Dow Jones Reaches Record Highs, Software Stocks Extend Rebound: What's Moving Markets Tuesday?

U.S. stocks are little changed on Tuesday, but the Dow Jones Industrial Average is stealing the spotlight as it pushes to fresh record territory.

The blue-chip index is up 0.6% at around 50,400 points by midday trading in New York, extending its year-to-date gains to nearly 5%.

If February closes in positive territory, it would mark the Dow's 10th consecutive month of gains, tying the longest winning streak on record alongside the 2017–2018 run.

Small caps are also higher, with the Russell 2000 up 0.6% and moving back toward a retest of its all-time highs.

The S&P 500 is little changed, up 0.1%, while the Nasdaq 100 is also flat on the session.

The software sector continues its recovery for a third straight session. The iShares Expanded Tech-Software Sector ETF (NYSE:IGV) is up 8.5% over the past three sessions, marking its strongest three-day performance since April 2025.

Utilities are the top-performing sector on Tuesday, while financials lag the broader market, down about 0.5%.

Among earnings movers, Coca-Cola Co. (NYSE:KO) slips 2.5% after quarterly revenue narrowly missed expectations. Marriott International Inc. (NASDAQ:MAR) jumps more than 8% after issuing stronger-than-expected guidance for 2026.

Spotify Technologies S.A. (NYSE:SPOT) soared 14% after blockbuster results, eyeing the best session since October 2019.

Ferrari N.V. (NYSE:RACE) surges 10.5% — its best session since January 2024 — following upbeat earnings results. Datadog Inc. (NASDAQ:DDOG) rallies 16.3%, while S&P Global Inc. (NYSE:SPGI) plunges 7.7% after missing earnings estimates.

The ratings giant is now down roughly 22% month-to-date, on track for its worst monthly performance since September 2009.

Commodities trade mostly lower, with gold down 0.9%, silver sliding 2.4%, and oil easing 0.4%.

Bitcoin (CRYPTO: BTC) slips 0.3%, falling back below $70,000.

Tuesday’s Performance In Major US Indices, ETFs

Major Indices	Price	1-day %
Russell 2000	2,703.49	0.6%
Dow Jones	50,407.90	0.6%
S&P 500	6,980.25	0.1%
Nasdaq 100	25,297.91	0.1%

According to Benzinga Pro data:

• The Vanguard S&P 500 ETF (NYSE:VOO) flattened at $639.77.
• The SPDR Dow Jones Industrial Average (NYSE:DIA) moved 0.55% to $503.99.
• The tech-heavy Invesco QQQ Trust Series (NASDAQ:QQQ) eased 0.20% to $615.57.
• The iShares Russell 2000 ETF (NYSE:IWM) traded at $268.45.
• The Utilities Select Sector SPDR Fund (NYSE:XLU) outperformed, up 1.5%; the Financials Select Sector SPDR Fund (NYSE:XLF) lagged, down 0.5%.

Russell 1000's Top 5 Gainers

Stock (EXCHANGE: TICKER)	% Change
Datadog Inc.	+16.44%
Spotify Technology S.A.	+13.91%
Kyndryl Holdings Inc. (NYSE:KD)	+12.09%
Entegris Inc. (NASDAQ:ENTG)	+10.68%
Masco Corp. (NYSE:MAS)	+9.57%

Russell 1000's Top 5 Losers

Stock	% Change
Becton Dickinson Co. (NYSE:BDX)	-17.39%
Medpace Holdings Inc. (NASDAQ:MEDP)	-15.23%
Amentum Holdings Inc. (NYSE:AMTM)	-10.77%
ZoomInfo Technologies Inc. (NASDAQ:ZI)	-9.49%
Under Armour Inc. (NYSE:UA)	-9.46%