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.
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 investor wariness in the region.
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 Beats Forecast, Guides Revenue Above Street Expectations
Overall the Apple numbers looked great. ➡️The stock is down 0.5% which is noise. ➡️The guide is what counts. I expect revenue guide higher than the 9% that the Street is looking for in June. ➡️Revenue growth was 17%,...
Apple Reports Q2 2026 Revenue of $111.2 Billion
Apple announced Q2 2026 revenue of $111.2 billion, marking its strongest March quarter on record. The surge was powered by double‑digit growth in every geographic segment, led by robust demand for the iPhone 17 lineup. Services also hit an all‑time high, while the...
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...
C.H. Robinson Posts 15% EPS Rise, Leverages AI to Offset Spot‑Market Costs
C.H. Robinson reported a 15% year‑over‑year increase in adjusted earnings per share for Q1 2026 while keeping North American Surface Transportation (NAST) gross margin at 14.6%. The logistics firm credited a Lean AI strategy and disciplined volume mix for offsetting...
Stellantis Posts $440 M Q1 Profit After Pricing Overhaul and Dealer Strategy Shift
Stellantis reported a $440 million net profit for the first quarter of 2026, reversing a $26 billion loss in 2025. The turnaround stems from a disciplined pricing strategy, dealer‑network incentives, and $467 million in tariff refunds, lifting sales 6% in North America and...
Robinhood Q1 Earnings Show Slower Growth and Falling Options Volume
Robinhood Markets posted first‑quarter revenue of $1.07 billion, a 15% year‑over‑year increase, but warned that options trading volume fell and expenses rose 18%. The mixed results sent the stock down 13% and raised concerns about retail options liquidity.
DHL Group Boosts Profit Despite Lower Shipment Volumes, Revenue
DHL Group reported an 8.3% rise in first‑quarter operating profit despite a dip in overall revenue. DHL Express revenue fell 1.9% to €6 bn ($7 bn) while EBIT jumped 20.6% thanks to aggressive capacity, cost and yield management. Shipment volumes slipped 6%,...
Red-Hot AI Stock Western Digital Slides Late Despite Earnings Beat
Western Digital (WD) posted fiscal Q3 earnings that beat expectations, reporting adjusted earnings of $2.72 per share, a 97% year‑over‑year increase, and revenue of $3.34 billion, up 45%. The results were driven by soaring demand for hard‑disk drives in AI data...
ArcelorMittal Q1 Profit Falls 28% as Steel Demand Slows, Revenue Rises 4.5%
ArcelorMittal SA posted first‑quarter earnings of $575 million, a 28% decline from $805 million a year earlier, as the global steel market softens. Revenue grew 4.5% to $15.46 billion, reflecting higher pricing but lower volumes. The results underscore mounting pressure on European industrial...
Qualcomm Beats Q2 2026 Forecast, CFO Highlights R&D Spend and Automotive Surge
Qualcomm reported Q2 2026 revenue of $10.6 billion and non‑GAAP EPS of $2.65, surpassing analyst expectations. CFO Akash Palkhiwala emphasized a bottoming of handset shipments in China and outlined a $2.6 billion operating expense target, while the company returned $3.7 billion to shareholders...
Dow Adds 790 Points on Caterpillar Earnings: Stock Market Today
The Dow Jones Industrial Average surged 790 points, closing at a record 49,652, propelled by a 9.9% jump in Caterpillar after it beat Q1 earnings and lifted its full‑year revenue outlook. Alphabet powered the market higher with a 10% stock...
Sanofi Names Belén Garijo CEO, Effective May 1, 2026
Sanofi confirmed that Belén Garijo will assume the role of Chief Executive Officer on May 1, 2026, following the April 29 annual general meeting. The appointment comes as the company declares a €4.12 (≈$4.49) per‑share dividend and refreshes its board...
Google Cracked AI Monetization. Meta, Microsoft, and Amazon Haven't.
Google’s latest earnings showcase a coherent AI monetization strategy that hits all three value‑creation modes—removing middlemen, unlocking new revenue streams, and expanding the ecosystem—propelling its stock up 9%. In contrast, Meta, Microsoft and Amazon all beat forecasts but lack clear...
The Metric Taking Over Earning Season
In this episode, Morgan Stanley’s Global Head of Fixed Income Research, Andrew Sheets, explains why capital expenditure on AI infrastructure is becoming the dominant metric in earnings season, eclipsing traditional earnings focus. He highlights that U.S. hyperscalers like Alphabet, Amazon,...
Eli Lilly Profits More than Double as Weight-Loss Revenue Soars
Eli Lilly announced net profit more than doubled year‑over‑year, driven by a surge in weight‑loss drug sales. The company’s obesity treatments, chiefly Mounjaro and the newly approved Zepbound, generated roughly $2 billion in revenue this quarter, lifting total sales to about $7.5 billion....
S&P 500 Heads for Its Best Month Since 2020 — Plus, Apple Earnings on Deck
The S&P 500 surged over 10% in April, putting the index on track for its best month since 2020 and briefly topping 7,200. A simultaneous rally lifted the Nasdaq more than 15% for the month, helped by lower oil prices and...
Cardinal Health Is Getting Pummeled on Mixed Results — Here's Our Plan for Stock
Cardinal Health posted an 11% revenue increase to $60.94 billion for Q1 2026, falling short of the $61.7 billion consensus, while adjusted EPS of $3.17 outperformed the $2.79 estimate. Free cash flow surged to $3.3‑$3.7 billion, roughly three times analysts’ expectations, but profit in...
DeepSeek V4 Pricing Gap Threatens US AI Premium
LIVE in an hour with @aidangomez on DeepSeek V4 and the pricing gap eating away at American AI's premium and then @danielnewmanUV post-earnings on the bargain Wall St made with big tech and why its getting tested as the sell off...
Tesla, Inc. $TSLA Shares Sold by Bogart Wealth LLC
Bogart Wealth LLC slashed its Tesla position by 61.4% in Q4, selling 1,812 shares and retaining 1,141 shares worth roughly $513,000. The fund’s divestment adds to a broader pattern of institutional rebalancing, with several other investors either adding modest stakes...
Meta Earnings Prompt Widespread Price Target Cuts
Analyst Price Targets after $META Earnings: TD Cowen $820 ➡️ $800 J.P. Morgan $825 ➡️ $725 BMO Capital $730 ➡️ $720 Barclays $800 ➡️ $830 Bank of America $820 ➡️ $835 Piper Sandler $880 ➡️ $800 Truist Financial $900 ➡️ $840 KeyBanc $760 RBC Capital $810 Cantor Fitzgerald $750 Oppenheimer $622.25 Citi...
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. 😎
Eli Lilly Shares Surge on a Beat-and-Raise, Proving the Stock's Swoon Was a Mistake
Eli Lilly reported first‑quarter 2026 revenue of $19.8 billion, up 56% year‑over‑year and well above the $17.6 billion consensus, while adjusted earnings per share jumped to $8.55, more than double the prior year and beating the $6.66 estimate. The strong top‑ and bottom‑line...
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
SPY Hits ATH as Apple Posts $111B Revenue Beat
$SPY closes at ATH and then Apple just reported quarterly revenue of $111b that beat analysts' estimates.. nice breakdown of just how much money they make and how: https://t.co/Br9j6yDTNs
IPhone Revenue Hits Target Despite Mixed Forecasts
Did the iPhone miss? Depends on what number you're looking at. They reported $56.99B, up 22% y/y vs 23%. Factset was at $56.66B Whisper was $57.5B My take: They made the iPhone number. $AAPL
Amazon Hits Record Q1 Revenue, Profit, Margins
Amazon revenues increased 17% over the last year to a new Q1 record of $182 billion. Net Income increased 77% YoY to $30 billion, the highest quarterly profit in company history. Operating margins increased to a record 13.4% from 12.0%...
April S&P 100% Up Days: Rare Historical Event
The $SPX finished April with six 1% gains and zero 1% losses. This is rare. Since Aug 1973, it’s only happened 3 other months: Oct 2015 → -0.7% YTD Dec 1991 → +28.0% YTD Jan 1976 → +18.2% YTD source: @StockCharts https://t.co/jlP09VYfQG
AI Takes Center Stage in Upcoming Apple Earnings
Great to be on @CNBCClosingBell with @TheJudgeCNBC and a great panel of @Kantrowitz Dan Chung discussing Big Tech earnings and what to expect from Apple earnings with AI front and center in the year ahead @CNBC @CNBCtech 🏆🍿🐂📺🔥👇 https://t.co/mWmK0kJo61 https://t.co/K1mXLG08ea
S&P 500 Surges Past All-Time High Despite Energy Crisis
The S&P 500 shrugs off global energy crisis and hits a new all-time high https://t.co/VUKIJmA8mW
S&P 500 Surpasses 7,200, Doubling Decade‑Long Gains
The S&P 500 just crossed above 7,200 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. $SPX https://t.co/b24VEKNTKj