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.
Fed Expected to Hold Rates as Treasury Yields Hover Near 4.3% Amid Chairmanship Drama
The Federal Reserve is projected to leave interest rates unchanged this week while the 10‑year Treasury yield steadied at 4.318%. The outlook comes as a Justice Department decision clears the path for Kevin Warsh’s confirmation to replace Jerome Powell, intensifying political focus on the central bank.

How to Read Stock Market Futures Before the Open
The guide explains how traders read stock‑market index futures—ES (S&P 500), NQ (Nasdaq‑100) and YM (Dow)—before the 9:30 a.m. open. Futures trade nearly 24 hours, reflecting overnight news, earnings, Fed comments, and global market moves. By comparing the three contracts, traders gauge overall...

Monday's Must-Watch Stocks for the Week
Monday Stock Market Game Plan: What I’m Watching�(Week of April 27, 2026) #investingforbeginners #tradingeducation #stockmarket #stocks
Larry McMillan Stock Market Update Video 4/27/2026
Larry McMillan, a veteran options strategist, posted a Stock Market Update video on April 27, 2026. In the short clip he reviews the latest equity trends, volatility outlook, and potential option‑selling opportunities. The presentation includes the customary risk disclaimer warning about leverage...
Union Pacific Posts Record Q1 Revenue of $6.22 B, Beats Forecasts
Union Pacific (NYSE: UNP) posted first‑quarter 2026 operating revenue of $6.22 billion, up 3% year‑over‑year, and diluted EPS of $2.87, surpassing analysts’ expectations. The results highlight stronger freight volumes and improved operating efficiency, reinforcing the railroad’s role in the industrial and...
Cathie Wood Sells $75 Million of AMD Shares as Stock Jumps 14% in a Week
Ark Investment Management’s founder Cathie Wood sold roughly 215,643 shares of Advanced Micro Devices, worth about $75 million, on April 24 after the chipmaker surged 13.9% in a day and nearly 70% over the month. The move comes as Wood’s flagship ARK...

SPY Targets Bounce at $714‑$715, Below $712 Invalidates
At the bottom of the range again on $SPY. $714 is now the MVC, positive exposure at $714-$715 has only increased since the open. Another opportunity for a bounce to $714 here, invalidated under $712.

Where Is Money Flowing Today?
The article showcases a Finviz‑sourced treemap that visualizes today’s stock market capital flows, using rectangle size for market capitalization and green‑red shading for performance. Large‑cap technology names dominate the visual, while energy stocks display solid gains and defensive sectors appear...

Thursday's Top Index Movers: LLY, MA, CAT; Friday Energy Shift
Here’s who reports this week. $LLY $MA $CAT on Thursday carry the most index impact. $XOM $CVX on Friday for energy rotation.
Nvidia’s $5 Trillion Valuation Sparks Overbought Warning for Traders
Nvidia’s shares rose 4.3% to $208.27 on Friday, lifting the chipmaker’s market value above $5 trillion for the first time. The surge has triggered technical momentum tools to flag the stock as overbought, raising concerns for short‑term traders.
Intel Beats Q1 Forecast, Analysts Double Price Target to $95 as Server CPU Demand Soars
Intel reported Q1 revenue of $13.58 billion, eclipsing the $12.32 billion consensus, and posted EPS of $0.29 versus $0.01 expected. HSBC upgraded the stock to buy and raised its price target to $95, while other analysts highlighted a 20% lift in server...
Truist Raises Texas Instruments Target to $278 After Q1 Beat
Truist Financial raised its price target for Texas Instruments (TXN) to $278, up from $225, following the analog‑chip leader's fiscal Q1 earnings beat and upbeat Q2 outlook. The upgrade underscores growing investor confidence in the semiconductor sector as AI and...
UnitedHealth Q1 2026 Beats Forecast, EPS $7.23, Stock Jumps 9.3%
UnitedHealth Group reported first‑quarter earnings of $7.23 per share, topping the $6.59 consensus, and revenue of $111.7 billion, exceeding expectations. The results lifted the stock 9.29% to $353.52 and prompted an upgrade to full‑year EPS guidance above $18.25.
Oil Spikes Above $107 as US‑Iran Talks Collapse, Pushing Equity Futures Lower
Brent crude surged more than 2% to $107 a barrel, a three‑week high, after President Trump cancelled a back‑channel mission to Iran, derailing peace talks. The rally pulled S&P 500 futures 0.3% lower and reignited worries about inflation and supply...
Rigetti Computing Shares Slide 70% From Peak, Raising Investor Concerns
Rigetti Computing's shares have fallen roughly 70% from their 2023 high, reflecting a sharp retreat after a brief 275% rally last fall. The decline follows a 34% revenue drop to $7.1 million in 2025 and a widening loss of $216 million, sparking...

WHCD Shooting, DOJ Ends Powell Probe, Musk Vs. Altman and More in Morning Squawk
The White House Correspondents’ Dinner was disrupted by an armed shooter, prompting a rapid security response and raising concerns about political violence. The Justice Department abruptly closed its criminal investigation into Federal Reserve Chair Jerome Powell, clearing the way for...
Risk-On Continues In Equities, But Some Early Signs Of Risk-Off Concurrently Show Up
U.S. equity markets extended their risk‑on rally last week, with the S&P 500 climbing 0.6% to 7,165 and the Nasdaq 100 jumping 2.4% to 27,304. Small‑cap Russell 2000 posted a modest 0.4% gain to 2,787 but closed as a weekly spinning top, hinting...

The Bullish Signals Ahead of This Week's Mag-7 Earnings
The Magnificent 7 (Apple, Alphabet, Amazon, Meta, Microsoft) are poised for a breakout as earnings roll out this week, while the broader S&P 500 has risen 2.4% YTD. Options traders are pricing in larger moves than the stocks have historically delivered, with...

US Stock Futures Flat as Traders Brace for Busy Earnings Week
US stock futures opened flat on Monday, ending a four‑week rally as investors brace for a packed earnings calendar and the Federal Reserve’s policy meeting. The S&P 500 futures showed little movement, while the Nasdaq 100 futures edged up 0.2%, led by...

S&P Earnings Surge, Margins Hit Record, Stocks Cheaper
12-month S&P 500 earnings estimates are up an incredible 10% YTD, with 6.5% coming since the war started. Also, profit margins hit a new high of 15.2%. Lastly, stocks are up more than 5% YTD (total return), but they are...

Small Caps Lead US Returns, Beating Large Caps
Narrow breadth? YTD returns... US large caps +5.2% US small caps +13.8% International stocks +9.3% https://t.co/ch8YH720NS
USA Rare Earth Commits $2.8 B to Brazil’s Serra Verde, Boosting U.S. Rare‑Earth Supply Chain
USA Rare Earth (USAR) signed a definitive agreement to acquire Brazil’s Serra Verde Group for $2.8 billion, combining $300 million in cash and 126.85 million newly issued shares. The deal secures the Pela Ema mine, the only non‑Asian source capable of producing all...

NVDA Surge Raises Questions for SOXX, SMH
$NVDA +8% last two days... record high. But is that bearish for $SOXX $SMH? My thoughts... https://t.co/dRPc37eWjs https://t.co/Kt4G5qdi98
Chip Stocks Pause After Historic Surge, Future Uncertain
Chip Stocks Take A Breather After Historic Run. What's Next For Semiconductor Group? https://t.co/cNHeCAUhdp $SOXX $QCOM $NVDA $INTC $SNDK

Beyond the Highs, and the Hype
U.S. equities posted a fourth consecutive week of gains, pushing the S&P 500, Nasdaq and Russell 2000 to fresh all‑time highs, largely on strong earnings and President Trump’s optimistic comments about the Iran conflict. The White House claimed Iran sought...
CoStar's Stock Plummets 65% Amid CRE Data Slump
CoStar Group, a long-time leader in CRE data, is currently facing a significant downturn, with its stock price dropping 65% over the last nine months. https://t.co/5iVo9yIX1L
Intel Beats Forecast, Shares Jump 24% on Revival
MyPOV: @Intel crushes Wall Street’s expectations, and its stock surges 24% as revival gains pace https://t.co/1oGxH9TZ6w @SiliconANGLE @Mike_Wheatley “Intel is moving in the right direction, and a key objective going forward will be to secure design wins with...” - @holgermu @constellationr
U.S. Stock Futures Mixed, Oil Rises Ahead of a Busy Week for Wall Street
U.S. stock-index futures showed mixed movement on Sunday as Dow Jones futures slipped 0.1% while S&P 500 and Nasdaq‑100 futures rebounded, gaining 0.1% and 0.3% respectively. The rally was sparked by reports that Iran offered a new proposal to reopen...
AI-Fueled Chip Rally Lifts SOX 47% in Weeks
For stocks, the exuberance of semiconductors in the AI boom crowds out everything else. The SOX is up 47% in 18 days (though the streak looks in jeopardy today...) https://t.co/xsxTX9n6G0
SOX Index Stays Bullish All April, No Red Close
FYI, the $SOX index hasn’t closed a single day in April in the red. (Currently down more than -1% on the day).
U.S. Stock Futures Slip 0.3% as Iran Talks Stall and Oil Prices Surge
U.S. stock futures fell on Sunday, with Dow Jones futures down 0.2% and S&P 500 and Nasdaq 100 futures each slipping 0.3% after Iran‑U.S. peace talks stalled and oil prices rose above $96 a barrel. The move underscores how quickly...

Traders Shrug Rhetoric, Buy Dips, Push SPX to New Highs
2026 is following the same playbook as 2025. Only difference is traders have become much more immune to extreme rhetoric and have been more confident in buying the dip, sending the stock market quickly back to new all-time highs. $SPX Video:...
All Signals Turn Risk-On, Rally Likely Ahead
All four signals just flipped Risk-On. Utilities lagging. Lumber outpacing gold. S&P 500 nearly 7% above its 200-day. The last time the model was this aggressive, the rally extended. Are you positioned for it? https://t.co/AUo8JQGNdw
Mega‑Cap Earnings Week Triggers Expected Volatility Reset and Dispersion Unwind
Analyst Michael Kramer warns that the April 29‑May 1 earnings window for Meta, Microsoft, Amazon, Alphabet and Apple will likely force implied volatility to fall and push dispersion lower, regardless of earnings outcomes. The shift could slash Meta's at‑the‑money option...

S&P 1500 Overbought: Majority Above 10‑Day EMA
although the market hasn't come in, we're working off the overbought condition, here with the % stocks in the S&P 1500 > 10-day EMA... #marketbreadth $SPX https://t.co/R2JvU6u1Fp

S&P 500 CAPE Hits 41, Highest Since 2000
The S&P 500's CAPE Ratio has moved up to 41, its highest level since 2000 and now above 99% of historical valuations. $SPX Video: https://t.co/8sftndQio4
Elevated Financial Group Boosts Costco Stake by $1.15 Million Amid Strong Q4 Performance
Elevated Financial Group LLC purchased 1,335 shares of Costco Wholesale Corporation valued at roughly $1.15 million in the fourth quarter, according to an SEC filing. The move joins a wave of recent institutional adjustments, including sizable increases by Hurley Capital and...

Equal‑weight S&P Stalls as Cap‑weight Hits Fresh High
As stock indices rise, fewer stocks are going along. This is why the S&P 500 equal-weight index $RSP hasn't made a new high for 40 days, while the cap-weight version $SPY just did. In 70 years, this is only the 3rd time...

S&P 500 Posts 15% YoY Earnings Rise, 13th Straight Quarter
With 28% of companies reported, S&P 500 1st quarter earnings are up 15% over the prior year, the 13th consecutive quarter of positive YoY growth. $SPX Video: https://t.co/FSc0CyC2dz
Boyd Gaming Posts Near $1B Q1 Revenue, Highlights Midwest Growth and Las Vegas Challenges
Boyd Gaming announced first‑quarter 2026 revenue of almost $1 billion and EBITDA of $317 million, driven by a 4% revenue rise in its Midwest & South segment. The company also flagged ongoing disruption at its Suncoast casino and softer destination demand in...

S&P 500 Reclaims 6500, Eyes 7074 Hold
$SPX reclaimed the moving averages around 6500, getting us back into more of a portfolio-type approach, and semis/Mag 7 have been full of opportunity. Now we’ll see if the 8-day holds (7074ish) to keep the active sequence intact, with last...
Domino's Misses Comps, Shares Slide 5%
Domino’s US comps 0.9%. International down 0.4%. Both lower than expected. Revenue up 3.5% EPS -4.6%. Shares down 5% premarket. $DPZ
Trump’s May 15 Tariff Threatens U.S. Bull Market, Analysts Warn
President Trump’s administration announced a temporary 10% global tariff set to begin on May 15, sparking warnings from market analysts that the move could reverse the strong equity gains seen in his second term. The tariff, lasting 150 days, revives...

AI Magnificent Seven Propel S&P; without Them Market Falls
“Exclude the AI version of the Magnificent Seven stocks—Broadcom alongside Alphabet, Amazon, Apple, Meta, Microsoft and Nvidia—and the market value of the S&P is actually down. Put another way, these seven are lifting the entire market.” WSJ https://t.co/Cdztzsv5jH
Trump’s Posts Trigger Sharp Swings in S&P 500, Fueling Market Volatility
President Donald Trump’s recent statements on the Iran conflict caused the S&P 500 to plunge 1.5% on March 20 and surge 2.9% on March 31, underscoring his outsized sway over U.S. equities. Fundstrat researchers say his comments have driven the...
S&P 500 Hits Record 7,165 as AI Stocks and Intel Surge Drive Bullish Week
Wall Street closed the week with the S&P 500 at a new all‑time high of 7,165.08, a 0.5% weekly gain. The rally was anchored by a 23% one‑day surge in Intel after an earnings beat and broad buying in AI‑linked...
Raymond James Beats Q2 Estimates, Shares Jump on Record $3.86B Revenue
Raymond James Financial reported record second‑quarter revenue of $3.86 billion, up 13% year‑over‑year, and earnings of $2.72 per share, beating analysts’ forecasts. The results lifted the stock and underscored the firm’s recruiting momentum and private‑client asset growth.
Fed Pivot Sparks S&P Rally; Staying Long
Fed pivot is real. The S&P 500 rally has legs, and I’m not sitting it out. Chasing this move feels risky, but missing it feels riskier. Staying long. SPX

Stock Futures Return, Signaling Market Reopening Soon
Stock futures are back … we’re getting closer to the market being open again 🔴🔴🔴🔴

All S&P 500 Stocks Show Mixed 2026 Performance
This is how every stock in the S&P 500 has performed so far in 2026