Taiwan Semi Is Selling ARM Stock. Should You?
Taiwan Semiconductor Manufacturing Co. (TSMC) has fully exited its stake in Arm Holdings, selling roughly 1.1 million shares for about $231 million. Despite the divestment, Arm’s shares continued to rise, reflecting strong investor confidence in its AI‑driven growth. The chip‑design firm posted a 26% revenue jump to $1.2 billion and a 10.3% EPS increase in its latest quarter. Analysts remain bullish, with a consensus Moderate Buy rating and upside potential toward $240 per share.
Largecap IT Stocks as a Value Play? BNP Paribas’ Kumar Rakesh Issues a Reality Check
BNP Paribas analyst Kumar Rakesh cautions against branding large‑cap Indian IT stocks as a blanket value play after FY27 guidance fell short of expectations. He points to AI‑driven growth divergence and a slowdown in client spending linked to Middle‑East tensions. While...
S&P 500, Nasdaq End at Fresh Records on Tech Earnings Strength
The Nasdaq and S&P 500 closed at fresh all‑time highs on Friday, propelled by robust earnings from technology leaders such as Apple, which rose 3.2% after beating expectations. FactSet data shows S&P 500 companies are on track for 27.1% earnings growth, the...
Bajaj Finance vs Jio Financial Services: Which Stock to Buy After Q4 Results 2026?
Bajaj Finance delivered a steady Q4 FY26, with net interest income rising 20% YoY to about $1.4 billion and assets under management expanding to roughly $61 billion. The NBFC posted a 14.3% increase in profit after tax to $2.3 billion, while maintaining best‑in‑class...
The Most Important Part of These 3 Big Pharma Earnings Reports Wasn’t the Beat
Big‑pharma earnings season highlighted AbbVie, AstraZeneca and GSK all beating top‑line expectations, with each company raising or reaffirming guidance. AbbVie posted a 12% revenue jump, driven by Skyrizi and Rinvoq, and lifted its FY2026 EPS outlook to $14.08‑$14.28. AstraZeneca’s oncology,...
HDFC Bank, Bharti Airtel Among 10 Largecap Stocks with up to 35% Upside Potential. Check List
Analysts from Jefferies, Morgan Stanley and others have highlighted ten large‑cap Indian stocks that could deliver up to 35% upside, despite the backdrop of a US‑Iran war that lifted crude oil above $125 per barrel. HDFC Bank, Bharti Airtel, Maruti...
Bitcoin Mining Stocks Climb in 2026 as BTC Lags Behind
All ten of the largest publicly traded Bitcoin mining stocks are in positive territory year‑to‑date, posting gains ranging from roughly 5% to more than 85%. TeraWulf leads the pack with an 85% jump, while Hut 8 and Riot Platforms posted 67%...
MarketBeat Week in Review – 04/27 - 05/01
During the week of April 27‑May 1, the Nasdaq posted over 15% gain for April, driven by strong earnings from the Magnificent 7 and AI‑related stocks such as Caterpillar and Intel. The earnings calendar was the busiest of the season, with...
Hundred-Year-Old Modine Now At Forefront Of AI Megatrend; Leads 18 To Best Stock Screens
The Nasdaq and S&P 500 closed the week at fresh highs, driven in part by AI‑related stocks. Analog Devices (ADI) earned a spot on IBD’s 50‑stock growth screen, while century‑old HVAC firm Modine Manufacturing (MOD) surged 5% to a record $268.51...
ServiceNow Under Siege as Atlassian Adds to ITSM Take-Outs
Atlassian reported its biggest quarter of competitive displacements, pulling customers from legacy IT service management platforms, notably ServiceNow. The company’s service collection, including Jira Service Management, topped $1 billion in annual recurring revenue, growing over 30% year over year, while its...
S&P 500 Closes at a New Record to Usher in May as Oil Prices Cool and Apple Rises: Live Updates
The S&P 500 closed at a fresh all‑time high of 7,230.12, up 0.29%, while the Nasdaq rose 0.89% and the Dow slipped 0.31%. The rally was buoyed by Apple’s 3.5% jump after beating Q2 earnings expectations and a cooling of oil...
Exxon Mobil CEO Sees ‘More to Come’ on Price Spikes From Iran War as Exxon, Chevron Beat on Earnings Despite...
Exxon Mobil and Chevron posted first‑quarter earnings that beat analysts’ forecasts, yet both saw net income plunge year‑over‑year as early‑year price weakness and Middle‑East disruptions hit results. CEOs Darren Woods and Mike Wirth warned that if the Strait of Hormuz...
Dow Drops 153, Nasdaq Climbs 222, S&P 500 Adds 21
U.S. equities mixed Friday as the S&P 500 climbed 0.3% to a fresh all‑time high while the Dow slipped 0.3% and the Nasdaq added 0.9% to a new record. Strong earnings from Apple, Estée Lauder and SanDisk powered the rally,...
The Close: US Stocks Gain for the Sixth Consecutive Week
U.S. equities posted a sixth straight week of gains, marking the longest winning streak since October 2024. The S&P 500 rose 0.3% on the day and 0.9% for the week, while the Nasdaq added 0.9% and 1.1% respectively. The Dow...
S&P 500 Hits New High on Apple Earnings: Stock Market Today
Apple’s fiscal Q2 beat expectations, driving the S&P 500 to a fresh 7,230 record and lifting the Nasdaq 0.9% to 25,114. The iPhone segment posted a 22% YoY revenue jump, with China sales up 28%, prompting a 3.3% stock surge and...
The Market Isn't Grading All Big Tech Earnings the Same — Here's Why
Big‑tech giants Alphabet, Microsoft, Meta Platforms, and Amazon reported AI‑driven earnings that beat expectations, yet investors are parsing the results more carefully. While overall demand for AI infrastructure remains strong, rising memory and hardware costs have not deterred the hyperscalers...
Quiet, Steady Gains in ADM Likely to Be Followed by More, Carter Worth Says
Archer‑Daniels‑Midland (ADM) has posted quiet, steady gains over the past 12 months, prompting analyst Carter Worth to flag the stock for further upside. Worth assigns a buy price objective of $82, suggesting the current market price still leaves room for...
Linde Is the 'Secret, Quiet' Data Center Play that Keeps Winning for Investors
Linde AG posted first‑quarter revenue of $8.78 billion, up more than 8% year‑over‑year, and adjusted EPS of $4.33, surpassing analyst forecasts. Growth was broad‑based, led by double‑digit gains in electronics and aerospace, while the Americas region delivered a 10% sales increase....
Apple Proves Once Again It Is the Ultimate Cash Machine. How to Trade the Stock From Here
Apple posted a record March‑quarter, reporting $111.2 billion in revenue and $2.01 earnings per share, beating expectations and delivering 22% EPS growth. The company added another $100 billion to its share‑repurchase program and lifted its quarterly dividend to 27 cents. iPhone 17 sales...
Apple Sales Jump as ‘Most Popular’ iPhone Fuels Growth
Apple posted $111.2 billion revenue for Q1 2026, a 17% year‑over‑year rise driven by the iPhone 17 series. iPhone revenue jumped over 20% to $57 billion, with China sales climbing 28% to $20.5 billion. The company also announced that hardware chief John Ternus will...
Apple’s Standout Q2 Earnings Open Up ETF Opportunities
Apple posted a strong Q2 2026 earnings beat, reporting $2.01 earnings per share and $111.2 billion in revenue, up 22% and 17% year‑over‑year respectively. The results were driven by record iPhone 17 sales and continued growth in Services, even as the company navigates...
Atlassian Stock Jumps 20% After Beating Revenue and Earnings Expectations
Atlassian reported fiscal Q3 revenue of $1.79 billion, a 32% year‑over‑year increase, and non‑GAAP earnings of $1.75 per share, both surpassing analyst expectations. Cloud revenue jumped 29% to $1.13 billion, while data‑center sales rose to $560.7 million, beating forecasts. GAAP results showed a...
Apple Reported Stellar Results. That Could Boost the Shares of These Suppliers
Apple posted a strong fiscal Q2, reporting $57 billion in iPhone sales that nearly met Wall Street expectations. Analysts at Stifel and KeyBanc flagged semiconductor and wireless‑chip makers Cirrus Logic, Qorvo, Ceva and Skyworks as likely beneficiaries of the iPhone’s continued...
Company News for May 1, 2026
Alphabet’s shares jumped 10% after reporting Q1 2026 adjusted earnings of $5.11 per share, far exceeding the $2.64 consensus. Eli Lilly saw a 9.8% rise on Q1 fiscal 2026 revenue of $19.8 billion, beating the $17.6 billion estimate. Qualcomm posted a 15.1% surge...
Builder China Vanke Posts 5.95 Billion Yuan Loss in Q1
China Vanke reported a Q1 net loss of 5.95 billion yuan (about $830 million), slightly better than the 6.25 billion yuan loss a year earlier. The loss was driven by a 33% plunge in home deliveries, which trimmed revenue by 24% year‑over‑year. Vanke’s...
Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
Eli Lilly posted a strong Q1 2026, with revenue up 56% YoY to almost $20 billion, driven by $12.8 billion in GLP‑1 sales from Mounjaro and Zepbound. The FDA also approved Foundayo, the first oral GLP‑1 agonist for obesity that can be taken without...
Morning Reads
Wall Street posted its strongest month since 2020, with the Nasdaq Composite jumping over 15% and the S&P 500 gaining 10% in May. The surge was powered by a resurgence in AI infrastructure stocks, highlighted by triple‑digit gains at Intel and...
Here's What Major Analysts Are Saying About Apple's Earnings
Apple posted a record $111.18 billion in Q2 revenue, topping the $109.66 billion consensus, while iPhone sales came in slightly below expectations at $56.99 billion. Earnings per share rose to $2.01, beating the $1.95 forecast, and the company projected 14‑17% year‑over‑year revenue growth...
Berkshire’s Stock Has Suffered in a Post-Buffett World. Why That’s Actually a Good Thing.
Berkshire Hathaway’s stock has fallen 5.8% since Greg Abel took over as CEO, marking its weakest four‑month start since 2015 and lagging the S&P 500’s 5.3% gain. The company disclosed a slowdown in its insurance segment and said it will pause...
First-Quarter Revenues Fall but VMO2 Sees Brighter Prospects for Fiscal Year
Virgin Media O2 (VMO2) posted a 3% year‑on‑year decline in Q1 2026 service revenue to £2.08 bn (≈$2.64 bn), while wholesale revenue rose 5.1% on stronger MVNO and lease activity. The company invested £500 m (≈$635 m) in fibre, 5G Standalone and launched O2...
Estée Lauder Stock Jumps as Q3 Profits Top Estimates
Estée Lauder reported Q3 fiscal 2026 results that beat expectations, with organic sales up 2% and fragrance sales jumping 10%. Adjusted operating margin rose to 15% and diluted EPS increased to 91 cents, while net earnings fell 44% due to a...
Apple Shares Rise on Strong Quarterly Sales in Run-Up to CEO Change
Apple’s shares rose 3% in pre‑market trading after the company reported its strongest quarterly sales growth in more than four years. Demand was driven by the newly launched iPhone 17 Pro line and the low‑cost MacBook Neo, even as the broader consumer‑electronics market...
Twilio Stock Soared to Its Highest Level in 4 Years. Its CEO Shares How AI Helped the Company Turn Things...
Twilio shares surged more than 19% in after‑hours trading, hitting a four‑year high after the company posted Q1 results showing 20% year‑over‑year revenue growth, its fastest pace in three years. CEO Khozema Shipchandler credits the rebound to an AI‑first product...
The Downstream Winners of the AI Trade's Latest Phase
Andrew Graham of Jackson Square Capital describes the current earnings season as a boom, driven by double‑digit earnings growth in the AI‑heavy “mag‑seven” stocks. He notes that Microsoft, Google and Amazon are reinforcing the AI trade, with Amazon’s custom Tranium...
Bull of the Day: Dow Inc. (DOW)
Dow Inc., a leading materials‑science producer, is riding a sharp petrochemical price surge caused by the Strait of Hormuz closure. The disruption has tightened global ethylene, polyethylene and naphtha supplies, allowing Dow’s ethane‑based operations to command higher margins and capture...
UK House Prices in Surprise Increase; NatWest Braces for Slowing Economy – Business Live
UK house prices unexpectedly rose 0.4% in April, taking the Nationwide average to £278,880 (about $354,000) and pushing annual growth to 3.0% despite geopolitical tensions and weakening consumer confidence. NatWest reported first‑quarter profit of £1.4 bn ($1.78 bn) and lifted its 2026...
Apple Inc (AAPL) Q2 2026 Earnings Call Highlights: Record Revenue and Strategic Shifts Amid ...
Apple posted a record $111.2 billion revenue for Q2 2026, up 17% year over year, driven by a 22% surge in iPhone sales and an all‑time $31 billion services haul. Gross margin improved to 49.3% despite a dip in product margin, while operating...
Apple Share Price: Why Record iPhone Sales Still Leave a $4tn AI Question
Apple posted a 17% revenue jump to $111.2 bn, driven by a 20%+ surge in iPhone sales that topped $57 bn, record services revenue, and a $100 bn share‑buyback. Gross margin rose to 49.3% as product mix and early chip purchases offset cost...
MTN Nigeria’s Profit Surge Hits ₦546 Billion in Q1 2026
MTN Nigeria reported a pre‑tax profit of about $1.2 billion in Q1 2026, a 170% year‑on‑year jump, driven by 56% higher data revenue and a 78% surge in fintech earnings. The telecom’s stock rose over 6%, making it the most valuable firm...
Morgan Stanley Adjusts Visa Stock Price After Earnings
Visa reported fiscal Q2 2026 revenue of $11.2 billion, up 17% YoY, and beat analysts' forecasts, lifting its stock 5% in one session. Growth was led by a 27% surge in Value‑Added Services, now representing roughly 30% of revenue, and a...
Tesla Made over $500 Million Selling to xAI and SpaceX Last Year
Tesla disclosed that it generated $573 million in 2023 revenue by selling cars and battery systems to Elon Musk’s other ventures, SpaceX and xAI. The bulk of the amount—$430 million—came from Megapack battery sales to xAI, while $143 million derived from vehicle deliveries...
US Stocks Close Higher Amid Strong Corporate Earnings
U.S. equities closed higher on Thursday as strong corporate earnings outweighed weaker‑than‑expected first‑quarter GDP growth. The Dow jumped 1.6% to 49,652, the S&P 500 rose 1.0% to 7,209, and the Nasdaq added 0.9% to 24,892. Ten of the eleven S&P...
Why Alphabet Stock Surged to an All-Time High Today
Alphabet’s shares jumped more than 10% on Thursday, setting an all‑time high after the company posted a Q1 revenue surge to $109.9 billion, driven by AI‑enhanced search and cloud services. Google Search revenue rose 19% to $60.4 billion, while Google Cloud revenue...
‘This Crisis Is Still at the Beginning’: ANZ Boss Sends Iran War Warning
ANZ Bank reported cash profit of $3.8 bn (≈$2.5 bn USD) for the March half, a 6% rise year‑over‑year, while operating expenses fell 9% after a 3,500‑job reduction. CEO Nuno Matos warned that the Iran‑driven energy crisis could evolve from an inflation problem...
Western Digital and Sandisk Crush Wall Street Forecasts on Soaring AI Demand, but Stocks Fall
Western Digital and SanDisk posted spectacular earnings as AI‑driven demand lifted memory prices. Western Digital posted Q3 adjusted EPS of $2.72, 45% revenue growth to $3.34 billion, beating forecasts, while SanDisk reported EPS of $23.41 and revenue of $5.95 billion, up 251%...
Fitch Has Dour View for Thai Banks
Fitch Ratings downgraded its outlook for Thailand's banking sector, warning that earnings and asset quality could weaken in 2026 despite solid first‑quarter results. The six systemically important banks posted a modest rise in return on assets to 1.28% and kept...
Chevron Corp (CVX) Q1 2026 Earnings Call Transcript
Chevron reported $2.8 billion quarterly earnings and $3 billion adjusted earnings, with operating cash flow of $10.8 billion. The company repurchased $3 billion of shares, raised the quarterly dividend 4% and posted record worldwide production, including over 1 million barrels per day in the Permian....
Bank of America Resets Microsoft Stock Forecast After Earnings
Bank of America raised its Microsoft earnings per‑share forecasts and lifted the price target to $500 after the company posted an 18% revenue jump to $82.9 billion in Q3. Azure’s cloud revenue surged 39% in constant currency, outpacing Wall Street expectations,...
Apple Just Printed $111 Billion — But It May Be Burning Through Future iPhone Demand
Apple posted a record $111.2 billion quarterly revenue, driven by a 22% jump in iPhone sales to roughly $57 billion as consumers rushed to adopt the iPhone 17. The company hailed its “best March quarter ever,” with double‑digit growth across regions, record services...
Fairfax Financial Holdings Limited: Financial Results for the First Quarter
Fairfax Financial reported Q1 2026 net earnings of $695.7 million, down from $945.7 million a year earlier, while adjusted operating income surged to $1.213 billion. The property‑and‑casualty segment posted a combined ratio of 94.1% and underwriting profit of $381.6 million, reflecting disciplined underwriting and higher...