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.
U.S. Index Futures Edge Higher on Hopes of U.S.-Iran Deal as Netflix Slides 9%
June S&P 500 E‑Mini futures rose 0.23% and Nasdaq 100 E‑Mini futures 0.20% as traders priced in a possible U.S.–Iran peace deal. At the same time, Netflix shares dropped more than 9% after the streaming giant issued below‑consensus Q2 guidance and announced board changes.
Late‑month Buys Pay Off as Markets Rally 5%
What a week - $SPX up 3.5%, $DJIA up 2.6% and $QQQ up 5%. Off the lows on 3/30 $SPX 11%, $DJIA up 8% and $QQQ up 15%. Good to have been buying in the past month as...

Market Optimism: 61% of S&P 500 Above 200‑day MA
61% of S&P 500 stocks are above their 200-day MA. We are in the optimism zone, but not euphoric. Blow-off tops show up at 80%+ Lots of participation and very strong momentum.

Dow Rises 868 Points Amid Gulf Ceasefire: Stock Market Today
Iran announced the Strait of Hormuz was fully open following a Lebanon‑Israel cease‑fire, sending West Texas Intermediate and Brent crude down 8.8% to $83 and $91 per barrel. The oil shock sparked a broad equity rally, with the Dow Jones...
Hive Digital Technologies Shares Drop 12% After $75 Million Note Offering
Hive Digital Technologies (HIVE) saw its shares tumble nearly 12% on Thursday after the miner disclosed a $75 million senior‑note financing. The capital raise, aimed at buying GPUs and expanding data‑center capacity, sparked concerns over dilution and the company’s cash‑burn trajectory.
Sector Update: Tech Stocks Gain Late Afternoon
Tech stocks rallied late Friday afternoon, led by Apple (+2.59%) and Bandwidth (+12.68%). Palantir added 2.54% while the Technology Select Sector SPDR (XLK) rose 1.53%, and Amazon inched up 0.34%. The gains reflect fresh optimism after recent earnings and contract...
Market Rally Breakdown: Dow Jones, Bitcoin, Tesla, and More
U.S. equities surged on Friday, with the Dow Jones up 1.8% and the S&P 500 and Nasdaq each gaining just over 1%, while the Russell 2000 lagged but small‑cap stocks outperformed. The rally was fueled by a risk‑on backdrop: the VIX slipped...

‘Too Far, Too Fast’: Some Investors Warn the Market's Rally May Not Last
The S&P 500 jumped more than 1% on Friday, pushing its 13‑day gain past 12% after Iran announced the Strait of Hormuz would stay open amid the Israel‑Lebanon cease‑fire. Technical data shows the index’s relative strength index (RSI) surged above...

An Overheating Feedback Loop
The equity market has rebounded to levels roughly 5% above historical peaks, erasing the dip triggered by the Iran‑war scare. The NASDAQ has logged a 13‑day winning streak, its longest uninterrupted rally since July 2009. While price action looks robust, analysts...
Bank of America Raises Apple Price Target to $325 From $320
Bank of America increased its price target for Apple Inc. to $325, up $5 from the prior $320, while maintaining a Buy rating ahead of the company’s fiscal Q2 earnings. BofA projects Q2 revenue of $113 billion and earnings per share...

Nasdaq 100 Forward P/E Drops Below Long‑Term Averages
This will actually blow your mind. The Nasdaq 100 Forward P/E is now ~22.4x, below its 10-year average (22.9x) and well under the 5-year average (24.7x). Trailing valuation multiples are higher, but so are earnings growth estimates.
Market Update: TFC, BK, FAST, MAN, PEP, USB, CFG, DOW
U.S. equity markets posted solid gains on Friday, with the S&P 500 up roughly 1.2%, the Dow Jones Industrial Average climbing about 2%, and the Nasdaq Composite advancing around 1.5%. Investor focus sharpened on earnings reports as the Middle East conflict...

US Stocks Make Fresh Record Highs. A Look at the Stocks Paying Big Peace Dividends
The S&P 500 surged to a fresh all‑time high of 7,143, driven by a wave of peace‑related optimism after President Trump said the Iran deal faced no sticking points. The rally validated a set of “TACO” trades the author flagged...

All S&P 500 Stocks Show Early‑trading Trends Today
This is how every stock in the S&P 500 has performed so far in today's early trading

The Nasdaq's Win Streak, Netflix Earnings, Another AI Pivot and More in Morning Squawk
The Nasdaq Composite logged its 12th straight day of gains, the longest winning streak since 2009, as stock futures rose on optimism surrounding a newly brokered Israel‑Lebanon cease‑fire. Netflix beat revenue forecasts in Q1, buoyed by a $2.8 billion breakup fee,...

Markets Rally as Hormuz Reopens, Oil Prices Plunge
Stocks surged Friday after Iran said the Strait of Hormuz was “completely open” following a ceasefire between Israel and Lebanon, easing supply fears and sending oil prices sharply lower. The Dow jumped more than 700 points while major indexes hit...

Technology and Automotive Stocks Lead Gains While Energy Stumbles
Technology and automotive stocks powered the market higher, with Microsoft up 1.56% and Tesla gaining 2.12%. Semiconductor leaders Nvidia and Intel each rose over 1%, reinforcing a broad tech rally. In contrast, energy giants ExxonMobil and Chevron slipped 5.6% and...
Pre-Markets Very Happy About Middle East Developments
A cease‑fire between Israel and Lebanon has reopened the Strait of Hormuz, sending oil prices down about 8% and lifting pre‑market futures sharply—+540 points on the Dow, +54 on the S&P 500, +230 on the Nasdaq, and +36 on the Russell 2000....
Dow’s Top Gainers Prove Index Still Thrives
The Dow isn’t just about “old companies”… it still moves. Here are some of the top performers this year: • CVX → +30.1% • CAT → +27.8% • VZ → +23.3% • JNJ → +18.6% • HON → +17.5% • MRK → +15.6% • WMT → +12.2%
Stocks Rally as Oil Plunges on Reopening of Hormuz Strait
U.S. equities surged on Friday after Iran announced the reopening of the Strait of Hormuz, a move that eased oil‑price pressures that have lingered since the Trump‑initiated conflict. The S&P 500 rose 0.8% to a fresh all‑time high, the Nasdaq 100 added...

Equity Risk Premium Near 4% Validates Current Valuations
With credit spreads still well-behaved and operating margins making new highs by the week, the valuation picture for US stocks remains justified, especially after the drawdown of the past few weeks. The chart below shows that the “fitted” equity risk...
Hormuz Reopens, Markets Surge as Oil Plummets
STRAIT OF HORMUZ IS OPEN. WAR IS OVER?! Iran reopens the Strait. Oil down -13% $SPX at record highs. $NDX logs its longest win streak since 2009. Dollar easing, gold and $BTC ripping The single biggest lock on markets just cleared. US-Iran...
S&P 500 Futures Reach Record High on Middle East Truce Optimism, Lifting Derivatives Market
S&P 500 futures climbed 0.1% to a fresh record amid optimism over a renewed Middle East truce, sparking a surge in futures and options trading. Analysts warn positioning remains uneven despite the rally, highlighting the delicate balance between geopolitical relief...

NDX's 12‑Day Rally Hits Rare 14.7% Surge
"NDX has now rallied for 12 consecutive sessions for a whopping +14.7% ... Since 1983, we’ve only seen seven other comparable streaks… forward returns were strong." -GS Morgan

SPY Gains Positive Gamma Exposure Near $710 Support
What a crazy market... Just a few minutes into the open, I am seeing considerable positive gamma exposure building overhead on $SPY. Tons of positive exposure is building at $710, with support forming at $705. Let's see how data develops into...

Jim Cramer's Top 10 Things to Watch in the Stock Market Friday
Jim Cramer highlighted ten market catalysts for Friday, April 17, 2026, starting with the S&P 500 set to open higher after Iran reopened the Strait of Hormuz, sending oil prices down more than 9%. He noted a 20% jump in...
VIX Plunges 40%—Risk Priced Out or Complacency?
The VIX closed at 17.94 on April 16 — down from a peak of 29.3 on March 30. A nearly 40% collapse in implied volatility in under three weeks. Two explanations exist: the market correctly priced out transient geopolitical risk, or...

Record Markets Hide Significant 52‑Week Drawdowns
As the stock market reaches new records, here are the current drawdowns from 52-week highs underneath the surface... Hint: this is a normal look @finviz_com https://t.co/5HKxQKV6ht

Dow Futures Rally 500 After Iran Declares Strait of Hormuz Open Amid Lebanon Ceasefire: Live Updates
U.S. stock futures jumped on Friday after Iran announced the Strait of Hormuz was "completely open" following the Israel‑Lebanon cease‑fire. Dow Jones futures rose 524 points (1.1%), while S&P 500 and Nasdaq 100 futures gained 0.8% and 0.9% respectively. The geopolitical easing...

Resources Lag; only XLK, XLY Outpace S&P
Resource stocks $XLE $XLB were down this week While only $XLK and $XLY beat the S&P 500 $SPY https://t.co/NbqvDTt6rQ

Nasdaq's 17% Surge Near Historic Rally Benchmark
Nasdaq Composite +17% over the last 3 weeks... that's not far from its best-ever rally (since the 1970s). Since the dot-com bubble/bust, only 2008 and 2020 saw larger surges. https://t.co/aQKLdMsoFU
Arxis Prices Upsized $1.13 B IPO, Goldman, Morgan Stanley Lead Syndicate
Arxis Inc., a portfolio company of Arcline Investment Management, announced pricing of its upsized initial public offering of 40.5 million shares at $28 each, generating about $1.13 billion in gross proceeds. The deal is being led by Goldman Sachs, Morgan Stanley and...
SPX Sets Record, Bitcoin Surpasses $75k
$SPX just hit a new ALL-TIME HIGH above 7100! 📈 Meanwhile, #Bitcoin is finally clearing $75k as risk appetite returns to the tape. 🚀 I'm also answering your questions on "Coil" patterns and music theory in today's Friday MAILBAG. 📊🎶🎺 CHART...
Markets Flip: From Losses to Gains in Weeks
YTD returns a little more than 2 weeks ago: S&P 500 -7.1% Nasdaq 100 -9.0% R2000 -2.5% Now: S&P 500 +4.4% Nasdaq 100 +5.6% R2000 +12.2% It's a strong opinions, loosely held market
Vanguard S&P 500 ETF Rebounds From 9% Drop to Fresh Highs in Three Weeks
Vanguard's S&P 500 ETF (VOO) fell about 9% over two months amid Iran‑related market turbulence, saw a net outflow of $11 billion in March, and then surged back to fresh record levels in just three weeks. The rapid rebound underscores the...
NASDAQ Gains 5% in 2026 Without Tech Giants
The NASDAQ is up over 5% in 2026. This is an index that includes tons of software companies, and doesn't include the companies that are supposedly going to devour the software companies. And yet it's still up over 5%
Stocks Rise, Doubt Grows: Unprecedented Bullish Paradox
Building on what @fundstrat said about fuel in the tank... AAII bulls at a four-week low and S&P 500 at ATHs? It happened this week and it has NEVER happened before. Stocks are going higher, yet doubt is increasing. That's a...
MicroStrategy Shares Plunge 67% as 75% Yield Bitcoin‑linked ETF Raises Risk Concerns
MicroStrategy (MSTR) shares have slumped about 67% from their all‑time high, and the newly launched YieldMax MSTR Option Income Strategy ETF (MSTY) – touting a 75% yield – has already lost 47% on a total‑return basis. Analysts warn the fund’s...

Gold-Oil Ratio Soars, SPX Tied to Gold
Since Trump 2 Inauguration in January 2025: Left chart: Gold/oil ratio (red), oil (blue.) Right chart: SPX (blue); SPX priced in gold (red.) Trump keeps calling everything "golden"; maybe he's trying to tell us something🤔 https://t.co/0AihVavwpP

Bull Market Surge Continues: Stocks Hit New Weekend Highs
I'm set to join @FrankCNBC on @CNBCClosingBell at the top of the hour (3pm ET) today with @AAmoroso_1 to discuss this bull market and what could be next. Name a better way to coast into a weekend with stocks at...

Markets Rally, Oil Slumps Since March 30 Low
Since the March 30th bottom, here’s how returns have developed across the market: 🟢 SP500 +12% 🟢 MAG 7 +9% 🟢 Gold +6.9% 🟢 Bitcoin +15.6% 🔴 (WTI) Oil -18.3% 🔴 (Brent) Oil -17.0% 🟢 10 yr US Treasury Yields -12 bps https://t.co/LvmpZe8iqP

Nasdaq 100 Posts 13th Straight Gain, Rare Since 2013
With the gap higher on the open, the Nasdaq 100 is on pace for its 13th straight session's advance. Last time we had a move comparable to this consistency was July 2013. Haven't really seen runs like these (consistency) historically where...

Short-Term Overbought After V Bottoms, New Highs Bullish
very (short-term) overbought after "V" bottoms... but let's not lose sight of the fact that new highs are bullish... $SPX $QQQ https://t.co/7M5QwcbrXV
US Equity Futures Rally, All Major Indexes Rise
JUST IN: US S&P 500 E-MINI futures gained 0.8%, NASDAQ futures rose 0.9%, and Dow futures climbed 1.1%.

S&P
The S&P 500 hasn't been up on Thursday and Friday of the same week in nearly three months. Could it happen today? If so, it would be another clue things have drastically improved, as traders are willing to hold over...
Nasdaq Extends 13-Day Rally, Short Sellers Suffer
JUST IN: Nasdaq's 13-day streak of gains holds firm as short sellers take heavy hits.

Nasdaq 100 Climbs While Average Stocks Lag Further
Nasdaq 100 $QQQ another "V" bottom and new highs made while the average $QQQ stock is -21.3% from highs... that might sound like a lot, but a year ago, when the market made highs after the "V", the average stock was...
Wall Street Stays Bullish on Netflix Despite Weaker Outlook
Wall Street Remains Mostly Bullish on Netflix Stock Despite Softer Q2 Forecast https://t.co/OXVbMgUNu1 via @variety

Only 4% of S&P Stocks at Highs, Unchanged.
a lot of convo about so few stocks hitting highs vs. the market at highs... only ~4.2% of $SPX stocks at 52-week highs but wasn't very different a year ago either after the "V" bottom... https://t.co/DnQETcdNbm
Tech Favored as Markets Rally to Record Highs
Great to be a part of the Morning call creew. This morning's apppearance. Morning Call Sheet: markets rally to records as investors favor tech https://t.co/r6cjqdVkMF