Today's Large Cap Stocks Pulse
Eli Lilly surges 156% EPS, propelling stock into buy zone
Eli Lilly reported a 156% jump in earnings per share to $8.55 and a 56% revenue increase to $19.8 billion in Q1 2026, driven by obesity drugs Mounjaro, Zepbound and retatrutide. Institutional investors now own about 44% of the float, with Fidelity Contrafund and Franklin Growth among the top holders, prompting the stock to trade in a buy zone.
Alphabet Poised to Overtake Nvidia as the World’s Most Valuable Public Company
Google has embedded its Gemini AI deep into Google Docs, turning the traditional word processor into an interactive workspace assistant. Users can generate full drafts, refine sections, match writing style, replicate document formats, summarize long texts, pull data from Gmail, Drive and the web, create custom images, ask document‑specific questions, and even listen to content as audio. All features are accessible via a Gemini bar or side panel and are available on Google AI Pro, Ultra, and eligible Workspace plans. The rollout positions Google Docs as a central hub for AI‑augmented productivity across enterprises.
Raymond James Lifts PT on Visa Inc. (V) on Solid Q1 Results
Raymond James raised its price target for Visa Inc. (NYSE:V) to $389 from $380, maintaining an Outperform rating after the company posted fiscal Q1 results that beat revenue and EPS expectations. The report highlighted the highest organic growth since 2022, driven...
Coinbase Stock Eases Ahead Of Results. AI Restructure, Stablecoins In Focus.
Coinbase shares slipped 2.8% ahead of its earnings release as Bitcoin’s rally cooled. The exchange is cutting 14% of its workforce to become an AI‑native operation, with restructuring costs of $50‑$60 million expected in Q2 2026. FactSet forecasts earnings of 6¢...
Britannia Q4 Profit Rises 21.56% to ₹679.68 Crore, Beats Year-Ago Performance
Britannia Industries reported a 21.6% jump in Q4 consolidated net profit to ₹679.68 crore (about $82 million), beating the year‑ago figure of ₹559.13 crore. Revenue from product sales rose 7% to ₹4,686 crore (~$565 million), while total income grew 6.2% to ₹4,774 crore (~$575 million). For the...
Safaricom’s Mobile Data Business Is Now Bigger than Voice Calls
Safaricom reported that mobile data now accounts for 42.1% of its connectivity revenue, overtaking voice services at 41.3% for the year ended March 2026. Data revenue jumped 14.4% to KES 83.4 billion ($646 million), while voice grew only 1.3% to $634 million. Messaging revenue...
Apple Helps 'Magnificent 7' Shake Off Its Bear Market Scare
Apple (AAPL) surged to its first intraday all‑time high of 2026, pulling the Roundhill Magnificent Seven ETF (MAGS) to a fresh record. The breakout lifts megacap tech back into market leadership after months of underperformance and a near‑bear‑market dip. Alphabet,...
Bajaj Auto Beats Q4 Estimates and Launches $595 M Record Share Buyback
Bajaj Auto reported quarterly earnings above analyst forecasts and unveiled a 56.33 bn‑rupee ($595 M) share buyback at a 16.3% premium. The earnings surge was driven by premium bike sales, margin expansion and a recent tax cut on 350 cc motorcycles.
CVS Health Beats Q1 Estimates, Raises FY2026 Guidance on Aetna Surge
CVS Health reported first‑quarter net income of $2.94 billion and sales of $100.43 billion, surpassing analyst forecasts. The company lifted its full‑year 2026 earnings guidance to $7.30‑$7.50 per share and revenue target to at least $405 billion, citing a stronger Aetna insurance unit.
Fiserv Faces a Difficult Reset Amid Revenue Declines
Fiserv reported first‑quarter adjusted revenue of $4.68 billion, down 2.4% year‑over‑year and missing analyst expectations. Both its Merchant Solutions and Financial Solutions divisions saw revenue declines, 1% and 6% respectively, reflecting weaker merchant growth and rising attrition in core banking. The...
Goldman Sachs Sets Jaw-Dropping AMD Stock Price Target After Earnings
Goldman Sachs upgraded AMD to a Buy and lifted its price target to $450, an 88% increase from the prior $240 level. The move follows AMD’s first‑quarter 2026 earnings, where revenue rose 38% to $10.25 billion and non‑GAAP EPS jumped 43%...
It Takes Meta Almost 9 Minutes to Make $1 Million in Profits. Google Does It in Under 4
Alphabet reported Q1 FY2026 net income of $62.58 billion, translating to roughly $1 million every 3 minutes 59 seconds. Meta’s $26.77 billion profit equated to $1 million per 8 minutes 42 seconds, placing the company well behind Google’s cash‑generation pace. Google’s operating income rose to $39.70 billion on $109.90 billion revenue, driven...
BofA Sees More Room for Home Depot Shares
Bank of America reinstated coverage of Home Depot with a buy rating and a $374 price objective, implying roughly 20% upside from the current $312.42 price. The brokerage highlights the retailer’s professional‑contractor (Pro) segment, which now accounts for about half...
This Chip Stock Is Tumbling. Bullish Evercore ISI Thinks It Will Be Worth $1 Trillion One Day
Arm Holdings’ shares slipped despite a better‑than‑expected fiscal Q4, as investors worry about its ability to meet soaring AI‑driven chip demand. Evercore ISI, however, lifted its 12‑month price target to $326 and reiterated an outperform rating, arguing the company could...
U.S. Top 100 Companies Outvalue Europe's Entire Top 100
These are the Top 100 largest European companies by market cap (in USD). Collectively this amounts to $11.8 trillion. The Top 3 largest US companies have a shared $14.08 trillion market cap. The Top 100 US companies have amounts to...
Small‑Cap EPS Surges While S&P 500 Stagnates
Yes, S&P 500 EPS growth is narrow, but SmallCap 600 EPS growth looks great in the past year @yardeni https://t.co/rVQcOh3EpU
Is UBER Stock Undervalued At $80?
Uber’s shares jumped 8% to $79 after earnings, highlighting a shift from revenue growth to profit scaling. The company now trades at about 22 times forward 2026 earnings, a premium to its four‑year average P/E of 19, justified by reduced earnings...
Sell‑side Note on DataDog AI Proved Spot‑on
This sell side note on DataDog as leaning forward in AI Agentic capabilities was prescient (stock up 26%, got that $DDOG in them)
Five Tech Giants Power Over Half S&P Gains
“.. Just five tech stocks — Alphabet, Nvidia, Amazon, Broadcom and Apple — have accounted for more than half of the S&P’s recent gains ..” @FT https://t.co/0wPUwvM51X https://t.co/KeYJ03s78G
Broking Firms Bullish on Vedanta, Expect Demerged Entities’ Listing in June
Brokerages have turned bullish on Vedanta Ltd., lifting their target price to ₹1,000 per share (about $12), roughly three times the current ₹305.40 price (~$3.70). The conglomerate posted record FY26 results, with revenue of ₹174,075 crore (≈$21 bn) and EBITDA of ₹55,976 crore...
Whirlpool Blames Confidence, Raises Prices Amid Idiosyncratic Miss
Whirlpool said weak consumer confidence tanked sales of appliances. And it's raising prices. Something doesn't compute. Earnings misses can be idiosyncratic or macroeconomic. Whirlpool's look idiosyncratic; most cos. say consumer spending is fine). https://t.co/Q0EM6ALeA3
Beyond the Numbers: Hidden Factors in S
There are too many discussions about S&P 500 Q1 earnings that ignore what's addressed below the dotted line. Great stuff from @FactSet's John Butters https://t.co/gIIrHBC6nm
Salesforce Overhauls Revenue Reporting for AI‑Driven 'Agentforce' Strategy
Salesforce announced on May 1 that it will restructure its revenue reporting beginning fiscal 2027, dividing core revenue into two AI‑centric segments. The plan lifted the stock more than 4% and underscores the company's push to position its CRM suite...
India’s Equity Markets Face $39 Bn FII Outflow as BlackRock Stays Overweight
Foreign institutional investors have withdrawn $39 bn from Indian equities since early 2025, yet BlackRock’s Ben Powell remains overweight on India, citing lower valuations. Domestic investors now own a record 20.9% of Nifty‑500 stocks, reshaping market dynamics.
Susquehanna Maintains Positive Rating on Mastercard (MA)
Mastercard posted Q1 earnings of $4.60 per share and revenue of $8.4 billion, beating expectations and showing a 16% rise in net revenue. Growth was driven by a 22% jump in value‑added services and progress in agentic commerce and stablecoin projects....
T-Mobile US (TMUS) Executive Buys $1.0M in Shares
T‑Mobile US disclosed that Broadband chief Andre Almeida bought 5,097 shares for roughly $1 million, underscoring insider confidence. LightShed Partners upgraded the stock to Buy, highlighting the carrier’s pricing, brand, network and spectrum as catalysts for five‑year revenue growth. TD Cowen raised...
QQQ Draws $10 B in 21‑day Inflows, Third‑largest on Record
Invesco’s QQQ ETF attracted roughly $10 billion in net purchases over the past 21 days, marking the third‑largest short‑term inflow in its history. The surge follows a March outflow of $11 billion and reflects a broader rebound in U.S. equity ETFs.
Weaker Ocean Rates Hit Maersk Q1 Profit
Maersk’s first‑quarter EBITDA dropped to $1.8 billion from $2.7 billion and EBIT fell to $340 million, shrinking the EBIT margin to 2.6% from 9.4% a year earlier. Higher container volumes could not offset weakened ocean freight rates, which were pressured by overcapacity, geopolitical...
GXO Logistics Beats Q1 2026 Forecast, Raises Full-Year Guidance
GXO Logistics reported first‑quarter 2026 earnings of $0.50 per share on $3.3 billion of revenue, surpassing consensus forecasts of $0.37 EPS and $3.22 billion revenue. The logistics firm lifted its full‑year adjusted EPS guidance to $2.90‑$3.20 and adjusted EBITDA to $935‑$975 million, sending...
Wind Giants Vestas and Ørsted Beat Forecasts as Iran War Fuels Clean‑Tech Surge
Danish turbine maker Vestas and utility Ørsted posted first‑quarter profit beats, attributing the upside to a surge in offshore wind orders sparked by the Iran war. The earnings surprise underscores how geopolitical risk is reshaping Europe’s clean‑energy roadmap.
Singapore STI Nudges up 0.1% as Regional Rally Lifts Markets
Singapore's benchmark Straits Times Index (STI) edged higher by 0.1% to 4,927.38 on May 6, echoing gains in Hong Kong and South Korea. The lift was driven by modest advances in the three local banks and a sharp jump in...
Criteo Shares Plunge 20% as Q1 Revenue Falls 6% Despite $1B Ad Spend
Criteo reported first‑quarter revenue of $425 million, a 6% year‑on‑year decline, even as advertisers spent more than $1 billion on its platform. The company also cut its 2026 revenue guidance, prompting a 20% slide in its share price.
Mcdonald's Q2 Sales to Slow, yet Two-Year Growth Remains
Comp sales in the U.S. and in top international markets were "slightly negative" in April because of tough comparisons. Company says that same-store sales in Q2 should decellerate but should be stronger on a two-year basis. $MCD
Here Are Thursday's Biggest Analyst Calls: Nvidia, Apple, Uber, Microsoft, Disney, CoreWeave, Alcoa & More
Wall Street analysts issued a flurry of upgrades and reiterations on Thursday, with Nvidia, Apple, Microsoft and Uber all retaining buy or outperform ratings. Goldman Sachs highlighted Nvidia’s $1 trillion datacenter guidance and AI‑driven server opportunities, while JPMorgan upgraded Freshpet to...
Tariff‑Heavy Whirlpool Misses Earnings Boost, Faces Inflation Drag
"Analysts at JPMorgan said the lower earnings outlook was driven by higher raw material inflation, a larger net tariff impact and weaker price and product mix benefits." Reminder: Whirlpool heavily lobbied for tariffs and was supposed to be one of the...
Climate Campaigners Attack Shell over ‘Windfall’ Profits From Iran War
Shell reported first‑quarter earnings of $6.9 bn (£5 bn, about $6.35 bn), a 115% jump that outpaced analysts’ $6.4 bn forecast. The surge stemmed from oil prices climbing from $61 to $119 a barrel as the Iran‑US conflict disrupted the Strait of Hormuz. Shell...
Why Disney Shares Rose After Park Attendance Fell
Disney reported Q2 FY2026 revenue of $25.2 bn, up 7%, and adjusted EPS of $1.57, beating expectations despite a 1% dip in U.S. park attendance. The Experiences division generated $9.49 bn in revenue and $2.62 bn operating income, buoyed by higher per‑guest spending,...
Uber Posts 21% YoY Booking Surge and Returns $3 B to Shareholders in Q1 2026
Uber Technologies reported a 21% year‑on‑year increase in gross bookings and a 44% rise in non‑GAAP earnings per share for Q1 2026. The company also returned a record $3 billion to shareholders through stock buybacks while expanding Uber One to over...
American Express CEO Stephen Squeri Drives Premium Push to Win Gen Z and Millennials
American Express CEO Stephen Squeri is betting on affluent younger consumers, using high‑fee premium cards and pop‑culture events to spark a 38% spend jump from Gen Z. The strategy helped the firm post Q1 2026 earnings of $4.28 per share,...
Estée Lauder Companies Outlines Middle East Conflict Impact on Business
Estée Lauder Companies said the Middle East conflict trimmed its third‑quarter sales growth by roughly one percentage point in its Europe, UK, Ireland and Emerging Markets (EUKEM) region, though the overall impact on consolidated results was immaterial. The beauty group...
Japan’s Nikkei 225 Hits Record High on US-Iran Deal Hopes; SoftBank, Seiko Epson Lead the Rally
Japan’s Nikkei 225 surged 5.58% on May 7, closing at a record 62,834 as investors cheered optimism over a looming U.S.–Iran memorandum of understanding and robust technology earnings. SoftBank Group led the rally, jumping 18.44%, while semiconductor and AI‑related stocks such...
UniCredit’s Lowball Bid for Commerzbank Causes Consternation
On May 5, 2026 UniCredit announced a bid to acquire the remaining shares of Germany’s Commerzbank, offering shareholders a swap of one Commerzbank share for 0.485 UniCredit shares. The proposal values the entire bank at €35 bn (approximately $41 bn), roughly 8% below...
Stock Market Today: Sensex Falls 114 Points, Nifty 50 Ends Above 24,300; Mid, Small-Cap Indices Jump 1%
India's benchmarks closed lower on Thursday, with the Sensex slipping 114 points (0.15%) to 77,844.52 and the Nifty 50 easing 4 points (0.02%) to 24,326.65. The decline was driven by profit‑booking in heavyweight names such as HUL, TCS, ITC and Reliance,...
Analysts Score Alpha: Long Tech, Short ANET
IMPACT: our analysts are Long $NVDA $AAPL $GOOGL etc. and were actually short $ANET yesterday = alpha dawgs ! @HedgeyeTech @HedgeyeComm https://t.co/Xhe3BYw7rf
Shell Beat Profit Forecasts. So Why Did Its Shares Fall?
Shell reported a $6.92 billion first‑quarter adjusted profit, topping the $6.36 billion consensus and marking its strongest result in two years. The company lifted its dividend by 5% but trimmed the quarterly share‑buyback programme to $3 billion from $3.5 billion. Production slipped 4% due...
Why Lam Research Still Looks Like a Buy After a 300% Rally
Lam Research (LRCX) has rallied nearly 300% over the past year, driven by soaring AI‑chip demand and strong earnings that showed expanding margins. The company’s equipment is central to semiconductor manufacturers scaling advanced node capacity, positioning Lam as a direct...
Wael Sawan Net Worth: Shell CEO Pay, Shares and $6.9bn Profit
Shell CEO Wael Sawan earned £13.8 million (about $17.5 million) in 2025, a rise from £8.6 million the prior year, driven largely by equity awards. He now holds roughly 560,000 Shell shares valued at around £18 million ($23 million) and his total net‑worth is estimated...
What the FDA's Latest Proposal Means for Lilly, Novo, and Hims
The FDA has proposed removing tirzepatide and semaglutide from the 503B bulk‑drug list, effectively ending compounding of these high‑demand GLP‑1 therapies. Eli Lilly, whose tirzepatide‑based products posted 56% YoY revenue growth and a 28% full‑year 2026 outlook, and Novo Nordisk, facing a...
Maersk Profit Falls Sharply as Firm Keeps Forecast Despite Hormuz Uncertainty
Maersk reported a sharp profit decline in Q1, with net profit falling to $100 million—about twelve times lower than a year earlier—while revenue slipped 2.6% to just under $13 billion. The drop was driven by weaker ocean freight rates despite a 9.3%...
NVDA's Next Report Needs 2027 Growth Assurance
T-minus 10 trading days until $NVDA reports (May 20). For shares to move higher, Jensen needs to make investors comfortable with 2027 growth.
Shell Profit Soars as Volatility Boosts Trading
Shell reported first‑quarter adjusted net income of $6.92 billion, surpassing the $6.1 billion Bloomberg median estimate. The surge stemmed from heightened oil‑price volatility caused by the Iran‑Israel conflict, which amplified earnings from its large trading desk. Refining margins rose to $17 a...