Today's American Stocks Pulse

Dow climbs nearly 200 points to record close as oil eases on Iran truce hopes
The Dow Jones Industrial Average jumped about 200 points, closing at a fresh all‑time high. The rally was driven by a pullback in oil prices after optimism surrounding a potential Iran truce. Markets remained cautious amid mixed political signals.

US Stock Market Close: Another Big Week of Gains Ends with a Flourish
U.S. equities closed the week on a high note as the S&P 500 rose 0.85% and the Nasdaq surged 1.7%, both hitting fresh all‑time highs. A surprisingly strong jobs report—115,000 jobs added in April versus 55,000 expected—bolstered investor confidence and extended the tech‑driven rally for a sixth consecutive week. AI‑related semiconductor demand lifted Micron and Qualcomm, while Intel and Akamai posted double‑digit gains after earnings beats and a $1.8 billion AI cloud contract. Conversely, Cloudflare slumped 22% on a weak forecast and workforce cuts, and Fluence Energy spiked nearly 40% after beating earnings expectations.

How Much Further Does This Teflon Market Have to Go? Here's What Traders Say
The S&P 500 surged past 7,400 on May 8, marking its highest level ever, while prediction‑market platform Kalshi gave traders a 59 % probability the index will reach 8,000 before year‑end. RBC raised its 12‑month forward target to 7,900, with a median model...

Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
U.S. equity indexes posted another week of record closes, with the S&P 500 and Nasdaq Composite each logging their sixth consecutive weekly gain despite intermittent pullbacks tied to Middle‑East tensions and a brief tech slide. The rally was underpinned by cooling...
Planet Fitness Shares Drop 33% as Membership Growth Slows, Sparking Sales Model Concerns
Planet Fitness saw its shares plunge 32.9% to $42.91 after reporting higher first‑quarter earnings and revenue, while warning that membership growth is decelerating. The sharp sell‑off raises questions about the sustainability of its "cancel anytime" sales strategy and the broader...
Rackspace Shares Jump 83% After AMD AI Deal and Q1 Profit
Rackspace Technology (RXT) rallied 83.26% to $4.16 on Thursday after unveiling a strategic artificial‑intelligence partnership with AMD and posting a first‑quarter profit. The move turned a modest close of $2.27 into a breakout opening at $3.98, igniting short‑term trading interest.
Inflation Swaps Slip as Earnings Surge Revives Market Euphoria
Inflation‑linked swap rates moved lower on Wednesday while equity markets surged on robust earnings and softer inflation expectations after US‑Iran news. The shift signals renewed risk appetite and could alter hedging demand ahead of the U.S. payrolls report.
Costco Posts 13% Sales Jump to $23.9B, Bolstering Its Growth Narrative
Costco reported a 13% rise in total sales to $23.92 billion for the four‑week April period, while comparable sales climbed 11.6%. The strong numbers lifted the stock to roughly $1,000, keeping the retailer in focus for institutional investors despite lingering membership‑renewal...
Snap Q1 2026 Earnings Call Shows Strong User Growth and $286M Free Cash Flow
Snap Inc. reported $286 million in free cash flow and a surge in user‑generated content during its Q1 2026 earnings call. Spotlight shares rose 62% globally, AR lens usage hit 9 billion daily interactions, and games reached 255 million monthly active users, highlighting...
US Stocks: S&P 500, Nasdaq Hit Fresh Peaks as Tech Stocks, Jobs Data Lift Sentiment
U.S. equities surged on Friday as the S&P 500 and Nasdaq both posted fresh all‑time highs, propelled by double‑digit gains in Nvidia and Apple. A stronger‑than‑expected April jobs report showed unemployment steady at 4.3%, reinforcing expectations that the Federal Reserve will...

Retail Investors Are Doubling Down And Fear May Be Driving The Rally
Retail investors, who generate roughly 20% of U.S. equity volume, are pouring money into stocks despite heightened geopolitical risk from the Iran conflict. Their “buy‑the‑dip” behavior is bolstering the S&P 500 and Nasdaq as AI‑linked earnings beat expectations, pushing both indices...

Forward Air Flags Customer Loss, Stock Plummets
Forward Air reported a $34 million net loss for Q1 and warned that a contract‑logistics customer accounting for roughly 10% of its $2.5 billion annual revenue is diversifying away. The disclosure sent the stock down more than 40% and confirmed a strategic...
Planet Fitness Shares Dive 33% After Earnings Beat, Triggering Investor Sell‑Off
Planet Fitness (PLNT) plunged 32.91% to $42.91 on Thursday despite reporting higher Q1 earnings and revenue. The sell‑off unfolded as the company faced a new securities‑fraud investigation, prompting traders to question the sustainability of its growth. Analysts see the move...
Sempra Posts 15% Q1 Earnings Rise, Boosts Full-Year Guidance
San Diego‑based Sempra announced a 15% increase in first‑quarter earnings to $1.04 billion, or $1.58 per share, and raised its full‑year earnings guidance to $4.87‑$5.37 per share. The results underscore the utility’s disciplined cost control and capital‑recycling strategy in a regulated...

AI‑driven Capex Fuels 17‑year Secular Bull
All those corrections were sharp but short-lived, as is typical during secular bull markets. By my count, the current secular regime started in 2009 and is now 17 years old. There are no signs yet that the secular bull is...
Q1 Earnings Surge Sparks AI Melt‑Up Hope Amid Geopolitical Risk
It was another eye-opening week in the markets. Q1 earnings season went “vertical” in a way that I have never seen before. We typically see this during recoveries, not in year four of a bull market. It makes me wonder if we are...
McDonald’s Q1 2026 Earnings Beat, Forecasts Modest Sales Deceleration in Q2
McDonald’s reported first‑quarter net income of $1.98 billion and earnings of $2.78 per share, surpassing analyst expectations. Same‑store sales rose 3.8% in the U.S., yet the company cautioned that comparable sales will decelerate in Q2 as consumer spending pressures mount.
CoreWeave Stock Sinks After Forecast Miss
CoreWeave Inc. (CRWV) saw its shares plunge 11% after the AI‑focused data‑center operator issued a revenue outlook of $2.45‑$2.6 billion for the current quarter, missing the $2.7 billion consensus. Operating income is now projected at $30‑$90 million, well below analysts’ $154 million estimate, and...

Markets Embrace Strong US Employment Report, but Iran Remains the Bigger Risk
The U.S. April jobs report showed non‑farm payrolls rising by 115,000, nearly double expectations, while the unemployment rate held at 4.3%. Average hourly earnings grew only 0.2% month‑over‑month, keeping wage‑inflation pressure modest. Meanwhile, Canada’s labor market surprised on the downside,...
Kodiak AI Raises $100M at $6.50 Share Price, Stock Slides 37%
Kodiak AI announced a $100 million financing at $6.50 per share, far below its $9.10 closing price, triggering a 37% plunge in after‑hours trading. The raise, led by Ares Management and unnamed institutions, underscores the valuation strain facing autonomous‑vehicle startups despite...
Stock Market Today: Nasdaq, S&P 500 Score Record Closes On Iran Hopes; Nvidia Hits Highs (Live Coverage)
U.S. equity markets closed at record highs on Friday as the Nasdaq composite jumped 1.7% and the S&P 500 rose 0.8%, extending a six‑week winning streak. The rally was fueled by a stronger‑than‑expected April jobs report that added 115,000 jobs and...

US Stocks Set Record High as Chip Stocks Roar, Payrolls Beat
U.S. equity futures rallied on May 8, propelling the S&P 500 to a record high for the third time this week, up 0.8%. The technology segment led the charge, with semiconductor stocks surging 2.7% and the Nasdaq 100 climbing 2.4% to its own...
McDonald's CEO Warns K‑shaped Economy Deepens as Consumer Sentiment Sours
McDonald's chief executive Chris Kempczinski told investors the U.S. economy remains split, with affluent consumers still spending while lower‑income shoppers cut back. The fast‑food giant posted a 3.8% rise in global same‑store sales and $6.52 billion in revenue, but its stock...
Morgan Stanley Lifts Rockwell Automation Target to $525 on Reshoring Surge
Morgan Stanley raised its price target for Rockwell Automation (NYSE: ROK) to $525 from $460, maintaining an Overweight rating. The upgrade follows Rockwell's Q2 earnings beat, double‑digit sales growth and an 8% EPS guidance lift, which the bank ties to...
Datadog Shares Jump 29% After Strong Q1 Results, Highlighting Enterprise Cloud Monitoring Demand
Datadog, Inc. saw its shares climb over 29% to $185.43 following a robust first‑quarter earnings report. The surge reflects accelerating adoption of cloud‑monitoring tools among enterprise customers and positions the company as a leading growth story in B2B SaaS.

Active US Equity Exposure Hits Highest Since January
Active manager exposure to US equities continues to creep higher, now at its highest since the first week of January.

S&P 500's 6‑Week Return Hits 16.17%, Rare
Random: The S&P 500's trailing 6-week return is 16.17% (ROC6) Here is the precedent of ROC6 ending at 15% or more. $spx https://t.co/x06DBpeQNG
Stock Market Today: Blistering Chip-Stock Rally Lifts Nasdaq to Another New High
A better‑than‑expected jobs report and a surge in chip stocks propelled U.S. equities to fresh peaks. Intel surged 14% after the Wall Street Journal disclosed a new chip‑supply deal with Apple, reinforcing its turnaround narrative. The Nasdaq composite rose 1.7%...

Tesla Tops Mag 7 Weekly Gains, Others Surge
$TSLA best Mag 7 name this week.. +4% $MU +15% $AMD +11% $INTC +14% $SNDK +17% $DELL +13% https://t.co/LRKlVsPGlU

Tech and Home‑Improvement Stocks Drag DJIA Lower
$MSFT $V $HD $SHW weighing on the DJIA.. $GS and $CAT not quite enough oomph https://t.co/JMwhEZhXeg
MarketAxess Q1 Beats Forecasts, Lifts Energy‑Services Shares
MarketAxess Holdings reported Q1 2026 earnings of $2.25 per share on $233 million revenue, surpassing Wall Street forecasts. The surprise results sent the stock up 2.57% pre‑market and sparked gains in related energy‑services equities.

Nasdaq 100 Posts 6‑week Rally, Biggest Since 2009
The Nasdaq 100 is pushing out a sixth week's rally. Longest bull run since October 2024. Biggest 6-week rate of change (26%) since the recovery after the bottom dropped out during the Great Financial Crisis (2008/2009) https://t.co/oXCdaz8NiD

Nasdaq's Rally Overbought; Consolidation Likely Ahead
The #Nasdaq Comp has had an incredible run up. The Daily RSI must be quite Overbought now, so some Consolidation is needed: https://t.co/4MNQzoSEwO
Corning Shares Reach $195.81, New 52‑Week High on Glass‑Tech Demand
Corning Inc. (NYSE:GLW) surged to a $195.81 intra‑day high, closing at $184.72, after reporting an 18.1% revenue jump to $4.35 billion and beating EPS estimates. The rally prompted several analyst upgrades and a $0.28 quarterly dividend, underscoring the stock’s momentum in...

S&P 500 Hits 7,400, Doubling in a Decade
The S&P 500 just crossed above 7,400 for the first time. A year ago it was at 5,600. 5 years ago it was at 4,200. 10 years ago it was at 2,100. $SPY https://t.co/cBBlLJhbOb

S&P 500 Reaches New Record High
The stock market continues to surge as the S&P 500 hits another record high today📈 https://t.co/q32dmvLXg0
Flex Posts 17% Revenue Rise, Announces Cloud & Power Spin‑Off Ahead of FY27
Flex (NASDAQ:FLEX) posted a 17% year‑over‑year increase in Q4 2026 revenue to $7.5 bn and a 27% jump in adjusted EPS to $0.93. The contract‑manufacturer also announced a spin‑off of its Cloud and Power Infrastructure segment, targeting completion in Q1 2027,...
US Stock Market Shows Bubble Signals, Yield Spread Confirms
My Bubble Detector says the US stock market is in bubble territory. So does the bond-stock yield spread. Buckle up. https://t.co/6ZhjdNX6mH

Large‑Cap Growth Breakouts Power May Gains, Not Broad Market
Bullish Percent Indexes are breadth indicators based on point & figure charts. So far in May, $BPNDX has moved higher while $BPSPX has remained sideways. Conclusion: breakouts in large cap growth are driving recent gains instead of a...

Akamai Shares Surge 26% on $1.8B AI Infrastructure Deal as Earnings Meet Estimates
Akamai Technologies reported fiscal 2026 Q1 earnings that matched analyst forecasts, posting adjusted EPS of $1.61 on $1.07 billion revenue, a 6% YoY increase. The company announced a seven‑year, $1.8 billion AI infrastructure agreement with an undisclosed frontier‑model provider, positioning Akamai as...

NYSE A/D Line Hits Record, Proving Broad Market Gains
A lot of talk again how only a few stocks are going up. This isn't true, much like it hasn't been true for years. NYSE A/D line hit a new ATH on Wednesday. Hard to think this happens if only...
Apple Stock Poised for Strong Gains Today
Apple, IBD Stock Of The Day, Looks Ripe For The Picking. Here's Why. https://t.co/jdPXGmhqVp $AAPL

SPX Hits Record, Yet Market Breadth Weakens Significantly
While the $SPX has made a new all-time high in May... 📉 the NYSE advance-decline line has been drifting lower 📉 less $SPX members are above their 50-day MA 📉 Bullish Percent Index has gone down 📉 defense $XLP is outperforming offense $XLY https://t.co/iuUdTnHwvG
S&P 500 Hits All-Time High Across All Weightings
The S&P 500 is at the highest level in American history. That’s true on both a market-cap and equal-weighted basis.
S&P Climbs 12% on Just 42 Contributing Stocks
The S&P 500 ripped nearly 12% higher since 4-1, but UBS analysts say the S&P 500’s “effective constituents” **the number of stocks materially contributing to the index’s gain** fell to a record low of 42 last week.

Forward Air Plunges 45% After Hours, Covenant Default Risk
Forward Air got obliterated in after hours. Down 45% today. Risk of default to bank covenants. https://t.co/wh6l8IW59O

SPX Tests Early Strength Near 7385, Watch Support Levels
$SPX hit 7385 yesterday and then faded a bit, so now we’ll see if early strength holds or fades. The 8-day continues to support this active sequence, but we’re getting extended. Key nearby levels to watch are 7321, then 7273...

DRAM Ranks Third in ETF Flows with $1.1B
$DRAM's latest feat: 3rd in overall ETF flows yesterday with a $1.1b haul, rubbing elbows w/ $VOO and $SPY. Amazing.. ETF rookie equiv of when VJ Edgecombe dropped 30 on the Celtics at TD Garden in Game 2 win. https://t.co/GFejkhnlYP
Average S&P Stock Hits All‑Time High, Up 8%
“The average stock in the S&P is struggling.” Checks notes. The average stock in the S&P 500 just hit a new all-time high and is up another 8% this quarter alone. https://t.co/XdT6CNDY9m

Broad Market Gains, Oil and Bitcoin ETF Slip
$SPY +0.4% $QQQ +0.6% $SMH +1.3% $EEM +0.7% $IWM +0.3% $TLT +0.3% $USO -1.0% $GLD +0.2% $IBIT -0.5% @finviz_com https://t.co/7LAW5uQ5Ur
Market Rotation Overshadows Iran Tensions, Drives Losses
Thursday May 7, 2026. The records from Wednesday cracked. S&P -0.31%, Dow lost 313 points (failed 50,000 for the second day in a row), Russell 2000 -1.6%. Hormuz back in the news as US Navy destroyers and Iran traded fire...