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Ed Yardeni, founder and CEO at Yardeni Research, lifted his year-end price target for the S&P 500 by just over 7%, taking it to 8250 from 7700, a level that suggests gains of more than 11.5% from the benchmark’s close Friday of 7398. Yardeni also thinks the benchmark will hit 10,000 by the end of 2029, adding in a note published Sunday that such an elevated reading might “arrive ahead of schedule” in the new market paradigm. The push comes amid an historic change in earnings forecasts, for both this year and next, that has lifted stocks more than 16.6% since the market bottomed out on March 30, powered in large part by advances in artificial intelligence and gains for the Magnificent Seven tech giants.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

The pace of first quarter earnings reports eases this week as economic data takes center stage, but investors will still be on the lookout for results from a handful of big corporations.

Cheniere Energy (NYSE:LNG) raised its full-year 2026 financial outlook after reporting higher first-quarter adjusted results, record LNG exports and stronger production expectations, while executives said geopolitical disruptions in the Middle East have tightened global LNG markets and reinforced de

Leidos (NYSE:LDOS) reported a stronger first quarter for fiscal 2026 and raised its full-year outlook, citing solid core execution, recent acquisitions and continued demand across defense, intelligence, health and energy infrastructure markets. Chief Executive Officer Tom Bell said first-quarter re

Centrus Energy (NYSE:LEU) reported higher first-quarter revenue and raised its full-year revenue outlook, citing commercial progress, improving offtake discussions and continued work on its uranium enrichment expansion program. On the company’s Q1 2026 earnings call, President and Chief Executive O

loanDepot (NYSE:LDI) reported a wider adjusted loss for the first quarter of 2026 as lower gain-on-sale margins and interest rate volatility weighed on revenue, even as the mortgage lender said it continued to gain market share and invest in growth initiatives. Chief Executive Officer Anthony Hsieh

Kosmos Energy (NYSE:KOS) said first-quarter production rose to a company record as the ramp-up of Greater Tortue Ahmeyim and new wells at Jubilee lifted volumes, while management said the company is ahead of schedule on its 2026 debt-reduction plans. Chairman and CEO Andy Inglis said Kosmos is maki

KKR & Co. Inc. (NYSE:KKR) reported higher first-quarter earnings and said fundraising, monetization activity and management fee growth remained strong despite market volatility, while management signaled that its prior $7-plus adjusted net income target for 2026 is now less likely to be reached

Kyndryl (NYSE:KD) reported flat full-year fiscal 2026 revenue on a reported basis and outlined a fiscal 2027 outlook that reflects continued pressure from longer sales cycles and changes in how customers buy IBM-related technology, while management emphasized margin expansion, cash generation and gr

Joby Aviation (NYSE:JOBY) reported what executives described as another quarter of progress toward commercial electric air taxi operations, highlighting new U.S. demonstration opportunities, certification milestones, manufacturing expansion and a stronger cash position following recent capital raise

Johnson Controls International (NYSE:JCI) reported stronger fiscal second-quarter results and raised its full-year earnings outlook, citing sustained demand for applied HVAC systems, data center projects and improving execution across the business. Chief Executive Officer Joakim Weidemanis said dem

Microchip Technology (MCHP) is back in focus after reporting fourth quarter and full year results that beat expectations, issuing upbeat guidance, and combining this with product launches, expansion projects, and a fresh quarterly dividend. See our latest analysis for Microchip Technology. The latest earnings beat and guidance appear to have reset expectations, with a 30 day share price return of 50.47% and a 1 year total shareholder return of 112.90% suggesting strong momentum after a weaker...

eMemory Technology Inc (ROCO:3529) achieves a 20% revenue increase and expands into AI and high-speed interface applications, despite facing challenges in royalty revenue.

Entergy Corporation (NYSE:ETR) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. Entergy Corporation (NYSE:ETR) delivers electricity and gas services to 3 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. On May 5, Citi bumped up its price target on Entergy Corporation (NYSE:ETR) from $116 to $121, […]

NRG Energy, Inc. (NYSE:NRG) is included among the 12 Best Electric Utility Stocks to Buy for the Data Center Surge. NRG Energy, Inc. (NYSE:NRG) delivers innovative natural gas, electricity, and smart home solutions to customers large and small across North America. NRG Energy, Inc. (NYSE:NRG) reported mixed results for its Q1 2026 on May 6. […]

IonQ (NYSE:IONQ) reported what executives described as the strongest quarter in the company’s history, citing record revenue, a sharply higher backlog metric and continued demand across its quantum computing, networking, sensing and security products. On the company’s first-quarter 2026 earnings ca

Nvidia's next earnings report could show whether the AI infrastructure boom is still in its early innings.

Ibotta (NYSE:IBTA) reported first-quarter results ahead of its prior guidance and said it still expects to return to year-over-year revenue growth in the third quarter of fiscal 2026, as the digital promotions company points to improving offer supply, growing third-party publisher activity and new p

Howmet Aerospace (NYSE:HWM) reported a stronger-than-expected first quarter of 2026, with management citing broad demand across commercial aerospace, defense aerospace and industrial gas turbines, along with continued growth in higher-margin spares revenue. Executive Chairman and Chief Executive Of

The gym chain lost almost one-third of its value as the market digested its Q1 numbers.

In late April 2026, Trane Technologies reported first-quarter 2026 sales of US$4,969.4 million, with net income of US$584.4 million, and raised its full-year 2026 guidance to approximately 9.5% reported revenue growth and GAAP and adjusted EPS of US$14.75 to US$14.95. The company linked this upgraded outlook to strong momentum in its Americas Commercial HVAC business, record bookings and backlog, and contributions from acquisitions and services. We’ll now examine how the raised full-year...

Circle Internet Group’s earnings report could offer insight into whether AI-driven stablecoin adoption can offset weaker crypto trading activity.