Stock Movers: COIN, SHOP, PINS (Podcast)
Coinbase announced a 14% workforce reduction, concentrating remaining staff on artificial‑intelligence capabilities, which lifted its shares. Pinterest reported Q1 revenue that beat expectations, driving a near‑20% jump in after‑hours trading despite a $73.6 million loss and an 11% rise in monthly active users to 631 million. Shopify warned that second‑quarter revenue will grow only in the high‑twenties percent range, prompting a decline in its stock. The three moves highlight divergent strategies as tech firms balance cost discipline, growth, and AI investment.
Just a Few Stocks Driving S&P 500 Rally Triggers Dot-Com Bubble Flashbacks
The S&P 500’s recent record‑setting rally is being driven by a handful of mega‑cap tech and semiconductor stocks, leaving market breadth at its narrowest levels since the late‑1990s dot‑com boom. In April, only 23 % of index constituents outperformed the benchmark, and...
Here Are 13 Reasons Why Large Caps Will Now Beat Small Caps, According to UBS
UBS strategists argue that large‑cap stocks are poised to outpace small caps after a year in which the Russell 2000 outperformed the S&P 500 by 13 % versus 5 %. They cite shifting CTA positioning, a valuation discount for small caps, stronger earnings quality...
Stock Market News, May 5, 2026: Nasdaq, S&P Rise to Fresh Records, Led by Intel
Technology stocks propelled the Nasdaq composite up 1% and the S&P 500 0.8% to fresh record levels on May 5, 2026. Intel led the rally, soaring 13% after Bloomberg reported Apple may partner with Intel and Samsung to produce device chips in...
Why This Bullish Stock-Market Timer Is About to Flip to Bearish
Tom McClellan, editor of the McClellan Market Report, switched his outlook from bullish to bearish after the NYSE recorded over 1,000 net decliners on Monday, far surpassing his 241‑decliner threshold. The shift occurred despite the S&P 500 and Nasdaq‑100 closing at...
Dow Drops 557 Points as Iran Tensions Ramp Up: Stock Market Today
The Dow Jones Industrial Average slipped 1.1% to 48,941 as Middle East tensions escalated, pushing West Texas Intermediate crude above $106 a barrel. Norwegian Cruise Line’s stock plunged 8.6% after it missed Q1 revenue targets and warned that higher fuel...
US Stocks Today: US Stocks Today: US Stocks Fall From Record High on Middle East Worries
U.S. equity markets slipped from record highs on Monday as an explosion aboard a South Korean vessel in the Strait of Hormuz and renewed Middle‑East tensions dampened investor optimism. The S&P 500 fell 0.39% to 7,201.75, the Nasdaq dropped 0.17% to...
Which Will Double First: Amazon Or Oracle? Watch This Kentucky Derby To Find Out
Last week’s market rally resembled a Kentucky Derby, with major indexes hitting fresh highs amid strong breadth and low volatility. Analysts highlighted bullish technical setups for both Amazon (AMZN) and Oracle (ORCL), noting Amazon’s breakout and Oracle’s Real Motion divergence....
Truist Reduces PT on Meta Platforms (META) Stock
Truist lowered its price objective for Meta Platforms (META) to $840, down from $900, while maintaining a “Buy” rating. The brokerage highlighted Meta’s stronger‑than‑expected Q1 2026 earnings and in‑line Q2 guidance, driven by AI‑enhanced ad recommendations and higher user engagement....
UPS, FedEx Stocks Sink After Amazon Expands Logistics Network to Other Businesses
Amazon announced "Amazon Supply Chain Services," opening its extensive logistics network to external companies. The move immediately triggered a roughly 10% drop in UPS and FedEx shares, while Amazon’s stock stayed flat. Early adopters include Procter & Gamble, 3M, Lands’...
Why Stocks Keep Going Up
The S&P 500 has surged 29% over the past 12 months, hitting an all‑time high despite soaring oil prices, inflation above 3%, and waning consumer confidence. The rally is anchored in robust corporate earnings, especially from the “Magnificent Seven” tech...
FedEx, UPS Shares Tumble on Amazon’s ‘Watershed’ Logistics Move
Amazon announced it will open its extensive warehouse and delivery network to non‑Amazon businesses, offering freight, distribution, fulfillment and parcel services. The move triggered a sharp sell‑off in U.S. transportation stocks, with FedEx down 7.4% and UPS off 8.9%, their...
Advanced Micro Devices Stock Downgraded on Valuation Concerns
Advanced Micro Devices (AMD) was downgraded by HSBC to "hold" from "buy" amid valuation concerns, even as the stock traded near its all‑time high of $356.28. The chipmaker is slated to report Q1 earnings of $1.27 per share on $9.88 billion...
Wall Street Drops as Middle East Tensions Escalate, Tyson Foods Dips 2.2%, eBay Jumps 5.6%
U.S. equity markets fell on May 4, 2026 as Middle East tensions spiked, with the Dow down 0.17%, the S&P 500 off 0.02% and the Nasdaq slipping 0.01%. Brent crude surged to $111.31 a barrel, briefly touching $114, after Iran...
Why SPX Momentum May Override Vulnerability
Todd Salamone of Schaeffer’s notes that the S&P 500 (SPX 7,230) remains firmly above its 10‑day moving average, a key momentum gauge, despite an overbought 14‑day RSI. The index posted two record closes in the prior week and the 10‑day average is...
Wall Street Dips, Oil Prices Rise on Reports of Strike on US Navy Vessel Near Iran
Wall Street futures slipped on Monday as S&P 500 futures fell 0.2% and the Dow lost 0.5% amid conflicting reports that Iran struck a U.S. Navy vessel near the Strait of Hormuz. Oil prices jumped, initially spiking 5% before settling...
Stock Market Today: Dow Drops Amid Iran Attacks; EBay Jumps After GameStop Bid (Live Coverage)
U.S. equity markets opened lower on Monday as the Dow Jones Industrial Average slipped nearly 600 points, or 1.1%, following Iran’s missile and drone attacks on the United Arab Emirates and U.S. vessels in the Strait of Hormuz. The sell‑off...
Investors Appear Skeptical as Trump Touts New Plan to Partially Reopen Strait of Hormuz
President Donald Trump announced a U.S.-led effort to partially reopen the Strait of Hormuz, promising naval escort for neutral merchant vessels. The announcement sparked brief market volatility, with Dow futures gaining 0.1% before slipping and oil prices easing modestly after...
Markets on Alert as Trump Vows ‘Project Freedom’ for Hormuz, Setting up Potential Showdown After Renewed Attacks on Ships
President Donald Trump announced a new "Project Freedom" to escort neutral vessels out of the Strait of Hormuz, framing it as a humanitarian effort. The declaration sparked modest gains in U.S. equity futures while oil prices slipped to about $101...
US Futures Gain, Oil Falls on Signs of Iran Talks: Markets Wrap
US stock futures edged higher on Monday, with S&P 500 futures gaining 0.2% after the index closed at a record high on Friday. Nasdaq 100 futures also rose, reflecting renewed risk appetite. Brent crude fell about 2% as traders priced in the...
Bank of America Makes Fresh Call on Boeing Stock Price
Bank of America analyst Ronald Epstein reiterated a Buy rating on Boeing, setting a $270 price target that implies roughly 19% upside from the May 1 close of $227.38. The target rests on a three‑segment recovery view: Global Services delivering stable,...
17-Year US Bull Market
The U.S. equity market has entered its 17th year of an uninterrupted bull run, with the S&P 500 breaking 7,200 and the Nasdaq 100 soaring past 27,000 despite geopolitical tensions and rising oil prices. The rally is being powered by a succession...
Here Are the 3 Big Things We're Watching in the Stock Market in the Week Ahead
The S&P 500 extended its record run last week as AI‑driven earnings surged, and the rally is set to continue with a packed earnings calendar. This week Eaton, DuPont and Arm Holdings will report, each highlighting AI‑related order growth or product...
Traders Grapple With Two-Sided Tail Risk as Stocks Regain Highs
U.S. equities have reclaimed record highs after a V‑shaped bounce from the Iran‑related oil shock, but investors now face opposing tail risks: a buoyant AI‑driven semiconductor rally on the upside and persistent higher oil prices on the downside. Strong earnings...
S&P 500 Profits Haven’t Been This Rich in at Least 15 Years — but There’s...
The S&P 500’s aggregate profit margin has climbed to its strongest level in at least 15 years, propelled mainly by earnings surges at a handful of large technology firms. Big‑Tech giants such as Apple, Microsoft and Amazon posted double‑digit profit...
Jobs Day, Semiconductor Earnings, and Stock Market Momentum: What to Watch This Week
Investors head into a data‑heavy week after a strong start to May, with the S&P 500 up 0.3% and the Nasdaq up 0.9% to fresh record highs. The focus shifts to Friday’s April jobs report, expected to add about 60,000 jobs,...
Dow Jones Futures: Stock Market Hits High After Bullish Pause; Apple, Broadcom In Buy Zones
U.S. equity futures rallied on Saturday as the Dow Jones slipped back into positive territory after a brief pause in market optimism. Both the S&P 500 and Nasdaq posted fresh highs, driven by strong earnings momentum and a resilient macro...
The S&P 500 and Nasdaq Kept Their Record Rallies Going. Here Are 3 Key Takeaways
The S&P 500 and Nasdaq posted a fifth straight week of gains, each closing at record levels three times during the week. A surge in oil prices tied to Middle‑East tensions did not deter investors, while first‑quarter earnings from mega‑caps drove...
From AMD To Disney, The Wall Street Week Ahead Is Packed
Wall Street ended the week on a high note as Apple posted its strongest March quarter, lifting the stock nearly 4%, while Alphabet delivered $109.9 billion in Q1 revenue and saw Google Cloud exceed $20 billion for the first time. Oil prices...
Citi Resets Outlook on General Motors' Stock Price Target
Citi raised its price target for General Motors to $108 from $105 after the automaker’s Q1 2026 results beat expectations, highlighting strong margin expansion and a $500 million tariff refund. GM posted adjusted EPS of $3.70 versus the $2.62 consensus and EBIT‑adjusted...
Corporate America Earnings Beat Back Wall Street’s Wall of Worry
First‑quarter earnings season has outperformed expectations, pushing US equities to new records. The proportion of S&P 500 companies missing analysts’ forecasts fell to its lowest level since 2021, driven largely by non‑tech firms posting the strongest surprise since Q4 2024. Small‑cap stocks...
Top Economist Gary Shilling Says a Recession and a Deep Stock-Market Plunge Are Likely by Year-End
Top economist Gary Shilling warned that a U.S. recession is almost inevitable this year, citing weakening consumer spending, stagnant capital expenditures, and a frozen housing market. He predicts the S&P 500 could plunge up to 30% by year‑end as inflated valuations...
S&P 500, Nasdaq End at Fresh Records on Tech Earnings Strength
The Nasdaq and S&P 500 closed at fresh all‑time highs on Friday, propelled by robust earnings from technology leaders such as Apple, which rose 3.2% after beating expectations. FactSet data shows S&P 500 companies are on track for 27.1% earnings growth, the...
10 Stocks With Remarkable Gains
Ten mid‑cap stocks posted double‑digit gains on Friday, outpacing a modestly positive Nasdaq (+0.89%) and S&P 500 (+0.29%) while the Dow slipped. The rally was driven by strong earnings and forward‑looking guidance from companies such as nVent Electric, Newell Brands, Applied...
Hundred-Year-Old Modine Now At Forefront Of AI Megatrend; Leads 18 To Best Stock Screens
The Nasdaq and S&P 500 closed the week at fresh highs, driven in part by AI‑related stocks. Analog Devices (ADI) earned a spot on IBD’s 50‑stock growth screen, while century‑old HVAC firm Modine Manufacturing (MOD) surged 5% to a record $268.51...
Jim Cramer Says the Market Powered Through a Tough Earnings Week but 'that Doesn't Mean We're Out of the Woods...
Jim Cramer said the market breezed through a tough earnings week, driven primarily by AI‑related and data‑center stocks. He praised strong performances from big tech and semiconductor names but warned that next week could be more uneven, with earnings and...
S&P 500 Closes at a New Record to Usher in May as Oil Prices Cool and Apple Rises: Live Updates
The S&P 500 closed at a fresh all‑time high of 7,230.12, up 0.29%, while the Nasdaq rose 0.89% and the Dow slipped 0.31%. The rally was buoyed by Apple’s 3.5% jump after beating Q2 earnings expectations and a cooling of oil...
Dow Drops 153, Nasdaq Climbs 222, S&P 500 Adds 21
U.S. equities mixed Friday as the S&P 500 climbed 0.3% to a fresh all‑time high while the Dow slipped 0.3% and the Nasdaq added 0.9% to a new record. Strong earnings from Apple, Estée Lauder and SanDisk powered the rally,...
The Close: US Stocks Gain for the Sixth Consecutive Week
U.S. equities posted a sixth straight week of gains, marking the longest winning streak since October 2024. The S&P 500 rose 0.3% on the day and 0.9% for the week, while the Nasdaq added 0.9% and 1.1% respectively. The Dow...
S&P 500 Hits New High on Apple Earnings: Stock Market Today
Apple’s fiscal Q2 beat expectations, driving the S&P 500 to a fresh 7,230 record and lifting the Nasdaq 0.9% to 25,114. The iPhone segment posted a 22% YoY revenue jump, with China sales up 28%, prompting a 3.3% stock surge and...
Stocks Eye Weekly Wins After Impressive April Finish
U.S. equities extended record highs in early May as the S&P 500 and Nasdaq posted their strongest monthly gains since 2020, despite heightened U.S.–Iran tensions and a Wall Street Journal story questioning OpenAI’s finances. Strong earnings from Alphabet, Amazon, Caterpillar and...
Sell in May and Go Away? Not so Fast, as Earnings, Geopolitics May Offset Seasonal Concerns
The classic “sell in May and go away” rule is losing traction as the S&P 500 rebounded 10% in just 11 sessions after an oil‑supply shock, erasing a near‑10% decline. Historical data shows a modest 2% gain for May‑October since 1945,...
Company News for May 1, 2026
Alphabet’s shares jumped 10% after reporting Q1 2026 adjusted earnings of $5.11 per share, far exceeding the $2.64 consensus. Eli Lilly saw a 9.8% rise on Q1 fiscal 2026 revenue of $19.8 billion, beating the $17.6 billion estimate. Qualcomm posted a 15.1% surge...
Morning Reads
Wall Street posted its strongest month since 2020, with the Nasdaq Composite jumping over 15% and the S&P 500 gaining 10% in May. The surge was powered by a resurgence in AI infrastructure stocks, highlighted by triple‑digit gains at Intel and...
Sell in May and Go Away? Maybe Not
U.S. equities have surged, with the S&P 500 up 9.2% through April and on track for its strongest April performance since 2020. The rally is fueled by easing Iran tensions, expectations of the Strait of Hormuz reopening, and solid Q1 earnings....
US Stocks Close Higher Amid Strong Corporate Earnings
U.S. equities closed higher on Thursday as strong corporate earnings outweighed weaker‑than‑expected first‑quarter GDP growth. The Dow jumped 1.6% to 49,652, the S&P 500 rose 1.0% to 7,209, and the Nasdaq added 0.9% to 24,892. Ten of the eleven S&P...
S&P 500 and Nasdaq Futures Rise, Yen Pares Gain: Markets Wrap
US equity‑index futures nudged higher on Monday, with the S&P 500 and Nasdaq 100 each climbing about 0.3% after Thursday’s all‑time‑high closes. The rally was fueled by optimism surrounding corporate earnings, especially from megacap technology names. Apple posted a robust...
Bank of America Resets Microsoft Stock Forecast After Earnings
Bank of America raised its Microsoft earnings per‑share forecasts and lifted the price target to $500 after the company posted an 18% revenue jump to $82.9 billion in Q3. Azure’s cloud revenue surged 39% in constant currency, outpacing Wall Street expectations,...
Tech Stocks Close Out Best Month Since Start of Covid Pandemic in 2020
The Nasdaq Composite surged 15.29% in April, delivering its strongest monthly gain since the pandemic‑era rally of April 2020. Robust earnings from Alphabet, Amazon and Microsoft propelled the broader tech rally, while chipmakers such as Micron, AMD and Intel posted gains...
Reddit Stock Jumps As Q1 Results Beat Expectations
Reddit (RDDT) reported first‑quarter earnings of $1.01 per share, a 650% jump from a year earlier, and revenue of $663 million, up 69% and beating analyst forecasts. Advertising sales surged 74% to $625 million, underscoring strong demand for digital ads despite macro‑economic...