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.
Pershing Square USA Falls 18% on NYSE Debut After $5 Billion IPO
Bill Ackman's Pershing Square USA Ltd. opened at $42 and closed at $40.90 on its NYSE debut, an 18% drop despite a $5 billion IPO that set a record for U.S. closed‑end funds. The sharp fall has reignited debate over the ability of novel structures to avoid the discounts that typically plague closed‑end vehicles.
Meta Q1 2026 Beats Revenue Forecast, Highlights AI Push, Reality Labs Loss
Meta reported first‑quarter revenue of $56.3 bn, a 33% jump year‑over‑year, and earnings of $10.44 per share, surpassing analysts’ expectations. The earnings call spotlighted rapid AI adoption across its family of apps and disclosed a loss at the Reality Labs division,...
L3Harris Files Draft Prospectus for Missile Solutions IPO Amid Rising Defense Spending
L3Harris Technologies filed a confidential draft S‑1 with the SEC to launch an IPO of its Missile Solutions business, following the March appointment of Kenneth Bedingfield as president. The filing arrives as the defense sector absorbs a $25 billion war cost...
AI‑Driven SaaS Stocks Plunge in ‘SaaSpocalypse’: Salesforce and ServiceNow Under Pressure
Investors are dumping pure‑play SaaS names as AI‑generated code tools raise doubts about long‑term software demand. Salesforce (CRM) and ServiceNow (NOW) have seen their shares tumble, prompting analysts to label the rout a “SaaSpocalypse.” The sell‑off highlights a broader market...
Stock Market News, April 30, 2026: Nasdaq, S&P Close at Records, Finishing Best Month Since 2020
U.S. equity markets closed April on record highs, with the Nasdaq climbing 15.3% and the S&P 500 posting its strongest monthly gain since 2020. The rally was powered by an AI‑driven earnings surge and a 9.9% jump in Caterpillar shares...
Crypto Plunges, Big Tech Earnings Are Strong. So Why Are Markets Nervous?
US equity futures rose on strong after‑hours earnings from Alphabet and Amazon, but markets remain jittery as Brent crude surged to $120.30 a barrel, the highest level since mid‑2022. The Federal Reserve left its policy rate unchanged at 3.5‑3.75% amid...
AMD Surges as Big‑tech Earnings Tumble
Big Tech earnings just dropped today. Still a lot to read through. But one thing already looks clear: AMD is going so much higher.
AI Rally Risks Flip to Sell‑off Amid Profit‑taking
McElligott agrees: “If profit-taking starts to hit into this increasingly fragile setup, with AI looking “too far, too fast” into high-bar earnings, a growing risk of “sell the news” flows, and bonds selling off on renewed inflation pressure, the current extremely...
Buy GM or Ford Stock After Crushing Q1 EPS Expectations?
General Motors and Ford both delivered Q1 earnings that far exceeded Wall Street forecasts, with GM posting EPS of $3.70—42% above estimates—and Ford reporting $0.66, a 230% beat. Each company highlighted a sizable tariff refund ($500 million for GM, $1.3 billion pending...
SPX Risk Range Signals Minimal Downside, New Highs Ahead
Post all the noise and "news" post market close, my $SPX Risk Range™ Signal yawned with only -1.2% on the downside and upside to new all-time highs
Earnings Roundup: META, MSFT, AMZN, GOOGL Mixed Results
Hey @grok Can you give a summary of the good, the bad, and the ugly for $META $MSFT $AMZN and $GOOGL earnings from yesterday?
Apple Earnings, March PCE, Q1 GDP, Mortgage Rates: What to Watch
Apple reported fiscal Q2 results that topped analyst expectations, buoyed by stronger iPhone sales in China, double‑digit growth in services, and a surprise uptick in Mac shipments. The company also disclosed that CEO Tim Cook will step down in September,...
Bond Market Sees 12% Chance of Fed Hike, 5% Cut
The bond market is now pricing in a higher probability of a Fed RATE HIKE (12%) by the end of this year than a RATE CUT (5%). https://t.co/i77bnsp7MR
Flat Tape Masks Hidden Dispersion, Cautiously Bearish Outlook
Apr 29 close: the tape barely moved on the most loaded 24 hours of the quarter, and that is the tell. SPY pinned at $710 (-0.02%), Nasdaq +0.61%, Dow -0.56%, Russell -0.67%. The averages flatlining hid real dispersion underneath. Stance:...
Here's How Much Apple Stock Is Expected to Move After Earnings
Apple will announce its fiscal Q2 results after Thursday’s market close, and options traders are pricing in a potential 4% swing in the stock by week’s end. The move could push shares up to roughly $281, near the recent high...
Oil to $108, Yields Higher, Stocks Slightly Lower After Hours on Mag7 Earnings
Oil prices rose toward $108 a barrel as geopolitical tensions in the Strait of Hormuz and broader Iran‑related risks lingered, pushing the commodity near the upper end of its conflict‑driven range. The spike lifted the benchmark 10‑year Treasury yield to...
Google Climbs While Amazon, Microsoft, Meta Slide
Big tech earnings stock moves so far : $GOOG +3.5% 🟢 $AMZN -1.0% 🔴 $MSFT -1.6% 🔴 $META -6.0% 🔴
TMTB: GOOGL AMZN META MSFT First Takes
Alphabet posted a robust Q1 2026, delivering $109.9 billion in revenue—up 22% year‑over‑year—and an EPS of $5.11, an 82% jump that beat Street forecasts. Google Search grew 19% versus an 18% consensus, while YouTube ads rose 11% but lagged expectations. Google...
Google Smashes Earnings, Shares Hit All‑Time High
$GOOG just released their latest quarters earnings: - Revenue of $109.9B (+21.8% Y/Y) beats by $2.87B. - Q1 GAAP EPS of $5.11 beats by $2.44. - 5% dividend increase Google is trading at all-time highs in after hours.
GM Boosts Q1 2026 EBIT by $500 Million on Supreme Court Tariff Refund
General Motors lifted its adjusted EBIT to $4.3 billion and nudged full‑year guidance up $500 million, thanks to a Supreme Court‑mandated tariff refund. The boost came as total revenue slipped $400 million, underscoring the mixed impact of policy, EV restructuring and market dynamics...
OpenAI's Profitability Woes Threaten AI‑Powered Marketing Landscape
OpenAI has warned it may miss internal growth targets and could struggle to fund $600 bn of future computing contracts. The announcement rattles investors and raises concerns for marketing firms that depend on OpenAI’s models for content creation and personalization.
American Tower Q1 2026 Property Revenue Rises 3% YoY on Data Center Surge
American Tower Corp. posted a 3% year‑over‑year increase in Q1 2026 consolidated property revenue, excluding non‑cash items and FX impacts. The gain was powered by a 17% rise in data‑center revenue, while the company lifted full‑year guidance and boosted its...
SPX Near 10‑Day MA; Below Could Trigger Pullback
$SPX hit the 10 day MA today and hasn't confirmed a short term top yet, but that's likely to change tomorrow after the mixed reaction to MAG 7 earnings. A close below the 10 DMA would lead to a pullback...
CareDx Q1 2026 Earnings: COO Keith Kennedy Highlights 39% Revenue Rise and $170 M Lab Divestiture
CareDx posted $118 million in first‑quarter revenue, up 39% year over year, as COO and CFO Keith S. Kennedy detailed a shift toward higher‑margin testing services, a $170 million lab‑products divestiture, and a push for operational efficiency. The results set a new...
FirstEnergy Beats Q2 2025 Estimates, GAAP EPS Rises to $0.46
FirstEnergy reported Q2 2025 GAAP earnings per share of $0.46, far exceeding the $0.08 consensus, and reaffirmed its upper‑half EPS guidance for the year. The utility cited disciplined O&M spending, a $2.5 bn infrastructure investment to date, and a $1.6 bn debt‑reduction...
Markets Are Mixed Amid Fed Uncertainty: Stock Market Today
The Fed’s FOMC voted 8‑4 to keep the federal funds rate at 3.5‑3.75%, citing elevated inflation driven by higher global energy prices. Stocks slipped, with the Dow down 0.6% and the S&P 500 flat, while the Nasdaq edged higher as...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
SPY's $710 MVC Draws Magnetic Gamma Pull
$SPY spent practically the whole day at $710, which we identified this morning as the MVC. These elevated gamma levels can act like magnets.
Dual Commencement: The Russell Index Shift to Semi-Annual Rebalancing
The Russell 2000 and 1000 indexes will transition from an annual to a semi‑annual rebalancing schedule, with updates in June and December. After 37 years of yearly adjustments, the change aims to reduce style drift and keep the indexes aligned...
Hope Beneath the Headlines
RiverFront’s April 2026 Chart Pack highlights that the Iran‑driven oil shock pushed Brent crude above $100 per barrel, prompting a modest pullback in the S&P 500 while the Fed kept rates steady. Despite the geopolitical turbulence, the United States’ deepening energy independence...
How Options Traders Are Playing the Bloom Energy Stock Melt-Up
Bloom Energy Corp (BE) surged 23.5% to $279.64 after reporting Q1 adjusted earnings of 44 cents per share on $751 million revenue, both beating estimates, and raising its 2026 guidance. The company also announced a data‑center partnership with Oracle, pushing the stock...
Five 'Magnificent Seven' Names Will Post Earnings Before the Week Ends. Levels to Watch
Five of the Magnificent Seven megacap stocks—Alphabet, Amazon, Apple, Meta and Microsoft—are set to report earnings tonight and tomorrow, a catalyst that could reshape the MAGS ETF’s near‑term trajectory. The MAGS ETF has reclaimed its 200‑day moving average and is...
Equity Risk Premium at 4%, S&P Fair Value 7,455
While valuations in the US remain a concern for many investors, in my view they are justified by the macro fundamentals of all-time high (and rising) margins and tight credit spreads. Those two variables are the independent variables in my...
Options Market Shows Bigger Picture Beyond Tariffs, Iran
Tariffs. Iran. Parabolic price action. Each one looked like a big deal in the moment, but zoom out and the chart tells a different story. Kevin Davitt, Head of Index Options Content @Nasdaq, joined Dan & @GuyAdami to break down what the options...
Kforce Shares Jump 43% After Q1 Beat and Aggressive Outlook
Kforce (KFRC) rallied 43% in a single day after reporting first‑quarter earnings that topped Wall Street forecasts and projecting sales of $344‑$352 million for the current quarter. The staffing firm’s surprise profit growth and guidance have turned it into a high‑beta,...
Crane Co. Beats Q1 Forecast, Raises Full-Year EPS Guidance to $6.85
Crane Co. reported adjusted earnings of $1.65 per share for Q1 2026, a 15% rise, and revenue up 24.9% to $696.4 million. The industrial conglomerate lifted its full‑year EPS guidance to $6.65‑$6.85, citing robust core sales and acquisition contributions.
Market Misreads Risk, Tail Lies in 4pm AMC Tape
Today is the most asymmetric single trading day of Q2. In nine hours, four mega-caps representing $10.5 trillion of market cap report (GOOGL, MSFT, META, AMZN — all AMC), Jerome Powell delivers his final FOMC presser as Chair, and the...
Tomorrow's Post-FOMC Update and Big Tech Earnings Preview
Make sure you get tomorrow's post-FOMC update plus thoughts on $GOOGL $MSFT $AMZN $META etc earnings 📩 https://t.co/YtTTmqCyAJ
30‑Year Treasury Yield Reaches 5%, Near 18‑Year
*US 30-YEAR YIELD TOUCHES 5% FOR FIRST TIME SINCE JULY 2025 Now just 11 bps from a new 18-year high. https://t.co/Aow1azOUWb
Tech Beats Mask Macro Weakness, Markets Still Slide
Tech earnings beat… and stocks still dropped. $META $GOOG $AMZN That tells you everything. Oil at $108 Gas at highs since 2022 Fed divided like we haven’t seen since 1992 This isn’t a “buy the dip” market… it’s a read the macro market. https://t.co/cHKTtu3no5
S&P 500 Stalls Near 7,180 Resistance, Sideways Trend
#SP500 doji Candle and Sideways. Resistance ATH 7178. Support 7000, 6740, 6500. RSI 65 not high. Top Bollinger Band 7196. Midpoint Line 7118. Bottom Band 7040.
Microsoft Stock Bounces, Awaiting Volatile Earnings Call
407 low. back to 415. and we haven't even had the CC yet which tends to be nutty... $MSFT https://t.co/fubZuBHMV2
Tech Titans Drive QQQ’s Hourly Momentum
Here's the hourly chart (with afterhours) of the $QQQ along with Google, Microsoft, Amazon and Meta: https://t.co/f4NQoDqTRx
All Four Tech Giants Beat Earnings Expectations
I don’t give a darn what the stocks do immediately following but here is the heading $MSFT Beat $META Beat $AMZN Beat $GOOGL Beat Yep. All beats.
Nasdaq 100 Climbs as only 29% Stocks Rise—28‑year Rarity
The Nasdaq 100 $QQQ closed up more than 0.5%. Fewer than 29% of stocks on the Nasdaq advanced today. This has not happened in at least 28 years. https://t.co/L36DesYWH4
Nasdaq 100 VIX Differential Highlights Upcoming Mag7 Overlaps
Here's the Nasdaq 100 with the VIX 1-day to 1-month differential and the previous core Mag7 release dates (GOOG, AMZN, MSFT, META overlaps) https://t.co/wNheUeMpHj
SOX at 60× P/E: Euphoric, Limited Upside
SOX index at 60x P/E is what you would call ‘euphoric’ or ‘priced to perfection’. Market doesn’t care to consider the alternative, yet, but that also doesn’t give it a lot of upside room - outside of a meltup ala...
Equities and Oil Form Angry Alligator Pattern
Equities and oil making the well-known Angry Alligator technical pattern. (rebased from the start of the U.S.-Iran conflict) $SPX $SPY $VIX $USO https://t.co/kt1phTUNoS
SPX Hits New Highs While Dow Stalls Below Bondi Top
Pointing out that in spite of the SPX making new highs, the Dow has still not taken out the PAM BONDI TOP
ISM Data Could Pivot Semiconductor Rally and AI Capex
ISM Thursday... Why it could matter to semi returns $SMH sentiment & fundamentals as driver to market’s bullish momentum & AI capex cycle should show in ISM manufacturing. If it doesn't... rotation into defensives can trigger exposing the fragile upside to markets....