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.
US Stocks Make Big Gains as War Worries Fade. What's Leading and Why
U.S. equities surged as war‑related concerns faded, lifting the S&P 500 1.1% today. Airline stocks led the rally, with American Airlines jumping 7.9% on falling oil prices and merger speculation. Technology shares added strength, highlighted by Amazon’s 4.9% rise after a chip‑sales report and Micron’s 6.7% surge amid memory‑chip volatility. Financials and other Mag‑7 names posted gains, while oil majors slipped, indicating expectations of lower energy prices.
Netflix Stock Rises Ahead Of Video Streamer's First-Quarter Report
Netflix stock rose over 3% ahead of its first‑quarter earnings release, with analysts forecasting $12.18 billion in revenue and 84 cents earnings per share – a 15% and 27% year‑over‑year increase respectively. KeyBanc upgraded its rating and lifted the price target to...
Gucci Owner Kering Logs Lower Sales, But Flags Improving Trends
Kering, the parent of luxury powerhouse Gucci, posted first‑quarter sales of €3.57 billion ($4.20 billion), a 6% decline from a year earlier on a reported basis but flat on a comparable‑store and exchange‑rate basis. Gucci alone generated €1.35 billion (approximately $1.5 billion) in the...
Jamie Dimon Warns Private‑credit Risks, Backs Regulatory Rollbacks in JPMorgan Letter
JPMorgan Chase CEO Jamie Dimon used his 2026 annual shareholder letter to flag growing risks in the private‑credit market and to argue for rolling back recent bank‑regulation reforms. The remarks, dissected on a Motley Fool Money podcast, are already influencing...
BlackRock Posts $6.7 B Q1 Revenue, $130 B Net Inflows, Lifts Large‑Cap Sentiment
BlackRock announced first‑quarter 2026 revenue of $6.7 billion, a 27% year‑over‑year rise, driven by $130 billion of net inflows and strong fee growth. The results, highlighted by a 31% jump in operating income and EPS of $12.53, signal continued client consolidation around...
Pool Corp Posts $1.4B Q3 Sales, 3% Decline, EPS $3.27 as Discretionary Pool Demand Weakens
Pool Corp (NYSE: POOL) posted third‑quarter 2024 results showing $1.4 billion in sales, a 3% decline versus a year ago, and diluted EPS of $3.27, down 7%. The company kept its full‑year EPS guidance, highlighted margin stability, and warned that weak...
J&J’s Cardiovascular Unit Stands Out Again in Q1
Johnson & Johnson’s medtech division is accelerating a strategic shift toward high‑growth cardiovascular and surgical‑robotics markets, backed by roughly $30 billion in recent acquisitions. In Q1 2026 the cardiovascular unit posted 13% growth, generating $2.38 billion, while Abiomed and Shockwave revenues rose...
Bank Earnings: JPMorgan, Wells Fargo Post Profit Beats
JPMorgan, Wells Fargo and Citigroup all posted first‑quarter earnings that beat Wall Street forecasts, driven by a surge in trading revenue and robust loan growth. JPMorgan recorded a record $11.6 bn in markets revenue, while Wells Fargo’s loan book topped $1 tn despite missing...
Western Digital (WDC) Q1 2026 Earnings Transcript
Western Digital posted Q1 FY2026 revenue of $2.8 billion, a 27% year‑over‑year rise, propelled by strong cloud and hyperscale hard‑drive demand. Gross margin expanded to 43.9% non‑GAAP, and exabyte shipments climbed 23% to 204 EB, highlighted by 2.2 million ePMR drives. Management accelerated...
Becton Dickinson (BDX) Q4 2024 Earnings Transcript
Becton, Dickinson (BD) reported a 7.4% revenue increase in Q4 2024, with organic growth of 6.2% and an adjusted operating margin that rose 120 basis points to 26.6%. Adjusted diluted EPS jumped 11.4% to $3.81, while free cash flow surged...
Stocks Rise and Oil Prices Ease as Hopes Climb for Another Round of US-Iran Talks
U.S. equities nudged closer to record highs on Tuesday as the S&P 500 rose 0.4%, leaving the index just 1% shy of its all‑time peak. Brent crude slipped 2.1% to $97.31 a barrel, buoyed by renewed optimism that Washington and...
BlackRock Posts 27% Revenue Jump, AUM Dips to $13.9T
Blackrock crushed earnings once again. Q1 revenue was up 27% but total assets under management fell slightly, $13.9 trillion now. 🇺🇸🇺🇸 $BLK
Earnings Preview: Did Netflix Get the Last Laugh on Warner Bros.?
Netflix walked away from the Warner Bros. Discovery deal, pocketing a $2.8 billion break‑up fee and then raised U.S. subscription prices in March. The streamer is using the cash to fund new content, a kids‑games app, and to double‑down on its...
Nvidia Denies Acquisition Talks as Dell, HP Shares Jump on Speculation
Nvidia Corp. publicly denied a SemiAccurate report that it was negotiating to buy a major PC maker. The denial came after Dell Technologies and HP shares surged on the rumor, highlighting the market’s sensitivity to any hint of a mega‑deal...
Elmwood Boosts Stake in Goldman Sachs S&P 500 Premium Income ETF to $6.34 M
Elmwood Wealth Management filed a 13F on April 9, 2026 showing it bought 48,851 shares of the Goldman Sachs S&P 500 Premium Income ETF, lifting the position to $6.34 million. The move brings the ETF to 1.75% of Elmwood’s reportable assets, underscoring growing institutional...
Blackstone Upgraded to Outperform as Shares Rise on Valuation Reset
Oppenheimer upgraded Blackstone Inc. (BX) to Outperform from Perform, noting that a recent sell‑off has created a more attractive valuation. The rating change lifted Blackstone’s stock 1.5% in early Monday trading, underscoring renewed confidence in the firm’s operating performance and...
LVMH Q1 Revenue Falls 5% to $20.6B Amid Middle East Conflict
LVMH Moët Hennessy Louis Vuitton posted first‑quarter 2026 revenue of €19.121 billion ($20.6 billion), a 5.9% decline from the same period last year, after the Middle East conflict curbed demand for its high‑end fashion and leather goods. The dip underscores the vulnerability...
PSU Banks vs Private Banks: What Should Investors Pick This Earnings Season
Public sector banks (PSUs) have outperformed private lenders, with the Nifty PSU Bank index gaining 41% over the past year versus a 5% rise for private banks. Analysts note that PSU valuations are now around 1.3 times forward book value,...
Morning Reads
Nvidia denied a report that it was negotiating to buy a PC maker, sending Dell and HP shares down more than 2% after earlier rallying. United Airlines CEO discussed a possible merger with American Airlines, lifting both stocks in pre‑market...
Here Are Tuesday's Biggest Analyst Calls: Apple, Tesla, Amazon, GM, Crocs, Viking, Alphabet, Ford & More
Wall Street analysts issued a wave of upgrades, initiations and downgrades on Tuesday, spanning technology, automotive, consumer and healthcare stocks. Citi launched coverage of quantum‑computer firm Infleqtion with a Buy rating and a $20 target, while UBS upgraded Ford to...
JPMorgan Earnings, Oracle's $300 Million Windfall, New Delta Suites and More in Morning Squawk
JPMorgan Chase posted a 13% rise in net income and a 10% jump in revenue for Q1, beating analysts’ forecasts, while Citigroup delivered its strongest revenue in a decade. Oracle exercised a warrant that could net more than $300 million from...
Banks Beat, SPY Soars, Tech Breakouts Fuel Market Rally
More Bank earnings as $JPM joins Goldman with the beat and initial dip, while yesterdays software recovery looks to go for another rip. As the $SPY shrugs off all the Iran losses and reaches for the sky, the next stop...
DJIA/Russell 2000 Ratio Hits Lowest Since July 2024
Something of a contrast to the 'concentration' perspective, the ratio of the DJIA to the Russell 2000 has actually extended its drop to its lowest point since July 2024. This shift suggests there is a diversification in risk appetite - but...
General Motors Is Trading at Attractive Levels After Pullback, Deutsche Bank Says
Deutsche Bank upgraded General Motors to a buy, lifting its price target to $90 from $83 and implying a 17.1% upside from the latest close. The move follows a 2% pullback in GM shares since the Iran war began, which...
Nasdaq 100 Posts First 10-Day Streak Since 2021
The Nasdaq 100 is tearing higher... Still a little distance from its record high close - much less intraday high - but 10 consecutive days advance (first since Nov 2021) and a 12% 10-day rally. Impressive. $NDQ https://t.co/A6kmB0p8TC
One‑day Rally Won’t Erase Q1 Market Pain
S&P 500 up 1% on Apr 14. But let's zoom out: Q1 2026: Dow -3.58% | S&P -4.63% | Nasdaq -7.11% One session doesn't erase a brutal quarter. $SPY rebounded from a 7.5-month low — but the damage done to sentiment and...
LVMH Sales Sink on Disappointing Beauty Performance Offset by Sephora
LVMH reported a 6% drop in first‑quarter 2026 revenue to €19.1 bn (about $21 bn), though organic sales rose 1%. The group’s Perfume & Cosmetics division fell 6% on a reported basis, while its Selective Retailing arm, led by Sephora, posted 4%...
Nasdaq 100 Posts 11.75% 10‑Day Surge
10 day rolling returns for the Nasdaq 100 (+11.75%). That's one of the best streaks over the past 5 years. V-shaped happiness rally right into earnings season. $QQQ $NDX https://t.co/njBENziqXC
United Outperforms American Since Kirby’s 2016 Departure
.@Lebeaucarnews airs chart of United vs American share price since Kirby left American in 2016 https://t.co/o5YykPHbch
Analyst Report: Goldman Sachs Group Inc/The
Goldman Sachs reported a continued surge in capital markets revenue, reinforcing its position as a leading investment bank. The firm’s 2022 restructuring into Asset & Wealth Management, Global Banking & Markets, and Platform Solutions is now delivering higher profitability across...
NASDAQ 100 Eyes 10-Day Winning Streak, Best Since 2021
The NASDAQ 100 is on track for its 10th straight day of gains, potentially the best run since 2021. https://t.co/8MuxGQ3w3C
Goldman Sachs Posts Record Q1 Profit as Equities Surge, Wealth Management Inflows Hit $62B
Goldman Sachs delivered $5.6 billion in net earnings for Q1 2026, driven by a record $5.3 billion equities segment and $62 billion of net inflows into its Asset & Wealth Management business. The surge in equities revenue helped offset a $4 billion FICC shortfall, underscoring...
Salesforce Shares Jump 4.8% After Analyst Raises Target to $280
Truist Securities analyst Terry Tillman lifted his price target for Salesforce (CRM) to $280, a 62% premium to the prior close, prompting the stock to climb 4.8% in a single session. The upgrade reflects confidence in the company's AI‑driven product...
J&J’s First-Quarter Profit Beats Estimates Even as Stelara Sales Disappoint
Johnson & Johnson reported first‑quarter revenue of $24.1 billion, up nearly 10% year‑over‑year, and adjusted earnings of $2.70 per share, both topping analyst forecasts. Growth was propelled by strong demand for the cancer therapy Darzalex and the psoriasis drug Tremfya, which...
BlackRock Scales Back Mega‑Cap Tech Exposure, Signals End to Magnificent Seven Dominance
BlackRock, the world’s largest asset manager, announced a decisive reduction in its exposure to the “Magnificent Seven” mega‑cap technology stocks. The move reflects a broader market recalibration as concentration in the top ten S&P 500 names hits a 35‑year high.
HSBC CEO Georges Elhedery Says Middle‑East War Is Eroding Global Client Confidence
HSBC chief executive Georges Elhedery told Bloomberg that the ongoing Middle‑East conflict is denting client confidence across markets. The warning came as HSBC’s London‑listed shares fell 1.1% amid broader risk‑off trading, highlighting the immediate impact on the bank’s valuation.
Seoul KOSPI Climbs Nearly 3% Toward 6,000 as Middle East Tensions Ease
South Korean equities surged on Tuesday, with the KOSPI gaining 159.13 points (2.74%) to close at 5,967.75, just shy of the 6,000 threshold. The rally was driven by optimism that renewed US‑Iran negotiations could defuse regional tensions, lifting tech and...
Oil and Global Semiconductors Lead Most Crowded Trades
"Long oil & long global semicondutors are tied for #1 most crowded trade" - BofA Global Fund Manager Survey https://t.co/y6qMael0UA
BlackRock Pulls In $130 Billion of Client Cash as Fees Boom
BlackRock reported a net inflow of $130 billion in client cash during Q1 2026, driven by a strategic shift toward higher‑fee investment products. Adjusted earnings per share rose 11% year‑over‑year to $12.53, surpassing the $11.48 consensus estimate. Revenue increased 27% to...
Wipro Q4 Preview: Inorganic Growth to Support Topline; Margins Seen Weak, Say Analysts
Wipro will report its Q4 FY26 results on April 16, with analysts forecasting a weak quarter marked by modest top‑line growth largely driven by recent acquisitions. Revenue is expected to edge up about 0.9% quarter‑on‑quarter in constant‑currency terms, while organic...
Publicis Grows 4.5% in Q1 as Arthur Sadoun Pans “Squeeze to Please Wall Street”
Publicis Groupe reported a 4.5% rise in first‑quarter revenue, outpacing many peers in the fragmented advertising market. Chief executive Arthur Sadoun described the firm’s strategy as the polar opposite of rivals WPP and Omnicom, emphasizing creativity and digital data services...
Ceasefire Not Good for Stock Market? BNP Paribas Cuts Nifty Target for 2026, but Picks 9 Stocks
BNP Paribas has reduced its 2026 Nifty target by 11% to 25,500, citing a fresh surge in crude oil prices and lingering macro risks from the Middle‑East conflict. The brokerage warns that higher energy costs could strain India’s fiscal balance, curb...
How Ivan Espinosa Got Nissan to Face Reality
Ivan Espinosa, appointed CEO of Nissan a year ago, has launched an aggressive turnaround that slashes plants, trims the model lineup and accelerates product development. Sales have fallen from a 2018 peak of 5.8 million to 3.2 million, and the share price...
Taiex Ends at Fresh High as TSMC Smashes Closing Records
Taiwan’s benchmark Taiex closed at a fresh high of 36,296 points, up 2.37%, driven by a record‑setting rally in chipmaker TSMC. TSMC surged 3.27% to NT$2,055, eclipsing its previous peak and contributed roughly 516 index points. Foreign institutional investors poured...
Microsoft (MSFT) Price Target Lowered by $103 Ahead of Q3 Report
BNP Paribas analyst Stefan Slowinski lowered Microsoft’s price target on April 10 from $659 to $556, while keeping an Outperform rating. The new target still suggests roughly a 50% upside from the current share price and comes ahead of Microsoft’s...
Barclays' Fundamentals Shine Amid Underestimated Challenges, Analyst Says
A Seeking Alpha contributor noted on April 13, 2026 that Barclays PLC boasts solid fundamentals yet faces challenges that are likely being underestimated. The piece compares Barclays to peers such as Lloyds, BNP Paribas and ING, suggesting investors weigh both strengths...
Arista Networks Jumps 3% on Analyst Upgrade and AI‑Sector Outlook
Arista Networks (ANET) closed up 3.13% on April 13, spurred by a recent upgrade to "Buy" from a leading investment firm and growing confidence in its AI‑focused networking strategy. The rally reflects broader enthusiasm for hardware players positioned to serve...
Analysts Forecast S&P Earnings Double 30‑Year Average
Wall Street analysts are projecting S&P 500 earnings growth at double the 30-year average. They're more bullish than the bulls. 🔒 Members-Only https://t.co/F5lhKKAzl8
The Procter & Gamble Company (PG) Price Target Cut by $5, ‘Overweight’ Rating Maintained
RBC Capital trimmed its price target for Procter & Gamble (PG) to $167 from $172 while maintaining an Outperform rating. The brokerage expects the March quarter to be stable but notes slow growth amid lingering Middle‑East conflict and higher commodity...
Urban One Q3 Revenue Falls 16% to $92.7 Million Amid Radio, Digital Declines
Urban One reported Q3 2025 net revenue of $92.7 million, a 16% decline from the prior year, driven by double‑digit falls in radio, digital and cable. The company swung to a modest $2.5 million operating profit and cut its full‑year EBITDA guidance,...