What happened?

A number of stocks jumped in the afternoon session after falling crude oil prices fueled a broad market rebound and eased cost concerns surrounding artificial intelligence data center construction. CNBC reported that the major indexes rallied as oil prices dropped. In the session, Brent was down about 4% to around $94 a barrel and West Texas Intermediate was down about 3% to around $87. United States equities rallied to claw back losses from the prior week as retreating crude benchmarks alleviated inflationary headwinds across major industries.

Lower energy prices are particularly advantageous for energy-intensive sectors, offering timely relief to developers scaling artificial intelligence facilities. Construction of hyperscale data centers requires substantial capital and power resources, making sustained high energy costs a threat to projected operating margins. As fuel costs swung lower, concerns regarding buildout budgets diminished, driving broad-based investor optimism across the technology and infrastructure ecosystem.

The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.

Among others, the following stocks were impacted:

• Engineering and design services company Sterling (NASDAQ: STRL) jumped 14.6%. Is now the time to buy Sterling? Access our full analysis report here, it’s free.
• Consumer discretionary - broadcasting company Gray Television (NYSE: GTN) jumped 13%. Is now the time to buy Gray Television? Access our full analysis report here, it’s free.
• Infrastructure distributors company Ferguson Enterprises (NYSE: FERG) jumped 13.4%.
• Advertising software company The Trade Desk (NASDAQ: TTD) jumped 17.5%. Is now the time to buy The Trade Desk? Access our full analysis report here, it’s free.
• Renewable energy company Bloom Energy (NYSE: BE) jumped 12.1%. Is now the time to buy Bloom Energy? Access our full analysis report here, it’s free.

Zooming in on The Trade Desk (TTD)

The Trade Desk’s shares are extremely volatile and have had 33 moves greater than 5% over the last year. But moves this big are rare even for The Trade Desk and indicate this news significantly impacted the market’s perception of the business.

The previous big move we wrote about was 20 days ago when the stock gained 3.1% on the news that software stocks extended gains as the broader stock market undergoes an overhaul regarding the future of the artificial intelligence trade. Repricing continued to unfold following the previous week’s sharp retreat in tech equities, when mounting financing hurdles weakened demand for physical artificial intelligence builders. As reported by CNBC, high-growth software stocks are looking increasingly attractive as market participants rotate money out of the semiconductor sector and into the parts of the AI trade that they believe will outperform going forward.

CNBC noted that this rotation is being driven by growing investor weariness that the broader market will face a challenging environment next year due to a ballooning U.S. fiscal deficit, higher inflation, and an anticipated deceleration in the massive AI infrastructure capital expenditure cycle. Furthermore, CNBC explained that the earlier narrative surrounding "software obsolescence"—where investors feared AI agents could replace traditional software packages—has largely receded as strong earnings expectations and new AI product partnerships revive confidence in the sector. Ultimately, CNBC observed that this shift in sentiment has created a pronounced divergence in the market, with software sector ETFs climbing sharply in recent months while semiconductor ETFs suffer extended, historic losing streaks.

The Trade Desk is down 59.7% since the beginning of the year, and at $15.18 per share, it is trading 65.6% below its 52-week high of $44.20 from November 2025. Investors who bought $1,000 worth of The Trade Desk’s shares 5 years ago would now be looking at only $156.39.

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