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.
OpenAI Misses Growth Targets, Triggers Broad AI‑Equity Sell‑Off
A Wall Street Journal report revealed OpenAI fell short of its internal user‑growth and revenue targets, sparking a market sell‑off that knocked more than 4% off Oracle, 3.3% off Nvidia and as much as 11% off SoftBank shares. The fallout highlights the fragility of the AI trade built on OpenAI’s growth assumptions.
Beat-and-Raise, Bull Notes Energize Starbucks Stock
Starbucks reported fiscal Q2 earnings and revenue that beat expectations, lifting the stock about 8% to $105.10. The company also raised its full‑year outlook, prompting at least 12 analysts to increase price targets, with Deutsche Bank moving its target to...
Google, Alphabet to Meta: 4 Tech Mega-Caps Among ~270 US Companies Set to Post March Quarter Results Today
Four of the Magnificent 7—Alphabet, Microsoft, Amazon and Meta—are slated to release March‑quarter earnings, representing over $1.1 trillion in market value. Their results will test whether the recent rally can endure amid heightened AI spending and a pending Federal Reserve decision. Analysts...
Unum Group Posts Q1 2026 Net Income Rise to $232M on Premium Gains
Unum Group announced first‑quarter 2026 results on April 28, posting net income of $232 million, up from $189 million a year earlier, and revenue of $3.36 billion, driven by higher premium income. The earnings beat came despite a dip in net investment income,...
Starbucks Beats Q2 2026 Estimates, CFO Smith Flags Sales Momentum
Starbucks posted $9.5 billion in Q2 2026 revenue, up 9% year‑over‑year, and EPS of $0.50, a 22% rise, surpassing analyst forecasts. CFO Catherine Smith highlighted robust comparable‑sales growth, record‑high Rewards membership and a $3.1 billion cash infusion from its China transaction. The results...
US Stock Market Today: Dow, S&P 500 Futures Flat Ahead of Fed Decision, Megacap Earnings
U.S. equity futures were largely unchanged on Wednesday as investors awaited the Federal Reserve’s policy decision, with expectations that rates will stay steady. At the same time, four megacap tech firms—Alphabet, Amazon, Meta Platforms and Microsoft—were slated to report earnings,...
Daily – Vickers Top Buyers & Sellers for 04/29/2026
Vickers released its daily Top Buyers & Sellers report for April 29, 2026, highlighting the five companies with the largest insider purchase and sale transactions by dollar value. The report spans Communication Services, Financial Services, Healthcare, Consumer Defensive and Industrials,...
TMTB Morning Wrap
Seagate Technology (STX) posted a blockbuster Q3, with revenue up 44% year‑over‑year to $3.11 billion and non‑GAAP EPS of $4.10, far exceeding Street estimates. The company raised its full‑year outlook, guiding Q4 revenue of $3.45 billion and EPS of $5.00, implying a...
Stock Market Today: Nasdaq Pares Losses, Powell Notes Resilient Economy; Mag 7 Earnings Loom (Live Coverage)
U.S. stocks steadied Wednesday as the Federal Reserve kept its benchmark rate unchanged at 3.5%‑3.75% and Fed Chair Jerome Powell highlighted a resilient economy despite high uncertainty. The Dow slipped 0.6% while the S&P 500 and Nasdaq finished near flat, and...
Morning Reads
The Federal Reserve is expected to keep the federal funds rate at 3.5‑3.75 % as Jerome Powell heads into his final meeting as chair, while the Senate moves Kevin Warsh’s nomination forward. The “Magnificent Seven” tech giants—Alphabet, Microsoft, Amazon and Meta—report...
Rambus Shares Tumble 23% After Q1 Guidance Falls Short of Expectations
Rambus Inc. (RMBS) saw its shares drop more than 23% on Tuesday following first‑quarter earnings that met expectations but guidance that fell short of the market’s lofty hopes. Analysts cited a looming memory‑chip shortage and an overvalued stock as key...
Netflix Q1 2026 Earnings Miss Triggers 1% Stock Drop as Reed Hastings Leaves Board
Netflix reported a 16% year‑over‑year revenue increase to $12.3 billion in Q1 2026, but its second‑quarter outlook missed analyst expectations, pulling the stock down 1.17% to $91.36. The earnings release also confirmed co‑founder Reed Hastings will not stand for re‑election to...
UBS Lifts Intel Price Target to $83, Sparking Bullish Wave After Surprise Earnings Beat
UBS analyst Timothy Arcuri raised Intel's price target to $83 from $65, a 28% jump, after the company posted a Q1 revenue of $13.6 bn and EPS of $0.29, beating consensus. The move triggered a flurry of upgrades from Citi, Wedbush...
Growth's Rally Powered by Mega‑Caps, Broad Value Outperforms
The largest of large cap growth stocks have roared back from late-March lows as investors have gravitated back to perennial favorites on the presumption that recovery from war-time strain may prove similar to recovery from tariff-policy stress. However, there is...
Stocks Digest Oil's New Highs, SPY Stalls
$spy morning glance as indices and stocks try and digest new move highs in OIL https://t.co/ywBD1SxyHC
Robinhood Shares Tumble 11% as Crypto Revenue Plunges 47% in Q1
Robinhood (HOOD) fell more than 11% after reporting Q1 2026 revenue of $1.07 billion, missing the $1.17 billion consensus, and a 47% plunge in cryptocurrency revenue to $134 million. The miss highlights the platform’s exposure to volatile digital‑asset markets despite strong growth in...
AI-Linked Firms Now Represent Nearly Half of US Market
"AI-linked companies, from “hyperscalers” to chip makers and power providers, already make up about 45% of the U.S. stock market" --@Spencerjakab https://t.co/iiypmMavNI
Rare Market Divergence: More Lows Than Highs After Record S&P
On Monday, the S&P 500 $SPY closed at a record high. The next day, at least 1% more stocks hit a 52-week low than a 52-week high. In 70+ years of history, that's happened twice. Yesterday was one. January 3, 2000 was...
AMC Shares Surge to $1.75 on Ticket‑sale Rebound, but Debt Looms
AMC Entertainment's stock jumped from under $1 to about $1.75 as ticket sales for releases like Project Hail Mary and The Super Mario Galaxy Movie improved. Analysts caution the rally masks a $4 bn debt load and an EV/EBITDA multiple more...
Tech Earnings Lift Markets as FOMC Approaches
Markets are mixed ahead of today's #FOMC. Prediction markets see zero movement for the remaining 2026 meetings. Strong earnings are lifting tech, with $STX hitting new highs and boosting S&P names. Tonight marks peak earnings-know what you own. https://t.co/xVYU4GfNBQ
AI Capex Gains Matter Only When Revenue Follows
Earnmaggedon tonight: Microsoft Alphabet Amazon Meta all report within minutes of each other after the closing bell. AI capex is only bullish if it’s translating into real, measurable revenue and higher forward guidance. Brace.
Four Magnificent Seven Titans Set to Report Earnings Amid AI‑Spend Fears
Alphabet, Amazon, Microsoft and Meta are slated to release quarterly results on the same day, a schedule that could dominate U.S. equity trading. The earnings window arrives as AI‑spending concerns sparked by an OpenAI miss have pulled S&P futures 0.7%...
Live on Fox Business: Oil, Tech Earnings, Market Outlook
I'll be on with Cheryl Casone today at @FoxBusiness live at HQ around 8:20 am EST talking Oil, Tech Earnings, markets and what's in store for the days ahead
Tech Earnings Set to Outpace Fed Decision Impact
🚨TODAY: FOMC VS. TECH EARNINGS 🍿 *My money is on earnings = bigger mover 2:00PM: Fed Rate Decision 2:30PM: Powell's last press conference as Fed Chairman Earnings: 4:00PM: $GOOGL $META $AMZN 4:05PM: $META https://t.co/MHymxCHk0O
Stock Market Today: Powell to Stay on Fed Board, Central Bank Holds Rates Steady
The Federal Reserve left interest rates unchanged at what is likely Chair Jerome Powell's final meeting, while Powell announced he will remain on the Fed board beyond his May 15 term end. His decision follows a Justice Department criminal probe into...
Oil Jumps 3.5% as Markets Stay Flat
$SPY +0.1% $QQQ +0.4% $SMH +0.9% $IWM +0.1% $EEM +0.5% $TLT -0.2% $USO +3.5% $IBIT +1.0% $GLD -0.4% @finviz_com https://t.co/opW23XtMOB
Big Tech Earnings Surge: Google, Microsoft, Amazon, Meta, Apple Report
Are you ready for tomorrow? Five of Mag7 (and 5 of top 10 companies by market cap) report earnings this week, on Wednesday it’s @Google @Microsoft @Amazon and @Meta — on Thursday it’s @Apple https://t.co/QWVcAVXzNW
Market Spotlight: Wall Street Braces for Tech Earnings and Powell’s Final Fed Meeting
Wall Street is gearing up for a "Super Bowl Wednesday" as Alphabet, Amazon, Microsoft and Meta post earnings on April 29, 2026, while the Federal Reserve, led by Jerome Powell, holds a pivotal policy meeting. The tech giants are pouring...
Bloomberg Daybreak Europe: 'Lengthy' Hormuz Blockade (Podcast)
US equity‑index futures rose as investors positioned for a wave of big‑tech earnings and an upcoming Federal Reserve policy decision. Washington warned banks of secondary sanctions if they facilitate Chinese private refiners buying Iranian oil, heightening US‑China tension ahead of...
Coca‑Cola Posts 10% Organic Revenue Growth, Beats Estimates, Shares Climb
Coca‑Cola announced 10% organic revenue growth for the latest quarter, the best in five quarters, and adjusted earnings per share topped analyst expectations. The results sent the stock higher, underscoring the resilience of consumer‑staple giants in large‑cap portfolios.
Alphabet Shares Jump 1.8% to $348.52 on AI Momentum and Cloud Strength
Alphabet Inc. shares rose 1.81% to $348.52, adding $6.20 per share in regular trading and pushing above $350 after hours. The rally reflects growing confidence in the company's AI‑centric strategy, buoyed by Gemini integration and double‑digit growth in Google Cloud,...
Hedge Funds Slash US Equity Leverage as S&P 500 Hits Record Highs
Hedge funds collectively trimmed US equity exposure, pulling long‑short gross leverage down 4.6 percentage points in a single week – the sharpest decline since September 2023. The move spanned nine of 11 sectors, with discretionary managers leading the sell‑off while...
Semiconductors Claim Record Share of S&P 500 IT
Yardeni Research Chart of the Day (April 28, 2026) The S&P 500 Semiconductors industry now accounts for a record 41.9% and 47.1% of the S&P 500 Information Technology sector's market capitalization and forward earnings. Do you think this is sustainable? https://t.co/mmJzuPj5Sb
Public Storage Q1 Profit Jumps to $526M, EPS $2.71, Beating Forecasts
Public Storage (PSA) posted first‑quarter earnings of $526.27 million, or $2.71 per share, up from $407.79 million and $2.04 per share a year earlier. Revenue rose 2.5% to $1.21 billion, beating analysts’ expectations and highlighting the sector’s durability amid broader economic uncertainty.
S&P Slides; Fed Meeting and Mega‑cap Earnings Dominate
MARKET RECAP 📉 S&P 500 fell lower today, but all eyes are on tomorrow 👀 We have the FOMC and potentially Jerome Powell’s last meeting as Fed chair, alongside 4 of the largest 10 companies in the world reporting earnings. Those...
The Stock Market’s Comeback From the Iran-Inspired Selloff Hasn’t Been as Powerful as You Might Think
The S&P 500 has surged back to record levels after the Iran‑related selloff in March, but the rally is built on a thin foundation. While the market‑cap‑weighted index is soaring, its equal‑weight counterpart remains below its prior peak, indicating that smaller‑cap...
Jim Cramer Is Unfazed by Tuesday's Sell-Off: 'You Should Expect Them, Even Hope for Them'
Jim Cramer downplayed Tuesday’s broad sell‑off in AI‑linked stocks, calling it a necessary market correction after a period of rapid gains. The pullback was sparked by a Wall Street Journal report that OpenAI missed internal growth targets, pulling down names...
WSJ OpenAI Miss Report Triggers AI Rally Collapse
April 28, 2026 close. The record rally got stopped today, but not by what most people expected. Not by Iran. Not by the Fed. By a single Wall Street Journal story saying OpenAI is missing its own revenue and 1-billion-user...
TMTB EOD Wrap: Spotify (SPOT) Thoughts, STX NXPI BE BKNG First Takes
The TMTB EOD wrap highlighted a mixed day for technology stocks as the QQQ index fell 1% and the broader semiconductor sector slipped 3.5% after a long rally. Despite the sector weakness, STMicroelectronics (STX) surged 18%, NXP Semiconductors (NXPI) rose...
Dow Jones Futures: Seagate, Bloom Energy, Teradyne Lead Earnings Movers As Oil Prices Jump
Dow Jones futures were flat on Wednesday while S&P 500 and Nasdaq futures nudged higher, even as crude oil surged past $100 a barrel amid geopolitical tension. Hard‑drive maker Seagate, fuel‑cell company Bloom Energy and chip‑equipment supplier Teradyne posted earnings that...
Diminishing Participation Signals Bearish Divergence and Low Volume
SPY: Stock participation has deteriorated over the last days, creating a bearish divergence similar to those that preceded healthy pullbacks last year. What makes this occurrence particularly intriguing is the vanishing volume, adding a layer of divergence and caution. #SPX
InvestingLive Americas Market News: UAE Leaves OPEC, Trump Says Iran Wants to Open Strait
The United Arab Emirates announced its departure from OPEC and OPEC+, cutting its production quota by roughly 300,000 barrels per day. President Trump said Iran has signaled a willingness to reopen the Strait of Hormuz, a claim echoed by U.S....
Nasdaq Nosedives as OpenAI Is Off Target: Stock Market Today
U.S. equity markets slipped on Tuesday, with the Nasdaq Composite dropping 0.9% to 24,663 while the Dow and S&P 500 fell modestly. The decline was driven by a sharp sell‑off in AI‑linked stocks after the Wall Street Journal reported that OpenAI...
FOMC LIVE Reg | April 2026
On April 29, 2026, Stock Market TV will host a free live trading webcast at 3 PM ET, covering the day’s heavy earnings calendar and Federal Reserve news. The session will dissect earnings from Microsoft, Alphabet, Meta and Amazon, which together represent a sizable...
Earnings Surge Shields Market, Fuels Potential Upside
Booming earnings growth has been a dominant feature of the market’s resilience amid some unsettling geopolitical headlines. Were it not for earnings estimates accelerating to a 20% year-over-year rate, surely the recent 9.8% drawdown would have been closer to the...
Starbucks Lifts Same‑store Sales Target to 5%+
Starbucks raised its expectations for same-store sales this year to 5% or better globally and in the U.S. $SBUX
ADG 4/28: Retire Fire
Average daily trading in the SPDR S&P 500 ETF fell to 64.8 million shares, well below its 52‑week average, signaling muted participation in the current market rally. RE/MAX Holdings surged more than 20% on Friday and is being acquired by Real...
Starbucks' Top 10 International Markets Finally Post Positive Same‑Store Sales
All 10 of Starbucks' 10 largest international markets generated positive same-store sales for the first time in nine quarters last period. $SBUX
Today's TICK Hits Low -605, High 395: Quiet Market
Low TICK today just -605 and high of 395, one of the quietest days in a long time
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The $SPX has basically returned pre-Iran conflict levels. The question is whether or not we'll see more upside from here... @CarterBWorth runs through the technicals with Dan & @GuyAdami on MRKT Call 🎙️ https://t.co/DhyvowxPOq