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.
Ericsson Doubles Down on AI and Growth with Strong Cash Flow in Q1 2026
Ericsson reported a solid Q1 2026, posting 6% organic sales growth to SEK 49.3 bn ($5.4 bn) driven by its Networks division. The company showcased AI‑native radios and a 1 Tbps 5G core on Google Cloud that can serve one million concurrent users. Adjusted EBITA reached SEK 5.6 bn ($0.62 bn) with an 11.3% margin, while free cash flow rose to SEK 5.9 bn ($650 m). Ericsson also announced a SEK 15 bn ($1.65 bn) share‑buyback program.
BP Price Target Lowered by $2 at TD Cowen
TD Cowen lowered BP plc’s 12‑month price target from $46 to $44 on April 16, keeping a Hold rating after the oil major posted unusually strong oil‑trading results in Q1. The firm expects the trading gains to partially offset flat upstream...
Sanctions Bleed Segezha Dry — Timber Giant’s Losses Quadruple to $1.1B
Russia’s Segezha Group, the country’s largest forest producer, posted a net loss of 88 billion rubles (≈ $1.1 billion) in 2025, four times its 2024 deficit. Revenue slipped 12% to about 89 billion rubles (≈ $1 billion) as weaker sales volumes, a stronger ruble and rising...
Taiwan Semi’s (TSM) Impressive Quarter Sets The Tone For 2026
Taiwan Semiconductor Manufacturing Co. (TSM) reported a stellar first‑quarter 2026, posting NT$1.13 trillion (≈$36.3 billion) in revenue, a 35.1% year‑over‑year increase. March alone saw NT$415.19 billion (≈$13.3 billion), up 45.2% YoY and 30.7% sequentially, underscoring robust demand for AI‑related chips. Wall Street analysts...
HDFC Bank Share Price Falls After Q4 Results: Should You Buy, Sell or Hold?
India’s largest private lender HDFC Bank posted a modest Q4 FY26 earnings beat, with net profit rising 9.1% to ₹19,221 crore (≈$2.3 bn) and net interest income up 3.8% to ₹33,282 crore (≈$4.0 bn). Deposit growth accelerated 14.4% YoY, narrowing the credit‑deposit...
Record Highs, Record Earnings, and a Strait That May or May Not Be Open
U.S. equity markets surged to new highs, with the S&P 500 closing above 7,100 and the Nasdaq posting an 11‑day winning streak, its longest since 1992. Major banks delivered record earnings: JPMorgan posted $5.94 EPS on $50.5 billion revenue, Goldman Sachs...
2 Stocks That Could Be Worth More Than Apple by 2028
Apple’s $4 trillion market cap still dwarfs most peers, but AI‑driven chip makers are closing the gap. Broadcom and Taiwan Semiconductor Manufacturing (TSMC) each sit near $1.9 trillion and are posting revenue and earnings growth far above Apple’s. Analysts project Broadcom’s EPS...
Autoliv Q1 2026 Revenue Up 6.8% to $2.75B, China & India Drive Growth
Autoliv (NYSE:ALV) posted first‑quarter 2026 revenue of $2.75 billion, a 6.8% year‑over‑year increase, and non‑GAAP earnings of $2.05 per share, beating consensus by 11.4%. The growth was anchored by strong sales in China and India, even as the company faced margin...
S&P 500 Surpasses 7,000 as Iran Cease‑Fire Sparks $28 B Inflow and TINA Revival
Wall Street pushed the S&P 500 above the 7,000 mark after an Iran cease‑fire, prompting a $28 billion net inflow into U.S. equities and a resurgence of “There Is No Alternative” (TINA) positioning. The rally, driven by easing geopolitical risk and...
BlackRock Posts Strong Profit Growth and $130 Billion Inflows, Yet Shares Lag Rivals
BlackRock announced a sharp rise in quarterly profit and $130 billion of net inflows, largely from its exchange‑traded fund business. Despite the cash boost, the company's shares fell behind rivals such as State Street, underscoring lingering market concerns.
J.P. Morgan Holds Blackstone at $142 Target Amid Valuation Concerns
J.P. Morgan analyst Ken Worthington maintained a Hold rating on Blackstone Group, setting a $142 price target. The rating reflects concerns over the firm's valuation relative to its recent earnings growth, even as quarterly revenue rose to $4.36 billion.
Capital One to Unveil Q1 2026 Earnings on Tuesday, Investors Eye Growth and Margin Trends
Capital One Financial announced that it will release its first‑quarter 2026 earnings on Tuesday. The market will compare the upcoming results to a Q4 that posted $3.86 EPS and $15.62 billion in revenue, while also weighing recent analyst downgrades and a...
Warner Bros. Shareholders: You’re Being Lied To (Vote Is Thursday)
The episode breaks down the looming shareholder vote on Warner Bros. Discovery’s $111 billion merger with Paramount, highlighting a last‑minute 14‑page proxy correction that reveals undisclosed conflicts of interest involving the deal’s advisory banks. Host Dre explains how a shareholder lawsuit...
PepsiCo and Lowe's Crowned Top Dividend Kings for 2026 Passive Income
PepsiCo and Lowe's, each with over five decades of uninterrupted dividend hikes, are highlighted as the best high‑yield, defensive stocks for 2026. Their attractive yields, strong cash generation and resilient business models position them as core income generators amid market...
DAX Stalls Near 24,100 as German Business Uncertainty Hits 78.6%
The DAX closed almost unchanged around 24,100 points, trapped between resistance at 24,266 and support near 23,790, as the Ifo Institute recorded a record‑high 78.6% of German companies unable to assess their outlook. The twin pressures of a sideways market...
Alphabet's $302B Revenue Boost Fueled by YouTube Growth and AI Investments
Alphabet's latest deep‑dive highlighted YouTube's expanding scale, double‑digit search growth in 2025, and a 20% surge in its subscription platform, contributing to $302 billion in revenue last year. Analysts say the mix of stable cash flow and AI‑driven bets positions the...
Wall Street Zen Cuts Apollo Global Management to Sell Amid Funding Concerns
Wall Street Zen lowered Apollo Global Management (NYSE:APO) from Hold to Sell, citing rising fundraising challenges and a slowdown in deal flow. The downgrade comes as Apollo posted $9.86 billion in quarterly revenue and a $0.51 dividend, while other analysts remain...
Mega‑Cap Earnings Beat Expectations but Dimming Guidance Dampens Market Optimism
First‑quarter earnings from the world’s largest companies posted solid growth, pushing indices to fresh highs. However, analysts warn that weaker forward guidance could curb further upside, a risk highlighted by Greenwood Capital’s CIO Walter Todd.
FDJ United Shares Jump 1.5% to €26.75 After Q1 2026 Sales and Revenue Release
FDJ United posted its Q1 2026 sales and revenue figures on April 17, prompting the stock to rise 1.52% to €26.75 ($29.20). The modest gain reflects investor optimism about the French lottery operator’s resilience amid broader consumer‑spending trends.
Hapag‑Lloyd Posts 15.2% Q4 2025 Revenue Decline, Raising Concerns for Ecommerce Logistics
Hapag‑Lloyd announced a 15.2% year‑over‑year revenue decline for the fourth quarter of 2025. The drop underscores mounting freight‑capacity constraints and rising operating costs that ripple through ecommerce fulfillment networks. Analysts say the result could tighten delivery timelines for online retailers...
The S&P 500 Blowed Past 7,000 in an Epic Comeback Rally. Here’s Why It Ca...
The S&P 500 surged past the 7,000 mark, setting a fresh all‑time high after three weeks of steady gains. The rally was sparked by news that the United States and Iran are cooperating to de‑escalate tensions in the Middle East,...
Infosys Q4 Results Preview: Set for Soft Quarter; FY27 Growth Outlook Seen at 2–5%
Infosys is slated to post Q4FY26 revenue of ₹46.7‑47.0 billion (≈$5.6‑$5.7 bn), a flat‑to‑slight decline sequentially but 4.8% YoY growth in constant currency. Profit after tax is projected at ₹7.6‑7.8 billion (≈$0.92‑$0.95 bn), showing modest YoY gains. The company will offer FY27 guidance of...
🎬 Netflix ($NFLX) Deep Dive
Netflix posted a strong quarter, with revenue surpassing forecasts, solid subscriber growth, record engagement levels, and clear pricing power. Despite the upbeat results, the stock slumped nearly 10% in one session. The sell‑off reflects investor worries about future subscriber momentum...
Early Bull Run: Only 30% of Market Upswing Completed
From 1989 through 2000, the market (ie $SPY) made 327 new highs. From 2013 through 2022, the market (ie $SPY) made 347 new highs. From 2024 through 2026, the market (ie $SPY) has made 103 new highs. Its possible we're only 30% of...
Lululemon's Valuation Halves as Growth Slows and New UK Store Opens
Lululemon Athletica's market value has fallen roughly 50% over the past five years, with shares now trading at a 12‑times earnings multiple. The brand is simultaneously preparing a large‑format store in Manchester's Trafford Centre, taking over the former Stradivarius unit....
SanDisk Joins Nasdaq-100 as Stock Surges 2,700% on Enterprise Storage Demand
SanDisk will become a Nasdaq-100 component on April 20 after its shares jumped more than 2,700% in the past year, propelled by soaring demand for flash storage in AI‑driven data centers. Analysts are split between concerns of overvaluation and a...
Commerzbank Shares Slip in May Amid UniCredit Takeover Bid and Q1 Results Pressure
Commerzbank's shares closed at €36.06 on Friday, pressured by UniCredit's proposed share‑swap offer of €33.70 per share and the looming first‑quarter earnings release. The German bank's cost‑cutting moves and a €500 million Pfandbrief placement add to the market narrative as investors...
Defensive Large‑Cap Stocks Outshine Growth as Sector Rotation Accelerates in Q1
A wave of sector rotation sparked by the reopening of the Strait of Hormuz and a stark Goldman Sachs warning on tech valuations propelled defensive large‑cap stocks ahead in Q1, while growth‑oriented names lagged. The shift lifted the S&P 500...
Berkshire Hathaway Restarts Share Buybacks Under New CEO Greg Abel
Greg Abel, three months into his tenure as CEO of Berkshire Hathaway, has revived the company's share buyback program, a move Warren Buffett never made. The restart accompanies aggressive insurance bets, including a $1.8 billion stake in Tokio Marine and participation in...
Alphabet Podcast Highlights Google Cloud’s Revenue Surge and New SaaS Push
In a recent Motley Fool Money deep‑dive, hosts Travis Hoium, Lou Whiteman and Rachel Warren spotlighted Alphabet’s accelerating Google Cloud revenue and its rollout of new SaaS products. The discussion frames the cloud segment as a key growth engine alongside...
NASDAQ 100's Top 10 Stocks Surge Over 45% in 2026
Here are the top 10 best performing stocks in the NASDAQ 100 so far in 2026 🥇 Western Digital $WDC +116%🟢 🥈 Seagate $STX +99%🟢 🥉 Intel $INTC +86%🟢 Marvell $MRVL +64%🟢 Monolithic Power $MPWR +62%🟢 Micron $MU +59%🟢 Lam Research $LRCX +56%🟢 Applied Materials $AMAT +54%🟢 ARM Holdings...
Google's SpaceX, Anthropic Stakes Fuel 126% Stock Surge
Fact: Google owns 7% of SpaceX and 14% of Anthropic — In last one year, Google stock has been up 126.48% up and in last 5 days Google stock has been up 7.5%. https://t.co/AwFexWK4co
Stock Market Records, Iran Updates, and Tesla Earnings: What to Watch This Week
U.S. equities surged to fresh all‑time highs last week, with the S&P 500 up 4.5% and the Nasdaq gaining 6.8% despite lingering uncertainty over Iran‑U.S. talks. The market’s optimism is underpinned by strong risk appetite and a rotating focus toward cyclical...
Industrial Valuations Lag Record Behind S&P 500
S&P 500 sector valuations.. record gap between Industrials and the SPX Index, I hear https://t.co/k2tLMv610Z
Russell 2000 EPS Growth Outpaces S&P 500
18% S&P 500 EPS growth seen this year... just 11% for the S&P 500 EW. But 44% for the Russell 2000. GS https://t.co/ZYTwDJ60Km
The Nasdaq's Historic Rally Doesn't Mean the Risk Is Gone
The Nasdaq‑100 tracker QQQ logged its longest streak of higher closes as the S&P 500 hit a fresh all‑time high, propelled by optimism around cease‑fire talks in the Middle East. Analyst Marc Chaikin warns that the underlying geopolitical risk remains and...
Top 10 US Firms Hit Record Earnings Share
The 10 largest US companies haven't contributed this much to total earnings in the modern era GS https://t.co/KBJshEbLTw
Intel's Valuation over Doubles Dot‑com Peak
"Intel... now trades for more than 130 times its projected earnings for this year, far above the peak multiple of 60 times that the stock briefly touched during the dot-com bubble." https://t.co/yO388d0820 https://t.co/2HjelEQb7W
Durable Cash Flow, Manageable Leverage, and Income Worth Owning
Altria Group reported $12.6 billion of consolidated EBITDA and $25.7 billion of debt, hitting its self‑imposed 2.0× leverage target at the end of 2025. Free cash flow reached roughly $8 billion, comfortably covering the $7 billion dividend payout. Despite a 10% decline in cigarette...
Tech Rebounds as Median S&P Lags Record Highs
This measure shows that the median S&P 500 stock is far below its 52wk high, while the Index is at a record. Practically, it points to major sector rotation in the last 3 weeks, with tech stocks coming storming back.. while...
S&P Global Cuts Nike Forecast as Profitability Pressure Mounts
S&P Global downgraded Nike to a negative outlook on April 17, cutting its price target to $48 as the company warned fiscal Q4 sales will decline 2%‑4% YoY. The downgrade follows a flat Q3 revenue of $11.3 billion, a 35% EPS...
ASML Lifts Full‑year Revenue Outlook on Surging AI‑related Equipment Demand
ASML announced a raised full‑year revenue outlook, now forecasting €36‑40 bn for 2026, driven by accelerating demand for AI‑related lithography equipment. Q1 revenue climbed 13% YoY to €8.8 bn, with EUV sales representing two‑thirds of total revenue.
Solar ETFs Outshine Global Clean‑Energy Funds as S&P 500 and Nasdaq‑100 Slip
ESG and clean‑energy ETFs posted a split performance on April 16, 2026: solar‑focused funds rose as much as 1.8% while global clean‑energy ETFs slipped up to 1.0%. The divergence came as the S&P 500 fell 0.3% and the Nasdaq‑100 dropped...
Chicago Capital LLC Makes New $1.32 Million Investment in Fiserv, Inc. $FISV
Chicago Capital LLC bought 19,585 shares of Fiserv, Inc., investing roughly $1.32 million in the fourth quarter. Other institutions also expanded positions: Capital World Investors increased its stake by 35% to $3.32 billion, Barclays more than doubled its holding to $455 million, and...
Broadcom Inc. $AVGO Is Sumitomo Mitsui Trust Group Inc.’s 6th Largest Position
Sumitomo Mitsui Trust Group trimmed its Broadcom position by 4.3% in Q4, selling 522,604 shares and now holding 11,584,281 shares worth roughly $4.0 billion, making the chipmaker its sixth‑largest holding at 2.4% of the portfolio. Other institutional investors, including Providence First...
Mcap of 8 of Top-10 Most Valued Firms Surges by Rs 1.87 Lakh Cr; Airtel Biggest Winner
Eight of India’s ten most valuable companies added roughly Rs 1.87 lakh crore (~$22.6 bn) in market capitalisation during a holiday‑shortened week, with Bharti Airtel leading the rally. Airtel’s valuation jumped Rs 58,831.52 crore (about $7.1 bn) to Rs 11,25,125.21 crore, while Reliance Industries stayed the top‑valued...
Can Sensex, Nifty Extend Gains on Monday? Oil Prices, 5 Factors to Guide Dalal Street This Week
Indian equities are set to open higher on Monday as the Nifty and Sensex aim to extend a second straight session of gains following a 250‑point surge in GIFT Nifty. Market optimism is fueled by easing geopolitical tensions in the...
Apple Among 15 Companies To Announce Dividend Increases In The Second Half Of April
Apple is poised to announce its 14th straight annual dividend increase in late April, with analysts forecasting a mid‑single‑digit rise of roughly 4.8% to 7.7%. The boost would lift the forward dividend yield to about 0.40%‑0.41%, reflecting the company’s focus...
Q1 Market Clean‑Out Triggers Cash Shift, Bitcoin Surge
Weekly S&P500 ChartStorm https://t.co/cB4vU03Hi5 This week: technical check, the Q1 clean-out (hedge funds, retail, tech investors, speculators, global equity technicals), cash allocations, Bitcoin & Software... https://t.co/5jJyJuqB0M
A $176 Billion Reality Check for Europe’s Luxury Brands as Middle East Tensions Hit Shoppers
Europe’s ten listed luxury groups have erased roughly $176 bn of market value since January, as the Middle East war curtails affluent travel. The hit is most acute for LVMH, which alone lost close to $100 bn, while Kering and Hermès also...