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.
AT&T Posts Fastest‑Ever Q1 Organic Growth, Targets $45B Shareholder Returns
AT&T announced its strongest first‑quarter results ever, posting the fastest year‑over‑year organic growth in its advanced connectivity segment and showing that nearly 45% of its home‑internet customers also subscribe to its wireless service. The telecom giant reaffirmed a $45 billion shareholder‑return plan and a debt‑to‑EBITDA target of 2.5× as it integrates Lumen’s fiber assets.
Strong Quarter Misses Expectations, AI Growth Debate Persists
$NOW: in show me mode which makes the May 4th analyst day a big one. Q was strong w RPO g +23.5%, sub revs +19%, OM 31.8% - but expectations were higher and guide underwhelmed. Debate will continue...
Jobless Claims Move Up Slightly, Pre-Markets Move Down
U.S. pre‑market futures slipped Thursday, with the Dow down 0.55% and the S&P 500 and Nasdaq each off about 0.3%. Initial jobless claims edged higher to 214,000, while continuing claims rose to 1.821 million, still near post‑pandemic lows. Q1 earnings season saw...
Prolonged Oil Price Spikes Extend Equity Market Correction
With crude oil prices driving equities right now, let’s take a look at two examples of oil shocks. The 1990 Gulf War took oil prices from $41 to $100 (in today’s dollars) was short-lived and caused only a brief 19% drawdown...
One Platform to Trade Them All
U.S. equities hit record highs as a Trump‑brokered Iran cease‑fire eased geopolitical risk and strong earnings lifted sentiment. In that climate, Kalshi announced plans to launch CFTC‑approved crypto perpetual futures, positioning itself against Coinbase, Kraken and Binance. Simultaneously, DoorDash began...
SpotGamma’s Early Alerts Navigated Q1 2026 Market Turbulence
Q1 2026 was turbulent. How did SpotGamma support subscribers through the craziness? ✓ Jan: Flagged a "window of weakness" post-OPEX — S&P dropped 2% the next session ✓ Feb: Called SPX 6,900 as key risk pivot — vol spiked for 3 days...
Netflix Announces 10‑for‑1 Stock Split, First Since 2022, Sparking Analyst Optimism
Netflix unveiled a 10‑for‑1 stock split, the first since 2022, while its shares have fallen 13% since the announcement. Analysts see the split as a catalyst, with median price targets of $115 and a bullish $135 forecast, despite a recent...
Banner Posts $53.5 M Net Profit as Real‑Estate Loan Delinquencies Slip to 0.39%
Banner (BANR) posted a $53.5 million net profit for Q3 2025, boosted by higher core operating revenue and a 4% dividend increase. The lender’s real‑estate loan portfolio saw delinquent loans fall to 0.39%, while deposits rose $489 million, underscoring robust funding and credit...
Air Products Beats Q4 Forecast, Posts $3.56 Adjusted EPS and 44% EBITDA Margin
Air Products posted adjusted earnings per share of $3.56 for Q4 2024, a 13% jump that hit the top of its guidance range. The industrial gas leader also lifted its adjusted EBITDA margin to 44% and announced a $1.6 billion dividend...
TMTB Morning Wrap: TXN, Tesla, ServiceNow (NOW), IBM, SK Hynix Takeaways and Bull Vs. Bear Debates; & Research/News
ServiceNow posted a solid Q1 with subscription revenue beating estimates, yet its organic growth and margin outlook disappointed investors, sending the stock down 13%. Texas Instruments reported an 18.6% revenue surge, driven by industrial and data‑center segments, and lifted its...
Google Leads Magnificent7 as Nasdaq Climbs 18%
Despite 18% jump in #Nasdaq100 no #Magnificent7 stock regained its record. $AMZN is closest to doing so, but $GOOGL remains by far the highest performer since last autumn, +37% vs 15% , 7% and 6% for $AMZN , $NVDA &...
Software Weakness Drives Pullback, SPY Support Holds
📺 THIS PULLBACK IS ABOUT SOFTWARE, NOT THE MARKET The market is opening lower today, led by weakness in software $IGV. Despite that, the pullback in $SPY is relatively small. Yesterday’s gap has already been filled, which resets the chart and removes...
The S&P 500 Just Did Something That's Historically Resulted in the Benchmark Index Doubling Over 5 Years
On April 17 the S&P 500 and Nasdaq closed at record highs after the CBOE Volatility Index (VIX) plunged 44% to 17.48, marking the fifth‑largest three‑week volatility crash since 1990. The crash followed a spike in oil prices and inflation triggered by...
Market Rally Drives Bullish Sentiment to January Highs
From Peter Boockvar @pboockvar "Nothing like a stock market rally to lift sentiment as mood always follows price. In the most fickle and volatile sentiment survey, the AAII retail one today saw Bulls jump by 14.3 pts to 46, the...
Warner Discovery Shareholders Overwhelmingly Back Paramount Merger
Warner Discovery stockholders overwhelmingly approve sale to Paramount, WBD says. "Based on the preliminary vote count from today's Special Meeting, WBD stockholders voted overwhelmingly to approve the adoption of the merger agreement with Paramount."
Stocks Still Near Records Despite War Concerns
In this Schwab Market Update, host Keith Lansford reviews the market’s resilience near record highs despite heightened Middle‑East tensions and rising oil prices, noting that short‑term sentiment is overly bullish and could prompt a pullback as the Magnificent Seven report...
Short Covering Fuels Equity Melt‑up as Call/Put Ratio Spikes
The equity melt-up of the past two weeks was surely driven (in part) by short covering. The call/put ratio below has now surged from 1.02 to 1.50. https://t.co/jGi0QAJW3f
S&P Hits 103 Highs; Inequality Defies Policy
The $SPX has made 103 all-time highs since the Fed started shrinking the balance sheet. If inequality increases with QE and low policy rates and also increases with QT and high policy rates, maybe inequality is not about monetary policy. Warsh knows...
Schwab U.S. Dividend Equity ETF Beats S&P 500 by 10 Points in 2026
The Schwab U.S. Dividend Equity ETF (SCHD) has delivered a 14.1% total return so far in 2026, outpacing the S&P 500’s 4.2% gain by roughly 10 percentage points. The fund’s focus on high‑quality dividend‑growth stocks and a low 0.06% expense...
2026 Market Breadth Stays Calm, No Major Moves
2026 has yet to see any major Advance or Decline moves as measured by 10:1 days. All considered, markets have remained fairly calm from a broad breadth perspective. https://t.co/V1JoXj6fXz
S&P 500 Hits Highest 20‑Day MA Gap Since 2000
A chart from Sunday's Thrasher Analytics note... The S&P 500 was 6.5% above its 20-day MA, the highest it's been above the short-term average since March 2000 when filtered for periods within 1% of a 52-week high, meaning not within a...
RTX Posts $187.26 Opening After Earnings, Analysts Keep $203 Target
Raytheon Technologies (RTX) reported quarterly earnings, opening at $187.26 and confirming a $0.68 per‑share dividend. Analysts kept price targets near $203, while insiders sold $18.2 million of stock, underscoring mixed sentiment in the defense sector.
Bullish Odds Slip: 58% Chance S&P Rise
Probabilities are becoming less favorable for bulls. Roughly a 58% chance for a higher S&P 500 a year from now, down from 82% a little over a week ago. https://t.co/IpLeBfyhKL
Yesterday's Performance Snapshot of Major Reporting Stocks
This is how the stocks of the reporting companies performed yesterday: $ISRG $UAL $IBKR $COF $CB $EQT $NLY $WRB $EWBC $MANH $BA $VRT $T $GEV $BSX $CME $PM $ELV $MCO $TDY https://t.co/gQAiiCdStw
Nasdaq Hits Record 24,596 as AI and Big‑Tech Earnings Drive Rally
The Nasdaq Composite closed at a fresh all‑time high of 24,596.22, propelled by AI‑centric chip makers and big‑tech earnings. The rally was amplified by President Trump’s extension of the Iran ceasefire, which eased geopolitical tension and revived investor confidence.
Tesla Earnings Preview Leads Pre‑market Focus
📊 Pre-Market Brief | Thu, Apr 23 ─────── 📅 MACRO DATA Nothing today ─────── 💰 MAG 7 EARNINGS TSLA Wednesday Est 0.35 🏛️ FED No Fed speakers today ─────── 🎬 Trade it live 9am NY: https://t.co/66dSROeuCi
Markets at All‑Time Highs, Crowd Misreads Pullback
Stocks ripping to highs... and the crowd is clueless. Bullish Consensus is in the middle while the S&P 500 prints all-time highs.... The crowd is waiting for another pullback that isn’t coming. Are you following price, or them? 👉 https://t.co/dxD8qHBlrB https://t.co/bHh3Rlvvqs
Stocks Enter the Trump Dimension
The S&P 500 is forging ahead on its own, posting steady gains even as oil, volatility, rates and broader macro data point in opposite directions. David Llewellyn‑Smith describes this as a “Trump dimension” where equities rise independently of fundamentals. The...
Tesla Spikes 5% on Earnings, Then Slides 8%
$TSLA pumped 5% on earnings yesterday to over $400 and now it's down 4% pre market (8% from the highs) Brutal price action https://t.co/lskX5iVwAN
S&P 500 and Nasdaq Hit Record Highs, Setting Stage for Potential Double‑Up
On April 17 the S&P 500 and Nasdaq Composite closed at record levels, with the Nasdaq logging a 13‑day winning streak. Analysts note that this technical milestone has historically preceded a doubling of the S&P 500 within five years, sparking...
Cboe Sees Record 6.7M SPX Call Contracts as Investors Chase Earnings Rally
Cboe Global Markets reported that S&P 500 call option volume hit a record 6.7 million contracts on Friday, driven by a sharp rally and fear of missing out. Call‑option skew jumped to the 90th percentile while put skew fell to the...
Institutional Investors Add to Cisco Stake as Earnings Beat Expectations
Institutional investors such as Marquette Asset Management, Lowe Wealth Advisors, and Cedar Mountain Advisors expanded their Cisco positions in the third and fourth quarters, while insiders sold $3.57 million of stock. The activity coincides with Cisco's recent earnings beat and a...
GE Vernova Jumps 13% on Earnings Beat, Propelling U.S. Stocks to New Highs
GE Vernova Inc. surged 12.6% to $1,116 after reporting first‑quarter earnings that topped forecasts and revealing $2.4 billion in data‑center equipment orders. The rally helped the S&P 500 and Nasdaq 100 post new closing highs, underscoring the power of strong corporate results...
Beta Technologies Raises $1.01B IPO, Targets Cargo eVTOL Niche
Beta Technologies completed a $1.01 billion IPO and now holds $1.7 billion in cash while developing a conventional‑runway eVTOL for cargo and medical deliveries. The company’s dual‑track approach and charging‑network plan set it apart from passenger‑focused rivals Joby and Archer, but a...
Coinbase Stock Poised to Outpace Bitcoin as an Investment
Coinbase (COIN) is trading up 7.4% while Bitcoin (BTC) hovers around $75,800, and analysts argue the exchange’s stable‑coin earnings and Base ecosystem give it a stronger growth trajectory. With $1.35 billion in 2025 stablecoin revenue and $4.5 billion locked in its Base...
TMTB EOD Wrap
The QQQ ETF rose 1.7% to fresh all‑time highs as AI‑driven enthusiasm fuels market momentum. Semiconductors outperformed, gaining roughly 3%, while software lagged after disappointing earnings from ServiceNow and IBM. Texas Instruments surged 10% following better‑than‑expected results and guidance, contrasting...
Stocks Making the Biggest Moves After Hours: Tesla, IBM, ServiceNow, Southwest Airlines and More
After‑hours trading on April 22 saw a mixed batch of earnings reactions. IBM slipped 6% after missing full‑year guidance despite an earnings beat, while Tesla fell more than 2% as CEO Elon Musk warned of higher capital spending for autonomous...
S&P 500 Prints New Highs as Oil Surge Fails to Rattle Risk
The S&P 500 reached new record highs despite a sharp oil price surge triggered by Iran’s actions in the Strait of Hormuz. Earnings strength and a dominant AI theme—now accounting for about 45 % of the index’s market cap—have insulated equities...
IBM Beats Earnings Yet Stock Falls, Mainframe Soars
Headline says it all. “ $IBM Stock Slides Late Despite Earnings Beating Expectations” It’s silly season, it seems. Triple beat. - Software +11% - RedHat +13% - Data +19% - Z Mainframe +48% (remember Feb 23 AI was going to kill COBOL...
Second V‑Extended Bottom Signals NASDAQ Surge to 29,600
V-extended bottoms are very rare, but they do occur. In fact, this is the second "V"-extended bottom in the NASDAQ in the past year. Now, that is rare. It portends higher prices with an initial target of 29,600 $NQ_F https://t.co/2qSB0vKXhk
Stock Movers: Tesla, IBM, Texas Instruments (Podcast)
Tesla posted earnings above Wall Street expectations, citing rebounding global EV demand, and the stock jumped 4% after hours despite a 21% drop from its December peak. IBM reported software unit revenue of $7.05 billion, in line with forecasts, but AI‑related...
Broadcom Just Became the Sixth Company in U.S. History to Achieve This Fe...
Broadcom’s shares closed at an all‑time high on April 22, pushing its market capitalization past the $2 trillion mark. This makes the semiconductor giant the sixth U.S. company ever to breach the trillion‑plus threshold, joining Nvidia, Alphabet, Microsoft, Amazon and Apple....
S&P 500 Holds Near ATH, Support at 7000
#SP500 small Up Candle and Sideways near ATH 7147. Support 7000, 6905, 6740. RSI 67 high but not Overbought. Top Bollinger Band 7235. Midpoint Line 7000. Bottom Band 6773.
S&P 500 Hits Eighth All‑time High of 2024
The S&P 500 ended the day at another all-time high, its 8th of the year. $SPX Video: https://t.co/RgOn4qX0pE
U.S.-Iran Tensions Spark Sharp Swings in U.S. Stocks, Oil and Treasuries
U.S. President Donald Trump’s extension of a cease‑fire with Iran, coupled with a continued naval blockade of the Strait of Hormuz, sent the S&P 500 and Nasdaq tumbling while oil prices surged. Traders scrambled for liquidity as Treasury yields rose...
Tech Leads Rally After Cease Fire Extension. Tesla, IBM Report.
The U.S. market rebounded after the U.S. extended the Iran cease‑fire, pushing the Nasdaq to fresh highs and the S&P 500 close to its recent peak. Tech stocks led the charge, with the XLK ETF up about 2% and semiconductor...
Stocks Rise as Investors Weigh Cease-Fire Extension
The S&P 500 nudged to a fresh record high on Wednesday as traders digested President Trump’s decision to extend the cease‑fire with Iran and the Iranian seizure of two cargo vessels near the Strait of Hormuz. Despite the diplomatic move, oil...
AI Earnings Prop Up Markets Amid Iran Tensions
Tom Lee Agreed With Me - LOL $SPX Markets are holding up despite geopolitical tension from War in Iran, as strong AI-driven earnings mask economic weakness. Risks from #crudeoil price/supply shocks aren't priced in but narrow leadership is. Seasonality tilts bearish soon... https://t.co/3v10TYbjuc
S&P 500, Nasdaq Hit New Highs on Ceasefire Extension: Stock Market Today
U.S. stocks surged on Wednesday after President Donald Trump announced an extension of the U.S.-Iran cease‑fire, pushing the Dow up 0.7%, the S&P 500 1.1% to 7,137 and the Nasdaq 1.6% to a record‑closing 24,657. The rally was reinforced by strong...
Dow Falls 293 Points, Nasdaq Slides 144 as Iran Ceasefire Uncertainty Hits Large‑Cap Stocks
The Dow Jones Industrial Average slipped 293 points and the Nasdaq composite fell 144 points on Tuesday as a two‑week Iran ceasefire approached its expiration. The S&P 500 also lost 45 points, reflecting heightened geopolitical risk that outweighed recent large‑cap...