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.
GE Vernova Jumps 13% on Earnings Beat, Propelling U.S. Stocks to New Highs
GE Vernova Inc. surged 12.6% to $1,116 after reporting first‑quarter earnings that topped forecasts and revealing $2.4 billion in data‑center equipment orders. The rally helped the S&P 500 and Nasdaq 100 post new closing highs, underscoring the power of strong corporate results amid geopolitical headwinds.
Coinbase Stock Poised to Outpace Bitcoin as an Investment
Coinbase (COIN) is trading up 7.4% while Bitcoin (BTC) hovers around $75,800, and analysts argue the exchange’s stable‑coin earnings and Base ecosystem give it a stronger growth trajectory. With $1.35 billion in 2025 stablecoin revenue and $4.5 billion locked in its Base...
Tele2 AB Q1 Profit Surges 6.3bn SEK, Reinforces FY26 B2B Outlook
Swedish telecom operator Tele2 AB reported a first‑quarter net profit of 6.39 billion Swedish kronor (≈$575 million), up from 875 million kronor a year earlier. Revenue grew 2.5% organically to 7.25 billion kronor, and the company reiterated its fiscal‑2026 outlook, citing stronger enterprise contracts...
Keurig Dr Pepper Inc (KDP) Q1 2026 Earnings Call Transcript
Keurig Dr Pepper reported Q1 2026 net sales up 8.1%, driven by strong price realization and volume mix, while earnings per share fell 7.1% to $0.39 due to higher input costs and tariff impacts. The company completed its $20 billion acquisition...
Newmont Corporation (NEM) Q1 2026 Earnings Call Transcript
Teck Resources reported a blockbuster first‑quarter 2026, with adjusted EBITDA soaring to $2.1 billion – a 125% year‑over‑year increase – driven by record copper sales at a historic $5.83 per pound and strong by‑product contributions. Operating cash flow hit $1 billion, lifting...
Nasdaq Inc (NDAQ) Q1 2026 Earnings Call Transcript
Nasdaq reported a record $5.2 billion net revenue for 2025, up 12% year‑over‑year, with solutions revenue exceeding $4 billion, an 11% increase. Operating income rose 16% to $2.9 billion and diluted EPS grew 24% to $3.48, while annual recurring revenue reached $3.1 billion. The...
American Express Co (AXP) Q1 2026 Earnings Call Transcript
American Express reported Q1 2026 revenue of $17 billion, an 8% FX‑adjusted increase, and net income of $2.6 billion, or $3.64 per share, in line with guidance. Card member spending rose 6% (7% excluding leap‑year effects) while net card fees grew 20%...
Blackstone Inc (BX) Q1 2026 Earnings Call Transcript
CBRE Group reported an 18% revenue increase in Q1 2026, with all three services segments—Advisory, Building Operations & Experience (BOE), and Project Management—posting roughly 20% top‑line growth and near‑30% operating profit expansion. Infrastructure‑related services, especially critical infrastructure and data‑center leasing,...
Comcast’s Broadband Sub Losses Improve
Comcast reported a 65,000 decline in residential broadband subscribers in Q1 2026, a 35% reduction from the 183,000 loss a year earlier and better than the 167,000 analysts expected. The improvement marks the first year‑over‑year gain since Q4 2020, reflecting the company’s...
Tesla Just Increased Its Spending Plan to $25B — Here’s Where the Money Is Going
Tesla announced a $25 billion capital‑expenditure plan for 2026, roughly three times its recent annual spend. The budget will fund AI compute infrastructure, chip design, battery production, and the scaling of its Optimus humanoid robot and robotaxi operations. Tesla entered the...
CNBC Panel Hype Drives Tesla Buy, Price Quickly Retreats
$TSLA traded +$12 (to $404) from the close (in the after market) following its EPS release. It is now -$20 (at $384) from the peak after market print. At 5PM, on @CNBCFastMoney panelists mostly praised the company (and endorsed the stock)......
Tesla Profit Rises but Remains Below Earlier Highs
Tesla reported first‑quarter profit of $477 million, a modest 17% rise from $409 million a year earlier, yet still far below the more than $3 billion earned in Q1 2022. Revenue climbed 16% to $22.4 billion as vehicle sales rebounded, but total car deliveries appear...
The Closer – Earnings, Revisions, Data Center ABS – 4/22/26
Tesla reported after‑hours earnings that showed weaker profitability, largely attributed to costly rollouts of its Optimus humanoid robot and the upcoming Robotaxi service. Despite the dip, analysts have upgraded the company’s earnings outlook, lifting forecasts by 25.3% since the end...
IBM Beats Earnings Yet Stock Falls, Mainframe Soars
Headline says it all. “ $IBM Stock Slides Late Despite Earnings Beating Expectations” It’s silly season, it seems. Triple beat. - Software +11% - RedHat +13% - Data +19% - Z Mainframe +48% (remember Feb 23 AI was going to kill COBOL...
What’s the Consensus on $AAPL?
Apple (AAPL) enjoys a strong analyst consensus, with an average price target of $297.46 and 31 Buy ratings versus just 2 Sell ratings among 48 analysts. Citi and Morgan Stanley stand out, each assigning a higher $315 target, reflecting above‑average...
Stock Movers: Tesla, IBM, Texas Instruments (Podcast)
Tesla posted earnings above Wall Street expectations, citing rebounding global EV demand, and the stock jumped 4% after hours despite a 21% drop from its December peak. IBM reported software unit revenue of $7.05 billion, in line with forecasts, but AI‑related...
Broadcom Just Became the Sixth Company in U.S. History to Achieve This Fe...
Broadcom’s shares closed at an all‑time high on April 22, pushing its market capitalization past the $2 trillion mark. This makes the semiconductor giant the sixth U.S. company ever to breach the trillion‑plus threshold, joining Nvidia, Alphabet, Microsoft, Amazon and Apple....
Tesla (TSLA) Pulled Questionable Levers to Make Q1 2026 Financials Look Good
Tesla’s Q1 2026 earnings looked strong, with a 21.1% gross margin and 136% operating‑income growth, but the boost came largely from one‑time accounting items. The company released warranty reserves, booked estimated tariff refunds of roughly $250 million, and stretched supplier payments, inflating...
Meritage Homes Posts 3,224 Q4 2025 Orders as Affordability Squeezes Demand
Meritage Homes announced 3,224 net sales orders in Q4 2025, a 3.2‑home per month absorption rate, and a 19.3% adjusted gross margin, down from 23.3% a year earlier. The figures underscore a softening market as affordability challenges curb buyer urgency,...
Tesla Shares Rise as Margin Beats Expectations
$TSLA up 4% in part on automotive gross margin excluding credits (non-GAAP) were 19.2%, vs. 17.5% expectation.
Alaska Air CCO Andrew Harrison Drives Premium Sales Push as Q1 Revenue Climbs 5%
Alaska Air reported $3.3 billion in first‑quarter revenue, a 5% rise on 1.7% capacity growth, as Chief Commercial Officer Andrew R. Harrison detailed a sales strategy centered on premium seats and network expansion. The airline posted a GAAP loss of $193 million,...
Dow Falls 293 Points, Nasdaq Slides 144 as Iran Ceasefire Uncertainty Hits Large‑Cap Stocks
The Dow Jones Industrial Average slipped 293 points and the Nasdaq composite fell 144 points on Tuesday as a two‑week Iran ceasefire approached its expiration. The S&P 500 also lost 45 points, reflecting heightened geopolitical risk that outweighed recent large‑cap...
Equifax Q1 2026 Beats Revenue Forecast, Raises Full-Year Guidance
Equifax reported Q1 2026 revenue of $1.649 billion, 14% higher than a year ago and $37 million above guidance. The credit‑reporting firm also raised its full‑year revenue target and adjusted EPS outlook, while keeping a cautious stance amid geopolitical and inflation risks.
India’s Sensex and Nifty Drop ~500 Points as Oil Rises and US‑Iran Tensions Loom
The BSE Sensex slid 756 points (‑0.95%) to 78,516 and the NSE Nifty fell 199 points (‑0.81%) to 24,378 on Wednesday. The sell‑off was driven by a jump in crude oil prices, heavy IT‑sector weakness and foreign fund outflows amid...
Dell Evolves Into AI Powerhouse, Not Just PCs
Dell just posted $113.5B in revenue. Up 19% YoY. $64B in cumulative AI orders. $43B in unfilled AI backlog. $30B in new buybacks. 20% dividend hike. This isn't a PC company anymore. $DLLL gives you 2x daily leveraged participation: https://t.co/ZjkBdri46R @GraniteShares
Chubb's Earnings Blew Past the Street. Here's Why the Stock Is Falling
Chubb reported first‑quarter earnings that topped expectations, posting EPS of $6.82 versus the $6.60 consensus. The beat was accompanied by multiple analyst upgrades and higher price targets. Despite the strong numbers, the stock slipped as investors flagged a softening property‑insurance...
Trent Posts Rs 19,701 Crore FY26 Revenue, Profit Rises to Rs 1,968 Crore
Trent Limited, the Tata Group’s retail arm, posted FY26 revenue of ₹19,701 crore (≈ $2.4 billion) and net profit of ₹1,968 crore (≈ $237 million), marking an 18% and 24% rise respectively over FY25. Operating margin improved to 11.9% and the balance sheet strengthened with a...
Boeing Takes a Step Forward in Its Turnaround. Here's What to Watch for Next
Boeing reported a stronger‑than‑expected first‑quarter, with revenue up 14% to $22.22 billion and an adjusted loss of 20 cents per share versus the 83‑cent loss forecast. The company reaffirmed its full‑year free‑cash‑flow target of $1‑$3 billion and kept its 2026 delivery guidance for...
We're Raising Our Price Target on GE Vernova as AI Fuels Another Monster Quarter
GE Vernova posted a monster Q1, with revenue rising 16% YoY to $9.34 billion and organic orders surging 71% to $18.3 billion. Adjusted EPS came in at $2.08, well above the $1.86 estimate, while adjusted EBITDA margin reached 16.3%. The stock jumped...
L’Oréal’s Quarterly Sales up 6.7 Percent on Growth in US, Emerging Markets
L’Oréal reported first‑quarter sales of €12.2 billion ($14.3 billion), a 6.7% year‑on‑year increase. Growth was driven by premium hair care and perfume demand in North America and emerging markets, offsetting a slowdown in the Middle East. The company highlighted double‑digit growth in...
Q1 2026 Earnings Conference Call Recaps: Boeing (BA)
Boeing reported a 14% revenue increase to $22.2 billion in Q1 2026, narrowing its losses as deliveries rose across commercial and defense lines. The 737 production line held steady at 42 aircraft per month, with plans to accelerate output once the 737‑7/10...
Major ETFs Face Tesla Earnings Test Amid AI Pivot
Tesla is set to report Q1 earnings after market close, with analysts forecasting adjusted EPS of $0.37 on $22.7 billion revenue. Morningstar’s new $400 fair‑value model pivots from traditional auto sales to robotaxis and humanoid robots, highlighting a $20 billion AI infrastructure...
China's Consumer Rebound Hinges on Three E‑commerce Giants
China's consumer rebound isn't a headline. It's a tape. Alibaba, JD, Pinduoduo: the three names that make or break the story. @KraneShares lays it out. https://t.co/87UdsGYIfb
Sandvik AB Q1 Profit Rises to SEK3.88bn ($426m), Beating Forecasts
Sandvik AB reported first‑quarter earnings of SEK3.877 billion ($426 million), up from SEK3.736 billion a year earlier, and revenue of SEK30.685 billion ($3.38 billion), a 4.7% increase. The results topped market expectations and reinforced confidence in the Euro‑zone industrial sector.
BlackRock Posts $698 B Net Inflows in 2025, CFO Small Flags Fee Growth and Capital Returns
BlackRock announced $698 billion of net inflows for 2025, the highest in company history, while organic base fee growth hit 9% for the year and 12% in Q4. CFO Martin Small highlighted the firm’s expanding fee base, dividend increase and private‑markets...
Bank OZK Q1 Profit Falls 5% and Misses Earnings Estimate
Bank OZK reported a first‑quarter profit of $159.3 million, a 5.1% decline from a year earlier and below analysts' $1.46 per‑share earnings forecast. The Arkansas‑based regional bank raised its quarterly dividend to 47 cents per share, marking the 63rd consecutive increase.
Boeing’s BCA: Margin Still Red, But Turning
Boeing Commercial Airplanes (BCA) reported a Q1 operating margin of –6.1%, a modest improvement from the –6.6% recorded a year earlier and better than the –7.5% to –8% range the CFO cited in March. The company now projects the margin...
Rogers Shares Soar Following Q1 Earnings Release
Rogers Communications reported first‑quarter 2026 results that lifted its stock more than 11% on the Toronto Stock Exchange. Media revenues surged, posting an 8% year‑over‑year increase, while the wireless and cable divisions recorded flat sales. The earnings beat analysts' expectations,...
Salesforce Stock and Spend Both Rise: Are the SaaSpocalypse Bears Wrong?
Salesforce’s shares jumped 7.6% over the past five trading days as the company reported a 3% rise in median customer spend on its platform during the last quarter. The boost follows the TrailblazerDX conference, where Salesforce unveiled the Headless 360...
Dow’s Price‑weighted Index Inflates Tiny Avis over FedEx
Fun and stupid fact .. Because Dow uses price-weighted indexes... AVIS is now around 20% of the entire transport index .... Double the weight of FedEx, even though FedEx is 3X larger market cap and was 10X larger than Avis...
These 3 Defense Giants Beat Q1 Estimates—So Why Did Their Stocks Still Fall?
GE Aerospace, Northrop Grumman and RTX all posted Q1 2026 earnings that beat analyst forecasts, driven by robust defense contracts and record backlogs. GE Aerospace reported $11.61 billion in revenue and $1.86 EPS, while Northrop Grumman posted $9.88 billion revenue and $6.14 EPS, and RTX...
Analyzing Tesla Earnings and Tech AI Trends on CNBC
Look forward to discussing Tesla earnings focus and broader tech/AI views into 1Q earnings on @CNBCClosingBell at 3:10 pm with @LesliePicker @CNBC 🏆📺🔥🐂
Danaher’s Growth Remains Anemic Despite Secular Tailwinds
Looking at Danaher’s numbers every quarter is a stark reminder just how anemic the growth has proved to be for a company that enjoys some supposedly secular tailwinds $DHR https://t.co/cI5akoQpj4
Finally, Boeing’s Recovery Is Production-Based
Boeing posted Q1 2026 revenue of $22.2 billion, a 14% year‑over‑year rise that beat Wall Street forecasts, while narrowing its net loss to $7 million. Free cash flow improved to a $1.45 billion deficit, far better than the $2.6 billion shortfall analysts expected. Commercial...
Boeing CEO Says 'All Systems Are Go' To Increase 737 Production as Company Narrows Loss
Boeing announced it will increase 737 Max production to 47 aircraft per month, up from 42, as part of a broader effort to improve profitability. The company reported a first‑quarter loss of $7 million, far better than analysts’ expectations, and revenue of...
TUI Raises Q2 EBIT Forecast Amid Iran Conflict, Shares Slip 2% on Berlin Exchange
TUI AG announced a revised Q2 underlying EBIT range of €20‑€25 million, up from the prior year, and widened its FY‑2026 EBIT outlook to €1.1‑€1.4 billion as the Iran‑related war drags on. The travel group’s stock fell 1.94% to €7.06 on the...
Chubb Beats Q1 Forecasts as Catastrophe Losses Plunge 70%
Chubb Limited reported first‑quarter net income of $2.32 billion, topping Wall Street expectations, while pre‑tax catastrophe losses fell 70% to $500 million. The results underscore a rare low‑loss environment but also reveal pricing softness in property and financial lines.
Lufthansa Cuts 20,000 Flights as Jet Fuel Prices Double Amid Iran Conflict
Lufthansa announced the cancellation of 20,000 flights until October, aiming to save 40,000 tons of jet fuel after jet fuel prices doubled following the Iran war. The move trims the airline’s short‑haul network and trims summer capacity by about one...
Capital One Posts $2.2B Q1 Net Income as CFO Young Flags NIM Dip and Credit Loss Surge
Capital One reported GAAP net income of $2.2 billion and adjusted earnings of $4.42 per share for Q1 2026. CFO Andrew M. Young highlighted a 39‑basis‑point drop in net interest margin to 7.87% and a $4.1 billion provision for credit losses, underscoring the...
Starbucks Shares Slip Ahead of Q2 2026 Earnings as Same‑Store Sales Sluggish
Starbucks Corp. shares dropped 1.62% to $97.35 on Tuesday as the coffee chain approaches its fiscal Q2 2026 earnings release on April 28. Analysts project revenue of $9.1‑$9.3 billion and EPS of $0.59‑$0.65, but warn that same‑store sales remain under pressure...