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Average car prices have been rising since the pandemic and tariffs. Now the availability of low-cost new cars hangs in the balance as the United States, Mexico, Canada trade deal talks begin.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come throughout next week, including earnings results out from companies like Advanced Micro Devices (AMD), Paramount Skydance (PSKY), Disney (DIS), Novo Nordisk (NVO), Pfizer (PFE), Warner Bros. Discovery (WBD), McDonald's (MCD), and Coinbase (COIN); a wave of fresh commentary from top Federal Reserve officials; and April's jobs reports due out next Friday. May 8.
<body><p>STORY: U.S. stocks ended mostly higher on Friday, with the Dow the only outlier, dipping about three-tenths of a percent, while the S&P 500 gained about three-tenths of a percent and the Nasdaq climbed nine-tenths of a percent.</p><p>Both the S&P 500 and the Nasdaq logged their sixth consecutive week of gains, their longest weekly winning stretches since October of 2024.</p><p>It was a big week for corporate earnings, with five of the Magnificent Seven megacaps reporting.</p><p>Among them, Apple climbed more than 3% on Friday, a day after the tech giant provided a solid sales forecast, touting strong demand for its flagship iPhone 17 and the MacBook Neo.</p><p>Analysts now see overall first-quarter earnings growth of nearly 28% year-over-year, according to LSEG I/B/E/S Estimates.</p><p>That's an 11.7 percentage point increase from where the estimate stood a week ago, and marks the biggest earnings growth since the fourth quarter of 2021.</p><p>Melissa Brown is managing director of investment decision research at SimCorp.</p><p>"I think we're just seeing the continuation of this AI trade and maybe the complete ignoring of some of the other red flags that are out there - higher oil prices leading to higher inflation, you know, many other things that might give investors pause. But we're coming through a good earning season, particularly for some of these tech companies, and investors are, I guess, saying it's still time to buy there."</p><p>Among other movers, shares of Atlassian surged more than 29% after the enterprise software firm hiked its forecast. Peers Salesforce and ServiceNow also gained.</p><p>Shares of Reddit jumped 13% after the social media site gave an upbeat quarterly revenue forecast.</p><p>On the flip side, shares of Roblox tumbled more than 18% after the online game platform cut its annual bookings forecast. </p></body>
FedEx (FDX) closed at $393.73 in the latest trading session, marking a -2.38% move from the prior day.
U.S. petroleum inventories are declining, although they are still above year-ago levels. Plus, market newsletter commentary on the Federal Reserve, consumer spending, and the growth of the venture-capital market.
Investors won’t get too much of a respite from a big week trading the AI boom, with Palantir, Advanced Micro Devices, and CoreWeave reporting earnings. Before then, Warren Buffett successor Greg Abel will lead his first annual meeting as CEO of Berkshire Hathaway.
(Bloomberg) -- A Securities and Exchange Commission plan to let public companies cut quarterly disclosures to twice a year moved closer to reality after passing a White House review.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftTrump Rues State of Iran Talks, Says Prefers Not to StrikeWorld’s Largest Container Carrier Plans Route Avoiding HormuzTrump Family-Backed Drone Firm Signs Weapons Deal With USSpirit Bailout Talks Said to Have Ended With Closure L
In recent days, Scotiabank and BMO Capital revised their research on Lithium Americas, citing rising capital expenditure inflation at the Thacker Pass project and dilution from at-the-market equity issuance. This combination of higher projected project costs and funding-related dilution concerns adds a fresh layer of scrutiny to how investors assess Lithium Americas’ long-term project economics and capital structure. With the stock moving sharply over the past week, we’ll explore how capex...
There was a lot that could have made the stock market fall. Investors shrugged off questions about when—or even if—the Federal Reserve would cut interest rates again this year after the central bank held rates steady, and they ignored the fact that Jerome Powell plans to stay on the Fed’s Board of Governors even as Kevin Warsh prepares to become chair. Inflation came in hot as oil prices continued to rise, and earnings from Microsoft and Meta Platforms revealed sizable capital spending increases—and resulted in falling stocks. Eli Lilly earnings offered evidence that weight-loss drugs were only getting bigger; Coca-Cola’s beat showed that not all soft-drink makers are suffering from an Ozempic overhang; Alphabet’s capital spending paid off with big profits; and Caterpillar’s numbers demonstrated that there’s more to its business than mining and machinery.
(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M
BTG heads into Q1 earnings with higher gold prices and new mine output boosting outlook, but cost inflation and weaker estimates cloud expectations.
FHI tops Q1 earnings estimates as AUM hits a record level, driven by strong fee growth, though rising expenses continue to weigh on overall profitability.
(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni
CNH posts in-line Q1 earnings as pricing and FX lift revenues, but tariffs and costs squeeze margins across Agriculture and Construction.
3M gains from strong Safety and Industrial demand and strategic deals, but cost inflation and weak consumer markets pose ongoing challenges.
Gold rose after dollar weakness helped counter inflation pressure from the Iran war and Strait of Hormuz disruption.
BALL heads into Q1 earnings with sales and profit growth expected, but the model signals no clear beat as tariff costs and mixed segment outlook weigh.
The hosts of The Best One Yet (TBOY) podcast have been arguing that the macro baton is changing hands. After interest rates dominated the economy for the past four years following the 2022 inflation spike, oil is now becoming the primary economic lever. The framing is straightforward. High interest rates “froze” housing markets, “closed” construction ... Oil Is Replacing Interest Rates as the Global Economy’s Dominant Force
Don't "sell in May" yet. Solid earnings, AI strength, and geopolitical tailwinds make select ETFs attractive despite inflation and Iran war risks.
The Morning Bull - US Market Morning Update Friday, May, 1 2026 US stock futures are slightly higher this morning, as investors balance slower growth with hotter inflation. First quarter US GDP grew at a 2.0% annual pace versus forecasts of 2.3%, meaning the economy is still expanding but not quite as quickly as economists expected. At the same time, the Federal Reserve's preferred inflation gauge, PCE, is running at 3.5% a year, while employment costs and jobless claims signal a very tight...
ETF flows in March 2026 were highlighted by a massive flight to the short end of the yield curve. Investors sought refuge in short-term bonds to escape the downpour of geopolitical volatility mixed in with a thick fog of stubborn inflation. It’s a perfect environment to consider the Fidelity Limited Term Bond ETF (FLTB). One [...]
Consumer companies Hilton and Visa both reported strong quarterly earnings and raised their full-year guidance. Inflation remains a concern going forward.
War-driven oil shock is reigniting inflation fears and reviving stagflation risks. Here's how ETFs can help defend portfolios.
LKQ Q1 revenues top estimates as pricing and mix offset softer volumes, but margins face pressure from tariffs, costs and weaker claims demand.
Leidos Holdings (NYSE:LDOS) has been awarded a US$456 million Military OneSource contract. The award covers wide ranging well being services for service members and their families. The contract is structured as a long term federal engagement serving more than 4.7 million eligible individuals. For investors tracking Leidos primarily as a defense technology and government IT contractor, this Military OneSource award puts the managed health and support services side of the business in sharper...
The CBOE Volatility Index (^VIX) is in a whipsaw trajectory, trading between 17.32 and 18.73 in today’s session alone, a range of 8.2% in this uncertain market climate. The move lands amid a dense macro week: blowout earnings from four mega-caps, a $725 billion AI capex revelation, Q1 GDP of 2.0%, and a Fed rate hold ... VIX in Whipsaw on Sticky Inflation, Fed Dissent and Lofty AI Capex
Gold rose early Thursday as the dollar dropped after a report showed a key U.S. inflation measure ro
As the Canadian market navigates a complex landscape marked by steady interest rates and cautious optimism around earnings, investors are closely watching how these factors influence economic growth and inflation. In this environment, identifying stocks that may be undervalued can be particularly appealing for those seeking value, as they offer potential opportunities to capitalize on resilient fundamentals despite broader uncertainties.
Pre-Market Stock Futures: Futures are trading higher this morning after a messy Wednesday trading session that saw all major indices except the Nasdaq end lower, with the Nasdaq closing virtually unchanged at 24,603, up 0.04%. The combination of soaring oil prices, the Federal Reserve keeping interest rates unchanged for the third straight meeting, and bogged-down ... Here Are Thursday’s Top Wall Street Analyst Research Calls: AbbVie, Equinix, GE Healthcare, Kratos Defense, Meta Platforms, Oneok
Ondas Holdings (NasdaqCM:ONDS) has completed its merger with Mistral. The deal adds U.S.-based manufacturing, integration, and federal contracting infrastructure to Ondas. Completion of the merger gives Ondas direct access to U.S. Army and Special Operations contract vehicles. The combined business now targets larger U.S. military and public safety programs and carries a higher backlog tied to autonomous defense systems. For you as an investor, the key point is that Ondas is no longer just...