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.
Cathie Wood: How to Invest for 2026
In this episode, hosts Dan Coatsworth and Danny Hewson dissect a week of market‑shaking news, from the Bank of England’s rate hold and rising inflation forecasts to the fallout of the UAE exiting OPEC and its impact on oil prices. They review big‑tech earnings, highlighting Alphabet’s cloud surge versus weaker results from Meta and Microsoft, and discuss the massive $725 billion AI capex driving investor sentiment. The centerpiece is a conversation with ARK founder Cathie Wood, who explains why she’s buying Tesla, selling AMD, and why the recent OpenAI hype shouldn’t spook investors, framing her outlook through 2026.
FTSE 100 Slides 0.6% as UK Banks and Miners Lose Ground Amid Middle East Tensions
The FTSE 100 fell to 10,293.03, down 59.89 points (0.59%), as UK banking and mining shares retreated amid heightened Middle East conflict concerns and a hawkish Federal Reserve tone. The slide underscores growing risk aversion toward financials and commodities in...
Twilio Stock Soared to Its Highest Level in 4 Years. Its CEO Shares How AI Helped the Company Turn Things...
Twilio shares surged more than 19% in after‑hours trading, hitting a four‑year high after the company posted Q1 results showing 20% year‑over‑year revenue growth, its fastest pace in three years. CEO Khozema Shipchandler credits the rebound to an AI‑first product...
Twilio Posts 20% YoY Revenue Growth in Q1 2026, Boosting Enterprise Cloud Communications
Twilio announced first‑quarter 2026 revenue of $1.4 billion, up 20% year over year and 16% organically, marking its fastest organic growth since 2022. The cloud communications platform also posted record non‑GAAP operating income and lifted its full‑year revenue outlook, underscating strong...
Zepbound Soars and Lilly Advises Patience on Foundayo
Eli Lilly reported a blockbuster first‑quarter, with revenue jumping 56% to $19.8 billion driven by soaring sales of its obesity drugs Zepbound and Mounjaro. Zepbound alone generated over $4 billion, up about 80% year‑over‑year, while Mounjaro nearly doubled to close to $9 billion. The...
The Downstream Winners of the AI Trade's Latest Phase
Andrew Graham of Jackson Square Capital describes the current earnings season as a boom, driven by double‑digit earnings growth in the AI‑heavy “mag‑seven” stocks. He notes that Microsoft, Google and Amazon are reinforcing the AI trade, with Amazon’s custom Tranium...
Bull of the Day: Dow Inc. (DOW)
Dow Inc., a leading materials‑science producer, is riding a sharp petrochemical price surge caused by the Strait of Hormuz closure. The disruption has tightened global ethylene, polyethylene and naphtha supplies, allowing Dow’s ethane‑based operations to command higher margins and capture...
UK House Prices in Surprise Increase; NatWest Braces for Slowing Economy – Business Live
UK house prices unexpectedly rose 0.4% in April, taking the Nationwide average to £278,880 (about $354,000) and pushing annual growth to 3.0% despite geopolitical tensions and weakening consumer confidence. NatWest reported first‑quarter profit of £1.4 bn ($1.78 bn) and lifted its 2026...
Apple Inc (AAPL) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic Shifts Amid ...
Apple posted a record $111.2 billion revenue for Q2 2026, up 17% year over year, driven by a 22% surge in iPhone sales and an all‑time $31 billion services haul. Gross margin improved to 49.3% despite a dip in product margin, while operating...
Apple Share Price: Why Record iPhone Sales Still Leave a $4tn AI Question
Apple posted a 17% revenue jump to $111.2 bn, driven by a 20%+ surge in iPhone sales that topped $57 bn, record services revenue, and a $100 bn share‑buyback. Gross margin rose to 49.3% as product mix and early chip purchases offset cost...
Apple Results Mulled as Earnings Parade Continues
The Schwab Market Update highlighted the aftermath of a blockbuster earnings week featuring Apple, Alphabet, Amazon, Meta, and Microsoft, noting that Apple beat forecasts with 16% revenue growth and a strong services segment, while Meta’s stock fell despite revenue gains...
MTN Nigeria’s Profit Surge Hits ₦546 Billion in Q1 2026
MTN Nigeria reported a pre‑tax profit of about $1.2 billion in Q1 2026, a 170% year‑on‑year jump, driven by 56% higher data revenue and a 78% surge in fintech earnings. The telecom’s stock rose over 6%, making it the most valuable firm...
Morgan Stanley Adjusts Visa Stock Price After Earnings
Visa reported fiscal Q2 2026 revenue of $11.2 billion, up 17% YoY, and beat analysts' forecasts, lifting its stock 5% in one session. Growth was led by a 27% surge in Value‑Added Services, now representing roughly 30% of revenue, and a...
Activist Oasis's Kao Board Challenge Fails, Pressure Remains
Have you heard the story of the battle between the "P&G of Japan", Kao Corporation, and one of the largest and most successful Japan-focused shareholder activists? This one has everything. Kao is a household name, with a...
Tesla Made over $500 Million Selling to xAI and SpaceX Last Year
Tesla disclosed that it generated $573 million in 2023 revenue by selling cars and battery systems to Elon Musk’s other ventures, SpaceX and xAI. The bulk of the amount—$430 million—came from Megapack battery sales to xAI, while $143 million derived from vehicle deliveries...
Amazon Calls Unit Growth in Q1 the Highest Since Tail End of Lockdowns
Amazon reported Q1 2026 revenue of $181.5 billion, up 17% YoY, with net income soaring 77% to $30.3 billion. North America sales rose 12%, international 19%, and AWS surged 28%, keeping the cloud business at 21% of total revenue. Worldwide paid units grew...
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...
Why Alphabet Stock Surged to an All-Time High Today
Alphabet’s shares jumped more than 10% on Thursday, setting an all‑time high after the company posted a Q1 revenue surge to $109.9 billion, driven by AI‑enhanced search and cloud services. Google Search revenue rose 19% to $60.4 billion, while Google Cloud revenue...
IPhone Revenue Surges over 20% YoY, Two Quarters Running
Apple's iPhone Revenue grew by more than 20% YoY for the second quarter in a row
Microsoft Beats Expectations
ICYMI - .@Microsoft beats expectations, but its guidance comes up light, disappointing investors https://t.co/IGFe4hYg5s. “Its cash flow remains positive despite the substantial spending on AI infrastructure, but investors will want to see this balance maintained in the coming quarters.” #Earnings
10 Stocks Delivering Eye-Popping Gains
A dozen large‑cap stocks posted double‑digit gains on Thursday, echoing a broader Wall Street rally driven by robust earnings reports. The Dow and S&P 500 each rose over 1%, while the Nasdaq added 0.89%. Companies such as Magnum Ice Cream...
Apple Poised for Golden Era Under New AI Strategy
Apple’s monster iPhone June growth guide, robust Services, and now the AI strategy ahead puts this tech stalwart into a potential golden era with Ternus taking the baton from the Hall of Famer Cook. $350 PT and all eyes on...
‘This Crisis Is Still at the Beginning’: ANZ Boss Sends Iran War Warning
ANZ Bank reported cash profit of $3.8 bn (≈$2.5 bn USD) for the March half, a 6% rise year‑over‑year, while operating expenses fell 9% after a 3,500‑job reduction. CEO Nuno Matos warned that the Iran‑driven energy crisis could evolve from an inflation problem...
Western Digital and Sandisk Crush Wall Street Forecasts on Soaring AI Demand, but Stocks Fall
Western Digital and SanDisk posted spectacular earnings as AI‑driven demand lifted memory prices. Western Digital posted Q3 adjusted EPS of $2.72, 45% revenue growth to $3.34 billion, beating forecasts, while SanDisk reported EPS of $23.41 and revenue of $5.95 billion, up 251%...
Apple Q2 2026 Results
Apple announced fiscal Q2 2026 results, posting $111.2 billion in revenue—a 17% year‑over‑year rise—and diluted earnings per share of $2.01, up 22%. The iPhone 17 family delivered record iPhone revenue, while Services hit an all‑time high. Operating cash flow reached $28 billion, supporting a...
Fitch Has Dour View for Thai Banks
Fitch Ratings downgraded its outlook for Thailand's banking sector, warning that earnings and asset quality could weaken in 2026 despite solid first‑quarter results. The six systemically important banks posted a modest rise in return on assets to 1.28% and kept...
Founders Shift Fashion Success to Sustainable Growth, Boosting Kering Shares
A Business of Fashion analysis reveals that emerging fashion founders are abandoning the chase for global prestige in favor of slower, sustainable growth models. The shift is already reflected in Saint Laurent’s $3 billion sales outlook and a 24% rebound in...
BYD's Q1 Profit Drops 55% as Discount War Cuts Per‑car Earnings
China's EV leader BYD posted a 55% year‑over‑year profit plunge to 4.08 bn yuan ($597 m) in Q1 2026. The decline stems from record‑high discounts that slashed per‑vehicle profit to as low as 3,000 yuan, while short‑term debt rose 72% to 66.3 bn yuan...
Piraeus Bank Q1 Profit Dips to €281M as Athens Exchange Turnover Hits 2026 Low
Piraeus Bank reported a first‑quarter profit of €281 million ($303 million), a slight decline from a year earlier, as revenue rose modestly. At the same time, the Athens Exchange’s daily turnover dropped to €169.3 million ($183 million), the lowest level recorded in 2026, underscoring...
Amazon CFO Olsavsky Flags $1 B Cost Rise From LEO Satellite Program in Q1 2026
Amazon posted $181.5 billion in first‑quarter revenue, a 17% year‑over‑year gain, while CFO Brian T. Olsavsky warned that the company expects a $1 billion cost increase linked to its low‑Earth‑orbit (LEO) satellite program. The CFO also highlighted higher transportation costs, a new...
SiriusXM Reports $805M Net Income for 2025 as It Prepares Q1 2026 Results
SiriusXM announced that its 2025 net income rose to $805 million, a sharp reversal from a $2.08 billion loss the year before, while it readied the release of its first‑quarter 2026 operating results. The satellite radio firm highlighted modest subscriber gains, stronger...
India's Sensex Jumps 609 Points as Auto and FMCG Earnings Spark Rally
India's benchmark indices surged on Wednesday, with the Sensex gaining 609.45 points (0.79%) to 77,496.36 and the Nifty rising 181.95 points (0.76%) to 24,177.65. The rally was powered by strong earnings from auto‑maker Maruti Suzuki and FMCG leaders, while a...
EBay Reports 14% YoY GMV Rise to $22.2B in Q1 2026, Signaling Marketplace Rebound
eBay announced Q1 2026 GMV of $22.2 billion, up 14% on an organic, FX‑neutral basis, while revenue climbed 17% to $3.09 billion. The gains were powered by a 27% surge in U.S. GMV, strong advertising performance, and AI‑driven seller tools, positioning the...
Amazon's Q1 2026 Ads Revenue Jumps 22% to $17.2B as E‑commerce Spend Shifts to Marketplace
Amazon posted $181.5 billion in total revenue for Q1 2026 and saw its advertising business climb 22% YoY to $17.2 billion. The surge reflects a broader shift of ad dollars toward marketplace platforms, underscoring the growing importance of Amazon’s ad stack for...
Alphabet Q1 Revenue Jumps 22% to $109.9B on AI Cloud Surge and Record Search Queries
Alphabet posted a $109.9 billion first‑quarter revenue, up 22% year‑over‑year, as AI‑driven cloud services grew 63% and search advertising rose 19%. CEO Sundar Pichai highlighted compute constraints, while CFO Anat Ashkenazi warned of higher depreciation from infrastructure spending.
Chevron Corp (CVX) Q1 2026 Earnings Call Transcript
Chevron reported $2.8 billion quarterly earnings and $3 billion adjusted earnings, with operating cash flow of $10.8 billion. The company repurchased $3 billion of shares, raised the quarterly dividend 4% and posted record worldwide production, including over 1 million barrels per day in the Permian....
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,...
Apple’s Modest Rise Hints at Future Growth Super‑cycle
$AAPL up 4% does not reflect how good the guide was. In a vacuum, I would have expected the stock to be up closer to 10% on that guide. I believe the reason is investors are thinking about what's after...
Apple Just Printed $111 Billion — But It May Be Burning Through Future iPhone Demand
Apple posted a record $111.2 billion quarterly revenue, driven by a 22% jump in iPhone sales to roughly $57 billion as consumers rushed to adopt the iPhone 17. The company hailed its “best March quarter ever,” with double‑digit growth across regions, record services...
Fairfax Financial Holdings Limited: Financial Results for the First Quarter
Fairfax Financial reported Q1 2026 net earnings of $695.7 million, down from $945.7 million a year earlier, while adjusted operating income surged to $1.213 billion. The property‑and‑casualty segment posted a combined ratio of 94.1% and underwriting profit of $381.6 million, reflecting disciplined underwriting and higher...
Apple Beats, Raises Dividend, Boosts Buybacks
Apple posted its strongest March quarter ever, reporting $111.2 billion in revenue, a 17% year‑over‑year increase, and a 19.4% jump in net income. Earnings per share rose to $2.01, topping expectations by five cents, while operating cash flow set a new...
IPhone Growth Likely Cycles: 10% Every Third Year
$AAPL investors need to start thinking about iPhone growth next year. This fiscal year iPhone will grow around 17%. Next year the Street is expecting 5%. The 5% is ahead of the growth we saw in 2023-2025. FY25 - 4% FY24...
Apple Projects 10‑12% Revenue Rise, Margins Dip, AI Upside
For the $AAPL call. Revenue guide for June: I expect 10-12% ($104B-$106B) This has been a super cycle. Whats the encore in CY27? Margins: How will the component environment impact margins in the back half? Last quarter, Cook said changes are likely...
Big Oil Earnings Set To Sharply Decline. Blame This Tug-Of-War.
Chevron (CVX) and Exxon Mobil (XOM) are slated to report Q1 earnings early Friday after a quarter of soaring oil prices driven by the U.S.–Iran conflict. Analysts forecast Exxon’s EPS at 98 cents, a 44% drop, with revenue slipping 2.4%...
Amazon's Revenue Soars to $810B, 24% CAGR
Amazon Revenue (Billions) 2026 (est): 810 2025: 717 2024: 638 2023: 575 2022: 514 2021: 470 2020: 386 2019: 281 2018: 233 2017: 178 2016: 136 2015: 107 2014: 89 2013: 74 2012: 61 2011: 48 2010: 34 2009: 25 2008: 19 2007: 15 2006: 11 24% annualized growth over the last 20 years
Apple's Guidance Strong; Memory Costs Barely Hit Margins
$AAPL guide is as ripe as they come. 🤤 I guess that memory impact to margin wasn’t so bad. 😎
Meta Tops Q1 Revenue Growth, All Tech Outpace S&P
Q1 Revenue Growth, YoY % Change... Meta $META: +33% Google $GOOGL: +22% Microsoft $MSFT: +18% Apple $AAPL: +17% Amazon $AMZN: +17% Netflix $NFLX: +16% Tesla $TSLA: +16% S&P 500 $SPY: +10%
Apple’s Upbeat Guide Lifts Stock, Beats Revenue Forecasts
Strong guide from $AAPL. Stock now up 2%. June revenue growth target of 14-17% vs. Street at 9%. Gross margin at 47.5%-48.5% vs. Street at 47.6%.
Apple Posts Record Q1 Revenue, Net Income, Margins
Apple revenues increased 17% over the last year to a new Q1 record of $111 billion. Net Income grew 19% year-over-year to new Q1 record of $30 billion. Gross margins increased to 49% (from 47% a year ago), the highest...
QQQ Climbs 0.9% as Non‑big‑tech Rallies 2%
the $QQQ was +0.9% today... $NVDA $META $MSFT detracted -1% from that number, leaving the other 97 tickers +2% on the day... h/t @KoyfinCharts https://t.co/xpa4W104Sd