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The S&P 500 is not just beating earnings expectations. It's blowing them up.

There is a quiet confidence in Morgan Stanley's latest note on Applied Materials. Not the loud kind that makes bold promises. The measured kind that says, "We have seen this before, and we think we know how it ends." The bank raised its price target on Applied Materials (AMAT) to $454 from $432, ...

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

The S&P 500 and Nasdaq hit new highs on Iran deal hopes. Nvidia leads new buys with Arm a big earnings mover late.

Today, May 6, 2026, investors weigh surging AI data center demand against fresh guidance, margin recovery, and past troubles.

Chip stocks are having a moment, and AMD is leading the charge. Oil prices are tanking, too. Here's what you need to know.

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

Wall Street is looking for McDonald's promotions to help it offset expected consumer weakness.

By Lawrence Delevingne and Harry Robertson May 6 (Reuters) - Stocks advanced and oil prices dropped on Wednesday after a report that the United States and Iran are closing in on an agreement to end

Fresh off a record close on Tuesday, the Nasdaq was soaring to fresh highs on Wednesday after Advanced Micro Devices’ earnings report kept the chip rally rolling. The Dow was up 461 points, or 0.9%. The S&P and Nasdaq only need to close above yesterday’s level to establish new record closing highs.

Novo Nordisk stock rose as it raised its guidance on the back of the strong performance of its weight-loss pill.

U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

Shares have tumbled 12% in 2026, dragged down by concerns about slow earnings growth and macro headwinds.

Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

With the Iran cease-fire still seemingly intact, oil prices retreated today, giving the market some room to run. The tech-heavy Nasdaq Composite rose 1%, while the The S&P 500 gained 0.8%. While there has been no real uptick in traffic through the Strait of Hormuz, the fact that the cease-fire remains in effect was enough to temper oil prices on Tuesday.

Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.

Markets are eyeing signs of easing in Mideast tensions and impressive AI-fueled tech earnings.

Major gauge futures soared following a series of record closes from US indexes.

Lumentum shares fall after the optical networking giant reported fiscal third-quarter earnings, narrowly missing lofty revenue expectations.

Lucid reported a first-quarter loss of almost $1 billion. Wall Street was looking for a loss of about $864 million.

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

Ariel Investments, an investment management company, released its “Ariel Focus Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported strong first-quarter performance for its Ariel Focus Fund, which gained 7.30%, significantly outperforming both the S&P 500’s -4.33% return and the Russell 1000 Value Index’s 2.10% gain amid […]

Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” Q1 2026 Investor Letter. A copy of the letter can be downloaded here. The fund reported that the fund gained 1.14% during the quarter, underperforming both the Russell Midcap Value Index (+3.68%) and the Russell Midcap Index (+1.29%) amid a volatile, risk-off environment where […]

By Lawrence Delevingne and Amanda Cooper May 5 (Reuters) - Global stocks rose on Tuesday, taking some heart from a series of robust earnings, while simmering hostilities between the U.S. and Iran over

Tuesday, Cummins reported first-quarter earnings per share of $4.71 from sales of $8.4 billion. Wall Street was looking for earnings per share of $5.63 from sales of $8.4 billion.

Ferrari beat analysts’ earnings targets and stuck with its full-year guidance on Tuesday, even though the war in the Middle East disrupted deliveries over the first quarter. Ferrari shipped 3,436 cars over the first quarter, down 157 from the same period a year ago. Shipments for Europe, the Middle East, and Africa fell by 243 from a year ago to 1,458.

Eaton reported first-quarter earnings per share of $2.81 from sales of $7.5 billion, up 17% year over year. Wall Street was looking for earnings per share of $2.73 from sales of $7.1 billion.

US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnin

The company reported first-quarter earnings per share of 55 cents from sales of $1.7 billion. Wall Street was looking for earnings per share of 48 cents from sales of $1.7 billion.

Futures tied to major U. S. indices edged higher on Tuesday, pointing to a potential rebound after the previous session was hit by renewed tensions around the Strait of Hormuz.