Today's American Stocks Pulse
Dow hits record close as oil slides on Iran truce optimism
The Dow Jones Industrial Average rose nearly 200 points to close at a fresh all‑time high, while the S&P 500 and Nasdaq also posted modest gains. Oil prices dropped more than 5% after reports of a U.S.–Iran peace deal sparked optimism in the market.
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 new stakes by several wealth managers. Analysts see the purchase as a vote of confidence in Costco’s recent earnings beat, revenue growth and raised dividend.
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...
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...
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 🔴🔴🔴🔴
Record-Setting Momentum Rally Is Drawing Doubters
April’s risk‑asset rally has surged to near‑record levels, with the S&P 500 climbing almost 10% since the end of March—its strongest monthly gain since late 2020. The rally persisted despite stalled US‑Iran peace talks, lingering inflation signals, and a central‑bank succession drama...
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
S&P Rally Fragile, Driven by Soft‑landing Narrative
Chasing the S&P 500 rally? 📈 Michael J. Kramer says it’s a fragile, momentum-driven move based on a “soft landing” narrative. Valuations are high, and leadership is narrow. 🚨 Be careful out there. Markets
Wall Street Zen Cuts CME Group to Sell, Highlighting Analyst Sentiment Shift
Wall Street Zen cut CME Group’s rating to Sell, moving it from Hold and joining a mixed set of analyst opinions that include price‑target adjustments from Deutsche Bank, UBS and JPMorgan. The downgrade comes despite CME’s recent earnings beat, with...
Wall Street Firm Makes a Bullish New Call on Rocket Companies
Wall Street analysts are turning bullish on Rocket Companies after a series of upgrades, most recently Stephens initiating coverage with an Overweight rating and a $22.50 price target, implying about 44% upside from the current $15.60 price. The optimism stems...
Mega-Cap Earnings, FOMC and Other Key Things to Watch This Week
President Trump abruptly canceled a diplomatic mission to Pakistan, heightening U.S.-Iran tensions and adding uncertainty to oil markets. The Federal Reserve meets on Wednesday, confronting a stagflation scenario where weak growth collides with energy‑driven inflation. A rare earnings convergence sees...
Alphabet Shares Climb 1.6% After Earnings Beat and Raised Guidance
Alphabet Inc. shares jumped 1.6% after the company reported earnings per share of $2.82, beating consensus by $0.25, and posted revenue of $113.83 billion. Analysts upgraded ratings and raised price targets, while insiders sold nearly $94 million of stock in the past...
SPX Hits 13‑week Cycle, Expect Sector Rotation, Down Week
$SPX has made some sort of top every 13 weeks since July, whether it's a short term top like in July, or a multi week top like in January. We may see another one next week. I expect rotation, semi...
MSFT Expected to Break 20‑Week MA, Target 461
$MSFT - Despite the 4 week rally it has not confirmed an intermediate term low yet since it has to regain the 20 week MA to do that, but I expect it to be confirmed next week and the rally...
Indicator of the Day (Video): S&P 500 Advances
Hedge Fund Tips released its daily "Indicator of the Day" video focusing on S&P 500 Advances. The accompanying chart tracks the Advancing/Declining Index (ADVSPX) alongside the S&P 500 from April 2024 through April 2026, showing a clear upward trajectory in market breadth. Rising ADVSPX...
SOXX Soars, NVDA Stalls: Catch‑Up Unlikely
Since NVDA and MAGS all-time highs in late October, SOXX is +48%, NVDA is -2%, and MAGS is -4%. Historically it's rare for NVDA to "play catch up" to SOXX. If you expect NVDA to break out to new highs here,...
Wall St Week Ahead-Soaring US Stocks Face Pivotal Week of Tech-Led Earnings, Fed Meeting
U.S. equities are poised for a decisive test as five of the “Magnificent Seven” tech giants—Microsoft, Alphabet, Amazon, Apple and Meta—report earnings next week, alongside more than a third of the S&P 500. The market rally, which has lifted the S&P 500...
Realty Income REIT Posts 13.3% Annualized Return Since 1994, Beats S&P 500
Realty Income (O) has logged a 13.3% annualized total return since its 1994 listing, surpassing the S&P 500's 11.1% over the same period. The REIT’s 5% dividend yield, 114 straight quarters of dividend growth and solid balance sheet make it...
Trim AI Winners, Shift to Undervalued Cyclicals
Macro: AI narrows rally; key: Magnificent Seven drive S&P; risk: frothy AI valuations, delayed cash flows; insight: trim AI-winner exposure and reallocate to underpriced cyclicals. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Nasdaq Hits Record Amid Geopolitical Tension and Earnings Outlook
My article for the week ahead (and my FOMC scenario table): Nasdaq at Record, US-Iran Unresolved, FOMC and Mag 7 Earnings On Tap https://t.co/XDQ8tBTF50 https://t.co/FrsmP5gFBA
Etsy Shares Plunge 78% as Growth Stalls and Profitability Wanes
Etsy's stock has tumbled 78% from its November 2021 high as gross merchandise sales fell 4% in 2025 and net income slumped 67% since the pandemic peak. Rising operating expenses and a slump in consumer confidence have deepened profitability concerns,...
Nasdaq Hits New ATH, Overbought Yet Still Rising
#Nasdaq Comp New ATH 24854. Support 24199, 23000, 22501. RSI 70 Overbought but can go higher. Small Up Candle on Weekly. Top Bollinger Band 25140. Midpoint Line 24200. Bottom Band 23260.
Credit Spreads Stay Tight Amid Rising Market Turbulence
Every major macro indicator flashes caution. Volatility rising. Equities under pressure. Geopolitical risk elevated. Yet credit spreads are asleep. $JOJO doesn't sleep. https://t.co/K90mNCoPv5
Dan Ives Calls Oracle Stock Oversold, Sets $225 Target Amid $553 Billion SaaS Backlog
Wedbush Securities' Dan Ives initiated coverage of Oracle with an Outperform rating and a $225 price target, arguing the stock is undervalued despite a 24% year‑to‑date decline. Ives points to a $553 billion remaining performance obligations backlog and a $50 billion capex...
XLK Dominates While XLE and XLP Lead
$XLK - What A Monster..... Masked the fact that the other two leading sectors this week were $XLE and $XLP https://t.co/niSKEGw6eD
S&P 500 Climbs Despite Longest Government Shutdown
Does a government shutdown negatively impact the stock market? No. The S&P 500 has gained an average of 0.4% during prior shutdowns and is up 4.8% during the current shutdown which is the longest in history at 70 days and counting. $SPX https://t.co/zrFBbspSbR
Mueller Industries Shares Surge 11% on Record Q1 Earnings
Mueller Industries (NYSE: MLI) saw its shares climb 11.4% after the company posted a record first‑quarter profit of $2.16 per share and $1.19 billion in revenue, a 19% year‑over‑year increase. The earnings beat highlighted strong operational execution and has drawn fresh...
Fed Decision and Tech Earnings Drive This Week's Market
What's on your watch list this week? We have the Fed and tech earnings on deck: $GOOGL $MSFT $AMZN $META $KLAC $QCOM $AAPL $SNDK $WDC Mailing List Access: https://t.co/YtTTmqCyAJ https://t.co/9PNbw4tIEH
Barron's Poll Predicts S&P Decline—Contrarian Signal
The Barron’s Big Money Poll is out. Twice a year they survey portfolio managers and strategists across the country. We like to use it as a contrarian indicator. Right now, they’re telling you the S&P 500 is headed lower for...
Gorman‑Rupp Beats Estimates, Shares Hit 12‑Month High on Strong Earnings
Gorman‑Rupp (NYSE:GRC) reported first‑quarter earnings of $0.68 per share, beating the $0.49 consensus and lifting the stock to its highest level in a year. Revenue of $176.6 million also exceeded expectations, and the company announced a $0.19 quarterly dividend, reinforcing its...
Weekly S&P 500 Overview: Tech, Cyclicals, Global Growth
Weekly S&P500 ChartStorm https://t.co/E8W2wyPwfe This week: technical check, seasonality snippets, fund flows, semiconductors, market froth at the top, cyclicals, global growth, emerging market equities... https://t.co/VkeqMQTomr
Tech Surges: Day 18 Outperforms Since 2009
Here's the magnitude of the tech outperformance on day 18 relative to past lows including '09 $ES_F $XLK https://t.co/H2qomw2O5h
Nvidia's Stock Hits $208.27, Pushing Market Value Over $5 Trillion Amid AI Chip Surge
Nvidia closed at a record $208.27 on Friday, sending its market capitalization past $5 trillion. The surge, driven by soaring AI‑chip demand and a rally in peer semiconductor stocks after strong Intel earnings, lifted the Nasdaq 15% in April, marking its...
Analysts Flag Possible Market Crash Under Trump Using 155‑Year Forecast Model
Using a forecasting model with data spanning 155 years, analysts warn that a stock market crash could materialize if Donald Trump returns to the White House. The projection, which follows a 14%‑25% rally in major indexes since his second term...
Analysts Say International Stocks May Outpace U.S. Equities in 2026
Bank of America’s chief global strategist Michael Hartnett and IMF forecasts point to a potential outperformance of international equities over U.S. stocks in 2026. The outlook hinges on the fallout from the U.S.–Iran conflict and the differential impact of AI...
Home Depot’s 5,840% Return Shows $25,000 Can Grow to Six Figures
Home Depot’s shares have generated a 5,840% total return over the past three decades, turning $17,000 into $1 million. A $25,000 investment today could reach $402,000 at a 9.7% annualized return, highlighting the retailer’s wealth‑creation power for long‑term investors.
Berkshire Hathaway Slides 1% as Value Investors Eye 8% Discount
Berkshire Hathaway’s Class A and B shares slipped about 1% this week, widening their gap to the S&P 500. UBS analyst Brian Meredith says the stock now trades roughly 8% below intrinsic value, reviving interest in its buyback program and...
Tech Surge Sends Nasdaq to Record Close as Oil Slides on Iran Peace Hopes
The S&P 500 and Nasdaq closed at all‑time highs on Friday, driven by a rally in tech shares after Intel’s earnings beat expectations. At the same time, U.S. crude fell 1.5% to $94.40 a barrel as investors cheered signs of...
Intel's 23% Share Surge Sends S&P 500 and Nasdaq to Record Highs
Intel reported Q1 revenue of $13.58 billion and EPS of $0.29, sending its shares up 23.6% to $82.54. The surge helped the S&P 500 and Nasdaq close at record levels, underscoring the market’s AI‑centric momentum.
3 Forces that Drove Another Historic – yet Volatile – Week for the S&P 500
The S&P 500 and Nasdaq closed the week at record highs despite sharp swings driven by the Iran‑related conflict in the Strait of Hormuz. A two‑week cease‑fire extension and aggressive U.S. naval posturing helped calm markets, allowing the S&P 500 to rise...
Credit Spreads Signal Market Direction; Equity Lags Behind.
S&P 500 just hit 7,000 for the first time ever. HY credit spreads: 285 bps. Exactly where they sat in June 2007. One of these markets is wrong. Credit leads. Equity follows. Always has. https://t.co/r8IUinGk9s
X‑Energy’s Nuclear‑Fuel IPO Soars 27% to $11.5 B Valuation, Boosting SMR Momentum
X‑Energy’s initial public offering surged 27% on its first trading day, closing at $29.20 per share and lifting the company’s market value to $11.5 billion. The jump reflects heightened investor confidence in small‑modular reactor (SMR) technology as a clean‑energy solution for...
Record Money‑Market Outflows Spur Historic Equity Surge
Back in the pool? Record money market outflows and historic single-week jump in equity positioning. Also, AAII bulls largest weekly jump since Jan '25. Thanks @EricSoda for sharing these in your note today. https://t.co/WL1QFkNGnx
Philadelphia Semiconductor Index Sets 17-Day Green Streak, Surges 42% in Record Run
The Philadelphia Semiconductor Index (SOXX) posted a 17‑day winning streak, the longest in its history, lifting the index about 42% and delivering its strongest monthly gain since February 2000. ETFs tracking the sector, including iShares SOXX and VanEck SMH, posted...
SEI Investments Shares Gap Up After $1.44 EPS Beat
SEI Investments reported first‑quarter earnings of $1.44 per share, beating the $1.29 consensus and prompting a gap‑up in the stock. The beat came despite revenue missing forecasts, while analysts lifted price targets and insiders sold roughly $7 million of shares.
Procter & Gamble Beats Q3 Forecast, CFO Schulten Details Pricing Power and $1 B Cost Headwind
Procter & Gamble reported third‑quarter 2026 earnings that topped analyst forecasts, driven by more than 3% organic sales growth and strong pricing momentum. CFO Andre Schulten warned of a $1 billion after‑tax cost headwind from commodities and logistics, while reaffirming a...
Chemed Corp Beats Q1 2026 Estimates, Raises Full-Year Outlook on VITAS Surge
Chemed Corp reported first‑quarter revenue of $657.5 million and adjusted EPS of $5.65, surpassing forecasts. The company raised its 2026 full‑year EPS guidance to $24.00‑$24.75, citing a 3.1% rise in VITAS hospice net patient revenue and a robust cash‑return program.