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.
Ameriprise Posts 12% EPS Rise to $9.92, Hits $1.7 T Asset Milestone
Ameriprise Financial posted a 12% jump in adjusted operating EPS to $9.92 for Q3 2025, underpinned by an 8% rise in total assets to a record $1.7 trillion. The results highlight accelerating advisory revenue, higher advisor productivity and a robust capital‑return program that together sharpen the firm’s competitive edge in wealth management.
UBS Lifts Tesla to Neutral, Sets $352 Price Target, Stock Jumps 2% Premarket
UBS analyst Joseph Spak upgraded Tesla (NASDAQ:TSLA) from Sell to Neutral on April 14, raising the price target to $352. The move lifted the shares about 2% in pre‑market trading, as the bank argued the stock now balances near‑term headwinds...
T‑Mobile Posts Record $17 B Free Cash Flow, 903K Postpaid Additions in Q4 2024
T‑Mobile announced Q4 2024 results on Jan. 29, delivering a record $17 billion of free cash flow and 903,000 postpaid phone net additions, the highest in the industry. The carrier also added 428,000 5G broadband customers and raised its 2025 service‑revenue...
MAGS ETF Slides as Magnificent Seven Stocks Dip, Raising Concentration Concerns
The Roundhill Magnificent Seven ETF (MAGS) has underperformed the S&P 500 by up to 12% this year while all seven mega‑cap stocks fell in early trading. The equal‑weight structure now forces investors to rebalance into lagging Tesla, prompting fresh scrutiny of...
BlackRock Q1 Profit Surges on Active ETF Gains, $130 B Inflows
BlackRock reported a first‑quarter net profit of $2.21 billion and attracted $130 billion of client cash, largely from its active‑ETF platform and a spike in performance fees. The results highlight the firm’s fee‑centric growth model, a key reference point for hedge‑fund investors...
Wall Street’s War Windfall
Wall Street’s market‑making desks thrived in Q1 as volatility spurred record trading activity. Morgan Stanley posted $5.15 billion in equities sales and trading revenue, a 25% year‑over‑year jump that beat the $4.80 billion consensus. Citi led the sector with a 39% surge...
Verizon Posts 1.5% Revenue Rise in Q3 2025, Highlights Broadband Gains and Frontier Deal
Verizon announced third‑quarter 2025 results with consolidated revenue of $33.8 billion, a 1.5% increase year‑over‑year. The carrier added 306,000 broadband subscribers, pushed Fios internet net adds to 61,000, and confirmed its pending Frontier acquisition while reaffirming full‑year guidance.
Albertsons Posts $480.8M Q4 Loss, Dragging Consumer‑Discretionary Stocks
Albertsons Companies posted a fourth‑quarter net loss of $480.8 million, or $0.94 per share, driven by a $599.8 million opioid‑settlement charge. The surprise loss pulled down consumer‑discretionary equities amid a broader market rally.
Analyst Says Shopify Set to Outpace Amazon in Investor Returns
A recent Fool.com analysis compares Amazon and Shopify, concluding that Shopify’s rapid revenue growth and the expanding direct‑to‑consumer market could generate richer returns for investors than Amazon’s massive but slower‑growing platform.
Bank of America Beats Estimates, ROTCE Hits 16%
$BAC: strong results with beats in EPS/TR. NII +9%, NIM +8bps, IB +18%, WM +11%. Provisions for credit losses fell 9% and loans grew 9% -- consistent with H.8 data. ROTCE 16% - a nice 150...
Morgan Stanley Delivers Record Q1 Beats Across
$MS: Best in class 1Q with beats across the board. TR +16% y/y driven by Trading +26%, IB +35%, GWM +16%, NII +14%. Cap Mkts beat peers by 9%. ROTCE 27.1% - wow.
BofA Says Did Pretty Swell Last Quarter
Bank of America posted a banner first‑quarter, with equities revenue surging 30% YoY to a record $2.83 billion, comfortably beating the $2.51 billion consensus. Investment‑banking fees rose 21% to $1.84 billion, while net interest income reached $15.75 billion, outpacing expectations. Overall trading revenue hit...
Airline Mega-Merger Story Is All About Trump
United Airlines CEO Scott Kirby told President Trump he was open to a merger with American Airlines, highlighting a new strategy of taking antitrust pitches directly to the White House. The proposal comes as the Justice Department’s antitrust leadership has...
Kering Reports Lacklustre Q1 Revenues in First Quarter without Beauty
Kering reported first‑quarter 2026 revenue of €3.5 bn (about $3.8 bn), a 6 % decline year‑on‑year, marking the first earnings release after selling its beauty division to L’Oréal for €4 bn ($4.4 bn). Wholesale sales rose 6 % on a comparable basis, led by strong eyewear...
EXEC: Nike and Apple CEOs Snatch Up Nike Stock Following Sell-Off
Nike’s shares jumped 3% to $44.20 after CEO Elliott Hill and Apple CEO Tim Cook each bought roughly 24,000 Class B shares at about $42.40 per share. The purchases follow a sharp sell‑off triggered by Nike’s fiscal Q3 results, which warned...
Citigroup Q1 2026 Beats Estimates, Wealth Management Rises 14%
Citigroup reported $5.8 billion net income and $3.06 earnings per share for Q1 2026, driven by double‑digit growth across core businesses. The wealth management unit posted 11% revenue growth, a fourth‑quarter streak of client‑mandate expansion and a 14% increase in assets...
J&J Targets $100B Revenue, Replimune Rebuffed Again and a “Revolution” In Pancreatic Cancer
Johnson & Johnson reported $24.1 billion in first‑quarter sales and set an ambitious $100 billion revenue target for 2026, underscoring its aggressive growth strategy amid a wave of biotech M&A. Replimune’s advanced melanoma therapy RP1 was denied again, with the FDA insisting...
Apollo Global Management Posts Record Q3 2025 Earnings, AUM Hits $908B
Apollo Global Management announced a record $652 million fee‑related earnings (FRE) for Q3 2025, a 23% year‑over‑year rise, while adjusted net income climbed 17% to $1.4 billion. The firm’s assets under management grew 24% to $908 billion, driven by strong inflows and expanding origination...
Wells Fargo Q1 2026 EPS Jumps 15% as CFO Highlights Cost Discipline
Wells Fargo posted a 15% year‑over‑year increase in diluted earnings per share for Q1 2026, driven by 6% revenue growth and strong loan expansion. CFO Michael Santomassimo highlighted disciplined spending, headcount reductions and a favorable Basel III impact on risk‑weighted...
US‑Iran Talks Spark US Equity Rally and Pull Brent Below $99
U.S. and Iranian negotiators signaled a possible cease‑fire extension, sending S&P 500 futures up 0.2% and Nasdaq 100 futures up 0.4% while Brent crude slipped below $99 a barrel. The rally marks the S&P's longest 10‑day winning streak since 2021,...
ASML Lifts 2026 Forecast as AI Data‑center Boom Fuels Demand, US Delays Reshape Market
ASML raised its 2026 revenue outlook to €36‑40 billion, citing surging AI chip demand, while U.S. data‑center bottlenecks have delayed half of new projects, sharpening the competitive edge of firms like IREN, Cipher Digital and CoreWeave. The twin trends underscore a...
Nifty Rebounds 8% in April After March Rout, but Stays Below Pre-War Levels. What Does It Signal?
India's benchmark Nifty index rebounded roughly 8% in the first half of April after a near‑10% slide in March, yet it remains below the sub‑25,000 pre‑war threshold. The rally was uneven, driven largely by short covering and selective buying, while...
Gucci Remains a Concern for Luxury Group Kering
Kering reported a 6% drop in first‑quarter 2026 revenue to €3.57 billion (about $3.86 bn). Its flagship label Gucci fell 14% to €1.3 billion (roughly $1.40 bn), an 8% decline on a constant‑currency basis. While the fashion and leather‑goods segment slipped 9%, other houses...
Assetmark Inc. Boosts Stock Position in The Walt Disney Company $DIS
Assetmark Inc. increased its Disney stake by 14.9% in Q4, now holding 318,385 shares valued at roughly $36.2 million. The entertainment giant reported Q4 earnings of $1.63 per share, beating estimates, with revenue of $25.98 billion, up 5.2% year‑over‑year. Analysts maintain a...
Wall Street Near All-Time Highs, Optimistic on War
In this 13‑minute Schwab Market Update, host Keith Lansford reviews the latest market drivers, noting that major indexes opened near all‑time highs on optimism about potential Middle‑East peace talks and a drop in oil prices to around $92 per barrel....
JPMorgan Profits Rise as CEOJamie Dimon Warns of Complex Risks Ahead:
JPMorgan Chase reported a 13% year‑over‑year rise in first‑quarter net income, driven by a rebound in investment‑banking fees, strong trading revenues, and steady consumer‑banking performance. CEO Jamie Dimon highlighted the bank’s resilience but warned that escalating geopolitical tensions, inflationary pressures...
JPMorgan Beats Q1 Estimates, Posts Record Trading Revenue and 13% Profit Rise
JPMorgan Chase reported first‑quarter 2026 net income of $16.5 billion, a 13% increase year‑over‑year, driven by record trading revenue and a 28% jump in investment‑banking fees. The results beat Wall Street forecasts, sent the shares to near‑all‑time highs and underscored the...
U.S. Stocks Rise on Earnings Beats as Futures Split Over Iran Talks
The S&P 500 gained 1.1% and the Nasdaq jumped almost 2% on Tuesday as major banks posted profit beats and President Trump signaled openness to further Iran talks. Futures, however, moved in opposite directions, reflecting lingering doubts about a quick...
Permabears Wrong: S&P Hits Record Amid Ongoing Uncertainty
After permabears said world was coming to an end a few weeks ago… S&P 500 now right at all-time record high. Nasdaq up 10 straight days… +14%. Remember, permabears panic over *everything*. They want to feel smart by calling next crash. Problem is… Nobody. Knows....
GLP J‑REIT Posts 1% Earnings Decline in H1 2026 Amid Logistics Market Strain
GLP J‑REIT announced that net income fell to ¥14.896 bn ($96 m) in the first half of 2026, a slight dip from ¥15.045 bn a year earlier, as revenue slipped to ¥28.821 bn ($186 m). The Japanese REIT warned that H2 earnings are expected to...
Is ConocoPhillips (COP) a Buy as Wall Street Analysts Look Optimistic?
ConocoPhillips (COP) carries an average brokerage recommendation (ABR) of 1.75, placing it between a Strong Buy and a Buy. Of the 30 analysts surveyed, 56.7% rate the stock as Strong Buy and another 13.3% as Buy. Zacks’ quantitative model assigns COP a...
BlackRock Nets $130 Billion in Q1, ETFs Drive Record Inflows
BlackRock pulled in a net $130 billion of client cash in the first quarter, with exchange‑traded funds delivering $132 billion of that total. The inflow helped lift revenue 27% year‑over‑year and boosted adjusted earnings per share to $12.53, the strongest quarterly start...
Cramer Says Nasdaq’s 10‑Day Rally Shows Market Is Betting on Companies, Not Geopolitics
Jim Cramer told CNBC that the Nasdaq’s ten‑day winning streak, the longest since December 2023, signals investors are focusing on company earnings rather than the Iran‑related geopolitical turmoil. He warned against treating the market as a proxy for war outcomes...
Vietnam's VN-Index Climbs 0.6% as Vingroup Shares Lead Rally
The VN-Index jumped 10.69 points to 1,769.65 (+0.61%) on April 14, propelled by Vingroup’s flagship stocks, with VIC up 2.31%. The rally lifted broader market sentiment, though trading volume stayed modest.
Mondelez Beats Kraft Heinz with Snack‑Centric Growth
Kraft Heinz & Mondelez split in 2012, but their paths have totally diverged. The analysis favors Mondelez for its global snacking focus, strong growth, and clean balance sheet. A tale of two strategies. Investing
S&P Near Record as Nasdaq Racks 10‑Day Streak
📊 April 14 Market Close: S&P 500 surged to 6,945 — just 55 points from its all-time high. The Nasdaq posted its 10th straight gain, the longest winning streak since 2021. Three catalysts drove today's rally: a massive PPI inflation...
Nvidia Stock Is on a 10-Day Winning Streak and up 18% over that Stretch
Nvidia’s shares have climbed more than 18% over the past ten days, marking its longest winning streak since 2023. CEO Jensen Huang disclosed that the company holds roughly $1 trillion of GPU orders through 2027, underscoring robust AI demand. The rally coincided...
Wall Street Rallies on Peace Hopes, Earnings, Inflation Data
JUST IN: Major Wall Street indexes climbed, pushing the S&P 500 near its record high, as investors eyed a potential Middle East peace deal and reviewed recent bank earnings and US inflation data.
S&P 500 Inches Within 0.2% of Record High
This is how far off of a record high the $SPX's close is today....less than 0.2%. You can smell that YOLO in the air again... https://t.co/46zbHTLg3m
JP Morgan Calls ‘Buy the Dip’ as S&P 500 Slides 5% Amid Geopolitical Shock
JP Morgan issued a tactical “buy the dip” recommendation on April 13 after the S&P 500 fell 5.2% following a U.S.-Israel‑Iran conflict shock. The bank’s equity strategy team, led by Mislav Matejka, points to oversold technical indicators and robust corporate buybacks as...
Berkshire Hathaway Boosts Stakes in NYT, Chevron, Chubb and Domino’s
Berkshire Hathaway disclosed new purchases of 5.07 million New York Times shares worth $352 million and added to its holdings in Chevron, Chubb and Domino’s, underscoring Warren Buffett’s confidence in diverse businesses as markets hover near historic highs.
Oracle Declares $0.50 Dividend as Analysts Weigh Heavy Capex and $553B Backlog
Oracle (ORCL) will pay a $0.50 dividend per share on April 24, keeping its annual yield at 1.45% despite a 29% slide in the stock this year. Analysts cite the company’s massive $553 billion backlog and aggressive capital spending as both...
Goldman Sachs Posts $17.55 EPS Beat as Equity Trading Surges, Fixed‑Income Drag Hits Shares
Goldman Sachs posted first‑quarter earnings per share of $17.55, beating the $16.49 consensus, driven by record equity‑trading revenue and robust investment‑banking fees. A 10% decline in its fixed‑income, currencies and commodities division and a near‑4% share drop underscored lingering market...
Hang Seng Index Gains 0.37% as Tech Shares Edge Higher
The Hang Seng index rose 95 points to 25,756 in early afternoon trading, a 0.37% gain, while the tech sub‑index added three points. Alibaba shares climbed nearly 1%, and half‑day turnover topped HK$121.4 billion, reflecting modest but broad‑based buying in Hong...
Seagate Technology to Report Fiscal Third Quarter 2026 Financial Results on April 28, 2026
Seagate Technology announced it will release its fiscal third‑quarter 2026 results after the market close on Tuesday, April 28, 2026. A conference call for investors and analysts is scheduled for 2:00 PM PT (5:00 PM ET) the same day. The live webcast...
Claude Agent Buys Microsoft and Broadcom as Iran Ceasefire Sparks Market Panic
An autonomous AI trader built on Anthropic's Claude model allocated 10% of its fund to Broadcom and 8% to Microsoft, betting on >20% returns as the Iran ceasefire drove a market sell‑off. At the same time, U.S. Vice President JD...
What Johnson & Johnson Earnings Signal for Healthcare ETFs
Johnson & Johnson reported first‑quarter revenue of $24.1 billion, topping the $23.6 billion consensus, and earnings per share of $2.70 versus $2.66 expected. The beat was driven by robust performance in its MedTech division and strong oncology drugs such as Darzalex, offsetting...
Nvidia’s Decade Return Dwarfs All, Outpaces Inflation
Last 10 Years NVIDIA $NVDA: +21,630% Bitcoin $BTC: +17,401% $AMD: +9,278% Tesla $TSLA: +2,071% Apple $AAPL: +919% Netflix $NFLX: +863% Google $GOOGL: +763% Microsoft $MSFT: +707% Amazon $AMZN: +704% Meta $META: +501% S&P 500 $SPY: +293% Gold $GLD: +280% US Inflation (CPI): +39%
Trade Bank Earnings Beats or Misses With FAS and FAZ
Q1 earnings from Goldman Sachs, JPMorgan Chase, Wells Fargo and Citigroup beat or met expectations, highlighting resilient net interest income and a rebound in investment‑banking activity. The strong results have turned the financial sector from a survival stance to a growth...
Why Amazon Stock Just Popped
Amazon announced a $11.6 billion acquisition of Globalstar, paying $90 per share – a 23% premium – to secure the satellite‑communications firm. The deal adds roughly two dozen satellites, expanding the Amazon Leo constellation by about 10% and delivering instant direct‑to‑consumer capability...