Wall Street lifts targets, PPI cools

10 Sep 2025

Contributed by Lukas

US stocks push higher with the S&P 500 and Nasdaq at record highs after Oracle (ORCL) surges more than 30% on blowout AI-driven cloud guidance, adding...

Apple iPhone launch, Oracle earnings, jobs revision ahead

09 Sep 2025

Contributed by Lukas

US stocks edge higher with the Nasdaq (^IXIC) at a record as investors await revised jobs data and key inflation reports later this week. Apple (AAPL)...

Jobs miss, Fed cut bets surge, Musk’s $1T payday

05 Sep 2025

Contributed by Lukas

A weaker-than-expected August jobs report cements expectations for a September Fed rate cut, with just 22,000 jobs added versus forecasts for 75,000. ...

Google wins the antitrust case, bond yield spikes, and retail splits

03 Sep 2025

Contributed by Lukas

Google parent Alphabet (GOOG) rallies after a judge ruled it will not have to divest Chrome in the DOJ’s antitrust case, though the company must end...

Stocks slip in September, Kraft Heinz split, Pepsi in play

02 Sep 2025

Contributed by Lukas

US stocks open the month lower after August gains, with September historically the weakest month for equities. Gold prices hit a record as investors s...

Inflation steady, Fed cut odds, AI chips slide

29 Aug 2025

Contributed by Lukas

US stock futures dip after the Fed’s preferred inflation gauge, core PCE, rose 2.9% year over year — in line with estimates but still above the ce...

Nvidia wavers, GDP surprise, Mexico-China tariffs

28 Aug 2025

Contributed by Lukas

Nvidia (NVDA) stock edged lower after reporting record Q2 earnings but softer-than-expected data center revenue, signaling growth may moderate after a...