Today's Large Cap Stocks Pulse
Dell surges on AI server boom and $9.7B Pentagon contract
Dell Technologies posted Q1 revenue of $43.8B, an 88% year‑over‑year rise, driven by AI‑optimized server sales that leapt 757% to $16.1B. The company also secured a $9.7B contract with the U.S. Department of Defense for AI hardware, sending the stock up nearly 40% after earnings.
ASML Shares Slide 3% as AI Demand Doubts Spark EUV Equipment Volatility
ASML Holding saw its shares drop 3.3% on Tuesday after a Wall Street Journal report that OpenAI missed user and revenue targets, sparking fears of weaker AI‑driven demand for its ultra‑expensive EUV lithography tools. The sell‑off highlights the semiconductor sector’s sensitivity to AI spending cycles and broader supply‑chain pressures such as a helium shortage.
Bing Ads Revenue Up 12% - New Growth
Microsoft reported third‑quarter 2026 results showing Bing Ads revenue climbing 12% year‑over‑year, signaling a rebound in its search advertising segment. Overall Q3 revenue hit $82.9 billion, up 18% YoY, while operating income rose 20% to $38.4 billion. The company highlighted AI‑driven services...
FirstEnergy Beats Q2 2025 Estimates, GAAP EPS Rises to $0.46
FirstEnergy reported Q2 2025 GAAP earnings per share of $0.46, far exceeding the $0.08 consensus, and reaffirmed its upper‑half EPS guidance for the year. The utility cited disciplined O&M spending, a $2.5 bn infrastructure investment to date, and a $1.6 bn debt‑reduction...
Omnicom Posts $5.6B Core Ops Revenue, CFO Angelastro Highlights AI‑Driven Growth
Omnicom Group posted $5.6 bn in core operations revenue for Q1 2026, up $345 m (6.7% total, 3.9% organic). CFO Philip Angelastro said the AI‑powered Omni platform and aggressive divestitures are key to margin expansion and cost‑synergy targets.
Microsoft Q3 Beats on Revenue, EPS and Cloud as Capex Comes in $3.4bn Below Estimates
Microsoft reported fiscal Q3 2026 revenue of $82.89 billion, an 18% year‑on‑year rise that topped the $81.46 billion consensus, and earnings per share of $4.27 versus the $4.03 estimate. Azure and other cloud services surged 39% in constant currency, beating the 37‑38% guidance...
Vale Posts 36% Q1 Net Income Jump, Boosting Iron‑Ore Outlook
Vale (VALE) posted first‑quarter net income of $1.89 bn, a 36% rise year‑over‑year, driven by higher iron‑ore prices and volumes. The earnings beat highlights solid steel‑industry fundamentals and price support from elevated Brent crude.
Microsoft Vs. Amazon: Comparing Consistent Revenue Growth in Tech Giants
Microsoft and Amazon continue to outpace most peers, but their growth stories differ. Amazon’s total revenue remains roughly three times Microsoft’s, driven by its massive e‑commerce and AWS businesses, while Microsoft’s top‑line is expanding faster, especially in Azure cloud services....
Meta Beats on Revenue at $56.3 vs $55.6 Billion Consnsus. Boosts Capex Further
Meta reported first‑quarter revenue of $56.3 billion, topping the $55.6 billion consensus. The company projected second‑quarter revenue of $58‑61 billion, slightly below analysts' $59 billion estimate. Capital‑expenditure guidance rose to $125‑145 billion, up from the prior $115‑135 billion range, reflecting a push on data‑center capacity. Shares...
RWC Asset Advisors Dumps $47.5 M of MercadoLibre Shares, Raising Questions on Latin America Ad Spend
RWC Asset Advisors (US) LLC sold its full 24,608‑share position in MercadoLibre for an estimated $47.47 million, ending a stake that made up 9.4% of its assets under management. The exit comes as MercadoLibre’s stock slides and its advertising arm faces...
Wednesday - April 29, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a mixed market day marked by a dip in major indices, rising bond yields, and a surge in oil prices driven by Middle East tensions and the UAE’s exit...
Large-Cap Bank Stock Pays Warren Buffett $23M in Annual Dividends
Berkshire Hathaway's latest 13‑F shows it owns 7.15 million shares of Capital One Financial, a stake valued at roughly $1.37 billion. At Capital One’s current $192 price, the holding generates about $22.9 million in annual dividend income, equivalent to a 1.66% yield. The...
Nvidia Could Generate More Cash Than Apple, Microsoft Combined — BofA Says It's Time To Pay Shareholders
Bank of America reaffirmed its Buy rating on Nvidia, setting a $300 price target that implies about 43% upside from the current $210 share price. The firm highlighted that Nvidia’s valuation is roughly half that of its Magnificent 7 peers, trading...
Valero Energy Earnings To Skyrocket As Crack Spreads Soar Amid Iran War
Valero Energy is set to report Q1 earnings of $3.16 per share, a 255% year‑over‑year jump, despite only a 3.7% rise in sales to $31.38 billion. The surge is driven by a 73% increase in U.S. crack spreads, the strongest margin...
As Discounts Proliferate, Adidas Must ‘Defend Newness’
Adidas reported a 7% rise in Q1 revenue to €6.6 bn ($7.7 bn), or 14% on a currency‑neutral basis. Growth was broad‑based, with Europe up 5%, Greater China up 10% and North America modestly higher. Direct‑to‑consumer (DTC) sales accelerated 15% and now...
Dual Commencement: The Russell Index Shift to Semi-Annual Rebalancing
The Russell 2000 and 1000 indexes will transition from an annual to a semi‑annual rebalancing schedule, with updates in June and December. After 37 years of yearly adjustments, the change aims to reduce style drift and keep the indexes aligned...
AbbVie Tops Q1 Estimates, Raises Outlook and Discontinues Cancer Candidate
AbbVie reported $15 billion in first‑quarter revenue, a 12.4% year‑over‑year increase, driven by strong immunology and a 26% surge in neuroscience sales. Immunology products Skyrizi and Rinvoq generated $7.29 billion, while the migraine drug Qulipta boosted neuroscience revenue to $2.87 billion. The company...
Hope Beneath the Headlines
RiverFront’s April 2026 Chart Pack highlights that the Iran‑driven oil shock pushed Brent crude above $100 per barrel, prompting a modest pullback in the S&P 500 while the Fed kept rates steady. Despite the geopolitical turbulence, the United States’ deepening energy independence...
AAPL's Services Growth Rides on Strong Content & Games: What's Ahead?
Apple’s Services segment posted a 14% year‑over‑year increase to $30.01 billion in Q1 FY2026, representing 20.9% of total net sales. Growth was driven by a 36% jump in Apple TV+ viewership and an expanding Apple Arcade catalog now exceeding 200 family‑friendly games. The...
American Tower (AMT) Reports Q1 AFFO and Revenue Above Estimates
American Tower Corp. posted first‑quarter 2026 AFFO of $2.84 per share, topping the $2.50 consensus, while revenue rose to $2.74 billion versus $2.65 billion expected. CEO Steve Vondran highlighted robust demand from mobile data, cloud adoption, and AI workloads as catalysts for...
BTIG Raises Its Price Target on NextEra Energy (NEE) to $112
BTIG analyst Alex Kania raised his price target on NextEra Energy (NEE) to $112, up from $103, while keeping a Buy rating. Wells Fargo also lifted its target to $102, maintaining an Overweight stance. The utility reported first‑quarter adjusted EPS...
Apple to Report Q2 Earnings, First Since Announcing Ternus as Cook's Replacement
Apple will report its second‑quarter results Thursday after the bell, marking the first earnings release since the company announced senior vice president John Ternus will replace Tim Cook as CEO. Analysts expect revenue of $109.66 billion and earnings per share of $1.96,...
Vedanta Q4 Net Profit up 89% on Rally in Metal Prices, Cost Efficiency
Vedanta posted an 89% jump in Q4 net profit to about ₹9,352 crore ($1.13 bn), propelled by higher aluminium and zinc prices and a 59% rise in EBITDA to ₹18,447 crore ($2.2 bn). Revenue surged 29% to ₹51,524 crore ($6.2 bn), helped by strong metal realisations...
Bajaj Finance Reports 23% Increase in Standalone Net Profit at ₹4,839.5 Cr
Indian NBFC Bajaj Finance posted a 23% jump in standalone net profit to ₹4,839.5 crore (≈$583 million) in Q4 FY26, driven by a 20% rise in net interest income and a 21% expansion of its loan portfolio. Provisions for impairments fell 9%,...
TD Cowen: 15% Revenue Growth, 10% Growth Guidance
TD Cowen analyst Krish Sankar reaffirmed a Buy rating on Apple with a $325 price target, forecasting more than 15% year‑over‑year revenue growth for the March quarter. He also expects the company to guide June‑quarter revenue up roughly 10% YoY,...
Starbucks Is Winning Customers Back After Investing $500 Million in Workers and Stores
Starbucks reported a 7.1% rise in U.S. comparable sales for the quarter, far exceeding analysts’ 4.5% forecast, while total revenue grew 9% to $9.5 billion. The boost follows a $500 million investment in additional staffing, higher wages, expanded benefits and store upgrades...
Is Dow Inc. (DOW) One of the Best Performing S&P 500 Stocks So Far in 2026
Dow Inc. reported Q1 2026 results showing a 6% year‑on‑year decline in net sales to $9.8 billion, driven by lower local prices and volume. The company posted a GAAP net loss of $445 million and an operating loss per share of $0.14, with...
Crane Co. Beats Q1 Forecast, Raises Full-Year EPS Guidance to $6.85
Crane Co. reported adjusted earnings of $1.65 per share for Q1 2026, a 15% rise, and revenue up 24.9% to $696.4 million. The industrial conglomerate lifted its full‑year EPS guidance to $6.65‑$6.85, citing robust core sales and acquisition contributions.
Galaxy Digital Posts $216 M GAAP Loss as Crypto Market Slumps
Galaxy Digital Inc. posted a $216 million GAAP loss for the first quarter of 2026, driven by a roughly 20% drop in crypto market values. The firm trimmed operating costs, repurchased $65 million of stock and signaled a $90 million adjusted EBITDA outlook...
Airbus Q1 Operating Profit Plunges 52% to €300 M ($352 M) as Jet Deliveries Slow
Airbus announced a 52% decline in first‑quarter operating profit to €300 million ($352 million), driven by a slowdown in commercial jet deliveries and a Pratt & Whitney engine shortage. The earnings miss and weaker guidance have dented investor sentiment across the Euro‑stocks...
Market Misreads Risk, Tail Lies in 4pm AMC Tape
Today is the most asymmetric single trading day of Q2. In nine hours, four mega-caps representing $10.5 trillion of market cap report (GOOGL, MSFT, META, AMZN — all AMC), Jerome Powell delivers his final FOMC presser as Chair, and the...
OpenAI Misses Growth Targets, Triggers Broad AI‑Equity Sell‑Off
A Wall Street Journal report revealed OpenAI fell short of its internal user‑growth and revenue targets, sparking a market sell‑off that knocked more than 4% off Oracle, 3.3% off Nvidia and as much as 11% off SoftBank shares. The fallout...
Shopify Shares Plunge 30% as Investors Question Software and Consumer Outlook
Shopify's shares slid roughly 30% in a single day as investors grew uneasy about the broader software sector and a slowdown in consumer spending. The drop comes despite the e‑commerce platform reporting a 31% revenue jump to $3.67 billion and record...
Beat-and-Raise, Bull Notes Energize Starbucks Stock
Starbucks reported fiscal Q2 earnings and revenue that beat expectations, lifting the stock about 8% to $105.10. The company also raised its full‑year outlook, prompting at least 12 analysts to increase price targets, with Deutsche Bank moving its target to...
Google, Alphabet to Meta: 4 Tech Mega-Caps Among ~270 US Companies Set to Post March Quarter Results Today
Four of the Magnificent 7—Alphabet, Microsoft, Amazon and Meta—are slated to release March‑quarter earnings, representing over $1.1 trillion in market value. Their results will test whether the recent rally can endure amid heightened AI spending and a pending Federal Reserve decision. Analysts...
Broker’s Call: Maruti Suzuki (Buy)
Maruti Suzuki reported a solid Q4 with revenue up 28% YoY and volume rising 12% YoY, while average selling prices grew 4% QoQ. EBITDAM slipped to 11.7% due to a 70‑basis‑point margin contraction, and PAT missed forecasts after a one‑off...
Visa Should Win Big on FIFA World Cup Windfall, Wolfe Research Says
Visa is poised to capture a sizable revenue boost from the 2026 FIFA World Cup, prompting Wolfe Research to lift its price target to $395, a 28% upside from the current price. The payments giant posted better‑than‑expected fiscal Q2 results,...
Broker’s Call: IndiGo (Buy)
Ambit Capital maintains a Buy rating on IndiGo (Interglobe Aviation) with a 1‑year DCF target of about $64, up from the current market price of $52. The airline sits on roughly $6.2 bn in cash, supporting a shift toward a 40%...
Top NIFTY50 Stocks Plunge Over 25% From ATH
🚨 Popular NIFTY50 Stocks down from ATH 🚨 Tata Motors (Passenger Vehicles) -52.9% Tata Consultancy Services (TCS) -34.0% Infosys -33.2% HCL Technologies -32.4% ITC -32.1% Trent -31.4% HDFC Life Insurance Company -28.3% InterGlobe Aviation (IndiGo) -27.4% Tech Mahindra -26.7%
Google Beats EPS, Shares Surge 4.3% Post‑Earnings
Google earnings generates the biggest of the four top market cap players afterhours ticker reactions. EPS beats $5.11 vs $2.64 expected. Rallied as much as 4.3% after hours to a fresh record high https://t.co/IIOuID3VTN
Cosco’s Profit Drops by Half as Lower Freight Rates Bite
Cosco Shipping Holdings reported a 50% plunge in first‑quarter profit, with net income falling to 5.9 bn yuan ($863 m) from 11.7 bn yuan a year earlier. Revenue slipped 11% to 51.8 bn yuan (about $7.6 bn), driven by weaker transpacific freight rates. Average container...
Microsoft Q3 Shows Broad Revenue Decline, Xbox Hardware Plunges
Microsoft's Q3 2026 (fiscal) earnings: • 💻 Windows OEM + devices revenue down 2% • 👾 Gaming rev down 7% • 🕹️ Xbox content + services rev down 5% • 🎮 Xbox hardware rev down 33%
Google Cloud Revenue Jumps 63%, Backlog Nearly Doubles
$GOOG 👀 "Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion."
T‑Mobile Q1 2026 Earnings Show 15% Postpaid Revenue Rise and Record Broadband Adds
T‑Mobile posted a 15% year‑over‑year increase in postpaid service revenue and added 217,000 postpaid accounts and over 500,000 broadband customers in Q1 2026. The carrier lifted full‑year guidance on net additions and EBITDA while returning $6 billion to shareholders, highlighting its...
Nasdaq 100 Climbs as only 29% Stocks Rise—28‑year Rarity
The Nasdaq 100 $QQQ closed up more than 0.5%. Fewer than 29% of stocks on the Nasdaq advanced today. This has not happened in at least 28 years. https://t.co/L36DesYWH4
Nasdaq 100 VIX Differential Highlights Upcoming Mag7 Overlaps
Here's the Nasdaq 100 with the VIX 1-day to 1-month differential and the previous core Mag7 release dates (GOOG, AMZN, MSFT, META overlaps) https://t.co/wNheUeMpHj
Booking Holdings Posts Record $3.6 B Share Buyback as Q1 Room Nights Rise 6%
Booking Holdings announced Q1 2026 results showing 338 million room nights booked, a 6% year‑over‑year increase, and a record $3.6 billion share repurchase. Revenue rose 16% to $5.5 billion, while adjusted EPS climbed 14% to $1.14 after a 25‑for‑1 stock split.
Alphabet Posts Fastest Revenue Growth Since 2022
Google reports after the bell today -> In Alphabet’s first-quarter earnings report, analysts are projecting the highest rate of revenue growth since 2022 *Earnings per share: $2.63 *Revenue: $107.2 billion *YouTube advertising: $9.99 billion estimated https://t.co/qyqSNWDHWF
Non‑US Earnings Outpace US, Rising 25% vs 23%
While it’s tempting to lay it all on the AI story, earnings are booming even faster outside the US. The year-over-year change in forward estimates is 25% for the MSCI ACWI ex-US index, vs 23% for the MSCI US index....
Niccol Effect Has Starbucks Stock Barreling Toward Fresh Highs
Starbucks (SBUX) posted its strongest quarter in years, with FY 2026 Q2 revenue climbing 9% to $9.53 billion and adjusted earnings per share hitting $0.50, far above expectations. The surge reflects the “Niccol Effect,” a digital‑first strategy pioneered by CEO Brian Niccol...
Invesco Logs $21.8 Billion Net Long‑Term Inflows in Q1 2026, Extending 11‑Quarter Streak
Invesco (IVZ) posted $21.8 billion of net long‑term inflows in the first quarter of 2026, the eleventh consecutive quarter of positive net inflows and a 4% annualized organic growth rate. The surge lifted ETF and index assets under management to a...