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.
Berkshire Attracts Interest as It Slips Further Behind the S&P 500
Berkshire Hathaway’s A and B shares slipped about 1% this week, leaving the stock down roughly 13% from its peak a year ago while the S&P 500 rose 26% over the same period. Analysts note the decline creates an 8% discount to intrinsic value and could spur $1.7 billion of share repurchases in 2026. New CEO Greg Abel has already off‑loaded roughly $16 billion of holdings previously managed by Todd Combs, signaling a portfolio shift. Meanwhile, Walmart’s 35% share‑price surge pushed its market value above Berkshire’s for the first time since 2013.
Critical Updates Could Provide Near-Term Market Insights
The S&P 500 surged past 7,000, marking its fastest climb to new highs after a 7%+ drawdown, and is poised to double its value within the current bull market. Approximately 44% of the index’s market capitalization is set to report earnings...
Investing Update: Why Is the Market Ripping?
The S&P 500 closed at 7,165, marking a fourth straight weekly gain—the first such streak since October 2024. The Nasdaq surged 1.5% to a record 24,837, delivering a 16% rally in just 16 trading days, while the broader tech sector climbed 20%...
Crude Oil Slides 1.2% as Iran Foreign Minister Heads to Pakistan, Raising De‑escalation Hopes
Crude prices dropped sharply on Friday after reports that Iran’s foreign minister, Hossein Araqchi, flew to Islamabad for talks that could extend the cease‑fire with the United States. Brent fell about 1.2% to $104 a barrel and WTI slipped $1.20...
What’s News in Markets: Persian Gulf Oil Damage, Defense Stocks Under Fire, AI Revivals
The episode reviews the week’s market moves, highlighting record highs for the S&P 500 and Nasdaq driven by strong tech earnings and AI demand, while energy stocks surged as the Persian Gulf conflict threatens oil supply. Brent crude jumped about...
Markets Hit New Highs, Momentum Fades Slightly
#RSP -0.2% #SPX +0.8 ATH #Nasdaq +1.6% ATH #VIX contained. Momentum still good, but slowing down.
Amazon Hits Record High, Now $3T Market Cap
Amazon, with almost a $3 Trillion market-cap, representing 23.5% of the Consumer Discretionary Index and 4.5% of the Nasdaq100 just closed at its highest levels in history $AMZN https://t.co/aTqfKeHi5O
Friday Recap (4/24/2026)
The S&P 500 closed the week at a fresh all‑time high of 7,165, driven by bullish sentiment that the Iran conflict may be winding down. Gold, however, remains 19% below its own record, hovering around $4,708 after a six‑week correction...
Biotech Breakout Highlights Gaps Amid Four‑week Index Rally
Four straight weeks higher for the major indices, but not everything is extended. Biotech is a good example. $XBI broke out of a 4-month range and just printed an inside week. We discuss where to find opportunity now: Watch:...
Dow Jones Futures: Apple, Amazon, Google Lead Earnings Wave For AI-Led Stock Market
Apple, Amazon and Google posted earnings that underscored the market’s shift toward artificial‑intelligence spending, keeping the Dow near flat while the Nasdaq surged 1.6%. Nvidia rallied 4.3% on heightened chip demand, and the broader AI narrative lifted several tech names....
2026 Ties 2007, 1966 with Nine S&P Highs
That is nine new all-time highs for the S&P 500 in 2026. 2007 peaked at nine, so did 1966. https://t.co/M0iY2xMTgy
Johnson & Johnson Beats Q1 2026 Earnings, Raises Full-Year Outlook
Johnson & Johnson reported first‑quarter 2026 revenue of $24.1 billion and adjusted earnings per share of $2.70, exceeding analyst expectations. The health‑care mega‑cap also lifted its full‑year sales forecast to $100.8 billion, driven by strong performance of Darzalex, Tremfya and early uptake...
Rexford Industrial Realty Posts $87.9M Q1 Net Income, Boosts Full-Year Outlook
Rexford Industrial Realty announced first‑quarter 2026 net income of $87.9 million, a 29% rise from a year earlier, thanks to strong leasing activity and a $26.3 million gain on property sales. The REIT also raised its full‑year outlook despite a 0.9% dip...
UnitedHealth Group Beats EPS Forecast, Shares Rise 2.2% on Strong Q1 Results
UnitedHealth Group reported first‑quarter earnings of $7.23 per share, beating the $6.76 consensus and delivering $111.65 billion in revenue, above expectations. The results lifted the stock 2.2% and underscored the health insurer’s defensive positioning amid a volatile market.
GameStop Shares Slip 0.04% to $25.64 as Meme Traders Eye Volatile 2026 Session
GameStop Corp. edged down 0.039% to $25.64 in early trading on April 23, 2026, as retail‑focused meme traders scanned the market for fresh volatility. The modest move follows weeks of consolidation after a 21% year‑to‑date rise, keeping the spotlight on...
Lockheed Martin Reaffirms FY26 Outlook as Shares Jump 4.6%
Lockheed Martin Corp. (LMT) reaffirmed its full‑year 2026 earnings and sales guidance, prompting a 4.6% rise in its shares during pre‑market trading. The company kept FY2025 earnings forecasts at $29.35‑$30.25 per share on $77.5‑$80.0 billion in net sales, offering a rare...
Markets Weekly Outlook - Can Earnings Outweigh Geopolitical Headwinds & C...
U.S. equities surged to fresh intraday highs as the S&P 500 and Nasdaq rode on diplomatic optimism in the Middle East and strong tech earnings, notably Intel. The week ahead is dominated by central‑bank meetings – the Fed, ECB and BoE...
Elon Musk Vs. Sam Altman, Mag 7 Earnings, Fed Meeting: What to Watch
The week of April 27 will be dominated by a courtroom showdown between Elon Musk and Sam Altman over OpenAI’s $134 billion shift from nonprofit to for‑profit, alongside Q1 earnings from the Magnificent Seven tech giants. Alphabet is chasing roughly 50% cloud growth, Microsoft...
Chip Stocks Surge While Market Sectors Falter
Friday, April 24, 2026 — Daily Market Review. The S&P 500 and Nasdaq closed at brand-new all-time highs. Intel had its best day since 1987 (+23.6%). AMD crossed $500B in market cap. Nvidia reclaimed $5T. And yet, eight of the eleven S&P...
Double Embargo? Stocks, Consumers Dance in the End Zone (E259)
DoubleLine’s Eric Dhall and Ryan Kimmel noted that U.S. equities edged toward all‑time highs, propelled by a vigorous tech rally and soaring semiconductor demand that also lifted South Korean and Japanese markets. Fixed‑income stayed flat, with investment‑grade yields slipping as...
InvestingLive Americas FX News Wrap 24 Apr:Risk-On Mood Lifts Stocks to Records/USD Lower
U.S. equities surged on a risk‑on wave sparked by renewed diplomatic talks between the United States and Iran, pushing the Nasdaq up 1.63% and the S&P 500 up 0.80% to fresh all‑time highs. Mega‑cap tech stocks such as Nvidia, Alphabet...
Dow Dips 80, Nasdaq Rallies 398, S&P 500 Adds 57
U.S. equities posted mixed moves on Friday as the S&P 500 climbed 0.8% to a fresh record of 7,165.08, while the Dow Jones slipped 0.2% to 49,230.71. The Nasdaq surged 1.6% to a new high of 24,836.60, propelled by a...
The NASDAQ and S&P Indices Close at Record Levels
U.S. equity markets closed mixed on Tuesday, with the Dow slipping 0.16% to 49,230.71 while the S&P 500 and Nasdaq surged to record highs of 7,165.08 (+0.80%) and 24,836.60 (+1.63%). The rally was powered by semiconductor and AI‑related stocks, led...
SPX Likely to Pull Back to 20‑day MA
$SPX - Made a new high today but it has reached the 2nd monthly resistance at 7166. The 3rd one is at 7431 and will not be reached in April. I expect a pullback to start next week and target...
Nasdaq, S&P 500 Reach New All-Time Highs: Stock Market Today
U.S. equity markets pushed new all‑time highs on Friday, with the Nasdaq Composite closing at a record 24,836 and the S&P 500 rising to 7,165. AI‑centric stocks led the rally, highlighted by Nvidia hovering near $213 and Intel surging 23.6% after...
US Stocks Slip as Middle East Tensions Keep Markets on Edge
Wall Street futures turned negative on Tuesday as heightened Middle East tensions dampened investor confidence. The Dow Jones Industrial Average slipped 0.52% to 49,235 and the S&P 500 fell 0.29% to 7,117.40, reflecting broader market unease despite resilient corporate earnings.
A Full Week Of Coil For SPX. Do We Trend Next Week? April 27 Pan
Over the past month the S&P 500 e‑mini (ES) has posted a steep upside rally, with each minor dip quickly bought up. The author attributes the move to a classic "failed breakdown" pattern, where institutions accumulate during sharp, short‑lived drops...
RBC Stock And A NAND Flash Name Hit New Highs
The market slipped from record highs on Thursday, yet four AI‑linked stocks broke out into new buy zones. RBC Bearings posted a 17% profit jump and 16% sales rise, positioning its stock at a 618.62 buy point. Allegro MicroSystems is...
Earnings Next Week: Big Tech Takes Center Stage
Earnings season has outperformed expectations, with roughly 80%‑85% of S&P 500 firms beating forecasts and profit growth tracking 13%‑16% year‑over‑year. The outperformance is concentrated in technology and AI‑related firms, while energy benefits from high oil prices. Next week’s calendar is...
S&P, Nasdaq Hit Record Highs on Tech Boost, More Plans for U.S.-Iran Peace Talks
U.S. equities opened higher on Friday as the S&P 500 rose to 7,125 and the Nasdaq surged 0.7% to a record‑high 24,603, driven by a 25.7% jump in Intel shares. The chipmaker’s upbeat AI‑focused revenue outlook lifted the broader tech sector,...
Tech, Earnings Fight For Wall Street's Attention
The Nasdaq Composite and S&P 500 each closed the week with fresh record highs, driven by strong earnings from technology and semiconductor firms. While the Dow Jones remained subdued, blue‑chip earnings from UnitedHealth and Boeing helped keep the broader market in...
Leveraged ETF Rebalancing Drives $14B Inelastic Close Buying
Another stall day. At current prices 14BN of inelastic buying must occur on the close. This is heavily front run through the balance of the day. That flow is heavily tilted to NDX and Semis. It...
US Futures Slip on Iran Talks, Boosting Pressure on Asian Markets as SK Hynix Posts Record Profit
US equity futures slipped 0.1% as Iran‑U.S. negotiations stalled, reigniting concerns over Middle‑East volatility. The dip hit Asian markets hard, even as South Korea’s SK Hynix posted record quarterly profits, underscoring a split between macro risk and strong corporate earnings...
Markets React to Iran Tensions and Rate Uncertainty
Jeremy Siegel, Wharton emeritus professor and senior economist at WisdomTree, says that despite heightened Iran‑related geopolitical risk, lingering Federal Reserve policy uncertainty, and rapid AI sector expansion, U.S. equities remain surprisingly resilient. He points to strong earnings quality and diversified...
Where Is Money Flowing Today?
Finviz’s latest heat map shows capital gravitating toward mega‑cap tech stocks, with Nvidia, Apple and Microsoft posting the strongest gains. The AI‑driven semiconductor rally lifted Nvidia about 3%, while Apple and Microsoft each rose over 2% on robust earnings. In...
Morgan Stanley's Cynical Intel Call Misses Major Upside
MS is taking a L on their post-earnings note on Intel.. I get some of the risk reward debate, but cmon. "We have missed a large move here at EW, and we aren't trying to be stubborn - we just remain...
Tech Titans Hit 52‑Week Highs, Heat Map Shifts
Drawdown heat map looks a bit different now $NVDA $GOOGL $AMZN $TSM $AVGO all ~at 52wk highs https://t.co/1DXB8SylAf
Intel Shares Surge on AI Boom to Surpass Dotcom Bubble High
Intel’s stock jumped more than 12% in after‑hours trading, pushing the share price above $58 and eclipsing the peak it hit during the 2000 dot‑com bubble. The rally was sparked by strong earnings guidance and a surge in demand for...
S&P Earnings Surge 25% with Quarter Still Early
A lot going on this week but most importantly is that EPS growth is 25% with 27% of the $SPX having reported. So far really good in the face of many unknowns. Have a good weekend. Enjoy Lenny Kravitz -...
S&P 500 Hits Record, Gains 12.5% Over Four Weeks
S&P 500 record high.. up 4 weeks in a row.. +12.5% in that stretch @stockcharts https://t.co/LwE87EC6mR
SPY Poised for Continued Upside After Strong Close
$SPY Working on a strong weekly close above this local consolidation... Barring any weekend shenanigans looks set to keep running https://t.co/GsESoXQPha
SOX Rides 18‑day Winning Streak, Gains 4% Today
$SOX perfect April continues... up 18 in a row +4% a banger today too https://t.co/eR5Iha571n
Market's EPS Surprise Reaction Remains Muted
Market Rewarding Positive EPS Surprises Slightly Less Than Average @factset also punishing negative EPS surprises reported by S&P 500 companies for Q1 less than average. https://t.co/QQufKB4FnT
Most S&P 500 Firms Beat EPS and Revenue, Grow 15%
84% of S&P 500 companies have reported a positive EPS surprise, and 81% of S&P 500 companies have reported a positive revenue surprise. @factset The blended (year-over-year) earnings growth rate for the S&P 500 is 15.1% https://t.co/Nsrr48cr7k
Dealers Guard SPX Floor Amid Summer Downside Hedge
What are Vegas odds for gap down Monday? (Likely gets bought in a week, but still.) Dealers are defending $SPX $7100 floor past six days, where $SMH has risen 42% in 19 days - all the while institutions are hedging for...
Bull Market Thrives Even as Consumer Sentiment Hits Historic Low
THE COMPLETELY RATIONAL, CRAZY BULL MARKET In today's newsletter, I wrote about how it makes total sense for the stock market to be surging to all time highs almost every day, even as consumer sentiment plunges to its lowest level in...
Market Divided: Utilities Up, Treasuries Split, S&P Near
Utilities outperforming. Treasuries diverging. S&P sitting just below its 200-day moving average. The intermarket signals split 2-2 for first time since February. What does a market divided mean for your portfolio? https://t.co/bTNJ1cQFiS
SPX Overbought, Trend Likely to Flatten Soon
$SPX just hit overbought for the first time since September and remains in a steep uptrend. This mirrors last spring: after first tagging the RSI’s 70 threshold, momentum cooled, but the trend held and simply flattened. The next phase now...
Unfilled Gaps Signal Potential Parabolic Blow‑Off Top
$SOX Hourly. Philadelphia Semiconductor Index. Easy to lose track of how many gaps (most unfilled) since just the end of March. This is outlier action, and rhymes with historical parabolic blow-off tops. https://t.co/IdzUeem8Ga
SPX Diverges From SPLV, Fails New Highs
Not fatal, but a divergence to watch near-term is SPX vs. SPLV. Failed to make new highs with the index last week (just like the fall) and turning lower at resistance this week https://t.co/Jvl11woJOk