Big Oil Earnings Set To Sharply Decline. Blame This Tug-Of-War.
Chevron (CVX) and Exxon Mobil (XOM) are slated to report Q1 earnings early Friday after a quarter of soaring oil prices driven by the U.S.–Iran conflict. Analysts forecast Exxon’s EPS at 98 cents, a 44% drop, with revenue slipping 2.4% to $81.1 billion, while Chevron’s EPS is projected at 97 cents, down 55%, but revenue climbs 9% to $51.9 billion. Both companies cite derivative hedges that muted gains from the near‑80% price rally, creating a tug‑of‑war between upstream upside and downstream paper losses. They expect the hedging drag to reverse and earnings to rebound in 2026.
Tech Stocks Close Out Best Month Since Start of Covid Pandemic in 2020
The Nasdaq Composite surged 15.29% in April, delivering its strongest monthly gain since the pandemic‑era rally of April 2020. Robust earnings from Alphabet, Amazon and Microsoft propelled the broader tech rally, while chipmakers such as Micron, AMD and Intel posted gains...
DHL Group Boosts Profit Despite Lower Shipment Volumes, Revenue
DHL Group reported an 8.3% rise in first‑quarter operating profit despite a dip in overall revenue. DHL Express revenue fell 1.9% to €6 bn ($7 bn) while EBIT jumped 20.6% thanks to aggressive capacity, cost and yield management. Shipment volumes slipped 6%,...
Red-Hot AI Stock Western Digital Slides Late Despite Earnings Beat
Western Digital (WD) posted fiscal Q3 earnings that beat expectations, reporting adjusted earnings of $2.72 per share, a 97% year‑over‑year increase, and revenue of $3.34 billion, up 45%. The results were driven by soaring demand for hard‑disk drives in AI data...
Dow Adds 790 Points on Caterpillar Earnings: Stock Market Today
The Dow Jones Industrial Average surged 790 points, closing at a record 49,652, propelled by a 9.9% jump in Caterpillar after it beat Q1 earnings and lifted its full‑year revenue outlook. Alphabet powered the market higher with a 10% stock...
S&P 500 Heads for Its Best Month Since 2020 — Plus, Apple Earnings on Deck
The S&P 500 surged over 10% in April, putting the index on track for its best month since 2020 and briefly topping 7,200. A simultaneous rally lifted the Nasdaq more than 15% for the month, helped by lower oil prices and...
Cardinal Health Is Getting Pummeled on Mixed Results — Here's Our Plan for Stock
Cardinal Health posted an 11% revenue increase to $60.94 billion for Q1 2026, falling short of the $61.7 billion consensus, while adjusted EPS of $3.17 outperformed the $2.79 estimate. Free cash flow surged to $3.3‑$3.7 billion, roughly three times analysts’ expectations, but profit in...
Tesla, Inc. $TSLA Shares Sold by Bogart Wealth LLC
Bogart Wealth LLC slashed its Tesla position by 61.4% in Q4, selling 1,812 shares and retaining 1,141 shares worth roughly $513,000. The fund’s divestment adds to a broader pattern of institutional rebalancing, with several other investors either adding modest stakes...
Eli Lilly Shares Surge on a Beat-and-Raise, Proving the Stock's Swoon Was a Mistake
Eli Lilly reported first‑quarter 2026 revenue of $19.8 billion, up 56% year‑over‑year and well above the $17.6 billion consensus, while adjusted earnings per share jumped to $8.55, more than double the prior year and beating the $6.66 estimate. The strong top‑ and bottom‑line...
Google and Amazon’s Biggest Profit Driver Last Quarter Was Their Anthropic Stakes—Which They Haven’t Sold
Alphabet and Amazon posted record quarterly profits, but more than half came from unrealized gains on their stakes in AI startup Anthropic. Alphabet’s profit jumped 81% to $62.6 billion, with a $28.7 billion equity gain, while Amazon’s net income rose 77% to...
Why Investors Are Telling Big Tech to, “Show Me the Money”
Earnings season put the AI mega‑trend under a microscope as Alphabet, Microsoft, Amazon and Meta reported Q1 results. All four beat earnings estimates, but investors rewarded Alphabet’s 63% cloud‑revenue jump and penalized Meta for offering vision without clear AI‑driven earnings....
This $23B Homebuilder Is Pushing Its Housing Market Incentives to 10.9%—that’s $54,500 on a $500K Sale
PulteGroup, a $23 billion homebuilder, lifted its sales‑incentive rate to 10.9% of the sale price in Q1 2026, translating to roughly $54,500 on a $500,000 home. The move continues a post‑pandemic trend that saw incentives rise from a typical 3‑3.5% to 6.3%...
Laurus Labs Q4 Results: Cons PAT Increased 19% to Rs 279 Crore, Revenue Rises 5%
Laurus Labs posted a consolidated net profit of Rs 279 crore (≈ $33.6 million) in Q4 FY26, a 19% YoY increase, while revenue rose 5% to Rs 1,812 crore (≈ $21.8 million). EBITDA grew 10% YoY to Rs 523 crore (≈ $6.3 million) and gross margins improved to 61.4%, up 690 basis...
Titan Set for Strong Q4; Jewellery-Led Growth May Pressure Margins
Titan is poised to deliver a robust Q4 FY26, with analysts projecting a 35% year‑on‑year rise in standalone revenue excluding bullion. The jewellery arm, Tanishq, is expected to post 31% like‑to‑like growth, though its EBIT margin may slip by 80...
Jim Cramer Says Amazon Going up Another 15% and 'Not Stopping' There
Jim Cramer called Amazon the most bullish stock he’s seen after the retailer posted a stellar quarter, forecasting the share price could climb another 15% toward $300. Amazon reported earnings per share of $2.78 on $181.5 billion of revenue, while AWS...
Stock Movers: Meta, Ford, Eli Lilly (Podcast)
Meta announced a $125‑$145 billion capital‑expenditure plan, above analyst estimates, and a $20‑$25 billion bond sale, pushing its shares lower. Ford raised its full‑year profit outlook to as much as $10.5 billion EBIT but warned of a $2 billion hit from rising commodity costs,...
Samsung Surprises on Phone Front as Chip Prices Drive Record Profit
Samsung shipped 65.4 million smartphones in Q1, an 8% year‑over‑year rise that kept it ahead of Apple’s 60.4 million units. Global handset shipments grew only 1% as vendors front‑loaded inventory, creating a looming overhang. Samsung’s Device Solutions division drove record Q1 revenue...
Jim Cramer Sees These 2 Stocks as Buys After a Busy Night of Big Tech Earnings
Jim Cramer’s CNBC Investing Club highlighted a mixed earnings night for the four hyperscalers, with Alphabet up 5% and Meta down roughly 10%. Despite the volatility, Cramer singled out Amazon as the only buy recommendation among the group. Nvidia’s stock...
Meta, Microsoft Stock Stalled by Capex Obstacles
Meta Platforms and Microsoft posted strong Q1 earnings but saw shares tumble as investors reacted to higher-than-expected capital expenditures and tepid user‑growth outlooks. Meta fell 10.3% to $600.42, missing its 200‑day moving average, while Microsoft slipped 3.3% to $410.22 after...
These Stocks Have Been the Biggest Winners During the S&P 500’s Best Month Since 2020
The S&P 500 surged 9.6% in April, marking its strongest one‑month gain since November 2020. The rally was powered by a 17.7% jump in the information‑technology sector, led by semiconductor stocks that posted a 36.7% rise for the month. Intel topped the...
Royal Caribbean Says People Booking Cruises Aren’t so Worried About Iran Anymore
Royal Caribbean’s shares jumped after the cruise line posted first‑quarter earnings that beat analysts’ forecasts. The company said demand has rebounded to pre‑Iran‑conflict levels, lifting bookings that had slipped in March and early April. However, the firm trimmed its full‑year...
Aster DM Healthcare Q4 Revenue Jumps 18% YoY to Rs 1,182 Crore
Aster DM Healthcare reported Q4 revenue of Rs 1,182 crore (≈$142 million), an 18% year‑on‑year increase, while operating EBITDA rose 31% to Rs 253 crore (≈$30.5 million) and margins expanded to 21.7%. On a pro‑forma basis that includes Quality Care India Ltd, revenue reached Rs 2,361 crore (≈$285 million)...
FEMSA Announces First Quarter 2026 Results
FEMSA reported a solid first‑quarter 2026, with consolidated revenue up 6.1% and operating income rising 5.5% year‑over‑year. OXXO Mexico posted an 8.3% revenue increase and a 20.9% jump in operating income, while the newly‑highlighted Americas & Mobility segment surged 12.9%...
Meta Shares Sink 9% After Reality Lab Earnings Fall Short
Meta Platforms posted a strong Q1 2026, with revenue climbing 33% to $56.31 billion and ad impressions up 19% year‑over‑year. However, its Reality Labs division recorded a $4.03 billion operating loss despite $402 million in sales, prompting a 9% pre‑market share decline. Family...
Mastercard Profit Climbs on Steady Transaction Volumes
Mastercard posted a strong first‑quarter performance, with net income rising to $3.9 billion, an 18 percent increase year‑over‑year, and net revenue climbing 16 percent to $8.4 billion. Gross dollar volume grew 7 percent, reflecting steady transaction flow despite macro‑economic uncertainty from the Iran conflict and...
ICE Registers Q1 2026 Revenues of $3bn, up 20% Y/Y
Intercontinental Exchange reported first‑quarter 2026 revenue of $3.0 billion, a 20% year‑over‑year increase. Net income reached $1.4 billion with GAAP EPS of $2.48, while adjusted EPS was $2.35. The exchange segment contributed $1.8 billion, fixed‑income and data services $657 million, and mortgage‑technology $539 million. ICE...
ANA, JAL Eye Double-Digit Net Profit Drops in FY 2026 Amid Mideast Conflict
ANA Holdings and Japan Airlines both warned that FY 2026 net profit will tumble double‑digit percentages after posting record earnings last year. ANA expects a 43.2% plunge to ¥96 bn ($612 m), while JAL projects a 20.1% drop to ¥110 bn ($702 m), driven primarily...
Morning Reads
Alphabet and Amazon posted record‑high shares after Q1 results showed AI‑driven revenue growth and AWS outperformance. In contrast, Meta and Microsoft fell more than 20% from November peaks as investors fret over rising AI capital expenditures and potential disruption to...
Mondelez Rips Higher on a Q1 Beat as Cocoa Pressure Finally Starts to Crack
Mondelez International posted a first‑quarter earnings beat, delivering adjusted EPS of $0.67 versus the $0.61 consensus and revenue of $10.08 billion, an 8% year‑over‑year rise. Margin pressure from higher cocoa costs softened as commodity prices have been trending lower, helping the...
Mercedes-Benz Posts Lower Q1 Profit, Keeps Full-Year Outlook
Mercedes‑Benz Group reported Q1 2026 revenue of €31.6 bn ($36.9 bn), down 4.9% year‑on‑year, while EBIT fell 16.8% to €1.9 bn and net profit slipped 17.2% to €1.43 bn. Unit sales dropped 6% to 419,430 vehicles, but excluding China the figure rose 5%. Battery‑electric...
Stellantis Swings to Profit in Q1
Stellantis reported a first‑quarter profit of about $440 million, reversing a $440 million loss from the same period last year, with revenue reaching roughly $41.5 billion, up 6% year‑over‑year. Growth was driven by a 6% sales increase in North America, where the company...
Q4 Results Today Live: Adani Ports, Bajaj Finserv, Cholamandalam & HUL Q4 Profit Rise, Adani Enterprises & Go Fashion Profit...
Indian listed companies released Q4 2026 results, showing a mixed earnings landscape. Adani Ports lifted consolidated profit 9% YoY to ₹3,308 cr (≈$398 M), while Adani Enterprises’ standalone profit plunged 92% to ₹344 cr (≈$41 M). Hindustan Unilever posted a 17.5% profit jump to ₹2,930 cr (≈$353 M)...
It’s a Blowout Earnings Season. Here’s Why That Might Be a Bad Sign.
The latest earnings season saw three of the four Magnificent Seven tech giants post robust results, while Meta lagged and disappointed investors. Apple’s upcoming report is poised to shape market sentiment further. Futures opened mixed, reflecting cautious optimism despite the...
Amazon’s Earnings Just Sent the Stock to New Highs—What’s Next?
Amazon’s earnings beat expectations, propelling the stock over 35% higher since March and setting a fresh all‑time high of $265.06. AWS revenue surged 28% year‑over‑year, driven by booming AI workloads, while the company’s custom Trainium chips are now contributing revenue....
Ford Scores a Better Q1, but the Momentum Is Questionable
Ford reported a non‑adjusted operating income of $2.3 bn in Q1 2026, a 630% jump from the same quarter a year earlier. The surge reflects a rebound from the previous year’s earnings, which were heavily weighed down by uncertainty surrounding U.S. tariffs...
Lloyds Shares Upgraded to ‘Buy’ After Interest Rates Tailwind
UBS analysts upgraded Lloyds Banking Group to a Buy rating, citing strong profit tailwinds from the current high‑interest‑rate environment. The bank’s net interest margin rose to 3.17% in Q1 2026, a seven‑basis‑point increase, while its structural hedge is set to...
Ford Raises 2026 EBIT Outlook After First Quarter Profit Rise
Ford posted a dramatic earnings rebound in Q1 2026, with net income soaring to $2.55 bn from $473 m a year earlier. Revenue rose 6% to $43.25 bn despite a 4% decline in wholesale volumes. The automaker lifted its full‑year adjusted EBIT outlook...
Stock Market News, April 30, 2026: Nasdaq, S&P Close at Records, Finishing Best Month Since 2020
U.S. equity markets closed April on record highs, with the Nasdaq climbing 15.3% and the S&P 500 posting its strongest monthly gain since 2020. The rally was powered by an AI‑driven earnings surge and a 9.9% jump in Caterpillar shares...
Google Parent Alphabet Profit Jumps 81% in Big Tech Earnings Roundup
Alphabet reported an 81% jump in first‑quarter profit to $62.6 bn, propelled by AI‑enhanced advertising and a 63% surge in Google Cloud revenue. The company’s market value climbed to roughly $4.2 tr, reflecting investor optimism about its AI bets. Across the sector,...
ArcelorMittal Retains Profitability in Early 2026
ArcelorMittal posted a resilient first‑quarter 2026, with operating income surging to $753 million—more than double the $327 million recorded in Q4 2025. Adjusted earnings per share slipped to 76 cents from 86 cents a quarter earlier, though they remain above the $1.05 level a year...
Crypto Plunges, Big Tech Earnings Are Strong. So Why Are Markets Nervous?
US equity futures rose on strong after‑hours earnings from Alphabet and Amazon, but markets remain jittery as Brent crude surged to $120.30 a barrel, the highest level since mid‑2022. The Federal Reserve left its policy rate unchanged at 3.5‑3.75% amid...
Woolworths Flags Caution Despite Growth as Middle East Tensions Rise
Woolworths reported AU$18.1 bn (≈US$12 bn) groupwide sales for the fiscal third quarter, a 4.5% year‑on‑year increase across its Australian food, NZ food, B2B and W Living divisions. CEO Amanda Bardwell highlighted the growth as progress toward long‑term goals but warned that...
Amazon’s Cloud Business Is Surging — and so Is Its Capital Spending
Amazon Web Services reported a 28% year‑over‑year revenue jump to $37.6 billion in Q1, the fastest growth in 15 quarters, driven by soaring AI demand. AWS estimates its AI‑related revenue run rate now exceeds $15 billion, underscoring its position as the leading...
Jones Lang LaSalle Inc (JLL) Q1 2026 Earnings Call Transcript
Jones Lang LaSalle (JLL) posted an 11% revenue increase to a record level and a 22% jump in adjusted EBITDA to $1.45 billion for 2025, driven by strong leasing, capital‑markets and data‑center work. Free cash flow hit an all‑time high, net...
Caterpillar Inc (CAT) Q1 2026 Earnings Call Transcript
Caterpillar reported a 5% drop in quarterly sales to $16.2 billion, driven by lower volume and weaker price realization, while its adjusted operating margin slipped to 18.3%. The company posted adjusted earnings of $5.14 per share and generated $3 billion of ME&T...
Intercontinental Exchange Inc (ICE) Q1 2026 Earnings Call Transcript
Intercontinental Exchange reported a record 2025 with adjusted EPS of $6.95, a 14% increase, and net revenues of $9.9 billion, up 6%. The company exceeded Black Knight acquisition synergies, delivering $230 million annually and raising the 2028 target to $275 million. Volume metrics...
Amgen Inc (AMGN) Q1 2026 Earnings Call Transcript
Amgen reported first‑quarter 2026 sales of $5.6 billion, a 4% year‑over‑year increase, driven by six high‑growth products that contributed 70% of total revenue. Repatha, Evenity, Test Buyer, TEPEZZA and the rare‑disease portfolio posted double‑digit growth, while legacy brands Prolia and XGEVA...
Mastercard Inc (MA) Q1 2026 Earnings Call Transcript
Mastercard reported Q1 2026 net revenue up 15% year‑over‑year on a non‑GAAP, currency‑neutral basis, propelled by a 22% surge in value‑added services. Operating income rose 17% and earnings per share reached $4.76, aided by $3.6 billion of share repurchases. Transaction volumes grew...
ConocoPhillips (COP) Q1 2026 Earnings Call Transcript
ConocoPhillips wrapped 2025 with strong financial results, highlighting the successful Marathon Oil integration that doubled planned synergies and eliminated the Marathon capital program. The company generated $4.3 billion of operating cash flow, returned $9 billion to shareholders, and cut net debt by...
Buy GM or Ford Stock After Crushing Q1 EPS Expectations?
General Motors and Ford both delivered Q1 earnings that far exceeded Wall Street forecasts, with GM posting EPS of $3.70—42% above estimates—and Ford reporting $0.66, a 230% beat. Each company highlighted a sizable tariff refund ($500 million for GM, $1.3 billion pending...