Ben Bernanke's spreading his magic around the Dow Jones Industrial Average (DJINDICES:^DJI) today. The index has taken another triple-digit leap on quantitative-easing hopes. The Federal Reserve chairman didn't say much about the end of economic stimulus yesterday, nor did the central bank's release of minutes indicate a firm plan to taper easing anytime soon. That's been enough to fuel momentum on the markets: The Dow has taken off by more than 170 points as of 2:25 p.m. EDT, and nearly every stock on the index is in the green. Let's check out the big stories of the day.

Disney paces the Dow's gains
's (NYSE:DIS) taking advantage of the stimulus-fueled day of gains in a big way, with shares up 2.7% so far to rank among the Dow's top stocks. Investors are looking past the company's big-budget sales flop The Lone Ranger, which has been destroyed by competing films at the box office so far. It's safe to say the film won't be earning back its reported $250 million budget after grossing less than $30 million domestically in its opening weekend.

For Disney investors, however, the movie's failure is a reminder of how the big picture matters more than ever for this entertainment goliath. While Lone Ranger is one to forget, Disney is still the company that owns untouchable brands such as Marvel and Star Wars -- the latter of which has industry analysts projecting that Star Wars: Episode VII could rake in more than $1 billion at the box office when it arrives in 2015. With ESPN and a host of other cash cows in its portfolio, Disney can endure a big-budget flop much more easily than other studios.

Microsoft's (NASDAQ:MSFT) also shaking up the Dow today -- but the stock's 2.6% rise owes to the company's own internal shake-up. CEO Steve Ballmer is reorganizing the company into fewer business units and moving management around in order to shift toward hardware and Internet offerings. Microsoft is putting emphasis on areas such as cloud computing while stressing sales of devices such as the new Xbox One entertainment console and Surface tablet.

It's an organizational switch for Microsoft, but it's a change the company needs after certain products hit the market to little or muted fanfare -- particularly such ho-hum offerings as the Surface tablet and the Windows 8 operating system. The Xbox One's own PR backlash was the latest example of how Microsoft's old methods haven't translated well to a new era dominated by mobile. While Microsoft is still a money-making machine on Wall Street, investors will need to watch how Ballmer's changes enhance the company's ability to adapt to a changing industry.

Hewlett-Packard (NYSE:HPQ) is adding to tech's gains with a 1.8% rise, but the company's victory today is a strange one. Rival PC maker Lenovo leaped past HP as the top PC-maker in the world today -- normally not a cause for celebration from investors, and HP leadership certainly didn't take it as a good thing. However, HP desperately needs to pivot away from the PC market, and while the firm is still reliant on the industry for sales, other high-growth areas will chart HP's future. It's unusual for investors to cheer on bad news, but for HP, more motivation to turn away from the PC market is good.

Fool contributor Dan Carroll has no position in any stocks mentioned. The Motley Fool recommends Walt Disney. The Motley Fool owns shares of Microsoft and Walt Disney. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.