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.
Intel's Stock Soars 24% Friday, Its Biggest One-Day Gain Since 1987
Intel’s shares surged 24% on Friday, closing at $82.57, the biggest one‑day gain since October 1987. The rally follows a turnaround after a 60% value loss in 2024 and a new CEO who tightened the balance sheet. First‑quarter revenue rose 7.2% to $13.58 billion, driven by AI‑fuelled data‑center demand. Analysts upgraded the stock to buy, citing accelerating CPU sales and the upcoming 14A chip technology.
Vanguard Says Magnificent 7 Are Not a Single Market Trade, Citing $2.2 T Revenue Split
Vanguard’s April 7 analysis argues the so‑called Magnificent 7 stocks—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla—do not move as a single market trade. The firms together posted $2.2 trillion in 2025 revenue across disparate segments, prompting investors to rethink concentration risk and...
Principal Financial Group Q1 2026 Earnings Spotlight Real‑Estate AUM Surge and New Fund Launches
Principal Financial Group posted a 13% rise in adjusted non‑GAAP EPS for Q1 2026, returned $374 million to shareholders and reported an 11% jump in private‑markets assets under management, driven by strong investor appetite for real‑estate, infrastructure and private‑credit opportunities.
Avis Budget Group Shares Tumble 53% as Short‑squeeze Implodes
Avis Budget Group Inc. saw its shares plunge 53% over two days after a rapid short‑squeeze reversal erased most of a 600% rally. The drop, the steepest two‑day fall for the car‑rental giant, was fueled by earnings‑date speculation and a...
SK Hynix Posts $25 B Q1 Operating Profit, Five‑Fold Rise on AI‑Fueled Memory Demand
South Korean memory‑chip leader SK Hynix announced a first‑quarter operating profit of $25 billion, up five times from a year earlier, as AI‑related demand for DRAM and NAND surged. The results highlight the CFO’s role in steering capital allocation, cost control,...
Charter Communications Shares Plunge 21% After Q1 Revenue Miss, Full Call Transcript Released
Charter Communications' stock fell 21.16% to $190.62 after the company reported a 1.0% revenue decline to $13.59 billion in Q1 2026. The earnings‑call transcript revealed net income of $1.16 billion, subscriber losses in internet and video, and an $800 million synergy target for...
ASX 200 Builds Technical Base as Geopolitical Tensions Hit Commodities
The ASX 200 closed slightly lower on Friday but held above the 8,735 Renko base, signaling a technical floor amid a 17.9% plunge in IGO and a 5.7% drop in Fortescue. Geopolitical pressure on oil and a looming CPI report...
Amazon Hits Record High, Now $3T Market Cap
Amazon, with almost a $3 Trillion market-cap, representing 23.5% of the Consumer Discretionary Index and 4.5% of the Nasdaq100 just closed at its highest levels in history $AMZN https://t.co/aTqfKeHi5O
Goldman Correctly Holds 7,600 Year‑End S&P Target
It appears Goldman was right not to reduce its 7600 YE SPX price target https://t.co/rCZSmegO7w
Berkshire Attracts Interest as It Slips Further Behind the S&P 500
Berkshire Hathaway’s A and B shares slipped about 1% this week, leaving the stock down roughly 13% from its peak a year ago while the S&P 500 rose 26% over the same period. Analysts note the decline creates an 8% discount...
Norfolk Southern Q1 2026: COO Orr Flags Cost Discipline as Revenue Holds Steady
Norfolk Southern reported first‑quarter 2026 results with revenue flat at $3.0 billion, an operating ratio of 70.7% (adjusted 68.7%) and diluted EPS of $2.43. COO John Orr stressed disciplined cost control, noting $30 million in quarterly savings despite a $31 million fuel cost...
Nikkei Hits Record 59,716 as Tech Earnings Outshine Middle East Tensions
Japan's Nikkei 225 closed at a record 59,716.18, up 0.97% on the day and 2.1% for the week, as strong earnings from AI‑related tech firms offset lingering geopolitical concerns in the Middle East. The rally underscores renewed investor confidence in...
Reliance Industries Becomes First Indian Firm to Cross $10 Billion Annual Profit
Reliance Industries Limited posted a record Rs 95,610 crore net profit in FY 26, roughly $10.15 billion, becoming the first Indian company to breach the $10 billion profit mark. Full‑year revenue rose 9.8% to Rs 11.76 trillion (about $142 billion) and EBITDA hit Rs 2.08 trillion, a 13.4% increase. While...
Analysts Forecast Capex Trends Ahead of Earnings
Preparing for earnings next week. Analyst expectations (mostly what the companies are saying) for capex https://t.co/zuLMi1j3YK
Intuit Has Fallen Too Far (Rating Upgrade)
Intuit received a soft “buy” upgrade as its stock fell roughly 30%, creating a compelling entry point. Both its Global Business Solutions and Consumer divisions posted double‑digit revenue growth, led by QuickBooks and Credit Karma. AI‑driven features and deeper integration...
DA Davidson Analyst Resets AMD Stock Price Target for 2026
DA Davidson analyst Gil Luria upgraded AMD to Buy, raising the price target to $375 from $220—a 70% increase—based on a 32× calendar‑year‑2027 EPS multiple. He also lifted the 2026 revenue estimate by $2 billion and gross profit by $1.5 billion, outpacing...
Dow Jones Futures: Apple, Amazon, Google Lead Earnings Wave For AI-Led Stock Market
Apple, Amazon and Google posted earnings that underscored the market’s shift toward artificial‑intelligence spending, keeping the Dow near flat while the Nasdaq surged 1.6%. Nvidia rallied 4.3% on heightened chip demand, and the broader AI narrative lifted several tech names....
Honeywell Beats EPS Forecast, Revenue Miss Highlights Profitability Challenge
Honeywell International reported first‑quarter 2026 earnings of $2.45 per share, beating the consensus $2.32 estimate by 5.6%. Revenue slipped to $9.14 billion, missing the $9.30 billion outlook by 1.73%, and the stock fell 0.55% after the release.
Johnson & Johnson Beats Q1 2026 Earnings, Raises Full-Year Outlook
Johnson & Johnson reported first‑quarter 2026 revenue of $24.1 billion and adjusted earnings per share of $2.70, exceeding analyst expectations. The health‑care mega‑cap also lifted its full‑year sales forecast to $100.8 billion, driven by strong performance of Darzalex, Tremfya and early uptake...
Reliance GDR Price Dips After Reliance Q4 Results 2026. Should You Buy Reliance Shares on Monday?
Reliance Industries posted mixed Q4 FY2026 results, with consolidated revenue up 12.9% YoY to $34.3 bn but EBITDA flat and net profit down 8% to $2.2 bn. Jio Platforms drove growth, posting 12.7% higher revenue and a 17.9% EBITDA jump, while the...
SiriusXM Said to Be in Early Talks to Acquire iHeartMedia
Satellite radio provider SiriusXM has entered early‑stage talks to acquire broadcast giant iHeartMedia, potentially forming the largest audio company in the United States. The discussions follow a history of shared ownership through the former Liberty SiriusXM Group, which once held...
BlackRock’s Spring 2026 Investment Directions Calls for AI‑Heavy, Large‑Cap Equity Tilt
BlackRock released its Spring 2026 Investment Directions, recommending a stronger bias toward AI‑focused large‑cap equities, emerging‑market stocks and a diversified basket of alternatives. The commentary comes as oil supply shocks and Middle‑East tensions keep volatility high, prompting the firm to...
UnitedHealth Group Beats EPS Forecast, Shares Rise 2.2% on Strong Q1 Results
UnitedHealth Group reported first‑quarter earnings of $7.23 per share, beating the $6.76 consensus and delivering $111.65 billion in revenue, above expectations. The results lifted the stock 2.2% and underscored the health insurer’s defensive positioning amid a volatile market.
Roche Q1 Sales Slip 5% to $18.7B as Swiss Franc Gains Offset Drug Gains
Swiss pharma giant Roche posted first‑quarter sales of 14.7 bn Swiss francs ($18.7 bn), a 5% decline driven by adverse foreign‑exchange effects that wiped out underlying growth in its flagship drugs. The company confirmed full‑year targets, while its shares rose about 2%...
Lockheed Martin Reaffirms FY26 Outlook as Shares Jump 4.6%
Lockheed Martin Corp. (LMT) reaffirmed its full‑year 2026 earnings and sales guidance, prompting a 4.6% rise in its shares during pre‑market trading. The company kept FY2025 earnings forecasts at $29.35‑$30.25 per share on $77.5‑$80.0 billion in net sales, offering a rare...
Copper Rally Doubles Teck Resources Q1 Earnings to $819 M Amid Fuel Cost Risks
Teck Resources reported first‑quarter earnings of $819 million, more than twice the prior year, driven by a 38% year‑over‑year rise in copper prices to $5.83 a pound. The miner warned that soaring diesel costs in Chile, linked to Middle‑East tensions, could...
Tokyo and Seoul Stocks Reach Record Peaks as Manila Jeepney Drivers Strike Over Fuel Costs
Tokyo and Seoul stock exchanges surged to record levels this week, driven by AI‑related earnings and higher oil prices, while Manila’s jeepney drivers launched a strike last month over soaring fuel costs. Economists warn the divergent trends could deepen stagflation...
Mag7 Near Record Highs, Yet Up Only 2% YTD
#Mag7 are trading near record highs again, but the group is barely up 2% YTD. A powerful rebound w/surprisingly little to show for it. https://t.co/CMbEVQZEpC
Signify N.V. Q1 Profit Plummets 91% as B2B Lighting Demand Slows
Signify N.V. posted first‑quarter profit of €6 million ($6.5 million), a 91% drop from €67 million a year ago, while revenue slipped 12% to €1.274 billion ($1.39 billion). The decline reflects slower adoption of its lighting solutions among commercial customers, prompting a reassessment of its...
Elon Musk Vs. Sam Altman, Mag 7 Earnings, Fed Meeting: What to Watch
The week of April 27 will be dominated by a courtroom showdown between Elon Musk and Sam Altman over OpenAI’s $134 billion shift from nonprofit to for‑profit, alongside Q1 earnings from the Magnificent Seven tech giants. Alphabet is chasing roughly 50% cloud growth, Microsoft...
Chip Stocks Surge While Market Sectors Falter
Friday, April 24, 2026 — Daily Market Review. The S&P 500 and Nasdaq closed at brand-new all-time highs. Intel had its best day since 1987 (+23.6%). AMD crossed $500B in market cap. Nvidia reclaimed $5T. And yet, eight of the eleven S&P...
S&P Earnings Surge 25% with Quarter Still Early
A lot going on this week but most importantly is that EPS growth is 25% with 27% of the $SPX having reported. So far really good in the face of many unknowns. Have a good weekend. Enjoy Lenny Kravitz -...
This TSX Stock Rebounds From 'Excessive' Negative Sentiment as Analyst Prices in 22% Upside
Rogers Communications (Rogers) stock rebounded to $49.26 CAD after TD Cowen raised its price target to $60 CAD (≈$44 USD) and upgraded to buy, citing undervalued sports‑asset stakes and debt‑reduction progress. Desjardins also lifted its target to $59 CAD, noting lower capital spending. Enbridge shares...
Shorter EPS Windows Reveal Stronger S&P Earnings Growth
While everybody knows that S&P EPS estimates are moving higher, shorter-dated windows of estimates (removing stale numbers) show even stronger numbers in the past 60, 30, and 20 days. Wall Street is always looking at the 90-day window for an...
InvestingLive Americas FX News Wrap 24 Apr:Risk-On Mood Lifts Stocks to Records/USD Lower
U.S. equities surged on a risk‑on wave sparked by renewed diplomatic talks between the United States and Iran, pushing the Nasdaq up 1.63% and the S&P 500 up 0.80% to fresh all‑time highs. Mega‑cap tech stocks such as Nvidia, Alphabet...
Lip‑Bu Tan Leads Intel to 4× Market‑Cap Surge
how Lip-Bu Tan rolling up to Intel’s Friday Happy Hour after INTC market cap has spiked 4x to $414B since he became CEO in March 2025 https://t.co/2QA1OSzLVI
Warren Buffett Quietly Sold 75% of His Biggest Holding. This Is Where the Money Went.
Warren Buffett’s Berkshire Hathaway sold about 75% of its Apple stake, cutting the holding to a $61.6 billion position that remains the conglomerate’s largest asset. The reduction lowers Apple’s share of Berkshire’s portfolio from nearly half to a more balanced level....
Dow Dips 80, Nasdaq Rallies 398, S&P 500 Adds 57
U.S. equities posted mixed moves on Friday as the S&P 500 climbed 0.8% to a fresh record of 7,165.08, while the Dow Jones slipped 0.2% to 49,230.71. The Nasdaq surged 1.6% to a new high of 24,836.60, propelled by a...
Rio Tinto Posts Record Q1 2026 Pilbara Iron Ore Volumes, up 13% YoY
Rio Tinto reported a 13% year‑on‑year increase in Pilbara iron‑ore production for Q1 2026, reaching its second‑highest first‑quarter total since 2018. Cyclone activity shaved roughly 8 million tonnes from shipments, yet the company’s shares traded near all‑time highs on the NYSE.
Hitachi Construction Machinery Posts 10% Profit Drop as Revenue Climbs 2.5% to $9.4 Bn
Hitachi Construction Machinery Co., Ltd. announced full‑year earnings of ¥73.193 bn ($487 m), a 10% decline from the prior year, even as revenue grew 2.5% to ¥1.405 tn ($9.4 bn). The results highlight a slowdown in construction‑equipment demand that is pressuring margins across Japan’s...
IBM Q1 Revenue Grows 9% to $15.9B as Software Growth Slows, Shares Drop 6.5%
IBM posted first‑quarter revenue of $15.92 billion, a 9% rise that lagged the 12.2% growth of the prior period, prompting a 6.5% after‑hours slide in its stock. The slowdown, driven by softer software sales, has heightened investor worries about AI‑driven competition.
Boeing Q1 2026 Revenue Jumps 14% to $22.2B, Core Loss Narrows to $0.20 per Share
Boeing announced Q1 2026 consolidated revenue of $22.2 billion, a 14% year‑over‑year rise, while core loss per share narrowed to $0.20. Management highlighted higher commercial deliveries, a $6.9 billion debt paydown and a stronger cash position.
Netflix Q1 2026 Beats Guidance but Stock Seen Overvalued at $80 Target
Netflix released its Q1 2026 earnings on April 16, reporting sales and margins that topped guidance and confirming its 2024 outlook. Morningstar analysts, however, deem the shares moderately overvalued, assigning a fair‑value estimate of $80, a 25× P/E and a...
US Stocks Slip as Middle East Tensions Keep Markets on Edge
Wall Street futures turned negative on Tuesday as heightened Middle East tensions dampened investor confidence. The Dow Jones Industrial Average slipped 0.52% to 49,235 and the S&P 500 fell 0.29% to 7,117.40, reflecting broader market unease despite resilient corporate earnings.
Telia Q1 Net Income Jumps 226% on Growing B2B Enterprise Deals
Swedish telecom Telia reported first‑quarter net income of 1.66 bn Swedish krona ($150 m), up from 510 m SEK a year earlier, as its B2B segment added sizable enterprise contracts. The company reaffirmed its full‑year service‑revenue outlook, signaling confidence in its corporate‑customer strategy.
S&P 500 Hits Record, Gains 12.5% Over Four Weeks
S&P 500 record high.. up 4 weeks in a row.. +12.5% in that stretch @stockcharts https://t.co/LwE87EC6mR
SPY Poised for Continued Upside After Strong Close
$SPY Working on a strong weekly close above this local consolidation... Barring any weekend shenanigans looks set to keep running https://t.co/GsESoXQPha
Nvidia’s Stock Heads for First Record Close in 6 Months — Thanks to Intel
Nvidia’s shares surged 4.3% to close above $208, marking the chipmaker’s first record high since October 2025. The rally was sparked by Intel’s stronger‑than‑expected Q1 earnings, which lifted Intel stock 23.6% to $82.57 and reinforced confidence in the broader semiconductor...
Most S&P 500 Firms Beat EPS and Revenue, Grow 15%
84% of S&P 500 companies have reported a positive EPS surprise, and 81% of S&P 500 companies have reported a positive revenue surprise. @factset The blended (year-over-year) earnings growth rate for the S&P 500 is 15.1% https://t.co/Nsrr48cr7k
Earnings Next Week: Big Tech Takes Center Stage
Earnings season has outperformed expectations, with roughly 80%‑85% of S&P 500 firms beating forecasts and profit growth tracking 13%‑16% year‑over‑year. The outperformance is concentrated in technology and AI‑related firms, while energy benefits from high oil prices. Next week’s calendar is...