Today's Large Cap Stocks Pulse
Nvidia shines as Dell posts monster quarter, says Jim Cramer
Jim Cramer highlighted Nvidia as the clear winner of Dell's strong earnings quarter, noting the AI chip maker benefited from Dell's monster-quarter results. The upbeat commentary underscores Nvidia's momentum amid broader tech earnings optimism.
Apple’s Standout Q2 Earnings Open Up ETF Opportunities
Apple posted a strong Q2 2026 earnings beat, reporting $2.01 earnings per share and $111.2 billion in revenue, up 22% and 17% year‑over‑year respectively. The results were driven by record iPhone 17 sales and continued growth in Services, even as the company navigates supply‑chain pressures. The earnings call also marked the final appearance of Tim Cook as CEO, signaling an upcoming leadership transition. Analysts see the momentum as a catalyst for renewed investor interest in Apple‑focused investment vehicles.
Coles Group Q3 Sales Rise 3.1% YoY to A$10.7bn ($7bn) Amid Strong E‑commerce Growth
Coles Group posted total group sales of A$10.70 billion for the March quarter, up 3.1% year‑over‑year. Supermarket revenue grew 4.0% while e‑commerce surged 24.8%, lifting the retailer’s share price 3.5% on the news. The results highlight resilient consumer demand despite geopolitical...
Asian Markets Edge Higher as Oil Holds Near $111; Traders Brace for Fed and Earnings
Asian stock indexes nudged higher while Brent crude steadied above $111 as investors awaited the Federal Reserve’s rate decision. Credit Agricole announced a €800 million ($860 million) share buy‑back, and Darling Ingredients reported a 2.3% rise in its stock after a strong...
USA TODAY Media Posts 4% Revenue Dip but Digital Earnings Surge in Q1 2026
USA TODAY Media announced first‑quarter 2026 results on April 30, showing total revenue fell 4% to $548.5 million but digital revenue climbed 5.2% to $261.9 million. Adjusted EBITDA surged 44.7% to $73.1 million, driven by cost cuts and AI licensing deals.
Willis Towers Watson Q1 2026 Earnings Spotlight AI‑Enabled Benefits and Workforce Analytics
Willis Towers Watson posted $2.4 billion in Q1 2026 revenue and a 19% jump in adjusted EPS to $3.72, driven by AI‑enabled benefits platforms and workforce analytics. The firm highlighted new AI tools while acknowledging pricing pressure and Middle‑East geopolitical uncertainty.
S&P 500 Sets New Record as Optimism Over Iran Conflict Fuels Large‑Cap Rally
The S&P 500 climbed to a new all‑time high, up 0.12%, as investors bet on a swift resolution to the Iran conflict. Billionaire Howard Marks warned that the rally may not be a bargain, while Bill Ackman defended the premium...
Australian and Japanese Markets Rise as Tokyo Intervenes in Yen Amid Iran Tensions
Australia’s S&P/ASX 200 jumped 0.74% to 8,729.80 and Japan’s Nikkei 225 rose 0.38% to 59,513.12 on Friday, buoyed by a reported yen‑intervention by Tokyo. The moves came despite heightened geopolitical risk from escalating tensions with Iran.
10‑Q Filings Reveal Earnings Details Beyond Hype
It’s been a week of hyperscaler earnings. Microsoft, Meta, Amazon, and Google all reported. Not surprisingly, the big capex spending got the headlines. But as I was taught as a young reporter, a press release is just that, a press release....
Atlassian Stock Jumps 20% After Beating Revenue and Earnings Expectations
Atlassian reported fiscal Q3 revenue of $1.79 billion, a 32% year‑over‑year increase, and non‑GAAP earnings of $1.75 per share, both surpassing analyst expectations. Cloud revenue jumped 29% to $1.13 billion, while data‑center sales rose to $560.7 million, beating forecasts. GAAP results showed a...
Apple Reported Stellar Results. That Could Boost the Shares of These Suppliers
Apple posted a strong fiscal Q2, reporting $57 billion in iPhone sales that nearly met Wall Street expectations. Analysts at Stifel and KeyBanc flagged semiconductor and wireless‑chip makers Cirrus Logic, Qorvo, Ceva and Skyworks as likely beneficiaries of the iPhone’s continued...
Rule Change so SpaceX Should Join Sp500 6 Months After IPO
The S&P Dow Jones Indices has proposed rule changes that would let megacap firms such as SpaceX qualify for index inclusion after just six months of public trading, cutting the current twelve‑month waiting period. The proposal also removes the 10 %...
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...
Air Canada Posts Q1 Revenue Surge, Halts Outlook Amid Middle East Conflict
Air Canada reported a 11% rise in first‑quarter operating revenue to C$5.785 bn and a swing to a C$48 m net profit, driven by strong demand and pricing. The airline, however, suspended its annual outlook, citing the volatile Middle East conflict that...
Cramer Dismisses Intel Bear Case After 16% Post‑Earnings Rally
Jim Cramer announced on X that he has "NO bear case" on Intel after the company reported Q1 2026 revenue of $13.6 billion, a 7% year‑over‑year rise that topped consensus by $1.3 billion. The earnings beat sparked a 16% after‑hours rally and...
ICE Q1 Earnings Show 23% Surge in Options & Futures Open Interest, Record $3B Revenue
Intercontinental Exchange (ICE) reported a $3 billion first‑quarter revenue, up 18%, and adjusted EPS of $2.35, a 37% increase. Total futures and options open interest hit a new high, rising 23% as transaction revenues climbed 33% and CDS clearing notional...
Apple Forecasts 14‑17% iPhone Sales Growth Amid Chip Constraints
Apple said it expects iPhone revenue to climb 14%‑17% year‑over‑year in its fiscal third quarter, outpacing Wall Street’s 9.5% estimate. The outlook comes as the company grapples with limited advanced‑processor chips, yet its total quarterly revenue hit $111.2 billion and shares...
TriNet Beats Q1 2026 Estimates, Posts 25% EPS Rise on AI and PEO Growth
TriNet Group posted adjusted earnings of $2.48 per share in Q1 2026, a 25% year‑over‑year increase, while revenue fell 5% to $1.2 billion. The results were driven by disciplined expense management, a stronger insurance cost ratio and the launch of its...
Caterpillar Beats Q1 Estimates, Lifts Dow 1.5% as Shares Surge 10%
Caterpillar reported first‑quarter revenue that rose 22% year‑over‑year, beating analysts' forecasts and sending its stock up 10.12%. The earnings lift helped the Dow Jones Industrial Average climb 1.5%, offsetting weakness in mega‑cap tech stocks.
NatWest Group Posts £1.5bn Q1 Profit, Boosting FTSE 100 Momentum
NatWest Group Plc posted a first‑quarter profit of £1.507 billion (about $1.9 billion), up from £1.478 billion a year earlier, and revenue rose 0.8% to £4.358 billion. The results helped the FTSE 100 climb 1.6% on the day, even as the bank faced climate‑activist protests...
Labcorp CFO Julia Wang Highlights $71M Free Cash Flow and $202M Capital Deployment in Q1
Labcorp's chief financial officer Julia Wang detailed a $71 million free‑cash‑flow swing and $202 million of capital deployment in the first quarter, underscoring tighter expense management and a focus on high‑margin growth. The guidance for 2026 projects 5%‑6.1% enterprise‑revenue growth and adjusted...
Apple Posts $111.2 B Q2 Revenue, Forecasts 14‑17% Growth and Names John Ternus as Next CEO
Apple announced $111.2 B in Q2 2026 revenue, up 17% year‑over‑year, and gave guidance for 14‑17% revenue growth in the June quarter. The earnings call also confirmed a leadership change, with chief engineer John Ternus slated to become CEO and Tim...
KOSPI Hits Record Intraday High of 6,750 on Samsung Earnings and US Tech Gains
South Korea's benchmark KOSPI opened above 6,700 and climbed to an intraday peak of 6,750.27, driven by Samsung Electronics' record quarterly profit and stronger‑than‑expected revenue from U.S. giants Alphabet, Amazon, Meta and Microsoft. The rally was underpinned by net foreign...
Atlassian Q3 Revenue Surges 32% YoY, Cloud Hits $1.1B as AI Rovo Fuels Growth
Atlassian posted $1.8 billion in Q3 2026 revenue, a 32% year‑over‑year increase, driven by cloud sales that topped $1.1 billion and rapid adoption of its AI‑enabled Rovo platform. The company also recorded a 37% rise in remaining performance obligations to $4 billion and...
TMTB Morning Wrap
Futures in the S&P 500 edged up 15 basis points after a wave of strong earnings from internet and software companies. Twilio (TWLO), Atlassian (TEAM), Riot Platforms (RDDT) and Roku (ROKU) all posted beats, while Roblox (RBLX) lagged and Apple...
Builder China Vanke Posts 5.95 Billion Yuan Loss in Q1
China Vanke reported a Q1 net loss of 5.95 billion yuan (about $830 million), slightly better than the 6.25 billion yuan loss a year earlier. The loss was driven by a 33% plunge in home deliveries, which trimmed revenue by 24% year‑over‑year. Vanke’s...
Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
Eli Lilly posted a strong Q1 2026, with revenue up 56% YoY to almost $20 billion, driven by $12.8 billion in GLP‑1 sales from Mounjaro and Zepbound. The FDA also approved Foundayo, the first oral GLP‑1 agonist for obesity that can be taken without...
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...
Apple's Strong Earnings Boost Mega Caps, Manufacturing Data Next
🚨 Morning Market Rundown – May 1, 2026 🚨 Manufacturing data + a big $AAPL earnings reaction headline the open 👀 🗓️ Economic Events: 0945 - S&P Manufacturing PMI (Apr): Exp 54; Prior 54 1000 - ISM Manufacturing PMI (Apr): Exp 53.2; Prior 52.7 📈...
Industry Shifts Boost Intel’s Momentum
For a brief moment. Honestly, this is wild. A lot of momentum and specific industry dynamics are starting to swing in favor of $INTC. https://t.co/32eDESc5Yf
Here's What Major Analysts Are Saying About Apple's Earnings
Apple posted a record $111.18 billion in Q2 revenue, topping the $109.66 billion consensus, while iPhone sales came in slightly below expectations at $56.99 billion. Earnings per share rose to $2.01, beating the $1.95 forecast, and the company projected 14‑17% year‑over‑year revenue growth...
Nasdaq up 15% in April, HY Spreads Stay High
April +15.3% on Nasdaq… and HY OAS is ~282 bps. That’s not “risk-off.” $QQQ https://t.co/NMz38kcNP3
S&P 500's Biggest Rally Since 2020 Fueled by Dip
The $SPX posted its biggest monthly rally since November 2020 - and it only took the largest monthly dip in 12 months to charge it and the word 'ceasefire' to trigger the reversal. Risk appetite is just ambivalent, it feels...
Berkshire’s Stock Has Suffered in a Post-Buffett World. Why That’s Actually a Good Thing.
Berkshire Hathaway’s stock has fallen 5.8% since Greg Abel took over as CEO, marking its weakest four‑month start since 2015 and lagging the S&P 500’s 5.3% gain. The company disclosed a slowdown in its insurance segment and said it will pause...
Four Tech Titans Now Outvalue Pre‑Crisis US Market
Coming out of the Great Financial Crisis the entire US stock market was worth around $10 trillion Today the combined market cap of Nvidia, Google, Microsoft and Apple alone is almost $17 trillion https://t.co/O7WiUFZbRp
Meta's $96B Bond Demand Amid 8.6% Stock Drop
fun when bond and stock investors say different things Meta fielded $96 billion in orders for its $25 billion bond sale yesterday as shares sold off by 8.6% post-earnings https://t.co/gYzRG1K7Mr
First-Quarter Revenues Fall but VMO2 Sees Brighter Prospects for Fiscal Year
Virgin Media O2 (VMO2) posted a 3% year‑on‑year decline in Q1 2026 service revenue to £2.08 bn (≈$2.64 bn), while wholesale revenue rose 5.1% on stronger MVNO and lease activity. The company invested £500 m (≈$635 m) in fibre, 5G Standalone and launched O2...
S&P Breaks Out After 6‑8‑Month Stagnation
$SPY - Sure...the S&P moved fast off the lows...but it's also just now resolving a 6-8 month range of nothingness. https://t.co/Ve4gwxbkrC
SPX Futures Surge 8 Points After New ATH
$SPX futures +8 after tagging a new ATH at 7219, as it’s been riding the 8-day since reclaiming the moving averages in early April. There was a lot to do across timeframes, and now we start a new month. https://t.co/tGRY36Jv0v
Walmart and Costco Outperform as Retail Titans Show Resilience
Walmart and Costco posted strong earnings and stock performance as consumer spending patterns shift, with Walmart’s advertising business expanding 37% and Costco’s membership fees rising 13.6% in Q2 FY2026. Both firms are navigating tariff refunds and operational tweaks while maintaining...
Yesterday's Movers: Performance Snapshot of Top Reporters
This is how the stocks of the reporting companies performed yesterday: $MSFT $AMZN $META $GOOGL $QCOM $CMG $CVNA $F $KLAC $ORLY $LLY $CAT $MA $MRK $MO $RCL $BMY $CROX $COP $W https://t.co/zNGAzreeBv
Alphabet Nears Top Spot, Closing on Nvidia
$GOOGL a few percentage points from overtaking $NVDA as the world's most valuable company @augurinfinity https://t.co/FYDdXsHxrP
Estée Lauder Stock Jumps as Q3 Profits Top Estimates
Estée Lauder reported Q3 fiscal 2026 results that beat expectations, with organic sales up 2% and fragrance sales jumping 10%. Adjusted operating margin rose to 15% and diluted EPS increased to 91 cents, while net earnings fell 44% due to a...
Google Poised to Become World’s Most Valuable Company
$GOOGL on its way to being the most valuable company in the world, set the pace for big tech earnings and has fueled this rally. 🚀 https://t.co/gQpoSgVPTa
US Earnings Growth Surge Drives Bear Market Mauls
One of the main reason why bears are getting mauled is the massive re-acceleration in US Earnings Growth 302 of $SPX companies have reported an aggregate y/y EPS acceleration of +30% It was #Quad1 in Q1 Goldilocks,...
JLL Posts 11% Q1 Revenue Rise on Organic Service Growth and AI Adoption
Jones Lang LaSalle (JLL) posted an 11% jump in first‑quarter revenue, largely from organic growth in its real‑estate services and a high single‑digit rise in software revenue. The earnings beat highlights expanding demand for technology‑enabled leasing, AI tools and premium...
Hilton Posts 3.6% RevPAR Rise in Q1 2026, Announces Record Development Pipeline
Hilton Worldwide posted a 3.6% year‑over‑year rise in systemwide comparable RevPAR for the first quarter of 2026 and disclosed a record development pipeline of 3,768 hotels, underscoring resilient demand and aggressive growth targets.
Baxter Names Anita Zielinski Interim CFO as Q1 Loss Triggers Finance Shake‑up
Baxter International announced that Anita Zielinski will serve as interim chief financial officer while reporting a first‑quarter net loss of $15 million. The medical‑device maker posted $2.7 billion in revenue, a 3% rise on a reported basis, but adjusted earnings per share...
Viavi Solutions Beats Q3 2026 Estimates, Raises Q4 Guidance, Stock Jumps 15%
Viavi Solutions reported Q3 fiscal 2026 revenue of $406.8 million, surpassing analyst expectations and delivering EPS of $0.27. The company also lifted its Q4 revenue guidance to $427‑$437 million and adjusted‑EPS outlook to $0.29‑$0.31, prompting the stock to rally more than 15%...
Apple Shares Rise on Strong Quarterly Sales in Run-Up to CEO Change
Apple’s shares rose 3% in pre‑market trading after the company reported its strongest quarterly sales growth in more than four years. Demand was driven by the newly launched iPhone 17 Pro line and the low‑cost MacBook Neo, even as the broader consumer‑electronics market...
STI Climbs 1.1% as DBS Posts Record Q1 Profit, Boosting Singapore Market
DBS Bank reported a net profit of S$2.93 bn for Q1, up 1% year‑on‑year and ahead of forecasts, sending its shares 3.4% higher and pushing the Straits Times Index up 1.1% to 4,912.69. The rally helped offset a week of losses...