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.
Uber Q1 2026 Beats Estimates as Mobility Bookings Jump 25% and Shares Surge 8%
Uber Technologies reported first‑quarter 2026 revenue of more than $13 billion, a 14% year‑over‑year increase, and gross bookings of $53.7 billion, up 25% (21% constant‑currency). The results beat analysts’ forecasts, lifted the share price about 8%, and highlighted rapid growth in mobility, delivery and autonomous‑vehicle partnerships.
ServiceNow CEO Dismisses ‘SaaSpocalypse’ as Stock Tumbles 39% and AI Fuels $30B Revenue Goal
ServiceNow’s chief executive Bill McDermott rejected the “SaaSpocalypse” narrative that AI will render SaaS obsolete, even as the company’s shares have slid 39% this year. He highlighted a new AI‑centric product suite, a $30 billion revenue forecast for 2030, and recent...
Buffett Spent 60 Years Ignoring Tech and the Bill Is Coming Due
Berkshire Hathaway entered its 2025 annual meeting with a $347 billion cash reserve—about 40% of its market value—while its B shares have lagged the S&P 500 by 2.6% annually over the past decade, a gap that recently swelled to roughly 39%. Warren...
SBI vs PNB vs BoB: Which PSU Bank Stock to Buy After Q4 Results 2026?
India’s three leading public‑sector banks—State Bank of India (SBI), Bank of Baroda (BoB) and Punjab National Bank (PNB)—reported solid Q4 FY26 profit growth, with SBI posting a record quarterly profit of about $2.4 bn, BoB up 11.2% to $676 m, and PNB...
Harley Pivots Hard: Can New Bikes Fix an Old Brand?
Harley‑Davidson reported first‑quarter 2026 revenue of $1.17 billion, comfortably above the $1.01 billion consensus, but earnings per share collapsed to $0.22 from $1.07 a year earlier, driving operating income down 85% to $23 million. The results showcase the early impact of the "Back...
Nasdaq 100 Posts 6‑Week Rally, First in 17 Years
Current strength in the Nasdaq 100 is exceptionally rare And bullish. For first time in 17 years, #NDX is positive for 6 consecutive weeks, gaining 25%+ during this streak.
Analysts Weigh AI Build‑out Surge Against Recession Risks Ahead of Jobs Report
Analysts are split on whether the AI investment surge can outweigh recessionary pressures as the next US jobs report approaches. The S&P 500 hit a fresh record, but AI‑exposed software stocks are down more than 15% while semiconductor names have...
Lumentum’s Fiery Stock Rally Earns It a Spot in This Hot Index
Lumentum Holdings, the optical‑technology maker, is set to join the Nasdaq‑100 on May 18 after a meteoric 150% stock rally this year. The company’s market value has swelled to roughly $70 billion, propelling it to the sixth‑best performer in the S&P 500. Lumentum...
Cabot Wealth Management Boosts TSM Stake by 3% as Chip Sector Gains Momentum
Cabot Wealth Management increased its Taiwan Semiconductor Manufacturing (TSM) position by 3.0% in Q4, buying 2,692 shares to hold 93,369 shares worth $28.37 million—its fifth‑largest holding. The move signals institutional optimism for the chip maker as the sector rallies on strong...
Citigroup Shares Slip on Modest ROE Guidance as Shake Shack Revenue Miss Stuns Investors
Citigroup's shares fell after the bank set a 2025‑2031 return on tangible common equity (ROTE) target of 14%‑15%, below analyst aspirations. At the same time, Shake Shack's first‑quarter revenue missed estimates, sending its stock tumbling, while DataDog surged on an...
Telus Posts $5 B Q1 Revenue, Announces CFO Retirement
Telus Corp. posted unaudited first‑quarter 2026 operating revenues of $5.0 billion, a slight dip from the prior year, while announcing the unexpected retirement of its chief financial officer. The results highlight modest service‑revenue growth, strong customer additions and a thriving TELUS...
Peloton Posts Q3 2026 Turnaround, Revenue Grows YoY, Debt Cut 70%
Peloton Interactive announced positive year‑over‑year revenue growth and a 70% reduction in net debt during its Q3 2026 earnings call. The company highlighted a $1.13 billion cash reserve, a new Spotify content partnership and expanding commercial sales, signaling a shift toward...
Salesforce Slides 4.4%, Shaving 50 Points Off Dow as Markets Rally
Salesforce (CRM) dropped 4.4% on Friday, trimming roughly 50 points from the Dow Jones Industrial Average. The decline came as the S&P 500 and Nasdaq surged to new intraday records, buoyed by stronger‑than‑expected payroll data.
Wealth Ambitions, AI Threats and War Risks: 4 Takeaways From Singapore Banks’ Q1 Results
Singapore’s three major banks – DBS, UOB and OCBC – all posted first‑quarter earnings that beat expectations despite a low‑interest‑rate environment. Wealth‑management fees surged, with DBS reporting a record $671 million and OCBC up 34% to $312 million, offsetting declines in net...
Intel Shares Jump on Reported Chip Production Deal with Apple
Intel Corp. saw its stock jump 13.9% after the Wall Street Journal reported a preliminary agreement with Apple to produce chips for future devices. The partnership is expected to leverage Intel’s new 18A manufacturing node, possibly the enhanced 18A‑P version...
Tech Dominates Stocks, Treasuries Trade on Oil (E261)
DoubleLine’s May 8 "Minutes" episode highlighted a market still powered by a handful of mega‑cap tech names, which continued to outpace all other equity sectors. Meanwhile, Treasury yields moved in lockstep with oil price swings, reflecting lingering geopolitical risk. Commodities posted...
Why Is Everyone Talking About Alphabet Stock Right Now?
Alphabet’s shares edged higher in early May after the company posted a solid quarterly earnings report, making it one of the best‑performing big‑tech stocks in April. The results showed a rebound in advertising revenue and earnings per share that beat...
Is Meta an Undervalued Stock to Buy?
Meta Platforms posted soaring profits in its latest quarter, yet the stock slipped to about $610, down 1.2% on the day. The Motley Fool’s Stock Advisor did not include META among its ten recommended high‑return picks, citing valuation concerns despite...
All‑time High Masked by Narrow, Tech‑driven Breadth
Friday close. SPY hit a fresh all-time high at $737.62, up 0.83%. Sounds bullish — until you look under the hood. Six of the eleven S&P sectors finished RED. Tech (XLK) ripped +3.44% and carried the entire tape by itself. The...
ISC to Release 2026 First Quarter Financial Results on May 15, 2026
Information Services Corporation (TSX: ISC) announced it will publish its first‑quarter 2026 financial results on May 15, 2026 after market close. The unaudited condensed consolidated interim statements, notes and Management’s Discussion & Analysis will be filed on SEDAR+ and the company’s investor site....
AMD, Micron Shares Surge on a Big Day for Chip-Sector Outperformance
The PHLX Semiconductor Index surged 5.5% on Friday, outpacing the S&P 500 by 4.66 points—the strongest spread since April 2025. AMD, Intel, Micron and Qualcomm saw shares jump between 8% and 15% as AI data‑center optimism returned. AMD’s rally is linked to...
Janus Henderson Group Plc Reports First Quarter 2026 Results
Janus Henderson reported Q1 2026 results showing a sharp decline in operating income to $113.9 million, far below the $487.4 million recorded in Q4 2025. Adjusted operating income fell to $170.8 million and diluted earnings per share dropped to $0.59, with adjusted EPS...
S&P 500 Posts Sixth Consecutive Weekly Gain, Hits Highs in Tech-Led Rise
The S&P 500 climbed 2.3% this week, marking its sixth consecutive weekly gain and pushing the benchmark to fresh all‑time highs. The rally was powered primarily by a surge in technology stocks, with the sector outpacing the broader market. Notably,...
Berkshire Hathaway’s $397 B Cash Hoard and New CEO Ignite Buy‑or‑Hold Debate
Berkshire Hathaway closed the first quarter with a record $397 billion cash reserve, modest $234 million share repurchases and a new CEO, Greg Abel, sparking a fresh debate among investors about whether to buy or hold the conglomerate’s shares amid a high price‑to‑book...
S&P 500 Hits Record Above 7,300 as AMD Rockets 19% and Oil Slides Below $100
The S&P 500 breached the 7,300 mark after Advanced Micro Devices posted a 19% share surge on a $10.25 billion Q1 revenue beat. The rally was amplified by falling oil prices and strong earnings across the AI and consumer sectors, lifting...
S&P 500, Nasdaq Close Week at New Highs: Stock Market Today
U.S. equity markets closed the week at fresh all‑time highs as the S&P 500 finished at 7,398 and the Nasdaq at 26,247, driven by a better‑than‑expected jobs report and easing energy‑price concerns. Apple and Intel confirmed a silicon‑supply agreement for upcoming...
Cloudflare Q1 2026 Earnings Call Shows Revenue Surge and Margin Expansion
Cloudflare’s Q1 2026 earnings call highlighted a revenue surge driven by a 73% year‑over‑year rise in $1 million‑plus deals, record free cash flow of $84.1 million, and a wave of new large customers. The company also announced two multi‑year contracts worth $10 million...
Disney Q2 2026 Beats Forecast as Streaming Profit Soars 88% Amid Parks Slowdown
Disney reported fiscal Q2 2026 revenue of $25.2 billion and diluted EPS of $1.57, beating analysts’ expectations. Streaming operating income surged 88% to $582 million, while domestic park attendance fell 1%, prompting a cautious outlook for the experiences segment. The board also...
US Stock Market Close: Another Big Week of Gains Ends with a Flourish
U.S. equities closed the week on a high note as the S&P 500 rose 0.85% and the Nasdaq surged 1.7%, both hitting fresh all‑time highs. A surprisingly strong jobs report—115,000 jobs added in April versus 55,000 expected—bolstered investor confidence and...
Toyota And Honda See Sharp Declines In Profit Amidst Iran War Pressures, Spiking EV Costs
Toyota warned that operating income for the fiscal year ending March 2027 will fall to ¥3 trillion (about $20 billion), well under analyst forecasts of ¥4.6 trillion and last year’s ¥3.8 trillion. The Iran‑related supply‑chain shock is inflating aluminum, resin and shipping costs, shaving...
Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
U.S. equity indexes posted another week of record closes, with the S&P 500 and Nasdaq Composite each logging their sixth consecutive weekly gain despite intermittent pullbacks tied to Middle‑East tensions and a brief tech slide. The rally was underpinned by cooling...
Nvidia Stock Hits Fresh Record High as Rally Extends to Third Day, on Track for Biggest Weekly Gain in 6...
Nvidia’s shares jumped 3% to a record $217.80, putting the stock on track for its biggest weekly gain since October. The rally was sparked by a new AI‑infrastructure partnership with IREN Ltd., which includes a $2.1 billion investment and a five‑year...
AMD Ascent Could Lure Traders to This ETF
Advanced Micro Devices (AMD) has surged more than 90% this year and quadrupled in value over the past twelve months, underscoring its rising dominance in AI semiconductors. The latest earnings report highlighted record AI compute demand, positioning AMD to capture...
High Commodity Prices, Uncertainties in Global Markets Hit Hyundai Motor’s Q4 Net Profit by 22%
Hyundai Motor India posted a 22.2% YoY drop in Q4 net profit to ₹1,255.6 crore (≈$151 M), while consolidated revenue rose 5.4% to ₹18,916.2 crore (≈$2.28 B). The automaker recorded a record domestic sales volume of 166,578 units, up 8.5% YoY. It announced a...
Planet Fitness Shares Drop 33% as Membership Growth Slows, Sparking Sales Model Concerns
Planet Fitness saw its shares plunge 32.9% to $42.91 after reporting higher first‑quarter earnings and revenue, while warning that membership growth is decelerating. The sharp sell‑off raises questions about the sustainability of its "cancel anytime" sales strategy and the broader...
Inflation Swaps Slip as Earnings Surge Revives Market Euphoria
Inflation‑linked swap rates moved lower on Wednesday while equity markets surged on robust earnings and softer inflation expectations after US‑Iran news. The shift signals renewed risk appetite and could alter hedging demand ahead of the U.S. payrolls report.
Costco Posts 13% Sales Jump to $23.9B, Bolstering Its Growth Narrative
Costco reported a 13% rise in total sales to $23.92 billion for the four‑week April period, while comparable sales climbed 11.6%. The strong numbers lifted the stock to roughly $1,000, keeping the retailer in focus for institutional investors despite lingering membership‑renewal...
South Korea's KOSPI Hits Record Close Above 7,500 Points, Closing at 7,490.05
The KOSPI closed at an all‑time high of 7,490.05 points, briefly breaching the 7,500 mark, as domestic investors poured in roughly $5.8 billion. Strong performance in general services, distribution and machinery lifted large‑cap stocks, while foreign investors sold about $5.9 billion.
DoorDash Q1 Beats Estimates, Marketplace Sales Jump 37% on Grocery Growth
DoorDash reported first‑quarter earnings that topped expectations, with marketplace gross order value climbing 37% year‑over‑year to $31.6 billion. The surge was driven by its grocery delivery business, which now leads the market and is on track to become gross‑profit positive in...
Comprehensive Apple 2Q26 Earnings Review Released Today
I just published today’s Above Avalon Daily update. Subscribers, this should now be in your inboxes. A collection of earnings-related items that wrap up my Apple 2Q26 earnings review. As is the case with Above Avalon analysis, no financial stone...
Apple Target $400 as AI Opportunities Accelerate
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing our new $400 price target on Apple and the golden AI path ahead in Cupertino. Also discuss Meta and AI investments ahead @CNBC @CNBCtech 🏆🍎📱📺🐂🍿👇🎯 https://t.co/z9jJ4WS7rh https://t.co/OZN070Byv0
US Stocks: S&P 500, Nasdaq Hit Fresh Peaks as Tech Stocks, Jobs Data Lift Sentiment
U.S. equities surged on Friday as the S&P 500 and Nasdaq both posted fresh all‑time highs, propelled by double‑digit gains in Nvidia and Apple. A stronger‑than‑expected April jobs report showed unemployment steady at 4.3%, reinforcing expectations that the Federal Reserve will...
Tech and Home‑Improvement Stocks Drag DJIA Lower
$MSFT $V $HD $SHW weighing on the DJIA.. $GS and $CAT not quite enough oomph https://t.co/JMwhEZhXeg
US Gov't Intel Stake Soars to $55B Amid Apple Deal
After @WSJ report on @Apple striking preliminary deal to use @intel chips, the US government stake in Intel now worth $55 billion
Whirlpool Raises Prices by 10% After $82 Million Loss, Cites Recession‑Level Decline
Whirlpool announced a 10% price hike in April and a further 4% increase in July, after reporting a $82 million first‑quarter loss and a 12% plunge in its stock. The company blamed a “recession‑level industry decline” and tariff‑related pricing disruptions for...
Nasdaq 100 Posts 6‑week Rally, Biggest Since 2009
The Nasdaq 100 is pushing out a sixth week's rally. Longest bull run since October 2024. Biggest 6-week rate of change (26%) since the recovery after the bottom dropped out during the Great Financial Crisis (2008/2009) https://t.co/oXCdaz8NiD
Memory Wall Fuels Surge in Intel and AMD Shares
Driven by high degree of need for Context Engineering, ‘Memory Wall’ tilts the focus to CPUs. @Intel is up another 16% and @AMD is up another 9% today. https://t.co/G2kCefO0w9
Apple Stock Poised for Strong Gains Today
Apple, IBD Stock Of The Day, Looks Ripe For The Picking. Here's Why. https://t.co/jdPXGmhqVp $AAPL
Tyson Beef Faces $350‑$500M Loss Amid Cattle Shortage
"Tyson’s beef operations posted a wider loss, and the company expects the segment to lose $350M to $500M in 2026... the severity of the current cattle shortage has sent prices so high that meatpackers are losing money on every animal...
Mattel Investor Pushes CEO Toward Privatization or Sale
JUST IN: A Mattel investor urges the CEO to evaluate going private or selling amid declining toy demand.