Today's American Stocks Pulse
Goldman Sachs lifts S&P 500 year‑end target, dismisses bubble fears
Goldman Sachs raised its forecast for the S&P 500’s year‑end level, citing continued earnings strength, and said the market is not in a bubble. Analysts also note a potential melt‑up could push the index toward 8,000 if momentum holds.
Bank of America Resets Microsoft Stock Forecast After Earnings
Bank of America raised its Microsoft earnings per‑share forecasts and lifted the price target to $500 after the company posted an 18% revenue jump to $82.9 billion in Q3. Azure’s cloud revenue surged 39% in constant currency, outpacing Wall Street expectations, while Microsoft 365 Copilot added 5 million paid seats, reaching 20 million total. However, the outlook highlighted a steep rise in capital expenditures, with guidance of more than $190 billion for 2026, $37 billion above consensus. The mixed signals left the stock down about 16% YTD despite broader market gains.
Tech Stocks Close Out Best Month Since Start of Covid Pandemic in 2020
The Nasdaq Composite surged 15.29% in April, delivering its strongest monthly gain since the pandemic‑era rally of April 2020. Robust earnings from Alphabet, Amazon and Microsoft propelled the broader tech rally, while chipmakers such as Micron, AMD and Intel posted gains...
Reddit Stock Jumps As Q1 Results Beat Expectations
Reddit (RDDT) reported first‑quarter earnings of $1.01 per share, a 650% jump from a year earlier, and revenue of $663 million, up 69% and beating analyst forecasts. Advertising sales surged 74% to $625 million, underscoring strong demand for digital ads despite macro‑economic...
Recovered Losses, Closed up 2.6% with SLNH, OSCR, HOOD
Recovered the losses from yesterday a little bit. Ended the day up 2.6%. Big winners were $SLNH, $OSCR and $HOOD. No trades today. How did you guys do?
Red-Hot AI Stock Western Digital Slides Late Despite Earnings Beat
Western Digital (WD) posted fiscal Q3 earnings that beat expectations, reporting adjusted earnings of $2.72 per share, a 97% year‑over‑year increase, and revenue of $3.34 billion, up 45%. The results were driven by soaring demand for hard‑disk drives in AI data...
Qualcomm Beats Q2 2026 Forecast, CFO Highlights R&D Spend and Automotive Surge
Qualcomm reported Q2 2026 revenue of $10.6 billion and non‑GAAP EPS of $2.65, surpassing analyst expectations. CFO Akash Palkhiwala emphasized a bottoming of handset shipments in China and outlined a $2.6 billion operating expense target, while the company returned $3.7 billion to shareholders...
Dow Adds 790 Points on Caterpillar Earnings: Stock Market Today
The Dow Jones Industrial Average surged 790 points, closing at a record 49,652, propelled by a 9.9% jump in Caterpillar after it beat Q1 earnings and lifted its full‑year revenue outlook. Alphabet powered the market higher with a 10% stock...
Magnificent Seven Earnings Set to Sway S&P as AI Spending Comes Under the Microscope
Alphabet, Amazon, Meta Platforms and Microsoft will release quarterly results after the close on Wednesday, together accounting for nearly one‑fifth of the S&P 500’s market cap. Traders are watching AI‑related capex guidance and the implied $750 billion options move, while futures...
Nasdaq 100's Rare Large Lower Wick Signals Potential Weakness
With its recovery move, Nasdaq 100 has put in a larger 'lower wick'. Quite unusual to see a large (over 1% of spot) wick at a record high. Last time was Jan 25, 2021 and only three instances in the...
S&P 500 Heads for Its Best Month Since 2020 — Plus, Apple Earnings on Deck
The S&P 500 surged over 10% in April, putting the index on track for its best month since 2020 and briefly topping 7,200. A simultaneous rally lifted the Nasdaq more than 15% for the month, helped by lower oil prices and...
S&P 500 Historically Rallies in May, June, July
Love reading @dailychartbook each day, but even more when I realize I'm in there ;) 28. SPX seasonality. "The S&P 500 has been up 12 of the past 13 Mays. The S&P 500 has been up 9...
Meta Hits Valuation Bottom, 20x Upside Potential
Meta down -9% today. 20x fwd earnings + 18x fwd. EBIT. $META bottomed at 12x fwd earnings and single digit fwd. EBIT back in 2022, when the company fought three headwinds simultaneously.
Stock Movers: Meta, Ford, Eli Lilly (Podcast)
Meta announced a $125‑$145 billion capital‑expenditure plan, above analyst estimates, and a $20‑$25 billion bond sale, pushing its shares lower. Ford raised its full‑year profit outlook to as much as $10.5 billion EBIT but warned of a $2 billion hit from rising commodity costs,...
US Q1 Growth Defies Shutdown, AI‑Driven Investment Surges
The US Economy grew by 2% in Q1 despite shutdown as business investment grew by most in 3yrs on AI and consumer spending grew by a better than expected 1.6%. I can literally hear some ppls' teeth gnashing (thoughts and...
Capex News Splits Big Tech: Alphabet Up, Meta Down
April 30, 2026. The market just split Big Tech in half. Alphabet +7% on a capex raise. Meta -9% on the same kind of news. Microsoft -5%. Amazon flat. Same headline, four different verdicts. That tells you something important —...
Jim Cramer Sees These 2 Stocks as Buys After a Busy Night of Big Tech Earnings
Jim Cramer’s CNBC Investing Club highlighted a mixed earnings night for the four hyperscalers, with Alphabet up 5% and Meta down roughly 10%. Despite the volatility, Cramer singled out Amazon as the only buy recommendation among the group. Nvidia’s stock...
US Market Loses $600B Amid Trump News, Oil Spike
🚨 BIG SELL OFF IN US MARKET 🚨 $400,000,000,000 wiped out in just 40 minutes of opening US Market. This came after $200,000,000,000 wiped out yesterday over BAD NEWS COMING FROM TRUMP. OIL price $105 raising tensions for INDIAN STOCK MARKET &...
Meta, Microsoft Stock Stalled by Capex Obstacles
Meta Platforms and Microsoft posted strong Q1 earnings but saw shares tumble as investors reacted to higher-than-expected capital expenditures and tepid user‑growth outlooks. Meta fell 10.3% to $600.42, missing its 200‑day moving average, while Microsoft slipped 3.3% to $410.22 after...
Markets Soar While Americans Feel Economic Despair
S&P 500: ALL-TIME HIGH Consumer Sentiment: ALL-TIME LOW Wall Street says the economy is booming, but is not for the average American.
Powell Stays on Fed Board, Blocking Trump Nominee, as US and Indian Stocks React
Jerome Powell announced he will remain a Fed governor after his term as chair ends on May 15, effectively denying President Trump a seventh board seat. The decision comes as the Fed held rates steady at 3.5%-3.75% and sparked mixed...
U.S. Futures Hold Steady Ahead of Fed Decision as $750 B of Options Implied Moves Loom
U.S. equity index futures were flat this morning as investors braced for the Federal Reserve’s rate decision and a wave of earnings from the so‑called Mag 7 tech giants. The seven companies together represent nearly 20% of the S&P 500 and...
Michael Burry Warns SpaceX IPO Could Force 401(k) Funds Into Low‑float Stock
Michael Burry, the hedge‑fund manager famed for betting against the 2008 housing market, warned that SpaceX’s confidential filing for what could be the largest IPO ever may be automatically added to the Nasdaq‑100 under a new “Fast Entry” rule. The...
Limit Downside, Capture Upside with Options Before Earnings
📺 MARKET REACTION TO MEGA-CAP EARNINGS: TREND STILL INTACT 🔴 Get today's newsletter: https://t.co/Rqp84Wg39F The market has been in a constructive uptrend, with $SPY holding above the 8-day, which has been key support throughout the recent rally. Major overhangs are now behind us:...
TMTB Morning Wrap; Google, Amazon, MSFT, META KLAC EQIX & More Earnings Roundups
The earnings season highlighted AI and compute as the dominant theme, with Google delivering the cleanest results—search up 19% and cloud revenue soaring 63%—while raising FY26 capex to $180‑190 billion and hinting at a steep FY27 increase. Amazon posted solid growth,...
Meta Beats Estimates Yet Shares Slide 10% Pre‑Market
Despite beating consensus on Q1 revenue and Q2 guidance in its earnings release last night, Meta's stock is trading down nearly 10% pre-market this morning.
Tech Earnings Ahead as Gas Storage Drops
📊 Pre-Market Brief | Thu, Apr 30 ─────── 📅 MACRO DATA Natural Gas Storage: Est 83 | Prior 103 Core PCE Price Index m/m: Est 0.3 | Prior 0.4 ─────── 💰 MAG 7 EARNINGS MSFT Wednesday Est 4.07 GOOGL Wednesday Est 2.63 META Wednesday Est 6.67 AMZN Wednesday Est 1.89 AAPL...
Fed Holds Rates Steady in Powell’s Likely Final Meeting, Markets React
The Federal Open Market Committee voted 8-4 to keep the federal‑funds rate unchanged at 3.5%‑3.75% in what is expected to be Jerome Powell’s final meeting as chair. The decision, driven by heightened oil‑price volatility from the Iran war, sparked a...
Low Volume at New Highs Mirrors 2007 Market Peak
@KeithMcCullough @SamofAmerica @RPKent @HedgeyeDJ Data suggest that volume alone is not a reliable indicator of a rally’s ability to sustain itself. That said, the last time we observed this degree of persistently low volume accompanying a new all-time high...
Meta Tops Q1 Revenue Growth, All Tech Outpace S&P
Q1 Revenue Growth, YoY % Change... Meta $META: +33% Google $GOOGL: +22% Microsoft $MSFT: +18% Apple $AAPL: +17% Amazon $AMZN: +17% Netflix $NFLX: +16% Tesla $TSLA: +16% S&P 500 $SPY: +10%
Carvana Sets Record with 187,393 Vehicles Sold in Q1, Analysts Upgrade Ahead of Earnings
Carvana reported a record 187,393 vehicles sold in Q1 2026, a 40% year‑over‑year increase, and $6.43 billion in revenue. Morgan Stanley upgraded the stock, citing the retailer’s growth and new dealership acquisitions, while warning of macro headwinds.
Cook Blames Supply Constraints for Weaker iPhone, Stock Unmoved
Cook says the iPhone would have been stronger if not for supply constraints. I'm surprised the stock did not move higher. $AAPL
QQQ Climbs 0.9% as Non‑big‑tech Rallies 2%
the $QQQ was +0.9% today... $NVDA $META $MSFT detracted -1% from that number, leaving the other 97 tickers +2% on the day... h/t @KoyfinCharts https://t.co/xpa4W104Sd
SPY Hits ATH as Apple Posts $111B Revenue Beat
$SPY closes at ATH and then Apple just reported quarterly revenue of $111b that beat analysts' estimates.. nice breakdown of just how much money they make and how: https://t.co/Br9j6yDTNs
Apple Beats Estimates, Shows Broad Segment Strength
$AAPL this is a clean beat with broad strength. iPhone +22%, Services +16%, China +28%, gross margin 49.3%, and the $100B buyback. If management’s call commentary does not walk down June-quarter expectations, this should read bullish.
Fermi America CEO Fired After 81% Stock Plunge
Plot thickens at Rick Perry's @FermiAmerica . Fresh SEC filing reveals former CEO Toby Neugebauer was just fired altogether for cause, removing him from the board -- after stock for this planned colossal AI energy campus plunged in value 81%....
S&P 500 Posts 10%+ Monthly Gain, Rare Historic High
The S&P 500 just went 10%+ for the month and finished the month at a new all-time high monthly close. The precedent? Nov-20 Dec-91 Jan-87 Nov-80
SPX Upside Bet Hits 7209 Target
As posted pre-market MONDAY: “I’ve got SPX 7191 tagging as upside bet” We tagged 7209 today/EOM close. https://t.co/k9g9uy0uak
April S&P 100% Up Days: Rare Historical Event
The $SPX finished April with six 1% gains and zero 1% losses. This is rare. Since Aug 1973, it’s only happened 3 other months: Oct 2015 → -0.7% YTD Dec 1991 → +28.0% YTD Jan 1976 → +18.2% YTD source: @StockCharts https://t.co/jlP09VYfQG
Trend Day Surge Leaves 7223.25 Behind, ETFs Lead
Pure trend day UP off Buy Day, 7223.25 PH left in the dust. Will be important level for tomorrow. AIPO FAN IFRA and POWR top performing ETFs. but laggards like XLV...
SPY Surges Past Bull Trap, Breadth Signals Strength
SPY powering into highs, a lot of talk yesterday about "bull trap", ended up being a bear trap, great breadth signals opening hour, 8-MA held firm whole consolidation period
S&P 500 Surges Past All-Time High Despite Energy Crisis
The S&P 500 shrugs off global energy crisis and hits a new all-time high https://t.co/VUKIJmA8mW
S&P 500 Surpasses 7,200, Doubling Decade‑Long Gains
The S&P 500 just crossed above 7,200 for the first time. A year ago it was at 5,600. 5 years ago it was at 4,200. 10 years ago it was at 2,100. $SPX https://t.co/b24VEKNTKj
Solid Breadth Signals Dip Was Fake, Stocks Set to Rise
Breadth staying rock solid, that early dip in stocks showed zero signs of real selling, and was a great signal we would rip higher https://t.co/lnD4Mep9fQ
Qualcomm Shares Surge 19% on AI‑focused Earnings Beat
.@Qualcomm stock is up 19% on earnings beat, and datacenter & AI expectations. Qualcomm CEO spoke to @jonfortt on CNBC moments ago. ‘Agent driven devices ‘ will need more CPU, says @cristianoamon, Qualcomm CEO. I will argue that we have...
Visa Drops Below 200-Day MA, Marks May Batt
$V Daily. Post-earnings pop, Visa back below 200-day moving average. This price level also goes back 20 months as being significant. Battleground area headed into May for Dow component https://t.co/eq2VIbxEN8
Meta Beats Earnings but Spending Worries Drive Stock Down
$META's earnings response is less ambiguous. Though it also beat top line, the spending concerns were already driving the stock lower after hours last night. We start with a -7.4% gap lower on the open and we are adding to it...
Amazon's Earnings Beat Sparks Brief Surge, Then Decline
That's an interesting earnings reaction... $AMZN beat topline, which probably earned that initial 3.9% gap higher on the open, but it has reversed all of those gains and more: https://t.co/PPwVRjEAyJ
Equal‑Weight Index Beats Weighted Despite Blockbuster Mags Earnings
Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔
Global Markets Surge as US Mega‑cap Tech Lags
A ton of green away from US mega-cap tech $RSP, SMIDs, & ex-US +1%... bitcoin, bonds, gold also up https://t.co/DbNQGqHO7X
Caterpillar Boosts DJIA, Offsetting 90‑Point Drop
DJIA would be down 90pts if not for $CAT (adding 370pts to the average) https://t.co/enUdGgtidO