EPS 2.82 (exp. 2.63), Raises dividend +5% to 0.22/shrTotal revenue came in at $109.90bn, beating the $107.1bn consensus estimate and representing approximately ...
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The setup tonight is unusual. Meta, Microsoft, and Alphabet all report after the close within roughly the same five-minute window — and the options market is pr...
Today is all about AI capex.This is the range to watch: $435–475 billion.That's estimate capex for this year alone from Microsoft, Meta and Google, who all repo...
CME equities options data shows investors are still hedging, even as Nasdaq risk looks more balancedKey takeawaysCME equities data around 28 April 2026 shows a ...
FUNDAMENTAL OVERVIEWThe strong bullish momentum in the S&P 500 has waned recently as the prolonged US-Iran stalemate brought the attention back to underlyin...
The overall market mood remains tense amid a lack of fresh catalysts from the US-Iran conflict. Talks between the US and Iran remain gridlocked, with both sides...
While US-Iran developments might still be the biggest risk to market sentiment, it isn't the only game in town this week. As we look to round off April trading,...
As we hit the final bell, today's earnings slate offers a diagnostic of the global economy. In today's group of companies, a few are macro-sensitive, meaning th...
The OpenAI report today hit chipmakers hard and now there is this:Reuters reports that the US Department of Commerce ordered chip equipment makers, including Ap...
We are right in the heart of earnings season with 42% of the S&P 500 reporting this week, including most of the Mag7. The performance of the stock market si...
This is one of the most-confused and confusing periods in markets that I can ever remember.The leaks out of war are coming from at least four separate direction...
The major US stock indices are closing mixed with the Dow industrial average lower while the broader S&P and NASDAQ indices are closing higher, and at recor...