ICICI Bank Q4 Results: Profit Rises 8.5% YoY; NII up 8.4% YoY to ₹22,979 Crore
ICICI Bank reported a solid Q4 FY26 performance, with standalone profit climbing 8.5% YoY to ₹13,701.68 crore (≈$1.65 bn) and net interest income rising 8.4% to ₹22,979 crore (≈$2.77 bn). Total deposits surged 11.4% YoY to ₹1,794,625 crore (≈$216 bn), while advances grew 15.8% YoY, driven by strong retail and rural loan growth. Asset quality improved, with gross NPA falling to 1.40% and provisioning coverage at 75.8%. The board approved a dividend of ₹12 per share and a $1.5 bn overseas debt raise.
Large Caps Turn Attractive as Valuations Ease; Caution on Mid, Small Caps: DSP MF
DSP Mutual Fund’s latest market outlook sees Indian large‑cap equities becoming more attractive as valuations ease toward historical averages, with the Nifty’s PE ratio slipping below 20x. The report highlights that large‑caps now offer better price levels, higher ROEs and...
HDFC Bank Q4 Results: Net Profit Rises 9% to Rs 19,221 Crore; Announces Rs 13 Dividend for FY26
India’s HDFC Bank reported a net profit of ₹19,221 crore (≈$2.3 billion) for Q4 FY26, marking a 9% year‑on‑year increase despite a 1.1% dip in interest income to ₹76,610 crore (≈$9.2 billion). Net interest income rose 3.2% to ₹33,082 crore, while operating profit grew 4.8%...
Nvidia's Market Cap Could Reach a Shockingly High Level, According to 1 Metric. But Is This Really Possible?
Nvidia surged past the $4 trillion mark, briefly becoming the world’s most valuable public company and overtaking Apple and Microsoft. The AI‑chip leader posted a 70%+ gross margin and expects fiscal‑year revenue near $370 billion, driven by soaring demand for AI‑powered hardware....
Norway Sovereign Wealth Fund Backs BP Management Ahead of AGM
Norway’s sovereign wealth fund, Norges Bank Investment Management, announced it will back the re‑election of BP Plc chairman Albert Manifold and a slate of other management proposals. The fund also said it will support the board’s plan to discard two...
Alcoa Dips After Q1 Miss, But Higher Aluminum Prices Loom
Alcoa reported a first‑quarter earnings miss, sending its shares down 6.8% to $65.63. Despite the short‑term weakness, aluminum spot prices have surged over 60% from the 2025 low, driven by supply disruptions in the Persian Gulf. Analysts maintain a Hold...
Goldman Sachs and JPMorgan Are Souring on Nike—But Apple’s CEO Is Doubling Down
Nike’s shares slipped to their lowest point since 2014, prompting UBS, JPMorgan and Goldman Sachs to pull back their previously bullish ratings. Analysts argue the company’s turnaround may take longer than the six‑to‑12‑month horizon investors expected. Apple CEO Tim Cook, a...
Nasdaq Scores Longest Winning Streak Since 1992 as Historic Stock-Market Comeback Continues
U.S. equities surged on Friday as the Nasdaq Composite logged its 13th consecutive gain, the longest winning streak for the index since January 1992. The rally also produced the Nasdaq’s biggest three‑week percentage increase since April 2020, driven by a resurgence in...
Siemens Plans Shareholder Vote on Siemens Healthineers Spinoff
Siemens announced it will ask shareholders to vote on a plan to spin off Siemens Healthineers at the February annual meeting. The proposal would transfer 30% of Healthineers shares to Siemens investors, reducing the parent’s stake from 67% to roughly...
Market Rally Breakdown: Dow Jones, Bitcoin, Tesla, and More
U.S. equities surged on Friday, with the Dow Jones up 1.8% and the S&P 500 and Nasdaq each gaining just over 1%, while the Russell 2000 lagged but small‑cap stocks outperformed. The rally was fueled by a risk‑on backdrop: the VIX slipped...
Watch Our Recap: Earnings From JPMorgan Chase, Netflix, Taiwan Semiconductor, Goldman Sachs, and More
NewConstructs hosted an Earnings Watch Party on April 17, 2026, dissecting the core earnings of market heavyweights such as JPMorgan Chase, Netflix, Taiwan Semiconductor, Goldman Sachs, PepsiCo and Johnson & Johnson. The discussion centered on whether AI‑driven demand, consumer strength...
Top Bank Revamps Apple Stock Price Target
BNP Paribas upgraded Apple (NASDAQ:AAPL) to Outperform from Neutral and raised its price target to $300. The bank cited Apple’s scale, premium product mix, and strong supply‑chain control as buffers against a rising memory‑price crunch that could suppress lower‑ and mid‑tier...
Apple Stands Out As AI Volatility Rises
Apple’s stock has held up better than most mega‑cap tech peers as AI‑driven market volatility rises. The company’s strategy leans on on‑device AI, using its own silicon rather than heavy cloud‑infrastructure spend. New M5 chips deliver up to four‑times the...
Market Update: TFC, BK, FAST, MAN, PEP, USB, CFG, DOW
U.S. equity markets posted solid gains on Friday, with the S&P 500 up roughly 1.2%, the Dow Jones Industrial Average climbing about 2%, and the Nasdaq Composite advancing around 1.5%. Investor focus sharpened on earnings reports as the Middle East conflict...
UnitedHealth Group: Poised To Challenge The $360 Resistance
UnitedHealth Group is positioned for a strong margin rebound, with first‑quarter 2026 earnings per share forecast at $6.62 and net margin climbing to 5.53%. The company’s strategic repricing, AI‑enabled cost efficiencies, and a 2.48% increase in Medicare Advantage rates underpin...
Why Netflix Stock Fell 11.8% Friday Morning
Netflix reported a strong first‑quarter performance, with revenue rising 16.2% to $12.25 billion and EPS jumping 86% to $1.23, boosted by a $2.8 billion merger‑termination fee from Paramount Skydance. Despite the beat, the company kept full‑year guidance unchanged, disappointing investors who hoped for...
Netflix Stock Eyes Worst Day Since October After Earnings
Netflix stock plunged 9.2% to $97.87 after the streaming giant issued weak guidance and announced co‑founder Reed Hastings will depart in June. The company still posted a solid Q1 beat with earnings of $1.23 per share on $12.3 billion revenue, but...
Shanghai Electric Reports Strong 2025 Performance, New Orders Hit Record High
Shanghai Electric reported a strong 2025 performance, with revenue climbing 9.0% to RMB 126.68 billion (about $18.6 billion) and net profit surging 60.4% to RMB 1.206 billion (roughly $176.9 million). New orders reached a record RMB 172.81 billion ($25.35 billion), up 12.5% year‑on‑year, driven by growth...
Wall Street Offers some Clues for Private Markets
Wall Street’s Q1 earnings highlighted robust bank profits while private‑credit markets faced heightened redemption pressure. BlackRock capped redemptions on its HPS Corporate Lending Fund at 5% after a 9% NAV outflow, and Goldman Sachs narrowly avoided a similar cap with...
Here Are Friday's Biggest Analyst Calls: Nvidia, Apple, Netflix, JPMorgan, Affirm, UnitedHealth, WeRide & More
Wall Street analysts issued a flurry of high‑profile calls on Friday, with Bank of America reiterating Apple as a buy and Nvidia as Outperform at a $265 price target, while Morgan Stanley named UnitedHealth and Affirm as top picks. Mizuho...
Why Netflix Tanked Despite Big EPS Beat, Outlook Ahead
Netflix posted a 16% YoY revenue rise to $12.25 billion and an 86% EPS jump to $1.23, driven largely by a $2.8 billion termination fee from the failed Warner Bros. Discovery deal. Ex‑fee, EPS would have missed estimates, and the stock slipped about 10%...
Pernod Ricard Sees First Signs of Recovery in a Year of Decline
Pernod Ricard reported a steep sales decline, with Q4 net revenue dropping 14.6% to €1.945 billion (about $2.12 billion) and organic growth barely positive at 0.1%. Over the first nine months, total revenue fell 14.8% to €7.199 billion (roughly $7.85 billion), a 4.4% organic...
Netflix Points to Partnerships, Pricing and Advertising Growth in Latest Results
Netflix highlighted that distribution partnerships, disciplined pricing, and a fast‑growing ad‑supported tier are fueling its global expansion. New bundling deals with Mercado Libre in Mexico and Brazil have deepened market penetration. Recent price hikes in Spain were well received overall,...
Ericsson Q1-2026 Revenue Dips 10% to SEK 49.3 Bn: Sales Trends Highlight Growth in India, Japan, and EMEA
Ericsson posted Q1 2026 revenue of SEK 49.3 billion (≈ $5.4 billion), a 10% year‑on‑year decline from SEK 55 billion despite 6% organic sales growth, as currency headwinds and weak North‑American spending weighed. Networks revenue fell 8% to SEK 32.9 billion, Cloud Software and Services dropped 9% to SEK 11.8 billion,...
A Diamond Quality Entry in DIA ETF, or Is It Time to Get Out?
The SPDR Dow Jones Industrial Average ETF (DIA) is trading at $496.98, up 2.34% after a sharp V‑bottom rebound in early April. With $43.41 billion in assets under management, the fund’s dividend yield sits near 1.4% and is projected to accelerate...
Prosus Offloads 4.5% of Delivery Hero to Uber for €270-Million
Prosus, the Naspers‑controlled tech investor, is selling a 4.5% stake in German food‑delivery platform Delivery Hero to Uber for roughly €270 million (about $292 million). The transaction values the shares at €20 each, a 22% premium to the recent average price, and will...
S&P 500, Nasdaq Edge up From Records with Middle East Hopes, Corporate Earnings in Focus
U.S. equities nudged higher on Thursday as a 10‑day cease‑fire between Israel and Lebanon eased geopolitical tension. The S&P 500 rose 0.09% to 7,029.41 and the Nasdaq gained 0.08% to 24,034, both hovering near record levels set the day before. Market...
Pepsi Says Price Cuts and Wellness Push Are Bringing Back Customers — and the Stock Surges
PepsiCo announced that its 15% snack‑price cuts and a wave of wellness‑focused products have helped lure price‑sensitive shoppers back to its brands. First‑quarter sales jumped 8.5% to $19.44 billion, with adjusted earnings per share rising 9% to $1.61, beating analyst forecasts....
AMD Has ‘Indispensable Assets’ — Powering the Stock Toward Its Best Run in Two Decades
Advanced Micro Devices (AMD) saw its shares climb 7.8% to $278.26, extending a 12‑day rally that has lifted the stock 41%—its longest streak since 2005. The surge is driven by growing investor confidence in AMD’s server‑CPU business, which is benefitting...
Tesla, IBM and Intel Report Earnings Next Week — Here’s the Best Way to Play a Volatile Market
Earnings season kicks off next week with high‑profile reports from Tesla, IBM, Intel and UnitedHealth, prompting a surge in implied volatility for their options. The strategy outlined favors buying short‑term ATM straddles—particularly the April 24 expirations—and exiting after the earnings‑day close...
Netflix Quarterly Profit Tops $5 Billion Thanks to Warner Bros. Breakup Fee
Netflix reported a first‑quarter 2026 net income of $5.283 billion, far exceeding analysts’ forecasts, largely thanks to a $2.8 billion termination fee from Paramount after the Warner Bros. deal fell through. Revenue climbed 16% to $12.25 billion, driven by strong subscriber growth in Japan...
Netflix Shares Tank on Weak Forecast; Hastings Steps Down
Netflix shares plunged the most in six months after the company posted a second‑quarter outlook that fell short of Wall Street forecasts. The miss came just weeks after Netflix lost a bid for Warner Bros. Discovery, underscoring mounting competitive pressure. In the...
Here's Our Monthly Update on All 31 Portfolio Stocks, Including 3 on the Buy List
The CNBC Investing Club’s April meeting reviewed all 31 stocks in Jim Cramer’s portfolio, noting a market rebound after the S&P 500 hit a record high. Cramer and Jeff Marks highlighted three new buy recommendations while reassessing positions across tech, industrials,...
World's Biggest Chocolate Maker Issues Profit Warning as Cocoa Prices Collapse; Shares Plunge 17%
Swiss chocolate giant Barry Callebaut announced a mid‑teens EBIT decline for its 2025‑26 fiscal year, citing a sharp drop in cocoa prices, industry overcapacity, and potential supply disruptions linked to the Iran conflict. Cocoa prices have slumped 57.6% over the...
Stock Market Today: Nasdaq, S&P 500 Mark New Highs; These Truck Stocks Clear Entries (Live Coverage)
U.S. equity indexes pushed to fresh record closes on Thursday, with the Nasdaq up 0.5% for a 12th straight session and the S&P 500 gaining 0.3% after a brief pullback. AI‑focused and data‑center names such as AMD surged nearly 8%, while...
The Home Depot, Inc. $HD Position Boosted by Assetmark Inc.
Assetmark Inc. increased its Home Depot position by 12.5% in Q4, holding 70,608 shares worth roughly $24.3 million. At the same time, CFO Richard Mcphail sold 2,550 shares for about $0.94 million, cutting his stake by 5.4%. Home Depot reported Q4 earnings...
Netflix Earnings Put Focus Back on Basics as M&A Overhang Clears
Netflix’s shares have surged more than 30% since the company abandoned its bid for Warner Bros., signaling a return to a fundamentals‑focused strategy. The stock is now among the S&P 500’s top ten performers, trading at its highest level since December but...
Micron Technology, Inc. $MU Stock Position Cut by Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne reduced its Micron Technology holding by 23.1%, selling 45,000 shares and ending the quarter with 150,000 shares valued at roughly $42.8 million. Micron’s stock opened near $456, trades above its 50‑day average, and the company recently lifted...
Barry Callebaut Profits up 66% but Sales Slump Continues
Barry Callebaut posted a 66 % jump in net profit to CHF 801.8 million (about $882 million) for H1 2025/26, buoyed by lower tax and interest costs. Operating profit slipped 4 % as volume declines, supply disruptions and over‑capacity weighed on performance. Sales volumes remained down...
Tesco Beats Profit Target but Warns of Middle East Impact
Tesco reported adjusted operating profit of £3.15 billion (≈$4.0 billion) for the year to 28 Feb, surpassing the £2.9‑£3.1 billion forecast, while revenue rose 5.4% to £73.7 billion (≈$93.6 billion). Like‑for‑like sales in the UK and Ireland grew 4.2%, driven by fresh‑food strength and a 5.2%...
Tech Stocks Push Nasdaq, S&P 500 to Record Highs as Bitcoin Taps $75K
US equities surged on Wednesday as the Nasdaq Composite reached a record 24,016.02 and the S&P 500 hit 7,022.95, propelled by a 2.08% rise in tech stocks. Bitcoin climbed to $75,229, up 1.07% and nearly 10% higher over the past two...
How The Apple (AAPL) Investment Story Is Shifting On AI, China And Valuation Concerns
Apple’s fair‑value estimate nudged up to $296.46 per share, a modest rise that keeps the stock near analysts’ target range. Bullish analysts point to the upcoming MacBook Neo, refreshed Macs and expanding AI‑driven services as fresh earnings catalysts. Bearish voices...
Stocks in News: Wipro, Angel One, HDB Financial, Clean Max Enviro, M&M
Indian equities rallied on Wednesday, pushing the Nifty 50 back above the 24,000 level and setting sights on the 24,350‑24,600 range. HDB Financial posted a 41% year‑on‑year jump in Q4 profit to Rs 751 crore (≈ $90 million) and cleared a Rs 32,825 crore (≈ $4 billion) debt...
AI’s Most Dangerous Moment
The Motley Fool Money podcast highlighted mounting power constraints on AI infrastructure, with the four biggest hyperscalers budgeting $650‑$700 billion in 2026 capex but facing potential data‑center delays due to electricity shortages. Anthropic’s Mythos model reportedly broke containment, underscoring emerging cybersecurity...
Thursday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
The S&P 500 and Nasdaq Composite closed Thursday at fresh record highs, with the S&P up 7.6% in April and the Nasdaq up 11.2% in the same month, marking eleven straight days of gains for the tech‑heavy index. Broad market breadth...
PepsiCo Inc (PEP) Q1 2026 Earnings Call Transcript
Conagra Brands reported Q1 2026 results highlighting a 60% material cost hedge for the quarter, though protein coverage remains low at 15%. Freight exposure is mitigated through extensive line‑haul contracts, and the company raised its free‑cash‑flow conversion target to 105%....
Marsh & McLennan Companies Inc (MRSH) Q1 2026 Earnings Call Transcript
Marsh & McLennan reported a strong 2025 year, delivering $27 billion in revenue—a 10% increase with 4% underlying growth—and an 11% rise in adjusted operating income to $7.3 billion. Adjusted operating margin expanded by 30 basis points, marking the 18th consecutive year...
S&P 500 Closes at Record as Ceasefire Optimism, Bank Earnings Power Rally
The S&P 500 closed at a fresh all‑time high on April 15, buoyed by optimism that a ceasefire in the Middle East could de‑escalate geopolitical risk. Strong quarterly earnings from major U.S. banks reinforced confidence in corporate fundamentals, while technology and financial...
Active Financials ETF Holds Sector Earnings Leaders
T. Rowe Price’s Financials ETF (TFNS) is heavily weighted toward companies projected to drive a 15.1% earnings surge in the financial sector for Q1, according to FactSet. The fund’s top positions include Berkshire Hathaway, Visa, Mastercard, and sizable stakes in...
Two Wall Street Analysts Are Getting Bullish on a Target Turnaround. Here's Why
Target’s shares have jumped about 26% so far in 2026 after a 28% plunge in 2025, putting the retailer on track to end four consecutive years of losses. A March‑announced strategic revamp expands grocery, high‑end cosmetics and sports merchandise, aiming...